Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Esther Chen Esther Chen's Merrill Lynch Experience July 2012 - August 2012
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2014 - Present
Safeway June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Big City Chefs, Inc. January 2012 - August 2012
Alpha Kappa Psi February 2012 - May 2012
International Education Management Group July 2011 - August 2011
Forever 21 June 2010 - August 2010
Assemblyman Martin Garrick 74th District March 2010 - August 2010
Skills
PowerPoint, Marketing, Event Planning, Advertising, Public Speaking, Leadership, Research, Microsoft Office, Analysis, Social Media
Education
University of California, Berkeley 2010 — 2014
B.S. Business Administration and B.A. Political Economy, Business Administration and Management, General
Escondido Charter High School 2007 — 2010
Accenture September 2014 - Present
Safeway June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Big City Chefs, Inc. January 2012 - August 2012
Alpha Kappa Psi February 2012 - May 2012
International Education Management Group July 2011 - August 2011
Forever 21 June 2010 - August 2010
Assemblyman Martin Garrick 74th District March 2010 - August 2010
Skills
PowerPoint, Marketing, Event Planning, Advertising, Public Speaking, Leadership, Research, Microsoft Office, Analysis, Social Media
Education
University of California, Berkeley 2010 — 2014
B.S. Business Administration and B.A. Political Economy, Business Administration and Management, General
Escondido Charter High School 2007 — 2010
Samantha Chan Samantha Chan's Merrill Lynch Experience June 2011 - August 2011
Job Program Manager at NetApp
Industry Information Technology and Services
Experience
American Heart Association October 2012 - May 2013
Disney ABC Television Group June 2012 - August 2012
Beyond the Arc, Inc. February 2012 - May 2012
Google September 2011 - December 2011
Blum Center for Developing Economies January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
HarperOne Publishers (HarperCollins) June 2010 - December 2010
Skills
Program Management, Project Management, Marketing Communications, Digital Marketing, Social Media, Social Media Marketing, Google Adwords, Adobe Creative Suite, Digital Media, Google Analytics, Marketing, Advertising, Operations Management, Cross-functional..., Event Management, Event Planning, Microsoft Office, Microsoft Excel
Education
University of California, Berkeley 2009 — 2013
BA
Cerritos High School 2004 — 2009
American Heart Association October 2012 - May 2013
Disney ABC Television Group June 2012 - August 2012
Beyond the Arc, Inc. February 2012 - May 2012
Google September 2011 - December 2011
Blum Center for Developing Economies January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
HarperOne Publishers (HarperCollins) June 2010 - December 2010
Skills
Program Management, Project Management, Marketing Communications, Digital Marketing, Social Media, Social Media Marketing, Google Adwords, Adobe Creative Suite, Digital Media, Google Analytics, Marketing, Advertising, Operations Management, Cross-functional..., Event Management, Event Planning, Microsoft Office, Microsoft Excel
Education
University of California, Berkeley 2009 — 2013
BA
Cerritos High School 2004 — 2009
Kenji Ueki Kenji Ueki's Merrill Lynch Experience January 2012 - May 2012
Job Associate Account Strategist at Google
Industry Internet
Experience
Google April 2015 - Present
B. Riley & Co. June 2014 - March 2015
Wells Fargo May 2013 - August 2013
City National Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
USANA Health Sciences June 2011 - January 2012
Toyota Motor Sales June 2011 - August 2011
LOUD Clothing December 2008 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Accounting, Sales, Process Improvement, Marketing, Management, Finance, Banking, Analysis, Portfolio Management, Data Analysis, Investments, Asset Management, Leadership, Wealth Management, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
B.S, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Torrance High School 2006 — 2010
Google April 2015 - Present
B. Riley & Co. June 2014 - March 2015
Wells Fargo May 2013 - August 2013
City National Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
USANA Health Sciences June 2011 - January 2012
Toyota Motor Sales June 2011 - August 2011
LOUD Clothing December 2008 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Accounting, Sales, Process Improvement, Marketing, Management, Finance, Banking, Analysis, Portfolio Management, Data Analysis, Investments, Asset Management, Leadership, Wealth Management, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
B.S, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Torrance High School 2006 — 2010
Sarvesh Narayanan Sarvesh Narayanan's Merrill Lynch Experience June 2011 - August 2011
Job Financial Services Advisory Consultant at Ernst & Young
Industry Financial Services
Experience
EY July 2014 - Present
Ernst & Young June 2013 - August 2013
AAA NCNU Insurance Exchange June 2012 - August 2012
International Association of Business Communicators/UC Berkeley Chapter August 2011 - December 2011
Merrill Lynch June 2011 - August 2011
International Association of Business Communicators/UC Berkeley Chapter December 2010 - May 2011
International Association of Business Communicators/UC Berkeley Chapter August 2010 - December 2010
Skills
Portfolio Management, Market Research, Financial Analysis, Finance, Marketing, Competitive Analysis, Strategy, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Event Planning, Public Speaking, Research
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
EY July 2014 - Present
Ernst & Young June 2013 - August 2013
AAA NCNU Insurance Exchange June 2012 - August 2012
International Association of Business Communicators/UC Berkeley Chapter August 2011 - December 2011
Merrill Lynch June 2011 - August 2011
International Association of Business Communicators/UC Berkeley Chapter December 2010 - May 2011
International Association of Business Communicators/UC Berkeley Chapter August 2010 - December 2010
Skills
Portfolio Management, Market Research, Financial Analysis, Finance, Marketing, Competitive Analysis, Strategy, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Event Planning, Public Speaking, Research
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Jason Ahn Jason Ahn's Merrill Lynch Experience January 2007 - March 2007
Job Project manager
Industry Machinery
Experience
Kubota tractor corporation October 2014 - Present
Kubota Tractor Corporation March 2011 - Present
Kubota Tractor Corporation April 2013 - October 2014
Kubota Tractor Corporation November 2007 - March 2011
UCLA Institute August 2006 - June 2007
Merrill Lynch January 2007 - March 2007
Skills
Microsoft Office, Microsoft Excel, Purchasing, Inventory Management, Outlook, Product Development, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Data Cleaning, Data Dictionary, Strategy, Marketing, SAP, Management, Pricing
Education
University of California 2003 — 2007
Bachelor of Arts, Economics/International Area Studies
Kubota tractor corporation October 2014 - Present
Kubota Tractor Corporation March 2011 - Present
Kubota Tractor Corporation April 2013 - October 2014
Kubota Tractor Corporation November 2007 - March 2011
UCLA Institute August 2006 - June 2007
Merrill Lynch January 2007 - March 2007
Skills
Microsoft Office, Microsoft Excel, Purchasing, Inventory Management, Outlook, Product Development, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Data Cleaning, Data Dictionary, Strategy, Marketing, SAP, Management, Pricing
Education
University of California 2003 — 2007
Bachelor of Arts, Economics/International Area Studies
Andrew Yeh Andrew Yeh's Merrill Lynch Experience August 2012 - October 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Seagate Technology May 2013 - August 2013
Horizon Partners October 2012 - December 2012
Kiva.org August 2012 - December 2012
Merrill Lynch August 2012 - October 2012
The Future Leaders Institute January 2012 - May 2012
Haas School of Business August 2011 - December 2011
Skills
Financial Modeling, Economics, Microsoft Excel, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Management Consulting, Market Research, Investment Banking, Strategy, Analytics, Entrepreneurship, Strategic Consulting, Competitive Analysis, Microsoft Office, Strategic Planning
Education
University of California, Berkeley 2010 — 2013
B.S., Business Administration
Irvington High School 2006 — 2010
Bain & Company September 2014 - Present
Seagate Technology May 2013 - August 2013
Horizon Partners October 2012 - December 2012
Kiva.org August 2012 - December 2012
Merrill Lynch August 2012 - October 2012
The Future Leaders Institute January 2012 - May 2012
Haas School of Business August 2011 - December 2011
Skills
Financial Modeling, Economics, Microsoft Excel, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Management Consulting, Market Research, Investment Banking, Strategy, Analytics, Entrepreneurship, Strategic Consulting, Competitive Analysis, Microsoft Office, Strategic Planning
Education
University of California, Berkeley 2010 — 2013
B.S., Business Administration
Irvington High School 2006 — 2010
Ramon A. Duran Ramon A. Duran's Merrill Lynch Experience February 2014 - June 2014
Job Development Representative at UC Berkeley
Industry Nonprofit Organization Management
Experience
UC Berkeley February 2015 - Present
UC Berkeley May 2013 - May 2015
Merrill Lynch February 2014 - June 2014
Skills
Leadership, Marketing, Management, Start-ups, Lead Generation, Advertising, Marketing Strategy, Sales, Editing, Time Management, Project Planning, Selling, Finance, Financial Analysis, Teaching, Social Media
Education
University of California, Berkeley 2012 — 2016
Economic Development and Operations Research
UC Berkeley February 2015 - Present
UC Berkeley May 2013 - May 2015
Merrill Lynch February 2014 - June 2014
Skills
Leadership, Marketing, Management, Start-ups, Lead Generation, Advertising, Marketing Strategy, Sales, Editing, Time Management, Project Planning, Selling, Finance, Financial Analysis, Teaching, Social Media
Education
University of California, Berkeley 2012 — 2016
Economic Development and Operations Research
Blaine Parks Blaine Parks's Merrill Lynch Experience October 1985 - April 1991
Job Senior Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Daniel Hellwig Daniel Hellwig's Merrill Lynch Experience July 2010 - September 2010
Job Consultant at Kepler Cannon
Industry Information Technology and Services
Experience
Kepler Cannon June 2014 - Present
Deloitte September 2013 - June 2014
Ovidian Group, LLC July 2013 - August 2013
Vinkl December 2011 - June 2013
Merrill Lynch July 2010 - September 2010
Deutsche Bank April 2010 - June 2010
Skills
Operations Management, Corporate Finance, Analytics, Entrepreneurship, Java, Python, HTML, Google Analytics, Start-ups, Google App Engine, CSS, PHP, Valuation, Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2012
Bachelor of Science (B.S.), Finance, Operations Research, Mathematics
University of California, Berkeley 2012 — 2013
Master of Engineering (M.Eng.), Operations Research
Heinrich-von-Gagern-Gymnasium 1998 — 2007
German Abitur
Kepler Cannon June 2014 - Present
Deloitte September 2013 - June 2014
Ovidian Group, LLC July 2013 - August 2013
Vinkl December 2011 - June 2013
Merrill Lynch July 2010 - September 2010
Deutsche Bank April 2010 - June 2010
Skills
Operations Management, Corporate Finance, Analytics, Entrepreneurship, Java, Python, HTML, Google Analytics, Start-ups, Google App Engine, CSS, PHP, Valuation, Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2012
Bachelor of Science (B.S.), Finance, Operations Research, Mathematics
University of California, Berkeley 2012 — 2013
Master of Engineering (M.Eng.), Operations Research
Heinrich-von-Gagern-Gymnasium 1998 — 2007
German Abitur
John T. Pangilinan's Merrill Lynch Experience May 2010 - December 2010
Job Unicorn Project Manager / Scrum Master at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Revel Consulting 2014 - Present
Hitachi Consulting December 2012 - May 2014
Schmoozd November 2011 - December 2012
Hitachi Consulting May 2011 - December 2012
Merrill Lynch May 2010 - December 2010
eBay January 2010 - May 2010
Caprii Media April 2009 - December 2009
Nordstrom January 2004 - August 2008
Skills
Business Analysis, Retail, E-commerce, Market Research, Business Quality..., SDLC, Team Building, Business, Marketing, Financial Modeling, Training, Business Strategy, Strategy, Competitive Analysis, Marketing Strategy, Analytics, Social Media, Management Consulting, Product Marketing, Project Planning, Project Management, Change Management, Business Transformation, Business Process, ERP, Team Management, Market Analysis, Teamwork, Leadership, Business Development, Analysis, Data Analysis, Sales, Team Leadership, Agile Methodologies, Collaborative Leadership
Education
University of California, Berkeley 2008 — 2010
B.A., Economics
Brent International School
High School Degree, General Education
Microsoft July 2014 - Present
Revel Consulting 2014 - Present
Hitachi Consulting December 2012 - May 2014
Schmoozd November 2011 - December 2012
Hitachi Consulting May 2011 - December 2012
Merrill Lynch May 2010 - December 2010
eBay January 2010 - May 2010
Caprii Media April 2009 - December 2009
Nordstrom January 2004 - August 2008
Skills
Business Analysis, Retail, E-commerce, Market Research, Business Quality..., SDLC, Team Building, Business, Marketing, Financial Modeling, Training, Business Strategy, Strategy, Competitive Analysis, Marketing Strategy, Analytics, Social Media, Management Consulting, Product Marketing, Project Planning, Project Management, Change Management, Business Transformation, Business Process, ERP, Team Management, Market Analysis, Teamwork, Leadership, Business Development, Analysis, Data Analysis, Sales, Team Leadership, Agile Methodologies, Collaborative Leadership
Education
University of California, Berkeley 2008 — 2010
B.A., Economics
Brent International School
High School Degree, General Education
Katarina Du Katarina Du's Merrill Lynch Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
Palantir Technologies April 2015 - Present
UBS Wealth Management September 2013 - April 2015
Hilliard Management Group April 2013 - May 2013
Merrill Lynch June 2012 - August 2012
World Trade Center San Diego May 2012 - August 2012
APAPA-CCC March 2010 - May 2012
Campuscred September 2010 - May 2011
Affairs with Flair June 2010 - August 2010
DDH Enterprise / Dutek July 2005 - June 2009
Education
University of California, Berkeley 2009 — 2013
Bachelor, Political Economy, Legal Studies
University of Cambridge 2011 — 2011
Business, International Relations, and European History, 3.9
San Marcos High School 2005 — 2009
Palantir Technologies April 2015 - Present
UBS Wealth Management September 2013 - April 2015
Hilliard Management Group April 2013 - May 2013
Merrill Lynch June 2012 - August 2012
World Trade Center San Diego May 2012 - August 2012
APAPA-CCC March 2010 - May 2012
Campuscred September 2010 - May 2011
Affairs with Flair June 2010 - August 2010
DDH Enterprise / Dutek July 2005 - June 2009
Education
University of California, Berkeley 2009 — 2013
Bachelor, Political Economy, Legal Studies
University of Cambridge 2011 — 2011
Business, International Relations, and European History, 3.9
San Marcos High School 2005 — 2009
Bob Helsel's Merrill Lynch Experience 1984 - 1985
Job President, Bode Enterprises, LLC
Industry Nonprofit Organization Management
Experience
AXIe Consortium November 2009 - Present
PXI Systems Alliance August 2006 - Present
LXI Consortium August 2006 - Present
VXIbus Consortium August 2006 - Present
IVI Foundation August 2006 - Present
Bode Enterprises, LLC December 2005 - Present
Semiconductor Test Consortium (STC) August 2006 - October 2009
Agilent Technologies November 1999 - June 2004
Hewlett-Packard June 1988 - November 1999
Merrill Lynch 1984 - 1985
Skills
Non-profit Director, Nonprofits
Education
University of Colorado Boulder 1985 — 1989
BS, Electrical and Computer Engineering
University of California, Berkeley 1970 — 1973
Doctor of Philosophy (Ph.D.) program, Directing and Theatrical Production
Wesleyan University 1964 — 1968
BA, English Language and Literature, General
AXIe Consortium November 2009 - Present
PXI Systems Alliance August 2006 - Present
LXI Consortium August 2006 - Present
VXIbus Consortium August 2006 - Present
IVI Foundation August 2006 - Present
Bode Enterprises, LLC December 2005 - Present
Semiconductor Test Consortium (STC) August 2006 - October 2009
Agilent Technologies November 1999 - June 2004
Hewlett-Packard June 1988 - November 1999
Merrill Lynch 1984 - 1985
Skills
Non-profit Director, Nonprofits
Education
University of Colorado Boulder 1985 — 1989
BS, Electrical and Computer Engineering
University of California, Berkeley 1970 — 1973
Doctor of Philosophy (Ph.D.) program, Directing and Theatrical Production
Wesleyan University 1964 — 1968
BA, English Language and Literature, General
Julie Xiong's Merrill Lynch Experience August 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Wells Fargo Home Mortgage June 2012 - December 2013
Stockton Unified School District October 2008 - May 2012
Wells Fargo July 2007 - September 2008
STAT Revenue 2005 - 2006
Skills
Mortgage Lending, Data Analysis, Credit, Loans, Public Speaking, Business Analysis, Economics, Finance, Financial Services, Teaching, Training, Customer Service, Interviews, Nonprofits, Relationship Management
Education
UC Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Development Studies: Economics in East Asia
Merrill Lynch August 2014 - Present
Wells Fargo Home Mortgage June 2012 - December 2013
Stockton Unified School District October 2008 - May 2012
Wells Fargo July 2007 - September 2008
STAT Revenue 2005 - 2006
Skills
Mortgage Lending, Data Analysis, Credit, Loans, Public Speaking, Business Analysis, Economics, Finance, Financial Services, Teaching, Training, Customer Service, Interviews, Nonprofits, Relationship Management
Education
UC Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Development Studies: Economics in East Asia
Christopher Chiasson, CFA Christopher Chiasson, CFA's Merrill Lynch Experience 2008 - 2008
Job Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch June 2009 - Present
Merrill Lynch 2008 - 2008
KPMG LLP October 2002 - August 2007
KPMG LLP June 2001 - September 2002
Education
University of Chicago Booth School of Business 2007 — 2009
MBA
University of California, Berkeley 1998 — 2001
BA, Economics
BofA Merrill Lynch June 2009 - Present
Merrill Lynch 2008 - 2008
KPMG LLP October 2002 - August 2007
KPMG LLP June 2001 - September 2002
Education
University of Chicago Booth School of Business 2007 — 2009
MBA
University of California, Berkeley 1998 — 2001
BA, Economics
Sobe Lumb Sobe Lumb's Merrill Lynch Experience June 2010 - September 2010
Job Corporate Development at Symantec
Industry Investment Banking
Experience
Symantec October 2014 - Present
Architect Partners LLC August 2012 - September 2014
Woodside Capital Partners March 2012 - July 2012
Merrill Lynch June 2010 - September 2010
Skills
Investment Banking, Valuation, Financial Modeling, M&A experience, Microsoft Excel, PowerPoint, Capital IQ, Salesforce.com, Bloomberg, Box.net, Google Docs, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Corporate Development, Corporate Finance
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
James Logan High School
Symantec October 2014 - Present
Architect Partners LLC August 2012 - September 2014
Woodside Capital Partners March 2012 - July 2012
Merrill Lynch June 2010 - September 2010
Skills
Investment Banking, Valuation, Financial Modeling, M&A experience, Microsoft Excel, PowerPoint, Capital IQ, Salesforce.com, Bloomberg, Box.net, Google Docs, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Corporate Development, Corporate Finance
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
James Logan High School
Johnson Pau Johnson Pau's Merrill Lynch Experience September 2009 - June 2010
Job Supply Chain Analyst
Industry Mechanical or Industrial Engineering
Experience
Nestlé July 2014 - Present
Nestle S.A. May 2013 - August 2013
Xilinx May 2012 - August 2012
Banyan Water September 2011 - December 2011
International Chess Academy September 2006 - August 2010
Merrill Lynch September 2009 - June 2010
Landmark Network Solutions June 2009 - August 2009
Skills
Microsoft Office, Industrial Engineering, Programming, Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Java, Photoshop, HTML, R, Python, AMPL, Statistics, SAS, Operations Research, Forecasting, Databases, VBA, LaTeX
Education
College of Engineering - University of California, Berkeley 2010 — 2014
Bachelor of Science, Industrial Engineering and Operations Research
University of California, Berkeley 2010 — 2014
Bergen County Academies 2006 — 2010
Nestlé July 2014 - Present
Nestle S.A. May 2013 - August 2013
Xilinx May 2012 - August 2012
Banyan Water September 2011 - December 2011
International Chess Academy September 2006 - August 2010
Merrill Lynch September 2009 - June 2010
Landmark Network Solutions June 2009 - August 2009
Skills
Microsoft Office, Industrial Engineering, Programming, Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Java, Photoshop, HTML, R, Python, AMPL, Statistics, SAS, Operations Research, Forecasting, Databases, VBA, LaTeX
Education
College of Engineering - University of California, Berkeley 2010 — 2014
Bachelor of Science, Industrial Engineering and Operations Research
University of California, Berkeley 2010 — 2014
Bergen County Academies 2006 — 2010
Melody Lin Melody Lin's Merrill Lynch Experience June 2015 - August 2015
Job Global Wealth and Investment Management Advisory Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Residential Hall Association Executive Committee September 2014 - May 2015
City of Hope June 2014 - August 2014
Arcadia School District May 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Adobe Premiere Pro, RT-PCR
Education
University of California, Berkeley 2014 — 2018
Arcadia High School 2010 — 2014
Merrill Lynch June 2015 - August 2015
Residential Hall Association Executive Committee September 2014 - May 2015
City of Hope June 2014 - August 2014
Arcadia School District May 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Adobe Premiere Pro, RT-PCR
Education
University of California, Berkeley 2014 — 2018
Arcadia High School 2010 — 2014
Mustafa M. Eisa Mustafa M. Eisa's Merrill Lynch Experience August 2012 - December 2012
Job Data Science & Machine Learning
Industry Research
Experience
Department of Economics, UC Berkeley October 2013 - July 2014
Merrill Lynch August 2012 - December 2012
Skills
R, Matlab, Apache Spark, Python, Research, Statistics, Econometrics, Economics, Entrepreneurship, LaTeX, Stata, Machine Learning, Data Mining, CVX
Education
The University of Chicago
Master’s Degree, Statistics & Financial Econometrics
University of California, Berkeley
B.A. Honors, Economics (Quantitative)
Becker-Friedman Institute for Research
Price Theory Summer Intensive
Department of Economics, UC Berkeley October 2013 - July 2014
Merrill Lynch August 2012 - December 2012
Skills
R, Matlab, Apache Spark, Python, Research, Statistics, Econometrics, Economics, Entrepreneurship, LaTeX, Stata, Machine Learning, Data Mining, CVX
Education
The University of Chicago
Master’s Degree, Statistics & Financial Econometrics
University of California, Berkeley
B.A. Honors, Economics (Quantitative)
Becker-Friedman Institute for Research
Price Theory Summer Intensive
Ann Luong Ann Luong's Merrill Lynch Experience December 2009 - May 2010
Job Associate at Golub Group, LLC
Industry Investment Management
Experience
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Hyun Jong (Jayden) Hong Hyun Jong (Jayden) Hong's Merrill Lynch Experience 2010 - 2010
Job Planning Manager at LG Electronics MobileComm U.S.A., Inc.
Industry Consumer Electronics
Experience
LG Electronics MobileComm U.S.A., Inc. 2012 - Present
BSChain, Inc April 2006 - Present
Hyundai MOBIS 2011 - 2012
Merrill Lynch 2010 - 2010
On-Dev (Internet Ventures) 2001 - 2004
Skills
Accounting, Corporate Finance, Research, Analysis, Credit Analysis, Team Leadership, Sharp Technical Acumen, Finance Research, Collaborative Teamwork, Data Mining, Fluent in Korean, Reporting & Analysis, Auditing, Computer Science, Process Improvement, Problem Solving, MS Office Suite, Excel, PowerPoint, Word, SAP, ERP, MES, Adobe Acrobat, Visual Basic, Quickbooks, Windows, Mac, Android, Pivot Tables, Operating Systems, Smartphones, Tablet, CES, MWC, Business Planning, Start-up Operations, MS-DOS
Education
University of California, Berkeley 2008 — 2010
Bachelor of Arts (BA), Economics
LG Electronics MobileComm U.S.A., Inc. 2012 - Present
BSChain, Inc April 2006 - Present
Hyundai MOBIS 2011 - 2012
Merrill Lynch 2010 - 2010
On-Dev (Internet Ventures) 2001 - 2004
Skills
Accounting, Corporate Finance, Research, Analysis, Credit Analysis, Team Leadership, Sharp Technical Acumen, Finance Research, Collaborative Teamwork, Data Mining, Fluent in Korean, Reporting & Analysis, Auditing, Computer Science, Process Improvement, Problem Solving, MS Office Suite, Excel, PowerPoint, Word, SAP, ERP, MES, Adobe Acrobat, Visual Basic, Quickbooks, Windows, Mac, Android, Pivot Tables, Operating Systems, Smartphones, Tablet, CES, MWC, Business Planning, Start-up Operations, MS-DOS
Education
University of California, Berkeley 2008 — 2010
Bachelor of Arts (BA), Economics
Dale Park Dale Park's Merrill Lynch Experience May 2008 - August 2008
Job Sales Planning Analyst at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment October 2014 - Present
Google / CDI Corporation December 2013 - September 2014
U.S. Communities September 2011 - June 2013
Henry C. Levy & Co. March 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Economy
Sony Pictures Entertainment October 2014 - Present
Google / CDI Corporation December 2013 - September 2014
U.S. Communities September 2011 - June 2013
Henry C. Levy & Co. March 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Economy
Alex C. Park's Merrill Lynch Experience August 2013 - December 2013
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Deloitte June 2015 - August 2015
Cypress Point Capital Management, LLC July 2014 - February 2015
Morgan Stanley May 2014 - August 2014
Merrill Lynch August 2013 - December 2013
The Student Advocate's Office February 2013 - October 2013
Olaunch June 2013 - August 2013
Haas School of Business March 2013 - May 2013
Deloitte September 2012 - May 2013
Associated Students of the University of California September 2012 - April 2013
University of Michigan June 2011 - August 2011
Skills
Public Speaking, Entrepreneurship, Fundraising, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Social Media, Research, Corporate Finance, Social Networking, Microsoft Office, Data Analysis, Social Media Marketing, Start-ups, Business Strategy, Marketing Strategy, SEO, CRM, Event Planning
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
B.S. Business Administration
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Deloitte June 2015 - August 2015
Cypress Point Capital Management, LLC July 2014 - February 2015
Morgan Stanley May 2014 - August 2014
Merrill Lynch August 2013 - December 2013
The Student Advocate's Office February 2013 - October 2013
Olaunch June 2013 - August 2013
Haas School of Business March 2013 - May 2013
Deloitte September 2012 - May 2013
Associated Students of the University of California September 2012 - April 2013
University of Michigan June 2011 - August 2011
Skills
Public Speaking, Entrepreneurship, Fundraising, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Social Media, Research, Corporate Finance, Social Networking, Microsoft Office, Data Analysis, Social Media Marketing, Start-ups, Business Strategy, Marketing Strategy, SEO, CRM, Event Planning
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
B.S. Business Administration
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Andrea (Yiyun) Shen Andrea (Yiyun) Shen's Merrill Lynch Experience June 2010 - August 2010
Job Actuarial Analyst at Anthem, Inc.
Industry Insurance
Experience
Anthem, Inc. January 2014 - Present
Anthem, Inc. January 2013 - December 2013
WellPoint January 2012 - December 2012
WellPoint May 2011 - August 2011
UC Berkeley January 2011 - July 2011
University of California, Berkeley, Haas School of Business September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Data Analysis, Analytics, Actuarial Science, VBA, Statistical Modeling, SAS, SAS programming, Predictive Modeling, SQL, Analysis
Education
University of California, Berkeley 2009 — 2011
BA, Mathematics and Statistics
Anthem, Inc. January 2014 - Present
Anthem, Inc. January 2013 - December 2013
WellPoint January 2012 - December 2012
WellPoint May 2011 - August 2011
UC Berkeley January 2011 - July 2011
University of California, Berkeley, Haas School of Business September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Data Analysis, Analytics, Actuarial Science, VBA, Statistical Modeling, SAS, SAS programming, Predictive Modeling, SQL, Analysis
Education
University of California, Berkeley 2009 — 2011
BA, Mathematics and Statistics
Seung Hun Ham Seung Hun Ham's Merrill Lynch Experience February 2013 - May 2013
Job Assistant Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics July 2015 - Present
Moody's Analytics June 2014 - July 2015
Moody's Analytics June 2013 - June 2014
Merrill Lynch February 2013 - May 2013
Republic of Korea Army July 2010 - May 2012
Skills
Data Analysis, CLO, Financial Modeling, VBScript, SQL, CDO
Education
University of California, Berkeley 2009 — 2013
Statistics, Bachelor's Degree
Moody's Analytics July 2015 - Present
Moody's Analytics June 2014 - July 2015
Moody's Analytics June 2013 - June 2014
Merrill Lynch February 2013 - May 2013
Republic of Korea Army July 2010 - May 2012
Skills
Data Analysis, CLO, Financial Modeling, VBScript, SQL, CDO
Education
University of California, Berkeley 2009 — 2013
Statistics, Bachelor's Degree
Peter Kalivas Peter Kalivas's Merrill Lynch Experience September 2011 - January 2012
Job Real Estate Agent
Industry Real Estate
Experience
The Art in Real Estate August 2015 - Present
Marcus & Millichap October 2013 - August 2014
Gold Star Restaurant September 2007 - November 2013
Lee & Associates June 2012 - June 2013
Merrill Lynch September 2011 - January 2012
Skills
Leases, Real Estate Transactions, Real Estate, Investment Properties, Tenant, Property Management, Sellers, Real Estate Development, REO, Real Estate Economics, Commercial Real Estate, Buyer Representation, Lease Negotiations, Brokerage, Landlords, Investments
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
St. Francis High School 2005 — 2009
Bachelor of Arts (BA), Business/Managerial Economics
The Art in Real Estate August 2015 - Present
Marcus & Millichap October 2013 - August 2014
Gold Star Restaurant September 2007 - November 2013
Lee & Associates June 2012 - June 2013
Merrill Lynch September 2011 - January 2012
Skills
Leases, Real Estate Transactions, Real Estate, Investment Properties, Tenant, Property Management, Sellers, Real Estate Development, REO, Real Estate Economics, Commercial Real Estate, Buyer Representation, Lease Negotiations, Brokerage, Landlords, Investments
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
St. Francis High School 2005 — 2009
Bachelor of Arts (BA), Business/Managerial Economics
Hilary Lam Hilary Lam's Merrill Lynch Experience February 2012 - May 2012
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - July 2014
ACG Certified Public Accountants June 2012 - May 2013
Merrill Lynch February 2012 - May 2012
UC Berkeley DeCal September 2011 - December 2011
UBS May 2011 - June 2011
Jing King Technology Holdings Ltd. June 2010 - August 2010
Skills
Excel, Economics, Bloomberg, PowerPoint, Word, English, VBA, Mandarin, Bloomberg Terminal, Cantonese, Microsoft Excel, Auditing, Microsoft Word, French, Partnership Taxation, Corporate Tax, Financial Accounting, GoSystems, Tax, Accounting
Education
Golden Gate University 2013 — 2015
Master of Accountancy
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Yew Chung International School 2006 — 2008
Deloitte September 2015 - Present
Deloitte June 2014 - July 2014
ACG Certified Public Accountants June 2012 - May 2013
Merrill Lynch February 2012 - May 2012
UC Berkeley DeCal September 2011 - December 2011
UBS May 2011 - June 2011
Jing King Technology Holdings Ltd. June 2010 - August 2010
Skills
Excel, Economics, Bloomberg, PowerPoint, Word, English, VBA, Mandarin, Bloomberg Terminal, Cantonese, Microsoft Excel, Auditing, Microsoft Word, French, Partnership Taxation, Corporate Tax, Financial Accounting, GoSystems, Tax, Accounting
Education
Golden Gate University 2013 — 2015
Master of Accountancy
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Yew Chung International School 2006 — 2008
Ying-Chen Li Ying-Chen Li's Merrill Lynch Experience January 1997 - January 2007
Job Senior Trading Strategist at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Riverbend Capital Advisors September 2012 - April 2013
Interactive Data Corp December 2009 - May 2012
J.P. Morgan January 2007 - January 2009
Merrill Lynch January 1997 - January 2007
Skills
Quantitative analysis,..., Fixed Income, Interest Rate..., Structured Products, Credit Derivatives, Capital Markets, Portfolio Management, Investment Banking, Hedge Funds, Equities, Swaps, Trading, Structured Finance, Derivatives
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Mathematics
Bank of America April 2013 - Present
Riverbend Capital Advisors September 2012 - April 2013
Interactive Data Corp December 2009 - May 2012
J.P. Morgan January 2007 - January 2009
Merrill Lynch January 1997 - January 2007
Skills
Quantitative analysis,..., Fixed Income, Interest Rate..., Structured Products, Credit Derivatives, Capital Markets, Portfolio Management, Investment Banking, Hedge Funds, Equities, Swaps, Trading, Structured Finance, Derivatives
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Mathematics
Charles Patrick's Merrill Lynch Experience February 2009 - Present
Job Equity Markets and Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Merrill Lynch August 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Mosher Financial May 2004 - August 2005
Skills
Equity Capital Markets, Deal Execution, Financial Analysis, Product Marketing, Sales, Project Management, Financial Services, Series 7, Equities, Capital Markets, Investments, Banking, Finance, Alternative Investments, Securities, Fixed Income, Portfolio Management, Management, Financial Modeling, Leadership
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, General Management
University of California, Berkeley 1997 — 2001
BA, Economics
Merrill Lynch February 2009 - Present
Merrill Lynch August 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Mosher Financial May 2004 - August 2005
Skills
Equity Capital Markets, Deal Execution, Financial Analysis, Product Marketing, Sales, Project Management, Financial Services, Series 7, Equities, Capital Markets, Investments, Banking, Finance, Alternative Investments, Securities, Fixed Income, Portfolio Management, Management, Financial Modeling, Leadership
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, General Management
University of California, Berkeley 1997 — 2001
BA, Economics
Cathy Wang's Merrill Lynch Experience June 2010 - August 2010
Job Executive Compensation Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson June 2012 - Present
AllianceBernstein June 2011 - August 2011
Talent Advisory Board September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
JGC June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Executive Compensation..., Microsoft Excel, Proxy Statements, Corporate Finance, Economics, Leadership
Education
University of California, Berkeley 2008 — 2012
B.A., Legal Studies (High Honors)
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Towers Watson June 2012 - Present
AllianceBernstein June 2011 - August 2011
Talent Advisory Board September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
JGC June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Executive Compensation..., Microsoft Excel, Proxy Statements, Corporate Finance, Economics, Leadership
Education
University of California, Berkeley 2008 — 2012
B.A., Legal Studies (High Honors)
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Lori Forthmann Lori Forthmann's Merrill Lynch Experience January 2000 - December 2004
Job Vice President True Capital Management investment management for athletes and high net worth individuals
Industry Investment Management
Experience
True Capital Management October 2012 - Present
Westmount Asset Management October 2008 - June 2012
Forthmann Capital Management January 2005 - September 2008
Merrill Lynch January 2000 - December 2004
Skills
Private Wealth..., Financial Planning, Asset Allocation, Tactical Asset..., Alternative Investments, Athletes
Education
UC Berkeley
BA, Political Science
Gonzaga University, Florence Italy
Study Abroad, Language Studies
St. Rose Academy, San Francisco
High School
True Capital Management October 2012 - Present
Westmount Asset Management October 2008 - June 2012
Forthmann Capital Management January 2005 - September 2008
Merrill Lynch January 2000 - December 2004
Skills
Private Wealth..., Financial Planning, Asset Allocation, Tactical Asset..., Alternative Investments, Athletes
Education
UC Berkeley
BA, Political Science
Gonzaga University, Florence Italy
Study Abroad, Language Studies
St. Rose Academy, San Francisco
High School
Michael McMahon's Merrill Lynch Experience September 2010 - December 2010
Job Associate at GI Partners
Industry Financial Services
Experience
GI Partners August 2015 - Present
Goldman Sachs June 2013 - 2015
Deloitte Consulting June 2011 - September 2011
FMV Opinions, Inc. January 2011 - June 2011
Merrill Lynch September 2010 - December 2010
Skills
Business Valuation, Capital IQ, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Valuation
Education
UC Berkeley 2009 — 2013
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business
The Cate School 2005 — 2009
High School
GI Partners August 2015 - Present
Goldman Sachs June 2013 - 2015
Deloitte Consulting June 2011 - September 2011
FMV Opinions, Inc. January 2011 - June 2011
Merrill Lynch September 2010 - December 2010
Skills
Business Valuation, Capital IQ, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Valuation
Education
UC Berkeley 2009 — 2013
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business
The Cate School 2005 — 2009
High School
Christina Qinxin Yang Christina Qinxin Yang's Merrill Lynch Experience December 2010 - January 2011
Job Senior Associate at Financial Services Office EY
Industry Financial Services
Experience
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
UC Berkeley March 2012 - August 2012
Ernst & Young June 2011 - August 2011
Merrill Lynch December 2010 - January 2011
UC Berkeley November 2009 - August 2010
HuaTai Securities Co.,Ltd. May 2009 - August 2009
Industrial and Commercial Bank of China May 2009 - August 2009
Skills
STATA, R programming, Statistics, Research, Mandarin, Data Analysis, Microsoft Office, Financial Modeling, Excel, Public Speaking, SPSS, Financial Analysis, Stata, Valuation, Market Research, Tax, Economics, Analysis, Microsoft Excel, R
Education
University of California, Berkeley 2008 — 2012
Statistics, Economics
Nanjing Foreign Language School 2003 — 2008
HS, Math, Physics, Chemistry
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
UC Berkeley March 2012 - August 2012
Ernst & Young June 2011 - August 2011
Merrill Lynch December 2010 - January 2011
UC Berkeley November 2009 - August 2010
HuaTai Securities Co.,Ltd. May 2009 - August 2009
Industrial and Commercial Bank of China May 2009 - August 2009
Skills
STATA, R programming, Statistics, Research, Mandarin, Data Analysis, Microsoft Office, Financial Modeling, Excel, Public Speaking, SPSS, Financial Analysis, Stata, Valuation, Market Research, Tax, Economics, Analysis, Microsoft Excel, R
Education
University of California, Berkeley 2008 — 2012
Statistics, Economics
Nanjing Foreign Language School 2003 — 2008
HS, Math, Physics, Chemistry
Erica Jennings's Merrill Lynch Experience 1997 - 1999
Job Chief of Staff at Stand & Deliver Group
Industry Public Relations and Communications
Experience
Stand & Deliver Group August 2013 - Present
Epylon Corporation 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
New Business Development, Strategic Planning, Marketing Communications, Press Releases, Event Management, Event Planning, Social Media, Public Relations, Organization, Leadership, Strategy, Management, Marketing, Public Speaking, Business Development, Sales, Entrepreneurship, Marketing Strategy, Editing
Education
University of California, Berkeley
Bachelor's degree, Economics, English
Stand & Deliver Group August 2013 - Present
Epylon Corporation 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
New Business Development, Strategic Planning, Marketing Communications, Press Releases, Event Management, Event Planning, Social Media, Public Relations, Organization, Leadership, Strategy, Management, Marketing, Public Speaking, Business Development, Sales, Entrepreneurship, Marketing Strategy, Editing
Education
University of California, Berkeley
Bachelor's degree, Economics, English
Inno Asuncion Inno Asuncion's Merrill Lynch Experience May 2012 - August 2012
Job Summer Consultant at Oliver Wyman
Industry Financial Services
Experience
UC Berkeley September 2013 - Present
Oliver Wyman June 2014 - August 2014
EY June 2013 - August 2013
FMV Opinions, Inc. November 2012 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Portfolio Management, Asset Allocation, Financial Advisory, Capital IQ, Retirement, Financial Modeling, Valuation, Financial Analysis, R, Python, Mergers & Acquisitions, Bloomberg, Equities, Bloomberg Terminal
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration and Statistics
UC Berkeley September 2013 - Present
Oliver Wyman June 2014 - August 2014
EY June 2013 - August 2013
FMV Opinions, Inc. November 2012 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Portfolio Management, Asset Allocation, Financial Advisory, Capital IQ, Retirement, Financial Modeling, Valuation, Financial Analysis, R, Python, Mergers & Acquisitions, Bloomberg, Equities, Bloomberg Terminal
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration and Statistics
John Swift John Swift's Merrill Lynch Experience November 1992 - August 1998
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2005 - Present
John A. Levin & Co. October 1998 - June 2005
Merrill Lynch November 1992 - August 1998
Skills
Equities, Series 7, Alternative Investments, Portfolio Management, Asset Management, Mutual Funds, Investments, Series 63, Securities, Wealth Management, Asset Allocation
Education
University of Southern California 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Economics
Neuberger Berman June 2005 - Present
John A. Levin & Co. October 1998 - June 2005
Merrill Lynch November 1992 - August 1998
Skills
Equities, Series 7, Alternative Investments, Portfolio Management, Asset Management, Mutual Funds, Investments, Series 63, Securities, Wealth Management, Asset Allocation
Education
University of Southern California 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Economics
Huxley Pinto's Merrill Lynch Experience 2011 - 2012
Job Regional Bank Private Banker
Industry Investment Management
Experience
Wells Fargo Advisors June 2012 - Present
Merrill Lynch 2011 - 2012
HSBC Canada 2008 - 2011
ATB Financial April 2005 - September 2008
Bank of Montreal 2001 - 2005
Skills
Investment Strategies, Retirement Planning, Retirement Income..., Finance, Investments, Retirement, Strategic Financial..., Wealth Management, Credit, Financial Services, Portfolio Management
Education
The University of Calgary 1996 — 2000
BA, Political Science
Bishop Grandin
Wells Fargo Advisors June 2012 - Present
Merrill Lynch 2011 - 2012
HSBC Canada 2008 - 2011
ATB Financial April 2005 - September 2008
Bank of Montreal 2001 - 2005
Skills
Investment Strategies, Retirement Planning, Retirement Income..., Finance, Investments, Retirement, Strategic Financial..., Wealth Management, Credit, Financial Services, Portfolio Management
Education
The University of Calgary 1996 — 2000
BA, Political Science
Bishop Grandin
Henry Liu Henry Liu's Merrill Lynch Experience 2007 - 2007
Job Growth Engineer at Zenefits
Industry Internet
Experience
Zenefits June 2015 - Present
Boingo Wireless August 2012 - September 2013
Cloud Nine Media April 2010 - August 2012
Technology Consulting January 2008 - July 2010
InciteBot June 2008 - December 2009
Merrill Lynch 2007 - 2007
Skills
Django, PHP, Analytics, HTML, Apache, MongoDB, MySQL, Online Advertising, Tornado, iOS development, Android Development, WiFi, Distributed Systems, Mobile Devices, Mobile Applications, Start-ups, Web Applications, Android
Education
University of California, Berkeley 2004 — 2008
BS
Lynbrook Highschool 1999 — 2003
Zenefits June 2015 - Present
Boingo Wireless August 2012 - September 2013
Cloud Nine Media April 2010 - August 2012
Technology Consulting January 2008 - July 2010
InciteBot June 2008 - December 2009
Merrill Lynch 2007 - 2007
Skills
Django, PHP, Analytics, HTML, Apache, MongoDB, MySQL, Online Advertising, Tornado, iOS development, Android Development, WiFi, Distributed Systems, Mobile Devices, Mobile Applications, Start-ups, Web Applications, Android
Education
University of California, Berkeley 2004 — 2008
BS
Lynbrook Highschool 1999 — 2003
Christina Ho (Lam)'s Merrill Lynch Experience May 2001 - September 2001
Job Voice over actor with experience in financial analysis and digital strategy
Industry Airlines/Aviation
Experience
Christina Ho Audio February 2009 - Present
WestJet February 2011 - February 2015
Westjet December 2007 - January 2011
Critical Mass March 2005 - December 2007
Raymond James May 2002 - August 2004
Merrill Lynch May 2001 - September 2001
Skills
Financial Modeling, Analytics, Market Research, Social Media, Web Analytics, business analysis, Digital Strategy, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Business Analysis, Competitive Analysis, Integrated Marketing
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce, Finance, International Business
Christina Ho Audio February 2009 - Present
WestJet February 2011 - February 2015
Westjet December 2007 - January 2011
Critical Mass March 2005 - December 2007
Raymond James May 2002 - August 2004
Merrill Lynch May 2001 - September 2001
Skills
Financial Modeling, Analytics, Market Research, Social Media, Web Analytics, business analysis, Digital Strategy, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Business Analysis, Competitive Analysis, Integrated Marketing
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce, Finance, International Business
Robby Kwok Robby Kwok's Merrill Lynch Experience June 1998 - February 2000
Job The most effective way to do it, is to do it.
Industry Internet
Experience
Twitter May 2015 - Present
TellApart (acquired by Twitter) February 2013 - Present
Stone Korean Kitchen January 2009 - Present
LinkedIn February 2010 - February 2012
Yahoo! February 2002 - February 2010
Epoch Partners February 2000 - July 2001
Merrill Lynch June 1998 - February 2000
Skills
Business Development, Mergers, Corporate Development, Investment Banking, Deal Execution, New Media, Program Management, Partner Management, Investments, Due Diligence, Team Building, Strategic Planning, Valuation, Negotiation, Monetization, Start-ups, Contract Negotiation, Financial Modeling, Business Planning, Business Strategy, New Business Development, Strategy, Business Operations, Food, Mergers & Acquisitions, Entrepreneurship, Cross-functional Team..., Product Marketing, Strategic Partnerships, Competitive Analysis, Product Management, E-commerce, Management, Mobile Devices
Education
University of California, Berkeley 1994 — 1998
Bachelor of Science, Business Administration
Mission San Jose High School 1990 — 1994
Twitter May 2015 - Present
TellApart (acquired by Twitter) February 2013 - Present
Stone Korean Kitchen January 2009 - Present
LinkedIn February 2010 - February 2012
Yahoo! February 2002 - February 2010
Epoch Partners February 2000 - July 2001
Merrill Lynch June 1998 - February 2000
Skills
Business Development, Mergers, Corporate Development, Investment Banking, Deal Execution, New Media, Program Management, Partner Management, Investments, Due Diligence, Team Building, Strategic Planning, Valuation, Negotiation, Monetization, Start-ups, Contract Negotiation, Financial Modeling, Business Planning, Business Strategy, New Business Development, Strategy, Business Operations, Food, Mergers & Acquisitions, Entrepreneurship, Cross-functional Team..., Product Marketing, Strategic Partnerships, Competitive Analysis, Product Management, E-commerce, Management, Mobile Devices
Education
University of California, Berkeley 1994 — 1998
Bachelor of Science, Business Administration
Mission San Jose High School 1990 — 1994
Roseann Zhong's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Chacko Matthew Chacko Matthew's Merrill Lynch Experience February 1978 - September 2011
Job Day Trading at CM Inc
Industry Financial Services
Experience
CM Inc October 2011 - Present
Merrill Lynch February 1978 - September 2011
Merrill Lynch 1978 - 2011
Skills
Fixed Income, Securities, Capital Markets, Derivatives, Investments, Bloomberg, Investment Banking, Trading Systems, Options, Portfolio Management, Equities, Equity Derivatives, FX Options, Electronic Trading, Market Data
Education
Calicut University 1973 — 1978
Bachelor of Science (B.Sc.), Chemistry
CM Inc October 2011 - Present
Merrill Lynch February 1978 - September 2011
Merrill Lynch 1978 - 2011
Skills
Fixed Income, Securities, Capital Markets, Derivatives, Investments, Bloomberg, Investment Banking, Trading Systems, Options, Portfolio Management, Equities, Equity Derivatives, FX Options, Electronic Trading, Market Data
Education
Calicut University 1973 — 1978
Bachelor of Science (B.Sc.), Chemistry
Athena Ling Tong Athena Ling Tong's Merrill Lynch Experience June 2009 - August 2009
Job Tax Manager at EY
Industry Accounting
Experience
EY October 2014 - Present
EY October 2012 - September 2014
EY October 2010 - September 2012
Ascend 2009 - October 2010
Merrill Lynch June 2009 - August 2009
Pacific Rim Partners September 2008 - November 2008
Skills
Financial Analysis, Financial Accounting, GAAP, US GAAP, Tax, Internal Controls, Financial Reporting, Accounting, Chinese, Auditing, Corporate Tax, Sarbanes-Oxley Act, CPA
Education
University of Cambridge 2010 — 2010
Economics, Architecture, Theatre
University of California, Berkeley 2006 — 2010
Economics
EY October 2014 - Present
EY October 2012 - September 2014
EY October 2010 - September 2012
Ascend 2009 - October 2010
Merrill Lynch June 2009 - August 2009
Pacific Rim Partners September 2008 - November 2008
Skills
Financial Analysis, Financial Accounting, GAAP, US GAAP, Tax, Internal Controls, Financial Reporting, Accounting, Chinese, Auditing, Corporate Tax, Sarbanes-Oxley Act, CPA
Education
University of Cambridge 2010 — 2010
Economics, Architecture, Theatre
University of California, Berkeley 2006 — 2010
Economics
Dominic Chan Dominic Chan's Merrill Lynch Experience 2007 - 2007
Job Summit Trail Advisors
Industry Investment Management
Experience
Summit Trail Advisors August 2015 - Present
Barclays 2013 - August 2015
San Francisco Symphony 2011 - 2014
Goldman Sachs 2011 - 2013
San Francisco Symphony 2009 - 2012
AT&T 2008 - 2010
Merrill Lynch 2007 - 2007
Cisco 2006 - 2007
San Francisco Center for Economic Development May 2006 - November 2006
United States Senate May 2005 - August 2005
Skills
Venture Capital, Marketing Strategy, Leadership, Financial Modeling, Strategy, Event Planning, Valuation, Financial Analysis, Asset Management, Hedging, Alternative Investments, Derivatives, Equities, Bloomberg, RediPlus, ThomsonOne, Quantitative Analytics, Risk Modeling, Marketing, Private Equity, Philanthropy, Corporate Development, Equity Research, Mergers & Acquisitions, Investment Management, Finance
Education
University of California, Berkeley
Bachelor of Arts, Political Science/Economics
Summit Trail Advisors August 2015 - Present
Barclays 2013 - August 2015
San Francisco Symphony 2011 - 2014
Goldman Sachs 2011 - 2013
San Francisco Symphony 2009 - 2012
AT&T 2008 - 2010
Merrill Lynch 2007 - 2007
Cisco 2006 - 2007
San Francisco Center for Economic Development May 2006 - November 2006
United States Senate May 2005 - August 2005
Skills
Venture Capital, Marketing Strategy, Leadership, Financial Modeling, Strategy, Event Planning, Valuation, Financial Analysis, Asset Management, Hedging, Alternative Investments, Derivatives, Equities, Bloomberg, RediPlus, ThomsonOne, Quantitative Analytics, Risk Modeling, Marketing, Private Equity, Philanthropy, Corporate Development, Equity Research, Mergers & Acquisitions, Investment Management, Finance
Education
University of California, Berkeley
Bachelor of Arts, Political Science/Economics
Tim Welsh, CFP Tim Welsh, CFP's Merrill Lynch Experience July 1992 - August 1999
Job President at Nexus Strategy
Industry Financial Services
Experience
Nexus Strategy 2006 - Present
Schwab Institutional August 1999 - December 2005
Merrill Lynch July 1992 - August 1999
Skills
Investment Advisory, Wealth Management, Marketing Strategy, Financial Planning, Financial Services, Strategic Financial..., Product Marketing, Strategy, Leadership, Public Speaking, Strategic Planning, Business Planning, Management Consulting, Finance, Marketing, Training
Education
University of California, Berkeley
Bachelor's degree, Economics
University of Colorado at Boulder
Master of Business Administration (M.B.A.), Finance, General
Nexus Strategy 2006 - Present
Schwab Institutional August 1999 - December 2005
Merrill Lynch July 1992 - August 1999
Skills
Investment Advisory, Wealth Management, Marketing Strategy, Financial Planning, Financial Services, Strategic Financial..., Product Marketing, Strategy, Leadership, Public Speaking, Strategic Planning, Business Planning, Management Consulting, Finance, Marketing, Training
Education
University of California, Berkeley
Bachelor's degree, Economics
University of Colorado at Boulder
Master of Business Administration (M.B.A.), Finance, General
Gerry Burchard Gerry Burchard's Merrill Lynch Experience January 1980 - May 1988
Job & Radio Personality
Industry Real Estate
Experience
Prime Capital Equities January 2015 - Present
Pacific Sotheby`s International Realty May 2014 - Present
Pacific Sotheby's International Realty: Prime Capital Equities May 2014 - Present
Willis Allen Real Estate January 2013 - April 2014
Villas de Oro at Palmilla January 1999 - December 2012
Round Hill Securities April 1995 - November 2004
Prudential Securities April 1990 - May 1995
Shearson Lehman Hutton January 1988 - May 1990
Merrill Lynch January 1980 - May 1988
Pacific Stock Exchange Options Floor February 1980 - December 1982
Skills
Series 7, Series 24, Series 63, Securities, Investment Advisory, Asset Management, Investments, Real Estate, Financial Analysis, California Real Estate..., Asset Managment, Real Estate License, Sellers, Real Estate Development, Investors, Luxury, Real Estate Transactions, Investment Properties, Residential Homes, Finance, International Real..., Sales, Real Estate Financing, Vacation Homes, REO, Real Estate Economics, Rentals, Short Sales, Condos, Real Property, Foreclosures, Single Family Homes, Property, Relocation, Property Management, Listings, Peer to Peer Lending, Buyers, Buyer Representation, Referrals
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts, Social Welfare & Economics
Saint Ignatius College Preparatory 1972 — 1976
High School, High School Diploma
Prime Capital Equities January 2015 - Present
Pacific Sotheby`s International Realty May 2014 - Present
Pacific Sotheby's International Realty: Prime Capital Equities May 2014 - Present
Willis Allen Real Estate January 2013 - April 2014
Villas de Oro at Palmilla January 1999 - December 2012
Round Hill Securities April 1995 - November 2004
Prudential Securities April 1990 - May 1995
Shearson Lehman Hutton January 1988 - May 1990
Merrill Lynch January 1980 - May 1988
Pacific Stock Exchange Options Floor February 1980 - December 1982
Skills
Series 7, Series 24, Series 63, Securities, Investment Advisory, Asset Management, Investments, Real Estate, Financial Analysis, California Real Estate..., Asset Managment, Real Estate License, Sellers, Real Estate Development, Investors, Luxury, Real Estate Transactions, Investment Properties, Residential Homes, Finance, International Real..., Sales, Real Estate Financing, Vacation Homes, REO, Real Estate Economics, Rentals, Short Sales, Condos, Real Property, Foreclosures, Single Family Homes, Property, Relocation, Property Management, Listings, Peer to Peer Lending, Buyers, Buyer Representation, Referrals
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts, Social Welfare & Economics
Saint Ignatius College Preparatory 1972 — 1976
High School, High School Diploma
Dan Zubkoff Dan Zubkoff's Merrill Lynch Experience 1989 - 1989
Job Sr. IT Director, Business Enablement at BMC Software
Industry Information Technology and Services
Experience
BMC Software 2014 - Present
BMC Software 2012 - 2014
BMC Software 2009 - 2012
BMC Software 2007 - 2009
Sun Microsystems March 1997 - March 2007
Oracle Corporation 1996 - 1997
Deloitte & Touche 1995 - 1996
Andersen Consulting 1992 - 1995
Merrill Lynch 1989 - 1989
Skills
SaaS, Enterprise Software, Vendor Management, CRM, Software Development, Information Technology, Management, Software Project..., Strategy, Project Management, Leadership, Account Management, Architecture, Customer Support, IT Service Management, Enterprise Architecture
Education
University of California, Berkeley
B.A.
Oxford University, U.K.
Summer
BMC Software 2014 - Present
BMC Software 2012 - 2014
BMC Software 2009 - 2012
BMC Software 2007 - 2009
Sun Microsystems March 1997 - March 2007
Oracle Corporation 1996 - 1997
Deloitte & Touche 1995 - 1996
Andersen Consulting 1992 - 1995
Merrill Lynch 1989 - 1989
Skills
SaaS, Enterprise Software, Vendor Management, CRM, Software Development, Information Technology, Management, Software Project..., Strategy, Project Management, Leadership, Account Management, Architecture, Customer Support, IT Service Management, Enterprise Architecture
Education
University of California, Berkeley
B.A.
Oxford University, U.K.
Summer
Austin Hipschen Austin Hipschen's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2012 - Present
Commodity Options Market Maker 2007 - 2012
East Coast Options, Inc. 2006 - 2007
Commodity Options Market Maker 2004 - 2006
Options Clerk 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Equities, Investments, Hedge Funds, Asset Managment, Bloomberg, Electronic Trading, Alternative Investments, Valuation, Fixed Income, Arbitrage, Capital Markets, Financial Markets, Investment Strategies, Traders, Commodity Risk...
Education
University of California 1996 — 1999
Bachelor of Arts, Business Economics
Merrill Lynch 2012 - Present
Commodity Options Market Maker 2007 - 2012
East Coast Options, Inc. 2006 - 2007
Commodity Options Market Maker 2004 - 2006
Options Clerk 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Equities, Investments, Hedge Funds, Asset Managment, Bloomberg, Electronic Trading, Alternative Investments, Valuation, Fixed Income, Arbitrage, Capital Markets, Financial Markets, Investment Strategies, Traders, Commodity Risk...
Education
University of California 1996 — 1999
Bachelor of Arts, Business Economics
James Fleischman James Fleischman's Merrill Lynch Experience 1993 - 1995
Job Commercial Real Estate Consultantas needed basis. at Bixby Bridge Capital, (a Hedge Fund)
Industry Investment Banking
Experience
Bixby Bridge Capital 2012 - Present
Structured Real Estate, Inc. 2000 - Present
Morgan Stanley's CMBS Group 1995 - 1998
Deutsche Bank 1994 - 1996
Merrill Lynch 1993 - 1995
Skills
Due Diligence, Investments, Financial Structuring, Asset Managment, Loans, Financial Modeling, Real Estate, Valuation, Real Estate Economics, Portfolio Management, Loan Origination, Capital Markets, Asset Management, Commercial Real Estate, Commercial Mortgages, Mergers & Acquisitions, Underwriting, Securitization, Loan Servicing, Structured Finance, Funding, Financial Analysis
Education
University of California, Berkeley 1980 — 1981
Graduate Courses, Real Estate Law, Planning
University of California, Santa Cruz 1974 — 1976
BA/BS, Environmental Planning-Institutions and Public Policy
University of California, Irvine 1973 — 1974
Environmental Planning-Institutions and Public Policy and a minor in Biology.
University of Wisconsin-Milwaukee 1969 — 1971
No Degree...Freshman-Sophmore, Biology, B's
Bixby Bridge Capital 2012 - Present
Structured Real Estate, Inc. 2000 - Present
Morgan Stanley's CMBS Group 1995 - 1998
Deutsche Bank 1994 - 1996
Merrill Lynch 1993 - 1995
Skills
Due Diligence, Investments, Financial Structuring, Asset Managment, Loans, Financial Modeling, Real Estate, Valuation, Real Estate Economics, Portfolio Management, Loan Origination, Capital Markets, Asset Management, Commercial Real Estate, Commercial Mortgages, Mergers & Acquisitions, Underwriting, Securitization, Loan Servicing, Structured Finance, Funding, Financial Analysis
Education
University of California, Berkeley 1980 — 1981
Graduate Courses, Real Estate Law, Planning
University of California, Santa Cruz 1974 — 1976
BA/BS, Environmental Planning-Institutions and Public Policy
University of California, Irvine 1973 — 1974
Environmental Planning-Institutions and Public Policy and a minor in Biology.
University of Wisconsin-Milwaukee 1969 — 1971
No Degree...Freshman-Sophmore, Biology, B's
Greg Brogger's Merrill Lynch Experience 1995 - 1995
Job Chief Executive Officer, Founder at SharesPost, Inc.
Industry Information Technology and Services
Experience
SharesPost, Inc. March 2013 - Present
NASDAQ Private Market March 2013 - March 2015
SharesPost, Inc. January 2009 - March 2013
BrightHouse, Inc. November 2007 - January 2009
Zag.com December 2003 - November 2007
eMedia/Zerotree Technologies August 2000 - August 2002
CarsDirect/Internet Brands November 1999 - June 2000
idealab, Inc. September 1998 - November 1999
Wilson Sonsini Goodrich & Rosati July 1996 - September 1998
Merrill Lynch 1995 - 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1996
M.B.A., Finance
University of Pennsylvania Law School 1992 — 1996
J.D.
University of California, Berkeley 1986 — 1990
SharesPost, Inc. March 2013 - Present
NASDAQ Private Market March 2013 - March 2015
SharesPost, Inc. January 2009 - March 2013
BrightHouse, Inc. November 2007 - January 2009
Zag.com December 2003 - November 2007
eMedia/Zerotree Technologies August 2000 - August 2002
CarsDirect/Internet Brands November 1999 - June 2000
idealab, Inc. September 1998 - November 1999
Wilson Sonsini Goodrich & Rosati July 1996 - September 1998
Merrill Lynch 1995 - 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1996
M.B.A., Finance
University of Pennsylvania Law School 1992 — 1996
J.D.
University of California, Berkeley 1986 — 1990
Barry Stern Barry Stern's Merrill Lynch Experience October 1983 - February 1989
Job Wealth Management Strategies at Raymond James/Creating a Reliable Income Stream Now and In Retirement/"Living the Dream"
Industry Financial Services
Experience
UBS Financial Services May 2006 - June 2014
Morgan Stanley May 1995 - May 2006
Prudential Financial February 1989 - May 1995
Merrill Lynch October 1983 - February 1989
Skills
Wealth Management..., Wealth Preservation..., Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Stock Market, Equities, Fixed Income, Strategic Planning, Marketing Strategy, Marketing, Multi-generational..., Variable Annuities, Long Term Care Insurance, College Education..., Cash Flow Management, Negotiation, Sales, Series 7, Series 63, Series 65, Series 31, Series 9, series 10, 529 Plans, Roth IRA, SEP IRA, 401k Rollovers, Portfolio Management, In-Kind 401(k) Service..., Investments, Management, Finance
Education
University of California, Berkeley 1973 — 1975
Bachelor's Degree
University of California, San Diego 1971 — 1973
UBS Financial Services May 2006 - June 2014
Morgan Stanley May 1995 - May 2006
Prudential Financial February 1989 - May 1995
Merrill Lynch October 1983 - February 1989
Skills
Wealth Management..., Wealth Preservation..., Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Stock Market, Equities, Fixed Income, Strategic Planning, Marketing Strategy, Marketing, Multi-generational..., Variable Annuities, Long Term Care Insurance, College Education..., Cash Flow Management, Negotiation, Sales, Series 7, Series 63, Series 65, Series 31, Series 9, series 10, 529 Plans, Roth IRA, SEP IRA, 401k Rollovers, Portfolio Management, In-Kind 401(k) Service..., Investments, Management, Finance
Education
University of California, Berkeley 1973 — 1975
Bachelor's Degree
University of California, San Diego 1971 — 1973
Cody McCormick Cody McCormick's Merrill Lynch Experience 2004 - 2006
Job Sales at Bridgepointe Technologies
Industry Telecommunications
Experience
Bridgepointe Technologies 2012 - Present
Bloomberg 2006 - 2012
Merrill Lynch 2004 - 2006
Education
Berkeley High School
UC Berkeley
Bridgepointe Technologies 2012 - Present
Bloomberg 2006 - 2012
Merrill Lynch 2004 - 2006
Education
Berkeley High School
UC Berkeley
Prithvi Guruprasad Prithvi Guruprasad's Merrill Lynch Experience May 2012 - August 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2014 - Present
The Berkeley Group January 2012 - December 2013
Merrill Lynch May 2012 - August 2012
Project RISHI (Rural India Social and Health Improvement) August 2010 - August 2012
U.S. House of Representatives Office of Congresswoman Grace Napolitano (CA-D) May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Nonprofits, Analysis, Market Research, Marketing, Consulting
Education
UC Berkeley 2009 — 2013
Business Administration B.S. [Haas School of Business], Economics B.A.
Mission San Jose High School 2005 — 2009
Deloitte August 2014 - Present
The Berkeley Group January 2012 - December 2013
Merrill Lynch May 2012 - August 2012
Project RISHI (Rural India Social and Health Improvement) August 2010 - August 2012
U.S. House of Representatives Office of Congresswoman Grace Napolitano (CA-D) May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Nonprofits, Analysis, Market Research, Marketing, Consulting
Education
UC Berkeley 2009 — 2013
Business Administration B.S. [Haas School of Business], Economics B.A.
Mission San Jose High School 2005 — 2009
Benjamin Bang's Merrill Lynch Experience June 2012 - August 2012
Job Wealth Management Intern at Merrill Lynch
Industry Management Consulting
Experience
Republic of Korea Army at Armed Forces Capital Hosptial August 2013 - July 2015
Merrill Lynch June 2012 - August 2012
UC Berkeley March 2012 - July 2012
PlayGround, Inc. February 2012 - May 2012
IABC December 2011 - May 2012
Skills
Competitive Analysis, Event Planning, Microsoft Office, Market Research, Management, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Analysis, Social Networking, Microsoft Excel, Marketing Research
Education
University of California, Berkeley 2011 — 2017
Bachelor’s Degree, Statistics and Economics
Palos Verdes Peninsula High School 2007 — 2011
High School, 3.86/4.0
Republic of Korea Army at Armed Forces Capital Hosptial August 2013 - July 2015
Merrill Lynch June 2012 - August 2012
UC Berkeley March 2012 - July 2012
PlayGround, Inc. February 2012 - May 2012
IABC December 2011 - May 2012
Skills
Competitive Analysis, Event Planning, Microsoft Office, Market Research, Management, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Analysis, Social Networking, Microsoft Excel, Marketing Research
Education
University of California, Berkeley 2011 — 2017
Bachelor’s Degree, Statistics and Economics
Palos Verdes Peninsula High School 2007 — 2011
High School, 3.86/4.0
Eric Hon, CFP® Eric Hon, CFP®'s Merrill Lynch Experience October 2013 - Present
Job Private Wealth Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Skills
Investments, Strategic Financial..., Financial Advisory, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Series 7, Wealth Management, Equities, Financial Services, Financial Planning, Investment Advisory, Banking, Fixed Income, Wealth Management..., Mutual Funds, Insurance, Retirement, Asset Management, Investment Strategies, Uniform Combined State..., Wealth, Alternative Investments, Estate Planning, Financial Risk, Securities, Series 63, Investment Management, FINRA, IRAs, Personal Finance, Wealth Accumulation
Education
UC Berkeley 2011 — 2013
UC San Diego 2003 — 2006
Merrill Lynch October 2013 - Present
Skills
Investments, Strategic Financial..., Financial Advisory, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Series 7, Wealth Management, Equities, Financial Services, Financial Planning, Investment Advisory, Banking, Fixed Income, Wealth Management..., Mutual Funds, Insurance, Retirement, Asset Management, Investment Strategies, Uniform Combined State..., Wealth, Alternative Investments, Estate Planning, Financial Risk, Securities, Series 63, Investment Management, FINRA, IRAs, Personal Finance, Wealth Accumulation
Education
UC Berkeley 2011 — 2013
UC San Diego 2003 — 2006
Daniel Sun Daniel Sun's Merrill Lynch Experience May 2014 - August 2014
Job Intern at Deloitte Consulting
Industry
Experience
Venture Strategy Solutions September 2013 - Present
Berkeley Business Society September 2013 - Present
Sacramento Kings September 2014 - Present
Deloitte June 2015 - August 2015
Grit Media February 2015 - July 2015
UC Berkeley June 2014 - September 2014
Merrill Lynch May 2014 - August 2014
Main Stacks Competitive Dance Team October 2013 - February 2014
Auxogyn, Inc. July 2011 - January 2012
Skills
Marketing, Public Speaking, Entrepreneurship, Marketing Strategy, Communication, Microsoft Excel, Public Relations, PowerPoint, Strategic Planning, Recruiting, Teaching, Sports Marketing, Microsoft Word, Photoshop, Fire Breathing, Sports Management, Social Media, Data Analysis, Leadership
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor’s Degree, Business Administration
University of California, Berkeley 2013 — 2017
Bachelor’s Degree, Economics
Lynbrook High School 2009 — 2013
High School Diploma, Cumulative GPA: 4.0 unweighted
Venture Strategy Solutions September 2013 - Present
Berkeley Business Society September 2013 - Present
Sacramento Kings September 2014 - Present
Deloitte June 2015 - August 2015
Grit Media February 2015 - July 2015
UC Berkeley June 2014 - September 2014
Merrill Lynch May 2014 - August 2014
Main Stacks Competitive Dance Team October 2013 - February 2014
Auxogyn, Inc. July 2011 - January 2012
Skills
Marketing, Public Speaking, Entrepreneurship, Marketing Strategy, Communication, Microsoft Excel, Public Relations, PowerPoint, Strategic Planning, Recruiting, Teaching, Sports Marketing, Microsoft Word, Photoshop, Fire Breathing, Sports Management, Social Media, Data Analysis, Leadership
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor’s Degree, Business Administration
University of California, Berkeley 2013 — 2017
Bachelor’s Degree, Economics
Lynbrook High School 2009 — 2013
High School Diploma, Cumulative GPA: 4.0 unweighted
Ryan Jue Ryan Jue's Merrill Lynch Experience 2007 - 2009
Job User Acquisition at Lumos Labs (Lumosity)
Industry Internet
Experience
Lumos Labs (Lumosity) August 2015 - Present
Wedbush Securities 2010 - 2015
Kuipp, LLC 2010 - 2011
Primarius Capital 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Mergers & Acquisitions, Investment Banking, Hedge Funds, Equities, Finance, Capital Markets
Education
University of California, Berkeley 2003 — 2007
B.S., Electrical Engineering and Computer Science, Industrial Engineering and Operations Research
Lumos Labs (Lumosity) August 2015 - Present
Wedbush Securities 2010 - 2015
Kuipp, LLC 2010 - 2011
Primarius Capital 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Mergers & Acquisitions, Investment Banking, Hedge Funds, Equities, Finance, Capital Markets
Education
University of California, Berkeley 2003 — 2007
B.S., Electrical Engineering and Computer Science, Industrial Engineering and Operations Research
Kevin Lin's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - December 2013
Serent Capital January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
AlbertMing Inc October 2011 - May 2012
Skills
Microsoft Office, Mandarin, Event Planning, PowerPoint, Microsoft Excel, Marketing Strategy, Facebook, Data Analysis, Spanish, Microsoft Word, Research, Event Management, Public Speaking, Capital IQ, Business Strategy, Private Equity, Investments, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Business Administration
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - December 2013
Serent Capital January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
AlbertMing Inc October 2011 - May 2012
Skills
Microsoft Office, Mandarin, Event Planning, PowerPoint, Microsoft Excel, Marketing Strategy, Facebook, Data Analysis, Spanish, Microsoft Word, Research, Event Management, Public Speaking, Capital IQ, Business Strategy, Private Equity, Investments, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Business Administration
Andres Calzada Andres Calzada's Merrill Lynch Experience September 2013 - December 2013
Job Patents at Google
Industry Information Technology and Services
Experience
Google September 2014 - Present
Merrill Lynch September 2013 - December 2013
Skills
Data Analysis, Financial Analysis, Analysis, Spanish, Sales, Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Economics, Teamwork, Investments, Leadership, Statistics, Public Speaking
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Political Economy and Government
Google September 2014 - Present
Merrill Lynch September 2013 - December 2013
Skills
Data Analysis, Financial Analysis, Analysis, Spanish, Sales, Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Economics, Teamwork, Investments, Leadership, Statistics, Public Speaking
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Political Economy and Government
Henry Park Henry Park's Merrill Lynch Experience 2011 - 2011
Job Analyst
Industry Internet
Experience
Greenline Partners 2015 - Present
People.Co 2013 - 2015
Fisher Investments 2012 - 2013
Merrill Lynch 2011 - 2011
Haas School of Business 2009 - 2010
Life360 2009 - 2009
Skills
MySQL, VBA, QuickBooks, Bloomberg, STATA, Thompson One
Education
University of California, Berkeley 2008 — 2012
B.A, Economics
Greenline Partners 2015 - Present
People.Co 2013 - 2015
Fisher Investments 2012 - 2013
Merrill Lynch 2011 - 2011
Haas School of Business 2009 - 2010
Life360 2009 - 2009
Skills
MySQL, VBA, QuickBooks, Bloomberg, STATA, Thompson One
Education
University of California, Berkeley 2008 — 2012
B.A, Economics
Chris Ng's Merrill Lynch Experience June 2013 - December 2013
Job Finance at Apple
Industry Consumer Electronics
Experience
Caviar, Inc. May 2013 - June 2015
Apple May 2014 - August 2014
Merrill Lynch June 2013 - December 2013
Merrill Lynch May 2013 - August 2013
Deloitte April 2013 - April 2013
MotherApp June 2010 - August 2010
Skills
PowerPoint, Linear Programming, Macroeconomics, Data Analysis, Calculus, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Decision Analysis, Finance, Business Statistics, Google Adwords, Google Analytics, Applied Probability, Probability Theory, AMPL, TreeAge, Business Ethics, Multivariable Calculus, Linear Algebra, Differential Equations, Mac & PC platforms, Facebook
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Minor in Industrial Engineering and Operations Research, 3.8
Caviar, Inc. May 2013 - June 2015
Apple May 2014 - August 2014
Merrill Lynch June 2013 - December 2013
Merrill Lynch May 2013 - August 2013
Deloitte April 2013 - April 2013
MotherApp June 2010 - August 2010
Skills
PowerPoint, Linear Programming, Macroeconomics, Data Analysis, Calculus, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Decision Analysis, Finance, Business Statistics, Google Adwords, Google Analytics, Applied Probability, Probability Theory, AMPL, TreeAge, Business Ethics, Multivariable Calculus, Linear Algebra, Differential Equations, Mac & PC platforms, Facebook
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Minor in Industrial Engineering and Operations Research, 3.8
Gloria Liou Gloria Liou's Merrill Lynch Experience January 2011 - June 2011
Job Account Manager at Dot & Bo
Industry Information Technology and Services
Experience
Dot & Bo August 2015 - Present
Deloitte & Touche, LLP September 2013 - July 2015
University of California, Berkeley June 2011 - August 2013
Alpha Kappa Psi September 2010 - August 2013
The Movement August 2009 - August 2013
Deloitte & Touche, LLP June 2012 - August 2012
Cisco Systems August 2011 - December 2011
Deloitte & Touche, LLP July 2011 - July 2011
Merrill Lynch January 2011 - June 2011
ASUC Auxiliary, University of California, Berkeley January 2010 - October 2010
Skills
Economics, Marketing, Leadership, Statistics, Finance, PowerPoint, Photoshop, Mandarin, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, InDesign, Market Research, Data Analysis, Access
Education
University of California, Berkeley 2009 — 2013
B.A, Economics, Media Studies
Dot & Bo August 2015 - Present
Deloitte & Touche, LLP September 2013 - July 2015
University of California, Berkeley June 2011 - August 2013
Alpha Kappa Psi September 2010 - August 2013
The Movement August 2009 - August 2013
Deloitte & Touche, LLP June 2012 - August 2012
Cisco Systems August 2011 - December 2011
Deloitte & Touche, LLP July 2011 - July 2011
Merrill Lynch January 2011 - June 2011
ASUC Auxiliary, University of California, Berkeley January 2010 - October 2010
Skills
Economics, Marketing, Leadership, Statistics, Finance, PowerPoint, Photoshop, Mandarin, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, InDesign, Market Research, Data Analysis, Access
Education
University of California, Berkeley 2009 — 2013
B.A, Economics, Media Studies
Jon Lee Jon Lee's Merrill Lynch Experience 2000 - 2002
Job CEO/Founder of ProsperWorks Inc.
Industry Internet
Experience
ProsperWorks Inc. January 2013 - Present
ClearCare July 2014 - Present
Various 2007 - Present
Twurler June 2012 - December 2012
Zynga May 2011 - January 2012
DNA Games, Inc. June 2009 - May 2011
Epic Media Group September 2006 - October 2007
Bazaar Advertising Solutions Inc. October 2004 - September 2006
Yahoo! Search International 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Google Adwords, Monetization, Start-ups, Mobile Devices, Entrepreneurship, Marketing, Distributed Systems, Investor Relations, Ruby, SEM, Strategy, Analytics, Mobile Marketing, Digital Media, CRM, Leadership, Sales Management, Sales, Strategic Planning
Education
University of California, Berkeley 1996 — 2000
BS, Industrial Engineering & Operations Research
ProsperWorks Inc. January 2013 - Present
ClearCare July 2014 - Present
Various 2007 - Present
Twurler June 2012 - December 2012
Zynga May 2011 - January 2012
DNA Games, Inc. June 2009 - May 2011
Epic Media Group September 2006 - October 2007
Bazaar Advertising Solutions Inc. October 2004 - September 2006
Yahoo! Search International 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Google Adwords, Monetization, Start-ups, Mobile Devices, Entrepreneurship, Marketing, Distributed Systems, Investor Relations, Ruby, SEM, Strategy, Analytics, Mobile Marketing, Digital Media, CRM, Leadership, Sales Management, Sales, Strategic Planning
Education
University of California, Berkeley 1996 — 2000
BS, Industrial Engineering & Operations Research
Wonjun Jeong Wonjun Jeong's Merrill Lynch Experience October 2011 - January 2012
Job Software Engineer at Pinterest
Industry Computer Software
Experience
Pinterest August 2015 - Present
Camp Sudo March 2015 - Present
Facebook June 2014 - September 2014
CalCentral - UC Berkeley October 2013 - May 2014
Workday May 2013 - August 2013
UC Berkeley January 2013 - August 2013
Merrill Lynch October 2011 - January 2012
Skills
Java, Python, C, Ruby on Rails, Software Development, Discrete Mathematics, Probability Theory, Software Design, Test Driven Development, Software Engineering, Algorithms, Ruby, Git
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
Pinterest August 2015 - Present
Camp Sudo March 2015 - Present
Facebook June 2014 - September 2014
CalCentral - UC Berkeley October 2013 - May 2014
Workday May 2013 - August 2013
UC Berkeley January 2013 - August 2013
Merrill Lynch October 2011 - January 2012
Skills
Java, Python, C, Ruby on Rails, Software Development, Discrete Mathematics, Probability Theory, Software Design, Test Driven Development, Software Engineering, Algorithms, Ruby, Git
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
Alka Murthy's Merrill Lynch Experience February 2015 - April 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Pariveda Solutions June 2015 - August 2015
Merrill Lynch February 2015 - April 2015
UCLA Center for Advanced Surgical and Interventional Technology May 2013 - August 2013
Skills
Research, Public Speaking, Leadership, Social Media, International Relations, Debate, Microsoft Office, Nonprofits, Model United Nations, Microsoft Excel, Foreign Languages, Microsoft Word, PowerPoint, Event Planning, Marketing, Photoshop, Teamwork, Fundraising, Customer Service, Recruiting, French, Technology, Finance, Boolean Searching, Sourcing, SEO, Competitive Intelligence
Education
University of California, Berkeley
Bachelor's Degree, Economics
Granada Hills Charter High School
International Baccalaureate Diploma Programme
Pariveda Solutions June 2015 - August 2015
Merrill Lynch February 2015 - April 2015
UCLA Center for Advanced Surgical and Interventional Technology May 2013 - August 2013
Skills
Research, Public Speaking, Leadership, Social Media, International Relations, Debate, Microsoft Office, Nonprofits, Model United Nations, Microsoft Excel, Foreign Languages, Microsoft Word, PowerPoint, Event Planning, Marketing, Photoshop, Teamwork, Fundraising, Customer Service, Recruiting, French, Technology, Finance, Boolean Searching, Sourcing, SEO, Competitive Intelligence
Education
University of California, Berkeley
Bachelor's Degree, Economics
Granada Hills Charter High School
International Baccalaureate Diploma Programme
Spencer McLeod Spencer McLeod's Merrill Lynch Experience May 2011 - August 2011
Job Associate, Venture Capital at GSV Asset Management
Industry Venture Capital & Private Equity
Experience
GSV Asset Management July 2014 - Present
GSV Asset Management June 2012 - July 2014
UC Berkeley August 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Associated Students of the University of California August 2010 - May 2011
Goldman Sachs October 2010 - October 2010
Skills
Microsoft Office, Mergers & Acquisitions, Investment Advisory, Corporate Finance, Equity Trading, Political Economy, Policy, IPO, Financial Advisory, PowerPoint, Private Placements, Policy Analysis, Equities, Economics, Research, LBO, Valuation, Emerging Markets, Private Equity, Global Macro, Investor Relations, Financial Modeling, Investment Banking, Investments, Venture Capital, Public Speaking, Fundraising, Alternative Investments, Leadership, Political Campaigns
Education
University of California, Berkeley 2008 — 2012
B.A., Global Economics, Minor: Public Policy, Goldman School of Public Policy, Graduate
Junipero Serra High School 2004 — 2008
GSV Asset Management July 2014 - Present
GSV Asset Management June 2012 - July 2014
UC Berkeley August 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Associated Students of the University of California August 2010 - May 2011
Goldman Sachs October 2010 - October 2010
Skills
Microsoft Office, Mergers & Acquisitions, Investment Advisory, Corporate Finance, Equity Trading, Political Economy, Policy, IPO, Financial Advisory, PowerPoint, Private Placements, Policy Analysis, Equities, Economics, Research, LBO, Valuation, Emerging Markets, Private Equity, Global Macro, Investor Relations, Financial Modeling, Investment Banking, Investments, Venture Capital, Public Speaking, Fundraising, Alternative Investments, Leadership, Political Campaigns
Education
University of California, Berkeley 2008 — 2012
B.A., Global Economics, Minor: Public Policy, Goldman School of Public Policy, Graduate
Junipero Serra High School 2004 — 2008
Ramin Todd Montakab, Esq.'s Merrill Lynch Experience June 2006 - September 2006
Job Associate Attorney
Industry Law Practice
Experience
Clinton & Clinton August 2014 - June 2015
Bohm Matsen LLP (now Bohm Wildish, APC) September 2013 - January 2014
Enenstein & Ribakoff APC May 2012 - July 2012
University of San Diego School of Law, Legal Clinics June 2011 - December 2011
Outlick Media Inc. June 2011 - September 2011
Superior Court of California May 2010 - August 2010
Resolution Economics May 2008 - August 2009
C.H.I.L.D. (Children's Hope Int'l Literacy and Development) September 2001 - May 2009
UC Berkeley September 2006 - May 2007
Merrill Lynch June 2006 - September 2006
Skills
Litigation Support, Legal Writing, Legal Research, Litigation, Analysis, Economics, Entrepreneurship, Courts, Legal Assistance, Class Actions, Bankruptcy, Dispute Resolution, Securities Regulation, Microsoft Excel, Microsoft Office, Westlaw, Nonprofits, Excel, Real Estate Transactions, Contract Negotiation, Trusts, New Business Development, Real Estate Economics, Mediation, Trials, Business Litigation, Lexis, Arbitration, LexisNexis, Civil Litigation, Corporate Law, Licensing, Research, Motions, Commercial Litigation, Depositions, Public Speaking
Education
University of San Diego School of Law 2010 — 2013
Juris Doctor, Business Transactions and Litigation
University of California, Berkeley 2005 — 2007
Bachelor of Arts, Political Economy
Sage Hill High School 2001 — 2003
High School Diploma
Institute Le Rosey
Clinton & Clinton August 2014 - June 2015
Bohm Matsen LLP (now Bohm Wildish, APC) September 2013 - January 2014
Enenstein & Ribakoff APC May 2012 - July 2012
University of San Diego School of Law, Legal Clinics June 2011 - December 2011
Outlick Media Inc. June 2011 - September 2011
Superior Court of California May 2010 - August 2010
Resolution Economics May 2008 - August 2009
C.H.I.L.D. (Children's Hope Int'l Literacy and Development) September 2001 - May 2009
UC Berkeley September 2006 - May 2007
Merrill Lynch June 2006 - September 2006
Skills
Litigation Support, Legal Writing, Legal Research, Litigation, Analysis, Economics, Entrepreneurship, Courts, Legal Assistance, Class Actions, Bankruptcy, Dispute Resolution, Securities Regulation, Microsoft Excel, Microsoft Office, Westlaw, Nonprofits, Excel, Real Estate Transactions, Contract Negotiation, Trusts, New Business Development, Real Estate Economics, Mediation, Trials, Business Litigation, Lexis, Arbitration, LexisNexis, Civil Litigation, Corporate Law, Licensing, Research, Motions, Commercial Litigation, Depositions, Public Speaking
Education
University of San Diego School of Law 2010 — 2013
Juris Doctor, Business Transactions and Litigation
University of California, Berkeley 2005 — 2007
Bachelor of Arts, Political Economy
Sage Hill High School 2001 — 2003
High School Diploma
Institute Le Rosey
Brian Cabezud Brian Cabezud's Merrill Lynch Experience 2000 - 2001
Job Managing Partner at Sunlight Capital Group
Industry Venture Capital & Private Equity
Experience
Sunlight Capital Group August 2015 - Present
Syntek Capital October 2006 - 2015
Kidrobot 2011 - 2014
eCommLink 2010 - 2011
MetiLinx 2010 - 2010
Wild Brain 2006 - 2010
Salesforce.com 2005 - 2005
Safeguard Scientifics 2005 - 2005
Wedbush Morgan Securities 2002 - 2004
Merrill Lynch 2000 - 2001
Skills
Business Development, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Investments, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategy, Mergers, Financial Analysis, Executive Management, Finance, Investment Banking, Negotiation, Portfolio Management, Financial Modeling, JavaScript, Ruby on Rails, LESS, CSS, HTML5, PostgreSQL, Github, Tennis, Martial Arts, Educational Toys, Securities, Equity Research, Search Funds, Family Office
Education
The Wharton School, University of Pennsylvania 2004 — 2006
MBA
University of California, Berkeley 1995 — 1998
Bachelor of Science
Sunlight Capital Group August 2015 - Present
Syntek Capital October 2006 - 2015
Kidrobot 2011 - 2014
eCommLink 2010 - 2011
MetiLinx 2010 - 2010
Wild Brain 2006 - 2010
Salesforce.com 2005 - 2005
Safeguard Scientifics 2005 - 2005
Wedbush Morgan Securities 2002 - 2004
Merrill Lynch 2000 - 2001
Skills
Business Development, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Investments, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategy, Mergers, Financial Analysis, Executive Management, Finance, Investment Banking, Negotiation, Portfolio Management, Financial Modeling, JavaScript, Ruby on Rails, LESS, CSS, HTML5, PostgreSQL, Github, Tennis, Martial Arts, Educational Toys, Securities, Equity Research, Search Funds, Family Office
Education
The Wharton School, University of Pennsylvania 2004 — 2006
MBA
University of California, Berkeley 1995 — 1998
Bachelor of Science
Tammy Lee's Merrill Lynch Experience June 2011 - May 2012
Job Brand Specialist at Amazon
Industry Consumer Goods
Experience
Amazon.com January 2015 - Present
Safeway July 2013 - January 2015
Ross Stores January 2013 - May 2013
Merrill Lynch June 2011 - May 2012
Electronic Arts June 2010 - August 2010
Skills
PowerPoint, Leadership, Marketing, Analysis, Management, Microsoft Excel, Analytics, Google Analytics, Microsoft Office, Marketing Strategy, Data Analysis, Salesforce.com, Market Research, Social Media, Social Networking, Social Media Marketing, Email Marketing, Conversational Mandarin, Microsoft Word, Prezi, Forecasting, Cross-functional Team..., Project Management, Retail, Research, Competitive Analysis, Marketing Communications, Online Marketing, AC Nielsen, Essbase, Data Mining (IPUMS), Business Report...
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Globalization and Consumer Behavior
University of Sussex 2012 — 2012
Amazon.com January 2015 - Present
Safeway July 2013 - January 2015
Ross Stores January 2013 - May 2013
Merrill Lynch June 2011 - May 2012
Electronic Arts June 2010 - August 2010
Skills
PowerPoint, Leadership, Marketing, Analysis, Management, Microsoft Excel, Analytics, Google Analytics, Microsoft Office, Marketing Strategy, Data Analysis, Salesforce.com, Market Research, Social Media, Social Networking, Social Media Marketing, Email Marketing, Conversational Mandarin, Microsoft Word, Prezi, Forecasting, Cross-functional Team..., Project Management, Retail, Research, Competitive Analysis, Marketing Communications, Online Marketing, AC Nielsen, Essbase, Data Mining (IPUMS), Business Report...
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Globalization and Consumer Behavior
University of Sussex 2012 — 2012
Luis Moran's Merrill Lynch Experience 1996 - 2000
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker 2010 - Present
Louis Custom Upholstery 2000 - 2010
Merrill Lynch 1996 - 2000
Skills
Real Estate, Marketing Strategy, Negotiation, Sellers, Buyers, Property, Investments, Contract Negotiation, Selling, Real Estate Transactions, Condos, Short Sales, Investors, Marketing, First Time Home Buyers, Buyer Representation, Foreclosures, Single Family Homes, Residential Homes, Relocation, Listings, REO, Real Property, 1031 Exchanges, Investment Properties, Townhomes, New Home Sales, Luxury, Referrals, SFR, Income Properties, Move Up Buyers, Commercial Real Estate, Sales
Education
University of California, Berkeley - School of Law 1987 — 1990
JD, Law
University of California, Berkeley 1981 — 1986
B.A, B.A, Sociology, Chicano Studies
Coldwell Banker 2010 - Present
Louis Custom Upholstery 2000 - 2010
Merrill Lynch 1996 - 2000
Skills
Real Estate, Marketing Strategy, Negotiation, Sellers, Buyers, Property, Investments, Contract Negotiation, Selling, Real Estate Transactions, Condos, Short Sales, Investors, Marketing, First Time Home Buyers, Buyer Representation, Foreclosures, Single Family Homes, Residential Homes, Relocation, Listings, REO, Real Property, 1031 Exchanges, Investment Properties, Townhomes, New Home Sales, Luxury, Referrals, SFR, Income Properties, Move Up Buyers, Commercial Real Estate, Sales
Education
University of California, Berkeley - School of Law 1987 — 1990
JD, Law
University of California, Berkeley 1981 — 1986
B.A, B.A, Sociology, Chicano Studies
Michael Bloch Michael Bloch's Merrill Lynch Experience September 2012 - November 2012
Job Associate General Manager at DoorDash
Industry Internet
Experience
DoorDash June 2015 - Present
Camio June 2014 - May 2015
Deloitte Consulting Strategy & Operations August 2013 - June 2014
Consult Your Community February 2013 - June 2014
Johnson & Johnson September 2012 - December 2012
Merrill Lynch September 2012 - November 2012
Sigma Nu Fraternity Beta Psi Chapter (Berkeley) December 2011 - November 2012
Genesis Partners June 2012 - August 2012
23andMe June 2009 - August 2009
Sun Microsystems May 2008 - October 2008
Skills
Product Marketing, Product Management, Entrepreneurship, Business Strategy, Venture Capital, Start-ups, Mobile Applications, Growth Strategies, Marketing, User Experience, Digital Marketing, Viral Marketing, Public Relations, Analytics
Education
University of California, Berkeley 2009 — 2013
B.S. Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
Palo Alto High School 2006 — 2009
DoorDash June 2015 - Present
Camio June 2014 - May 2015
Deloitte Consulting Strategy & Operations August 2013 - June 2014
Consult Your Community February 2013 - June 2014
Johnson & Johnson September 2012 - December 2012
Merrill Lynch September 2012 - November 2012
Sigma Nu Fraternity Beta Psi Chapter (Berkeley) December 2011 - November 2012
Genesis Partners June 2012 - August 2012
23andMe June 2009 - August 2009
Sun Microsystems May 2008 - October 2008
Skills
Product Marketing, Product Management, Entrepreneurship, Business Strategy, Venture Capital, Start-ups, Mobile Applications, Growth Strategies, Marketing, User Experience, Digital Marketing, Viral Marketing, Public Relations, Analytics
Education
University of California, Berkeley 2009 — 2013
B.S. Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
Palo Alto High School 2006 — 2009
Cynthia Zhao Cynthia Zhao's Merrill Lynch Experience September 2011 - December 2011
Job Management Consulting Associate M&A Advisory at PwC
Industry Management Consulting
Experience
PwC Consulting August 2013 - Present
PwC Consulting June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Suntech Power June 2011 - August 2011
Cisco Systems June 2010 - September 2010
Skills
Strategy, Entrepreneurship, Risk Management, Portfolio Management, Analytics, Leadership, Management Consulting, Data Analysis, SQL, Mergers and Acquisitions, Analysis, Business Planning, Project Management, Mergers & Acquisitions, Due Diligence, Business Analysis, Business Process..., Start-ups, Business Development, Private Equity
Education
University of California, Berkeley 2009 — 2013
Economics, Legal Studies
PwC Consulting August 2013 - Present
PwC Consulting June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Suntech Power June 2011 - August 2011
Cisco Systems June 2010 - September 2010
Skills
Strategy, Entrepreneurship, Risk Management, Portfolio Management, Analytics, Leadership, Management Consulting, Data Analysis, SQL, Mergers and Acquisitions, Analysis, Business Planning, Project Management, Mergers & Acquisitions, Due Diligence, Business Analysis, Business Process..., Start-ups, Business Development, Private Equity
Education
University of California, Berkeley 2009 — 2013
Economics, Legal Studies
Laura Yang's Merrill Lynch Experience January 2011 - January 2011
Job Strategic Finance @ Uber
Industry Internet
Experience
Uber September 2014 - Present
Lazard June 2013 - September 2014
WI Harper January 2013 - May 2013
Lazard May 2012 - July 2012
NetApp May 2011 - August 2011
UBS February 2011 - May 2011
Merrill Lynch January 2011 - January 2011
Trekiz May 2010 - August 2010
National Basketball Association June 2009 - August 2009
Education
University of California, Berkeley
Bachelor's Degree, Business Administration & Industrial Engineering and Operations Research
Uber September 2014 - Present
Lazard June 2013 - September 2014
WI Harper January 2013 - May 2013
Lazard May 2012 - July 2012
NetApp May 2011 - August 2011
UBS February 2011 - May 2011
Merrill Lynch January 2011 - January 2011
Trekiz May 2010 - August 2010
National Basketball Association June 2009 - August 2009
Education
University of California, Berkeley
Bachelor's Degree, Business Administration & Industrial Engineering and Operations Research
Jean Paul LaBelle's Merrill Lynch Experience August 1994 - October 1998
Job Enterprise Sales Director
Industry Computer Software
Experience
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Randy Shun's Merrill Lynch Experience February 2013 - May 2013
Job Risk Assurance Associate at PwC
Industry Accounting
Alex Bowman's Merrill Lynch Experience June 2013 - August 2013
Job Beta Coordinator at Fitbit
Industry Program Development
Experience
Fitbit July 2014 - Present
Cal Rugby August 2009 - May 2014
Merrill Lynch June 2013 - August 2013
EMC May 2012 - August 2012
Skills
Sales, Leadership, Strategy, Team Leadership, Project Management, Entrepreneurship, Marketing Strategy, Business Strategy, New Client Acquisitions, New Business Development, Social Media Marketing, Salesforce.com, Start-up Consulting, Management Consulting, Benefit Cost Analysis, Market Analysis, Microsoft Excel, Email Marketing, Social Networking
Education
University of California, Berkeley 2009 — 2014
Bachelor's degree, Major in Environmental Economics and Policy
San Mateo High School 2005 — 2009
High School Diploma
Fitbit July 2014 - Present
Cal Rugby August 2009 - May 2014
Merrill Lynch June 2013 - August 2013
EMC May 2012 - August 2012
Skills
Sales, Leadership, Strategy, Team Leadership, Project Management, Entrepreneurship, Marketing Strategy, Business Strategy, New Client Acquisitions, New Business Development, Social Media Marketing, Salesforce.com, Start-up Consulting, Management Consulting, Benefit Cost Analysis, Market Analysis, Microsoft Excel, Email Marketing, Social Networking
Education
University of California, Berkeley 2009 — 2014
Bachelor's degree, Major in Environmental Economics and Policy
San Mateo High School 2005 — 2009
High School Diploma
Thomas Dobbs's Merrill Lynch Experience January 2011 - May 2011
Job Ad Operations at Manage
Industry Marketing and Advertising
Experience
Manage.com January 2015 - Present
Electronic Arts August 2012 - December 2014
Morling Financial Advisors August 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
SQL, Python, Microsoft Excel, Tableau, Data Analysis, Hive, R, Sequel Pro, MySQL, Data Visualization, Strategy, Process Improvement, Financial Analysis, Financial Modeling, Business Development, Portfolio Management, VBA, Analytics, Marketing, Mobile Marketing, RTB, Ad Serving, NumPy, Matplotlib, Pandas
Education
University of California, Berkeley
B.A. Economics
Manage.com January 2015 - Present
Electronic Arts August 2012 - December 2014
Morling Financial Advisors August 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
SQL, Python, Microsoft Excel, Tableau, Data Analysis, Hive, R, Sequel Pro, MySQL, Data Visualization, Strategy, Process Improvement, Financial Analysis, Financial Modeling, Business Development, Portfolio Management, VBA, Analytics, Marketing, Mobile Marketing, RTB, Ad Serving, NumPy, Matplotlib, Pandas
Education
University of California, Berkeley
B.A. Economics
Kevin Hwa's Merrill Lynch Experience June 2007 - August 2007
Job Product Manager at Intuit & Chess Strategist at HipHop Chess Federation
Industry Computer Software
Experience
Intuit September 2014 - Present
Hip-Hop Chess Federation April 2014 - Present
Intuit April 2014 - September 2014
Intuit August 2012 - September 2014
Intuit October 2013 - April 2014
Intuit April 2013 - October 2013
Intuit October 2012 - April 2013
Sungevity May 2011 - May 2012
Energy Biosciences Institute May 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Skills
Marketing, Product Marketing, Data Analysis, Product Management, Mobile Technology, Mobile Applications, Cross-functional Team..., Product Launch, Go-to-market Strategy, Market Research, SEO, Mobile Marketing, App Store Optimization, Competitive Analysis, Strategy, Direct Marketing, Strategic Planning
Education
University of California, Berkeley 2008 — 2012
B.S., Chemical Engineering, Energy Resources
The Harker School 2004 — 2008
High School Diploma
Intuit September 2014 - Present
Hip-Hop Chess Federation April 2014 - Present
Intuit April 2014 - September 2014
Intuit August 2012 - September 2014
Intuit October 2013 - April 2014
Intuit April 2013 - October 2013
Intuit October 2012 - April 2013
Sungevity May 2011 - May 2012
Energy Biosciences Institute May 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Skills
Marketing, Product Marketing, Data Analysis, Product Management, Mobile Technology, Mobile Applications, Cross-functional Team..., Product Launch, Go-to-market Strategy, Market Research, SEO, Mobile Marketing, App Store Optimization, Competitive Analysis, Strategy, Direct Marketing, Strategic Planning
Education
University of California, Berkeley 2008 — 2012
B.S., Chemical Engineering, Energy Resources
The Harker School 2004 — 2008
High School Diploma
Jennifer Kung Jennifer Kung's Merrill Lynch Experience May 2001 - February 2004
Job Trust Builder and Commercialization Strategist
Industry Online Media
Experience
Singularity Education Group June 2013 - Present
Singularity Education Group June 2013 - May 2015
Gerson Lehrman Group, Financial Services & Business Services (FBS) Practice October 2007 - May 2013
Merrill Lynch May 2001 - February 2004
Botta Capital Management May 2000 - April 2001
Skills
Strategic Partnerships, Business Development, Competitive Analysis, Strategy, Cross-functional Team..., Management, Project Management, Content Strategy, Customer Engagement, Issue Management, Platform Development, Online Marketplace, Commercialization, People Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Management
University of California, Berkeley
Bachelor or Arts, Economics
Singularity Education Group June 2013 - Present
Singularity Education Group June 2013 - May 2015
Gerson Lehrman Group, Financial Services & Business Services (FBS) Practice October 2007 - May 2013
Merrill Lynch May 2001 - February 2004
Botta Capital Management May 2000 - April 2001
Skills
Strategic Partnerships, Business Development, Competitive Analysis, Strategy, Cross-functional Team..., Management, Project Management, Content Strategy, Customer Engagement, Issue Management, Platform Development, Online Marketplace, Commercialization, People Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Management
University of California, Berkeley
Bachelor or Arts, Economics
Franco Avella's Merrill Lynch Experience May 2014 - August 2014
Job Summer Analyst at Merrill Lynch
Industry Financial Services
Experience
Cal Rec Sports October 2012 - Present
Merrill Lynch May 2014 - August 2014
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Project Management, Strategic Consulting, PowerPoint, Microsoft Excel, Negotiation
Education
University of California, Berkeley 2011 — 2015
B.S., Business Administration
Miramonte High School 2007 — 2011
Cal Rec Sports October 2012 - Present
Merrill Lynch May 2014 - August 2014
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Project Management, Strategic Consulting, PowerPoint, Microsoft Excel, Negotiation
Education
University of California, Berkeley 2011 — 2015
B.S., Business Administration
Miramonte High School 2007 — 2011
Chris Liddicoat Chris Liddicoat's Merrill Lynch Experience March 2004 - March 2009
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Ryan S. Han Ryan S. Han's Merrill Lynch Experience January 2008 - May 2008
Job Senior Financial Analyst at Samsung Electronics America
Industry Consumer Electronics
Experience
Samsung Electronics America March 2015 - Present
Samsung Electronics US IP Center September 2014 - March 2015
Samsung Electronics US IP Center July 2013 - August 2014
Illinois Business Consulting January 2013 - March 2013
Saveri & Saveri, Inc. October 2010 - June 2012
NYSE Euronext June 2009 - August 2009
Korea Trade-Investment Promotion Government Agency August 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Skills
Financial Statement..., Korean, Business Valuation, Legal Research, Legal Discovery, Economic Modeling, Financial Analysis, Antitrust Law, Financial Modeling, Crystal Ball, Morningstar, ThomsonOne, Bloomberg, Capital IQ, Argus Modeling, Market Research, PACER
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science (M.S.)
University of California, Berkeley 2007 — 2010
Bachelor of Arts (B.A.)
Samsung Electronics America March 2015 - Present
Samsung Electronics US IP Center September 2014 - March 2015
Samsung Electronics US IP Center July 2013 - August 2014
Illinois Business Consulting January 2013 - March 2013
Saveri & Saveri, Inc. October 2010 - June 2012
NYSE Euronext June 2009 - August 2009
Korea Trade-Investment Promotion Government Agency August 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Skills
Financial Statement..., Korean, Business Valuation, Legal Research, Legal Discovery, Economic Modeling, Financial Analysis, Antitrust Law, Financial Modeling, Crystal Ball, Morningstar, ThomsonOne, Bloomberg, Capital IQ, Argus Modeling, Market Research, PACER
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science (M.S.)
University of California, Berkeley 2007 — 2010
Bachelor of Arts (B.A.)
Anisha Kothapa's Merrill Lynch Experience June 2011 - December 2011
Job National Corporate Banking Analyst at US Bancorp
Industry Financial Services
Experience
U.S. Bank Development Network August 2014 - Present
U.S. Bank September 2013 - Present
UC Berkeley November 2012 - August 2013
YSO Capital Management, LLC July 2012 - August 2012
Russell Reynolds Associates June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
Hijack Media June 2011 - July 2011
Skills
Financial Modeling, Economics, Market Research, Equities, Portfolio Management, Mutual Funds, Stata, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Outlook, Research
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Environmental Economics and Policy
U.S. Bank Development Network August 2014 - Present
U.S. Bank September 2013 - Present
UC Berkeley November 2012 - August 2013
YSO Capital Management, LLC July 2012 - August 2012
Russell Reynolds Associates June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
Hijack Media June 2011 - July 2011
Skills
Financial Modeling, Economics, Market Research, Equities, Portfolio Management, Mutual Funds, Stata, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Outlook, Research
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Environmental Economics and Policy
Eriberto Cervantes Eriberto Cervantes's Merrill Lynch Experience July 2011 - June 2013
Job Corporate Development | Level 3 Communications
Industry Information Technology and Services
Experience
Level 3 Communications, LLC May 2014 - Present
HSBC July 2013 - April 2014
Merrill Lynch July 2011 - June 2013
Bank Of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Asset Management, Mergers & Acquisitions, Analysis, DCF, Financial Modeling, Valuation, Mergers, Finance, LBO, Capital IQ, Series 63, Bloomberg, Due Diligence, IPO
Education
University of California, Berkeley 2009 — 2010
Bachelor of Arts (BA), Economics
Level 3 Communications, LLC May 2014 - Present
HSBC July 2013 - April 2014
Merrill Lynch July 2011 - June 2013
Bank Of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Asset Management, Mergers & Acquisitions, Analysis, DCF, Financial Modeling, Valuation, Mergers, Finance, LBO, Capital IQ, Series 63, Bloomberg, Due Diligence, IPO
Education
University of California, Berkeley 2009 — 2010
Bachelor of Arts (BA), Economics
Brice Wightman's Merrill Lynch Experience 1985 - 1993
Job Staff at The Boston Consulting Group
Industry Market Research
Experience
The Boston Consulting Group December 2009 - Present
SA Financial Group August 2009 - December 2009
Wasserman Capital November 2006 - September 2008
TradingMarkets.com 2000 - 2006
Associated Securities 1996 - 1998
Quick & Reilly 1992 - 1995
Merrill Lynch 1985 - 1993
Skills
Hedge Funds, Equities, Trading, Financial Modeling, Private Equity, Securities, Trading Systems, Series 7, Commodity, Venture Capital, Series 63, ETFs, FINRA, Marketing, Data Analysis, Analysis, Financial Advisory, Business Strategy, Strategic Planning, Analytics
Education
University of California, Berkeley
B.A.
The Boston Consulting Group December 2009 - Present
SA Financial Group August 2009 - December 2009
Wasserman Capital November 2006 - September 2008
TradingMarkets.com 2000 - 2006
Associated Securities 1996 - 1998
Quick & Reilly 1992 - 1995
Merrill Lynch 1985 - 1993
Skills
Hedge Funds, Equities, Trading, Financial Modeling, Private Equity, Securities, Trading Systems, Series 7, Commodity, Venture Capital, Series 63, ETFs, FINRA, Marketing, Data Analysis, Analysis, Financial Advisory, Business Strategy, Strategic Planning, Analytics
Education
University of California, Berkeley
B.A.
Andrew Dugan Andrew Dugan's Merrill Lynch Experience September 2010 - December 2010
Job Vendor Management at Amazon
Industry Logistics and Supply Chain
Experience
Amazon March 2015 - Present
Amazon August 2013 - March 2015
McMaster-Carr May 2012 - July 2013
McMaster-Carr June 2011 - May 2012
Chevron January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UC Berkeley Recreational Sports Facility August 2009 - September 2010
Skills
Data Analysis, Business Strategy, Leadership, Marketing Strategy, Sales, Financial Modeling, Microsoft Excel, Customer Service, Financial Analysis, Marketing, Analysis, Training, Management, Research, Strategy, Operations Management, Process Improvement, Nonprofits, PowerPoint, Market Research, Public Speaking, Strategic Planning, Program Management, Vendor Management, Microsoft Office, Entrepreneurship, Business Development, Project Management, Social Media, Cross-functional Team..., Team Building, Microsoft Word, Team Leadership, Coaching, Leadership Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Psychology
University of Pennsylvania - The Wharton School (CA) 2013 — 2013
Executive Education Certificate, Marketing
New York University - Leonard N. Stern School of Business 2013 — 2013
Executive Education Certificates
USC Marshall School of Business 2013 — 2013
Executive Education, Management Development Program
Amazon March 2015 - Present
Amazon August 2013 - March 2015
McMaster-Carr May 2012 - July 2013
McMaster-Carr June 2011 - May 2012
Chevron January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UC Berkeley Recreational Sports Facility August 2009 - September 2010
Skills
Data Analysis, Business Strategy, Leadership, Marketing Strategy, Sales, Financial Modeling, Microsoft Excel, Customer Service, Financial Analysis, Marketing, Analysis, Training, Management, Research, Strategy, Operations Management, Process Improvement, Nonprofits, PowerPoint, Market Research, Public Speaking, Strategic Planning, Program Management, Vendor Management, Microsoft Office, Entrepreneurship, Business Development, Project Management, Social Media, Cross-functional Team..., Team Building, Microsoft Word, Team Leadership, Coaching, Leadership Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Psychology
University of Pennsylvania - The Wharton School (CA) 2013 — 2013
Executive Education Certificate, Marketing
New York University - Leonard N. Stern School of Business 2013 — 2013
Executive Education Certificates
USC Marshall School of Business 2013 — 2013
Executive Education, Management Development Program
Jessica Skelton Jessica Skelton's Merrill Lynch Experience May 2009 - August 2009
Job Executive Assistant
Industry Financial Services
Experience
Bessemer Trust September 2014 - June 2015
RBZ January 2014 - August 2014
M.H.G. Group September 2012 - June 2013
Square June 2011 - August 2012
Square February 2011 - June 2011
California Film Institute August 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Customer Service, Teamwork, English, SQL, Windows, Microsoft Office, Financial Analysis, Research, Java, Social Media, Team Leadership, Adobe Creative Suite, Google Apps
Education
University of California, Berkeley 2006 — 2010
International Political Economics, Globalization
Bessemer Trust September 2014 - June 2015
RBZ January 2014 - August 2014
M.H.G. Group September 2012 - June 2013
Square June 2011 - August 2012
Square February 2011 - June 2011
California Film Institute August 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Customer Service, Teamwork, English, SQL, Windows, Microsoft Office, Financial Analysis, Research, Java, Social Media, Team Leadership, Adobe Creative Suite, Google Apps
Education
University of California, Berkeley 2006 — 2010
International Political Economics, Globalization
Jessica Nam Jessica Nam's Merrill Lynch Experience January 2013 - May 2013
Job Analyst at SimonKucher & Partners
Industry Financial Services
Experience
Simon-Kucher & Partners July 2014 - Present
University of California, Berkeley, Haas School of Business September 2013 - Present
Simon-Kucher & Partners June 2013 - August 2013
Merrill Lynch January 2013 - May 2013
Skills
Accounting, Business Analysis, Microsoft Excel, Presentations, Sales, Management Consulting, Microsoft Office, Financial Reporting, Teamwork, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Accounting, Marketing Strategy
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Simon-Kucher & Partners July 2014 - Present
University of California, Berkeley, Haas School of Business September 2013 - Present
Simon-Kucher & Partners June 2013 - August 2013
Merrill Lynch January 2013 - May 2013
Skills
Accounting, Business Analysis, Microsoft Excel, Presentations, Sales, Management Consulting, Microsoft Office, Financial Reporting, Teamwork, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Accounting, Marketing Strategy
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Lawrence Wu's Merrill Lynch Experience June 2006 - August 2006
Job Product Data Analytics Manager at Payoff
Industry Insurance
Experience
Payoff June 2015 - Present
Allianz Global Corporate & Specialty (AGCS) January 2015 - Present
Fireman's Fund Insurance Company August 2011 - Present
Fireman's Fund Insurance Company 2010 - 2011
Firemans Fund Insurance Company June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
R, Financial Modeling, Actuarial Science, SAS, VBA, Statistical Modeling, Data Analysis, Predictive Modeling, Statistics, Linear Regression, Analytics, Access, Data Mining, GLM, SQL, Quantitative Analytics, Analysis, Economics, Bloomberg, ANOVA, Ratemaking
Education
University of California, Berkeley 2006 — 2009
Statistics
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Business Administration
Payoff June 2015 - Present
Allianz Global Corporate & Specialty (AGCS) January 2015 - Present
Fireman's Fund Insurance Company August 2011 - Present
Fireman's Fund Insurance Company 2010 - 2011
Firemans Fund Insurance Company June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
R, Financial Modeling, Actuarial Science, SAS, VBA, Statistical Modeling, Data Analysis, Predictive Modeling, Statistics, Linear Regression, Analytics, Access, Data Mining, GLM, SQL, Quantitative Analytics, Analysis, Economics, Bloomberg, ANOVA, Ratemaking
Education
University of California, Berkeley 2006 — 2009
Statistics
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Business Administration
Carlo Yu's Merrill Lynch Experience October 1996 - March 1997
Job General Manager at LaView Security
Industry Consumer Electronics
Experience
LaView USA April 2013 - Present
HRD Consulting Corp. April 2008 - March 2013
Southern California Edison July 2009 - December 2012
Syntax-Brillian May 2005 - April 2008
McKinsey & Company April 1997 - March 2005
Merrill Lynch October 1996 - March 1997
Cambridge Energy Research Associates 1995 - 1996
Education
University of California at Berkeley 1990 — 1995
Bachelor's Degree, Environmental Science, Policy and Management
University of Southern California - Marshall School of Business
MBA, Finance
LaView USA April 2013 - Present
HRD Consulting Corp. April 2008 - March 2013
Southern California Edison July 2009 - December 2012
Syntax-Brillian May 2005 - April 2008
McKinsey & Company April 1997 - March 2005
Merrill Lynch October 1996 - March 1997
Cambridge Energy Research Associates 1995 - 1996
Education
University of California at Berkeley 1990 — 1995
Bachelor's Degree, Environmental Science, Policy and Management
University of Southern California - Marshall School of Business
MBA, Finance
Kelly Fong, CFA, CFP(R)'s Merrill Lynch Experience October 2003 - April 2005
Job
Industry Financial Services
Experience
Bank of Hawaii February 2013 - Present
Bank of Hawaii October 2008 - February 2013
Lehman Brothers April 2005 - October 2007
Merrill Lynch October 2003 - April 2005
Prudential Securities April 2000 - August 2002
Education
University of California, Berkeley 1993 — 1999
BA, Economics, Business
Bank of Hawaii February 2013 - Present
Bank of Hawaii October 2008 - February 2013
Lehman Brothers April 2005 - October 2007
Merrill Lynch October 2003 - April 2005
Prudential Securities April 2000 - August 2002
Education
University of California, Berkeley 1993 — 1999
BA, Economics, Business
Dan Rosenbaum's Merrill Lynch Experience 2000 - 2004
Job SVP, Head of Corporate Strategy and M&A at Bank of the West
Industry Financial Services
Experience
American Conservatory Theater April 2011 - Present
Bank of the West September 2009 - Present
Barclays Global Investors October 2005 - January 2009
Barclays Global Investors January 2004 - January 2009
Merrill Lynch 2000 - 2004
Accenture Consulting 1998 - 2000
Risk Management Solutions 1994 - 1998
McKinsey & Co 1986 - 1994
Skills
SAS, Access, SQL, M&A due diligence, Asset Management
Education
University of California, Los Angeles 1984 — 1986
MIS, Systems Analysis
University of California, Berkeley 1979 — 1983
AB, Political Theory, French Literature
American Conservatory Theater April 2011 - Present
Bank of the West September 2009 - Present
Barclays Global Investors October 2005 - January 2009
Barclays Global Investors January 2004 - January 2009
Merrill Lynch 2000 - 2004
Accenture Consulting 1998 - 2000
Risk Management Solutions 1994 - 1998
McKinsey & Co 1986 - 1994
Skills
SAS, Access, SQL, M&A due diligence, Asset Management
Education
University of California, Los Angeles 1984 — 1986
MIS, Systems Analysis
University of California, Berkeley 1979 — 1983
AB, Political Theory, French Literature
Pablo Merlo Flores's Merrill Lynch Experience March 2004 - Present
Job AVP Risk Management BCP
Industry Information Technology and Services
Experience
Merrill Lynch March 2004 - Present
. 2004 - 2004
Education
University of Buenos Aires 1986 — 1992
Merrill Lynch March 2004 - Present
. 2004 - 2004
Education
University of Buenos Aires 1986 — 1992
Alex Wan's Merrill Lynch Experience August 2008 - December 2011
Job Director of TMT Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch August 2008 - December 2011
Merrill Lynch & Co. Inc. June 2007 - August 2007
Dolby Laboratories Inc. May 2000 - May 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
University of California, Berkeley 1996 — 2000
BS, Electrical Engineering and Computer Science
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch August 2008 - December 2011
Merrill Lynch & Co. Inc. June 2007 - August 2007
Dolby Laboratories Inc. May 2000 - May 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
University of California, Berkeley 1996 — 2000
BS, Electrical Engineering and Computer Science
Jon Conner's Merrill Lynch Experience May 2011 - Present
Job Director at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2011 - Present
Guggenheim (Rydex SGI) January 2009 - May 2011
Guggenheim (Rydex SGI) June 2007 - January 2009
BNP Paribas January 2007 - June 2007
Credit Suisse March 2001 - January 2007
UBS 1994 - 1997
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Industry Analysis, Client Relationship..., Client Services, Client Acquisition, Client Communication, International Sales, Sales Management, Asset Managment, Capital Markets, Competitive Analysis, ETFs, Equities, Hedge Funds, Valuation
Education
University of California, Berkeley 1985 — 1989
BA, Rhetoric
Merrill Lynch May 2011 - Present
Guggenheim (Rydex SGI) January 2009 - May 2011
Guggenheim (Rydex SGI) June 2007 - January 2009
BNP Paribas January 2007 - June 2007
Credit Suisse March 2001 - January 2007
UBS 1994 - 1997
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Industry Analysis, Client Relationship..., Client Services, Client Acquisition, Client Communication, International Sales, Sales Management, Asset Managment, Capital Markets, Competitive Analysis, ETFs, Equities, Hedge Funds, Valuation
Education
University of California, Berkeley 1985 — 1989
BA, Rhetoric
Douglas Beck's Merrill Lynch Experience 1998 - 2002
Job Fidelity Investments SVP, Investment Grade Fixed Income Investment Product Group
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Prabal Mukherjee's Merrill Lynch Experience December 2007 - August 2009
Job Lead .NET Architect / Developer at CitiGroup
Industry Information Technology and Services
Experience
Citi May 2013 - Present
Credit Suisse May 2011 - May 2013
Morgan Stanley September 2009 - May 2011
Merrill Lynch December 2007 - August 2009
AIG Investments May 2006 - December 2007
Satyam Computer Services Ltd 2004 - 2006
Skills
.NET, SDLC, SQL, Business Analysis, Agile Methodologies, Requirements Analysis, SOA, Web Services, Oracle, Software Project..., Sybase, Enterprise Architecture, Requirements Gathering, Microsoft SQL Server, Software Development, Solution Architecture, SSRS, Business Intelligence, Visio, WCF, C# 4.0, Infragistics, Kendo, Gemfire RTE, TIBCO, Objective-C, Xcode, Eclipse, Visual Studio 2013, jQuery, WPF, LINQ, MSTest, Moq, Dependency Injection, Bootstrapping, Prism, T-SQL, Trading Systems, Fixed Income, UML
Education
University of Calcutta 1994 — 1997
Bachelor of Science (B.Sc.), Physics
Citi May 2013 - Present
Credit Suisse May 2011 - May 2013
Morgan Stanley September 2009 - May 2011
Merrill Lynch December 2007 - August 2009
AIG Investments May 2006 - December 2007
Satyam Computer Services Ltd 2004 - 2006
Skills
.NET, SDLC, SQL, Business Analysis, Agile Methodologies, Requirements Analysis, SOA, Web Services, Oracle, Software Project..., Sybase, Enterprise Architecture, Requirements Gathering, Microsoft SQL Server, Software Development, Solution Architecture, SSRS, Business Intelligence, Visio, WCF, C# 4.0, Infragistics, Kendo, Gemfire RTE, TIBCO, Objective-C, Xcode, Eclipse, Visual Studio 2013, jQuery, WPF, LINQ, MSTest, Moq, Dependency Injection, Bootstrapping, Prism, T-SQL, Trading Systems, Fixed Income, UML
Education
University of Calcutta 1994 — 1997
Bachelor of Science (B.Sc.), Physics
Erica Hewitt's Merrill Lynch Experience April 2014 - November 2014
Job Senior Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital December 2014 - Present
Merrill Lynch April 2014 - November 2014
Merrill Lynch September 2009 - April 2014
Merrill Lynch January 2006 - August 2009
Skills
Alternative Investments, Private Banking, Management, FINRA, Event Planning, Series 7, Wealth Management, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Banking, Series 63, Strategic Financial..., Asset Allocation, Asset Management, Finance, Financial Services, Risk Management, Marketing Strategy
Education
University of California, Berkeley 2001 — 2005
Dual B.A., Political Science, American Business and Globalism
University of California, Berkeley
ICONIQ Capital December 2014 - Present
Merrill Lynch April 2014 - November 2014
Merrill Lynch September 2009 - April 2014
Merrill Lynch January 2006 - August 2009
Skills
Alternative Investments, Private Banking, Management, FINRA, Event Planning, Series 7, Wealth Management, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Banking, Series 63, Strategic Financial..., Asset Allocation, Asset Management, Finance, Financial Services, Risk Management, Marketing Strategy
Education
University of California, Berkeley 2001 — 2005
Dual B.A., Political Science, American Business and Globalism
University of California, Berkeley
Daniel Vega, CFA's Merrill Lynch Experience 2007 - 2012
Job at Wealthfront Inc.
Industry Investment Management
Experience
Wealthfront Inc. August 2013 - Present
Merrill Lynch 2007 - 2012
Skills
Investments, Series 7, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Financial Analysis, Series 24
Education
University of California, Berkeley 2005 — 2009
Wealthfront Inc. August 2013 - Present
Merrill Lynch 2007 - 2012
Skills
Investments, Series 7, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Financial Analysis, Series 24
Education
University of California, Berkeley 2005 — 2009
Peter Shieh, CFP(R), AIF(R)'s Merrill Lynch Experience May 1998 - December 2003
Job Director Wealth Management
Industry Investment Management
Experience
Citi Personal Wealth Management December 2003 - Present
Merrill Lynch May 1998 - December 2003
Skills
Portfolio Management, Retirement Planning, Financial Planning, Asset Management, Monte Carlo Simulation, Asset Protection, Estate Planning, Irrevocable Life..., Long-term Care, Tax-advantaged..., Municipal Bonds, Fixed Income Strategies, Model Portfolios, Retirement Income..., Qualified Retirement..., Series 7, Bloomberg, Wealth Management, Series 63
Education
University of California, Berkeley 1996 — 1998
Bachelor's Degree, Economics
Citi Personal Wealth Management December 2003 - Present
Merrill Lynch May 1998 - December 2003
Skills
Portfolio Management, Retirement Planning, Financial Planning, Asset Management, Monte Carlo Simulation, Asset Protection, Estate Planning, Irrevocable Life..., Long-term Care, Tax-advantaged..., Municipal Bonds, Fixed Income Strategies, Model Portfolios, Retirement Income..., Qualified Retirement..., Series 7, Bloomberg, Wealth Management, Series 63
Education
University of California, Berkeley 1996 — 1998
Bachelor's Degree, Economics
Viswa Kartick's Merrill Lynch Experience 1999 - 2007
Job Independent Information Services Professional
Industry Information Services
Experience
HallMark LLC 2008 - 2010
Merrill Lynch 1999 - 2007
Skills
SDLC, Data Warehousing, Siebel
Education
University of Calcutta 1992 — 1996
Bachelor, Information Systems and Management
HallMark LLC 2008 - 2010
Merrill Lynch 1999 - 2007
Skills
SDLC, Data Warehousing, Siebel
Education
University of Calcutta 1992 — 1996
Bachelor, Information Systems and Management
Larry Talactac's Merrill Lynch Experience January 2007 - May 2008
Job Project Manager at FITdesign Inc
Industry Design
Experience
FITdesign Inc September 2009 - Present
Aurora Bank Commercial Services July 2009 - August 2009
Merrill Lynch January 2007 - May 2008
First Franklin September 2002 - December 2006
Education
University of California, Berkeley 1997 — 2001
BA, Psychology
FITdesign Inc September 2009 - Present
Aurora Bank Commercial Services July 2009 - August 2009
Merrill Lynch January 2007 - May 2008
First Franklin September 2002 - December 2006
Education
University of California, Berkeley 1997 — 2001
BA, Psychology
Rajeev Gopinathan's Merrill Lynch Experience 2004 - 2005
Job Chief Architect at AnswersMedia
Industry Computer Software
Experience
AnswersMedia September 2014 - Present
WellRight July 2013 - Present
AnswersMedia March 2013 - Present
Answers Media September 2011 - June 2013
AnswersMedia November 2012 - February 2013
CSC Covansys Corporation August 2005 - September 2011
Fisher-Price/Mattel, Inc. 2005 - 2008
Merrill Lynch 2004 - 2005
Wipro Infotech Ltd November 2002 - September 2004
Skills
ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, Microsoft SQL Server, C#, Web Services, .NET, VB.NET, TFS, XML, SSIS, SharePoint, Agile Methodologies, Solution Architecture, T-SQL, Entity Framework, AJAX, ADO.NET, LINQ, Databases, Visual Basic, ASP, SOA, Web Applications, IIS, Microsoft Technologies, jQuery, Visual Studio, JavaScript, MVC, Cloud Computing, Software Project..., SDLC, Scrum
Education
MVJ College of Engineering 1999 — 2002
MCA, Computer Applications
Visvesvaraya Technological University 1999 — 2002
MCA
University of Calicut 1996 — 1999
B Com, Commerce
AnswersMedia September 2014 - Present
WellRight July 2013 - Present
AnswersMedia March 2013 - Present
Answers Media September 2011 - June 2013
AnswersMedia November 2012 - February 2013
CSC Covansys Corporation August 2005 - September 2011
Fisher-Price/Mattel, Inc. 2005 - 2008
Merrill Lynch 2004 - 2005
Wipro Infotech Ltd November 2002 - September 2004
Skills
ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, Microsoft SQL Server, C#, Web Services, .NET, VB.NET, TFS, XML, SSIS, SharePoint, Agile Methodologies, Solution Architecture, T-SQL, Entity Framework, AJAX, ADO.NET, LINQ, Databases, Visual Basic, ASP, SOA, Web Applications, IIS, Microsoft Technologies, jQuery, Visual Studio, JavaScript, MVC, Cloud Computing, Software Project..., SDLC, Scrum
Education
MVJ College of Engineering 1999 — 2002
MCA, Computer Applications
Visvesvaraya Technological University 1999 — 2002
MCA
University of Calicut 1996 — 1999
B Com, Commerce
James Tao's Merrill Lynch Experience December 2010 - August 2012
Job Managing Partner at Presidio Venture Capital
Industry Venture Capital & Private Equity
Experience
Presidio Venture Capital August 2012 - Present
Merrill Lynch December 2010 - August 2012
Barclays Capital May 2008 - December 2010
Merrill Lynch March 2007 - April 2008
Calpine 2005 - 2007
Google December 2004 - May 2005
Carlin Financial Group January 2000 - December 2004
Skills
Trading, Finance, Asset Management, Asset Managment, Financial Modeling, Options, Commodity, Portfolio Management, Derivatives, Commodity Markets, Management, Investments, Equities
Education
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Presidio Venture Capital August 2012 - Present
Merrill Lynch December 2010 - August 2012
Barclays Capital May 2008 - December 2010
Merrill Lynch March 2007 - April 2008
Calpine 2005 - 2007
Google December 2004 - May 2005
Carlin Financial Group January 2000 - December 2004
Skills
Trading, Finance, Asset Management, Asset Managment, Financial Modeling, Options, Commodity, Portfolio Management, Derivatives, Commodity Markets, Management, Investments, Equities
Education
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Margaret (Peggy) Stephan, CFP®'s Merrill Lynch Experience August 1999 - October 2000
Job Financial Advisor, Retirement Capital Strategies
Industry Financial Services
Experience
Retirement Capital Strategies October 2009 - Present
Moffett Field Historical Society and Museum January 2010 - Present
U.S. Navy Reserve March 2006 - March 2013
Wales Investments Inc March 2005 - May 2009
Merrill Lynch August 1999 - October 2000
US Navy May 1989 - June 1998
Genentech June 1984 - April 1989
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Series 7, Retirement, Personal Finance, Financial Education, Investment Advisory, 401k Rollovers, Financial Goals, Certified Financial..., Educational Consulting, Strategic Planning, Asset Management, Financial Advisory, Investment Strategies, Personal Financial..., Military, Team Leadership, Securities, Financial Planners, Asset Allocation, Certified Divorce..., Finance
Education
AOCS 21-89 1989 — 1989
University of California, Berkeley 1982 — 1984
AB, Microbiology and Immunology
Santa Rosa High
Retirement Capital Strategies October 2009 - Present
Moffett Field Historical Society and Museum January 2010 - Present
U.S. Navy Reserve March 2006 - March 2013
Wales Investments Inc March 2005 - May 2009
Merrill Lynch August 1999 - October 2000
US Navy May 1989 - June 1998
Genentech June 1984 - April 1989
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Series 7, Retirement, Personal Finance, Financial Education, Investment Advisory, 401k Rollovers, Financial Goals, Certified Financial..., Educational Consulting, Strategic Planning, Asset Management, Financial Advisory, Investment Strategies, Personal Financial..., Military, Team Leadership, Securities, Financial Planners, Asset Allocation, Certified Divorce..., Finance
Education
AOCS 21-89 1989 — 1989
University of California, Berkeley 1982 — 1984
AB, Microbiology and Immunology
Santa Rosa High
PARAG SONI's Merrill Lynch Experience June 1998 - May 2001
Job Director, NAVIGANT CONSULTING (Energy Group) ● Trusted Strategic Advisor to Utilities ● Procurement ● Renewables
Industry Management Consulting
Experience
Navigant Consulting June 2001 - Present
Merrill Lynch June 1998 - May 2001
Price Waterhouse November 1995 - June 1998
The World Bank August 1994 - August 1995
Putnam, Hayes & Bartlett June 1993 - July 1994
The First Boston Corporation (Credit Suisse First Boston) June 1991 - June 1993
Lehman Brothers 1990 - 1990
Skills
Management Consulting, Finance, Financial Analysis, Project Finance, Municipal Bond Financing, Strategic Planning, Implementation, Renewable Energy, Energy Procurement, Solar Energy, Market Assessments, Communication Skills, Building Relationships, Contract Negotiation, Workshop Facilitation, Training & Development, Due Diligence
Education
University of California, Berkeley 1989 — 1991
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1989 — 1991
BA, Political Science and Rhetoric
Cerritos High School
Navigant Consulting June 2001 - Present
Merrill Lynch June 1998 - May 2001
Price Waterhouse November 1995 - June 1998
The World Bank August 1994 - August 1995
Putnam, Hayes & Bartlett June 1993 - July 1994
The First Boston Corporation (Credit Suisse First Boston) June 1991 - June 1993
Lehman Brothers 1990 - 1990
Skills
Management Consulting, Finance, Financial Analysis, Project Finance, Municipal Bond Financing, Strategic Planning, Implementation, Renewable Energy, Energy Procurement, Solar Energy, Market Assessments, Communication Skills, Building Relationships, Contract Negotiation, Workshop Facilitation, Training & Development, Due Diligence
Education
University of California, Berkeley 1989 — 1991
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1989 — 1991
BA, Political Science and Rhetoric
Cerritos High School
Benjamin Lu's Merrill Lynch Experience June 2004 - August 2004
Job Cofounder at Advanced Optronic Devices (International) Inc.
Industry Electrical/Electronic Manufacturing
Experience
Advance Optronic Devices (International) Inc. April 2014 - Present
GDS services Ltd September 2012 - January 2014
MechanicNet Group October 2011 - July 2012
Lu Asset Management August 2009 - October 2011
Beer Lao April 2008 - December 2010
UTStarcom July 2008 - May 2009
Rutberg & Company July 2007 - October 2007
UTStarcom June 2006 - December 2006
Merrill Lynch June 2004 - August 2004
OSSI September 2002 - May 2004
Skills
Value Investing, Technical Analysis, Fundamental Research, Sales Management, Direct Sales, Strategic Consulting, Management Consulting, Microsoft Office, Investments, Valuation, Finance, Trading, Financial Analysis, Corporate Finance, Equities, Portfolio Management, Business Strategy, Strategic Partnerships, Business Development, Strategy, Market Research, Research, Start-ups, Entrepreneurship, Mergers & Acquisitions
Education
University of California, Berkeley 2008 — 2010
Certificate, Finance
University of California, Davis 2002 — 2007
Bachelors of Arts, Economics, International Relations
Piedmont High School 1998 — 2002
HS Diploma
Advance Optronic Devices (International) Inc. April 2014 - Present
GDS services Ltd September 2012 - January 2014
MechanicNet Group October 2011 - July 2012
Lu Asset Management August 2009 - October 2011
Beer Lao April 2008 - December 2010
UTStarcom July 2008 - May 2009
Rutberg & Company July 2007 - October 2007
UTStarcom June 2006 - December 2006
Merrill Lynch June 2004 - August 2004
OSSI September 2002 - May 2004
Skills
Value Investing, Technical Analysis, Fundamental Research, Sales Management, Direct Sales, Strategic Consulting, Management Consulting, Microsoft Office, Investments, Valuation, Finance, Trading, Financial Analysis, Corporate Finance, Equities, Portfolio Management, Business Strategy, Strategic Partnerships, Business Development, Strategy, Market Research, Research, Start-ups, Entrepreneurship, Mergers & Acquisitions
Education
University of California, Berkeley 2008 — 2010
Certificate, Finance
University of California, Davis 2002 — 2007
Bachelors of Arts, Economics, International Relations
Piedmont High School 1998 — 2002
HS Diploma
Marnie O'Donnell's Merrill Lynch Experience January 2006 - August 2006
Job Owner & Founder at MOD FITNESS STUDIO
Industry Internet
Experience
MOD Fitness July 2012 - Present
Exhale Spa October 2009 - July 2012
Glam Media March 2010 - February 2012
Yelp.com November 2008 - February 2010
The Dailey Method March 2008 - November 2008
Merrill Lynch January 2006 - August 2006
Skills
Social Media Marketing, Advertising, Online Advertising, Fitness Industry, Fitness, Certified Group..., Pilates, Social Media, Advertising Sales, Online Marketing, Online Brand Building, Inside Sales, CPM, Account Management, Sales Process, Blog Marketing, Lifestyle Brands, Online Media Management, Salesforce.com, Lead Generation, SEM, Mobile Marketing
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts, Mass Communications
MOD Fitness July 2012 - Present
Exhale Spa October 2009 - July 2012
Glam Media March 2010 - February 2012
Yelp.com November 2008 - February 2010
The Dailey Method March 2008 - November 2008
Merrill Lynch January 2006 - August 2006
Skills
Social Media Marketing, Advertising, Online Advertising, Fitness Industry, Fitness, Certified Group..., Pilates, Social Media, Advertising Sales, Online Marketing, Online Brand Building, Inside Sales, CPM, Account Management, Sales Process, Blog Marketing, Lifestyle Brands, Online Media Management, Salesforce.com, Lead Generation, SEM, Mobile Marketing
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts, Mass Communications
Gina Vickery's Merrill Lynch Experience July 2000 - December 2000
Job Doctoral Student at University of Arkansas, Dept. of Environmental Dynamics
Industry Research
Experience
University of Arkansas August 2009 - Present
ACORN January 2006 - April 2007
Federal Reserve Bank of New York December 2000 - November 2001
Merrill Lynch July 2000 - December 2000
Education
University of California, Berkeley 2004 — 2006
MPP, Public Policy
Wellesley College 1995 — 1999
B.A., Economics
University of Arkansas August 2009 - Present
ACORN January 2006 - April 2007
Federal Reserve Bank of New York December 2000 - November 2001
Merrill Lynch July 2000 - December 2000
Education
University of California, Berkeley 2004 — 2006
MPP, Public Policy
Wellesley College 1995 — 1999
B.A., Economics
KIM CAN's Merrill Lynch Experience April 2000 - August 2012
Job SENIOR REGISTERED CLIENT ASSOCIATE at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2000 - August 2012
Skills
Series 7, Investments
Education
The University of Calgary 1994 — 1999
Bachelor of Business Administration (BBA)
Merrill Lynch April 2000 - August 2012
Skills
Series 7, Investments
Education
The University of Calgary 1994 — 1999
Bachelor of Business Administration (BBA)
Garrett Gin's Merrill Lynch Experience January 1997 - July 2009
Job Senior Vice President, Global Marketing & Corporate Affairs
Industry Public Relations and Communications
Experience
Bank of America July 2009 - Present
Merrill Lynch January 1997 - July 2009
Skills
Marketing Communications, Corporate Social..., Community Development, Philanthropy, Media Relations, Ethnic Media, Public Relations, Speech Writing, Public Speaking, Nonprofits
Education
University of California, Berkeley 1982 — 1986
B.A., Political Science and Economics
Bank of America July 2009 - Present
Merrill Lynch January 1997 - July 2009
Skills
Marketing Communications, Corporate Social..., Community Development, Philanthropy, Media Relations, Ethnic Media, Public Relations, Speech Writing, Public Speaking, Nonprofits
Education
University of California, Berkeley 1982 — 1986
B.A., Political Science and Economics
Rambo Shyy's Merrill Lynch Experience 2009 - 2009
Job Financial Analyst at Intel Corporation
Industry Financial Services
Experience
Intel Corporation 2010 - Present
Merrill Lynch 2009 - 2009
Aon Consulting Group 2008 - 2008
Radford Surveys + Consulting 2007 - 2007
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Valuation
Education
University of California, Berkeley 2006 — 2010
Intel Corporation 2010 - Present
Merrill Lynch 2009 - 2009
Aon Consulting Group 2008 - 2008
Radford Surveys + Consulting 2007 - 2007
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Valuation
Education
University of California, Berkeley 2006 — 2010
Jonathan Fong's Merrill Lynch Experience May 1998 - November 1999
Job Market Research & Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments July 2007 - July 2010
Fidelity Investments November 1999 - July 2007
Merrill Lynch May 1998 - November 1999
Barclays Global Investors May 1997 - May 1998
Wells Fargo Bank May 1996 - May 1997
Wells Fargo January 1994 - May 1996
Hewitt Associates August 1989 - December 1993
Skills
Contract Negotiation, Negotiation, Competitive Intelligence, Strategic Partnerships, Strategic Planning, Leadership, CRM, Strategy, Competitive Analysis, Business Analysis, 401k
Education
University of California, Berkeley 1985 — 1989
BS, Business Administration
Fidelity Investments July 2010 - Present
Fidelity Investments July 2007 - July 2010
Fidelity Investments November 1999 - July 2007
Merrill Lynch May 1998 - November 1999
Barclays Global Investors May 1997 - May 1998
Wells Fargo Bank May 1996 - May 1997
Wells Fargo January 1994 - May 1996
Hewitt Associates August 1989 - December 1993
Skills
Contract Negotiation, Negotiation, Competitive Intelligence, Strategic Partnerships, Strategic Planning, Leadership, CRM, Strategy, Competitive Analysis, Business Analysis, 401k
Education
University of California, Berkeley 1985 — 1989
BS, Business Administration
Rajiv Eluthesen, CFP®'s Merrill Lynch Experience January 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Education
University of California, Berkeley
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Merrill Lynch January 2010 - Present
Education
University of California, Berkeley
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Charmaine Stone Flieder's Merrill Lynch Experience 2002 - 2004
Job HNW Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch 2002 - 2004
Banc of America Securities LLC 1994 - 2002
Education
University of California, Berkeley
Merrill Lynch 2002 - 2004
Banc of America Securities LLC 1994 - 2002
Education
University of California, Berkeley
Valerie Schillaci-Levy's Merrill Lynch Experience 1984 - 2001
Job Pet Nurse at Banfield, The Pet Hospital
Industry Consumer Services
Experience
Banfield, The Pet Hospital July 2010 - Present
Wonderdog Behavioral Training March 2008 - Present
Bloem Direct, Inc September 2007 - August 2009
ASA Eden, LLC January 2004 - December 2007
Merrill Lynch 1984 - 2001
Merrill Lynch 1984 - 2001
Education
University of California, Berkeley
BA, Spanish
Banfield, The Pet Hospital July 2010 - Present
Wonderdog Behavioral Training March 2008 - Present
Bloem Direct, Inc September 2007 - August 2009
ASA Eden, LLC January 2004 - December 2007
Merrill Lynch 1984 - 2001
Merrill Lynch 1984 - 2001
Education
University of California, Berkeley
BA, Spanish
Glenn Kim's Merrill Lynch Experience July 2008 - December 2009
Job Strategy at OneWest Bank
Industry Investment Banking
Experience
OneWest Bank February 2013 - Present
OneWest Bank January 2010 - February 2013
Merrill Lynch July 2008 - December 2009
Kim & Chang July 2007 - August 2007
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Strategy, Valuation, Corporate Development, Financial Modeling
Education
University of California, Berkeley 2004 — 2008
B.S., Electrical Engineering and Computer Sciences
OneWest Bank February 2013 - Present
OneWest Bank January 2010 - February 2013
Merrill Lynch July 2008 - December 2009
Kim & Chang July 2007 - August 2007
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Strategy, Valuation, Corporate Development, Financial Modeling
Education
University of California, Berkeley 2004 — 2008
B.S., Electrical Engineering and Computer Sciences
Patrick Carter's Merrill Lynch Experience 2004 - 2006
Job Institutional investment management
Industry Investment Management
Experience
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
Cecilia Pan's Merrill Lynch Experience 2003 - 2008
Job Consultant Stone Castle
Industry Financial Services
Experience
Morgan Stanley February 2014 - May 2014
Bank of America August 2011 - September 2013
Merrill Lynch 2003 - 2008
Credit Suisse 2001 - 2003
Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
BA, Economics
Morgan Stanley February 2014 - May 2014
Bank of America August 2011 - September 2013
Merrill Lynch 2003 - 2008
Credit Suisse 2001 - 2003
Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
BA, Economics
J. Clara Kim's Merrill Lynch Experience January 2006 - December 2006
Job Credit Risk Manager at Standard Chartered Securities
Industry Financial Services
Experience
Standard Chartered Securities November 2008 - June 2009
Lehman Brothers International April 2008 - October 2008
Moody's Wall Street Analytics/Moody's Investors Service December 2006 - December 2007
Merrill Lynch January 2006 - December 2006
Norddeutsche Landesbank August 2004 - December 2005
Moody's Investors Service July 2001 - July 2004
Skills
Credit Risk, Credit, CDO, Risk, Ratings, Credit Analysis, Derivatives, Securities, Risk Management, Structured Products, Risk Analysis, Financial Risk, Capital Markets, Fixed Income, Investment Banking, Structured Finance, ABS, Equities, Finance
Education
University of California, Berkeley 1998 — 2001
Bachelor's Degree, Economics
Standard Chartered Securities November 2008 - June 2009
Lehman Brothers International April 2008 - October 2008
Moody's Wall Street Analytics/Moody's Investors Service December 2006 - December 2007
Merrill Lynch January 2006 - December 2006
Norddeutsche Landesbank August 2004 - December 2005
Moody's Investors Service July 2001 - July 2004
Skills
Credit Risk, Credit, CDO, Risk, Ratings, Credit Analysis, Derivatives, Securities, Risk Management, Structured Products, Risk Analysis, Financial Risk, Capital Markets, Fixed Income, Investment Banking, Structured Finance, ABS, Equities, Finance
Education
University of California, Berkeley 1998 — 2001
Bachelor's Degree, Economics
Jennifer Choi's Merrill Lynch Experience June 2006 - March 2009
Job Head of Graduate Development Americas, at Barclays
Industry Financial Services
Experience
Barclays Investment Bank October 2009 - Present
JenniferChoiEnterprises March 2009 - October 2009
Merrill Lynch June 2006 - March 2009
Lehman Brothers July 2003 - June 2006
POET AG 1999 - 2001
Versant 1997 - 1999
Skills
Performance Management, Recruiting, Deferred Compensation, Strategy, Budgets, Management, HR Consulting, Coaching, Training, Career Counseling, Talent Management, Change Management, Talent Acquisition, Onboarding, Leadership Development, Succession Planning, Employee Relations, Human Resources, Employee Engagement, Negotiation, Leadership, Organizational...
Education
Henry M. Gunn High School
University of California, Berkeley
Barclays Investment Bank October 2009 - Present
JenniferChoiEnterprises March 2009 - October 2009
Merrill Lynch June 2006 - March 2009
Lehman Brothers July 2003 - June 2006
POET AG 1999 - 2001
Versant 1997 - 1999
Skills
Performance Management, Recruiting, Deferred Compensation, Strategy, Budgets, Management, HR Consulting, Coaching, Training, Career Counseling, Talent Management, Change Management, Talent Acquisition, Onboarding, Leadership Development, Succession Planning, Employee Relations, Human Resources, Employee Engagement, Negotiation, Leadership, Organizational...
Education
Henry M. Gunn High School
University of California, Berkeley
Kai Vernstrom's Merrill Lynch Experience September 2009 - December 2009
Job Associate at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC December 2012 - Present
Hall Capital Partners LLC April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Child Advocates of Silicon Valley June 2008 - July 2008
Imprimis Limited June 2007 - August 2007
Skills
Financial Modeling, Economics, Bloomberg, Private Equity, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Equities, Venture Capital, Asset Management, Investments, Asset Allocation, Financial Analysis, Investment Management, Investment Strategies, Capital Markets, Wealth Management, Fund Of Funds, Family Office
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
International School Bangkok 1995 — 2005
International Baccalaureate Diploma
Hall Capital Partners LLC December 2012 - Present
Hall Capital Partners LLC April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Child Advocates of Silicon Valley June 2008 - July 2008
Imprimis Limited June 2007 - August 2007
Skills
Financial Modeling, Economics, Bloomberg, Private Equity, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Equities, Venture Capital, Asset Management, Investments, Asset Allocation, Financial Analysis, Investment Management, Investment Strategies, Capital Markets, Wealth Management, Fund Of Funds, Family Office
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
International School Bangkok 1995 — 2005
International Baccalaureate Diploma
Justin Cheasty's Merrill Lynch Experience May 2011 - August 2011
Job Student
Industry Investment Management
Experience
UC Berkeley 2010 - Present
UC Berkeley 2012 - 2013
California YMCA Youth & Government August 2011 - April 2012
Merrill Lynch May 2011 - August 2011
Cal Sailing Club May 2007 - August 2007
Skills
Public Speaking, Data Analysis, Economics, Research, Microsoft Excel, Financial Analysis, Qualitative Research
Education
University of California, Berkeley 2009 — 2012
BA, Political Economy
UC Berkeley 2010 - Present
UC Berkeley 2012 - 2013
California YMCA Youth & Government August 2011 - April 2012
Merrill Lynch May 2011 - August 2011
Cal Sailing Club May 2007 - August 2007
Skills
Public Speaking, Data Analysis, Economics, Research, Microsoft Excel, Financial Analysis, Qualitative Research
Education
University of California, Berkeley 2009 — 2012
BA, Political Economy
Pretesh Dahya's Merrill Lynch Experience September 2006 - October 2011
Job Senior Treasury Manager FX at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard August 2015 - Present
Hewlett-Packard October 2012 - July 2015
Merrill Lynch September 2006 - October 2011
Bank of America January 2002 - September 2006
CIBC World Markets February 2001 - October 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Financial Structuring, Bloomberg, Bonds, Leveraged Finance, Hedge Funds, Portfolio Management, Financial Modeling, Product Development, Loan Origination, Capital Structure, Interest Rate Risk..., FX Hedging, Economic Research, Credit Analysis, Credit Risk, Foreign Exchange Risk..., Valuation Modeling, FX trading, FX Options
Education
University of California, Berkeley 2012 — 2012
Evening/Weekend Extension Program, Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
Hewlett-Packard August 2015 - Present
Hewlett-Packard October 2012 - July 2015
Merrill Lynch September 2006 - October 2011
Bank of America January 2002 - September 2006
CIBC World Markets February 2001 - October 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Financial Structuring, Bloomberg, Bonds, Leveraged Finance, Hedge Funds, Portfolio Management, Financial Modeling, Product Development, Loan Origination, Capital Structure, Interest Rate Risk..., FX Hedging, Economic Research, Credit Analysis, Credit Risk, Foreign Exchange Risk..., Valuation Modeling, FX trading, FX Options
Education
University of California, Berkeley 2012 — 2012
Evening/Weekend Extension Program, Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
Victoria You, CPA's Merrill Lynch Experience November 2007 - June 2008
Job IM Analyst at Gap, Inc.
Industry Retail
Experience
Gap Inc./Outlet June 2014 - Present
KPMG US November 2010 - March 2014
PwC June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Skills
Financial Accounting, Tax, Financial Analysis, US GAAP, Transfer Pricing, Financial Modeling, External Audit, Corporate Tax, Due Diligence, CPA, Mandarin, Microsoft Excel
Education
UC Berkeley 2006 — 2010
Bachelor of Arts (BA), Economics
Gap Inc./Outlet June 2014 - Present
KPMG US November 2010 - March 2014
PwC June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Skills
Financial Accounting, Tax, Financial Analysis, US GAAP, Transfer Pricing, Financial Modeling, External Audit, Corporate Tax, Due Diligence, CPA, Mandarin, Microsoft Excel
Education
UC Berkeley 2006 — 2010
Bachelor of Arts (BA), Economics
Mare' Havel-Schwartz's Merrill Lynch Experience December 1995 - January 1998
Job Interior Designer
Industry Design
Experience
Lazy Boy Furniture Galleries May 2014 - Present
Ethan Alen Home Interiors March 2011 - Present
The LaSala Group February 2011 - July 2012
VoSKY, subsidiary of Actiontec Electronics October 2007 - September 2011
Ethan Allen Interiors May 2005 - September 2007
Finley, Jones & Harris September 2000 - May 2005
Finley, Jones & Harris September 2000 - May 2004
Kacey Fine Furniture April 1999 - September 2000
Westmark Harris Advisors, Inc January 1998 - April 1999
Merrill Lynch December 1995 - January 1998
Skills
Interior Design, Fortune 100 Sales, Publishing Sales, Real Estate, Retail, Marketing, Advertising, Customer Service, Business Development, Budgets, Microsoft Office, Public Speaking, Public Relations, Telecommunications, Consumer Electronics
Education
Colorado Institute of Massage 2009 — 2010
International Association of NeuroMuscular Therapists Certification, Massage and Trigger Point Therapy
University of California, Berkeley 1974 — 1978
Bachelor of Science, Political Science
Lazy Boy Furniture Galleries May 2014 - Present
Ethan Alen Home Interiors March 2011 - Present
The LaSala Group February 2011 - July 2012
VoSKY, subsidiary of Actiontec Electronics October 2007 - September 2011
Ethan Allen Interiors May 2005 - September 2007
Finley, Jones & Harris September 2000 - May 2005
Finley, Jones & Harris September 2000 - May 2004
Kacey Fine Furniture April 1999 - September 2000
Westmark Harris Advisors, Inc January 1998 - April 1999
Merrill Lynch December 1995 - January 1998
Skills
Interior Design, Fortune 100 Sales, Publishing Sales, Real Estate, Retail, Marketing, Advertising, Customer Service, Business Development, Budgets, Microsoft Office, Public Speaking, Public Relations, Telecommunications, Consumer Electronics
Education
Colorado Institute of Massage 2009 — 2010
International Association of NeuroMuscular Therapists Certification, Massage and Trigger Point Therapy
University of California, Berkeley 1974 — 1978
Bachelor of Science, Political Science
Adam Messinger's Merrill Lynch Experience January 2003 - Present
Job Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2003 - Present
Education
University of California, Berkeley 1974 — 1978
Economics, Mathematics
Merrill Lynch January 2003 - Present
Education
University of California, Berkeley 1974 — 1978
Economics, Mathematics
Kushal Soni's Merrill Lynch Experience June 2010 - August 2010
Job Graduating Economics Undergraduate at the University of California, Berkeley
Industry Financial Services
Experience
Wells Fargo June 2014 - August 2014
Context Logic Inc (Wish.com) March 2013 - September 2013
MicroCapital August 2012 - October 2012
Gemini Diamonds May 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Entrepreneurship, Investments, Stocks, Java, Sales, Research, Microsoft Office, New Business Development, Microsoft Excel, QuickBooks, HTML, Analytics, Competitive Analysis, Budgets, Strategy, PowerPoint, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Economics, 4th Year
Wells Fargo June 2014 - August 2014
Context Logic Inc (Wish.com) March 2013 - September 2013
MicroCapital August 2012 - October 2012
Gemini Diamonds May 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Entrepreneurship, Investments, Stocks, Java, Sales, Research, Microsoft Office, New Business Development, Microsoft Excel, QuickBooks, HTML, Analytics, Competitive Analysis, Budgets, Strategy, PowerPoint, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Economics, 4th Year
Howard Ahn's Merrill Lynch Experience July 2013 - August 2014
Job Global Business Analyst at Uber
Industry Internet
Experience
Uber August 2014 - Present
Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2012 - August 2012
GP Bullhound May 2011 - August 2011
Stratagem Partnering March 2011 - May 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
University of California, Berkeley 2010 — 2012
B.A., Economics
Uber August 2014 - Present
Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2012 - August 2012
GP Bullhound May 2011 - August 2011
Stratagem Partnering March 2011 - May 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
University of California, Berkeley 2010 — 2012
B.A., Economics
M Cheung's Merrill Lynch Experience August 2005 - October 2010
Job
Industry
Experience
Merrill Lynch August 2005 - October 2010
Wells Fargo Bank February 2004 - August 2005
Golden Crown Industrial Co September 2002 - January 2004
Education
University of California, Berkeley
Bachelor of Arts, Psychology
Merrill Lynch August 2005 - October 2010
Wells Fargo Bank February 2004 - August 2005
Golden Crown Industrial Co September 2002 - January 2004
Education
University of California, Berkeley
Bachelor of Arts, Psychology
Darren Hung's Merrill Lynch Experience June 2010 - August 2010
Job University of California, Berkeley Alumni
Industry Financial Services
Experience
Merrill Lynch June 2010 - August 2010
Golden State Warriors March 2008 - March 2010
Armkea Inc. May 2007 - January 2010
Education
University of California, Berkeley 2007 — 2011
BA, Economics
Merrill Lynch June 2010 - August 2010
Golden State Warriors March 2008 - March 2010
Armkea Inc. May 2007 - January 2010
Education
University of California, Berkeley 2007 — 2011
BA, Economics
Amrit Rathi's Merrill Lynch Experience September 2010 - December 2010
Job Assurance Associate in Financial Services at PwC
Industry Financial Services
Experience
PwC May 2013 - Present
Opportunistic Corporate Disclosure around Mergers and Acquisitions September 2011 - April 2012
Big City Chefs, Inc. January 2011 - April 2011
Merrill Lynch September 2010 - December 2010
Skills
Finance, Financial Analysis, Mergers & Acquisitions, Management, Fixed Income, QuickBooks, Bloomberg, Financial Modeling, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.), Business Administration
PwC May 2013 - Present
Opportunistic Corporate Disclosure around Mergers and Acquisitions September 2011 - April 2012
Big City Chefs, Inc. January 2011 - April 2011
Merrill Lynch September 2010 - December 2010
Skills
Finance, Financial Analysis, Mergers & Acquisitions, Management, Fixed Income, QuickBooks, Bloomberg, Financial Modeling, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.), Business Administration
Kent Yamane's Merrill Lynch Experience June 2011 - July 2012
Job Investment Analyst at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company October 2013 - Present
Merrill Lynch June 2011 - July 2012
Independent July 2009 - June 2011
Education
University of California, Berkeley 2006 — 2009
Bachelors, American Studies
Prudential Mortgage Capital Company October 2013 - Present
Merrill Lynch June 2011 - July 2012
Independent July 2009 - June 2011
Education
University of California, Berkeley 2006 — 2009
Bachelors, American Studies
Rich Boyer's Merrill Lynch Experience May 2000 - September 2005
Job at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
Edward Malicdem's Merrill Lynch Experience June 2010 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Morgan Stanley September 2001 - June 2010
Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Alternative Investments, Variable Annuities, Separately Managed..., Estate Planning, Financial Advisory, Portfolio Management, Strategic Financial..., Defined Benefit, 401k Rollovers, High Net Worth..., Defined Contribution, Saving for Education, Retirement Plan..., Life Insurance, Long Term Care Insurance, Wealth Management..., Investment Advisory, Series 63, Wealth Management, Uniform Combined State..., Series 65, Retirement, Financial Planning
Education
Whittier Law School
Law
UC Berkeley
Bachelor of Arts (B.A.), History and Political Science
La Salle High School
Merrill Lynch June 2010 - Present
Morgan Stanley September 2001 - June 2010
Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Alternative Investments, Variable Annuities, Separately Managed..., Estate Planning, Financial Advisory, Portfolio Management, Strategic Financial..., Defined Benefit, 401k Rollovers, High Net Worth..., Defined Contribution, Saving for Education, Retirement Plan..., Life Insurance, Long Term Care Insurance, Wealth Management..., Investment Advisory, Series 63, Wealth Management, Uniform Combined State..., Series 65, Retirement, Financial Planning
Education
Whittier Law School
Law
UC Berkeley
Bachelor of Arts (B.A.), History and Political Science
La Salle High School
Ying Min Pang's Merrill Lynch Experience June 2000 - December 2000
Job Analytics
Industry Internet
Experience
Lending Club September 2013 - Present
PayPal April 2011 - September 2013
PayPal May 2007 - April 2011
Washington Mutual Inc July 2005 - May 2007
FICO October 2001 - July 2005
William M. Mercer, Incorporate December 2000 - October 2001
Merrill Lynch June 2000 - December 2000
Education
University of California, Berkeley
Bachelor of Arts, Economics & Statistics
Lending Club September 2013 - Present
PayPal April 2011 - September 2013
PayPal May 2007 - April 2011
Washington Mutual Inc July 2005 - May 2007
FICO October 2001 - July 2005
William M. Mercer, Incorporate December 2000 - October 2001
Merrill Lynch June 2000 - December 2000
Education
University of California, Berkeley
Bachelor of Arts, Economics & Statistics
Peter Figueroa's Merrill Lynch Experience November 2008 - February 2009
Job Research Associate at BayStreet Research, LLC
Industry Market Research
Experience
BayStreet Research, LLC July 2009 - Present
Merrill Lynch November 2008 - February 2009
Imperial Capital, LLC June 2006 - June 2008
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Competitive Intelligence, Financial Analysis, Market Research, Competitive Analysis, Investments, Market Analysis, Business Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Social Media, Quantitative Analytics, Project Management
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
BayStreet Research, LLC July 2009 - Present
Merrill Lynch November 2008 - February 2009
Imperial Capital, LLC June 2006 - June 2008
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Competitive Intelligence, Financial Analysis, Market Research, Competitive Analysis, Investments, Market Analysis, Business Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Social Media, Quantitative Analytics, Project Management
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Carrie Tennant's Merrill Lynch Experience March 2007 - November 2011
Job Vice President, Financial Advisor
Industry Financial Services
Experience
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance
Anita Nambiar's Merrill Lynch Experience June 1998 - September 2000
Job Production Services Senior Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2014 - Present
Contractor 2010 - January 2014
Direct Group September 2000 - 2010
Merrill Lynch June 1998 - September 2000
Skills
Data Analytics, Microsoft SQL Server, SQL, Oracle, Databases, SDLC, Requirements Analysis, Windows Server, Unix, PL/SQL, Disaster Recovery, Business Analysis, Data Warehousing, Active Directory, Business Intelligence, XML, JavaScript, Troubleshooting, Linux, Software Development, ASP.NET, asp, HTML, Crystal Reports, MS Excel Pivot Tables, Splunk
Education
University of Calicut 1981 — 1989
Master of Science (M.Sc.), Mathematics
Bank of America August 2014 - Present
Contractor 2010 - January 2014
Direct Group September 2000 - 2010
Merrill Lynch June 1998 - September 2000
Skills
Data Analytics, Microsoft SQL Server, SQL, Oracle, Databases, SDLC, Requirements Analysis, Windows Server, Unix, PL/SQL, Disaster Recovery, Business Analysis, Data Warehousing, Active Directory, Business Intelligence, XML, JavaScript, Troubleshooting, Linux, Software Development, ASP.NET, asp, HTML, Crystal Reports, MS Excel Pivot Tables, Splunk
Education
University of Calicut 1981 — 1989
Master of Science (M.Sc.), Mathematics
Carl Montgomery's Merrill Lynch Experience 1988 - 2000
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2000 - Present
Merrill Lynch 1988 - 2000
Education
University of California, Berkeley
Morgan Stanley Wealth Management 2000 - Present
Merrill Lynch 1988 - 2000
Education
University of California, Berkeley
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank