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
Ellina Chulpaeff Ellina Chulpaeff's Merrill Lynch Experience May 2012 - July 2012
Job J.D. Candidate at UCLA School of Law
Industry Law Practice
Experience
The OCRE Group December 2014 - Present
CBRE June 2015 - July 2015
Bet Tzedek Legal Services September 2014 - November 2014
Landau Gottfried & Berger LLP August 2013 - July 2014
Knightsbridge Branding June 2012 - May 2013
Kaplan Test Prep and Admissions March 2011 - May 2013
Sigma Kappa Sorority, Lambda Chapter December 2011 - December 2012
Merrill Lynch May 2012 - July 2012
US Congress May 2011 - July 2011
Skills
Research, Lexis, Juris, Event Planning, Timeslips, Facebook, Social Media, Spanish, Community Outreach, Social Networking, Fundraising, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media Marketing, Non-profits, Microsoft Word
Education
University of California, Los Angeles - School of Law 2014 — 2017
Juris Doctor (J.D.)
University of California, Berkeley 2010 — 2013
B.A., Political Science, Highest Distinction in General Scholarship (Summa Cum Laude)
Harvard-Westlake School 2006 — 2010
The OCRE Group December 2014 - Present
CBRE June 2015 - July 2015
Bet Tzedek Legal Services September 2014 - November 2014
Landau Gottfried & Berger LLP August 2013 - July 2014
Knightsbridge Branding June 2012 - May 2013
Kaplan Test Prep and Admissions March 2011 - May 2013
Sigma Kappa Sorority, Lambda Chapter December 2011 - December 2012
Merrill Lynch May 2012 - July 2012
US Congress May 2011 - July 2011
Skills
Research, Lexis, Juris, Event Planning, Timeslips, Facebook, Social Media, Spanish, Community Outreach, Social Networking, Fundraising, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media Marketing, Non-profits, Microsoft Word
Education
University of California, Los Angeles - School of Law 2014 — 2017
Juris Doctor (J.D.)
University of California, Berkeley 2010 — 2013
B.A., Political Science, Highest Distinction in General Scholarship (Summa Cum Laude)
Harvard-Westlake School 2006 — 2010
Marston Litvinsky Marston Litvinsky's Merrill Lynch Experience February 2013 - April 2013
Job Analyst at FirstKey
Industry Real Estate
Experience
FirstKey April 2015 - Present
Five Ten Capital June 2013 - Present
Merrill Lynch February 2013 - April 2013
Sony Pictures Entertainment May 2012 - August 2012
Skills
SAP, Economics, Valuation, Finance, Financial Modeling, Microsoft Office, Corporate Finance, Statistics, SQL, Salesforce Administrator, Analytics, Financial Analysis, Data Analysis, Due Diligence, Microsoft Excel, Databases, Stata, PowerPoint, Access, HTML, CSS, JavaScript, jQuery, Python, LESS
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree (Hons), Economics, 3.88
Canyon High School 2005 — 2009
High School Diploma
FirstKey April 2015 - Present
Five Ten Capital June 2013 - Present
Merrill Lynch February 2013 - April 2013
Sony Pictures Entertainment May 2012 - August 2012
Skills
SAP, Economics, Valuation, Finance, Financial Modeling, Microsoft Office, Corporate Finance, Statistics, SQL, Salesforce Administrator, Analytics, Financial Analysis, Data Analysis, Due Diligence, Microsoft Excel, Databases, Stata, PowerPoint, Access, HTML, CSS, JavaScript, jQuery, Python, LESS
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree (Hons), Economics, 3.88
Canyon High School 2005 — 2009
High School Diploma
Irene Zou Irene Zou's Merrill Lynch Experience June 2013 - September 2013
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Morpheus Capital June 2014 - November 2014
B. Riley & Co. November 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Room to Read June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Business Strategy, Financial Modeling, Leadership, Competitive Analysis, Public Speaking, Investments, Investment Banking, Equity Research
Education
University of California, Berkeley 2012 — 2016
Goldman Sachs June 2015 - August 2015
Morpheus Capital June 2014 - November 2014
B. Riley & Co. November 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Room to Read June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Business Strategy, Financial Modeling, Leadership, Competitive Analysis, Public Speaking, Investments, Investment Banking, Equity Research
Education
University of California, Berkeley 2012 — 2016
Derrick Snarr Derrick Snarr's Merrill Lynch Experience June 2011 - August 2011
Job Sales Developement at Five9, Inc.
Industry Computer Software
Experience
Five9 March 2015 - Present
RJR Partners, Inc. February 2014 - March 2015
Verizon Wireless January 2013 - January 2014
Real Wealth Network June 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Research, Project Management, Telecommunications, Technology, Telecommunications..., Telecommunication..., Network Security, SMS, MMS, Business Analysis, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Business Strategy, Risk Management, Business Development, Market Research, Entrepreneurship, Economics, Business Planning, Team Management, Accounting, SDLC, Team Leadership, Program Management, Sales, Account Management, Enterprise Software, CRM, Solution Selling, Cloud Computing, Sales Operations, SaaS, Salesforce.com, Strategic Partnerships
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Monte Vista High School
Five9 March 2015 - Present
RJR Partners, Inc. February 2014 - March 2015
Verizon Wireless January 2013 - January 2014
Real Wealth Network June 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Research, Project Management, Telecommunications, Technology, Telecommunications..., Telecommunication..., Network Security, SMS, MMS, Business Analysis, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Business Strategy, Risk Management, Business Development, Market Research, Entrepreneurship, Economics, Business Planning, Team Management, Accounting, SDLC, Team Leadership, Program Management, Sales, Account Management, Enterprise Software, CRM, Solution Selling, Cloud Computing, Sales Operations, SaaS, Salesforce.com, Strategic Partnerships
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Monte Vista High School
Alex Sauer Alex Sauer's Merrill Lynch Experience March 2005 - July 2008
Job Investment Associate at Homestead Capital LLC
Industry Investment Management
Experience
AgFunder February 2014 - January 2015
Merrill Lynch Private Banking & Investment Group July 2008 - June 2013
Merrill Lynch March 2005 - July 2008
Sauer Orchards June 1991 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Financial Advisory, Equities, Investment Strategies, Asset Allocation, Investment Management, Financial Analysis, Finance, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategy, Hedge Funds
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General Business
AgFunder February 2014 - January 2015
Merrill Lynch Private Banking & Investment Group July 2008 - June 2013
Merrill Lynch March 2005 - July 2008
Sauer Orchards June 1991 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Financial Advisory, Equities, Investment Strategies, Asset Allocation, Investment Management, Financial Analysis, Finance, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategy, Hedge Funds
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General Business
Joy Chang's Merrill Lynch Experience January 2010 - June 2010
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon March 2014 - Present
Amazon August 2012 - February 2014
Amazon.com June 2011 - August 2011
Merrill Lynch January 2010 - June 2010
Merrill Lynch August 2007 - December 2009
Merrill Lynch June 2005 - July 2007
KPMG June 2004 - August 2004
Skills
Financial Modeling, Marketing Strategy, Forecasting, Strategy, Business Development, Mergers & Acquisitions, Valuation, Analysis, Due Diligence, Finance, Management, Leadership, Product Management, Competitive Analysis, Product Development, Marketing, Analytics, Business Strategy, Pricing, Investment Banking, Market Research, Start-ups, Entrepreneurship, Emerging Markets, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management
University of California, Berkeley 2001 — 2005
B.S. and B.A., Business Administration and Economics
Amazon March 2014 - Present
Amazon August 2012 - February 2014
Amazon.com June 2011 - August 2011
Merrill Lynch January 2010 - June 2010
Merrill Lynch August 2007 - December 2009
Merrill Lynch June 2005 - July 2007
KPMG June 2004 - August 2004
Skills
Financial Modeling, Marketing Strategy, Forecasting, Strategy, Business Development, Mergers & Acquisitions, Valuation, Analysis, Due Diligence, Finance, Management, Leadership, Product Management, Competitive Analysis, Product Development, Marketing, Analytics, Business Strategy, Pricing, Investment Banking, Market Research, Start-ups, Entrepreneurship, Emerging Markets, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management
University of California, Berkeley 2001 — 2005
B.S. and B.A., Business Administration and Economics
Bryan Chiou's Merrill Lynch Experience October 2013 - December 2013
Job Tech M&A Summer Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - August 2015
Berkeley Business Society November 2014 - May 2015
GP Bullhound June 2014 - August 2014
85 Degrees Bakery Cafe May 2013 - January 2014
Merrill Lynch October 2013 - December 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Management, Event Planning, Nonprofits, Leadership, Program Management, Data Analysis, Entrepreneurship, Financial Modeling, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Industrial Engineering and Operations Research Minor
Evercore June 2015 - August 2015
Berkeley Business Society November 2014 - May 2015
GP Bullhound June 2014 - August 2014
85 Degrees Bakery Cafe May 2013 - January 2014
Merrill Lynch October 2013 - December 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Management, Event Planning, Nonprofits, Leadership, Program Management, Data Analysis, Entrepreneurship, Financial Modeling, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Industrial Engineering and Operations Research Minor
Jenna Dockery Jenna Dockery's Merrill Lynch Experience April 2014 - Present
Job Registered Client Associate at Merrill Lynch Venture Services Group
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
ATEL Capital Group June 2012 - March 2014
ATEL Capital Group August 2011 - June 2012
Sonoma County Office of Education December 2010 - August 2011
Skills
Microsoft Office, Data Analysis, Salesforce.com
Education
UC Berkeley 2006 — 2010
Anthropology, Geography
Merrill Lynch April 2014 - Present
ATEL Capital Group June 2012 - March 2014
ATEL Capital Group August 2011 - June 2012
Sonoma County Office of Education December 2010 - August 2011
Skills
Microsoft Office, Data Analysis, Salesforce.com
Education
UC Berkeley 2006 — 2010
Anthropology, Geography
Andrew Hahm's Merrill Lynch Experience July 2010 - August 2010
Job Corporate Strategy at CSAA Insurance Group, a AAA Insurer
Industry Financial Services
Experience
CSAA Insurance Group August 2014 - Present
Wells Fargo May 2013 - April 2014
Haas School of Business August 2010 - January 2014
Visa Inc. June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
ASC Trust Corporation May 2009 - July 2009
Ernst & Young May 2008 - July 2008
Office of the Governor of Guam April 2007 - May 2008
Skills
Perl, Regular Expressions, Scuba Diving, Financial Modeling, Excel, Investments, Music, Fixed Income, Valuation, PowerPoint, Word, Microsoft Office, Outlook, Mac OS X, Corporate Finance, Business Strategy, Entrepreneurship, Microsoft Word, OS X, Microsoft Excel, Portfolio Management, Asset Management, Finance, Forecasting, Economics, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration
St. John's School 2004 — 2008
CSAA Insurance Group August 2014 - Present
Wells Fargo May 2013 - April 2014
Haas School of Business August 2010 - January 2014
Visa Inc. June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
ASC Trust Corporation May 2009 - July 2009
Ernst & Young May 2008 - July 2008
Office of the Governor of Guam April 2007 - May 2008
Skills
Perl, Regular Expressions, Scuba Diving, Financial Modeling, Excel, Investments, Music, Fixed Income, Valuation, PowerPoint, Word, Microsoft Office, Outlook, Mac OS X, Corporate Finance, Business Strategy, Entrepreneurship, Microsoft Word, OS X, Microsoft Excel, Portfolio Management, Asset Management, Finance, Forecasting, Economics, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration
St. John's School 2004 — 2008
Kevin Lee Kevin Lee's Merrill Lynch Experience July 2012 - June 2013
Job Product at AltSchool
Industry Financial Services
Experience
AltSchool June 2015 - Present
FactoryX May 2015 - Present
Product Manager HQ June 2014 - Present
Product School November 2014 - Present
Kabam June 2013 - June 2015
Bayes Impact May 2014 - May 2015
Startup Weekend June 2014 - February 2015
Merrill Lynch July 2012 - June 2013
Social Sector Solutions December 2011 - June 2012
UC Berkeley August 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Investment Banking, Investments, Private Equity, Market Analysis, Corporate Finance, Teaching, Stocks, Stock Market, Stock Trading, Personal Finance, Leadership Mentoring, Youth Mentoring, Educational Technology, Public Speaking, Mandarin, Conversational Japanese, Bloomberg, Factset, Final Cut Pro, HTML + CSS, Venture Capital, Microsoft Excel, Mathematical Programming, Spreadsheets, Mergers & Acquisitions, Entrepreneurship, HTML, Mathematical Modeling, Risk/Reward Analysis, Strategic Partnerships, Analysis, Finance, Economics, Strategy, Start-ups, Valuation, Data Analysis, Product Management, Interview Preparation, Interviewing Skills, Product Design, Mentoring
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Fung Institute for Engineering Leadership
Certificate in Management of Engineering & Innovation
AltSchool June 2015 - Present
FactoryX May 2015 - Present
Product Manager HQ June 2014 - Present
Product School November 2014 - Present
Kabam June 2013 - June 2015
Bayes Impact May 2014 - May 2015
Startup Weekend June 2014 - February 2015
Merrill Lynch July 2012 - June 2013
Social Sector Solutions December 2011 - June 2012
UC Berkeley August 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Investment Banking, Investments, Private Equity, Market Analysis, Corporate Finance, Teaching, Stocks, Stock Market, Stock Trading, Personal Finance, Leadership Mentoring, Youth Mentoring, Educational Technology, Public Speaking, Mandarin, Conversational Japanese, Bloomberg, Factset, Final Cut Pro, HTML + CSS, Venture Capital, Microsoft Excel, Mathematical Programming, Spreadsheets, Mergers & Acquisitions, Entrepreneurship, HTML, Mathematical Modeling, Risk/Reward Analysis, Strategic Partnerships, Analysis, Finance, Economics, Strategy, Start-ups, Valuation, Data Analysis, Product Management, Interview Preparation, Interviewing Skills, Product Design, Mentoring
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Fung Institute for Engineering Leadership
Certificate in Management of Engineering & Innovation
Amanda Kilpatrick's Merrill Lynch Experience June 2012 - August 2012
Job Changing the way companies hire, market, and sell
Industry Internet
Experience
LinkedIn November 2014 - Present
LinkedIn December 2013 - November 2014
Twitter July 2013 - December 2013
Merrill Lynch June 2012 - August 2012
Sigma Kappa Sorority May 2011 - December 2011
Piedmont Capital May 2011 - August 2011
Skills
Budgets, CRM, Financial Analysis, Due Diligence, Business Development, Marketing, Salesforce.com, Sales, Online Advertising, Lead Generation, Brand Development..., SaaS, Twitter, Recruiting, CTR, CPE, Mobile Marketing, Social Networking, Training, Finance, Social Media, Customer Service, Leadership, Management, Strategy
Education
University of California, Berkeley
B.A., Economics, 3.50
LinkedIn November 2014 - Present
LinkedIn December 2013 - November 2014
Twitter July 2013 - December 2013
Merrill Lynch June 2012 - August 2012
Sigma Kappa Sorority May 2011 - December 2011
Piedmont Capital May 2011 - August 2011
Skills
Budgets, CRM, Financial Analysis, Due Diligence, Business Development, Marketing, Salesforce.com, Sales, Online Advertising, Lead Generation, Brand Development..., SaaS, Twitter, Recruiting, CTR, CPE, Mobile Marketing, Social Networking, Training, Finance, Social Media, Customer Service, Leadership, Management, Strategy
Education
University of California, Berkeley
B.A., Economics, 3.50
Alex Dergun Alex Dergun's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Columbia Business School August 2014 - Present
Voce Capital March 2014 - July 2014
Dodge & Cox September 2012 - September 2013
Dodge & Cox August 2010 - August 2012
Bank of America Merrill Lynch July 2009 - August 2010
The BearFund September 2008 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Equity Research, Private Equity, Financial Analysis, Valuation, Equities, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg, Investments, Data Analysis, Financial Modeling
Education
UC Berkeley 2005 — 2009
BS in Business Administration & BA in Economics, Business Administration and Economics
Columbia Business School August 2014 - Present
Voce Capital March 2014 - July 2014
Dodge & Cox September 2012 - September 2013
Dodge & Cox August 2010 - August 2012
Bank of America Merrill Lynch July 2009 - August 2010
The BearFund September 2008 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Equity Research, Private Equity, Financial Analysis, Valuation, Equities, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg, Investments, Data Analysis, Financial Modeling
Education
UC Berkeley 2005 — 2009
BS in Business Administration & BA in Economics, Business Administration and Economics
Diana Rossetti Diana Rossetti's Merrill Lynch Experience January 1992 - December 2000
Job Business Development at For My Children
Industry Financial Services
Experience
For My Children March 2013 - Present
John Hancock Financial Services January 2001 - January 2013
Merrill Lynch January 1992 - December 2000
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Relationship Management, Asset Allocation, Risk Management, Alternative Investments, Asset Management, Retirement, Equities, Strategic Financial...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
University of California, Berkeley
Master's degree, Psychiatric Social Work
For My Children March 2013 - Present
John Hancock Financial Services January 2001 - January 2013
Merrill Lynch January 1992 - December 2000
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Relationship Management, Asset Allocation, Risk Management, Alternative Investments, Asset Management, Retirement, Equities, Strategic Financial...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
University of California, Berkeley
Master's degree, Psychiatric Social Work
Deanna Berzins, CFP Deanna Berzins, CFP's Merrill Lynch Experience September 1995 - 1997
Job Personal CFO at Yellow Brick Road Financial Services
Industry Investment Management
Experience
Yellow Brick Road Financial Services 2015 - Present
Deanna Haffey Berzins, CFP June 2014 - February 2015
Bank of the West September 2007 - 2014
The Mechanics Bank 1997 - 2007
Merrill Lynch September 1995 - 1997
Citibank 1993 - 1995
Skills
Trust Services, Banking, Wealth Management, Investments, Portfolio Management, Investment Management, Alternative Investments, Private Banking, Series 7, Asset Managment, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management..., Strategic Financial..., Retirement Planning, Cash Management, Investment Advisory, Securities, Relationship Management, Fixed Income, High Net Worth..., Estate Planning, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Equities, Financial Advisory, Series 63, Capital Markets, Risk Management, Asset Management, Bonds, Finance, Credit, Lines Of Credit, Uniform Combined State..., Financial Risk, ETFs, Financial Markets, Bloomberg, Financial Services, Mortgage Lending, FINRA, Hedge Funds, Small Business Lending, Wealth, Investment Banking, Private Equity
Education
UC Berkeley
Certification, Personal Financial Planning
University of California, Los Angeles
B.S., Mathematics/Applied Economics
Yellow Brick Road Financial Services 2015 - Present
Deanna Haffey Berzins, CFP June 2014 - February 2015
Bank of the West September 2007 - 2014
The Mechanics Bank 1997 - 2007
Merrill Lynch September 1995 - 1997
Citibank 1993 - 1995
Skills
Trust Services, Banking, Wealth Management, Investments, Portfolio Management, Investment Management, Alternative Investments, Private Banking, Series 7, Asset Managment, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management..., Strategic Financial..., Retirement Planning, Cash Management, Investment Advisory, Securities, Relationship Management, Fixed Income, High Net Worth..., Estate Planning, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Equities, Financial Advisory, Series 63, Capital Markets, Risk Management, Asset Management, Bonds, Finance, Credit, Lines Of Credit, Uniform Combined State..., Financial Risk, ETFs, Financial Markets, Bloomberg, Financial Services, Mortgage Lending, FINRA, Hedge Funds, Small Business Lending, Wealth, Investment Banking, Private Equity
Education
UC Berkeley
Certification, Personal Financial Planning
University of California, Los Angeles
B.S., Mathematics/Applied Economics
Francis Somsel Francis Somsel's Merrill Lynch Experience January 1997 - January 1998
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Information Technology and Services
Experience
Coldwell Banker Residential Brokerage December 2014 - Present
Utelogy Corporation February 2014 - November 2014
Embarcadero YMCA January 2014 - April 2014
Conferencing Advisors October 2006 - October 2013
Nolo 2006 - 2006
NF Communications 2002 - 2005
Titan Advisors 2002 - 2002
Citicorp Investment Services January 1998 - December 2001
Merrill Lynch January 1997 - January 1998
New York Life Insurance Company 1995 - 1997
Skills
Telepresence, Video Conferencing, Telecommunications, Unified Communications, Channel, IP, Digital Signage, Video, Collaboration Solutions, Unified Messaging, Tandberg, New Business Development, Sound, Webinars, Managed Services, VoIP, Solution Selling, Channel Partners, H.323, SIP, SaaS, Salesforce.com, Sales Engineering, Lead Generation, MPLS, Sales Process, Hosted Services, Streaming Media, Audio Conferencing, Sales Operations, AV, Team Leadership, Financial Analysis, Efficiency
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), History
Coldwell Banker Residential Brokerage December 2014 - Present
Utelogy Corporation February 2014 - November 2014
Embarcadero YMCA January 2014 - April 2014
Conferencing Advisors October 2006 - October 2013
Nolo 2006 - 2006
NF Communications 2002 - 2005
Titan Advisors 2002 - 2002
Citicorp Investment Services January 1998 - December 2001
Merrill Lynch January 1997 - January 1998
New York Life Insurance Company 1995 - 1997
Skills
Telepresence, Video Conferencing, Telecommunications, Unified Communications, Channel, IP, Digital Signage, Video, Collaboration Solutions, Unified Messaging, Tandberg, New Business Development, Sound, Webinars, Managed Services, VoIP, Solution Selling, Channel Partners, H.323, SIP, SaaS, Salesforce.com, Sales Engineering, Lead Generation, MPLS, Sales Process, Hosted Services, Streaming Media, Audio Conferencing, Sales Operations, AV, Team Leadership, Financial Analysis, Efficiency
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), History
Katy Reynolds Katy Reynolds's Merrill Lynch Experience 1989 - 2002
Job Founder & Chief Executive Officer at The Vivelan Group
Industry Renewables & Environment
Experience
The Vivelan Group September 2011 - Present
Reynolds Wallbrink LLC January 2003 - Present
Pegasus Capital Advisors February 2009 - January 2011
Lighting Science Group Corporation March 2009 - August 2010
Overture Financial Services June 2005 - June 2006
SecuriMetrics February 2003 - August 2005
Han Feng Designs 2004 - 2005
Merrill Lynch 1989 - 2002
Skills
Restructuring, Private Equity, Investments, Financial Services, Managerial Finance, Investment Banking, Mergers, Start-ups, Business Strategy, Financial Modeling, Strategic Planning, Business Planning, Business Development, Due Diligence, Venture Capital, Investor Relations, Financial Analysis, Program Management, New Business Development, Project Management, Competitive Analysis, Portfolio Management, Energy, Management, Executive Management, International Business, Product Management, Entrepreneurship, Valuation, Sustainability, Renewable Energy, Corporate Development, Strategic Financial..., Leadership, Strategic Partnerships, Finance, Corporate Finance, Strategy, Management Consulting, Mergers & Acquisitions, Cleantech, Asset Management, Cross-functional Team..., Market Analysis, Business Process..., Analysis, Forecasting, Solar Energy, Project Finance, Risk Management
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts, Political Economy of Industrial Societies
The Vivelan Group September 2011 - Present
Reynolds Wallbrink LLC January 2003 - Present
Pegasus Capital Advisors February 2009 - January 2011
Lighting Science Group Corporation March 2009 - August 2010
Overture Financial Services June 2005 - June 2006
SecuriMetrics February 2003 - August 2005
Han Feng Designs 2004 - 2005
Merrill Lynch 1989 - 2002
Skills
Restructuring, Private Equity, Investments, Financial Services, Managerial Finance, Investment Banking, Mergers, Start-ups, Business Strategy, Financial Modeling, Strategic Planning, Business Planning, Business Development, Due Diligence, Venture Capital, Investor Relations, Financial Analysis, Program Management, New Business Development, Project Management, Competitive Analysis, Portfolio Management, Energy, Management, Executive Management, International Business, Product Management, Entrepreneurship, Valuation, Sustainability, Renewable Energy, Corporate Development, Strategic Financial..., Leadership, Strategic Partnerships, Finance, Corporate Finance, Strategy, Management Consulting, Mergers & Acquisitions, Cleantech, Asset Management, Cross-functional Team..., Market Analysis, Business Process..., Analysis, Forecasting, Solar Energy, Project Finance, Risk Management
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts, Political Economy of Industrial Societies
Lance Polverini, CFA Lance Polverini, CFA's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch May 2007 - May 2015
Skills
Valuation, Financial Modeling, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Hedge Funds, Investments, Equities, Series 7, Investment Banking, Portfolio Management, Equity Research, Asset Management, Financial Analysis, Venture Capital, Capital Markets, Due Diligence, Asset Allocation, Mutual Funds
Education
London School of Economics and Political Science 2005 — 2006
Master's degree, Global Politics
UC Berkeley 2000 — 2004
Bachelor's degree, Political Science and Government, 3.52
Merrill Lynch May 2015 - Present
Merrill Lynch May 2007 - May 2015
Skills
Valuation, Financial Modeling, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Hedge Funds, Investments, Equities, Series 7, Investment Banking, Portfolio Management, Equity Research, Asset Management, Financial Analysis, Venture Capital, Capital Markets, Due Diligence, Asset Allocation, Mutual Funds
Education
London School of Economics and Political Science 2005 — 2006
Master's degree, Global Politics
UC Berkeley 2000 — 2004
Bachelor's degree, Political Science and Government, 3.52
Emmeline Tran's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at The Raine Group
Industry Investment Banking
Experience
The Raine Group June 2013 - August 2013
Pacific Gas and Electric Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Orange County District Attorney's Office June 2009 - September 2009
Skills
Financial Analysis, Valuation, Microsoft Excel, Finance, Microsoft Office, Risk Management, Data Analysis, PowerPoint, Corporate Finance, Investments, Forecasting, Market Research, Leadership, Capital Markets, Business Strategy, Financial Reporting, Business Analysis, Economics, Access, Analysis, Strategic Planning, Strategic Financial..., Alternative Investments, Investment Banking, Portfolio Management, Strategy
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS)
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.)
Northwood High School 2006 — 2010
The Raine Group June 2013 - August 2013
Pacific Gas and Electric Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Orange County District Attorney's Office June 2009 - September 2009
Skills
Financial Analysis, Valuation, Microsoft Excel, Finance, Microsoft Office, Risk Management, Data Analysis, PowerPoint, Corporate Finance, Investments, Forecasting, Market Research, Leadership, Capital Markets, Business Strategy, Financial Reporting, Business Analysis, Economics, Access, Analysis, Strategic Planning, Strategic Financial..., Alternative Investments, Investment Banking, Portfolio Management, Strategy
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS)
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.)
Northwood High School 2006 — 2010
David Hu David Hu's Merrill Lynch Experience May 1999 - August 1999
Job President, Classic Vacations (Subsidiary of Expedia)
Industry Internet
Experience
Classic Vacations (Subsidiary of Expedia Inc.) February 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2010 - Present
Hawaii Visitors & Convention Bureau January 2013 - January 2015
Classic Vacations (Subsidiary of Expedia Inc.) September 2006 - February 2009
Hotwire (Subsidiary of Expedia Inc.) May 2004 - September 2006
HCP Travel October 2003 - May 2004
Morgan Stanley Singapore July 2000 - December 2002
Merrill Lynch May 1999 - August 1999
PricewaterhouseCoopers January 1993 - July 1998
Skills
Financial Modeling, Mergers, Strategy, Financial Analysis, Business Development, Corporate Finance, Strategic Planning, E-commerce, Strategic Financial..., Finance, Accounting, Leadership, Start-ups, Analytics, Revenue Analysis, Travel Management, Tourism, Business Strategy, Leisure Travel, Sales, Resorts, Hotels, Online Advertising, Hospitality, Strategic Partnerships, Online Marketing, Forecasting, Marketing Strategy, Contract Negotiation, Management, Budgets, Mergers & Acquisitions
Education
University of California, Los Angeles 1998 — 2000
Master of Business Administration (MBA), Finance and Strategy
University of California, Berkeley 1989 — 1992
Bachelor's of Science, Finance and Accounting
Classic Vacations (Subsidiary of Expedia Inc.) February 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2010 - Present
Hawaii Visitors & Convention Bureau January 2013 - January 2015
Classic Vacations (Subsidiary of Expedia Inc.) September 2006 - February 2009
Hotwire (Subsidiary of Expedia Inc.) May 2004 - September 2006
HCP Travel October 2003 - May 2004
Morgan Stanley Singapore July 2000 - December 2002
Merrill Lynch May 1999 - August 1999
PricewaterhouseCoopers January 1993 - July 1998
Skills
Financial Modeling, Mergers, Strategy, Financial Analysis, Business Development, Corporate Finance, Strategic Planning, E-commerce, Strategic Financial..., Finance, Accounting, Leadership, Start-ups, Analytics, Revenue Analysis, Travel Management, Tourism, Business Strategy, Leisure Travel, Sales, Resorts, Hotels, Online Advertising, Hospitality, Strategic Partnerships, Online Marketing, Forecasting, Marketing Strategy, Contract Negotiation, Management, Budgets, Mergers & Acquisitions
Education
University of California, Los Angeles 1998 — 2000
Master of Business Administration (MBA), Finance and Strategy
University of California, Berkeley 1989 — 1992
Bachelor's of Science, Finance and Accounting
Adam Speert Adam Speert's Merrill Lynch Experience March 2005 - March 2006
Job Regional Manager HCM Applications at Oracle
Industry Computer Software
Experience
Oracle May 2015 - Present
Oracle June 2013 - April 2015
Oracle June 2011 - May 2013
Oracle December 2008 - May 2011
ServiceSource August 2006 - November 2008
Merrill Lynch March 2005 - March 2006
Skills
SaaS, Solution Selling, Oracle Applications, Talent Acquisition, Sales, Talent Management, Account Management, Team Management, Strategic HR, Management, Business Process, Strategic Human..., Cloud Applications, Forecasting, Enterprise Software, Business Development, Cloud Computing, Lead Generation, Oracle, Cold Calling, Direct Sales, Sales Process, Sales Enablement, CRM, Strategic Partnerships, Business Analysis, Software Industry, Consulting, Business Intelligence, ERP, Sales Operations, Vendor Management, Social Recruiting, Customer Satisfaction, Onboarding, Organizational..., Performance Management, Taleo
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Santa Barbara 2000 — 2004
Bachelor's, Business Economics
Oracle May 2015 - Present
Oracle June 2013 - April 2015
Oracle June 2011 - May 2013
Oracle December 2008 - May 2011
ServiceSource August 2006 - November 2008
Merrill Lynch March 2005 - March 2006
Skills
SaaS, Solution Selling, Oracle Applications, Talent Acquisition, Sales, Talent Management, Account Management, Team Management, Strategic HR, Management, Business Process, Strategic Human..., Cloud Applications, Forecasting, Enterprise Software, Business Development, Cloud Computing, Lead Generation, Oracle, Cold Calling, Direct Sales, Sales Process, Sales Enablement, CRM, Strategic Partnerships, Business Analysis, Software Industry, Consulting, Business Intelligence, ERP, Sales Operations, Vendor Management, Social Recruiting, Customer Satisfaction, Onboarding, Organizational..., Performance Management, Taleo
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Santa Barbara 2000 — 2004
Bachelor's, Business Economics
Sarah Ouyang's Merrill Lynch Experience June 2014 - August 2014
Job Financial Advisory Intern at Merrill Lynch
Industry
Experience
Young Entrepreneurs at Haas September 2013 - Present
Educational Technology Services: Workstation and Microcomputer Facilities Berkeley, CA December 2013 - Present
Aeon December 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Educational Technology Services: Workstation and Microcomputer Facilities April 2013 - December 2013
Fanlala, Inc. June 2012 - December 2012
Country Heights Holdings Berhad May 2012 - June 2012
Skills
Social Media Marketing, Marketing, Adobe Creative Suite, Project Planning, Market Research, Social Media
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
Ed. W. Clark High School 2007 — 2011
Finance, General, GPA: 3.8
Young Entrepreneurs at Haas September 2013 - Present
Educational Technology Services: Workstation and Microcomputer Facilities Berkeley, CA December 2013 - Present
Aeon December 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Educational Technology Services: Workstation and Microcomputer Facilities April 2013 - December 2013
Fanlala, Inc. June 2012 - December 2012
Country Heights Holdings Berhad May 2012 - June 2012
Skills
Social Media Marketing, Marketing, Adobe Creative Suite, Project Planning, Market Research, Social Media
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
Ed. W. Clark High School 2007 — 2011
Finance, General, GPA: 3.8
Andrew Krowne's Merrill Lynch Experience June 2005 - August 2005
Job Venture Capital Professional
Industry Venture Capital & Private Equity
Experience
Dolby Family Ventures July 2014 - Present
Levensohn Venture Partners July 2014 - Present
Rimrock Capital Management June 2013 - August 2013
Lawndale Capital Management September 2012 - December 2012
RBS Markets & International Banking April 2012 - May 2012
RBS Global Banking & Markets April 2009 - March 2012
Barclays Capital April 2007 - January 2009
Ernst & Young August 2006 - March 2007
Merrill Lynch June 2005 - August 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Hedge Funds, Derivatives, Investments, Options, Finance, Financial Services, Market Risk, Equity Derivatives, Valuation, Debt, Deal Origination, Capital Structure, Venture Capital, Venture Financing, Start-up Ventures
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.9/4.0 (with high honors)
University of Virginia 2002 — 2006
BS, Commerce: Double Concentration in Finance & Accounting
Grear Neck South High 1998 — 2002
High School, Finance
Dolby Family Ventures July 2014 - Present
Levensohn Venture Partners July 2014 - Present
Rimrock Capital Management June 2013 - August 2013
Lawndale Capital Management September 2012 - December 2012
RBS Markets & International Banking April 2012 - May 2012
RBS Global Banking & Markets April 2009 - March 2012
Barclays Capital April 2007 - January 2009
Ernst & Young August 2006 - March 2007
Merrill Lynch June 2005 - August 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Hedge Funds, Derivatives, Investments, Options, Finance, Financial Services, Market Risk, Equity Derivatives, Valuation, Debt, Deal Origination, Capital Structure, Venture Capital, Venture Financing, Start-up Ventures
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.9/4.0 (with high honors)
University of Virginia 2002 — 2006
BS, Commerce: Double Concentration in Finance & Accounting
Grear Neck South High 1998 — 2002
High School, Finance
Ash Ibrahim Ash Ibrahim's Merrill Lynch Experience January 1990 - January 1991
Job Broker/Owner/Realtor
Industry Real Estate
Experience
Epiphany Realty August 2004 - Present
Axia Home Loans June 2014 - June 2015
Banc of California June 2013 - June 2014
Sunset Coast Capital, Inc 2004 - 2009
Amerihome Mortgage and Realty 1996 - 2004
Wells Fargo Bank January 1993 - January 1996
Citizens Thrift and Loan January 1991 - January 1993
Merrill Lynch January 1990 - January 1991
Skills
Investment Properties, Real Estate, Loans, Investors, Investments, Residential Homes, Referrals, Mortgage Banking, REO, Commercial Real Estate, Refinance, Loan Origination, Sales, First Time Home Buyers, Finance, Short Sales, Foreclosures, Real Estate Financing, FHA, Mortgage Lending, Reverse Mortgages, Condos, Residential Mortgages, Real Estate Transactions, FHA financing, Buyers, Relocation, Sellers, Commercial Mortgages, Real Property, Funding, Commercial Lending, VA loans, HUD, Portfolio Management, USDA, Single Family Homes, Move Up Buyers, New Home Sales, Small Business, Credit, Government Loans, Listings, Underwriting, Mortgage Underwriting, Buyer Representation, Management, Real Estate Economics, Strategic Planning, Negotiation
Education
UC Berkeley 1986 — 1990
BA, Urban Economics and Regional Planning
Epiphany Realty August 2004 - Present
Axia Home Loans June 2014 - June 2015
Banc of California June 2013 - June 2014
Sunset Coast Capital, Inc 2004 - 2009
Amerihome Mortgage and Realty 1996 - 2004
Wells Fargo Bank January 1993 - January 1996
Citizens Thrift and Loan January 1991 - January 1993
Merrill Lynch January 1990 - January 1991
Skills
Investment Properties, Real Estate, Loans, Investors, Investments, Residential Homes, Referrals, Mortgage Banking, REO, Commercial Real Estate, Refinance, Loan Origination, Sales, First Time Home Buyers, Finance, Short Sales, Foreclosures, Real Estate Financing, FHA, Mortgage Lending, Reverse Mortgages, Condos, Residential Mortgages, Real Estate Transactions, FHA financing, Buyers, Relocation, Sellers, Commercial Mortgages, Real Property, Funding, Commercial Lending, VA loans, HUD, Portfolio Management, USDA, Single Family Homes, Move Up Buyers, New Home Sales, Small Business, Credit, Government Loans, Listings, Underwriting, Mortgage Underwriting, Buyer Representation, Management, Real Estate Economics, Strategic Planning, Negotiation
Education
UC Berkeley 1986 — 1990
BA, Urban Economics and Regional Planning
James Park James Park's Merrill Lynch Experience July 2001 - November 2001
Job Sr. Director, Strategy & Corporate Development at Western Digital Corp.
Industry Computer Hardware
Experience
Western Digital Corp. January 2010 - Present
CTA Capital Partners/CentreTrust Advisors August 2009 - December 2009
John Laing Homes July 2006 - January 2009
JMP Securities February 2002 - February 2006
Merrill Lynch July 2001 - November 2001
Skills
Financial Modeling, Company Valuation, Investment Valuation, Presentations, Project Management, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Land Acquisition, Strategic Communications, Financial Analysis, Investment Banking, Valuation, Cross-functional Team..., Corporate Finance, M, Divestitures, Strategic Planning, Business Planning, Corporate Development
Education
UC Berkeley 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Western Digital Corp. January 2010 - Present
CTA Capital Partners/CentreTrust Advisors August 2009 - December 2009
John Laing Homes July 2006 - January 2009
JMP Securities February 2002 - February 2006
Merrill Lynch July 2001 - November 2001
Skills
Financial Modeling, Company Valuation, Investment Valuation, Presentations, Project Management, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Land Acquisition, Strategic Communications, Financial Analysis, Investment Banking, Valuation, Cross-functional Team..., Corporate Finance, M, Divestitures, Strategic Planning, Business Planning, Corporate Development
Education
UC Berkeley 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Tortolani Chris Tortolani's Merrill Lynch Experience June 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
System Technical Support Corporation May 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Los Angeles Superior Court June 2011 - August 2011
The Jet Propulsion Laboratory of NASA January 2009 - January 2009
Skills
Data Analysis, Personal Budgeting, Spreadsheets, Pricing Analysis, Return on Investment..., Microsoft Office, Writing, Economics, Microsoft Excel, Financial Analysis
Education
University of California, Berkeley 2008 — 2011
Economics
System Technical Support Corporation May 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Los Angeles Superior Court June 2011 - August 2011
The Jet Propulsion Laboratory of NASA January 2009 - January 2009
Skills
Data Analysis, Personal Budgeting, Spreadsheets, Pricing Analysis, Return on Investment..., Microsoft Office, Writing, Economics, Microsoft Excel, Financial Analysis
Education
University of California, Berkeley 2008 — 2011
Economics
Mo Jomaa's Merrill Lynch Experience May 2013 - August 2013
Job Student at University of California, Berkeley Walter A. Haas School of Business
Industry Financial Services
Experience
GGV Capital September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Morgan Stanley June 2015 - August 2015
Apple May 2014 - August 2014
Bridge Street Advisors January 2014 - May 2014
FMV Opinions, Inc. August 2013 - December 2013
TechCrunch August 2013 - November 2013
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, PowerPoint, Wealth Management, Microsoft Office, Communication, Customer Service, Asset Allocation, Microsoft Word, Research, Financial Advisory, Public Speaking, Community Outreach, Marketing Strategy, Portfolio Management, Valuation, Business Valuation, Financial Modeling, Financial Forecasting, Mobile Technology, FileMaker, Financial Analysis, Supply Chain, Logistics, Corporate Finance, Finance, Investment Banking, Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
Troy High School 2008 — 2012
International Baccalaureate Diploma
GGV Capital September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Morgan Stanley June 2015 - August 2015
Apple May 2014 - August 2014
Bridge Street Advisors January 2014 - May 2014
FMV Opinions, Inc. August 2013 - December 2013
TechCrunch August 2013 - November 2013
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, PowerPoint, Wealth Management, Microsoft Office, Communication, Customer Service, Asset Allocation, Microsoft Word, Research, Financial Advisory, Public Speaking, Community Outreach, Marketing Strategy, Portfolio Management, Valuation, Business Valuation, Financial Modeling, Financial Forecasting, Mobile Technology, FileMaker, Financial Analysis, Supply Chain, Logistics, Corporate Finance, Finance, Investment Banking, Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
Troy High School 2008 — 2012
International Baccalaureate Diploma
Arielle Minji Kim Arielle Minji Kim's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Oak Coast Properties
Industry Financial Services
Experience
Oak Coast Properties January 2015 - Present
Ocean Park Advisors April 2012 - November 2014
Cappello Capital Corp. April 2011 - March 2012
University of California, Berkeley December 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Capital IQ, Leadership, Banking, Risk Management, Financial Advisory, Competitive Analysis, SAS, Financial Services, Leveraged Finance, Emerging Markets
Education
University of California, Berkeley 2007 — 2010
BA, Economics
Hendrick Hudson High School 2005 — 2007
High School
Woodbridge High School 2004 — 2005
Neosho High School 2003 — 2004
Oak Coast Properties January 2015 - Present
Ocean Park Advisors April 2012 - November 2014
Cappello Capital Corp. April 2011 - March 2012
University of California, Berkeley December 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Capital IQ, Leadership, Banking, Risk Management, Financial Advisory, Competitive Analysis, SAS, Financial Services, Leveraged Finance, Emerging Markets
Education
University of California, Berkeley 2007 — 2010
BA, Economics
Hendrick Hudson High School 2005 — 2007
High School
Woodbridge High School 2004 — 2005
Neosho High School 2003 — 2004
Jingxi Gao Jingxi Gao's Merrill Lynch Experience June 2008 - June 2008
Job VP at DFG Energy Company LLC
Industry Oil & Energy
Experience
DFG Energy Company LLC September 2014 - Present
DFG Energy Company LLC May 2013 - Present
Bank of China May 2010 - July 2010
Merrill Lynch June 2008 - June 2008
Skills
Data Analysis, Leadership
Education
University of California, Berkeley 2009 — 2014
Bachelor of Engineering (B.E.), Mechanical Engineering, Senior
Huijia
DFG Energy Company LLC September 2014 - Present
DFG Energy Company LLC May 2013 - Present
Bank of China May 2010 - July 2010
Merrill Lynch June 2008 - June 2008
Skills
Data Analysis, Leadership
Education
University of California, Berkeley 2009 — 2014
Bachelor of Engineering (B.E.), Mechanical Engineering, Senior
Huijia
Lizzie Liu Lizzie Liu's Merrill Lynch Experience June 2014 - November 2014
Job Environmental Economics
Industry Apparel & Fashion
Experience
Levi Strauss & Co. February 2015 - Present
Merrill Lynch June 2014 - November 2014
Intel Corporation May 2013 - June 2013
Orient Securities co. ltd May 2012 - August 2012
Skills
Research, Microsoft Office, Social Networking, Public Relations, Microsoft Excel, Matlab, Event Planning, Social Media, Data Analysis, Market Research, Relationship Marketing, Leadership, Social Media Marketing, Presentations, Public Speaking, Teamwork, Fundraising, NOVA, Outlook, Excel Pivot, SAP, Strategic Sourcing, PLM Tools, Purchase Orders, SQL, Visual Basic, Excel Models, Macro, SharePoint, Tableau
Education
University of California, Berkeley 2011 — 2014
Bachelor of Science (BS), Environmental Economics and Policy
Levi Strauss & Co. February 2015 - Present
Merrill Lynch June 2014 - November 2014
Intel Corporation May 2013 - June 2013
Orient Securities co. ltd May 2012 - August 2012
Skills
Research, Microsoft Office, Social Networking, Public Relations, Microsoft Excel, Matlab, Event Planning, Social Media, Data Analysis, Market Research, Relationship Marketing, Leadership, Social Media Marketing, Presentations, Public Speaking, Teamwork, Fundraising, NOVA, Outlook, Excel Pivot, SAP, Strategic Sourcing, PLM Tools, Purchase Orders, SQL, Visual Basic, Excel Models, Macro, SharePoint, Tableau
Education
University of California, Berkeley 2011 — 2014
Bachelor of Science (BS), Environmental Economics and Policy
Prentice Parr Jr.'s Merrill Lynch Experience June 2015 - Present
Job PMD Program at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
BET (BET Networks, a subsidiary of Viacom Inc.) April 2014 - August 2014
Skills
Real Estate, Website Development, Web Design, Entrepreneurship, Start-ups, Social Networking
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Arts, Public Health
Merrill Lynch June 2015 - Present
BET (BET Networks, a subsidiary of Viacom Inc.) April 2014 - August 2014
Skills
Real Estate, Website Development, Web Design, Entrepreneurship, Start-ups, Social Networking
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Arts, Public Health
Donny Chu's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Self-employed February 2004 - July 2011
Ciena July 2002 - September 2003
ONI Systems February 2000 - June 2002
Cirrus Logic January 1998 - January 2000
Price Waterhouse LLP September 1995 - January 1998
Skills
Retirement, Asset Allocation, Investments, Wealth Management
Education
UC Berkeley 1990 — 1994
Business Administration, Finance and Accounting
Merrill Lynch August 2011 - Present
Self-employed February 2004 - July 2011
Ciena July 2002 - September 2003
ONI Systems February 2000 - June 2002
Cirrus Logic January 1998 - January 2000
Price Waterhouse LLP September 1995 - January 1998
Skills
Retirement, Asset Allocation, Investments, Wealth Management
Education
UC Berkeley 1990 — 1994
Business Administration, Finance and Accounting
Matthew Palamountain Matthew Palamountain's Merrill Lynch Experience August 1997 - March 2000
Job CFO/Business Development at Klinche
Industry Venture Capital & Private Equity
Experience
Klinche, Inc. October 2014 - Present
ACRE Education - Non-Profit May 2013 - October 2014
HSBC Global Banking and Markets January 2010 - 2013
Banc of America Securities March 2005 - March 2009
Citigroup March 2000 - March 2005
Merrill Lynch August 1997 - March 2000
Goldman Sachs January 1994 - September 1996
Skills
Fixed Income, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Financial Modeling, Management, Investments, Alternative Investments, Securities, High Yield, Bonds, Investment Management, Business Strategy, Series 7, Credit, Emerging Markets, Portfolio Management, Private Equity, REIT, Asset Management, Series 63, Impact Investing, Equities, Financial Advisory, Valuation, Credit Derivatives, Mergers, Tax-advantaged..., Global Investment..., Argus Modeling, Investment Strategies, Bloomberg, Options, Trading, Derivatives, Structured Finance, Financial Structuring, Venture Capital, Financial Services, Asset Allocation, Equity Research, Financial Markets, IPO, Distressed Debt, Distressed M&A, Charter Schools, Non-profit..., SAP Implementation
Education
University of Cambridge 1995 — 1997
MBA, International Finance
University of California, Berkeley 1988 — 1993
BA
Klinche, Inc. October 2014 - Present
ACRE Education - Non-Profit May 2013 - October 2014
HSBC Global Banking and Markets January 2010 - 2013
Banc of America Securities March 2005 - March 2009
Citigroup March 2000 - March 2005
Merrill Lynch August 1997 - March 2000
Goldman Sachs January 1994 - September 1996
Skills
Fixed Income, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Financial Modeling, Management, Investments, Alternative Investments, Securities, High Yield, Bonds, Investment Management, Business Strategy, Series 7, Credit, Emerging Markets, Portfolio Management, Private Equity, REIT, Asset Management, Series 63, Impact Investing, Equities, Financial Advisory, Valuation, Credit Derivatives, Mergers, Tax-advantaged..., Global Investment..., Argus Modeling, Investment Strategies, Bloomberg, Options, Trading, Derivatives, Structured Finance, Financial Structuring, Venture Capital, Financial Services, Asset Allocation, Equity Research, Financial Markets, IPO, Distressed Debt, Distressed M&A, Charter Schools, Non-profit..., SAP Implementation
Education
University of Cambridge 1995 — 1997
MBA, International Finance
University of California, Berkeley 1988 — 1993
BA
Vishal Rawal Vishal Rawal's Merrill Lynch Experience December 2005 - July 2007
Job Accounting Professional
Industry Accounting
Experience
American Publishing Inc 2009 - 2010
Merrill Lynch December 2005 - July 2007
Skills
Financial Analysis, QuickBooks, PowerPoint
Education
UC Berkeley
American Publishing Inc 2009 - 2010
Merrill Lynch December 2005 - July 2007
Skills
Financial Analysis, QuickBooks, PowerPoint
Education
UC Berkeley
Emily Hsiao's Merrill Lynch Experience July 2008 - March 2009
Job Senior Product Manager at Snapfish
Industry Internet
Experience
Snapfish by HP June 2012 - Present
Hewlett-Packard September 2010 - June 2012
Arma Partners March 2009 - September 2010
Merrill Lynch July 2008 - March 2009
PwC June 2007 - August 2007
Skills
Product Management, Product Development, Strategy, Mobile Devices, Executive Management, User Experience, User Experience Design, Analytics, Competitive Analysis, Market Research, Business Development, Corporate Development, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business
Business Administration, Economics
General Assembly
User Experience Design
Snapfish by HP June 2012 - Present
Hewlett-Packard September 2010 - June 2012
Arma Partners March 2009 - September 2010
Merrill Lynch July 2008 - March 2009
PwC June 2007 - August 2007
Skills
Product Management, Product Development, Strategy, Mobile Devices, Executive Management, User Experience, User Experience Design, Analytics, Competitive Analysis, Market Research, Business Development, Corporate Development, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business
Business Administration, Economics
General Assembly
User Experience Design
Chris Lin Chris Lin's Merrill Lynch Experience June 2008 - August 2008
Job Strategic Finance at Uber
Industry Venture Capital & Private Equity
Experience
Uber April 2015 - Present
Glenview Capital July 2014 - December 2014
Providence Equity Partners August 2012 - June 2014
Goldman Sachs January 2012 - July 2012
Goldman Sachs July 2010 - January 2012
Goldman Sachs June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, LBO, Financial Modeling, Valuation, DCF, Corporate Finance, Financial Analysis
Education
University of California, Berkeley 2006 — 2010
B.A., Economics, Operations Research and Management Science, Statistics
Monta Vista High School 2002 — 2006
Uber April 2015 - Present
Glenview Capital July 2014 - December 2014
Providence Equity Partners August 2012 - June 2014
Goldman Sachs January 2012 - July 2012
Goldman Sachs July 2010 - January 2012
Goldman Sachs June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, LBO, Financial Modeling, Valuation, DCF, Corporate Finance, Financial Analysis
Education
University of California, Berkeley 2006 — 2010
B.A., Economics, Operations Research and Management Science, Statistics
Monta Vista High School 2002 — 2006
Brett Bucher, CFP®, CIMA®, CRPC® Brett Bucher, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience September 1998 - October 2010
Job Principal at Bucher Wealth Advisors, San Mateo, CA
Industry Financial Services
Experience
Bucher Wealth Advisors October 2010 - Present
Merrill Lynch September 1998 - October 2010
Education
University of Colorado Boulder 1994 — 1998
BA, Economics
The Bishop's School 1988 — 1994
Bird Rock
Certified Financial Planner Board of Standards
Certified Financial Planner
University of California, Berkeley - Walter A. Haas School of Business
CIMA, Certified Investment Management Analyst
Bucher Wealth Advisors October 2010 - Present
Merrill Lynch September 1998 - October 2010
Education
University of Colorado Boulder 1994 — 1998
BA, Economics
The Bishop's School 1988 — 1994
Bird Rock
Certified Financial Planner Board of Standards
Certified Financial Planner
University of California, Berkeley - Walter A. Haas School of Business
CIMA, Certified Investment Management Analyst
Tom Kopas's Merrill Lynch Experience August 1993 - January 2002
Job Principal/Portfolio Manager at Pring Turner Capital Group
Industry Financial Services
Experience
Pring Turner Capital Group March 2002 - Present
Merrill Lynch August 1993 - January 2002
Skills
Portfolio Management, Investments, Mutual Funds, ETFs, Investment Strategies, Retirement Planning, Risk Management, Securities, Financial Markets, Finance, Hedge Funds, Asset Allocation, Equities, Wealth Management, Alternative Investments
Education
University of California, Berkeley 1973 — 1978
Bachelor of Architecture (B.Arch.)
Pring Turner Capital Group March 2002 - Present
Merrill Lynch August 1993 - January 2002
Skills
Portfolio Management, Investments, Mutual Funds, ETFs, Investment Strategies, Retirement Planning, Risk Management, Securities, Financial Markets, Finance, Hedge Funds, Asset Allocation, Equities, Wealth Management, Alternative Investments
Education
University of California, Berkeley 1973 — 1978
Bachelor of Architecture (B.Arch.)
Jill Citron's Merrill Lynch Experience March 2012 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - July 2013
Chase Investment Services, Inc March 2011 - March 2012
Randall S. Linde & Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. 2003 - 2008
Executive Counterparts 2001 - 2003
Skills
PowerPoint, Mutual Funds, Marketing Strategy, Finance, Securities, Wealth Management, Project Management, Business Development, IRAs, Series 7, Management, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Strategic Financial..., Singing, Asset Allocation, Series 63, Event Planning, Marketing, Investments, Asset Management, Estate Planning, Retirement
Education
University of California, Berkeley
BA
Merrill Lynch March 2012 - July 2013
Chase Investment Services, Inc March 2011 - March 2012
Randall S. Linde & Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. 2003 - 2008
Executive Counterparts 2001 - 2003
Skills
PowerPoint, Mutual Funds, Marketing Strategy, Finance, Securities, Wealth Management, Project Management, Business Development, IRAs, Series 7, Management, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Strategic Financial..., Singing, Asset Allocation, Series 63, Event Planning, Marketing, Investments, Asset Management, Estate Planning, Retirement
Education
University of California, Berkeley
BA
Sean Loughlin's Merrill Lynch Experience June 2013 - August 2013
Job Business Operations Intern
Industry Semiconductors
Experience
Cymer June 2015 - August 2015
Merrill Lynch June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Python, Problem Solving, Mathematics, Value Investing, Economics, Marketing, Portfolio Management, Investments, Leadership, Finance, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research
Education
UC Berkeley 2012 — 2016
Rancho Bernardo High School 2008 — 2012
Cymer June 2015 - August 2015
Merrill Lynch June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Python, Problem Solving, Mathematics, Value Investing, Economics, Marketing, Portfolio Management, Investments, Leadership, Finance, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research
Education
UC Berkeley 2012 — 2016
Rancho Bernardo High School 2008 — 2012
Patrick McGarthy Patrick McGarthy's Merrill Lynch Experience February 2008 - Present
Job VP Market Development Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Skills
Production Managment, PC building, Dell Computers, Computer Science, Internet Strategy
Education
University of California, Berkeley 2005 — 2019
bs, computer sci
Merrill Lynch February 2008 - Present
Skills
Production Managment, PC building, Dell Computers, Computer Science, Internet Strategy
Education
University of California, Berkeley 2005 — 2019
bs, computer sci
Autumn Anderson Autumn Anderson's Merrill Lynch Experience November 2014 - Present
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Education
University of Southern California Gould School of Law 2011 — 2014
Juris Doctor
University of California, Berkeley 2003 — 2007
Bachelor of Arts (BA)
Merrill Lynch November 2014 - Present
Education
University of Southern California Gould School of Law 2011 — 2014
Juris Doctor
University of California, Berkeley 2003 — 2007
Bachelor of Arts (BA)
Ming Fang Ming Fang's Merrill Lynch Experience 2008 - 2008
Job Healthcare Entrepreneurship and Investing
Industry Venture Capital & Private Equity
Experience
Propeller Health 2014 - 2015
Medivo 2014 - 2015
Good Start Genetics 2014 - 2015
Syapse Inc. 2014 - 2015
Safeguard 2013 - 2015
McKinsey & Company 2010 - 2013
Merrill Lynch 2008 - 2008
Gilead Sciences 2005 - 2007
ZS Associates 2003 - 2005
Skills
Entrepreneurship, Mergers & Acquisitions, Valuation, Due Diligence, Healthcare Information..., Biotechnology, Corporate Development, Commercialization, Management Consulting, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
UC-Berkeley 1999 — 2003
BA
Propeller Health 2014 - 2015
Medivo 2014 - 2015
Good Start Genetics 2014 - 2015
Syapse Inc. 2014 - 2015
Safeguard 2013 - 2015
McKinsey & Company 2010 - 2013
Merrill Lynch 2008 - 2008
Gilead Sciences 2005 - 2007
ZS Associates 2003 - 2005
Skills
Entrepreneurship, Mergers & Acquisitions, Valuation, Due Diligence, Healthcare Information..., Biotechnology, Corporate Development, Commercialization, Management Consulting, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
UC-Berkeley 1999 — 2003
BA
Apoorve Agarwal Apoorve Agarwal's Merrill Lynch Experience January 2013 - January 2013
Job Student at University of California, Berkeley
Industry
Experience
AMD June 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Merrill Lynch January 2013 - January 2013
Krypton consulting Inc.. May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Time Management, Leadership
Education
UC Berkeley 2012 — 2016
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
AMD June 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Merrill Lynch January 2013 - January 2013
Krypton consulting Inc.. May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Time Management, Leadership
Education
UC Berkeley 2012 — 2016
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
Evan Sawyer's Merrill Lynch Experience June 2011 - September 2011
Job CEO at Konzultgroup
Industry Financial Services
Experience
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Zhanhong Coco Shi Zhanhong Coco Shi's Merrill Lynch Experience June 2011 - October 2011
Job Senior Consultant Governance, Regulatory and Risk Strategies
Industry Financial Services
Experience
Deloitte September 2013 - Present
Morgan Stanley June 2012 - August 2012
Merrill Lynch June 2011 - October 2011
UCB Haas School of Business August 2010 - January 2011
China Construction Bank May 2010 - July 2010
Skills
Investments, Investment Banking, Equities, Research, Product Management, Credit, Portfolio Management, Investment Management, Management, Python, Spreadsheets, Financial Modeling, Basel III, SQL, Financial Analysis, Financial Accounting, PowerPoint, Regulatory Compliance, Risk Analysis, Regulatory Capital, Financial Regulation, R, Data Analysis
Education
University of California, Berkeley 2009 — 2013
Bachelor, Applied Mathematics
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor, Business Administration
Hangzhou Foreign Languages School
Deloitte September 2013 - Present
Morgan Stanley June 2012 - August 2012
Merrill Lynch June 2011 - October 2011
UCB Haas School of Business August 2010 - January 2011
China Construction Bank May 2010 - July 2010
Skills
Investments, Investment Banking, Equities, Research, Product Management, Credit, Portfolio Management, Investment Management, Management, Python, Spreadsheets, Financial Modeling, Basel III, SQL, Financial Analysis, Financial Accounting, PowerPoint, Regulatory Compliance, Risk Analysis, Regulatory Capital, Financial Regulation, R, Data Analysis
Education
University of California, Berkeley 2009 — 2013
Bachelor, Applied Mathematics
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor, Business Administration
Hangzhou Foreign Languages School
Robert Lin Robert Lin's Merrill Lynch Experience July 1997 - February 2002
Job President at Food Concepts International / Abuelo's
Industry Food & Beverages
Experience
Food Concepts International / Abuelo's August 2002 - Present
Merrill Lynch July 1997 - February 2002
Pillsbury Winthrop Shaw Pittman September 1985 - July 1997
Winthrop Stimson 1985 - 1997
Skills
Sales Management, Mergers, Marketing Strategy, Public Speaking, Hospitality, Management, Restaurants, Food & Beverage, New Business Development, Strategic Planning, Customer Service, Product Development, Acquisitions, Contract Negotiation, Capital Markets, Leadership, Food Service, Operations Management, Food, Negotiation, Microsoft Office, Strategic Partnerships, Restaurant Management, Budgets, Mergers & Acquisitions, Team Building
Education
University of California, Berkeley - School of Law 1982 — 1985
JD, Law
Yale University 1978 — 1982
BA, Political Science
Food Concepts International / Abuelo's August 2002 - Present
Merrill Lynch July 1997 - February 2002
Pillsbury Winthrop Shaw Pittman September 1985 - July 1997
Winthrop Stimson 1985 - 1997
Skills
Sales Management, Mergers, Marketing Strategy, Public Speaking, Hospitality, Management, Restaurants, Food & Beverage, New Business Development, Strategic Planning, Customer Service, Product Development, Acquisitions, Contract Negotiation, Capital Markets, Leadership, Food Service, Operations Management, Food, Negotiation, Microsoft Office, Strategic Partnerships, Restaurant Management, Budgets, Mergers & Acquisitions, Team Building
Education
University of California, Berkeley - School of Law 1982 — 1985
JD, Law
Yale University 1978 — 1982
BA, Political Science
Terri Persico Terri Persico's Merrill Lynch Experience February 1998 - April 2001
Job Founder/CEO at Veebit
Industry Information Technology and Services
Experience
Veebit October 2011 - Present
The Lettermore Group September 2004 - June 2011
Geneva Global January 2007 - May 2008
Citigroup Global Markets April 2001 - June 2004
Merrill Lynch February 1998 - April 2001
Euromonitor International September 1993 - January 1998
Skills
Social Entrepreneurship, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Non-profits, Start-ups, Philanthropy, Strategic Partnerships, Social Media, Business Planning, Venture Capital, Corporate Social..., Fundraising, Public Speaking, Program Management, Due Diligence, Analytics, Marketing, Strategic Planning, Nonprofits, Angel Investing, Corporate Development, Strategy, Executive Management, Online Marketing, Strategic Consulting, SaaS
Education
Johns Hopkins University, School of Advanced International Studies 1991 — 1993
MA, International Economics
University of California, Berkeley 1983 — 1987
BA, History
Veebit October 2011 - Present
The Lettermore Group September 2004 - June 2011
Geneva Global January 2007 - May 2008
Citigroup Global Markets April 2001 - June 2004
Merrill Lynch February 1998 - April 2001
Euromonitor International September 1993 - January 1998
Skills
Social Entrepreneurship, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Non-profits, Start-ups, Philanthropy, Strategic Partnerships, Social Media, Business Planning, Venture Capital, Corporate Social..., Fundraising, Public Speaking, Program Management, Due Diligence, Analytics, Marketing, Strategic Planning, Nonprofits, Angel Investing, Corporate Development, Strategy, Executive Management, Online Marketing, Strategic Consulting, SaaS
Education
Johns Hopkins University, School of Advanced International Studies 1991 — 1993
MA, International Economics
University of California, Berkeley 1983 — 1987
BA, History
Greg Hendren Greg Hendren's Merrill Lynch Experience January 1978 - December 2008
Job Managing Director Investments at HendrenMattern Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch January 1978 - December 2008
Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Fixed Income, Retirement, Financial Analysis, Management, Risk Management, Investment Strategies, Securities, Hedge Funds, Bonds, 401k, Financial Advisory, ETFs, IRAs, Fixed Annuities, Estate Investment...
Education
University of California, Berkeley 1968 — 1971
Bachelor of Arts (B.A.)
Loyola High School 1963 — 1967
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch January 1978 - December 2008
Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Fixed Income, Retirement, Financial Analysis, Management, Risk Management, Investment Strategies, Securities, Hedge Funds, Bonds, 401k, Financial Advisory, ETFs, IRAs, Fixed Annuities, Estate Investment...
Education
University of California, Berkeley 1968 — 1971
Bachelor of Arts (B.A.)
Loyola High School 1963 — 1967
Greg Corkett Greg Corkett's Merrill Lynch Experience 1994 - 1996
Job Consultant at Residential Mortgage Advisory
Industry Financial Services
Experience
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Joe Siau, MLO 582917 Joe Siau, MLO 582917's Merrill Lynch Experience 2007 - 2007
Job Mortgage Advisor
Industry Financial Services
Experience
Provident Bank Mortgage 2015 - Present
Merrill Lynch 2007 - 2007
Hewlett-Packard July 1998 - May 2001
Education
University of Southern California 1982 — 1986
BS, Industrial & Systems Engineering
University of Southern California 1982 — 1986
BS, Industrial Engineering
University of California, Berkeley
Business Management & Environmental Law
Provident Bank Mortgage 2015 - Present
Merrill Lynch 2007 - 2007
Hewlett-Packard July 1998 - May 2001
Education
University of Southern California 1982 — 1986
BS, Industrial & Systems Engineering
University of Southern California 1982 — 1986
BS, Industrial Engineering
University of California, Berkeley
Business Management & Environmental Law
Leigh Henderson Leigh Henderson's Merrill Lynch Experience 1997 - 2000
Job Your Career Is My Business!
Industry Professional Training & Coaching
Experience
Leadership Training Room, LLC September 2000 - Present
Zicklin School of Business, Baruch College August 2008 - May 2012
Jarvie Commonweal Service 1999 - 2009
Computer Generated Solutions 2000 - 2003
Merrill Lynch 1997 - 2000
Anasazi Travel Resources 1994 - 1996
Lazard Freres & Co. 1989 - 1994
Skills
Coaching, Public Speaking, Small Business, Leadership Development, Executive Coaching, Leadership, Training, Strategy, Career Development, Management, Teaching, Management Consulting, Program Management, Team Building, Non-profits, Organizational..., Change Management, Personal Development, Nonprofits, Blogging, Workshop Facilitation, Marketing, Staff Development, Time Management, Human Resources, Interviews, Program Development, Organizational..., Career Counseling
Education
Boston State College (now part of University of Massachusetts)
MA
University of California, Berkeley 1967 — 1971
BA
Leadership Training Room, LLC September 2000 - Present
Zicklin School of Business, Baruch College August 2008 - May 2012
Jarvie Commonweal Service 1999 - 2009
Computer Generated Solutions 2000 - 2003
Merrill Lynch 1997 - 2000
Anasazi Travel Resources 1994 - 1996
Lazard Freres & Co. 1989 - 1994
Skills
Coaching, Public Speaking, Small Business, Leadership Development, Executive Coaching, Leadership, Training, Strategy, Career Development, Management, Teaching, Management Consulting, Program Management, Team Building, Non-profits, Organizational..., Change Management, Personal Development, Nonprofits, Blogging, Workshop Facilitation, Marketing, Staff Development, Time Management, Human Resources, Interviews, Program Development, Organizational..., Career Counseling
Education
Boston State College (now part of University of Massachusetts)
MA
University of California, Berkeley 1967 — 1971
BA
Brent Jensen's Merrill Lynch Experience October 1996 - May 2007
Job stock broker at Scottrade
Industry Financial Services
Experience
Scottrade December 2007 - Present
Merrill Lynch October 1996 - May 2007
Pacific Exchange 1996 - 2007
Merrill Lynch February 1989 - May 2006
ABN-AMRO/Chicago Corp/Coast Options February 1989 - October 1996
Skills
Series 63, Options, Equities, Derivatives, Securities, Trading
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), computer science
Scottrade December 2007 - Present
Merrill Lynch October 1996 - May 2007
Pacific Exchange 1996 - 2007
Merrill Lynch February 1989 - May 2006
ABN-AMRO/Chicago Corp/Coast Options February 1989 - October 1996
Skills
Series 63, Options, Equities, Derivatives, Securities, Trading
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), computer science
Yuriy Timen's Merrill Lynch Experience June 2007 - January 2008
Job Growth Marketing | User Acquisition | Building Teams | Starter of Things For and Non Profit
Industry Internet
Experience
Grammarly January 2012 - Present
ConvertMe Media June 2011 - Present
Various Startups May 2012 - Present
eDatingInsider.com January 2011 - January 2012
Interactive Solutions Inc. (dba DriversEd.com) June 2010 - January 2012
LeadQual, LLC December 2008 - May 2010
Blue Horizon Equity January 2008 - December 2008
Merrill Lynch June 2007 - January 2008
The Shemano Group 2004 - 2005
Skills
SEO, SEM, Search Advertising, Organic Search, Affiliate Marketing, Social Media Marketing, Web Analytics, Landing Page..., Data Analysis, Google Adwords, MSN AdCenter, PPC, Affiliate Management, Mobile Search, Pay For Performance, A/B testing, Multivariate Testing, Online Marketing, Online Advertising, Google Analytics, Business Plan..., Business Plan Evaluation, Financial Analysis, Social Media, Link Building, SMO, E-commerce, Analytics, Digital Marketing, Lead Generation, Marketing Strategy, Conversion Optimization, Competitive Analysis, Keyword Research, Online Lead Generation, Digital Strategy, Online Branding, Direct Marketing, Google Webmaster Tools, Business Strategy, Facebook, Market Research, Customer Acquisition, Email Marketing, Customer Retention, Microsoft Excel, Atlassian JIRA, Display Advertising, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
B.S., Business Administration, Magna Cum Laude
University of California, Berkeley 2003 — 2007
B.A., Economics, Magna Cum Laude
Woodside International High School 1999 — 2003
Diploma
Grammarly January 2012 - Present
ConvertMe Media June 2011 - Present
Various Startups May 2012 - Present
eDatingInsider.com January 2011 - January 2012
Interactive Solutions Inc. (dba DriversEd.com) June 2010 - January 2012
LeadQual, LLC December 2008 - May 2010
Blue Horizon Equity January 2008 - December 2008
Merrill Lynch June 2007 - January 2008
The Shemano Group 2004 - 2005
Skills
SEO, SEM, Search Advertising, Organic Search, Affiliate Marketing, Social Media Marketing, Web Analytics, Landing Page..., Data Analysis, Google Adwords, MSN AdCenter, PPC, Affiliate Management, Mobile Search, Pay For Performance, A/B testing, Multivariate Testing, Online Marketing, Online Advertising, Google Analytics, Business Plan..., Business Plan Evaluation, Financial Analysis, Social Media, Link Building, SMO, E-commerce, Analytics, Digital Marketing, Lead Generation, Marketing Strategy, Conversion Optimization, Competitive Analysis, Keyword Research, Online Lead Generation, Digital Strategy, Online Branding, Direct Marketing, Google Webmaster Tools, Business Strategy, Facebook, Market Research, Customer Acquisition, Email Marketing, Customer Retention, Microsoft Excel, Atlassian JIRA, Display Advertising, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
B.S., Business Administration, Magna Cum Laude
University of California, Berkeley 2003 — 2007
B.A., Economics, Magna Cum Laude
Woodside International High School 1999 — 2003
Diploma
Seth Yu Seth Yu's Merrill Lynch Experience February 2012 - June 2012
Job Business Analyst at Infosys Consulting
Industry Management Consulting
Experience
Infosys Consulting, Inc. 2013 - Present
Willis Cheng & Co. CPA June 2012 - September 2012
Merrill Lynch February 2012 - June 2012
Hang Seng Bank 2009 - 2010
Skills
Financial Modeling, Financial Analysis, Finance, Management Consulting, Corporate Finance, Accounting, PowerPoint, Valuation, Microsoft Office, Due Diligence, Analysis, Portfolio Management, Data Analysis, Microsoft Excel, Financial Accounting, Stata, Business Intelligence, Business Transformation, Organizational..., Supply Chain Management, Trending, Revenue Analysis, Toad, Manufacturing, Telematics, Product Development, Product Launch, Design Thinking, Agile Project Management
Education
UC Berkeley 2011 — 2013
BA with honors, Economics
Infosys Consulting, Inc. 2013 - Present
Willis Cheng & Co. CPA June 2012 - September 2012
Merrill Lynch February 2012 - June 2012
Hang Seng Bank 2009 - 2010
Skills
Financial Modeling, Financial Analysis, Finance, Management Consulting, Corporate Finance, Accounting, PowerPoint, Valuation, Microsoft Office, Due Diligence, Analysis, Portfolio Management, Data Analysis, Microsoft Excel, Financial Accounting, Stata, Business Intelligence, Business Transformation, Organizational..., Supply Chain Management, Trending, Revenue Analysis, Toad, Manufacturing, Telematics, Product Development, Product Launch, Design Thinking, Agile Project Management
Education
UC Berkeley 2011 — 2013
BA with honors, Economics
Dori Macabales Dori Macabales's Merrill Lynch Experience July 2011 - August 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC August 2014 - Present
PwC August 2012 - Present
Merrill Lynch July 2011 - August 2011
techUK June 2010 - August 2010
Kidron Corporate Advisors June 2009 - August 2009
Skills
Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Java, Microsoft Word, Data Analysis, Investment Banking, Valuation, Management Consulting, Financial Services, Equities, Portfolio Management, Business Strategy
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
Centennial High School 2004 — 2008
High School
PwC July 2015 - Present
PwC August 2014 - Present
PwC August 2012 - Present
Merrill Lynch July 2011 - August 2011
techUK June 2010 - August 2010
Kidron Corporate Advisors June 2009 - August 2009
Skills
Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Java, Microsoft Word, Data Analysis, Investment Banking, Valuation, Management Consulting, Financial Services, Equities, Portfolio Management, Business Strategy
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
Centennial High School 2004 — 2008
High School
Trisha Jeffries's Merrill Lynch Experience June 2010 - August 2010
Job Analyst, Merrill Lynch Venture Services Group
Industry Financial Services
Experience
BofA Merrill Lynch 2011 - Present
Merrill Lynch June 2010 - August 2010
J.R.J Sales Co May 2009 - July 2009
Watt Companies May 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
BofA Merrill Lynch 2011 - Present
Merrill Lynch June 2010 - August 2010
J.R.J Sales Co May 2009 - July 2009
Watt Companies May 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Farhad Moshir Farhad Moshir's Merrill Lynch Experience 1993 - 1995
Job Technology Company CFO
Industry Computer Software
Experience
Murdock Martell October 2013 - Present
World Energy Labs 2007 - 2009
Fortemedia 2005 - 2007
iValueHub 2000 - 2004
Merrill Lynch 1993 - 1995
Visa 1988 - 1992
KPMG Peat Marwick 1985 - 1988
Skills
Start-ups, Management, Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Competitive Analysis, SaaS, Entrepreneurship, Venture Capital, Executive Management, Strategic Partnerships, Corporate Development, Cross-functional Team...
Education
University of San Francisco 1980 — 1983
MBA, Finance and Accounting
University of California, Berkeley 1975 — 1979
BS, Civil Engineering
Murdock Martell October 2013 - Present
World Energy Labs 2007 - 2009
Fortemedia 2005 - 2007
iValueHub 2000 - 2004
Merrill Lynch 1993 - 1995
Visa 1988 - 1992
KPMG Peat Marwick 1985 - 1988
Skills
Start-ups, Management, Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Competitive Analysis, SaaS, Entrepreneurship, Venture Capital, Executive Management, Strategic Partnerships, Corporate Development, Cross-functional Team...
Education
University of San Francisco 1980 — 1983
MBA, Finance and Accounting
University of California, Berkeley 1975 — 1979
BS, Civil Engineering
Nuria Iturrios Nuria Iturrios's Merrill Lynch Experience May 2012 - August 2012
Job Global Account Analyst at LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
LinkedIn May 2015 - Present
LinkedIn September 2014 - April 2015
Oracle June 2013 - September 2014
UC Berkeley September 2012 - May 2013
Kappa Kappa Gamma August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Agencia de Proyectos Baja May 2011 - August 2011
Otay Mesa Chamber of Commerce January 2011 - May 2011
Skills
Sales, Research, Social Media, Finance, Project Management, Customer Service, Economics, Team Leadership, Analysis, Sales Process, Strategy, Event Management, Econometrics, Stata, Bloomberg, Ballet, Cold Calling, Microsoft Office, Oracle CRM, Social Networking, Management, CRM, Leadership, Public Speaking
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
Southwestern College 2009 — 2011
Economics
LinkedIn July 2015 - Present
LinkedIn May 2015 - Present
LinkedIn September 2014 - April 2015
Oracle June 2013 - September 2014
UC Berkeley September 2012 - May 2013
Kappa Kappa Gamma August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Agencia de Proyectos Baja May 2011 - August 2011
Otay Mesa Chamber of Commerce January 2011 - May 2011
Skills
Sales, Research, Social Media, Finance, Project Management, Customer Service, Economics, Team Leadership, Analysis, Sales Process, Strategy, Event Management, Econometrics, Stata, Bloomberg, Ballet, Cold Calling, Microsoft Office, Oracle CRM, Social Networking, Management, CRM, Leadership, Public Speaking
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
Southwestern College 2009 — 2011
Economics
Bill Sappington Bill Sappington's Merrill Lynch Experience 1987 - 2005
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
Helen Chu, CFA, CFP® Helen Chu, CFA, CFP®'s Merrill Lynch Experience May 2009 - July 2009
Job Associate Advisor at LourdMurray
Industry Financial Services
Experience
LourdMurray August 2015 - Present
Signature Estate and Investment Advisors, LLC September 2009 - August 2015
Merrill Lynch May 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Education
University of California, Berkeley 2004 — 2008
BA, Environmental Economics and Policy
LourdMurray August 2015 - Present
Signature Estate and Investment Advisors, LLC September 2009 - August 2015
Merrill Lynch May 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Education
University of California, Berkeley 2004 — 2008
BA, Environmental Economics and Policy
Lisa Wu Lisa Wu's Merrill Lynch Experience July 2005 - August 2006
Job Venture Capital at Norwest Venture Partners
Industry Venture Capital & Private Equity
Experience
Jet.com February 2015 - Present
StellaService January 2013 - Present
Norwest Venture Partners July 2012 - Present
Amazon.com May 2011 - August 2011
Comcast Ventures November 2010 - May 2011
Bessemer Venture Partners September 2007 - May 2010
BANZAI! Fresh September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Skills
Venture Capital, Corporate Development, Start-ups, Entrepreneurship
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management, Marketing
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
BA, Psychology
Jet.com February 2015 - Present
StellaService January 2013 - Present
Norwest Venture Partners July 2012 - Present
Amazon.com May 2011 - August 2011
Comcast Ventures November 2010 - May 2011
Bessemer Venture Partners September 2007 - May 2010
BANZAI! Fresh September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Skills
Venture Capital, Corporate Development, Start-ups, Entrepreneurship
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management, Marketing
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
BA, Psychology
Tifanie Ip Tifanie Ip's Merrill Lynch Experience January 2014 - January 2014
Job Summer Analyst at Passport Capital
Industry Financial Services
Experience
Passport Capital May 2015 - August 2015
LinkedIn Creative Marketing Group (Management Consulting) December 2014 - May 2015
Evernote Creative Marketing Group (Management Consulting) August 2014 - December 2014
Abbott May 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Market Analysis, Teaching, Public Speaking, PowerPoint, Social Media, Data Analysis, Tutoring, Event Planning, SAP, Salesforce Training, Leadership, Market Research
Education
University of California, Berkeley 2013 — 2017
Leigh High School 2009 — 2013
Passport Capital May 2015 - August 2015
LinkedIn Creative Marketing Group (Management Consulting) December 2014 - May 2015
Evernote Creative Marketing Group (Management Consulting) August 2014 - December 2014
Abbott May 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Market Analysis, Teaching, Public Speaking, PowerPoint, Social Media, Data Analysis, Tutoring, Event Planning, SAP, Salesforce Training, Leadership, Market Research
Education
University of California, Berkeley 2013 — 2017
Leigh High School 2009 — 2013
Laura Beauchesne Laura Beauchesne's Merrill Lynch Experience 1992 - 2009
Job Corporate Attorney
Industry Financial Services
Experience
Bank of America 2009 - 2015
Merrill Lynch 1992 - 2009
The Walt Disney Internet Group 1998 - 2001
General Cellular Corporation (now Alltel) 1988 - 1992
Computerland Corporation 1983 - 1988
Skills
Securities Regulation, Mergers, Software Licensing, Intellectual Property, Mergers & Acquisitions, Corporate Law, Capital Markets, Risk Management, Complex commercial..., Legal Writing, E-commerce, Securities, Alternative Investments, Derivatives, Business Development, Due Diligence, Outsourcing, Management, Operational Risk, AML, Negotiation, Financial Markets, Financial Regulation, Private Equity, Asset Management, Structured Finance, Corporate Governance, Structured Products, Financial Services, Joint Ventures, Corporate Finance, FINRA, Litigation Management, Prime Brokerage, Licensing
Education
University of California, Berkeley - School of Law 1977 — 1980
JD, Law
University of California, Santa Cruz 1972 — 1976
Bachelor’s Degree
Bank of America 2009 - 2015
Merrill Lynch 1992 - 2009
The Walt Disney Internet Group 1998 - 2001
General Cellular Corporation (now Alltel) 1988 - 1992
Computerland Corporation 1983 - 1988
Skills
Securities Regulation, Mergers, Software Licensing, Intellectual Property, Mergers & Acquisitions, Corporate Law, Capital Markets, Risk Management, Complex commercial..., Legal Writing, E-commerce, Securities, Alternative Investments, Derivatives, Business Development, Due Diligence, Outsourcing, Management, Operational Risk, AML, Negotiation, Financial Markets, Financial Regulation, Private Equity, Asset Management, Structured Finance, Corporate Governance, Structured Products, Financial Services, Joint Ventures, Corporate Finance, FINRA, Litigation Management, Prime Brokerage, Licensing
Education
University of California, Berkeley - School of Law 1977 — 1980
JD, Law
University of California, Santa Cruz 1972 — 1976
Bachelor’s Degree
Jen Enos Jen Enos's Merrill Lynch Experience May 1991 - May 1994
Job President at BE Youth Sports Foundation
Industry Philanthropy
Experience
BE Youth Sports Foundation February 2013 - Present
Self-employed September 2004 - Present
Merrill Lynch May 1991 - May 1994
Skills
Customer Service, Leadership, Strategic Planning, Event Planning, Research, Team Building, Nonprofits, Community Outreach
Education
University of California, Berkeley 1987 — 1991
Bachelor of Arts (B.A.), Economics
BE Youth Sports Foundation February 2013 - Present
Self-employed September 2004 - Present
Merrill Lynch May 1991 - May 1994
Skills
Customer Service, Leadership, Strategic Planning, Event Planning, Research, Team Building, Nonprofits, Community Outreach
Education
University of California, Berkeley 1987 — 1991
Bachelor of Arts (B.A.), Economics
Shaun Khan Shaun Khan's Merrill Lynch Experience January 2011 - January 2012
Job FD Productions
Industry Internet
Experience
FD1.com January 2010 - Present
Merrill Lynch January 2011 - January 2012
Skills
Finance, Asset Management, Financial Reporting, Analysis, Budgets, Aerial Photography, Aerial Cinematography, Video Production, Digital Imaging, Digital Media, Digital Photography, Film Production, Feature Films, Video Editing, Film Editing
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of California, Berkeley, Haas School of Business 2000 — 2003
Bachelor of Science (B.S.), Accounting and Finance
FD1.com January 2010 - Present
Merrill Lynch January 2011 - January 2012
Skills
Finance, Asset Management, Financial Reporting, Analysis, Budgets, Aerial Photography, Aerial Cinematography, Video Production, Digital Imaging, Digital Media, Digital Photography, Film Production, Feature Films, Video Editing, Film Editing
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of California, Berkeley, Haas School of Business 2000 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Cynthia Huang Cynthia Huang's Merrill Lynch Experience June 2014 - August 2014
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Pi Sigma Epsilon, Zeta Chi Chapter, Inc. March 2013 - Present
J.P. Morgan June 2015 - August 2015
Capital Investments at Berkeley September 2014 - May 2015
AT&T February 2015 - April 2015
UC Berkeley Fung Institute for Engineering Leadership July 2013 - February 2015
Merrill Lynch June 2014 - August 2014
CalTV January 2013 - May 2014
Macy's February 2014 - April 2014
Healthy Beginnings 501(c) April 2011 - April 2014
DAAI TV December 2013 - January 2014
Skills
HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, iMovie, iPhoto, Editing, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Leadership, Marketing, Public Speaking, Final Cut Pro
Education
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Saratoga High School 2008 — 2012
Pi Sigma Epsilon, Zeta Chi Chapter, Inc. March 2013 - Present
J.P. Morgan June 2015 - August 2015
Capital Investments at Berkeley September 2014 - May 2015
AT&T February 2015 - April 2015
UC Berkeley Fung Institute for Engineering Leadership July 2013 - February 2015
Merrill Lynch June 2014 - August 2014
CalTV January 2013 - May 2014
Macy's February 2014 - April 2014
Healthy Beginnings 501(c) April 2011 - April 2014
DAAI TV December 2013 - January 2014
Skills
HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, iMovie, iPhoto, Editing, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Leadership, Marketing, Public Speaking, Final Cut Pro
Education
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Saratoga High School 2008 — 2012
Clare Kim Clare Kim's Merrill Lynch Experience May 2014 - August 2014
Job Sales and Trading Summer Analyst at Deutsche Bank
Industry Financial Services
Experience
Pi Beta Phi Fraternity January 2015 - Present
Berkeley Finance Club February 2014 - Present
Deutsche Bank June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Skills
Social Networking, Investment Banking, Leadership, Management, Sales, Valuation, Teamwork, Close Attention to..., Organization, Public Speaking, Social Skills, Microsoft Office, PowerPoint, Event Planning
Education
University of California, Berkeley 2013 — 2017
Bachelor of Science (BS), Haas School of Business, Business Administration
Chaminade College Preparatory 2009 — 2013
Pi Beta Phi Fraternity January 2015 - Present
Berkeley Finance Club February 2014 - Present
Deutsche Bank June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Skills
Social Networking, Investment Banking, Leadership, Management, Sales, Valuation, Teamwork, Close Attention to..., Organization, Public Speaking, Social Skills, Microsoft Office, PowerPoint, Event Planning
Education
University of California, Berkeley 2013 — 2017
Bachelor of Science (BS), Haas School of Business, Business Administration
Chaminade College Preparatory 2009 — 2013
Heather McCormick Heather McCormick's Merrill Lynch Experience 1992 - 1993
Job Managing Partner, Credo Law Partners
Industry Law Practice
Experience
Credo LLP 2005 - Present
Pasadena Angels 2005 - Present
Platinum Equity 2002 - 2005
Cooley LLP 1998 - 2002
Prudential Securities 1993 - 1994
Merrill Lynch 1992 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Entrepreneurship, Corporate Governance, Intellectual Property, Corporate Law, Angel Investing, Securities Regulation, Emerging Markets, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA
University of California, Berkeley - School of Law 1994 — 1998
JD
University of Pennsylvania 1988 — 1992
BA
Moline High School
Credo LLP 2005 - Present
Pasadena Angels 2005 - Present
Platinum Equity 2002 - 2005
Cooley LLP 1998 - 2002
Prudential Securities 1993 - 1994
Merrill Lynch 1992 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Entrepreneurship, Corporate Governance, Intellectual Property, Corporate Law, Angel Investing, Securities Regulation, Emerging Markets, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA
University of California, Berkeley - School of Law 1994 — 1998
JD
University of Pennsylvania 1988 — 1992
BA
Moline High School
Jared Dublin Jared Dublin's Merrill Lynch Experience June 2010 - September 2011
Job Startup Guy at Google
Industry Information Technology and Services
Experience
Google April 2015 - Present
Founders Network March 2013 - Present
SoftLayer, and IBM Company September 2013 - April 2015
Startup Spotlight November 2014 - December 2014
Managing Madrid March 2012 - December 2014
BlurtAbout December 2011 - November 2013
Bleacher Report June 2011 - September 2012
Merrill Lynch June 2010 - September 2011
Skills
Start-ups, Business Development, Entrepreneurship, Product Management, Social Media, Social Media Marketing, Strategy, Management, Social Networking, Sports, Strategic Partnerships, Podcasting, Business Relationship..., User Experience, Strategic Planning, Blogging, Team Building, Cloud Computing, IaaS, PaaS
Education
UC Berkeley 2010 — 2013
Google April 2015 - Present
Founders Network March 2013 - Present
SoftLayer, and IBM Company September 2013 - April 2015
Startup Spotlight November 2014 - December 2014
Managing Madrid March 2012 - December 2014
BlurtAbout December 2011 - November 2013
Bleacher Report June 2011 - September 2012
Merrill Lynch June 2010 - September 2011
Skills
Start-ups, Business Development, Entrepreneurship, Product Management, Social Media, Social Media Marketing, Strategy, Management, Social Networking, Sports, Strategic Partnerships, Podcasting, Business Relationship..., User Experience, Strategic Planning, Blogging, Team Building, Cloud Computing, IaaS, PaaS
Education
UC Berkeley 2010 — 2013
Jayde Ying Yip, CPA's Merrill Lynch Experience June 2008 - August 2008
Job Manager at Partner Fund Management
Industry Financial Services
Experience
Partner Fund Management January 2013 - Present
Partner Fund Management October 2011 - Present
Rothstein Kass November 2009 - October 2011
UC Berkeley Business Office September 2007 - June 2009
UC Berkeley International House Accounting Department September 2006 - June 2009
Merrill Lynch June 2008 - August 2008
Fireman’s Fund Insurance Company December 2007 - December 2007
Skills
Hedge Funds, Investments, Audit, Economics, Accounts Payable, Real Estate Development, Real Estate, Banking, Investment Banking, Auditing, Financial Modeling, Due Diligence, Portfolio Management, Accounting, Valuation, Analysis, Finance, Financial Reporting, Financial Analysis, Internal Controls, Management, Microsoft Excel, Tax, Financial Services, Internal Audit
Education
University of California, Berkeley 2005 — 2009
B.A., Statistics
University of California, Berkeley 2005 — 2009
B.A. (Honors), Economics, GPA - 3.91
Partner Fund Management January 2013 - Present
Partner Fund Management October 2011 - Present
Rothstein Kass November 2009 - October 2011
UC Berkeley Business Office September 2007 - June 2009
UC Berkeley International House Accounting Department September 2006 - June 2009
Merrill Lynch June 2008 - August 2008
Fireman’s Fund Insurance Company December 2007 - December 2007
Skills
Hedge Funds, Investments, Audit, Economics, Accounts Payable, Real Estate Development, Real Estate, Banking, Investment Banking, Auditing, Financial Modeling, Due Diligence, Portfolio Management, Accounting, Valuation, Analysis, Finance, Financial Reporting, Financial Analysis, Internal Controls, Management, Microsoft Excel, Tax, Financial Services, Internal Audit
Education
University of California, Berkeley 2005 — 2009
B.A., Statistics
University of California, Berkeley 2005 — 2009
B.A. (Honors), Economics, GPA - 3.91
Michele Chung Michele Chung's Merrill Lynch Experience August 1995 - April 1997
Job Manager, Fusion Compensation Product Management at Oracle
Industry Computer Software
Experience
Oracle September 2013 - Present
Oracle February 2002 - September 2013
Taos June 2000 - January 2002
Taos May 1997 - June 2000
Silicon Valley Bank January 1999 - June 1999
Merrill Lynch August 1995 - April 1997
Franklin Templeton 1994 - 1995
Skills
Deferred Compensation, Human Resources, Personnel Management, SaaS, Enterprise Software, Payroll, Product Management, Management, Oracle, ERP, Compensation & Benefit, Compensation & Benefits, Oracle Applications, Cloud Computing, Solution Architecture, Software Project..., Integration
Education
University of California, Berkeley 1990 — 1994
Oracle September 2013 - Present
Oracle February 2002 - September 2013
Taos June 2000 - January 2002
Taos May 1997 - June 2000
Silicon Valley Bank January 1999 - June 1999
Merrill Lynch August 1995 - April 1997
Franklin Templeton 1994 - 1995
Skills
Deferred Compensation, Human Resources, Personnel Management, SaaS, Enterprise Software, Payroll, Product Management, Management, Oracle, ERP, Compensation & Benefit, Compensation & Benefits, Oracle Applications, Cloud Computing, Solution Architecture, Software Project..., Integration
Education
University of California, Berkeley 1990 — 1994
Claire Lei Claire Lei's Merrill Lynch Experience June 2014 - August 2014
Job Private Wealth Management Intern at Merrill Lynch
Industry
Experience
Merrill Lynch June 2014 - August 2014
The Urban Smith April 2014 - August 2014
Skills
Marketing, Graphic Design, Event Planning, Market Research, Data Analysis, Leadership, Entrepreneurship
Education
University of California, Berkeley 2013 — 2017
University of California, Berkeley 2013 — 2017
Economics
Merrill Lynch June 2014 - August 2014
The Urban Smith April 2014 - August 2014
Skills
Marketing, Graphic Design, Event Planning, Market Research, Data Analysis, Leadership, Entrepreneurship
Education
University of California, Berkeley 2013 — 2017
University of California, Berkeley 2013 — 2017
Economics
Glen Zhou's Merrill Lynch Experience May 2014 - August 2014
Job Business Development Intern at Kabam
Industry Marketing and Advertising
Experience
Smash at Berkeley August 2014 - Present
Kabam June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
ABA Business Organization May 2013 - November 2013
Pixlee June 2013 - August 2013
ABA Business Organization February 2013 - April 2013
Environment California December 2012 - January 2013
Premier Home and Finance December 2012 - January 2013
Skills
Strategic Partnerships, Microsoft Excel, Marketing, Public Speaking, Facebook, Fundraising, Event Planning, Microsoft Word, Microsoft Office, Research, PowerPoint, Networking, Budgets, Business Innovation, Social Media, Leadership, Social Networking, Data Analysis, Customer Service
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration
Smash at Berkeley August 2014 - Present
Kabam June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
ABA Business Organization May 2013 - November 2013
Pixlee June 2013 - August 2013
ABA Business Organization February 2013 - April 2013
Environment California December 2012 - January 2013
Premier Home and Finance December 2012 - January 2013
Skills
Strategic Partnerships, Microsoft Excel, Marketing, Public Speaking, Facebook, Fundraising, Event Planning, Microsoft Word, Microsoft Office, Research, PowerPoint, Networking, Budgets, Business Innovation, Social Media, Leadership, Social Networking, Data Analysis, Customer Service
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration
Ben Chon's Merrill Lynch Experience May 2012 - July 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Alpha Kappa Psi February 2012 - May 2015
Deloitte May 2014 - August 2014
Social Sector Solutions January 2014 - May 2014
Andreessen Horowitz June 2013 - December 2013
Cisco Systems February 2013 - May 2013
Centaur Partners October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Consulting, Leadership, Public Speaking, Market Research, Team-oriented, Business Strategy, Creative Writing, Analysis, Entrepreneurship, Program Management, Team Leadership, Mergers & Acquisitions, Venture Capital, Start-ups, Analytics, Due Diligence, Business Development, Management Consulting
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Major in Business Administration Minor in Creative Writing
J.P. Morgan June 2015 - Present
Alpha Kappa Psi February 2012 - May 2015
Deloitte May 2014 - August 2014
Social Sector Solutions January 2014 - May 2014
Andreessen Horowitz June 2013 - December 2013
Cisco Systems February 2013 - May 2013
Centaur Partners October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Consulting, Leadership, Public Speaking, Market Research, Team-oriented, Business Strategy, Creative Writing, Analysis, Entrepreneurship, Program Management, Team Leadership, Mergers & Acquisitions, Venture Capital, Start-ups, Analytics, Due Diligence, Business Development, Management Consulting
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Major in Business Administration Minor in Creative Writing
Britt Doyle Britt Doyle's Merrill Lynch Experience June 1994 - April 1997
Job Founder at Edgewood Impact
Industry Management Consulting
Experience
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
Mitchell Quon Mitchell Quon's Merrill Lynch Experience May 2014 - September 2014
Job Marketing Operations Analyst Intern at Cisco
Industry Management Consulting
Experience
Cisco May 2015 - Present
Cal Alumni Student Association April 2015 - Present
Berkeley Phi Beta Lambda May 2015 - Present
Cal Alumni Student Association May 2014 - May 2015
PwC March 2015 - March 2015
TubeMogul, Inc. January 2015 - January 2015
UC Berkeley May 2014 - December 2014
Merrill Lynch May 2014 - September 2014
LifeScience PLUS, Inc June 2013 - July 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Python, Data Analysis, Marketing, Java, Public Speaking, Market Research, Product Marketing, Microsoft Word, Google Analytics, Competitive Analysis, Market Analysis, Market Sizing, Digital Marketing, SQL, Business Strategy, Business Development, Project Management, Corporate Social..., Marketo, WebEx, Jive
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor of Science (B.S.), Business Administration
UC Berkeley 2013 — 2017
Bachelor of Arts (B.A.), Economics, Minor in Industrial Engineering and Operations Research
Cisco May 2015 - Present
Cal Alumni Student Association April 2015 - Present
Berkeley Phi Beta Lambda May 2015 - Present
Cal Alumni Student Association May 2014 - May 2015
PwC March 2015 - March 2015
TubeMogul, Inc. January 2015 - January 2015
UC Berkeley May 2014 - December 2014
Merrill Lynch May 2014 - September 2014
LifeScience PLUS, Inc June 2013 - July 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Python, Data Analysis, Marketing, Java, Public Speaking, Market Research, Product Marketing, Microsoft Word, Google Analytics, Competitive Analysis, Market Analysis, Market Sizing, Digital Marketing, SQL, Business Strategy, Business Development, Project Management, Corporate Social..., Marketo, WebEx, Jive
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor of Science (B.S.), Business Administration
UC Berkeley 2013 — 2017
Bachelor of Arts (B.A.), Economics, Minor in Industrial Engineering and Operations Research
Ian McAulay Ian McAulay's Merrill Lynch Experience January 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Parker University February 2015 - May 2015
The Dallas Entrepreneur Center September 2014 - January 2015
American Red Cross February 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, VBA, Salesforce.com..., Salesforce.com, Salesforce Training, SPSS, Mutual Funds
Education
University of California, Berkeley 2015 — 2019
Bachelor’s Degree, Applied Mathematics
Center for Advanced Studies at Wheeler High School 2011 — 2014
Merrill Lynch January 2015 - Present
Parker University February 2015 - May 2015
The Dallas Entrepreneur Center September 2014 - January 2015
American Red Cross February 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, VBA, Salesforce.com..., Salesforce.com, Salesforce Training, SPSS, Mutual Funds
Education
University of California, Berkeley 2015 — 2019
Bachelor’s Degree, Applied Mathematics
Center for Advanced Studies at Wheeler High School 2011 — 2014
Sandra Del Toro Sandra Del Toro's Merrill Lynch Experience September 1997 - February 2000
Job HR Manager at Motif Investing, Inc.
Industry Financial Services
Experience
Motif Investing, Inc. June 2014 - Present
Motif Investing December 2010 - June 2014
UBS Private Wealth Management October 2008 - March 2010
Citi Smith Barney February 2000 - October 2008
Merrill Lynch September 1997 - February 2000
Skills
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial..., Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63
Education
University of California, Berkeley
BA, Political Science
Motif Investing, Inc. June 2014 - Present
Motif Investing December 2010 - June 2014
UBS Private Wealth Management October 2008 - March 2010
Citi Smith Barney February 2000 - October 2008
Merrill Lynch September 1997 - February 2000
Skills
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial..., Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63
Education
University of California, Berkeley
BA, Political Science
Alkey Pandya Alkey Pandya's Merrill Lynch Experience June 2009 - August 2009
Job Senior Research Analyst at Iconiq Capital
Industry Financial Services
Experience
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2012 - February 2015
Tilden Capital Partners August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Achievement Trust Advisory June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Industry Research, Valuation, Microsoft Excel, R, Economics, SQL, Venture Capital
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2012 - February 2015
Tilden Capital Partners August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Achievement Trust Advisory June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Industry Research, Valuation, Microsoft Excel, R, Economics, SQL, Venture Capital
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
Gloria Zhu's Merrill Lynch Experience September 2009 - January 2010
Job Operations at LendUp
Industry Internet
Experience
LendUp November 2014 - Present
MyTime January 2014 - October 2014
Nutmeg May 2012 - August 2012
BlackRock June 2011 - September 2011
Fisher Investments June 2011 - August 2011
Merrill Lynch September 2009 - January 2010
Skills
Project Management, Data Analysis, Start-ups, Strategic Planning, Strategy, Business Development, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Salesforce.com, Customer Insight, Adobe Creative Suite, Proposal Writing, SEO, Brand Ambassadorship, Market Research, Recruiting, Film Production, Film Editing, Fundraising, Sales, Social Networking, Social Media Marketing, Vendor Management, Sales Operations, Cloud Storage, Product Marketing, Qualitative Research, Training, Product Management, Social Media
Education
University of California, Berkeley 2010 — 2013
Bachelor's degree
Castro Valley High 2005 — 2009
LendUp November 2014 - Present
MyTime January 2014 - October 2014
Nutmeg May 2012 - August 2012
BlackRock June 2011 - September 2011
Fisher Investments June 2011 - August 2011
Merrill Lynch September 2009 - January 2010
Skills
Project Management, Data Analysis, Start-ups, Strategic Planning, Strategy, Business Development, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Salesforce.com, Customer Insight, Adobe Creative Suite, Proposal Writing, SEO, Brand Ambassadorship, Market Research, Recruiting, Film Production, Film Editing, Fundraising, Sales, Social Networking, Social Media Marketing, Vendor Management, Sales Operations, Cloud Storage, Product Marketing, Qualitative Research, Training, Product Management, Social Media
Education
University of California, Berkeley 2010 — 2013
Bachelor's degree
Castro Valley High 2005 — 2009
Sarah Luo Sarah Luo's Merrill Lynch Experience September 2011 - May 2012
Job Business Development at Wish
Industry Marketing and Advertising
Experience
Wish - Shopping made fun! March 2013 - Present
Global China Connection January 2013 - March 2014
Allied-THA April 2012 - May 2013
UCB IABC December 2011 - May 2012
Merrill Lynch September 2011 - May 2012
Nike May 2011 - May 2012
Big City Chefs June 2011 - August 2011
Skills
PowerPoint, Mandarin, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Microsoft Word, Photoshop, Outlook, Social Media Marketing, Public Relations, Event Management, Marketing Communications, Editing, Market Research, Management, Marketing Strategy, Marketing, Sales, Financial Analysis, Salesforce.com, Social Networking, Facebook, Advertising
Education
University of California, Berkeley 2010 — 2014
Bachelors, Media Studies + Legal Studies
연세대학교 / Yonsei University 2012 — 2012
Bachelor of Arts (B.A.), International Law, US Foreign Policy, Korean Language, Junior
Wish - Shopping made fun! March 2013 - Present
Global China Connection January 2013 - March 2014
Allied-THA April 2012 - May 2013
UCB IABC December 2011 - May 2012
Merrill Lynch September 2011 - May 2012
Nike May 2011 - May 2012
Big City Chefs June 2011 - August 2011
Skills
PowerPoint, Mandarin, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Microsoft Word, Photoshop, Outlook, Social Media Marketing, Public Relations, Event Management, Marketing Communications, Editing, Market Research, Management, Marketing Strategy, Marketing, Sales, Financial Analysis, Salesforce.com, Social Networking, Facebook, Advertising
Education
University of California, Berkeley 2010 — 2014
Bachelors, Media Studies + Legal Studies
연세대학교 / Yonsei University 2012 — 2012
Bachelor of Arts (B.A.), International Law, US Foreign Policy, Korean Language, Junior
Alan Li Alan Li's Merrill Lynch Experience May 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Political Organization
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs May 2013 - August 2013
Berkeley Consulting September 2011 - May 2013
Google May 2012 - August 2012
Anheuser-Busch InBev July 2011 - October 2011
Merrill Lynch May 2011 - August 2011
Associated Students of the University of California October 2010 - April 2011
Skills
Management Consulting, Valuation, Finance, Leadership, Investment Banking, Investments, Product Management, Consulting, Financial Services, Strategic Consulting, Economics, Market Research, Financial Modeling, Strategy, Entrepreneurship
Education
University of California, Berkeley 2010 — 2014
Bachelors, Business Administration
Mission Hills High School
GED
Goldman Sachs June 2014 - Present
Goldman Sachs May 2013 - August 2013
Berkeley Consulting September 2011 - May 2013
Google May 2012 - August 2012
Anheuser-Busch InBev July 2011 - October 2011
Merrill Lynch May 2011 - August 2011
Associated Students of the University of California October 2010 - April 2011
Skills
Management Consulting, Valuation, Finance, Leadership, Investment Banking, Investments, Product Management, Consulting, Financial Services, Strategic Consulting, Economics, Market Research, Financial Modeling, Strategy, Entrepreneurship
Education
University of California, Berkeley 2010 — 2014
Bachelors, Business Administration
Mission Hills High School
GED
Dustin (Sheng) Chien's Merrill Lynch Experience October 2012 - December 2012
Job Investment Banking Summer Analyst at Takenaka Partners LLC
Industry Financial Services
Experience
Takenaka Partners LLC June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
Yuanta Financial Holdings June 2011 - August 2011
Koamex General Wholesale, Inc. June 2010 - August 2010
Law Office of Doo & Chong January 2010 - June 2010
Skills
Corporate Finance, Valuation, Wealth Management..., Private Banking, Investment Banking, Stata, Market Research, Analysis, Social Networking, Leadership, Outlook, Project Management, Strategic Planning, Accounting
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Takenaka Partners LLC June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
Yuanta Financial Holdings June 2011 - August 2011
Koamex General Wholesale, Inc. June 2010 - August 2010
Law Office of Doo & Chong January 2010 - June 2010
Skills
Corporate Finance, Valuation, Wealth Management..., Private Banking, Investment Banking, Stata, Market Research, Analysis, Social Networking, Leadership, Outlook, Project Management, Strategic Planning, Accounting
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Kent Van Donge Kent Van Donge's Merrill Lynch Experience May 2012 - August 2012
Job University of California, Berkeley
Industry Financial Services
Experience
WMD Asset Management, LLC June 2014 - Present
Berkeley College Republicans September 2012 - Present
Mission Canine June 2007 - Present
Associated Students of the University of California August 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Pizza Mizza June 2008 - August 2011
Skills
Microsoft Excel, Visual Basic, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Word, LaTeX, Customer Service, Microsoft Visio, Microsoft Access
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics
WMD Asset Management, LLC June 2014 - Present
Berkeley College Republicans September 2012 - Present
Mission Canine June 2007 - Present
Associated Students of the University of California August 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Pizza Mizza June 2008 - August 2011
Skills
Microsoft Excel, Visual Basic, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Word, LaTeX, Customer Service, Microsoft Visio, Microsoft Access
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics
Lenna Poulatian Lenna Poulatian's Merrill Lynch Experience June 2003 - August 2003
Job Assistant Development Director
Industry Nonprofit Organization Management
Experience
Saban Community Clinic August 2012 - Present
Focus on Children Now, Inc. November 2006 - Present
Saban Community Clinic October 2009 - July 2012
Saban Community Clinic September 2007 - September 2009
Knock Out Productions, Inc. March 2006 - June 2007
Amy Levy Public Relations May 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Cal Annual Fund February 2002 - June 2003
Skills
Community Outreach, Fundraising, Program Development, Volunteer Management, Event Planning, Grant Writing, Public Relations, Media Relations, Newsletters, Public Speaking, Press Releases, Event Management, Editing, Social Media, Strategic Planning, Social Media Marketing, Research, Marketing Communications, Marketing
Education
UC Berkeley 2001 — 2004
Bachelor of Arts (BA), Majors: Mass Communications and English
Saban Community Clinic August 2012 - Present
Focus on Children Now, Inc. November 2006 - Present
Saban Community Clinic October 2009 - July 2012
Saban Community Clinic September 2007 - September 2009
Knock Out Productions, Inc. March 2006 - June 2007
Amy Levy Public Relations May 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Cal Annual Fund February 2002 - June 2003
Skills
Community Outreach, Fundraising, Program Development, Volunteer Management, Event Planning, Grant Writing, Public Relations, Media Relations, Newsletters, Public Speaking, Press Releases, Event Management, Editing, Social Media, Strategic Planning, Social Media Marketing, Research, Marketing Communications, Marketing
Education
UC Berkeley 2001 — 2004
Bachelor of Arts (BA), Majors: Mass Communications and English
Radhika Chandrasekhar Radhika Chandrasekhar's Merrill Lynch Experience June 2008 - August 2008
Job Associate Implementation Consultant at Box
Industry Information Technology and Services
Experience
Box Consulting April 2015 - Present
Triage Consulting Group June 2013 - April 2015
Triage Consulting Group August 2011 - May 2013
ImagiCal (American Advertising Federation) @ UC Berkeley September 2010 - May 2011
Abbott Diagnostics May 2010 - August 2010
MicroCapital.Org September 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Skills
Access, Management, Team Leadership, Project Management, Process Improvement, Strategy, Financial Analysis, Data Analysis, Manage Client..., Microsoft Excel, Pivot Tables, Research, Reporting & Analysis, Communication Skills, Training, Mentoring New Hires, Youth Mentoring, Marketing, Analysis, Leadership, PowerPoint, Public Speaking, Consulting
Education
University of California - Walter A. Haas School of Business 2009 — 2011
B.S. Business Administration, Business Administration
University of California, Berkeley 2007 — 2011
BA Economics, Economics
Box Consulting April 2015 - Present
Triage Consulting Group June 2013 - April 2015
Triage Consulting Group August 2011 - May 2013
ImagiCal (American Advertising Federation) @ UC Berkeley September 2010 - May 2011
Abbott Diagnostics May 2010 - August 2010
MicroCapital.Org September 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Skills
Access, Management, Team Leadership, Project Management, Process Improvement, Strategy, Financial Analysis, Data Analysis, Manage Client..., Microsoft Excel, Pivot Tables, Research, Reporting & Analysis, Communication Skills, Training, Mentoring New Hires, Youth Mentoring, Marketing, Analysis, Leadership, PowerPoint, Public Speaking, Consulting
Education
University of California - Walter A. Haas School of Business 2009 — 2011
B.S. Business Administration, Business Administration
University of California, Berkeley 2007 — 2011
BA Economics, Economics
Justin Lee Justin Lee's Merrill Lynch Experience July 2013 - August 2014
Job Finance at Quantcast
Industry Financial Services
Experience
Quantcast September 2014 - Present
Merrill Lynch July 2013 - August 2014
Code Advisors June 2012 - August 2012
Munch On Me November 2010 - March 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Skills
Business Development, Microsoft Excel, Social Media, PowerPoint, Investment Banking, Microsoft Office, Data Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Haas School of Business, UC Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Junior
University of California, Berkeley 2009 — 2013
Quantcast September 2014 - Present
Merrill Lynch July 2013 - August 2014
Code Advisors June 2012 - August 2012
Munch On Me November 2010 - March 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Skills
Business Development, Microsoft Excel, Social Media, PowerPoint, Investment Banking, Microsoft Office, Data Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Haas School of Business, UC Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Junior
University of California, Berkeley 2009 — 2013
Morgan Kyauk's Merrill Lynch Experience 2007 - 2009
Job
Industry Venture Capital & Private Equity
Experience
FireEye 2013 - Present
Juniper Networks 2010 - 2013
Hewlett-Packard 2009 - 2010
Merrill Lynch 2007 - 2009
Industry Ventures 2007 - 2007
Skills
Corporate Development, Financial Modeling, Mergers, Venture Capital, Valuation, Private Equity, M&A experience, Due Diligence, Corporate Finance, Financial Analysis, Investment Banking, Start-ups, Product Management, Competitive Analysis, Business Strategy, Investments, Strategic Partnerships, Strategy, Go-to-market Strategy, SaaS, Mergers & Acquisitions, Business Development, Business Alliances, Executive Management, Acquisition Integration, Analytics, Enterprise Software, Cloud Computing, Product Marketing
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
B.S.
FireEye 2013 - Present
Juniper Networks 2010 - 2013
Hewlett-Packard 2009 - 2010
Merrill Lynch 2007 - 2009
Industry Ventures 2007 - 2007
Skills
Corporate Development, Financial Modeling, Mergers, Venture Capital, Valuation, Private Equity, M&A experience, Due Diligence, Corporate Finance, Financial Analysis, Investment Banking, Start-ups, Product Management, Competitive Analysis, Business Strategy, Investments, Strategic Partnerships, Strategy, Go-to-market Strategy, SaaS, Mergers & Acquisitions, Business Development, Business Alliances, Executive Management, Acquisition Integration, Analytics, Enterprise Software, Cloud Computing, Product Marketing
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
B.S.
Matthew W. Goldman Matthew W. Goldman's Merrill Lynch Experience 2006 - 2006
Job Principal at G2 Insurance Services
Industry Insurance
Experience
G2 Insurance Services January 2012 - Present
Lisa and Douglas Goldman Fund 2005 - Present
Stern Grove Festival Association September 2010 - Present
Center for Nonprofit and Public Leadership - Haas School of Business January 2011 - Present
Reboot May 2011 - Present
Impact Grants Initiative December 2010 - May 2011
The David Brower Center 2009 - 2009
The Green Belt Movement 2008 - 2008
Merrill Lynch 2006 - 2006
Wells Fargo 2003 - 2005
Skills
Insurance, Non-profits, Small Business, High Net Worth..., Real Estate, Hospitality, Employee Benefits
Education
UC Berkeley 2005 — 2010
BA, Philanthropy and Non-Profit Management
Urban School of San Francisco 2001 — 2005
Town School for Boys 1993 — 2001
G2 Insurance Services January 2012 - Present
Lisa and Douglas Goldman Fund 2005 - Present
Stern Grove Festival Association September 2010 - Present
Center for Nonprofit and Public Leadership - Haas School of Business January 2011 - Present
Reboot May 2011 - Present
Impact Grants Initiative December 2010 - May 2011
The David Brower Center 2009 - 2009
The Green Belt Movement 2008 - 2008
Merrill Lynch 2006 - 2006
Wells Fargo 2003 - 2005
Skills
Insurance, Non-profits, Small Business, High Net Worth..., Real Estate, Hospitality, Employee Benefits
Education
UC Berkeley 2005 — 2010
BA, Philanthropy and Non-Profit Management
Urban School of San Francisco 2001 — 2005
Town School for Boys 1993 — 2001
John Westerlund John Westerlund's Merrill Lynch Experience 2008 - 2009
Job Business Manager at EdTec
Industry Investment Management
Experience
EdTec November 2012 - Present
Clarity Wealth Advisors July 2011 - November 2012
Consilium Wealth Management January 2011 - July 2011
YCMNET Advisors 2009 - 2010
Merrill Lynch 2008 - 2009
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts,, Political Science
Dublin High School
EdTec November 2012 - Present
Clarity Wealth Advisors July 2011 - November 2012
Consilium Wealth Management January 2011 - July 2011
YCMNET Advisors 2009 - 2010
Merrill Lynch 2008 - 2009
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts,, Political Science
Dublin High School
Sean Whitfield Sean Whitfield's Merrill Lynch Experience May 2004 - November 2004
Job Real Estate Analyst at Washington Capital Management
Industry Investment Management
Experience
Washington Capital Management July 2013 - Present
Marcus & Millichap February 2013 - June 2013
Union Bank June 2012 - September 2012
Prudential Northwest Realty January 2012 - March 2012
Lend Lease August 2006 - June 2011
Orthodyne Electronics May 2006 - August 2006
Mignatti Companies May 2005 - August 2005
Merrill Lynch May 2004 - November 2004
Donahue Schriber May 2003 - August 2003
Skills
Real Estate, Contract Negotiation, Construction Management, Procurement, Real Estate Development, Market Research, Data Analysis, Risk Management, Microsoft Excel, Project Management, Real Estate Financing, Credit Analysis, Argus Modeling, Land Acquisition
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
Master of Business Administration, Finance, Real Estate
University of California, Berkeley 2002 — 2006
Electrical Engineering and Computer Science, Microelectronics
Newport Harbor High School 1998 — 2002
Harvard University 2001 — 2001
Washington Capital Management July 2013 - Present
Marcus & Millichap February 2013 - June 2013
Union Bank June 2012 - September 2012
Prudential Northwest Realty January 2012 - March 2012
Lend Lease August 2006 - June 2011
Orthodyne Electronics May 2006 - August 2006
Mignatti Companies May 2005 - August 2005
Merrill Lynch May 2004 - November 2004
Donahue Schriber May 2003 - August 2003
Skills
Real Estate, Contract Negotiation, Construction Management, Procurement, Real Estate Development, Market Research, Data Analysis, Risk Management, Microsoft Excel, Project Management, Real Estate Financing, Credit Analysis, Argus Modeling, Land Acquisition
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
Master of Business Administration, Finance, Real Estate
University of California, Berkeley 2002 — 2006
Electrical Engineering and Computer Science, Microelectronics
Newport Harbor High School 1998 — 2002
Harvard University 2001 — 2001
Anton Rusev Anton Rusev's Merrill Lynch Experience June 2008 - June 2009
Job Analyst at Barclays Capital
Industry Banking
Experience
Barclays Capital July 2011 - Present
De La Rosa & Co. September 2010 - January 2011
Prager, Sealy & Co., LLC June 2010 - August 2010
Merrill Lynch June 2008 - June 2009
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Barclays Capital July 2011 - Present
De La Rosa & Co. September 2010 - January 2011
Prager, Sealy & Co., LLC June 2010 - August 2010
Merrill Lynch June 2008 - June 2009
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Daphne Tai, CFA's Merrill Lynch Experience July 2009 - July 2010
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock December 2013 - Present
BlackRock July 2010 - December 2013
Merrill Lynch July 2009 - July 2010
Money Economics April 2009 - July 2009
Skills
Valuation, Data Analysis, Economics, Financial Risk, Microsoft Excel, Financial Analysis, Analytics, Finance, Wealth Management, Alternative Investments, Quantitative Finance, Competitive Analysis, Investments, Derivatives, Portfolio Management
Education
University of California, Berkeley 2008 — 2009
Economics
BlackRock December 2013 - Present
BlackRock July 2010 - December 2013
Merrill Lynch July 2009 - July 2010
Money Economics April 2009 - July 2009
Skills
Valuation, Data Analysis, Economics, Financial Risk, Microsoft Excel, Financial Analysis, Analytics, Finance, Wealth Management, Alternative Investments, Quantitative Finance, Competitive Analysis, Investments, Derivatives, Portfolio Management
Education
University of California, Berkeley 2008 — 2009
Economics
Justin(Hyuntae) Kim Justin(Hyuntae) Kim's Merrill Lynch Experience June 2012 - August 2012
Job Student at the University of California, Berkeley
Industry Investment Banking
Experience
AOL June 2015 - August 2015
Money Economics May 2014 - August 2014
Soccer Without Borders June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Mathematics, Interpersonal..., Analytical Skills, Teamwork, Critical Thinking, Time Management, Business, Economics, Quantitative Analytics, Statistics, Data Analysis, Volunteering, Social Skills, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics, Statistics, 3.81
Manhasset High School 2008 — 2012
3.7/3.9
AOL June 2015 - August 2015
Money Economics May 2014 - August 2014
Soccer Without Borders June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Mathematics, Interpersonal..., Analytical Skills, Teamwork, Critical Thinking, Time Management, Business, Economics, Quantitative Analytics, Statistics, Data Analysis, Volunteering, Social Skills, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics, Statistics, 3.81
Manhasset High School 2008 — 2012
3.7/3.9
Matthieu Labour's Merrill Lynch Experience February 2005 - January 2008
Job EVP Technology at RUN
Industry Telecommunications
Experience
RUN April 2015 - Present
ActionX September 2012 - April 2015
PEEK October 2010 - September 2012
Kikin, Inc. March 2009 - August 2010
Strateer Inc January 2008 - March 2009
Merrill Lynch February 2005 - January 2008
ABN AMRO March 2001 - January 2004
Reuters September 1999 - February 2001
Startup May 1996 - September 1999
Skills
Unix, Mobile Devices, Linux, MySQL, Cloud Computing, C++, Java, SQL, JavaScript, Trading, Python, Android, Telecommunications, Start-ups, Software Engineering, CRM, Git, Architectures
Education
University of California, Berkeley Extension 2001 — 2004
Certificate, Finance
ECAM Rennes 1990 — 1995
Master, Computer Science
RUN April 2015 - Present
ActionX September 2012 - April 2015
PEEK October 2010 - September 2012
Kikin, Inc. March 2009 - August 2010
Strateer Inc January 2008 - March 2009
Merrill Lynch February 2005 - January 2008
ABN AMRO March 2001 - January 2004
Reuters September 1999 - February 2001
Startup May 1996 - September 1999
Skills
Unix, Mobile Devices, Linux, MySQL, Cloud Computing, C++, Java, SQL, JavaScript, Trading, Python, Android, Telecommunications, Start-ups, Software Engineering, CRM, Git, Architectures
Education
University of California, Berkeley Extension 2001 — 2004
Certificate, Finance
ECAM Rennes 1990 — 1995
Master, Computer Science
Anna Yeonju Chang's Merrill Lynch Experience 1999 - 1999
Job Strategic Planning Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2000 - Present
PriceWaterhouseCoopers 1999 - 2000
Merrill Lynch 1999 - 1999
Skills
Strategic Planning, Analytical Skills, Critical Thinking, Data Analysis, Data Modeling, Data Visualization, Strategic Leadership, Project Management, Location Intelligence, Geospatial Intelligence, Budgets, Finance, Financial Analysis, Banking, Financial Modeling, Analytics, Microsoft Excel, Strategy, Business Analysis, Analysis
Education
University of California, Berkeley
BA
Wells Fargo Bank October 2000 - Present
PriceWaterhouseCoopers 1999 - 2000
Merrill Lynch 1999 - 1999
Skills
Strategic Planning, Analytical Skills, Critical Thinking, Data Analysis, Data Modeling, Data Visualization, Strategic Leadership, Project Management, Location Intelligence, Geospatial Intelligence, Budgets, Finance, Financial Analysis, Banking, Financial Modeling, Analytics, Microsoft Excel, Strategy, Business Analysis, Analysis
Education
University of California, Berkeley
BA
Salmaun Ahmad's Merrill Lynch Experience 2005 - 2008
Job Business Development, Operations, Finance
Industry Internet
Experience
Various 2014 - June 2015
Black Box, Inc. (Acquired by Menscience Androceuticals) 2011 - 2013
The Walt Disney Company 2008 - 2011
Merrill Lynch 2005 - 2008
Skills
Corporate Development, Financial Modeling, Venture Capital, Entrepreneurship, Analytics, Start-ups, Mergers, Product Management, Valuation, Financial Analysis, Strategy, Competitive Analysis, Digital Media, Investments, Business Strategy, Strategic Partnerships, Mobile Devices, E-commerce, Due Diligence, Mergers & Acquisitions, User Experience, Leadership, Investment Banking, Executive Management, Analysis, Business Development, Equity Research, LBO, Online Advertising, IPO, CRM
Education
University of California, Berkeley
Bachelors of Arts
Various 2014 - June 2015
Black Box, Inc. (Acquired by Menscience Androceuticals) 2011 - 2013
The Walt Disney Company 2008 - 2011
Merrill Lynch 2005 - 2008
Skills
Corporate Development, Financial Modeling, Venture Capital, Entrepreneurship, Analytics, Start-ups, Mergers, Product Management, Valuation, Financial Analysis, Strategy, Competitive Analysis, Digital Media, Investments, Business Strategy, Strategic Partnerships, Mobile Devices, E-commerce, Due Diligence, Mergers & Acquisitions, User Experience, Leadership, Investment Banking, Executive Management, Analysis, Business Development, Equity Research, LBO, Online Advertising, IPO, CRM
Education
University of California, Berkeley
Bachelors of Arts
Peter Rocca's Merrill Lynch Experience 1993 - 2003
Job Owner, Palisade Asset Management, LLC
Industry Investment Management
Experience
Palisade Asset Management, LLC 2004 - Present
Crosswater Investment Advisors, Inc. August 2003 - December 2004
Merrill Lynch 1993 - 2003
Mizuno Sports, USA 1983 - 1993
Skills
Investments, Investment Management, Asset Management, Wealth Management, Portfolio Management, Business Development, Asset Allocation, Equities, Fixed Income, Marketing, Strategic Planning, High Net Worth..., Multi-family Investments, Small Business, ESOP, Business Planning, Sales Management, Coaching
Education
University of Massachusetts, Amherst 1982 — 1983
Master of Science, Sports Management & Theory
University of California, Berkeley 1975 — 1979
BA, Exercise Science/Physiology
Palisade Asset Management, LLC 2004 - Present
Crosswater Investment Advisors, Inc. August 2003 - December 2004
Merrill Lynch 1993 - 2003
Mizuno Sports, USA 1983 - 1993
Skills
Investments, Investment Management, Asset Management, Wealth Management, Portfolio Management, Business Development, Asset Allocation, Equities, Fixed Income, Marketing, Strategic Planning, High Net Worth..., Multi-family Investments, Small Business, ESOP, Business Planning, Sales Management, Coaching
Education
University of Massachusetts, Amherst 1982 — 1983
Master of Science, Sports Management & Theory
University of California, Berkeley 1975 — 1979
BA, Exercise Science/Physiology
Kai Tian's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Self-employed January 2006 - August 2007
Cisco System January 2004 - January 2006
Education
University of California, Berkeley 2006 — 2007
University of California, Davis 2000 — 2003
Economics and Computer Science
Merrill Lynch August 2007 - Present
Self-employed January 2006 - August 2007
Cisco System January 2004 - January 2006
Education
University of California, Berkeley 2006 — 2007
University of California, Davis 2000 — 2003
Economics and Computer Science
Jonathan Mi's Merrill Lynch Experience February 2004 - July 2006
Job at Brightpath Capital Partners, LP
Industry Venture Capital & Private Equity
Experience
Brightpath Capital Partners, LP November 2010 - Present
Gryphon Investors August 2006 - June 2008
Merrill Lynch February 2004 - July 2006
Neveric 2002 - 2003
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Investments, Corporate Development, Emerging Markets, Business Valuation, Equity Research
Education
University of California, Berkeley 1999 — 2003
Bachelor's Degree, Molecular and Cell Biology & Economics
Brightpath Capital Partners, LP November 2010 - Present
Gryphon Investors August 2006 - June 2008
Merrill Lynch February 2004 - July 2006
Neveric 2002 - 2003
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Investments, Corporate Development, Emerging Markets, Business Valuation, Equity Research
Education
University of California, Berkeley 1999 — 2003
Bachelor's Degree, Molecular and Cell Biology & Economics
Noel Cueto's Merrill Lynch Experience June 1998 - May 1999
Job Client Associate
Industry Financial Services
Experience
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Ameet Rathod's Merrill Lynch Experience 2006 - 2008
Job Investment Banking & Corporate Development Professional
Industry Investment Banking
Experience
Wedbush Securities 2012 - Present
QuinStreet 2011 - 2012
Kool Smiles 2009 - 2010
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Analysis, M&A experience
Education
University of California, Berkeley 2000 — 2004
BA, Economics
University of California, Berkeley 2000 — 2004
Minor, Business Administration and Management, General
Wedbush Securities 2012 - Present
QuinStreet 2011 - 2012
Kool Smiles 2009 - 2010
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Analysis, M&A experience
Education
University of California, Berkeley 2000 — 2004
BA, Economics
University of California, Berkeley 2000 — 2004
Minor, Business Administration and Management, General
Summer Gorman Petersil's Merrill Lynch Experience 2002 - 2005
Job Director at FTSE Russell
Industry Financial Services
Experience
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
Marie Kim's Merrill Lynch Experience March 2007 - September 2007
Job Executive Assistant at Recommind
Industry Financial Services
Experience
Recommind April 2012 - September 2015
FTI Consulting April 2008 - April 2012
JPMorgan Chase & Co. October 2007 - February 2008
Merrill Lynch March 2007 - September 2007
Hellman & Friedman August 2005 - February 2007
Navigant Consulting January 2004 - August 2005
Tucker Alan Inc. December 2001 - January 2004
Skills
Strategy, Teamwork, Recruiting, Office Management, Microsoft Excel, Event Planning, Human Resources, Outlook, Administrative..., Employee Relations, Administration, Social Networking, Calendars, Office Administration, Data Entry, Administrative..., Customer Service, Management, Microsoft Office
Education
University of California, Berkeley 1996 — 1998
B.A., Psychology
University of California, Berkeley 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Recommind April 2012 - September 2015
FTI Consulting April 2008 - April 2012
JPMorgan Chase & Co. October 2007 - February 2008
Merrill Lynch March 2007 - September 2007
Hellman & Friedman August 2005 - February 2007
Navigant Consulting January 2004 - August 2005
Tucker Alan Inc. December 2001 - January 2004
Skills
Strategy, Teamwork, Recruiting, Office Management, Microsoft Excel, Event Planning, Human Resources, Outlook, Administrative..., Employee Relations, Administration, Social Networking, Calendars, Office Administration, Data Entry, Administrative..., Customer Service, Management, Microsoft Office
Education
University of California, Berkeley 1996 — 1998
B.A., Psychology
University of California, Berkeley 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Tianbing Chen's Merrill Lynch Experience November 2012 - Present
Job Vice President, Global Market Making at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Bloomberg May 2010 - November 2012
Barclays October 2008 - May 2010
Lehman Brothers 2008 - 2008
Skills
Equity Derivatives, Volatility, Numerical Analysis, Partial Differential..., Computational..., C, C++, Derivatives, Equities, Financial Modeling, Hedging, Quantitative Analytics, Quantitative Investing, Trading Systems
Education
University of California, Berkeley 2002 — 2008
PhD, Applied Mathematics
University of Science and Technology of China 1997 — 2002
Bachelor, Applied Mathematics
Merrill Lynch November 2012 - Present
Bloomberg May 2010 - November 2012
Barclays October 2008 - May 2010
Lehman Brothers 2008 - 2008
Skills
Equity Derivatives, Volatility, Numerical Analysis, Partial Differential..., Computational..., C, C++, Derivatives, Equities, Financial Modeling, Hedging, Quantitative Analytics, Quantitative Investing, Trading Systems
Education
University of California, Berkeley 2002 — 2008
PhD, Applied Mathematics
University of Science and Technology of China 1997 — 2002
Bachelor, Applied Mathematics
Brad Coburn's Merrill Lynch Experience 1997 - 2001
Job Chief Financial Officer at Charter School Capital
Industry Financial Services
Experience
Charter School Capital Managing DirectorCountrywide Financial2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Due Diligence, Loans, Financial Modeling, Financial Analysis, Mergers, Financial Reporting, Credit, Banking, Accounting, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Capital Markets, Risk Management, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
MBA
Charter School Capital Managing DirectorCountrywide Financial2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Due Diligence, Loans, Financial Modeling, Financial Analysis, Mergers, Financial Reporting, Credit, Banking, Accounting, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Capital Markets, Risk Management, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
MBA
Akash Pradhan's Merrill Lynch Experience March 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Harvard Business School August 2015 - Present
TPG Capital August 2013 - July 2015
Minds Matter San Francisco July 2014 - June 2015
The Raine Group August 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Deloitte Consulting June 2009 - August 2009
Merrill Lynch March 2008 - August 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Investments, Investment Banking, Venture Capital, Due Diligence, Digital Media, Financial Analysis, LBO, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
James Logan High School 2003 — 2007
High School Diploma
Harvard Business School August 2015 - Present
TPG Capital August 2013 - July 2015
Minds Matter San Francisco July 2014 - June 2015
The Raine Group August 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Deloitte Consulting June 2009 - August 2009
Merrill Lynch March 2008 - August 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Investments, Investment Banking, Venture Capital, Due Diligence, Digital Media, Financial Analysis, LBO, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
James Logan High School 2003 — 2007
High School Diploma
Hilary Kwan's Merrill Lynch Experience February 2009 - May 2009
Job Sales & Customer Operations at Optimizely
Industry Computer Software
Experience
Optimizely July 2015 - Present
UCSF November 2014 - Present
Auction.com October 2013 - June 2015
SuccessFactors January 2012 - October 2013
Mindjet August 2009 - January 2012
Mindjet April 2008 - August 2009
Merrill Lynch February 2009 - May 2009
ING May 2008 - August 2008
Skills
Salesforce.com, Sales Operations, SaaS, Sales Management, Business Analysis, Enterprise Software, Cloud Computing, Microsoft Excel, Integration, Forecasting, Analysis, Sales, Management, Marketing, CRM, HTML, Training, SAP, Channel, Sales Support, Modeling, Tableau, Sales Compensation
Education
University of California, Berkeley 2007 — 2009
B.A., Economics
Optimizely July 2015 - Present
UCSF November 2014 - Present
Auction.com October 2013 - June 2015
SuccessFactors January 2012 - October 2013
Mindjet August 2009 - January 2012
Mindjet April 2008 - August 2009
Merrill Lynch February 2009 - May 2009
ING May 2008 - August 2008
Skills
Salesforce.com, Sales Operations, SaaS, Sales Management, Business Analysis, Enterprise Software, Cloud Computing, Microsoft Excel, Integration, Forecasting, Analysis, Sales, Management, Marketing, CRM, HTML, Training, SAP, Channel, Sales Support, Modeling, Tableau, Sales Compensation
Education
University of California, Berkeley 2007 — 2009
B.A., Economics
Douglas Franks's Merrill Lynch Experience November 2012 - Present
Job VP Wealth Management Banker: Private Bank at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
James Callejas's Merrill Lynch Experience March 1995 - January 1997
Job Vice President, Account Executive, Certified Exchange Specialist at Investment Property Exchange
Industry Real Estate
Experience
Investment Property Exchange July 1998 - Present
Wells Fargo February 1997 - June 1998
Merrill Lynch March 1995 - January 1997
Skills
Real Estate, Investment Properties, Investors, Referrals, Commercial Property..., 1031 Exchanges, Return on Investment, Investment Strategies
Education
University of California, Berkeley 1992 — 1995
Bachelor of Science (BS), Psychology
Saint Ignatius 1985 — 1989
Investment Property Exchange July 1998 - Present
Wells Fargo February 1997 - June 1998
Merrill Lynch March 1995 - January 1997
Skills
Real Estate, Investment Properties, Investors, Referrals, Commercial Property..., 1031 Exchanges, Return on Investment, Investment Strategies
Education
University of California, Berkeley 1992 — 1995
Bachelor of Science (BS), Psychology
Saint Ignatius 1985 — 1989
Michael Hong Liang's Merrill Lynch Experience 1997 - 2000
Job Director at AIG
Industry Insurance
Experience
AIG October 2012 - Present
Industrial Bank Co. Ltd of China 2009 - 2012
Barclays Capital 2004 - 2009
Citigroup 2000 - 2004
Merrill Lynch 1997 - 2000
Financial Engineering Associates 1995 - 1997
Skills
Financial Markets, Enterprise Risk..., Quantitative Finance, Credit Derivatives, Risk Management, Derivatives, Fixed Income, Market Risk, Financial Modeling, Asset Management
Education
University of California, Berkeley 1989 — 1995
Ph.D, Mathematics
Graduate School of Chinese Academy of Sciences 1985 — 1987
M.S., Mathematics
University of Science and Technology of China 1980 — 1985
BS., Mathematics
AIG October 2012 - Present
Industrial Bank Co. Ltd of China 2009 - 2012
Barclays Capital 2004 - 2009
Citigroup 2000 - 2004
Merrill Lynch 1997 - 2000
Financial Engineering Associates 1995 - 1997
Skills
Financial Markets, Enterprise Risk..., Quantitative Finance, Credit Derivatives, Risk Management, Derivatives, Fixed Income, Market Risk, Financial Modeling, Asset Management
Education
University of California, Berkeley 1989 — 1995
Ph.D, Mathematics
Graduate School of Chinese Academy of Sciences 1985 — 1987
M.S., Mathematics
University of Science and Technology of China 1980 — 1985
BS., Mathematics
Roman Leal, CFA's Merrill Lynch Experience July 2007 - December 2009
Job CoCEO at QueSee Inc
Industry Financial Services
Experience
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
gregory quilici's Merrill Lynch Experience March 2010 - Present
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2010 - Present
Knight Equity Markets, LLC March 2009 - February 2010
Merrill Lynch October 2003 - March 2009
Goldman Sachs July 1994 - October 2003
Skills
Equities, Trading, FINRA, Equity Sales, Management, Series 7, Capital Markets, Bloomberg, Securities, Series 63
Education
University of California, Berkeley 1989 — 1993
BA, History / English (minor)
Jesuit High School 1985 — 1989
Merrill Lynch March 2010 - Present
Knight Equity Markets, LLC March 2009 - February 2010
Merrill Lynch October 2003 - March 2009
Goldman Sachs July 1994 - October 2003
Skills
Equities, Trading, FINRA, Equity Sales, Management, Series 7, Capital Markets, Bloomberg, Securities, Series 63
Education
University of California, Berkeley 1989 — 1993
BA, History / English (minor)
Jesuit High School 1985 — 1989
Andrew Ahn's Merrill Lynch Experience July 2008 - December 2009
Job Business Development at Kabam
Industry Computer Software
Experience
Kabam November 2012 - Present
Microsoft Corporation January 2010 - November 2012
Merrill Lynch July 2008 - December 2009
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Corporate Finance, Private Equity, Mergers & Acquisitions, Business Development, Business Strategy, Social Games, Mobile Games, Distribution Strategies, Negotiation, Corporate Development, Due Diligence, Investment Banking, Financial Analysis, Entrepreneurship, Strategic Partnerships, Enterprise Software
Education
University of California, Berkeley
B.S., Business Administration
Kabam November 2012 - Present
Microsoft Corporation January 2010 - November 2012
Merrill Lynch July 2008 - December 2009
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Corporate Finance, Private Equity, Mergers & Acquisitions, Business Development, Business Strategy, Social Games, Mobile Games, Distribution Strategies, Negotiation, Corporate Development, Due Diligence, Investment Banking, Financial Analysis, Entrepreneurship, Strategic Partnerships, Enterprise Software
Education
University of California, Berkeley
B.S., Business Administration
Vid Jain's Merrill Lynch Experience 2004 - February 2014
Job Founder & President at Sendence
Industry Financial Services
Experience
Sendence March 2014 - Present
Swhrl.com September 2013 - Present
Merrill Lynch 2004 - February 2014
Petal Computing 2002 - 2003
Thinking Media / Sonata 1995 - 2001
Various 1990 - 1995
Education
University of California, Berkeley 1984 — 1989
Doctor of Philosophy (PhD), Theoretical Physics
University of Otago 1980 — 1984
Bachelor of Science (B.Sc.) (Hons), Physics / Computer Science
Sendence March 2014 - Present
Swhrl.com September 2013 - Present
Merrill Lynch 2004 - February 2014
Petal Computing 2002 - 2003
Thinking Media / Sonata 1995 - 2001
Various 1990 - 1995
Education
University of California, Berkeley 1984 — 1989
Doctor of Philosophy (PhD), Theoretical Physics
University of Otago 1980 — 1984
Bachelor of Science (B.Sc.) (Hons), Physics / Computer Science
Lia Saeteurn's Merrill Lynch Experience August 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Education
University of California, Berkeley 1998 — 2003
B.A., Economics
Merrill Lynch August 2005 - Present
Education
University of California, Berkeley 1998 — 2003
B.A., Economics
Fountain Jeng's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst at Arista Networks, Inc.
Industry Financial Services
Experience
Arista Networks, Inc. February 2014 - Present
J.P. Morgan June 2011 - August 2012
Marshall & Stevens November 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Mandarin, Financial Modeling, Investment Banking, Social Media, Public Relations
Education
University of California, Berkeley 2006 — 2010
Bachelor's, Economics & Legal Studies
Arista Networks, Inc. February 2014 - Present
J.P. Morgan June 2011 - August 2012
Marshall & Stevens November 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Mandarin, Financial Modeling, Investment Banking, Social Media, Public Relations
Education
University of California, Berkeley 2006 — 2010
Bachelor's, Economics & Legal Studies
Cynthia Cougoule's Merrill Lynch Experience March 2011 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
HOA 2006 - Present
Merrill Lynch June 1999 - 2005
Skills
Alternative Investments, Asset Allocation, Mortgage Lending, Fixed Income, Wealth Management..., FINRA, 401k, Strategic Financial..., Estate Planning, Investment Management, Bonds, IRAs, Options, 401k Rollovers, Equities, Series 63, Mutual Funds, Asset Management, Retirement Planning, Investments, Wealth Management, Series 7, Investment Advisory, Financial Analysis, Securities, Financial Planning, Finance, Financial Services
Education
University of California, Berkeley 1992 — 1994
BA, Dramatic Art
University of California, San Diego 1990 — 1992
Theatre
Merrill Lynch March 2011 - Present
HOA 2006 - Present
Merrill Lynch June 1999 - 2005
Skills
Alternative Investments, Asset Allocation, Mortgage Lending, Fixed Income, Wealth Management..., FINRA, 401k, Strategic Financial..., Estate Planning, Investment Management, Bonds, IRAs, Options, 401k Rollovers, Equities, Series 63, Mutual Funds, Asset Management, Retirement Planning, Investments, Wealth Management, Series 7, Investment Advisory, Financial Analysis, Securities, Financial Planning, Finance, Financial Services
Education
University of California, Berkeley 1992 — 1994
BA, Dramatic Art
University of California, San Diego 1990 — 1992
Theatre
Sandy Sloane's Merrill Lynch Experience January 2005 - March 2007
Job Managing Director at Meadowvale Advisors, LLC
Industry Investment Management
Experience
Meadowvale Advisors LLC May 2011 - Present
Sloane Capital Solutions, LLC April 2011 - June 2013
Coherent Capital November 2008 - June 2011
Magnetar Capital 2007 - 2008
Merrill Lynch January 2005 - March 2007
Bank of America January 2000 - January 2004
First Chicago 1989 - 2000
Skills
Capital Markets, Fixed Income, Private Equity, Hedge Funds, Alternative Investments, Options, Derivatives, Mutual Funds, Trading, Equities, Investment Banking, Capital, Investment Management, Fund Of Funds, Asset Management, Asset Allocation, Investment Strategies, Securities, Prime Brokerage, Equity Derivatives, Series 7, Trading Systems
Education
Yale University - Yale School of Management 1985 — 1987
MPPM, Finance
University of California, Berkeley 1976 — 1980
Bachelors, Economics
Meadowvale Advisors LLC May 2011 - Present
Sloane Capital Solutions, LLC April 2011 - June 2013
Coherent Capital November 2008 - June 2011
Magnetar Capital 2007 - 2008
Merrill Lynch January 2005 - March 2007
Bank of America January 2000 - January 2004
First Chicago 1989 - 2000
Skills
Capital Markets, Fixed Income, Private Equity, Hedge Funds, Alternative Investments, Options, Derivatives, Mutual Funds, Trading, Equities, Investment Banking, Capital, Investment Management, Fund Of Funds, Asset Management, Asset Allocation, Investment Strategies, Securities, Prime Brokerage, Equity Derivatives, Series 7, Trading Systems
Education
Yale University - Yale School of Management 1985 — 1987
MPPM, Finance
University of California, Berkeley 1976 — 1980
Bachelors, Economics
Michael B. Armstrong's Merrill Lynch Experience 2000 - 2001
Job Financial Services: Exploring New Opportunities
Industry Investment Banking
Experience
ThinkEquity LLC 2001 - 2012
Merrill Lynch 2000 - 2001
Montgomery Securities 1995 - 1999
Skills
Licensed Supervisory..., Series 24, 7 and 63, Equity Research, Investment Banking, Asset Management, Equities, Leadership, Business Development, Valuation, Equity Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
ThinkEquity LLC 2001 - 2012
Merrill Lynch 2000 - 2001
Montgomery Securities 1995 - 1999
Skills
Licensed Supervisory..., Series 24, 7 and 63, Equity Research, Investment Banking, Asset Management, Equities, Leadership, Business Development, Valuation, Equity Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Jiaoni Yang's Merrill Lynch Experience May 2009 - August 2009
Job Sr. Cost Analyst at The Clorox Company
Industry Accounting
Experience
The Clorox Company January 2014 - Present
The Clorox Company May 2011 - December 2013
The Clorox Company April 2010 - May 2011
Merrill Lynch May 2009 - August 2009
Kaiser Permanente May 2008 - August 2008
Affordable Housing Associates December 2007 - May 2008
Skills
Forecasting, Essbase, Finance, Budgets, Accounting, Strategy, Analysis, Strategic Financial..., Business Process..., SAP, Cross-functional Team..., Internal Controls, Variance Analysis, Financial Modeling
Education
University of California, Berkeley 2005 — 2009
B.S, Environmental Economics and Policy
University of California, Berkeley 2005 — 2009
bachelor of science, Economics
The Clorox Company January 2014 - Present
The Clorox Company May 2011 - December 2013
The Clorox Company April 2010 - May 2011
Merrill Lynch May 2009 - August 2009
Kaiser Permanente May 2008 - August 2008
Affordable Housing Associates December 2007 - May 2008
Skills
Forecasting, Essbase, Finance, Budgets, Accounting, Strategy, Analysis, Strategic Financial..., Business Process..., SAP, Cross-functional Team..., Internal Controls, Variance Analysis, Financial Modeling
Education
University of California, Berkeley 2005 — 2009
B.S, Environmental Economics and Policy
University of California, Berkeley 2005 — 2009
bachelor of science, Economics
Hyong-Lark Dave Kim's Merrill Lynch Experience May 2009 - August 2009
Job Branch Manager at Hanin Federal Credit Union
Industry Financial Services
Experience
Hanin Federal Credit Union January 2013 - Present
Hanin Federal Credit Union February 2010 - December 2012
Merrill Lynch May 2009 - August 2009
Ginosko, U.C. Berkeley January 2008 - May 2009
Skills
Leadership, Data Analysis, Strategic Planning, Crystal Reports, Credit Analysis, Financial Analysis, Banking, Business Analysis, Business Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Loans, Portfolio Management, Financial Modeling
Education
University of California, Berkeley 2007 — 2009
Bachelor of Science (BS), Economics
Hanin Federal Credit Union January 2013 - Present
Hanin Federal Credit Union February 2010 - December 2012
Merrill Lynch May 2009 - August 2009
Ginosko, U.C. Berkeley January 2008 - May 2009
Skills
Leadership, Data Analysis, Strategic Planning, Crystal Reports, Credit Analysis, Financial Analysis, Banking, Business Analysis, Business Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Loans, Portfolio Management, Financial Modeling
Education
University of California, Berkeley 2007 — 2009
Bachelor of Science (BS), Economics
Alexis Wu's Merrill Lynch Experience January 2010 - June 2010
Job Corporate Development at Ourpalm
Industry Internet
Experience
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Queenie Sin's Merrill Lynch Experience 2010 - 2014
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock 2014 - Present
Merrill Lynch 2010 - 2014
Reed Smith LLP 2006 - 2009
University of California, Office of the President 2004 - 2006
Skills
Corporate Governance, Due Diligence, Securities Regulation, Securities, Asset Management, Fund Administration, Employment Law
Education
University of California, Berkeley
Bachelor's degree, Legal Studies
University of California, Berkeley
Bachelor's degree (minor), Public Policy, Goldman School of Public Policy
BlackRock 2014 - Present
Merrill Lynch 2010 - 2014
Reed Smith LLP 2006 - 2009
University of California, Office of the President 2004 - 2006
Skills
Corporate Governance, Due Diligence, Securities Regulation, Securities, Asset Management, Fund Administration, Employment Law
Education
University of California, Berkeley
Bachelor's degree, Legal Studies
University of California, Berkeley
Bachelor's degree (minor), Public Policy, Goldman School of Public Policy
Patrick Amestoy's Merrill Lynch Experience July 2013 - April 2015
Job Fixed Income Institutional Sales at Siebert Brandford Shank & Co., Inc.
Industry Financial Services
Experience
Siebert Brandford Shank Co., LLC. April 2015 - Present
Merrill Lynch July 2013 - April 2015
Wells Fargo January 2012 - December 2012
Batter Blaster, LLC November 2007 - November 2012
Tamalpais Asset Managment (T.A.M.) January 2006 - September 2007
Creedon Keller and Partners, Inc April 2000 - August 2005
Banc of America Securities December 1997 - September 1999
Montgomery Securities June 1993 - December 1997
Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Investments, Securities, Trading, Financial Modeling, Valuation, Convertible Arbitrage, Mutual Funds, Institutional Investors, Institutional..., Financial Services, Financial Analysis, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Equity Research, Wealth Management, Emerging Markets, Asset Managment, Credit, Financial Structuring, Finance, Investor Relations, Financial Advisory, Financial Risk, Start-ups, High Yield, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Investment Management, Private Equity, Options, Strategy, Trading Systems, Financial Markets, Bonds, FINRA, ETFs, Equity Trading, Derivatives, Distressed Debt, Structured Finance, Series 66
Education
University of California, Berkeley 1988 — 1992
BA
San Marino High School 1985 — 1988
Loyola High School, Los Angeles 1984 — 1985
Siebert Brandford Shank Co., LLC. April 2015 - Present
Merrill Lynch July 2013 - April 2015
Wells Fargo January 2012 - December 2012
Batter Blaster, LLC November 2007 - November 2012
Tamalpais Asset Managment (T.A.M.) January 2006 - September 2007
Creedon Keller and Partners, Inc April 2000 - August 2005
Banc of America Securities December 1997 - September 1999
Montgomery Securities June 1993 - December 1997
Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Investments, Securities, Trading, Financial Modeling, Valuation, Convertible Arbitrage, Mutual Funds, Institutional Investors, Institutional..., Financial Services, Financial Analysis, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Equity Research, Wealth Management, Emerging Markets, Asset Managment, Credit, Financial Structuring, Finance, Investor Relations, Financial Advisory, Financial Risk, Start-ups, High Yield, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Investment Management, Private Equity, Options, Strategy, Trading Systems, Financial Markets, Bonds, FINRA, ETFs, Equity Trading, Derivatives, Distressed Debt, Structured Finance, Series 66
Education
University of California, Berkeley 1988 — 1992
BA
San Marino High School 1985 — 1988
Loyola High School, Los Angeles 1984 — 1985
Norman Yau's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst
Industry Financial Services
Experience
TubeMogul, Inc. June 2015 - Present
TubeMogul, Inc. February 2014 - Present
TubeMogul, Inc. January 2014 - February 2014
TubeMogul, Inc. July 2013 - December 2013
University of California November 2010 - December 2012
MyEdu November 2010 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of California, Berkeley 2009 — 2013
B.A. Economics B.A. Political Economy
TubeMogul, Inc. June 2015 - Present
TubeMogul, Inc. February 2014 - Present
TubeMogul, Inc. January 2014 - February 2014
TubeMogul, Inc. July 2013 - December 2013
University of California November 2010 - December 2012
MyEdu November 2010 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of California, Berkeley 2009 — 2013
B.A. Economics B.A. Political Economy
Dafne Espinoza's Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
SharesPost August 2012 - 2013
Barclays Capital August 2011 - July 2012
Citi July 2008 - June 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2003 — 2008
BA, Economics and Print Journalism
Merrill Lynch June 2014 - August 2014
SharesPost August 2012 - 2013
Barclays Capital August 2011 - July 2012
Citi July 2008 - June 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2003 — 2008
BA, Economics and Print Journalism
Jonathan Yuan's Merrill Lynch Experience June 2010 - August 2010
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY September 2015 - Present
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
UC Berkeley Center for Student Leadership August 2010 - June 2012
Ascend Berkeley Chapter June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Stata, Data Analysis, PowerPoint, Microsoft Excel, Mandarin, Leadership, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
EY September 2015 - Present
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
UC Berkeley Center for Student Leadership August 2010 - June 2012
Ascend Berkeley Chapter June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Stata, Data Analysis, PowerPoint, Microsoft Excel, Mandarin, Leadership, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
Barry Pinsky, CFP, ChFC, CLU's Merrill Lynch Experience March 1997 - November 2008
Job First Vice President Investments
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch March 1997 - November 2008
Education
University of California, Berkeley 1973 — 1979
PhD, Chemistry
University of California, Santa Cruz 1969 — 1973
BA, Chemistry
UBS Wealth Management November 2008 - Present
Merrill Lynch March 1997 - November 2008
Education
University of California, Berkeley 1973 — 1979
PhD, Chemistry
University of California, Santa Cruz 1969 — 1973
BA, Chemistry
Sze-jun Tsai's Merrill Lynch Experience 1999 - 2000
Job Fire Marshal at Google
Industry Internet
Experience
Google 2005 - Present
HealthNet 2004 - 2005
Giraffe Learning Center 2002 - 2004
Merrill Lynch 1999 - 2000
Education
University of California, Berkeley 2001 — 2003
Post-Baccalaureate Studies
University of California, Berkeley 1996 — 2001
Bachelor of Arts (B.A.)
Google 2005 - Present
HealthNet 2004 - 2005
Giraffe Learning Center 2002 - 2004
Merrill Lynch 1999 - 2000
Education
University of California, Berkeley 2001 — 2003
Post-Baccalaureate Studies
University of California, Berkeley 1996 — 2001
Bachelor of Arts (B.A.)
Farnaz Shoraka's Merrill Lynch Experience June 2006 - August 2006
Job Manager at The Walt Disney Company | MBA Candidate at the Haas School of Business
Industry Motion Pictures and Film
Experience
The Walt Disney Company November 2012 - Present
The Walt Disney Company September 2011 - November 2012
Paramount Pictures October 2010 - August 2011
Paramount Pictures August 2008 - September 2010
Sony Pictures Entertainment May 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business
MBA
University of California, Berkeley
BA, Economics
The Walt Disney Company November 2012 - Present
The Walt Disney Company September 2011 - November 2012
Paramount Pictures October 2010 - August 2011
Paramount Pictures August 2008 - September 2010
Sony Pictures Entertainment May 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business
MBA
University of California, Berkeley
BA, Economics
Jordan Fattal's Merrill Lynch Experience June 2010 - Present
Job Sales Representative/Marketing Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Merrill Lynch Wealth Management January 2006 - Present
ASUC SUPERB September 2008 - January 2010
Busboy, Food Runner at Barney's Beanery July 2005 - August 2008
prestigious sports bar/restaurant March 2007 - June 2007
Education
University of California, Berkeley 2007 — 2011
Bachelor's, International Business, Technology Industries
High School at Montclair College Preparatory
University of California, Berkeley International Business & Technology Industries
Merrill Lynch June 2010 - Present
Merrill Lynch Wealth Management January 2006 - Present
ASUC SUPERB September 2008 - January 2010
Busboy, Food Runner at Barney's Beanery July 2005 - August 2008
prestigious sports bar/restaurant March 2007 - June 2007
Education
University of California, Berkeley 2007 — 2011
Bachelor's, International Business, Technology Industries
High School at Montclair College Preparatory
University of California, Berkeley International Business & Technology Industries
Joseph Quattrocchi's Merrill Lynch Experience May 2011 - August 2011
Job Solar Incubator Summer Fellow, SunShot Initiative at U.S. Department of Energy
Industry Management Consulting
Experience
Net Impact Berkeley Undergrad May 2013 - Present
Clean Energy Leadership Institute September 2014 - December 2014
Net Impact Berkeley September 2012 - December 2013
U.S. Department of Energy June 2013 - August 2013
Apple Inc. February 2011 - October 2012
Merrill Lynch May 2011 - August 2011
Rising Sun Energy Center January 2011 - July 2011
Skills
Social Media
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Evironmental Economics and Policy
Net Impact Berkeley Undergrad May 2013 - Present
Clean Energy Leadership Institute September 2014 - December 2014
Net Impact Berkeley September 2012 - December 2013
U.S. Department of Energy June 2013 - August 2013
Apple Inc. February 2011 - October 2012
Merrill Lynch May 2011 - August 2011
Rising Sun Energy Center January 2011 - July 2011
Skills
Social Media
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Evironmental Economics and Policy
Minjie Li's Merrill Lynch Experience June 2010 - August 2010
Job Sr. Data Analyst (SAS) at MarketShare
Industry Marketing and Advertising
Experience
MarketShare July 2013 - Present
MarketShare March 2012 - June 2013
Actelion June 2011 - August 2011
Haas School of Business September 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Economics, Analytics, Quantitative Finance, Statistics, SAS, Data Mining, VBA, Predictive Analytics, Statistical Modeling, R, SAS programming, Predictive Modeling, SAS Programming
Education
UC Berkeley 2009 — 2011
BA, Mathematics and Statistics
MarketShare July 2013 - Present
MarketShare March 2012 - June 2013
Actelion June 2011 - August 2011
Haas School of Business September 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Economics, Analytics, Quantitative Finance, Statistics, SAS, Data Mining, VBA, Predictive Analytics, Statistical Modeling, R, SAS programming, Predictive Modeling, SAS Programming
Education
UC Berkeley 2009 — 2011
BA, Mathematics and Statistics
Kevin Tanaka's Merrill Lynch Experience January 2011 - May 2011
Job Associate at Vista Equity Partners
Industry Financial Services
Experience
As August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Goldman Sachs & Co. June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
BlackSand Capital, LLC June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2013
As August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Goldman Sachs & Co. June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
BlackSand Capital, LLC June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2013
Jason Ka Yan Lau's Merrill Lynch Experience June 2011 - August 2011
Job IM Tax Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
UBS August 2012 - June 2013
PwC 2013 - 2013
Merrill Lynch June 2011 - August 2011
Echelon Clinic January 2008 - July 2010
Skills
Finance, Economics, Networking, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Market Research, Microsoft Office, Research, Customer Service, Data Analysis, Social Media Marketing, Social Networking, Accounting, Team Leadership, Outlook, Financial Modeling
Education
Haas School of Business, University of California 2012 — 2014
Bachelor of Science, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
St. George's Secondary School 2006 — 2010
PwC July 2014 - Present
UBS August 2012 - June 2013
PwC 2013 - 2013
Merrill Lynch June 2011 - August 2011
Echelon Clinic January 2008 - July 2010
Skills
Finance, Economics, Networking, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Market Research, Microsoft Office, Research, Customer Service, Data Analysis, Social Media Marketing, Social Networking, Accounting, Team Leadership, Outlook, Financial Modeling
Education
Haas School of Business, University of California 2012 — 2014
Bachelor of Science, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
St. George's Secondary School 2006 — 2010
Chris Liddicoat's Merrill Lynch Experience January 2006 - January 2010
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage February 2010 - Present
Merrill Lynch January 2006 - January 2010
Merrill Lynch January 2000 - January 2006
Sagemark Consulting September 1992 - January 2000
Education
University of California, Berkeley 1980 — 1984
BA, Economics
Highland Capital Brokerage February 2010 - Present
Merrill Lynch January 2006 - January 2010
Merrill Lynch January 2000 - January 2006
Sagemark Consulting September 1992 - January 2000
Education
University of California, Berkeley 1980 — 1984
BA, Economics
John Fout's Merrill Lynch Experience 2000 - 2001
Job Chief Executive Officer at Sohha Savory Yogurt
Industry Food Production
Experience
Sohha Savory Yogurt January 2012 - Present
Foreign Language Services Simulation July 2011 - July 2012
Redwood Partners 2008 - 2011
TheStreet 2007 - 2008
City of New York 2004 - 2007
Merrill Lynch 2000 - 2001
Skills
Equities, Trading, Public Speaking, Client Service, Project Management, Analytics, Economics, Bloomberg, Investments, Financial Modeling, Research, Valuation, Private Equity, Business Development, Social Media, Financial Analysis, Strategic Planning, Management, Financial Services, Business Strategy, Business Analysis, New Business Development, Small Business, Business Intelligence, Market Research, Digital Marketing, Digital Media, Online Marketing, Marketing Communications, Entrepreneurship, Social Entrepreneurship, Business Planning, Risk Management, Analysis, Start-ups, Options, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Entrepreneurship
University of California, Berkeley 1987 — 1989
BA, History
Sohha Savory Yogurt January 2012 - Present
Foreign Language Services Simulation July 2011 - July 2012
Redwood Partners 2008 - 2011
TheStreet 2007 - 2008
City of New York 2004 - 2007
Merrill Lynch 2000 - 2001
Skills
Equities, Trading, Public Speaking, Client Service, Project Management, Analytics, Economics, Bloomberg, Investments, Financial Modeling, Research, Valuation, Private Equity, Business Development, Social Media, Financial Analysis, Strategic Planning, Management, Financial Services, Business Strategy, Business Analysis, New Business Development, Small Business, Business Intelligence, Market Research, Digital Marketing, Digital Media, Online Marketing, Marketing Communications, Entrepreneurship, Social Entrepreneurship, Business Planning, Risk Management, Analysis, Start-ups, Options, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Entrepreneurship
University of California, Berkeley 1987 — 1989
BA, History
Chang Lin's Merrill Lynch Experience May 2011 - August 2011
Job Treasury Analyst at Facebook
Industry Financial Services
Experience
Facebook September 2014 - Present
Palo Alto Networks June 2013 - August 2014
Moors & Cabot Investments August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Cash Management, Financial Modeling, Treasury Operations, Microsoft Office, Problem Solving, Equity Research and..., Economics, Fundamental Analysis, Financial Accounting, Time Management
Education
University of California, Berkeley 2008 — 2012
B.A, Economics, concentration: Finance
Facebook September 2014 - Present
Palo Alto Networks June 2013 - August 2014
Moors & Cabot Investments August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Cash Management, Financial Modeling, Treasury Operations, Microsoft Office, Problem Solving, Equity Research and..., Economics, Fundamental Analysis, Financial Accounting, Time Management
Education
University of California, Berkeley 2008 — 2012
B.A, Economics, concentration: Finance
Lillian Chou's Merrill Lynch Experience February 2012 - May 2012
Job Assurance Associate at EY
Industry Financial Services
Experience
EY September 2013 - Present
Merrill Lynch February 2012 - May 2012
UC Berkeley August 2011 - December 2011
Skills
Excel, PowerPoint, Peachtree, Dreamweaver, Fireworks, Photoshop, Microsoft Excel, Microsoft Office, Auditing, Marketing, Adobe Fireworks, Microsoft Word, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
King George V School 2003 — 2009
EY September 2013 - Present
Merrill Lynch February 2012 - May 2012
UC Berkeley August 2011 - December 2011
Skills
Excel, PowerPoint, Peachtree, Dreamweaver, Fireworks, Photoshop, Microsoft Excel, Microsoft Office, Auditing, Marketing, Adobe Fireworks, Microsoft Word, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
King George V School 2003 — 2009
Ernst Sandelowsky's Merrill Lynch Experience July 2006 - August 2006
Job
Industry Law Practice
Experience
De Brauw Blackstone Westbroek March 2010 - Present
Stibbe July 2009 - July 2009
Houthoff Buruma October 2006 - November 2008
Merrill Lynch July 2006 - August 2006
Education
University of California, Berkeley 2009 — 2009
Vrije Universiteit Amsterdam 2007 — 2009
LLM, Tax Law, With distinction
Vrije Universiteit Amsterdam 2003 — 2009
LLM, Notarial Law, With distinction
De Brauw Blackstone Westbroek March 2010 - Present
Stibbe July 2009 - July 2009
Houthoff Buruma October 2006 - November 2008
Merrill Lynch July 2006 - August 2006
Education
University of California, Berkeley 2009 — 2009
Vrije Universiteit Amsterdam 2007 — 2009
LLM, Tax Law, With distinction
Vrije Universiteit Amsterdam 2003 — 2009
LLM, Notarial Law, With distinction
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank