Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Ellen Takagi Ellen Takagi's Merrill Lynch Experience January 1978 - January 1980
Job Sr. Vice President Financial Advisor at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
Nancy Albinson's Merrill Lynch Experience October 2002 - October 2003
Job Director at Deloitte
Industry Accounting
Experience
Deloitte 1997 - Present
Merrill Lynch October 2002 - October 2003
Skills
Management Consulting, Auditing, Enterprise Risk..., Innovation, Workshop Facilitation, Design Thinking, Finance Transformation, Close Consolidate Report, Service Development, Exploring, Disruption, IPO, Internal Audit, Innovation Management, Accounting, People Development, Team Leadership, Cross-cultural Teams, Ideation, CPA
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science (BS), Accounting
Deloitte 1997 - Present
Merrill Lynch October 2002 - October 2003
Skills
Management Consulting, Auditing, Enterprise Risk..., Innovation, Workshop Facilitation, Design Thinking, Finance Transformation, Close Consolidate Report, Service Development, Exploring, Disruption, IPO, Internal Audit, Innovation Management, Accounting, People Development, Team Leadership, Cross-cultural Teams, Ideation, CPA
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science (BS), Accounting
Tom Zottner, CFA Tom Zottner, CFA's Merrill Lynch Experience February 1999 - February 2001
Job Partner at The Portfolio Strategy Group
Industry Financial Services
Experience
The Portfolio Strategy Group May 2009 - Present
Alliance Bernstein March 2001 - March 2009
AllianceBernstein 2001 - 2009
Merrill Lynch February 1999 - February 2001
Skills
VBA, Advent, Bloomberg, PowerPoint, Microsoft Excel, Morningstar Direct, Security APL, Equities, Investment Management, Alternative Investments, Equity Research
Education
Boston College 1994 — 1998
BA, History
Iona College
Iona Prep
Iona Prep
Iona Prep
The Portfolio Strategy Group May 2009 - Present
Alliance Bernstein March 2001 - March 2009
AllianceBernstein 2001 - 2009
Merrill Lynch February 1999 - February 2001
Skills
VBA, Advent, Bloomberg, PowerPoint, Microsoft Excel, Morningstar Direct, Security APL, Equities, Investment Management, Alternative Investments, Equity Research
Education
Boston College 1994 — 1998
BA, History
Iona College
Iona Prep
Iona Prep
Iona Prep
Matthew Hesterberg's Merrill Lynch Experience 2001 - 2009
Job Fixed Income Professional
Industry Capital Markets
Experience
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Kathleen Michaela Sullivan Kathleen Michaela Sullivan's Merrill Lynch Experience April 2013 - August 2015
Job FS Advisory Manager Asset Management at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
Merrill Lynch April 2013 - August 2015
Goldman Sachs August 2010 - February 2013
PwC July 2004 - April 2009
Skills
Series 7, Series 63, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Fixed Income, Series 65
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA
Boston College - Carroll School of Management 2000 — 2004
Accounting, Finance
Connelly School of the Holy Child 1996 — 2000
Georgetown University
Certificate in Financial Planning
PwC September 2015 - Present
Merrill Lynch April 2013 - August 2015
Goldman Sachs August 2010 - February 2013
PwC July 2004 - April 2009
Skills
Series 7, Series 63, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Fixed Income, Series 65
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA
Boston College - Carroll School of Management 2000 — 2004
Accounting, Finance
Connelly School of the Holy Child 1996 — 2000
Georgetown University
Certificate in Financial Planning
Pegah Karen Safizadeh Pegah Karen Safizadeh's Merrill Lynch Experience May 2008 - September 2009
Job Portfolio Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
eSecLending June 2010 - 2011
Boston College, Department of Finance September 2007 - 2011
eSecLending June 2010 - September 2010
Merrill Lynch May 2008 - September 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Microsoft Office
Education
Boston College 2007 — 2011
BS, Finance
EM Strasbourg Business School 2009 — 2010
J.P. Morgan May 2011 - Present
eSecLending June 2010 - 2011
Boston College, Department of Finance September 2007 - 2011
eSecLending June 2010 - September 2010
Merrill Lynch May 2008 - September 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Microsoft Office
Education
Boston College 2007 — 2011
BS, Finance
EM Strasbourg Business School 2009 — 2010
Martin Fallon's Merrill Lynch Experience January 2011 - April 2011
Job Growth and Strategy Advisor at Wellable, Inc.
Industry Hospital & Health Care
Experience
Wellable, Inc. October 2013 - Present
Omnivel, LLC July 2013 - Present
KBW June 2012 - May 2013
Merrill Lynch January 2011 - April 2011
EZSoft, Inc. May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Photoshop, Java, FactoryTalk, Microsoft Office
Education
Boston College 2009 — 2012
Bachelor of Science (BS), Finance, General
Wellable, Inc. October 2013 - Present
Omnivel, LLC July 2013 - Present
KBW June 2012 - May 2013
Merrill Lynch January 2011 - April 2011
EZSoft, Inc. May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Photoshop, Java, FactoryTalk, Microsoft Office
Education
Boston College 2009 — 2012
Bachelor of Science (BS), Finance, General
Kelly Iosua Kelly Iosua's Merrill Lynch Experience September 2003 - November 2003
Job VP, Credit Research Analyst at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Karen Weidman Gregory Karen Weidman Gregory's Merrill Lynch Experience December 2006 - May 2008
Job Director of Marketing at NYSE
Industry Marketing and Advertising
Experience
NYSE August 2015 - Present
Bloomberg LP January 2010 - March 2015
IGA Worldwide June 2008 - May 2009
Merrill Lynch December 2006 - May 2008
GlassHouse Technologies June 2003 - December 2005
StorageNetworks, Inc. November 1999 - October 2002
Open Market, Inc. September 1998 - November 1999
Digital Equipment Corporation November 1997 - September 1998
Skills
Start-ups, Integrated Marketing, Marketing Strategy, SaaS, Business Development, Product Management, Professional Services, Lead Generation, Strategy, Email Marketing, Enterprise Software, Management, New Business Development, E-commerce, Social Media Marketing, Project Planning, Product Marketing, Vendor Management, Cloud Computing, Leadership, Sales, Program Management, Marketing Management, Strategic Partnerships, Digital Marketing, Marketing, Digital Media, Direct Marketing, Entrepreneurship, Project Management, Public Relations, Product Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Millersville University of Pennsylvania 1989 — 1993
BS, Marketing
Council Rock 1985 — 1989
High School
NYSE August 2015 - Present
Bloomberg LP January 2010 - March 2015
IGA Worldwide June 2008 - May 2009
Merrill Lynch December 2006 - May 2008
GlassHouse Technologies June 2003 - December 2005
StorageNetworks, Inc. November 1999 - October 2002
Open Market, Inc. September 1998 - November 1999
Digital Equipment Corporation November 1997 - September 1998
Skills
Start-ups, Integrated Marketing, Marketing Strategy, SaaS, Business Development, Product Management, Professional Services, Lead Generation, Strategy, Email Marketing, Enterprise Software, Management, New Business Development, E-commerce, Social Media Marketing, Project Planning, Product Marketing, Vendor Management, Cloud Computing, Leadership, Sales, Program Management, Marketing Management, Strategic Partnerships, Digital Marketing, Marketing, Digital Media, Direct Marketing, Entrepreneurship, Project Management, Public Relations, Product Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Millersville University of Pennsylvania 1989 — 1993
BS, Marketing
Council Rock 1985 — 1989
High School
Lauren Pineo's Merrill Lynch Experience January 2002 - May 2002
Job Cardiology Specialty Sales Representative at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim June 2006 - Present
Berry Insurance Agency, Inc. June 2002 - June 2006
Merrill Lynch January 2002 - May 2002
The Castle Group September 2001 - January 2002
The FAB Awards February 2001 - May 2001
Morgan Stanley March 2000 - January 2001
Skills
Pharmaceutical Industry, Cardiology, Product Launch, Pharmaceutical Sales, Sales Effectiveness, Pilates, Managed Care, Marketing, Sales, Sales Operations, Pulmonology, Hospital Sales
Education
Boston College 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Carroll School of Management Marketing, Graduated Magna Cum Laude with GPA 3.6
Boehringer Ingelheim June 2006 - Present
Berry Insurance Agency, Inc. June 2002 - June 2006
Merrill Lynch January 2002 - May 2002
The Castle Group September 2001 - January 2002
The FAB Awards February 2001 - May 2001
Morgan Stanley March 2000 - January 2001
Skills
Pharmaceutical Industry, Cardiology, Product Launch, Pharmaceutical Sales, Sales Effectiveness, Pilates, Managed Care, Marketing, Sales, Sales Operations, Pulmonology, Hospital Sales
Education
Boston College 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Carroll School of Management Marketing, Graduated Magna Cum Laude with GPA 3.6
Eric Liquori's Merrill Lynch Experience February 1992 - March 1994
Job Anvil Fine Wares Inc. www.anvilfinewares.com
Industry Internet
Experience
Anvil Fine Wares Inc. December 2005 - Present
Madison International September 1996 - July 2004
Merrill Lynch February 1992 - March 1994
Skills
Online Marketing, E-commerce, Entrepreneurship, Marketing Strategy, Online Advertising, Start-ups, Web Marketing, Email Marketing, Digital Marketing, Marketing, SEM, Lead Generation, Digital Strategy, Strategic Partnerships, Customer Service, Team Building, Leadership, Management, Sales Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Finance
University of Florida 1984 — 1988
Bachelor's Degree, Advertising
Anvil Fine Wares Inc. December 2005 - Present
Madison International September 1996 - July 2004
Merrill Lynch February 1992 - March 1994
Skills
Online Marketing, E-commerce, Entrepreneurship, Marketing Strategy, Online Advertising, Start-ups, Web Marketing, Email Marketing, Digital Marketing, Marketing, SEM, Lead Generation, Digital Strategy, Strategic Partnerships, Customer Service, Team Building, Leadership, Management, Sales Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Finance
University of Florida 1984 — 1988
Bachelor's Degree, Advertising
Kristy Sidor Kristy Sidor's Merrill Lynch Experience June 2012 - August 2012
Job Financial Communications and Investor Relations at Edelman
Industry Marketing and Advertising
Experience
Edelman July 2015 - Present
Titan December 2014 - January 2015
Raker Goldstein & Co. June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Social Networking, Data Analysis, Leadership, Marketing
Education
Cornell University 2012 — 2014
Bachelor of Science (BS), Applied Economics and Management
Boston College - Carroll School of Management 2010 — 2011
Finance and Marketing
Edelman July 2015 - Present
Titan December 2014 - January 2015
Raker Goldstein & Co. June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Social Networking, Data Analysis, Leadership, Marketing
Education
Cornell University 2012 — 2014
Bachelor of Science (BS), Applied Economics and Management
Boston College - Carroll School of Management 2010 — 2011
Finance and Marketing
Ted Franchetti's Merrill Lynch Experience October 1997 - September 2002
Job Equity sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2004 - Present
UBS September 2002 - September 2003
Merrill Lynch October 1997 - September 2002
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Capital Markets, Investments, Portfolio Management, Equity Research, Valuation, Series 63, Financial Modeling, Fixed Income, Investment Banking, Asset Management, Securities, Alternative Investments, Derivatives, Trading, Equity Trading, Financial Analysis
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Economics
Germantown Academy
Bank of America Merrill Lynch January 2004 - Present
UBS September 2002 - September 2003
Merrill Lynch October 1997 - September 2002
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Capital Markets, Investments, Portfolio Management, Equity Research, Valuation, Series 63, Financial Modeling, Fixed Income, Investment Banking, Asset Management, Securities, Alternative Investments, Derivatives, Trading, Equity Trading, Financial Analysis
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Economics
Germantown Academy
Kevin L. Jackson's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Bank of America January 2007 - January 2012
Bank of America June 2005 - January 2007
Collection Company of America July 2004 - May 2005
Skills
Financial Analysis, Investments, Portfolio Management, Risk Management, Strategic Planning, Business Analysis, Operations Management, Relationship Management, Banking, Business Development, Business Intelligence, Equities, Finance, Financial Modeling, Financial Services, Fixed Income, Securities, Strategic Financial..., Wealth Management
Education
Boston College 2000 — 2004
Bachelor of Arts (BA), Political Science and Communications
Boston College
Sharon High School
Merrill Lynch January 2012 - Present
Bank of America January 2007 - January 2012
Bank of America June 2005 - January 2007
Collection Company of America July 2004 - May 2005
Skills
Financial Analysis, Investments, Portfolio Management, Risk Management, Strategic Planning, Business Analysis, Operations Management, Relationship Management, Banking, Business Development, Business Intelligence, Equities, Finance, Financial Modeling, Financial Services, Fixed Income, Securities, Strategic Financial..., Wealth Management
Education
Boston College 2000 — 2004
Bachelor of Arts (BA), Political Science and Communications
Boston College
Sharon High School
Scott Rickman Scott Rickman's Merrill Lynch Experience January 2006 - December 2010
Job Vice President, Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
Bradley Klune's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal Performance Improvement September 2014 - Present
Burger King Corporation June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Leadership, Finance, PowerPoint, Portfolio Management, Financial Analysis, Time Management, Equities, Financial Modeling, Data Analysis, Accounting, Economics
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelors, Finance
Alvarez & Marsal Performance Improvement September 2014 - Present
Burger King Corporation June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Leadership, Finance, PowerPoint, Portfolio Management, Financial Analysis, Time Management, Equities, Financial Modeling, Data Analysis, Accounting, Economics
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelors, Finance
Stephen Alibrandi's Merrill Lynch Experience June 2010 - August 2010
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2012 - Present
Cushman & Wakefield June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Securities, Investments, Asset Allocation, Alternative Investments, FINRA, Fixed Annuities, Variable Annuities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Fixed Income, Risk Management, Wealth Management, Bloomberg
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston College High School 2005 — 2008
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A), Finance, General
MFS Investment Management October 2012 - Present
Cushman & Wakefield June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Securities, Investments, Asset Allocation, Alternative Investments, FINRA, Fixed Annuities, Variable Annuities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Fixed Income, Risk Management, Wealth Management, Bloomberg
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston College High School 2005 — 2008
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A), Finance, General
Billy Grokenberger's Merrill Lynch Experience June 2012 - August 2012
Job Strategic Partnerships at FindTheBest We're hiring!
Industry Financial Services
Experience
Graphiq Inc. July 2014 - Present
Consolidated Trading July 2013 - May 2014
Merrill Lynch June 2012 - August 2012
Mogul Advisory Group June 2011 - April 2012
West Coast Asset Management June 2011 - August 2011
Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Research, Investments, Microsoft Office, Market Research, Trading, Social Media, Event Management, Editing, Salesforce.com, Marketing, Engaging Content, Content Marketing, Editorial Product..., SEO, Data Visualizations, Social Networking
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance, Marketing
Graphiq Inc. July 2014 - Present
Consolidated Trading July 2013 - May 2014
Merrill Lynch June 2012 - August 2012
Mogul Advisory Group June 2011 - April 2012
West Coast Asset Management June 2011 - August 2011
Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Research, Investments, Microsoft Office, Market Research, Trading, Social Media, Event Management, Editing, Salesforce.com, Marketing, Engaging Content, Content Marketing, Editorial Product..., SEO, Data Visualizations, Social Networking
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance, Marketing
David Mollo David Mollo's Merrill Lynch Experience September 1993 - June 1999
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Secil Uztetik Onat's Merrill Lynch Experience 2001 - 2005
Job Director at New Jersey Schools Development Authority
Industry Government Administration
Experience
New Jersey Schools Development Authority 2007 - Present
DeVry University 2007 - 2008
Merrill Lynch 2001 - 2005
Lucent Technologies 1999 - 2000
Boston College 1997 - 1999
Skills
Policy, Financial Analysis, Budgets, Analysis, Strategic Planning, Economic Development, Leadership, Risk Management, Project Management, Accounting, Project Planning, Public Speaking, Microsoft Excel, Program Management
Education
Boston College 1997 — 1999
Master of Arts (MA)
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1992 — 1997
Bachelor of Science (B.S.)
New Jersey Schools Development Authority 2007 - Present
DeVry University 2007 - 2008
Merrill Lynch 2001 - 2005
Lucent Technologies 1999 - 2000
Boston College 1997 - 1999
Skills
Policy, Financial Analysis, Budgets, Analysis, Strategic Planning, Economic Development, Leadership, Risk Management, Project Management, Accounting, Project Planning, Public Speaking, Microsoft Excel, Program Management
Education
Boston College 1997 — 1999
Master of Arts (MA)
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1992 — 1997
Bachelor of Science (B.S.)
Daniel Lewin Daniel Lewin's Merrill Lynch Experience March 2004 - March 2006
Job UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
Prince Kyereme's Merrill Lynch Experience October 2006 - February 2007
Job Senior Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
The Citco Group of Companies December 2014 - Present
Sika Capital Management, LLC March 2014 - December 2014
Sika Capital Management, LLC January 2014 - March 2014
Deutsche Bank August 2008 - December 2013
State Street June 2007 - June 2008
Morgan Stanley April 2007 - June 2007
Merrill Lynch October 2006 - February 2007
Thomson Financial June 2006 - January 2007
Skills
Hedge Funds, Wealth Management, Bloomberg, Equities, Securities, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Capital Markets, Fixed Income, Swaps, Fund Accounting, Alternative Investments, Fund Administration, Equity Valuation, Financial Reporting, Financial Services, Account Reconciliation, Microsoft Office, Reuters, PerTrac
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
The Citco Group of Companies December 2014 - Present
Sika Capital Management, LLC March 2014 - December 2014
Sika Capital Management, LLC January 2014 - March 2014
Deutsche Bank August 2008 - December 2013
State Street June 2007 - June 2008
Morgan Stanley April 2007 - June 2007
Merrill Lynch October 2006 - February 2007
Thomson Financial June 2006 - January 2007
Skills
Hedge Funds, Wealth Management, Bloomberg, Equities, Securities, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Capital Markets, Fixed Income, Swaps, Fund Accounting, Alternative Investments, Fund Administration, Equity Valuation, Financial Reporting, Financial Services, Account Reconciliation, Microsoft Office, Reuters, PerTrac
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Peter Malone's Merrill Lynch Experience April 2007 - June 2010
Job Associate Global Emerging Markets Fixed Income Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch February 2011 - August 2012
Bank of America Merrill Lynch February 2010 - February 2011
Merrill Lynch April 2007 - June 2010
Skills
Bloomberg, Derivatives, Credit, FX, CDS, Bonds, Fixed Income, Credit Derivatives, IRS, FX Options, Swaptions, Settlement, Risk Management, Structured Products, Emerging Markets, Series 7
Education
Boston College 2003 — 2006
Bachelor of Science, Finance & Marketing
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch February 2011 - August 2012
Bank of America Merrill Lynch February 2010 - February 2011
Merrill Lynch April 2007 - June 2010
Skills
Bloomberg, Derivatives, Credit, FX, CDS, Bonds, Fixed Income, Credit Derivatives, IRS, FX Options, Swaptions, Settlement, Risk Management, Structured Products, Emerging Markets, Series 7
Education
Boston College 2003 — 2006
Bachelor of Science, Finance & Marketing
Leonard Nolan's Merrill Lynch Experience March 1997 - March 2000
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Maura Liston's Merrill Lynch Experience June 2010 - August 2010
Job Business Development Director at FocusVision
Industry Marketing and Advertising
Experience
FocusVision July 2014 - Present
HubSpot July 2012 - March 2014
Groupon August 2010 - June 2012
Merrill Lynch June 2010 - August 2010
Value Industrial Partners May 2008 - August 2009
Darwin Realty & Development June 2004 - August 2007
Skills
Microsoft Office, Excel, Word, Salesforce.com, Account Management, PowerPoint, Communication, Collaborative Problem..., Inside Sales, Sales Operations, Marketing, Social Media Marketing, CRM, Analysis, SEO, Marketing Strategy, Blogging, Inbound Marketing, Blog Marketing, Lead Generation, Sales, Market Research, Cold Calling, Microsoft Excel, Microsoft Word, Customer Service, Content Strategy
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), History
Fenwick High School 2002 — 2006
FocusVision July 2014 - Present
HubSpot July 2012 - March 2014
Groupon August 2010 - June 2012
Merrill Lynch June 2010 - August 2010
Value Industrial Partners May 2008 - August 2009
Darwin Realty & Development June 2004 - August 2007
Skills
Microsoft Office, Excel, Word, Salesforce.com, Account Management, PowerPoint, Communication, Collaborative Problem..., Inside Sales, Sales Operations, Marketing, Social Media Marketing, CRM, Analysis, SEO, Marketing Strategy, Blogging, Inbound Marketing, Blog Marketing, Lead Generation, Sales, Market Research, Cold Calling, Microsoft Excel, Microsoft Word, Customer Service, Content Strategy
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), History
Fenwick High School 2002 — 2006
Kayode Elutilo Kayode Elutilo's Merrill Lynch Experience March 1990 - November 1997
Job Chairman, CEO at ACEO Capital Grp, LLC
Industry Financial Services
Experience
ACEO Capital Grp, LLC January 2000 - Present
Merrill Lynch March 1990 - November 1997
Skills
Venture Capital, Reverse Mergers, Mergers, Investments, Capital Formation, Private Equity, Corporate Finance
Education
Wharton Business School 1994 — 1996
MBA, Corporate Finance
Boston College 1980 — 1984
BA, Marketing
ACEO Capital Grp, LLC January 2000 - Present
Merrill Lynch March 1990 - November 1997
Skills
Venture Capital, Reverse Mergers, Mergers, Investments, Capital Formation, Private Equity, Corporate Finance
Education
Wharton Business School 1994 — 1996
MBA, Corporate Finance
Boston College 1980 — 1984
BA, Marketing
Kathleen Kramer's Merrill Lynch Experience October 2011 - July 2012
Job MBA Candidate, BC Carroll School of Management
Industry Financial Services
Experience
Morgan Stanley August 2012 - August 2015
Merrill Lynch October 2011 - July 2012
English Lacrosse Association September 2010 - October 2011
MIND Center, Hanoi, Vietnam May 2009 - July 2009
Shields Health Care Group December 2008 - February 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
B.A, Art History and Classical Civilization, concentration in English
Norwell High School
Morgan Stanley August 2012 - August 2015
Merrill Lynch October 2011 - July 2012
English Lacrosse Association September 2010 - October 2011
MIND Center, Hanoi, Vietnam May 2009 - July 2009
Shields Health Care Group December 2008 - February 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
B.A, Art History and Classical Civilization, concentration in English
Norwell High School
Joy Casserly's Merrill Lynch Experience July 2012 - Present
Job Registered Private Wealth Associate, CFP (R) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
UBS Financial Services August 2007 - July 2012
Skills
Process Improvement, FINRA, Wealth Management, Wealth, Financial Analysis, Microsoft Excel, Certified Financial...
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance, Human Resources
Merrill Lynch July 2012 - Present
UBS Financial Services August 2007 - July 2012
Skills
Process Improvement, FINRA, Wealth Management, Wealth, Financial Analysis, Microsoft Excel, Certified Financial...
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance, Human Resources
Rodrigo Alencar Rodrigo Alencar's Merrill Lynch Experience February 2004 - February 2005
Job Relationship Manager Associate at Citibank
Industry Financial Services
Experience
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Priscilla Gilbert, CFP's Merrill Lynch Experience 1999 - 2002
Job President at CenterPoint Financial, Inc.
Industry Investment Management
Experience
CenterPoint Financial, Inc. June 2014 - Present
J. Cole Financial Advisers, Inc. November 2010 - September 2014
Norwich University 2002 - 2010
Merrill Lynch 1999 - 2002
Skills
Strategic Planning, Investments, Finance, Wealth Management, Retirement, Fundraising, Strategic Financial...
Education
College for Financial Planning 2011 — 2014
Certified Financial Planner, Financial Planning and Services
Boston College 1995 — 1999
BA, Sociology, Faith Peace and Justice, Finance
St. Johnsbury Academy 1992 — 1995
Germantown Friends School 1988 — 1992
CenterPoint Financial, Inc. June 2014 - Present
J. Cole Financial Advisers, Inc. November 2010 - September 2014
Norwich University 2002 - 2010
Merrill Lynch 1999 - 2002
Skills
Strategic Planning, Investments, Finance, Wealth Management, Retirement, Fundraising, Strategic Financial...
Education
College for Financial Planning 2011 — 2014
Certified Financial Planner, Financial Planning and Services
Boston College 1995 — 1999
BA, Sociology, Faith Peace and Justice, Finance
St. Johnsbury Academy 1992 — 1995
Germantown Friends School 1988 — 1992
Pavan Rajwani's Merrill Lynch Experience December 2003 - May 2004
Job PRNY Financial Solutions for Small Businesses
Industry Financial Services
Experience
PRNY Consulting, Inc. February 2013 - Present
King Worldwide Investor Relations 2009 - Present
Taylor Rafferty July 2004 - Present
Precision Painting Plus 2012 - 2013
Merrill Lynch December 2003 - May 2004
Skills
Investors, Investor Relations, Shareholder, Capital Markets, Corporate Finance, IPO, Equities, Valuation, Mergers, Financial Analysis, Investments, Analysis, Business Development, CRM, Finance, Strategy, Financial Reporting, Analytics, Corporate Communications, Bloomberg, Emerging Markets, Mergers, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance & Economics
PRNY Consulting, Inc. February 2013 - Present
King Worldwide Investor Relations 2009 - Present
Taylor Rafferty July 2004 - Present
Precision Painting Plus 2012 - 2013
Merrill Lynch December 2003 - May 2004
Skills
Investors, Investor Relations, Shareholder, Capital Markets, Corporate Finance, IPO, Equities, Valuation, Mergers, Financial Analysis, Investments, Analysis, Business Development, CRM, Finance, Strategy, Financial Reporting, Analytics, Corporate Communications, Bloomberg, Emerging Markets, Mergers, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance & Economics
Marcela Lopez Macias's Merrill Lynch Experience March 2008 - February 2009
Job MBA Candidate 2017 at HBS
Industry Venture Capital & Private Equity
Experience
Southern Cross Group June 2012 - July 2015
A.T. Kearney June 2009 - June 2012
Merrill Lynch March 2008 - February 2009
Education
Harvard Business School
MBA candidate 2017
Boston College 2004 — 2007
Bachelor's degree, Economics, minor in Mathematics
Southern Cross Group June 2012 - July 2015
A.T. Kearney June 2009 - June 2012
Merrill Lynch March 2008 - February 2009
Education
Harvard Business School
MBA candidate 2017
Boston College 2004 — 2007
Bachelor's degree, Economics, minor in Mathematics
Kemp Schuessler's Merrill Lynch Experience June 2012 - December 2014
Job Business Development
Industry Financial Services
Experience
Merrill Lynch June 2012 - December 2014
BNP Paribas Securities Services October 2010 - November 2011
CJI Capital Markets, Inc. May 2009 - May 2010
Roth Capital Partners March 2008 - March 2009
RBC Capital Markets 2007 - 2008
Banc of America Securities 2003 - 2007
Banc of America Securities 2001 - 2003
Goldman Sachs 2000 - 2001
Montgomery Securities/Banc of America 1995 - 2000
Kidder, Peabody & Co. October 1990 - January 1994
Skills
Equities, Capital Markets, Capital, Trading, Series 63, Hedge Funds, Risk Management, Financial Structuring, Options, Electronic Trading, Finance, IPO, Equity Trading, Investments, Alternative Investments, Securities, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Private Equity, Series 7, Valuation
Education
Boston College 1984 — 1988
BA
The Delbarton School 1980 — 1984
Merrill Lynch June 2012 - December 2014
BNP Paribas Securities Services October 2010 - November 2011
CJI Capital Markets, Inc. May 2009 - May 2010
Roth Capital Partners March 2008 - March 2009
RBC Capital Markets 2007 - 2008
Banc of America Securities 2003 - 2007
Banc of America Securities 2001 - 2003
Goldman Sachs 2000 - 2001
Montgomery Securities/Banc of America 1995 - 2000
Kidder, Peabody & Co. October 1990 - January 1994
Skills
Equities, Capital Markets, Capital, Trading, Series 63, Hedge Funds, Risk Management, Financial Structuring, Options, Electronic Trading, Finance, IPO, Equity Trading, Investments, Alternative Investments, Securities, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Private Equity, Series 7, Valuation
Education
Boston College 1984 — 1988
BA
The Delbarton School 1980 — 1984
Paul Ricciardelli, CFA Paul Ricciardelli, CFA's Merrill Lynch Experience July 1999 - June 2011
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
Merrill Lynch July 1999 - June 2011
Skills
Chartered Financial..., Series 7, Series 24, Series 65
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Finance and Marketing
The Ohio State University 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Morgan Stanley Wealth Management July 2011 - Present
Merrill Lynch July 1999 - June 2011
Skills
Chartered Financial..., Series 7, Series 24, Series 65
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Finance and Marketing
The Ohio State University 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Christopher Naidu Christopher Naidu's Merrill Lynch Experience September 2012 - May 2013
Job SALT Intern KPMG
Industry Accounting
Experience
KPMG US June 2015 - August 2015
AGC Partners May 2015 - May 2015
Mediterranean Shipping Company October 2013 - August 2014
Mediterranean Shipping Company July 2013 - October 2013
Merrill Lynch September 2012 - May 2013
Mediterranean Shipping Company December 2012 - January 2013
Mediterranean Shipping Company May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Siasconset Market June 2010 - August 2011
Skills
Fluent in Spanish, Proficient in Microsoft..., Microsoft Excel, Customer Service, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Economics, Market Research, Research, International Relations, Marketing, Stata, Bloomberg, Facebook, Bloomberg Terminal, English, Photoshop, Public Relations, Outlook, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Accounting
Trinity College-Hartford 2009 — 2013
B.A, Economics
Western Reserve Academy 2005 — 2009
KPMG US June 2015 - August 2015
AGC Partners May 2015 - May 2015
Mediterranean Shipping Company October 2013 - August 2014
Mediterranean Shipping Company July 2013 - October 2013
Merrill Lynch September 2012 - May 2013
Mediterranean Shipping Company December 2012 - January 2013
Mediterranean Shipping Company May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Siasconset Market June 2010 - August 2011
Skills
Fluent in Spanish, Proficient in Microsoft..., Microsoft Excel, Customer Service, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Economics, Market Research, Research, International Relations, Marketing, Stata, Bloomberg, Facebook, Bloomberg Terminal, English, Photoshop, Public Relations, Outlook, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Accounting
Trinity College-Hartford 2009 — 2013
B.A, Economics
Western Reserve Academy 2005 — 2009
William Nazar de Jaucourt's Merrill Lynch Experience March 2011 - Present
Job Alternative Investments Origination and Product Management
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
U.S. Trust October 2007 - March 2011
Vail Associates 2006 - 2007
Education
Boston College 2002 — 2006
BA, Political Science / Economics
Salisbury School 1999 — 2002
NA
Merrill Lynch March 2011 - Present
U.S. Trust October 2007 - March 2011
Vail Associates 2006 - 2007
Education
Boston College 2002 — 2006
BA, Political Science / Economics
Salisbury School 1999 — 2002
NA
Melissa Rwambuya Melissa Rwambuya's Merrill Lynch Experience August 1998 - July 2002
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
Lindsay (Bolles) Olson Lindsay (Bolles) Olson's Merrill Lynch Experience November 2007 - September 2009
Job Product Line Director at Anchor Block Company
Industry Building Materials
Experience
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Karen McLean's Merrill Lynch Experience October 2007 - Present
Job Senior Vice President, eCommerce
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Thomson Financial January 2007 - October 2007
Morgan Stanley 2000 - 2007
Digitas 2000 - 2000
Boston.com 1999 - 2000
Education
Boston College
BA
Indiana University - Kelley School of Business
MBA
Merrill Lynch October 2007 - Present
Thomson Financial January 2007 - October 2007
Morgan Stanley 2000 - 2007
Digitas 2000 - 2000
Boston.com 1999 - 2000
Education
Boston College
BA
Indiana University - Kelley School of Business
MBA
Judy A. Albanese's Merrill Lynch Experience July 1980 - January 1984
Job Broker/Associate at Re/Max Advantage Group
Industry Real Estate
Experience
Re/Max Advantage Group September 1993 - Present
Padula Properties, West Warwick RI August 1987 - August 1993
Merrill Lynch July 1980 - January 1984
Education
Boston College 1976 — 1980
BS, Finance
Re/Max Advantage Group September 1993 - Present
Padula Properties, West Warwick RI August 1987 - August 1993
Merrill Lynch July 1980 - January 1984
Education
Boston College 1976 — 1980
BS, Finance
Roman Brilman Roman Brilman's Merrill Lynch Experience June 2001 - June 2002
Job
Industry Investment Banking
Experience
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Randal Stephenson Randal Stephenson's Merrill Lynch Experience March 2000 - July 2002
Job Chief Executive Officer of IIP Securities LLC
Industry Financial Services
Experience
IIP Securities LLC / International Investment Partners LLC June 2012 - Present
Duff & Phelps Securities, LLC November 2010 - June 2012
Burnham Financial Group / Burnham Securities LLC January 2009 - November 2010
Pali Capital Inc. April 2008 - December 2008
CIT April 2006 - June 2007
Jefferies & Company August 2002 - April 2006
Merrill Lynch March 2000 - July 2002
Wolfensohn & Co. April 1996 - March 2000
The Chase Manhattan Bank August 1994 - March 1996
ITOCHU International Inc. April 1990 - June 1994
Skills
Business Services, Mergers, Capital Raising, Bankruptcy, Special Situations, Investment Banking, Debt, Corporate Finance, Venture Capital, Private Equity, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Harvard Business School 1988 — 1990
MBA
Boston College Law School 1983 — 1986
JD
University of Michigan 1978 — 1982
BA
IIP Securities LLC / International Investment Partners LLC June 2012 - Present
Duff & Phelps Securities, LLC November 2010 - June 2012
Burnham Financial Group / Burnham Securities LLC January 2009 - November 2010
Pali Capital Inc. April 2008 - December 2008
CIT April 2006 - June 2007
Jefferies & Company August 2002 - April 2006
Merrill Lynch March 2000 - July 2002
Wolfensohn & Co. April 1996 - March 2000
The Chase Manhattan Bank August 1994 - March 1996
ITOCHU International Inc. April 1990 - June 1994
Skills
Business Services, Mergers, Capital Raising, Bankruptcy, Special Situations, Investment Banking, Debt, Corporate Finance, Venture Capital, Private Equity, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Harvard Business School 1988 — 1990
MBA
Boston College Law School 1983 — 1986
JD
University of Michigan 1978 — 1982
BA
Bob Stanley's Merrill Lynch Experience 2004 - 2008
Job CoManaging Partner at Evolution Media Capital
Industry
Experience
Evolution Media Capital June 2008 - Present
Merrill Lynch 2004 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management
Evolution Media Capital June 2008 - Present
Merrill Lynch 2004 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management
Constantine Schidlovsky's Merrill Lynch Experience June 2011 - August 2012
Job Business Development and Marketing Manager at Algren Associates, Inc
Industry Financial Services
Experience
Algren Associates, Inc June 2015 - Present
Algren Associates, Inc October 2013 - May 2015
Alstom Transport June 2012 - August 2012
Merrill Lynch June 2011 - August 2012
Skills
Management, Analysis, Marketing, Facebook, Email Marketing, Logistics, Research, Microsoft Word, Sales, Microsoft Excel, Microsoft Office, Life Insurance, Long Term Care Insurance, Annuity Sales, Prezi, PowerPoint, Social Media
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Marketing
North Shore High School
Algren Associates, Inc June 2015 - Present
Algren Associates, Inc October 2013 - May 2015
Alstom Transport June 2012 - August 2012
Merrill Lynch June 2011 - August 2012
Skills
Management, Analysis, Marketing, Facebook, Email Marketing, Logistics, Research, Microsoft Word, Sales, Microsoft Excel, Microsoft Office, Life Insurance, Long Term Care Insurance, Annuity Sales, Prezi, PowerPoint, Social Media
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Marketing
North Shore High School
Kelly Von Ahn's Merrill Lynch Experience April 2012 - Present
Job Vice President Financial Services Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Merrill Lynch October 2008 - April 2012
Banc of America Investment Services, Inc. June 2005 - October 2008
Skills
Series 7, Series 66, Wealth Management, Financial Modeling, Financial Analysis, Customer Service, Asset Allocation
Education
Boston College 2001 — 2005
B.S., Finance, Marketing
Merrill Lynch April 2012 - Present
Merrill Lynch October 2008 - April 2012
Banc of America Investment Services, Inc. June 2005 - October 2008
Skills
Series 7, Series 66, Wealth Management, Financial Modeling, Financial Analysis, Customer Service, Asset Allocation
Education
Boston College 2001 — 2005
B.S., Finance, Marketing
Laura Brodigan's Merrill Lynch Experience January 2012 - May 2012
Job CoFounder at Sitter Squad, Analyst at TJX
Industry Higher Education
Experience
The TJX Companies, Inc. August 2014 - Present
Sitter Squad, LLC October 2013 - Present
The TJX Companies, Inc. August 2014 - September 2014
Boston College September 2010 - May 2014
State Financial Services May 2013 - October 2013
K Sports & Entertainment LLC June 2013 - August 2013
Boston Bruins May 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Merrill Lynch January 2012 - May 2012
TJX June 2011 - August 2011
Skills
PowerPoint, Time Management, Forecasting, Budgets, Accounts Payable, Accounts Receivable, Project Planning, Sales, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Social Media, Research, Public Speaking, Spanish, Financial Analysis, Financial Modeling, Finance
Education
Boston College 2010 — 2014
Bachelor's degree, Finance and Marketing
Lynnfield High School 2006 — 2010
High School Diploma
Massachusetts College of Art and Design
Certificate of Design, Fashion/Apparel Design
The TJX Companies, Inc. August 2014 - Present
Sitter Squad, LLC October 2013 - Present
The TJX Companies, Inc. August 2014 - September 2014
Boston College September 2010 - May 2014
State Financial Services May 2013 - October 2013
K Sports & Entertainment LLC June 2013 - August 2013
Boston Bruins May 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Merrill Lynch January 2012 - May 2012
TJX June 2011 - August 2011
Skills
PowerPoint, Time Management, Forecasting, Budgets, Accounts Payable, Accounts Receivable, Project Planning, Sales, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Social Media, Research, Public Speaking, Spanish, Financial Analysis, Financial Modeling, Finance
Education
Boston College 2010 — 2014
Bachelor's degree, Finance and Marketing
Lynnfield High School 2006 — 2010
High School Diploma
Massachusetts College of Art and Design
Certificate of Design, Fashion/Apparel Design
James P. Maguire's Merrill Lynch Experience May 2008 - August 2009
Job Experienced Associate at PwC Advisory
Industry Financial Services
Experience
PwC November 2014 - Present
J.P. Morgan July 2011 - November 2014
Raytheon May 2010 - August 2010
Merrill Lynch May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Strategy, Management Consulting, Project Management, Financial Modeling, IT Strategy, Change Management, Business Analysis
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (BS), Accounting and Leadership Management
PwC November 2014 - Present
J.P. Morgan July 2011 - November 2014
Raytheon May 2010 - August 2010
Merrill Lynch May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Strategy, Management Consulting, Project Management, Financial Modeling, IT Strategy, Change Management, Business Analysis
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (BS), Accounting and Leadership Management
Laura Fallon's Merrill Lynch Experience May 2011 - August 2011
Job Advisory Senior Associate at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC August 2013 - June 2015
Boston College January 2010 - May 2013
PwC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Financial Reporting, Spanish, Financial Statements, Market Research, Event Planning, Customer Service, Teamwork, Corporate Finance, Data Analysis, Access, Finance, Economics, Financial Modeling, Leadership, Analysis, Research
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's degree, Accounting and Finance
Universidad Pablo de Olavide 2012 — 2012
International Business
PwC July 2015 - Present
PwC August 2013 - June 2015
Boston College January 2010 - May 2013
PwC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Financial Reporting, Spanish, Financial Statements, Market Research, Event Planning, Customer Service, Teamwork, Corporate Finance, Data Analysis, Access, Finance, Economics, Financial Modeling, Leadership, Analysis, Research
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's degree, Accounting and Finance
Universidad Pablo de Olavide 2012 — 2012
International Business
Jessica Sierra Jessica Sierra's Merrill Lynch Experience January 2005 - December 2009
Job Human Resources Manager at Beamonte Investments
Industry Investment Banking
Experience
Beamonte Investments January 2010 - Present
Merrill Lynch January 2005 - December 2009
Goldman Sachs June 2001 - August 2001
Skills
Private Equity, Latin America, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy, Strategic Planning, Venture Capital, Entrepreneurship, CCP, Finance
Education
Cornell University 1997 — 2001
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Beamonte Investments January 2010 - Present
Merrill Lynch January 2005 - December 2009
Goldman Sachs June 2001 - August 2001
Skills
Private Equity, Latin America, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy, Strategic Planning, Venture Capital, Entrepreneurship, CCP, Finance
Education
Cornell University 1997 — 2001
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Jeremiah Hegarty's Merrill Lynch Experience May 2010 - August 2010
Job Business Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. June 2011 - Present
Landscaping January 2004 - Present
Merrill Lynch May 2010 - August 2010
Skills
Equities, Management, Financial Analysis, Marketing, Strategy, Customer Service, Leadership, Financial Services, Analysis, Bloomberg, Financial Modeling, Investments, Strategic Planning
Education
Boston College - Business School Class of 2011 2007 — 2011
School, Finance and General Management
Boston College - Wallace E. Carroll Graduate School of Management
Ned Davis Research, Inc. June 2011 - Present
Landscaping January 2004 - Present
Merrill Lynch May 2010 - August 2010
Skills
Equities, Management, Financial Analysis, Marketing, Strategy, Customer Service, Leadership, Financial Services, Analysis, Bloomberg, Financial Modeling, Investments, Strategic Planning
Education
Boston College - Business School Class of 2011 2007 — 2011
School, Finance and General Management
Boston College - Wallace E. Carroll Graduate School of Management
Kevin O'Toole Kevin O'Toole's Merrill Lynch Experience May 2010 - July 2010
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors December 2014 - Present
State Street Global Advisors May 2013 - December 2014
Little Harbor Advisors LLC August 2011 - May 2013
Merrill Lynch May 2010 - July 2010
Tuckerbrook Alternative Investments May 2009 - August 2009
Skills
Series 7, Series 63, Investments, Equities, Mutual Funds, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Trusting Relationships, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Ithaca College 2007 — 2011
Finance
St. John's Prep
State Street Global Advisors December 2014 - Present
State Street Global Advisors May 2013 - December 2014
Little Harbor Advisors LLC August 2011 - May 2013
Merrill Lynch May 2010 - July 2010
Tuckerbrook Alternative Investments May 2009 - August 2009
Skills
Series 7, Series 63, Investments, Equities, Mutual Funds, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Trusting Relationships, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Ithaca College 2007 — 2011
Finance
St. John's Prep
Stephen Anders's Merrill Lynch Experience January 2010 - Present
Job Financial Adviser at Capital One Investments
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
BB&T 2013 - October 2014
Morgan Stanley September 2012 - July 2013
Bank of America June 2007 - January 2010
Education
Boston College 1991 — 1995
BA, Communications
Gonzaga
Merrill Lynch January 2010 - Present
BB&T 2013 - October 2014
Morgan Stanley September 2012 - July 2013
Bank of America June 2007 - January 2010
Education
Boston College 1991 — 1995
BA, Communications
Gonzaga
Kristen Sonntag's Merrill Lynch Experience 2000 - 2008
Job Sales Assistant at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services January 2015 - Present
Merrill Lynch 2000 - 2008
Charles Schwab 1990 - 2000
Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Boston College 1984 — 1988
Bachelor's degree, Speech Communications and Marketing
Capstone Partners Financial and Insurance Services January 2015 - Present
Merrill Lynch 2000 - 2008
Charles Schwab 1990 - 2000
Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Boston College 1984 — 1988
Bachelor's degree, Speech Communications and Marketing
Steven Rini's Merrill Lynch Experience September 2012 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Merrill Lynch August 2000 - Present
Skills
Certified Financial..., CIMA, Series 7, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Investments, CRPC, Asset Managment, Strategic Financial..., Portfolio Management, ETFs, Separately Managed..., Securities, Wealth Management..., 401k Rollovers, High Net Worth..., 529 Plans, IRAs, Bonds, Modern Portfolio Theory, Personal Financial..., Investment Advisory, Financial Analysis, Finance, Strategic Planning, Equities, Management, Financial Modeling, Asset Management, Financial Planning, Series 63
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
Boston College - Carroll School of Management 1996 — 2000
MS, Finance
St. Ignatius High School 1992 — 1995
Merrill Lynch September 2012 - Present
Merrill Lynch August 2000 - Present
Skills
Certified Financial..., CIMA, Series 7, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Investments, CRPC, Asset Managment, Strategic Financial..., Portfolio Management, ETFs, Separately Managed..., Securities, Wealth Management..., 401k Rollovers, High Net Worth..., 529 Plans, IRAs, Bonds, Modern Portfolio Theory, Personal Financial..., Investment Advisory, Financial Analysis, Finance, Strategic Planning, Equities, Management, Financial Modeling, Asset Management, Financial Planning, Series 63
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
Boston College - Carroll School of Management 1996 — 2000
MS, Finance
St. Ignatius High School 1992 — 1995
Matthew Ballensweig's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates July 2014 - Present
Fidelity Investments July 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Petro Oil May 2010 - August 2010
Skills
Bloomberg, Equities, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Windows, Public Speaking, Financial Analysis, Financial Modeling, Finance, Economics, Investments, Securities, Bonds, Business Analysis, Fixed Income, Trading Systems, Data Analysis, Series 7, Series 63, Accounting, Trading, Electronic Trading, Microsoft Office, Portfolio Management
Education
Boston College - Carroll School of Management 2009 — 2013
BSc, Finance and Accounting
Syosset High School
Bridgewater Associates July 2014 - Present
Fidelity Investments July 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Petro Oil May 2010 - August 2010
Skills
Bloomberg, Equities, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Windows, Public Speaking, Financial Analysis, Financial Modeling, Finance, Economics, Investments, Securities, Bonds, Business Analysis, Fixed Income, Trading Systems, Data Analysis, Series 7, Series 63, Accounting, Trading, Electronic Trading, Microsoft Office, Portfolio Management
Education
Boston College - Carroll School of Management 2009 — 2013
BSc, Finance and Accounting
Syosset High School
Sandra Seiler, MBA Sandra Seiler, MBA's Merrill Lynch Experience July 1983 - August 1988
Job Seiler Business Support Services
Industry Management Consulting
Experience
Executive Focus Connections July 2014 - Present
Seiler Business Support Services August 2009 - Present
Educate for Success September 2010 - April 2015
Cochlear Americas 2000 - 2011
AG Bell Florida, a state chapter of Alexander Graham Bell Association for the Deaf/Hard of Hearing April 2001 - May 2010
Republic National Bank of NY July 1989 - September 1995
Republic National Bank of New York August 1988 - September 1995
Merrill Lynch July 1983 - August 1988
Skills
Budgets, Strategy, Microsoft Excel, Strategic Planning, Microsoft Office, QuickBooks, Marketing, Financial Reporting, Project Management, Project Planning, Business Process..., Microsoft Word, Operations Management, PowerPoint, Bookkeeping, Business Strategy, Cochlear Implants, Hearing Loss, Talent Acquisition, Human Resources, Contract Recruitment, Talent Mining, Internal Communications, Marketing Communications, Communication Skills, Social Media Marketing, Social Networking, Small Business, Quality Assurance, Non-profits, Account Reconciliation, Budgeting, Quicken, Excel, Problem Solving, Word, Outlook, Social Media Integration, Educational Leadership, Peer Tutoring, Child Advocacy, Patient Advocacy, Event Management, Nonprofits, Management
Education
Florida Atlantic University 2008 — 2010
MBA, International Business Administration
Boston College
Bachelor of Arts, Sociology and Marketing
Boston College
BA, Sociology, Marketing
Executive Focus Connections July 2014 - Present
Seiler Business Support Services August 2009 - Present
Educate for Success September 2010 - April 2015
Cochlear Americas 2000 - 2011
AG Bell Florida, a state chapter of Alexander Graham Bell Association for the Deaf/Hard of Hearing April 2001 - May 2010
Republic National Bank of NY July 1989 - September 1995
Republic National Bank of New York August 1988 - September 1995
Merrill Lynch July 1983 - August 1988
Skills
Budgets, Strategy, Microsoft Excel, Strategic Planning, Microsoft Office, QuickBooks, Marketing, Financial Reporting, Project Management, Project Planning, Business Process..., Microsoft Word, Operations Management, PowerPoint, Bookkeeping, Business Strategy, Cochlear Implants, Hearing Loss, Talent Acquisition, Human Resources, Contract Recruitment, Talent Mining, Internal Communications, Marketing Communications, Communication Skills, Social Media Marketing, Social Networking, Small Business, Quality Assurance, Non-profits, Account Reconciliation, Budgeting, Quicken, Excel, Problem Solving, Word, Outlook, Social Media Integration, Educational Leadership, Peer Tutoring, Child Advocacy, Patient Advocacy, Event Management, Nonprofits, Management
Education
Florida Atlantic University 2008 — 2010
MBA, International Business Administration
Boston College
Bachelor of Arts, Sociology and Marketing
Boston College
BA, Sociology, Marketing
Ben Sherwin Ben Sherwin's Merrill Lynch Experience October 2004 - April 2010
Job General Counsel at Ipreo
Industry Financial Services
Experience
Ipreo April 2012 - Present
Bank of America May 2010 - April 2012
Merrill Lynch October 2004 - April 2010
Sidley Austin September 1997 - September 2004
Education
Boston College Law School 1994 — 1997
JD
King's College London 1991 — 1992
MA, War Studies
Yale University 1987 — 1991
BA, History
Ipreo April 2012 - Present
Bank of America May 2010 - April 2012
Merrill Lynch October 2004 - April 2010
Sidley Austin September 1997 - September 2004
Education
Boston College Law School 1994 — 1997
JD
King's College London 1991 — 1992
MA, War Studies
Yale University 1987 — 1991
BA, History
sophie gorman sophie gorman's Merrill Lynch Experience June 2015 - Present
Job Financial Analyst at Merrill Lynch
Industry Higher Education
Experience
Babysitting 2009 - Present
Merrill Lynch June 2015 - Present
Nest 58 November 2014 - Present
Boston College September 2013 - Present
Mirbeau Inn & Spa May 2014 - August 2014
Abercrombie & Fitch June 2013 - August 2013
Skaneateles Country Club July 2009 - August 2013
Skills
Social Media, Social Networking, Event Planning, Research, Public Speaking, Social Media Marketing, Photoshop, Customer Service, Retail, Store Management, Communication, Microsoft Excel, Financial Analysis
Education
Boston College 2013 — 2017
Communications and psychology & human development, Sophomore
Universidad Complutense de Madrid 2015 — 2015
skaneateles high school 2009 — 2013
Babysitting 2009 - Present
Merrill Lynch June 2015 - Present
Nest 58 November 2014 - Present
Boston College September 2013 - Present
Mirbeau Inn & Spa May 2014 - August 2014
Abercrombie & Fitch June 2013 - August 2013
Skaneateles Country Club July 2009 - August 2013
Skills
Social Media, Social Networking, Event Planning, Research, Public Speaking, Social Media Marketing, Photoshop, Customer Service, Retail, Store Management, Communication, Microsoft Excel, Financial Analysis
Education
Boston College 2013 — 2017
Communications and psychology & human development, Sophomore
Universidad Complutense de Madrid 2015 — 2015
skaneateles high school 2009 — 2013
Kimberly Attia's Merrill Lynch Experience June 2011 - August 2011
Job Consultant, FTI Consulting EPP
Industry Research
Experience
FTI Consulting July 2015 - Present
Tufts University September 2014 - May 2015
Learning Resources for Student-Athletes at Boston College November 2011 - May 2014
Operations Management Department Boston College May 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Economics, Statistics, Stata, SPSS, Data Analysis, Public Speaking, Research, Microsoft Office, French, Very comfortable with..., Fairly comfortable with..., Teaching, Windows, OS X, Calculations, Higher Education, Mathematics, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Quantative Analysis, Econometrics, Teamwork, Analysis, Problem Solving
Education
Tufts University 2014 — 2015
Master of Science (M.Sc.), Economics, 3.88
Boston College 2010 — 2014
Economics, Bachelor of Arts (B.A.); Mathematics, Bachelor of Science (B.S.), Economics, 3.58
Community School of Naples 2006 — 2010
High School
FTI Consulting July 2015 - Present
Tufts University September 2014 - May 2015
Learning Resources for Student-Athletes at Boston College November 2011 - May 2014
Operations Management Department Boston College May 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Economics, Statistics, Stata, SPSS, Data Analysis, Public Speaking, Research, Microsoft Office, French, Very comfortable with..., Fairly comfortable with..., Teaching, Windows, OS X, Calculations, Higher Education, Mathematics, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Quantative Analysis, Econometrics, Teamwork, Analysis, Problem Solving
Education
Tufts University 2014 — 2015
Master of Science (M.Sc.), Economics, 3.88
Boston College 2010 — 2014
Economics, Bachelor of Arts (B.A.); Mathematics, Bachelor of Science (B.S.), Economics, 3.58
Community School of Naples 2006 — 2010
High School
Suzette Meyer's Merrill Lynch Experience 1999 - 2003
Job Regional Account Manager
Industry Computer Software
Experience
Fleetmatics 2014 - Present
Operation: Hire Our Heroes 2012 - 2013
Morgan Stanley Smith Barney 2008 - 2011
Blauvelt Investment Group 2003 - 2008
Merrill Lynch 1999 - 2003
A.G. Edwards & Sons 1993 - 1999
Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management
Education
Boston College
Bachelor of Arts (B.A.)
Boston College
Bachelor's degree
Fleetmatics 2014 - Present
Operation: Hire Our Heroes 2012 - 2013
Morgan Stanley Smith Barney 2008 - 2011
Blauvelt Investment Group 2003 - 2008
Merrill Lynch 1999 - 2003
A.G. Edwards & Sons 1993 - 1999
Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management
Education
Boston College
Bachelor of Arts (B.A.)
Boston College
Bachelor's degree
Brian Garcia, CFA Brian Garcia, CFA's Merrill Lynch Experience December 2006 - October 2012
Job Associate at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
Longfellow Investment Management Co. January 2014 - December 2014
Advent International February 2013 - July 2013
Merrill Lynch December 2006 - October 2012
Skills
Mutual Funds, Asset Allocation, Financial Analysis, Portfolio Management, Series 7, Investments, Alternative Investments, Data Analysis, Private Equity, Compliance, series 66, Chartered Financial..., Retirement, Wealth, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Wealth Management..., Separately Managed..., Wealth Management, High Net Worth..., Retirement Planning, Morningstar, Thompson One, Financial Modeling, Fixed Income, Equities
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2002 — 2006
BA, Economics and Legal Studies
Standard & Poor's January 2015 - Present
Longfellow Investment Management Co. January 2014 - December 2014
Advent International February 2013 - July 2013
Merrill Lynch December 2006 - October 2012
Skills
Mutual Funds, Asset Allocation, Financial Analysis, Portfolio Management, Series 7, Investments, Alternative Investments, Data Analysis, Private Equity, Compliance, series 66, Chartered Financial..., Retirement, Wealth, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Wealth Management..., Separately Managed..., Wealth Management, High Net Worth..., Retirement Planning, Morningstar, Thompson One, Financial Modeling, Fixed Income, Equities
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2002 — 2006
BA, Economics and Legal Studies
Johnny Ayers's Merrill Lynch Experience June 2007 - August 2007
Job CoFounder & SVP of Business Development, Socure
Industry Computer Software
Experience
Socure September 2012 - Present
Hopskoch November 2012 - November 2013
Pager May 2013 - October 2013
Endeavor Up January 2011 - January 2013
Endeavor Up January 2011 - January 2013
IBM October 2009 - March 2011
Boston College June 2004 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Management Consulting, Strategic Planning, Business Development, Business Strategy, Project Management, Competitive Analysis, Strategy, Analysis, Marketing, Entrepreneurship, Start-ups, Finance, Strategic Partnerships, Mergers & Acquisitions, Operations Management, Direct Sales, Venture Capital, Online Fraud, Financial Services, Outsourcing, SaaS, Enterprise Software, Lead Generation, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MS, Finance
Boston College - Carroll School of Management 2004 — 2008
BS, Finance
Socure September 2012 - Present
Hopskoch November 2012 - November 2013
Pager May 2013 - October 2013
Endeavor Up January 2011 - January 2013
Endeavor Up January 2011 - January 2013
IBM October 2009 - March 2011
Boston College June 2004 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Management Consulting, Strategic Planning, Business Development, Business Strategy, Project Management, Competitive Analysis, Strategy, Analysis, Marketing, Entrepreneurship, Start-ups, Finance, Strategic Partnerships, Mergers & Acquisitions, Operations Management, Direct Sales, Venture Capital, Online Fraud, Financial Services, Outsourcing, SaaS, Enterprise Software, Lead Generation, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MS, Finance
Boston College - Carroll School of Management 2004 — 2008
BS, Finance
Kevin Kenny's Merrill Lynch Experience February 1993 - September 2007
Job Registered Principal at Consilium Investments,LLC
Industry Financial Services
Experience
Consilium Investments, LLC September 2007 - Present
Merrill Lynch February 1993 - September 2007
School of the Cathedral of Mary Our Queen 2000 - 2005
Comdisco, Inc June 1988 - February 1993
EMC Computer Systems May 1986 - June 1988
Skills
Securities, Investments, Variable Annuities, Estate Planning, General Securities..., Fixed Annuities, Annuities, 401k Rollovers, Financial Advisory, Insurance, Retirement Plan..., Tax-Efficient Strategies, Finance, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Marketing, Sales, Equities
Education
Boston College 1982 — 1986
BA, Economics & Philosophy
Ridge High School 1978 — 1982
Consilium Investments, LLC September 2007 - Present
Merrill Lynch February 1993 - September 2007
School of the Cathedral of Mary Our Queen 2000 - 2005
Comdisco, Inc June 1988 - February 1993
EMC Computer Systems May 1986 - June 1988
Skills
Securities, Investments, Variable Annuities, Estate Planning, General Securities..., Fixed Annuities, Annuities, 401k Rollovers, Financial Advisory, Insurance, Retirement Plan..., Tax-Efficient Strategies, Finance, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Marketing, Sales, Equities
Education
Boston College 1982 — 1986
BA, Economics & Philosophy
Ridge High School 1978 — 1982
Daniel Segura Daniel Segura's Merrill Lynch Experience June 2008 - August 2008
Job Senior Internal Auditor
Industry Management Consulting
Experience
MFS Investment Management August 2015 - Present
McGladrey October 2014 - Present
McGladrey April 2013 - Present
Harvard University June 2012 - March 2013
Harvard University March 2010 - June 2012
McCombs School of Business August 2008 - December 2009
General Electric May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Financial..., Investments, Microsoft Excel, Valuation, Financial Reporting, Research, Risk Management, Enterprise Risk..., Risk Analysis, SOX 404, Internal Controls, Internal Audit, COSO ERM, Forecasting, Sarbanes-Oxley Act, Auditing
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
MFS Investment Management August 2015 - Present
McGladrey October 2014 - Present
McGladrey April 2013 - Present
Harvard University June 2012 - March 2013
Harvard University March 2010 - June 2012
McCombs School of Business August 2008 - December 2009
General Electric May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Financial..., Investments, Microsoft Excel, Valuation, Financial Reporting, Research, Risk Management, Enterprise Risk..., Risk Analysis, SOX 404, Internal Controls, Internal Audit, COSO ERM, Forecasting, Sarbanes-Oxley Act, Auditing
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Matthew Moon's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor, Winn Wealth Management Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Pure Hockey July 2006 - October 2011
Skills
Financial Planning, Investment Advisory, Retirement Solutions, Wealth Management, Series 7, Securities, 401k, Bonds, Portfolio Management, Uniform Combined State..., Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Merrill Lynch October 2011 - Present
Pure Hockey July 2006 - October 2011
Skills
Financial Planning, Investment Advisory, Retirement Solutions, Wealth Management, Series 7, Securities, 401k, Bonds, Portfolio Management, Uniform Combined State..., Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Edward McCarthy Edward McCarthy's Merrill Lynch Experience June 2006 - February 2009
Job Director of Marketing & Investor Relations, Eagle's View Capital Management
Industry Financial Services
Experience
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Elizabeth Harold's Merrill Lynch Experience 2004 - 2010
Job Harold, Salant, Strassfield & Spielberg
Industry Law Practice
Experience
Harold, Salant, Strassfield & Spielberg September 2014 - Present
McDermott Will & Emery January 2012 - May 2012
Merrill Lynch 2004 - 2010
Skills
Labor Relations, Employment Law, Estate Planning, Preparation of Wills, Probate Administration, Real Estate, Legal Research, Legal Writing, Private Equity, Mergers & Acquisitions, Litigation, Due Diligence, Civil Litigation, Courts
Education
Vermont Law School 2010 — 2013
J.D., Business and Environmental Law
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Harold, Salant, Strassfield & Spielberg September 2014 - Present
McDermott Will & Emery January 2012 - May 2012
Merrill Lynch 2004 - 2010
Skills
Labor Relations, Employment Law, Estate Planning, Preparation of Wills, Probate Administration, Real Estate, Legal Research, Legal Writing, Private Equity, Mergers & Acquisitions, Litigation, Due Diligence, Civil Litigation, Courts
Education
Vermont Law School 2010 — 2013
J.D., Business and Environmental Law
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Timothy Leslie Timothy Leslie's Merrill Lynch Experience 2002 - 2002
Job MBA, PMP, Business Consultant, Partnerships, Strategic Advisory and Value Creation
Industry Management Consulting
Experience
Art & Science Collaborative, LLC 2015 - Present
Intuitive Surgical Corporation 2013 - 2014
Gallup Consulting 2011 - 2013
Lockheed Martin 2005 - 2010
LCG Associates 2004 - 2005
Prudential Financial 2003 - 2003
Merrill Lynch 2002 - 2002
Skills
Strategy, Competitive Analysis, Financial Analysis, Project Management, Management Consulting, Business Development, Sales Management, Consulting
Education
Goizueta Business School, Emory University 2010 — 2011
MBA, Operations and Management, Real Estate, and Marketing
Boston College 2000 — 2004
BS, Finance and Marketing
Art & Science Collaborative, LLC 2015 - Present
Intuitive Surgical Corporation 2013 - 2014
Gallup Consulting 2011 - 2013
Lockheed Martin 2005 - 2010
LCG Associates 2004 - 2005
Prudential Financial 2003 - 2003
Merrill Lynch 2002 - 2002
Skills
Strategy, Competitive Analysis, Financial Analysis, Project Management, Management Consulting, Business Development, Sales Management, Consulting
Education
Goizueta Business School, Emory University 2010 — 2011
MBA, Operations and Management, Real Estate, and Marketing
Boston College 2000 — 2004
BS, Finance and Marketing
William Morrissey's Merrill Lynch Experience 1999 - 2000
Job Managing Director, President LPL Financial Independent Advisor Services at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL Financial April 2014 - Present
LPL Financial October 2006 - Present
LPL Financial April 2004 - March 2007
Fidelity Investments 1986 - 2003
Merrill Lynch 1999 - 2000
Skills
Series 7, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory, Series 24, Asset Allocation, Strategic Financial..., Insurance, Management Consulting, Portfolio Management, Securities, Financial Services, Equities, FINRA, Mergers & Acquisitions, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Fixed Annuities, Investment Management, Separately Managed...
Education
Boston College 1982 — 1986
Bachelor of Science, Political Science
LPL Financial March 2015 - Present
LPL Financial April 2014 - Present
LPL Financial October 2006 - Present
LPL Financial April 2004 - March 2007
Fidelity Investments 1986 - 2003
Merrill Lynch 1999 - 2000
Skills
Series 7, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory, Series 24, Asset Allocation, Strategic Financial..., Insurance, Management Consulting, Portfolio Management, Securities, Financial Services, Equities, FINRA, Mergers & Acquisitions, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Fixed Annuities, Investment Management, Separately Managed...
Education
Boston College 1982 — 1986
Bachelor of Science, Political Science
Lauren Pike's Merrill Lynch Experience January 2011 - May 2011
Job Coordinator, Brand Management at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren November 2013 - Present
Lou Hammond & Associates April 2013 - November 2013
Lou Hammond & Associates June 2012 - October 2013
Wayne Lachman Productions September 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Boston College Athletic Administration October 2008 - May 2011
Edith C. Baker School January 2010 - December 2010
Wayne Lachman Productions June 2009 - August 2009
Conde Nast 2008 - 2008
Education
Boston College 2007 — 2011
BA, Communications and Education
School of the Holy Child 2003 — 2007
Ralph Lauren November 2013 - Present
Lou Hammond & Associates April 2013 - November 2013
Lou Hammond & Associates June 2012 - October 2013
Wayne Lachman Productions September 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Boston College Athletic Administration October 2008 - May 2011
Edith C. Baker School January 2010 - December 2010
Wayne Lachman Productions June 2009 - August 2009
Conde Nast 2008 - 2008
Education
Boston College 2007 — 2011
BA, Communications and Education
School of the Holy Child 2003 — 2007
Rob Guerriero's Merrill Lynch Experience June 2011 - August 2011
Job University at Buffalo School of Dental Medicine
Industry Hospital & Health Care
Experience
University at Buffalo School of Dental Medicine August 2013 - Present
Memorial Sloan-Kettering Cancer Center July 2012 - August 2013
Memorial Sloan-Kettering Cancer Center July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
Hospitals, Healthcare, Clinical Research, Healthcare Management, Nursing, EMR, Healthcare Information..., Public Health, BLS, Patient Safety, Inpatient, Medicine, Critical Care, Pediatrics, Oncology, ACLS, Epic Systems, HIPAA, Medical Education, Cancer
Education
University at Buffalo School of Dental Medicine 2013 — 2017
DDS, Dentistry
Boston College 2008 — 2012
Bachelor of Science (BS), Chemistry
University at Buffalo School of Dental Medicine August 2013 - Present
Memorial Sloan-Kettering Cancer Center July 2012 - August 2013
Memorial Sloan-Kettering Cancer Center July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
Hospitals, Healthcare, Clinical Research, Healthcare Management, Nursing, EMR, Healthcare Information..., Public Health, BLS, Patient Safety, Inpatient, Medicine, Critical Care, Pediatrics, Oncology, ACLS, Epic Systems, HIPAA, Medical Education, Cancer
Education
University at Buffalo School of Dental Medicine 2013 — 2017
DDS, Dentistry
Boston College 2008 — 2012
Bachelor of Science (BS), Chemistry
Matthiew Mendonca's Merrill Lynch Experience May 2012 - August 2012
Job Cash Desk Associate at PIMCO
Industry Investment Management
Experience
PIMCO June 2013 - Present
Merrill Lynch May 2012 - August 2012
Blistt, LLC March 2010 - June 2012
The Bernards Inn May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Sales, Public Speaking, Microsoft Word, Team Building, Thomson One Analytics, Customer Service, Budgets, Hospitality, Entrepreneurship, Stata, Cash Management, Fixed Income, Data Analysis, Bonds, Outlook, Bloomberg, Economics
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Economics
PIMCO June 2013 - Present
Merrill Lynch May 2012 - August 2012
Blistt, LLC March 2010 - June 2012
The Bernards Inn May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Sales, Public Speaking, Microsoft Word, Team Building, Thomson One Analytics, Customer Service, Budgets, Hospitality, Entrepreneurship, Stata, Cash Management, Fixed Income, Data Analysis, Bonds, Outlook, Bloomberg, Economics
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Economics
Mark (Duke) Mulvoy, CPM ®'s Merrill Lynch Experience September 2007 - February 2010
Job Principal at Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors January 2013 - Present
Salisbury School March 2010 - October 2013
Academy of Certified Portfolio Managers August 2011 - September 2013
Constellation Wealth Advisors February 2010 - December 2012
Merrill Lynch September 2007 - February 2010
Quebecor World March 2000 - September 2007
jjc specialist 1995 - 1998
Skills
Investments, Equities, Series 7, Asset Managment, Fixed Income, Financial Analysis, Hedge Funds, Strategic Planning, Series 63, Venture Capital, Portfolio Management, Private Equity, Alternative Investments, Financial Services, New Business Development, Financial Advisory, Trading
Education
Boston College 1992 — 1996
BA
Salisbury School 1989 — 1992
Constellation Wealth Advisors January 2013 - Present
Salisbury School March 2010 - October 2013
Academy of Certified Portfolio Managers August 2011 - September 2013
Constellation Wealth Advisors February 2010 - December 2012
Merrill Lynch September 2007 - February 2010
Quebecor World March 2000 - September 2007
jjc specialist 1995 - 1998
Skills
Investments, Equities, Series 7, Asset Managment, Fixed Income, Financial Analysis, Hedge Funds, Strategic Planning, Series 63, Venture Capital, Portfolio Management, Private Equity, Alternative Investments, Financial Services, New Business Development, Financial Advisory, Trading
Education
Boston College 1992 — 1996
BA
Salisbury School 1989 — 1992
Todd Roitfarb's Merrill Lynch Experience June 2008 - January 2009
Job Partner at InvestSoft Technology
Industry Financial Services
Experience
InvestSoft Technology November 2010 - Present
Ernst & Young July 2009 - November 2010
Mirus Capital Advisors November 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Fidelity Investments 2002 - 2007
Skills
Valuation, Financial Modeling, Accounting, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Risk, Investment Banking, Investments, Leadership, Mergers, Mergers, Portfolio Management, Private Equity, Trading, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Finance - Asset Management & Corporate Finance
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance
InvestSoft Technology November 2010 - Present
Ernst & Young July 2009 - November 2010
Mirus Capital Advisors November 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Fidelity Investments 2002 - 2007
Skills
Valuation, Financial Modeling, Accounting, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Risk, Investment Banking, Investments, Leadership, Mergers, Mergers, Portfolio Management, Private Equity, Trading, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Finance - Asset Management & Corporate Finance
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance
Kevin Connors Kevin Connors's Merrill Lynch Experience September 2005 - January 2006
Job Program Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Kristin Reilly Kristin Reilly's Merrill Lynch Experience 2003 - 2005
Job VP of Investor Relations at CapitalSpring
Industry Venture Capital & Private Equity
Experience
CapitalSpring September 2014 - Present
GoldenTree Asset Management August 2012 - August 2014
Cambrian Consulting 2011 - 2012
Bank of America Merrill Lynch August 2009 - July 2011
Bank of America Merrill Lynch 2005 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 2002 - 2003
Arthur Andersen 2000 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Boston College 1996 — 2000
B.S., Finance and accounting
BHS
CapitalSpring September 2014 - Present
GoldenTree Asset Management August 2012 - August 2014
Cambrian Consulting 2011 - 2012
Bank of America Merrill Lynch August 2009 - July 2011
Bank of America Merrill Lynch 2005 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 2002 - 2003
Arthur Andersen 2000 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Boston College 1996 — 2000
B.S., Finance and accounting
BHS
Melissa Te Melissa Te's Merrill Lynch Experience June 2006 - August 2006
Job Assistant Buyer Women's Contemporary at Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue November 2014 - Present
Saks Fifth Avenue July 2014 - October 2014
Saks Fifth Avenue January 2012 - June 2014
Gucci September 2011 - December 2011
Club Monaco June 2011 - August 2011
SunGard BancWare June 2008 - January 2011
Anthropologie, Receiving April 2007 - January 2011
Merrill Lynch, Wealth Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Abercrombie & Fitch 2005 - 2006
Skills
Retail, Management, Marketing, Merchandising, Fashion, Customer Service, Sales, Strategy, Salesforce.com, Leadership
Education
Parsons School of Design 2011 — 2011
AAS
Boston College 2004 — 2008
B.S.
Boston School of Fashion Design 2007 — 2007
Queen Mary University of London 2006 — 2006
Parsons School of Design 2005 — 2005
Summer Program
Saks Fifth Avenue November 2014 - Present
Saks Fifth Avenue July 2014 - October 2014
Saks Fifth Avenue January 2012 - June 2014
Gucci September 2011 - December 2011
Club Monaco June 2011 - August 2011
SunGard BancWare June 2008 - January 2011
Anthropologie, Receiving April 2007 - January 2011
Merrill Lynch, Wealth Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Abercrombie & Fitch 2005 - 2006
Skills
Retail, Management, Marketing, Merchandising, Fashion, Customer Service, Sales, Strategy, Salesforce.com, Leadership
Education
Parsons School of Design 2011 — 2011
AAS
Boston College 2004 — 2008
B.S.
Boston School of Fashion Design 2007 — 2007
Queen Mary University of London 2006 — 2006
Parsons School of Design 2005 — 2005
Summer Program
Brett Klein's Merrill Lynch Experience June 2009 - August 2010
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
L. Lloyd Mullings Jr's Merrill Lynch Experience March 2011 - May 2011
Job J.D. Candidate at Boston College Law School
Industry Law Practice
Experience
United States Army Reserve October 2013 - Present
iHeartMedia March 2015 - August 2015
Ernst & Young September 2012 - February 2015
Argopoint LLC June 2012 - June 2012
Boston University Internal Audit September 2010 - May 2012
Boston University Feld Career Center August 2010 - May 2012
Coburn & Meredith, Inc. May 2011 - August 2011
Boston University Athletics May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Boston University Center for English Language and Orientation Programs September 2009 - December 2010
Skills
Research, Accounting, Data Analysis, Career Counseling, Financial Analysis, Event Planning, PowerPoint, Microsoft Office, Leadership, Financial Modeling, Editing, Auditing, Microsoft Excel, Event Management, Presentations, Microsoft Word, Policy Analysis, Online Research, Risk Analysis, Student Counseling, Internal Audit, Procedural Analysis, Financial Research, Regulatory Analysis
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston University - Questrom School of Business 2008 — 2012
Bachelors of Science, Business Administration
Army Logistics University, United States Army 2014 — 2014
Officer Candidate School, United States Army 2014 — 2014
Basic Combat Training, United States Army 2013 — 2014
Lawrence Senior High School 2004 — 2008
United States Army Reserve October 2013 - Present
iHeartMedia March 2015 - August 2015
Ernst & Young September 2012 - February 2015
Argopoint LLC June 2012 - June 2012
Boston University Internal Audit September 2010 - May 2012
Boston University Feld Career Center August 2010 - May 2012
Coburn & Meredith, Inc. May 2011 - August 2011
Boston University Athletics May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Boston University Center for English Language and Orientation Programs September 2009 - December 2010
Skills
Research, Accounting, Data Analysis, Career Counseling, Financial Analysis, Event Planning, PowerPoint, Microsoft Office, Leadership, Financial Modeling, Editing, Auditing, Microsoft Excel, Event Management, Presentations, Microsoft Word, Policy Analysis, Online Research, Risk Analysis, Student Counseling, Internal Audit, Procedural Analysis, Financial Research, Regulatory Analysis
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston University - Questrom School of Business 2008 — 2012
Bachelors of Science, Business Administration
Army Logistics University, United States Army 2014 — 2014
Officer Candidate School, United States Army 2014 — 2014
Basic Combat Training, United States Army 2013 — 2014
Lawrence Senior High School 2004 — 2008
Ralph DiSerio's Merrill Lynch Experience August 1991 - April 2000
Job Managing Director at Athilon Structured Investment Advisors
Industry Investment Management
Experience
Athilon Structured Investment Advisors April 2006 - Present
XL Capital Assurance September 2001 - March 2006
JPMorgan April 2000 - May 2001
Merrill Lynch August 1991 - April 2000
Education
Duke University - The Fuqua School of Business 1986 — 1987
Boston College 1977 — 1981
BA, Economics
Athilon Structured Investment Advisors April 2006 - Present
XL Capital Assurance September 2001 - March 2006
JPMorgan April 2000 - May 2001
Merrill Lynch August 1991 - April 2000
Education
Duke University - The Fuqua School of Business 1986 — 1987
Boston College 1977 — 1981
BA, Economics
Matthew Waldman's Merrill Lynch Experience September 1996 - September 2000
Job Senior Vice President, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
Rachel Sasser's Merrill Lynch Experience August 2004 - September 2006
Job Sr Marketing Manager at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo April 2014 - Present
PepsiCo March 2013 - April 2014
PepsiCo September 2011 - March 2013
PepsiCo July 2010 - August 2011
PepsiCo March 2010 - July 2010
University of Notre Dame August 2007 - May 2009
Procter & Gamble May 2008 - August 2008
Smith-Dahmer Associates May 2007 - August 2007
Merrill Lynch August 2004 - September 2006
Boston College August 2000 - May 2004
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Management, Marketing
Boston College 2000 — 2004
BS Management, Finance, Marketing
PepsiCo April 2014 - Present
PepsiCo March 2013 - April 2014
PepsiCo September 2011 - March 2013
PepsiCo July 2010 - August 2011
PepsiCo March 2010 - July 2010
University of Notre Dame August 2007 - May 2009
Procter & Gamble May 2008 - August 2008
Smith-Dahmer Associates May 2007 - August 2007
Merrill Lynch August 2004 - September 2006
Boston College August 2000 - May 2004
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Management, Marketing
Boston College 2000 — 2004
BS Management, Finance, Marketing
Lauren Casper's Merrill Lynch Experience March 2004 - April 2010
Job Vice President, Marketing at Advent International
Industry Investment Management
Experience
Advent International July 2013 - Present
Athena Capital Advisors June 2011 - June 2013
Stonehorse Capital Management April 2010 - July 2011
Merrill Lynch March 2004 - April 2010
Skills
Marketing, Alternative Investments, Hedge Funds, Private Equity, Investments, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
Boston College 1999 — 2003
Bachelor of Science (BS), Marketing
Advent International July 2013 - Present
Athena Capital Advisors June 2011 - June 2013
Stonehorse Capital Management April 2010 - July 2011
Merrill Lynch March 2004 - April 2010
Skills
Marketing, Alternative Investments, Hedge Funds, Private Equity, Investments, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
Boston College 1999 — 2003
Bachelor of Science (BS), Marketing
Marty Naughton's Merrill Lynch Experience March 2008 - October 2010
Job Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
Thomas Bryant's Merrill Lynch Experience 1992 - 1996
Job Senior Managing Director at State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets, LLC May 1996 - Present
Merrill Lynch 1992 - 1996
Pershing Trading Co. 1987 - 1992
Skills
Electronic Trading, Fixed Income, Equities, Bloomberg, Capital Markets, Trading, Securities, Trading Systems, Financial Services, Hedge Funds, Derivatives, FINRA, Mutual Funds, Series 63, Portfolio Management, Equity Trading, Financial Markets, Series 7, Options, ETFs
Education
Boston College
BA
State Street Global Markets, LLC May 1996 - Present
Merrill Lynch 1992 - 1996
Pershing Trading Co. 1987 - 1992
Skills
Electronic Trading, Fixed Income, Equities, Bloomberg, Capital Markets, Trading, Securities, Trading Systems, Financial Services, Hedge Funds, Derivatives, FINRA, Mutual Funds, Series 63, Portfolio Management, Equity Trading, Financial Markets, Series 7, Options, ETFs
Education
Boston College
BA
Thomas Olk's Merrill Lynch Experience September 1999 - June 2002
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2002 - Present
Merrill Lynch September 1999 - June 2002
Education
Boston College 1995 — 1999
JPMorgan Chase June 2002 - Present
Merrill Lynch September 1999 - June 2002
Education
Boston College 1995 — 1999
Kevin O'Toole's Merrill Lynch Experience January 1985 - December 1989
Job Experienced Business and Technical Professional, currently a Director at Microsoft
Industry Information Technology and Services
Experience
Microsoft April 2014 - Present
Nokia August 2008 - April 2014
CIBER February 2006 - July 2008
SunGard January 2003 - November 2005
Fidelity Investments January 1990 - December 2001
Merrill Lynch January 1985 - December 1989
Skills
Agile Methodologies, CMMI, Software Project..., PMI, SDLC, Requirements Analysis, PMO, Testing, Team Management, Strategy, Project Planning, Scrum, Project Management, PMP, Process Improvement, Integration, IT Service Management, Cross-functional Team..., Program Management, Software Development, Vendor Management, ITIL, Leadership, Mobile Devices, Start-ups, Telecommunications, E-commerce, Business Analysis, Product Management, Business Intelligence, IT Management, IT Strategy, Business Process, Solution Architecture, Pre-sales
Education
Balanced Scorecard Boot Camp 2010 — 2010
Boston College 1979 — 1983
Finance
Catholic Memorial
Microsoft April 2014 - Present
Nokia August 2008 - April 2014
CIBER February 2006 - July 2008
SunGard January 2003 - November 2005
Fidelity Investments January 1990 - December 2001
Merrill Lynch January 1985 - December 1989
Skills
Agile Methodologies, CMMI, Software Project..., PMI, SDLC, Requirements Analysis, PMO, Testing, Team Management, Strategy, Project Planning, Scrum, Project Management, PMP, Process Improvement, Integration, IT Service Management, Cross-functional Team..., Program Management, Software Development, Vendor Management, ITIL, Leadership, Mobile Devices, Start-ups, Telecommunications, E-commerce, Business Analysis, Product Management, Business Intelligence, IT Management, IT Strategy, Business Process, Solution Architecture, Pre-sales
Education
Balanced Scorecard Boot Camp 2010 — 2010
Boston College 1979 — 1983
Finance
Catholic Memorial
Edwin Pierre's Merrill Lynch Experience June 2000 - June 2001
Job Director, Wealth Management Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Management and Research Company 2011 - April 2013
Fidelity Investments 2009 - 2011
The Hartford June 2008 - August 2008
The Bank of New York Mellon August 2005 - August 2007
Mellon Financial November 2001 - August 2005
Merrill Lynch June 2000 - June 2001
Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration & Master of Science in Finance
Fidelity Investments April 2013 - Present
Fidelity Management and Research Company 2011 - April 2013
Fidelity Investments 2009 - 2011
The Hartford June 2008 - August 2008
The Bank of New York Mellon August 2005 - August 2007
Mellon Financial November 2001 - August 2005
Merrill Lynch June 2000 - June 2001
Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration & Master of Science in Finance
Alvin Siu's Merrill Lynch Experience June 2006 - December 2006
Job Senior Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2015 - Present
KeyBanc Capital Markets May 2014 - July 2014
Management Sciences for Health August 2009 - July 2013
BAE Systems June 2007 - August 2009
Merrill Lynch June 2006 - December 2006
Skills
Financial Reporting, Financial Analysis, Excel, Investments, Business Analysis, Financial Modeling, Data Analysis, Research, Analysis, Earned Value Management, Budgets, Forecasting, Strategic Planning, Microsoft Office, FAR, Accounting, Program Management, PowerPoint, International..., Strategic Financial..., Financial Accounting, Stock Market Analysis, Equity Research Analysis, Financial Risk..., Non-profit Consulting, Non-profits..., Leadership, Management Consulting, Business Strategy, Business Planning, Valuation, Project Management, Portfolio Management, Microsoft Excel, Managerial Finance, Strategy, Finance, Variance Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's of Science in Business Administration, Concentrations: Finance & Accounting, 3.5/4.0
KeyBanc Capital Markets August 2015 - Present
KeyBanc Capital Markets May 2014 - July 2014
Management Sciences for Health August 2009 - July 2013
BAE Systems June 2007 - August 2009
Merrill Lynch June 2006 - December 2006
Skills
Financial Reporting, Financial Analysis, Excel, Investments, Business Analysis, Financial Modeling, Data Analysis, Research, Analysis, Earned Value Management, Budgets, Forecasting, Strategic Planning, Microsoft Office, FAR, Accounting, Program Management, PowerPoint, International..., Strategic Financial..., Financial Accounting, Stock Market Analysis, Equity Research Analysis, Financial Risk..., Non-profit Consulting, Non-profits..., Leadership, Management Consulting, Business Strategy, Business Planning, Valuation, Project Management, Portfolio Management, Microsoft Excel, Managerial Finance, Strategy, Finance, Variance Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's of Science in Business Administration, Concentrations: Finance & Accounting, 3.5/4.0
Vanessa (Martelli) Marquez's Merrill Lynch Experience 2000 - 2002
Job Vice President at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Heather (Kearney) Ridill, CFA's Merrill Lynch Experience March 2006 - April 2007
Job Global Credit Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company April 2015 - Present
Loomis, Sayles & Company September 2012 - April 2015
Loomis, Sayles & Company January 2009 - September 2012
Loomis, Sayles & Company April 2007 - January 2009
Merrill Lynch March 2006 - April 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Fordham University 2001 — 2005
Bachelor of Arts (BA)
Needham High School
Loomis, Sayles & Company April 2015 - Present
Loomis, Sayles & Company September 2012 - April 2015
Loomis, Sayles & Company January 2009 - September 2012
Loomis, Sayles & Company April 2007 - January 2009
Merrill Lynch March 2006 - April 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Fordham University 2001 — 2005
Bachelor of Arts (BA)
Needham High School
Vincent Purino's Merrill Lynch Experience September 1988 - August 1989
Job Entrepreneur, Facilitator, Vision Executor
Industry Design
Experience
Aquaovo September 2008 - Present
Agence Pinot 2006 - 2008
Future Electronics 1996 - 2007
Bock and Bock 1991 - 1996
Merck May 1990 - August 1990
Merrill Lynch September 1988 - August 1989
Skills
Product Development, Marketing Strategy, Product Marketing, Sales, Business Development, Product Management, Key Account Management, Sales Management, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, New Business Development, Management, Product Launch, Business Strategy, Negotiation, Sales Operations, Account Management, International Sales, CRM, International Business, Strategy, B2B, Forecasting, Direct Sales, Marketing Management, Marketing, Market Analysis, Sales Process, Market Planning, Pricing, Start-ups, P&L Management, Solution Selling, Selling, Sales Presentations, E-commerce
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1991
Master of Business Administration (MBA), Marketing
The University of Western Ontario 1985 — 1988
Bachelor of Science (BS), BIOLOGY
Boston College 1980 — 1983
Pre-Medicine/Pre-Medical Studies
Sedbergh 1973 — 1980
Aquaovo September 2008 - Present
Agence Pinot 2006 - 2008
Future Electronics 1996 - 2007
Bock and Bock 1991 - 1996
Merck May 1990 - August 1990
Merrill Lynch September 1988 - August 1989
Skills
Product Development, Marketing Strategy, Product Marketing, Sales, Business Development, Product Management, Key Account Management, Sales Management, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, New Business Development, Management, Product Launch, Business Strategy, Negotiation, Sales Operations, Account Management, International Sales, CRM, International Business, Strategy, B2B, Forecasting, Direct Sales, Marketing Management, Marketing, Market Analysis, Sales Process, Market Planning, Pricing, Start-ups, P&L Management, Solution Selling, Selling, Sales Presentations, E-commerce
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1991
Master of Business Administration (MBA), Marketing
The University of Western Ontario 1985 — 1988
Bachelor of Science (BS), BIOLOGY
Boston College 1980 — 1983
Pre-Medicine/Pre-Medical Studies
Sedbergh 1973 — 1980
Howard Endelman's Merrill Lynch Experience 1998 - 2005
Job Associate Head Coach of Men's Tennis at Columbia University
Industry Higher Education
Experience
Columbia University 2010 - Present
Baseline Partners 2007 - Present
InsideOut Sports & Entertainment 2005 - 2007
Merrill Lynch 1998 - 2005
Clifford Chance Rogers & Wells 1995 - 1998
Columbia University 1989 - 1992
ATP Tour, Inc. 1987 - 1990
Education
Boston College Law School 1992 — 1995
JD
Columbia University in the City of New York 1983 — 1987
BA
Columbia University 2010 - Present
Baseline Partners 2007 - Present
InsideOut Sports & Entertainment 2005 - 2007
Merrill Lynch 1998 - 2005
Clifford Chance Rogers & Wells 1995 - 1998
Columbia University 1989 - 1992
ATP Tour, Inc. 1987 - 1990
Education
Boston College Law School 1992 — 1995
JD
Columbia University in the City of New York 1983 — 1987
BA
Joseph Maturo's Merrill Lynch Experience February 1983 - February 1993
Job Managing Director at Iridium Partners
Industry Investment Banking
Experience
Iridium Partners June 2007 - Present
Allegiance Health Services December 1995 - January 2004
Merrill Lynch February 1983 - February 1993
Education
New York University Stern School 1984 — 1988
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Iridium Partners June 2007 - Present
Allegiance Health Services December 1995 - January 2004
Merrill Lynch February 1983 - February 1993
Education
New York University Stern School 1984 — 1988
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Mary Jo Otto's Merrill Lynch Experience July 2004 - Present
Job Registered Senior Client Associate for Wealth Management Team at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
Morgan Stanley March 2001 - July 2004
Skills
Wealth Management, Financial Services, Series 7, Series 66, Team Building, Wealth Management..., Series 63, Uniform Combined State..., Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Boston College 1973 — 1977
Bachelor of Arts (BA)
Merrill Lynch July 2004 - Present
Morgan Stanley March 2001 - July 2004
Skills
Wealth Management, Financial Services, Series 7, Series 66, Team Building, Wealth Management..., Series 63, Uniform Combined State..., Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Boston College 1973 — 1977
Bachelor of Arts (BA)
Bob Alderman's Merrill Lynch Experience 1987 - 2007
Job Managing Principal Clearbrook Financial
Industry Financial Services
Experience
Clearbrook Financial February 2008 - Present
Merrill Lynch 1987 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
Clearbrook Financial February 2008 - Present
Merrill Lynch 1987 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
Pete Bianco, CIMA®'s Merrill Lynch Experience April 2007 - May 2008
Job Vice President, iShares Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock April 2011 - December 2014
BlackRock June 2008 - March 2011
Merrill Lynch April 2007 - May 2008
Merrill Lynch June 2004 - March 2008
UBS Financial Services June 2003 - August 2003
Skills
ETFs, Investments, Portfolio Management, Mutual Funds, Wealth Management, Capital Markets, Trading, Financial Advisory, Bonds, Retirement Planning, Structured Products, Equity Research, Finance
Education
Boston College 2000 — 2004
Bachelor of Science; School, Finance; Operations & Technology Management
BlackRock January 2015 - Present
BlackRock April 2011 - December 2014
BlackRock June 2008 - March 2011
Merrill Lynch April 2007 - May 2008
Merrill Lynch June 2004 - March 2008
UBS Financial Services June 2003 - August 2003
Skills
ETFs, Investments, Portfolio Management, Mutual Funds, Wealth Management, Capital Markets, Trading, Financial Advisory, Bonds, Retirement Planning, Structured Products, Equity Research, Finance
Education
Boston College 2000 — 2004
Bachelor of Science; School, Finance; Operations & Technology Management
Justin Hinds's Merrill Lynch Experience February 2007 - August 2007
Job Professional Recruiter at JFK Health
Industry Staffing and Recruiting
Experience
Rutgers Athletics December 2014 - Present
JFK Health March 2015 - Present
Experis September 2014 - January 2015
Corinthian Colleges April 2013 - September 2014
Corinthian Colleges November 2009 - April 2013
Enterprise Rent-A-Car August 2007 - November 2009
Merrill Lynch February 2007 - August 2007
Stevens, Hinds, and White December 2005 - February 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Event Planning, Public Speaking, Resume Writing, Higher Education, Social Media, Recruiting, Coaching, Training, Management, Entrepreneurship, Sales Management, Marketing, Staff Development, Sales, Admissions, Time Management, Policy, Cold Calling, Leadership, Fundraising, Leadership Development, Career Counseling, Interviews, Student Recruiting, Career Development, Student Affairs, Community Outreach, Administration, Student Development, Social Networking, Team Building, Research, Nonprofits, Adult Education, Teaching, Enrollment Management, CampusVue, Retaining Customers, College Recruiting, Program Development, Campus, Business Development, Microsoft Excel, Strategic Planning, Event Management, Program Management, Team Leadership
Education
Boston College 2004 — 2005
Master of Science (MS), Administration
Boston College 2000 — 2004
BA, Sociology
Piscataway High School 1996 — 2000
Rutgers Athletics December 2014 - Present
JFK Health March 2015 - Present
Experis September 2014 - January 2015
Corinthian Colleges April 2013 - September 2014
Corinthian Colleges November 2009 - April 2013
Enterprise Rent-A-Car August 2007 - November 2009
Merrill Lynch February 2007 - August 2007
Stevens, Hinds, and White December 2005 - February 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Event Planning, Public Speaking, Resume Writing, Higher Education, Social Media, Recruiting, Coaching, Training, Management, Entrepreneurship, Sales Management, Marketing, Staff Development, Sales, Admissions, Time Management, Policy, Cold Calling, Leadership, Fundraising, Leadership Development, Career Counseling, Interviews, Student Recruiting, Career Development, Student Affairs, Community Outreach, Administration, Student Development, Social Networking, Team Building, Research, Nonprofits, Adult Education, Teaching, Enrollment Management, CampusVue, Retaining Customers, College Recruiting, Program Development, Campus, Business Development, Microsoft Excel, Strategic Planning, Event Management, Program Management, Team Leadership
Education
Boston College 2004 — 2005
Master of Science (MS), Administration
Boston College 2000 — 2004
BA, Sociology
Piscataway High School 1996 — 2000
Steven Falzone's Merrill Lynch Experience January 2007 - October 2008
Job Senior Consultant at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management February 2014 - Present
LPL Financial June 2009 - February 2014
LPL Financial June 2009 - August 2011
Merrill Lynch January 2007 - October 2008
Merrill Lynch Investment Managers January 2006 - January 2007
Merrill Lynch Investment Managers January 2003 - January 2006
Merrill Lynch Investment Managers January 2001 - January 2003
Merrill HSBC January 2000 - January 2001
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
Skills
Fixed Income, Portfolio Management, Equities, Asset Managment, Trading Systems, Performance Reporting, Mobile Technology, Front Office Development, Front to Back Office, Technical Compliance, Separately Managed..., Investments, Wealth Management, IT Strategy, Vendor Management, Risk Management, Capital Markets, Financial Services, Agile Methodologies, Financial Risk, Strategy, Securities, Trading, Program Management, Derivatives, Asset Management, Mutual Funds, SDLC, Integration, Management, Project Management, Technology Management, Business Analysis, Project Portfolio..., PMO, Finance, Asset Allocation, Leadership, Back Office, Series 63, Settlement, Hedge Funds, Alternative Investments, Middle Office, Options, Electronic Trading, Bonds, Relationship Management, Investment Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII
Fordham University 1977 — 1980
BS, Management / Marketing
Boston College 1976 — 1977
Biology
Archbishop Stepinac
Deutsche Asset Management February 2014 - Present
LPL Financial June 2009 - February 2014
LPL Financial June 2009 - August 2011
Merrill Lynch January 2007 - October 2008
Merrill Lynch Investment Managers January 2006 - January 2007
Merrill Lynch Investment Managers January 2003 - January 2006
Merrill Lynch Investment Managers January 2001 - January 2003
Merrill HSBC January 2000 - January 2001
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
Skills
Fixed Income, Portfolio Management, Equities, Asset Managment, Trading Systems, Performance Reporting, Mobile Technology, Front Office Development, Front to Back Office, Technical Compliance, Separately Managed..., Investments, Wealth Management, IT Strategy, Vendor Management, Risk Management, Capital Markets, Financial Services, Agile Methodologies, Financial Risk, Strategy, Securities, Trading, Program Management, Derivatives, Asset Management, Mutual Funds, SDLC, Integration, Management, Project Management, Technology Management, Business Analysis, Project Portfolio..., PMO, Finance, Asset Allocation, Leadership, Back Office, Series 63, Settlement, Hedge Funds, Alternative Investments, Middle Office, Options, Electronic Trading, Bonds, Relationship Management, Investment Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII
Fordham University 1977 — 1980
BS, Management / Marketing
Boston College 1976 — 1977
Biology
Archbishop Stepinac
Elisa Hirschmann's Merrill Lynch Experience March 2006 - April 2009
Job Compliance Officer at ICAP
Industry Financial Services
Lysette Burgos Lawrence's Merrill Lynch Experience May 2007 - May 2010
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch May 2007 - May 2010
Sprint/Nextel December 2005 - January 2007
Contracts Consultant August 2001 - November 2005
Nextel March 1999 - July 2001
Skills
Vendor Management, Contract Negotiation, Risk Management, Negotiation, Analysis, Sourcing, Program Management, Strategy, Strategic Sourcing, Management, Project Management, Telecommunications, Finance, Procurement, Governance, Contract Management, Security, Supply Chain Management, Process Improvement, Due Diligence
Education
Suffolk University Law School 1992 — 1995
JD, Law
Boston College 1991 — 1992
Graduate Certificate, Politics and Government
Boston College 1987 — 1991
BA, Political Science & Sociology
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch May 2007 - May 2010
Sprint/Nextel December 2005 - January 2007
Contracts Consultant August 2001 - November 2005
Nextel March 1999 - July 2001
Skills
Vendor Management, Contract Negotiation, Risk Management, Negotiation, Analysis, Sourcing, Program Management, Strategy, Strategic Sourcing, Management, Project Management, Telecommunications, Finance, Procurement, Governance, Contract Management, Security, Supply Chain Management, Process Improvement, Due Diligence
Education
Suffolk University Law School 1992 — 1995
JD, Law
Boston College 1991 — 1992
Graduate Certificate, Politics and Government
Boston College 1987 — 1991
BA, Political Science & Sociology
Joseph Urbelis's Merrill Lynch Experience June 2008 - August 2008
Job Strategy Supervisor at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media April 2015 - Present
Horizon Media September 2013 - April 2015
Universal McCann October 2012 - September 2013
Universal McCann July 2011 - October 2012
Hill Holliday January 2011 - April 2011
d expósito & Partners June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Smith Barney April 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
King's College London 2009 — 2010
Study Abroad Program
Horizon Media April 2015 - Present
Horizon Media September 2013 - April 2015
Universal McCann October 2012 - September 2013
Universal McCann July 2011 - October 2012
Hill Holliday January 2011 - April 2011
d expósito & Partners June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Smith Barney April 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
King's College London 2009 — 2010
Study Abroad Program
Sidney Jear's Merrill Lynch Experience 1998 - 2003
Job Senior Litigation Paralegal with Complex Experience in Securities Litigation & Arbitration and in Business Management
Industry Legal Services
Experience
Murphy & McGonigle, PC 2003 - Present
Merrill Lynch 1998 - 2003
New York County District Attorney's Office 1995 - 1998
CPA Services Unlimited, P.C. 1994 - 1995
Hong Enterprises, Inc. D.B.A. Roy Luck Restaurant 1986 - 1994
Skills
Broker-Dealer, Securities Litigation, Litigation, Legal Research, Electronic Court Filing, eDiscovery, Westlaw, Adobe Reader, Project Management, Trial Preparation, Document Drafting, Deposition Scheduling, Hearing Date Scheduling, Discovery Production, Mentoring, Coaching, Training, Team Leadership, Relationship Management, Microsoft Excel, Business Management
Education
Boston College
Bachelor’s Degree, Economics
Boston College
Economics BS, Economics
Murphy & McGonigle, PC 2003 - Present
Merrill Lynch 1998 - 2003
New York County District Attorney's Office 1995 - 1998
CPA Services Unlimited, P.C. 1994 - 1995
Hong Enterprises, Inc. D.B.A. Roy Luck Restaurant 1986 - 1994
Skills
Broker-Dealer, Securities Litigation, Litigation, Legal Research, Electronic Court Filing, eDiscovery, Westlaw, Adobe Reader, Project Management, Trial Preparation, Document Drafting, Deposition Scheduling, Hearing Date Scheduling, Discovery Production, Mentoring, Coaching, Training, Team Leadership, Relationship Management, Microsoft Excel, Business Management
Education
Boston College
Bachelor’s Degree, Economics
Boston College
Economics BS, Economics
Ryan Noonan's Merrill Lynch Experience September 2001 - December 2008
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Merrill Lynch September 2001 - December 2008
Mellon Financial September 1997 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
University of New Hampshire 1993 — 1997
BA, Sociology
Fidelity Investments January 2009 - Present
Merrill Lynch September 2001 - December 2008
Mellon Financial September 1997 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
University of New Hampshire 1993 — 1997
BA, Sociology
Virginia Ginny Stevens, CRPC, CSNA's Merrill Lynch Experience December 2008 - Present
Job Certified Special Needs Advisor & Chartered Retirement Planning Consultant
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Bank North Investment Group 2006 - 2008
Bank of America 2005 - 2007
Wachovia Securities, LLC 1996 - 2005
The ARC of Massachusetts 1980 - 1984
Education
Boston College 1995 — 1996
Special Education Severe Disablities
Massachusetts College of Liberal Arts 1978 — 1982
BA, Sociology/Psychology
Ipswich High School 1974 — 1978
Merrill Lynch December 2008 - Present
Bank North Investment Group 2006 - 2008
Bank of America 2005 - 2007
Wachovia Securities, LLC 1996 - 2005
The ARC of Massachusetts 1980 - 1984
Education
Boston College 1995 — 1996
Special Education Severe Disablities
Massachusetts College of Liberal Arts 1978 — 1982
BA, Sociology/Psychology
Ipswich High School 1974 — 1978
Kevin Conery's Merrill Lynch Experience 2003 - 2009
Job Preferred Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Mary Maguire's Merrill Lynch Experience August 2007 - September 2008
Job Finance Executive Available for New Opportunities
Industry Financial Services
Experience
Four Springs Capital LLC November 2008 - Present
Merrill Lynch August 2007 - September 2008
Merrill Lynch 1987 - 2008
Merrill Lynch January 2006 - August 2007
ML Investment Management January 2004 - January 2006
Merrill Lynch 1996 - January 2004
RCA COMMUNICATIONS January 1985 - January 1987
Education
Monmouth College
MBA, General Business
Boston College 1981 — 1985
BA, Accounting
Four Springs Capital LLC November 2008 - Present
Merrill Lynch August 2007 - September 2008
Merrill Lynch 1987 - 2008
Merrill Lynch January 2006 - August 2007
ML Investment Management January 2004 - January 2006
Merrill Lynch 1996 - January 2004
RCA COMMUNICATIONS January 1985 - January 1987
Education
Monmouth College
MBA, General Business
Boston College 1981 — 1985
BA, Accounting
Matthew Walsh's Merrill Lynch Experience September 2001 - June 2003
Job Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management January 2013 - Present
PineBridge Investments June 2003 - July 2012
Merrill Lynch September 2001 - June 2003
Merrill Lynch July 1996 - August 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Bloomberg, Portfolio Management, Investments, Equity Research, Asset Allocation, Capital Markets, High Yield
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
BS, Finance
Hopewell Valley Central High 1988 — 1992
UBS Wealth Management January 2013 - Present
PineBridge Investments June 2003 - July 2012
Merrill Lynch September 2001 - June 2003
Merrill Lynch July 1996 - August 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Bloomberg, Portfolio Management, Investments, Equity Research, Asset Allocation, Capital Markets, High Yield
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
BS, Finance
Hopewell Valley Central High 1988 — 1992
Ken Ford's Merrill Lynch Experience July 1986 - February 1996
Job Private Investor
Industry Financial Services
Experience
Deutsche Bank January 2010 - January 2012
Credit Suisse February 1996 - February 2009
Merrill Lynch July 1986 - February 1996
Education
Boston College 1982 — 1986
BS, Finance
Deutsche Bank January 2010 - January 2012
Credit Suisse February 1996 - February 2009
Merrill Lynch July 1986 - February 1996
Education
Boston College 1982 — 1986
BS, Finance
Martin Fagan's Merrill Lynch Experience August 2000 - June 2003
Job Legal Asset Management
Industry Financial Services
Experience
UBS Investment Bank June 2006 - 2011
Barclays Capital June 2005 - May 2006
KBC Financial Products July 2003 - June 2005
Merrill Lynch August 2000 - June 2003
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, ISDA, Credit Derivatives, Structured Products, Equities, Series 7, Due Diligence, Equity Derivatives, Swaps, Series 63, Compliance, Equity Swaps, Dodd-Frank, Investment Banking
Education
Suffolk University Law School 1994 — 1997
JD
Boston College 1990 — 1994
BA, History
UBS Investment Bank June 2006 - 2011
Barclays Capital June 2005 - May 2006
KBC Financial Products July 2003 - June 2005
Merrill Lynch August 2000 - June 2003
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, ISDA, Credit Derivatives, Structured Products, Equities, Series 7, Due Diligence, Equity Derivatives, Swaps, Series 63, Compliance, Equity Swaps, Dodd-Frank, Investment Banking
Education
Suffolk University Law School 1994 — 1997
JD
Boston College 1990 — 1994
BA, History
Peter Maddocks's Merrill Lynch Experience July 2004 - August 2008
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
UBS Wealth Management July 2012 - January 2013
LPL Financial June 2010 - July 2012
Merrill Lynch July 2004 - August 2008
Merrill Lynch October 2001 - July 2004
Merrill Lynch January 1999 - September 2001
Merrill Lynch January 1995 - December 1998
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Series 63, Equities, Investment Advisory, Investments, Alternative Investments, Portfolio Management, FINRA, Fixed Income, Asset Management, Hedge Funds, Financial Services, Acting, Modeling
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Psychology, Business Administration
Fordham Preparatory School 1984 — 1988
High School
New York Life Insurance Company December 2014 - Present
UBS Wealth Management July 2012 - January 2013
LPL Financial June 2010 - July 2012
Merrill Lynch July 2004 - August 2008
Merrill Lynch October 2001 - July 2004
Merrill Lynch January 1999 - September 2001
Merrill Lynch January 1995 - December 1998
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Series 63, Equities, Investment Advisory, Investments, Alternative Investments, Portfolio Management, FINRA, Fixed Income, Asset Management, Hedge Funds, Financial Services, Acting, Modeling
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Psychology, Business Administration
Fordham Preparatory School 1984 — 1988
High School
Kharis Gonzalez's Merrill Lynch Experience May 2007 - August 2007
Job Account Executive at DHL
Industry Security and Investigations
Experience
DHL December 2013 - Present
DGA Security Systems June 2011 - December 2013
DNP America, LLC October 2009 - June 2011
SDV Shipping and Logistics Service May 2008 - September 2008
Merrill Lynch May 2007 - August 2007
KX Associates, Inc June 2006 - August 2006
Skills
Market Research, Public Relations, Customer Satisfaction, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Microsoft Office, Inventory Management, French, Marketing Strategy, Social Media Marketing, Public Speaking, Spanish, Research, Event Management, Sales, Account Management, New Business Development, Security
Education
Boston College 2005 — 2009
Bachelor of Arts, and Science; Economics
LFNY
DHL December 2013 - Present
DGA Security Systems June 2011 - December 2013
DNP America, LLC October 2009 - June 2011
SDV Shipping and Logistics Service May 2008 - September 2008
Merrill Lynch May 2007 - August 2007
KX Associates, Inc June 2006 - August 2006
Skills
Market Research, Public Relations, Customer Satisfaction, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Microsoft Office, Inventory Management, French, Marketing Strategy, Social Media Marketing, Public Speaking, Spanish, Research, Event Management, Sales, Account Management, New Business Development, Security
Education
Boston College 2005 — 2009
Bachelor of Arts, and Science; Economics
LFNY
David R. Morse, CFA's Merrill Lynch Experience August 2004 - April 2006
Job Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2014 - Present
Standish Mellon Asset Management July 2010 - December 2013
Standish Mellon Asset Management April 2008 - July 2010
Standish Mellon Asset Management April 2006 - April 2008
Merrill Lynch August 2004 - April 2006
PwC September 1998 - August 2002
Skills
Investments, Portfolio Management, Derivatives, Trading, Options, Strategy, Structured Products, Fixed Income, Asset Management, Alternative Investments, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA/MSF, Finance
Lafayette College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics and Economics
Suffield Academy 1990 — 1994
Standish Mellon Asset Management January 2014 - Present
Standish Mellon Asset Management July 2010 - December 2013
Standish Mellon Asset Management April 2008 - July 2010
Standish Mellon Asset Management April 2006 - April 2008
Merrill Lynch August 2004 - April 2006
PwC September 1998 - August 2002
Skills
Investments, Portfolio Management, Derivatives, Trading, Options, Strategy, Structured Products, Fixed Income, Asset Management, Alternative Investments, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA/MSF, Finance
Lafayette College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics and Economics
Suffield Academy 1990 — 1994
Tom Casey's Merrill Lynch Experience 1995 - 1998
Job chairman and CEO at Tronox
Industry Chemicals
Experience
Tronox 2011 - Present
CURRENT Group, LLC September 2006 - February 2011
INTEGRA Telecom, Inc. March 2011 - 2011
Merrill Lynch 1995 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1990 - 1995
Mintz Levin 1983 - 1990
Skills
Start-ups, Mergers, Telecommunications, Business Strategy, Strategic Planning, Leadership, Management Consulting, Business Development, Product Management, Corporate Development, Mergers & Acquisitions, Management, Strategy
Education
GWU Law 1974 — 1977
JD
Boston College 1969 — 1973
BA, Philosophy, Political Science
Tronox 2011 - Present
CURRENT Group, LLC September 2006 - February 2011
INTEGRA Telecom, Inc. March 2011 - 2011
Merrill Lynch 1995 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1990 - 1995
Mintz Levin 1983 - 1990
Skills
Start-ups, Mergers, Telecommunications, Business Strategy, Strategic Planning, Leadership, Management Consulting, Business Development, Product Management, Corporate Development, Mergers & Acquisitions, Management, Strategy
Education
GWU Law 1974 — 1977
JD
Boston College 1969 — 1973
BA, Philosophy, Political Science
Kevin O'Leary's Merrill Lynch Experience 2000 - 2002
Job MD, Product & Portfolio Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
Richard DeVerna's Merrill Lynch Experience 2007 - June 2012
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Merrill Lynch 2007 - June 2012
Wachovia, A Wells Fargo Company 2000 - 2007
Citigroup 1990 - 2000
Skills
Equity Derivatives, Options, Series 7, Investments, Wealth Management, Hedge Funds, Alternative Investments, Fixed Income, Structured Products, Derivatives, Equities, Electronic Trading
Education
Boston College
B.S., Finance
Chaminade High School
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan June 2012 - Present
Merrill Lynch 2007 - June 2012
Wachovia, A Wells Fargo Company 2000 - 2007
Citigroup 1990 - 2000
Skills
Equity Derivatives, Options, Series 7, Investments, Wealth Management, Hedge Funds, Alternative Investments, Fixed Income, Structured Products, Derivatives, Equities, Electronic Trading
Education
Boston College
B.S., Finance
Chaminade High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Alexander Camuzzi's Merrill Lynch Experience June 2012 - August 2012
Job MSF Candidate at Boston College
Industry Financial Services
Experience
G-51 Capital Management September 2015 - Present
State Street October 2013 - May 2015
Merrill Lynch June 2012 - August 2012
Bennett & Company PC March 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Research, PowerPoint, Finance, Data Analysis, Financial Modeling, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Master of Science in Finance (MSF)
University of Hartford 2009 — 2013
Bachelor's degree, Economics & Finance, Accounting
Weston High School 2005 — 2009
G-51 Capital Management September 2015 - Present
State Street October 2013 - May 2015
Merrill Lynch June 2012 - August 2012
Bennett & Company PC March 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Research, PowerPoint, Finance, Data Analysis, Financial Modeling, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Master of Science in Finance (MSF)
University of Hartford 2009 — 2013
Bachelor's degree, Economics & Finance, Accounting
Weston High School 2005 — 2009
Michael Brill's Merrill Lynch Experience June 2009 - July 2009
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs November 2012 - Present
SAC Capital May 2011 - August 2011
Aroya Capital LP June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Education
Boston College 2008 — 2012
B.S., Finance/ Accounting
Goldman Sachs November 2012 - Present
SAC Capital May 2011 - August 2011
Aroya Capital LP June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Education
Boston College 2008 — 2012
B.S., Finance/ Accounting
Kelly Ryan's Merrill Lynch Experience September 2000 - January 2005
Job Managing Director, Independent and Regional Broker/Dealer Channel
Industry Financial Services
Experience
State Street Global Advisors March 2014 - Present
State Street Global Advisors January 2007 - March 2014
Morgan Stanley Smith Barney January 2005 - January 2007
Merrill Lynch September 2000 - January 2005
Education
Boston College 1996 — 2000
State Street Global Advisors March 2014 - Present
State Street Global Advisors January 2007 - March 2014
Morgan Stanley Smith Barney January 2005 - January 2007
Merrill Lynch September 2000 - January 2005
Education
Boston College 1996 — 2000
Michael Valentino's Merrill Lynch Experience May 2009 - August 2009
Job Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2014 - Present
CIT March 2013 - December 2014
Key Bank July 2012 - March 2013
Soros Fund Management May 2011 - August 2011
DeSilva & Phillips June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Argus Modeling, Microsoft Excel, Financial Modeling, Finance, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Investments, Financial Analysis, Microsoft Word, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.5
Regis High School 2004 — 2008
3.7
J.P. Morgan December 2014 - Present
CIT March 2013 - December 2014
Key Bank July 2012 - March 2013
Soros Fund Management May 2011 - August 2011
DeSilva & Phillips June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Argus Modeling, Microsoft Excel, Financial Modeling, Finance, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Investments, Financial Analysis, Microsoft Word, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.5
Regis High School 2004 — 2008
3.7
Karen Campbell's Merrill Lynch Experience 1993 - Present
Job Vice PresidentWealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1993 - Present
Societe Generale 1986 - 1993
Royal Bank of Canada 1982 - 1986
Bank of America 1979 - 1982
Skills
Series 7, Capital Markets, Series 63, Wealth Management, Uniform Combined State..., Asset Management, Fixed Income, Investments, Mutual Funds, Wealth Management...
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
Boston College
MA, English Literature
University of Pennsylvania
BA, English Literature
Merrill Lynch 1993 - Present
Societe Generale 1986 - 1993
Royal Bank of Canada 1982 - 1986
Bank of America 1979 - 1982
Skills
Series 7, Capital Markets, Series 63, Wealth Management, Uniform Combined State..., Asset Management, Fixed Income, Investments, Mutual Funds, Wealth Management...
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
Boston College
MA, English Literature
University of Pennsylvania
BA, English Literature
Laura Watt's Merrill Lynch Experience May 2007 - Present
Job Vice President Product Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Victoria Yu's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America June 2009 - January 2013
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Underwriting, Microsoft Excel, Bloomberg
Education
Boston College 2005 — 2009
BS, Finance, Information Systems, Marketing
Bank of America February 2013 - Present
Bank of America June 2009 - January 2013
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Underwriting, Microsoft Excel, Bloomberg
Education
Boston College 2005 — 2009
BS, Finance, Information Systems, Marketing
Patrick McQuade's Merrill Lynch Experience June 2007 - August 2007
Job Advisory, CPA
Industry Financial Services
Experience
PwC September 2012 - Present
WorldTeach January 2012 - April 2012
PwC January 2011 - April 2011
AXA Equitable June 2009 - August 2009
Office of the Prime Minister of Ireland June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Accounting, Alternative Investments, Crushing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2010
MS, Accounting
Boston College - Carroll School of Management 2006 — 2010
BS, Accounting, Philosophy
PwC September 2012 - Present
WorldTeach January 2012 - April 2012
PwC January 2011 - April 2011
AXA Equitable June 2009 - August 2009
Office of the Prime Minister of Ireland June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Accounting, Alternative Investments, Crushing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2010
MS, Accounting
Boston College - Carroll School of Management 2006 — 2010
BS, Accounting, Philosophy
Mendoza Eugenio's Merrill Lynch Experience 1984 - 2002
Job President at LatAm Capital Advisors
Industry Financial Services
Experience
LatAm Capital Advisors Managing directorMBIA2003 - 2008
Merrill Lynch 1984 - 2002
Skills
Valuation, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Financial Structuring, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA
Universidad Iberoamericana, Ciudad de México
LatAm Capital Advisors Managing directorMBIA2003 - 2008
Merrill Lynch 1984 - 2002
Skills
Valuation, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Financial Structuring, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA
Universidad Iberoamericana, Ciudad de México
Katrina Larsen's Merrill Lynch Experience June 1996 - August 1996
Job Senior Internal Auditor CommunityAmerica Credit Union
Industry Banking
Experience
CommunityAmerica Credit Union September 2011 - Present
PRA International April 2009 - September 2011
Sprint Corporation September 2004 - March 2009
Sprint Corporation July 2000 - September 2004
John Hancock Financial Services Company November 1998 - May 2000
State Street Bank and Trust Company June 1997 - October 1998
Merrill Lynch June 1996 - August 1996
Skills
Financial Analysis, Finance, Financial Reporting
Education
Boston College 1993 — 1997
Bachelor of Science degree, business administration; finance
CommunityAmerica Credit Union September 2011 - Present
PRA International April 2009 - September 2011
Sprint Corporation September 2004 - March 2009
Sprint Corporation July 2000 - September 2004
John Hancock Financial Services Company November 1998 - May 2000
State Street Bank and Trust Company June 1997 - October 1998
Merrill Lynch June 1996 - August 1996
Skills
Financial Analysis, Finance, Financial Reporting
Education
Boston College 1993 — 1997
Bachelor of Science degree, business administration; finance
Elizabeth Donovan's Merrill Lynch Experience August 2012 - Present
Job Registered Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Marketing
Merrill Lynch August 2012 - Present
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Marketing
Neil Peter Zimmermann's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at KBCM
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
Merrill Lynch June 2013 - August 2013
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. in Management, Finance
ESADE Business School 2012 — 2012
University Study Abroad
Blair Academy 2006 — 2010
HS Diploma
KeyBanc Capital Markets July 2014 - Present
Merrill Lynch June 2013 - August 2013
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. in Management, Finance
ESADE Business School 2012 — 2012
University Study Abroad
Blair Academy 2006 — 2010
HS Diploma
Neil Meulener's Merrill Lynch Experience September 2008 - May 2011
Job Key Account Director Oracle Enterprise Sales Division
Industry Information Technology and Services
Experience
Oracle June 2011 - Present
Merrill Lynch September 2008 - May 2011
Quest Partners LLC June 2006 - August 2008
Skills
Business Intelligence, Professional Services, Enterprise Software, CRM, Cloud Computing, SaaS, Strategy, Sales Process, Business Development, Solution Selling, Account Management, Business Analysis, Go-to-market Strategy, Integration, Management, Leadership, Sales, Sales Management, Strategic Partnerships, Oracle, Investments, Portfolio Management, Financial Services
Education
Boston College 2001 — 2005
B.S., English, Economics
Oracle June 2011 - Present
Merrill Lynch September 2008 - May 2011
Quest Partners LLC June 2006 - August 2008
Skills
Business Intelligence, Professional Services, Enterprise Software, CRM, Cloud Computing, SaaS, Strategy, Sales Process, Business Development, Solution Selling, Account Management, Business Analysis, Go-to-market Strategy, Integration, Management, Leadership, Sales, Sales Management, Strategic Partnerships, Oracle, Investments, Portfolio Management, Financial Services
Education
Boston College 2001 — 2005
B.S., English, Economics
Matthew Leimetter's Merrill Lynch Experience July 2010 - July 2012
Job Associate
Industry Financial Services
Experience
Grosvenor Capital Management August 2012 - Present
Merrill Lynch July 2010 - July 2012
Liberty Mutual Insurance June 2009 - August 2009
JP Morgan Asset Management June 2008 - August 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance
Universidad Carlos III de Madrid 2009 — 2009
Grosvenor Capital Management August 2012 - Present
Merrill Lynch July 2010 - July 2012
Liberty Mutual Insurance June 2009 - August 2009
JP Morgan Asset Management June 2008 - August 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance
Universidad Carlos III de Madrid 2009 — 2009
Michael Pruell's Merrill Lynch Experience September 2012 - December 2012
Job Alternative Research & Data Services Finance Team at Point72 Asset Management, L.P.
Industry Investment Management
Experience
Point72 Asset Management, L.P. June 2014 - Present
S.A.C. Capital June 2013 - May 2014
Merrill Lynch September 2012 - December 2012
Genzyme June 2012 - August 2012
Skills
Investments, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Finance, General
Point72 Asset Management, L.P. June 2014 - Present
S.A.C. Capital June 2013 - May 2014
Merrill Lynch September 2012 - December 2012
Genzyme June 2012 - August 2012
Skills
Investments, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Finance, General
Kelly Loggie's Merrill Lynch Experience July 2000 - July 2005
Job
Industry
Experience
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch July 2000 - July 2005
Spear, Leeds and Kellogg July 1998 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, Training
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch July 2000 - July 2005
Spear, Leeds and Kellogg July 1998 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, Training
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance
Sam Ladyzinski's Merrill Lynch Experience May 2012 - August 2012
Job RMBS Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch June 2013 - May 2015
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Valuation, Investments, Equities, Economics, Corporate Finance, Portfolio Management, Finance, Fixed Income, Microsoft Office, VBA, Bloomberg, Financial Modeling
Education
Boston College 2009 — 2013
BS, Finance, General
The Pingry School 2005 — 2009
High School Diploma
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch June 2013 - May 2015
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Valuation, Investments, Equities, Economics, Corporate Finance, Portfolio Management, Finance, Fixed Income, Microsoft Office, VBA, Bloomberg, Financial Modeling
Education
Boston College 2009 — 2013
BS, Finance, General
The Pingry School 2005 — 2009
High School Diploma
Anthony DePinto's Merrill Lynch Experience July 2002 - September 2009
Job Financial Advisor, New England Securities at Bay State Financial
Industry Financial Services
Experience
Baystate Financial Services September 2012 - Present
Highland Wealth Management September 2009 - September 2012
Merrill Lynch July 2002 - September 2009
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Investment Advisory..., Series 65, Uniform Combined State..., Finance, Retirement, Series 63, Mutual Funds, Wealth Management, Broker-Dealer, Series 7, FINRA, Securities
Education
Boston College - Carroll School of Management 1991 — 1998
Bachelor of Science (B.S.), Marketing
Baystate Financial Services September 2012 - Present
Highland Wealth Management September 2009 - September 2012
Merrill Lynch July 2002 - September 2009
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Investment Advisory..., Series 65, Uniform Combined State..., Finance, Retirement, Series 63, Mutual Funds, Wealth Management, Broker-Dealer, Series 7, FINRA, Securities
Education
Boston College - Carroll School of Management 1991 — 1998
Bachelor of Science (B.S.), Marketing
D. Thomas Healey, Jr.'s Merrill Lynch Experience May 2005 - July 2012
Job Managing Director/ Partner at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners July 2012 - Present
Merrill Lynch May 2005 - July 2012
Morgan Stanley Private Wealth Management September 1997 - May 2005
Gates Capital Corporation March 1992 - August 1997
Langdon P. Cook & Co. September 1990 - March 1992
Skills
Equities, Series 7, Investments, Fixed Income, Capital Markets
Education
NYU Stern School of Business 1994 — 1997
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Arts (B.A.), Economics
Burke Mountain Academy 1982 — 1986
Roundtable Investment Partners July 2012 - Present
Merrill Lynch May 2005 - July 2012
Morgan Stanley Private Wealth Management September 1997 - May 2005
Gates Capital Corporation March 1992 - August 1997
Langdon P. Cook & Co. September 1990 - March 1992
Skills
Equities, Series 7, Investments, Fixed Income, Capital Markets
Education
NYU Stern School of Business 1994 — 1997
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Arts (B.A.), Economics
Burke Mountain Academy 1982 — 1986
Joseph Perito's Merrill Lynch Experience PilotAmerican Airlines2000 - 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch PilotAmerican Airlines2000 - 2015
American Airlines 2000 - 2015
United States Marine Corps 1986 - 2000
Skills
Risk Management, Customer Service, Investments, Strategic Planning, Management, Microsoft Office, Team Leadership, Military, Financial Planning, Financial Analysis
Education
San Diego State University-California State University 2007 — 2009
Executive Financial Planner Certificate, Personal Financial Planning
University of Maryland College Park 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
Bachelor's Degree, Finance, General
AA Ground School
Merrill Lynch PilotAmerican Airlines2000 - 2015
American Airlines 2000 - 2015
United States Marine Corps 1986 - 2000
Skills
Risk Management, Customer Service, Investments, Strategic Planning, Management, Microsoft Office, Team Leadership, Military, Financial Planning, Financial Analysis
Education
San Diego State University-California State University 2007 — 2009
Executive Financial Planner Certificate, Personal Financial Planning
University of Maryland College Park 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
Bachelor's Degree, Finance, General
AA Ground School
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank