Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jacob Shillman Jacob Shillman's Merrill Lynch Experience June 2009 - August 2009
Job Associate Director at Oppenheimer & Company
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2011 - Present
Oppenheimer & Co. Inc. September 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Editing, Newspaper, Journalism, Ap Style, Social Media, Storytelling, Social Networking, Breaking News, Public Relations, Feature Articles, Press Releases, Research, Copy Editing, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Outlook, Equity Research, Analysis, Team-oriented, Editorial, Finance, Series 7, Valuation, Series 63, Financial Modeling, Equities, Financial Analysis, Equity Valuation, Newspapers, AP Style, Capital Markets, Securities, Bloomberg Terminal, Bloomberg, Blogging, Portfolio Management
Education
University at Buffalo 2006 — 2010
BA, Economics
Oppenheimer & Co. Inc. April 2011 - Present
Oppenheimer & Co. Inc. September 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Editing, Newspaper, Journalism, Ap Style, Social Media, Storytelling, Social Networking, Breaking News, Public Relations, Feature Articles, Press Releases, Research, Copy Editing, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Outlook, Equity Research, Analysis, Team-oriented, Editorial, Finance, Series 7, Valuation, Series 63, Financial Modeling, Equities, Financial Analysis, Equity Valuation, Newspapers, AP Style, Capital Markets, Securities, Bloomberg Terminal, Bloomberg, Blogging, Portfolio Management
Education
University at Buffalo 2006 — 2010
BA, Economics
Erick Richardson, CRPC Erick Richardson, CRPC's Merrill Lynch Experience July 2006 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
The Ayco Company, L.P. June 1997 - July 2006
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (B.S.), Economics
Merrill Lynch July 2006 - Present
The Ayco Company, L.P. June 1997 - July 2006
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (B.S.), Economics
Tom Caracciola Tom Caracciola's Merrill Lynch Experience February 1980 - May 2001
Job President, Macquarie Futures USA
Industry Banking
Experience
Macquarie Group September 2011 - Present
Goldman Sachs Futures May 2005 - June 2011
Merrill Lynch February 1980 - May 2001
Education
University at Albany, SUNY
BA, Business Admin / Finance
Macquarie Group September 2011 - Present
Goldman Sachs Futures May 2005 - June 2011
Merrill Lynch February 1980 - May 2001
Education
University at Albany, SUNY
BA, Business Admin / Finance
John Schietinger's Merrill Lynch Experience June 1996 - October 2002
Job Strategic Accounts at lettrs
Industry Online Media
Experience
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
Christina Ferri Christina Ferri's Merrill Lynch Experience September 1993 - August 1998
Job Marketing and Sales Consultant
Industry Marketing and Advertising
Experience
CMF Consulting Group January 2014 - Present
MF Global February 2008 - March 2009
Knight Capital Markets LLC March 2004 - February 2008
Citi 2000 - 2004
NationsBanc Montgomery Securities August 1998 - June 1999
Merrill Lynch September 1993 - August 1998
Skills
Strategy, Marketing, Brand Development, Finance, Event Planning, Marketing Strategy, Management, Strategic Planning, Marketing Communications, Leadership
Education
State University of New York at Albany 1989 — 1993
Bachelor's Degree, Political Science and Government
CMF Consulting Group January 2014 - Present
MF Global February 2008 - March 2009
Knight Capital Markets LLC March 2004 - February 2008
Citi 2000 - 2004
NationsBanc Montgomery Securities August 1998 - June 1999
Merrill Lynch September 1993 - August 1998
Skills
Strategy, Marketing, Brand Development, Finance, Event Planning, Marketing Strategy, Management, Strategic Planning, Marketing Communications, Leadership
Education
State University of New York at Albany 1989 — 1993
Bachelor's Degree, Political Science and Government
Andrew Kuch Andrew Kuch's Merrill Lynch Experience January 2014 - May 2014
Job 2nd Year 2016 MBA Candidate | Settlements Intern at Citigroup | Seeking Career in Financial Analysis
Industry Financial Services
Experience
Citi June 2015 - Present
Greatbatch, Inc. December 2014 - May 2015
GEICO June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Skills
Microsoft Office, Finance, Time Management, Microsoft Excel, PowerPoint, Teamwork, Leadership, Data Analysis, Research, Market Access, Financial Analysis, Organizational..., Data Modeling, Financial Modeling, Financial Planning, Trade Finance, Mergers & Acquisitions, Company Valuation, Fixed Income Portfolio..., Insurance, Presentations
Education
State University of New York at Buffalo 2011 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.7
Citi June 2015 - Present
Greatbatch, Inc. December 2014 - May 2015
GEICO June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Skills
Microsoft Office, Finance, Time Management, Microsoft Excel, PowerPoint, Teamwork, Leadership, Data Analysis, Research, Market Access, Financial Analysis, Organizational..., Data Modeling, Financial Modeling, Financial Planning, Trade Finance, Mergers & Acquisitions, Company Valuation, Fixed Income Portfolio..., Insurance, Presentations
Education
State University of New York at Buffalo 2011 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.7
C. Douglas Renick's Merrill Lynch Experience April 2004 - March 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2004 - March 2010
Merrill Lynch June 2001 - March 2004
Merrill Lynch 1999 - 2001
Skills
Wealth Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Financial Advisory, Investment Management, Strategic Financial..., Asset Management, Hedge Funds, Financial Services, Fixed Income, Investments, Retirement, ETFs, FINRA, Financial Planning, Wealth Management...
Education
FINRA 3Year Program at Wharton School 2006 — 2008
College for Financial Planning
CFP
University at Buffalo 1973 — 1975
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2004 - March 2010
Merrill Lynch June 2001 - March 2004
Merrill Lynch 1999 - 2001
Skills
Wealth Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Financial Advisory, Investment Management, Strategic Financial..., Asset Management, Hedge Funds, Financial Services, Fixed Income, Investments, Retirement, ETFs, FINRA, Financial Planning, Wealth Management...
Education
FINRA 3Year Program at Wharton School 2006 — 2008
College for Financial Planning
CFP
University at Buffalo 1973 — 1975
Bachelor's degree, Business Administration and Management, General
Scott Pomerantz Scott Pomerantz's Merrill Lynch Experience January 2000 - August 2001
Job Senior Director of Recruitment at Hudson View Network Inc.
Industry Real Estate
Experience
Hudson View Network Inc. September 2014 - Present
Residential Home Funding January 2013 - April 2014
Neopost New England June 2010 - June 2012
Pitney Bowes 2002 - 2010
Atlantic Business Products May 2002 - September 2003
Merrill Lynch January 2000 - August 2001
Skills
Selling Skills, B2B, Cold Calling, Customer Acquisition, Sales, Contract Negotiation, Negotiation, Mortgage Lending, Real Estate
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Arts, Economcs and Business
Hudson View Network Inc. September 2014 - Present
Residential Home Funding January 2013 - April 2014
Neopost New England June 2010 - June 2012
Pitney Bowes 2002 - 2010
Atlantic Business Products May 2002 - September 2003
Merrill Lynch January 2000 - August 2001
Skills
Selling Skills, B2B, Cold Calling, Customer Acquisition, Sales, Contract Negotiation, Negotiation, Mortgage Lending, Real Estate
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Arts, Economcs and Business
Peter Maltin, CRPC® Peter Maltin, CRPC®'s Merrill Lynch Experience October 1999 - September 2012
Job Maltin Wealth Management, Inc.
Industry Financial Services
Experience
Maltin Wealth Management, Inc. September 2012 - Present
Merrill Lynch October 1999 - September 2012
Skills
Financial Planners, Wealth Management, Investment Management, Asset Protection, Financial Advisory, Investment Advisory, CFOs
Education
University at Albany 1995 — 1999
Bachelor of Science (BS), Finance, Management
Half Hollow Hills 1982 — 1995
Maltin Wealth Management, Inc. September 2012 - Present
Merrill Lynch October 1999 - September 2012
Skills
Financial Planners, Wealth Management, Investment Management, Asset Protection, Financial Advisory, Investment Advisory, CFOs
Education
University at Albany 1995 — 1999
Bachelor of Science (BS), Finance, Management
Half Hollow Hills 1982 — 1995
Andrew Witt Andrew Witt's Merrill Lynch Experience February 2014 - June 2014
Job Apple Technician
Industry Computer Hardware
Experience
Apple October 2014 - Present
City Honors School August 2013 - January 2015
Merrill Lynch February 2014 - June 2014
Skills
Public Speaking, Coaching, Research, Wealth Management, Strategic Financial..., Leadership, Teaching, Investments, Leadership Development
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Science (BS), Ethics
Apple October 2014 - Present
City Honors School August 2013 - January 2015
Merrill Lynch February 2014 - June 2014
Skills
Public Speaking, Coaching, Research, Wealth Management, Strategic Financial..., Leadership, Teaching, Investments, Leadership Development
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Science (BS), Ethics
Robert Schaff's Merrill Lynch Experience July 2005 - May 2007
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
Wells Fargo March 2013 - July 2014
LPL Financial August 2012 - March 2013
LPL Financial January 2011 - August 2012
LPL Financial April 2008 - January 2011
Citi May 2007 - April 2008
Merrill Lynch July 2005 - May 2007
Skills
Securities, Series 7, Series 63, FINRA, Series 24, Investments, Asset Allocation, Series 65, Auditing, HOA, Broker-Dealer, Compliance, Series 4, General Securities..., Brokerage, Financial Analysis, Leadership, Risk Management
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 2003 — 2007
Bachelor of Science, Business Administration, 3.6
Sweet Home High School 1999 — 2003
LPL Financial July 2014 - Present
Wells Fargo March 2013 - July 2014
LPL Financial August 2012 - March 2013
LPL Financial January 2011 - August 2012
LPL Financial April 2008 - January 2011
Citi May 2007 - April 2008
Merrill Lynch July 2005 - May 2007
Skills
Securities, Series 7, Series 63, FINRA, Series 24, Investments, Asset Allocation, Series 65, Auditing, HOA, Broker-Dealer, Compliance, Series 4, General Securities..., Brokerage, Financial Analysis, Leadership, Risk Management
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 2003 — 2007
Bachelor of Science, Business Administration, 3.6
Sweet Home High School 1999 — 2003
Howard Sysler Howard Sysler's Merrill Lynch Experience 1996 - 2008
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America June 1996 - Present
Merrill Lynch 1996 - 2008
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (MBA)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS)
Bank of America June 1996 - Present
Merrill Lynch 1996 - 2008
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (MBA)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS)
Dariush Nazem Dariush Nazem's Merrill Lynch Experience 2005 - 2005
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
Goldman Sachs October 2005 - August 2012
Merrill Lynch 2005 - 2005
Lehman Brothers 2001 - 2004
Skills
Business Strategy, Electronic Trading, Market Structure, Product Development, Equity Trading, New Business Development, Trading Systems, Financial Markets, Program Trading, Direct Market Access, Prime Brokerage, Low Latency
Education
University at Buffalo 1996 — 2001
Bachelor of Business Administration, Information Systems & Computer Science
Yorktown High School
UBS Investment Bank August 2012 - Present
Goldman Sachs October 2005 - August 2012
Merrill Lynch 2005 - 2005
Lehman Brothers 2001 - 2004
Skills
Business Strategy, Electronic Trading, Market Structure, Product Development, Equity Trading, New Business Development, Trading Systems, Financial Markets, Program Trading, Direct Market Access, Prime Brokerage, Low Latency
Education
University at Buffalo 1996 — 2001
Bachelor of Business Administration, Information Systems & Computer Science
Yorktown High School
Jason Brottman's Merrill Lynch Experience August 2007 - April 2010
Job Vice President at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2007 - April 2010
JPMorgan Chase October 2003 - May 2006
Skills
Wealth Management, Asset Allocation, Investments, Equities, Private Banking, Banking, Series 63, Portfolio Management, Strategic Financial..., Fixed Income, Insurance, Retirement Planning, Loans, New Business Development, Series 7, Securities, Credit, Asset Management, Mutual Funds
Education
SUNY Albany 1999 — 2001
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2007 - April 2010
JPMorgan Chase October 2003 - May 2006
Skills
Wealth Management, Asset Allocation, Investments, Equities, Private Banking, Banking, Series 63, Portfolio Management, Strategic Financial..., Fixed Income, Insurance, Retirement Planning, Loans, New Business Development, Series 7, Securities, Credit, Asset Management, Mutual Funds
Education
SUNY Albany 1999 — 2001
Bachelor of Arts (B.A.), Economics
Binoy George Binoy George's Merrill Lynch Experience 2011 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - 2011
IMB Solutions 2009 - 2011
ThinkingWave January 2007 - December 2009
New York Life Insurance Company January 2005 - September 2007
HSBC 2000 - 2005
Queens Recipe Inc., Maharani Restaurants 2000 - 2005
Education
SUNY at Buffalo
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2011 - 2011
IMB Solutions 2009 - 2011
ThinkingWave January 2007 - December 2009
New York Life Insurance Company January 2005 - September 2007
HSBC 2000 - 2005
Queens Recipe Inc., Maharani Restaurants 2000 - 2005
Education
SUNY at Buffalo
Bachelor of Arts (B.A.), Economics
David Sasso's Merrill Lynch Experience 1995 - 1996
Job Senior Vice President, Corporate Development & Investor Relations
Industry Financial Services
Experience
Emergent Capital, Inc. March 2011 - Present
American Capital Ventures 2007 - 2010
Transax 2004 - 2007
MKTG INC 2002 - 2003
KCSA Strategic Communications 2000 - 2002
The Abernathy MacGregor Group 1998 - 2000
Morgen-Walke Associates June 1996 - August 1998
Merrill Lynch 1995 - 1996
Skills
Investor Relations, Corporate Communications, Crisis Communications, Crisis Management, Reputation Management, IPO, Strategic Communications, Media Relations, Strategy, Communication Training, Internal Communications, Mergers & Acquisitions, Public Relations, Social Media, Press Releases, Marketing Communications, Management, Strategic Planning, Marketing, Alternative Investments, Leadership, Strategic Partnerships, Financial Modeling, Investments, Finance
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Arts (B.A.)
Emergent Capital, Inc. March 2011 - Present
American Capital Ventures 2007 - 2010
Transax 2004 - 2007
MKTG INC 2002 - 2003
KCSA Strategic Communications 2000 - 2002
The Abernathy MacGregor Group 1998 - 2000
Morgen-Walke Associates June 1996 - August 1998
Merrill Lynch 1995 - 1996
Skills
Investor Relations, Corporate Communications, Crisis Communications, Crisis Management, Reputation Management, IPO, Strategic Communications, Media Relations, Strategy, Communication Training, Internal Communications, Mergers & Acquisitions, Public Relations, Social Media, Press Releases, Marketing Communications, Management, Strategic Planning, Marketing, Alternative Investments, Leadership, Strategic Partnerships, Financial Modeling, Investments, Finance
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Arts (B.A.)
James Glennon James Glennon's Merrill Lynch Experience November 2012 - September 2014
Job Client Service Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2014 - Present
Merrill Lynch November 2012 - September 2014
University at Buffalo August 2008 - May 2012
Dick's Sporting Goods August 2011 - January 2012
Skills
Microsoft Office, Programming, Mathematics, Access, Microsoft Excel, Series 7, series 66, Microsoft Word
Education
University at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General
Lenox Advisors October 2014 - Present
Merrill Lynch November 2012 - September 2014
University at Buffalo August 2008 - May 2012
Dick's Sporting Goods August 2011 - January 2012
Skills
Microsoft Office, Programming, Mathematics, Access, Microsoft Excel, Series 7, series 66, Microsoft Word
Education
University at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General
Jackie Greiner's Merrill Lynch Experience June 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Bank of America December 2011 - June 2013
Pillar Processing October 2009 - December 2011
Skills
Series 7, Uniform Combined State...
Education
University at Buffalo 2002 — 2006
Bachelor of Arts (BA), Psychology
John F. Kennedy High School 1998 — 2002
Merrill Lynch June 2013 - Present
Bank of America December 2011 - June 2013
Pillar Processing October 2009 - December 2011
Skills
Series 7, Uniform Combined State...
Education
University at Buffalo 2002 — 2006
Bachelor of Arts (BA), Psychology
John F. Kennedy High School 1998 — 2002
Chris DeVincentis's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch Global Wealth & Investment Management
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
Deloitte August 2014 - September 2014
Deloitte August 2011 - August 2014
Deloitte September 2009 - August 2011
Deloitte June 2008 - August 2008
Education
State University of New York at Albany 2005 — 2009
B.S., Accounting, Business
kings park 2002 — 2005
High School
Merrill Lynch September 2014 - Present
Deloitte August 2014 - September 2014
Deloitte August 2011 - August 2014
Deloitte September 2009 - August 2011
Deloitte June 2008 - August 2008
Education
State University of New York at Albany 2005 — 2009
B.S., Accounting, Business
kings park 2002 — 2005
High School
Ivan He Ivan He's Merrill Lynch Experience September 2009 - December 2009
Job Lead Operations Analyst
Industry Financial Services
Experience
EY January 2014 - Present
Brown Brothers Harriman November 2010 - December 2013
Merrill Lynch September 2009 - December 2009
Skills
FATCA, Corporate Actions, Finance, Analysis, Microsoft Excel, Mutual Funds, Securities, Tax, Tax Reporting, Financial Statements, Back Office, Research, Bloomberg, Equities, Global Custody, Bloomberg Terminal, Credit, Spreadsheets, Bank Reconciliation
Education
SUNY at Buffalo 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
EY January 2014 - Present
Brown Brothers Harriman November 2010 - December 2013
Merrill Lynch September 2009 - December 2009
Skills
FATCA, Corporate Actions, Finance, Analysis, Microsoft Excel, Mutual Funds, Securities, Tax, Tax Reporting, Financial Statements, Back Office, Research, Bloomberg, Equities, Global Custody, Bloomberg Terminal, Credit, Spreadsheets, Bank Reconciliation
Education
SUNY at Buffalo 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Gary Wayne Gary Wayne's Merrill Lynch Experience October 1993 - September 1998
Job First Vice President / Financial Advisor/ at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2003 - Present
PaineWebber September 1998 - February 2003
Merrill Lynch October 1993 - September 1998
Smith Barney Shearson January 1986 - October 1993
Skills
Retirement Planning, Wealth Management, Asset Allocation, ETFs, Investment Advisory, Municipal Bonds, Uniform Combined State..., Mutual Funds, Investment Strategies, College Education..., Small Business, Estate Planning, Retirement, Portfolio Management, Investments, Series 7, Securities, Finance, Series 63, Asset Management, Alternative Investments, Financial Services, Bonds, Financial Planning
Education
State University of New York at Buffalo 1982 — 1986
Bachelor of Applied Science (BASc), Economics
Janney Montgomery Scott February 2003 - Present
PaineWebber September 1998 - February 2003
Merrill Lynch October 1993 - September 1998
Smith Barney Shearson January 1986 - October 1993
Skills
Retirement Planning, Wealth Management, Asset Allocation, ETFs, Investment Advisory, Municipal Bonds, Uniform Combined State..., Mutual Funds, Investment Strategies, College Education..., Small Business, Estate Planning, Retirement, Portfolio Management, Investments, Series 7, Securities, Finance, Series 63, Asset Management, Alternative Investments, Financial Services, Bonds, Financial Planning
Education
State University of New York at Buffalo 1982 — 1986
Bachelor of Applied Science (BASc), Economics
Alex Taub Alex Taub's Merrill Lynch Experience December 1998 - June 2009
Job Financial Advisor at Zick Whitted Taub Group, Inc. "An Independent Firm"
Industry Financial Services
Experience
Zick Whitted Taub Group, Inc. "An Independent Firm" June 2009 - Present
Merrill Lynch December 1998 - June 2009
Education
University at Buffalo 1989 — 1993
BA, Legal Studies
North Rockland HS
Zick Whitted Taub Group, Inc. "An Independent Firm" June 2009 - Present
Merrill Lynch December 1998 - June 2009
Education
University at Buffalo 1989 — 1993
BA, Legal Studies
North Rockland HS
Glenn Coffey Glenn Coffey's Merrill Lynch Experience 1984 - 1990
Job Head of construction unit
Industry Construction
Experience
Degnan Design Group, Inc December 2013 - Present
The Handy Irishman February 2011 - December 2013
Chapdelaine & Co. November 2009 - December 2011
Cantor Fitzgerald 2002 - 2004
Merrill Lynch 1984 - 1990
Skills
Fixed Income, Securities, Commodity, Trading, Series 63
Education
University at Albany, SUNY 1980 — 1984
BS, Economics/Computer Science
chaminade hs
Degnan Design Group, Inc December 2013 - Present
The Handy Irishman February 2011 - December 2013
Chapdelaine & Co. November 2009 - December 2011
Cantor Fitzgerald 2002 - 2004
Merrill Lynch 1984 - 1990
Skills
Fixed Income, Securities, Commodity, Trading, Series 63
Education
University at Albany, SUNY 1980 — 1984
BS, Economics/Computer Science
chaminade hs
Intan Angkawidjaja Intan Angkawidjaja's Merrill Lynch Experience 2001 - 2001
Job Business Analyst at GroupM
Industry Marketing and Advertising
Experience
GroupM June 2012 - Present
Lionbridge October 2007 - October 2011
GroupM April 2005 - October 2011
Rare 2010 - 2010
Thomson Reuters 2004 - 2005
JP Morgan Chase April 2002 - November 2003
Merrill Lynch 2001 - 2001
Skills
Analytics, Business Analysis, Project Management, Analysis, Microsoft Office, SharePoint, Microsoft Excel, Social Media
Education
State University of New York at Buffalo 1996 — 1998
MBA, Banking, Corporate, Finance, and Securities Law and International Business, 3.3/4.0
University of Missouri-Columbia 1992 — 1996
BA, Banking, Corporate, Finance, and Securities Law, 3.3/4/0
GroupM June 2012 - Present
Lionbridge October 2007 - October 2011
GroupM April 2005 - October 2011
Rare 2010 - 2010
Thomson Reuters 2004 - 2005
JP Morgan Chase April 2002 - November 2003
Merrill Lynch 2001 - 2001
Skills
Analytics, Business Analysis, Project Management, Analysis, Microsoft Office, SharePoint, Microsoft Excel, Social Media
Education
State University of New York at Buffalo 1996 — 1998
MBA, Banking, Corporate, Finance, and Securities Law and International Business, 3.3/4.0
University of Missouri-Columbia 1992 — 1996
BA, Banking, Corporate, Finance, and Securities Law, 3.3/4/0
Jeffrey Maitles Jeffrey Maitles's Merrill Lynch Experience September 1984 - September 2002
Job Senior Fixed Income Trader at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc September 2010 - Present
Zeus Securities December 2009 - September 2010
Sanders Morris Harris January 2006 - December 2006
Advest, Inc. July 2003 - December 2005
DebtTraders September 2002 - July 2003
Merrill Lynch September 1984 - September 2002
Skills
Fixed Income, Capital Markets, Trading, Securities, Bonds, Certificates of Deposit, Electronic Trading, Financial Markets, Bloomberg, Trading Systems, Investments, High Yield, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Hedge Funds, Financial Services, Series 7, Options, MBS, Equities, Alternative Investments, Derivatives
Education
University at Buffalo 1980 — 1984
B.A., Economics & Computer Science
Newfield High School 1977 — 1980
First Empire Securities, Inc September 2010 - Present
Zeus Securities December 2009 - September 2010
Sanders Morris Harris January 2006 - December 2006
Advest, Inc. July 2003 - December 2005
DebtTraders September 2002 - July 2003
Merrill Lynch September 1984 - September 2002
Skills
Fixed Income, Capital Markets, Trading, Securities, Bonds, Certificates of Deposit, Electronic Trading, Financial Markets, Bloomberg, Trading Systems, Investments, High Yield, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Hedge Funds, Financial Services, Series 7, Options, MBS, Equities, Alternative Investments, Derivatives
Education
University at Buffalo 1980 — 1984
B.A., Economics & Computer Science
Newfield High School 1977 — 1980
Ira Klotzko, Ph.D. Ira Klotzko, Ph.D.'s Merrill Lynch Experience April 2006 - November 2008
Job Irate Solutions, LLC Manager and Founder
Industry Computer Software
Experience
IrateSolutions, LLC. November 2008 - Present
Merrill Lynch April 2006 - November 2008
MarketAxess 2005 - 2007
Cetova 2001 - 2005
GL Associates 2001 - 2005
Glowing Toad Designs 2000 - 2001
Bruker AXS 1999 - 2000
Kratos Analytical 1998 - 1999
Skills
Java, Market Data, Java Enterprise Edition, Distributed Systems, Fixed Income, Business Intelligence, Microsoft SQL Server, SQL, Oracle, ASP.NET, Data Warehousing, Sybase
Education
State University of New York at Albany 1986 — 1996
Doctor of Philosophy (Ph.D.), Physics X-Ray Optics
IrateSolutions, LLC. November 2008 - Present
Merrill Lynch April 2006 - November 2008
MarketAxess 2005 - 2007
Cetova 2001 - 2005
GL Associates 2001 - 2005
Glowing Toad Designs 2000 - 2001
Bruker AXS 1999 - 2000
Kratos Analytical 1998 - 1999
Skills
Java, Market Data, Java Enterprise Edition, Distributed Systems, Fixed Income, Business Intelligence, Microsoft SQL Server, SQL, Oracle, ASP.NET, Data Warehousing, Sybase
Education
State University of New York at Albany 1986 — 1996
Doctor of Philosophy (Ph.D.), Physics X-Ray Optics
Melissa M. Maloney Melissa M. Maloney's Merrill Lynch Experience 1996 - 2006
Job at Omega Settlement Services, Inc.
Industry Legal Services
Experience
Omega Settlement Services, Inc. March 2011 - Present
Wellinghorst & Fronzuto February 2010 - May 2010
Merrill Lynch 1996 - 2006
Fidelity Investments 1998 - 2000
Hertzog, Calamari & Gleason July 1993 - February 1996
Tenzer, Greenblatt, Fallon & Kaplan November 1992 - July 1993
Skills
Notary Public, Equities, Securities, Due Diligence, Securities Regulation
Education
University at Albany, SUNY 1990 — 1992
BA, Political Science/Pre-Law
Omega Settlement Services, Inc. March 2011 - Present
Wellinghorst & Fronzuto February 2010 - May 2010
Merrill Lynch 1996 - 2006
Fidelity Investments 1998 - 2000
Hertzog, Calamari & Gleason July 1993 - February 1996
Tenzer, Greenblatt, Fallon & Kaplan November 1992 - July 1993
Skills
Notary Public, Equities, Securities, Due Diligence, Securities Regulation
Education
University at Albany, SUNY 1990 — 1992
BA, Political Science/Pre-Law
Eldred Richards Eldred Richards's Merrill Lynch Experience March 2013 - Present
Job Service & Response Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2013 - Present
RadioShack October 2011 - December 2011
Organization For International Cooperation May 2011 - August 2011
Inkanyezi July 2010 - November 2010
New York State Small Business Development Center January 2010 - May 2010
Skills
Access, Statistics, Macroeconomics, Research, Market Research, Management, SPSS, Team Building, Editing
Education
State University of New York at Albany 2008 — 2012
B.A., Economics, 3.15
Merrill Lynch March 2013 - Present
RadioShack October 2011 - December 2011
Organization For International Cooperation May 2011 - August 2011
Inkanyezi July 2010 - November 2010
New York State Small Business Development Center January 2010 - May 2010
Skills
Access, Statistics, Macroeconomics, Research, Market Research, Management, SPSS, Team Building, Editing
Education
State University of New York at Albany 2008 — 2012
B.A., Economics, 3.15
Don Plaus, CIMA® Don Plaus, CIMA®'s Merrill Lynch Experience 2005 - 2008
Job Managing Director, South Atlantic Division Executive at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1994 - 1998
Merrill Lynch 1990 - 1998
Education
University at Albany, SUNY 1981 — 1985
BS, Economics, Business Management
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1994 - 1998
Merrill Lynch 1990 - 1998
Education
University at Albany, SUNY 1981 — 1985
BS, Economics, Business Management
Julie Bauch Julie Bauch's Merrill Lynch Experience 2007 - 2009
Job Finance Professional
Industry Financial Services
Experience
BlackRock 2011 - 2013
GMN Partners 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
Merrill Lynch 1999 - 2006
Skills
Corporate Finance, Private Equity, Financial Analysis, Valuation, Investor Reporting, Investments, Strategy, Mergers & Acquisitions, Asset Management, Analysis, Risk Management, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University at Albany, SUNY 1988 — 1992
BS, Major in Accounting, Minor in Business
Oceanside High School 1984 — 1988
BlackRock 2011 - 2013
GMN Partners 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
Merrill Lynch 1999 - 2006
Skills
Corporate Finance, Private Equity, Financial Analysis, Valuation, Investor Reporting, Investments, Strategy, Mergers & Acquisitions, Asset Management, Analysis, Risk Management, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University at Albany, SUNY 1988 — 1992
BS, Major in Accounting, Minor in Business
Oceanside High School 1984 — 1988
Philip Franchini Philip Franchini's Merrill Lynch Experience 1972 - 1988
Job Sales & Merchandising Pro
Industry Retail
Experience
Century May 2011 - Present
Faconnable July 2005 - March 2010
Calvin Clothing Company 1999 - 2002
Nordstrom 1990 - 1998
Merrill Lynch 1972 - 1988
Skills
Microsoft Office
Education
Fairleigh Dickinson University - Teaneck Campus
MBA, Marketing
State University of New York at Albany
Bachelor of Science (BS), Accounting
Century May 2011 - Present
Faconnable July 2005 - March 2010
Calvin Clothing Company 1999 - 2002
Nordstrom 1990 - 1998
Merrill Lynch 1972 - 1988
Skills
Microsoft Office
Education
Fairleigh Dickinson University - Teaneck Campus
MBA, Marketing
State University of New York at Albany
Bachelor of Science (BS), Accounting
Edward Marinucci Edward Marinucci's Merrill Lynch Experience August 2000 - May 2009
Job Managing Partner at ChartHouse Capital
Industry Financial Services
Experience
ChartHouse Capital May 2009 - Present
Merrill Lynch August 2000 - May 2009
Goldman Sachs April 1997 - April 1999
Skills
Strategic Planning, Financial Analysis, Risk Management, Business Strategy, Project Management, Strategic Financial..., Portfolio Management, Banking, New Business Development, Change Management, Asset Managment, Equities, Financial Modeling, Retirement Planning, Wealth Management, Insurance, Business Analysis, Corporate Finance, Negotiation
Education
SUNY at Buffalo 1991 — 1995
Bachelor of Science (B.S.), Finance, Economics
ChartHouse Capital May 2009 - Present
Merrill Lynch August 2000 - May 2009
Goldman Sachs April 1997 - April 1999
Skills
Strategic Planning, Financial Analysis, Risk Management, Business Strategy, Project Management, Strategic Financial..., Portfolio Management, Banking, New Business Development, Change Management, Asset Managment, Equities, Financial Modeling, Retirement Planning, Wealth Management, Insurance, Business Analysis, Corporate Finance, Negotiation
Education
SUNY at Buffalo 1991 — 1995
Bachelor of Science (B.S.), Finance, Economics
Lance Topol Lance Topol's Merrill Lynch Experience October 2009 - November 2012
Job Wholesale Account Executive at Endeavor America Loan Services
Industry Banking
Experience
Endeavor America Loan Services June 2013 - Present
Cabot Lodge Securities October 2012 - June 2013
Merrill Lynch October 2009 - November 2012
Accredited Home Lenders October 2004 - March 2008
Wells Fargo Home Mortgage September 2000 - February 2004
PNC Mortgage June 1998 - September 2000
Skills
Entrepreneurship, Business Strategy, Negotiation, Real Estate, Business Development, FHA financing, Real Estate Financing, Creative Financing, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Finance, Loans, Commercial Lending, Financial Analysis, FHA, Refinance, Credit, USDA, Investment Properties, Investments, FHA Financing
Education
New York Law School 1993 — 1996
Doctor of Law (J.D.), Law
State University of New York at Albany 1989 — 1993
Bachelor's degree, Economics
Endeavor America Loan Services June 2013 - Present
Cabot Lodge Securities October 2012 - June 2013
Merrill Lynch October 2009 - November 2012
Accredited Home Lenders October 2004 - March 2008
Wells Fargo Home Mortgage September 2000 - February 2004
PNC Mortgage June 1998 - September 2000
Skills
Entrepreneurship, Business Strategy, Negotiation, Real Estate, Business Development, FHA financing, Real Estate Financing, Creative Financing, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Finance, Loans, Commercial Lending, Financial Analysis, FHA, Refinance, Credit, USDA, Investment Properties, Investments, FHA Financing
Education
New York Law School 1993 — 1996
Doctor of Law (J.D.), Law
State University of New York at Albany 1989 — 1993
Bachelor's degree, Economics
Joseph Paik Joseph Paik's Merrill Lynch Experience March 2000 - June 2009
Job Licensed Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
James Kranz's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Merrill Lynch July 2010 - June 2012
Merrill Lynch July 2010 - June 2012
Skills
Series 7, Series 66, Thomson One, Wealth Management, Fixed Income, Strategic Financial..., Uniform Combined State..., Financial Planning, Portfolio Management, Mutual Funds, Finance, Securities
Education
University at Buffalo
Merrill Lynch June 2012 - Present
Merrill Lynch July 2010 - June 2012
Merrill Lynch July 2010 - June 2012
Skills
Series 7, Series 66, Thomson One, Wealth Management, Fixed Income, Strategic Financial..., Uniform Combined State..., Financial Planning, Portfolio Management, Mutual Funds, Finance, Securities
Education
University at Buffalo
Andrew Feigelman's Merrill Lynch Experience June 2007 - August 2007
Job Practice Management Specialist at Weill Cornell Medical College
Industry Financial Services
Experience
Weill Cornell Medical College November 2014 - Present
RTech Healthcare Consultants November 2011 - November 2014
Merrill Lynch June 2007 - August 2007
Skills
Finance, Financial Analysis, Microsoft Excel, Data Analysis, Healthcare Consulting, Healthcare Analytics, Analysis, Business Analysis, Access, Microsoft Office, Investments, Insurance, Auditing, Strategic Planning, Financial Reporting, Analytics, Leadership, Management, PowerPoint, Customer Service, Organizational..., Global Health, Global Business..., Marketing, Managerial Finance
Education
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration; Financial Analysis Concentration
Weill Cornell Medical College November 2014 - Present
RTech Healthcare Consultants November 2011 - November 2014
Merrill Lynch June 2007 - August 2007
Skills
Finance, Financial Analysis, Microsoft Excel, Data Analysis, Healthcare Consulting, Healthcare Analytics, Analysis, Business Analysis, Access, Microsoft Office, Investments, Insurance, Auditing, Strategic Planning, Financial Reporting, Analytics, Leadership, Management, PowerPoint, Customer Service, Organizational..., Global Health, Global Business..., Marketing, Managerial Finance
Education
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration; Financial Analysis Concentration
David Lentchner David Lentchner's Merrill Lynch Experience 1985 - 1988
Job Technical Manager at Sentara Healthcare
Industry Hospital & Health Care
Experience
Sentara Healthcare January 2011 - Present
Sentara Healthcare June 2007 - Present
Sentara Healthcare June 2007 - Present
Boy Scotts 2005 - 2011
Bridgeborn December 2005 - January 2007
Metro Information Services October 1995 - October 2005
Keane 1995 - 2005
KMS TEAM 1993 - 1995
Merrill Lynch 1985 - 1988
Education
University at Albany, SUNY 1980 — 1984
University at Albany, SUNY 1980 — 1984
Massapequa High 1976 — 1980
Sentara Healthcare January 2011 - Present
Sentara Healthcare June 2007 - Present
Sentara Healthcare June 2007 - Present
Boy Scotts 2005 - 2011
Bridgeborn December 2005 - January 2007
Metro Information Services October 1995 - October 2005
Keane 1995 - 2005
KMS TEAM 1993 - 1995
Merrill Lynch 1985 - 1988
Education
University at Albany, SUNY 1980 — 1984
University at Albany, SUNY 1980 — 1984
Massapequa High 1976 — 1980
Mark Kostandoff Mark Kostandoff's Merrill Lynch Experience 1998 - 2001
Job Heritage Homes Owner
Industry Building Materials
Experience
Timberpeg 2008 - Present
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Bank of Monteral 1988 - 1996
Skills
Construction Management, Wood, Sustainable Design, Engineered Wood Products, Mitek, Construction, Kitchen & Bath Design, Custom Homes, Investments, Sales, Cabinetry, Construction Drawings, Space Planning, Building Materials, Contract Negotiation, Steel Detailing, Walls, Residential Homes, Flooring, Builders, Interior Architecture, Residential Design, Green Building, Contractors, Renovation, Architectural Design, Materials, Doors, Framing, Carpentry, Granite, Hardwood, Countertops, Strategic Planning, Furniture, AutoCAD, Interior Design, Millwork, Energy Efficiency, Bathrooms, Kitchen Cabinets, Tiles, Timber, Budgets, Submittals, Homebuilding, Architectural Drawings, Restoration
Education
State University of New York at Buffalo 2002 — 2003
University of Toronto - University of Trinity College 1979 — 1983
B.A., International Relations, Economics
Barrie Central Collegiate 1974 — 1979
Timberpeg 2008 - Present
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Bank of Monteral 1988 - 1996
Skills
Construction Management, Wood, Sustainable Design, Engineered Wood Products, Mitek, Construction, Kitchen & Bath Design, Custom Homes, Investments, Sales, Cabinetry, Construction Drawings, Space Planning, Building Materials, Contract Negotiation, Steel Detailing, Walls, Residential Homes, Flooring, Builders, Interior Architecture, Residential Design, Green Building, Contractors, Renovation, Architectural Design, Materials, Doors, Framing, Carpentry, Granite, Hardwood, Countertops, Strategic Planning, Furniture, AutoCAD, Interior Design, Millwork, Energy Efficiency, Bathrooms, Kitchen Cabinets, Tiles, Timber, Budgets, Submittals, Homebuilding, Architectural Drawings, Restoration
Education
State University of New York at Buffalo 2002 — 2003
University of Toronto - University of Trinity College 1979 — 1983
B.A., International Relations, Economics
Barrie Central Collegiate 1974 — 1979
Brian Dietrich Brian Dietrich's Merrill Lynch Experience 1998 - 2008
Job
Industry Financial Services
Experience
BD Technical Consulting April 2010 - Present
Bank of America January 2009 - March 2010
Merrill Lynch 1998 - 2008
DE Shaw January 1996 - December 1998
JB Oxford January 1995 - December 1996
Skills
Financial Analysis, Trading, Options, Wealth Management, SDLC, Project Planning, Enterprise Architecture, IT Strategy, Business Analysis, Vendor Management, Trading Systems, Agile Methodologies, SOA, Software Project..., Asset Allocation, IT Management, Project Portfolio..., Requirements Analysis, Software Development, Risk Management, Business Intelligence, Portfolio Management, Solution Architecture, Agile Project Management, PMO, Integration, Data Warehousing, Financial Services, Analytics, Governance, Business Process..., Business Process
Education
University at Buffalo 1985 — 1989
BA
BD Technical Consulting April 2010 - Present
Bank of America January 2009 - March 2010
Merrill Lynch 1998 - 2008
DE Shaw January 1996 - December 1998
JB Oxford January 1995 - December 1996
Skills
Financial Analysis, Trading, Options, Wealth Management, SDLC, Project Planning, Enterprise Architecture, IT Strategy, Business Analysis, Vendor Management, Trading Systems, Agile Methodologies, SOA, Software Project..., Asset Allocation, IT Management, Project Portfolio..., Requirements Analysis, Software Development, Risk Management, Business Intelligence, Portfolio Management, Solution Architecture, Agile Project Management, PMO, Integration, Data Warehousing, Financial Services, Analytics, Governance, Business Process..., Business Process
Education
University at Buffalo 1985 — 1989
BA
Joseph Miklos Joseph Miklos's Merrill Lynch Experience May 2015 - August 2015
Job Student at University at Albany, SUNY
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Bowline point park June 2011 - August 2014
Skills
Leadership, Teamwork, Social Media, Finance
Education
University at Albany, SUNY 2014 — 2018
Business
Merrill Lynch May 2015 - August 2015
Bowline point park June 2011 - August 2014
Skills
Leadership, Teamwork, Social Media, Finance
Education
University at Albany, SUNY 2014 — 2018
Business
David Appelman, MBA's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
JPMorgan Chase June 2011 - November 2013
JPMorgan Chase May 2010 - June 2011
JPMorgan Chase August 2009 - June 2010
Power Express Mortgage Bankers August 2005 - July 2009
Berkshire Financial Group May 2002 - July 2005
Skills
Sales, Management, Communication Skills, Phone Skills, Interpersonal Skill, Customer Experience, Marketing, Lead Generation, Real Estate Economics, Mortgage Banking, Banking, Business Relationship..., Team Building, Relationship Management, Regulatory Requirements, Compliance, Cash Management, Self-starter, Professional Experience, Finance, Financial Analysis, Financial Risk, Loans, Financial Services
Education
Saint John's University 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 2000 — 2004
Bachelor's degree, Communications
Merrill Lynch November 2013 - Present
JPMorgan Chase June 2011 - November 2013
JPMorgan Chase May 2010 - June 2011
JPMorgan Chase August 2009 - June 2010
Power Express Mortgage Bankers August 2005 - July 2009
Berkshire Financial Group May 2002 - July 2005
Skills
Sales, Management, Communication Skills, Phone Skills, Interpersonal Skill, Customer Experience, Marketing, Lead Generation, Real Estate Economics, Mortgage Banking, Banking, Business Relationship..., Team Building, Relationship Management, Regulatory Requirements, Compliance, Cash Management, Self-starter, Professional Experience, Finance, Financial Analysis, Financial Risk, Loans, Financial Services
Education
Saint John's University 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 2000 — 2004
Bachelor's degree, Communications
Brad Whitted Brad Whitted's Merrill Lynch Experience December 1999 - March 2009
Job Owner, The Zick Whitted Taub Group, Inc.
Industry Investment Management
Experience
The Zick Whitted Taub Group, Inc. March 2009 - Present
Merrill Lynch December 1999 - March 2009
Skills
Retirement Planning, Series 7, Finance, Retirement, Mutual Funds, Fixed Annuities, Bonds, IRAs, Wealth Management..., Portfolio Management, Asset Allocation, 401k Rollovers
Education
University at Albany, SUNY 2007 — 2009
Bachelor of Science, Marketing, Management, & Finance
The Zick Whitted Taub Group, Inc. March 2009 - Present
Merrill Lynch December 1999 - March 2009
Skills
Retirement Planning, Series 7, Finance, Retirement, Mutual Funds, Fixed Annuities, Bonds, IRAs, Wealth Management..., Portfolio Management, Asset Allocation, 401k Rollovers
Education
University at Albany, SUNY 2007 — 2009
Bachelor of Science, Marketing, Management, & Finance
Edgar Rosas Edgar Rosas's Merrill Lynch Experience July 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Lampert Capital Markets January 2013 - June 2013
HFP Capital Markets LLC 2012 - 2012
Skills
Series 7, Series 63, Wealth Management, Equities, Financial Analysis, 401k, Mutual Funds, ETFs
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Lampert Capital Markets January 2013 - June 2013
HFP Capital Markets LLC 2012 - 2012
Skills
Series 7, Series 63, Wealth Management, Equities, Financial Analysis, 401k, Mutual Funds, ETFs
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Nicki Bonin's Merrill Lynch Experience April 2010 - April 2012
Job Senior Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Merrill Lynch April 2010 - April 2012
Banc of America Investments October 2005 - April 2010
Quick & Reilly July 1994 - October 2008
Quick & Reilly 1992 - 1998
Skills
Series 7, Compliance, Risk Management, Series 24, Series 65, Series 63, Series 4, Series 8, Compliance Audits, Quality Auditing, Advertising / Marketing..., Mutual Funds, FINRA, Fixed Income, Alternative Investments, Equities, Wealth Management
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Mercersburg Academy 1984 — 1987
LPL Financial April 2012 - Present
Merrill Lynch April 2010 - April 2012
Banc of America Investments October 2005 - April 2010
Quick & Reilly July 1994 - October 2008
Quick & Reilly 1992 - 1998
Skills
Series 7, Compliance, Risk Management, Series 24, Series 65, Series 63, Series 4, Series 8, Compliance Audits, Quality Auditing, Advertising / Marketing..., Mutual Funds, FINRA, Fixed Income, Alternative Investments, Equities, Wealth Management
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Mercersburg Academy 1984 — 1987
Michael Adesida's Merrill Lynch Experience June 2005 - September 2005
Job Education Specialist at the State University at Albany
Industry Legal Services
Experience
University at Albany November 2012 - Present
Good Shepherd Services September 2011 - December 2012
Albany High School February 2011 - May 2011
University at Albany Career Services January 2011 - May 2011
University at Albany September 2010 - May 2011
Filene's Basement May 2010 - August 2010
Mosholu Montefiore Community Center August 2008 - September 2009
University at Albany August 2007 - May 2008
Bronx School for Law, Government and Justice May 2007 - August 2007
Merrill Lynch June 2005 - September 2005
Skills
Public Speaking, Community Outreach, Training, Program Management, Recruiting, Curriculum Design, Child Welfare, Youth Development, Youth Empowerment, College Applications
Education
State University of New York at Albany 2013 — 2015
Master of Education (M.Ed.), Higher Education/Higher Education Administration
State University of New York at Albany 2007 — 2011
Bachleor of Arts, English
Bronx School for Law, Government and Justice 2003 — 2007
High School Diploma, English, Law, Spanish, History
University at Albany November 2012 - Present
Good Shepherd Services September 2011 - December 2012
Albany High School February 2011 - May 2011
University at Albany Career Services January 2011 - May 2011
University at Albany September 2010 - May 2011
Filene's Basement May 2010 - August 2010
Mosholu Montefiore Community Center August 2008 - September 2009
University at Albany August 2007 - May 2008
Bronx School for Law, Government and Justice May 2007 - August 2007
Merrill Lynch June 2005 - September 2005
Skills
Public Speaking, Community Outreach, Training, Program Management, Recruiting, Curriculum Design, Child Welfare, Youth Development, Youth Empowerment, College Applications
Education
State University of New York at Albany 2013 — 2015
Master of Education (M.Ed.), Higher Education/Higher Education Administration
State University of New York at Albany 2007 — 2011
Bachleor of Arts, English
Bronx School for Law, Government and Justice 2003 — 2007
High School Diploma, English, Law, Spanish, History
Jordan Golan Jordan Golan's Merrill Lynch Experience January 2012 - April 2012
Job Tax Operations Associate at GlobeTax Services Inc.
Industry Financial Services
Experience
GlobeTax March 2014 - Present
Information Technology Services - University at Buffalo January 2011 - May 2013
University at Buffalo January 2012 - May 2012
Merrill Lynch January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Management, Customer Service, Event Management, Event Planning, Budgets, Financial Risk..., Team Leadership, Public Speaking, Fundraising, Time Management, Marketing
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.8
GlobeTax March 2014 - Present
Information Technology Services - University at Buffalo January 2011 - May 2013
University at Buffalo January 2012 - May 2012
Merrill Lynch January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Management, Customer Service, Event Management, Event Planning, Budgets, Financial Risk..., Team Leadership, Public Speaking, Fundraising, Time Management, Marketing
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.8
Thanh Hong Thanh Hong's Merrill Lynch Experience January 2007 - January 2012
Job SVP, IT Head of App Development & Architecture at Cole Real Estate Investments
Industry Financial Services
Experience
VEREIT January 2013 - Present
Cole Real Estate Investments January 2012 - January 2013
Merrill Lynch January 2007 - January 2012
Merrill Lynch October 1996 - January 2007
American Merchandising Co. October 1995 - November 1996
Katz Communications November 1994 - October 1995
Kodak November 1993 - October 1994
Skills
Portfolio Management, Business Intelligence, Wealth Management, IT Strategy, Mutual Funds, SDLC, Vendor Management, Data Warehousing, Business Analysis, Program Management, Risk Management, CRM, Business Process..., Analysis, Project Management, Asset Management, Financial Services, Software Development, Separately Managed..., Strategic Thinking, Unified Managed Accounts, Business Development, Business Strategy, Fixed Income, Relationship Management, Series 7, Investments
Education
State University of New York at Buffalo 1987 — 1991
B.S., Finance and MIS
VEREIT January 2013 - Present
Cole Real Estate Investments January 2012 - January 2013
Merrill Lynch January 2007 - January 2012
Merrill Lynch October 1996 - January 2007
American Merchandising Co. October 1995 - November 1996
Katz Communications November 1994 - October 1995
Kodak November 1993 - October 1994
Skills
Portfolio Management, Business Intelligence, Wealth Management, IT Strategy, Mutual Funds, SDLC, Vendor Management, Data Warehousing, Business Analysis, Program Management, Risk Management, CRM, Business Process..., Analysis, Project Management, Asset Management, Financial Services, Software Development, Separately Managed..., Strategic Thinking, Unified Managed Accounts, Business Development, Business Strategy, Fixed Income, Relationship Management, Series 7, Investments
Education
State University of New York at Buffalo 1987 — 1991
B.S., Finance and MIS
Jason Elias Gonzalez Jason Elias Gonzalez's Merrill Lynch Experience June 2011 - July 2012
Job Director of Expansion & Recruiting at World Financial Group (WFG) An Aegon Company
Industry Financial Services
Experience
World Financial Group (WFG) - An Aegon Company July 2015 - Present
The Tailored Man July 2012 - Present
Merrill Lynch June 2011 - July 2012
Keefe, Bruyette & Woods Inc April 2006 - June 2011
Mortgage World Bankers, Inc•• November 2003 - December 2005
Morgan Stanley September 2002 - November 2003
Skills
FINRA, Compliance, Series 7, Investment Banking, Credit, Series 63, Financial Risk, Electronic Trading, Alternative Investments, Trading Systems, Investments, Hedge Funds, Portfolio Management, Securities, Trading, Mergers & Acquisitions, Options, Derivatives, Equity Research, Bloomberg, Finance, Emerging Markets, Financial Services, Leadership, Fixed Income, Equities, Management, Mutual Funds, Capital Markets, Asset Management, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Private Equity, Microsoft Office
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science, Business Administration
World Financial Group (WFG) - An Aegon Company July 2015 - Present
The Tailored Man July 2012 - Present
Merrill Lynch June 2011 - July 2012
Keefe, Bruyette & Woods Inc April 2006 - June 2011
Mortgage World Bankers, Inc•• November 2003 - December 2005
Morgan Stanley September 2002 - November 2003
Skills
FINRA, Compliance, Series 7, Investment Banking, Credit, Series 63, Financial Risk, Electronic Trading, Alternative Investments, Trading Systems, Investments, Hedge Funds, Portfolio Management, Securities, Trading, Mergers & Acquisitions, Options, Derivatives, Equity Research, Bloomberg, Finance, Emerging Markets, Financial Services, Leadership, Fixed Income, Equities, Management, Mutual Funds, Capital Markets, Asset Management, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Private Equity, Microsoft Office
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science, Business Administration
Alexander Kuch Alexander Kuch's Merrill Lynch Experience June 2004 - August 2004
Job Corporate Underwriting Manager at GEICO
Industry Insurance
Experience
GEICO June 2013 - Present
GEICO November 2008 - June 2013
GEICO April 2007 - November 2008
Best Buy August 2004 - April 2007
Merrill Lynch June 2004 - August 2004
Blockbuster August 2003 - June 2004
Holiday Inn September 2002 - August 2003
Skills
Sales, Underwriting, Property, Customer Experience
Education
University at Buffalo 2006 — 2009
Bachelor of Arts (B.A.), Communication, General, 3.2
GEICO June 2013 - Present
GEICO November 2008 - June 2013
GEICO April 2007 - November 2008
Best Buy August 2004 - April 2007
Merrill Lynch June 2004 - August 2004
Blockbuster August 2003 - June 2004
Holiday Inn September 2002 - August 2003
Skills
Sales, Underwriting, Property, Customer Experience
Education
University at Buffalo 2006 — 2009
Bachelor of Arts (B.A.), Communication, General, 3.2
Deanna Salas's Merrill Lynch Experience March 2007 - December 2009
Job Executive Communications and Design Consultant
Industry Information Technology and Services
Experience
Monkey Bug Design July 2014 - Present
NCR Corporation September 2013 - June 2014
NCR March 2009 - August 2013
Merrill Lynch March 2007 - December 2009
Symbol Technologies November 2002 - March 2006
Viatronix September 2001 - October 2002
Lounge Lizard Worldwide, Inc. Web Design Company & Mobile App Developer June 2000 - August 2001
Intershop Communications June 1999 - June 2000
Applied Visions, Inc. January 1997 - June 1999
Skills
Executive..., Presentation Development, Presentation Design, Presentation Coaching, Multimedia, Video Production, Web Design, Information Architecture, Corporate Branding, Employee Relations, Creative Direction, Creative Services, Strategic Communications, Internal Communications, SharePoint, Photoshop, PowerPoint, Prezi, Graphic Design, Copywriting, Communications Planning, Press Releases, Media Relations, Web Content, Brand Development, Marketing Communications, Blogging, Marketing, Marketing Strategy, Messaging, Content Management, Web Content Management, Corporate Communications, Newsletters, Content Strategy, B2B Marketing, Creative Strategy, Creative Writing, Leadership, Management, Product Marketing, Strategy, Writing, Project Management
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Art: Communication Design
Monkey Bug Design July 2014 - Present
NCR Corporation September 2013 - June 2014
NCR March 2009 - August 2013
Merrill Lynch March 2007 - December 2009
Symbol Technologies November 2002 - March 2006
Viatronix September 2001 - October 2002
Lounge Lizard Worldwide, Inc. Web Design Company & Mobile App Developer June 2000 - August 2001
Intershop Communications June 1999 - June 2000
Applied Visions, Inc. January 1997 - June 1999
Skills
Executive..., Presentation Development, Presentation Design, Presentation Coaching, Multimedia, Video Production, Web Design, Information Architecture, Corporate Branding, Employee Relations, Creative Direction, Creative Services, Strategic Communications, Internal Communications, SharePoint, Photoshop, PowerPoint, Prezi, Graphic Design, Copywriting, Communications Planning, Press Releases, Media Relations, Web Content, Brand Development, Marketing Communications, Blogging, Marketing, Marketing Strategy, Messaging, Content Management, Web Content Management, Corporate Communications, Newsletters, Content Strategy, B2B Marketing, Creative Strategy, Creative Writing, Leadership, Management, Product Marketing, Strategy, Writing, Project Management
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Art: Communication Design
Chikara Takahashi Chikara Takahashi's Merrill Lynch Experience October 2010 - May 2011
Job Aspiring Actuary, Recent Graduate of the University at Buffalo
Industry Financial Services
Experience
Office of Accessibility Resources, University at Buffalo August 2012 - December 2013
Arro-Mark Company, L.L.C. July 2012 - July 2013
Merrill Lynch October 2010 - May 2011
Skills
Microsoft Office, Economics, Japanese, Analysis, Spanish, Windows, Mac OS X, Mathematics, Writing Skills, Research, Matlab, Accounting, Statistics, SPSS, Teamwork, Python, Microsoft Excel, VBA
Education
State University of New York at Buffalo 2011 — 2015
Bachelor’s Degree, B.S. Applied Mathematics, B.A. Economics
University of Oslo (UiO) 2014 — 2014
Mathematics, Norwegian
Bergen County Academies 2007 — 2011
High School Diploma, Academy for Medical Science Technology
Office of Accessibility Resources, University at Buffalo August 2012 - December 2013
Arro-Mark Company, L.L.C. July 2012 - July 2013
Merrill Lynch October 2010 - May 2011
Skills
Microsoft Office, Economics, Japanese, Analysis, Spanish, Windows, Mac OS X, Mathematics, Writing Skills, Research, Matlab, Accounting, Statistics, SPSS, Teamwork, Python, Microsoft Excel, VBA
Education
State University of New York at Buffalo 2011 — 2015
Bachelor’s Degree, B.S. Applied Mathematics, B.A. Economics
University of Oslo (UiO) 2014 — 2014
Mathematics, Norwegian
Bergen County Academies 2007 — 2011
High School Diploma, Academy for Medical Science Technology
Craig Broder Craig Broder's Merrill Lynch Experience November 2005 - September 2008
Job IT Chief Operating Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse September 2008 - July 2015
Credit Suisse September 2008 - July 2014
Merrill Lynch November 2005 - September 2008
JPMorgan Chase September 1996 - November 2005
Coopers & Lybrand September 1991 - August 1996
Skills
Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Prime Brokerage, Auditing, Finance, Trading Systems, Capital Markets, Derivatives, Equities, Risk Management, Strategic Financial..., Analysis
Education
University at Buffalo 1987 — 1991
B.S., Accounting
Credit Suisse July 2015 - Present
Credit Suisse September 2008 - July 2015
Credit Suisse September 2008 - July 2014
Merrill Lynch November 2005 - September 2008
JPMorgan Chase September 1996 - November 2005
Coopers & Lybrand September 1991 - August 1996
Skills
Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Prime Brokerage, Auditing, Finance, Trading Systems, Capital Markets, Derivatives, Equities, Risk Management, Strategic Financial..., Analysis
Education
University at Buffalo 1987 — 1991
B.S., Accounting
Brittany Marchinek's Merrill Lynch Experience June 2008 - January 2009
Job Senior Financial Analyst at Calvin Klein
Industry Retail
Experience
Calvin Klein January 2015 - Present
Coach August 2013 - January 2015
Coach July 2010 - August 2013
SogoTrade, A Division of Genesis Securities November 2009 - July 2010
Pitney Bowes MapInfo September 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Skills
Marketing Strategy, Salesforce.com, Lead Generation, Securities, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, Equities, Technical Analysis, Microsoft Office, Risk Management, Enterprise Software, Email Marketing, Business Development, Retail, Forecasting, CRM, Business Analysis, Process Improvement, Marketing, Analytics, Business Intelligence, SAP, Merchandising, Access, Direct Marketing, E-commerce, Management, Data Analysis
Education
University at Albany, SUNY 2005 — 2009
BA, Finance, Marketing, Economics
Calvin Klein January 2015 - Present
Coach August 2013 - January 2015
Coach July 2010 - August 2013
SogoTrade, A Division of Genesis Securities November 2009 - July 2010
Pitney Bowes MapInfo September 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Skills
Marketing Strategy, Salesforce.com, Lead Generation, Securities, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, Equities, Technical Analysis, Microsoft Office, Risk Management, Enterprise Software, Email Marketing, Business Development, Retail, Forecasting, CRM, Business Analysis, Process Improvement, Marketing, Analytics, Business Intelligence, SAP, Merchandising, Access, Direct Marketing, E-commerce, Management, Data Analysis
Education
University at Albany, SUNY 2005 — 2009
BA, Finance, Marketing, Economics
Geoffrey Cheng's Merrill Lynch Experience August 2006 - May 2008
Job Backend Engineer at TripleLift
Industry Computer Software
Experience
Nomura Securities February 2011 - May 2015
Bank of America Merrill Lynch 2010 - February 2011
dbConcert May 2009 - May 2010
Goldman Sachs June 2008 - May 2009
Merrill Lynch August 2006 - May 2008
ActForex March 2006 - July 2006
Defond 2004 - 2006
NexTag 2002 - 2003
Skills
.NET, Java, Multithreading, SQL Tuning, Web Development, Trading Systems, Agile, Risk, Distributed Systems, XML, JMS, OOP, Software Development, SOA, Architecture, Fixed Income, Trading, Analytics, Electronic Trading, Design Patterns, C#, Optimization, Application Development, Scrum, Scala, Akka, XSD, Hudson, Maven, Bamboo, Nexus, TIBCO EMS, ESB, Spring, IKVM.NET, Extreme Programming, J2EE, AJAX, HTTP, Java Enterprise Edition, Financial Risk, JSP, Sybase, Perl, Agile Methodologies, SQL, Web Services, Management, VBA, Database Design
Education
University of California, Berkeley
Bachelor’s Degree
University of California, Los Angeles
State University of New York at Buffalo 1999 — 2000
Nomura Securities February 2011 - May 2015
Bank of America Merrill Lynch 2010 - February 2011
dbConcert May 2009 - May 2010
Goldman Sachs June 2008 - May 2009
Merrill Lynch August 2006 - May 2008
ActForex March 2006 - July 2006
Defond 2004 - 2006
NexTag 2002 - 2003
Skills
.NET, Java, Multithreading, SQL Tuning, Web Development, Trading Systems, Agile, Risk, Distributed Systems, XML, JMS, OOP, Software Development, SOA, Architecture, Fixed Income, Trading, Analytics, Electronic Trading, Design Patterns, C#, Optimization, Application Development, Scrum, Scala, Akka, XSD, Hudson, Maven, Bamboo, Nexus, TIBCO EMS, ESB, Spring, IKVM.NET, Extreme Programming, J2EE, AJAX, HTTP, Java Enterprise Edition, Financial Risk, JSP, Sybase, Perl, Agile Methodologies, SQL, Web Services, Management, VBA, Database Design
Education
University of California, Berkeley
Bachelor’s Degree
University of California, Los Angeles
State University of New York at Buffalo 1999 — 2000
Jeevan Sunny Jeevan Sunny's Merrill Lynch Experience June 2013 - August 2013
Job Performance Improvement & Technology Consultant, Financial Services Office at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2015 - Present
Capgemini February 2014 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Ernst & Young January 2013 - May 2013
New York State - Office for Technology February 2012 - May 2013
Jefferson Health System, Inc. February 2011 - January 2012
Skills
Systems Analysis, Cloud Computing, Business Analysis, Visio, SharePoint, SQL, Access, HTML, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Windows, Public Speaking, Joomla, Customer Service, Teamwork, C++, English, CSS, JavaScript, Python, Mac OS, MS-DOS, Android, iOS, Symantec Ghost, Cisco Networking, Imaging, CAT 5 Cabling, Financial Modeling, Project Management, Financial Technology, IT Business Strategy, IT Business Management, Valuation, Disk Wiping, Prezi, Business Requirements, Bloomberg, Unix
Education
State University of New York at Albany 2012 — 2014
Bachelor of Science (BS) in Business Administration, Finance, Information Technology Management, Informatics
The National Management School, Chennai, India
Ernst & Young January 2015 - Present
Capgemini February 2014 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Ernst & Young January 2013 - May 2013
New York State - Office for Technology February 2012 - May 2013
Jefferson Health System, Inc. February 2011 - January 2012
Skills
Systems Analysis, Cloud Computing, Business Analysis, Visio, SharePoint, SQL, Access, HTML, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Windows, Public Speaking, Joomla, Customer Service, Teamwork, C++, English, CSS, JavaScript, Python, Mac OS, MS-DOS, Android, iOS, Symantec Ghost, Cisco Networking, Imaging, CAT 5 Cabling, Financial Modeling, Project Management, Financial Technology, IT Business Strategy, IT Business Management, Valuation, Disk Wiping, Prezi, Business Requirements, Bloomberg, Unix
Education
State University of New York at Albany 2012 — 2014
Bachelor of Science (BS) in Business Administration, Finance, Information Technology Management, Informatics
The National Management School, Chennai, India
Jason Reno Jason Reno's Merrill Lynch Experience August 1998 - September 2000
Job
Industry Financial Services
Experience
ECHOtrade LLC October 2006 - June 2009
Merrill Lynch August 1998 - September 2000
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
State University of New York at Albany
Bachelor of Science (BS)
ECHOtrade LLC October 2006 - June 2009
Merrill Lynch August 1998 - September 2000
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
State University of New York at Albany
Bachelor of Science (BS)
Glen Mihal Glen Mihal's Merrill Lynch Experience November 2012 - Present
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Bank of New York Mellon January 2011 - October 2012
Basil Resale Sheridan May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Contract Negotiation, Microsoft Excel, Finance, Social Media, Marketing
Education
SUNY at Buffalo 2006 — 2010
Business Administration, Finance and Marketing, 3.88
Merrill Lynch November 2012 - Present
Bank of New York Mellon January 2011 - October 2012
Basil Resale Sheridan May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Contract Negotiation, Microsoft Excel, Finance, Social Media, Marketing
Education
SUNY at Buffalo 2006 — 2010
Business Administration, Finance and Marketing, 3.88
Matthew O'Connor Matthew O'Connor's Merrill Lynch Experience July 2008 - July 2010
Job Sales Recruiter at Cisco
Industry Human Resources
Experience
Cisco July 2015 - Present
Cisco May 2014 - Present
Cisco Systems June 2012 - May 2014
Cisco Systems September 2010 - June 2012
Merrill Lynch July 2008 - July 2010
Skills
Applicant Tracking..., Recruiting, Technical Recruiting, Onboarding, Talent Acquisition, Sourcing, Internet Recruiting, Human Resources, Benefits Negotiation, Networking, College Recruiting, Training, PeopleSoft, Customer Service, Vendor Management, Outlook, Account Management, Employee Relations, Microsoft Office, Talent Management, Contract Recruitment, Temporary Placement, Executive Search, Interviews, Screening, Management, Hiring, Program Management
Education
State University of New York at Buffalo 2005 — 2007
BS, Psychology/Minor in General Management
Cisco July 2015 - Present
Cisco May 2014 - Present
Cisco Systems June 2012 - May 2014
Cisco Systems September 2010 - June 2012
Merrill Lynch July 2008 - July 2010
Skills
Applicant Tracking..., Recruiting, Technical Recruiting, Onboarding, Talent Acquisition, Sourcing, Internet Recruiting, Human Resources, Benefits Negotiation, Networking, College Recruiting, Training, PeopleSoft, Customer Service, Vendor Management, Outlook, Account Management, Employee Relations, Microsoft Office, Talent Management, Contract Recruitment, Temporary Placement, Executive Search, Interviews, Screening, Management, Hiring, Program Management
Education
State University of New York at Buffalo 2005 — 2007
BS, Psychology/Minor in General Management
Edward Rossetti Edward Rossetti's Merrill Lynch Experience June 2006 - April 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2008 - Present
Merrill Lynch June 2006 - April 2008
Skills
Equities, Prime Brokerage, Fixed Income, Equity Derivatives, Trading Systems, Electronic Trading, Derivatives, Middle Office, Hedge Funds, Bloomberg, Capital Markets, Credit Derivatives, Investment Banking, Settlement, Options, Back Office, Swaps, Corporate Actions, Structured Products, Equity Trading, Market Data, Interest Rate..., Trading, Collateral Management, Quantitative Finance, Bonds, Financial Markets, Securities Lending, Low Latency, Securities, FX Options, Sybase, Emerging Markets, Proprietary Trading, CDS, Market Risk, ETFs, Reference Data, Bloomberg Terminal, Trading Strategies, Hedging, Volatility, Series 7, Commodity
Education
Buffalo State College 2001 — 2005
Bachelor of Science (BS), Computer Science
Mahopac High School
Goldman Sachs April 2008 - Present
Merrill Lynch June 2006 - April 2008
Skills
Equities, Prime Brokerage, Fixed Income, Equity Derivatives, Trading Systems, Electronic Trading, Derivatives, Middle Office, Hedge Funds, Bloomberg, Capital Markets, Credit Derivatives, Investment Banking, Settlement, Options, Back Office, Swaps, Corporate Actions, Structured Products, Equity Trading, Market Data, Interest Rate..., Trading, Collateral Management, Quantitative Finance, Bonds, Financial Markets, Securities Lending, Low Latency, Securities, FX Options, Sybase, Emerging Markets, Proprietary Trading, CDS, Market Risk, ETFs, Reference Data, Bloomberg Terminal, Trading Strategies, Hedging, Volatility, Series 7, Commodity
Education
Buffalo State College 2001 — 2005
Bachelor of Science (BS), Computer Science
Mahopac High School
Dan Hohenberg, CRPC Dan Hohenberg, CRPC's Merrill Lynch Experience January 2007 - June 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Jack Senzon Jack Senzon's Merrill Lynch Experience June 1995 - November 1996
Job Senior Origination Analyst at Macallan Partners LLC
Industry Venture Capital & Private Equity
Experience
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Jim Spangler's Merrill Lynch Experience July 2002 - December 2008
Job Deputy General Auditor at DTCC
Industry Financial Services
Experience
DTCC December 2008 - Present
Merrill Lynch July 2002 - December 2008
Primedia May 1999 - July 2002
JP Morgan February 1996 - May 1999
Citicorp - Audit & Loss Management July 1993 - February 1996
Citibank June 1984 - July 1993
Deloitte Haskins & Sells (now Deloitte & Touche) June 1981 - January 1984
Skills
Internal Audit, Internal Controls, Operational Risk..., Lean Six Sigma, Six Thinking Hats, Project Management, Innovation Management
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting & Management
DTCC December 2008 - Present
Merrill Lynch July 2002 - December 2008
Primedia May 1999 - July 2002
JP Morgan February 1996 - May 1999
Citicorp - Audit & Loss Management July 1993 - February 1996
Citibank June 1984 - July 1993
Deloitte Haskins & Sells (now Deloitte & Touche) June 1981 - January 1984
Skills
Internal Audit, Internal Controls, Operational Risk..., Lean Six Sigma, Six Thinking Hats, Project Management, Innovation Management
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting & Management
Eugene Holzer Eugene Holzer's Merrill Lynch Experience October 1997 - October 1999
Job
Industry Staffing and Recruiting
Experience
Ascendo Resources August 2008 - Present
The Mergis Group August 2007 - August 2008
Robert Half Management Resources August 2004 - August 2007
IBM September 2002 - August 2004
PricewaterhouseCoopers May 2000 - September 2002
Merrill Lynch October 1997 - October 1999
American Express TBS / Goldstein Golub & Kessler CPAs October 1995 - October 1997
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance/Management
University at Albany, SUNY 1991 — 1995
Bachelors, Accounting
Ascendo Resources August 2008 - Present
The Mergis Group August 2007 - August 2008
Robert Half Management Resources August 2004 - August 2007
IBM September 2002 - August 2004
PricewaterhouseCoopers May 2000 - September 2002
Merrill Lynch October 1997 - October 1999
American Express TBS / Goldstein Golub & Kessler CPAs October 1995 - October 1997
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance/Management
University at Albany, SUNY 1991 — 1995
Bachelors, Accounting
Joseph McKenna's Merrill Lynch Experience May 2008 - August 2008
Job Staff Accountant at AVZ
Industry Accounting
Experience
AVZ March 2011 - Present
The Ayco Company, L.P. March 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Strategic Financial..., US GAAP, Internal Controls, Financial Statements, General Ledger, Microsoft Excel, External Audit
Education
State University of New York at Albany
Master of Science, Accounting
State University of New York at Albany
Bachelor of Science, Accounting
AVZ March 2011 - Present
The Ayco Company, L.P. March 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Strategic Financial..., US GAAP, Internal Controls, Financial Statements, General Ledger, Microsoft Excel, External Audit
Education
State University of New York at Albany
Master of Science, Accounting
State University of New York at Albany
Bachelor of Science, Accounting
Jean Christopher Rosario Jean Christopher Rosario's Merrill Lynch Experience January 2008 - June 2008
Job Program Manager, Global Compliance Management Intelligence at HSBC
Industry Banking
Experience
HSBC August 2014 - Present
Deutsche Bank July 2013 - May 2014
Barclays May 2013 - July 2013
Morgan Stanley September 2012 - May 2013
Law Office of David A. Hoines 2009 - 2010
The Law Office of Samuels & Associates 2009 - 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Analysis, Data Analysis, Microsoft Office, Bloomberg, Financial Modeling, Banking, Corporate Finance, Statistics, Microsoft Excel, Market Research, Research, Economics, Business Strategy, PowerPoint, Microsoft Word, Investment Banking, Eviews, Fixed Income, Finance
Education
The University of Birmingham 2010 — 2011
Msc International Economics
The AIP Language Institute, FEDELE, Instituto Cervantes, Valencia, Spain 2008 — 2008
University at Buffalo 2004 — 2008
BA, Economics
University at Buffalo 2004 — 2008
BA, History
HSBC August 2014 - Present
Deutsche Bank July 2013 - May 2014
Barclays May 2013 - July 2013
Morgan Stanley September 2012 - May 2013
Law Office of David A. Hoines 2009 - 2010
The Law Office of Samuels & Associates 2009 - 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Analysis, Data Analysis, Microsoft Office, Bloomberg, Financial Modeling, Banking, Corporate Finance, Statistics, Microsoft Excel, Market Research, Research, Economics, Business Strategy, PowerPoint, Microsoft Word, Investment Banking, Eviews, Fixed Income, Finance
Education
The University of Birmingham 2010 — 2011
Msc International Economics
The AIP Language Institute, FEDELE, Instituto Cervantes, Valencia, Spain 2008 — 2008
University at Buffalo 2004 — 2008
BA, Economics
University at Buffalo 2004 — 2008
BA, History
Jeffrey Weissman Jeffrey Weissman's Merrill Lynch Experience January 1990 - January 2000
Job Senior Vice President of Operations at Morgan Properties
Industry Real Estate
Experience
Morgan Properties December 2014 - Present
The Lynd Company August 2004 - December 2014
The Lynd Company July 2004 - January 2013
UBS January 2000 - July 2003
Merrill Lynch January 1990 - January 2000
RH Macys 1985 - 1990
Skills
Leadership, Apartments, Property Management, Management, Leases, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Rentals, Investment Properties, Real Estate Transactions, Asset Managment, Affordable Housing, Due Diligence, Brokerage, Residential Homes, Contract Negotiation, Budgets, Cross-functional Team..., LIHTC, Lease Administration, Commercial Real Estate, Asset Management, Tenant, Real Estate Financing, Yardi, Property, Acquisitions, Selling, HUD, Fair Housing, Landlords, Condos, Investors, Location Intelligence, Relocation, Market Analysis, Entitlements, Single Family Homes
Education
State University of New York at Buffalo
B.S., Business
Morgan Properties December 2014 - Present
The Lynd Company August 2004 - December 2014
The Lynd Company July 2004 - January 2013
UBS January 2000 - July 2003
Merrill Lynch January 1990 - January 2000
RH Macys 1985 - 1990
Skills
Leadership, Apartments, Property Management, Management, Leases, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Rentals, Investment Properties, Real Estate Transactions, Asset Managment, Affordable Housing, Due Diligence, Brokerage, Residential Homes, Contract Negotiation, Budgets, Cross-functional Team..., LIHTC, Lease Administration, Commercial Real Estate, Asset Management, Tenant, Real Estate Financing, Yardi, Property, Acquisitions, Selling, HUD, Fair Housing, Landlords, Condos, Investors, Location Intelligence, Relocation, Market Analysis, Entitlements, Single Family Homes
Education
State University of New York at Buffalo
B.S., Business
Elizabeth Imperioli Elizabeth Imperioli's Merrill Lynch Experience July 2006 - June 2009
Job Vice President at DB
Industry Financial Services
Experience
Deutsche Bank December 2014 - Present
EY March 2014 - November 2014
Barclays June 2009 - March 2014
Merrill Lynch July 2006 - June 2009
Skills
Hedge Funds, Risk Management, Due Diligence, Fixed Income, Derivatives, Credit Risk, Equities, Prime Brokerage, Financial Modeling, Credit, Capital Markets, Investment Banking, Bloomberg, Credit Analysis, Portfolio Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Science (B.S.), Business Administration concentrated in Finance & Marketing
Deutsche Bank December 2014 - Present
EY March 2014 - November 2014
Barclays June 2009 - March 2014
Merrill Lynch July 2006 - June 2009
Skills
Hedge Funds, Risk Management, Due Diligence, Fixed Income, Derivatives, Credit Risk, Equities, Prime Brokerage, Financial Modeling, Credit, Capital Markets, Investment Banking, Bloomberg, Credit Analysis, Portfolio Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Science (B.S.), Business Administration concentrated in Finance & Marketing
Howard Horowitz's Merrill Lynch Experience October 1994 - June 1996
Job Principal Consultant at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle April 2014 - Present
Adecco Staffing, USA January 2013 - March 2014
Adecco Staffing, USA July 2006 - December 2012
Adecco Staffing, USA November 2004 - July 2006
NPD Group August 2003 - June 2004
Thomson Reuters October 1997 - February 2003
Merrill Lynch October 1994 - June 1996
Lazard Freres & Company August 1993 - October 1994
Skills
Databases, Disaster Recovery, Oracle, Data Warehousing, Data Architecture, Management, Ownership, Microsoft SQL Server, Oracle SQL, PeopleSoft, eBusiness Suite, DBA Manager, Enterprise Architecture, Oracle Enterprise..., High Availability, SQL Tuning, Backup Solutions, Database Monitoring, SDLC, Vendor Management, Project Planning, Outsourcing, Information Technology, Leadership, Third Party Vendor..., Database Administration, Database Design, ITIL, Performance Tuning, Oracle E-Business Suite, Data Migration, Data Center, Business Intelligence, Team Leadership, IT Operations, Data Modeling, IT Management, Integration, AIX, IT Strategy, Training, ERP, Business Analysis, Unix Shell Scripting, Requirements Analysis, Unix, PL/SQL, sybase, MySQL
Education
State University of New York at Buffalo 1989 — 1993
BA, Economics and Business
Oracle April 2014 - Present
Adecco Staffing, USA January 2013 - March 2014
Adecco Staffing, USA July 2006 - December 2012
Adecco Staffing, USA November 2004 - July 2006
NPD Group August 2003 - June 2004
Thomson Reuters October 1997 - February 2003
Merrill Lynch October 1994 - June 1996
Lazard Freres & Company August 1993 - October 1994
Skills
Databases, Disaster Recovery, Oracle, Data Warehousing, Data Architecture, Management, Ownership, Microsoft SQL Server, Oracle SQL, PeopleSoft, eBusiness Suite, DBA Manager, Enterprise Architecture, Oracle Enterprise..., High Availability, SQL Tuning, Backup Solutions, Database Monitoring, SDLC, Vendor Management, Project Planning, Outsourcing, Information Technology, Leadership, Third Party Vendor..., Database Administration, Database Design, ITIL, Performance Tuning, Oracle E-Business Suite, Data Migration, Data Center, Business Intelligence, Team Leadership, IT Operations, Data Modeling, IT Management, Integration, AIX, IT Strategy, Training, ERP, Business Analysis, Unix Shell Scripting, Requirements Analysis, Unix, PL/SQL, sybase, MySQL
Education
State University of New York at Buffalo 1989 — 1993
BA, Economics and Business
Wendy Willard Wendy Willard's Merrill Lynch Experience June 2002 - Present
Job VP/Sr Compliance Testing Specialist
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
John Pastore's Merrill Lynch Experience September 2012 - February 2013
Job Graduate Student I Real Estate Development I Commercial Real Estate
Industry Real Estate
Experience
inLighten June 2013 - August 2015
Merrill Lynch September 2012 - February 2013
Bank of America March 2011 - October 2012
Bank of America January 2010 - March 2011
Bank of America December 2009 - April 2010
Bank of America June 2009 - November 2009
Skills
Mortgage Servicing, Digital Media, Default, Finance, Loan Modifications, Loans, Real Estate, Sales, Management, Mortgage Lending, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Banking, Risk Management, Customer Service, Leadership, Microsoft Office
Education
University at Buffalo 2015 — 2016
MS Architecture, Real Estate Development
University at Buffalo 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AIP Language Institute, Valencia 2006 — 2007
Language, Culture, Film
inLighten June 2013 - August 2015
Merrill Lynch September 2012 - February 2013
Bank of America March 2011 - October 2012
Bank of America January 2010 - March 2011
Bank of America December 2009 - April 2010
Bank of America June 2009 - November 2009
Skills
Mortgage Servicing, Digital Media, Default, Finance, Loan Modifications, Loans, Real Estate, Sales, Management, Mortgage Lending, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Banking, Risk Management, Customer Service, Leadership, Microsoft Office
Education
University at Buffalo 2015 — 2016
MS Architecture, Real Estate Development
University at Buffalo 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AIP Language Institute, Valencia 2006 — 2007
Language, Culture, Film
Julie Watts's Merrill Lynch Experience 1994 - 1997
Job Implementation Manager at Kurtosys Systems
Industry Financial Services
Experience
Kurtosys Systems January 2013 - Present
Thomson Reuters January 2009 - January 2013
Thomson Reuters December 1997 - January 2009
Merrill Lynch 1994 - 1997
Skills
Product Management, Business Analysis, IT Operations, Financial Markets, Program Management, Integration, Project Management, Reference Data, Market Data, Financial Data, Team Building, Agile Methodologies, CRM, PMO, Quality Assurance, Training, Leadership, Management, Enterprise Architecture, Analytics, Scrum, Cross-functional Team..., SDLC, Electronic Trading, Software Project..., Agile Project Management, Databases, Software Development
Education
State University of New York at Buffalo 1987 — 1993
BA, Ed.M., BA in English, Ed.M. in English Education
Niskayuna High School
Kurtosys Systems January 2013 - Present
Thomson Reuters January 2009 - January 2013
Thomson Reuters December 1997 - January 2009
Merrill Lynch 1994 - 1997
Skills
Product Management, Business Analysis, IT Operations, Financial Markets, Program Management, Integration, Project Management, Reference Data, Market Data, Financial Data, Team Building, Agile Methodologies, CRM, PMO, Quality Assurance, Training, Leadership, Management, Enterprise Architecture, Analytics, Scrum, Cross-functional Team..., SDLC, Electronic Trading, Software Project..., Agile Project Management, Databases, Software Development
Education
State University of New York at Buffalo 1987 — 1993
BA, Ed.M., BA in English, Ed.M. in English Education
Niskayuna High School
Shanigay White's Merrill Lynch Experience February 2007 - February 2010
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Marios Poliviou's Merrill Lynch Experience February 2012 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
AIG 2001 - 2005
AIG Technologies 2000 - 2005
Skills
Solaris, AIX, ITIL, Data Center, VMware, Disaster Recovery, SQL, Linux, Autosys, Windows, Systems Management, Unix Shell Scripting
Education
University at Albany, SUNY 1987 — 1991
Merrill Lynch February 2012 - Present
AIG 2001 - 2005
AIG Technologies 2000 - 2005
Skills
Solaris, AIX, ITIL, Data Center, VMware, Disaster Recovery, SQL, Linux, Autosys, Windows, Systems Management, Unix Shell Scripting
Education
University at Albany, SUNY 1987 — 1991
Pat Beckwith's Merrill Lynch Experience September 1994 - September 1999
Job IT Disposition Leader at GE Capital
Industry Financial Services
Experience
GE Capital July 2012 - Present
GE Retail Finance & Restructuring Operations October 2010 - Present
GE Retail Finance September 1999 - November 2010
Merrill Lynch September 1994 - September 1999
Merrill Lynch March 1993 - September 1994
Skills
IT Management, Change Management, Vendor Management, Management, Software Documentation, Project Management, Risk Management, Process Improvement, Business Analysis, PMO, Project Portfolio..., Infrastructure, IT Strategy, Mergers & Acquisitions, Governance, Six Sigma, Cross-functional Team..., ITIL, Program Management, SDLC, Portfolio Management, Integration, Business Process..., Software Project..., Enterprise Software, Financial Services, Data Analysis, Outsourcing, Leadership
Education
State University of New York at Albany
GE Capital July 2012 - Present
GE Retail Finance & Restructuring Operations October 2010 - Present
GE Retail Finance September 1999 - November 2010
Merrill Lynch September 1994 - September 1999
Merrill Lynch March 1993 - September 1994
Skills
IT Management, Change Management, Vendor Management, Management, Software Documentation, Project Management, Risk Management, Process Improvement, Business Analysis, PMO, Project Portfolio..., Infrastructure, IT Strategy, Mergers & Acquisitions, Governance, Six Sigma, Cross-functional Team..., ITIL, Program Management, SDLC, Portfolio Management, Integration, Business Process..., Software Project..., Enterprise Software, Financial Services, Data Analysis, Outsourcing, Leadership
Education
State University of New York at Albany
Kevin Valcarcel's Merrill Lynch Experience June 2004 - October 2007
Job Product Controller at SECOR Asset Management
Industry Financial Services
Experience
SECOR Asset Management February 2014 - Present
Merrill Lynch June 2004 - October 2007
Education
University at Albany, SUNY
SECOR Asset Management February 2014 - Present
Merrill Lynch June 2004 - October 2007
Education
University at Albany, SUNY
Michael Welby's Merrill Lynch Experience 1996 - 2001
Job Program Director at Xerox
Industry Outsourcing/Offshoring
Experience
Xerox 2014 - Present
Xerox January 2009 - 2013
Xerox Inc./ACS October 2001 - December 2008
Merrill Lynch 1996 - 2001
Skills
Requirements Analysis, Process Engineering, Benefits, Customer Relations, Project Planning, Project Management, MS Project, User Acceptance Testing, Test Planning, Employee Benefits, Customer Service, Management, Business Requirements, SDLC, Software Project..., Process Improvement, Software Documentation, Vendor Management, Business Analysis
Education
State University of New York at Albany 1985 — 1989
B.S., Business Administration
Xerox 2014 - Present
Xerox January 2009 - 2013
Xerox Inc./ACS October 2001 - December 2008
Merrill Lynch 1996 - 2001
Skills
Requirements Analysis, Process Engineering, Benefits, Customer Relations, Project Planning, Project Management, MS Project, User Acceptance Testing, Test Planning, Employee Benefits, Customer Service, Management, Business Requirements, SDLC, Software Project..., Process Improvement, Software Documentation, Vendor Management, Business Analysis
Education
State University of New York at Albany 1985 — 1989
B.S., Business Administration
Bruce Burstein's Merrill Lynch Experience June 1999 - January 2011
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 1999 - January 2011
PricewaterhouseCoopers 1995 - 1999
Skills
Reference Data, SDLC, Data Quality, Data Governance, PMP, Basel II, Project Management, SOA, Master Data Management, Capital Markets, IT Strategy, Prime Brokerage, Vendor Management, Risk Management, Fixed Income, PMO, Strategy, Middle Office, Financial Services, Market Data, Financial Risk, Portfolio Management, Trading Systems, Sybase, Electronic Trading, Derivatives, Equity Derivatives, Securities, Credit Derivatives, Equities, Investment Banking, Swaps, Collateral Management, Securities Lending, Interest Rate...
Education
University at Albany, SUNY 1983 — 1985
MBA, MIS
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 1999 - January 2011
PricewaterhouseCoopers 1995 - 1999
Skills
Reference Data, SDLC, Data Quality, Data Governance, PMP, Basel II, Project Management, SOA, Master Data Management, Capital Markets, IT Strategy, Prime Brokerage, Vendor Management, Risk Management, Fixed Income, PMO, Strategy, Middle Office, Financial Services, Market Data, Financial Risk, Portfolio Management, Trading Systems, Sybase, Electronic Trading, Derivatives, Equity Derivatives, Securities, Credit Derivatives, Equities, Investment Banking, Swaps, Collateral Management, Securities Lending, Interest Rate...
Education
University at Albany, SUNY 1983 — 1985
MBA, MIS
Jen Arena's Merrill Lynch Experience May 1999 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1999 - Present
Education
University at Albany, SUNY 1995 — 1999
Merrill Lynch May 1999 - Present
Education
University at Albany, SUNY 1995 — 1999
Igor Kogan's Merrill Lynch Experience August 2004 - May 2006
Job Support Manager at Citco
Industry Financial Services
Experience
Citco Fund Services August 2014 - Present
IHP Group April 2012 - Present
TPG-Axon Capital April 2007 - March 2012
Richard Fleischman & Associates June 2006 - April 2007
Merrill Lynch August 2004 - May 2006
SUNY at Buffalo May 2002 - July 2004
University October 1998 - May 2002
Buffalo Museum of Science May 1999 - December 2001
Skills
Information Security, Disaster Recovery, Data Center, Market Data, Trading Systems, Hedge Funds, VMware, Equities, Active Directory, Electronic Trading, Asset Managment, Bloomberg, Windows Server, Virtualization, Business Analysis, ITIL, Cloud Computing, Microsoft SQL Server, Vendor Management, SSIS, Investment Banking, SharePoint, Fixed Income, Equity Derivatives, Asset Management, Governance, IT Operations, Integration, Microsoft Technologies, Security, Servers, SaaS
Education
University at Buffalo 1998 — 2004
BA, Political Science
Stuyvesant High School
Graduate
Citco Fund Services August 2014 - Present
IHP Group April 2012 - Present
TPG-Axon Capital April 2007 - March 2012
Richard Fleischman & Associates June 2006 - April 2007
Merrill Lynch August 2004 - May 2006
SUNY at Buffalo May 2002 - July 2004
University October 1998 - May 2002
Buffalo Museum of Science May 1999 - December 2001
Skills
Information Security, Disaster Recovery, Data Center, Market Data, Trading Systems, Hedge Funds, VMware, Equities, Active Directory, Electronic Trading, Asset Managment, Bloomberg, Windows Server, Virtualization, Business Analysis, ITIL, Cloud Computing, Microsoft SQL Server, Vendor Management, SSIS, Investment Banking, SharePoint, Fixed Income, Equity Derivatives, Asset Management, Governance, IT Operations, Integration, Microsoft Technologies, Security, Servers, SaaS
Education
University at Buffalo 1998 — 2004
BA, Political Science
Stuyvesant High School
Graduate
N. Winston Sibblies's Merrill Lynch Experience 1994 - 1995
Job Associate Director at Starwood Hotels & Resorts
Industry Hospitality
Experience
Starwood Hotels & Resorts 2006 - Present
Thomson Financial 2003 - 2006
CSC (Computer Sciences Corporation) 2001 - 2003
SunGard (Infinity Financial Technology) 1997 - 2001
Constellation Brands (Canandaigua Wine Company) 1996 - 1997
Merrill Lynch 1994 - 1995
Skills
Hyperion, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Budgeting, P&L Management, Capital Budgeting, Analysis, Financial Management, Strategic Planning, Financial Planning
Education
State University of New York at Albany 1992 — 1994
Master of Business Administration (MBA), Finance, Management Information Systems
State University of New York at Albany 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Finance
Starwood Hotels & Resorts 2006 - Present
Thomson Financial 2003 - 2006
CSC (Computer Sciences Corporation) 2001 - 2003
SunGard (Infinity Financial Technology) 1997 - 2001
Constellation Brands (Canandaigua Wine Company) 1996 - 1997
Merrill Lynch 1994 - 1995
Skills
Hyperion, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Budgeting, P&L Management, Capital Budgeting, Analysis, Financial Management, Strategic Planning, Financial Planning
Education
State University of New York at Albany 1992 — 1994
Master of Business Administration (MBA), Finance, Management Information Systems
State University of New York at Albany 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Finance
Charles Dietz's Merrill Lynch Experience September 1990 - February 1994
Job Head of Synthetic Equity Trading at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Gleacher & Co. September 2012 - May 2013
UBS Investment Bank January 1994 - October 2008
Merrill Lynch September 1990 - February 1994
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Financial Markets, Investment Banking, Equities, Derivatives, Trading, Electronic Trading, Equity Derivatives, Fixed Income, Swaps, Equity Trading, Structured Products, Trading Systems, Bloomberg, Credit Derivatives, Capital Markets, Options
Education
University at Albany, SUNY 1986 — 1990
Wells Fargo August 2013 - Present
Gleacher & Co. September 2012 - May 2013
UBS Investment Bank January 1994 - October 2008
Merrill Lynch September 1990 - February 1994
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Financial Markets, Investment Banking, Equities, Derivatives, Trading, Electronic Trading, Equity Derivatives, Fixed Income, Swaps, Equity Trading, Structured Products, Trading Systems, Bloomberg, Credit Derivatives, Capital Markets, Options
Education
University at Albany, SUNY 1986 — 1990
Asghar Hasnain's Merrill Lynch Experience August 2007 - January 2008
Job Senior Quant, VP at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets August 2015 - Present
Mizuho Bank March 2014 - August 2015
CLS Group. March 2013 - February 2014
Deloitte January 2012 - March 2013
Goldman Sachs March 2008 - January 2012
HedgeServ January 2008 - March 2008
Merrill Lynch August 2007 - January 2008
Merrill Lynch January 2006 - August 2007
State University of New York at Buffalo 2004 - 2006
Skills
Quantitative Finance, Fixed Income, Market Risk, Quantitative Analytics, Structured Products, Interest Rate..., Credit Risk, Financial Risk, Credit Derivatives, Financial Engineering, Counterparty Risk, Equities, Options, Time Series Analysis, Hedge Funds, Securitization, Derivatives, Capital Markets, Trading Systems, FX Options, Commodity
Education
Certification in Quantitative Finance 2010 — 2010
CQF, Quantitative Finance course by Paul Wilmott
State University of New York at Buffalo 2004 — 2006
Master of Science (MS), Electrical, Electronics and Communications Engineering
HSBC Global Banking and Markets August 2015 - Present
Mizuho Bank March 2014 - August 2015
CLS Group. March 2013 - February 2014
Deloitte January 2012 - March 2013
Goldman Sachs March 2008 - January 2012
HedgeServ January 2008 - March 2008
Merrill Lynch August 2007 - January 2008
Merrill Lynch January 2006 - August 2007
State University of New York at Buffalo 2004 - 2006
Skills
Quantitative Finance, Fixed Income, Market Risk, Quantitative Analytics, Structured Products, Interest Rate..., Credit Risk, Financial Risk, Credit Derivatives, Financial Engineering, Counterparty Risk, Equities, Options, Time Series Analysis, Hedge Funds, Securitization, Derivatives, Capital Markets, Trading Systems, FX Options, Commodity
Education
Certification in Quantitative Finance 2010 — 2010
CQF, Quantitative Finance course by Paul Wilmott
State University of New York at Buffalo 2004 — 2006
Master of Science (MS), Electrical, Electronics and Communications Engineering
Craig Farbman's Merrill Lynch Experience Vice President - Product ManagementThe Bank of New York1997 - 2006
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Vice President - Product ManagementThe Bank of New York1997 - 2006
Citigroup / Citibank 1995 - 1997
Skills
Banking, Project management, Data analysis, Financial Services, Cash Management, Internet Banking, Business Analysis, Treasury Management, Relationship Management, Payments, Payment Systems, Electronic Payments, Series 7, Treasury Services, Securities, FX Options, Commercial Banking
Education
University at Albany, SUNY
Merrill Lynch Vice President - Product ManagementThe Bank of New York1997 - 2006
Citigroup / Citibank 1995 - 1997
Skills
Banking, Project management, Data analysis, Financial Services, Cash Management, Internet Banking, Business Analysis, Treasury Management, Relationship Management, Payments, Payment Systems, Electronic Payments, Series 7, Treasury Services, Securities, FX Options, Commercial Banking
Education
University at Albany, SUNY
Joelle Stockslager's Merrill Lynch Experience November 2004 - January 2005
Job Corporate Executive Management Communications
Industry Financial Services
Experience
Guardian Life April 2013 - Present
Multiple Companies August 2007 - April 2013
UBS Wealth Management February 2001 - July 2007
UBS Wealth Management March 2005 - February 2007
Merrill Lynch November 2004 - January 2005
UBS Wealth Management August 2004 - November 2004
UBS Wealth Management November 2003 - August 2004
UBS Wealth Management July 2002 - November 2003
UBS Wealth Management February 2001 - July 2002
Skills
Project Management, Budget Process, Governance, Strategic Communications, Presentation Development, Presentations, Business Relationship..., Business Analysis, Resource Allocation, Project Planning, Business Process..., PMO set-up, Matrix Management, Financial Reporting, PowerPoint, Portfolio Management, SDLC, Wealth Management, Vendor Management, Financial Services, MS Project, Process Improvement
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science (B.S.), Business Administration
Guardian Life April 2013 - Present
Multiple Companies August 2007 - April 2013
UBS Wealth Management February 2001 - July 2007
UBS Wealth Management March 2005 - February 2007
Merrill Lynch November 2004 - January 2005
UBS Wealth Management August 2004 - November 2004
UBS Wealth Management November 2003 - August 2004
UBS Wealth Management July 2002 - November 2003
UBS Wealth Management February 2001 - July 2002
Skills
Project Management, Budget Process, Governance, Strategic Communications, Presentation Development, Presentations, Business Relationship..., Business Analysis, Resource Allocation, Project Planning, Business Process..., PMO set-up, Matrix Management, Financial Reporting, PowerPoint, Portfolio Management, SDLC, Wealth Management, Vendor Management, Financial Services, MS Project, Process Improvement
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science (B.S.), Business Administration
Jason Pawliczak's Merrill Lynch Experience July 2006 - Present
Job SVP, Bank of America, Technology Infrastructure Vendor Management
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
Skills
Vendor Management, Risk Management, Financial Services, Outsourcing, Banking, Portfolio Management, IT Strategy
Education
State University of New York at Albany 1995 — 1999
BA
Merrill Lynch July 2006 - Present
Skills
Vendor Management, Risk Management, Financial Services, Outsourcing, Banking, Portfolio Management, IT Strategy
Education
State University of New York at Albany 1995 — 1999
BA
Joseph Castiglie's Merrill Lynch Experience March 2014 - Present
Job Financial Analyst at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch March 2014 - Present
Skills
Equities, Derivatives, Hedge Funds, Series 7, Series 63, Pension Funds
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science, Finance & Mangement
Chaminade High School 2000 — 2004
Merrill Lynch March 2014 - Present
Skills
Equities, Derivatives, Hedge Funds, Series 7, Series 63, Pension Funds
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science, Finance & Mangement
Chaminade High School 2000 — 2004
Brian Lowenthal's Merrill Lynch Experience March 2004 - September 2007
Job Senior Vice President at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management October 2014 - Present
Wealth and Investment Management at Barclays October 2007 - October 2014
Lehman Brothers October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management April 1999 - February 2004
Education
University at Buffalo
UBS Private Wealth Management October 2014 - Present
Wealth and Investment Management at Barclays October 2007 - October 2014
Lehman Brothers October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management April 1999 - February 2004
Education
University at Buffalo
Bryan Lynskey's Merrill Lynch Experience July 2003 - March 2005
Job Personal Banker, Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Commonwealth Bank of Australia March 2006 - December 2014
Lehman Brothers March 2005 - March 2006
Merrill Lynch July 2003 - March 2005
Republic National Bank March 1996 - June 2003
National Westminster Bank August 1993 - March 1996
Skills
FX, Trading, FX trading, Electronic Trading, Financial Markets, FX Options, Currency, Hedge Funds, Bloomberg, Capital Markets, FX Trading, Equities, Finance, Fixed Income, Foreign Exchange, Derivatives, Risk Management, Options, Trading Strategies, Trading Systems
Education
State University of New York at Albany 1985 — 1989
BS, Business
Xaverian High School 1981 — 1985
Bank of America June 2015 - Present
Commonwealth Bank of Australia March 2006 - December 2014
Lehman Brothers March 2005 - March 2006
Merrill Lynch July 2003 - March 2005
Republic National Bank March 1996 - June 2003
National Westminster Bank August 1993 - March 1996
Skills
FX, Trading, FX trading, Electronic Trading, Financial Markets, FX Options, Currency, Hedge Funds, Bloomberg, Capital Markets, FX Trading, Equities, Finance, Fixed Income, Foreign Exchange, Derivatives, Risk Management, Options, Trading Strategies, Trading Systems
Education
State University of New York at Albany 1985 — 1989
BS, Business
Xaverian High School 1981 — 1985
Jerome Greene Jr.'s Merrill Lynch Experience November 2008 - Present
Job Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch November 2008 - Present
Banc of America Securities 1996 - 2008
Smith Barney 1992 - 1996
Education
University at Buffalo
Merrill Lynch November 2008 - Present
Banc of America Securities 1996 - 2008
Smith Barney 1992 - 1996
Education
University at Buffalo
Kamer Deborah's Merrill Lynch Experience January 1997 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Laventhol & Horwath 1987 - 1990
Skills
Account Management, Accounting, Asset Allocation, Auditing, Budgets, Business Development, Business Strategy, Cash Flow, Due Diligence, Customer Service
Education
University at Buffalo 1983 — 1987
Merrill Lynch January 1997 - Present
Laventhol & Horwath 1987 - 1990
Skills
Account Management, Accounting, Asset Allocation, Auditing, Budgets, Business Development, Business Strategy, Cash Flow, Due Diligence, Customer Service
Education
University at Buffalo 1983 — 1987
Jonathan Millman's Merrill Lynch Experience January 2007 - May 2012
Job Vice President Investments | Senior Financial Advisor | PIM Portfolio Manager | Millman Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Merrill Lynch January 2007 - May 2012
Morgan Stanley Investment Management February 1999 - January 2007
Skills
Technical Analysis, Municipal Bonds, Fixed Income Analysis, Retirement Planning, Qualified Retirement..., College Education..., Business Transition, Multi-generational..., Fixed Income Portfolio..., Portfolio Performance..., Wealth Accumulation..., Investment Strategies, Equity Trading, Equities
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Business, English
Wells Fargo Advisors May 2012 - Present
Merrill Lynch January 2007 - May 2012
Morgan Stanley Investment Management February 1999 - January 2007
Skills
Technical Analysis, Municipal Bonds, Fixed Income Analysis, Retirement Planning, Qualified Retirement..., College Education..., Business Transition, Multi-generational..., Fixed Income Portfolio..., Portfolio Performance..., Wealth Accumulation..., Investment Strategies, Equity Trading, Equities
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Business, English
Gina Bondi's Merrill Lynch Experience 1995 - 1997
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
UBS Investment Bank June 2012 - March 2015
UBS March 2006 - June 2012
General Re Financial Products Corporation December 1997 - March 2006
Merrill Lynch 1995 - 1997
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Capital Markets, Equity Derivatives, Prime Brokerage, Swaps, Interest Rate..., Operational Risk, Operational Risk..., Risk Management
Education
State University of New York at Albany 1988 — 1992
UBS Investment Bank March 2015 - Present
UBS Investment Bank June 2012 - March 2015
UBS March 2006 - June 2012
General Re Financial Products Corporation December 1997 - March 2006
Merrill Lynch 1995 - 1997
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Capital Markets, Equity Derivatives, Prime Brokerage, Swaps, Interest Rate..., Operational Risk, Operational Risk..., Risk Management
Education
State University of New York at Albany 1988 — 1992
Paul Ranieri's Merrill Lynch Experience October 2008 - October 2009
Job Vice President Regional Head Treasury Ops US at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Brian Korner's Merrill Lynch Experience July 1999 - February 2001
Job SVP at Belcorso Jewelry Manufacturing
Industry Apparel & Fashion
Experience
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Florry Brenner's Merrill Lynch Experience June 2009 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Merrill Lynch February 2007 - December 2009
Merrill Lynch April 2005 - February 2007
The Matlen Silver Group 2004 - 2005
Michael F. Yates & Co. April 1997 - December 2004
AGS Information Services April 1984 - December 1989
AT&T April 1982 - April 1984
Verizon July 1979 - April 1982
Skills
Risk Management, Equities, Business Analysis, Vendor Management, SDLC, Testing, PMO, Software Project..., Requirements Analysis, Visio, Requirements Gathering, Portfolio Management, Trading Systems, Fixed Income
Education
University at Albany, SUNY
B.S., Mathematics
Merrill Lynch June 2009 - Present
Merrill Lynch February 2007 - December 2009
Merrill Lynch April 2005 - February 2007
The Matlen Silver Group 2004 - 2005
Michael F. Yates & Co. April 1997 - December 2004
AGS Information Services April 1984 - December 1989
AT&T April 1982 - April 1984
Verizon July 1979 - April 1982
Skills
Risk Management, Equities, Business Analysis, Vendor Management, SDLC, Testing, PMO, Software Project..., Requirements Analysis, Visio, Requirements Gathering, Portfolio Management, Trading Systems, Fixed Income
Education
University at Albany, SUNY
B.S., Mathematics
Howard Brezak's Merrill Lynch Experience May 2007 - August 2012
Job VP, Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Megan Werbeck's Merrill Lynch Experience November 2007 - June 2008
Job Vice President at Gerson Lehrman Group
Industry Financial Services
Experience
Gerson Lehrman Group July 2008 - Present
Merrill Lynch November 2007 - June 2008
Merrill Lynch October 2005 - November 2007
Ernst & Young October 2002 - October 2005
Skills
Market Research, Competitive Analysis, Strategic Planning, Superior Client Service, Customer Satisfaction, Client Liaison, Professional Services, Collaborative Problem..., Financial Statement..., Foreign Exchange..., Hedge Accounting
Education
University at Albany, SUNY 1998 — 2002
BS in Accounting, Accounting and Business Administration
Gerson Lehrman Group July 2008 - Present
Merrill Lynch November 2007 - June 2008
Merrill Lynch October 2005 - November 2007
Ernst & Young October 2002 - October 2005
Skills
Market Research, Competitive Analysis, Strategic Planning, Superior Client Service, Customer Satisfaction, Client Liaison, Professional Services, Collaborative Problem..., Financial Statement..., Foreign Exchange..., Hedge Accounting
Education
University at Albany, SUNY 1998 — 2002
BS in Accounting, Accounting and Business Administration
Naomi Young's Merrill Lynch Experience 1996 - 1998
Job Technical Writing, Knowledge Management, Content Management, Editing
Industry Information Technology and Services
Experience
Prudential Financial September 2015 - Present
ClearPath Workforce Management,Inc. at Cisco March 2012 - July 2015
Morgan Stanley May 2010 - March 2012
Morgan Stanley June 2009 - May 2010
Morgan Stanley 2006 - 2009
Morgan Stanley 1998 - 2006
Merrill Lynch 1996 - 1998
Bell Labs and other telecommunications firms July 1988 - February 1996
Journal of Dermatologic Surgery and Oncology September 1983 - April 1988
Skills
Technical Writing, Knowledge Management, HTML, Microsoft Office, Visio, SaaS, Software Documentation, Program Management, Document Management, Leadership, Process Improvement, Writing, Editing, Online Help, Help Desk Writing, Video Script Writing, Resume Writing, Creative Writing, TWiki, SnagIt, Creative Problem Solving, Meeting Facilitation, SME Interviewing, Enterprise Architecture
Education
State University of New York at Albany
BA, Sociology, English
Prudential Financial September 2015 - Present
ClearPath Workforce Management,Inc. at Cisco March 2012 - July 2015
Morgan Stanley May 2010 - March 2012
Morgan Stanley June 2009 - May 2010
Morgan Stanley 2006 - 2009
Morgan Stanley 1998 - 2006
Merrill Lynch 1996 - 1998
Bell Labs and other telecommunications firms July 1988 - February 1996
Journal of Dermatologic Surgery and Oncology September 1983 - April 1988
Skills
Technical Writing, Knowledge Management, HTML, Microsoft Office, Visio, SaaS, Software Documentation, Program Management, Document Management, Leadership, Process Improvement, Writing, Editing, Online Help, Help Desk Writing, Video Script Writing, Resume Writing, Creative Writing, TWiki, SnagIt, Creative Problem Solving, Meeting Facilitation, SME Interviewing, Enterprise Architecture
Education
State University of New York at Albany
BA, Sociology, English
Karen Koenig's Merrill Lynch Experience September 1988 - July 1996
Job Occupancy Planner/Team Lead CBRE @ Deutsche Bank
Industry Architecture & Planning
Experience
CBRE September 2015 - Present
Johnson Controls February 2015 - September 2015
Ted Moudis Associates March 2008 - February 2015
NBC Universal July 2004 - February 2008
HLW International LLP November 1996 - January 2000
Merrill Lynch September 1988 - July 1996
Skills
Space Planning, AutoCAD, Strategic Planning, Microsoft Office, PowerPoint, Excel, Facilities Planning, CAD, Problem Solving, Move Management, CAFM, Space-planning, Microsoft Excel, Space planning, Occupancy Planning, Project Planning, Facilities Management, Construction
Education
CDM Institute 2004 — 2004
Certification in AutoCAD 2004, Architectural Concepts/Architectural Desktop
SUNY at Buffalo 1984 — 1988
BA, Environmental Planning and Design
CBRE September 2015 - Present
Johnson Controls February 2015 - September 2015
Ted Moudis Associates March 2008 - February 2015
NBC Universal July 2004 - February 2008
HLW International LLP November 1996 - January 2000
Merrill Lynch September 1988 - July 1996
Skills
Space Planning, AutoCAD, Strategic Planning, Microsoft Office, PowerPoint, Excel, Facilities Planning, CAD, Problem Solving, Move Management, CAFM, Space-planning, Microsoft Excel, Space planning, Occupancy Planning, Project Planning, Facilities Management, Construction
Education
CDM Institute 2004 — 2004
Certification in AutoCAD 2004, Architectural Concepts/Architectural Desktop
SUNY at Buffalo 1984 — 1988
BA, Environmental Planning and Design
Barbara Gleason's Merrill Lynch Experience May 1999 - July 2010
Job Retired
Industry Financial Services
Experience
The Blackstone Group June 2012 - June 2015
Deutsche Bank September 2010 - April 2012
Merrill Lynch May 1999 - July 2010
Salomon Brothers 1991 - 1999
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
The Blackstone Group June 2012 - June 2015
Deutsche Bank September 2010 - April 2012
Merrill Lynch May 1999 - July 2010
Salomon Brothers 1991 - 1999
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
David Lazenski's Merrill Lynch Experience May 1996 - April 1997
Job Attorney MBA CPA Insurance Broker
Industry Law Practice
Experience
William C. Moran & Associates, P.C. October 2004 - Present
William C. Moran & Associates, P.C. October 2004 - Present
Fenster & Lazenski, LLC May 1997 - October 2004
Merrill Lynch May 1996 - April 1997
Hurwitz & Fine, P.C. August 1994 - May 1996
Caudle & Spears, P.A. May 1989 - July 1994
Hamel, Helms, Cannon & Hamel December 1987 - May 1989
Cherry Bekaert LLP October 1984 - December 1987
Deloitte January 1983 - October 1984
Cole, Sorrentino, Cavanaugh, Stephenson & O'Brien, P.C. July 1979 - December 1982
Skills
Tax Law, Estate Planning, Estate Administration, Nonprofits, Corporate Law, Litigation, Courts, Legal Research, Contract Negotiation, Real Estate, CPA, Public Speaking, Health Insurance, Life Insurance
Education
University at Buffalo 1970 — 1977
BS Accounting, MBA, JD, Accounting and Finance
William C. Moran & Associates, P.C. October 2004 - Present
William C. Moran & Associates, P.C. October 2004 - Present
Fenster & Lazenski, LLC May 1997 - October 2004
Merrill Lynch May 1996 - April 1997
Hurwitz & Fine, P.C. August 1994 - May 1996
Caudle & Spears, P.A. May 1989 - July 1994
Hamel, Helms, Cannon & Hamel December 1987 - May 1989
Cherry Bekaert LLP October 1984 - December 1987
Deloitte January 1983 - October 1984
Cole, Sorrentino, Cavanaugh, Stephenson & O'Brien, P.C. July 1979 - December 1982
Skills
Tax Law, Estate Planning, Estate Administration, Nonprofits, Corporate Law, Litigation, Courts, Legal Research, Contract Negotiation, Real Estate, CPA, Public Speaking, Health Insurance, Life Insurance
Education
University at Buffalo 1970 — 1977
BS Accounting, MBA, JD, Accounting and Finance
Nicholas Mattiello's Merrill Lynch Experience November 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Merrill Lynch February 2006 - November 2011
Skills
Series 7, Series 66
Education
SUNY Albany 2002 — 2006
Merrill Lynch November 2011 - Present
Merrill Lynch February 2006 - November 2011
Skills
Series 7, Series 66
Education
SUNY Albany 2002 — 2006
Tara Loftus's Merrill Lynch Experience July 1993 - January 1998
Job COO, Americas Financial Crime & Americas Head of AntiCorruption at UBS AG
Industry Financial Services
Experience
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
Jordan Toder's Merrill Lynch Experience 2005 - 2007
Job Associate, Preservation Capital Partners, LLC
Industry Insurance
Experience
Preservation Capital Partners, LLC January 2014 - Present
M&M Brokerage Group, Inc 2010 - 2013
Synergy Life Brokerage 2008 - 2010
Merrill Lynch 2005 - 2007
Skills
Financial Planners, Insurance, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Employee Benefits, Strategy, Management, General Insurance, Underwriting, Small Business, Term Life Insurance, Property & Casualty..., Wealth Management, Strategic Planning, Health Insurance, Risk Management, Long-term Care, Estate Planning, Wealth, Asset Protection, Strategic Financial..., Business Development, Financial Services, Retirement Planning
Education
State University of New York at Albany 1972 — 1976
American College
Chartered Life Underwriter - Chartered Financial Consultant
Preservation Capital Partners, LLC January 2014 - Present
M&M Brokerage Group, Inc 2010 - 2013
Synergy Life Brokerage 2008 - 2010
Merrill Lynch 2005 - 2007
Skills
Financial Planners, Insurance, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Employee Benefits, Strategy, Management, General Insurance, Underwriting, Small Business, Term Life Insurance, Property & Casualty..., Wealth Management, Strategic Planning, Health Insurance, Risk Management, Long-term Care, Estate Planning, Wealth, Asset Protection, Strategic Financial..., Business Development, Financial Services, Retirement Planning
Education
State University of New York at Albany 1972 — 1976
American College
Chartered Life Underwriter - Chartered Financial Consultant
Corey Powder's Merrill Lynch Experience April 2011 - August 2013
Job Vice President Wealth Management at HSBC
Industry Financial Services
Experience
HSBC August 2013 - Present
Merrill Lynch April 2011 - August 2013
Morgan Stanley Smith Barney April 2009 - April 2011
Skills
Customer Service, Client Development, Sales Support Tools, Wealth Management..., Wealth Management, Financial Analysis, Strategic Financial..., Financial Risk, Stock Market, Stock Picking, Bond Markets, Municipal Bonds, inflation-indexed bond, Covered Bonds, Bonds, Commodity Markets, Options Strategies, Options, Stock Option, Retirement Planning
Education
SUNY at Buffalo 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC August 2013 - Present
Merrill Lynch April 2011 - August 2013
Morgan Stanley Smith Barney April 2009 - April 2011
Skills
Customer Service, Client Development, Sales Support Tools, Wealth Management..., Wealth Management, Financial Analysis, Strategic Financial..., Financial Risk, Stock Market, Stock Picking, Bond Markets, Municipal Bonds, inflation-indexed bond, Covered Bonds, Bonds, Commodity Markets, Options Strategies, Options, Stock Option, Retirement Planning
Education
SUNY at Buffalo 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Glen Balanoff's Merrill Lynch Experience 1983 - 2001
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2001 - Present
Merrill Lynch 1983 - 2001
Skills
Equities, Hedge Funds, Investment Banking, Series 7, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Bonds, Bloomberg, Securities
Education
University at Buffalo 1974 — 1978
BS, Accounting
Morgan Stanley March 2001 - Present
Merrill Lynch 1983 - 2001
Skills
Equities, Hedge Funds, Investment Banking, Series 7, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Bonds, Bloomberg, Securities
Education
University at Buffalo 1974 — 1978
BS, Accounting
Kerry Fagan's Merrill Lynch Experience March 2004 - March 2005
Job Institutional Equity Sales at CL King & Associates
Industry Financial Services
Experience
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
Chris Margarites's Merrill Lynch Experience June 2008 - October 2009
Job Risk Management Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Barclays Capital October 2009 - March 2012
Merrill Lynch June 2008 - October 2009
Education
University at Albany, SUNY 2004 — 2008
B.S., Economics
JPMorgan Chase March 2012 - Present
Barclays Capital October 2009 - March 2012
Merrill Lynch June 2008 - October 2009
Education
University at Albany, SUNY 2004 — 2008
B.S., Economics
Mark Makowsky's Merrill Lynch Experience 1986 - 1988
Job First Data Corporation
Industry Banking
Experience
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
Tara Isler's Merrill Lynch Experience September 1999 - November 2002
Job Assistant Vice President, HR Generalist at Ivy Asset Management
Industry Investment Management
Experience
Ivy Asset Management December 2002 - May 2010
Merrill Lynch September 1999 - November 2002
Morgan Stanley Dean Witter July 1995 - September 1999
Skills
Deferred Compensation, Management, Training, Recruiting, Human Resources, Asset Managment, Software Documentation, Performance Management, College Recruiting, Employee Benefits
Education
University at Albany, SUNY 1991 — 1995
BS, Finance and Management Information Systems
Ivy Asset Management December 2002 - May 2010
Merrill Lynch September 1999 - November 2002
Morgan Stanley Dean Witter July 1995 - September 1999
Skills
Deferred Compensation, Management, Training, Recruiting, Human Resources, Asset Managment, Software Documentation, Performance Management, College Recruiting, Employee Benefits
Education
University at Albany, SUNY 1991 — 1995
BS, Finance and Management Information Systems
Larry Salerno's Merrill Lynch Experience June 1984 - May 1990
Job Fixed Income Trader at Rosenthal Collins Capital Markets
Industry Banking
Experience
Rosenthal Collins Capital Markets October 2002 - Present
Sumitomo Banking Corporation March 2000 - October 2002
The Asahi Bank Ltd. March 1999 - March 2000
Nikko Securities International August 1997 - March 1999
CIBC Wood Gundy May 1996 - August 1997
ABB Treasury Center USA 1995 - 1996
Nomura Securities May 1990 - October 1995
Merrill Lynch June 1984 - May 1990
Skills
Fixed Income, Bonds, Trading, Treasury, Derivatives, Bloomberg, Financial Markets, Options, Proprietary Trading, Electronic Trading, Investments, Capital Markets, Managerial Finance, Financial Services, Finance, Financial Planning, Financial Analysis, Equities
Education
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Economics
Rosenthal Collins Capital Markets October 2002 - Present
Sumitomo Banking Corporation March 2000 - October 2002
The Asahi Bank Ltd. March 1999 - March 2000
Nikko Securities International August 1997 - March 1999
CIBC Wood Gundy May 1996 - August 1997
ABB Treasury Center USA 1995 - 1996
Nomura Securities May 1990 - October 1995
Merrill Lynch June 1984 - May 1990
Skills
Fixed Income, Bonds, Trading, Treasury, Derivatives, Bloomberg, Financial Markets, Options, Proprietary Trading, Electronic Trading, Investments, Capital Markets, Managerial Finance, Financial Services, Finance, Financial Planning, Financial Analysis, Equities
Education
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Economics
Jennifer Bracco's Merrill Lynch Experience 2000 - 2001
Job Membership Coordinator for Women's Bond Club New York
Industry Financial Services
Experience
Women's Bond Club New York December 2009 - Present
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merill Lynch 1996 - 1998
Merrill Lynch January 1995 - May 1996
Skills
Management, Leadership, Customer Service, Public Speaking, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Risk Management, Strategic Communications, Bloomberg, Fixed Income, Trading Systems
Education
State University of New York at Albany 1988 — 1992
Bachelor's degree, Psychology/Business
State University of New York at Albany 1988 — 1992
Bachelor's degree, Psychology/Business
Women's Bond Club New York December 2009 - Present
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merill Lynch 1996 - 1998
Merrill Lynch January 1995 - May 1996
Skills
Management, Leadership, Customer Service, Public Speaking, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Risk Management, Strategic Communications, Bloomberg, Fixed Income, Trading Systems
Education
State University of New York at Albany 1988 — 1992
Bachelor's degree, Psychology/Business
State University of New York at Albany 1988 — 1992
Bachelor's degree, Psychology/Business
Brian Schimpfhauser's Merrill Lynch Experience December 1997 - April 2004
Job Regulatory Principal at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2007 - Present
NYSE Euronext April 2004 - July 2007
Merrill Lynch December 1997 - April 2004
Skills
FINRA, AML, Securities, Series 7, Series 24, Equities, Options, Financial Markets, Trading, Trading Systems, Equity Trading, Capital Markets, Electronic Trading, Prime Brokerage, Back Office, Securities Regulation, Asset Management, Mutual Funds, SEC, Investment Advisory, Investments, Financial Risk, Private Placements, Financial Services, Broker-Dealer, ETFs, USA PATRIOT Act, Risk Management, Financial Regulation, Broker-Dealer Compliance, Due Diligence, Regulatory Examinations, Fixed Income, Hedge Funds, KYC, Series 63
Education
SUNY at Buffalo 1992 — 1996
B.S.-Business Administration, Significant coursework in Finance, Economics, and Accounting
Financial Industry Regulatory Authority July 2007 - Present
NYSE Euronext April 2004 - July 2007
Merrill Lynch December 1997 - April 2004
Skills
FINRA, AML, Securities, Series 7, Series 24, Equities, Options, Financial Markets, Trading, Trading Systems, Equity Trading, Capital Markets, Electronic Trading, Prime Brokerage, Back Office, Securities Regulation, Asset Management, Mutual Funds, SEC, Investment Advisory, Investments, Financial Risk, Private Placements, Financial Services, Broker-Dealer, ETFs, USA PATRIOT Act, Risk Management, Financial Regulation, Broker-Dealer Compliance, Due Diligence, Regulatory Examinations, Fixed Income, Hedge Funds, KYC, Series 63
Education
SUNY at Buffalo 1992 — 1996
B.S.-Business Administration, Significant coursework in Finance, Economics, and Accounting
Sam Schweitzer's Merrill Lynch Experience 2006 - 2007
Job Executive Director at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management 2007 - Present
Merrill Lynch 2006 - 2007
UBS Wealth Management 1996 - 2006
Morgan Stanley 1980 - 1995
Arthur Andersen & Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business
M.B.A., Computer Applications & Information Systems
University at Albany, SUNY
B.S., Mathematics
UBS Wealth Management 2007 - Present
Merrill Lynch 2006 - 2007
UBS Wealth Management 1996 - 2006
Morgan Stanley 1980 - 1995
Arthur Andersen & Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business
M.B.A., Computer Applications & Information Systems
University at Albany, SUNY
B.S., Mathematics
Joshua Offman's Merrill Lynch Experience October 2011 - January 2012
Job Executive Charter ConsultantAir Charter Service
Industry Aviation & Aerospace
Experience
Air Charter Service 2013 - Present
Merrill Lynch October 2011 - January 2012
Skills
Social Media
Education
University at Albany, SUNY 2006 — 2010
BA, Communications
ardsley
Air Charter Service 2013 - Present
Merrill Lynch October 2011 - January 2012
Skills
Social Media
Education
University at Albany, SUNY 2006 — 2010
BA, Communications
ardsley
Stuart Torgovnick's Merrill Lynch Experience July 1984 - September 1990
Job fundraiser at DCM
Industry Fund-Raising
Experience
DCM October 2010 - Present
self-employed 1998 - 2005
Duke University January 1990 - December 1991
Merrill Lynch July 1984 - September 1990
Skills
Fundraising, Non-profits, Public Speaking, Editing, Customer Service, Microsoft Word, yoga instruction, Yoga, Nonprofits, Leadership, Coaching, Teaching, Microsoft Excel, Marketing Strategy, Team Building, Research
Education
State University of New York at Albany 1976 — 1979
Masters of Science, Administration (education)
University of Cincinnati 1964 — 1968
Bachelor of Arts (B.A.), History
DCM October 2010 - Present
self-employed 1998 - 2005
Duke University January 1990 - December 1991
Merrill Lynch July 1984 - September 1990
Skills
Fundraising, Non-profits, Public Speaking, Editing, Customer Service, Microsoft Word, yoga instruction, Yoga, Nonprofits, Leadership, Coaching, Teaching, Microsoft Excel, Marketing Strategy, Team Building, Research
Education
State University of New York at Albany 1976 — 1979
Masters of Science, Administration (education)
University of Cincinnati 1964 — 1968
Bachelor of Arts (B.A.), History
Chris Carmody's Merrill Lynch Experience January 1989 - December 1996
Job Business Analyst/Data Analyst
Industry Information Technology and Services
Experience
hibu/Yellowbook January 2013 - Present
Towers Watson August 2012 - December 2012
QUALCOMP January 2010 - December 2012
Kinetic Worldwide January 2006 - December 2009
MindShare August 2004 - January 2006
Blair House: The President's Guest House May 1998 - June 2002
Managed Solutions Planning Xperts May 2001 - November 2001
Merrill Lynch January 1989 - December 1996
American Express August 1988 - December 1988
Skills
Analysis, Business Analysis, Business Process, SharePoint, Project Management, Business Requirements, Data Analysis, Business Intelligence, Management, Agile Methodologies, Databases, Integration, Advertising, Microsoft Office, Writing, Agile & Waterfall..., Communication, Testing, Quality Assurance, Consulting, Training, Test Planning, Regression Testing, Documentation, System Testing, Change Management, Governance, Financial Analysis, Marketing, Customer Service
Education
University of Maryland College Park
BS, Computer Science
Villanova University 2011 — 2012
Masters Certificate in Business Analysis, Business Analysis and Project Management
University at Albany, SUNY
BA, Economics and Business
hibu/Yellowbook January 2013 - Present
Towers Watson August 2012 - December 2012
QUALCOMP January 2010 - December 2012
Kinetic Worldwide January 2006 - December 2009
MindShare August 2004 - January 2006
Blair House: The President's Guest House May 1998 - June 2002
Managed Solutions Planning Xperts May 2001 - November 2001
Merrill Lynch January 1989 - December 1996
American Express August 1988 - December 1988
Skills
Analysis, Business Analysis, Business Process, SharePoint, Project Management, Business Requirements, Data Analysis, Business Intelligence, Management, Agile Methodologies, Databases, Integration, Advertising, Microsoft Office, Writing, Agile & Waterfall..., Communication, Testing, Quality Assurance, Consulting, Training, Test Planning, Regression Testing, Documentation, System Testing, Change Management, Governance, Financial Analysis, Marketing, Customer Service
Education
University of Maryland College Park
BS, Computer Science
Villanova University 2011 — 2012
Masters Certificate in Business Analysis, Business Analysis and Project Management
University at Albany, SUNY
BA, Economics and Business
Vincent Baudanza's Merrill Lynch Experience June 2007 - February 2010
Job Senior Specialist at CLS Bank International
Industry Financial Services
Experience
CLS Bank International January 2012 - Present
Bank of America February 2010 - January 2012
Merrill Lynch June 2007 - February 2010
HSBC June 2005 - June 2007
Skills
Banking, Equity Trading, Foreign Exchange
Education
SUNY Albany 2001 — 2005
BS, Economics
CLS Bank International January 2012 - Present
Bank of America February 2010 - January 2012
Merrill Lynch June 2007 - February 2010
HSBC June 2005 - June 2007
Skills
Banking, Equity Trading, Foreign Exchange
Education
SUNY Albany 2001 — 2005
BS, Economics
Lou Neos's Merrill Lynch Experience May 1998 - August 1998
Job Owner at Americore Drilling & Cutting Inc
Industry Construction
Experience
Americore Drilling & Cutting Inc July 2008 - Present
Cantor Fitzgerald May 1999 - August 1999
Merrill Lynch May 1998 - August 1998
Education
SUNY Albany 1997 — 2000
Bachelor of Arts, Economics
St John's University 1996 — 1997
Americore Drilling & Cutting Inc July 2008 - Present
Cantor Fitzgerald May 1999 - August 1999
Merrill Lynch May 1998 - August 1998
Education
SUNY Albany 1997 — 2000
Bachelor of Arts, Economics
St John's University 1996 — 1997
Karen Nencetti's Merrill Lynch Experience 1990 - 1996
Job Retired Project Coordinator/Manager
Industry Information Services
Dean Adler's Merrill Lynch Experience February 2006 - July 2007
Job Python Programmer
Industry Information Technology and Services
Experience
Credit Suisse August 2009 - June 2014
Lehman Brothers August 2007 - September 2008
Merrill Lynch February 2006 - July 2007
Skills
Unix, C, Object Oriented Perl, Shell Scripting, Sybase, DBI, Software Development, Refactoring, Perl, CGI/Perl, SQL, ETL, SDLC, OOP, Infrastructure, Python, Multithreading, Linux
Education
University at Buffalo
Bachelor's degree, Computer Science
University at Buffalo
Bachelor's degree, Computer Science
Credit Suisse August 2009 - June 2014
Lehman Brothers August 2007 - September 2008
Merrill Lynch February 2006 - July 2007
Skills
Unix, C, Object Oriented Perl, Shell Scripting, Sybase, DBI, Software Development, Refactoring, Perl, CGI/Perl, SQL, ETL, SDLC, OOP, Infrastructure, Python, Multithreading, Linux
Education
University at Buffalo
Bachelor's degree, Computer Science
University at Buffalo
Bachelor's degree, Computer Science
Justin Kastan's Merrill Lynch Experience January 2005 - April 2006
Job Vice President J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank April 2010 - Present
JPMorgan Chase April 2006 - April 2010
Merrill Lynch January 2005 - April 2006
Education
University at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Private Bank April 2010 - Present
JPMorgan Chase April 2006 - April 2010
Merrill Lynch January 2005 - April 2006
Education
University at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Monique Alcantara's Merrill Lynch Experience August 1994 - June 2001
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities July 2001 - Present
Merrill Lynch August 1994 - June 2001
Education
State University of New York at Albany 1990 — 1994
HSBC Securities July 2001 - Present
Merrill Lynch August 1994 - June 2001
Education
State University of New York at Albany 1990 — 1994
David Shindler's Merrill Lynch Experience June 1984 - May 1986
Job
Industry
Experience
New Era Cap October 1993 - Present
Shindler Sports Sales, Inc. October 1993 - Present
Karhu North America October 1993 - December 1999
Academy Broadway Corp May 1986 - October 1993
Merrill Lynch June 1984 - May 1986
Skills
Detailed Organization, People Skills, Account Management, Retail Sales, Sales Management, Collections, Customer Satisfaction
Education
University at Buffalo
Bachelor of Arts (BA), Economics
New Era Cap October 1993 - Present
Shindler Sports Sales, Inc. October 1993 - Present
Karhu North America October 1993 - December 1999
Academy Broadway Corp May 1986 - October 1993
Merrill Lynch June 1984 - May 1986
Skills
Detailed Organization, People Skills, Account Management, Retail Sales, Sales Management, Collections, Customer Satisfaction
Education
University at Buffalo
Bachelor of Arts (BA), Economics
Cory Custer's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Trustco Bank November 2010 - March 2014
Clear Channel Communications2008 February 2008 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
State University of New York at Albany 2005 — 2008
Bachelor of Arts (BA), Public Policy and Administration
Merrill Lynch March 2014 - Present
Trustco Bank November 2010 - March 2014
Clear Channel Communications2008 February 2008 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
State University of New York at Albany 2005 — 2008
Bachelor of Arts (BA), Public Policy and Administration
Brett Langdon's Merrill Lynch Experience February 2009 - May 2013
Job Budget and Financial Analyst at Exelis
Industry Defense & Space
Experience
Exelis December 2013 - Present
Westminster Consulting, LLC July 2013 - November 2013
Merrill Lynch February 2009 - May 2013
Merrill Lynch June 2008 - February 2009
Merrill Lynch September 2007 - May 2008
Skills
Risk Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Planning, Mutual Funds, Finance
Education
University at Buffalo 2004 — 2008
Bachelor of Science (B.S.), Finance
Exelis December 2013 - Present
Westminster Consulting, LLC July 2013 - November 2013
Merrill Lynch February 2009 - May 2013
Merrill Lynch June 2008 - February 2009
Merrill Lynch September 2007 - May 2008
Skills
Risk Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Planning, Mutual Funds, Finance
Education
University at Buffalo 2004 — 2008
Bachelor of Science (B.S.), Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank