Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Thomson Reuters August 2013 - Present
Fizziology LLC 2013 - 2013
BountyJobs 2012 - 2013
Elsevier 2008 - 2012
Accredited Home Lenders 2006 - 2008
Laidlaw and Company LTD 2003 - 2006
Merrill Lynch January 1998 - June 1998
Skills
Executive Management, Consultative Selling, Salesforce.com, New Business Development, SaaS, Solution Selling, Miller Heiman, Licensing Negotiations, Negotiation, Strategic Negotiations, Cloud Computing, Publishing, Public Speaking, Mortgage Underwriting, Financial Analysis, Library Science, Library 2.0, Digital Libraries, Start-up Environment, Start-ups, Seibel, Mortgage Banking, Scopus, Account Management, Key Account Management, Key Account Development, New Product Roll Out, Selling, Road Warrior, Cold Calling, Enterprise Solution..., Applicant Tracking..., Sales, Sales Management, Contract Negotiation, Business Intelligence, CRM, Strategic Partnerships, Networking, Building Relationships, Social Media, Direct Sales, Business Development, Competitive Analysis, B2B, Customer Retention, Strategy, Sales Operations, Digital Marketing, Enterprise Software
Education
State University of New York at Albany 2000 — 2002
Finance, Statistics, Economics
University of Delaware - Lerner College of Business and Economics 1998 — 2000
Associates, Business, Economics, Marketing, Finance
Accenture March 2013 - Present
USC Asian American Business Association August 2012 - December 2012
EMC June 2012 - August 2012
Standard Parking January 2012 - May 2012
Merrill Lynch July 2010 - August 2010
OK Go March 2010 - May 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Real Estate Economics, Due Diligence, Finance, Asset Managment, Social Media, Access, Property Management, Budgets, Oracle Applications, SAP, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2012
B.S. in Business Administration, Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
Study Abroad, Business Administration and Management, General
Tapjoy November 2014 - Present
Rentlytics June 2014 - October 2014
S&P Capital IQ April 2013 - May 2014
S&P Capital IQ September 2012 - May 2014
Merrill Lynch September 2011 - December 2011
Global Equity Finance March 2011 - August 2011
Future Business Leaders of America September 2010 - June 2011
Coghlan Financial January 2011 - February 2011
Social Security Administration June 2010 - September 2010
Skills
Strategic Account..., Product Demonstration, Product Adoption, Business Development, Capital IQ, Onboarding, Salesforce.com
Education
University of California, San Diego 2008 — 2012
B.A., International Studies-Economics
Universitat Autònoma de Barcelona 2011 — 2011
PwC July 2004 - Present
PricewaterhouseCoopers June 2004 - June 2012
Goldman Sachs May 2003 - August 2003
Merrill Lynch June 1998 - May 2002
Skills
Consumer Finance, Management Consulting, Mortgage Banking, Customer Experience, Mortgage, Operational Risk..., Mortgage Lending, Finance, Financial Services, Strategic Planning, Business Process..., Risk Management, Financial Risk, Process Improvement, Strategy, Business Strategy, Leadership, Banking, Financial Modeling, Loans
Education
University of North Carolina at Chapel Hill 2002 — 2004
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA
Universidad Panamericana 1994 — 1998
BS
Home Team Of America September 2014 - Present
Weichert Realtors, San Antonio TX November 2008 - December 2010
Interbay Funding March 2007 - August 2008
Merrill Lynch September 2005 - April 2007
Popular Financial Services, Equity one Wholesale Mortgage November 2004 - September 2005
Skills
Real Estate, Short Sales, Foreclosures, Sellers, Investment Properties, Selling, Residential Homes, Mortgage Lending, Real Estate Transactions, Loans, Marketing, Luxury, Investments, Commercial Real Estate, Finance, Investors, Relocation, Negotiation, Contract Negotiation, Single Family Homes, New Home Sales, Referrals
Education
Universidad Regiomontana, A.C. 1986 — 1990
Bachelor of Business Administration (B.B.A.), Hoteleria y Turismo
Universidad Regiomontana, A.C. 1984 — 1986
Prepa Hidalgo, Hospitality Administration/Management
MSCI Inc. October 2013 - Present
UBS September 2012 - September 2013
Asurion April 2005 - September 2012
ebay 2004 - 2005
AT&T Wireless April 2003 - December 2004
Merrill Lynch March 1999 - June 2002
Deutsche Bank January 1997 - March 1999
Morgan Stanley April 1985 - February 1997
IBM July 1981 - April 1985
Skills
Mergers, Financial Management, Business Architecture, Product Management, Integration, IT Strategy, Enterprise Architecture, Agile, Program Management, Product Strategy, Operations Management, Managerial Finance, Strategy, Agile Methodologies, Cloud Computing, Data Center, Investment Banking, Management, Outsourcing, PMO, Mergers & Acquisitions, Vendor Management, Governance, Business Intelligence, SDLC, E-commerce, Telecommunications, Software Development, Project Portfolio..., IT Service Management, ITIL, Enterprise Software, Disaster Recovery, IT Management, Business Continuity, SaaS, Infrastructure, System Deployment, Architecture, Leadership, Business Process, Business Analysis, Cross-functional Team..., Solution Architecture, Software Project..., IT Operations, Business Process..., Agile Project Management, Professional Services, PMP
Education
University at Albany, SUNY 1977 — 1981
BS, Business, Computer Science
State University of New York at Albany
Bachelor of Science (BS), Business Administration, Math, and Computer Science
Deloitte August 2014 - Present
Procter & Gamble May 2013 - August 2013
Vanderbilt University January 2013 - May 2013
SI Capital September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Spotlight Ticket Management May 2012 - August 2012
Patrick's TuDOREing Services August 2011 - May 2012
Self-Employed September 2007 - May 2012
Berrendos Camp July 2008 - July 2008
Skills
Fluent in Spanish, RFP Generation, Salesforce.com..., Search Engine..., Google Analytics, MS Excel Pivot Tables, MS Project, MS Visio, Microsoft Office, Experience with..., Experience with SaaS..., Cello, Public Speaking, Visio, Supplier risk analysis, Industry analysis, Ecommerce
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Technology, Finance and Management; Spanish, 3.85
Universitat Pompeu Fabra
Spanish
CBRE Global Investors July 2015 - Present
KTR Capital Partners July 2014 - May 2015
Villanova University August 2010 - May 2014
Rising Realty Partners May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Dunn Real Estate May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Social Media, Data Analysis, Social Networking, Time Management, Photoshop, Financial Modeling, SketchUp, Argus Modeling, Financial Analysis, Investments, Social Media Marketing
Education
Villanova University 2010 — 2014
Bachelor's degree, Finance, Real Estate, International Business
Universitat Pompeu Fabra 2012 — 2012
Loyola High School 2006 — 2010
Mesirow Advanced Strategies, Inc. 2009 - Present
Aurora Investment Management April 2008 - 2009
Ernst & Young January 2006 - April 2008
SABMiller June 2005 - December 2005
Ernst & Young January 2005 - March 2005
Merrill Lynch June 2004 - December 2004
Skills
Hedge Funds, Private..., Big Four Audit, Hedge Funds, Financial Modeling, Auditing, Financial Analysis, Big 4, Front to Back Office, Fund Of Funds, Mutual Funds, Private Equity, NAV, Operations Management, Valuation, Pricing, Operational Due..., Financial Reporting, Partnerships, SEC filings, Alternative Investments, Fund Administration, Fund Accounting, Investment Valuation
Education
University of Wisconsin-Parkside 2003 — 2005
Business, Accounting
Universitet za nacionalno i svetovno stopanstvo 1995 — 2000
Masters, Accounting
Spectrum Brands July 2014 - Present
Merrill Lynch May 2012 - August 2012
St. Thomas Aquinas Catholic Parish October 2004 - May 2012
Altair Advisers January 2012 - January 2012
Bishop's Bay Country Club June 2009 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Access, Stata: Analysis and..., Economics, Financial Analysis
Education
University of Wisconsin-Madison - School of Business 2010 — 2014
Finance; Economics
Università Commerciale 'Luigi Bocconi'
Bank of America February 2014 - Present
Bank of America July 2011 - January 2014
Merrill Lynch November 2010 - July 2011
Skills
Equity Trading, Equity Research, Equity Derivatives, Derivatives, Capital Markets, Financial Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Valuation, Corporate Finance, Trading, Financial Modeling, Hedge Funds, Options, Economics, Securities, Emerging Markets, Trading Systems, Avaliação financeira, Banco de investimento, Derivativos, Economia, Finanças corporativas, Mercado de capitais, Fundos de cobertura, Mercados emergentes, Mercados financeiros, Modelagem financeira, Operações comerciais, Patrimônio líquido
Education
Universidade de São Paulo / USP 2006 — 2010
Bachelor of Business Administration (BBA), Economics
Thermo Fisher Scientific April 2015 - Present
Thermo Fisher Scientific (formerly Life Technologies) February 2014 - Present
Thermo Fisher Scientific (Life Technologies) May 2012 - February 2014
Isis Pharmaceuticals May 2010 - April 2012
Novartis Pharmaceuticals January 2009 - May 2010
Amylin Pharmaceuticals - a wholly owned subsidiary of Bristol-Myers Squibb 2007 - 2009
Amylin Pharmaceuticals - a wholly owned subsidiary of Bristol-Myers Squibb March 2005 - January 2007
University Community Medical Center 2002 - 2005
Retired.com 2000 - 2002
Merrill Lynch May 1999 - December 2000
Skills
Project Management, Management, Contract Management, Human Resources, PowerPoint, Cross-functional Team..., Biotechnology, Pharmaceutical Industry, Microsoft Office, Leadership, Outlook, Bilingual Communications, Customer Service, Marketing, Life Sciences, Microsoft Excel, Event Planning, Executive and CEO Acumen, Contract Negotiations..., Coaching and..., Tradeshow Coordination..., Meeting Planning and..., Financial Analysis &..., Finance, Surgical Nursing, Budget Management, Social Networking, Investor Relations, Employee Relations, Board Relations
Education
SDSU 2001 — 2004
Bachelor of Arts (BA), Communications
CSULB 1986 — 1989
General Education, Psychology, Theatre, Communications
Universidade Federal do Paraná 1990 — 1991
Certificate, Surgical Technology/Technologist/ Surgical Assistant
Singular Labs August 2015 - Present
MixRank June 2014 - February 2015
California Lavash June 2008 - August 2013
American Corner October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Custom Corporate Catering June 2012 - August 2012
Creation Technologies June 2011 - August 2011
Skills
PowerPoint, Facebook, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Event Planning, Project Management, Marketing Strategy, Team Leadership, Customer Service, Teamwork, English, Social Networking, Passion for Success, Photoshop, Training, Windows, Sales, Marketing, SaaS, Salesforce.com
Education
University of California, Berkeley 2010 — 2015
Media Studies, Business, Management, Marketing, and Related Support Services
Université Paris Sorbonne (Paris IV) 2013 — 2013
French Language and Culture Studies, French Studies
Université Stendhal (Grenoble III) 2012 — 2012
French Language and Culture, French Studies
EVHS
ISS Institutional Shareholder Services July 2015 - Present
Fisher Investments July 2013 - July 2015
Merrill Lynch January 2012 - July 2013
HSBC August 2010 - December 2011
HSBC July 2009 - August 2010
Expeditors International July 2008 - July 2009
Terry Hines & Associates May 2007 - December 2007
Skills
Spanish, Wealth Management, Financial Analysis, Client Relationship..., Client Retention, International Business, Cross Selling, Needs Analysis, Team Leadership, Strategic Financial..., Mortgage Lending, Investment Banking, Financial Services, Finance, Business Development
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, International Business, Spanish
Universitat Ramon Llull 2007 — 2007
Business, Management, Marketing, and Related Support Services
AEG Merchandise October 2013 - May 2014
Disney and ESPN Media Networks June 2013 - August 2013
Whistle Sports Network May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Microsoft Office, Data Entry, Outlook
Education
University of Southern California - Marshall School of Business 2009 — 2014
Bachelor of Science, Business Administration
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business Administration and Management, General
Brembo North America September 2012 - Present
Acer February 2012 - July 2012
Acer May 2010 - January 2012
Safilo SpA May 2007 - April 2010
Merrill Lynch January 2006 - April 2006
Banque SANPAOLO March 2003 - June 2003
Skills
Strategic Financial..., Cash Management, Cash Flow, FX Options, Financial Analysis
Education
Università degli Studi di Padova 2004 — 2007
Master, Business Management
University of California, Santa Cruz 2005 — 2006
EAP, Business Management Economics
Università degli Studi di Padova 2000 — 2004
Bachelor, Economics
Université de Haute-Alsace 2002 — 2003
Erasmus, International Business
Merrill Lynch July 2014 - Present
Morgan Stanley Wealth Management April 2013 - Present
University at Albany August 2008 - May 2012
Education
State University at Albany 2008 — 2012
State University of New York at Albany 2008 — 2012
Bachelor's degree
BayView Event Center & Charter Cruises, Queen of Excelsior Cruises & Bayside Grille April 2007 - Present
Levy Restaurants September 2010 - April 2011
Paradise Landing - Morrissey Hospitality Company June 2010 - September 2010
Wildside Caterers, LLC. January 2008 - September 2010
Merrill Lynch June 2005 - November 2005
Skills
Operations Management, Information Management, Event Management, Social Networking, Social Media Marketing, Product Marketing, Customer Service, Operating Budgets, Hospitality, Training, Adobe InDesign, Marketing Strategy, Team-oriented, Leadership, Delegation, Restaurant Management, New Restaurant Openings, Hotels, Catering, Event Planning, InDesign
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.), Applied Economics, Finance, Business Management and Spanish
Universidad Nacional 2005 — 2005
Spanish Studies and Economics
News Corp May 2014 - Present
The Flatiron School October 2013 - March 2014
Trenvy July 2011 - June 2012
Patch.com February 2011 - June 2011
BMO Capital Markets July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Ruby on Rails, Sinatra, JavaScript, d3.js, jQuery, AJAX, HTML 5, CSS3, User Experience, Photoshop, Financial Modeling, Start-ups, Entrepreneurship, Valuation, Business Strategy, Web Design, Strategic Planning, VBA
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor, Finance
Bocconi University 2007 — 2007
Study Abroad, Business, Fashion
New England Mercantile Group April 2015 - Present
Merrill Lynch March 2014 - April 2015
The Narragansett Times January 2013 - May 2013
Michaels Arts and Crafts 2013 - March 2013
Jefferson Lake Day Camp June 2005 - 2013
University of Rhode Island September 2011 - December 2011
Skills
French, Journalism, Microsoft Office, QuickBooks, AP Style, Blogging, Social Media, Freelance Writing, Study Abroad Programs, Oboe, Clarinet, Knitting, Microsoft Word, Facebook, PowerPoint, Public Speaking, Social Networking, Writing
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Major in French and Journalism, Minor in General Business, Cum Laude
Université Stendhal (Grenoble III)
French Studies
Julius Baer September 2013 - May 2015
Take-Two Interactive Software, Inc. September 2012 - May 2013
Social Learning Project May 2012 - August 2012
FanBridge May 2012 - August 2012
CLP Power Hong Kong Ltd July 2011 - August 2011
Merrill Lynch June 2010 - August 2010
JWT June 2009 - July 2009
Skills
Market Research, Social Media, Facebook, Marketing, Competitive Analysis, Social Media Marketing, Advertising, Financial Analysis, Marketing Communications, Microsoft Office, Google Analytics, Social Networking, Equity Research, Marketing Strategy, Online Advertising, Copywriting, Project Management, Data Analysis, Business Analysis, Business Process..., Strategy, Video Games
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Bachelor of Science (B.Sc.), Finance and Marketing
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Boston College 2009 — 2010
BA, Economics
Milton Academy 2005 — 2009
High School
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch November 2011 - January 2015
Bank of America Merrill Lynch June 2010 - November 2011
Merrill Lynch June 2008 - May 2010
Skills
Creative Problem Solving, Analysis of business..., Outstanding..., Influence Others, Passion for Success, Business Strategy, Change Management, Lean Thinking, Strategic Planning, Common Sense, People Skills, PowerPoint, Microsoft Excel, Series 7, Adaptability, Financial Services, Risk Management
Education
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Finance, 3.6
Université Paris-Sorbonne 2007 — 2007
French Studies
Merrill Lynch July 2015 - Present
KEANE November 2013 - April 2015
Skills
Six Sigma Green Belt, Six Sigma, New Business Development, CRM, Competitive Analysis, Business Development, Asset Protection, Finance, Account Reconciliation, Leadership, Financial Analysis, Insurance
Education
Université de Nantes 2001 — 2006
Master's degree, Finance and Marketing
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Sweet Frog Frozen Yogurt 2012 - Present
The Florida Times Union 2010 - 2012
Metabolic Research Center 2001 - 2010
Front Page Grille and Bar 1998 - 2001
Big River Grille and Brewing Works, Disney's Boardwalk 1997 - 1998
Ruby Tuesday Incorporated DBA Silver Spoon Cafe 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Direct Mail, Social Media Marketing, Public Relations, Online Advertising, SEM, Online Marketing, Marketing Communications, Digital Media, Press Releases, Social Networking, Facebook, Advertising Sales, Sales, Media Planning, Email Marketing, Marketing, SEO, Digital Marketing, Integrated Marketing, Copywriting
Education
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Orchard Park HS
Orchard Park HS
Orchard Park HS
Merrill Edge November 2012 - Present
Merrill Lynch September 2011 - November 2012
Bank of America March 2009 - September 2011
Empire Mortgage Corporation January 2007 - February 2008
Information Forecast, Inc. February 2006 - November 2006
No Red Tape Mortgage September 2004 - November 2005
Skills
Residential Mortgages, Wealth Management, Relationship Management, Sales, Financial Services, Mutual Funds, Equities, Bonds, Retail Banking, Consumer Lending, Life Insurance, Fixed Annuities
Education
University of California, Los Angeles 2001 — 2004
BA, Political Science - International Relations
Università per Stranieri di Siena 2003 — 2003
Intensive Italian Language and Culture Immersion
Chatsworth High School 1997 — 2001
KCIC August 2014 - Present
Fusion Company June 2013 - April 2014
University of Richmond January 2013 - April 2014
CIT May 2012 - August 2012
Merrill Lynch February 2012 - April 2012
University of Richmond August 2011 - April 2012
Premium Marketing, Inc. June 2011 - August 2011
Bertucci's February 2010 - January 2011
Skills
Eagle Scout, PowerPoint, Excel, Word, Italian, Management, Microsoft Office, Marketing Strategy, Microsoft Word, Microsoft Excel, Training, Research, Data Analysis, Analysis, Marketing
Education
University of Richmond - Robins School of Business 2010 — 2014
B.S.B.A., International Business and Finance, Cum Laude
Bocconi University 2012 — 2012
Business Administration and Management, General, Exchange Program
Scuola Palazzo Malvisi 2011 — 2011
Summer Study Abroad, Italian Language and Culture
Unionville High School 2006 — 2010
20th Century Fox Film February 2014 - Present
IAC June 2013 - February 2014
adidas March 2013 - October 2013
Merrill Lynch May 2012 - August 2012
Cal South California State Soccer Association-South May 2010 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Management, Recruiting, Social Networking, Marketing, Data Analysis, Leadership
Education
University of Arizona 2008 — 2012
Bachelor of Science in Business Administration, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Scotiabank August 2013 - July 2015
TD September 2010 - June 2013
Merrill Lynch 2008 - July 2010
Desjardins 2005 - 2008
Skills
Derivatives, Bloomberg, Capital Markets, Fixed Income, Trading, Bonds, Equities, Portfolio Management, Interest Rate..., Investments, Hedge Funds, Financial Modeling, Options, Investment Banking
Education
HEC Montréal
Université catholique de Louvain
RBC Capital Markets July 2014 - Present
Stone & McCarthy Research Associates June 1989 - June 2014
Money Marketeers of New York University October 2011 - February 2012
Merrill Lynch June 1986 - May 1989
Skills
Macroeconomics, Economics, Monetary Policy, Econometrics, Economic Research, Financial Markets, Fixed Income, Econometric Modeling, International Economics, Forecasting, Programming, Visual Basic, PHP, HTML, Website Development, Bloomberg
Education
SUNY Albany 1982 — 1986
Bachelor of Science (B.S.), Major in Economics, Minor in Computer Science
Management Consulting May 2012 - Present
Morgan Stanley Smith Barney September 2006 - December 2011
Merrill Lynch February 1998 - August 2006
ING Barings January 1997 - January 1998
Credit Suisse 1986 - 1997
Skills
Program Management, Software Project..., Oracle E-Business Suite, Full SDLC, Microsoft Excel, Microsoft Word, Microsoft Office, Global Application..., ADABAS, Mergers, Technology Integration, System Integration..., Proprietary Trading, COBOL, Project Status Reporting, Business Analysis, Functional..., 24x7 Production Support, Technical Design, SharePoint, Brokerage, Investment Banking, Business Process..., Business Process..., Business Transformation, Enterprise Architecture, Financial Services
Education
SUNY Albany
Bachelor of Science (BS), Business Admin and Computer Science
Sans affiliation November 2012 - Present
Sogemec Assurances inc. June 2012 - October 2012
Standard Life January 2010 - November 2011
Industrielle Alliance January 2000 - November 2009
Merrill Lynch August 1995 - October 1999
Skills
Conférencier reconnu, habilités Powerpoint et..., Concepts avancés, Communicateur et..., expérience...
Education
2001 — 2006
D. Fisc, Fiscalité
Université Concordia 1981 — 1995
B.Comm., Informatique de gestion (MIS) et comptabilité
Goldman Sachs August 2015 - Present
Merrill Lynch September 2014 - July 2015
BNP Paribas Switzerland July 2013 - July 2014
Merrill Lynch July 2011 - September 2011
Skills
Strategy, Business Planning, Derivatives, Risk Management, Eviews, Marketing, Investments, Portfolio Management, Fixed Income, Corporate Finance, Bloomberg, Management, Financial Markets, Valuation, Emerging Markets, Wealth Management, Options, Private Equity, Investment Banking, Capital Markets
Education
Bocconi University 2009 — 2012
Bachelors, Finance
Miami Palmetto Senior High 2005 — 2009
Phifer Inc June 2013 - Present
University of Alabama August 2011 - May 2013
Unipalm Holdings June 2012 - July 2012
Impact Alabama August 2010 - December 2010
DirecTex Marketing March 2009 - March 2009
Merrill Lynch March 2008 - March 2008
Skills
Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Facebook, Public Relations, Data Analysis, Research, Photoshop, Non-profits, Teaching, Event Planning, Editing, Financial Analysis, Higher Education, Economics, Social Networking, Nonprofits
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Economics
Universidad San Francisco de Quito 2011 — 2011
Spanish Language and Literature
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2009 - April 2011
Merrill Lynch May 2005 - January 2009
New York State Dept. of Tax and Finance March 2001 - April 2005
Skills
Windows Server, Servers, Disaster Recovery, Citrix, SharePoint, Security, Fixed Income, Vendor Management, SDLC, Risk Management, Banking, Process Improvement
Education
University at Albany, SUNY 1994 — 1997
EMPOWER Retirement February 2015 - Present
Merrill Lynch February 2013 - February 2015
ING Investment Management May 2010 - March 2012
Pioneer Investments March 2012 - 2012
MetLife September 2008 - May 2010
Digital Federal Credit Union April 2007 - July 2008
Skills
Mutual Funds, Finance, Internal Audit, Series 7, Financial Services, Loans, Wealth Management, Series 63, Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Investment Strategies
Education
Universidade Católica de Pernambuco 1994 — 1999
Business Administration, Finances, Economics
Merrill Lynch July 2002 - June 2008
Education
Universidad La Salle, A.C. 1998 — 2002
Bachelor, Accounting
IBM June 2015 - Present
USC Marshall School of Business July 2013 - May 2015
Southern California Edison (SCE) June 2014 - August 2014
Amcor Packaging Distribution 2010 - 2013
CBS Television Distribution June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Account Management, Financial Analysis, Business Strategy, Inventory Management, Business Analysis, Process Improvement, Budgets, Supply Chain Management, Cross-functional Team..., Sales
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
B.A., Economics
Università degli Studi di Firenze
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch February 2007 - May 2012
Morgan Stanley 1999 - 2007
Skills
Wealth Management, Asset Allocation, Securities, Fixed Income, Equities, Alternative Investments, Investment Strategies, Valuation, Finance, Portfolio Management, Financial Risk, Financial Advisory, Wealth Management..., Mutual Funds, Investment Advisory, Series 7, Retirement Planning, Financial Planners
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (B.A.), Business
Enea Multilingual Solutions LLC January 1993 - Present
Metropolitan College of New York January 2006 - December 2011
Merrill Lynch January 1998 - November 2001
Skills
Language Services, Simultaneous..., Legal Interpretation, Albanian, Relationship Management, Localization, Foreign Languages, Translation, Multilingual, Intelligence Analysis, Security Clearance, Legal Translation, Project Management, Medical Translation, Focus Groups, Public Speaking, Spanish, Proofreading, Linguistics, Interpreting, Technical Translation, Terminology, Website Localization, Language Teaching, International Relations, English, Russian, Portuguese, Internationalization, Globalization, Subtitling, Italian, Editing, Arabic, Intercultural..., French, Conference Interpreting, Transcription, Language Development, Japanese, German, Manuals, Machine Translation, Trados, Chinese, Cultural Awareness, European Union, Teaching English as a..., Literature, Polish
Education
Wayne State College 1994 — 1998
MBA, Economics & International Business
Wayne State College 1992 — 1995
BS, Finance
Universiteti i Tiranës 1988 — 1992
MD, General Medicine
Bloomberg LP June 2015 - Present
Student Managed Investment Fund March 2014 - Present
Bloomberg LP May 2014 - August 2014
Merrill Lynch June 2012 - August 2013
Skills
Investments, Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Derivatives, Finance, Microsoft Excel, Microsoft Office, Leadership, Social Media, Public Speaking, Microsoft Word, PowerPoint, Asset Management
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Concentration in Finance, Minor in French
Université Paris Dauphine 2013 — 2013
International Finance
Princeton Day School
Oliver Wyman 2011 - 2012
Merrill Lynch 2009 - 2010
Entrepreneurship Club at University of South Carolina 2009 - 2010
Moore Undergraduate Student Leadership Council 2009 - 2010
Alpha Chi Omega, Theta Upsilon Chapter 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft SQL Server, Financial Analysis, Financial Modeling, Process Improvement, Budgets, Leadership, Analysis, Program Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
B.S. Business Administration, International Business, Finance, Economics
Universitat Pompeu Fabra
Business in Europe, International Marketing
University of South Carolina-Columbia
IMS Health - OPUS Health 2011 - Present
Merrill Lynch 2007 - 2010
Cegedim Relationship Management 2003 - 2007
Skills
Account Management, Microsoft Office, Blackberry, Blackberry Enterprise..., Customer Service, Word, Excel, PowerPoint, Visio, MS Project, Mac OS X, Windows, Desktop Hardware, Analysis, Business Analysis, Data Analysis, Microsoft Excel, Microsoft Word, Hardware, Salesforce.com, Help Desk Support, New Business Development, Computer Hardware, Vendor Management, Desktop Computers, Market Research, Quality Assurance, Troubleshooting, OS X, Technical Support, Project Management, Databases, CRM, Process Improvement, SQL, Windows 7, Program Management, SharePoint, Management, Software Documentation, Project Planning, Strategic Planning, Cross-functional Team..., Business Intelligence, Leadership, Change Management, Team Management, Team Leadership, Call Centers, Networking
Education
Universidad Tecnológica de Santiago 1992 — 1995
Computer Science, Computer Science
ORO GOLD Cosmetics April 2013 - 2015
Bank of America March 2010 - September 2012
Merrill Lynch March 2010 - 2012
Bank of America October 2009 - March 2010
Bank of America October 2008 - March 2010
IMPORTADORA AMERICAN WOMEN July 1998 - July 2005
Skills
Administrative Support, General Administration, Data Processing, Customer Service, Spanish, Purchasing, Payment Processing, Order Processing, Phone Skills, Sales Process, Microsoft Office, Wholesale, Retail, Payment Card Processing, Market Research, Program Management, Finance, Administrative Work, Sales, Telephone Skills, Banking, Strategic Planning, Analysis, Administrative..., Credit
Education
Universidad Nueva Esparta 1998 — 2003
Bachelor degree; BA, Business Administration
UCLA EXTENSION
Deutsche Bank 2008 - Present
Merrill Lynch 2006 - 2008
Daiwa Securities America 2002 - 2006
Arc eConsultancy 2000 - 2001
AwardTrack 2000 - 2000
National Discount Brokers 1998 - 2000
Sanford Bernstein (AllianceBernstein) 1996 - 1998
Federal Reserve Bank of New York 1994 - 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
University at Albany, SUNY 1991 — 1994
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
B+B Capital February 2014 - Present
Merrill Lynch May 2013 - August 2013
Stonehenge Pertners June 2012 - August 2012
Café Hilel Kosher Sports and Deli September 2010 - May 2011
Activalores Sociedad de Corretaje June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Project Management, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Research
Education
New York Institute of Technology-Manhattan 2011 — 2013
Bachelor of Engineering (B.Eng.), Engineering Management, Magna Cum Laude
Universidad Metropolitana (VE) 2008 — 2011
Industrial Engineering
Carahsoft Technology Corp. December 2012 - Present
Merrill Lynch January 2012 - June 2012
Good Talk Group June 2011 - August 2011
Diamond Properties, LLC April 2007 - August 2007
Skills
Government, Analytics, Investments, Portfolio Management, Financial Services, Mobile Applications, Financial Accounting, Team Leadership, Marketing Communications, Access, Budgets, Management, Editing, Business Planning, French, New Business Development, Photoshop, Time Management, Nonprofits, Account Management, Digital Marketing, Team Building, Project Planning, Spanish, Email Marketing, Data Entry, Lead Generation, Social Media, Strategic Planning, Strategic Partnerships
Education
University of San Diego 2008 — 2011
B.B.A, Business Administration, Philosophy
Universidad Pontificia Comillas 2010 — 2010
B.B.A, Business Administration, Philosophy
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. March 2014 - March 2015
Gap Inc. May 2013 - March 2014
Gap Inc. September 2012 - May 2013
Gap Inc. June 2011 - August 2011
Mahlia Collection December 2010 - April 2011
University of Arizona Bookstore December 2010 - March 2011
Merrill Lynch August 2010 - December 2010
Hotel Congress January 2010 - June 2010
Skills
Excel, SQL*Plus, Java, Word, MS Project, Italian, French, Microsoft Excel, Microsoft Word, Marketing Strategy, Strategy, Advertising, Sales, Analysis
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science in Business Administration: Marketing & Management Information Systems
Université Paris Sorbonne (Paris IV) 2012 — 2012
French Language and Literature
University of Groningen
Caliper November 2014 - April 2015
Actavis February 2009 - July 2014
Merrill Lynch 1986 - 2008
Skills
Business Analysis, SDLC, Business Intelligence, Project Management, Project Planning, Requirements Gathering, Technical Liaison, Master Data Management, IT Management, Process Improvement, Business Continuity, PMP, Customer Support, Project Portfolio..., IT Strategy, Program Management, Business Process, Client Training, Product Management, Change Management, SharePoint, Visio, Team Leadership, SAP, Disaster Recovery, PMO, Oracle, Budgets, Vendor Management, MS Project, Integration, Client Support, Software Project..., ITIL, Model N, Agile Methodologies, Scrum, Confluence Software
Education
New York University - Leonard N. Stern School of Business
MBA, Management Information Systems
University at Albany, SUNY
BS, Computer Science and Applied Mathematics
Merrill Lynch 2000 - Present
Banco Bozano Simonsen 1996 - 2000
Skills
Structured Finance, Asset Management, Asset Managment, Financial Markets, Venture Capital, Hedge Funds, Emerging Markets, Fixed Income, Investment Banking, Corporate Finance, Equities, Portfolio Management, Valuation, Derivatives, Private Equity, Investments, Wealth Management, Capital Markets
Education
University of California, Berkeley
Marketing
Universidade Cândido Mendes 1990 — 1994
Economics
FinServ Consulting April 2014 - Present
Morgan Stanley June 2010 - April 2014
NYS Center for Information Forensics and Assurance July 2006 - April 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Merrill Lynch January 2008 - January 2008
Skills
Business Analysis, Project Management, Microsoft Excel, VBA, Fixed Income, Wealth Management, Bloomberg Terminal, FINRA, Financial Modeling, Financial Analysis, Investments, Fund Of Funds, Bloomberg, Valuation, Risk Management, Hedge Funds, Equity Research, Equities, Equity Valuation, Capital Markets, Options, Hedging, Asset Management, Derivatives, Investment Banking, Portfolio Management, Private Equity, Alternative Investments, SQL, Java, VBScript, Artificial Intelligence, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Finance
Education
University at Albany, SUNY 2006 — 2010
Bachelor’s Degree, Financial Analyst Concentration
TimeGen LLC November 2005 - Present
AuthentiDate, Inc. 2001 - 2005
Rx REMEDY 2000 - 2001
ORACLE CORPORATION 1998 - 2000
MBIA 1995 - 1998
Merrill Lynch 1995 - 1995
United Nations 1995 - 1995
TIAA CREF 1994 - 1995
MCI International 1989 - 1994
Manufacturers Hanover Trust April 1981 - May 1987
Skills
Start-ups, Business Development, Project Management, Process Improvement, Enterprise Software, Leadership, Team Building, Product Management, Entrepreneurship, Business Strategy, Business Analysis, Strategy, Business Process..., Program Management, Management, Consulting, Security, Professional Services, Data Center, Software Development, Business Intelligence, Integration, IT Strategy, Data Warehousing
Education
University at Albany, SUNY 1976 — 1980
BS, Mathematics and Computer Science
Merrill Lynch July 2002 - June 2008
Education
Universidad La Salle, A.C. 1998 — 2002
Bachelor, Accounting
MUFG Union Bank, N.A. (formerly Bank of Tokyo-Mitsubishi) June 2010 - Present
Northeast Securites, Inc. March 2009 - June 2010
1861 Capital Management June 2007 - January 2009
Merrill Lynch August 1991 - June 2007
Lebenthal, Moseley Hallgarten, and S&P August 1980 - August 1991
Standard & Poor's 1980 - 1984
Skills
Fixed Income, Investments, Equities, Finance, Capital Markets, Portfolio Management, Bonds, Credit, Structured Finance, Valuation, Asset Managment, Management, Trading, Hedge Funds, Asset Management, Financial Markets, Derivatives, Securities, Credit Analysis, Municipal Bonds, Loans, Options, Credit Risk, Public Finance, Analysis, Strategy, Investment Banking, Project Finance, Financial Modeling, MBS, Liquidity Risk, Structured Products, Housing Finance, Bloomberg, High Yield, Financial Structuring, Banking, Financial Analysis, Risk Management
Education
State University of New York at Albany 1978 — 1980
MBA, Finance
Merrill Lynch July 2011 - Present
Corp Banca 2007 - 2011
EMC Managers Inc 2008 - 2009
Corp Banca 2005 - 2007
Corp Banca 2002 - 2005
Corp Banca 2000 - 2002
BBVA Banco Frances 1999 - 2000
Corp Banca 1997 - 1999
Skills
Series 7, series 66, Investment Advisory, Private Banking, Commercial Banking, Relationship Management, Wealth Management, Fixed Income Portfolio..., Asset Allocation, Uniform Combined State..., Banking, Finance, Fixed Income, Bonds, Investments, Financial Advisory
Education
Universidad Nacional de Cuyo 1992 — 1998
BA Business Administration, Economics
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
Julius Baer April 2013 - September 2015
Merrill Lynch January 2011 - April 2013
Merrill Lynch September 2009 - January 2011
Merrill Lynch September 2009 - January 2011
Education
Université Nice Sophia Antipolis 1996 — 2002
DESS Gestion de Fortune, Finance, général
GuideSpark January 2015 - Present
SemSenha.com August 2014 - January 2015
English Language Solutions October 2013 - November 2014
Imeri Capital April 2014 - October 2014
RockBee April 2013 - July 2014
Merrill Lynch May 2012 - August 2012
Skills
Business, Brazilian Portuguese, Translation, Finance, International Relations, Communication Skills, International Finance, Wealth Management, Marketing, Marketing Communications, International Business, International Marketing, Sales, Sales Presentation..., Sales Presentations, Microsoft Excel, Entrepreneurship, Communication
Education
Universidade Federal de Minas Gerais 2014 — 2016
Mestrado, Finanças e Empreendedorismo
University of Wisconsin-Eau Claire 2008 — 2012
Bacharel em Administração de Empresas, Finança e Negócios Internacionais
De Cecco USA - PMI Inc September 2014 - April 2015
GUESS?, Inc. July 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Valdigrano June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Time Management, Social Networking, Microsoft Word, Leadership, Microsoft Excel, Financial Analysis, Italian, Windows, Customer Service, Analysis, Management, Public Speaking, Social Media, Teamwork, Facebook, Research, French, Mac, Access, Sales, Marketing, Public Relations, Photoshop, Networking, Marketing Communications, SAP
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Università Cattolica del Sacro Cuore 2014 — 2014
International Business
The Parthenon Group September 2014 - Present
Gulf JP June 2014 - July 2014
USC Performance Venues--Ground Zero Performance Cafe January 2011 - May 2014
EY June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
Gunung Sewu Kencana June 2012 - August 2012
International Relations Policy Task Force May 2012 - June 2012
Tadpole Event Marketing May 2011 - August 2011
Rumours Boutique June 2006 - August 2009
Skills
Photography, Project Management, Client Service Oriented, International Relations, Event Planning, PowerPoint, Microsoft Office, WordPress, Writing, Market Research, Social Media, Strategic Planning, Social Media Marketing, Data Analysis, Social Networking
Education
University of Southern California - Marshall School of Business 2010 — 2014
B.S. Business Administration, B.A. International Relations (Global Business), Senior
Universidade Nova de Lisboa 2013 — 2013
Exchange Spring 2013, International Economics, Marketing
EMM May 2011 - Present
Prudential Financial November 2010 - March 2011
Merrill Lynch 2009 - 2009
Skills
Bloomberg Terminal, Securities, Hedge Funds, Chartered Financial..., Bloomberg, Asset Management, Investments, Portfolio Management, Asset Allocation, Financial Markets, Investment Advisory, Alternative Investments, Marketing Strategy, Fixed Income, Investment Management, Equities, Financial Analysis, Microsoft Excel, Finance, Mutual Funds
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, Financial Analysis, Economics
K1 Investment Management June 2015 - Present
K1 Investment Management January 2013 - June 2015
Utility Consulting Group September 2011 - December 2012
Northrop Grumman Aerospace Systems May 2010 - June 2011
Grubb & EllisBRE Commercial May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Salk Institute for Biological Studies June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Finance, Project Management, Data Analysis, Valuation, Microsoft Word, Corporate Finance, Strategic Planning, Market Research, Budgets, Leadership, Entrepreneurship, Process Improvement
Education
University of Southern California - Marshall School of Business 2007 — 2011
Bachelor’s Degree, Business Administration
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance
Société de transport de Montréal February 2014 - Present
NEWAD November 2013 - February 2014
GIRO January 2012 - November 2013
Université du Québec à Montréal September 2010 - September 2011
Université du Québec à Montréal May 2010 - June 2011
Soundbeatmag.com May 2010 - March 2011
University of Geneva September 2008 - February 2009
Merrill Lynch March 2007 - March 2007
Faisal Finance (Switzerland) SA January 2006 - May 2006
Skills
Bioinformatics, Web Development, Genetics, Customer Service, General Programming, Programming, Teaching, Computer Science, Research, R, C++, Data Analysis, Java, JavaScript, Pascal, C, Prolog, Scheme, JSP, CSS, PHP, Google Maps, SQL, Oracle SQL, Assembly Language, Matlab, Maple, Unix Shell Scripting, Eclipse, Visual Studio, C#
Education
Université du Québec à Montréal 2010 — 2011
Master, Computer Science
Université du Québec à Montréal 2009 — 2010
DESS, Bioinformatics
Université de Geneve 2006 — 2009
Bachelor of Science (BSc), Computer Science
Boston Scientific, Global Business Services June 2015 - Present
Merrill Lynch June 2014 - December 2014
Marin Restaurant and Bar May 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
Project for Pride in Living September 2013 - May 2014
DigitalParc September 2013 - December 2013
Skills
Communication, Motivation, Time Management, Leadership, Highly personable, Recruiting, Sales, Microsoft Office, Sourcing
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS), Finance and International Business
Universidad Pablo de Olavide 2014 — 2014
International Business and Culture Program
Waconia High School 2008 — 2012
High School
Poutine Start-Up May 2014 - August 2014
St. John's Jewelers December 2010 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Detailed Organization, Goal-driven leader, Finance, Microsoft Word, Investments, Facebook, Accounting, Teamwork, Organization, Customer Service, Social Networking
Education
Villanova University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics, 3.84
Università degli Studi di Roma Tre
Bachelor of Business Administration (BBA), International/Global Studies
Mount Hebron High School 2008 — 2012
4.62
Québecor June 2015 - Present
The CSL Group Inc. February 2011 - June 2015
The CSL Group Inc. 2011 - 2015
CGI Group Inc September 2003 - 2011
AFFQ 2009 - 2010
AFFQ 2009 - 2010
CGI 2003 - 2010
Merrill Lynch 2001 - 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Mergers, Finance, Valuation, Financial Reporting, Strategic Financial..., Banking, Forecasting, Risk Management, Investments, Capital Markets, Internal Controls, Strategic Planning, Derivatives, Business Process...
Education
Université de Sherbrooke 2005 — 2009
MBA, Finance
CEGEP Montmorency
Université du Québec à Montréal
Multiomega Corp. July 2012 - Present
Concretos y Asfalto Ocala,C.A. January 2005 - July 2010
UBS July 2000 - August 2004
Barclays Bank April 1997 - June 2000
Merrill Lynch June 1996 - March 1997
Citi June 1992 - June 1996
Skills
Management, Negotiation, Investments, Wealth Management, Strategic Planning, Alternative Investments, Finance, Equities, Capital Markets, Securities, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Strategic Financial..., Investment Banking, Financial Analysis, Investment Advisory, Hedge Funds, Mutual Funds, Credit, Private Banking, Financial Planning, Procurement, Supply Chain, Logistics, Supplier Sourcing, INCO terms, Purchasing Processes, Sales Operations, International Sales
Education
Universidad Rafael Urdaneta 1985 — 1990
Bachelor Science in Business, Finance
RBC Wealth Management May 2013 - Present
Merrill Lynch February 2010 - Present
M TELECOM, LLC May 2008 - February 2010
TRANS-CONSULTING CORP January 2003 - May 2008
GALICIA BANK January 2001 - December 2002
GALICIA BANK June 1996 - December 2000
GALICIA BANK November 1993 - June 1996
Skills
Fixed Income, Banking, Budgets, Portfolio Management, Finance, Investments, Management, Analysis, Capital Markets, Credit, Securities, Trading, CRM, Strategic Financial..., Private Banking, Financial Planning
Education
Catholic University & EOI 2000 — 2002
Master Executive, Financial Management
Universidad Nacional de Córdoba 1992 — 1998
Sworn Translator of English
Morgan Stanley August 2014 - Present
PHH Mortgage May 2014 - August 2014
Sudler & Hennessey May 2013 - January 2014
Hudson City Savings Bank May 2012 - June 2012
ICAP May 2010 - January 2012
HSBC November 1988 - August 2009
Merrill Lynch February 1980 - January 1988
Skills
Broker Dealer..., Internal Audit, Internal / Financial..., Bank Operations Due..., Process Documentation, FINRA, Financial Analysis, International Reporting, Reconciliation Control, SEC compliance, Banking, Fixed Income, Quality Control, Equities, Securities, Analysis, Accounting, Documentations, SEC, Auditing, Account Reconciliation, Capital Markets
Education
State University of New York at Albany
BA
Merrill Lynch May 2015 - Present
Henderson Brothers, Inc. September 2014 - Present
TalkAndroid.com May 2013 - Present
Brentwood Communications Inc April 2013 - July 2013
Cartridge World May 2012 - August 2012
SB Nation October 2009 - April 2012
Habitat for Humanity of Greater Nashville May 2011 - September 2011
Skills
Social Media, Facebook, Social Networking, Blogging, Photoshop, Social Media Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Twitter, Graphic Design, Cashiering, News Writing, Financial Services, Retirement Planning
Education
University of Pittsburgh 2012 — 2016
Marketing and Finance
Universitat Autònoma de Barcelona 2014 — 2014
Franklin Road Academy 2008 — 2012
Manulife Financial August 2013 - Present
Manulife Financial August 2007 - July 2013
Manulife Financial August 2002 - July 2007
Manulife Financial September 2000 - August 2002
Merrill Lynch 1999 - 2000
Sherritt International 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Essbase, Accounting, Analysis, Strategic Financial..., Financial Modeling, Variance Analysis, Financial Accounting, Internal Controls, US GAAP, IFRS, Managerial Finance, Leadership, Staff Development, Financial Forecasting, Consolidation, Financial Planning
Education
Certified General Accountants Association of Ontario
CGA, Certified General Accountants Association of Ontario
Universitatea „Alexandru Ioan Cuza” din Iași 1983 — 1988
Bachelors Degree in Economics, major in Finance and Accounting
Merrill Lynch August 2014 - February 2015
Ocean Drive Magazine February 2014 - May 2014
Bentley University Center for Languages and International Collaboration February 2011 - December 2013
Crasqí Swimwear July 2013 - July 2013
Massachusetts Based Start-Up Company May 2012 - June 2012
Bentley University Center for International Students and Scholars April 2011 - May 2012
Colegio Jefferson Senior Class Committee September 2009 - July 2010
Fundacion Hogar Bambi September 2009 - July 2010
Skills
Spanish, English, French, Mac OS, Windows XP Pro, Microsoft Office, Outlook, Prezi, Country Manager..., Photoshop, Facebook, Twitter, Instagram, Social Media, Social Networking, Blogging, Market Research
Education
University of Miami 2015 — 2016
Master’s Degree, International Business
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Managerial Economics - International Business, 3.44
Bentley University 2010 — 2013
Liberal Studies Major, Global Perspectives
Bentley University 2010 — 2013
Minor, Information Design and Corporate Communications
Universidad Pontificia Comillas 2012 — 2012
Madrid Study Abroad, Business and Economics, 3.75
Colegio Jefferson 1995 — 2010
Caracas, Venezuela
The Study 2005 — 2006
Montreal, Canada
Deutsche Bank November 2013 - Present
Beeline April 2013 - November 2013
Pragmatic Works July 2012 - April 2013
Fidelity Investments April 2011 - July 2012
Merrill Lynch June 2010 - April 2011
Osprey Financial Group August 2009 - May 2010
UNF's Finance & Investment Society August 2009 - May 2010
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Bonds, Stocks, ETFs, Financial Research, Cross Selling, Risk Assessment, Investments, Series 7, Financial Analysis, Strategic Financial..., Finance, Fixed Income, Analysis, Financial Modeling, Microsoft Excel, Strategy, Financial Planning, Strategic Planning, Customer Service
Education
University of North Florida 2008 — 2010
Master of Business Administration, Finance and Economics
University of South Florida 2004 — 2008
Bachelor of Business Administration, Finance
Université Paris Dauphine 2006 — 2007
International Business
Merrill Lynch June 2015 - August 2015
The Peninsula Yacht Club June 2014 - August 2014
Dressler's Restaurant April 2010 - August 2012
Skills
Microsoft Excel, Communication, Customer Service, Emotional Intelligence, Social Media, Time Management, Leadership
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor's Degree, Human Resources
Universidad Pablo de Olavide 2015 — 2015
Bachelor's Degree, Human Resource Management, Junior
Cannon School
Merrill Lynch September 2014 - December 2014
College Works Painting February 2014 - June 2014
Kramer, Linkie & Taylor, LLC. February 2014 - May 2014
Stealz, Inc. August 2013 - October 2013
Stealz, Inc. April 2013 - August 2013
McDonald's Corporation July 2007 - July 2012
Skills
Social Networking Sites, Internet Research, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Entrepreneurship, Leadership, Economics, Management, Critical Thinking, Time Management, PowerPoint, Start-ups, Microsoft Office, Sales Presentations, Social Media Marketing, Marketing Strategy, Teamwork
Education
University of Maryland College Park 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.5
University of Maryland College Park 2012 — 2016
Minor, Law & Society
University of Maryland College Park 2012 — 2016
Minor, Technology Entrepreneurship
Università Commerciale 'Luigi Bocconi' 2015 — 2015
International Exchange Program, Finance, General
Muncy Jr/Sr High School 2008 — 2012
Graduate with Honors, 92.99
neuvoo April 2015 - Present
neuvoo January 2015 - March 2015
Catholic Charities of the Diocese of Galveston-Houston January 2013 - August 2013
Better Future Project May 2012 - August 2012
University of St. Thomas-Houston August 2010 - May 2012
University of St. Thomas-Houston August 2009 - May 2012
Merrill Lynch July 2011 - December 2011
Skills
Customer Service..., Native written and..., Experience with..., Works well individually..., Very organized and pays..., Experience organizing..., Spanish, Public Speaking, Google Groups, Event Planning, Research, Fundraising, Microsoft Office, Event Management, Microsoft Publisher, Customer Experience, PowerPoint, Microsoft Excel, Recruiting, Microsoft Word
Education
Université de Montréal 2015 — 2016
D.E.S.S. Santé Environnementale Mondiale
University of St. Thomas (TX) 2008 — 2012
Bachelor of Business Administration (BBA), General Business
Merrill Lynch September 2012 - Present
EPSA January 2011 - August 2012
Universidad Icesi January 2010 - December 2010
Skills
Financial Planning, Investment Banking, Financial Analysis, Team Leadership, Financial Markets, Business Analysis, Business Planning, Microsoft Office, Procurement, Adaptation, Oral Communications, Report Writing, Financial Modeling, Valuation Modeling, DCF Valuation
Education
Universidad ICESI 2006 — 2011
Economista y Negociador Internacional - Honores Cum Laude, Económicas y Administrativas, 4.44 de 5.0
Universidad ICESI 2006 — 2011
Administrador de Empresas - Honores Cum Laude, Económicas y Administrativas, 4.44 de 5.0
tinyclues September 2014 - Present
Mixbook October 2011 - August 2014
Merrill Lynch January 2011 - June 2011
All-Travel June 2010 - September 2010
OnOurMap March 2010 - June 2010
Ali International, LLC March 2010 - June 2010
TravelAge West January 2010 - March 2010
Skills
Social Networking, Facebook, Social Media, Social Media Marketing, Wordpress, Google Adwords, Photoshop, Digital Media, Digital Marketing, Online Marketing, Copywriting, Editing, SEO, SEM, Research, Customer Service, E-commerce, Marketing Strategy, Web Design, Public Speaking, Fundraising, Market Research, Web Analytics, HTML
Education
University of California, Los Angeles 2007 — 2011
B.A., Psychology, French
UC Siena - Education Abroad Program 2009 — 2009
Italian Language and Culture
Université Lumière (Lyon II) 2009 — 2009
Psychology
Mountain View High School 2003 — 2007
High School
Synchrony Financial Corporation - General Electric Divestiture April 2014 - Present
GE Capital March 2010 - April 2014
GE Capital June 2008 - March 2010
GE Capital June 2006 - June 2008
GE Capital 2003 - 2006
GE Capital 1998 - 2003
GE Capital 1992 - 1997
IBM Credit Corporation 1989 - 1992
AirExpress 1987 - 1989
Merrill Lynch 1984 - 1987
Skills
Business Intelligence, Program Management, Strategy, Analysis, Leadership, Data Warehousing, Integration, Process Improvement, Vendor Management, Project Planning, SDLC, Management, Business Analysis, Software Project..., Project Management, IT Management, Testing, Marketing Communications, IT Strategy, Relationship Management, Project Delivery, PMO, PMI
Education
State University of New York at Albany 1980 — 1984
Bachelor of Arts (BA), Psychology/Computer Science
John Jay High School
Luc Beaudin January 2015 - Present
Koma Films Inc. September 2014 - Present
Canadian Olympic Committee June 2013 - September 2014
Judo Canada April 2010 - January 2013
Canadian Olympic Comittee November 2010 - September 2012
Luc Beaudin (self employ) January 2004 - December 2009
National Bank of Canada January 2002 - January 2004
Biovail 1998 - 2002
Merrill Lynch July 1997 - September 1998
Skills
Microsoft Excel, Microsoft Word, Public Relations, French, Event Planning, Media relations, Social Media, Media Planning, Media Relations, Sports, International Trade, International Relations, Real Estate, Financial Analysis, Stock Picking, Stock Trading, Networking, Political Risk Analysis, Timely Decision Making, Pharmaceutical Sales, Financial Markets, Financial Risk, Pharmaceutical Industry, Journalism, Broadcast, Sports Marketing, Management, Sponsorship
Education
INIS 2008 — 2008
Production, Cinematography and Film/Video Production
Université de Montréal / University of Montreal 2004 — 2005
Master, International studies
Laval University 1994 — 1997
Bachelor's degree, Business/Commerce, finance/marketing
UQAM 1991 — 1994
Bachelor's degree, Political Science and Government
Macquarie Group August 2014 - Present
University of Southern California April 2013 - March 2014
Macquarie Group June 2013 - August 2013
Western Asset Management 2009 - 2012
Angeles Investment Advisors 2007 - 2008
Merrill Lynch 2007 - 2007
American Express 2006 - 2006
Skills
Investments, Reporting & Analysis, Valuation, Capital Markets, Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Investment Banking, Analysis, Corporate Finance, Investment Management, Finance, Mutual Funds, Bloomberg, Equities, Asset Management, Fixed Income, Hedge Funds, Private Equity
Education
University of Southern California - Marshall School of Business
MBA Candidate, GPA 3.8
University of Southern California 2003 — 2007
Entrepreneurship and International Business
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Loyola High School 1999 — 2003
Oppenheimer & Co. Inc. November 2014 - Present
Student Managed Investment Fund at Fordham September 2014 - May 2015
Merrill Lynch May 2013 - November 2014
Quadrivio SGR January 2014 - May 2014
Skills
Series 7, Bloomberg Terminal, Works well in a team, Microsoft Office, Leadership, strong work ethic, fluent in Italian, Equity Research, Biotechnology Industry, Equity Trading, FactSet, Value Investing, excellent numerical..., Scottrade, Pharmaceutical Stocks, Thompson One, Morningstar, Microsoft Word, PowerPoint, Teamwork, Finance, Financial Analysis, Bloomberg, Investments, Series 52
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Finance, Economics, and International Business (Magna Cum Laude), Major GPA: 3.95/4.0; Cumulative GPA: 3.7 / 4.0
Università Cattolica del Sacro Cuore
International Economics
Kurtzman Carson Consultants LLC 2014 - Present
Georgeson 2013 - 2014
Norwich Pharmaceuticals 2012 - 2012
UHS Hospitals 2010 - 2011
Special Funds Conservation Committee 2009 - 2010
State Farm Insurance 2009 - 2009
Merrill Lynch 2007 - 2008
Actuant Corporation 2007 - 2008
Southern Tier AIDS Program, Inc. 2007 - 2007
Skills
Budgets, Entrepreneurship, Managerial Finance, Strategy, Negotiation, Social Media, Management
Education
State University of New York at Albany 2006 — 2010
Bachelor's Degree, Finance Management
Red Hat July 2015 - Present
TIBCO Software June 2012 - Present
BusinessMesh Consulting Inc March 2006 - Present
Deutsche Bank March 2010 - February 2012
University of Trento February 2010 - February 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2006 - 2008
TIBCO Software March 2003 - March 2006
Lehman Brothers 2001 - 2003
NET2S 1999 - 2003
Skills
Product Management, Systems Engineering, Middleware, Integration, SOA, EAI, Architecture, ESB, Messaging, TIBCO, TIBCO EMS, Solution Architecture, Enterprise Architecture, Web Services, IT Strategy, JMS, TIBCO Rendezvous, Solaris, UML, SDLC, System Architecture, XML, Software Development, Software Project..., Unix, Solace, Lombardi, IBM BPM, Integration Architecture, Reference Architecture, Integration Projects, Integration Software, BusinessWorks, TIBCO iProcess, Message Oriented..., Strategic Planning, Technology Evangelist, Informatica, Project Management, Operations Management, Business Process Design, Trading Systems, Distributed Systems, Enterprise Software, Low Latency, Java Enterprise Edition, Electronic Trading, Market Data, CEP, Agile Methodologies
Education
Università degli Studi di Trento 1993 — 1997
Master, Computer Engineering and Business Administration
Merrill Lynch August 2015 - Present
Nest Seekers International September 2014 - December 2014
Fordham University November 2013 - August 2014
UniBank for Savings May 2013 - May 2014
RuffaloCODY January 2013 - January 2014
Wee Care for Little Kids September 2011 - September 2012
Skills
Leadership, Public Speaking, Social Media, Microsoft Office, Event Planning, Spanish, Current Affairs, International Economics, Macroeconomics, Econometrics
Education
Fordham University 2012 — 2016
Bachelor of Arts (BBA), Economics Major and a focus on Spanish language (both in academic and immersion)
Universitat Pompeu Fabra 2015 — 2015
Economics
Grafton High School 2008 — 2012
Diploma
the midas exchange, a WPP company, Powered by GroupM June 2014 - Present
Universal McCann November 2013 - June 2014
Omnicom Media Group March 2012 - November 2013
Campus Socialite Media May 2011 - March 2012
Alpha Epsilon Phi January 2010 - January 2011
Merrill Lynch May 2010 - August 2010
Claugh Habor and Associates, LLP January 2010 - June 2010
Skills
Blogging, Brand Development, Account Management, Record Keeping, Social Media, Marketing, Social Networking, Social Media Marketing, Microsoft Office, Microsoft Excel, Management, Facebook, PowerPoint, Advertising
Education
State University of New York at Albany 2007 — 2011
Communications Major, Business Minor, Marketing/Marketing Management, General
University at Albany 2007 — 2011
BA, Rhetoric & Communications; May 2011 Business
Zappos Family of Companies February 2013 - Present
Zappos Family of Companies April 2012 - February 2013
Live Nation 2011 - April 2012
US Census Bureau 2009 - 2011
US Census Bureau 2008 - 2009
HSBC 2006 - 2008
BVS Group 2005 - 2007
World Market Center 2005 - 2006
U.S. Department of Commerce 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Management, Forecasting, Project Management, Budgets, Process Improvement, Analysis, Operations Management, Program Management, Negotiation, Research, Strategic Financial..., Management Consulting, Merchandise Planning, Budgeting, Corporate FP&A, E-commerce, New Business Development, Strategic Planning, Leadership
Education
University of Nevada-Las Vegas 2001 — 2005
BA, French Language Studies
University of Nevada-Las Vegas - College of Business 2001 — 2005
BSBA, International Business & Finance
Université de Pau et des Pays de l'Adour 2002 — 2003
French Language / International Business
Lepercq de Neuflize Asset Management September 2015 - Present
Cornell University Investment Office October 2012 - January 2015
Lepercq Lynx Investment Advisory September 2008 - August 2012
Merrill Lynch January 2005 - April 2008
Faucheir Partners Ltd. July 2003 - September 2003
Charles Schwab & Co., Inc. June 2000 - June 2002
Education
Universitat Pompeu Fabra 2002 — 2004
MBA, Finance
University of California, Berkeley (CA, USA) 1995 — 2000
BA, Economics
MN Pension February 2009 - Present
Lehman Brothers July 2007 - September 2008
Merrill Lynch September 2002 - June 2007
Societe Generale July 1998 - August 2002
Skills
Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Equities, Asset Allocation, Investments, Fund Of Funds, Structured Products, Investment Strategies, Financial Markets, Quantitative Finance, Bloomberg
Education
EURIA 1995 — 1998
Actuary
Université de Bretagne Occidentale 1995 — 1998
Actuary, Actuarial Science
HealthAlliance of the Hudson Valley August 2013 - Present
HealthAlliance of the Hudson Valley April 2010 - August 2013
Merrill Lynch May 2007 - December 2008
JP Morgan Chase July 2005 - November 2006
JPMorgan Chase September 2004 - June 2005
JPMorgan Chase April 2001 - August 2004
JPMorgan Chase September 1999 - March 2001
Skills
Process Improvement, Project Management, PMO, Management, Vendor Management, CRM, Business Analysis, SDLC, Risk Management, Program Management, Financial Services, Change Management, Visio, Requirements Gathering, Project Portfolio..., Strategy, IT Strategy, Business Process..., Strategic Planning, ITIL, Software Documentation, IT Management, PMP, Project Delivery, Healthcare Information...
Education
University at Albany, SUNY 1997 — 1999
Bachelor of Science
Ulster Community College 1995 — 1997
Associate of Science
Bank of America / Merrill Lynch - Equity Linked Technology January 2011 - Present
Merrill Lynch - Equity Linked Technology January 2005 - January 2011
Merrill Lynch January 2000 - December 2004
Merrill Lynch June 1999 - December 1999
Education
University at Albany, SUNY 1995 — 1999
Golden Seeds June 2014 - August 2014
J.P. Morgan June 2011 - June 2013
Merrill Lynch April 2008 - October 2010
Bloomberg December 2007 - April 2008
Lloyds TSB July 2007 - December 2007
ibm February 2007 - July 2007
Skills
Portfolio Management, Investments, Management, Analysis, Trading, Banking, Data Analysis, Financial Services, Asset Allocation, Accounting, Microsoft Excel, Financial Markets, Account Management, Research, Investment Advisory, Finance, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad Torcuato di Tella 2000 — 2006
Bachelor's degree, Business Administration and Management, General
Associacion Escuelas Lincoln 1996 — 2000
H.S. Diploma
Duff & Phelps January 2014 - Present
D Cubed Group LLC 2010 - October 2012
Red Diamond Capital LP 2007 - 2010
Duff & Phelps 2004 - 2007
Stone Ridge Partners 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Private Equity, Mergers, Restructuring, LBO, Investment Banking, Financial Structuring, Corporate Development, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Due Diligence, Real Estate, Portfolio Management, Mergers & Acquisitions, Equities, Finance, Financial Analysis, Strategy, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
B.S. Finance, Finance, Accounting, and Economics
Università Commerciale 'Luigi Bocconi' 1999 — 1999
Finance, Economics and International Business
Merrill Lynch April 2000 - Present
Education
Universidade de São Paulo
TD Securities April 2012 - Present
Merrill Lynch July 2011 - April 2012
TD Securities November 2007 - April 2011
IHousing.ca June 2008 - November 2008
ES3 February 2007 - November 2007
ALPHA GLOBAL IT September 2006 - February 2007
SynerTrade August 2003 - August 2006
WEB2MARKET September 2004 - June 2005
Waters August 2002 - August 2003
Skills
Microsoft SQL Server, Web Services
Education
1999 — 2003
WhoHub October 2014 - Present
McEnearney Associates November 1995 - Present
Arcadia Realty October 1989 - November 1995
Merrill Lynch October 1986 - October 1989
Skills
Buyer Representation, Listings, Real Estate, Referrals, Relocation, Sellers, Single Family Homes, Investors, Investment Properties, Foreclosures, First Time Home Buyers, Condos, Buyers, Event Planning, New Home Sales, REO
Education
University of Mary Washington 1982 — 1986
Bachelors, Economics
University of Salzburg 1985 — 1985
International Economics
FBN June 2007 - Present
BNC National Bank 2007 - Present
Caisse de dépôt et placement du Québec May 2013 - November 2014
National Bank of Canada 2007 - April 2013
Caisse de Dépôt et Placements du Québec 2006 - 2007
Caisse de dépôt et placement du Québec 2006 - 2007
Bourse de Montréal 2000 - 2006
Merrill Lynch 1997 - 2000
Skills
Business Analysis, Business Intelligence, Team Leadership, Requirements Analysis, Data Warehousing, Integration, Banking, ETL, Risk Management, Business Process, SQL, Data Modeling, Visio, Oracle, Agile Methodologies
Education
Université du Québec à Montréal 1992 — 1995
BAA, Finance
CIBC January 2002 - Present
Merrill Lynch August 1998 - January 2002
Skills
SDLC, Requirements Analysis, Business Analysis, Software Development, Visio, SOA
Education
Universitatea „Lucian Blaga” din Sibiu 1995 — 1996
Master's degree, Computer Science
Universitatea „Politehnica” din Timișoara 1990 — 1995
Bachelor's degree, Computer Science
Morgan Stanley October 2013 - Present
Barclays Capital May 2011 - October 2013
RBC Capital Markets February 2010 - May 2011
Merrill Lynch November 1997 - November 2010
PARIBAS UK July 1995 - November 1997
Skills
Trading Systems, Unix, Electronic Trading, Market Data, Fixed Income, Reference Data, Investment Banking, Equities, Options, Derivatives, SDLC, Low Latency, Series 7
Education
Université Pierre et Marie Curie (Paris VI) 1988 — 1990
DEA (pre PhD), Computer Science (OS, Networks)
Université du Maine-Le Mans-Laval 1984 — 1988
Master, Computer Science
Invesco Ltd. February 2014 - Present
Invesco Ltd. February 2012 - February 2014
Invesco Ltd. July 2010 - February 2012
Ministre de l'Education Nationale October 2009 - May 2010
Merrill Lynch December 2008 - May 2009
Dominion June 2008 - August 2008
Skills
Morningstar Direct, Lipper, Zephyr Style Advisor, Microsoft Office, Bloomberg Terminal, Asset Managment, Series 6, Mutual Funds, Institutional..., Morningstar, Competitive Analysis, Asset Management, Equities, Alternative Investments
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science, Business Administration
Université Paris Dauphine 2008 — 2008
Economics
The Lovett School 2001 — 2005
Iberia Financial Services, LLC March 2015 - Present
Lakeland Bank April 2010 - January 2015
Bluestone Advisory Group, LLC. January 2009 - December 2014
National Hispanic Sales Network December 2008 - October 2012
Merrill Lynch July 2007 - December 2008
PNC Investments February 2001 - July 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Uniform Combined State..., Series 65, Insurance, Investment Advisory, Finance, Investments, Asset Allocation, Portfolio Management, Commercial Lending, Disability Insurance, Variable Annuities, Relationship Management, IRAs, Alternative Investments, Fixed Income, 401k, Asset Management, Risk Management, High Net Worth..., Financial Advisory, Financial Services, Securities, Credit Analysis, Retirement, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Life Insurance, Lines Of Credit, Credit Risk, Private Banking, Separately Managed..., Commercial Mortgages, 401k Rollovers, Life, Sales, Loan Origination, Bonds, Wealth Management..., Mutual Funds, Financial Planning
Education
Universidad Nacional Pedro Henríquez Ureña
School of Medicine
ECRM October 2003 - Present
JB International May 2001 - September 2003
Merrill Lynch January 1999 - April 2001
Skills
Global market expansion..., Sales team training and..., Strategic partnership..., Expert relationship..., Business and channel..., Excellent customer...
Education
University of South Florida 1997 — 1998
MBA, Finance & International Business
Université Paris Dauphine 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance & Economics
RGP July 2015 - Present
Cable & Wireless Communications March 2014 - March 2015
International SOS June 2013 - March 2014
Pearson January 2010 - June 2013
Merrill Lynch April 2007 - April 2009
DHL August 2004 - March 2007
Baker Hughes March 2000 - September 2003
ExxonMobil June 1998 - March 2000
Procter & Gamble November 1996 - May 1998
Banco Mercantil April 1993 - February 1996
Skills
Forecasting, Managerial Finance, Strategic Planning, Financial Analysis, Finance, Analysis, Leadership, Financial Reporting, Budgets, SAP
Education
Universidad Metropolitana (VE) 1986 — 1995
Universidad Metropolitana (VE) 1986 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Banque Nationale du Canada March 2009 - Present
Financière Banque Nationale 2009 - 2010
CIBC Wood Gundy April 1994 - October 2006
Merrill Lynch 1998 - 2002
Skills
Estate Planning, Financial Services, Insurance, Wealth Management, Mutual Funds, Finance, Retirement Planning, Equities, Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Investment Advisory, Securities, High Net Worth..., Financial Planning
Education
Université de Sherbrooke 1992 — 1994
Master, Canadian Income Taxes
HSBC Securities April 2009 - Present
HSBC Securities 2009 - Present
Merrill Lynch August 2006 - April 2009
Smith Barney August 2000 - November 2005
Education
1998 — 1999
Social, Political and Economic Policy in Post Communist Eastern Europe
University of California, San Diego 1994 — 1999
B.A., Socio-Economics
Ingram Micro September 2012 - Present
Merrill Lynch April 2012 - September 2012
Edward Jones December 2007 - March 2012
St. Louis Community College January 2005 - December 2007
Bank of America 2004 - 2004
Timpolis Magazine 1998 - 2001
Skills
Talent Acquisition, Employee Relations, Organizational..., Leadership Development, Training, Coaching, Human Resources, Team Building, Project Management, Performance Management, Applicant Tracking..., Recruiting, Customer Service, Microsoft Office, Technical Recruiting, Strategic Planning, Account Management, Resume Writing, Career Development, Sourcing, Program Management, Interviews, Talent Management, Management
Education
Webster University 2002 — 2003
MBA, Business Administration
1993 — 1998
Diploma (BS), Law
Colegiul C.D. Loga
Come and Cook with Us Vice PresidentGoldman SachsJanuary 2002 - January 2007
Merrill Lynch July 1998 - December 2001
Merrill Lynch July 1997 - June 1998
Merrill Lynch July 1995 - June 1997
Education
Università Commerciale 'Luigi Bocconi' 1990 — 1995
Laurea, Economia Aziendale
Alexander Mann Solutions October 2006 - Present
Adecco 2004 - 2006
Merrill Lynch 1998 - 2002
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Contract Recruitment, Operation Efficiencies, Quality Assurance, Talent Management, Recruiting, Sourcing, Taleo, Human Resources, Graduate Recruitment
Education
Università degli Studi di Palermo
Bank of America Merrill Lynch May 2010 - Present
Merrill Lynch September 2003 - April 2010
Skills
Fixed Income, Wealth Management, Structured Products, Exotic Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, Emerging Markets, Mutual Funds, ETFs, Commodity Markets, Alternative Investments, Hedge Funds, International Sales, Product Structuring, Trading, Electronic Trading
Education
Università Commerciale 'Luigi Bocconi' 2002 — 2003
Masters, Quantitative Finance and Insurance
University of Warwick 1998 — 2002
BSc, Economics and European Studies
Institut d'Etudes Politiques de Paris 2000 — 2001
Exchange year, Political Science
University of Paris I: Panthéon-Sorbonne 2000 — 2001
Exchange year, Economics
Merrill Lynch 2003 - Present
Fimat May 2000 - August 2003
Caisse de dépôt et placement du Québec May 1998 - April 2000
Fimat September 1994 - April 1998
Burns Fry February 1994 - August 1994
Skills
Structured Products, Options, Trading, Derivatives, Back Office, Interest Rate..., Swaps, Electronic Trading, Fixed Income, Financial Markets, Equity Derivatives, Equities, Capital Markets, Bloomberg, Trading Systems, Bonds
Education
Université de Montréal 1991 — 1994
RBC Dominion Securities May 2008 - Present
CIBC Wood Gundy January 2002 - April 2008
Merrill Lynch August 1998 - December 2001
Skills
Estate Planning, Trusts, Mergers, Mutual Funds
Education
Université Laval
Bachelor of Applied Science (B.A.Sc.), Finance
BlackRock July 1995 - Present
BlackRock PAC 2010 - Present
Merrill Lynch 1995 - 2006
ASARCO 1991 - 1995
Sumitomo Trust & Banking Corp 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Finance/International Business
University at Albany, SUNY 1983 — 1986
BS, Economics
Availity, L.L.C. April 2005 - Present
Merrill Lynch August 1998 - March 2005
Education
Università di Bologna 1978 — 1990
PhD, Electronics
Pfizer October 2006 - Present
Merrill Lynch January 1993 - December 1998
Skills
Pharmaceutical Industry, CTMS, Change Control, 21 CFR Part 11, CRO, Computer System..., GCP, Clinical Development, Clinical Trials, Validation, EDC, Therapeutic Areas
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), Communication, General
Morgan Stanley July 2015 - Present
Morgan Stanley November 2009 - Present
Merrill Lynch September 2006 - January 2010
JP Morgan September 2002 - September 2006
Education
Dobbs Ferry High School 1995 — 1999
University at Albany, SUNY 1995 — 1999
CF Consulting 2000 - Present
NBC 1998 - 2000
NBC 1998 - 1998
NBC 1995 - 1998
NBC 1991 - 1995
NBC 1989 - 1991
Merrill Lynch 1987 - 1989
Skills
Six Sigma, Change Management, Process Engineering, Technology Integration, Management Consulting, Process Improvement, Business Process..., Leadership, Training, Security, Budgets, Management, Project Management, Business Strategy, Business Analysis, Databases, Team Building, Program Management, Vendor Management
Education
University at Albany, SUNY
BS, Computer Science/Business
HSBC Global Asset Management March 2013 - Present
Rafferty Capital Markets November 2011 - March 2013
Deutsche Bank April 2010 - December 2011
Julius Baer Artio Global May 2006 - December 2009
Credit Suisse 2004 - 2005
Merrill Lynch May 1996 - January 2004
Skills
Hedge Funds, ETFs, Mutual Funds, Equities, Investment Management, Portfolio Management, Structured Products, Commodity, Alternative Investments, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Investments, Investment Strategies, Investment Advisory, Fixed Income, Financial Services
Education
University of San Francisco 1986 — 1986
Master of Business Administration (MBA), Graduate School Business
Università Commerciale 'Luigi Bocconi' 1981 — 1981
Bachelor of Business Administration (BBA), Business & Economics
UCSB 1977 — 1980
Economics
Forem Investments LLC December 2013 - Present
UBS Wealth Management August 2006 - December 2013
Merrill Lynch July 1987 - August 2006
Skills
Portfolio Management, Fixed Income, Investments, Alternative Investments, Wealth Management, Risk Management, Private Banking, Wealth Management..., Business Strategy, Financial Services, Equities, Strategic Financial..., Mutual Funds, Capital Markets, Investment Banking, Asset Managment, Asset Management, Investment Advisory, Series 7, Emerging Markets, Asset Allocation, Strategic Planning, Hedge Funds, Securities, Private Equity, Investment Management, Investment Strategies, Structured Products, Trading, Series 63
Education
University of Pennsylvania - The Moore School 1984 — 1986
MSE, Materials Science & Engineering
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Universidad Simón Bolívar 1973 — 1978
Engineer, Mechanical Engineering
Verizon Wireless July 2007 - Present
ADP May 2005 - July 2007
Goldman Sachs July 2000 - May 2005
Merrill Lynch September 1997 - July 2000
Periphonics Corporation June 1995 - September 1997
Skills
Telecommunications, Wireless, VoIP, Agile Methodologies, Business Analysis, IVR, Integration, Project Management, Requirements Analysis, SDLC, Solaris, Unified Communications, Vendor Management
Education
Université de Montréal - Ecole polytechnique de Montréal 1991 — 1995
Bachelor of Engineering (B.Eng.), EE, Telecommunications, Electrical, Electronics and Communications Engineering
Morgan Stanley March 2013 - Present
Pride Capital Partners July 2010 - March 2013
University at Albany August 2009 - May 2010
Merrill Lynch February 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Bloomberg Terminal, Business Analysis, Microsoft Office, Quantitative Analytics, Research, Statistics, Microsoft Word, Risk Management, Outlook, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Banking and Finance
University at Albany, SUNY 2006 — 2010
B.S., Financial Analyst Program, Economics
HSBC Securities September 2009 - Present
Merrill Lynch July 1999 - January 2009
Lehman Brothers 1997 - 1999
ING Barings 1997 - 1997
Education
Universidad Torcuato Di Tella 1993 — 1997
Licenciado en Economía, Economía
Freeport-McMoRan Oil & Gas June 2013 - Present
Sysco January 2012 - June 2013
ARMENTA January 2011 - October 2011
Epco, Inc. July 2008 - December 2010
Merrill Lynch January 2010 - May 2010
Alliance International Forwarders, Inc. June 2007 - January 2008
Skills
Accounts Payable, Marketing, GAAP, Financial Reporting, Training
Education
University of St. Thomas 2006 — 2010
Finance
Universidad San Pablo-CEU 2008 — 2008
Foreign Study
Merrill Lynch November 2010 - August 2014
Sunoco April 2006 - October 2010
Rosario Medical Hospital March 2005 - November 2005
Preussag Energie GmbH 1998 - 2004
Skills
Databases, Enterprise Software, SQL, SDLC, .NET, Microsoft SQL Server
Education
Universidad Rafael Belloso Chacín 1990 — 1995
Engineer, Computer Engineering
Mixpanel, Inc. April 2015 - Present
Deloitte August 2013 - March 2015
University of California, Berkeley, Haas School of Business August 2012 - May 2013
KPMG US June 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.)
Universitat Autònoma de Barcelona 2012 — 2012
Miramonte High School 2005 — 2009
High School Diploma
Raymond James May 2009 - Present
Smith Barney January 2001 - May 2009
Merrill Lynch May 1995 - January 2001
Arthur Andersen 1991 - 1993
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds
Education
SUNY Albany 1987 — 1991
BS, Accounting and Economics
SUNY Albany 1987 — 1991
Bachelor of Science (BS), Accounting
Foster & Motley, Inc. September 2014 - Present
Covington & Associates March 2013 - August 2014
Seton Hall University August 2011 - May 2013
Tri State Sales December 2010 - May 2013
Merrill Lynch May 2012 - March 2013
Skills
Financial Analysis, Microsoft Office, Management, Finance, Microsoft Excel, Analysis, Investments, Public Speaking, Portfolio Management, PowerPoint
Education
Passed Level III of the CFA Program
Seton Hall University 2011 — 2013
MBA, Finance, General, 3.95
Miami University 2006 — 2009
Bachelor of Arts, Double Major in International Studies and French, 3.88
Université de Bourgogne 2007 — 2007
French Studies
Merrill Lynch 2006 - 2009
Pixim 2003 - 2004
Graphics Microsystems 2002 - 2003
BECTON DICKINSON BIOSCIENCES 2001 - 2002
KLA-Tencor 1999 - 2000
Geometrix 1996 - 1999
FEITH SYSTEM AND SOFTWARE 1995 - 1996
UNIVERSITE DU LITTORAL 1994 - 1995
Education
Université de Technologie de Compiègne
Ph.D, Computer Science
Université de Technologie de Compiègne
M.S, Computer Science
Wuhan University
B.S, Electrical Engineering
Merrill Lynch June 2015 - Present
EFG Capital International Corp. December 2008 - May 2015
ABN Amro Private Bank March 2005 - November 2008
Abn Amro asset management 1998 - 2005
Skills
Banking, Capital Markets, Derivatives, Asset Managment, Equities, Financial Markets, Fixed Income, Private Banking, Series 7, Structured Products, Wealth Management
Education
Universidade Presbiteriana Mackenzie 1991 — 1996
BA, FINANCE
Financière Banque Nationale November 2005 - Present
CIBC Wood Gundy November 2001 - November 2005
Merrill Lynch November 1998 - November 2001
MIDLAND WALWYN July 1989 - November 1998
Education
Université du Québec à Montréal / UQAM
Nomura July 2014 - Present
Merrill Lynch July 2012 - Present
Brown Brothers Harriman September 2013 - May 2014
Apollo Jets June 2011 - August 2011
Skills
Financial Modeling, Bloomberg Terminal, Strategic Financial..., Equities, Equity Trading, Sales Operations, Bloomberg, Finance
Education
University of Maryland College Park 2009 — 2013
BS, Finance
Universitat de Barcelona 2012 — 2012
International Business
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, VBA, Microsoft Office, Financial Modeling, R, Commodity, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Statistics
Bocconi University 2012 — 2012
International Exchange Student
Dexter High School 2006 — 2010
High School Diploma
Tennessee Consolidated Retirement System April 2007 - Present
Merrill Lynch January 2006 - January 2007
Skills
Investments, Portfolio Management, Trading, Risk Management, Fixed Income, Financial Risk, Bonds, Strategy, Equities, Capital Markets, Financial Analysis, Asset Allocation
Education
Universität Paderborn / University of Paderborn 1997 — 2002
Master's degree, Computer Science
Stifel Financial Corp. May 2015 - Present
Caxton Associates October 2011 - October 2014
Citadel LLC February 2011 - September 2011
Chapdelaine Credit Partners March 2009 - February 2011
Merrill Lynch March 2000 - February 2009
CNA Financial July 1995 - March 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Credit Derivatives, Trading, Bonds, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Equity Research, Valuation, Investment Banking, Options, Credit
Education
New York University, Stern School of Business 1998 — 2010
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1992 — 1995
Bachelor of Science (BS), School of Business - Finance
HSBC Private Bank March 2015 - Present
Merrill Lynch March 2013 - January 2014
AXA May 2011 - June 2011
FIDAL June 2010 - July 2010
Skills
Wealth Management, Analysis, KYC, AML, Financial Markets, Microsoft Excel
Education
Université de Nice-Sophia Antipolis 2012 — 2013
Master 2, Droit des responsabilités
Université de Nice-Sophia Antipolis 2011 — 2012
Master 1, Droit privé
Université de Nice-Sophia Antipolis 2008 — 2011
Licence, Droit et Science Politique
Lycée Albert Calmette 2004 — 2007
Baccalauréat, Scientifique
NATIXIS ALGERIE April 2013 - Present
HSBC Algeria February 2008 - February 2013
Sonatrach August 2004 - February 2008
Citibank February 2002 - November 2003
Merrill Lynch January 2000 - December 2000
Skills
Foreign Languages, Contract Negotiation, Social Networking, Team Leadership, Cross-functional Team...
Education
Université de Geneve 1998 — 2000
Master's Degree in Economy and Finance, Financial Markets
Université de Nice-Sophia Antipolis 1994 — 1998
Maitrise en Economie et Finance, Finance, General
Deutsche Bank - Asset and Wealth Management December 2012 - Present
Deutsche Bank - Institutional Client Group February 2010 - December 2012
Banco BPI September 2005 - February 2010
Merrill Lynch June 2004 - August 2004
Skills
Finance, Structured Finance, Product Structuring, Sales, Derivatives, Team Leadership, Private Banking, Wealth Management, Capital Markets, Client Coverage, Credit Derivatives, Equity Derivatives, Structured Products, Interest Rate..., Fixed Income, Options, Swaps
Education
Universidade Nova de Lisboa 2000 — 2005
Licentiate degree, Business Administration and Management, General
Amsterdam School of Business 2004 — 2004
Licentiate degree, Business Administration and Management, General
Yale University August 2010 - Present
Merrill Lynch June 2013 - August 2013
Roubini Global Economics June 2007 - September 2007
Education
Università Commerciale 'Luigi Bocconi' 2004 — 2009
Master of Science (MS), Economia
Yale University
Deutsche Bank September 2014 - Present
Standard Chartered Bank November 2011 - June 2014
Bank of America August 2010 - September 2011
Merrill Lynch July 2006 - July 2010
Merrill Lynch September 2005 - July 2006
Citi May 2004 - September 2005
Credit Lyonnais January 2004 - May 2004
Link d May 2003 - January 2004
Skills
Derivatives, Trading
Education
Universidade de São Paulo 2003 — 2007
B.A, Business Administration
Goldman Sachs June 2011 - Present
Merrill Lynch August 2008 - March 2011
Accenture México May 2007 - July 2008
Skills
Derivatives, Emerging Markets, Fixed Income, Capital Markets, Investment Banking
Education
Universidad Panamericana 2004 — 2008
Bachelor's Degree, Management and Finance