Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Yohannes Arega. MBA Yohannes Arega. MBA's Merrill Lynch Experience June 2004 - December 2004
Job Counterparty Due Dilligence Analyst at BP
Industry Oil & Energy
Experience
BP August 2014 - Present
JPMorgan Chase January 2013 - August 2014
Next Financial Group January 2008 - January 2012
Alliance Benefit Group February 2006 - January 2008
Morgan Stanley DW January 2005 - February 2006
Merrill Lynch June 2004 - December 2004
Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning
Education
Tulane University 2008 — 2010
MBA, Finance
University of Houston 2000 — 2004
Bachelor of Science, Economics
BP August 2014 - Present
JPMorgan Chase January 2013 - August 2014
Next Financial Group January 2008 - January 2012
Alliance Benefit Group February 2006 - January 2008
Morgan Stanley DW January 2005 - February 2006
Merrill Lynch June 2004 - December 2004
Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning
Education
Tulane University 2008 — 2010
MBA, Finance
University of Houston 2000 — 2004
Bachelor of Science, Economics
Greg Folk Greg Folk's Merrill Lynch Experience 2010 - February 2012
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
Merrill Lynch 2010 - February 2012
Aura Restaurant May 2010 - October 2010
Los Angeles & Europe March 2008 - May 2010
UCLA June 2006 - July 2008
Soccer Depot June 2001 - September 2002
Skills
Series 7, Creative Problem Solving, Business Development, Business Analysis, Technology, Series 63, Series 65, Personal Financial..., Insurance, Financial Analysis, Business Strategy, Athletics, Soccer, Microsoft Office, Microsoft Excel, Outlook, Coaching, PowerPoint, Investments, Retirement Planning, Wealth Management, Certified Financial..., Management
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Economics
Merrill Edge February 2012 - Present
Merrill Lynch 2010 - February 2012
Aura Restaurant May 2010 - October 2010
Los Angeles & Europe March 2008 - May 2010
UCLA June 2006 - July 2008
Soccer Depot June 2001 - September 2002
Skills
Series 7, Creative Problem Solving, Business Development, Business Analysis, Technology, Series 63, Series 65, Personal Financial..., Insurance, Financial Analysis, Business Strategy, Athletics, Soccer, Microsoft Office, Microsoft Excel, Outlook, Coaching, PowerPoint, Investments, Retirement Planning, Wealth Management, Certified Financial..., Management
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Economics
Eric Barber Eric Barber's Merrill Lynch Experience May 2010 - August 2010
Job Practices and Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
Jim Rance's Merrill Lynch Experience March 2000 - December 2005
Job Director, Consulting Services at CGI
Industry Information Technology and Services
Experience
CGI March 2009 - Present
ICF International February 2007 - March 2009
Navy Reserve Forces Command April 2005 - February 2007
Merrill Lynch March 2000 - December 2005
US Navy May 1985 - December 1999
Skills
PMP, Program Management, Project Management, Change Management, DoD, Strategic Planning, Team Building, Requirements Analysis, PMO, Budgets, Integration, Process Improvement, Cross-functional Team..., SDLC, IT Strategy, Vendor Management, Information Technology, Business Process..., Analysis, IT Management, Management Consulting, Business Analysis, Project Portfolio..., Management, Navy, Risk Management, Leadership, Operations Management, ITIL, Business Process, Software Project..., SharePoint, Resource Management, Consulting, Project Planning, Government, Team Leadership
Education
Tulane University 1981 — 1985
B.S., Mathematics with Computer Science Option
CGI March 2009 - Present
ICF International February 2007 - March 2009
Navy Reserve Forces Command April 2005 - February 2007
Merrill Lynch March 2000 - December 2005
US Navy May 1985 - December 1999
Skills
PMP, Program Management, Project Management, Change Management, DoD, Strategic Planning, Team Building, Requirements Analysis, PMO, Budgets, Integration, Process Improvement, Cross-functional Team..., SDLC, IT Strategy, Vendor Management, Information Technology, Business Process..., Analysis, IT Management, Management Consulting, Business Analysis, Project Portfolio..., Management, Navy, Risk Management, Leadership, Operations Management, ITIL, Business Process, Software Project..., SharePoint, Resource Management, Consulting, Project Planning, Government, Team Leadership
Education
Tulane University 1981 — 1985
B.S., Mathematics with Computer Science Option
Brent Marlis's Merrill Lynch Experience May 2010 - July 2010
Job Director of Licensing and Inhouse Counsel at Spirit Activewear
Industry Entertainment
Experience
Spirit Activewear July 2015 - Present
Creative Licensing Corporation August 2012 - Present
Woolf Gafni & Cirlin LLP March 2013 - March 2015
DocRun November 2011 - December 2012
Merrill Lynch May 2010 - July 2010
Orange County Superior Court May 2009 - July 2009
BRC Advisors 2006 - April 2008
Marcus & Millichap 2005 - August 2005
Skills
Licensing, Intellectual Property, Contract Law, Entertainment Law, Civil Litigation, Litigation, Appeals, Corporate Law, Legal Writing, Legal Issues, Commercial Litigation, Trade Secrets, Westlaw, Legal Research, Employment Law, International Law, Trademarks
Education
Tulane Law School 2008 — 2011
J.D.
Washington University in St. Louis 2002 — 2006
B.A.
Brentwood School 1996 — 2002
Warner Ave
Spirit Activewear July 2015 - Present
Creative Licensing Corporation August 2012 - Present
Woolf Gafni & Cirlin LLP March 2013 - March 2015
DocRun November 2011 - December 2012
Merrill Lynch May 2010 - July 2010
Orange County Superior Court May 2009 - July 2009
BRC Advisors 2006 - April 2008
Marcus & Millichap 2005 - August 2005
Skills
Licensing, Intellectual Property, Contract Law, Entertainment Law, Civil Litigation, Litigation, Appeals, Corporate Law, Legal Writing, Legal Issues, Commercial Litigation, Trade Secrets, Westlaw, Legal Research, Employment Law, International Law, Trademarks
Education
Tulane Law School 2008 — 2011
J.D.
Washington University in St. Louis 2002 — 2006
B.A.
Brentwood School 1996 — 2002
Warner Ave
Bradley Page's Merrill Lynch Experience May 2012 - August 2012
Job Credit Team at BlueTarp Financial
Industry Financial Services
Experience
BlueTarp Financial May 2015 - Present
Burkenroad Reports August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Tulane University September 2010 - April 2012
Cape Elizabeth Community Services Summer Camp May 2006 - August 2011
IGA Grocery Store January 2006 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Reuters 3000, Financial Modeling, Valuation, Valuation Modeling, Equity Research Analysis, Financial Analysis, Investments, Equities, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BS, Finance, Certificate of Energy Specialization
Cape Elizabeth High School 2005 — 2009
BlueTarp Financial May 2015 - Present
Burkenroad Reports August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Tulane University September 2010 - April 2012
Cape Elizabeth Community Services Summer Camp May 2006 - August 2011
IGA Grocery Store January 2006 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Reuters 3000, Financial Modeling, Valuation, Valuation Modeling, Equity Research Analysis, Financial Analysis, Investments, Equities, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BS, Finance, Certificate of Energy Specialization
Cape Elizabeth High School 2005 — 2009
Joseph H. Kim Joseph H. Kim's Merrill Lynch Experience June 2008 - May 2013
Job Corporate Finance
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Salesify, Inc. November 2014 - December 2014
Deutsche Bank June 2014 - August 2014
Lawndale Capital Management November 2013 - March 2014
Merrill Lynch June 2008 - May 2013
PricewaterhouseCoopers September 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Equities
Education
UC Berkeley Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
UCLA Anderson School of Management 2011 — 2012
Riordan Fellows
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics & Accounting
Deutsche Bank July 2015 - Present
Salesify, Inc. November 2014 - December 2014
Deutsche Bank June 2014 - August 2014
Lawndale Capital Management November 2013 - March 2014
Merrill Lynch June 2008 - May 2013
PricewaterhouseCoopers September 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Equities
Education
UC Berkeley Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
UCLA Anderson School of Management 2011 — 2012
Riordan Fellows
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics & Accounting
Mike Alpert Mike Alpert's Merrill Lynch Experience 1994 - 1996
Job President & Managing Member, Boomerang Asset Management, LLC
Industry Venture Capital & Private Equity
Experience
Boomerang Asset Management, LLC 2009 - Present
E*Trade Financial Corporation 1999 - 2008
Merrill Lynch 1994 - 1996
Lehman Brothers 1993 - 1994
Skills
Integration, Business Planning, Corporate Development, Negotiation, Strategy, Management, Venture Capital, Mergers & Acquisitions, Executive Management, Financial Modeling, Strategic Planning, Due Diligence, Finance, Portfolio Management, Competitive Analysis, E-commerce, Mergers, Cross-functional Team..., Equities, New Business Development, Business Strategy, Strategic Partnerships, Investments, Asset Management, Leadership, Valuation, Private Equity
Education
Tulane University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, (full-time)
Boomerang Asset Management, LLC 2009 - Present
E*Trade Financial Corporation 1999 - 2008
Merrill Lynch 1994 - 1996
Lehman Brothers 1993 - 1994
Skills
Integration, Business Planning, Corporate Development, Negotiation, Strategy, Management, Venture Capital, Mergers & Acquisitions, Executive Management, Financial Modeling, Strategic Planning, Due Diligence, Finance, Portfolio Management, Competitive Analysis, E-commerce, Mergers, Cross-functional Team..., Equities, New Business Development, Business Strategy, Strategic Partnerships, Investments, Asset Management, Leadership, Valuation, Private Equity
Education
Tulane University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, (full-time)
Nick Montana's Merrill Lynch Experience January 2015 - May 2015
Job Student at Tulane University A.B. Freeman School of Business
Industry Banking
Experience
Teespring June 2015 - Present
Merrill Lynch January 2015 - May 2015
Skills
PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Jazz Dance, Cat Herding, Fire Eating
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Business Administration and Management, General
University of Washington 2010 — 2012
Accounting and Business/Management
Teespring June 2015 - Present
Merrill Lynch January 2015 - May 2015
Skills
PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Jazz Dance, Cat Herding, Fire Eating
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Business Administration and Management, General
University of Washington 2010 — 2012
Accounting and Business/Management
Jordan R. Smith's Merrill Lynch Experience May 2008 - August 2008
Job Tricon Energy
Industry Oil & Energy
Experience
Tricon Energy August 2011 - Present
The Boot Bar August 2008 - August 2011
Burkenroad Reports January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Energy, Financial Modeling, Valuation, Equities, Corporate Finance, Trading, Finance, Data Analysis, Economics, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Analysis, Management, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Finance-Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Legal Business
Tricon Energy August 2011 - Present
The Boot Bar August 2008 - August 2011
Burkenroad Reports January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Energy, Financial Modeling, Valuation, Equities, Corporate Finance, Trading, Finance, Data Analysis, Economics, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Analysis, Management, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Finance-Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Legal Business
William Zink William Zink's Merrill Lynch Experience July 2003 - July 2005
Job Assistant Project Engineer at Pepper Construction Group, Principal at Zink Architecture & Devellopment
Industry Real Estate
Experience
Zink Architecture & Development 2014 - Present
Pepper Construction Group 2013 - Present
Strategic Capital Partners September 2006 - April 2010
Assent LLC November 2005 - September 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch May 2002 - August 2002
The White House May 2001 - August 2001
Skills
Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Finance, Real Estate, Investment Banking, Equities, Bloomberg, Management, Investment Properties, Banking, Architecture, Construction, Estimating, Consulting, Compliance, Microsoft Excel, LEED Accredited, Architectural Design, Construction Management, Construction Drawings, Investments, Financial Modeling, Due Diligence, Financial Services
Education
Tulane University 2010 — 2013
Masters of Architecture
Vanderbilt University 1999 — 2003
Bachelor of Science (BS)
Park Tudor
Zink Architecture & Development 2014 - Present
Pepper Construction Group 2013 - Present
Strategic Capital Partners September 2006 - April 2010
Assent LLC November 2005 - September 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch May 2002 - August 2002
The White House May 2001 - August 2001
Skills
Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Finance, Real Estate, Investment Banking, Equities, Bloomberg, Management, Investment Properties, Banking, Architecture, Construction, Estimating, Consulting, Compliance, Microsoft Excel, LEED Accredited, Architectural Design, Construction Management, Construction Drawings, Investments, Financial Modeling, Due Diligence, Financial Services
Education
Tulane University 2010 — 2013
Masters of Architecture
Vanderbilt University 1999 — 2003
Bachelor of Science (BS)
Park Tudor
Robert Schenck's Merrill Lynch Experience June 2009 - July 2009
Job Assurance Senior at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young September 2012 - Present
Grant Thornton LLP January 2011 - September 2012
Merrill Lynch June 2009 - July 2009
Skills
External Audit, Auditing, Microsoft Office, SEC filings, US GAAP, Internal Controls, Accounting, Financial Accounting, Financial Reporting, CPA, Sarbanes-Oxley Act, Assurance, Revenue Recognition, Financial Statements
Education
Tulane University 2008 — 2010
Master of Accounting, Accounting
Tulane University 2008 — 2010
Bachelor of Science in Management, Finance, General
Ernst & Young September 2012 - Present
Grant Thornton LLP January 2011 - September 2012
Merrill Lynch June 2009 - July 2009
Skills
External Audit, Auditing, Microsoft Office, SEC filings, US GAAP, Internal Controls, Accounting, Financial Accounting, Financial Reporting, CPA, Sarbanes-Oxley Act, Assurance, Revenue Recognition, Financial Statements
Education
Tulane University 2008 — 2010
Master of Accounting, Accounting
Tulane University 2008 — 2010
Bachelor of Science in Management, Finance, General
Stephanie Garofoli's Merrill Lynch Experience June 2013 - August 2013
Job Marketing Associate at VidMob
Industry Online Media
Experience
VidMob August 2015 - Present
VidMob June 2014 - Present
Merrill Lynch June 2013 - August 2013
Luciano Barbera May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Spanish, Mutual Funds, Facebook, Social Media Marketing, Marketing, Public Speaking, Social Media, Customer Service
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management (BSM), Management
Greens Farms Academy 2007 — 2011
VidMob August 2015 - Present
VidMob June 2014 - Present
Merrill Lynch June 2013 - August 2013
Luciano Barbera May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Spanish, Mutual Funds, Facebook, Social Media Marketing, Marketing, Public Speaking, Social Media, Customer Service
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management (BSM), Management
Greens Farms Academy 2007 — 2011
David Kulik David Kulik's Merrill Lynch Experience June 2005 - August 2005
Job Director, Distribution Strategy at A+E Networks
Industry Entertainment
Experience
A+E Networks September 2014 - June 2015
A+E Networks June 2014 - August 2014
Lionsgate January 2014 - May 2014
ZS Associates December 2012 - June 2013
ZS Associates August 2010 - December 2012
Chartwell Consulting June 2009 - August 2009
AXA Equitable June 2008 - August 2008
AXA Equitable June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Market Research, Marketing Strategy, Sales Effectiveness, Management Consulting, Microsoft Office, SPSS, Leadership, Analytics, Competitive Analysis, Incentive Schemes, Sales Compensation, Incentive Programs, Sales Force..., Media Distribution
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Williams College 2006 — 2010
BA, Economics, Asian Studies, 3.6
A+E Networks September 2014 - June 2015
A+E Networks June 2014 - August 2014
Lionsgate January 2014 - May 2014
ZS Associates December 2012 - June 2013
ZS Associates August 2010 - December 2012
Chartwell Consulting June 2009 - August 2009
AXA Equitable June 2008 - August 2008
AXA Equitable June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Market Research, Marketing Strategy, Sales Effectiveness, Management Consulting, Microsoft Office, SPSS, Leadership, Analytics, Competitive Analysis, Incentive Schemes, Sales Compensation, Incentive Programs, Sales Force..., Media Distribution
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Williams College 2006 — 2010
BA, Economics, Asian Studies, 3.6
Claire Schelske's Merrill Lynch Experience May 2013 - August 2013
Job StudentAthlete at Tulane University
Industry Accounting
Experience
Merrill Lynch May 2013 - August 2013
Oakland Hills Country Club May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
Tulane University 2011 — 2016
Masters of Accounting and Bachelor of Science in Management, Finance and Management
Marian High School 2007 — 2011
High School
Merrill Lynch May 2013 - August 2013
Oakland Hills Country Club May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
Tulane University 2011 — 2016
Masters of Accounting and Bachelor of Science in Management, Finance and Management
Marian High School 2007 — 2011
High School
Andrew Brain's Merrill Lynch Experience June 2012 - July 2012
Job Associate at Kansas City Sustainable Development Partners, LLC
Industry Real Estate
Experience
Brain Development, LLC April 2015 - Present
Kansas City Sustainable Development Partners, LLC March 2015 - Present
Marvel Properties, LLC October 2014 - Present
Gadinsky Real Estate June 2013 - March 2015
Merrill Lynch June 2012 - July 2012
Straub Construction May 2010 - August 2010
RS services May 2008 - August 2009
Segway Experience of Kansas City February 2006 - August 2007
Skills
Word, PowerPoint, Microsoft Word, Microsoft Excel, Access
Education
Tulane University 2009 — 2013
Bachelors of Science Management, Finance, Legal Studies
Brain Development, LLC April 2015 - Present
Kansas City Sustainable Development Partners, LLC March 2015 - Present
Marvel Properties, LLC October 2014 - Present
Gadinsky Real Estate June 2013 - March 2015
Merrill Lynch June 2012 - July 2012
Straub Construction May 2010 - August 2010
RS services May 2008 - August 2009
Segway Experience of Kansas City February 2006 - August 2007
Skills
Word, PowerPoint, Microsoft Word, Microsoft Excel, Access
Education
Tulane University 2009 — 2013
Bachelors of Science Management, Finance, Legal Studies
Tomas Isman Tomas Isman's Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2013 - Present
Banco Brasil Plural May 2012 - July 2012
Banco Brasil Plural May 2011 - July 2011
Biosev May 2010 - July 2010
Louis Dreyfus Commodities July 2008 - July 2008
Skills
Microsoft Office, Market Research, Microsoft Excel, Financial Modeling, Valuation, Economics, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Singapore American School 2007 — 2009
Graded School
Merrill Lynch July 2013 - Present
Banco Brasil Plural May 2012 - July 2012
Banco Brasil Plural May 2011 - July 2011
Biosev May 2010 - July 2010
Louis Dreyfus Commodities July 2008 - July 2008
Skills
Microsoft Office, Market Research, Microsoft Excel, Financial Modeling, Valuation, Economics, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Singapore American School 2007 — 2009
Graded School
Monica Malone Monica Malone's Merrill Lynch Experience 2003 - 2005
Job Relationship Manager, Financial Institutions Group, Santander
Industry Banking
Experience
Santander Investment Securities Inc April 2015 - Present
UBS October 2010 - April 2015
UBS July 2007 - November 2010
Merrill Lynch 2003 - 2005
Skills
Relationship Management, Series 79, Series 7, Series 63, Financial Services, Investment Management, Structured Products, Fixed Income, Equities, Financial Analysis, Risk Management, Finance, Wealth Management, Credit, ETFs, High Net Worth..., Electronic Trading, Structured Finance, Wealth, Financial Structuring, Trading Systems, Commodity, Series 24, Equity Derivatives, Equity Trading, Currency, Series 65
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Tulane University 1998 — 2002
Bachelor of Science, Marketing & History
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing
Santander Investment Securities Inc April 2015 - Present
UBS October 2010 - April 2015
UBS July 2007 - November 2010
Merrill Lynch 2003 - 2005
Skills
Relationship Management, Series 79, Series 7, Series 63, Financial Services, Investment Management, Structured Products, Fixed Income, Equities, Financial Analysis, Risk Management, Finance, Wealth Management, Credit, ETFs, High Net Worth..., Electronic Trading, Structured Finance, Wealth, Financial Structuring, Trading Systems, Commodity, Series 24, Equity Derivatives, Equity Trading, Currency, Series 65
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Tulane University 1998 — 2002
Bachelor of Science, Marketing & History
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing
Ikenna Ene Ikenna Ene's Merrill Lynch Experience June 2008 - March 2009
Job Associate Director Oil and Gas Industries Group at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank April 2015 - Present
Standard Chartered Bank August 2014 - March 2015
Standard Chartered Bank December 2012 - August 2014
Standard Chartered Bank January 2012 - December 2012
Standard Chartered Bank July 2011 - January 2012
Standard Chartered Bank October 2010 - June 2011
Standard Chartered Bank June 2010 - October 2010
PPMC April 2009 - April 2010
Merrill Lynch June 2008 - March 2009
Skills
Credit Analysis, Business Strategy, Business Development, Financial Modeling, Derivatives, Corporate Finance, Credit Risk, Emerging Markets, Capital Markets, Banking, Financial Analysis, Investment Banking, Strategy, Project Finance
Education
University College London, U. of London 2004 — 2007
Bachelors, Electrical Electronics Engineering, 1st Class Honours
Standard Chartered Bank April 2015 - Present
Standard Chartered Bank August 2014 - March 2015
Standard Chartered Bank December 2012 - August 2014
Standard Chartered Bank January 2012 - December 2012
Standard Chartered Bank July 2011 - January 2012
Standard Chartered Bank October 2010 - June 2011
Standard Chartered Bank June 2010 - October 2010
PPMC April 2009 - April 2010
Merrill Lynch June 2008 - March 2009
Skills
Credit Analysis, Business Strategy, Business Development, Financial Modeling, Derivatives, Corporate Finance, Credit Risk, Emerging Markets, Capital Markets, Banking, Financial Analysis, Investment Banking, Strategy, Project Finance
Education
University College London, U. of London 2004 — 2007
Bachelors, Electrical Electronics Engineering, 1st Class Honours
Alessandra Donadelli Alessandra Donadelli's Merrill Lynch Experience July 2008 - September 2011
Job Manager at Fox International Channels
Industry Banking
Experience
21st Century Fox - Fox International Channels July 2014 - Present
Warner Bros. Entertainment Group of Companies June 2013 - March 2014
Prestige Kiosks March 2011 - June 2012
Merrill Lynch July 2008 - September 2011
Goldman Sachs June 2007 - August 2007
Skills
Company Valuation, International M&A, M&A Modeling, Corporate Finance, Investment Banking, Entertainment, Film Finance, Capital Markets, Mergers & Acquisitions, Financial Advisory, Equity Valuation, Business Development, Bloomberg, Financial Modeling, Emerging Markets, Finance, Financial Services, Bonds, Venture Capital, Valuation, Equity Research, Business Strategy
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of St. Andrews 2004 — 2008
B.Sc. Management Science, Management & Statistics
21st Century Fox - Fox International Channels July 2014 - Present
Warner Bros. Entertainment Group of Companies June 2013 - March 2014
Prestige Kiosks March 2011 - June 2012
Merrill Lynch July 2008 - September 2011
Goldman Sachs June 2007 - August 2007
Skills
Company Valuation, International M&A, M&A Modeling, Corporate Finance, Investment Banking, Entertainment, Film Finance, Capital Markets, Mergers & Acquisitions, Financial Advisory, Equity Valuation, Business Development, Bloomberg, Financial Modeling, Emerging Markets, Finance, Financial Services, Bonds, Venture Capital, Valuation, Equity Research, Business Strategy
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of St. Andrews 2004 — 2008
B.Sc. Management Science, Management & Statistics
Steven Lauder Steven Lauder's Merrill Lynch Experience January 2004 - November 2011
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
Merrill Lynch January 2004 - November 2011
United States Air Force August 1983 - February 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Saving for Education, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Financial Advisory, Estate Planning, Alternative Investments, CRPC, 401k Rollovers, Wealth Management...
Education
National University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Air Force Institute of Technology 1983 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Morgan Stanley Smith Barney November 2011 - Present
Merrill Lynch January 2004 - November 2011
United States Air Force August 1983 - February 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Saving for Education, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Financial Advisory, Estate Planning, Alternative Investments, CRPC, 401k Rollovers, Wealth Management...
Education
National University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Air Force Institute of Technology 1983 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Marshall Duane's Merrill Lynch Experience October 1980 - Present
Job Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1980 - Present
Education
Tulane University 1974 — 1979
BS Engineering & Masters in Business Administration, Engineering and Business
St. Andrew's School, Boca Raton, FL 1968 — 1974
Merrill Lynch October 1980 - Present
Education
Tulane University 1974 — 1979
BS Engineering & Masters in Business Administration, Engineering and Business
St. Andrew's School, Boca Raton, FL 1968 — 1974
Lily Just Lily Just's Merrill Lynch Experience January 2008 - April 2009
Job Director of Admissions at THINK Global School
Industry Education Management
Experience
THINK Global School June 2011 - Present
Tax Technology Services, LLC May 2009 - July 2011
Merrill Lynch January 2008 - April 2009
Merrill Lynch September 2005 - December 2007
Merrill Lynch August 2003 - September 2005
Tulane University July 1999 - June 2003
EXAMCO Inc. (Now Kaplan Financial) September 1997 - July 1999
Skills
Admissions, Nonprofits, Enrollment Management, Marketing Strategy, Marketing, Student Recruiting, Strategy, Student Financial Aid, Strategic Planning, Marketing Communications, Educational Leadership, Leadership Development, Management, Student Affairs, Competitive Analysis, Program Development, Public Speaking, International Education, Higher Education, Data Analysis, Leadership, Social Networking, Staff Development, Research, Editing, Conducting Interviews, Intercultural Awareness, International Admissions, Intercultural Relations, Travel, Academic Administration, Admissions Counseling, Intercultural Skills, Private Schools, Independent Schools, Psychology, Spanish, Budgets, Event Planning, Intercultural..., Market Research
Education
Yale University 1993 — 1997
BA, Philosophy, Psychology
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Management, Marketing
THINK Global School June 2011 - Present
Tax Technology Services, LLC May 2009 - July 2011
Merrill Lynch January 2008 - April 2009
Merrill Lynch September 2005 - December 2007
Merrill Lynch August 2003 - September 2005
Tulane University July 1999 - June 2003
EXAMCO Inc. (Now Kaplan Financial) September 1997 - July 1999
Skills
Admissions, Nonprofits, Enrollment Management, Marketing Strategy, Marketing, Student Recruiting, Strategy, Student Financial Aid, Strategic Planning, Marketing Communications, Educational Leadership, Leadership Development, Management, Student Affairs, Competitive Analysis, Program Development, Public Speaking, International Education, Higher Education, Data Analysis, Leadership, Social Networking, Staff Development, Research, Editing, Conducting Interviews, Intercultural Awareness, International Admissions, Intercultural Relations, Travel, Academic Administration, Admissions Counseling, Intercultural Skills, Private Schools, Independent Schools, Psychology, Spanish, Budgets, Event Planning, Intercultural..., Market Research
Education
Yale University 1993 — 1997
BA, Philosophy, Psychology
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Management, Marketing
Everett K. Perry's Merrill Lynch Experience December 2008 - January 2009
Job Portfolio Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Bloomberg LP July 2012 - Present
Group One Trading, LP April 2011 - January 2012
Group One Trading, LP July 2010 - April 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2009 - December 2009
Merrill Lynch December 2008 - January 2009
Skills
Trading, Equity Research, Accounting, Econometrics, Mandarin, Portfolio Management, Statistics, Valuation, Investments, Equity Trading, Capital Markets, Options, Equities, Electronic Trading, Risk Management, Fixed Income, Bloomberg, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelors of Science in Management, Finance, Asian Studies
CIEE, East China Normal University 2008 — 2008
Wellesley High School
Bloomberg LP June 2015 - Present
Bloomberg LP July 2012 - Present
Group One Trading, LP April 2011 - January 2012
Group One Trading, LP July 2010 - April 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2009 - December 2009
Merrill Lynch December 2008 - January 2009
Skills
Trading, Equity Research, Accounting, Econometrics, Mandarin, Portfolio Management, Statistics, Valuation, Investments, Equity Trading, Capital Markets, Options, Equities, Electronic Trading, Risk Management, Fixed Income, Bloomberg, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelors of Science in Management, Finance, Asian Studies
CIEE, East China Normal University 2008 — 2008
Wellesley High School
Adam Granat's Merrill Lynch Experience February 2010 - April 2010
Job Senior Accountant
Industry Accounting
Experience
Mission: Restore October 2012 - Present
GameChanger Media, Inc. November 2014 - May 2015
Knewton April 2013 - November 2014
Grant Thornton LLP January 2012 - January 2013
Merrill Lynch February 2010 - April 2010
Skills
Accounting, Tax, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2011
Bachelor Of Science, Finance
Mission: Restore October 2012 - Present
GameChanger Media, Inc. November 2014 - May 2015
Knewton April 2013 - November 2014
Grant Thornton LLP January 2012 - January 2013
Merrill Lynch February 2010 - April 2010
Skills
Accounting, Tax, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2011
Bachelor Of Science, Finance
Evan Slazinik's Merrill Lynch Experience June 2012 - August 2012
Job Chief of Staff to the Executive Team
Industry Renewables & Environment
Experience
Dividend Solar, Inc. February 2015 - Present
BMO Capital Markets July 2014 - February 2015
BMO Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance & Economics
Dividend Solar, Inc. February 2015 - Present
BMO Capital Markets July 2014 - February 2015
BMO Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance & Economics
Jeremy Shank's Merrill Lynch Experience July 1997 - June 2003
Job CoOwner, Designer & Customer Advisor at Paragon Construction Company
Industry Construction
Experience
Paragon Construction Company LLC May 2003 - Present
Merrill Lynch July 1997 - June 2003
McDermott International Inc. 1995 - 1997
Skills
Strategic Planning, Contract Negotiation, Team Building, Budgets, Risk Management, Customer Service, Sales Management, New Business Development, Sales, Negotiation, Long-term Customer..., Project Estimation, CRM, Cabinetry, Construction, Custom Remodeling, Management, Renovation, Small Business
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Finance, 3.75/4.0 (Major), 3.37/4.0 (Cumulative)
New York Institute of Finance 2000 — 2000
Mergers & Acquisitions - Intermediate
Paragon Construction Company LLC May 2003 - Present
Merrill Lynch July 1997 - June 2003
McDermott International Inc. 1995 - 1997
Skills
Strategic Planning, Contract Negotiation, Team Building, Budgets, Risk Management, Customer Service, Sales Management, New Business Development, Sales, Negotiation, Long-term Customer..., Project Estimation, CRM, Cabinetry, Construction, Custom Remodeling, Management, Renovation, Small Business
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Finance, 3.75/4.0 (Major), 3.37/4.0 (Cumulative)
New York Institute of Finance 2000 — 2000
Mergers & Acquisitions - Intermediate
Omotoye Makinde Omotoye Makinde's Merrill Lynch Experience April 2007 - September 2011
Job HR Management Associate
Industry Information Technology and Services
Experience
Hewlett-Packard (UK) September 2014 - Present
Hewlett-Packard January 2014 - September 2014
3 Capital Limited January 2012 - July 2013
Merrill Lynch April 2007 - September 2011
Goldman Sachs International July 2003 - April 2007
Skills
Prime Brokerage, Derivatives, Hedge Funds, Swaps, Financial Services, Credit Derivatives, CRM, Due Diligence, Equities, Credit, Management, Capital Markets, Emerging Markets
Education
City University London, Cass Business School 2011 — 2013
Executive MBA
UCL 2000 — 2003
LLB Hons, Law
Hewlett-Packard (UK) September 2014 - Present
Hewlett-Packard January 2014 - September 2014
3 Capital Limited January 2012 - July 2013
Merrill Lynch April 2007 - September 2011
Goldman Sachs International July 2003 - April 2007
Skills
Prime Brokerage, Derivatives, Hedge Funds, Swaps, Financial Services, Credit Derivatives, CRM, Due Diligence, Equities, Credit, Management, Capital Markets, Emerging Markets
Education
City University London, Cass Business School 2011 — 2013
Executive MBA
UCL 2000 — 2003
LLB Hons, Law
Brian Penzel's Merrill Lynch Experience June 1996 - 1998
Job Corporate Relationship Manager at Graystone Consulting Morgan Stanley Smith Barney
Industry Financial Services
Experience
Graystone Consulting Morgan Stanley December 2001 - Present
eProsper, Inc. January 2001 - November 2001
Solomon Smith Barney 2000 - 2001
AST StockPlan April 1998 - January 2000
Merrill Lynch June 1996 - 1998
US Army 1996 - 1997
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Graystone Consulting Morgan Stanley December 2001 - Present
eProsper, Inc. January 2001 - November 2001
Solomon Smith Barney 2000 - 2001
AST StockPlan April 1998 - January 2000
Merrill Lynch June 1996 - 1998
US Army 1996 - 1997
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Nicolas Barrios's Merrill Lynch Experience October 1991 - November 1999
Job Branch Manager, Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Wells Fargo September 2000 - November 2008
Merrill Lynch October 1991 - November 1999
Education
Tulane University 1985 — 1989
BS, Pyschology
UBS November 2008 - Present
Wells Fargo September 2000 - November 2008
Merrill Lynch October 1991 - November 1999
Education
Tulane University 1985 — 1989
BS, Pyschology
Diana Winoker Diana Winoker's Merrill Lynch Experience December 1976 - October 1979
Job Volunteer at Plant Museum
Industry Financial Services
Experience
Dress for Success -Tampa May 2012 - Present
Plant Museum May 2012 - Present
Wells Fargo Advisors, LLC May 2008 - July 2012
Smith Barney 1983 - 2008
Dean Witter October 1979 - August 1982
Merrill Lynch December 1976 - October 1979
Skills
Volunteer Organization, St., St.Joseph's Womens ..., Financial Planning, Estate Planning, Retirement Planning, Funding, Asset Management, Asset Managment, Strategic Financial..., Investment Management, Wealth Management, Volunteering, Investments, Investment Advisory, Series 65, Mutual Funds, Asset Allocation, Loans, Insurance, Series 63, Series 7, Financial Analysis, Wealth Management..., Fixed Annuities, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Hedge Funds, Separately Managed..., ETFs, Life Insurance, Relationship Management, Financial Services, Small Business Lending, 401k, Personal Finance, FINRA, Bonds, Private Equity, Due Diligence, IRAs, Long-term Care, High Net Worth..., Finance, Wealth, Banking, Series 24, Financial Planners
Education
leadership Tampa 1979 — 1980
University of Tampa 1976 — 1979
MBA, Business
Newcomb College-Tulane University 1970 — 1974
BS, Psychology
Tulane University 1970 — 1974
BS, Psychology
H.B.Plant High School 1968 — 1970
Dress for Success -Tampa May 2012 - Present
Plant Museum May 2012 - Present
Wells Fargo Advisors, LLC May 2008 - July 2012
Smith Barney 1983 - 2008
Dean Witter October 1979 - August 1982
Merrill Lynch December 1976 - October 1979
Skills
Volunteer Organization, St., St.Joseph's Womens ..., Financial Planning, Estate Planning, Retirement Planning, Funding, Asset Management, Asset Managment, Strategic Financial..., Investment Management, Wealth Management, Volunteering, Investments, Investment Advisory, Series 65, Mutual Funds, Asset Allocation, Loans, Insurance, Series 63, Series 7, Financial Analysis, Wealth Management..., Fixed Annuities, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Hedge Funds, Separately Managed..., ETFs, Life Insurance, Relationship Management, Financial Services, Small Business Lending, 401k, Personal Finance, FINRA, Bonds, Private Equity, Due Diligence, IRAs, Long-term Care, High Net Worth..., Finance, Wealth, Banking, Series 24, Financial Planners
Education
leadership Tampa 1979 — 1980
University of Tampa 1976 — 1979
MBA, Business
Newcomb College-Tulane University 1970 — 1974
BS, Psychology
Tulane University 1970 — 1974
BS, Psychology
H.B.Plant High School 1968 — 1970
David C Klein's Merrill Lynch Experience June 2012 - January 2014
Job MBA Candidate at UMD R. H. Smith School of Business
Industry Financial Services
Experience
Maxim Healthcare Services September 2015 - Present
PANDORA A/S February 2015 - May 2015
Merrill Lynch June 2012 - January 2014
Sands Brothers Asset Management October 2011 - February 2012
Skills
Financial Modeling, Series 7, Alternative Investments, Equities, Microsoft Office, Financial Analysis, Securities, Investments, Fixed Income, Finance, Portfolio Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Structured Finance, Asset Management, Asset Managment, CRPC, Portfolio Analysis, Series 66, MySQL, SQL
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Tulane University 2007 — 2011
Bachelor of Science (BS), Business Management
McDonogh School 2003 — 2007
Maxim Healthcare Services September 2015 - Present
PANDORA A/S February 2015 - May 2015
Merrill Lynch June 2012 - January 2014
Sands Brothers Asset Management October 2011 - February 2012
Skills
Financial Modeling, Series 7, Alternative Investments, Equities, Microsoft Office, Financial Analysis, Securities, Investments, Fixed Income, Finance, Portfolio Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Structured Finance, Asset Management, Asset Managment, CRPC, Portfolio Analysis, Series 66, MySQL, SQL
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Tulane University 2007 — 2011
Bachelor of Science (BS), Business Management
McDonogh School 2003 — 2007
William Holly's Merrill Lynch Experience February 1985 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1985 - Present
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement, Portfolio Management, Fixed Income, Financial Advisory, Asset Management, 401k, IRAs, Investment Management
Education
Tufts University 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Government
The Choate School 1971 — 1972
Thayer Academy 1967 — 1971
Merrill Lynch February 1985 - Present
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement, Portfolio Management, Fixed Income, Financial Advisory, Asset Management, 401k, IRAs, Investment Management
Education
Tufts University 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Government
The Choate School 1971 — 1972
Thayer Academy 1967 — 1971
Brooks Cunningham's Merrill Lynch Experience April 2010 - August 2010
Job Senior Consultant at Citrix
Industry Computer Networking
Experience
Citrix July 2013 - Present
Citrix Systems August 2011 - July 2013
Northwestern Mutual November 2010 - May 2011
Tulane Athletics January 2010 - May 2011
A.B. Freeman August 2010 - December 2010
1stGIG.com May 2010 - August 2010
Merrill Lynch April 2010 - August 2010
Brooks Music Lessons May 2009 - August 2009
Turnkey Landscaping May 2006 - August 2006
Skills
Netscaler, Software Development, Computer Networking, Python, Software Documentation, Data Analysis, PowerPoint, Management, APIs, Enterprise Software, Microsoft Office, Microsoft Excel, Access, Social Networking, Photoshop, Microsoft Word, Public Speaking, Social Media, Social Media Marketing, Facebook, SPSS, Nonprofits, Community Outreach, Financial Analysis, Event Planning, Financial Modeling, Outlook, Citrix XenDesktop, API Development, Web Services API
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
Bachelor of Science, Management
Tulane University 2007 — 2011
A.B. Freeman School of BusinessBachelor of Science, Management; Management
Citrix July 2013 - Present
Citrix Systems August 2011 - July 2013
Northwestern Mutual November 2010 - May 2011
Tulane Athletics January 2010 - May 2011
A.B. Freeman August 2010 - December 2010
1stGIG.com May 2010 - August 2010
Merrill Lynch April 2010 - August 2010
Brooks Music Lessons May 2009 - August 2009
Turnkey Landscaping May 2006 - August 2006
Skills
Netscaler, Software Development, Computer Networking, Python, Software Documentation, Data Analysis, PowerPoint, Management, APIs, Enterprise Software, Microsoft Office, Microsoft Excel, Access, Social Networking, Photoshop, Microsoft Word, Public Speaking, Social Media, Social Media Marketing, Facebook, SPSS, Nonprofits, Community Outreach, Financial Analysis, Event Planning, Financial Modeling, Outlook, Citrix XenDesktop, API Development, Web Services API
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
Bachelor of Science, Management
Tulane University 2007 — 2011
A.B. Freeman School of BusinessBachelor of Science, Management; Management
Patrick Jensen's Merrill Lynch Experience June 1989 - November 1992
Job President and Director at Access Power INC
Industry Venture Capital & Private Equity
Experience
Access Power INC June 2012 - Present
Beta Capital Management August 1996 - May 2007
JPMorgan Chase November 1992 - August 1996
Merrill Lynch June 1989 - November 1992
Skills
Corporate Finance, Investment Banking, Direct Sales, CEO/CFO Certification
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BS, Business/Managerial Economics
Access Power INC June 2012 - Present
Beta Capital Management August 1996 - May 2007
JPMorgan Chase November 1992 - August 1996
Merrill Lynch June 1989 - November 1992
Skills
Corporate Finance, Investment Banking, Direct Sales, CEO/CFO Certification
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BS, Business/Managerial Economics
Meridith Hutchens's Merrill Lynch Experience 2005 - 2008
Job Partner, Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC November 2013 - Present
Crossroads Advisory Group, Inc. 2009 - 2013
Merrill Lynch 2005 - 2008
AIG 2003 - 2005
The Hartford 2001 - 2003
Genworth Financial 1999 - 2001
Huntington National Bank 1998 - 2001
First Chicago Bank & Trust 1996 - 1998
RBC Wealth Management 1992 - 1996
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management
Education
Tulane University 1989 — 1992
Highland Park High School 1984 — 1988
Polaris Wealth Advisers, LLC November 2013 - Present
Crossroads Advisory Group, Inc. 2009 - 2013
Merrill Lynch 2005 - 2008
AIG 2003 - 2005
The Hartford 2001 - 2003
Genworth Financial 1999 - 2001
Huntington National Bank 1998 - 2001
First Chicago Bank & Trust 1996 - 1998
RBC Wealth Management 1992 - 1996
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management
Education
Tulane University 1989 — 1992
Highland Park High School 1984 — 1988
Manny Diaz Manny Diaz's Merrill Lynch Experience June 2000 - March 2002
Job Program Director of Infrastructure at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies October 2012 - December 2012
Pride Technologies February 2012 - April 2012
Fidelity National Information Services August 2008 - October 2009
First Consulting Group July 2006 - December 2007
Merrill Lynch June 2000 - March 2002
Citigroup September 1986 - March 2000
Hess Corporation 1985 - 1986
BP Amoco 1974 - 1985
Skills
Vendor Management, Analysis, Data Center, IT Strategy, SDLC, Business Analysis, Process Improvement, IT Operations, IT Management, ITIL, Program Management, Outsourcing, Enterprise Architecture, Service Delivery, PMO, IT Service Management, Change Management, PMP, Business Process..., Executive Management, Risk Management, IT Outsourcing, Credit Card Processing, Leadership, Credit Card Transaction..., Continuous Improvement, Disaster Recovery, integrity, Credit Cards, Virtualization, Governance, Enterprise Software, Business Continuity, SaaS, Cloud Computing, Banking, Professional Services, Strategy, Team Building, Solution Architecture, Product Management, Business Intelligence, Management, Integrity, Integration, Infrastructure, Six Sigma, CRM, Call Centers, Business Process
Education
Tulsa Community College 1974 — 1975
Nathan Hale High School
HCL Technologies October 2012 - December 2012
Pride Technologies February 2012 - April 2012
Fidelity National Information Services August 2008 - October 2009
First Consulting Group July 2006 - December 2007
Merrill Lynch June 2000 - March 2002
Citigroup September 1986 - March 2000
Hess Corporation 1985 - 1986
BP Amoco 1974 - 1985
Skills
Vendor Management, Analysis, Data Center, IT Strategy, SDLC, Business Analysis, Process Improvement, IT Operations, IT Management, ITIL, Program Management, Outsourcing, Enterprise Architecture, Service Delivery, PMO, IT Service Management, Change Management, PMP, Business Process..., Executive Management, Risk Management, IT Outsourcing, Credit Card Processing, Leadership, Credit Card Transaction..., Continuous Improvement, Disaster Recovery, integrity, Credit Cards, Virtualization, Governance, Enterprise Software, Business Continuity, SaaS, Cloud Computing, Banking, Professional Services, Strategy, Team Building, Solution Architecture, Product Management, Business Intelligence, Management, Integrity, Integration, Infrastructure, Six Sigma, CRM, Call Centers, Business Process
Education
Tulsa Community College 1974 — 1975
Nathan Hale High School
Thomas Romer Thomas Romer's Merrill Lynch Experience November 1992 - July 1995
Job Greenberg Traurig, LLP (Shareholder)
Industry Law Practice
Experience
Greenberg Traurig, LLP May 2015 - Present
Brownstein Hyatt Farber Schreck 2007 - Present
Baker & Hostetler LLP January 2006 - March 2007
Baker & Hostetler LLP November 1998 - December 2005
Merrill Lynch November 1992 - July 1995
Governor Bruce Sundlun’s Office August 1991 - November 1992
Governor Bruce Sundlun’s Office January 1991 - August 1991
Dye Designs International July 1990 - January 1991
Skills
Mergers & Acquisitions, Complex Transactions, Corporate Governance, Public Companies, Securities Regulation, Legal Project Management, Corporate Law, Private Equity, Fund Formation
Education
University of Colorado School of Law 1996 — 1998
Jursis Doctorate, Law
Tufts University 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Greenberg Traurig, LLP May 2015 - Present
Brownstein Hyatt Farber Schreck 2007 - Present
Baker & Hostetler LLP January 2006 - March 2007
Baker & Hostetler LLP November 1998 - December 2005
Merrill Lynch November 1992 - July 1995
Governor Bruce Sundlun’s Office August 1991 - November 1992
Governor Bruce Sundlun’s Office January 1991 - August 1991
Dye Designs International July 1990 - January 1991
Skills
Mergers & Acquisitions, Complex Transactions, Corporate Governance, Public Companies, Securities Regulation, Legal Project Management, Corporate Law, Private Equity, Fund Formation
Education
University of Colorado School of Law 1996 — 1998
Jursis Doctorate, Law
Tufts University 1986 — 1990
Bachelor of Arts (B.A.), Political Science
J. Mark Holcomb, CIMA's Merrill Lynch Experience January 1995 - Present
Job Senior Vice President Wealth Management | Holcomb Geglein Group
Industry Investment Management
Experience
Merrill Lynch January 1995 - Present
U.S. Navy November 1984 - February 1994
Skills
Asset Allocation, Asset Management, Financial Modeling, Investment Advisory, Investments, Leadership, New Business Development, Portfolio Management, Retirement Planning, Strategy, Wealth Management, Alternative Investments, Investment Management, Mutual Funds, Series 7, Start-ups, Customer Service, Financial Analysis, Management, Team Building
Education
Tulane University 1982 — 1984
B.S.E., Biomedical Engineering
Merrill Lynch January 1995 - Present
U.S. Navy November 1984 - February 1994
Skills
Asset Allocation, Asset Management, Financial Modeling, Investment Advisory, Investments, Leadership, New Business Development, Portfolio Management, Retirement Planning, Strategy, Wealth Management, Alternative Investments, Investment Management, Mutual Funds, Series 7, Start-ups, Customer Service, Financial Analysis, Management, Team Building
Education
Tulane University 1982 — 1984
B.S.E., Biomedical Engineering
Ibrahim Chowdhury Ibrahim Chowdhury's Merrill Lynch Experience July 1999 - July 2002
Job Regional Credit Manager at The World Bank
Industry Executive Office
Experience
The World Bank November 2012 - Present
International Monetary Fund April 2010 - October 2012
Swiss National Bank 2005 - 2010
University of Cologne September 2002 - October 2005
Merrill Lynch July 1999 - July 2002
Skills
Fixed Income, Macroeconomics, Economic Policy, International Finance, Econometrics, Emerging Markets, Monetary Policy, Development Economics, International Relations, Financial Markets, Public Policy
Education
University of Oxford 1998 — 2002
D.Phil., Economics
UCL 1997 — 1998
Master of Science (MSc), Economics
The World Bank November 2012 - Present
International Monetary Fund April 2010 - October 2012
Swiss National Bank 2005 - 2010
University of Cologne September 2002 - October 2005
Merrill Lynch July 1999 - July 2002
Skills
Fixed Income, Macroeconomics, Economic Policy, International Finance, Econometrics, Emerging Markets, Monetary Policy, Development Economics, International Relations, Financial Markets, Public Policy
Education
University of Oxford 1998 — 2002
D.Phil., Economics
UCL 1997 — 1998
Master of Science (MSc), Economics
Alex Morshed Alex Morshed's Merrill Lynch Experience June 2007 - August 2007
Job Associate Business (Brand) Manager at Dole Packaged Foods, LLC
Industry Consumer Goods
Experience
Dole Packaged Foods, LLC June 2014 - Present
LeapFrog June 2013 - August 2013
Snak Club, Inc. September 2008 - June 2012
Merrill Lynch June 2007 - August 2007
Skills
Data Analysis, Marketing Strategy, Account Management, Advertising, Business Development, Retail Category..., Planograms, PowerPoint, Pivot Tables, Microsoft Excel, Product Development, Text Editing, Corporate Finance, Online Advertising, Analytics, Cross-functional Team..., Business Strategy, Market Research, Entrepreneurship, Sales Operations, Pricing, Strategic Planning, Management, Competitive Analysis, Sales, Brand Management, Strategic Partnerships, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Berkeley 2004 — 2008
B.A., Economics
Dole Packaged Foods, LLC June 2014 - Present
LeapFrog June 2013 - August 2013
Snak Club, Inc. September 2008 - June 2012
Merrill Lynch June 2007 - August 2007
Skills
Data Analysis, Marketing Strategy, Account Management, Advertising, Business Development, Retail Category..., Planograms, PowerPoint, Pivot Tables, Microsoft Excel, Product Development, Text Editing, Corporate Finance, Online Advertising, Analytics, Cross-functional Team..., Business Strategy, Market Research, Entrepreneurship, Sales Operations, Pricing, Strategic Planning, Management, Competitive Analysis, Sales, Brand Management, Strategic Partnerships, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Berkeley 2004 — 2008
B.A., Economics
Sarah Taebel, CPA Sarah Taebel, CPA's Merrill Lynch Experience May 2008 - August 2008
Job Analyst
Industry Accounting
Experience
Barclays May 2013 - Present
KPMG October 2011 - April 2013
U.S. Census Bureau February 2010 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Audit, US GAAP, Financial Reporting, Financial Analysis, Accounting, Auditing, External Audit, CPA, GAAP
Education
Tulane University - A.B. Freeman School of Business
BSM, Marketing and Management
University of Houston, C.T. Bauer College of Business
Certificate of Accountancy
Barclays May 2013 - Present
KPMG October 2011 - April 2013
U.S. Census Bureau February 2010 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Audit, US GAAP, Financial Reporting, Financial Analysis, Accounting, Auditing, External Audit, CPA, GAAP
Education
Tulane University - A.B. Freeman School of Business
BSM, Marketing and Management
University of Houston, C.T. Bauer College of Business
Certificate of Accountancy
Vincent Do Vincent Do's Merrill Lynch Experience June 2009 - August 2009
Job Financial Manager at JPM Asset Management
Industry Financial Services
Experience
JPM Asset Management January 2015 - Present
JPM Asset Management June 2012 - January 2015
JP Morgan Chase October 2010 - June 2012
Merrill Lynch June 2009 - August 2009
Starr & Company, LLC February 2006 - July 2008
Wenner Media February 2004 - February 2006
Skills
Investments, Hedge Funds, Asset Management, Financial Analysis, Options, Bloomberg, Corporate Finance, Asset Managment, Due Diligence, Finance, Valuation, Analysis, Fixed Income, Equities, Financial Modeling, Strategic Planning, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA
University of Maryland College Park 1999 — 2003
BA
JPM Asset Management January 2015 - Present
JPM Asset Management June 2012 - January 2015
JP Morgan Chase October 2010 - June 2012
Merrill Lynch June 2009 - August 2009
Starr & Company, LLC February 2006 - July 2008
Wenner Media February 2004 - February 2006
Skills
Investments, Hedge Funds, Asset Management, Financial Analysis, Options, Bloomberg, Corporate Finance, Asset Managment, Due Diligence, Finance, Valuation, Analysis, Fixed Income, Equities, Financial Modeling, Strategic Planning, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA
University of Maryland College Park 1999 — 2003
BA
Michael J. Opre, CFA Michael J. Opre, CFA's Merrill Lynch Experience 1992 - 1994
Job Portfolio Manager | Investment Officer | Wealth Manager | Investment Strategist | Global Capital Markets Expert
Industry Investment Management
Experience
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
Fiona Stephenson's Merrill Lynch Experience April 2012 - March 2014
Job Staffing Executive at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half Management Resources March 2015 - Present
Robert Half Finance & Accounting March 2014 - February 2015
Merrill Lynch April 2012 - March 2014
The Association of Chartered Accountants in the US January 2012 - January 2014
PwC October 2005 - April 2012
EF English First June 2005 - September 2005
Global Volunteer Network April 2005 - May 2005
Global Volunteer Network January 2005 - February 2005
Executive Women Magazine October 1998 - November 1998
Skills
Financial Analysis, Tax, Accounting, Finance, Auditing, Recruiting, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Business Valuation, Microsoft Excel, Small Business, Interviews, Nonprofits, Risk Management, Managerial Finance, Assurance, IPO, Hiring, Executive Search, Permanent Staffing, Accountants, Careers, Interviewing, Recruitment, Accounting Jobs, Finance Jobs, Accounting and Finance..., Financial Executive..., Management, People Management, People Development, Financial Services, Internal Controls, Sarbanes-Oxley Act
Education
UCL 2001 — 2004
BSc (First Class Honors), History & Philosophy of Science
Harrow College 1999 — 2001
A-Levels, English Language & Literature, French, Mathematics
Robert Half Management Resources March 2015 - Present
Robert Half Finance & Accounting March 2014 - February 2015
Merrill Lynch April 2012 - March 2014
The Association of Chartered Accountants in the US January 2012 - January 2014
PwC October 2005 - April 2012
EF English First June 2005 - September 2005
Global Volunteer Network April 2005 - May 2005
Global Volunteer Network January 2005 - February 2005
Executive Women Magazine October 1998 - November 1998
Skills
Financial Analysis, Tax, Accounting, Finance, Auditing, Recruiting, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Business Valuation, Microsoft Excel, Small Business, Interviews, Nonprofits, Risk Management, Managerial Finance, Assurance, IPO, Hiring, Executive Search, Permanent Staffing, Accountants, Careers, Interviewing, Recruitment, Accounting Jobs, Finance Jobs, Accounting and Finance..., Financial Executive..., Management, People Management, People Development, Financial Services, Internal Controls, Sarbanes-Oxley Act
Education
UCL 2001 — 2004
BSc (First Class Honors), History & Philosophy of Science
Harrow College 1999 — 2001
A-Levels, English Language & Literature, French, Mathematics
Brian Bohr Brian Bohr's Merrill Lynch Experience June 2003 - August 2003
Job Investment Banker and Consultant
Industry Investment Banking
Experience
William & Henry Associates 2010 - Present
Cayenne Consulting 2012 - Present
Transpac Media Inc. 2004 - 2009
Merrill Lynch June 2003 - August 2003
News Corporation 1998 - 2002
Public Financial Management 1996 - 1998
Skills
Business Planning, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Development, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Financial Analysis, Strategy, Investments, Investment Banking, Strategic Financial..., IPO, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA
William & Henry Associates 2010 - Present
Cayenne Consulting 2012 - Present
Transpac Media Inc. 2004 - 2009
Merrill Lynch June 2003 - August 2003
News Corporation 1998 - 2002
Public Financial Management 1996 - 1998
Skills
Business Planning, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Development, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Financial Analysis, Strategy, Investments, Investment Banking, Strategic Financial..., IPO, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA
Johan Klarin Johan Klarin's Merrill Lynch Experience January 2006 - April 2008
Job Strategist, growth expert, technologist
Industry Information Technology and Services
Experience
VDBI LLC May 2014 - Present
Arriving Here LLC January 2012 - May 2014
PURE Room LLC July 2009 - June 2011
The Advisory Board Company April 2008 - March 2009
Merrill Lynch January 2006 - April 2008
iNetworkUSA, LLC January 2003 - December 2005
British Airways August 1998 - May 2002
Skills
Market Intelligence, Competitive Intelligence, Business Intelligence, Business Strategy, Global Business..., Cross-functional Team..., Problem Solving, Analysis, Business Plan..., Business Growth, International Business, Public Speaking, Business Plan Evaluation, Project Planning, Presentation Development, Business Process..., People Management, Team Leadership, Project Management, Business Development, Business Planning, Strategic Partnerships, Strategy, Finance, Sales, Management, Leadership, Program Management, Digital Marketing, Training, Management Consulting, Budgets, Market Analysis, Negotiation, Start-ups, Solution Selling, Competitive Analysis, Lead Generation, Marketing, Entrepreneurship, Market Research, Marketing Strategy, Strategic Planning, Consulting, Product Marketing, New Business Development, Product Management, CRM, Salesforce.com, Social Media
Education
State University of New York at Buffalo 2002 — 2004
MBA, Marketing
University College London, U. of London 1995 — 1998
BA, History
VDBI LLC May 2014 - Present
Arriving Here LLC January 2012 - May 2014
PURE Room LLC July 2009 - June 2011
The Advisory Board Company April 2008 - March 2009
Merrill Lynch January 2006 - April 2008
iNetworkUSA, LLC January 2003 - December 2005
British Airways August 1998 - May 2002
Skills
Market Intelligence, Competitive Intelligence, Business Intelligence, Business Strategy, Global Business..., Cross-functional Team..., Problem Solving, Analysis, Business Plan..., Business Growth, International Business, Public Speaking, Business Plan Evaluation, Project Planning, Presentation Development, Business Process..., People Management, Team Leadership, Project Management, Business Development, Business Planning, Strategic Partnerships, Strategy, Finance, Sales, Management, Leadership, Program Management, Digital Marketing, Training, Management Consulting, Budgets, Market Analysis, Negotiation, Start-ups, Solution Selling, Competitive Analysis, Lead Generation, Marketing, Entrepreneurship, Market Research, Marketing Strategy, Strategic Planning, Consulting, Product Marketing, New Business Development, Product Management, CRM, Salesforce.com, Social Media
Education
State University of New York at Buffalo 2002 — 2004
MBA, Marketing
University College London, U. of London 1995 — 1998
BA, History
Annie Birkentall's Merrill Lynch Experience August 2011 - December 2011
Job Supply Chain Data Coordinator at Chevron Oronite
Industry Oil & Energy
Experience
Chevron February 2014 - August 2015
Tulane University January 2013 - June 2013
Tulane University August 2012 - December 2012
Merrill Lynch August 2011 - December 2011
Tulane University June 2010 - May 2011
Datu Ramel Photography June 2009 - August 2009
WWT Consulting June 2009 - August 2009
Skills
Research, Marketing, Social Networking, Market Research, PowerPoint, Event Planning, Marketing Communications, Management, Event Management, Strategic Communications, Presentation Development, Program Management, Microsoft Office, Management Consulting, Relationship Marketing, Marketing Research, Energy, Microsoft Excel, Microsoft Word, Business Writing, Presentation Coaching, Public Speaking, Leadership, Analysis, Finance, Forecasting, Corporate Social..., Technology, Events Coordination, SAP APO, PIR, Downstream Oil & Gas, Inventory Forecasting, SAP BI, SAP BW, APO SNP, Green Belt, Lean Six Sigma, SharePoint, Data Analysis, Master Data Management, Social Media, Financial Analysis, Strategic Planning, S&OP implementation, Financial Modeling, Facebook, Project Management, Customer Service, Project Planning
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Masterâs Degree, Finance, General
Tulane University 2007 — 2011
Bachelor's Degree, Legal Studies in Business
Chevron February 2014 - August 2015
Tulane University January 2013 - June 2013
Tulane University August 2012 - December 2012
Merrill Lynch August 2011 - December 2011
Tulane University June 2010 - May 2011
Datu Ramel Photography June 2009 - August 2009
WWT Consulting June 2009 - August 2009
Skills
Research, Marketing, Social Networking, Market Research, PowerPoint, Event Planning, Marketing Communications, Management, Event Management, Strategic Communications, Presentation Development, Program Management, Microsoft Office, Management Consulting, Relationship Marketing, Marketing Research, Energy, Microsoft Excel, Microsoft Word, Business Writing, Presentation Coaching, Public Speaking, Leadership, Analysis, Finance, Forecasting, Corporate Social..., Technology, Events Coordination, SAP APO, PIR, Downstream Oil & Gas, Inventory Forecasting, SAP BI, SAP BW, APO SNP, Green Belt, Lean Six Sigma, SharePoint, Data Analysis, Master Data Management, Social Media, Financial Analysis, Strategic Planning, S&OP implementation, Financial Modeling, Facebook, Project Management, Customer Service, Project Planning
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Masterâs Degree, Finance, General
Tulane University 2007 — 2011
Bachelor's Degree, Legal Studies in Business
Richard Yen Richard Yen's Merrill Lynch Experience January 1999 - May 1999
Job Head of digital media investments at Saban Capital Group
Industry Venture Capital & Private Equity
Experience
Saban Capital Group June 2010 - Present
Saban Ventures (division of Saban Capital Group) June 2008 - June 2010
Blueprint Ventures July 2004 - May 2008
Rustic Canyon Partners April 2003 - April 2004
Recognition Group November 2001 - August 2002
ShockMarket May 1999 - April 2001
Merrill Lynch January 1999 - May 1999
D. E. Shaw & Co. June 1995 - December 1998
Skills
Strategy, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Mobile Devices, Digital Media, Enterprise Software, Investments, Due Diligence, Management, Digital Strategy, Portfolio Management, Integration, Software Development, Financial Modeling, Software, Mergers, Product Management, Business Development, Start-ups, Strategic Partnerships, Corporate Development, Growth Capital, Consumer Internet, Investment Banking, Commercialization, Valuation, Business Strategy, Business Intelligence, New Media, Corporate Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Entrepreneurship
University of California, Berkeley 1991 — 1995
BS, EECS
Saban Capital Group June 2010 - Present
Saban Ventures (division of Saban Capital Group) June 2008 - June 2010
Blueprint Ventures July 2004 - May 2008
Rustic Canyon Partners April 2003 - April 2004
Recognition Group November 2001 - August 2002
ShockMarket May 1999 - April 2001
Merrill Lynch January 1999 - May 1999
D. E. Shaw & Co. June 1995 - December 1998
Skills
Strategy, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Mobile Devices, Digital Media, Enterprise Software, Investments, Due Diligence, Management, Digital Strategy, Portfolio Management, Integration, Software Development, Financial Modeling, Software, Mergers, Product Management, Business Development, Start-ups, Strategic Partnerships, Corporate Development, Growth Capital, Consumer Internet, Investment Banking, Commercialization, Valuation, Business Strategy, Business Intelligence, New Media, Corporate Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Entrepreneurship
University of California, Berkeley 1991 — 1995
BS, EECS
Ilana Roth Escandon's Merrill Lynch Experience March 1998 - July 1998
Job
Industry Financial Services
Experience
Melissa & Doug September 2013 - May 2014
Merrill Lynch, WFC Headquarters December 2002 - February 2003
Merrill Lynch, WFC Headquarters June 2000 - February 2003
Merrill Lynch March 1998 - July 1998
Merrill Lynch December 1995 - July 1998
Reuters News Agency February 1993 - December 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Access, Analysis, Sales
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1988 — 1992
Bachelor's degree, Economics
Melissa & Doug September 2013 - May 2014
Merrill Lynch, WFC Headquarters December 2002 - February 2003
Merrill Lynch, WFC Headquarters June 2000 - February 2003
Merrill Lynch March 1998 - July 1998
Merrill Lynch December 1995 - July 1998
Reuters News Agency February 1993 - December 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Access, Analysis, Sales
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1988 — 1992
Bachelor's degree, Economics
Clint Romig III, CIC, CRIS's Merrill Lynch Experience 2000 - 2002
Job Producer at Eustis Insurance & Benefits
Industry Insurance
Experience
Eustis Insurance & Benefits June 2015 - Present
Cory, Tucker, & Larrowe, Inc. October 2009 - June 2015
Arthur J. Gallagher & Co. January 2005 - December 2009
Merrill Lynch 2000 - 2002
Skills
Insurance, Risk Management, Employment Practices..., Professional Liability, Captives, Commercial Insurance, Construction, Construction Risk..., Commercial Lines..., Property & Casualty..., Liability, Financial Analysis, Surety Bonds, Brokers, Underwriting, Workers Compensation, Casualty, Umbrella Insurance, Investments, General Insurance, Strategic Planning, Strategic Financial..., OSHA 10-Hour Certified
Education
The National Alliance for Insurance Education & Research 2009 — 2012
CIC, Certified Insurance Counselor
William J. Angell Surety School 2008 — 2010
Contract Surety
Tulane University 1994 — 1999
Jesuit High School 1990 — 1994
Eustis Insurance & Benefits June 2015 - Present
Cory, Tucker, & Larrowe, Inc. October 2009 - June 2015
Arthur J. Gallagher & Co. January 2005 - December 2009
Merrill Lynch 2000 - 2002
Skills
Insurance, Risk Management, Employment Practices..., Professional Liability, Captives, Commercial Insurance, Construction, Construction Risk..., Commercial Lines..., Property & Casualty..., Liability, Financial Analysis, Surety Bonds, Brokers, Underwriting, Workers Compensation, Casualty, Umbrella Insurance, Investments, General Insurance, Strategic Planning, Strategic Financial..., OSHA 10-Hour Certified
Education
The National Alliance for Insurance Education & Research 2009 — 2012
CIC, Certified Insurance Counselor
William J. Angell Surety School 2008 — 2010
Contract Surety
Tulane University 1994 — 1999
Jesuit High School 1990 — 1994
Nebula Gu Nebula Gu's Merrill Lynch Experience June 2008 - May 2009
Job Investment Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing 2012 - Present
SAG-AFTRA 2011 - Present
First Western Capital Management 2011 - 2011
KAC Media June 2009 - July 2010
Merrill Lynch June 2008 - May 2009
Fisher Investments July 2007 - February 2008
Fisher Investments July 2006 - July 2007
Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis
Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration
University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies
Abbot Downing 2012 - Present
SAG-AFTRA 2011 - Present
First Western Capital Management 2011 - 2011
KAC Media June 2009 - July 2010
Merrill Lynch June 2008 - May 2009
Fisher Investments July 2007 - February 2008
Fisher Investments July 2006 - July 2007
Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis
Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration
University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies
Alexandria Linden's Merrill Lynch Experience May 2008 - March 2009
Job Investment Adviser Representative
Industry Financial Services
Experience
Merrill Lynch May 2008 - March 2009
Bank of America October 2005 - April 2008
Samuel's Jewelers October 2004 - May 2005
Enterprise Rent-A-Car June 2002 - August 2004
Skills
Customer Service, Sales, Sales Management, Leadership, Management, Recruiting, Marketing
Education
Tulane University 2000 — 2002
Bachelor of Arts (B.A.), Fine and Studio Arts
The University of Texas at Austin 1997 — 1999
Merrill Lynch May 2008 - March 2009
Bank of America October 2005 - April 2008
Samuel's Jewelers October 2004 - May 2005
Enterprise Rent-A-Car June 2002 - August 2004
Skills
Customer Service, Sales, Sales Management, Leadership, Management, Recruiting, Marketing
Education
Tulane University 2000 — 2002
Bachelor of Arts (B.A.), Fine and Studio Arts
The University of Texas at Austin 1997 — 1999
Matthew Chiang's Merrill Lynch Experience June 2012 - August 2012
Job Student at University of California, Berkeley
Industry Mechanical or Industrial Engineering
Experience
Kohl's Department Stores June 2015 - August 2015
OddLook May 2014 - December 2014
De La Rosa & Co. May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Undergraduate Marketing Association September 2011 - May 2012
Boy Scouts of America January 2004 - August 2011
Skills
Microsoft Office, Matlab, Python, Photoshop, Apple iWork, Java, Illustrator, HTML, CSS, JavaScript, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
UC Berkeley College of Engineering 2011 — 2015
University of California, Berkeley 2011 — 2015
Bachelor of Science, Industrial Engineering & Operations
Kohl's Department Stores June 2015 - August 2015
OddLook May 2014 - December 2014
De La Rosa & Co. May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Undergraduate Marketing Association September 2011 - May 2012
Boy Scouts of America January 2004 - August 2011
Skills
Microsoft Office, Matlab, Python, Photoshop, Apple iWork, Java, Illustrator, HTML, CSS, JavaScript, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
UC Berkeley College of Engineering 2011 — 2015
University of California, Berkeley 2011 — 2015
Bachelor of Science, Industrial Engineering & Operations
James Jago, CFA's Merrill Lynch Experience December 2006 - July 2007
Job Vice President at Green Courte Partners
Industry Real Estate
Experience
Green Courte Partners September 2013 - Present
Hyatt Hotels Corporation September 2012 - September 2013
Hyatt Hotels Corporation September 2011 - September 2012
Hyatt Hotels Corporation September 2010 - September 2011
Pangaea Asset Management July 2007 - September 2010
Merrill Lynch December 2006 - July 2007
Skills
Valuation, Financial Modeling, Joint Ventures, Real Estate, Credit Analysis, Investments, Hotels, Private Equity, Corporate Structure, Preferred Stock, Distressed Debt, Asset Management, Financial Analysis, Portfolio Management, Capital Markets, Real Estate Economics
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Finance, Freeman GPA 3.8
Green Courte Partners September 2013 - Present
Hyatt Hotels Corporation September 2012 - September 2013
Hyatt Hotels Corporation September 2011 - September 2012
Hyatt Hotels Corporation September 2010 - September 2011
Pangaea Asset Management July 2007 - September 2010
Merrill Lynch December 2006 - July 2007
Skills
Valuation, Financial Modeling, Joint Ventures, Real Estate, Credit Analysis, Investments, Hotels, Private Equity, Corporate Structure, Preferred Stock, Distressed Debt, Asset Management, Financial Analysis, Portfolio Management, Capital Markets, Real Estate Economics
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Finance, Freeman GPA 3.8
Christopher Esemplare Jr.'s Merrill Lynch Experience May 2013 - August 2013
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Green Bull Investment Group June 2013 - May 2015
Tulane Endowment Fund April 2014 - August 2014
Sigma Phi Epsilon January 2014 - May 2014
Burkenroad Reports November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Three Court, LP June 2012 - August 2012
Skills
Investments, Portfolio Management, Finance, Financial Modeling, Equity Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Economics, Corporate Finance, Data Analysis, Banking, People Skills, Captain of High School...
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Business Law, 3.62 GPA
Ridgefield High School 2008 — 2011
Rothschild July 2015 - Present
Green Bull Investment Group June 2013 - May 2015
Tulane Endowment Fund April 2014 - August 2014
Sigma Phi Epsilon January 2014 - May 2014
Burkenroad Reports November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Three Court, LP June 2012 - August 2012
Skills
Investments, Portfolio Management, Finance, Financial Modeling, Equity Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Economics, Corporate Finance, Data Analysis, Banking, People Skills, Captain of High School...
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Business Law, 3.62 GPA
Ridgefield High School 2008 — 2011
Emilie Gitlitz's Merrill Lynch Experience June 2009 - August 2009
Job Business Development and Investor Relations Analyst at FLAG Capital Management, LLC
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
A. Newton Jones's Merrill Lynch Experience 1993 - 2008
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2008 - Present
Merrill Lynch 1993 - 2008
Skills
Series 7, Series 31, Series 63, Series 65, Alternative Investments, Financial Markets, Financial Planning, Investments, Variable Annuities, Life Insurance
Education
Tulane University 1990 — 1994
BA, Economics
UBS March 2008 - Present
Merrill Lynch 1993 - 2008
Skills
Series 7, Series 31, Series 63, Series 65, Alternative Investments, Financial Markets, Financial Planning, Investments, Variable Annuities, Life Insurance
Education
Tulane University 1990 — 1994
BA, Economics
Brendan Goffinet Brendan Goffinet's Merrill Lynch Experience April 2015 - Present
Job Managing Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Ed Sarmiento's Merrill Lynch Experience September 1987 - September 2009
Job Fixed Income Institutional Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Merrill Lynch September 1987 - September 2009
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Finance
Wells Fargo January 2010 - Present
Merrill Lynch September 1987 - September 2009
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Finance
Jacob Ringer's Merrill Lynch Experience August 2008 - December 2008
Job Senior Director at Reyes Kurson
Industry Government Relations
Experience
Reyes Kurson September 2014 - Present
City of Chicago March 2012 - January 2014
City of Chicago May 2011 - March 2012
New Chicago Committee February 2011 - May 2011
Chicago for Rahm Emanuel October 2010 - February 2011
Volunteer Partnership for West Africa August 2009 - December 2009
Merrill Lynch August 2008 - December 2008
Skills
Finance, Government, Marketing, Strategy, Microsoft Excel, Public Policy, Leadership, Nonprofits, Public Speaking, Financial Analysis, Fundraising, Policy Analysis, Community Outreach, Event Planning, Strategic Financial..., Investments, Analysis, Financial Planning, Research, Strategic Planning, Policy, Financial Modeling, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master, Finance
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Consumer Behavior and Marketing
Reyes Kurson September 2014 - Present
City of Chicago March 2012 - January 2014
City of Chicago May 2011 - March 2012
New Chicago Committee February 2011 - May 2011
Chicago for Rahm Emanuel October 2010 - February 2011
Volunteer Partnership for West Africa August 2009 - December 2009
Merrill Lynch August 2008 - December 2008
Skills
Finance, Government, Marketing, Strategy, Microsoft Excel, Public Policy, Leadership, Nonprofits, Public Speaking, Financial Analysis, Fundraising, Policy Analysis, Community Outreach, Event Planning, Strategic Financial..., Investments, Analysis, Financial Planning, Research, Strategic Planning, Policy, Financial Modeling, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master, Finance
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Consumer Behavior and Marketing
Dan Capek's Merrill Lynch Experience May 2010 - August 2010
Job Investment Banking Analyst at William Blair
Industry Investment Banking
Experience
William Blair and Company June 2012 - Present
William Blair and Company May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
Naperville North High School 2004 — 2008
William Blair and Company June 2012 - Present
William Blair and Company May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
Naperville North High School 2004 — 2008
Joe Offutt's Merrill Lynch Experience January 2009 - May 2009
Job Associate, Energy Financial and Decision Analytics at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2012 - Present
Booz Allen Hamilton June 2011 - June 2012
Booz Allen Hamilton June 2010 - June 2011
ENERGY FUNDAMENTALS AND TRADING August 2009 - May 2010
Merrill Lynch January 2009 - May 2009
Century 21 Redwood Realty May 2007 - August 2007
VECTOR MARKETING GROUP May 2006 - October 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Energy, Renewable Energy, Energy Efficiency, Excel, Management Consulting, Forecasting, Economics, Negotiation, Solar, Enterprise Risk..., Risk Analysis, Monte Carlo Simulation, Business Statistics, Econometric Modeling, Business Analysis, Business Intelligence, Analytics, Risk Management, Analysis, Investments, Finance, Management, Solar Energy, Asset Management, Strategy, Portfolio Management, Project Planning, Program Management, Competitive Analysis, Microsoft Excel, Project Management, Project Finance, Equities
Education
Tulane University 2009 — 2010
Masters, Finance; Finance, Energy Specialization
Tulane University 2004 — 2010
Bachelor of Science, Management; Finance
Tulane University - A.B. Freeman School of Business 2004 — 2010
BS, Finance
Booz Allen Hamilton June 2012 - Present
Booz Allen Hamilton June 2011 - June 2012
Booz Allen Hamilton June 2010 - June 2011
ENERGY FUNDAMENTALS AND TRADING August 2009 - May 2010
Merrill Lynch January 2009 - May 2009
Century 21 Redwood Realty May 2007 - August 2007
VECTOR MARKETING GROUP May 2006 - October 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Energy, Renewable Energy, Energy Efficiency, Excel, Management Consulting, Forecasting, Economics, Negotiation, Solar, Enterprise Risk..., Risk Analysis, Monte Carlo Simulation, Business Statistics, Econometric Modeling, Business Analysis, Business Intelligence, Analytics, Risk Management, Analysis, Investments, Finance, Management, Solar Energy, Asset Management, Strategy, Portfolio Management, Project Planning, Program Management, Competitive Analysis, Microsoft Excel, Project Management, Project Finance, Equities
Education
Tulane University 2009 — 2010
Masters, Finance; Finance, Energy Specialization
Tulane University 2004 — 2010
Bachelor of Science, Management; Finance
Tulane University - A.B. Freeman School of Business 2004 — 2010
BS, Finance
Ted Casey's Merrill Lynch Experience 1992 - 1993
Job CEO at DryBev
Industry Consumer Goods
Experience
DryBev January 2015 - Present
CEXchange HK Limited April 2014 - Present
DryBev International December 2011 - Present
Dynamic Pharmaceuticals January 2006 - Present
Eco Green Recycing September 2012 - March 2014
Dymatize January 1993 - January 2014
Dymatize January 1993 - June 2011
Merrill Lynch 1992 - 1993
Skills
Product Development, Quality Control, Sales Management, Marketing Strategy, New Business Development, Production Managment, Production Planning, Product Design, Product Launch, Production Line..., SOP development, Research and Development, Formulation Chemistry, Dry Powder Blending and..., Liquid Product Design..., Pharmaceutical..., Pharmaceutical Product..., Plastics Recycling, Plastic Recycling..., Nutritional Product..., Food, Nutrition and..., Marketing, International Sales, International Labeling..., Sales Team Management, Production Plant Design..., FDA GMP Expertise, Financial Modeling,..., Strategic Financial..., Production Processing..., Efficient Production..., Production Efficiency, Sales Process..., Team Sales Management, Plastic Extrusion, Product Marketing, International Product..., Dry Powder Product..., Liquid Product..., Pharmaceutical Product..., Team Building, Manufacturing
Education
Tulane University 1987 — 1991
Bachelor of Arts (B.A.)
DryBev January 2015 - Present
CEXchange HK Limited April 2014 - Present
DryBev International December 2011 - Present
Dynamic Pharmaceuticals January 2006 - Present
Eco Green Recycing September 2012 - March 2014
Dymatize January 1993 - January 2014
Dymatize January 1993 - June 2011
Merrill Lynch 1992 - 1993
Skills
Product Development, Quality Control, Sales Management, Marketing Strategy, New Business Development, Production Managment, Production Planning, Product Design, Product Launch, Production Line..., SOP development, Research and Development, Formulation Chemistry, Dry Powder Blending and..., Liquid Product Design..., Pharmaceutical..., Pharmaceutical Product..., Plastics Recycling, Plastic Recycling..., Nutritional Product..., Food, Nutrition and..., Marketing, International Sales, International Labeling..., Sales Team Management, Production Plant Design..., FDA GMP Expertise, Financial Modeling,..., Strategic Financial..., Production Processing..., Efficient Production..., Production Efficiency, Sales Process..., Team Sales Management, Plastic Extrusion, Product Marketing, International Product..., Dry Powder Product..., Liquid Product..., Pharmaceutical Product..., Team Building, Manufacturing
Education
Tulane University 1987 — 1991
Bachelor of Arts (B.A.)
Eric Young Eric Young's Merrill Lynch Experience 2008 - 2011
Job Business Guy
Industry Financial Services
Experience
Entrepreneur 2012 - 2014
Visa / GV Group 2011 - 2013
Merrill Lynch 2008 - 2011
Advanced Micro Devices 2004 - 2006
Eaton Corporation 2003 - 2004
Intel Corporation 2001 - 2001
Skills
Strategy, Mergers, Due Diligence, Competitive Analysis, Leadership, Cross-functional Team..., Management, Investment Banking, Finance, Financial Modeling, Financial Analysis, Valuation, Market Research, Strategic Planning, Business Development, Business Planning, Partnerships, Investments, Business Case Modelling, Deal Structures, Technology, E-commerce, Payments, Online Payment, Mobile Payments, Internet, Software, SaaS, Semiconductors, Enterprise Storage, Operations Management, Manufacturing, Logistics, Capacity Planning, Capital & Expense..., Lean Manufacturing, Quality Assurance, Business Strategy, Mergers & Acquisitions, IPO, Corporate Development, Pricing, New Business Development, Contract Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Strategy
University of Michigan 2002 — 2003
MSE, Industrial & Operations Engineering
University of Michigan 1997 — 2002
BSE, Industrial & Operations Engineering and Economics Minor
Ann Arbor Huron High School
Entrepreneur 2012 - 2014
Visa / GV Group 2011 - 2013
Merrill Lynch 2008 - 2011
Advanced Micro Devices 2004 - 2006
Eaton Corporation 2003 - 2004
Intel Corporation 2001 - 2001
Skills
Strategy, Mergers, Due Diligence, Competitive Analysis, Leadership, Cross-functional Team..., Management, Investment Banking, Finance, Financial Modeling, Financial Analysis, Valuation, Market Research, Strategic Planning, Business Development, Business Planning, Partnerships, Investments, Business Case Modelling, Deal Structures, Technology, E-commerce, Payments, Online Payment, Mobile Payments, Internet, Software, SaaS, Semiconductors, Enterprise Storage, Operations Management, Manufacturing, Logistics, Capacity Planning, Capital & Expense..., Lean Manufacturing, Quality Assurance, Business Strategy, Mergers & Acquisitions, IPO, Corporate Development, Pricing, New Business Development, Contract Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Strategy
University of Michigan 2002 — 2003
MSE, Industrial & Operations Engineering
University of Michigan 1997 — 2002
BSE, Industrial & Operations Engineering and Economics Minor
Ann Arbor Huron High School
Yael Ginsburg Yael Ginsburg's Merrill Lynch Experience May 2012 - July 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
Entergy May 2014 - April 2015
PwC January 2014 - March 2014
The Mastriani Law Firm May 2013 - July 2013
Lusher Elementary October 2011 - December 2012
Merrill Lynch May 2012 - July 2012
Tulane Hullaballoo August 2010 - May 2012
Merrill Lynch May 2011 - July 2011
Memorial Hermann Health System October 2009 - May 2010
Ernst & Young June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Public Relations, Spanish, Microsoft Office, Photography, Research, Accounting, Time Management, Finance, Public Speaking, Access, Social Networking, Fundraising, Social Media, Event Planning, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Master of Accounting, International Law and Legal Studies
Universidad Pontificia Comillas 2013 — 2013
Study Abroad Program, Business Administration and Management, General
PwC July 2015 - Present
Entergy May 2014 - April 2015
PwC January 2014 - March 2014
The Mastriani Law Firm May 2013 - July 2013
Lusher Elementary October 2011 - December 2012
Merrill Lynch May 2012 - July 2012
Tulane Hullaballoo August 2010 - May 2012
Merrill Lynch May 2011 - July 2011
Memorial Hermann Health System October 2009 - May 2010
Ernst & Young June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Public Relations, Spanish, Microsoft Office, Photography, Research, Accounting, Time Management, Finance, Public Speaking, Access, Social Networking, Fundraising, Social Media, Event Planning, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Master of Accounting, International Law and Legal Studies
Universidad Pontificia Comillas 2013 — 2013
Study Abroad Program, Business Administration and Management, General
Yang (Angie) Yuan Yang (Angie) Yuan's Merrill Lynch Experience September 2011 - April 2012
Job Portfolio Credit Risk
Industry Banking
Experience
MUFG Union Bank March 2014 - Present
OpenX June 2013 - September 2013
Merrill Lynch September 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Marcus & Millichap January 2011 - April 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Matlab, SQL, SAS, R, Gretl, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Data Analysis, Hedge Funds, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering
University of California, Los Angeles 2009 — 2012
Bachelor of Science (BS), Bachelor of Arts (BA), Applied Mathematics, Economics
MUFG Union Bank March 2014 - Present
OpenX June 2013 - September 2013
Merrill Lynch September 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Marcus & Millichap January 2011 - April 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Matlab, SQL, SAS, R, Gretl, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Data Analysis, Hedge Funds, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering
University of California, Los Angeles 2009 — 2012
Bachelor of Science (BS), Bachelor of Arts (BA), Applied Mathematics, Economics
Peter Hoang's Merrill Lynch Experience 2000 - 2002
Job Senior Vice President, Business Development & Strategy at Bellicum Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Bellicum Pharmaceuticals, Inc. 2014 - Present
University of Texas MD Anderson Cancer Center 2012 - 2014
CIT Group 2010 - 2012
Oppenheimer & Co. 2005 - November 2010
CIBC World Markets 2005 - 2008
JP Morgan 2004 - 2005
Amgen 2004 - 2004
Merrill Lynch 2000 - 2002
Deutsche Bank 1996 - 2000
Alex. Brown & Sons 1996 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Venture Capital, Corporate Finance, Private Placements, Corporate Development, Mergers, Due Diligence, Hedge Funds, Fixed Income, Investments, M&A experience, Leveraged Finance, Equity Research, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Financial Structuring, IPO, Emerging Markets, Investor Relations, Business Valuation, Strategy, Finance, Start-ups, Management, Executive Management, Financial Analysis, Acquisitions, Business Strategy, Strategic Planning, Business Development, Asset Management, Financial Advisory, Leadership, Banking, Entrepreneurship, Strategic Partnerships, Market Research, Management Consulting, Market Analysis, Financial Services, Commercialization, Analysis, Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
Yale University 1990 — 1994
Bachelor of Arts (B.A.), History
Strathcona-Tweedsmuir School 1985 — 1990
Bellicum Pharmaceuticals, Inc. 2014 - Present
University of Texas MD Anderson Cancer Center 2012 - 2014
CIT Group 2010 - 2012
Oppenheimer & Co. 2005 - November 2010
CIBC World Markets 2005 - 2008
JP Morgan 2004 - 2005
Amgen 2004 - 2004
Merrill Lynch 2000 - 2002
Deutsche Bank 1996 - 2000
Alex. Brown & Sons 1996 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Venture Capital, Corporate Finance, Private Placements, Corporate Development, Mergers, Due Diligence, Hedge Funds, Fixed Income, Investments, M&A experience, Leveraged Finance, Equity Research, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Financial Structuring, IPO, Emerging Markets, Investor Relations, Business Valuation, Strategy, Finance, Start-ups, Management, Executive Management, Financial Analysis, Acquisitions, Business Strategy, Strategic Planning, Business Development, Asset Management, Financial Advisory, Leadership, Banking, Entrepreneurship, Strategic Partnerships, Market Research, Management Consulting, Market Analysis, Financial Services, Commercialization, Analysis, Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
Yale University 1990 — 1994
Bachelor of Arts (B.A.), History
Strathcona-Tweedsmuir School 1985 — 1990
Len Kortekaas's Merrill Lynch Experience March 2014 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Junior Achievement of Southern California 2004 - Present
Credit Suisse USA March 2008 - March 2014
Goldman Sachs July 1994 - March 2008
Skills
Venture Capital, Private Equity, Equities, Valuation, Investments, Financial Modeling, Asset Managment, Hedge Funds, Alternative Investments
Education
UCLA Anderson School of Management
MBA, Finance
United States Military Academy at West Point
B.S., Engineering
Merrill Lynch March 2014 - Present
Junior Achievement of Southern California 2004 - Present
Credit Suisse USA March 2008 - March 2014
Goldman Sachs July 1994 - March 2008
Skills
Venture Capital, Private Equity, Equities, Valuation, Investments, Financial Modeling, Asset Managment, Hedge Funds, Alternative Investments
Education
UCLA Anderson School of Management
MBA, Finance
United States Military Academy at West Point
B.S., Engineering
Neil Rain Persad Neil Rain Persad's Merrill Lynch Experience September 2000 - February 2005
Job Kensington & Beverly International. Broker/Owner
Industry Real Estate
Experience
Kensington & Beverly, International Real Estate Group June 2003 - Present
Merrill Lynch September 2000 - February 2005
Skills
Investments, Real Estate, Brokerage, Investment Properties, Banking, Real Estate Economics, Financial Analysis, Investors, Credit Analysis, REO, Foreclosures, First Time Home Buyers, Real Estate Transactions, Short Sales, Asset Managment, Sellers, Valuation, Real Estate Financing, Buyers, Selling
Education
University College London, U. of London 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Kensington & Beverly, International Real Estate Group June 2003 - Present
Merrill Lynch September 2000 - February 2005
Skills
Investments, Real Estate, Brokerage, Investment Properties, Banking, Real Estate Economics, Financial Analysis, Investors, Credit Analysis, REO, Foreclosures, First Time Home Buyers, Real Estate Transactions, Short Sales, Asset Managment, Sellers, Valuation, Real Estate Financing, Buyers, Selling
Education
University College London, U. of London 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
David McKissock David McKissock's Merrill Lynch Experience May 2010 - October 2012
Job Assistant Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Merrill Lynch May 2010 - October 2012
Bank of America April 1994 - May 2010
MNB Brokerage Alternative November 1991 - April 1994
Skills
Series 7
Education
Tulane University 1975 — 1979
Bachelor of Arts (BA), Economics
The Lawrenceville School 1972 — 1975
Wells Fargo Advisors, LLC December 2012 - Present
Merrill Lynch May 2010 - October 2012
Bank of America April 1994 - May 2010
MNB Brokerage Alternative November 1991 - April 1994
Skills
Series 7
Education
Tulane University 1975 — 1979
Bachelor of Arts (BA), Economics
The Lawrenceville School 1972 — 1975
Heather (Richey) Prewett Heather (Richey) Prewett's Merrill Lynch Experience 2004 - 2006
Job Senior Manager, Inventory Strategy & Analytics, Gap.com
Industry Retail
Experience
Gap Inc./Gap Inc. Direct 2014 - Present
LinkedIn 2013 - 2013
CafePress Inc. 2011 - 2013
Sephora 2008 - 2011
Franklin Templeton Investments June 2007 - September 2007
Merrill Lynch 2004 - 2006
Skills
Market Research, E-commerce, Marketing Strategy, Competitive Intelligence, Retail, Business Analytics, Scenario Analysis, Business Strategy, Forecasting, Business Planning, Financial Modeling, Analytics, Valuation, Due Diligence, Competitive Analysis, Financial Analysis, Business Analysis, Management
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
Yale University 1998 — 2002
B.A., English
Gap Inc./Gap Inc. Direct 2014 - Present
LinkedIn 2013 - 2013
CafePress Inc. 2011 - 2013
Sephora 2008 - 2011
Franklin Templeton Investments June 2007 - September 2007
Merrill Lynch 2004 - 2006
Skills
Market Research, E-commerce, Marketing Strategy, Competitive Intelligence, Retail, Business Analytics, Scenario Analysis, Business Strategy, Forecasting, Business Planning, Financial Modeling, Analytics, Valuation, Due Diligence, Competitive Analysis, Financial Analysis, Business Analysis, Management
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
Yale University 1998 — 2002
B.A., English
David Madden David Madden's Merrill Lynch Experience 2000 - 2004
Job Partner at DHR International
Industry Staffing and Recruiting
Experience
DHR International June 2012 - Present
Lonergan Partners 2010 - 2012
CTPartners 2007 - 2010
UBS Financial Services 2004 - 2006
Merrill Lynch 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Executive Search, Talent Management, Mobile Payments, New Media, Telecommunications, Mobile Advertising, Wireless Networking, Business Strategy, Mobile Applications, E-commerce, Start-ups, Talent Acquisition
Education
Tulane University
B.A., Economics
Bellarmine College Preparatory
DHR International June 2012 - Present
Lonergan Partners 2010 - 2012
CTPartners 2007 - 2010
UBS Financial Services 2004 - 2006
Merrill Lynch 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Executive Search, Talent Management, Mobile Payments, New Media, Telecommunications, Mobile Advertising, Wireless Networking, Business Strategy, Mobile Applications, E-commerce, Start-ups, Talent Acquisition
Education
Tulane University
B.A., Economics
Bellarmine College Preparatory
Bobby Goldstein's Merrill Lynch Experience September 2001 - October 2008
Job The Goldstein Levi Group, UBS Financial Services, Sr. Vice President Wealth Management, Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Merrill Lynch September 2001 - October 2008
Smith Barney 1993 - 2001
Prudential Securities December 1985 - 1993
Education
Tulane University 1979 — 1983
BA, Sociology
UBS Financial Services October 2008 - Present
Merrill Lynch September 2001 - October 2008
Smith Barney 1993 - 2001
Prudential Securities December 1985 - 1993
Education
Tulane University 1979 — 1983
BA, Sociology
Laura Flaum Laura Flaum's Merrill Lynch Experience June 2011 - August 2011
Job Consultant at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Aon Hewitt June 2012 - March 2013
Merrill Lynch June 2011 - August 2011
ITW May 2010 - August 2010
Skills
Investment Strategies, Investment Advisory, Marketing Research, Financial Analysis, Bloomberg Terminal, Data Analysis, Portfolio Management
Education
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
University College London, U. of London 2011 — 2011
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Aon Hewitt June 2012 - March 2013
Merrill Lynch June 2011 - August 2011
ITW May 2010 - August 2010
Skills
Investment Strategies, Investment Advisory, Marketing Research, Financial Analysis, Bloomberg Terminal, Data Analysis, Portfolio Management
Education
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
University College London, U. of London 2011 — 2011
Jonathan Ainsley Jonathan Ainsley's Merrill Lynch Experience April 2012 - Present
Job Vice President, Business Strategy & Initiative Manager, Practice Management Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Advisor Impact Inc. October 2011 - April 2012
Schwab Advisor Services 2006 - September 2011
SunTrust Bank 2003 - 2006
WCLK 1986 - 1999
Skills
Sales & Marketing..., Training and Development, Team Motivation, Practice Management, Public Speaking, Visionary, Relationship Management, Coaching, Strategic Consulting, Sales, Result Oriented, Financial Services, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Series 63, Asset Management, Finance, Financial Advisory, Financial Planning, Investments, Management
Education
UCL 1980 — 1983
BA (Hons), Geography
Charterhouse 1977 — 1979
farnham 1972 — 1979
Farnham College 1973 — 1977
Farnham Grammar School 1972 — 1977
Merrill Lynch April 2012 - Present
Advisor Impact Inc. October 2011 - April 2012
Schwab Advisor Services 2006 - September 2011
SunTrust Bank 2003 - 2006
WCLK 1986 - 1999
Skills
Sales & Marketing..., Training and Development, Team Motivation, Practice Management, Public Speaking, Visionary, Relationship Management, Coaching, Strategic Consulting, Sales, Result Oriented, Financial Services, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Series 63, Asset Management, Finance, Financial Advisory, Financial Planning, Investments, Management
Education
UCL 1980 — 1983
BA (Hons), Geography
Charterhouse 1977 — 1979
farnham 1972 — 1979
Farnham College 1973 — 1977
Farnham Grammar School 1972 — 1977
Darren Jurick's Merrill Lynch Experience January 1995 - January 2000
Job Financial Advisor/Associate Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Elan Jacoby's Merrill Lynch Experience June 2008 - Present
Job Registered Senior Client Associate CRPC Strategic Partner & Team Lead
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Merrill Lynch January 2013 - Present
The Jacoby Family Charitable Gift Trust June 2011 - Present
Confrérie de la Chaine des Rôtisseurs September 2009 - Present
The Pinnacle Condominium Association October 2008 - September 2012
Smith Barney March 2006 - June 2008
The Insurance Exchange, Inc June 2004 - January 2006
GreatSeatsUSA, Inc January 2004 - May 2004
Skills
CRM, Wealth Management, Retirement Planning, Series 7, Social Media Marketing, Leadership, Securities, Marketing Strategy, Marketing, Social Media, Business Development, Sales, SEO, FINRA, Lead Generation, Management, Uniform Combined State..., Public Speaking, Insurance, series 66, CRPC, Resourceful..., 401k, Alternative Investments, Asset Allocation, Coaching, Cold Calling, Consulting, Equities, Finance, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Investments, Mergers, Mutual Funds, Private Equity, Relationship Management, Retirement, SEM, Series 63, Small Business, Solution Selling, Strategic Financial..., Strategy, Risk Management, Time Management, Training
Education
Tulane University 1999 — 2003
BA, Political Science
Regents College - Study Abroad 2002 — 2002
Walt Whitman High School 1995 — 1999
Merrill Lynch June 2008 - Present
Merrill Lynch January 2013 - Present
The Jacoby Family Charitable Gift Trust June 2011 - Present
Confrérie de la Chaine des Rôtisseurs September 2009 - Present
The Pinnacle Condominium Association October 2008 - September 2012
Smith Barney March 2006 - June 2008
The Insurance Exchange, Inc June 2004 - January 2006
GreatSeatsUSA, Inc January 2004 - May 2004
Skills
CRM, Wealth Management, Retirement Planning, Series 7, Social Media Marketing, Leadership, Securities, Marketing Strategy, Marketing, Social Media, Business Development, Sales, SEO, FINRA, Lead Generation, Management, Uniform Combined State..., Public Speaking, Insurance, series 66, CRPC, Resourceful..., 401k, Alternative Investments, Asset Allocation, Coaching, Cold Calling, Consulting, Equities, Finance, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Investments, Mergers, Mutual Funds, Private Equity, Relationship Management, Retirement, SEM, Series 63, Small Business, Solution Selling, Strategic Financial..., Strategy, Risk Management, Time Management, Training
Education
Tulane University 1999 — 2003
BA, Political Science
Regents College - Study Abroad 2002 — 2002
Walt Whitman High School 1995 — 1999
Ross Gladstone's Merrill Lynch Experience July 2012 - 2014
Job licensed financial advisor
Industry Financial Services
Experience
Merrill Lynch July 2012 - 2014
Koyote Capital January 2011 - June 2012
MadisonTrading, LLC 2001 - 2011
Skills
Social Security Expert, IRAs, 401k Rollovers, Retirement Planning, Wealth Management..., Long Term Care Insurance, Fixed Annuities, Mortgage Lending, Series 7, SERIES 66, Asset Allocation, Financial Advisory, Life Insurance, College Savings Plans, Mutual Funds, Portfolio Management, Trading, 529 Plans, Wealth Accumulation, Roth IRA, Estate Planning, Securities
Education
Tulane University 1982 — 1986
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1980 — 1982
Prepatory school
Merrill Lynch July 2012 - 2014
Koyote Capital January 2011 - June 2012
MadisonTrading, LLC 2001 - 2011
Skills
Social Security Expert, IRAs, 401k Rollovers, Retirement Planning, Wealth Management..., Long Term Care Insurance, Fixed Annuities, Mortgage Lending, Series 7, SERIES 66, Asset Allocation, Financial Advisory, Life Insurance, College Savings Plans, Mutual Funds, Portfolio Management, Trading, 529 Plans, Wealth Accumulation, Roth IRA, Estate Planning, Securities
Education
Tulane University 1982 — 1986
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1980 — 1982
Prepatory school
Sarah Urban Johnston Sarah Urban Johnston's Merrill Lynch Experience December 2003 - February 2005
Job Director Eccles School of BusinessUniversity of Utah
Industry Higher Education
Experience
Eccles School of Business-University of Utah August 2011 - Present
Citigroup-Morgan Stanley Smith Barney March 2005 - June 2011
Merrill Lynch December 2003 - February 2005
Harris Bank August 2001 - November 2003
Credit Suisse September 1985 - December 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Process Improvement, Project Management, Fundraising, Strategic Planning, Management, Marketing Strategy, Banking, Leadership, Business Strategy, Business Development, Public Speaking, Start-ups, Finance, Committed to...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
UNC Chapel Hill 1981 — 1985
Bachelor of Arts, French Literature
Culver Academies 1978 — 1981
Eccles School of Business-University of Utah August 2011 - Present
Citigroup-Morgan Stanley Smith Barney March 2005 - June 2011
Merrill Lynch December 2003 - February 2005
Harris Bank August 2001 - November 2003
Credit Suisse September 1985 - December 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Process Improvement, Project Management, Fundraising, Strategic Planning, Management, Marketing Strategy, Banking, Leadership, Business Strategy, Business Development, Public Speaking, Start-ups, Finance, Committed to...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
UNC Chapel Hill 1981 — 1985
Bachelor of Arts, French Literature
Culver Academies 1978 — 1981
Ramzey Khoury Ramzey Khoury's Merrill Lynch Experience September 2004 - May 2005
Job Portfolio Manager Associate
Industry Financial Services
Experience
US Trust June 2011 - April 2015
BNY Mellon October 2007 - June 2011
BNY Mellon October 2006 - October 2007
Citigroup May 2005 - September 2006
Merrill Lynch September 2004 - May 2005
RUBICON TECHNOLOGY GROUP December 2003 - August 2004
Skills
Bloomberg, Financial Modeling, Excel, Options, Stata, Portfolio Management, Risk, Cash Flow, Financial Analysis, Equities, Valuation, Asset Management, Investments, Microsoft Office, Asset Allocation, Securities, Customer Relations, Client Service, Mutual Funds, Fixed Income, Wealth Management, Derivatives, Factset, Bonds, Strategic Planning, Trading, Corporate Finance, Alternative Investments, Finance, Banking, Financial Advisory, Data Analysis, Credit Analysis, Credit Risk, Bloomberg Terminal, Retirement Planning, CDO, Wealth Management..., Investment Management, Investment Strategies, ETFs, Equity Valuation, Investment Advisory, Financial Statement..., CDS, Financial Services, Strategic Financial..., Capital Markets, Credit, Microsoft Excel
Education
Tulane University 2010 — 2011
Master, Finance
University of St. Thomas 2004 — 2006
Master of Business Administration, Finance
University of St. Thomas (TX)
Bachelor of Arts (BA), Mathematics, 3.3
US Trust June 2011 - April 2015
BNY Mellon October 2007 - June 2011
BNY Mellon October 2006 - October 2007
Citigroup May 2005 - September 2006
Merrill Lynch September 2004 - May 2005
RUBICON TECHNOLOGY GROUP December 2003 - August 2004
Skills
Bloomberg, Financial Modeling, Excel, Options, Stata, Portfolio Management, Risk, Cash Flow, Financial Analysis, Equities, Valuation, Asset Management, Investments, Microsoft Office, Asset Allocation, Securities, Customer Relations, Client Service, Mutual Funds, Fixed Income, Wealth Management, Derivatives, Factset, Bonds, Strategic Planning, Trading, Corporate Finance, Alternative Investments, Finance, Banking, Financial Advisory, Data Analysis, Credit Analysis, Credit Risk, Bloomberg Terminal, Retirement Planning, CDO, Wealth Management..., Investment Management, Investment Strategies, ETFs, Equity Valuation, Investment Advisory, Financial Statement..., CDS, Financial Services, Strategic Financial..., Capital Markets, Credit, Microsoft Excel
Education
Tulane University 2010 — 2011
Master, Finance
University of St. Thomas 2004 — 2006
Master of Business Administration, Finance
University of St. Thomas (TX)
Bachelor of Arts (BA), Mathematics, 3.3
Brian Coyle Brian Coyle's Merrill Lynch Experience September 2006 - December 2006
Job Investment Banking Associate at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
UCLA Anderson School of Management August 2011 - June 2013
Bank of America - Investment Banking June 2012 - August 2012
Columbia University Medical Center August 2009 - July 2011
Huron Consulting Group November 2008 - June 2009
Fidelity Investments June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Finance, Corporate Finance, Analysis, Due Diligence, Management, Investment Banking, Strategy, Bloomberg, Investments, Data Analysis, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Private Equity, Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA
Villanova University 2004 — 2008
Bachelor of Science, Business Administration; Finance; International Business
Bank of America Merrill Lynch July 2013 - Present
UCLA Anderson School of Management August 2011 - June 2013
Bank of America - Investment Banking June 2012 - August 2012
Columbia University Medical Center August 2009 - July 2011
Huron Consulting Group November 2008 - June 2009
Fidelity Investments June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Finance, Corporate Finance, Analysis, Due Diligence, Management, Investment Banking, Strategy, Bloomberg, Investments, Data Analysis, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Private Equity, Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA
Villanova University 2004 — 2008
Bachelor of Science, Business Administration; Finance; International Business
Eric S. Cott Eric S. Cott's Merrill Lynch Experience 1996 - 2008
Job Director FA Marketing & Education for the OIC
Industry Financial Services
Experience
ESC Consulting LLC 2009 - Present
The Options Industry Council 2009 - Present
Sunlife Financial 2008 - 2009
Merrill Lynch 1996 - 2008
Hopper Soliday & Co., Inc. 1993 - 1996
Simpson Thacher & Bartlett LLP 1990 - 1993
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Equities, Public Speaking, Presenter, Derivatives, Financial Markets, Finance, FINRA, Options Strategies, Retirement, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Business Development, Options, Fixed Income, Investment Strategies, Trading, ETFs, Bonds, Investment Management, Wealth, Equity Trading, Financial Services, Wealth Management..., Strategic Financial..., Fixed Annuities, Estate Planning, 401k, Series 65, Capital Markets, Financial Planners, IRAs, Uniform Combined State..., Series 24, High Net Worth..., Separately Managed..., Hedging, Personal Financial...
Education
University of Wisconsin-Madison 1986 — 1989
BA, History
Tulane University 1984 — 1986
BA, Economics
Merrick/Bellmore 1981 — 1984
ESC Consulting LLC 2009 - Present
The Options Industry Council 2009 - Present
Sunlife Financial 2008 - 2009
Merrill Lynch 1996 - 2008
Hopper Soliday & Co., Inc. 1993 - 1996
Simpson Thacher & Bartlett LLP 1990 - 1993
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Equities, Public Speaking, Presenter, Derivatives, Financial Markets, Finance, FINRA, Options Strategies, Retirement, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Business Development, Options, Fixed Income, Investment Strategies, Trading, ETFs, Bonds, Investment Management, Wealth, Equity Trading, Financial Services, Wealth Management..., Strategic Financial..., Fixed Annuities, Estate Planning, 401k, Series 65, Capital Markets, Financial Planners, IRAs, Uniform Combined State..., Series 24, High Net Worth..., Separately Managed..., Hedging, Personal Financial...
Education
University of Wisconsin-Madison 1986 — 1989
BA, History
Tulane University 1984 — 1986
BA, Economics
Merrick/Bellmore 1981 — 1984
Jean Lin Jean Lin's Merrill Lynch Experience September 2001 - November 2002
Job Senior Director of Public Relations at Demand Media
Industry Marketing and Advertising
Experience
Demand Media December 2012 - Present
AT&T Interactive April 2010 - December 2012
Rent.com (an eBay company) September 2007 - 2008
Bright Ideas Consulting November 2006 - September 2007
Manatt, Phelps & Phillips LLP July 2005 - August 2006
The Nature Conservancy May 2003 - July 2005
Merrill Lynch September 2001 - November 2002
Digital Coast Partners June 2000 - June 2001
The J. Paul Getty Trust 1998 - 2000
The J. Paul Getty Trust 1996 - 1998
Skills
Public Relations, Marketing Communications, Corporate Communications, Corporate Identity, Speaking Engagements, Trade Show Management, Public Speaking, Press Releases, Strategic Partnerships, Trade Shows, Marketing, Strategic Planning, Social Media, Social Networking, Online Advertising, SEM, Media Relations, Market Research, CRM, Marketing Strategy, B2B, Management, PPC, Mobile Devices, Online Marketing, Publishing, Digital Marketing, Digital Media
Education
UCLA Anderson School of Management
MBA
Vanderbilt University
B.A.
Demand Media December 2012 - Present
AT&T Interactive April 2010 - December 2012
Rent.com (an eBay company) September 2007 - 2008
Bright Ideas Consulting November 2006 - September 2007
Manatt, Phelps & Phillips LLP July 2005 - August 2006
The Nature Conservancy May 2003 - July 2005
Merrill Lynch September 2001 - November 2002
Digital Coast Partners June 2000 - June 2001
The J. Paul Getty Trust 1998 - 2000
The J. Paul Getty Trust 1996 - 1998
Skills
Public Relations, Marketing Communications, Corporate Communications, Corporate Identity, Speaking Engagements, Trade Show Management, Public Speaking, Press Releases, Strategic Partnerships, Trade Shows, Marketing, Strategic Planning, Social Media, Social Networking, Online Advertising, SEM, Media Relations, Market Research, CRM, Marketing Strategy, B2B, Management, PPC, Mobile Devices, Online Marketing, Publishing, Digital Marketing, Digital Media
Education
UCLA Anderson School of Management
MBA
Vanderbilt University
B.A.
Thomas Donovan's Merrill Lynch Experience July 2007 - January 2009
Job Portfolio Manager at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch July 2007 - January 2009
Skills
Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Wealth Management, Investment Advisory, Securitization, Alternative Investments, Asset Management
Education
Tulane University 2003 — 2007
BS, Business, Psychology
PIMCO January 2011 - Present
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch July 2007 - January 2009
Skills
Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Wealth Management, Investment Advisory, Securitization, Alternative Investments, Asset Management
Education
Tulane University 2003 — 2007
BS, Business, Psychology
Brian Higby Brian Higby's Merrill Lynch Experience September 2007 - March 2009
Job Director, Business Strategy at The Clorox Company
Industry Consumer Goods
Experience
Demeter Advisory Group September 2009 - March 2014
Merrill Lynch September 2007 - March 2009
Gap Inc August 2003 - July 2005
Cowen & Company June 2001 - August 2003
Skills
Mergers, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Business Valuation, IPO, Venture Capital, Strategy, Mergers & Acquisitions, Six Sigma, Continuous Improvement
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance, Business Strategy
Vanderbilt University
Demeter Advisory Group September 2009 - March 2014
Merrill Lynch September 2007 - March 2009
Gap Inc August 2003 - July 2005
Cowen & Company June 2001 - August 2003
Skills
Mergers, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Business Valuation, IPO, Venture Capital, Strategy, Mergers & Acquisitions, Six Sigma, Continuous Improvement
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance, Business Strategy
Vanderbilt University
Derrick Strozier's Merrill Lynch Experience April 2015 - Present
Job PMD Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
The Walt Disney Company October 2014 - January 2015
New Orleans Saints May 2014 - September 2014
Tulane University June 2011 - May 2014
1iota Productions February 2014 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Team Building, Leadership, Management, Time Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Bachelor's Degree, Finance, Business Management
Merrill Lynch April 2015 - Present
The Walt Disney Company October 2014 - January 2015
New Orleans Saints May 2014 - September 2014
Tulane University June 2011 - May 2014
1iota Productions February 2014 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Team Building, Leadership, Management, Time Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Bachelor's Degree, Finance, Business Management
JACK BEECHER MBA (LION)(TOPLINKED)'s Merrill Lynch Experience 1987 - 1991
Job Financial Services Professional
Industry Investment Management
Experience
BEECHER WEALTH MANAGEMENT & FINANCIAL SERVICES LLC March 2001 - Present
FIDELITY NATIONAL CAPITAL INVESTORS-FIDELITY NATIONAL BANK March 1997 - March 2001
BEECHER CONSULTING SERVICES September 1995 - March 1997
A. G. EDWARDS & SONS, INC. 1991 - 1995
MERRILL LYNCH 1987 - 1991
AVONDALE SHIPYARDS, INC.,DIVISION OF NORTHROP GRUMMAN 1984 - 1987
The LINDE Group, BOC Gases, AIRCO Inc February 1974 - March 1984
Textron 1969 - 1971
LOCKHEED MARTIN 1968 - 1969
GE 1967 - 1968
Skills
Financial Advisory, Asset Allocation, Wealth Management, Personal Finance, Small Business, Entrepreneurship, Sales, Business Planning, Series 7, Series 63, 401k, Investment Advisory, Mutual Funds, Securities, Executive Management, Business Relationship..., Fixed Annuities, Investment Strategies, Retirement Planning, Financial Services, Strategic Planning, Investments, Business Development, Strategic Financial..., Personal Financial..., Holistic Financial..., Individual Pension Plans, Wealth Preservation..., Tax Free Income, Guaranteed Lifetime..., Income for Life, College Funding..., Permanent Life Insurance, Indexed Annuities, Annuity Sales, Estate Preservation, Wealth Accumulation..., Traditional IRA, SEP IRA, Roth IRA, 401k Rollovers, 529 Plans, College Education..., Keoghs, Variable Life, Variable Annuities, Variable Products, Licensed to Sell..., Registered..., Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1983 — 1984
MBA, GENERAL MANAGEMENT/FINANCE/MARKETING
UNIVERSITY OF FLORIDA
BSME, MECHANICAL ENGINEERING
University of New Orleans
BA, BIOLOGICAL SCIENCES/CHEMISTRY
BEECHER WEALTH MANAGEMENT & FINANCIAL SERVICES LLC March 2001 - Present
FIDELITY NATIONAL CAPITAL INVESTORS-FIDELITY NATIONAL BANK March 1997 - March 2001
BEECHER CONSULTING SERVICES September 1995 - March 1997
A. G. EDWARDS & SONS, INC. 1991 - 1995
MERRILL LYNCH 1987 - 1991
AVONDALE SHIPYARDS, INC.,DIVISION OF NORTHROP GRUMMAN 1984 - 1987
The LINDE Group, BOC Gases, AIRCO Inc February 1974 - March 1984
Textron 1969 - 1971
LOCKHEED MARTIN 1968 - 1969
GE 1967 - 1968
Skills
Financial Advisory, Asset Allocation, Wealth Management, Personal Finance, Small Business, Entrepreneurship, Sales, Business Planning, Series 7, Series 63, 401k, Investment Advisory, Mutual Funds, Securities, Executive Management, Business Relationship..., Fixed Annuities, Investment Strategies, Retirement Planning, Financial Services, Strategic Planning, Investments, Business Development, Strategic Financial..., Personal Financial..., Holistic Financial..., Individual Pension Plans, Wealth Preservation..., Tax Free Income, Guaranteed Lifetime..., Income for Life, College Funding..., Permanent Life Insurance, Indexed Annuities, Annuity Sales, Estate Preservation, Wealth Accumulation..., Traditional IRA, SEP IRA, Roth IRA, 401k Rollovers, 529 Plans, College Education..., Keoghs, Variable Life, Variable Annuities, Variable Products, Licensed to Sell..., Registered..., Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1983 — 1984
MBA, GENERAL MANAGEMENT/FINANCE/MARKETING
UNIVERSITY OF FLORIDA
BSME, MECHANICAL ENGINEERING
University of New Orleans
BA, BIOLOGICAL SCIENCES/CHEMISTRY
Casey Cotter's Merrill Lynch Experience June 1994 - August 1996
Job Business Development and Marketing Catalyst with Analytics Foundation
Industry Internet
Experience
Casey Cotter & Associates September 2004 - Present
Travelocity.com (formerly PreviewTravel.com) August 1998 - June 2002
CitySearch August 1996 - December 1997
Merrill Lynch June 1994 - August 1996
Skills
Product Marketing, Analytics, Strategic Partnerships, Business Strategy, New Business Development, Go-to-market Strategy, Social Media Marketing, Mergers & Acquisitions, Contract Negotiation, Business Planning, Management, Customer Segmentation..., Customer Lifecycle..., A/B testing, JavaScript, HTML 5, HTML + CSS, Product Management, Wireless, Mobile Internet, Consumer Internet, Contract Negotiations, Partner Management, Business Plan Evaluation, Business Plan..., Front-end Coding, Start-ups
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance, Entrepreneurship
Wellesley College
B.A., International Relations, Russian, Economics
Casey Cotter & Associates September 2004 - Present
Travelocity.com (formerly PreviewTravel.com) August 1998 - June 2002
CitySearch August 1996 - December 1997
Merrill Lynch June 1994 - August 1996
Skills
Product Marketing, Analytics, Strategic Partnerships, Business Strategy, New Business Development, Go-to-market Strategy, Social Media Marketing, Mergers & Acquisitions, Contract Negotiation, Business Planning, Management, Customer Segmentation..., Customer Lifecycle..., A/B testing, JavaScript, HTML 5, HTML + CSS, Product Management, Wireless, Mobile Internet, Consumer Internet, Contract Negotiations, Partner Management, Business Plan Evaluation, Business Plan..., Front-end Coding, Start-ups
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance, Entrepreneurship
Wellesley College
B.A., International Relations, Russian, Economics
Eric Ayers's Merrill Lynch Experience 1996 - 1997
Job Principal Worldwide Business Development, Digital Products at Amazon
Industry Internet
Experience
Amazon.com March 2010 - Present
Amazon.com March 2007 - April 2010
Amazon.com September 2005 - March 2007
Deloitte Consulting August 1997 - September 2005
Merrill Lynch 1996 - 1997
Skills
Cross-functional Team..., Analytics, Strategic Partnerships, Business Strategy, Management, Marketing Strategy, Product Management, Business Development, Mergers & Acquisitions, Project Management, Mobile Applications, Mobile Devices, P&L Management, Leadership, Entrepreneurship
Education
UCLA Anderson School of Management
MBA, Finance & Corporate Strategy
University of Washington
BA, Business Administration
Amazon.com March 2010 - Present
Amazon.com March 2007 - April 2010
Amazon.com September 2005 - March 2007
Deloitte Consulting August 1997 - September 2005
Merrill Lynch 1996 - 1997
Skills
Cross-functional Team..., Analytics, Strategic Partnerships, Business Strategy, Management, Marketing Strategy, Product Management, Business Development, Mergers & Acquisitions, Project Management, Mobile Applications, Mobile Devices, P&L Management, Leadership, Entrepreneurship
Education
UCLA Anderson School of Management
MBA, Finance & Corporate Strategy
University of Washington
BA, Business Administration
Michael Galvin's Merrill Lynch Experience June 1991 - July 1996
Job
Industry Computer Networking
Experience
Aruba Networks July 2005 - August 2015
StubHub December 2004 - April 2005
BEA Systems September 1996 - November 2004
Merrill Lynch June 1991 - July 1996
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance/Accounting
University of Notre Dame 1983 — 1987
BA, Economics
Aruba Networks July 2005 - August 2015
StubHub December 2004 - April 2005
BEA Systems September 1996 - November 2004
Merrill Lynch June 1991 - July 1996
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance/Accounting
University of Notre Dame 1983 — 1987
BA, Economics
Chong Luke's Merrill Lynch Experience 1999 - 2000
Job Director Treasury at AltaGas Ltd.
Industry Oil & Energy
Experience
Agrium Inc. 2005 - 2011
ASTRUM Utility Services 2002 - 2005
Finaventures 2002 - 2002
Blindlight Media LLC 2001 - 2001
Banc of America Securities 2000 - 2000
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Capital Markets, Mergers, Cash Management, Corporate Finance, Treasury, Due Diligence, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Treasury Management, Mergers & Acquisitions, Forecasting, Risk Management, Strategy, Finance, Investments, Business Planning, Strategic Planning, Analysis, Project Planning, Start-ups, Portfolio Management, Banking, Private Equity, Cash Flow, Internal Audit, Business Strategy, Financial Risk
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Masters of Business Administration (MBA), Finance, Strategy, and Marketing
The University of Calgary 1992 — 1996
Bachelor of Commerce, Accounting
Agrium Inc. 2005 - 2011
ASTRUM Utility Services 2002 - 2005
Finaventures 2002 - 2002
Blindlight Media LLC 2001 - 2001
Banc of America Securities 2000 - 2000
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Capital Markets, Mergers, Cash Management, Corporate Finance, Treasury, Due Diligence, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Treasury Management, Mergers & Acquisitions, Forecasting, Risk Management, Strategy, Finance, Investments, Business Planning, Strategic Planning, Analysis, Project Planning, Start-ups, Portfolio Management, Banking, Private Equity, Cash Flow, Internal Audit, Business Strategy, Financial Risk
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Masters of Business Administration (MBA), Finance, Strategy, and Marketing
The University of Calgary 1992 — 1996
Bachelor of Commerce, Accounting
Osahon Omokhodion's Merrill Lynch Experience January 2010 - March 2011
Job
Industry Investment Banking
Experience
CIBC World Markets January 2014 - Present
CIBC World Markets April 2011 - December 2013
Merrill Lynch January 2010 - March 2011
Bank of America October 2007 - April 2009
Bank of America February 2006 - October 2007
Goldman Sachs January 2004 - February 2006
Skills
Exotics, Exotic Derivatives, Volatility, Commodities, Indices, FX Options, Structured Products, Financial Modeling, Mathematical Modeling, VBA, C++, Structuring, Interest Rate..., Structured Commodity...
Education
University College London, U. of London 1999 — 2003
MEng, Electronic Engineering with Computer Science
CIBC World Markets January 2014 - Present
CIBC World Markets April 2011 - December 2013
Merrill Lynch January 2010 - March 2011
Bank of America October 2007 - April 2009
Bank of America February 2006 - October 2007
Goldman Sachs January 2004 - February 2006
Skills
Exotics, Exotic Derivatives, Volatility, Commodities, Indices, FX Options, Structured Products, Financial Modeling, Mathematical Modeling, VBA, C++, Structuring, Interest Rate..., Structured Commodity...
Education
University College London, U. of London 1999 — 2003
MEng, Electronic Engineering with Computer Science
Ivana A Darmawan's Merrill Lynch Experience July 2005 - September 2005
Job Business Operations
Industry Internet
Experience
YP June 2015 - Present
Wellafide June 2013 - Present
Abax Interactive June 2012 - June 2013
Yahoo! August 2010 - May 2012
Yahoo! August 2009 - August 2010
the Rubicon Project February 2009 - June 2009
Yahoo! June 2008 - August 2008
Yayasan Dharma Bakti ParaSahabat July 2007 - September 2007
Wilshire Associates October 2005 - May 2007
Merrill Lynch July 2005 - September 2005
Skills
Marketing Analytics, ROI Optimization, Online Marketing..., Lifetime Value, Business Strategy, Operations Management, Online Advertising, Social Entrepreneurship, Online Marketing, Entrepreneurship, Direct Marketing, Advertising, Segmentation, Strategy, Start-ups, Competitive Analysis, Digital Media, Digital Strategy, Marketing, Product Development, E-commerce, B2B, Mergers & Acquisitions, Strategic Partnerships, Market Research, Web Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
UCLA
BA, Business Economics
YP June 2015 - Present
Wellafide June 2013 - Present
Abax Interactive June 2012 - June 2013
Yahoo! August 2010 - May 2012
Yahoo! August 2009 - August 2010
the Rubicon Project February 2009 - June 2009
Yahoo! June 2008 - August 2008
Yayasan Dharma Bakti ParaSahabat July 2007 - September 2007
Wilshire Associates October 2005 - May 2007
Merrill Lynch July 2005 - September 2005
Skills
Marketing Analytics, ROI Optimization, Online Marketing..., Lifetime Value, Business Strategy, Operations Management, Online Advertising, Social Entrepreneurship, Online Marketing, Entrepreneurship, Direct Marketing, Advertising, Segmentation, Strategy, Start-ups, Competitive Analysis, Digital Media, Digital Strategy, Marketing, Product Development, E-commerce, B2B, Mergers & Acquisitions, Strategic Partnerships, Market Research, Web Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
UCLA
BA, Business Economics
R. Douglas Fleischman's Merrill Lynch Experience June 1999 - January 2000
Job Senior Vice President at AON
Industry Insurance
Experience
AON September 2002 - Present
American International Group (AIG) December 2000 - August 2002
Merrill Lynch June 1999 - January 2000
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
Bachelors in Science and Management, Finance
AON September 2002 - Present
American International Group (AIG) December 2000 - August 2002
Merrill Lynch June 1999 - January 2000
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
Bachelors in Science and Management, Finance
Brent Leadbetter, CFA's Merrill Lynch Experience 2002 - 2003
Job Vice President at Research Affiliates
Industry Financial Services
Experience
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Andrew Scoggin's Merrill Lynch Experience 1997 - 2003
Job Fixed Income Capital Markets
Industry Financial Services
Experience
Morgan Keegan December 2003 - Present
Merrill Lynch 1997 - 2003
Education
Tulane University 1993 — 1996
B.S., Finance
Morgan Keegan December 2003 - Present
Merrill Lynch 1997 - 2003
Education
Tulane University 1993 — 1996
B.S., Finance
Will Petter's Merrill Lynch Experience May 2008 - August 2008
Job M&A Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2012 - Present
Ernst & Young 2010 - July 2012
Merrill Lynch May 2008 - August 2008
Skills
Auditing, Financial Modeling, Financial Analysis, US GAAP, SEC filings, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Sarbanes-Oxley Act, Valuation, Internal Controls, External Audit, Assurance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accountancy
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
Duff & Phelps July 2012 - Present
Ernst & Young 2010 - July 2012
Merrill Lynch May 2008 - August 2008
Skills
Auditing, Financial Modeling, Financial Analysis, US GAAP, SEC filings, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Sarbanes-Oxley Act, Valuation, Internal Controls, External Audit, Assurance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accountancy
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
Bernard H. Robertson III's Merrill Lynch Experience August 2008 - January 2013
Job President and CEO at Robertson Wealth Advisors, LLC
Industry Financial Services
Experience
Robertson Wealth Advisors, LLC January 2014 - Present
FFC Capital Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2008 - January 2013
Smith Barney January 2006 - August 2008
Legg Mason January 2005 - January 2006
National Football League 2001 - 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Insurance, Series 7, Finance, Financial Services, Retirement, Asset Allocation, Mutual Funds, Disability Insurance, Investment Management, Life Insurance, Strategic Financial..., Series 63, IRAs, Hedge Funds, Management, Alternative Investments, Equities, Fixed Income, Series 6, 401k, Entrepreneurship, Securities, Small Business, Estate Planning, Asset Management, Banking, Financial Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Advisory
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master of Business Administration (M.B.A.), International Business; Finance
College for Financial Planning 2012 — 2012
Certified Retirement Planning Counselor, Financial Planning and Services
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Wharton Business School 2007 — 2007
Executive Business Program, Business Administration and Management, General
Tulane University 1996 — 2001
Bachelor of Science (BS) & BA Dual, Sports Medicine Program & Sociology
Robertson Wealth Advisors, LLC January 2014 - Present
FFC Capital Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2008 - January 2013
Smith Barney January 2006 - August 2008
Legg Mason January 2005 - January 2006
National Football League 2001 - 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Insurance, Series 7, Finance, Financial Services, Retirement, Asset Allocation, Mutual Funds, Disability Insurance, Investment Management, Life Insurance, Strategic Financial..., Series 63, IRAs, Hedge Funds, Management, Alternative Investments, Equities, Fixed Income, Series 6, 401k, Entrepreneurship, Securities, Small Business, Estate Planning, Asset Management, Banking, Financial Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Advisory
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master of Business Administration (M.B.A.), International Business; Finance
College for Financial Planning 2012 — 2012
Certified Retirement Planning Counselor, Financial Planning and Services
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Wharton Business School 2007 — 2007
Executive Business Program, Business Administration and Management, General
Tulane University 1996 — 2001
Bachelor of Science (BS) & BA Dual, Sports Medicine Program & Sociology
Bryan McCulloch's Merrill Lynch Experience 2001 - 2005
Job Founder of StreetSmart Messengers
Industry Logistics and Supply Chain
Experience
StreetSmart Messengers October 2006 - Present
P.D. Rabbit August 2004 - October 2010
Merrill Lynch 2001 - 2005
Skills
Transportation, Customer Service, Trucking, Strategic Planning, Logistics, Negotiation, Microsoft Office, Team Building, Project Management, Budgets, New Business Development, Microsoft Excel, Coaching, Sales Management, Contract Negotiation, Sales, Operations Management
Education
Tulane University 1996 — 1997
StreetSmart Messengers October 2006 - Present
P.D. Rabbit August 2004 - October 2010
Merrill Lynch 2001 - 2005
Skills
Transportation, Customer Service, Trucking, Strategic Planning, Logistics, Negotiation, Microsoft Office, Team Building, Project Management, Budgets, New Business Development, Microsoft Excel, Coaching, Sales Management, Contract Negotiation, Sales, Operations Management
Education
Tulane University 1996 — 1997
Ray DiFrancesco's Merrill Lynch Experience March 2005 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Merrill Lynch March 2005 - Present
Hill Holliday July 2003 - March 2005
LLKFB now Unit 7 March 2000 - July 2003
Chinnici Direct June 1998 - March 2000
Bernard Hodes Advertising 1997 - 1998
Virtu Inc. June 1995 - June 1997
DiMark now Harte Hanks September 1992 - June 1995
Skills
Integrated Marketing, Copywriting, Strategic Planning, Relationship Marketing, Direct Marketing, Creative Strategy, Digital Media, Direct Mail, Media Planning, Creative Direction, Multi-channel Marketing, Cross-functional Team..., Advertising, Marketing, Digital Marketing, B2B, Strategy, Digital Strategy, Marketing Communications, Marketing Strategy, Product Development, Product Marketing, Management, Media Buying, Social Media Marketing, Analytics, Lead Generation, Marketing Management, Email Marketing, Online Marketing, Market Research, Customer Insight
Education
Tulane University 1980 — 1984
Ewing High 1976 — 1980
Merrill Lynch March 2005 - Present
Hill Holliday July 2003 - March 2005
LLKFB now Unit 7 March 2000 - July 2003
Chinnici Direct June 1998 - March 2000
Bernard Hodes Advertising 1997 - 1998
Virtu Inc. June 1995 - June 1997
DiMark now Harte Hanks September 1992 - June 1995
Skills
Integrated Marketing, Copywriting, Strategic Planning, Relationship Marketing, Direct Marketing, Creative Strategy, Digital Media, Direct Mail, Media Planning, Creative Direction, Multi-channel Marketing, Cross-functional Team..., Advertising, Marketing, Digital Marketing, B2B, Strategy, Digital Strategy, Marketing Communications, Marketing Strategy, Product Development, Product Marketing, Management, Media Buying, Social Media Marketing, Analytics, Lead Generation, Marketing Management, Email Marketing, Online Marketing, Market Research, Customer Insight
Education
Tulane University 1980 — 1984
Ewing High 1976 — 1980
Austin Zaunbrecher's Merrill Lynch Experience July 2008 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business
Merrill Lynch July 2008 - Present
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business
John Olympitis's Merrill Lynch Experience June 2006 - September 2007
Job Investments at Health Care REIT
Industry Financial Services
Experience
Health Care REIT April 2015 - Present
MacroVest Strategies (MVS) April 2015 - Present
MacroVest Strategies (MVS) June 2010 - March 2015
Fisco LLC September 2007 - September 2011
Merrill Lynch June 2006 - September 2007
Morgan Stanley February 2005 - June 2006
The Rouse Company 2002 - 2005
Optima Fund Management 1998 - 2000
Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory
Education
University College London, U. of London 1999 — 2002
BA Honours, History
Harrow School 1996 — 1999
A Levels, English, History, Politics
Health Care REIT April 2015 - Present
MacroVest Strategies (MVS) April 2015 - Present
MacroVest Strategies (MVS) June 2010 - March 2015
Fisco LLC September 2007 - September 2011
Merrill Lynch June 2006 - September 2007
Morgan Stanley February 2005 - June 2006
The Rouse Company 2002 - 2005
Optima Fund Management 1998 - 2000
Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory
Education
University College London, U. of London 1999 — 2002
BA Honours, History
Harrow School 1996 — 1999
A Levels, English, History, Politics
Amy Bornstein's Merrill Lynch Experience 1999 - 2002
Job SVP Balance Sheet Management IT
Industry Financial Services
Experience
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
Philip Schwaeber's Merrill Lynch Experience 1999 - 2004
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Richard DeLuca's Merrill Lynch Experience PartnerIntegrated Sports ManagementNovember 1993 - May 2008
Job DG Group & Associates at Merrill Lynch
Industry Sports
Experience
Merrill Lynch PartnerIntegrated Sports ManagementNovember 1993 - May 2008
Skills
Due Diligence
Education
Tulane University 1981 — 1985
Merrill Lynch PartnerIntegrated Sports ManagementNovember 1993 - May 2008
Skills
Due Diligence
Education
Tulane University 1981 — 1985
Heth Fagan's Merrill Lynch Experience January 2002 - February 2004
Job Accounting at Florida International University
Industry Higher Education
Experience
Florida International University October 2006 - Present
US Navy May 1995 - April 2006
Merrill Lynch January 2002 - February 2004
Education
Tulane University 1991 — 1995
Florida International University October 2006 - Present
US Navy May 1995 - April 2006
Merrill Lynch January 2002 - February 2004
Education
Tulane University 1991 — 1995
Aarti Kanodia's Merrill Lynch Experience June 2001 - August 2001
Job Co Founder at Your Local Cousin
Industry Leisure, Travel & Tourism
Experience
Your Local Cousin January 2015 - Present
Dress Jack May 2014 - December 2014
Crispy Waffle & Frite, LLC. June 2011 - July 2013
Road Stoves June 2010 - September 2010
Bear Stearns December 2006 - October 2008
Financial Industry Regulatory Authority June 2004 - November 2006
Financial Industry Regulatory Authority (FINRA) June 2003 - August 2003
Scholastic June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Mergers, Business Strategy, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Capital Markets, Entrepreneurship, Investment Banking, Investments, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Your Local Cousin January 2015 - Present
Dress Jack May 2014 - December 2014
Crispy Waffle & Frite, LLC. June 2011 - July 2013
Road Stoves June 2010 - September 2010
Bear Stearns December 2006 - October 2008
Financial Industry Regulatory Authority June 2004 - November 2006
Financial Industry Regulatory Authority (FINRA) June 2003 - August 2003
Scholastic June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Mergers, Business Strategy, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Capital Markets, Entrepreneurship, Investment Banking, Investments, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Pauline Willeford's Merrill Lynch Experience June 2004 - August 2004
Job Business Development Manager at CotingaSoft
Industry Information Technology and Services
Experience
CotingaSoft May 2014 - Present
Willeford Investments February 2013 - Present
Calliope Digital, LLC November 2012 - March 2014
Elstrott, Maurer & Hunnewell May 2010 - August 2011
The New Orleans Startup Fund October 2010 - July 2011
Latter & Blum August 2006 - December 2008
Louisiana Children's Museum February 2007 - August 2007
Bureau of Governmental Research December 2005 - January 2006
Merrill Lynch June 2004 - August 2004
Willeford Law June 2003 - August 2003
Skills
Operations Management, Start-ups, Google Analytics, Website Copy, Project Management, Strategic Planning, Market Research, Process Optimization, International Business, Business Planning, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Marketing Copy, Strategy, Social Media Marketing, Business Development, Leadership, WordPress
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master, Business Administration; Strategic Management & Leadership, Global Business
Bard College 2002 — 2006
BA, Political Studies, International & Global Studies
Institut Catholique de Paris
University of Pittsburgh
Global Studies
Isidore Newman School 1998 — 2002
High School
CotingaSoft May 2014 - Present
Willeford Investments February 2013 - Present
Calliope Digital, LLC November 2012 - March 2014
Elstrott, Maurer & Hunnewell May 2010 - August 2011
The New Orleans Startup Fund October 2010 - July 2011
Latter & Blum August 2006 - December 2008
Louisiana Children's Museum February 2007 - August 2007
Bureau of Governmental Research December 2005 - January 2006
Merrill Lynch June 2004 - August 2004
Willeford Law June 2003 - August 2003
Skills
Operations Management, Start-ups, Google Analytics, Website Copy, Project Management, Strategic Planning, Market Research, Process Optimization, International Business, Business Planning, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Marketing Copy, Strategy, Social Media Marketing, Business Development, Leadership, WordPress
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master, Business Administration; Strategic Management & Leadership, Global Business
Bard College 2002 — 2006
BA, Political Studies, International & Global Studies
Institut Catholique de Paris
University of Pittsburgh
Global Studies
Isidore Newman School 1998 — 2002
High School
Jon Moskowitz's Merrill Lynch Experience April 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
BS, Management
Merrill Lynch April 2014 - Present
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
BS, Management
Yu Cao, CFA's Merrill Lynch Experience May 1999 - September 1999
Job VP, Risk Director, Global Treasury Risk Management at State Street
Industry Capital Markets
Experience
State Street July 2013 - Present
Capital One June 2008 - 2013
Capital One June 2005 - June 2008
Capital One June 2003 - June 2005
Capital One January 2002 - June 2003
Capital One July 2000 - January 2002
Burkenroad Reports March 1999 - May 2000
Merrill Lynch May 1999 - September 1999
Sinochem June 1995 - June 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Treasury Management, Corporate Finance, Securitization, Financial Risk, Bloomberg, Risk Management, Banking, Derivatives, Financial Services, Market Risk, Equities
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
University of International Business and Economics 1991 — 1995
BS, International Trade
State Street July 2013 - Present
Capital One June 2008 - 2013
Capital One June 2005 - June 2008
Capital One June 2003 - June 2005
Capital One January 2002 - June 2003
Capital One July 2000 - January 2002
Burkenroad Reports March 1999 - May 2000
Merrill Lynch May 1999 - September 1999
Sinochem June 1995 - June 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Treasury Management, Corporate Finance, Securitization, Financial Risk, Bloomberg, Risk Management, Banking, Derivatives, Financial Services, Market Risk, Equities
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
University of International Business and Economics 1991 — 1995
BS, International Trade
Lucia Licon's Merrill Lynch Experience March 2007 - January 2010
Job Staffing Supervisor Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services 2012 - 2013
Merrill Lynch March 2007 - January 2010
Merrill Lynch July 1989 - January 2010
Skills
Mutual Funds, Six Sigma, Process Improvement, Vendor Management, Business Analysis, Change Management, Project Management, Financial Services, Management, Risk Management, Business Process..., Banking, Call Centers, Operations Management, Relationship Management, Leadership, SharePoint, Data Analysis, Team Leadership, Analysis, Team Building
Education
TUI University 2000 — 2002
MBA, Information Technology Management
University of Maryland College Park 1990 — 1991
BS, Personnel Management
Kelly Services 2012 - 2013
Merrill Lynch March 2007 - January 2010
Merrill Lynch July 1989 - January 2010
Skills
Mutual Funds, Six Sigma, Process Improvement, Vendor Management, Business Analysis, Change Management, Project Management, Financial Services, Management, Risk Management, Business Process..., Banking, Call Centers, Operations Management, Relationship Management, Leadership, SharePoint, Data Analysis, Team Leadership, Analysis, Team Building
Education
TUI University 2000 — 2002
MBA, Information Technology Management
University of Maryland College Park 1990 — 1991
BS, Personnel Management
Fritz von Carp, CFA's Merrill Lynch Experience July 1997 - November 2002
Job Portfolio manager at Sage Asset Management LLC
Industry Financial Services
Experience
Sage Asset Management January 2012 - January 2014
Sage Asset Management January 2009 - January 2014
Sage Asset Management January 2003 - December 2008
Merrill Lynch July 1997 - November 2002
Skills
Equities, Hedge Funds, Asset Management, Trading, Equity Research, Portfolio Management, Capital Markets, Investments, Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Emerging Markets, Corporate Finance, Alternative Investments, Economics, Analysis, Risk Management, Investment Strategies, Industry Analysis, Research, Derivatives, Options, Financial Markets, Asset Allocation, Forecasting, Series 7, Securities, Fundamental Research, Stocks, Global Macro
Education
Fletcher School of Law & Diplomacy 1995 — 1997
MALD, Int'l Finance & Economics
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MALD, Int'l Finance & economic policy
University of Oregon 1991 — 1995
BA, English
Cambridge University 1992 — 1993
Study abroad, Liturture, philosopphy, creative writing
Sage Asset Management January 2012 - January 2014
Sage Asset Management January 2009 - January 2014
Sage Asset Management January 2003 - December 2008
Merrill Lynch July 1997 - November 2002
Skills
Equities, Hedge Funds, Asset Management, Trading, Equity Research, Portfolio Management, Capital Markets, Investments, Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Emerging Markets, Corporate Finance, Alternative Investments, Economics, Analysis, Risk Management, Investment Strategies, Industry Analysis, Research, Derivatives, Options, Financial Markets, Asset Allocation, Forecasting, Series 7, Securities, Fundamental Research, Stocks, Global Macro
Education
Fletcher School of Law & Diplomacy 1995 — 1997
MALD, Int'l Finance & Economics
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MALD, Int'l Finance & economic policy
University of Oregon 1991 — 1995
BA, English
Cambridge University 1992 — 1993
Study abroad, Liturture, philosopphy, creative writing
Joshua P. Dulaney's Merrill Lynch Experience May 2009 - August 2009
Job Market Risk Analyst at WGL
Industry Oil & Energy
Experience
WGL December 2014 - Present
Exelon September 2011 - December 2014
Constellation Energy June 2011 - September 2011
Morgan Stanley Smith Barney December 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Fixed Income, Equity Research, Trading, Corporate Finance, Derivatives, Capital Markets, Equities, Commodity, Commodity Markets, Market Risk, Credit Risk, Microsoft Excel, Analysis, Investments
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Risk Management
Tulane University 2005 — 2009
BSM, Finance, Management, Energy
WGL December 2014 - Present
Exelon September 2011 - December 2014
Constellation Energy June 2011 - September 2011
Morgan Stanley Smith Barney December 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Fixed Income, Equity Research, Trading, Corporate Finance, Derivatives, Capital Markets, Equities, Commodity, Commodity Markets, Market Risk, Credit Risk, Microsoft Excel, Analysis, Investments
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Risk Management
Tulane University 2005 — 2009
BSM, Finance, Management, Energy
Kristen Saputo's Merrill Lynch Experience 2006 - 2008
Job Fixed Income Insitiutional Trading at Atlas One
Industry Financial Services
Experience
Atlas One January 2010 - Present
Raymond James Financial Services September 2008 - August 2009
Merrill Lynch 2006 - 2008
Daymon Worldwide 2004 - 2006
Hu-Friedy Mfg. Co., LLC 2000 - 2004
North American Bear Company March 1999 - May 2000
Coty 1997 - 1998
Macy's East 1996 - 1997
Skills
PowerPoint, Microsoft Office, Trade Shows, Series 7, Budgeting, Excel, Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Fixed Income, Management, Analysis, Budgets, Securities, Sales, Microsoft Excel, Uniform Combined State..., Mortgage Lending
Education
Tulane University 1992 — 1996
BA, Communications
Atlas One January 2010 - Present
Raymond James Financial Services September 2008 - August 2009
Merrill Lynch 2006 - 2008
Daymon Worldwide 2004 - 2006
Hu-Friedy Mfg. Co., LLC 2000 - 2004
North American Bear Company March 1999 - May 2000
Coty 1997 - 1998
Macy's East 1996 - 1997
Skills
PowerPoint, Microsoft Office, Trade Shows, Series 7, Budgeting, Excel, Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Fixed Income, Management, Analysis, Budgets, Securities, Sales, Microsoft Excel, Uniform Combined State..., Mortgage Lending
Education
Tulane University 1992 — 1996
BA, Communications
Michael Penn's Merrill Lynch Experience September 2008 - August 2011
Job Director, Global Economist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers September 2011 - Present
Merrill Lynch September 2008 - August 2011
Merrill Lynch October 2006 - September 2008
Merrill Lynch October 2003 - September 2006
Merrill Lynch July 2000 - October 2002
Skills
Macroeconomics, Global Macro, Economics, Emerging Markets, Financial Markets, Equities, Investments, Bloomberg, Economic Forecasting, Econometrics, Analysis, FX Options, Options, Trading, Equity Research, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Bonds, Asset Allocation
Education
University College London, U. of London 2002 — 2003
Master of Science, Economics, awarded Distinction
University of Nottingham 1997 — 2000
Bachelor of Science, Economics
Cohen & Steers September 2011 - Present
Merrill Lynch September 2008 - August 2011
Merrill Lynch October 2006 - September 2008
Merrill Lynch October 2003 - September 2006
Merrill Lynch July 2000 - October 2002
Skills
Macroeconomics, Global Macro, Economics, Emerging Markets, Financial Markets, Equities, Investments, Bloomberg, Economic Forecasting, Econometrics, Analysis, FX Options, Options, Trading, Equity Research, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Bonds, Asset Allocation
Education
University College London, U. of London 2002 — 2003
Master of Science, Economics, awarded Distinction
University of Nottingham 1997 — 2000
Bachelor of Science, Economics
Bob Ames's Merrill Lynch Experience February 1994 - December 2003
Job Retired
Industry Financial Services
Experience
Stephens Inc. Vice President
Merrill Lynch February 1994 - December 2003
US Army June 1964 - August 1993
Skills
Equities, Asset Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Strategy, Business Strategy, Business Development, Management Consulting, Capital Markets, Entrepreneurship, Fixed Income, Valuation, Portfolio Management, Start-ups, Series 7, Alternative Investments, Derivatives, Financial Modeling, Investments, Series 63
Education
Salve Regina University
Masters Management Science
Tulane University 1970 — 1972
Master of Operation Research
United States Military Academy at West Point 1960 — 1964
Bachelor of Science (B.S.)
Stephens Inc. Vice President
Merrill Lynch February 1994 - December 2003
US Army June 1964 - August 1993
Skills
Equities, Asset Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Strategy, Business Strategy, Business Development, Management Consulting, Capital Markets, Entrepreneurship, Fixed Income, Valuation, Portfolio Management, Start-ups, Series 7, Alternative Investments, Derivatives, Financial Modeling, Investments, Series 63
Education
Salve Regina University
Masters Management Science
Tulane University 1970 — 1972
Master of Operation Research
United States Military Academy at West Point 1960 — 1964
Bachelor of Science (B.S.)
Andy Frank's Merrill Lynch Experience 2006 - 2008
Job Managing Director at Cerberus Capital Management
Industry Capital Markets
Experience
Cerberus Capital Management April 2015 - Present
Stifel Nicolaus March 2010 - May 2014
FSI Capital February 2009 - March 2010
Merrill Lynch 2006 - 2008
Deloitte & Touche May 2003 - March 2006
Skills
ABS, MBS, CDO, Securitization, CMBS, Hedge Funds, Valuation, Debt, Fixed Income, Investments, Equity Derivatives, Structured Finance, Equities, Alternative Investments, Structured Products, Capital Markets, Bonds, Financial Modeling, Asset Management, Financial Structuring, Mergers & Acquisitions, Management, Investment Banking
Education
Tulane University - A.B. Freeman School of Business
Finance / Acccounting
Cerberus Capital Management April 2015 - Present
Stifel Nicolaus March 2010 - May 2014
FSI Capital February 2009 - March 2010
Merrill Lynch 2006 - 2008
Deloitte & Touche May 2003 - March 2006
Skills
ABS, MBS, CDO, Securitization, CMBS, Hedge Funds, Valuation, Debt, Fixed Income, Investments, Equity Derivatives, Structured Finance, Equities, Alternative Investments, Structured Products, Capital Markets, Bonds, Financial Modeling, Asset Management, Financial Structuring, Mergers & Acquisitions, Management, Investment Banking
Education
Tulane University - A.B. Freeman School of Business
Finance / Acccounting
Evan Gomes's Merrill Lynch Experience May 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Tulane University January 2012 - Present
Merrill Lynch May 1999 - Present
Skills
Investments, Finance
Education
Tulane University 1993 — 1997
BA, Economics, History
Clifton L. Ganus 1988 — 1993
Ben Franklin
Tulane University January 2012 - Present
Merrill Lynch May 1999 - Present
Skills
Investments, Finance
Education
Tulane University 1993 — 1997
BA, Economics, History
Clifton L. Ganus 1988 — 1993
Ben Franklin
Spencer Thomas's Merrill Lynch Experience July 2008 - August 2010
Job Quality Manager at Koller Craft South
Industry Automotive
Experience
Koller Craft South February 2015 - August 2015
Koller Craft South April 2011 - February 2015
MTA September 2010 - June 2011
Merrill Lynch July 2008 - August 2010
Inteva Products LLC June 1995 - July 2008
Skills
Retirement Planning, Wealth Management, Series 7, Root Cause Analysis, Value Stream Mapping, 5S, FMEA, Six Sigma, Automotive, Cross-functional Team..., Lean Manufacturing, Continuous Improvement, Quality Management, PPAP, APQP, DMAIC, Supplier Quality, Kaizen, Program Management, Manufacturing..., Minitab, Process Engineering, Process Improvement, Risk Management, Strategic Financial...
Education
Tuskegee University 1991 — 1995
BS, Engineering
Koller Craft South February 2015 - August 2015
Koller Craft South April 2011 - February 2015
MTA September 2010 - June 2011
Merrill Lynch July 2008 - August 2010
Inteva Products LLC June 1995 - July 2008
Skills
Retirement Planning, Wealth Management, Series 7, Root Cause Analysis, Value Stream Mapping, 5S, FMEA, Six Sigma, Automotive, Cross-functional Team..., Lean Manufacturing, Continuous Improvement, Quality Management, PPAP, APQP, DMAIC, Supplier Quality, Kaizen, Program Management, Manufacturing..., Minitab, Process Engineering, Process Improvement, Risk Management, Strategic Financial...
Education
Tuskegee University 1991 — 1995
BS, Engineering
Austin Zaunbrecher, CFA, CMT's Merrill Lynch Experience July 2008 - June 2011
Job Portfolio Manager at Whitney Bank
Industry Financial Services
Experience
Whitney Bank February 2013 - Present
Equitas Capital Advisors, LLC July 2011 - February 2013
Merrill Lynch July 2008 - June 2011
Merrill Lynch 2008 - 2009
Skills
Hedge Funds, Equities, Financial Modeling, Asset Managment, Series 7, Portfolio Management, Investments, Fixed Income, Alternative Investments, Bloomberg Terminal, Equity Research, Capital Markets, Corporate Finance, Financial Analysis, Uniform Combined State..., Due Diligence, Securities, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History
Whitney Bank February 2013 - Present
Equitas Capital Advisors, LLC July 2011 - February 2013
Merrill Lynch July 2008 - June 2011
Merrill Lynch 2008 - 2009
Skills
Hedge Funds, Equities, Financial Modeling, Asset Managment, Series 7, Portfolio Management, Investments, Fixed Income, Alternative Investments, Bloomberg Terminal, Equity Research, Capital Markets, Corporate Finance, Financial Analysis, Uniform Combined State..., Due Diligence, Securities, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History
Nisha Ribardo's Merrill Lynch Experience January 1996 - February 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2009 - Present
Merrill Lynch January 1996 - February 2009
Skills
Portfolio Management, Series 7
Education
Tulane University 1989 — 1993
Bachelors, Business Administration
Morgan Stanley Wealth Management February 2009 - Present
Merrill Lynch January 1996 - February 2009
Skills
Portfolio Management, Series 7
Education
Tulane University 1989 — 1993
Bachelors, Business Administration
Susan Stohl's Merrill Lynch Experience September 1997 - September 1998
Job at
Industry Insurance
Experience
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Amanda Rice's Merrill Lynch Experience 2002 - 2004
Job Investor Relations and Business Development at Amici Capital, LLC
Industry Financial Services
Experience
Amici Capital, LLC April 2007 - Present
Pfizer 2004 - 2007
Merrill Lynch 2002 - 2004
J.P. Morgan (formerly Chase, Hambrecht & Quist) 1999 - 2002
Skills
Portfolio Management, Hedge Funds, Asset Management, Private Equity, Financial Analysis, Investor Relations, Wealth Management, Valuation, Investment Strategies, Investment Management, Financial Markets, Finance, Equity Research, Emerging Markets, Economics, Derivatives, Bloomberg, Asset Allocation, Alternative Investments, Risk Management
Education
Tulane University 1995 — 1999
BSM, Finance
Amici Capital, LLC April 2007 - Present
Pfizer 2004 - 2007
Merrill Lynch 2002 - 2004
J.P. Morgan (formerly Chase, Hambrecht & Quist) 1999 - 2002
Skills
Portfolio Management, Hedge Funds, Asset Management, Private Equity, Financial Analysis, Investor Relations, Wealth Management, Valuation, Investment Strategies, Investment Management, Financial Markets, Finance, Equity Research, Emerging Markets, Economics, Derivatives, Bloomberg, Asset Allocation, Alternative Investments, Risk Management
Education
Tulane University 1995 — 1999
BSM, Finance
O. Keith Owen IV's Merrill Lynch Experience January 2000 - May 2000
Job Business Develepment Manager/SME at Comtrail Consulting and Manufacturing
Industry Oil & Energy
Experience
COMTRAIL CONSULTING AND MANUFACTURING March 2007 - Present
LONESTAR VINTAGE RESTORATION February 2006 - March 2007
DIAMOND CUTTERS INTERNATIONAL October 2003 - January 2006
BANC OF AMERICA SECURITIES LLC June 2000 - June 2002
Merrill Lynch January 2000 - May 2000
Tulane University September 1999 - February 2000
Skills
Financial Analysis, Risk Assessment, Analysis, Negotiation, Business Development, Marketing
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BSM, Finance
COMTRAIL CONSULTING AND MANUFACTURING March 2007 - Present
LONESTAR VINTAGE RESTORATION February 2006 - March 2007
DIAMOND CUTTERS INTERNATIONAL October 2003 - January 2006
BANC OF AMERICA SECURITIES LLC June 2000 - June 2002
Merrill Lynch January 2000 - May 2000
Tulane University September 1999 - February 2000
Skills
Financial Analysis, Risk Assessment, Analysis, Negotiation, Business Development, Marketing
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BSM, Finance
Nick Chadeayne's Merrill Lynch Experience August 2005 - October 2007
Job Risk Control Analyst at Shell Trading
Industry Oil & Energy
Experience
Shell Trading December 2012 - Present
BBVA Compass June 2010 - December 2012
Wachovia, A Wells Fargo Company October 2007 - September 2009
Merrill Lynch August 2005 - October 2007
Skills
Bloomberg, Portfolio Management, Financial Modeling, Budgets, Fixed Income, Financial Analysis, Equities, Investments, Asset Management, Valuation, VBA, Risk Management, Asset Allocation
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Science, Finance
University of Florida - Warrington College of Business Administration 2004 — 2005
Master of Science, Management
University of Florida 1999 — 2003
Bachelor of Arts, Russian
University of Florida 1999 — 2003
Bachelor of Arts, Political Science
Shell Trading December 2012 - Present
BBVA Compass June 2010 - December 2012
Wachovia, A Wells Fargo Company October 2007 - September 2009
Merrill Lynch August 2005 - October 2007
Skills
Bloomberg, Portfolio Management, Financial Modeling, Budgets, Fixed Income, Financial Analysis, Equities, Investments, Asset Management, Valuation, VBA, Risk Management, Asset Allocation
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Science, Finance
University of Florida - Warrington College of Business Administration 2004 — 2005
Master of Science, Management
University of Florida 1999 — 2003
Bachelor of Arts, Russian
University of Florida 1999 — 2003
Bachelor of Arts, Political Science
Winston Clinton MBA's Merrill Lynch Experience September 1994 - December 1997
Job VP, CRE / Servicing
Industry Commercial Real Estate
Experience
California Credit Union June 2008 - Present
Wells Fargo Advisors February 2004 - March 2008
Huntington Browne 2001 - 2003
Summit Bank March 1998 - August 2001
Merrill Lynch September 1994 - December 1997
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Credit..., Credit Workouts, Marketing Strategy, Microsoft Word, Risk Management, Credit Analysis, Project Planning, Commercial Banking, Financial Analysis, Foreclosures, Bankruptcy, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Commercial Leasing, Commercial Lending, New Business Development, Strategic Planning, Microsoft Excel, Portfolio Management, Mortgage Lending, Asset Management, Loan Origination, Loans, Finance
Education
American InterContinental University
Master of Business Administration (MBA), Accounting & Finance
Tuskegee University 1990 — 1994
BA
California Credit Union June 2008 - Present
Wells Fargo Advisors February 2004 - March 2008
Huntington Browne 2001 - 2003
Summit Bank March 1998 - August 2001
Merrill Lynch September 1994 - December 1997
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Credit..., Credit Workouts, Marketing Strategy, Microsoft Word, Risk Management, Credit Analysis, Project Planning, Commercial Banking, Financial Analysis, Foreclosures, Bankruptcy, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Commercial Leasing, Commercial Lending, New Business Development, Strategic Planning, Microsoft Excel, Portfolio Management, Mortgage Lending, Asset Management, Loan Origination, Loans, Finance
Education
American InterContinental University
Master of Business Administration (MBA), Accounting & Finance
Tuskegee University 1990 — 1994
BA
Guillaume Hajek's Merrill Lynch Experience October 2013 - July 2014
Job M&T Student
Industry Financial Services
Experience
Merrill Lynch October 2013 - July 2014
Chrystal Capital Partners LLP July 2012 - August 2012
Famocracy September 2010 - September 2011
Fortis Private Banking 2007 - 2007
Skills
Flying Planes, Krav Maga, French, German, fencing, Valuation, Fences, Mergers & Acquisitions, Management, Strategy, Statistics, Mathematics, Financial Statement..., Portfolio Management, Microsoft Excel, PowerPoint, Marketing, Data Analysis, Entrepreneurship, Venture Capital, Corporate Finance, Finance, Financial Modeling, Microsoft Office
Education
UCL 2014 — 2015
Master’s Degree, Space Science and Engineering, Space Technology
University of Pennsylvania - The Wharton School 2008 — 2013
Bsc and BSE, Finance and Mechanical Engineering
UCL
Merrill Lynch October 2013 - July 2014
Chrystal Capital Partners LLP July 2012 - August 2012
Famocracy September 2010 - September 2011
Fortis Private Banking 2007 - 2007
Skills
Flying Planes, Krav Maga, French, German, fencing, Valuation, Fences, Mergers & Acquisitions, Management, Strategy, Statistics, Mathematics, Financial Statement..., Portfolio Management, Microsoft Excel, PowerPoint, Marketing, Data Analysis, Entrepreneurship, Venture Capital, Corporate Finance, Finance, Financial Modeling, Microsoft Office
Education
UCL 2014 — 2015
Master’s Degree, Space Science and Engineering, Space Technology
University of Pennsylvania - The Wharton School 2008 — 2013
Bsc and BSE, Finance and Mechanical Engineering
UCL
Chris McArdle's Merrill Lynch Experience September 2005 - August 2006
Job Senior Associate at Alston & Bird LLP
Industry Law Practice
Experience
Alston & Bird LLP 2010 - Present
Merrill Lynch September 2005 - August 2006
Education
Tulane University Law School 2006 — 2009
J.D.
Alston & Bird LLP 2010 - Present
Merrill Lynch September 2005 - August 2006
Education
Tulane University Law School 2006 — 2009
J.D.
Alec Regitsky's Merrill Lynch Experience June 2010 - August 2010
Job Senior Risk Associate at The Receivables Exchange
Industry Financial Services
Experience
The Receivables Exchange May 2013 - Present
The Receivables Exchange June 2012 - May 2013
Reily Recreation Center January 2009 - June 2012
Merrill Lynch June 2010 - August 2010
PlayMotion September 2007 - December 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, PowerPoint, Financial Analysis, VBA, Salesforce.com, Corporate Finance, PACER, SQL, UCC filings, AutoIt, Westlaw, JavaScript, Access, Equity Research, Bloomberg Terminal, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
The Receivables Exchange May 2013 - Present
The Receivables Exchange June 2012 - May 2013
Reily Recreation Center January 2009 - June 2012
Merrill Lynch June 2010 - August 2010
PlayMotion September 2007 - December 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, PowerPoint, Financial Analysis, VBA, Salesforce.com, Corporate Finance, PACER, SQL, UCC filings, AutoIt, Westlaw, JavaScript, Access, Equity Research, Bloomberg Terminal, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Luis Armando Villarreal's Merrill Lynch Experience September 2011 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
VALUE GRUPO FINANCIERO January 2008 - December 2010
VALUE Grupo Financiero March 2005 - December 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Financial Analysis, Derivatives, Portfolio Management, Investments, Corporate Finance, Trading, Commodity, Asset Managment, Risk Management, Fixed Income, Equity Valuation, Options, Series 7, Hedge Funds
Education
Tulane University 2010 — 2011
Master in Finance, Finance
ITESM Campus Monterrey 1998 — 2004
Bachelor of Science, Computer Engineer
Merrill Lynch September 2011 - Present
VALUE GRUPO FINANCIERO January 2008 - December 2010
VALUE Grupo Financiero March 2005 - December 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Financial Analysis, Derivatives, Portfolio Management, Investments, Corporate Finance, Trading, Commodity, Asset Managment, Risk Management, Fixed Income, Equity Valuation, Options, Series 7, Hedge Funds
Education
Tulane University 2010 — 2011
Master in Finance, Finance
ITESM Campus Monterrey 1998 — 2004
Bachelor of Science, Computer Engineer
Daniel Schiffman's Merrill Lynch Experience June 2012 - August 2012
Job Associate at KPMG
Industry Financial Services
Experience
KPMG October 2014 - Present
KPMG US June 2013 - August 2013
Tulane University August 2010 - May 2013
Burkenroad Reports August 2012 - April 2013
Merrill Lynch June 2012 - August 2012
National Broadcasting Company September 2010 - February 2012
ONIA LLC. 2011 - 2011
Norwalk Pulmonary Consultants, P.C May 2010 - August 2010
Bernstein & Bernstein, CPAs June 2008 - August 2010
Skills
Broadcast, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Microsoft Word, Research, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Masters of Accounting, BSM Finance
KPMG October 2014 - Present
KPMG US June 2013 - August 2013
Tulane University August 2010 - May 2013
Burkenroad Reports August 2012 - April 2013
Merrill Lynch June 2012 - August 2012
National Broadcasting Company September 2010 - February 2012
ONIA LLC. 2011 - 2011
Norwalk Pulmonary Consultants, P.C May 2010 - August 2010
Bernstein & Bernstein, CPAs June 2008 - August 2010
Skills
Broadcast, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Microsoft Word, Research, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Masters of Accounting, BSM Finance
Mary Heausler's Merrill Lynch Experience April 1981 - August 1994
Job at Expressive Catering
Industry
Experience
Expressive Catering October 2010 - December 2013
Merrill Lynch April 1981 - August 1994
Coldwell Banker October 1989 - October 1991
Skills
CRM, Public Speaking, Editing, Event Management, Marketing Communications, Sales, Strategic Planning, Public Relations, Event Planning, Microsoft Office, Fundraising, Management, Social Media
Education
Tulane University 1977 — 1981
BA, English
Expressive Catering October 2010 - December 2013
Merrill Lynch April 1981 - August 1994
Coldwell Banker October 1989 - October 1991
Skills
CRM, Public Speaking, Editing, Event Management, Marketing Communications, Sales, Strategic Planning, Public Relations, Event Planning, Microsoft Office, Fundraising, Management, Social Media
Education
Tulane University 1977 — 1981
BA, English
Bjorn Hauerbach's Merrill Lynch Experience August 1997 - December 1999
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
I Ghosh's Merrill Lynch Experience 1999 - 2008
Job CTO at Atlas Communications Technology, Inc.
Industry Telecommunications
Experience
Atlas Communications Technology, Inc. January 2000 - Present
Bank of America January 2000 - February 2013
Merrill Lynch 1999 - 2008
Citi 1994 - 1997
Skills
Thought Leadership, Strategic Partnerships, Team Building, Service Delivery, Solution Selling, Compliance, Capital Markets, Banking, Banking Technologies, Resource Management, Business Planning, Coaching, Mentoring, Public Speaking
Education
Tulane University 1990 — 1994
Electrical Engineering
Atlas Communications Technology, Inc. January 2000 - Present
Bank of America January 2000 - February 2013
Merrill Lynch 1999 - 2008
Citi 1994 - 1997
Skills
Thought Leadership, Strategic Partnerships, Team Building, Service Delivery, Solution Selling, Compliance, Capital Markets, Banking, Banking Technologies, Resource Management, Business Planning, Coaching, Mentoring, Public Speaking
Education
Tulane University 1990 — 1994
Electrical Engineering
Barry Ang, CPA's Merrill Lynch Experience April 2007 - December 2009
Job Master of International Business The Fletcher School of Law and Diplomacy
Industry Higher Education
Experience
The Fletcher School of Law and Diplomacy August 2013 - June 2015
U.S. Department of the Treasury June 2014 - August 2014
BBVA November 2011 - August 2013
Morgan Stanley December 2009 - September 2011
Merrill Lynch April 2007 - December 2009
EY September 2002 - March 2007
Skills
Corporate Finance, Valuation, Investment Banking, Fixed Income, Risk Management, Policy Analysis, International Relations, Economics, Financial Modeling, Research, Financial Analysis, Securities, Analysis, Capital Markets, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of International Business, Strategy and Management Consulting
University of San Francisco 1997 — 2001
Bachelor of Science, Accounting and Finance
The Fletcher School of Law and Diplomacy August 2013 - June 2015
U.S. Department of the Treasury June 2014 - August 2014
BBVA November 2011 - August 2013
Morgan Stanley December 2009 - September 2011
Merrill Lynch April 2007 - December 2009
EY September 2002 - March 2007
Skills
Corporate Finance, Valuation, Investment Banking, Fixed Income, Risk Management, Policy Analysis, International Relations, Economics, Financial Modeling, Research, Financial Analysis, Securities, Analysis, Capital Markets, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of International Business, Strategy and Management Consulting
University of San Francisco 1997 — 2001
Bachelor of Science, Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank