Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alexa O'Connell Alexa O'Connell's Merrill Lynch Experience May 2012 - June 2013
Job Presales Solutions Architect at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2015 - Present
Hewlett-Packard July 2013 - Present
Merrill Lynch May 2012 - June 2013
University of Connecticut January 2010 - May 2013
Skills
Sales, Sales Operations, Customer Service, Social Networking, Salesforce.com, Leadership, Management, Organizational..., Budgets, Microsoft Office, Teamwork, Time Management
Education
University of Connecticut 2009 — 2013
Bachelor's degree, Economics
Hewlett-Packard July 2015 - Present
Hewlett-Packard July 2013 - Present
Merrill Lynch May 2012 - June 2013
University of Connecticut January 2010 - May 2013
Skills
Sales, Sales Operations, Customer Service, Social Networking, Salesforce.com, Leadership, Management, Organizational..., Budgets, Microsoft Office, Teamwork, Time Management
Education
University of Connecticut 2009 — 2013
Bachelor's degree, Economics
Alicia Nichols, MBA Alicia Nichols, MBA's Merrill Lynch Experience May 2013 - Present
Job Registered Client Associate | The J&R Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
University of Dayton May 2011 - May 2013
Merrill Lynch October 2010 - May 2013
University of Dayton August 2008 - May 2011
Park National Bank May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
Leadership, Time Management, Customer Service, Sales, PowerPoint, Financial Analysis, Investments, Bloomberg, Wealth Management, Money Management, Management, Teamwork, CRM, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Marketing, Analysis, Accounting
Education
University of Dayton 2011 — 2013
Master's in Business Administration, Business Administration Finance, Graduated Magna Cum Laude
University of Dayton 2007 — 2011
Bachelor of Science in Business Administration, Double Major in Finance and Leadership Management, Graduated Cum Laude
Merrill Lynch May 2013 - Present
University of Dayton May 2011 - May 2013
Merrill Lynch October 2010 - May 2013
University of Dayton August 2008 - May 2011
Park National Bank May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
Leadership, Time Management, Customer Service, Sales, PowerPoint, Financial Analysis, Investments, Bloomberg, Wealth Management, Money Management, Management, Teamwork, CRM, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Marketing, Analysis, Accounting
Education
University of Dayton 2011 — 2013
Master's in Business Administration, Business Administration Finance, Graduated Magna Cum Laude
University of Dayton 2007 — 2011
Bachelor of Science in Business Administration, Double Major in Finance and Leadership Management, Graduated Cum Laude
Douglas Fuchs Douglas Fuchs's Merrill Lynch Experience April 2013 - April 2015
Job Senior Talent Acquisition Consultant at Edgewell Personal Care, Shelton, CT
Industry Staffing and Recruiting
Experience
Edgewell Personal Care September 2015 - Present
Douglas R. Fuchs Professional Recruiting August 2007 - Present
TalentRISE LLC April 2015 - May 2015
Merrill Lynch April 2013 - April 2015
PricewaterhouseCoopers March 2011 - December 2012
Neopost Inc. , Milford, CT March 2009 - August 2009
Kelly Services OCG-RPO August 2008 - November 2008
GE Capital October 2007 - May 2008
Google Inc. March 2007 - July 2007
ESPN Sports Broadcasting April 2006 - March 2007
Skills
Technical Recruiting, Sourcing, Recruiting, Talent Acquisition, Internet Recruiting, Management, Human Resources, Executive Search, Screening, Strategy, Negotiation, Temporary Placement, Consulting, Sales, Cold Calling, Hiring, Screening Resumes, Employee Relations, College Recruiting, HR Consulting, Finance, Talent Management, Passive Candidate..., People Skills, Interviews, Contract Recruitment, Temporary Staffing, Onboarding, Recruitment Advertising, Personnel Management, Staffing Services, Permanent Placement, recruitment strategy..., full lifecycle..., ATS Systems, job offer Negotiation, Partnering, Peer Mentoring, Employer Branding, Workforce Planning, Succession Planning, Resume Writing, influencing skills, Difficult-to-fill...
Education
The University of Connecticut
BA, Economics, Business, Psychology
Wilton High School
Edgewell Personal Care September 2015 - Present
Douglas R. Fuchs Professional Recruiting August 2007 - Present
TalentRISE LLC April 2015 - May 2015
Merrill Lynch April 2013 - April 2015
PricewaterhouseCoopers March 2011 - December 2012
Neopost Inc. , Milford, CT March 2009 - August 2009
Kelly Services OCG-RPO August 2008 - November 2008
GE Capital October 2007 - May 2008
Google Inc. March 2007 - July 2007
ESPN Sports Broadcasting April 2006 - March 2007
Skills
Technical Recruiting, Sourcing, Recruiting, Talent Acquisition, Internet Recruiting, Management, Human Resources, Executive Search, Screening, Strategy, Negotiation, Temporary Placement, Consulting, Sales, Cold Calling, Hiring, Screening Resumes, Employee Relations, College Recruiting, HR Consulting, Finance, Talent Management, Passive Candidate..., People Skills, Interviews, Contract Recruitment, Temporary Staffing, Onboarding, Recruitment Advertising, Personnel Management, Staffing Services, Permanent Placement, recruitment strategy..., full lifecycle..., ATS Systems, job offer Negotiation, Partnering, Peer Mentoring, Employer Branding, Workforce Planning, Succession Planning, Resume Writing, influencing skills, Difficult-to-fill...
Education
The University of Connecticut
BA, Economics, Business, Psychology
Wilton High School
Elizabeth Bilek Portalla, CRP, GMS-T Elizabeth Bilek Portalla, CRP, GMS-T's Merrill Lynch Experience June 1994 - July 1995
Job Vice President Business Development Global Mobility Services at MSI
Industry Human Resources
Experience
Mobility Servies International August 2015 - Present
Mobility Services International June 2011 - August 2015
Mobility Services International July 2002 - June 2011
Mobility Services International July 1995 - August 2002
Merrill Lynch June 1994 - July 1995
AIG June 1992 - June 1994
Cartus January 1989 - June 1992
Skills
Relocation, Customer Relations, Process Improvement, Consultative Selling, Account Management, Expatriate Management, Negotiation, Contract Negotiation, New Business Development, Customer Service, Operations Management, Public Speaking, Performance Management, Real Estate, Budgeting, Outsourcing, Outlook, Microsoft Office, Budgets, Selling, Customer Satisfaction, Team Building, Corporate Relocation, Management, Strategic Planning, Leadership, Strategy, CRM, Global Mobility, Program Management, Sales
Education
University of Connecticut 1984 — 1988
BS School of Business Administration, Finance/Real Estate
Mobility Servies International August 2015 - Present
Mobility Services International June 2011 - August 2015
Mobility Services International July 2002 - June 2011
Mobility Services International July 1995 - August 2002
Merrill Lynch June 1994 - July 1995
AIG June 1992 - June 1994
Cartus January 1989 - June 1992
Skills
Relocation, Customer Relations, Process Improvement, Consultative Selling, Account Management, Expatriate Management, Negotiation, Contract Negotiation, New Business Development, Customer Service, Operations Management, Public Speaking, Performance Management, Real Estate, Budgeting, Outsourcing, Outlook, Microsoft Office, Budgets, Selling, Customer Satisfaction, Team Building, Corporate Relocation, Management, Strategic Planning, Leadership, Strategy, CRM, Global Mobility, Program Management, Sales
Education
University of Connecticut 1984 — 1988
BS School of Business Administration, Finance/Real Estate
Matthew Feldhousen Matthew Feldhousen's Merrill Lynch Experience June 2011 - August 2011
Job Specialist at Apple Inc.
Industry Oil & Energy
Experience
Apple 2010 - Present
Merrill Lynch June 2011 - August 2011
Qdoba Restaurant Corporation May 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Business Strategy, Customer Service, Management, Leadership, Team-oriented, Finance, Corporate Finance, Accounting, Networking, Technology, CRM databases, Salesforce.com, Oil/Gas
Education
University of Colorado at Denver 2013 — 2013
Life Cycle of Oil and Natural Gas, Certificate
University of Colorado at Denver 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an emphasis in Financial Management
D'Evelyn Jr/Sr High School 2003 — 2008
Apple 2010 - Present
Merrill Lynch June 2011 - August 2011
Qdoba Restaurant Corporation May 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Business Strategy, Customer Service, Management, Leadership, Team-oriented, Finance, Corporate Finance, Accounting, Networking, Technology, CRM databases, Salesforce.com, Oil/Gas
Education
University of Colorado at Denver 2013 — 2013
Life Cycle of Oil and Natural Gas, Certificate
University of Colorado at Denver 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an emphasis in Financial Management
D'Evelyn Jr/Sr High School 2003 — 2008
Carolle Northcross-Epstein Carolle Northcross-Epstein's Merrill Lynch Experience August 1998 - January 2000
Job
Industry
Experience
Durham Academy March 2014 - Present
New Hope Elementary November 2009 - February 2014
A Southern Season October 2008 - December 2008
Enterprise Fleet Management April 2001 - November 2001
Enterprise Rent-A-Car January 2000 - April 2001
Merrill Lynch August 1998 - January 2000
Cendant May 1995 - August 1998
Skills
Event Planning, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Management, Social Networking, Teamwork, Microsoft Word, Skilled Multi-tasker, Social Media, Filing, Facebook, Sports, Microsoft Excel, Sabre, Data Entry, Databases, Education, Reporting & Analysis, Nonprofits, Non-profit Volunteering, Non-profit Leadership, Non-profit Board..., Early Childhood..., Working With Children, Workplace Safety, Housekeeping, Financial Services, Vehicles, Fleet Services, Food & Beverage, Bartending, Food Service Operations, Nannies, Childcare, Leadership, Training, Community Outreach, Sales
Education
University of Colorado Denver 1995 — 1998
Bachelor of Arts (B.A.), History/Russian History, Overall GPA 3.0, Major GPA 3.7
Tulsa Travel Institute 1990 — 1991
Certificate of completion, Tourism and Travel Services Management
Durham Academy March 2014 - Present
New Hope Elementary November 2009 - February 2014
A Southern Season October 2008 - December 2008
Enterprise Fleet Management April 2001 - November 2001
Enterprise Rent-A-Car January 2000 - April 2001
Merrill Lynch August 1998 - January 2000
Cendant May 1995 - August 1998
Skills
Event Planning, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Management, Social Networking, Teamwork, Microsoft Word, Skilled Multi-tasker, Social Media, Filing, Facebook, Sports, Microsoft Excel, Sabre, Data Entry, Databases, Education, Reporting & Analysis, Nonprofits, Non-profit Volunteering, Non-profit Leadership, Non-profit Board..., Early Childhood..., Working With Children, Workplace Safety, Housekeeping, Financial Services, Vehicles, Fleet Services, Food & Beverage, Bartending, Food Service Operations, Nannies, Childcare, Leadership, Training, Community Outreach, Sales
Education
University of Colorado Denver 1995 — 1998
Bachelor of Arts (B.A.), History/Russian History, Overall GPA 3.0, Major GPA 3.7
Tulsa Travel Institute 1990 — 1991
Certificate of completion, Tourism and Travel Services Management
Brooke Phelps, GBA's Merrill Lynch Experience July 2006 - January 2009
Job Business Development Consultant at Lockton ~ Employee Benefits | Insurance | Risk Management
Industry Insurance
Experience
Lockton Companies July 2011 - Present
Renaissance Financial March 2009 - July 2011
Merrill Lynch July 2006 - January 2009
Skills
Employee Benefits, Insurance, Financial Analysis, Risk Management, New Business Development, Retirement Planning, Investments, Retirement, Business Development, Series 7, Strategic Planning, Strategic Financial..., Series 63, Healthcare, Wealth Management, Mutual Funds, Business Relationship..., Vendor Relationship..., Strategic Consulting, Marketing Strategy, Multi-generational..., Easily Adaptable
Education
University of Dayton 2002 — 2006
Bachelor of Science, Buiness Marketing
St. Pius X Catholic High School- Atlanta, GA 1998 — 2002
Wharton Business School
CEBS- in progress
Lockton Companies July 2011 - Present
Renaissance Financial March 2009 - July 2011
Merrill Lynch July 2006 - January 2009
Skills
Employee Benefits, Insurance, Financial Analysis, Risk Management, New Business Development, Retirement Planning, Investments, Retirement, Business Development, Series 7, Strategic Planning, Strategic Financial..., Series 63, Healthcare, Wealth Management, Mutual Funds, Business Relationship..., Vendor Relationship..., Strategic Consulting, Marketing Strategy, Multi-generational..., Easily Adaptable
Education
University of Dayton 2002 — 2006
Bachelor of Science, Buiness Marketing
St. Pius X Catholic High School- Atlanta, GA 1998 — 2002
Wharton Business School
CEBS- in progress
Debra Cesaro-Hayes Debra Cesaro-Hayes's Merrill Lynch Experience August 2013 - January 2015
Job Team Lead Settlements Analyst
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Patrick Huynh Patrick Huynh's Merrill Lynch Experience May 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
University of Colorado Denver January 2015 - Present
Fortitude Foundation May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Word, Data Analysis, Fundraising
Education
University of Colorado Denver 2012 — 2016
Bachelor's Degree, Finance, 3.1
Merrill Lynch May 2015 - Present
University of Colorado Denver January 2015 - Present
Fortitude Foundation May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Word, Data Analysis, Fundraising
Education
University of Colorado Denver 2012 — 2016
Bachelor's Degree, Finance, 3.1
Daniel R. Flynn's Merrill Lynch Experience December 2012 - January 2013
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust July 2014 - Present
U.S. Trust June 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Forestville Machine Co. 2008 - September 2012
Skills
Financial Analysis, Economics, Market Research, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Wealth Management, High Net Worth..., Asset Management, Trust Services, Financial Services, Microsoft Word, Finance, Analysis, Bloomberg, Data Analysis, Teamwork, Mutual Funds, Financial Modeling, Investments
Education
University of Connecticut 2011 — 2014
Bachelor of Science, Economics
Cheshire High School 2007 — 2010
U.S. Trust July 2014 - Present
U.S. Trust June 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Forestville Machine Co. 2008 - September 2012
Skills
Financial Analysis, Economics, Market Research, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Wealth Management, High Net Worth..., Asset Management, Trust Services, Financial Services, Microsoft Word, Finance, Analysis, Bloomberg, Data Analysis, Teamwork, Mutual Funds, Financial Modeling, Investments
Education
University of Connecticut 2011 — 2014
Bachelor of Science, Economics
Cheshire High School 2007 — 2010
lyn sakowitz lyn sakowitz's Merrill Lynch Experience September 1970 - November 2002
Job Retired Merrill Lynch, Vice President, Administrative Manager
Industry Alternative Dispute Resolution
Experience
Financial Industry Regulatory Authority April 2006 - Present
Self employed January 2003 - February 2007
Merrill Lynch September 1970 - November 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Budgets, Access, Editing, Leadership, Teamwork, Marketing, Community Outreach
Education
The University of Connecticut
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Financial Industry Regulatory Authority April 2006 - Present
Self employed January 2003 - February 2007
Merrill Lynch September 1970 - November 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Budgets, Access, Editing, Leadership, Teamwork, Marketing, Community Outreach
Education
The University of Connecticut
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Marc Blatchley Marc Blatchley's Merrill Lynch Experience September 1997 - October 1998
Job Director of Membership & Marketing
Industry Marketing and Advertising
Experience
Tongal, National Golf Foundation January 2012 - December 2012
Equiflor Corporation (Rio Roses) February 2008 - October 2011
ArchieMD March 2007 - February 2008
Scholastic Media, a division of Scholastic Inc. September 2005 - March 2007
Scholastic Media, a division of Scholastic Inc. May 2002 - August 2005
Scholastic Media, a division of Scholastic Inc. November 2000 - April 2002
Scholastic Media, a division of Scholastic Inc. August 1999 - October 2000
Scholastic Media, a division of Scholastic Inc. November 1998 - July 1999
Merrill Lynch September 1997 - October 1998
Skills
Marketing Strategy, Marketing Operations, Marketing Communications, Integrated Marketing, Strategy, New Media, Copywriting, Strategic Partnerships, Digital Marketing, Adobe Creative Suite, Marketing, Advertising, Social Media, Public Relations, Management, Content Development
Education
University of Connecticut 1993 — 1997
BS, Business Administration
Tongal, National Golf Foundation January 2012 - December 2012
Equiflor Corporation (Rio Roses) February 2008 - October 2011
ArchieMD March 2007 - February 2008
Scholastic Media, a division of Scholastic Inc. September 2005 - March 2007
Scholastic Media, a division of Scholastic Inc. May 2002 - August 2005
Scholastic Media, a division of Scholastic Inc. November 2000 - April 2002
Scholastic Media, a division of Scholastic Inc. August 1999 - October 2000
Scholastic Media, a division of Scholastic Inc. November 1998 - July 1999
Merrill Lynch September 1997 - October 1998
Skills
Marketing Strategy, Marketing Operations, Marketing Communications, Integrated Marketing, Strategy, New Media, Copywriting, Strategic Partnerships, Digital Marketing, Adobe Creative Suite, Marketing, Advertising, Social Media, Public Relations, Management, Content Development
Education
University of Connecticut 1993 — 1997
BS, Business Administration
Joel Luddie Joel Luddie's Merrill Lynch Experience January 2010 - January 2013
Job Senior Business Development Manager Foreign Exchange International Payments at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
Sprint Nextel January 2013 - March 2014
Merrill Lynch January 2010 - January 2013
Edward Jones January 2009 - January 2010
Daily Racing Form January 2006 - January 2008
Comcast January 1992 - January 2006
Comcast Spotlight October 2001 - November 2003
Rainbow Media / Cablevision 1998 - 2000
TCI Media Svcs. 1992 - 1998
Skills
Strategic Financial..., Online Advertising, B2B, Advertising, Business Development, Strategic Planning, Coaching, Marketing, Sales Operations, Market Research, Entrepreneurship, Sales Management, Budgets, Cold Calling, Finance, Advertising Sales, Negotiation, Small Business, Sales, New Business Development, Lead Generation, P&L Management, Direct Sales, Sales Process, Salesforce.com, Selling, Account Management, Marketing Strategy, Start-ups, Strategic Partnerships, CRM, Leadership, Strategy, Social Media Marketing, Customer Retention, Online Marketing, Management, Social Media, Public Relations, Marketing Communications, Social Networking, Event Management
Education
The University of Connecticut 1980 — 1986
BS, BS
Darrow 1973 — 1975
High School Degree
American Express April 2014 - Present
Sprint Nextel January 2013 - March 2014
Merrill Lynch January 2010 - January 2013
Edward Jones January 2009 - January 2010
Daily Racing Form January 2006 - January 2008
Comcast January 1992 - January 2006
Comcast Spotlight October 2001 - November 2003
Rainbow Media / Cablevision 1998 - 2000
TCI Media Svcs. 1992 - 1998
Skills
Strategic Financial..., Online Advertising, B2B, Advertising, Business Development, Strategic Planning, Coaching, Marketing, Sales Operations, Market Research, Entrepreneurship, Sales Management, Budgets, Cold Calling, Finance, Advertising Sales, Negotiation, Small Business, Sales, New Business Development, Lead Generation, P&L Management, Direct Sales, Sales Process, Salesforce.com, Selling, Account Management, Marketing Strategy, Start-ups, Strategic Partnerships, CRM, Leadership, Strategy, Social Media Marketing, Customer Retention, Online Marketing, Management, Social Media, Public Relations, Marketing Communications, Social Networking, Event Management
Education
The University of Connecticut 1980 — 1986
BS, BS
Darrow 1973 — 1975
High School Degree
Brian C. Moore's Merrill Lynch Experience March 1997 - March 1999
Job Managing Partner MassMutual Financial Group / Ohio | Owner of both N. & S. Ohio Health & Wellness Benefits, LLC'S
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
New York Life Insurance Company/ NYLIFE securities / MainStay Investment January 2009 - November 2013
Morgan Stanley Investment Management November 2003 - January 2006
5/3 Securities, Inc. February 1999 - November 2003
Merrill Lynch March 1997 - March 1999
Skills
Investments, Estate Planning, 401k, Strategic Financial..., Insurance, Life Insurance, Retirement, Series 7, Entrepreneurship, Management, Sales, Employee Benefits, Securities, Marketing, Small Business, Finance, Financial Services, Selling, Financial Advisory, B2B, Human Resources, Alternative Investments, Uniform Combined State..., Cold Calling, Financial Analysis, Term Life Insurance, Mortgage Lending, Account Management, Fixed Annuities, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Disability Insurance, Personal Finance, Financial Planning
Education
University of Dayton 1994 — 1998
Bachelor's degree, Accounting and Finance / Economics
University of Dayton 1994 — 1998
Finance and Economics
MassMutual Financial Group January 2014 - Present
New York Life Insurance Company/ NYLIFE securities / MainStay Investment January 2009 - November 2013
Morgan Stanley Investment Management November 2003 - January 2006
5/3 Securities, Inc. February 1999 - November 2003
Merrill Lynch March 1997 - March 1999
Skills
Investments, Estate Planning, 401k, Strategic Financial..., Insurance, Life Insurance, Retirement, Series 7, Entrepreneurship, Management, Sales, Employee Benefits, Securities, Marketing, Small Business, Finance, Financial Services, Selling, Financial Advisory, B2B, Human Resources, Alternative Investments, Uniform Combined State..., Cold Calling, Financial Analysis, Term Life Insurance, Mortgage Lending, Account Management, Fixed Annuities, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Disability Insurance, Personal Finance, Financial Planning
Education
University of Dayton 1994 — 1998
Bachelor's degree, Accounting and Finance / Economics
University of Dayton 1994 — 1998
Finance and Economics
Cindy Raney Cindy Raney's Merrill Lynch Experience 1996 - 2001
Job Realtor
Industry Real Estate
Experience
The Riverside Realty Group October 2008 - Present
Coldwell Banker May 2003 - October 2008
Merrill Lynch 1996 - 2001
Skills
Sellers, Buyer Representation, Investment Properties, Relocation, Real Estate, New Home Sales, First Time Home Buyers, Relocation Buyers, SFR, Listings, Townhomes, Buyers, Short Sales, Foreclosures, Single Family Homes
Education
University of Connecticut 1992 — 1995
Economics, Economics
The Riverside Realty Group October 2008 - Present
Coldwell Banker May 2003 - October 2008
Merrill Lynch 1996 - 2001
Skills
Sellers, Buyer Representation, Investment Properties, Relocation, Real Estate, New Home Sales, First Time Home Buyers, Relocation Buyers, SFR, Listings, Townhomes, Buyers, Short Sales, Foreclosures, Single Family Homes
Education
University of Connecticut 1992 — 1995
Economics, Economics
Chris Jarvis, CFA, CMT Chris Jarvis, CFA, CMT's Merrill Lynch Experience January 2006 - August 2006
Job President & Founder at Caprock Risk Management, LLC
Industry Financial Services
Experience
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
Debi Mikolowsky Debi Mikolowsky's Merrill Lynch Experience January 2000 - October 2005
Job Owner & Founder at Fit & Healthy Family
Industry Health, Wellness and Fitness
Experience
Anytime Fitness November 2013 - Present
Fit & Healthy Family October 2013 - Present
Fit & Healthy Family June 2012 - Present
Anytime Fitness November 2013 - Present
Team Beachbody March 2010 - Present
Anytime Fitness August 2011 - November 2013
Merrill Lynch January 2000 - October 2005
Skills
Fitness, Strength Training, Nutrition, Teaching, Wellness, Public Speaking, Fitness Training, Wellness Coaching, Nutritional Counseling, Supplements
Education
The University of Connecticut 1994 — 1999
Human Development & Family Relations
IIN
Anytime Fitness November 2013 - Present
Fit & Healthy Family October 2013 - Present
Fit & Healthy Family June 2012 - Present
Anytime Fitness November 2013 - Present
Team Beachbody March 2010 - Present
Anytime Fitness August 2011 - November 2013
Merrill Lynch January 2000 - October 2005
Skills
Fitness, Strength Training, Nutrition, Teaching, Wellness, Public Speaking, Fitness Training, Wellness Coaching, Nutritional Counseling, Supplements
Education
The University of Connecticut 1994 — 1999
Human Development & Family Relations
IIN
Eric Parisi, CIMA®, AIF® Eric Parisi, CIMA®, AIF®'s Merrill Lynch Experience November 2003 - January 2005
Job Vice President, Business Development Officer DCIO at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Caroline Pridmore Caroline Pridmore's Merrill Lynch Experience February 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
NERA Economic Consulting May 2012 - August 2012
Park District of Highland Park May 2007 - August 2011
Skills
Marketing, Leadership, CRM, Management, Training, Stata, ●Proficient in..., Series 7, Series 66, PowerPoint
Education
The University of Connecticut 2009 — 2013
Bachelor's of Arts, Economics
New Trier High School 2005 — 2009
High School
Merrill Lynch February 2014 - Present
NERA Economic Consulting May 2012 - August 2012
Park District of Highland Park May 2007 - August 2011
Skills
Marketing, Leadership, CRM, Management, Training, Stata, ●Proficient in..., Series 7, Series 66, PowerPoint
Education
The University of Connecticut 2009 — 2013
Bachelor's of Arts, Economics
New Trier High School 2005 — 2009
High School
Kerri Richardson Kerri Richardson's Merrill Lynch Experience September 2010 - May 2011
Job Associate at Royal Bank of Scotland
Industry Investment Banking
Experience
Royal Bank of Scotland August 2014 - Present
Royal Bank of Scotland July 2011 - Present
UConn Co-op August 2009 - September 2011
Merrill Lynch September 2010 - May 2011
Royal Bank of Scotland June 2010 - August 2010
Skills
CFA Level 3 Candidate, Chartered Financial..., Finance, Fixed Income, Series 63, Financial Analysis, Bloomberg, Bloomberg Terminal, Financial Modeling, Derivatives, FINRA, Valuation, Capital Markets
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Major: Finance, Minors: French and International Business
Cheshire High School
Cheshire High School
Cheshire High School
Royal Bank of Scotland August 2014 - Present
Royal Bank of Scotland July 2011 - Present
UConn Co-op August 2009 - September 2011
Merrill Lynch September 2010 - May 2011
Royal Bank of Scotland June 2010 - August 2010
Skills
CFA Level 3 Candidate, Chartered Financial..., Finance, Fixed Income, Series 63, Financial Analysis, Bloomberg, Bloomberg Terminal, Financial Modeling, Derivatives, FINRA, Valuation, Capital Markets
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Major: Finance, Minors: French and International Business
Cheshire High School
Cheshire High School
Cheshire High School
Alisa Magennis's Merrill Lynch Experience May 2013 - May 2014
Job Data Steward Onsite at Google
Industry Online Media
Experience
Zenith Talent, Onsite at Google August 2015 - Present
Caring.com February 2015 - August 2015
Symmetry Partners September 2014 - January 2015
Merrill Lynch May 2013 - May 2014
Corpus Christi Parish January 2007 - January 2011
Skills
Customer Service, Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Statistics, Critical Thinking, Teamwork, Time Management, Community Outreach, Data Analysis, Nonprofits, Social Media, Leadership, First Aid, Spanish, Salesforce.com, Google Docs
Education
The University of Connecticut 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Alumni
Wethersfield High School 2006 — 2011
High School Diploma
Zenith Talent, Onsite at Google August 2015 - Present
Caring.com February 2015 - August 2015
Symmetry Partners September 2014 - January 2015
Merrill Lynch May 2013 - May 2014
Corpus Christi Parish January 2007 - January 2011
Skills
Customer Service, Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Statistics, Critical Thinking, Teamwork, Time Management, Community Outreach, Data Analysis, Nonprofits, Social Media, Leadership, First Aid, Spanish, Salesforce.com, Google Docs
Education
The University of Connecticut 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Alumni
Wethersfield High School 2006 — 2011
High School Diploma
Brian Fink, CFP® Brian Fink, CFP®'s Merrill Lynch Experience September 2007 - December 2009
Job Vice President/Private Wealth Advisor at U.S. Trust
Industry Capital Markets
Experience
U.S. Trust December 2014 - Present
Pacilio Wealth Management December 2011 - November 2014
Morgan Stanley Smith Barney December 2009 - December 2011
Merrill Lynch September 2007 - December 2009
Skills
Alternative Investments, Portfolio Management, Private Banking, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Strategic Financial..., Risk Management, Trading, Asset Allocation, Fixed Income, Finance
Education
The University of Connecticut 2003 — 2007
U.S. Trust December 2014 - Present
Pacilio Wealth Management December 2011 - November 2014
Morgan Stanley Smith Barney December 2009 - December 2011
Merrill Lynch September 2007 - December 2009
Skills
Alternative Investments, Portfolio Management, Private Banking, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Strategic Financial..., Risk Management, Trading, Asset Allocation, Fixed Income, Finance
Education
The University of Connecticut 2003 — 2007
Hunter Marshall, CFP® Hunter Marshall, CFP®'s Merrill Lynch Experience October 2011 - April 2013
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC April 2015 - Present
PNC April 2013 - April 2015
Merrill Lynch October 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - October 2011
Cook Wealth Management Group November 2007 - October 2009
BB&T December 2005 - November 2007
AXA Advisors, LLC August 2004 - November 2005
Denver Church of Christ July 1999 - July 2004
Education
University of Colorado Denver 1995 — 1998
Bachelor of Science, Mechanical Engineering
PNC April 2015 - Present
PNC April 2013 - April 2015
Merrill Lynch October 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - October 2011
Cook Wealth Management Group November 2007 - October 2009
BB&T December 2005 - November 2007
AXA Advisors, LLC August 2004 - November 2005
Denver Church of Christ July 1999 - July 2004
Education
University of Colorado Denver 1995 — 1998
Bachelor of Science, Mechanical Engineering
Ly Nichols Ly Nichols's Merrill Lynch Experience February 2003 - June 2005
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Ava DelMastro's Merrill Lynch Experience May 2014 - April 2015
Job Student Administrative Assistant at University of Connecticut
Industry Accounting
Experience
University of Connecticut August 2015 - Present
McGladrey June 2015 - August 2015
Merrill Lynch May 2014 - April 2015
Advanced Sportsplex and Training Center January 2012 - August 2014
University of Connecticut August 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, PowerPoint, Leadership, Facebook, Public Speaking, Research, Event Planning, Customer Service, Social Media, Outlook, Social Networking, Team Leadership, Marketing, Cashiering, Financial Accounting
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Accounting
Middletown High School 2008 — 2012
University of Connecticut August 2015 - Present
McGladrey June 2015 - August 2015
Merrill Lynch May 2014 - April 2015
Advanced Sportsplex and Training Center January 2012 - August 2014
University of Connecticut August 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, PowerPoint, Leadership, Facebook, Public Speaking, Research, Event Planning, Customer Service, Social Media, Outlook, Social Networking, Team Leadership, Marketing, Cashiering, Financial Accounting
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Accounting
Middletown High School 2008 — 2012
Alec Kirschner Alec Kirschner's Merrill Lynch Experience May 2011 - September 2011
Job Global Brokerage at CBRE
Industry Commercial Real Estate
Experience
CBRE July 2013 - Present
Muskegon Lumberjacks, Tulsa Oilers, Flint Generals, Elmira Jackals September 2008 - December 2012
Metropolitan Pacific Properties May 2005 - December 2012
Merrill Lynch May 2011 - September 2011
Skills
Real Estate, Management, Business Strategy, Microsoft Office, Microsoft Excel, Advertising, Business Planning, Marketing Research, Marketing Strategy, Finance, Investments, Microsoft Word, Marketing, Financial Analysis, Negotiation, Mathematics, Business Development, Commercial Real Estate..., Commercial Real Estate, Social Media
Education
The University of Connecticut 2007 — 2012
Bachelor's degree, Business/Managerial Economics
CBRE July 2013 - Present
Muskegon Lumberjacks, Tulsa Oilers, Flint Generals, Elmira Jackals September 2008 - December 2012
Metropolitan Pacific Properties May 2005 - December 2012
Merrill Lynch May 2011 - September 2011
Skills
Real Estate, Management, Business Strategy, Microsoft Office, Microsoft Excel, Advertising, Business Planning, Marketing Research, Marketing Strategy, Finance, Investments, Microsoft Word, Marketing, Financial Analysis, Negotiation, Mathematics, Business Development, Commercial Real Estate..., Commercial Real Estate, Social Media
Education
The University of Connecticut 2007 — 2012
Bachelor's degree, Business/Managerial Economics
Rocco Giustino Rocco Giustino's Merrill Lynch Experience May 2011 - August 2011
Job Risk Analyst at The Hartford
Industry Financial Services
Experience
The Hartford July 2012 - Present
Merrill Lynch May 2011 - August 2011
Abatement Industries Group June 2008 - August 2010
Skills
Enterprise Risk..., Insurance Risk, Financial Analysis, Financial Modeling, Databases, Fixed Income, VBA, Data Analysis, Financial Risk, Risk Management, Investments, Microsoft Excel, Leadership, Finance, Insurance
Education
The University of Connecticut 2008 — 2012
BA, Economics, Political Science
The Hartford July 2012 - Present
Merrill Lynch May 2011 - August 2011
Abatement Industries Group June 2008 - August 2010
Skills
Enterprise Risk..., Insurance Risk, Financial Analysis, Financial Modeling, Databases, Fixed Income, VBA, Data Analysis, Financial Risk, Risk Management, Investments, Microsoft Excel, Leadership, Finance, Insurance
Education
The University of Connecticut 2008 — 2012
BA, Economics, Political Science
Homaira Shirzai Homaira Shirzai's Merrill Lynch Experience January 2000 - January 2003
Job Product Manager specializing in User Research
Industry Financial Services
Experience
Wells Fargo August 2009 - Present
Wells Fargo May 2006 - August 2009
Wells Fargo January 2003 - January 2005
Merrill Lynch January 2000 - January 2003
Skills
Project Coordination, Project Planning, Visio, Business Analysis, MS Project, Project Management, Process Improvement, Program Management, Analysis, Team Leadership, Data Analysis, Management, Budgets, Customer Service, Banking, Leadership, Risk Management, Sales, Retail Banking, Relationship Management, Team Building, Loans, Microsoft Office, Microsoft Excel, Marketing
Education
University of Colorado Denver 2000 — 2005
Bachelor of Science, Computer Science
Wells Fargo August 2009 - Present
Wells Fargo May 2006 - August 2009
Wells Fargo January 2003 - January 2005
Merrill Lynch January 2000 - January 2003
Skills
Project Coordination, Project Planning, Visio, Business Analysis, MS Project, Project Management, Process Improvement, Program Management, Analysis, Team Leadership, Data Analysis, Management, Budgets, Customer Service, Banking, Leadership, Risk Management, Sales, Retail Banking, Relationship Management, Team Building, Loans, Microsoft Office, Microsoft Excel, Marketing
Education
University of Colorado Denver 2000 — 2005
Bachelor of Science, Computer Science
Michele Cook Michele Cook's Merrill Lynch Experience March 1994 - August 1997
Job Schwab Private Client Assoc. Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Thomas Fullman Thomas Fullman's Merrill Lynch Experience July 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Southport Station Financial Mangement, LLC February 2012 - July 2013
Fairfield County Bank November 2011 - February 2012
Prudential Financial April 2006 - January 2011
Skills
Series 63, Series 65, Series 7
Education
The University of Connecticut 2001 — 2005
B.A., Economics
Merrill Lynch July 2013 - Present
Southport Station Financial Mangement, LLC February 2012 - July 2013
Fairfield County Bank November 2011 - February 2012
Prudential Financial April 2006 - January 2011
Skills
Series 63, Series 65, Series 7
Education
The University of Connecticut 2001 — 2005
B.A., Economics
Diony Concepcion Diony Concepcion's Merrill Lynch Experience 2014 - Present
Job Financial Advisor/Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Dominick Cristofaro, CRPC® Dominick Cristofaro, CRPC®'s Merrill Lynch Experience September 2009 - May 2011
Job Senior Finance Manager Treasury at District School Board of Pasco County
Industry Financial Services
Experience
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
Kaley Jonas Kaley Jonas's Merrill Lynch Experience June 2011 - August 2011
Job Expansion and Program Operations Coordinator at Health Leads
Industry Nonprofit Organization Management
Experience
Health Leads October 2014 - Present
McGrath & Kane Law June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Asset Management, Microfinance, Marketing, Teamwork, Financial Analysis, Entrepreneurship, Team Leadership, Customer Service, Finance, Microsoft Excel, SharePoint, PowerPoint, Outlook, Microsoft Office, Access, Leadership, Data Analysis, Analysis, Management, Time Management, Social Media
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (BBA), Finance Major, Marketing Minor
Semester at Sea
The University of Connecticut
RHAM High School 2006 — 2010
Greater Hartford Academy of the Arts
Dance
Health Leads October 2014 - Present
McGrath & Kane Law June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Asset Management, Microfinance, Marketing, Teamwork, Financial Analysis, Entrepreneurship, Team Leadership, Customer Service, Finance, Microsoft Excel, SharePoint, PowerPoint, Outlook, Microsoft Office, Access, Leadership, Data Analysis, Analysis, Management, Time Management, Social Media
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (BBA), Finance Major, Marketing Minor
Semester at Sea
The University of Connecticut
RHAM High School 2006 — 2010
Greater Hartford Academy of the Arts
Dance
Paul Kowalczyk Paul Kowalczyk's Merrill Lynch Experience November 2007 - March 2011
Job Digital Marketing Consultant at ReachLocal
Industry Online Media
Experience
ReachLocal April 2014 - Present
The Daily Voice April 2011 - April 2014
Merrill Lynch November 2007 - March 2011
Sontag Advisory February 2007 - October 2007
Vector Marketing June 2005 - September 2005
Skills
Digital Media, Online Advertising, Social Media Marketing, Digital Strategy, Salesforce.com, Social Media, Digital Marketing, Email Marketing, Facebook, SEO, Blogging, SEM, Series 7, Retirement Planning, 401k, Asset Allocation, 401k Rollovers, Finance
Education
University of Connecticut 2003 — 2008
Darien High School
ReachLocal April 2014 - Present
The Daily Voice April 2011 - April 2014
Merrill Lynch November 2007 - March 2011
Sontag Advisory February 2007 - October 2007
Vector Marketing June 2005 - September 2005
Skills
Digital Media, Online Advertising, Social Media Marketing, Digital Strategy, Salesforce.com, Social Media, Digital Marketing, Email Marketing, Facebook, SEO, Blogging, SEM, Series 7, Retirement Planning, 401k, Asset Allocation, 401k Rollovers, Finance
Education
University of Connecticut 2003 — 2008
Darien High School
Tim Dalton Tim Dalton's Merrill Lynch Experience March 1996 - March 1998
Job Financial Specialist, PNC Bank
Industry Financial Services
Experience
PNC Financial Services December 2014 - Present
Independent Wholesaler September 2009 - December 2014
Highland Capital Management September 2004 - September 2009
Mainstay Investments March 1998 - September 2004
Merrill Lynch March 1996 - March 1998
Merrill Lynch June 1991 - March 1996
Education
The University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
PNC Financial Services December 2014 - Present
Independent Wholesaler September 2009 - December 2014
Highland Capital Management September 2004 - September 2009
Mainstay Investments March 1998 - September 2004
Merrill Lynch March 1996 - March 1998
Merrill Lynch June 1991 - March 1996
Education
The University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
Glen Calder's Merrill Lynch Experience February 2014 - Present
Job Domestic Compliance Intern at United Technologies
Industry Financial Services
Experience
United Technologies January 2015 - Present
Merrill Lynch February 2014 - Present
Copper Hill Golf Club June 2012 - August 2014
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Teamwork
Education
University of Connecticut 2012 — 2016
Bachelor of Science (BS), Finance, General
United Technologies January 2015 - Present
Merrill Lynch February 2014 - Present
Copper Hill Golf Club June 2012 - August 2014
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Teamwork
Education
University of Connecticut 2012 — 2016
Bachelor of Science (BS), Finance, General
Benjamin Bolan Benjamin Bolan's Merrill Lynch Experience August 2013 - November 2013
Job Client Research Analyst at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates December 2013 - Present
Merrill Lynch August 2013 - November 2013
Northwestern Mutual January 2013 - May 2013
Mannen January 2009 - January 2012
Premier Flooring Systems October 2008 - August 2010
Skills
Analysis, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Connecticut 2009 — 2013
Minor in Agribusiness Management
University of Connecticut 2009 — 2013
Economics
Greenwich Associates December 2013 - Present
Merrill Lynch August 2013 - November 2013
Northwestern Mutual January 2013 - May 2013
Mannen January 2009 - January 2012
Premier Flooring Systems October 2008 - August 2010
Skills
Analysis, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Connecticut 2009 — 2013
Minor in Agribusiness Management
University of Connecticut 2009 — 2013
Economics
Ken Griffen Ken Griffen's Merrill Lynch Experience July 1984 - Present
Job senior vice president Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1984 - Present
Fountainhead Band June 1974 - Present
Skills
Portfolio Management, Retirement Plan..., Estate Planning, Asset Allocation, Hedge Funds, Equities, Investments, Mutual Funds, Wealth Management, Series 63, Alternative Investments, Series 7, Fixed Annuities, Securities, Strategic Financial..., Insurance, Financial Analysis, Wealth Management..., ETFs, FINRA, Financial Planning
Education
University of Connecticut 1967 — 1972
BA, ENGLISH LIT- PSYCHOLOGY-FINANCE
Pomfret School
Merrill Lynch July 1984 - Present
Fountainhead Band June 1974 - Present
Skills
Portfolio Management, Retirement Plan..., Estate Planning, Asset Allocation, Hedge Funds, Equities, Investments, Mutual Funds, Wealth Management, Series 63, Alternative Investments, Series 7, Fixed Annuities, Securities, Strategic Financial..., Insurance, Financial Analysis, Wealth Management..., ETFs, FINRA, Financial Planning
Education
University of Connecticut 1967 — 1972
BA, ENGLISH LIT- PSYCHOLOGY-FINANCE
Pomfret School
Robert Kozlowski Robert Kozlowski's Merrill Lynch Experience 1994 - 2000
Job Partner, Williams Lloyd Employee Benefit Group
Industry Financial Services
Experience
Williams Lloyd Employee Benefit Group November 2014 - Present
Williams Lloyd Employee Benefit Group November 2014 - Present
Fringe Benefit Group June 2009 - May 2014
Granite Group Advisors, LLC January 2008 - January 2009
BenefitStreet, Inc. May 2002 - September 2007
mPower 2001 - 2002
Merrill Lynch 1994 - 2000
Skills
401k, Management, Sales, Budgets, Defined Contribution, Government Markets, Finance, Profit Sharing, Defined Benefit, Retirement Plan..., Contract Negotiation, Product Management, Training, Financial Services, ERISA, Retirement, Employee Benefits, Insurance, Investments, Qualified Retirement..., Sales Operations, Series 7, Executive Management
Education
University of Connecticut 1982 — 1986
Williams Lloyd Employee Benefit Group November 2014 - Present
Williams Lloyd Employee Benefit Group November 2014 - Present
Fringe Benefit Group June 2009 - May 2014
Granite Group Advisors, LLC January 2008 - January 2009
BenefitStreet, Inc. May 2002 - September 2007
mPower 2001 - 2002
Merrill Lynch 1994 - 2000
Skills
401k, Management, Sales, Budgets, Defined Contribution, Government Markets, Finance, Profit Sharing, Defined Benefit, Retirement Plan..., Contract Negotiation, Product Management, Training, Financial Services, ERISA, Retirement, Employee Benefits, Insurance, Investments, Qualified Retirement..., Sales Operations, Series 7, Executive Management
Education
University of Connecticut 1982 — 1986
Matthew Frisinger Matthew Frisinger's Merrill Lynch Experience May 2004 - August 2004
Job Financial Systems Director at Daymon Worldwide
Industry Information Technology and Services
Experience
Daymon Worldwide November 2013 - Present
PricewaterhouseCoopers June 2005 - October 2013
Merrill Lynch May 2004 - August 2004
One Timers Painting Company May 2003 - August 2003
Skills
IT Audit, Auditing, Internal Controls, SAS70, CISA, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process, Risk Management, Process Improvement, Internal Audit, Business Analysis, Assurance, Governance, Enterprise Risk..., External Audit, PeopleSoft, JD Edwards, ERP Implementations, PeopleSoft Security, JD Edwards Security
Education
University of Connecticut 2001 — 2005
BS in Business Administration, Management Information Systems
Daymon Worldwide November 2013 - Present
PricewaterhouseCoopers June 2005 - October 2013
Merrill Lynch May 2004 - August 2004
One Timers Painting Company May 2003 - August 2003
Skills
IT Audit, Auditing, Internal Controls, SAS70, CISA, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process, Risk Management, Process Improvement, Internal Audit, Business Analysis, Assurance, Governance, Enterprise Risk..., External Audit, PeopleSoft, JD Edwards, ERP Implementations, PeopleSoft Security, JD Edwards Security
Education
University of Connecticut 2001 — 2005
BS in Business Administration, Management Information Systems
Daniel Dombroski's Merrill Lynch Experience December 2013 - May 2014
Job Trading Assistant at Sabby Management
Industry Financial Services
Experience
Sabby Management LLC September 2015 - Present
Cantor Fitzgerald June 2014 - August 2015
Productive Prints LLC October 2008 - October 2014
Merrill Lynch December 2013 - May 2014
Merrill Lynch March 2011 - June 2013
Skills
Index Options, Options Strategies, Option Valuation, Options, Investments, Trading, Economics, Financial Planning, Analysis, Portfolio Management, Retirement, Financial Reporting, Asset Management, Bloomberg, Equities, Bonds, Derivatives, Alternative Investments, Finance, Trading Systems, Asset Managment, Electronic Trading, Strategic Financial..., Technical Analysis, Financial Markets, Entrepreneurship, Trading Strategies, Hedge Funds, Commodity, Investment Strategies, Hedging, Email Marketing, Email Marketing Software, Data Management, Project Planning, Series 7, Series 63
Education
The University of Connecticut 2011 — 2013
Finance & Economics
Sabby Management LLC September 2015 - Present
Cantor Fitzgerald June 2014 - August 2015
Productive Prints LLC October 2008 - October 2014
Merrill Lynch December 2013 - May 2014
Merrill Lynch March 2011 - June 2013
Skills
Index Options, Options Strategies, Option Valuation, Options, Investments, Trading, Economics, Financial Planning, Analysis, Portfolio Management, Retirement, Financial Reporting, Asset Management, Bloomberg, Equities, Bonds, Derivatives, Alternative Investments, Finance, Trading Systems, Asset Managment, Electronic Trading, Strategic Financial..., Technical Analysis, Financial Markets, Entrepreneurship, Trading Strategies, Hedge Funds, Commodity, Investment Strategies, Hedging, Email Marketing, Email Marketing Software, Data Management, Project Planning, Series 7, Series 63
Education
The University of Connecticut 2011 — 2013
Finance & Economics
Chris Cage Chris Cage's Merrill Lynch Experience 1996 - 1998
Job President, Marketing Researcher, Indiana Research Service, Inc.
Industry Market Research
Experience
Indiana Research Service, Inc. 2000 - Present
Dennis Research Service, Inc. 1998 - 2000
Merrill Lynch 1996 - 1998
WERK AM/FM 1991 - 1996
WBYR/WERT Radio 1987 - 1991
WKKI-FM Radio May 1982 - October 1987
WBNS AM/FM, Columbus, OH March 1979 - April 1981
WINE/WRKI Radio, Danbury, CT March 1975 - March 1979
WHWH Radio, Princeton, NJ 1974 - 1975
WVUD-FM, University of Dayton 1971 - 1974
Skills
Marketing Research, Broadcast, Data Collection, Radio, Qualitative Research, Marketing Strategy, Market Research, Advertising, Media Relations, Public Relations, Research, Press Releases, Marketing, Customer Insight, Brand Development, Social Media, Social Media Marketing
Education
University of Dayton 1966 — 1972
BA/Communications, Communications, Journalism
Bishop Duffy High School (now Niagara Catholic) Niagara Falls, N.Y.
Indiana Research Service, Inc. 2000 - Present
Dennis Research Service, Inc. 1998 - 2000
Merrill Lynch 1996 - 1998
WERK AM/FM 1991 - 1996
WBYR/WERT Radio 1987 - 1991
WKKI-FM Radio May 1982 - October 1987
WBNS AM/FM, Columbus, OH March 1979 - April 1981
WINE/WRKI Radio, Danbury, CT March 1975 - March 1979
WHWH Radio, Princeton, NJ 1974 - 1975
WVUD-FM, University of Dayton 1971 - 1974
Skills
Marketing Research, Broadcast, Data Collection, Radio, Qualitative Research, Marketing Strategy, Market Research, Advertising, Media Relations, Public Relations, Research, Press Releases, Marketing, Customer Insight, Brand Development, Social Media, Social Media Marketing
Education
University of Dayton 1966 — 1972
BA/Communications, Communications, Journalism
Bishop Duffy High School (now Niagara Catholic) Niagara Falls, N.Y.
Pema Tsomo Pema Tsomo's Merrill Lynch Experience August 2005 - December 2005
Job Financial Analyst at CBI Health Group
Industry Health, Wellness and Fitness
Experience
CBI Health Group June 2013 - Present
CBI Health Group July 2010 - May 2013
Central Street Capital, Inc December 2007 - January 2009
Veronica New & Associates, CPA February 2006 - September 2007
Merrill Lynch August 2005 - December 2005
Skills
Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Account Reconciliation, Strategic Planning, Teamwork
Education
University of Colorado at Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
CBI Health Group June 2013 - Present
CBI Health Group July 2010 - May 2013
Central Street Capital, Inc December 2007 - January 2009
Veronica New & Associates, CPA February 2006 - September 2007
Merrill Lynch August 2005 - December 2005
Skills
Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Account Reconciliation, Strategic Planning, Teamwork
Education
University of Colorado at Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Kevin Guth Kevin Guth's Merrill Lynch Experience February 1997 - September 2013
Job Partner, Managing Director, Private Wealth Advisor at Snowden Capital Advisors LLC
Industry
Experience
Snowden Capital Advisors LLC September 2013 - Present
Merrill Lynch February 1997 - September 2013
Skills
Retirement, Strategic Financial..., Investments, Pensions, Retirement Planning, 401k, Wealth Management, Life Insurance, Strategic Planning, Asset Allocation, Financial Planning, Management, Equities, Finance
Education
University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Snowden Capital Advisors LLC September 2013 - Present
Merrill Lynch February 1997 - September 2013
Skills
Retirement, Strategic Financial..., Investments, Pensions, Retirement Planning, 401k, Wealth Management, Life Insurance, Strategic Planning, Asset Allocation, Financial Planning, Management, Equities, Finance
Education
University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Samantha Gloeckner Samantha Gloeckner's Merrill Lynch Experience March 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wheelabrator Technologies Inc., A Waste Management Company 2012 - Present
Marc Automotive, Inc May 2003 - March 2012
CT School of Professional Studies March 2010 - July 2010
Global Entertainment Management December 2009 - April 2010
Skills
Customer Service, Online Marketing, Sales, Marketing, Human Resources, Advertising, Management, Outlook, Microsoft Office, Social Media, Time Management, Public Relations, Social Networking, Microsoft Excel, Event Planning, Microsoft Word
Education
University of Bridgeport 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Connecticut 2007 — 2011
English, Business
Bunnell High School
High School Diploma, High School/Secondary Diplomas and Certificates
Merrill Lynch March 2014 - Present
Wheelabrator Technologies Inc., A Waste Management Company 2012 - Present
Marc Automotive, Inc May 2003 - March 2012
CT School of Professional Studies March 2010 - July 2010
Global Entertainment Management December 2009 - April 2010
Skills
Customer Service, Online Marketing, Sales, Marketing, Human Resources, Advertising, Management, Outlook, Microsoft Office, Social Media, Time Management, Public Relations, Social Networking, Microsoft Excel, Event Planning, Microsoft Word
Education
University of Bridgeport 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Connecticut 2007 — 2011
English, Business
Bunnell High School
High School Diploma, High School/Secondary Diplomas and Certificates
Bob Morel's Merrill Lynch Experience June 2007 - January 2008
Job Senior Financial Reporting & Accounting Policy Consultant at Aetna
Industry Insurance
Experience
Aetna January 2013 - Present
The Hartford August 2008 - January 2013
University of Connecticut Libraries September 2004 - May 2008
Merrill Lynch June 2007 - January 2008
Skills
Insurance, Disability Insurance, Employee Benefits, Financial Services, Customer Service, PeopleSoft, Health Insurance, Relationship Management, Business Analysis, Life Insurance, Microsoft Office, Process Improvement, Risk Management, Underwriting, Middle Market, Wealth Management
Education
The University of Connecticut 2004 — 2008
Bachelors, Finance
Aetna January 2013 - Present
The Hartford August 2008 - January 2013
University of Connecticut Libraries September 2004 - May 2008
Merrill Lynch June 2007 - January 2008
Skills
Insurance, Disability Insurance, Employee Benefits, Financial Services, Customer Service, PeopleSoft, Health Insurance, Relationship Management, Business Analysis, Life Insurance, Microsoft Office, Process Improvement, Risk Management, Underwriting, Middle Market, Wealth Management
Education
The University of Connecticut 2004 — 2008
Bachelors, Finance
Bill Waite Bill Waite's Merrill Lynch Experience July 2000 - July 2001
Job
Industry Management Consulting
Experience
Semnia LLC February 2014 - Present
Connecticut Center for Economic Analysis May 2010 - February 2014
RPM Sustainable Technologies March 2013 - July 2013
SMC Capital, Inc. October 2007 - August 2009
The AEgis Technology Group, Inc. April 2006 - April 2009
Blue Grouse Partners LLC August 2006 - September 2007
Lifespan February 2003 - February 2006
Vanderbilt Medical Center 2001 - 2003
Merrill Lynch July 2000 - July 2001
Vanderbilt University Medical Center January 1999 - June 2000
Skills
Research, Strategic Planning, Data Analysis, Teaching, Non-profits, Analysis, Higher Education, Fundraising, Program Management, Project Management, Grant Writing, Qualitative Research, Proposal Writing, Contract Negotiation, Management Consulting, Entrepreneurial Finance, Entrepreneurial..., Start-up Ventures, Securities, Fixed Income Analysis, Stock Option, Asset Backed Lending, Asset Based Finance, New Venture Development, Venture Financing, Program Evaluation, Alternative Investments, Sustainable Energy, Energy Policy, Renewable Energy, Market Analysis, Biofuels, Macroeconomics, Financial Institutions, Banking, Economic Development, Market Research, Business Strategy, Management, Economics, Business Development, Nonprofits, Financial Analysis, Policy Analysis, Public Policy, Venture Capital, Finance, Quantitative Analytics, Investments, Budgets
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Business
The University of Connecticut 2009 — 2013
Master's degree, Economics
Vanderbilt University 1994 — 1998
BA, Philosophy
Louisville Collegiate School 1989 — 1994
High School
Semnia LLC February 2014 - Present
Connecticut Center for Economic Analysis May 2010 - February 2014
RPM Sustainable Technologies March 2013 - July 2013
SMC Capital, Inc. October 2007 - August 2009
The AEgis Technology Group, Inc. April 2006 - April 2009
Blue Grouse Partners LLC August 2006 - September 2007
Lifespan February 2003 - February 2006
Vanderbilt Medical Center 2001 - 2003
Merrill Lynch July 2000 - July 2001
Vanderbilt University Medical Center January 1999 - June 2000
Skills
Research, Strategic Planning, Data Analysis, Teaching, Non-profits, Analysis, Higher Education, Fundraising, Program Management, Project Management, Grant Writing, Qualitative Research, Proposal Writing, Contract Negotiation, Management Consulting, Entrepreneurial Finance, Entrepreneurial..., Start-up Ventures, Securities, Fixed Income Analysis, Stock Option, Asset Backed Lending, Asset Based Finance, New Venture Development, Venture Financing, Program Evaluation, Alternative Investments, Sustainable Energy, Energy Policy, Renewable Energy, Market Analysis, Biofuels, Macroeconomics, Financial Institutions, Banking, Economic Development, Market Research, Business Strategy, Management, Economics, Business Development, Nonprofits, Financial Analysis, Policy Analysis, Public Policy, Venture Capital, Finance, Quantitative Analytics, Investments, Budgets
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Business
The University of Connecticut 2009 — 2013
Master's degree, Economics
Vanderbilt University 1994 — 1998
BA, Philosophy
Louisville Collegiate School 1989 — 1994
High School
Chuck Dobrow Chuck Dobrow's Merrill Lynch Experience September 1997 - April 1999
Job Investment Management
Industry Investment Management
Experience
Irvine Company May 2009 - Present
Dobrow Consulting January 2004 - Present
First American Capital Management February 2003 - December 2003
Banc of America Capital Management January 2001 - September 2002
MetLife October 1999 - January 2001
Merrill Lynch September 1997 - April 1999
ADP April 1994 - August 1997
Allmerica Financial January 1989 - March 1994
CIGNA July 1979 - December 1988
Skills
Pensions, Real Estate, Institutional..., Asset Management, Investments, Property Management, Portfolio Management, Investment Properties, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Property, Financial Modeling, Selling, Real Estate Economics, Sales, Investment Management, Management, Finance, Customer Service
Education
The University of Connecticut 1980 — 1984
Bloomfield High School 1977 — 1980
Irvine Company May 2009 - Present
Dobrow Consulting January 2004 - Present
First American Capital Management February 2003 - December 2003
Banc of America Capital Management January 2001 - September 2002
MetLife October 1999 - January 2001
Merrill Lynch September 1997 - April 1999
ADP April 1994 - August 1997
Allmerica Financial January 1989 - March 1994
CIGNA July 1979 - December 1988
Skills
Pensions, Real Estate, Institutional..., Asset Management, Investments, Property Management, Portfolio Management, Investment Properties, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Property, Financial Modeling, Selling, Real Estate Economics, Sales, Investment Management, Management, Finance, Customer Service
Education
The University of Connecticut 1980 — 1984
Bloomfield High School 1977 — 1980
Ted O'Connor Ted O'Connor's Merrill Lynch Experience October 2012 - November 2014
Job Director in Prime Brokerage at Société Générale
Industry Investment Banking
Experience
Société Générale March 2015 - Present
Merrill Lynch October 2012 - November 2014
Deutsche Bank Securities Inc. 2004 - October 2012
CAP Advisors LLC 2001 - 2003
Government of Singapore Investment Corp 2000 - 2001
Sloate, Weisman, Murray & Company, Inc. 1992 - 2000
Richard A. Rosenblatt & Co. 1986 - 1992
Skills
Equities, Prime Brokerage, Derivatives, Hedge Funds, Fixed Income, Alternative Investments, Electronic Trading, Swaps, Structured Products, Bloomberg, Options, Equity Trading, Trading, Credit Derivatives, Securities, Bonds, Series 7, Capital Markets, Equity Swaps, FINRA, Finance, Middle Office, Settlement, Trading Systems, Fund Administration, Loans, Leadership, Consulting, Total Return Swaps, Financial Services, Fundraising, Futures, CLO, Clearing, Margin, 1940 Act, UCITS, Marketing Strategy, Regulatory Compliance, Series 24, Asset Allocation, Investment Banking, Asset Management, Risk Management, Financial Markets, Equity Derivatives, Mutual Funds, Investment Management
Education
The University of Connecticut 1983 — 1987
BS, Business Administration/Finance
Northwest Catholic High School 1979 — 1983
Société Générale March 2015 - Present
Merrill Lynch October 2012 - November 2014
Deutsche Bank Securities Inc. 2004 - October 2012
CAP Advisors LLC 2001 - 2003
Government of Singapore Investment Corp 2000 - 2001
Sloate, Weisman, Murray & Company, Inc. 1992 - 2000
Richard A. Rosenblatt & Co. 1986 - 1992
Skills
Equities, Prime Brokerage, Derivatives, Hedge Funds, Fixed Income, Alternative Investments, Electronic Trading, Swaps, Structured Products, Bloomberg, Options, Equity Trading, Trading, Credit Derivatives, Securities, Bonds, Series 7, Capital Markets, Equity Swaps, FINRA, Finance, Middle Office, Settlement, Trading Systems, Fund Administration, Loans, Leadership, Consulting, Total Return Swaps, Financial Services, Fundraising, Futures, CLO, Clearing, Margin, 1940 Act, UCITS, Marketing Strategy, Regulatory Compliance, Series 24, Asset Allocation, Investment Banking, Asset Management, Risk Management, Financial Markets, Equity Derivatives, Mutual Funds, Investment Management
Education
The University of Connecticut 1983 — 1987
BS, Business Administration/Finance
Northwest Catholic High School 1979 — 1983
Kevin McKinlay Kevin McKinlay's Merrill Lynch Experience November 2009 - July 2011
Job National Sales Manager
Industry Telecommunications
Experience
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Seth Panucci's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Dream Catcher LLC June 2008 - March 2014
Skills
Organizational..., Microsoft Office, Public Health, Product Marketing, Construction, Business Development, Cold Calling, Customer Service, Social Networking, 401k, Corporate Retirement..., Investment Advisory, Retirement Planning, Mutual Funds, Investments, Email Marketing, Financial Services, Securities, Strategic Financial..., Financial Planning, Finance, Marketing, Public Speaking, Project Management, Microsoft Word, Management, Leadership
Education
The University of Connecticut 2004 — 2009
Bachelor of Science
Merrill Lynch March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Dream Catcher LLC June 2008 - March 2014
Skills
Organizational..., Microsoft Office, Public Health, Product Marketing, Construction, Business Development, Cold Calling, Customer Service, Social Networking, 401k, Corporate Retirement..., Investment Advisory, Retirement Planning, Mutual Funds, Investments, Email Marketing, Financial Services, Securities, Strategic Financial..., Financial Planning, Finance, Marketing, Public Speaking, Project Management, Microsoft Word, Management, Leadership
Education
The University of Connecticut 2004 — 2009
Bachelor of Science
Scott VanAlstyne Scott VanAlstyne's Merrill Lynch Experience August 1995 - April 1997
Job Financial Operations Executive at J.P. Morgan | Reference Data Management | Asset Servicing Operations Leader
Industry Financial Services
Experience
J.P. Morgan 2000 - Present
Phoenix Life Insurance Company May 1997 - April 2000
Merrill Lynch August 1995 - April 1997
Skills
Reference Data, International Project..., Asset Data Migration, Resource Management, Business Process..., Compliance, Process Optimization, Stakeholder Management, Vendor Management, Asset Pricing, Reference Data..., Project Management, Product Development, Fixed Income, Derivatives, Mutual Funds, Securities, Product Management, Financial Services, Equities, Management, Strategy, Risk Management
Education
The University of Connecticut
Bachelor of Arts, Economics
J.P. Morgan 2000 - Present
Phoenix Life Insurance Company May 1997 - April 2000
Merrill Lynch August 1995 - April 1997
Skills
Reference Data, International Project..., Asset Data Migration, Resource Management, Business Process..., Compliance, Process Optimization, Stakeholder Management, Vendor Management, Asset Pricing, Reference Data..., Project Management, Product Development, Fixed Income, Derivatives, Mutual Funds, Securities, Product Management, Financial Services, Equities, Management, Strategy, Risk Management
Education
The University of Connecticut
Bachelor of Arts, Economics
Dennis Rafferty Dennis Rafferty's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
UConn School of Business November 2014 - Present
Big Y World Class Market August 2012 - Present
SPORTalk February 2015 - May 2015
Kenmont and Kenwood Camps June 2013 - May 2015
Serengetee LLC September 2014 - January 2015
Il Colosseo Resataurant August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Leadership, Social Media, Project Management, Problem Solving, Management, PowerPoint, Research, Video Editing, Basecamp
Education
University of Connecticut 2013 — 2017
Bachelor's degree, Finance, General, Sophomore
New Milford High School 2009 — 2013
Merrill Lynch May 2015 - Present
UConn School of Business November 2014 - Present
Big Y World Class Market August 2012 - Present
SPORTalk February 2015 - May 2015
Kenmont and Kenwood Camps June 2013 - May 2015
Serengetee LLC September 2014 - January 2015
Il Colosseo Resataurant August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Leadership, Social Media, Project Management, Problem Solving, Management, PowerPoint, Research, Video Editing, Basecamp
Education
University of Connecticut 2013 — 2017
Bachelor's degree, Finance, General, Sophomore
New Milford High School 2009 — 2013
Julie Ferri Julie Ferri's Merrill Lynch Experience September 2009 - December 2009
Job Account Manager at Houzz
Industry Marketing and Advertising
Experience
Houzz November 2014 - Present
Rockit Solutions, LLC (A Rockefeller Company) July 2013 - October 2014
Rockit Solutions, LLC (A Rockefeller Company) February 2012 - July 2013
Rockit Solutions, LLC (A Rockefeller Company) May 2011 - February 2012
Wells Fargo September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Delta Sigma Pi September 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Union Street Market September 2007 - October 2008
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Bloomberg, Access, Microsoft Excel, Analysis, Microsoft Word, Investments, Banking, Microsoft Office, Financial Reporting, Sales, Finance, Hedge Funds, Management, Equities, Financial Analysis, Marketing
Education
University of Connecticut 2006 — 2010
BS in Business Administration, Business Management
Houzz November 2014 - Present
Rockit Solutions, LLC (A Rockefeller Company) July 2013 - October 2014
Rockit Solutions, LLC (A Rockefeller Company) February 2012 - July 2013
Rockit Solutions, LLC (A Rockefeller Company) May 2011 - February 2012
Wells Fargo September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Delta Sigma Pi September 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Union Street Market September 2007 - October 2008
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Bloomberg, Access, Microsoft Excel, Analysis, Microsoft Word, Investments, Banking, Microsoft Office, Financial Reporting, Sales, Finance, Hedge Funds, Management, Equities, Financial Analysis, Marketing
Education
University of Connecticut 2006 — 2010
BS in Business Administration, Business Management
Harris Agbor's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst FP&A, Warner Music Group
Industry Financial Services
Experience
Warner Music Group October 2014 - Present
Foot Locker June 2013 - October 2014
Foot Locker November 2012 - June 2013
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Strategic Financial..., PowerPoint, Leadership, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Modeling, Accounting, Internal Controls, Event Planning
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Business; Finance
University of Connecticut 2007 — 2011
Bachelor of Arts (Dual, Political Science
Warner Music Group October 2014 - Present
Foot Locker June 2013 - October 2014
Foot Locker November 2012 - June 2013
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Strategic Financial..., PowerPoint, Leadership, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Modeling, Accounting, Internal Controls, Event Planning
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Business; Finance
University of Connecticut 2007 — 2011
Bachelor of Arts (Dual, Political Science
mathieu olivier mathieu olivier's Merrill Lynch Experience June 2009 - June 2010
Job Sales Manager at Flagship Merchant Services
Industry Financial Services
Experience
Flagship Merchant Services April 2011 - Present
Flagship Merchant Services April 2010 - October 2014
UCONN Property Management October 2008 - October 2010
Merrill Lynch June 2009 - June 2010
Town of Woburn May 2008 - June 2009
Skills
Sales, Salesforce.com, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sports, Merchant Services, Analysis, Business Development, CRM, Customer Service, Direct Sales, Management, Marketing, New Business Development, Portfolio Management, Leadership, Sales Management, Social Networking, Time Management, Strategic Planning, Sales Process, Social Media
Education
University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Economics
Flagship Merchant Services April 2011 - Present
Flagship Merchant Services April 2010 - October 2014
UCONN Property Management October 2008 - October 2010
Merrill Lynch June 2009 - June 2010
Town of Woburn May 2008 - June 2009
Skills
Sales, Salesforce.com, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sports, Merchant Services, Analysis, Business Development, CRM, Customer Service, Direct Sales, Management, Marketing, New Business Development, Portfolio Management, Leadership, Sales Management, Social Networking, Time Management, Strategic Planning, Sales Process, Social Media
Education
University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Economics
Benjamin Bouchard Benjamin Bouchard's Merrill Lynch Experience July 2011 - June 2012
Job Internal Wholesaler at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management June 2012 - Present
Merrill Lynch July 2011 - June 2012
Skills
Financial Sales,...
Education
University of Connecticut 2005 — 2010
BA, Economics
Voya Investment Management June 2012 - Present
Merrill Lynch July 2011 - June 2012
Skills
Financial Sales,...
Education
University of Connecticut 2005 — 2010
BA, Economics
Brian Scala Brian Scala's Merrill Lynch Experience July 2015 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Halloran & Sage LLP March 2014 - July 2015
CIS Group, LLC May 2012 - February 2014
Connecticut Transportation Safety Research Center April 2013 - December 2013
The Ohio State University Department of Athletics August 2012 - December 2012
United States Marine Corps January 2012 - March 2012
Skills
Insurance, Data Entry, Recruiting, Analysis, Claim, Customer Service, Underwriting, Process Improvement, Microsoft Office, Microsoft Excel, Training, Project Management, Property & Casualty..., Team Leadership, Program Management
Education
University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Merrill Lynch July 2015 - Present
Halloran & Sage LLP March 2014 - July 2015
CIS Group, LLC May 2012 - February 2014
Connecticut Transportation Safety Research Center April 2013 - December 2013
The Ohio State University Department of Athletics August 2012 - December 2012
United States Marine Corps January 2012 - March 2012
Skills
Insurance, Data Entry, Recruiting, Analysis, Claim, Customer Service, Underwriting, Process Improvement, Microsoft Office, Microsoft Excel, Training, Project Management, Property & Casualty..., Team Leadership, Program Management
Education
University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Alex Cohen Alex Cohen's Merrill Lynch Experience 2011 - December 2014
Job Account Executive at Reed Exhibitions US
Industry Financial Services
Experience
ReedPOP March 2015 - Present
Bombas October 2014 - Present
The Prospector Theater December 2014 - February 2015
Merrill Lynch 2011 - December 2014
Chase Investment Services Corp May 2010 - 2011
JPMorgan Chase July 2008 - May 2010
Sugarbush Resort January 2006 - May 2008
Peppercom: Strategic Communications July 2007 - January 2008
Eesa Lux Layering April 2007 - July 2007
Rome Snowboard Design Syndicate March 2007 - July 2007
Skills
Finance, Strategic Financial..., Wealth Management, Trust and Estate..., Retirement Planning, Marketing, Viral Marketing, College Savings Plans, Networking, Mutual Funds, Portfolio Management, Banking, Investment Strategies, Social Media, Social Media Marketing, Leadership
Education
University of Vermont School of Business Administration 2007 2003 — 2007
B.S.B.A, Marketing Concentration
Staples
University of Connecticut
University of Connecticut
ReedPOP March 2015 - Present
Bombas October 2014 - Present
The Prospector Theater December 2014 - February 2015
Merrill Lynch 2011 - December 2014
Chase Investment Services Corp May 2010 - 2011
JPMorgan Chase July 2008 - May 2010
Sugarbush Resort January 2006 - May 2008
Peppercom: Strategic Communications July 2007 - January 2008
Eesa Lux Layering April 2007 - July 2007
Rome Snowboard Design Syndicate March 2007 - July 2007
Skills
Finance, Strategic Financial..., Wealth Management, Trust and Estate..., Retirement Planning, Marketing, Viral Marketing, College Savings Plans, Networking, Mutual Funds, Portfolio Management, Banking, Investment Strategies, Social Media, Social Media Marketing, Leadership
Education
University of Vermont School of Business Administration 2007 2003 — 2007
B.S.B.A, Marketing Concentration
Staples
University of Connecticut
University of Connecticut
Kate Varnum Kate Varnum's Merrill Lynch Experience June 2008 - August 2008
Job Campus Recruiting at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates June 2015 - Present
Teach For America June 2014 - May 2015
Teach For America July 2013 - June 2014
Teach for America June 2011 - June 2013
Annual Fund, University of Miami August 2009 - September 2010
Delta Phi Epsilon Omega Chapter December 2008 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Recruiting, Community Outreach, Leadership, Fundraising, Finance, Teaching, Event Management, Curriculum Design, Public Relations, Social Media Marketing, Salesforce.com, Brand Strategy, Staff Development, Data Analysis, Microsoft Excel, Social Media, Public Speaking, Operations Management, Social Networking, Higher Education, Tutoring, Microsoft Word, Volunteer Management, Editing, Inspiring People, Microsoft Office, Curriculum Development, Marketing, Strategic Planning, Leadership Development
Education
University of Colorado at Denver 2011 — 2013
Master's Degree, Curriculum and Instruction: Pedagogy in Urban Education, 3.7
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Double Major: Management & International Finance and Marketing, 3.45
Universidad de Alicante, Alicante, Spain 2010 — 2010
International Business Program, Spring 2010
Bridgewater Associates June 2015 - Present
Teach For America June 2014 - May 2015
Teach For America July 2013 - June 2014
Teach for America June 2011 - June 2013
Annual Fund, University of Miami August 2009 - September 2010
Delta Phi Epsilon Omega Chapter December 2008 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Recruiting, Community Outreach, Leadership, Fundraising, Finance, Teaching, Event Management, Curriculum Design, Public Relations, Social Media Marketing, Salesforce.com, Brand Strategy, Staff Development, Data Analysis, Microsoft Excel, Social Media, Public Speaking, Operations Management, Social Networking, Higher Education, Tutoring, Microsoft Word, Volunteer Management, Editing, Inspiring People, Microsoft Office, Curriculum Development, Marketing, Strategic Planning, Leadership Development
Education
University of Colorado at Denver 2011 — 2013
Master's Degree, Curriculum and Instruction: Pedagogy in Urban Education, 3.7
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Double Major: Management & International Finance and Marketing, 3.45
Universidad de Alicante, Alicante, Spain 2010 — 2010
International Business Program, Spring 2010
Christopher Brunau's Merrill Lynch Experience June 2009 - August 2009
Job Business Writer at Datto, Inc.
Industry Online Media
Experience
Datto, Inc. July 2015 - Present
The Hartford Courant June 2013 - July 2015
Fashion Nerrd Inc. January 2012 - June 2013
Major League Baseball March 2012 - August 2012
UCTV Student Television May 2008 - May 2010
Merrill Lynch June 2009 - August 2009
New Haven Register May 2008 - August 2008
Skills
Journalism, Writing, AP Style, News Writing, Blogging, Audio Editing, Final Cut Pro, Social Media, Video Editing, Wordpress, Sports Writing
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Journalism and Communication
Datto, Inc. July 2015 - Present
The Hartford Courant June 2013 - July 2015
Fashion Nerrd Inc. January 2012 - June 2013
Major League Baseball March 2012 - August 2012
UCTV Student Television May 2008 - May 2010
Merrill Lynch June 2009 - August 2009
New Haven Register May 2008 - August 2008
Skills
Journalism, Writing, AP Style, News Writing, Blogging, Audio Editing, Final Cut Pro, Social Media, Video Editing, Wordpress, Sports Writing
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Journalism and Communication
Arthur Landmesser Arthur Landmesser's Merrill Lynch Experience May 2009 - July 2009
Job Delivery Specialist at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt April 2013 - Present
First County Bank January 2012 - April 2013
First County Bank May 2010 - February 2012
Social Chair January 2011 - June 2011
Fundraising Chair July 2010 - December 2010
Merrill Lynch May 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Commercial Lending, Sales, Facebook, Banking, Customer Service, Risk Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Economics
University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Economics
Aon Hewitt April 2013 - Present
First County Bank January 2012 - April 2013
First County Bank May 2010 - February 2012
Social Chair January 2011 - June 2011
Fundraising Chair July 2010 - December 2010
Merrill Lynch May 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Commercial Lending, Sales, Facebook, Banking, Customer Service, Risk Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Economics
University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Economics
Caesar Rossitto's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Novartis 2013 - April 2014
Novartis Pharmaceuticals November 2009 - November 2013
Novartis November 2007 - November 2009
Novartis January 2006 - October 2007
Novartis Consumer Health December 2004 - January 2006
New Britian General Hospital May 2004 - December 2004
The Home Depot April 1994 - April 2004
Skills
Goals Based Wealth..., Retirement Planning, Financial Planning, Pharmaceutical Sales, Pharmaceutical Industry, Healthcare, Cardiology, Rheumatology, Urology, Neurology, Business Planning, Buy & Bill, OB/GYN, Medical Devices, Gastroenterology, Infusion, Account Management, Internal Medicine, Strategic Planning, New Business Development, Diabetes, Product Launch
Education
University of Connecticut 2001 — 2004
BS, Dietetics
Manchester Community College 1996 — 1998
Associate's degree, General Studies
Merrill Lynch September 2014 - Present
Novartis 2013 - April 2014
Novartis Pharmaceuticals November 2009 - November 2013
Novartis November 2007 - November 2009
Novartis January 2006 - October 2007
Novartis Consumer Health December 2004 - January 2006
New Britian General Hospital May 2004 - December 2004
The Home Depot April 1994 - April 2004
Skills
Goals Based Wealth..., Retirement Planning, Financial Planning, Pharmaceutical Sales, Pharmaceutical Industry, Healthcare, Cardiology, Rheumatology, Urology, Neurology, Business Planning, Buy & Bill, OB/GYN, Medical Devices, Gastroenterology, Infusion, Account Management, Internal Medicine, Strategic Planning, New Business Development, Diabetes, Product Launch
Education
University of Connecticut 2001 — 2004
BS, Dietetics
Manchester Community College 1996 — 1998
Associate's degree, General Studies
Matthew McCluskey Matthew McCluskey's Merrill Lynch Experience November 1999 - January 2001
Job CoFounder & Digital Media Officer
Industry Marketing and Advertising
Experience
Enlightenment Media Inc. November 2003 - Present
AT&T December 2009 - May 2011
AT&T December 2008 - December 2009
Carpet Busters Inc November 2002 - November 2007
Merrill Lynch November 1999 - January 2001
Skills
SEO, SEO copywriting, Lead Generation, SEM, Social Media, Display Advertising, Advertising Sales, Sales Management, CRM, Strategy, Online Advertising, Web Marketing, Market Research, Marketing Strategy, Business Development, Start-ups, Entrepreneurship, Account Management, Advertising, Affiliate Marketing, Marketing, Customer Acquisition, Digital Marketing, Google Analytics, Search Advertising, Web Analytics, Leadership, E-commerce, Social Media Marketing, Strategic Planning, Sales, Mobile Marketing, Digital Media, Online Marketing, PPC, Analytics, Google Adwords, Digital Strategy, Strategic Partnerships, Mobile Advertising, Email Marketing, B2B Marketing, Direct Marketing, Interactive Marketing, Salesforce.com, Media Buying, B2B, Integrated Marketing, Omniture, Online Lead Generation
Education
University of Colorado Denver 1998 — 2003
BA, Economics
Cherry Creek
University of Missouri-Columbia
Bachelor's degree, Economics
Enlightenment Media Inc. November 2003 - Present
AT&T December 2009 - May 2011
AT&T December 2008 - December 2009
Carpet Busters Inc November 2002 - November 2007
Merrill Lynch November 1999 - January 2001
Skills
SEO, SEO copywriting, Lead Generation, SEM, Social Media, Display Advertising, Advertising Sales, Sales Management, CRM, Strategy, Online Advertising, Web Marketing, Market Research, Marketing Strategy, Business Development, Start-ups, Entrepreneurship, Account Management, Advertising, Affiliate Marketing, Marketing, Customer Acquisition, Digital Marketing, Google Analytics, Search Advertising, Web Analytics, Leadership, E-commerce, Social Media Marketing, Strategic Planning, Sales, Mobile Marketing, Digital Media, Online Marketing, PPC, Analytics, Google Adwords, Digital Strategy, Strategic Partnerships, Mobile Advertising, Email Marketing, B2B Marketing, Direct Marketing, Interactive Marketing, Salesforce.com, Media Buying, B2B, Integrated Marketing, Omniture, Online Lead Generation
Education
University of Colorado Denver 1998 — 2003
BA, Economics
Cherry Creek
University of Missouri-Columbia
Bachelor's degree, Economics
Jason Ruscio's Merrill Lynch Experience October 2006 - October 2014
Job Equity Derivatives Trade Support at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch October 2014 - Present
Merrill Lynch October 2006 - October 2014
Skills
Equities, Securities, Asset Management, Fixed Income, Bloomberg, Risk Arbitrage, Mergers & Acquisitions, Options, Structured Products, Securities Lending, Prime Brokerage, Proprietary Trading, Middle Office, Investment Banking, Equity Derivatives, Swaps, Equity Trading, Corporate Actions, Financial Services
Education
The University of Connecticut 2002 — 2006
Bachelor of Science (B.S.), Resource Economics
Bank of America Merrill Lynch October 2014 - Present
Merrill Lynch October 2006 - October 2014
Skills
Equities, Securities, Asset Management, Fixed Income, Bloomberg, Risk Arbitrage, Mergers & Acquisitions, Options, Structured Products, Securities Lending, Prime Brokerage, Proprietary Trading, Middle Office, Investment Banking, Equity Derivatives, Swaps, Equity Trading, Corporate Actions, Financial Services
Education
The University of Connecticut 2002 — 2006
Bachelor of Science (B.S.), Resource Economics
Jeff Elinsky's Merrill Lynch Experience December 2007 - December 2008
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation May 2012 - Present
Elevations Credit Union June 2009 - May 2012
Merrill Lynch December 2007 - December 2008
Morgan Stanley January 2004 - December 2007
Washington Mutual June 2002 - December 2003
Marsh March 1999 - June 2002
Skills
Finance, Investments, Wealth Management, Management, Series 7, Leadership, Mutual Funds, Financial Planning, Financial Services, Financial Analysis
Education
University of Colorado Denver 1995 — 1999
MBA, General
William & Mary
BA, English
First Financial Equity Corporation May 2012 - Present
Elevations Credit Union June 2009 - May 2012
Merrill Lynch December 2007 - December 2008
Morgan Stanley January 2004 - December 2007
Washington Mutual June 2002 - December 2003
Marsh March 1999 - June 2002
Skills
Finance, Investments, Wealth Management, Management, Series 7, Leadership, Mutual Funds, Financial Planning, Financial Services, Financial Analysis
Education
University of Colorado Denver 1995 — 1999
MBA, General
William & Mary
BA, English
Nilou Ipaktchi Nilou Ipaktchi's Merrill Lynch Experience June 1999 - December 2001
Job Marketing Operations Supervisor
Industry Biotechnology
Experience
Tria Beauty March 2009 - Present
Fidelity Capital Funding March 2003 - February 2009
Merrill Lynch June 1999 - December 2001
Invesco January 1996 - May 1999
Skills
Project Management, Management, Team Building, Leadership, Customer Service, Financial Analysis, Strategic Planning, Account Management, SharePoint, Hybris, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Analysis, Team Leadership, MS office applications,..., Microsoft CRM, CyberSource, Strategy, Training
Education
University of Colorado Denver 1989 — 1994
Bachelor, Biology
University of Colorado Denver
Bachelor of Science (BS), Biology/Biological Sciences, General
Tria Beauty March 2009 - Present
Fidelity Capital Funding March 2003 - February 2009
Merrill Lynch June 1999 - December 2001
Invesco January 1996 - May 1999
Skills
Project Management, Management, Team Building, Leadership, Customer Service, Financial Analysis, Strategic Planning, Account Management, SharePoint, Hybris, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Analysis, Team Leadership, MS office applications,..., Microsoft CRM, CyberSource, Strategy, Training
Education
University of Colorado Denver 1989 — 1994
Bachelor, Biology
University of Colorado Denver
Bachelor of Science (BS), Biology/Biological Sciences, General
Nicholas Sheridan, CFP, CRPC Nicholas Sheridan, CFP, CRPC's Merrill Lynch Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Skills
Finance, Portfolio Management, Wealth Management, Investments, Financial Planning, Asset Management
Education
University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Merrill Lynch June 2013 - Present
Skills
Finance, Portfolio Management, Wealth Management, Investments, Financial Planning, Asset Management
Education
University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Justin Kenny Justin Kenny's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch May 2015 - Present
SPORTalk September 2014 - Present
J.Crew June 2014 - Present
University of Connecticut August 2013 - Present
Skills
Organizational..., Time Management, Microsoft Word, Customer Service, Marketing Leadership, Teamwork, Sales, Social Networking, Public Speaking, Research
Education
University of Connecticut 2013 — 2017
Bachelor's Degree, Finance, General
Merrill Lynch May 2015 - Present
SPORTalk September 2014 - Present
J.Crew June 2014 - Present
University of Connecticut August 2013 - Present
Skills
Organizational..., Time Management, Microsoft Word, Customer Service, Marketing Leadership, Teamwork, Sales, Social Networking, Public Speaking, Research
Education
University of Connecticut 2013 — 2017
Bachelor's Degree, Finance, General
Jaclyn O'Driscoll Jaclyn O'Driscoll's Merrill Lynch Experience April 2011 - July 2011
Job Compensation and Benefits Analyst at PepsiCo
Industry Food & Beverages
Experience
PepsiCo December 2014 - Present
Macy's June 2014 - November 2014
Macy's October 2013 - May 2014
Macy's June 2012 - May 2014
Macy's February 2013 - October 2013
Macy's June 2012 - February 2013
Xavier University August 2011 - May 2012
D'Artagnan Capital Fund August 2011 - May 2012
Merrill Lynch April 2011 - July 2011
Xavier University August 2009 - May 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Time Management, PowerPoint, Program Management, Employee Benefits, Management, Financial Analysis, Retail, Access, Research, Leadership, Excel, PeopleSoft, Analysis, Microsoft Office
Education
Xavier University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
University of Connecticut-Stamford
Master of Business Administration (M.B.A.)
PepsiCo December 2014 - Present
Macy's June 2014 - November 2014
Macy's October 2013 - May 2014
Macy's June 2012 - May 2014
Macy's February 2013 - October 2013
Macy's June 2012 - February 2013
Xavier University August 2011 - May 2012
D'Artagnan Capital Fund August 2011 - May 2012
Merrill Lynch April 2011 - July 2011
Xavier University August 2009 - May 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Time Management, PowerPoint, Program Management, Employee Benefits, Management, Financial Analysis, Retail, Access, Research, Leadership, Excel, PeopleSoft, Analysis, Microsoft Office
Education
Xavier University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
University of Connecticut-Stamford
Master of Business Administration (M.B.A.)
Katherine Grzywacz Katherine Grzywacz's Merrill Lynch Experience February 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Grove Hill Medical Center June 2009 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Client Relations, Salesforce.com
Education
The University of Connecticut 2009 — 2013
Merrill Lynch February 2012 - Present
Grove Hill Medical Center June 2009 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Client Relations, Salesforce.com
Education
The University of Connecticut 2009 — 2013
Amanda Rapolla Amanda Rapolla's Merrill Lynch Experience May 2011 - Present
Job Client Associate at Merrill Lynch
Industry Internet
Experience
Merrill Lynch May 2011 - Present
Adknowledge December 2006 - May 2011
Searchfeed.com 2006 - 2009
Skills
Microsoft Office, Microsoft Excel, Internet Research, Event Planning
Education
University of Connecticut 2002 — 2006
Merrill Lynch May 2011 - Present
Adknowledge December 2006 - May 2011
Searchfeed.com 2006 - 2009
Skills
Microsoft Office, Microsoft Excel, Internet Research, Event Planning
Education
University of Connecticut 2002 — 2006
Walter Shay Walter Shay's Merrill Lynch Experience February 1984 - September 2008
Job Manager of Big Data/Advanced Analytics
Industry Logistics and Supply Chain
Experience
CSX Technology November 2012 - Present
Merrill Lynch February 1984 - September 2008
Skills
Hadoop, SAP HANA, Big Data, Data Warehousing, Business Intelligence, IT Management, Project Management, Business Analysis, Process Improvement, DB2, SQL, Oracle, Microsoft SQL Server, Mainframe, Architecture, Big Insights
Education
The University of Connecticut 1979 — 1983
Bachelor's degree
CSX Technology November 2012 - Present
Merrill Lynch February 1984 - September 2008
Skills
Hadoop, SAP HANA, Big Data, Data Warehousing, Business Intelligence, IT Management, Project Management, Business Analysis, Process Improvement, DB2, SQL, Oracle, Microsoft SQL Server, Mainframe, Architecture, Big Insights
Education
The University of Connecticut 1979 — 1983
Bachelor's degree
Stephanie Wexler Stephanie Wexler's Merrill Lynch Experience May 2007 - August 2007
Job Product Developer at FactSet
Industry Financial Services
Experience
FactSet September 2014 - Present
Battea Class Action Services August 2013 - July 2014
New York Life Insurance Company June 2010 - July 2013
The McIntyre Group January 2010 - June 2010
Acacia Innovation June 2008 - June 2010
Merrill Lynch May 2007 - August 2007
Skills
Access, Microsoft Excel, Insurance, Outlook, Marketing, PowerPoint, Facebook, Databases, Microsoft Office, Visio, Lotus Notes, Advertising, Event Planning, Financial Services, SharePoint, VBA, Windows, Adobe Acrobat, Social Networking, Microsoft Word, Data Entry, SQL, 409A, ACT!, Salesforce.com, Adobe Creative Suite, AML, BlackRock, Compliance, Dreamweaver, Employee Benefits, ERISA, Event Management, Fixed income, LinkedIn, Marketing Strategy, Mac OS X, Morningstar, MS Excel Pivot Tables, Oracle AR, Organizational..., Photo Editing, Photography, Photoshop, Public Speaking, SAP HR, Satuit, SOX, Teamwork, Variable Products
Education
The University of Connecticut 2006 — 2009
BSBA, Business & Technology, Marketing, Advertising
FactSet September 2014 - Present
Battea Class Action Services August 2013 - July 2014
New York Life Insurance Company June 2010 - July 2013
The McIntyre Group January 2010 - June 2010
Acacia Innovation June 2008 - June 2010
Merrill Lynch May 2007 - August 2007
Skills
Access, Microsoft Excel, Insurance, Outlook, Marketing, PowerPoint, Facebook, Databases, Microsoft Office, Visio, Lotus Notes, Advertising, Event Planning, Financial Services, SharePoint, VBA, Windows, Adobe Acrobat, Social Networking, Microsoft Word, Data Entry, SQL, 409A, ACT!, Salesforce.com, Adobe Creative Suite, AML, BlackRock, Compliance, Dreamweaver, Employee Benefits, ERISA, Event Management, Fixed income, LinkedIn, Marketing Strategy, Mac OS X, Morningstar, MS Excel Pivot Tables, Oracle AR, Organizational..., Photo Editing, Photography, Photoshop, Public Speaking, SAP HR, Satuit, SOX, Teamwork, Variable Products
Education
The University of Connecticut 2006 — 2009
BSBA, Business & Technology, Marketing, Advertising
Rosemary Koerwer Rosemary Koerwer's Merrill Lynch Experience May 1988 - December 1996
Job Client Service Manager at Southport Financial Group / Raymond James
Industry Financial Services
Experience
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Lydia Kowinko's Merrill Lynch Experience June 2012 - August 2012
Job Investment Analyst at GE Capital
Industry Financial Services
Experience
GE Capital July 2013 - Present
Commission on Human Rights and Opportunities January 2013 - May 2013
University of Connecticut September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Dan Roberti for Congress May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Economics, Macroeconomics, Stata, Microsoft Excel, EViews, Argus Modeling, Data Analysis, PowerPoint, Microsoft Office, Market Research, Microsoft Word
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics and History
St Joseph High School
St Joseph High School
The University of Connecticut
GE Capital July 2013 - Present
Commission on Human Rights and Opportunities January 2013 - May 2013
University of Connecticut September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Dan Roberti for Congress May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Economics, Macroeconomics, Stata, Microsoft Excel, EViews, Argus Modeling, Data Analysis, PowerPoint, Microsoft Office, Market Research, Microsoft Word
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics and History
St Joseph High School
St Joseph High School
The University of Connecticut
Daniel Cewe Daniel Cewe's Merrill Lynch Experience June 2010 - June 2012
Job Financial Consultant, Citizens Investment Services
Industry Investment Management
Experience
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Paul Metheny Paul Metheny's Merrill Lynch Experience 2011 - 2011
Job Alternative Investments Fund Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance 2015 - Present
Teach For America 2012 - 2014
University of Connecticut 2011 - 2012
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, GPA - 3.45 (4.0)
University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
Eaton Vance 2015 - Present
Teach For America 2012 - 2014
University of Connecticut 2011 - 2012
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, GPA - 3.45 (4.0)
University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
David Longfritz David Longfritz's Merrill Lynch Experience 1983 - 1989
Job Head of Marketing and Business Development at National Life Group
Industry Financial Services
Experience
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Jack Petry's Merrill Lynch Experience September 2010 - May 2011
Job Audit Specialist at Cigna
Industry Insurance
Experience
Cigna Healthcare January 2015 - Present
CIGNA Healthcare June 2011 - December 2014
Merrill Lynch September 2010 - May 2011
The Hartford Business Journal May 2010 - July 2010
Skills
Microsoft Office, Employee Benefits, Health Insurance, Underwriting, Software Documentation, Brokers, Outlook, Insurance, Healthcare, Event Management, Leadership, Customer Service, Training, Strategic Planning, Account Management, Health Savings Accounts, 401k, Data Analysis
Education
University of Hartford 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2007 — 2011
Economics, Minor: Business
Cigna Healthcare January 2015 - Present
CIGNA Healthcare June 2011 - December 2014
Merrill Lynch September 2010 - May 2011
The Hartford Business Journal May 2010 - July 2010
Skills
Microsoft Office, Employee Benefits, Health Insurance, Underwriting, Software Documentation, Brokers, Outlook, Insurance, Healthcare, Event Management, Leadership, Customer Service, Training, Strategic Planning, Account Management, Health Savings Accounts, 401k, Data Analysis
Education
University of Hartford 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2007 — 2011
Economics, Minor: Business
Pamela Carew Pamela Carew's Merrill Lynch Experience July 1996 - January 2001
Job Architectural AutoCAD Drafting / Administrative Assistant
Industry Architecture & Planning
Experience
PCdrafting 2008 - Present
Barnstable County Agricultural Society March 2011 - Present
Schwartz Design Showroom November 2003 - July 2008
CitiStreet January 2001 - September 2003
Merrill Lynch July 1996 - January 2001
AT&T September 1994 - June 1996
Skills
Access, Analysis, Payroll, Program Management, Time Management, Microsoft Excel, Customer Service, QuickBooks, Sales, Unix, Spreadsheets, Visio, Microsoft Office, Project Management, Process Improvement, Business Analysis, Team Building, Recruiting, AutoCAD drafting, Interior Design, Software Documentation, Performance Management, Human Resources
Education
The University of Connecticut
Bachelor of Fine Arts (B.F.A.), Graphic Design
Berkeley College - Paramus, NJ
Associate of Science (A.S.), Interior Design
Computer Processing Institute
certificate, Mainframe Computer Programming
PCdrafting 2008 - Present
Barnstable County Agricultural Society March 2011 - Present
Schwartz Design Showroom November 2003 - July 2008
CitiStreet January 2001 - September 2003
Merrill Lynch July 1996 - January 2001
AT&T September 1994 - June 1996
Skills
Access, Analysis, Payroll, Program Management, Time Management, Microsoft Excel, Customer Service, QuickBooks, Sales, Unix, Spreadsheets, Visio, Microsoft Office, Project Management, Process Improvement, Business Analysis, Team Building, Recruiting, AutoCAD drafting, Interior Design, Software Documentation, Performance Management, Human Resources
Education
The University of Connecticut
Bachelor of Fine Arts (B.F.A.), Graphic Design
Berkeley College - Paramus, NJ
Associate of Science (A.S.), Interior Design
Computer Processing Institute
certificate, Mainframe Computer Programming
Andy Passero's Merrill Lynch Experience April 2010 - May 2011
Job Associate at K2 Advisors
Industry Financial Services
Experience
K2 Advisors July 2012 - Present
K2 Advisors May 2011 - April 2012
Merrill Lynch April 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Fashion Blogging, Asset Management, Fixed Income, Derivatives, Bloomberg, Economics, Golf, National Association of..., Investments, Capital Markets, Finance, Quantitative Analytics, Portfolio Management, Hedge Funds, VBA, Dating Coach, Professional Women, Music, Equities, SQL, Quantitative Finance, Fun At Work, Alternative Investments, Financial Markets, Financial Analysis, Jeep, Financial Modeling, Anti-aging Products, Valuation, Online Dating
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Finance
K2 Advisors July 2012 - Present
K2 Advisors May 2011 - April 2012
Merrill Lynch April 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Fashion Blogging, Asset Management, Fixed Income, Derivatives, Bloomberg, Economics, Golf, National Association of..., Investments, Capital Markets, Finance, Quantitative Analytics, Portfolio Management, Hedge Funds, VBA, Dating Coach, Professional Women, Music, Equities, SQL, Quantitative Finance, Fun At Work, Alternative Investments, Financial Markets, Financial Analysis, Jeep, Financial Modeling, Anti-aging Products, Valuation, Online Dating
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Finance
Alex Amarante Alex Amarante's Merrill Lynch Experience June 2012 - August 2012
Job Senior Investment Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt January 2014 - April 2015
Vineyard Vines May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Habitat for Humanity ReStore May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Private Equity, Bloomberg, Financial Analysis, Financial Reporting, Research, Mutual Funds, Microsoft Word, Market Research, Time Management, Bonds, Accounting, Finance, Investments, Wealth Management, Consulting, Asset Management, Teamwork, Social Media
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Aon Hewitt April 2015 - Present
Aon Hewitt January 2014 - April 2015
Vineyard Vines May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Habitat for Humanity ReStore May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Private Equity, Bloomberg, Financial Analysis, Financial Reporting, Research, Mutual Funds, Microsoft Word, Market Research, Time Management, Bonds, Accounting, Finance, Investments, Wealth Management, Consulting, Asset Management, Teamwork, Social Media
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Melissa Lowry's Merrill Lynch Experience February 1999 - September 2000
Job Experienced Sr. Level HR Professional
Industry Human Resources
Experience
Workscape October 2007 - September 2010
Workscape December 2005 - October 2007
Optas, Inc (acquired by Dendrite 9/05) April 2003 - December 2005
Interliant September 2000 - August 2002
Interliant September 2000 - August 2002
Interliant, Inc. (acquired The Jacobson Group) September 2000 - February 2001
Merrill Lynch February 1999 - September 2000
Skills
Performance Management, HRIS, Employee Relations, Talent Management, Recruiting, Employee Benefits, Personnel Management, Succession Planning, Human Resources, Training
Education
University of Connecticut 1994 — 1999
BA
Medfield High School 1990 — 1994
Workscape October 2007 - September 2010
Workscape December 2005 - October 2007
Optas, Inc (acquired by Dendrite 9/05) April 2003 - December 2005
Interliant September 2000 - August 2002
Interliant September 2000 - August 2002
Interliant, Inc. (acquired The Jacobson Group) September 2000 - February 2001
Merrill Lynch February 1999 - September 2000
Skills
Performance Management, HRIS, Employee Relations, Talent Management, Recruiting, Employee Benefits, Personnel Management, Succession Planning, Human Resources, Training
Education
University of Connecticut 1994 — 1999
BA
Medfield High School 1990 — 1994
Waiel Ali's Merrill Lynch Experience 1987 - 1992
Job Fixed Income Specialist at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
Nicholas Andrews, CPA's Merrill Lynch Experience 2005 - 2005
Job
Industry Accounting
Experience
Liberty Global July 2014 - Present
Rio Tinto June 2013 - July 2014
Rio Tinto November 2011 - June 2013
Vail Resorts July 2010 - November 2011
Vail Resorts March 2008 - July 2010
Rothstein Kass PC April 2007 - March 2008
DFAS 2006 - 2007
University of Denver December 2005 - May 2006
Merrill Lynch 2005 - 2005
Skills
Financial Reporting, Auditing, Compliance, GAAP, Financial Analysis, Corporate FP&A, Transfer Pricing, Fixed Assets, Internal Audit, Financial Statements, SEC filings, Forecasting, Sarbanes-Oxley Act, Accounting, Asset Management, Finance, Internal Controls, Variance Analysis, Analysis, Budgets
Education
University of Denver 2003 — 2006
B.S.B.A, Accounting--Finance
Chinese Shao-Lin Center
Martial Arts
University of Colorado Denver
Liberty Global July 2014 - Present
Rio Tinto June 2013 - July 2014
Rio Tinto November 2011 - June 2013
Vail Resorts July 2010 - November 2011
Vail Resorts March 2008 - July 2010
Rothstein Kass PC April 2007 - March 2008
DFAS 2006 - 2007
University of Denver December 2005 - May 2006
Merrill Lynch 2005 - 2005
Skills
Financial Reporting, Auditing, Compliance, GAAP, Financial Analysis, Corporate FP&A, Transfer Pricing, Fixed Assets, Internal Audit, Financial Statements, SEC filings, Forecasting, Sarbanes-Oxley Act, Accounting, Asset Management, Finance, Internal Controls, Variance Analysis, Analysis, Budgets
Education
University of Denver 2003 — 2006
B.S.B.A, Accounting--Finance
Chinese Shao-Lin Center
Martial Arts
University of Colorado Denver
Lawrence Kim's Merrill Lynch Experience November 2001 - May 2002
Job QA Consultant at TriZetto Corporation
Industry Information Technology and Services
Experience
TriZetto Corporation February 2013 - Present
CenturyLink June 2006 - February 2013
Qwest March 2003 - June 2006
Qwest July 2002 - March 2003
Merrill Lynch November 2001 - May 2002
BMC Software February 2001 - August 2001
Phoenix Networks March 2000 - October 2000
Skills
Business Intelligence, SQL, Databases, Informatica, Testing, Telecommunications, QlikView, Unix, Agile Methodologies, SDLC, Integration, Software Development, VoIP, Requirements Analysis, Cloud Computing
Education
University of Colorado at Denver 2007 — 2014
MBA
University of Colorado at Denver 2007 — 2012
M.S., Information Systems
Washington University in St. Louis 1994 — 1999
BS, Chemical Engineering
Evansville Day School 1982 — 1994
TriZetto Corporation February 2013 - Present
CenturyLink June 2006 - February 2013
Qwest March 2003 - June 2006
Qwest July 2002 - March 2003
Merrill Lynch November 2001 - May 2002
BMC Software February 2001 - August 2001
Phoenix Networks March 2000 - October 2000
Skills
Business Intelligence, SQL, Databases, Informatica, Testing, Telecommunications, QlikView, Unix, Agile Methodologies, SDLC, Integration, Software Development, VoIP, Requirements Analysis, Cloud Computing
Education
University of Colorado at Denver 2007 — 2014
MBA
University of Colorado at Denver 2007 — 2012
M.S., Information Systems
Washington University in St. Louis 1994 — 1999
BS, Chemical Engineering
Evansville Day School 1982 — 1994
Allison Rumschik's Merrill Lynch Experience October 2006 - July 2007
Job Sr. Institutional Relationship Manager
Industry Financial Services
Experience
Folio Institutional July 2014 - Present
Ridgeway Conger Advisory Services Inc. December 2012 - June 2014
Ridgeway & Conger, Inc. June 2008 - June 2014
Morgan Stanley July 2007 - May 2008
Merrill Lynch October 2006 - July 2007
Skills
Series 7, Investments, Mutual Funds, Retirement, Recruiting, Financial Advisory, Investment Advisory, Series 63, Securities, Equities, Alternative Investments, Fixed Income, Risk Management, Insurance, Contract Negotiation, FINRA
Education
Leadership Greater Syracuse 2008 — 2008
University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Folio Institutional July 2014 - Present
Ridgeway Conger Advisory Services Inc. December 2012 - June 2014
Ridgeway & Conger, Inc. June 2008 - June 2014
Morgan Stanley July 2007 - May 2008
Merrill Lynch October 2006 - July 2007
Skills
Series 7, Investments, Mutual Funds, Retirement, Recruiting, Financial Advisory, Investment Advisory, Series 63, Securities, Equities, Alternative Investments, Fixed Income, Risk Management, Insurance, Contract Negotiation, FINRA
Education
Leadership Greater Syracuse 2008 — 2008
University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Carmilla Tan's Merrill Lynch Experience April 2008 - February 2010
Job Senior Vice President, Analytics at MagnaCare
Industry Information Technology and Services
Experience
MagnaCare July 2015 - Present
Bank of America January 2010 - Present
Merrill Lynch April 2008 - February 2010
IBM Corp March 2006 - March 2008
Mercer July 1998 - March 2006
NYLCare August 1997 - June 1998
Guardian Life Insurance Company June 1993 - July 1997
Skills
Employee Benefits, Insurance, HR Consulting, Succession Planning, Organizational Design, Health Insurance, Benefits Administration, Reinsurance, Investments, Financial Risk, Vendor Management, Risk Management, Process Improvement, Mergers & Acquisitions, Account Management, Coaching, Strategic Planning, Disability Insurance, Financial Services, Workers Compensation, Retirement, Defined Benefit, Actuarial Science, Training, Change Management, Analysis, Executive Management, Leadership, Performance Management, Human Resources, Team Building, Underwriting, Employee Relations, Team Leadership, Finance, Strategy, 401k, Management, Strategic Financial..., Financial Modeling, Talent Management, Recruiting, Financial Analysis, Life Insurance, Management Consulting
Education
The University of Connecticut 2001 — 2003
MS, Mathematics
University of the Philippines 1986 — 1990
BS, Mathematics
MagnaCare July 2015 - Present
Bank of America January 2010 - Present
Merrill Lynch April 2008 - February 2010
IBM Corp March 2006 - March 2008
Mercer July 1998 - March 2006
NYLCare August 1997 - June 1998
Guardian Life Insurance Company June 1993 - July 1997
Skills
Employee Benefits, Insurance, HR Consulting, Succession Planning, Organizational Design, Health Insurance, Benefits Administration, Reinsurance, Investments, Financial Risk, Vendor Management, Risk Management, Process Improvement, Mergers & Acquisitions, Account Management, Coaching, Strategic Planning, Disability Insurance, Financial Services, Workers Compensation, Retirement, Defined Benefit, Actuarial Science, Training, Change Management, Analysis, Executive Management, Leadership, Performance Management, Human Resources, Team Building, Underwriting, Employee Relations, Team Leadership, Finance, Strategy, 401k, Management, Strategic Financial..., Financial Modeling, Talent Management, Recruiting, Financial Analysis, Life Insurance, Management Consulting
Education
The University of Connecticut 2001 — 2003
MS, Mathematics
University of the Philippines 1986 — 1990
BS, Mathematics
Shane Wolff's Merrill Lynch Experience September 1997 - May 1999
Job Senior Manager, Data Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Western Union April 2007 - June 2011
Citigroup - CitiCards 1999 - 2006
Merrill Lynch September 1997 - May 1999
Skills
Analytics, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Business Analysis, Financial Services, Financial Risk, Analysis, Portfolio Management, Credit Risk, Banking, Business Process..., Credit Cards, Corporate Finance, Strategic Financial..., Relationship Management, SAS, SQL, Credit
Education
University of Colorado Denver 1996 — 1997
Master of Science in Finance
Charles Schwab June 2011 - Present
Western Union April 2007 - June 2011
Citigroup - CitiCards 1999 - 2006
Merrill Lynch September 1997 - May 1999
Skills
Analytics, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Business Analysis, Financial Services, Financial Risk, Analysis, Portfolio Management, Credit Risk, Banking, Business Process..., Credit Cards, Corporate Finance, Strategic Financial..., Relationship Management, SAS, SQL, Credit
Education
University of Colorado Denver 1996 — 1997
Master of Science in Finance
Dermot Durnin's Merrill Lynch Experience May 1999 - September 2004
Job Managing Director at K&RMA Ltd.
Industry Investment Management
Experience
K&RMA Llc October 2004 - Present
Merrill Lynch May 1999 - September 2004
American Special Risk, Inc. April 1994 - May 1999
Skills
Strategy, Insurance, Start-ups, Business Strategy, Management, Finance, New Business Development, Team Building, Marketing, Business Analysis, Program Management, Business Process..., Banking, Change Management, Strategic Planning, Business Development, Marketing Strategy, Financial Analysis, Process Improvement, Entrepreneurship, Leadership, Project Management
Education
University of Connecticut 1975 — 1979
K&RMA Llc October 2004 - Present
Merrill Lynch May 1999 - September 2004
American Special Risk, Inc. April 1994 - May 1999
Skills
Strategy, Insurance, Start-ups, Business Strategy, Management, Finance, New Business Development, Team Building, Marketing, Business Analysis, Program Management, Business Process..., Banking, Change Management, Strategic Planning, Business Development, Marketing Strategy, Financial Analysis, Process Improvement, Entrepreneurship, Leadership, Project Management
Education
University of Connecticut 1975 — 1979
Jeff Papper's Merrill Lynch Experience 1996 - 2007
Job Sr. Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab 2007 - November 2012
Merrill Lynch 1996 - 2007
Education
University of Colorado Denver 1994 — 1996
Business, Management And Marketing
Charles Schwab November 2012 - Present
Charles Schwab 2007 - November 2012
Merrill Lynch 1996 - 2007
Education
University of Colorado Denver 1994 — 1996
Business, Management And Marketing
John Dietl's Merrill Lynch Experience 2007 - Present
Job Retired Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Equities, Pensions, Portfolio Management, Mortgage Lending, Fixed Annuities, Asset Managment, Securities, Loans, Estate Planning, Wealth, Banking, Investment Advisory, Risk Management, Credit
Education
University of Connecticut
Merrill Lynch 2007 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Equities, Pensions, Portfolio Management, Mortgage Lending, Fixed Annuities, Asset Managment, Securities, Loans, Estate Planning, Wealth, Banking, Investment Advisory, Risk Management, Credit
Education
University of Connecticut
John Tarantino's Merrill Lynch Experience August 2007 - September 2012
Job Structured Finance CMBS at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2015 - Present
People's United Bank January 2014 - February 2015
Glacier Global Partners October 2012 - January 2014
Merrill Lynch August 2007 - September 2012
Atlantic Asset Management June 2004 - August 2007
Atlantic Asset Mgmt August 2001 - May 2004
Skills
Argus Valuation - DCF, Portfolio Management
Education
New York University 2010 — 2013
Master of Science, Real Estate; Finance
University of Connecticut
Master, Business Administration; Finance
University of Connecticut
Bachelor of Science, Business Administration; Finance
Fitch Ratings February 2015 - Present
People's United Bank January 2014 - February 2015
Glacier Global Partners October 2012 - January 2014
Merrill Lynch August 2007 - September 2012
Atlantic Asset Management June 2004 - August 2007
Atlantic Asset Mgmt August 2001 - May 2004
Skills
Argus Valuation - DCF, Portfolio Management
Education
New York University 2010 — 2013
Master of Science, Real Estate; Finance
University of Connecticut
Master, Business Administration; Finance
University of Connecticut
Bachelor of Science, Business Administration; Finance
Jodi Mccasland's Merrill Lynch Experience July 1991 - October 2002
Job Senior Product Manager at Visa
Industry Financial Services
Experience
Visa January 2012 - Present
First Data Corporation July 2004 - December 2011
Curian Capital December 2003 - July 2004
Merrill Lynch July 1991 - October 2002
Skills
Process Improvement, Customer Satisfaction, Recruiting, Risk Management, Banking, Vendor Management, Call Center, Project Management, Credit Cards, Team Building, Cross-functional Team..., Credit, Investments, Microsoft Excel, Analysis, Budgets, Business Process..., CRM, Call Centers, Customer Experience, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Product Management, Relationship Management, Software Documentation, Start-ups, Strategy, Training
Education
University of Colorado Denver 2007 — 2010
MBA
Visa January 2012 - Present
First Data Corporation July 2004 - December 2011
Curian Capital December 2003 - July 2004
Merrill Lynch July 1991 - October 2002
Skills
Process Improvement, Customer Satisfaction, Recruiting, Risk Management, Banking, Vendor Management, Call Center, Project Management, Credit Cards, Team Building, Cross-functional Team..., Credit, Investments, Microsoft Excel, Analysis, Budgets, Business Process..., CRM, Call Centers, Customer Experience, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Product Management, Relationship Management, Software Documentation, Start-ups, Strategy, Training
Education
University of Colorado Denver 2007 — 2010
MBA
Marc Terry's Merrill Lynch Experience 1997 - 2000
Job Senior Operations Manager, Billing and Command Center at Sling TV
Industry Telecommunications
Experience
Sling TV June 2015 - Present
Sling TV November 2014 - May 2015
Dish Network January 2014 - October 2014
Dish Network November 2011 - January 2014
Stryker July 2008 - November 2011
Avaya March 2002 - June 2008
Qwest Cyber Solutions 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
SAP, Access, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Expenses, Forecasting, Finance, Pricing, Analysis, Cash Flow, Invoicing, Sarbanes-Oxley Act, Hyperion Planning, Telecommunications, Cross-functional Team...
Education
University of Denver - Daniels College of Business 1998 — 2001
Master's degree, Finance, General
University of Colorado at Denver 1993 — 1997
Business Administration, Finance, General
Sling TV June 2015 - Present
Sling TV November 2014 - May 2015
Dish Network January 2014 - October 2014
Dish Network November 2011 - January 2014
Stryker July 2008 - November 2011
Avaya March 2002 - June 2008
Qwest Cyber Solutions 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
SAP, Access, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Expenses, Forecasting, Finance, Pricing, Analysis, Cash Flow, Invoicing, Sarbanes-Oxley Act, Hyperion Planning, Telecommunications, Cross-functional Team...
Education
University of Denver - Daniels College of Business 1998 — 2001
Master's degree, Finance, General
University of Colorado at Denver 1993 — 1997
Business Administration, Finance, General
Gretchen Monahan's Merrill Lynch Experience April 2008 - February 2009
Job Alliance Director Customer Experience at Oracle
Industry Information Technology and Services
Experience
Oracle July 2013 - Present
Oracle June 2011 - Present
Oracle September 2012 - July 2013
Oracle June 2011 - September 2012
Merrill Lynch April 2008 - February 2009
Charles Schwab & Co. Inc January 2007 - March 2008
Skills
Business Analysis, Strategy, Financial Modeling, Financial Analysis, Analysis, Management, Forecasting, Leadership, Analytics, Sales, Business Development, SaaS, CRM, Enterprise Software, Solution Selling, Marketing, Finance
Education
University of Denver 2010 — 2012
Master's Degree, Finance
The University of Connecticut 2001 — 2005
Bachelor of Science, Management; International Business
Universitat Pompeu Fabra: ESCI (Escuela Superior de Comercio Internacional) Barcelona
Oracle July 2013 - Present
Oracle June 2011 - Present
Oracle September 2012 - July 2013
Oracle June 2011 - September 2012
Merrill Lynch April 2008 - February 2009
Charles Schwab & Co. Inc January 2007 - March 2008
Skills
Business Analysis, Strategy, Financial Modeling, Financial Analysis, Analysis, Management, Forecasting, Leadership, Analytics, Sales, Business Development, SaaS, CRM, Enterprise Software, Solution Selling, Marketing, Finance
Education
University of Denver 2010 — 2012
Master's Degree, Finance
The University of Connecticut 2001 — 2005
Bachelor of Science, Management; International Business
Universitat Pompeu Fabra: ESCI (Escuela Superior de Comercio Internacional) Barcelona
Lisa Feld's Merrill Lynch Experience
Job Admin Manager, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Financial Analysis, Wealth Management, Equities, Series 63, Securities, Alternative Investments, Series 65, Investments, Series 7, FINRA, Uniform Combined State..., Investment Advisory, Series 24, Hedge Funds
Education
University of Connecticut 1972 — 1976
Bachelor, Psychology
Merrill Lynch
Skills
Financial Analysis, Wealth Management, Equities, Series 63, Securities, Alternative Investments, Series 65, Investments, Series 7, FINRA, Uniform Combined State..., Investment Advisory, Series 24, Hedge Funds
Education
University of Connecticut 1972 — 1976
Bachelor, Psychology
Brian Morris's Merrill Lynch Experience August 2008 - 2010
Job Prime Services Global COO at Bank of America
Industry Investment Banking
Experience
Bank of America February 2014 - Present
Bank of America October 2010 - February 2014
Merrill Lynch August 2008 - 2010
Merrill Lynch August 2005 - July 2008
Deutsche Bank August 2004 - September 2005
Barclays Capital April 2003 - July 2004
Goldman Sachs & Co April 1999 - May 2003
Skills
Equities, Investment Banking, Series 7, Fixed Income, Bloomberg, Vendor Management, Risk Management, Business Analysis, Program Management, Portfolio Management, Accounting, Options, Trading, Strategic Planning, IT Strategy, Forecasting, Corporate Finance, Process Improvement, Budgeting, Market Data, Budgets, Management, Capital Markets, Electronic Trading, Financial Markets, Project Management, Team Building, Financial Risk, Derivatives, Cross-functional Team..., Finance, Executive Management, Leadership, Financial Services, Trading Systems, Governance, Banking, FX Options, Hedge Funds, Middle Office, Financial Modeling, Credit Derivatives, Equity Derivatives, Strategy, Start-ups, Securities, Bonds, Structured Products, Market Risk
Education
RENSSALAER POLYTECHNIC INSTITUTE, LALLY SCHOOL OF MANAGEMENT
MBA, Management Information Systems
University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Bank of America February 2014 - Present
Bank of America October 2010 - February 2014
Merrill Lynch August 2008 - 2010
Merrill Lynch August 2005 - July 2008
Deutsche Bank August 2004 - September 2005
Barclays Capital April 2003 - July 2004
Goldman Sachs & Co April 1999 - May 2003
Skills
Equities, Investment Banking, Series 7, Fixed Income, Bloomberg, Vendor Management, Risk Management, Business Analysis, Program Management, Portfolio Management, Accounting, Options, Trading, Strategic Planning, IT Strategy, Forecasting, Corporate Finance, Process Improvement, Budgeting, Market Data, Budgets, Management, Capital Markets, Electronic Trading, Financial Markets, Project Management, Team Building, Financial Risk, Derivatives, Cross-functional Team..., Finance, Executive Management, Leadership, Financial Services, Trading Systems, Governance, Banking, FX Options, Hedge Funds, Middle Office, Financial Modeling, Credit Derivatives, Equity Derivatives, Strategy, Start-ups, Securities, Bonds, Structured Products, Market Risk
Education
RENSSALAER POLYTECHNIC INSTITUTE, LALLY SCHOOL OF MANAGEMENT
MBA, Management Information Systems
University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Lino Almeida, CRPC®'s Merrill Lynch Experience 2010 - 2012
Job Manager, Retirement Education at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Voya Financial February 2012 - March 2015
Merrill Lynch 2010 - 2012
Bank of America Home Loans February 2009 - 2010
Citigroup - Citi Home Equity February 2007 - January 2008
Paul Financial August 2005 - January 2007
GreenPoint Mortgage January 2003 - August 2005
GreenPoint Mortgage 1998 - 2003
Skills
Mortgage Lending, Series 7, Retirement Planning, Qualified Retirement..., Business Development, Team Building, Salesforce.com, Sales Presentations, series 66, Team Leadership, Recruiting, Integration, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Business Planning, Wholesale, CRPC®, Chartered..., Life/Health/Variable/Acc..., Identifying Sales..., Delivering Results, P&L Responsibility, Best Practices, Development Of Employees, Motivation, Adaptability, Strategic Communications, Production Efficiency, Collaboration, Process Management, Problem Solving, Sales & Marketing..., Positive Team Player, Track Record Of..., Maintaining Strong..., Client Development, series 26
Education
University of Connecticut 1991 — 1995
Bachelor of Science, Finance
Voya Financial March 2015 - Present
Voya Financial February 2012 - March 2015
Merrill Lynch 2010 - 2012
Bank of America Home Loans February 2009 - 2010
Citigroup - Citi Home Equity February 2007 - January 2008
Paul Financial August 2005 - January 2007
GreenPoint Mortgage January 2003 - August 2005
GreenPoint Mortgage 1998 - 2003
Skills
Mortgage Lending, Series 7, Retirement Planning, Qualified Retirement..., Business Development, Team Building, Salesforce.com, Sales Presentations, series 66, Team Leadership, Recruiting, Integration, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Business Planning, Wholesale, CRPC®, Chartered..., Life/Health/Variable/Acc..., Identifying Sales..., Delivering Results, P&L Responsibility, Best Practices, Development Of Employees, Motivation, Adaptability, Strategic Communications, Production Efficiency, Collaboration, Process Management, Problem Solving, Sales & Marketing..., Positive Team Player, Track Record Of..., Maintaining Strong..., Client Development, series 26
Education
University of Connecticut 1991 — 1995
Bachelor of Science, Finance
Ellen Cosgrove's Merrill Lynch Experience 1981 - 1986
Job President at cosgrove consulting
Industry Management Consulting
Experience
cosgrove consulting 1995 - Present
MTV Networks 1990 - 1995
JP Morgan (currently JP Morgan Chase & Co.) 1987 - 1990
Merrill Lynch 1981 - 1986
Skills
Strategic Planning, Human Resources, Organizational..., Training, Leadership Development, Executive Coaching, Management Development, Coaching, Organizational..., Succession Planning, Talent Management, Staff Development, Change Management, 360 Feedback, Government, Performance Management, Organizational Design, Team Building, Executive Development
Education
The University of Connecticut
BS, Education
cosgrove consulting 1995 - Present
MTV Networks 1990 - 1995
JP Morgan (currently JP Morgan Chase & Co.) 1987 - 1990
Merrill Lynch 1981 - 1986
Skills
Strategic Planning, Human Resources, Organizational..., Training, Leadership Development, Executive Coaching, Management Development, Coaching, Organizational..., Succession Planning, Talent Management, Staff Development, Change Management, 360 Feedback, Government, Performance Management, Organizational Design, Team Building, Executive Development
Education
The University of Connecticut
BS, Education
Nancy LaBossiere's Merrill Lynch Experience September 1998 - October 2011
Job Vice President
Industry Financial Services
Experience
StockCross November 2011 - Present
Merrill Lynch September 1998 - October 2011
Skills
Trading, Bonds, Fixed Income, Series 63, Capital Markets, Securities, Series 7, Bloomberg, Portfolio Management
Education
University of Connecticut
B.A., Economics
StockCross November 2011 - Present
Merrill Lynch September 1998 - October 2011
Skills
Trading, Bonds, Fixed Income, Series 63, Capital Markets, Securities, Series 7, Bloomberg, Portfolio Management
Education
University of Connecticut
B.A., Economics
Kelly Jude MBA, CSM's Merrill Lynch Experience June 2002 - August 2008
Job Senior Technical Project Manager Pearson eCollege
Industry Information Technology and Services
Experience
Pearson eCollege February 2010 - Present
Arapahoe County Government February 2009 - February 2010
Merrill Lynch June 2002 - August 2008
Merrill Lynch April 1998 - June 2002
Skills
Operations Management, Six Sigma, Microsoft Office, Program Management, Call Center, Agile, Visio, SDLC, Cross-functional Team..., Business Analysis, Agile Methodologies, Project Management, Quality Assurance, Leadership, Training, Analysis, Management, Budgets, Vendor Management, Process Improvement, Business Strategy, Integration, Agile Project Management, Business Process, Business Process..., Software Project..., Software Documentation, PMP, Business Intelligence, Call Centers
Education
Regis University 2002 — 2003
MBA, Business
University of Colorado Denver 1983 — 1987
Bachelor of Science, Marketing
Pearson eCollege February 2010 - Present
Arapahoe County Government February 2009 - February 2010
Merrill Lynch June 2002 - August 2008
Merrill Lynch April 1998 - June 2002
Skills
Operations Management, Six Sigma, Microsoft Office, Program Management, Call Center, Agile, Visio, SDLC, Cross-functional Team..., Business Analysis, Agile Methodologies, Project Management, Quality Assurance, Leadership, Training, Analysis, Management, Budgets, Vendor Management, Process Improvement, Business Strategy, Integration, Agile Project Management, Business Process, Business Process..., Software Project..., Software Documentation, PMP, Business Intelligence, Call Centers
Education
Regis University 2002 — 2003
MBA, Business
University of Colorado Denver 1983 — 1987
Bachelor of Science, Marketing
Melissa Schmitt's Merrill Lynch Experience 1999 - 2008
Job Lead Implementation Analyst
Industry Financial Services
Experience
Independent consultant September 2011 - May 2014
Great-West Life January 2010 - September 2010
Great-West Life May 2008 - January 2010
Merrill Lynch 1999 - 2008
Skills
Employee Benefits, Series 63, Retirement, 401k, Series 6, Process Improvement, Hiring, Recruiting, Team Building, Client Services, Relationship Management, Financial Services, Retirement Planning
Education
University of Denver 2000 — 2002
Certification in Executive Leadership
University of Colorado at Denver 1994 — 1998
Bachelors in Business Admin., Marketing/Advertising
Independent consultant September 2011 - May 2014
Great-West Life January 2010 - September 2010
Great-West Life May 2008 - January 2010
Merrill Lynch 1999 - 2008
Skills
Employee Benefits, Series 63, Retirement, 401k, Series 6, Process Improvement, Hiring, Recruiting, Team Building, Client Services, Relationship Management, Financial Services, Retirement Planning
Education
University of Denver 2000 — 2002
Certification in Executive Leadership
University of Colorado at Denver 1994 — 1998
Bachelors in Business Admin., Marketing/Advertising
Mark Robben's Merrill Lynch Experience November 2011 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Merrill Lynch January 2010 - November 2011
Merrill Lynch February 2004 - December 2009
Skills
Series 7, Series 63, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, Series 9, Series 10, Series 23, Mutual Funds, Risk Management, Financial Services, Investments, Team Leadership, Cross-functional Team..., Strategic Leadership, Communication, Business Strategy, Operational Cost..., Diversity & Inclusion, Client Relations, Client Counseling, Regulatory Compliance, Legal Review, Settlement Agreements, Recruiting, Leadership Development
Education
University of Colorado Denver 1991 — 1996
Economics: liberal arts
Merrill Lynch November 2011 - Present
Merrill Lynch January 2010 - November 2011
Merrill Lynch February 2004 - December 2009
Skills
Series 7, Series 63, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, Series 9, Series 10, Series 23, Mutual Funds, Risk Management, Financial Services, Investments, Team Leadership, Cross-functional Team..., Strategic Leadership, Communication, Business Strategy, Operational Cost..., Diversity & Inclusion, Client Relations, Client Counseling, Regulatory Compliance, Legal Review, Settlement Agreements, Recruiting, Leadership Development
Education
University of Colorado Denver 1991 — 1996
Economics: liberal arts
Elizabeth Garrison's Merrill Lynch Experience June 2008 - November 2009
Job Senior Vice President & Controller
Industry Financial Services
Experience
Bank of America November 2009 - Present
Merrill Lynch June 2008 - November 2009
Merrill Lynch July 2005 - June 2008
Skills
Banking, Financial Reporting, Accounting, Financial Services, Budgets
Education
University of Connecticut
Bachelor of Science (BS), Accounting and Finance
Bank of America November 2009 - Present
Merrill Lynch June 2008 - November 2009
Merrill Lynch July 2005 - June 2008
Skills
Banking, Financial Reporting, Accounting, Financial Services, Budgets
Education
University of Connecticut
Bachelor of Science (BS), Accounting and Finance
Jeff Papper's Merrill Lynch Experience 1997 - 2007
Job Sr. Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Client Service ManagerCharles Schwab2007 - Present
Merrill Lynch 1997 - 2007
Education
University of Colorado Denver 1991 — 1994
Business, Marketing and Management
Charles Schwab Client Service ManagerCharles Schwab2007 - Present
Merrill Lynch 1997 - 2007
Education
University of Colorado Denver 1991 — 1994
Business, Marketing and Management
Daniel Cyrulik's Merrill Lynch Experience April 2011 - Present
Job VP, Resident Manager
Industry Banking
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch Wealth Management March 2009 - April 2011
Skills
Series 7, Wealth Management, Credit, Series 63, Loans, Series 24, Private Banking, Series 66
Education
University of Connecticut 1988 — 1992
BS, Business Administration
Merrill Lynch April 2011 - Present
Merrill Lynch Wealth Management March 2009 - April 2011
Skills
Series 7, Wealth Management, Credit, Series 63, Loans, Series 24, Private Banking, Series 66
Education
University of Connecticut 1988 — 1992
BS, Business Administration
Jan Vlasto's Merrill Lynch Experience 1994 - 2002
Job Controller at O&G Industries, Inc.
Industry Construction
Experience
O&G Industries, Inc. June 2014 - Present
O&G Industries, Inc. 2011 - 2014
Travelers 2007 - 2011
Redd, Inc. 2002 - 2007
Merrill Lynch 1994 - 2002
Nishball, Carp and Neidermeier, CPA's 1992 - 1994
Skills
Financial Analysis, Sarbanes-Oxley Act, Risk Management, Internal Audit, Financial Modeling, Strategic Financial..., Enterprise Risk..., Auditing, Financial Risk, Internal Controls, Financial Reporting, Corporate Finance, CPA, CIA
Education
University of Connecticut 1987 — 1992
BA, Business
O&G Industries, Inc. June 2014 - Present
O&G Industries, Inc. 2011 - 2014
Travelers 2007 - 2011
Redd, Inc. 2002 - 2007
Merrill Lynch 1994 - 2002
Nishball, Carp and Neidermeier, CPA's 1992 - 1994
Skills
Financial Analysis, Sarbanes-Oxley Act, Risk Management, Internal Audit, Financial Modeling, Strategic Financial..., Enterprise Risk..., Auditing, Financial Risk, Internal Controls, Financial Reporting, Corporate Finance, CPA, CIA
Education
University of Connecticut 1987 — 1992
BA, Business
Jason Romeo's Merrill Lynch Experience June 2008 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Education
University of Connecticut 2006 — 2009
Bachelors, Finance
Merrill Lynch June 2008 - Present
Education
University of Connecticut 2006 — 2009
Bachelors, Finance
Bob Lynn's Merrill Lynch Experience 1997 - 1999
Job SVP, Treasury & Investor Relations at Madison Square Garden
Industry Printing
Experience
Madison Square Garden 2010 - Present
Cenveo 2005 - July 2010
International Paper 2001 - 2005
Praxair 1999 - 2001
Merrill Lynch 1997 - 1999
Greenwich Associates 1996 - 1997
PepsiCo 1992 - 1996
Anderson Consulting (Accenture) 1986 - 1990
Skills
Mergers, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Forecasting, Strategic Planning, SEC filings, Due Diligence, Financial Reporting, Risk Management, Cash Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Masters of Business Administration, Finance, International Business
University of Connecticut 1982 — 1986
Bachelor of Science, Finance
Madison Square Garden 2010 - Present
Cenveo 2005 - July 2010
International Paper 2001 - 2005
Praxair 1999 - 2001
Merrill Lynch 1997 - 1999
Greenwich Associates 1996 - 1997
PepsiCo 1992 - 1996
Anderson Consulting (Accenture) 1986 - 1990
Skills
Mergers, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Forecasting, Strategic Planning, SEC filings, Due Diligence, Financial Reporting, Risk Management, Cash Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Masters of Business Administration, Finance, International Business
University of Connecticut 1982 — 1986
Bachelor of Science, Finance
Dave Tobin's Merrill Lynch Experience 1984 - 1988
Job Regional Manager at PING
Industry Sporting Goods
Experience
PING March 2002 - Present
Spalding August 1989 - December 2001
Industrial Safety Supply August 1988 - August 1989
Merrill Lynch 1984 - 1988
Chapdelaine & Co. June 1983 - September 1984
Bruce Lietzke January 1980 - July 1983
Skills
Sports Marketing, Merchandising, Product Development, Sports, Marketing Strategy, Sales, Retail, Golf, New Business Development, Strategic Planning, Marketing, Forecasting, Product Marketing, Inventory Management, P&L Management, Team Building, Consumer Products, Account Management, Product Management, Cross-functional Team..., Customer Service, Sales Operations, Market Planning, Golf Courses, Marketing Management, Footwear, Strategic Partnerships, Brand Development, Competitive Analysis, Golf Course Management, Sponsorship, Club, Sporting Goods, Budgets, Social Media Marketing, Sales Presentations, Product Launch, Purchasing
Education
University of Connecticut
PING March 2002 - Present
Spalding August 1989 - December 2001
Industrial Safety Supply August 1988 - August 1989
Merrill Lynch 1984 - 1988
Chapdelaine & Co. June 1983 - September 1984
Bruce Lietzke January 1980 - July 1983
Skills
Sports Marketing, Merchandising, Product Development, Sports, Marketing Strategy, Sales, Retail, Golf, New Business Development, Strategic Planning, Marketing, Forecasting, Product Marketing, Inventory Management, P&L Management, Team Building, Consumer Products, Account Management, Product Management, Cross-functional Team..., Customer Service, Sales Operations, Market Planning, Golf Courses, Marketing Management, Footwear, Strategic Partnerships, Brand Development, Competitive Analysis, Golf Course Management, Sponsorship, Club, Sporting Goods, Budgets, Social Media Marketing, Sales Presentations, Product Launch, Purchasing
Education
University of Connecticut
Angelena Gleason's Merrill Lynch Experience 1993 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1993 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Equities, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Series 7, Securities, Portfolio Management, Fixed Income, Asset Managment, Financial Advisory
Education
University of Colorado at Denver
Bachelor or Science, Finance, General
Merrill Lynch 1993 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Equities, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Series 7, Securities, Portfolio Management, Fixed Income, Asset Managment, Financial Advisory
Education
University of Colorado at Denver
Bachelor or Science, Finance, General
John Keller CMFC's Merrill Lynch Experience 1998 - 2000
Job Credit Analyst at MountainView Bank of Commerce
Industry Banking
Experience
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
Peter Jolicoeur's Merrill Lynch Experience April 1998 - March 2008
Job EVP Chief Credit Officer at Baltoro Capital Management
Industry Commercial Real Estate
Experience
Baltoro Capital Management April 2012 - Present
Declaration Management & Research (CRE Group - NY) May 2010 - March 2012
Diamond Lake Investment Group March 2008 - August 2008
Merrill Lynch April 1998 - March 2008
CB Richard Ellis 1990 - 1998
Henry Boeckmann & Associates 1987 - 1990
Education
University of Connecticut 1982 — 1986
B.A., Economics (Real Estate)
Baltoro Capital Management April 2012 - Present
Declaration Management & Research (CRE Group - NY) May 2010 - March 2012
Diamond Lake Investment Group March 2008 - August 2008
Merrill Lynch April 1998 - March 2008
CB Richard Ellis 1990 - 1998
Henry Boeckmann & Associates 1987 - 1990
Education
University of Connecticut 1982 — 1986
B.A., Economics (Real Estate)
Rob Chiacchio's Merrill Lynch Experience October 2008 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
JP Morgan Chase January 2008 - October 2008
Education
The University of Connecticut 2003 — 2007
BA, Economics
Xaverian Brothers High School 2000 — 2003
Merrill Lynch October 2008 - Present
JP Morgan Chase January 2008 - October 2008
Education
The University of Connecticut 2003 — 2007
BA, Economics
Xaverian Brothers High School 2000 — 2003
Winsor Lee's Merrill Lynch Experience 1999 - 2004
Job Director Northeast at Bloomberg New Energy Finance
Industry Renewables & Environment
Experience
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Callum MacKinnon's Merrill Lynch Experience August 2009 - February 2010
Job Senior Loan Officer at New American Funding
Industry Banking
Experience
New American Funding January 2014 - Present
Guaranteed Rate September 2013 - January 2014
1-800 East West Mortgage March 2010 - August 2013
Merrill Lynch August 2009 - February 2010
Equity Now April 2005 - July 2009
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, FHA financing, Finance, Reverse Mortgages, USDA, VA loans, Government Loans, Certified Mortgage..., Building Strong..., Construction Loans, Credit, FHA Financing, VA Loans
Education
CIMBA 2003 — 2003
Bachelor's degree, Marketing
University of Connecticut 2001 — 2003
BS, Business/Marketing
CIMBA
CIMBA
New American Funding January 2014 - Present
Guaranteed Rate September 2013 - January 2014
1-800 East West Mortgage March 2010 - August 2013
Merrill Lynch August 2009 - February 2010
Equity Now April 2005 - July 2009
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, FHA financing, Finance, Reverse Mortgages, USDA, VA loans, Government Loans, Certified Mortgage..., Building Strong..., Construction Loans, Credit, FHA Financing, VA Loans
Education
CIMBA 2003 — 2003
Bachelor's degree, Marketing
University of Connecticut 2001 — 2003
BS, Business/Marketing
CIMBA
CIMBA
Daniel Ferszt's Merrill Lynch Experience 2000 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Matt Rembish's Merrill Lynch Experience 2006 - 2009
Job Electric Boat
Industry Defense & Space
Experience
Electric Boat January 2014 - Present
General Dynamics Electric Boat 2011 - Present
Merrill Lynch (Fmr. Banc of America Investment Services) 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2006 - 2006
Skills
Management, Investments, Fraud, Policy, Banking, Portfolio Management, Financial Services, Risk Management, Financial Analysis, Wealth Management, Business Analysis, Equities, Fixed Income, Credit, Financial Modeling
Education
University of Connecticut 1999 — 2003
BA, Economics
Electric Boat January 2014 - Present
General Dynamics Electric Boat 2011 - Present
Merrill Lynch (Fmr. Banc of America Investment Services) 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2006 - 2006
Skills
Management, Investments, Fraud, Policy, Banking, Portfolio Management, Financial Services, Risk Management, Financial Analysis, Wealth Management, Business Analysis, Equities, Fixed Income, Credit, Financial Modeling
Education
University of Connecticut 1999 — 2003
BA, Economics
Michail Borisov's Merrill Lynch Experience September 2011 - Present
Job Student at University of Connecticut
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Alternative Spring Break April 2009 - April 2009
City of Stamford October 2008 - March 2009
Democratic Office of Stamford October 2008 - November 2008
City of Stamford June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, LibreOffice, Open Office, Python, Powershell, Russian
Education
University of Connecticut
Bachelor of Arts, Economics/Psychology
Merrill Lynch September 2011 - Present
Alternative Spring Break April 2009 - April 2009
City of Stamford October 2008 - March 2009
Democratic Office of Stamford October 2008 - November 2008
City of Stamford June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, LibreOffice, Open Office, Python, Powershell, Russian
Education
University of Connecticut
Bachelor of Arts, Economics/Psychology
Victor K. Ray's Merrill Lynch Experience July 1971 - December 1973
Job Owner, Broker at Ray Realty & Investment Co.
Industry Real Estate
Experience
Ray Realty & Investments Co. July 2014 - Present
La Salle Partners, Inc January 1973 - December 1983
Merrill Lynch July 1971 - December 1973
Skills
Real Estate Sales, Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Marketing, Team Building, Event Management, Sales, Customer Service, Social Media, Entrepreneurship, Public Speaking, Real Estate
Education
National Assocication of Realtors 1974 — 1978
Certified Commercial Investment Member, Real Estate
University of Colorado Denver 1971 — 1973
Graduate of Real Estate Institute, Real Estate
University of Colorado 1961 — 1966
BS, Marketing
American College, Bryn Mar PA
Chartered Life Underwriter, Life Insurance, Annuities
Ray Realty & Investments Co. July 2014 - Present
La Salle Partners, Inc January 1973 - December 1983
Merrill Lynch July 1971 - December 1973
Skills
Real Estate Sales, Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Marketing, Team Building, Event Management, Sales, Customer Service, Social Media, Entrepreneurship, Public Speaking, Real Estate
Education
National Assocication of Realtors 1974 — 1978
Certified Commercial Investment Member, Real Estate
University of Colorado Denver 1971 — 1973
Graduate of Real Estate Institute, Real Estate
University of Colorado 1961 — 1966
BS, Marketing
American College, Bryn Mar PA
Chartered Life Underwriter, Life Insurance, Annuities
Brian Brennan's Merrill Lynch Experience May 2000 - February 2008
Job Partner at RMBS Management LLC
Industry Investment Management
Experience
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
Jon Lawrence's Merrill Lynch Experience October 2010 - Present
Job Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney August 1987 - August 2010
Morgan Stanley Smith Barney September 2009 - July 2010
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Wealth, Wealth Management, Series 65, Team Leadership, Wealth Management..., Financial Planning
Education
University of Dayton 1983 — 1987
BS, Finance
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney August 1987 - August 2010
Morgan Stanley Smith Barney September 2009 - July 2010
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Wealth, Wealth Management, Series 65, Team Leadership, Wealth Management..., Financial Planning
Education
University of Dayton 1983 — 1987
BS, Finance
Abigail Tedesco's Merrill Lynch Experience May 2011 - April 2012
Job Analyst at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. August 2015 - Present
Citi February 2015 - August 2015
Citi November 2013 - February 2015
Citi May 2012 - November 2013
Merrill Lynch May 2011 - April 2012
J.Crew May 2011 - March 2012
Bay Crest Partners June 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Derivatives, Investment Banking, Fixed Income, PowerPoint, Portfolio Management, Series 7, Hedge Funds, Equities, Financial Modeling, Investments, Valuation, Access, Bloomberg Terminal, Asset Management
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Aristotle University of Thessaloniki 2011 — 2011
Economics, Political Science
University of Macedonia 2011 — 2011
Economics, Political Science
Pelham Memorial High School 2004 — 2008
Oak Hill Advisors, L.P. August 2015 - Present
Citi February 2015 - August 2015
Citi November 2013 - February 2015
Citi May 2012 - November 2013
Merrill Lynch May 2011 - April 2012
J.Crew May 2011 - March 2012
Bay Crest Partners June 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Derivatives, Investment Banking, Fixed Income, PowerPoint, Portfolio Management, Series 7, Hedge Funds, Equities, Financial Modeling, Investments, Valuation, Access, Bloomberg Terminal, Asset Management
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Aristotle University of Thessaloniki 2011 — 2011
Economics, Political Science
University of Macedonia 2011 — 2011
Economics, Political Science
Pelham Memorial High School 2004 — 2008
Lisa Feld's Merrill Lynch Experience January 1999 - Present
Job Admin Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1999 - Present
Skills
Risk Management, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Microsoft Office, Public Speaking, Strategic Planning, Series 7, Securities
Education
The University of Connecticut 1972 — 1976
Bachelor of Arts (B.A.), Psychology
Merrill Lynch January 1999 - Present
Skills
Risk Management, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Microsoft Office, Public Speaking, Strategic Planning, Series 7, Securities
Education
The University of Connecticut 1972 — 1976
Bachelor of Arts (B.A.), Psychology
Christopher Berwick's Merrill Lynch Experience January 2015 - Present
Job Enterprise Governance Auditor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch July 2010 - May 2011
Devlin, Cittadino & Shaw, P.C. May 2008 - August 2008
Skills
Microsoft Office, JMP, Salesforce.com, SharePoint, HP Quality Center, ClearQuest, Operations Management, Start-ups
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (BA), English
Allentown High School 2002 — 2006
Merrill Lynch January 2015 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch July 2010 - May 2011
Devlin, Cittadino & Shaw, P.C. May 2008 - August 2008
Skills
Microsoft Office, JMP, Salesforce.com, SharePoint, HP Quality Center, ClearQuest, Operations Management, Start-ups
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (BA), English
Allentown High School 2002 — 2006
Carol Kraemer's Merrill Lynch Experience April 2001 - June 2008
Job
Industry Accounting
Experience
Great-West Life June 2008 - Present
Merrill Lynch April 2001 - June 2008
Merrill Lynch October 1999 - April 2001
Colorado County Officials & Employees Retirement Assoc June 1990 - June 1998
Yale & Seffinger July 1986 - June 1990
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Accounting, Financial Reporting, Cash Management, Investments, Corporate Finance, Auditing, Finance, Account Reconciliation
Education
University of Colorado at Denver 1996 — 1998
Master of Science, Finance
University of Denver 1982 — 1986
Bachelor of Science, Accounting
Great-West Life June 2008 - Present
Merrill Lynch April 2001 - June 2008
Merrill Lynch October 1999 - April 2001
Colorado County Officials & Employees Retirement Assoc June 1990 - June 1998
Yale & Seffinger July 1986 - June 1990
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Accounting, Financial Reporting, Cash Management, Investments, Corporate Finance, Auditing, Finance, Account Reconciliation
Education
University of Colorado at Denver 1996 — 1998
Master of Science, Finance
University of Denver 1982 — 1986
Bachelor of Science, Accounting
Robert J. Skinner's Merrill Lynch Experience 2000 - 2008
Job Founding Partner at Luminous Capital
Industry Financial Services
Experience
Luminous Capital 2008 - Present
Merrill Lynch 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Investments, Alternative Investments, Strategic Planning, Hedge Funds
Education
The University of Connecticut 1989 — 1993
Luminous Capital 2008 - Present
Merrill Lynch 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Investments, Alternative Investments, Strategic Planning, Hedge Funds
Education
The University of Connecticut 1989 — 1993
Robert Mello's Merrill Lynch Experience 2007 - 2008
Job Senior Vice President at HSBC
Industry Banking
Experience
HSBC 2010 - Present
Tygris Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2008
Black Diamond Capital Management 2005 - 2007
GE Capital 1997 - 2005
Met Life Investments 1996 - 1997
Skills
Asset Based Lending, Banking, Capital Markets, Cash Flow Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Risk, Investment Banking, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Restructuring
Education
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
HSBC 2010 - Present
Tygris Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2008
Black Diamond Capital Management 2005 - 2007
GE Capital 1997 - 2005
Met Life Investments 1996 - 1997
Skills
Asset Based Lending, Banking, Capital Markets, Cash Flow Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Risk, Investment Banking, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Restructuring
Education
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Anthony Tarasewicz's Merrill Lynch Experience January 1997 - October 1997
Job President
Industry Airlines/Aviation
Experience
3Eagle Aviation 1997 - Present
Merrill Lynch January 1997 - October 1997
University of Colorado at Denver 1993 - 1997
Continental Airlines 1985 - 1993
Orion Helicopters 1982 - 1984
Air West Helicopters 1981 - 1982
USMC 1975 - 1979
Skills
Aircraft Inspections, Aircraft Documentation..., Asset Management, Management, Strategic Planning, Maintenance & Repair, Business Strategy, Helicopters, Financial Analysis, Business Development, Investments, Contract Negotiation, Project Management, Asset Managment, Negotiation, New Business Development, Charter, Time Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Customer Service, Strategy
Education
University of Colorado at Denver 1993 — 1997
BS, Business Administration - Finance
3Eagle Aviation 1997 - Present
Merrill Lynch January 1997 - October 1997
University of Colorado at Denver 1993 - 1997
Continental Airlines 1985 - 1993
Orion Helicopters 1982 - 1984
Air West Helicopters 1981 - 1982
USMC 1975 - 1979
Skills
Aircraft Inspections, Aircraft Documentation..., Asset Management, Management, Strategic Planning, Maintenance & Repair, Business Strategy, Helicopters, Financial Analysis, Business Development, Investments, Contract Negotiation, Project Management, Asset Managment, Negotiation, New Business Development, Charter, Time Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Customer Service, Strategy
Education
University of Colorado at Denver 1993 — 1997
BS, Business Administration - Finance
Peter Kakouros's Merrill Lynch Experience 2011 - 2011
Job Sales Support at Nomura
Industry Financial Services
Experience
Nomura Securities November 2014 - Present
RBS Markets and International Banking January 2014 - November 2014
RBS Markets & International Banking September 2012 - January 2014
Urstadt Biddle Properties, LLC 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Bloomberg, Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Middle Office, Risk Management, Data Analysis, Financial Modeling, Capital Markets, Business Analysis, Microsoft Word
Education
University of Connecticut 2014 — 2018
Master of Business Administration (MBA), Finance
The University of Connecticut 2008 — 2012
Bachelor of Arts (BA), Economics
Nomura Securities November 2014 - Present
RBS Markets and International Banking January 2014 - November 2014
RBS Markets & International Banking September 2012 - January 2014
Urstadt Biddle Properties, LLC 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Bloomberg, Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Middle Office, Risk Management, Data Analysis, Financial Modeling, Capital Markets, Business Analysis, Microsoft Word
Education
University of Connecticut 2014 — 2018
Master of Business Administration (MBA), Finance
The University of Connecticut 2008 — 2012
Bachelor of Arts (BA), Economics
Kane Knutson's Merrill Lynch Experience June 2013 - August 2013
Job Marketing Associate at Capital Investment Management
Industry Financial Services
Experience
Merrill Lynch June 2013 - August 2013
Capital Investment Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Mathematics, Microsoft Excel, People Skills, Sales Operations, Client Relationship..., Event Management, Organization, Operations Management, Marketing Strategy, Cold Calling
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Science, Finance and Accounting
Merrill Lynch June 2013 - August 2013
Capital Investment Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Mathematics, Microsoft Excel, People Skills, Sales Operations, Client Relationship..., Event Management, Organization, Operations Management, Marketing Strategy, Cold Calling
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Science, Finance and Accounting
Serena Rutherford's Merrill Lynch Experience 1991 - 1999
Job Full Charge Bookkeeper at Control Concepts, Inc.
Industry Accounting
Experience
Control Concepts Inc. November 2013 - Present
Saybrook Health Care 2010 - 2011
Health Care 1999 - 2008
Merrill Lynch 1991 - 1999
Skills
Microsoft Excel, Customer Service, Budgets, QuickBooks, Accounts Receivable, Accounting, Payroll, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Editing, Micros, ADP Payroll, MDI, Accounts Payable, Account Reconciliation, Human Resources, Bookkeeping, Invoicing, Financial Reporting, General Ledger, Year-end Close, Trial Balance, Quarterly Taxes, Year End Accounts, Petty Cash, Auditing, 1099 Preparation, Cash Flow, Journal Entries, Tax Preparation, Payroll Taxes, 401k, Fixed Asset Depreciation
Education
University of Connecticut-Avery Point 2010 — 2010
Paralegal Certificate, Family Law Paralegal
Kent State University 1987 — 1989
Associates, Businesss
Control Concepts Inc. November 2013 - Present
Saybrook Health Care 2010 - 2011
Health Care 1999 - 2008
Merrill Lynch 1991 - 1999
Skills
Microsoft Excel, Customer Service, Budgets, QuickBooks, Accounts Receivable, Accounting, Payroll, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Editing, Micros, ADP Payroll, MDI, Accounts Payable, Account Reconciliation, Human Resources, Bookkeeping, Invoicing, Financial Reporting, General Ledger, Year-end Close, Trial Balance, Quarterly Taxes, Year End Accounts, Petty Cash, Auditing, 1099 Preparation, Cash Flow, Journal Entries, Tax Preparation, Payroll Taxes, 401k, Fixed Asset Depreciation
Education
University of Connecticut-Avery Point 2010 — 2010
Paralegal Certificate, Family Law Paralegal
Kent State University 1987 — 1989
Associates, Businesss
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank