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
Aaron Moody Aaron Moody's Merrill Lynch Experience May 2010 - August 2010
Job Consultant, Operations Manager at Exiger
Industry Management Consulting
Experience
Exiger July 2014 - Present
PepsiCo - Pepsi Beverages Company January 2012 - June 2014
Pepsi Beverages Company July 2011 - January 2012
Boston University September 2007 - April 2011
Merrill Lynch May 2010 - August 2010
US Army May 2010 - August 2010
RadioShack May 2008 - August 2008
VITAC 2007 - 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Access, Analysis, Six Sigma, Process Improvement, Quality Assurance, Supervisory Experience, Financial Analysis, Operations Management, Union Relations, Manufacturing, Budgets, Management, Team Leadership
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Operations Management
Boston University
Exiger July 2014 - Present
PepsiCo - Pepsi Beverages Company January 2012 - June 2014
Pepsi Beverages Company July 2011 - January 2012
Boston University September 2007 - April 2011
Merrill Lynch May 2010 - August 2010
US Army May 2010 - August 2010
RadioShack May 2008 - August 2008
VITAC 2007 - 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Access, Analysis, Six Sigma, Process Improvement, Quality Assurance, Supervisory Experience, Financial Analysis, Operations Management, Union Relations, Manufacturing, Budgets, Management, Team Leadership
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Operations Management
Boston University
Ajay Jadhav Ajay Jadhav's Merrill Lynch Experience 1990 - 1993
Job
Industry Computer Software
Experience
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Karen Zahka Karen Zahka's Merrill Lynch Experience July 2008 - May 2009
Job Associate Attorney at Lubin & Meyer, PC
Industry Legal Services
Experience
Lubin & Meyer, PC January 2014 - Present
Lubin & Meyer, PC December 2011 - December 2013
Lannik Law, LLC May 2009 - January 2012
Office of Medicaid, Board of Hearings August 2011 - December 2011
DOVE, Inc. May 2011 - August 2011
The Domestic Violence Institute (Northeastern University Law School) August 2010 - April 2011
Merrill Lynch July 2008 - May 2009
Sallie Mae May 2007 - June 2008
Skills
Westlaw, Legal Research, Legal Writing, Civil Litigation, Lexis, Courts, Research, Trials, Medicare, Medicaid, Legal Discovery, Motions, Family Law, Medical Malpractice, LexisNexis
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Boston University 2006 — 2010
B.A., Political Science and Psychology
Lubin & Meyer, PC January 2014 - Present
Lubin & Meyer, PC December 2011 - December 2013
Lannik Law, LLC May 2009 - January 2012
Office of Medicaid, Board of Hearings August 2011 - December 2011
DOVE, Inc. May 2011 - August 2011
The Domestic Violence Institute (Northeastern University Law School) August 2010 - April 2011
Merrill Lynch July 2008 - May 2009
Sallie Mae May 2007 - June 2008
Skills
Westlaw, Legal Research, Legal Writing, Civil Litigation, Lexis, Courts, Research, Trials, Medicare, Medicaid, Legal Discovery, Motions, Family Law, Medical Malpractice, LexisNexis
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Boston University 2006 — 2010
B.A., Political Science and Psychology
Jillian Frazier Jillian Frazier's Merrill Lynch Experience December 2005 - May 2006
Job Project Manager, Management Development at Colonial Life
Industry Insurance
Experience
Colonial Life January 2014 - Present
Target May 2012 - December 2013
TPR Holdings LLC September 2011 - May 2012
Clinique November 2010 - September 2011
Estee Lauder June 2008 - April 2011
Merrill Lynch December 2005 - May 2006
Skills
Product Development, Cross-functional Team..., Program Management, Consumer Products, Supply Chain, Product Marketing, Process Improvement, Management, Manufacturing, Procurement, Logistics, Marketing, Project Planning, Budgets, Retail, Merchandising, Negotiation, Packaging, Leadership, Supply Chain Management, SAP, Production Planning, Inventory Control, Lean Manufacturing, Strategy, Training, Continuous Improvement, Forecasting, Inventory Management, New Business Development, Warehousing, Demand Planning, Purchasing, ERP, Operations Management, Supply Chain..., FMCG, Strategic Sourcing, Sourcing
Education
Boston University 2006 — 2007
Graduate Diploma, Project Management
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelor, Business Administration & Finance
Dowling College
MBA, Management
Colonial Life January 2014 - Present
Target May 2012 - December 2013
TPR Holdings LLC September 2011 - May 2012
Clinique November 2010 - September 2011
Estee Lauder June 2008 - April 2011
Merrill Lynch December 2005 - May 2006
Skills
Product Development, Cross-functional Team..., Program Management, Consumer Products, Supply Chain, Product Marketing, Process Improvement, Management, Manufacturing, Procurement, Logistics, Marketing, Project Planning, Budgets, Retail, Merchandising, Negotiation, Packaging, Leadership, Supply Chain Management, SAP, Production Planning, Inventory Control, Lean Manufacturing, Strategy, Training, Continuous Improvement, Forecasting, Inventory Management, New Business Development, Warehousing, Demand Planning, Purchasing, ERP, Operations Management, Supply Chain..., FMCG, Strategic Sourcing, Sourcing
Education
Boston University 2006 — 2007
Graduate Diploma, Project Management
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelor, Business Administration & Finance
Dowling College
MBA, Management
David McMurtrie, CFP® David McMurtrie, CFP®'s Merrill Lynch Experience June 2009 - August 2011
Job Senior Wealth Strategist at UBS Financial Services
Industry Financial Services
Experience
UBS August 2011 - Present
Merrill Lynch June 2009 - August 2011
Bank of America October 2008 - June 2009
LaSalle Bank January 2005 - October 2008
Standard Federal Bank January 2002 - January 2005
Prudential Financial May 1998 - January 2002
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Financial Planning, Series 65, Series 6, Life Insurance
Education
Boston University 2008 — 2010
Certificate in Personal Financial Planning
University of Detroit Mercy 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
UBS August 2011 - Present
Merrill Lynch June 2009 - August 2011
Bank of America October 2008 - June 2009
LaSalle Bank January 2005 - October 2008
Standard Federal Bank January 2002 - January 2005
Prudential Financial May 1998 - January 2002
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Financial Planning, Series 65, Series 6, Life Insurance
Education
Boston University 2008 — 2010
Certificate in Personal Financial Planning
University of Detroit Mercy 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Phoebe Venkat's Merrill Lynch Experience August 2006 - November 2009
Job Community Builder and Manager // Collaboration Enthusiast // Intrepreneur // Change Agent // Dreamer
Industry Internet
Experience
salesforce.com April 2014 - Present
ADT Security Services July 2012 - January 2014
Pivot and Social Week December 2011 - January 2014
Tyco Fire & Security November 2010 - July 2012
Bloomberg LP January 2010 - October 2010
Merrill Lynch August 2006 - November 2009
Merrill Lynch Investment Managers July 2004 - July 2006
Johnson & Johnson - Networking & Computing Services August 2001 - August 2002
Sensors Unlimited, Inc. June 1999 - May 2001
Skills
Community Management, Enterprise collaboration, Enterprise Social..., Leadership, Internal Communications, Enterprise Software, Digital Strategy, Corporate Communications, Content Strategy, Thought Leadership, Marketing Communications, Social Media, Social Networking, Online Marketing, Web Content Management, Project Management, Vendor Management, Management, Marketing, Content Management, Integrated Marketing, Editing, Social Enterprise, Project Planning, Media Relations, Employee Engagement, Corporate Branding, Copywriting, Web Design, Social Media Marketing, B2B Marketing, Strategic Partnerships, Program Management, Online Community..., Online Communications, Web Project Management, Enterprise networking..., Web Content, Digital Marketing, Human Resources, Email Marketing, Content Development, Change Communication, Brand Communication, Writing, Culture Change, Content curation, Blogging, Yammer, Chatter
Education
Boston University
BS
salesforce.com April 2014 - Present
ADT Security Services July 2012 - January 2014
Pivot and Social Week December 2011 - January 2014
Tyco Fire & Security November 2010 - July 2012
Bloomberg LP January 2010 - October 2010
Merrill Lynch August 2006 - November 2009
Merrill Lynch Investment Managers July 2004 - July 2006
Johnson & Johnson - Networking & Computing Services August 2001 - August 2002
Sensors Unlimited, Inc. June 1999 - May 2001
Skills
Community Management, Enterprise collaboration, Enterprise Social..., Leadership, Internal Communications, Enterprise Software, Digital Strategy, Corporate Communications, Content Strategy, Thought Leadership, Marketing Communications, Social Media, Social Networking, Online Marketing, Web Content Management, Project Management, Vendor Management, Management, Marketing, Content Management, Integrated Marketing, Editing, Social Enterprise, Project Planning, Media Relations, Employee Engagement, Corporate Branding, Copywriting, Web Design, Social Media Marketing, B2B Marketing, Strategic Partnerships, Program Management, Online Community..., Online Communications, Web Project Management, Enterprise networking..., Web Content, Digital Marketing, Human Resources, Email Marketing, Content Development, Change Communication, Brand Communication, Writing, Culture Change, Content curation, Blogging, Yammer, Chatter
Education
Boston University
BS
John Ruda's Merrill Lynch Experience December 2007 - March 2008
Job Director, Institutional Strategic Planning & Analytics
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
TD Ameritrade March 2008 - September 2011
Merrill Lynch December 2007 - March 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch August 2004 - January 2006
AT&T August 2003 - August 2004
Neuberger Berman May 2002 - January 2003
Skills
Financial Analysis, Strategic Planning, Business Analytics, Innovation, Competitive Analysis, Sales Compensation, Metrics Analysis, Excel, Executive Level..., Executive Reporting, Sales Analytics, Team Leadership, Strategy, Business Analysis, Analysis, Business Planning, Business Strategy, Corporate Finance, Leadership, Financial Advisory, Forecasting, Investments, Sales, Management, Series 63, Analytics, Market Research, Valuation, Series 7, Budgets, Business Process..., Financial Modeling, Management Consulting, Financial Services, Microsoft Excel, Executive Management, Wealth Management, Investment Advisory, Strategic Financial..., Data Analysis, Finance
Education
Boston University 1999 — 2003
BA
TD Ameritrade September 2011 - Present
TD Ameritrade March 2008 - September 2011
Merrill Lynch December 2007 - March 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch August 2004 - January 2006
AT&T August 2003 - August 2004
Neuberger Berman May 2002 - January 2003
Skills
Financial Analysis, Strategic Planning, Business Analytics, Innovation, Competitive Analysis, Sales Compensation, Metrics Analysis, Excel, Executive Level..., Executive Reporting, Sales Analytics, Team Leadership, Strategy, Business Analysis, Analysis, Business Planning, Business Strategy, Corporate Finance, Leadership, Financial Advisory, Forecasting, Investments, Sales, Management, Series 63, Analytics, Market Research, Valuation, Series 7, Budgets, Business Process..., Financial Modeling, Management Consulting, Financial Services, Microsoft Excel, Executive Management, Wealth Management, Investment Advisory, Strategic Financial..., Data Analysis, Finance
Education
Boston University 1999 — 2003
BA
Elizabeth Duff's Merrill Lynch Experience June 2010 - September 2011
Job Communications Specialist at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Nestlé Purina North America February 2014 - July 2015
Nestlé S.A. July 2012 - February 2014
Viacom June 2011 - September 2011
Merrill Lynch June 2010 - September 2011
Gucci October 2010 - May 2011
Skills
Microsoft Word, PowerPoint, Strategic Sales Plans, Detailed Organization, Work Ethic, Sales, Project Team Management, Public Relations, Positive Team Player, Passion for Success, Microsoft Excel, Sales Management, Marketing Communications, Organization, Customer Service, Public Speaking, Leadership, Competitive Analysis
Education
Boston University 2008 — 2012
Graduated magna cum laude, Bachelor of Science (BS), Communication, Public Relations, International Relations
Greenwich Academy 1997 — 2008
High School Diploma
UBS August 2015 - Present
Nestlé Purina North America February 2014 - July 2015
Nestlé S.A. July 2012 - February 2014
Viacom June 2011 - September 2011
Merrill Lynch June 2010 - September 2011
Gucci October 2010 - May 2011
Skills
Microsoft Word, PowerPoint, Strategic Sales Plans, Detailed Organization, Work Ethic, Sales, Project Team Management, Public Relations, Positive Team Player, Passion for Success, Microsoft Excel, Sales Management, Marketing Communications, Organization, Customer Service, Public Speaking, Leadership, Competitive Analysis
Education
Boston University 2008 — 2012
Graduated magna cum laude, Bachelor of Science (BS), Communication, Public Relations, International Relations
Greenwich Academy 1997 — 2008
High School Diploma
Jonathan Otto Jonathan Otto's Merrill Lynch Experience May 2004 - September 2004
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
Diksha Kuhar Diksha Kuhar's Merrill Lynch Experience June 2006 - July 2006
Job Product Marketing at LinkedIn
Industry Marketing and Advertising
Experience
LinkedIn September 2013 - Present
Directi June 2012 - January 2013
InspireOne Consultants February 2008 - March 2011
Merrill Lynch June 2006 - July 2006
Bharti Televentures Ltd May 2003 - June 2003
Skills
Product Marketing, Marketing Communications, Marketing Strategy, Relationship Marketing, Business Development, Advertising, Key Account Management, Branding & Identity, B2B Marketing
Education
Indian School of Business 2011 — 2012
MBA, Marketing
Boston University 2005 — 2007
M.A., International Relations, Communications
St. Xavier's College 2000 — 2005
B.A., Economics
LinkedIn September 2013 - Present
Directi June 2012 - January 2013
InspireOne Consultants February 2008 - March 2011
Merrill Lynch June 2006 - July 2006
Bharti Televentures Ltd May 2003 - June 2003
Skills
Product Marketing, Marketing Communications, Marketing Strategy, Relationship Marketing, Business Development, Advertising, Key Account Management, Branding & Identity, B2B Marketing
Education
Indian School of Business 2011 — 2012
MBA, Marketing
Boston University 2005 — 2007
M.A., International Relations, Communications
St. Xavier's College 2000 — 2005
B.A., Economics
Aamna Jalal's Merrill Lynch Experience January 2006 - April 2007
Job Vice President, Legal Affairs at Thinkwell
Industry Legal Services
Experience
Thinkwell November 2011 - Present
Thinkwell September 2008 - November 2011
Union Bank of California October 2007 - September 2008
Merrill Lynch January 2006 - April 2007
Skills
Intellectual Property, Licensing, Legal Writing, Entertainment Law, Legal Research, Copyright Law, Employment Law, Legal Affairs, Contract Management, Corporate Law, Joint Ventures, Trademarks, Corporate Governance, International Law, Management
Education
New York Law School 2002 — 2005
JD, Law
Boston University 1999 — 2001
BA, Political Science & English
Scarsdale High School
Thinkwell November 2011 - Present
Thinkwell September 2008 - November 2011
Union Bank of California October 2007 - September 2008
Merrill Lynch January 2006 - April 2007
Skills
Intellectual Property, Licensing, Legal Writing, Entertainment Law, Legal Research, Copyright Law, Employment Law, Legal Affairs, Contract Management, Corporate Law, Joint Ventures, Trademarks, Corporate Governance, International Law, Management
Education
New York Law School 2002 — 2005
JD, Law
Boston University 1999 — 2001
BA, Political Science & English
Scarsdale High School
Sonya Nolan, CFP® Sonya Nolan, CFP®'s Merrill Lynch Experience June 2012 - August 2012
Job Assistant Vice President, HighNetWorth Consulting at LPL Financial
Industry Financial Services
Experience
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
Rhea Keller's Merrill Lynch Experience May 2006 - August 2006
Job Global Art Project Coordinator
Industry Arts and Crafts
Experience
Inside Out Project February 2013 - Present
Souza & Associates May 2012 - November 2012
RainCoat Films August 2012 - August 2012
NADA Art Fair May 2012 - May 2012
Lyons Wier Gallery September 2011 - March 2012
Galerie Art’et Miss May 2010 - July 2010
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Office, Adobe Creative Suite, Blogging, Public Relations, Art, French, English
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Art History; Entrepreneurship with Art Focus
Boston University 2010 — 2010
Boston University
The University of North Carolina
Bachelor of Arts, Art History
Inside Out Project February 2013 - Present
Souza & Associates May 2012 - November 2012
RainCoat Films August 2012 - August 2012
NADA Art Fair May 2012 - May 2012
Lyons Wier Gallery September 2011 - March 2012
Galerie Art’et Miss May 2010 - July 2010
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Office, Adobe Creative Suite, Blogging, Public Relations, Art, French, English
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Art History; Entrepreneurship with Art Focus
Boston University 2010 — 2010
Boston University
The University of North Carolina
Bachelor of Arts, Art History
Dylan Atkins Dylan Atkins's Merrill Lynch Experience September 1998 - Present
Job Wealth Management Advisor CFP® CAP® CRPC®
Industry Financial Services
Experience
Merrill Lynch September 1998 - Present
Skills
Portfolio Management, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Philanthropy, Series 7, Venture Capital, Asset Allocation, Retirement Planning, Management, Equities, Financial Analysis, Financial Services, Investment Advisory, Investment Management, Investment Strategies, Investments, Public Speaking, Strategic Planning, Leadership
Education
The American College
Financial Planning and Services
Boston University 2011 — 2011
Certified Financial Planner®
The American College 2012 — 2013
Chartered Advisor in Philanthropy®
University of Arizona 1994 — 1997
BS, Economics
University of Pennsylvania - The Wharton School
Finance and Accounting
Merrill Lynch September 1998 - Present
Skills
Portfolio Management, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Philanthropy, Series 7, Venture Capital, Asset Allocation, Retirement Planning, Management, Equities, Financial Analysis, Financial Services, Investment Advisory, Investment Management, Investment Strategies, Investments, Public Speaking, Strategic Planning, Leadership
Education
The American College
Financial Planning and Services
Boston University 2011 — 2011
Certified Financial Planner®
The American College 2012 — 2013
Chartered Advisor in Philanthropy®
University of Arizona 1994 — 1997
BS, Economics
University of Pennsylvania - The Wharton School
Finance and Accounting
Christine Dellacato's Merrill Lynch Experience October 1989 - May 1995
Job Branch Manager at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. July 2013 - Present
LPL Financial June 1995 - July 2013
Merrill Lynch October 1989 - May 1995
Skills
Wealth Management, Mutual Funds, Securities, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Asset Managment, Equities, Bonds
Education
Boston University 1984 — 1988
Bachelor of Science, Economics
Summit Brokerage Services, Inc. July 2013 - Present
LPL Financial June 1995 - July 2013
Merrill Lynch October 1989 - May 1995
Skills
Wealth Management, Mutual Funds, Securities, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Asset Managment, Equities, Bonds
Education
Boston University 1984 — 1988
Bachelor of Science, Economics
Sergio Tortora's Merrill Lynch Experience October 2006 - July 2008
Job Process and Innovation Leader at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
Transigma Partners February 2012 - July 2014
Vertrue 2008 - February 2012
Merrill Lynch October 2006 - July 2008
NBC Universal 2003 - 2006
GE Capital 2001 - 2003
General Electric January 1999 - December 2001
Pratt & Whitney January 1997 - August 1997
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Strategy, Program Management, Management, Operations Management, Operational Excellence, Process Optimization, Change Management, Leadership, Business Process, SDLC, Integration, Lean Manufacturing, Project Portfolio..., Business Development, Coaching, Business Process..., Product Development, Business Strategy, Management Consulting, New Business Development, Value Stream Mapping, DMAIC, Mergers & Acquisitions, Project Management, Statistical Modeling, Supply Chain Management, Acquisition Integration, Team Management, Strategic Consulting, Business Analysis, Business Process..., Lean Initiatives, Stage-Gate, Product Lifecycle..., Process Consulting, Presentation Development, Demand Supply Planning, Executive Level..., Manage Client..., System Implementations, Lean Transformation, Lean Thinking, Lean Operations, Lean Startup, Business Transformation
Education
Boston University 1994 — 1998
BS, Manufacturing Engineering
Don Bosco Technical High School 1990 — 1994
High School Diploma, Architectural Drafting and Architectural CAD/CADD
GE Capital July 2014 - Present
Transigma Partners February 2012 - July 2014
Vertrue 2008 - February 2012
Merrill Lynch October 2006 - July 2008
NBC Universal 2003 - 2006
GE Capital 2001 - 2003
General Electric January 1999 - December 2001
Pratt & Whitney January 1997 - August 1997
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Strategy, Program Management, Management, Operations Management, Operational Excellence, Process Optimization, Change Management, Leadership, Business Process, SDLC, Integration, Lean Manufacturing, Project Portfolio..., Business Development, Coaching, Business Process..., Product Development, Business Strategy, Management Consulting, New Business Development, Value Stream Mapping, DMAIC, Mergers & Acquisitions, Project Management, Statistical Modeling, Supply Chain Management, Acquisition Integration, Team Management, Strategic Consulting, Business Analysis, Business Process..., Lean Initiatives, Stage-Gate, Product Lifecycle..., Process Consulting, Presentation Development, Demand Supply Planning, Executive Level..., Manage Client..., System Implementations, Lean Transformation, Lean Thinking, Lean Operations, Lean Startup, Business Transformation
Education
Boston University 1994 — 1998
BS, Manufacturing Engineering
Don Bosco Technical High School 1990 — 1994
High School Diploma, Architectural Drafting and Architectural CAD/CADD
Srirup Kumar Srirup Kumar's Merrill Lynch Experience June 2002 - December 2003
Job President & Cofounder, CSB
Industry Renewables & Environment
Experience
ForTheGood Public Benefit Corp. dba CSB May 2014 - Present
Impact Bioenergy March 2014 - Present
Zero Waste Vashon January 2014 - Present
Element 8 Angels January 2014 - June 2015
City of Seattle April 2013 - December 2013
Akamai Technologies October 2005 - December 2012
BioDefense Corporation May 2004 - January 2005
Merrill Lynch June 2002 - December 2003
Skills
Business Analysis, Requirements Gathering, Project Management, Renewable Energy, CRM, User Acceptance Testing, Information Technology, Strategy, Business Development, Collaborative Problem..., Business Intelligence, MS Project, Stakeholder Engagement, Energy Efficiency, Resource Recovery, Waste to Energy, Alt Fuel, Bioenergy, Scalability, Salesforce.com, Siebel, Oracle E-Business Suite, Software Development..., User Interface Design, Due Diligence, Use Case Analysis, Test Planning, User Experience, Functional Analysis, Enterprise Systems, System Testing, Financial Applications, SDLC, Cross-functional Team..., Strategic Planning, Management, Analysis, Program Management, Leadership
Education
Pinchot 2013 — 2015
MBA in Sustainable Business, Sustainable Energy Solutions
Boston University 2001 — 2005
Bachelor of Science in Business Administration, Management Information Systems
Harvard Extension School 2009 — 2010
Pinchot 2013 — 2014
Sustainable Energy Solutions Certificate
ForTheGood Public Benefit Corp. dba CSB May 2014 - Present
Impact Bioenergy March 2014 - Present
Zero Waste Vashon January 2014 - Present
Element 8 Angels January 2014 - June 2015
City of Seattle April 2013 - December 2013
Akamai Technologies October 2005 - December 2012
BioDefense Corporation May 2004 - January 2005
Merrill Lynch June 2002 - December 2003
Skills
Business Analysis, Requirements Gathering, Project Management, Renewable Energy, CRM, User Acceptance Testing, Information Technology, Strategy, Business Development, Collaborative Problem..., Business Intelligence, MS Project, Stakeholder Engagement, Energy Efficiency, Resource Recovery, Waste to Energy, Alt Fuel, Bioenergy, Scalability, Salesforce.com, Siebel, Oracle E-Business Suite, Software Development..., User Interface Design, Due Diligence, Use Case Analysis, Test Planning, User Experience, Functional Analysis, Enterprise Systems, System Testing, Financial Applications, SDLC, Cross-functional Team..., Strategic Planning, Management, Analysis, Program Management, Leadership
Education
Pinchot 2013 — 2015
MBA in Sustainable Business, Sustainable Energy Solutions
Boston University 2001 — 2005
Bachelor of Science in Business Administration, Management Information Systems
Harvard Extension School 2009 — 2010
Pinchot 2013 — 2014
Sustainable Energy Solutions Certificate
Ceng (Cecelia) Hu's Merrill Lynch Experience May 2007 - August 2007
Job Financial Analyst, Project Finance at Recurrent Energy
Industry Renewables & Environment
Experience
Recurrent Energy September 2015 - Present
Hanergy Holding America, Inc March 2014 - August 2015
Coherix Inc. January 2011 - February 2014
Merrill Lynch May 2007 - August 2007
Skills
DCF, NPV, Due Diligence, Investments, Portfolio Management, Economics, Equities, Quantitative Analytics, Market Research, Business Planning, Finance, Business Valuation, Financial Modeling, Bloomberg, Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Strategy, Competitive Analysis
Education
Boston University 2008 — 2010
Master, Economics
Miami University 2004 — 2008
BA, International Studies and Economics
WU (Vienna University of Economics and Business) 2006 — 2007
BA, Economics
Recurrent Energy September 2015 - Present
Hanergy Holding America, Inc March 2014 - August 2015
Coherix Inc. January 2011 - February 2014
Merrill Lynch May 2007 - August 2007
Skills
DCF, NPV, Due Diligence, Investments, Portfolio Management, Economics, Equities, Quantitative Analytics, Market Research, Business Planning, Finance, Business Valuation, Financial Modeling, Bloomberg, Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Strategy, Competitive Analysis
Education
Boston University 2008 — 2010
Master, Economics
Miami University 2004 — 2008
BA, International Studies and Economics
WU (Vienna University of Economics and Business) 2006 — 2007
BA, Economics
Greg Munster,CFP® CRPC® Greg Munster,CFP® CRPC®'s Merrill Lynch Experience March 2002 - March 2014
Job Managing Principal Financial Advisor at Munster Financial, LLC.
Industry Financial Services
Experience
Munster Financial, LLC March 2014 - Present
Merrill Lynch March 2002 - March 2014
Morgan Stanley January 1992 - March 2002
Skills
Investments, Asset Allocation, Retirement, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Strategic Planning, Finance, Financial Advisory, Due Diligence, Bonds, Alternative Investments, Equities, Series 9/10, Series 31, Series 65, Certified Financial..., Series 7, Series 63
Education
The Ohio State University 1987 — 1991
BSBA, Marketing and Real Estate
Boston University 1986 — 1987
Bachelor of Business Administration (B.B.A.)
Munster Financial, LLC March 2014 - Present
Merrill Lynch March 2002 - March 2014
Morgan Stanley January 1992 - March 2002
Skills
Investments, Asset Allocation, Retirement, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Strategic Planning, Finance, Financial Advisory, Due Diligence, Bonds, Alternative Investments, Equities, Series 9/10, Series 31, Series 65, Certified Financial..., Series 7, Series 63
Education
The Ohio State University 1987 — 1991
BSBA, Marketing and Real Estate
Boston University 1986 — 1987
Bachelor of Business Administration (B.B.A.)
CJ Bardy CJ Bardy's Merrill Lynch Experience October 2001 - April 2004
Job Director Equity Finance BMO Capital Markets | Equity Derivatives
Industry Investment Management
Experience
BMO Capital Markets December 2009 - May 2015
Paloma Partners April 2007 - January 2010
Sagamore Hill Capital Management April 2004 - October 2005
Merrill Lynch October 2001 - April 2004
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Trading, Equity Derivatives, Prime Brokerage, Investment Banking, Trading Systems, Alternative Investments, Securities, Securities Lending, Series 7, Financial Markets, Swaps, Options, Electronic Trading, Valuation, Waste Management
Education
Boston University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Fountain Valley High School 1994 — 1999
BMO Capital Markets December 2009 - May 2015
Paloma Partners April 2007 - January 2010
Sagamore Hill Capital Management April 2004 - October 2005
Merrill Lynch October 2001 - April 2004
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Trading, Equity Derivatives, Prime Brokerage, Investment Banking, Trading Systems, Alternative Investments, Securities, Securities Lending, Series 7, Financial Markets, Swaps, Options, Electronic Trading, Valuation, Waste Management
Education
Boston University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Fountain Valley High School 1994 — 1999
Amanda Peterson Amanda Peterson's Merrill Lynch Experience January 2006 - July 2008
Job
Industry Financial Services
Experience
Macquarie Infrastructure Company (MIC) Renewable Energy Holdings, LLC July 2014 - Present
Chevron October 2012 - June 2014
Agile Energy January 2012 - January 2013
Agile Energy July 2010 - January 2012
The Wharton School August 2008 - July 2010
Tessera Solar June 2009 - August 2009
Merrill Lynch January 2006 - July 2008
General Electric 2004 - 2006
Skills
Energy, Photovoltaics, Project Finance, Solar, Renewable Energy, Power Plants, Permitting, Gas, Pipelines, Investment Banking, Project Management, Solar Energy, Business Development, Cleantech, Due Diligence, Financial Modeling, Strategy, Business Strategy, Management, Valuation, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Boston University 2000 — 2004
BS
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS)
Macquarie Infrastructure Company (MIC) Renewable Energy Holdings, LLC July 2014 - Present
Chevron October 2012 - June 2014
Agile Energy January 2012 - January 2013
Agile Energy July 2010 - January 2012
The Wharton School August 2008 - July 2010
Tessera Solar June 2009 - August 2009
Merrill Lynch January 2006 - July 2008
General Electric 2004 - 2006
Skills
Energy, Photovoltaics, Project Finance, Solar, Renewable Energy, Power Plants, Permitting, Gas, Pipelines, Investment Banking, Project Management, Solar Energy, Business Development, Cleantech, Due Diligence, Financial Modeling, Strategy, Business Strategy, Management, Valuation, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Boston University 2000 — 2004
BS
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS)
David Klaus David Klaus's Merrill Lynch Experience January 2010 - January 2012
Job Computer Engineer
Industry Computer Software
Experience
Carlson Software May 2015 - Present
Merrill Lynch January 2010 - January 2012
Skills
Microsoft Office, C++, Public Speaking, Microsoft Excel, Python, Microsoft Word, Teaching, PowerPoint, Java, C, GPU, Research, Matlab
Education
Boston University 2012 — 2014
Master's Degree, Computer Engineering; Software Engineering, GPA: 3.87
Lawrence University
Bachelors of Science, Economics & East Asian Studies
Carlson Software May 2015 - Present
Merrill Lynch January 2010 - January 2012
Skills
Microsoft Office, C++, Public Speaking, Microsoft Excel, Python, Microsoft Word, Teaching, PowerPoint, Java, C, GPU, Research, Matlab
Education
Boston University 2012 — 2014
Master's Degree, Computer Engineering; Software Engineering, GPA: 3.87
Lawrence University
Bachelors of Science, Economics & East Asian Studies
Jason Burack's Merrill Lynch Experience February 2011 - May 2011
Job CEO at Hawk Capital Management LLC
Industry Investment Management
Experience
Hawk Capital Management LLC August 2014 - Present
IC Advisory Services, Inc. May 2011 - March 2012
Merrill Lynch February 2011 - May 2011
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Adminstration, Finance
Boston University
Hawk Capital Management LLC August 2014 - Present
IC Advisory Services, Inc. May 2011 - March 2012
Merrill Lynch February 2011 - May 2011
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Adminstration, Finance
Boston University
Adam Sussman's Merrill Lynch Experience June 2007 - August 2009
Job MSREI Candidate '15
Industry Real Estate
Experience
Johns Hopkins University August 2014 - Present
CNN February 2011 - July 2014
North American Precis Syndicate (NAPS) June 2010 - February 2011
Merrill Lynch June 2007 - August 2009
CNN June 2008 - August 2008
Princeton Communications Group June 2006 - August 2006
Skills
Field Producing, Writing, Broadcast Journalism, Broadcast, Avid, Breaking News, Television, Video Production, Broadcast Television, Final Cut Pro, Non-linear Editing, I-News, Producing, Microsoft Excel, Economics, Management, Corporate Finance, Managerial Finance, Equities, Construction Management, Public Relations, Sales, Sales Management, Business Strategy, Cold Calling
Education
The Johns Hopkins University 2014 — 2015
Master of Science (M.S.), Real Estate and Infrastructure Development
Boston University 2006 — 2010
Bachelor's degree, Communication and Management
Princeton Day School
Johns Hopkins University August 2014 - Present
CNN February 2011 - July 2014
North American Precis Syndicate (NAPS) June 2010 - February 2011
Merrill Lynch June 2007 - August 2009
CNN June 2008 - August 2008
Princeton Communications Group June 2006 - August 2006
Skills
Field Producing, Writing, Broadcast Journalism, Broadcast, Avid, Breaking News, Television, Video Production, Broadcast Television, Final Cut Pro, Non-linear Editing, I-News, Producing, Microsoft Excel, Economics, Management, Corporate Finance, Managerial Finance, Equities, Construction Management, Public Relations, Sales, Sales Management, Business Strategy, Cold Calling
Education
The Johns Hopkins University 2014 — 2015
Master of Science (M.S.), Real Estate and Infrastructure Development
Boston University 2006 — 2010
Bachelor's degree, Communication and Management
Princeton Day School
Brandon Paolillo Brandon Paolillo's Merrill Lynch Experience July 2015 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Commonwealth Financial Network June 2015 - Present
Boston College Football Program August 2014 - Present
Commonwealth Financial Network August 2014 - May 2015
Superior Coil Inc. June 2009 - August 2014
University of Maryland Football Program September 2011 - June 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Windows, Access, Photoshop, Social Media, JumpForward Recruiting..., Data Analysis
Education
Boston University 2012 — 2015
Bachelor of Business Administration (BBA), School of Management
University of Maryland College Park 2011 — 2012
Business Administration and Management, General
Merrill Lynch July 2015 - Present
Commonwealth Financial Network June 2015 - Present
Boston College Football Program August 2014 - Present
Commonwealth Financial Network August 2014 - May 2015
Superior Coil Inc. June 2009 - August 2014
University of Maryland Football Program September 2011 - June 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Windows, Access, Photoshop, Social Media, JumpForward Recruiting..., Data Analysis
Education
Boston University 2012 — 2015
Bachelor of Business Administration (BBA), School of Management
University of Maryland College Park 2011 — 2012
Business Administration and Management, General
Ash Kabir Ash Kabir's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
United Way of America March 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Data Analysis, Time Management, Financial Analysis, Economics, Outlook, Derivatives, Wealth Management..., Finance, Credit, Social Networking, Spanish, Access
Education
Pace University 2010 — 2013
Bachelor of Science (B.S.), Business Economics
Boston University
Morgan Stanley January 2014 - Present
United Way of America March 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Data Analysis, Time Management, Financial Analysis, Economics, Outlook, Derivatives, Wealth Management..., Finance, Credit, Social Networking, Spanish, Access
Education
Pace University 2010 — 2013
Bachelor of Science (B.S.), Business Economics
Boston University
Marc A Morrone, CFP's Merrill Lynch Experience October 2003 - October 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Traphagen Financial Group December 2005 - December 2012
Gerson Lehrman Group January 2005 - November 2005
Merrill Lynch October 2003 - October 2004
Sands Brothers March 2002 - August 2003
KPMG May 2000 - August 2000
Skills
Income Tax, Wealth Management, Estate Planning, Portfolio Management, Cash Flow Management, Insurance Planning, Real Estate Finance
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Public Accounting
Boston University
Certificate in Financial Planning
Fidelity Investments December 2012 - Present
Traphagen Financial Group December 2005 - December 2012
Gerson Lehrman Group January 2005 - November 2005
Merrill Lynch October 2003 - October 2004
Sands Brothers March 2002 - August 2003
KPMG May 2000 - August 2000
Skills
Income Tax, Wealth Management, Estate Planning, Portfolio Management, Cash Flow Management, Insurance Planning, Real Estate Finance
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Public Accounting
Boston University
Certificate in Financial Planning
Gregory L. Shirk, CRPC® Gregory L. Shirk, CRPC®'s Merrill Lynch Experience 2009 - 2012
Job Partner Capital Wealth Partners, LLC
Industry Financial Services
Experience
Capital Wealth Partners, LLC May 2013 - Present
Raymond James 2012 - April 2013
Merrill Lynch 2009 - 2012
Verizon 1997 - 2009
DePuy Orthopaedics 1994 - 1997
Skills
Tax Planning, Retirement Planning..., Investments, Small Business, Estate Planning, Wealth Preservation..., Strategic Financial..., Licenses: Series 7,...
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Boston University 2006 — 2008
Financial Planning
Indiana University 1985 — 1990
Bachelor of Science (B.S.), Accounting
East Noble High School 1980 — 1984
Capital Wealth Partners, LLC May 2013 - Present
Raymond James 2012 - April 2013
Merrill Lynch 2009 - 2012
Verizon 1997 - 2009
DePuy Orthopaedics 1994 - 1997
Skills
Tax Planning, Retirement Planning..., Investments, Small Business, Estate Planning, Wealth Preservation..., Strategic Financial..., Licenses: Series 7,...
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Boston University 2006 — 2008
Financial Planning
Indiana University 1985 — 1990
Bachelor of Science (B.S.), Accounting
East Noble High School 1980 — 1984
Carol Lerner's Merrill Lynch Experience 1983 - 1988
Job Executive Assistant, Ruvane Fund Management Corp.
Industry Philanthropy
Experience
Jewish Family and Children's Service of Greater Mercer County 2013 - Present
Ruvane Fund Management Corp. 2003 - Present
Jewish Family and Childrens Service of Greater Mercer County 2010 - 2013
MarketSource Inc. 1989 - 1992
Merrill Lynch 1983 - 1988
Saatchi & Saatchi 1981 - 1983
Skills
Nonprofits, Philanthropy, Investment Management, Marketing Communications
Education
Boston University 1977 — 1981
Bachelor of Science (B.S.), Communication, Art History
Jewish Family and Children's Service of Greater Mercer County 2013 - Present
Ruvane Fund Management Corp. 2003 - Present
Jewish Family and Childrens Service of Greater Mercer County 2010 - 2013
MarketSource Inc. 1989 - 1992
Merrill Lynch 1983 - 1988
Saatchi & Saatchi 1981 - 1983
Skills
Nonprofits, Philanthropy, Investment Management, Marketing Communications
Education
Boston University 1977 — 1981
Bachelor of Science (B.S.), Communication, Art History
Robert Curran, PMP, CSM, CSPO, MBA Robert Curran, PMP, CSM, CSPO, MBA's Merrill Lynch Experience May 2010 - February 2011
Job IT Project Manager III at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
W. Alejandro Polanco W. Alejandro Polanco's Merrill Lynch Experience April 2005 - September 2006
Job Mobile & Web Engagement Products | Celebrity Cruises
Industry Marketing and Advertising
Experience
Celebrity Cruises, Inc. January 2014 - Present
NuvaGlobal, LLC October 2013 - Present
ProductCamp South Florida December 2012 - Present
Arise Virtual Solutions Inc. October 2011 - December 2012
Q Interactive June 2010 - October 2011
AOL Advertising October 2008 - June 2010
Fidelity National Information Services August 2006 - April 2008
Merrill Lynch April 2005 - September 2006
UBS Wealth Management March 2003 - April 2005
Merrill Lynch March 1999 - March 2003
Skills
RUP, Product Management, Web Analytics, Cross-functional Team..., Vendor Management, Business Analysis, Product Development, Agile Methodologies, Software Developement..., Project Management, E-commerce, Competitive Analysis, Strategic Planning, Process Improvement, Marketing Strategy, Online Advertising, Entrepreneurship, SDLC, Mobile Devices, Software Development, Business Development, Advertising, Analytics, Strategy, Online Marketing, Enterprise Software, Digital Marketing, Email Marketing, Management, Team Building, Program Management, E-commerce SEO, SEO, Team Management, Product Marketing, Team Leadership, Business Strategy, Leadership, Marketing, User Experience, Strategic Partnerships, CRM, Start-ups, Go-to-market Strategy, SaaS, Scrum, Enterprise Architecture, SEM, Lead Generation, Business Intelligence
Education
Boston University 2007 — 2008
Master Product Marketing and Management, Technical Product Management
University of Phoenix at Jersey City 2002 — 2004
MBA, Technology Mgmt, Business Process Re-Engineering
University of Massachusetts Lowell 1994 — 1999
BSBA, Finance & Marketing
Celebrity Cruises, Inc. January 2014 - Present
NuvaGlobal, LLC October 2013 - Present
ProductCamp South Florida December 2012 - Present
Arise Virtual Solutions Inc. October 2011 - December 2012
Q Interactive June 2010 - October 2011
AOL Advertising October 2008 - June 2010
Fidelity National Information Services August 2006 - April 2008
Merrill Lynch April 2005 - September 2006
UBS Wealth Management March 2003 - April 2005
Merrill Lynch March 1999 - March 2003
Skills
RUP, Product Management, Web Analytics, Cross-functional Team..., Vendor Management, Business Analysis, Product Development, Agile Methodologies, Software Developement..., Project Management, E-commerce, Competitive Analysis, Strategic Planning, Process Improvement, Marketing Strategy, Online Advertising, Entrepreneurship, SDLC, Mobile Devices, Software Development, Business Development, Advertising, Analytics, Strategy, Online Marketing, Enterprise Software, Digital Marketing, Email Marketing, Management, Team Building, Program Management, E-commerce SEO, SEO, Team Management, Product Marketing, Team Leadership, Business Strategy, Leadership, Marketing, User Experience, Strategic Partnerships, CRM, Start-ups, Go-to-market Strategy, SaaS, Scrum, Enterprise Architecture, SEM, Lead Generation, Business Intelligence
Education
Boston University 2007 — 2008
Master Product Marketing and Management, Technical Product Management
University of Phoenix at Jersey City 2002 — 2004
MBA, Technology Mgmt, Business Process Re-Engineering
University of Massachusetts Lowell 1994 — 1999
BSBA, Finance & Marketing
Timothy Yang's Merrill Lynch Experience January 2006 - May 2006
Job .
Industry Management Consulting
Experience
DealIndex January 2015 - Present
ICV, Inc. July 2012 - Present
Clough Capital Partners, LP July 2008 - July 2012
Citi September 2006 - July 2008
Merrill Lynch January 2006 - May 2006
Hite Capital Management June 2005 - August 2005
Skills
Asia Markets, Emerging Markets, Investment Consulting, Crowdfunding, Equities, Hedge Funds, Equity Research, Business Development, Equity Trading, FinTech, Private Investment, Mandarin, Commodity, Derivatives, Financial Modeling, Valuation, Asian markets, Capital Markets, Alternative Investments, Bloomberg, Swaps, Company Valuation, Fundamental Analysis, Equity Valuation, Private Banking, Family Office, Private Equity, Series 7, Investment Banking, Fund Of Funds, Options, FX Options, FX Hedging, Quantitative Analytics, Factset, Eze Castle
Education
Boston University 2002 — 2006
Bachelor of Arts, Economics
Boston University 2002 — 2006
Bachelor of Arts, Computer Science
Boston University 2002 — 2006
Bachelor of Arts, International Relations
DealIndex January 2015 - Present
ICV, Inc. July 2012 - Present
Clough Capital Partners, LP July 2008 - July 2012
Citi September 2006 - July 2008
Merrill Lynch January 2006 - May 2006
Hite Capital Management June 2005 - August 2005
Skills
Asia Markets, Emerging Markets, Investment Consulting, Crowdfunding, Equities, Hedge Funds, Equity Research, Business Development, Equity Trading, FinTech, Private Investment, Mandarin, Commodity, Derivatives, Financial Modeling, Valuation, Asian markets, Capital Markets, Alternative Investments, Bloomberg, Swaps, Company Valuation, Fundamental Analysis, Equity Valuation, Private Banking, Family Office, Private Equity, Series 7, Investment Banking, Fund Of Funds, Options, FX Options, FX Hedging, Quantitative Analytics, Factset, Eze Castle
Education
Boston University 2002 — 2006
Bachelor of Arts, Economics
Boston University 2002 — 2006
Bachelor of Arts, Computer Science
Boston University 2002 — 2006
Bachelor of Arts, International Relations
David Caccese, CFP®'s Merrill Lynch Experience June 2005 - January 2009
Job First Vice PresidentWealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Angela Flowers Angela Flowers's Merrill Lynch Experience October 2000 - May 2002
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
Brian J. McGuire, CFP® Brian J. McGuire, CFP®'s Merrill Lynch Experience December 2004 - December 2005
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2014 - Present
USAA April 2011 - April 2014
Bernard R. Wolfe & Associates, Inc. December 2005 - May 2011
Merrill Lynch December 2004 - December 2005
Marriott International February 1999 - December 2004
Education
Boston University 2007 — 2008
Financial Planning
University of Maryland College Park 1996 — 2000
Bachelor of Arts, Government and Politics
Edelman Financial Services April 2014 - Present
USAA April 2011 - April 2014
Bernard R. Wolfe & Associates, Inc. December 2005 - May 2011
Merrill Lynch December 2004 - December 2005
Marriott International February 1999 - December 2004
Education
Boston University 2007 — 2008
Financial Planning
University of Maryland College Park 1996 — 2000
Bachelor of Arts, Government and Politics
Locke R. McMurray's Merrill Lynch Experience September 1997 - August 2006
Job Partner at Jones Day
Industry Law Practice
Experience
Jones Day October 2012 - Present
Lehman Brothers Holdings August 2007 - September 2012
BNP Paribas August 2006 - July 2007
Merrill Lynch September 1997 - August 2006
Cadwalader, Wickersham & Taft LLP September 1993 - September 1997
Choate, Hall & Stewart September 1989 - August 1992
Skills
Derivatives, Capital Markets, Securities, Commercial Litigation, Bankruptcy, Structured Finance, Hedge Funds, Fixed Income, Financial Structuring, Structured Products, Credit Derivatives, Equities, Securitization, Trading, Equity Derivatives, Financial Services, Loans, Corporate Finance, Private Equity
Education
Harvard Law School 1992 — 1993
LL.M.
Boston College Law School 1986 — 1989
J.D., magna cum laude
Harvard University 1981 — 1985
A.B., cum laude, English Literature
St. Mark's School 1978 — 1981
East Greenwich Junior High
East Greenwich Junior High
East Greenwich Junior High
Jones Day October 2012 - Present
Lehman Brothers Holdings August 2007 - September 2012
BNP Paribas August 2006 - July 2007
Merrill Lynch September 1997 - August 2006
Cadwalader, Wickersham & Taft LLP September 1993 - September 1997
Choate, Hall & Stewart September 1989 - August 1992
Skills
Derivatives, Capital Markets, Securities, Commercial Litigation, Bankruptcy, Structured Finance, Hedge Funds, Fixed Income, Financial Structuring, Structured Products, Credit Derivatives, Equities, Securitization, Trading, Equity Derivatives, Financial Services, Loans, Corporate Finance, Private Equity
Education
Harvard Law School 1992 — 1993
LL.M.
Boston College Law School 1986 — 1989
J.D., magna cum laude
Harvard University 1981 — 1985
A.B., cum laude, English Literature
St. Mark's School 1978 — 1981
East Greenwich Junior High
East Greenwich Junior High
East Greenwich Junior High
Daniel A. Taylor Daniel A. Taylor's Merrill Lynch Experience July 1992 - December 2005
Job Director, Global Compliance Analytics at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Jennifer J. Cole, CFA, MBA, CFP® Jennifer J. Cole, CFA, MBA, CFP®'s Merrill Lynch Experience 1981 - 1986
Job Advisor ~ Planner ~ Advocate, Cole Financial Consulting, LLC
Industry Financial Services
Experience
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Brian Pietravalle, CFA Brian Pietravalle, CFA's Merrill Lynch Experience March 2006 - June 2006
Job Managing Director at Headwaters MB
Industry Financial Services
Experience
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Independent Brokerage June 2011 - August 2012
CG/LA Infrastructure, LLC June 2010 - June 2011
Guizzetti & Associates February 2010 - June 2010
CG/LA Infrastructure August 2007 - February 2010
The Heritage Foundation September 2006 - December 2006
Merrill Lynch March 2006 - June 2006
New Mexico Passenger Transportation Association January 2006 - March 2006
Quality Design Nor’Easter Pools, Inc. July 1999 - August 2005
Skills
Business Development, Business Strategy, Investments, Strategy, Finance, Entrepreneurship, Financial Modeling, Market Research, Strategic Planning, Mergers & Acquisitions, Private Equity, Emerging Markets, International Business, Start-ups, Competitive Analysis, Management Consulting, Due Diligence, Sales, Negotiation, Contract Negotiation, Analysis, Leadership, Strategic Partnerships, Financial Statement..., Sales Management, New Business Development, Business Planning, Financial Analysis, Project Finance, Energy, Marketing Strategy, Strategic Consulting, Executive Management, Economics, Risk Management, Investment Banking, Valuation, Mergers, Team Leadership, Management, Venture Capital, Corporate Finance, Oil & Gas Exploration, Asset Valuation, Oil & Gas Services, Midstream, Oil & Gas Industry, A&D, Marketing, Joint Ventures
Education
St. John's College (MD) 2005 — 2007
MA
Boston University 2000 — 2004
BA, Philosophy
American University of Rome 2002 — 2003
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Independent Brokerage June 2011 - August 2012
CG/LA Infrastructure, LLC June 2010 - June 2011
Guizzetti & Associates February 2010 - June 2010
CG/LA Infrastructure August 2007 - February 2010
The Heritage Foundation September 2006 - December 2006
Merrill Lynch March 2006 - June 2006
New Mexico Passenger Transportation Association January 2006 - March 2006
Quality Design Nor’Easter Pools, Inc. July 1999 - August 2005
Skills
Business Development, Business Strategy, Investments, Strategy, Finance, Entrepreneurship, Financial Modeling, Market Research, Strategic Planning, Mergers & Acquisitions, Private Equity, Emerging Markets, International Business, Start-ups, Competitive Analysis, Management Consulting, Due Diligence, Sales, Negotiation, Contract Negotiation, Analysis, Leadership, Strategic Partnerships, Financial Statement..., Sales Management, New Business Development, Business Planning, Financial Analysis, Project Finance, Energy, Marketing Strategy, Strategic Consulting, Executive Management, Economics, Risk Management, Investment Banking, Valuation, Mergers, Team Leadership, Management, Venture Capital, Corporate Finance, Oil & Gas Exploration, Asset Valuation, Oil & Gas Services, Midstream, Oil & Gas Industry, A&D, Marketing, Joint Ventures
Education
St. John's College (MD) 2005 — 2007
MA
Boston University 2000 — 2004
BA, Philosophy
American University of Rome 2002 — 2003
Cole Barris's Merrill Lynch Experience February 2015 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
Merrill Lynch 2010 - 2010
Skills
Microsoft Excel, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Research, Customer Service, Social Networking, Social Media, Event Planning, Series 7, Series 66, Data Analysis, Uniform Combined State..., Social Media Marketing
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
Merrill Lynch 2010 - 2010
Skills
Microsoft Excel, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Research, Customer Service, Social Networking, Social Media, Event Planning, Series 7, Series 66, Data Analysis, Uniform Combined State..., Social Media Marketing
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
Steven B. Feit's Merrill Lynch Experience 1982 - 1983
Job Private Wealth Management, Corporate Cash Management, Corporate Retirement Services
Industry Investment Management
Experience
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Adam Thurgood, CFA's Merrill Lynch Experience April 2002 - August 2012
Job Wealth Manager, Managing Director, Partner at HighTower
Industry Financial Services
Experience
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
Arthur Che's Merrill Lynch Experience June 2003 - August 2003
Job Lead Product Designer at Salesforce
Industry Design
Experience
Salesforce September 2015 - Present
Salesforce December 2014 - August 2015
Salesforce May 2014 - November 2014
Salesforce June 2013 - April 2014
Salesforce May 2012 - August 2012
Enterprise Events Group September 2006 - June 2010
Filtra Limited September 2005 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
User-centered Design, Service Design, Information Design, Event Management, Python, Experience Design, User Experience, Iterative Design, Event Planning, Prototyping, User Research, Account Management, Event Marketing, Persona, CSS, HTML, Data Visualization, Email Marketing, User Interface Design
Education
University of California, Berkeley 2011 — 2013
M.I.M.S., Information Management and Systems
Boston University 2002 — 2006
B.A., International Relations and East Asian Studies
San Francisco University High School 1998 — 2002
High School
Salesforce September 2015 - Present
Salesforce December 2014 - August 2015
Salesforce May 2014 - November 2014
Salesforce June 2013 - April 2014
Salesforce May 2012 - August 2012
Enterprise Events Group September 2006 - June 2010
Filtra Limited September 2005 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
User-centered Design, Service Design, Information Design, Event Management, Python, Experience Design, User Experience, Iterative Design, Event Planning, Prototyping, User Research, Account Management, Event Marketing, Persona, CSS, HTML, Data Visualization, Email Marketing, User Interface Design
Education
University of California, Berkeley 2011 — 2013
M.I.M.S., Information Management and Systems
Boston University 2002 — 2006
B.A., International Relations and East Asian Studies
San Francisco University High School 1998 — 2002
High School
Vladimir Sukonnik's Merrill Lynch Experience March 2003 - Present
Job SVP & Director, Global Security Services at Bank of America
Industry Financial Services
Experience
Bank of America January 2010 - Present
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch March 2003 - Present
Sitara Networks August 1998 - March 2003
Boston University September 1990 - May 2000
PlanetALL August 1997 - May 1998
Open Market, Inc. March 1995 - March 1997
Process Software Corporate March 1992 - March 1995
Digital Equipment Corporation 1987 - 1992
Skills
Cloud Computing, Requirements Analysis, Product Management, Vendor Management, Data Center, IT Strategy, Security, IT Management, Start-ups, Strategic Partnerships, Technology Management, Low Latency, Integration, Network Architecture, Network Security, Infrastructure, Technical Leadership, Software Development, Outsourcing, Architecture, IT Service Management, Financial Services, Information Technology, Management, Networking, Program Management, Storage, ITIL, Virtualization, IT Operations, Enterprise Software, Business Strategy, Strategy, Leadership
Education
Columbia University in the City of New York 2008 — 2010
EMS, Technology Management
Boston University 1987 — 1989
MS, Computer Science
Northeastern University 1983 — 1986
BS, Computer Science; Mathematics
public school 1978 — 1980
Vilniaus Universitetas
Mathematics
Bank of America January 2010 - Present
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch March 2003 - Present
Sitara Networks August 1998 - March 2003
Boston University September 1990 - May 2000
PlanetALL August 1997 - May 1998
Open Market, Inc. March 1995 - March 1997
Process Software Corporate March 1992 - March 1995
Digital Equipment Corporation 1987 - 1992
Skills
Cloud Computing, Requirements Analysis, Product Management, Vendor Management, Data Center, IT Strategy, Security, IT Management, Start-ups, Strategic Partnerships, Technology Management, Low Latency, Integration, Network Architecture, Network Security, Infrastructure, Technical Leadership, Software Development, Outsourcing, Architecture, IT Service Management, Financial Services, Information Technology, Management, Networking, Program Management, Storage, ITIL, Virtualization, IT Operations, Enterprise Software, Business Strategy, Strategy, Leadership
Education
Columbia University in the City of New York 2008 — 2010
EMS, Technology Management
Boston University 1987 — 1989
MS, Computer Science
Northeastern University 1983 — 1986
BS, Computer Science; Mathematics
public school 1978 — 1980
Vilniaus Universitetas
Mathematics
Brent R. Bradshaw's Merrill Lynch Experience December 1990 - January 2000
Job Technology Solutions Specialist at Sprint brent.bradshaw@sprint.com 3175130656
Industry Information Technology and Services
Experience
Sprint.com/business March 2015 - Present
Underflow Investments November 2014 - March 2015
Marcus & Millichap June 2007 - June 2014
Merrill Lynch December 1990 - January 2000
Skills
Investments, Mergers & Acquisitions, Commercial Real Estate, Contract Negotiation, Finance, Marketing, Wireless..., Mobile Technology, Internet of Things, Fleet Optimization, GPS Tracking, Cloud Applications, Google Apps for Work, Microsoft Office 365
Education
Boston University
Bachelor of Science (B.S.)
North Central High School
Sprint.com/business March 2015 - Present
Underflow Investments November 2014 - March 2015
Marcus & Millichap June 2007 - June 2014
Merrill Lynch December 1990 - January 2000
Skills
Investments, Mergers & Acquisitions, Commercial Real Estate, Contract Negotiation, Finance, Marketing, Wireless..., Mobile Technology, Internet of Things, Fleet Optimization, GPS Tracking, Cloud Applications, Google Apps for Work, Microsoft Office 365
Education
Boston University
Bachelor of Science (B.S.)
North Central High School
Aretha Richardson's Merrill Lynch Experience June 1993 - August 2003
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Merrill Lynch June 1993 - August 2003
Skills
Incident Management, ITIL, IT Management, IT Asset Management, IT Service Management
Education
Boston University 1988 — 1993
Morgan Stanley June 2004 - Present
Merrill Lynch June 1993 - August 2003
Skills
Incident Management, ITIL, IT Management, IT Asset Management, IT Service Management
Education
Boston University 1988 — 1993
Andrew Antal Andrew Antal's Merrill Lynch Experience 2003 - 2007
Job CEO at Binary Mechanics LLC
Industry Computer Software
Experience
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Eric Sod's Merrill Lynch Experience 1994 - 2000
Job Consultant at NorthPoint Solutions
Industry Information Technology and Services
Experience
NorthPoint Solutions March 2012 - Present
ericsod.com September 2009 - 2012
The Galavante Group May 2011 - 2011
Bank of America July 2000 - July 2009
Merrill Lynch 1994 - 2000
Skills
Drupal, LAMP, CSS, JavaScript, PHP, jQuery, MySQL, Web Development, Web Applications, CMS, HTML, Apache, Scrum, WordPress, Linux, Databases, Front-end, Cloud Computing, User Interface, Open Source, SDLC, Web 2.0, Unix, HTML 5, AJAX, XML, Programming, Git, Subversion, Agile Project Management
Education
New York University 2009 — 2010
Professional Certifications, Management and Information Technology
Boston University 1979 — 1982
B.A., English Literature/Psychology
Horace Mann/Barnard
High School Diploma
NorthPoint Solutions March 2012 - Present
ericsod.com September 2009 - 2012
The Galavante Group May 2011 - 2011
Bank of America July 2000 - July 2009
Merrill Lynch 1994 - 2000
Skills
Drupal, LAMP, CSS, JavaScript, PHP, jQuery, MySQL, Web Development, Web Applications, CMS, HTML, Apache, Scrum, WordPress, Linux, Databases, Front-end, Cloud Computing, User Interface, Open Source, SDLC, Web 2.0, Unix, HTML 5, AJAX, XML, Programming, Git, Subversion, Agile Project Management
Education
New York University 2009 — 2010
Professional Certifications, Management and Information Technology
Boston University 1979 — 1982
B.A., English Literature/Psychology
Horace Mann/Barnard
High School Diploma
Cary James's Merrill Lynch Experience October 2008 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
S&P Capital IQ June 2006 - October 2008
Preclick May 2003 - June 2006
Skills
Financial Advisory, Wealth Management, Portfolio Management, Alternative Investments, Estate Planning, Fixed Income, Insurance, 529 Plans, Hedge Funds, Muni Bonds, Asset Allocation, Trusts, Special Needs Planning, Intergenerational..., Wealth Preservation and..., Income Generation, Portfolio Analytics
Education
Boston University 2002 — 2006
BA, International Relations, International Business and Economics, Eastern Europe
Paul Schreiber Senior High School 1998 — 2002
Merrill Lynch October 2008 - Present
S&P Capital IQ June 2006 - October 2008
Preclick May 2003 - June 2006
Skills
Financial Advisory, Wealth Management, Portfolio Management, Alternative Investments, Estate Planning, Fixed Income, Insurance, 529 Plans, Hedge Funds, Muni Bonds, Asset Allocation, Trusts, Special Needs Planning, Intergenerational..., Wealth Preservation and..., Income Generation, Portfolio Analytics
Education
Boston University 2002 — 2006
BA, International Relations, International Business and Economics, Eastern Europe
Paul Schreiber Senior High School 1998 — 2002
Farid Zidan's Merrill Lynch Experience November 2011 - July 2012
Job Sr Android Software Engineer at Zidsoft Consulting
Industry Computer Software
Experience
Cengage Learning February 2015 - April 2015
Staples October 2014 - February 2015
SapientNitro February 2014 - May 2014
PatientKeeper November 2012 - November 2013
Merrill Lynch November 2011 - July 2012
Mobilaurus December 2010 - July 2011
Zidsoft, Arlington March 2003 - December 2010
McKesson January 2001 - March 2003
Harvard Management Company May 2000 - December 2000
Key Education Resources, Boston September 1997 - May 2000
Skills
SQL, JavaScript, Java, XML, Microsoft SQL Server, Android Development, C++, Databases, SDLC, Oracle, Android, Mobile Applications, MySQL, Design Patterns
Education
Boston University 1986 — 1990
BSCS, Computer Science
Cengage Learning February 2015 - April 2015
Staples October 2014 - February 2015
SapientNitro February 2014 - May 2014
PatientKeeper November 2012 - November 2013
Merrill Lynch November 2011 - July 2012
Mobilaurus December 2010 - July 2011
Zidsoft, Arlington March 2003 - December 2010
McKesson January 2001 - March 2003
Harvard Management Company May 2000 - December 2000
Key Education Resources, Boston September 1997 - May 2000
Skills
SQL, JavaScript, Java, XML, Microsoft SQL Server, Android Development, C++, Databases, SDLC, Oracle, Android, Mobile Applications, MySQL, Design Patterns
Education
Boston University 1986 — 1990
BSCS, Computer Science
Nikita Virani's Merrill Lynch Experience June 2012 - August 2012
Job CEO, CoFounder at LifeGuard Games, Inc.
Industry Health, Wellness and Fitness
Experience
LifeGuard Games, Inc. May 2014 - Present
The Hartford May 2013 - August 2013
World Health Organization October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
The Burgiss Group May 2012 - August 2012
goSprout February 2012 - May 2012
Boston University Telefund January 2012 - May 2012
IVY Gold, Inc. June 2009 - March 2012
Savoy Crest Exclusive Hotel Apartments June 2011 - August 2011
Skills
Investments, Start-ups, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Entrepreneurship, Customer Service, Research
Education
Boston University 2010 — 2014
Bachelor of Science, Finance and Public Health
John P. Stevens High School 2006 — 2010
LifeGuard Games, Inc. May 2014 - Present
The Hartford May 2013 - August 2013
World Health Organization October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
The Burgiss Group May 2012 - August 2012
goSprout February 2012 - May 2012
Boston University Telefund January 2012 - May 2012
IVY Gold, Inc. June 2009 - March 2012
Savoy Crest Exclusive Hotel Apartments June 2011 - August 2011
Skills
Investments, Start-ups, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Entrepreneurship, Customer Service, Research
Education
Boston University 2010 — 2014
Bachelor of Science, Finance and Public Health
John P. Stevens High School 2006 — 2010
Michael Carlin, AIF, WMS Michael Carlin, AIF, WMS's Merrill Lynch Experience May 1995 - July 1996
Job President and Founder of Wealth Management with almost 20 years experience
Industry Financial Services
Experience
Wealth Managment, LLC May 2005 - Present
HALO Animal Rescue August 2010 - February 2012
CCR Wealth Management, LLC March 1998 - July 2003
Morgan Stanley Dean Witter July 1996 - March 1998
Merrill Lynch May 1995 - July 1996
Skills
Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets, Asset Allocation, Asset Management, Accounting, Estate Planning, Financial Advisory, Finance, Financial Modeling, Due Diligence, Financial Services, Investment Advisory, Investment Management, Investments, Mergers, Management, Portfolio Management, Retirement Planning, Series 7, Securities, Valuation, Strategic Financial..., Wealth Management
Education
Boston University 1999 — 2000
Advanced, School for Financial Planners
The George Washington University 1992 — 1996
BBA, Marketing
Wealth Managment, LLC May 2005 - Present
HALO Animal Rescue August 2010 - February 2012
CCR Wealth Management, LLC March 1998 - July 2003
Morgan Stanley Dean Witter July 1996 - March 1998
Merrill Lynch May 1995 - July 1996
Skills
Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets, Asset Allocation, Asset Management, Accounting, Estate Planning, Financial Advisory, Finance, Financial Modeling, Due Diligence, Financial Services, Investment Advisory, Investment Management, Investments, Mergers, Management, Portfolio Management, Retirement Planning, Series 7, Securities, Valuation, Strategic Financial..., Wealth Management
Education
Boston University 1999 — 2000
Advanced, School for Financial Planners
The George Washington University 1992 — 1996
BBA, Marketing
David Saxon's Merrill Lynch Experience 2012 - 2014
Job MBA/MA Economics Candidate at Boston University Questrom School of Business
Industry Investment Management
Experience
Boston University Questrom School of Business 2015 - Present
BakerAvenue Asset Management 2015 - 2015
Citco Fund Services 2014 - 2015
Merrill Lynch 2012 - 2014
Skills
Series 7, Economics, Equities, Financial Modeling, Bloomberg, Options, Market Analysis, Quantitative Analytics, Portfolio Management, Corporate Actions, Corporate FP&A
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
Chartered Financial Analyst Level III Candidate
Boston University Questrom School of Business 2015 - Present
BakerAvenue Asset Management 2015 - 2015
Citco Fund Services 2014 - 2015
Merrill Lynch 2012 - 2014
Skills
Series 7, Economics, Equities, Financial Modeling, Bloomberg, Options, Market Analysis, Quantitative Analytics, Portfolio Management, Corporate Actions, Corporate FP&A
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
Chartered Financial Analyst Level III Candidate
Sharon Gamsin's Merrill Lynch Experience 1997 - 1998
Job Senior communications professional with international experience in media relations and management of sensitive issues.
Industry Public Relations and Communications
Experience
Gamsin Communications Consulting January 2011 - Present
MasterCard Worldwide 1999 - 2010
Merrill Lynch 1997 - 1998
SmithKline Beecham 1992 - 1996
Muriel Siebert & Co. 1991 - 1992
New York Stock Exchange 1982 - 1991
Various Publications 1971 - 1982
Skills
Strategic Communications, Media Relations, Public Speaking, Editing, Corporate Communications, Thought Leadership, Investor Relations, Internal Communications, Crisis Communications, Public Relations, Strategic Planning, Publicity, Program Management, Blogging, Marketing Communications, Reputation Management, Speech Writing, Strategy, Marketing Strategy, Communication Training, Messaging, Communications Planning, Crisis Management, Leadership, Integrated Marketing, Social Media, Public Affairs, Spokesperson, Journalism, Message Development, Marketing, Entrepreneurship, Public Policy, International Relations, Management, Sponsorship, Press Releases, Mergers & Acquisitions, Leadership Development, Corporate Social..., Strategic Partnerships, Newsletters, Corporate Branding, Brand Development, New Media, Copywriting, Content Development, Editorial, Policy Analysis, Writing
Education
Boston University 1967 — 1971
BS, College of Communications, Journalism, photography
Professional Education
Bachelor of Science, Journalism, photography
Gamsin Communications Consulting January 2011 - Present
MasterCard Worldwide 1999 - 2010
Merrill Lynch 1997 - 1998
SmithKline Beecham 1992 - 1996
Muriel Siebert & Co. 1991 - 1992
New York Stock Exchange 1982 - 1991
Various Publications 1971 - 1982
Skills
Strategic Communications, Media Relations, Public Speaking, Editing, Corporate Communications, Thought Leadership, Investor Relations, Internal Communications, Crisis Communications, Public Relations, Strategic Planning, Publicity, Program Management, Blogging, Marketing Communications, Reputation Management, Speech Writing, Strategy, Marketing Strategy, Communication Training, Messaging, Communications Planning, Crisis Management, Leadership, Integrated Marketing, Social Media, Public Affairs, Spokesperson, Journalism, Message Development, Marketing, Entrepreneurship, Public Policy, International Relations, Management, Sponsorship, Press Releases, Mergers & Acquisitions, Leadership Development, Corporate Social..., Strategic Partnerships, Newsletters, Corporate Branding, Brand Development, New Media, Copywriting, Content Development, Editorial, Policy Analysis, Writing
Education
Boston University 1967 — 1971
BS, College of Communications, Journalism, photography
Professional Education
Bachelor of Science, Journalism, photography
Ayman Halawani's Merrill Lynch Experience September 1998 - July 1999
Job CEO at The Clinics
Industry Health, Wellness and Fitness
Experience
The Clinics April 2011 - Present
Rotana October 2004 - September 2010
Thermo Fisher June 2001 - September 2004
Volpe Brown Whelan & Co. July 2000 - April 2001
Merrill Lynch September 1998 - July 1999
ABN AMRO Bank N.V. September 1996 - July 1998
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Business Planning, Strategy, Public Speaking, Business Development, Management, Advertising, Negotiation, Team Leadership, Management Consulting, Start-ups, Product Development, New Business Development
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Boston University 1995 — 1996
M.S., Manufacturing Engineering
Boston University 1991 — 1995
B.S., Systems Engineering
The Clinics April 2011 - Present
Rotana October 2004 - September 2010
Thermo Fisher June 2001 - September 2004
Volpe Brown Whelan & Co. July 2000 - April 2001
Merrill Lynch September 1998 - July 1999
ABN AMRO Bank N.V. September 1996 - July 1998
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Business Planning, Strategy, Public Speaking, Business Development, Management, Advertising, Negotiation, Team Leadership, Management Consulting, Start-ups, Product Development, New Business Development
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Boston University 1995 — 1996
M.S., Manufacturing Engineering
Boston University 1991 — 1995
B.S., Systems Engineering
Bob Alexander's Merrill Lynch Experience 1990 - 2008
Job President Alexander Financial Solutions, LLC
Industry Financial Services
Experience
Alexander Financial Solutions November 2008 - Present
Cantor Fitzgerald September 2009 - June 2013
Merrill Lynch 1990 - 2008
Skills
Risk Management, Fixed Income, Banking, Equities, Finance, Process Improvement, Internal Controls, Capital Markets, Derivatives, Securities, Investment Banking, Hedge Funds, Series 7, Asset Managment, Financial Markets, Financial Risk, Valuation, Financial Modeling, Private Equity, Portfolio Management, Alternative Investments, Financial Services, Investments, Loans, Electronic Trading, Trading, Prime Brokerage, Wealth Management, Mutual Funds, Back Office, Asset Management, Middle Office, Credit Risk, Emerging Markets, Mergers, Investment Management, Structured Products, Commodity, Trading Systems, Equity Derivatives, Options, Equity Trading, FINRA, Credit, Bonds, Credit Derivatives, Financial Analysis, Corporate Finance, FX Options, Strategic Financial...
Education
Boston University 1984 — 1988
bs, business
Alexander Financial Solutions November 2008 - Present
Cantor Fitzgerald September 2009 - June 2013
Merrill Lynch 1990 - 2008
Skills
Risk Management, Fixed Income, Banking, Equities, Finance, Process Improvement, Internal Controls, Capital Markets, Derivatives, Securities, Investment Banking, Hedge Funds, Series 7, Asset Managment, Financial Markets, Financial Risk, Valuation, Financial Modeling, Private Equity, Portfolio Management, Alternative Investments, Financial Services, Investments, Loans, Electronic Trading, Trading, Prime Brokerage, Wealth Management, Mutual Funds, Back Office, Asset Management, Middle Office, Credit Risk, Emerging Markets, Mergers, Investment Management, Structured Products, Commodity, Trading Systems, Equity Derivatives, Options, Equity Trading, FINRA, Credit, Bonds, Credit Derivatives, Financial Analysis, Corporate Finance, FX Options, Strategic Financial...
Education
Boston University 1984 — 1988
bs, business
Klyde Siegfriedt's Merrill Lynch Experience July 1996 - October 2011
Job Coach, Speaker at The Coaching Center for Life and Leadership Excellence
Industry Professional Training & Coaching
Experience
The Coaching Center for Life and Leadership Excellence 2011 - Present
Merrill Lynch July 1996 - October 2011
Waldenbooks September 1989 - July 1996
Skills
Leadership, Investments, Public Speaking, Financial Analysis, Strategic Planning, Coaching, Leadership Development, Business Development, Strategy, Executive Coaching, Life Coaching, Dynamic Speaker, Coaching for Excellence, Motivational Speaking, Management, Sales, Program Management, Event Planning, Social Media, Training
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Political Science
Boston Latin School
Goal Imagery Institute
Life and Career Coaching
The Coaching Center for Life and Leadership Excellence 2011 - Present
Merrill Lynch July 1996 - October 2011
Waldenbooks September 1989 - July 1996
Skills
Leadership, Investments, Public Speaking, Financial Analysis, Strategic Planning, Coaching, Leadership Development, Business Development, Strategy, Executive Coaching, Life Coaching, Dynamic Speaker, Coaching for Excellence, Motivational Speaking, Management, Sales, Program Management, Event Planning, Social Media, Training
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Political Science
Boston Latin School
Goal Imagery Institute
Life and Career Coaching
Chris Schimmel, CFP®, CTFA™, CAP™ Chris Schimmel, CFP®, CTFA™, CAP™'s Merrill Lynch Experience June 1999 - October 2008
Job Legacy Consulting Partners Tools to Win | Premier Trust and Estate Training for Financial Advisors | 8184008962
Industry Financial Services
Experience
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
Nick DiLallo Nick DiLallo's Merrill Lynch Experience May 2008 - December 2008
Job Associate Creative Director at McCann
Industry Marketing and Advertising
Experience
McCann New York February 2015 - Present
McCann New York May 2014 - January 2015
McCann New York February 2013 - April 2014
Miami Ad School April 2013 - March 2014
Publicis Kaplan Thaler January 2011 - February 2013
McCann Worldgroup March 2010 - December 2010
Merrill Lynch May 2008 - December 2008
Skills
Creative Strategy, Facebook, Social Media, Advertising, Copywriting, Social Media Marketing, Digital Marketing, Integrated Marketing, Creative Direction, Digital Strategy, Digital Media, Blogging, Content Strategy, Marketing Communications, New Media, Online Advertising, Social Networking, Online Marketing, Television, Interactive Advertising
Education
Boston University 2006 — 2009
B.A., Economics, Mathematics
School of Visual Arts
Copywriting
McCann New York February 2015 - Present
McCann New York May 2014 - January 2015
McCann New York February 2013 - April 2014
Miami Ad School April 2013 - March 2014
Publicis Kaplan Thaler January 2011 - February 2013
McCann Worldgroup March 2010 - December 2010
Merrill Lynch May 2008 - December 2008
Skills
Creative Strategy, Facebook, Social Media, Advertising, Copywriting, Social Media Marketing, Digital Marketing, Integrated Marketing, Creative Direction, Digital Strategy, Digital Media, Blogging, Content Strategy, Marketing Communications, New Media, Online Advertising, Social Networking, Online Marketing, Television, Interactive Advertising
Education
Boston University 2006 — 2009
B.A., Economics, Mathematics
School of Visual Arts
Copywriting
Khadeejah Clemons's Merrill Lynch Experience May 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
HU Green Team September 2014 - Present
Bank of America Merrill Lynch August 2014 - Present
Fala Portugues? June 2013 - Present
Clyde's Restaurant Group December 2011 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Enterprise Technology Services September 2013 - December 2013
Merrill Lynch May 2013 - August 2013
MLT 2013 - 2013
The Executive Leadership Council October 2012 - October 2012
Skills
Investment Banking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Conflict Resolution, Public Speaking, Social Media, Event Planning, Microsoft Office, Research, Facebook, Dance, Classical Ballet, Music Theory, Theatre, Therapeutic Massage, Yoga, Brazilian Portuguese, Emerging Markets, Emerging Technologies, Emerging Trends, Cultural Diversity, Cultural Awareness, Cultural Anthropology, Bloomberg, Bloomberg Terminal, Valuation, Financial Analysis, Financial Markets, Financial Modeling, Latin, Creative Writing, InDesign, Team Leadership, Data Analysis, Economics, Finance, Analysis, Restaurants, Performing Arts, International Relations, Management, Social Networking, Leadership, Teamwork, Sales
Education
Howard University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Boston Latin School 2005 — 2011
Fundação Getulio Vargas
Bank of America Merrill Lynch July 2015 - Present
HU Green Team September 2014 - Present
Bank of America Merrill Lynch August 2014 - Present
Fala Portugues? June 2013 - Present
Clyde's Restaurant Group December 2011 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Enterprise Technology Services September 2013 - December 2013
Merrill Lynch May 2013 - August 2013
MLT 2013 - 2013
The Executive Leadership Council October 2012 - October 2012
Skills
Investment Banking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Conflict Resolution, Public Speaking, Social Media, Event Planning, Microsoft Office, Research, Facebook, Dance, Classical Ballet, Music Theory, Theatre, Therapeutic Massage, Yoga, Brazilian Portuguese, Emerging Markets, Emerging Technologies, Emerging Trends, Cultural Diversity, Cultural Awareness, Cultural Anthropology, Bloomberg, Bloomberg Terminal, Valuation, Financial Analysis, Financial Markets, Financial Modeling, Latin, Creative Writing, InDesign, Team Leadership, Data Analysis, Economics, Finance, Analysis, Restaurants, Performing Arts, International Relations, Management, Social Networking, Leadership, Teamwork, Sales
Education
Howard University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Boston Latin School 2005 — 2011
Fundação Getulio Vargas
Lily Han Lily Han's Merrill Lynch Experience July 2004 - July 2009
Job Product marketing | Product management | Growth strategy
Industry Internet
Experience
Lihaco Consulting August 2013 - Present
Simon-Kucher & Partners March 2012 - June 2013
Groupon June 2011 - January 2012
Bloom Energy June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Strategy, Marketing Strategy, Management, Business Development, Product Management, Entrepreneurship, Business Strategy, Product Marketing, International Business, New Business Development, Start-ups, Leadership, Competitive Analysis, Market Research, Equities, Management Consulting, Financial Modeling, Salesforce.com, Sales Operations, Digital Marketing, User Experience, Business Planning, Process Planning, Product Launch, Forecasting, Operations Improvement, International..., Strategic Planning, Analytics, Financial Analysis
Education
Dartmouth College - Tuck School of Business
MBA, Business
Boston University
BA, BS, Economics, Hotel Management
Lihaco Consulting August 2013 - Present
Simon-Kucher & Partners March 2012 - June 2013
Groupon June 2011 - January 2012
Bloom Energy June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Strategy, Marketing Strategy, Management, Business Development, Product Management, Entrepreneurship, Business Strategy, Product Marketing, International Business, New Business Development, Start-ups, Leadership, Competitive Analysis, Market Research, Equities, Management Consulting, Financial Modeling, Salesforce.com, Sales Operations, Digital Marketing, User Experience, Business Planning, Process Planning, Product Launch, Forecasting, Operations Improvement, International..., Strategic Planning, Analytics, Financial Analysis
Education
Dartmouth College - Tuck School of Business
MBA, Business
Boston University
BA, BS, Economics, Hotel Management
Cheryl Loeding's Merrill Lynch Experience June 2006 - June 2007
Job Associate Product Development Manager, Beauty Owned Brands at Walgreens
Industry Retail
Experience
Walgreens August 2013 - Present
Sterling Jewelers April 2012 - August 2013
Tory Burch 2011 - 2012
Tory Burch 2010 - 2011
Tory Burch 2008 - 2010
Martha Stewart Living Omnimedia August 2007 - October 2008
Merrill Lynch June 2006 - June 2007
Skills
Merchandising, Marketing, Event Management, Retail, PowerPoint, Sales, Fashion, Marketing Strategy, Leadership, Management, Social Media, Strategy, Public Relations, Product Development, Brand Management, Training, Creative Direction
Education
Boston University
Bachelor of Science (B.S.), Mass Communication, Minor in Sociology
Walgreens August 2013 - Present
Sterling Jewelers April 2012 - August 2013
Tory Burch 2011 - 2012
Tory Burch 2010 - 2011
Tory Burch 2008 - 2010
Martha Stewart Living Omnimedia August 2007 - October 2008
Merrill Lynch June 2006 - June 2007
Skills
Merchandising, Marketing, Event Management, Retail, PowerPoint, Sales, Fashion, Marketing Strategy, Leadership, Management, Social Media, Strategy, Public Relations, Product Development, Brand Management, Training, Creative Direction
Education
Boston University
Bachelor of Science (B.S.), Mass Communication, Minor in Sociology
Robert O'Brien's Merrill Lynch Experience September 2010 - Present
Job
Industry Investment Management
Experience
Merrill Lynch September 2010 - Present
Skills
Retirement Planning, Wealth Management, Social Security Income..., Retirement Income..., Concentrated Stock..., Tax Efficient Investing, Retirement Plan..., Executive Compensation, Stock Options, Portfolio Management, Trust Management, Annual Giving, Team Building, Board Experience, Organizational..., Change Leadership, Consultative Selling, Miller Heiman, Series 7, Series 66, Hedge Funds, Private Equity
Education
Boston University 2011 — 2014
Financial Planning
The CFA Institute 2010 — 2010
Code of Ethics & Standards of Professional Conduct
Miami University
Bachelor of Science
Upper Arlington High School
Merrill Lynch September 2010 - Present
Skills
Retirement Planning, Wealth Management, Social Security Income..., Retirement Income..., Concentrated Stock..., Tax Efficient Investing, Retirement Plan..., Executive Compensation, Stock Options, Portfolio Management, Trust Management, Annual Giving, Team Building, Board Experience, Organizational..., Change Leadership, Consultative Selling, Miller Heiman, Series 7, Series 66, Hedge Funds, Private Equity
Education
Boston University 2011 — 2014
Financial Planning
The CFA Institute 2010 — 2010
Code of Ethics & Standards of Professional Conduct
Miami University
Bachelor of Science
Upper Arlington High School
Juliet Ashley's Merrill Lynch Experience May 2007 - May 2009
Job Manager, Brand Analytics at Brit + Co
Industry Marketing and Advertising
Experience
Brit + Co September 2014 - Present
Starcom MediaVest Group February 2012 - September 2014
GroupM April 2011 - February 2012
GroupM July 2010 - April 2011
Boston University September 2006 - May 2010
2e Bureau October 2009 - December 2009
Merrill Lynch May 2007 - May 2009
The Kaplan Thaler Group June 2008 - August 2008
Skills
Competitive Analysis, Marketing Research, Budgets, Product Development, Client Presentation, Social Media, Advertising, Media Planning, Social Media Marketing, Digital Marketing
Education
General Assembly 2015 — 2015
Visual Design
Boston University 2006 — 2010
Bachelor of Science, Communication; Advertising; French
Schreiber
Brit + Co September 2014 - Present
Starcom MediaVest Group February 2012 - September 2014
GroupM April 2011 - February 2012
GroupM July 2010 - April 2011
Boston University September 2006 - May 2010
2e Bureau October 2009 - December 2009
Merrill Lynch May 2007 - May 2009
The Kaplan Thaler Group June 2008 - August 2008
Skills
Competitive Analysis, Marketing Research, Budgets, Product Development, Client Presentation, Social Media, Advertising, Media Planning, Social Media Marketing, Digital Marketing
Education
General Assembly 2015 — 2015
Visual Design
Boston University 2006 — 2010
Bachelor of Science, Communication; Advertising; French
Schreiber
Kirk Anderson, CFP® Kirk Anderson, CFP®'s Merrill Lynch Experience September 2008 - November 2012
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Merrill Lynch September 2008 - November 2012
Fidelity Investments 1987 - 2008
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Series 7, Certified Financial..., Mutual Funds, Wealth Management, Asset Allocation, Series 63, Uniform Combined State..., Investment Advisory, Wealth Accumulation, Finance, Portfolio Management, Financial Planning
Education
Penn State University
B.S., Economics
Boston University 2000 — 2002
Certificate in Financial Planning
Fidelity Investments December 2012 - Present
Merrill Lynch September 2008 - November 2012
Fidelity Investments 1987 - 2008
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Series 7, Certified Financial..., Mutual Funds, Wealth Management, Asset Allocation, Series 63, Uniform Combined State..., Investment Advisory, Wealth Accumulation, Finance, Portfolio Management, Financial Planning
Education
Penn State University
B.S., Economics
Boston University 2000 — 2002
Certificate in Financial Planning
Paul Tai Paul Tai's Merrill Lynch Experience June 2008 - August 2008
Job Recent Computer Science Graduate
Industry Computer Software
Experience
Rutgers University February 2015 - May 2015
Crossland Associates, Inc. April 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Python, Java, C, SQL, Computer Science, Programming, Git, Github, Analysis, Business
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (B.S.), Computer Science, 4.0
Boston University 2006 — 2009
Bachelor of Science (B.S.), Business Administration, 3.58
Rutgers University February 2015 - May 2015
Crossland Associates, Inc. April 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Python, Java, C, SQL, Computer Science, Programming, Git, Github, Analysis, Business
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (B.S.), Computer Science, 4.0
Boston University 2006 — 2009
Bachelor of Science (B.S.), Business Administration, 3.58
Daniel Shmalo Daniel Shmalo's Merrill Lynch Experience 1992 - 1994
Job Corporate lawyer who understands business, finance, and technology [360 Venture Law]
Industry Law Practice
Experience
360 Venture Law April 2002 - Present
Running MATES March 2013 - Present
Form53 December 2001 - May 2005
SERIS July 2002 - February 2004
Holland & Knight, LLP May 2001 - April 2002
Morris, Manning & Martin, LLP May 1999 - May 2001
Merrill Lynch 1992 - 1994
Skills
Venture Capital, Mergers & Acquisitions, Corporate Law, Licensing, Start-ups, Strategy, Private Equity, Mergers, Entrepreneurship, Investments, Corporate Finance, Private Placements, Hedge Funds, Joint Ventures, Employment Contracts, Technology..., Intellectual Property, Commercialization
Education
Georgetown University Law Center 1998 — 1999
LL.M., Securities and Financial Regulation
Tulane University Law School 1989 — 1992
JD, Law
Boston University 1984 — 1988
BSBA, Business Administration
360 Venture Law April 2002 - Present
Running MATES March 2013 - Present
Form53 December 2001 - May 2005
SERIS July 2002 - February 2004
Holland & Knight, LLP May 2001 - April 2002
Morris, Manning & Martin, LLP May 1999 - May 2001
Merrill Lynch 1992 - 1994
Skills
Venture Capital, Mergers & Acquisitions, Corporate Law, Licensing, Start-ups, Strategy, Private Equity, Mergers, Entrepreneurship, Investments, Corporate Finance, Private Placements, Hedge Funds, Joint Ventures, Employment Contracts, Technology..., Intellectual Property, Commercialization
Education
Georgetown University Law Center 1998 — 1999
LL.M., Securities and Financial Regulation
Tulane University Law School 1989 — 1992
JD, Law
Boston University 1984 — 1988
BSBA, Business Administration
Lindsey Rose Weisman's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President | Product Consultant at Merrill Lynch
Industry Design
Experience
Merrill Lynch April 2014 - Present
Lindsey Rose Design 2007 - Present
ArtsEmerson: The World On Stage March 2013 - June 2013
HCPro, Inc. December 2011 - May 2012
Colliers International April 2007 - December 2011
The Artist Framer October 2005 - January 2007
Skills
Web Design, Graphic Design, InDesign, CSS, Dreamweaver, Photoshop, Illustrator, HTML, Online Marketing, WordPress, Adobe Fireworks, XHTML, Logo Design, User Interface Design, Flash, Art, Wireframes, Graphics, Adobe Acrobat, Mac, Layout, User Experience, jQuery, Adobe Creative Suite, Illustration, Photography, Typography
Education
Boston University 2008 — 2010
CDIA Certificate, Graphic and Web Design
Drew University 2001 — 2005
Bachelor of Arts, Theatre Arts/Studio Art
Rancocas Valley Regional Highschool 2001 — 2005
Merrill Lynch April 2014 - Present
Lindsey Rose Design 2007 - Present
ArtsEmerson: The World On Stage March 2013 - June 2013
HCPro, Inc. December 2011 - May 2012
Colliers International April 2007 - December 2011
The Artist Framer October 2005 - January 2007
Skills
Web Design, Graphic Design, InDesign, CSS, Dreamweaver, Photoshop, Illustrator, HTML, Online Marketing, WordPress, Adobe Fireworks, XHTML, Logo Design, User Interface Design, Flash, Art, Wireframes, Graphics, Adobe Acrobat, Mac, Layout, User Experience, jQuery, Adobe Creative Suite, Illustration, Photography, Typography
Education
Boston University 2008 — 2010
CDIA Certificate, Graphic and Web Design
Drew University 2001 — 2005
Bachelor of Arts, Theatre Arts/Studio Art
Rancocas Valley Regional Highschool 2001 — 2005
Arjun Viswanathan's Merrill Lynch Experience June 2012 - August 2012
Job Student at Boston University
Industry Marketing and Advertising
Experience
Breezeworks May 2014 - August 2014
AdMarvel May 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Facebook, Sales
Education
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Breezeworks May 2014 - August 2014
AdMarvel May 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Facebook, Sales
Education
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Chad Willardson, AWMA®, CRPC® Chad Willardson, AWMA®, CRPC®'s Merrill Lynch Experience May 2003 - November 2011
Job President, Founder of Pacific Capital
Industry Investment Management
Experience
Pacific Capital November 2011 - Present
National Ethics Association May 2011 - Present
Merrill Lynch May 2003 - November 2011
Wasatch Advisors December 2002 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Leadership, Customer Service, Team Building, Portfolio Management, Public Speaking, Entrepreneurship
Education
Brigham Young University
Bachelors, Economics with Business Management Minor
Harvard Business School Executive Education
Executive Continuing Education Program
Boston University
CFP Education Program
Pacific Capital November 2011 - Present
National Ethics Association May 2011 - Present
Merrill Lynch May 2003 - November 2011
Wasatch Advisors December 2002 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Leadership, Customer Service, Team Building, Portfolio Management, Public Speaking, Entrepreneurship
Education
Brigham Young University
Bachelors, Economics with Business Management Minor
Harvard Business School Executive Education
Executive Continuing Education Program
Boston University
CFP Education Program
Benjamin Daugherty's Merrill Lynch Experience October 2014 - May 2015
Job Analyst at IPG Mediabrands
Industry Financial Services
Experience
IPG Mediabrands September 2015 - Present
Merrill Lynch October 2014 - May 2015
TD Ameritrade May 2014 - August 2014
The Country Club May 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Spanish, Sales
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Finance
Brookline High School 2007 — 2011
High School Diploma
Boston University
Boston University
Boston University
Boston University
Boston University
IPG Mediabrands September 2015 - Present
Merrill Lynch October 2014 - May 2015
TD Ameritrade May 2014 - August 2014
The Country Club May 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Spanish, Sales
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Finance
Brookline High School 2007 — 2011
High School Diploma
Boston University
Boston University
Boston University
Boston University
Boston University
Carol Jeppesen Carol Jeppesen's Merrill Lynch Experience 1997 - 1999
Job
Industry Financial Services
Experience
Principles for Responsible Investment September 2015 - Present
Goldman Sachs Investment Management January 2015 - May 2015
Octagonal Capital November 2009 - December 2012
Merrill Lynch Investment Banking 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Private Equity, Investment Banking, Investments, Mergers, Marketing Strategy, Marketing Communications, Relationship Marketing, Business Relationship..., Relationship Development, Financial Markets, Financial Advisory, Alternative Investments, Commodities, Higher Education, Investor Relations, Institutional Investors, Endowments, Endowment Funds, Foundations, Relationship Management, Commercial Banking, Cross Selling, Cross-functional Team..., Acquisitions, Music, Singing, Vocalist, Commodity, Emerging Markets, Fixed Income, Venture Capital, Mergers & Acquisitions, Business Development, Trading, Structured Products, Investment Strategies, Banking, Fund Of Funds, Derivatives, Financial Structuring, Capital Markets, Middle East, international marketing, Admissions Counseling, geopolitics, impact investing, non-profit fund..., Investment Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Boston University 1993 — 1997
Dual degrees: BS (cum laude) BA (cum laude)
Juilliard School
Lycée Blaise-Pascal, Brie-Comte-Robert, France
Scituate High School, Scituate, MA
Principles for Responsible Investment September 2015 - Present
Goldman Sachs Investment Management January 2015 - May 2015
Octagonal Capital November 2009 - December 2012
Merrill Lynch Investment Banking 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Private Equity, Investment Banking, Investments, Mergers, Marketing Strategy, Marketing Communications, Relationship Marketing, Business Relationship..., Relationship Development, Financial Markets, Financial Advisory, Alternative Investments, Commodities, Higher Education, Investor Relations, Institutional Investors, Endowments, Endowment Funds, Foundations, Relationship Management, Commercial Banking, Cross Selling, Cross-functional Team..., Acquisitions, Music, Singing, Vocalist, Commodity, Emerging Markets, Fixed Income, Venture Capital, Mergers & Acquisitions, Business Development, Trading, Structured Products, Investment Strategies, Banking, Fund Of Funds, Derivatives, Financial Structuring, Capital Markets, Middle East, international marketing, Admissions Counseling, geopolitics, impact investing, non-profit fund..., Investment Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Boston University 1993 — 1997
Dual degrees: BS (cum laude) BA (cum laude)
Juilliard School
Lycée Blaise-Pascal, Brie-Comte-Robert, France
Scituate High School, Scituate, MA
Christopher Coppolo's Merrill Lynch Experience 2007 - 2009
Job Head of Sales & Strategy, Equity Partner at Retools, INC
Industry Internet
Experience
Retools, INC June 2013 - Present
California Closets June 2012 - May 2013
NASDAQ OMX 2012 - 2012
WisdomTree Asset Management 2010 - 2012
Merrill Lynch 2007 - 2009
College Pro 2004 - 2007
Skills
Sales, Investments, Equities, Mutual Funds, Fixed Income, Investment Strategies, Wealth Management, Securities, ETFs, Financial Advisory, Finance, Series 7, Insurance, Salesforce.com, Strategic Financial..., Series 63, Asset Management, Asset Allocation, Portfolio Management, Separately Managed...
Education
Boston University 2003 — 2007
B.A., Communication, Economics
Robert E. Fitch Senior High School 1999 — 2003
Retools, INC June 2013 - Present
California Closets June 2012 - May 2013
NASDAQ OMX 2012 - 2012
WisdomTree Asset Management 2010 - 2012
Merrill Lynch 2007 - 2009
College Pro 2004 - 2007
Skills
Sales, Investments, Equities, Mutual Funds, Fixed Income, Investment Strategies, Wealth Management, Securities, ETFs, Financial Advisory, Finance, Series 7, Insurance, Salesforce.com, Strategic Financial..., Series 63, Asset Management, Asset Allocation, Portfolio Management, Separately Managed...
Education
Boston University 2003 — 2007
B.A., Communication, Economics
Robert E. Fitch Senior High School 1999 — 2003
Parker Hsu Parker Hsu's Merrill Lynch Experience 2004 - 2006
Job International Business Manager
Industry Investment Management
Experience
Crosby Asset Management 2009 - 2011
United Nations 2010 - 2010
Pennsylvania China Center 2006 - 2008
Merrill Lynch 2004 - 2006
The Boston Consulting Group 2002 - 2004
The Brookings Institution 1997 - 1999
Education
Boston University
MBA
Harvard University Kennedy School of Government 1996 — 1997
Boston University
MA
Crosby Asset Management 2009 - 2011
United Nations 2010 - 2010
Pennsylvania China Center 2006 - 2008
Merrill Lynch 2004 - 2006
The Boston Consulting Group 2002 - 2004
The Brookings Institution 1997 - 1999
Education
Boston University
MBA
Harvard University Kennedy School of Government 1996 — 1997
Boston University
MA
Bryon Kallert, CPA's Merrill Lynch Experience May 2009 - August 2009
Job Senior Associate, Management Consulting at PwC, Finance Effectiveness
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC January 2014 - June 2015
Ernst & Young September 2011 - December 2013
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Assurance, Auditing, Financial Analysis, Client Service, CPA, Accounting, Financial Modeling, Financial Accounting, Finance
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
New Milford High School 2004 — 2007
Boston University
PwC July 2015 - Present
PwC January 2014 - June 2015
Ernst & Young September 2011 - December 2013
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Assurance, Auditing, Financial Analysis, Client Service, CPA, Accounting, Financial Modeling, Financial Accounting, Finance
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
New Milford High School 2004 — 2007
Boston University
Amanda Campbell, MBA's Merrill Lynch Experience 2008 - 2008
Job Senior Strategist
Industry Marketing and Advertising
Experience
Agency Ingram Micro June 2015 - Present
Agency Ingram Micro November 2013 - June 2015
Ingram Micro February 2012 - November 2013
Ingram Micro 2010 - 2012
The Urban Hangout LLC September 2009 - June 2011
Chapman University 2008 - 2009
Discount Light Depot 2008 - 2009
Merrill Lynch 2008 - 2008
Skills
Six Sigma, Management Consulting, Strategy, Financial Analysis, Entrepreneurship, Operations Management, Financial Modeling, Supply Chain Management, Inventory Management, Business Planning, Forecasting, Strategic Planning, Business Development, Analysis, Leadership, Management, Marketing Strategy, Marketing, Sales, Strategic Partnerships
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2009
MBA, Strategy and Entrepreneurship
UC Berkeley 2012 — 2014
Certificate in Corporate Finance, Finance, General
Villanova University 2011 — 2011
Six Sigma Green Belt, Six Sigma
The University of Edinburgh 2007 — 2008
International Student, Honors Business Studies
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
BS, Business Administration
Boston University 2003 — 2006
International Business/Trade/Commerce
Agency Ingram Micro June 2015 - Present
Agency Ingram Micro November 2013 - June 2015
Ingram Micro February 2012 - November 2013
Ingram Micro 2010 - 2012
The Urban Hangout LLC September 2009 - June 2011
Chapman University 2008 - 2009
Discount Light Depot 2008 - 2009
Merrill Lynch 2008 - 2008
Skills
Six Sigma, Management Consulting, Strategy, Financial Analysis, Entrepreneurship, Operations Management, Financial Modeling, Supply Chain Management, Inventory Management, Business Planning, Forecasting, Strategic Planning, Business Development, Analysis, Leadership, Management, Marketing Strategy, Marketing, Sales, Strategic Partnerships
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2009
MBA, Strategy and Entrepreneurship
UC Berkeley 2012 — 2014
Certificate in Corporate Finance, Finance, General
Villanova University 2011 — 2011
Six Sigma Green Belt, Six Sigma
The University of Edinburgh 2007 — 2008
International Student, Honors Business Studies
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
BS, Business Administration
Boston University 2003 — 2006
International Business/Trade/Commerce
Christopher S. Austin, CFA's Merrill Lynch Experience August 2011 - December 2012
Job Portfolio Analyst at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC February 2014 - Present
Euro Pacific Capital January 2013 - February 2014
Merrill Lynch August 2011 - December 2012
Prudential Insurance November 2010 - August 2011
B/E Aerospace March 2003 - December 2009
GKN Chemtronics August 2002 - January 2003
GE Aircraft Engines August 2001 - August 2002
Skills
Process Improvement, Financial Analysis, Finance, Strategic Planning, Asset Management, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Boston University 1996 — 2001
KCD 1990 — 1996
CFA Institute
Chartered Financial Analyst
20/20 Financial Advisers, LLC February 2014 - Present
Euro Pacific Capital January 2013 - February 2014
Merrill Lynch August 2011 - December 2012
Prudential Insurance November 2010 - August 2011
B/E Aerospace March 2003 - December 2009
GKN Chemtronics August 2002 - January 2003
GE Aircraft Engines August 2001 - August 2002
Skills
Process Improvement, Financial Analysis, Finance, Strategic Planning, Asset Management, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Boston University 1996 — 2001
KCD 1990 — 1996
CFA Institute
Chartered Financial Analyst
Ashley Marie Paterno's Merrill Lynch Experience June 2007 - August 2007
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset Management May 2014 - Present
Barclays June 2010 - May 2014
AlpInvest Partners September 2008 - December 2010
Merrill Lynch June 2007 - August 2007
SciMedMedia January 2007 - June 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Series 7
Education
Boston University 2004 — 2008
BA, International Relations
Deutsche Asset Management May 2014 - Present
Barclays June 2010 - May 2014
AlpInvest Partners September 2008 - December 2010
Merrill Lynch June 2007 - August 2007
SciMedMedia January 2007 - June 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Series 7
Education
Boston University 2004 — 2008
BA, International Relations
Tokusan Svenson, CFP® 苏德山 Tokusan Svenson, CFP® 苏德山's Merrill Lynch Experience November 2011 - Present
Job Polymath: Project Management, Financial Planning & Analysis, Real Estate Consulting
Industry Real Estate
Experience
Merrill Lynch November 2011 - Present
RSVP Real Estate September 2011 - Present
Morgan Stanley Smith Barney August 2010 - June 2011
Wells Fargo Investmens, LLC July 2007 - July 2010
Novadebt January 2006 - March 2007
American Consumer Credit Counseling August 2003 - January 2006
William Bartholomew and Associates October 2001 - August 2004
ZONE Telecom, Inc. October 2000 - October 2001
oCen Communications Taiwan Co., Ltd. May 2000 - October 2000
World Congress, LLC August 1998 - May 2000
Skills
Real Estate, Financial Planning, Series 7, Series 66, Series 31, Certified Financial..., International Project..., International Events, Strategic Financial..., Investments, Uniform Combined State..., Financial Modeling, Finance, Wealth Management, Financial Planners, FINRA, Portfolio Management, Asset Management, Management, Team Leadership, Risk Management, Loans, Business Development, Leadership
Education
Boston University 2008 — 2009
Certificate, Program for Financial Planning with the Boston Institute of Finance, Pass
National Taiwan Normal University 1996 — 1998
Certificate, Chinese (Mandarin)
Boston University 1992 — 1996
BA, East Asian Studies and International Relations
University of International Business and Economics 1995 — 1995
n/a, Chinese
University of Washington
University of Washington
Merrill Lynch November 2011 - Present
RSVP Real Estate September 2011 - Present
Morgan Stanley Smith Barney August 2010 - June 2011
Wells Fargo Investmens, LLC July 2007 - July 2010
Novadebt January 2006 - March 2007
American Consumer Credit Counseling August 2003 - January 2006
William Bartholomew and Associates October 2001 - August 2004
ZONE Telecom, Inc. October 2000 - October 2001
oCen Communications Taiwan Co., Ltd. May 2000 - October 2000
World Congress, LLC August 1998 - May 2000
Skills
Real Estate, Financial Planning, Series 7, Series 66, Series 31, Certified Financial..., International Project..., International Events, Strategic Financial..., Investments, Uniform Combined State..., Financial Modeling, Finance, Wealth Management, Financial Planners, FINRA, Portfolio Management, Asset Management, Management, Team Leadership, Risk Management, Loans, Business Development, Leadership
Education
Boston University 2008 — 2009
Certificate, Program for Financial Planning with the Boston Institute of Finance, Pass
National Taiwan Normal University 1996 — 1998
Certificate, Chinese (Mandarin)
Boston University 1992 — 1996
BA, East Asian Studies and International Relations
University of International Business and Economics 1995 — 1995
n/a, Chinese
University of Washington
University of Washington
Russell Abrams Russell Abrams's Merrill Lynch Experience 1997 - 2000
Job President at russellcar
Industry Investment Management
Experience
russellcar 2007 - Present
Titan Capital Group, LLC January 2001 - Present
Merrill Lynch 1997 - 2000
Credit Suisse 1995 - 1997
PARIBAS 1993 - 1996
Goldman Sachs 1991 - 1993
Skills
Equities, Trading, Options, Investments, Convertible Arbitrage, Equity Derivatives, Asset Managment, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Bloomberg, Volatility, Investment Strategies, Asset Allocation, Investment Management, Asset Management, Funding
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Boston University
BA computer science
The Johns Hopkins University
The Johns Hopkins University
weston high school
russellcar 2007 - Present
Titan Capital Group, LLC January 2001 - Present
Merrill Lynch 1997 - 2000
Credit Suisse 1995 - 1997
PARIBAS 1993 - 1996
Goldman Sachs 1991 - 1993
Skills
Equities, Trading, Options, Investments, Convertible Arbitrage, Equity Derivatives, Asset Managment, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Bloomberg, Volatility, Investment Strategies, Asset Allocation, Investment Management, Asset Management, Funding
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Boston University
BA computer science
The Johns Hopkins University
The Johns Hopkins University
weston high school
Mike Severo Mike Severo's Merrill Lynch Experience January 2011 - May 2011
Job Crude Derivs Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Goldman Sachs May 2014 - April 2015
Goldman Sachs July 2012 - May 2014
Ithaca College August 2008 - May 2012
FBR June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Next Generation Vending and Food Service June 2010 - August 2010
Boston College January 2010 - February 2010
Education
Ithaca College 2008 — 2012
BS, Accounting and Finance
Boston Latin School 2002 — 2008
Goldman Sachs April 2015 - Present
Goldman Sachs May 2014 - April 2015
Goldman Sachs July 2012 - May 2014
Ithaca College August 2008 - May 2012
FBR June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Next Generation Vending and Food Service June 2010 - August 2010
Boston College January 2010 - February 2010
Education
Ithaca College 2008 — 2012
BS, Accounting and Finance
Boston Latin School 2002 — 2008
Alejandro Louro's Merrill Lynch Experience March 2008 - May 2008
Job Trader at Star Alliance Capital
Industry Financial Services
Experience
Star Alliance Capital October 2010 - Present
Ipreo, LLC July 2008 - April 2010
Merrill Lynch March 2008 - May 2008
Education
Boston University 2004 — 2008
BA, Economics
Don Bosco Preparatory High School
Star Alliance Capital October 2010 - Present
Ipreo, LLC July 2008 - April 2010
Merrill Lynch March 2008 - May 2008
Education
Boston University 2004 — 2008
BA, Economics
Don Bosco Preparatory High School
Philip Bartlett Philip Bartlett's Merrill Lynch Experience November 2006 - June 2011
Job Financial Planning & Analysis Manager
Industry Hospital & Health Care
Experience
Stericycle October 2014 - Present
Stericycle June 2014 - October 2014
Stericycle June 2013 - June 2014
Boston University August 2011 - May 2013
The Brookside Group June 2012 - August 2012
Merrill Lynch November 2006 - June 2011
Skills
Spanish, Brazilian Portuguese, Financial Analysis, Excel, Bloomberg, Financial Modeling, DCF, FX trading, Fixed Income Trading, NPV, Enterprise Valuation, Due Diligence, FSA, Fixed Income, Data Analysis, Equities, Analysis, Mergers & Acquisitions, Private Equity
Education
Boston University 2011 — 2013
Saint Lawrence University 2002 — 2006
BA, Spanish
Delbarton 1998 — 2002
Stericycle October 2014 - Present
Stericycle June 2014 - October 2014
Stericycle June 2013 - June 2014
Boston University August 2011 - May 2013
The Brookside Group June 2012 - August 2012
Merrill Lynch November 2006 - June 2011
Skills
Spanish, Brazilian Portuguese, Financial Analysis, Excel, Bloomberg, Financial Modeling, DCF, FX trading, Fixed Income Trading, NPV, Enterprise Valuation, Due Diligence, FSA, Fixed Income, Data Analysis, Equities, Analysis, Mergers & Acquisitions, Private Equity
Education
Boston University 2011 — 2013
Saint Lawrence University 2002 — 2006
BA, Spanish
Delbarton 1998 — 2002
Alex Seriy's Merrill Lynch Experience July 2010 - May 2011
Job Accomplished technologist, Innovator, DevOps evangelist
Industry Education Management
Experience
IBM July 2015 - Present
Top Banana Education Foundation November 2009 - Present
TIAA-CREF July 2011 - July 2015
IBM 2015 - 2015
Top Banana Academy November 2008 - May 2012
Needham Public Schools December 2010 - July 2011
Merrill Lynch July 2010 - May 2011
Math Monkey of Newton February 2007 - February 2010
JP Morgan Chase 2007 - 2008
OpenPages 2005 - 2006
Skills
DevOps, RESTful WebServices, Software Development, Grails, Groovy, AngularJS, Staff Development, Artifactory, Gradle, neo4j, Release Management, JavaScript, Docker, Apache Kafka, Databases, Program Management, Perl, Strategic Planning, Team Building, HTML, Java, Data Analysis, Linux, RTC, Project Management, Change Management, Mathematics Education, Rational Team Concert, PHP, InDesign, ClearCase, Subversion, C++, Sonar, MySQL, Drupal, mathjax, jQuery, Teaching, Build Automation, Build Forge, Instructional Design, Public Speaking, Curriculum Design, Python, Apache Cordova, Go, GruntJS, Curriculum Development
Education
Boston University
Master of Science (MS)
IBM July 2015 - Present
Top Banana Education Foundation November 2009 - Present
TIAA-CREF July 2011 - July 2015
IBM 2015 - 2015
Top Banana Academy November 2008 - May 2012
Needham Public Schools December 2010 - July 2011
Merrill Lynch July 2010 - May 2011
Math Monkey of Newton February 2007 - February 2010
JP Morgan Chase 2007 - 2008
OpenPages 2005 - 2006
Skills
DevOps, RESTful WebServices, Software Development, Grails, Groovy, AngularJS, Staff Development, Artifactory, Gradle, neo4j, Release Management, JavaScript, Docker, Apache Kafka, Databases, Program Management, Perl, Strategic Planning, Team Building, HTML, Java, Data Analysis, Linux, RTC, Project Management, Change Management, Mathematics Education, Rational Team Concert, PHP, InDesign, ClearCase, Subversion, C++, Sonar, MySQL, Drupal, mathjax, jQuery, Teaching, Build Automation, Build Forge, Instructional Design, Public Speaking, Curriculum Design, Python, Apache Cordova, Go, GruntJS, Curriculum Development
Education
Boston University
Master of Science (MS)
Ashwani Chowdary Ashwani Chowdary's Merrill Lynch Experience October 2005 - August 2010
Job SVP Corporate Social Responsibility (Global Environmental Group) at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Bank of America May 2010 - Present
Merrill Lynch October 2005 - August 2010
JPMorgan Chase August 1999 - September 2005
Skills
Corporate Social..., Corporate Communications, Community Development, Community Reinvestment..., Philanthropy, Employee Engagement, Sustainability, Sustainability Reporting, Business Analysis, Program Management, Strategic Planning, Marketing Communications, Research, Performance Benchmarking, Website Development, Web Content, Presentation Development, Project Management, Volunteer Management, Fundraising, Strategy
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MS, Public Policy
Boston University 1996 — 1997
MS, Public Relations
University of Delaware 1992 — 1996
Communications/Political Science
Bank of America November 2012 - Present
Bank of America May 2010 - Present
Merrill Lynch October 2005 - August 2010
JPMorgan Chase August 1999 - September 2005
Skills
Corporate Social..., Corporate Communications, Community Development, Community Reinvestment..., Philanthropy, Employee Engagement, Sustainability, Sustainability Reporting, Business Analysis, Program Management, Strategic Planning, Marketing Communications, Research, Performance Benchmarking, Website Development, Web Content, Presentation Development, Project Management, Volunteer Management, Fundraising, Strategy
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MS, Public Policy
Boston University 1996 — 1997
MS, Public Relations
University of Delaware 1992 — 1996
Communications/Political Science
Alejandro Jaegerman's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Education
Boston University 2002 — 2006
Bachelor's degree, Economics
Merrill Lynch October 2014 - Present
Education
Boston University 2002 — 2006
Bachelor's degree, Economics
Craig Dixon's Merrill Lynch Experience 1999 - 2003
Job Partnerships, Strategy, Innovation
Industry Internet
Experience
Calolo October 2014 - Present
The Chronicle of Higher Education August 2013 - Present
Blackboard 2010 - 2013
PayPal, an eBay Company September 2007 - November 2010
ProfileLinker, Inc. January 2006 - January 2008
First Annapolis Consulting August 2005 - September 2007
Citi May 2003 - August 2003
Merrill Lynch 1999 - 2003
Skills
Strategy, Business Development, Start-ups, E-commerce, Analytics, Strategic Partnerships, International Business, Digital Strategy, Business Strategy, Product Development, Product Marketing, Team Leadership, Executive Management, Strategic Planning, Mergers & Acquisitions, Product Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.), General Management & Entrepreneurship
Boston University
BA, Computer Science
Calolo October 2014 - Present
The Chronicle of Higher Education August 2013 - Present
Blackboard 2010 - 2013
PayPal, an eBay Company September 2007 - November 2010
ProfileLinker, Inc. January 2006 - January 2008
First Annapolis Consulting August 2005 - September 2007
Citi May 2003 - August 2003
Merrill Lynch 1999 - 2003
Skills
Strategy, Business Development, Start-ups, E-commerce, Analytics, Strategic Partnerships, International Business, Digital Strategy, Business Strategy, Product Development, Product Marketing, Team Leadership, Executive Management, Strategic Planning, Mergers & Acquisitions, Product Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.), General Management & Entrepreneurship
Boston University
BA, Computer Science
Christopher Dervan's Merrill Lynch Experience 2004 - 2004
Job
Industry Investment Banking
Experience
PNC January 2012 - Present
Gordian Group July 2006 - 2011
Pepsi Bottling Group 2005 - 2005
Merrill Lynch 2004 - 2004
McKinsey & Company 2000 - 2002
The SCA Group 1998 - 2000
Education
Harvard University Kennedy School of Government 2004 — 2006
Master in Public Administration, Economics, Finance, Development, Goverment
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration, Dual majors in Finance and Economics
Dartmouth College 1994 — 1998
Bachelor of Arts, Psychology
Boston Latin School 1988 — 1994
PNC January 2012 - Present
Gordian Group July 2006 - 2011
Pepsi Bottling Group 2005 - 2005
Merrill Lynch 2004 - 2004
McKinsey & Company 2000 - 2002
The SCA Group 1998 - 2000
Education
Harvard University Kennedy School of Government 2004 — 2006
Master in Public Administration, Economics, Finance, Development, Goverment
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration, Dual majors in Finance and Economics
Dartmouth College 1994 — 1998
Bachelor of Arts, Psychology
Boston Latin School 1988 — 1994
Keith Baccki's Merrill Lynch Experience November 2013 - Present
Job Contract Senior Software Engineer at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch November 2013 - Present
TechLok August 2013 - November 2013
Merrill Lynch September 2010 - August 2013
Fidelity Investments 1999 - 2009
Putnam Investments February 2003 - October 2003
GTE Internetworking July 1997 - June 1999
BBN Planet Corporation July 1996 - June 1997
BBN Systems and Technologies July 1995 - July 1996
Art Technology Group January 1994 - June 1995
Boston Dynamics August 1993 - December 1993
Skills
Mobile Devices, iOS, Architecture, Android, Web Services, Java, Web Applications, Java Enterprise Edition, Objective-C, Android Development, XML, Spring, Architectures, Agile Methodologies
Education
Boston University
Merrill Lynch November 2013 - Present
TechLok August 2013 - November 2013
Merrill Lynch September 2010 - August 2013
Fidelity Investments 1999 - 2009
Putnam Investments February 2003 - October 2003
GTE Internetworking July 1997 - June 1999
BBN Planet Corporation July 1996 - June 1997
BBN Systems and Technologies July 1995 - July 1996
Art Technology Group January 1994 - June 1995
Boston Dynamics August 1993 - December 1993
Skills
Mobile Devices, iOS, Architecture, Android, Web Services, Java, Web Applications, Java Enterprise Edition, Objective-C, Android Development, XML, Spring, Architectures, Agile Methodologies
Education
Boston University
William Schulkes's Merrill Lynch Experience 2003 - Present
Job Quantitative Electronic Trading
Industry Investment Banking
Experience
Merrill Lynch 2003 - Present
Prudential Securities 1989 - 1991
Skills
Electronic Trading, Trading Systems, Equities, Fixed Income, Derivatives, Market Data, Capital Markets, Investment Banking, Bloomberg, Equity Derivatives, Equity Trading, Credit Derivatives, Trading, Hedge Funds, Financial Markets
Education
Boston University
Merrill Lynch 2003 - Present
Prudential Securities 1989 - 1991
Skills
Electronic Trading, Trading Systems, Equities, Fixed Income, Derivatives, Market Data, Capital Markets, Investment Banking, Bloomberg, Equity Derivatives, Equity Trading, Credit Derivatives, Trading, Hedge Funds, Financial Markets
Education
Boston University
Rick Nersesian's Merrill Lynch Experience 1985 - 2004
Job CEO Rick Nersesian Consulting
Industry Financial Services
Experience
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Betty Chan's Merrill Lynch Experience May 2008 - October 2009
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch October 2009 - September 2011
Merrill Lynch May 2008 - October 2009
Bear Stearns July 2007 - May 2008
Boston Medical Center September 2006 - August 2007
Reputation Institute 2006 - 2006
Skills
Equity Derivatives, Finance, Financial Modeling, Middle Office
Education
Boston University 2003 — 2007
Boston University Questrom School of Business 2003 — 2007
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch October 2009 - September 2011
Merrill Lynch May 2008 - October 2009
Bear Stearns July 2007 - May 2008
Boston Medical Center September 2006 - August 2007
Reputation Institute 2006 - 2006
Skills
Equity Derivatives, Finance, Financial Modeling, Middle Office
Education
Boston University 2003 — 2007
Boston University Questrom School of Business 2003 — 2007
Angelique Archos's Merrill Lynch Experience 1997 - 1999
Job Manager at Sterling Jewelers
Industry Restaurants
Experience
Sterling Jewelers June 2013 - Present
Midwest Gold Buyers April 2010 - July 2013
GoldMax USA April 2010 - June 2013
yogis 2004 - 2012
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Negotiation, Microsoft Office, Data Entry, Customer Service, Retail, Event Planning, Public Speaking, Merchandising, Microsoft Excel, Microsoft Word, Purchasing, Customer Satisfaction, Sales, Management, Training, Team Building, Inventory Management, Strategic Planning, PowerPoint, Sales Management, Marketing, Outlook, Social Media, Leadership, Public Relations, Product Training, Business Development, Marketing Strategy, Team Leadership, Social Networking, Budgets, Account Management, Leadership Development, Coaching, Small Business, Product Development, Sales Operations, New Business Development
Education
Boston University
Bachelor of Arts, International Relations and Economics
Sterling Jewelers June 2013 - Present
Midwest Gold Buyers April 2010 - July 2013
GoldMax USA April 2010 - June 2013
yogis 2004 - 2012
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Negotiation, Microsoft Office, Data Entry, Customer Service, Retail, Event Planning, Public Speaking, Merchandising, Microsoft Excel, Microsoft Word, Purchasing, Customer Satisfaction, Sales, Management, Training, Team Building, Inventory Management, Strategic Planning, PowerPoint, Sales Management, Marketing, Outlook, Social Media, Leadership, Public Relations, Product Training, Business Development, Marketing Strategy, Team Leadership, Social Networking, Budgets, Account Management, Leadership Development, Coaching, Small Business, Product Development, Sales Operations, New Business Development
Education
Boston University
Bachelor of Arts, International Relations and Economics
Grant Ponder's Merrill Lynch Experience 2005 - 2007
Job Rodeo Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2011 - Present
ea apparel 2010 - 2012
Northern Trust 2007 - 2010
Merrill Lynch 2005 - 2007
Four Seasons Hotels and Resorts 2001 - 2005
Education
Boston University 1996 — 2000
UBS Financial Services Inc. 2011 - Present
ea apparel 2010 - 2012
Northern Trust 2007 - 2010
Merrill Lynch 2005 - 2007
Four Seasons Hotels and Resorts 2001 - 2005
Education
Boston University 1996 — 2000
Bill Rittling's Merrill Lynch Experience January 1984 - March 2005
Job Accomplished Wealth Management and Asset Management executive.
Industry Financial Services
Experience
MFS March 2005 - February 2012
Merrill Lynch January 1984 - March 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Separately Managed...
Education
Boston University
BS, Communications
MFS March 2005 - February 2012
Merrill Lynch January 1984 - March 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Separately Managed...
Education
Boston University
BS, Communications
Catherine Todd Caswell's Merrill Lynch Experience 2008 - Present
Job Senior Private Wealth Associate with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Merrill Lynch September 2006 - 2008
Franco-British Chamber of Commerce March 2007 - May 2007
Education
Boston University 2004 — 2008
BA, International Relations
Merrill Lynch 2008 - Present
Merrill Lynch September 2006 - 2008
Franco-British Chamber of Commerce March 2007 - May 2007
Education
Boston University 2004 — 2008
BA, International Relations
Barry Rossin's Merrill Lynch Experience February 2000 - July 2007
Job Development Manager at RICG
Industry Information Technology and Services
Experience
RICG July 2008 - Present
Strasz Computer Consulting Inc. December 2007 - May 2008
Merrill Lynch February 2000 - July 2007
Merrill Lynch May 1997 - January 2000
Electronic Data Systems March 1990 - May 1997
EDS February 1990 - May 1997
Skills
Project Management, Resource Management, Requirements Analysis, Vendor Management, XML, SQL, SDLC, JavaScript, Microsoft SQL Server, Management, Databases, Visio, C#, IT Management, Software Project..., Project Portfolio..., HTML, Business Analysis, VBScript, Software Development, MS Project, Quality Assurance, Multi-channel Marketing, Direct Marketing, IIS, Team Leadership
Education
Boston University 1985 — 1989
RICG July 2008 - Present
Strasz Computer Consulting Inc. December 2007 - May 2008
Merrill Lynch February 2000 - July 2007
Merrill Lynch May 1997 - January 2000
Electronic Data Systems March 1990 - May 1997
EDS February 1990 - May 1997
Skills
Project Management, Resource Management, Requirements Analysis, Vendor Management, XML, SQL, SDLC, JavaScript, Microsoft SQL Server, Management, Databases, Visio, C#, IT Management, Software Project..., Project Portfolio..., HTML, Business Analysis, VBScript, Software Development, MS Project, Quality Assurance, Multi-channel Marketing, Direct Marketing, IIS, Team Leadership
Education
Boston University 1985 — 1989
Stephany Bushweller's Merrill Lynch Experience April 2005 - June 2009
Job Head of Short Term Credit Products at Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
Bobby Rehani's Merrill Lynch Experience 2006 - 2008
Job Licensed Real Estate Salesperson
Industry Financial Services
Experience
Charles Rutenberg Realty February 2011 - July 2014
Prudential Douglas Elliman July 2007 - March 2011
Citi Habitats 2007 - 2008
Merrill Lynch 2006 - 2008
Accredited Home Lenders 2003 - 2006
Pepsi Bottling Group 2002 - 2003
E-LOAN 2000 - 2000
Skills
Real Estate, Investment Properties, First Time Home Buyers, Sellers, Condos, Investors, Contract Negotiation, Negotiation, Leases, Mortgage Lending, Sales, Marketing, Leadership, COOP
Education
Boston University
Charles Rutenberg Realty February 2011 - July 2014
Prudential Douglas Elliman July 2007 - March 2011
Citi Habitats 2007 - 2008
Merrill Lynch 2006 - 2008
Accredited Home Lenders 2003 - 2006
Pepsi Bottling Group 2002 - 2003
E-LOAN 2000 - 2000
Skills
Real Estate, Investment Properties, First Time Home Buyers, Sellers, Condos, Investors, Contract Negotiation, Negotiation, Leases, Mortgage Lending, Sales, Marketing, Leadership, COOP
Education
Boston University
Christoper Straub's Merrill Lynch Experience August 1999 - Present
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch August 1999 - Present
Education
Boston University 1989 — 1991
MBA, Finance
Hobart and William Smith Colleges 1984 — 1987
Merrill Lynch August 1999 - Present
Education
Boston University 1989 — 1991
MBA, Finance
Hobart and William Smith Colleges 1984 — 1987
Elisa Blackman's Merrill Lynch Experience 2007 - 2008
Job Project Manager, PMO at Westcon
Industry Information Technology and Services
Experience
Westcon Group April 2008 - Present
Westcon April 2008 - Present
Merrill Lynch 2007 - 2008
GRP Financial Services 2004 - 2006
Institutional Investor 1999 - 2004
Hughes Hubbard & Reed LLP 1997 - 1999
Munich American Reinsurance Company 1995 - 1997
US Trust Company of NY 1989 - 1995
Skills
Project Management, Business Process, Business Analysis, EDI, Integration, Analysis, B2B, SAP, SharePoint, XML, RosettaNet
Education
Boston University 1985 — 1989
BA, Computer Science with Minor in Business Administration
Westcon Group April 2008 - Present
Westcon April 2008 - Present
Merrill Lynch 2007 - 2008
GRP Financial Services 2004 - 2006
Institutional Investor 1999 - 2004
Hughes Hubbard & Reed LLP 1997 - 1999
Munich American Reinsurance Company 1995 - 1997
US Trust Company of NY 1989 - 1995
Skills
Project Management, Business Process, Business Analysis, EDI, Integration, Analysis, B2B, SAP, SharePoint, XML, RosettaNet
Education
Boston University 1985 — 1989
BA, Computer Science with Minor in Business Administration
Carvel Co's Merrill Lynch Experience February 1997 - June 1998
Job Owner, Impression One, Inc.
Industry Computer Software
Experience
Impression One, Inc. February 2006 - Present
Self-employed November 2002 - January 2006
Apex Technology November 2002 - November 2002
IT Cornerstone, Inc. August 2000 - February 2002
Project Resource Solutions, Inc. August 1999 - August 2000
TEKsystems January 1999 - August 1999
Command Systems Inc. June 1998 - December 1998
Merrill Lynch February 1997 - June 1998
Infogain April 1996 - January 1997
WIN Laboratories July 1991 - December 1995
Skills
Windows Server, Servers, Databases, Active Directory, Microsoft SQL Server, Disaster Recovery, Network Administration, Networking, Security, Software Installation, Technical Support
Education
Boston University 1988 — 1991
Northeastern University 1986 — 1987
1st year, Mechanical Engineering
Impression One, Inc. February 2006 - Present
Self-employed November 2002 - January 2006
Apex Technology November 2002 - November 2002
IT Cornerstone, Inc. August 2000 - February 2002
Project Resource Solutions, Inc. August 1999 - August 2000
TEKsystems January 1999 - August 1999
Command Systems Inc. June 1998 - December 1998
Merrill Lynch February 1997 - June 1998
Infogain April 1996 - January 1997
WIN Laboratories July 1991 - December 1995
Skills
Windows Server, Servers, Databases, Active Directory, Microsoft SQL Server, Disaster Recovery, Network Administration, Networking, Security, Software Installation, Technical Support
Education
Boston University 1988 — 1991
Northeastern University 1986 — 1987
1st year, Mechanical Engineering
Gabriela Sgroi-Seddon's Merrill Lynch Experience 2000 - 2002
Job Treasury Operations Manager at Barclays
Industry Investment Banking
Matthew Lipman's Merrill Lynch Experience June 1993 - November 1996
Job Senior AssociateFaust Oppenheim LLP
Industry Law Practice
Experience
Faust Oppenheim LLP September 2005 - Present
Litigation Consultant May 2005 - August 2005
Harris Beach PLLC August 2003 - May 2005
Natsource LLC November 1996 - May 2003
Merrill Lynch June 1993 - November 1996
Hartman and Craven, LLP September 1989 - June 1993
Skills
Securities, Litigation, Commercial Litigation, Corporate Law, Tax, Trusts & Estates, Due Diligence, Securities Regulation, Mediation, Legal Research, Arbitration, Capital Markets, Trademarks, Finance, Investments
Education
The George Washington University Law School 1986 — 1989
Doctor of Law (JD)
Boston University 1982 — 1986
BA, Magna cum Laude, Economics and Business Administration
Faust Oppenheim LLP September 2005 - Present
Litigation Consultant May 2005 - August 2005
Harris Beach PLLC August 2003 - May 2005
Natsource LLC November 1996 - May 2003
Merrill Lynch June 1993 - November 1996
Hartman and Craven, LLP September 1989 - June 1993
Skills
Securities, Litigation, Commercial Litigation, Corporate Law, Tax, Trusts & Estates, Due Diligence, Securities Regulation, Mediation, Legal Research, Arbitration, Capital Markets, Trademarks, Finance, Investments
Education
The George Washington University Law School 1986 — 1989
Doctor of Law (JD)
Boston University 1982 — 1986
BA, Magna cum Laude, Economics and Business Administration
Arnold Park's Merrill Lynch Experience 2006 - 2008
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2010 - Present
Millennium Partners March 2009 - July 2010
NYSE 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Trading Systems, Equities, Smart Order Routing, Routing, Electronic Trading, Market Data, Options, Derivatives
Education
Boston University 1999 — 2003
Bank of America Merrill Lynch May 2010 - Present
Millennium Partners March 2009 - July 2010
NYSE 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Trading Systems, Equities, Smart Order Routing, Routing, Electronic Trading, Market Data, Options, Derivatives
Education
Boston University 1999 — 2003
Chris Matchett's Merrill Lynch Experience 2002 - 2006
Job CEO Meadowvale Advisors, LLC
Industry Financial Services
Experience
Meadowvale Advisors, LLC 2006 - Present
Cabot Lane Capital 2013 - 2014
Cabot Lane Capital 2013 - 2014
Merrill Lynch 2002 - 2006
Goldman Sachs 1997 - 2002
Skills
Equities, Start-ups, Private Equity, Mergers, Derivatives, Entrepreneurship, Trading, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Portfolio Management, Venture Capital, Alternative Investments, New Business Development, Asset Management, Business Development, Investment Banking, Business Strategy, Valuation, Risk Management, Asset Managment, Corporate Finance, Marketing Strategy, Fund Of Funds, Corporate Development, Investment Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA, Business
Boston University 1982 — 1986
BA, Econ and Intl Relations
Meadowvale Advisors, LLC 2006 - Present
Cabot Lane Capital 2013 - 2014
Cabot Lane Capital 2013 - 2014
Merrill Lynch 2002 - 2006
Goldman Sachs 1997 - 2002
Skills
Equities, Start-ups, Private Equity, Mergers, Derivatives, Entrepreneurship, Trading, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Portfolio Management, Venture Capital, Alternative Investments, New Business Development, Asset Management, Business Development, Investment Banking, Business Strategy, Valuation, Risk Management, Asset Managment, Corporate Finance, Marketing Strategy, Fund Of Funds, Corporate Development, Investment Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA, Business
Boston University 1982 — 1986
BA, Econ and Intl Relations
Eileen Wheeler Sheehan, CSP's Merrill Lynch Experience 1983 - 1988
Job We Place You First
Industry Staffing and Recruiting
Experience
ABLE Associates INC 1989 - Present
Town of Westport MA 2004 - 2013
Rotary Club of Fall River MA 2005 - 2012
South Coast Human Resources Council 1990 - 2011
Merrill Lynch 1983 - 1988
Citibank 1973 - 1983
Skills
Employee Relations, Interviewing, Hiring, Customer Relations, Administration, Talent Acquisition, Recruiting, Interviews, System Administration, Leadership, Customer Service, Coaching, Human Resources, Temporary Staffing, Sourcing, Temporary Placement, Payroll, Organizational..., Executive Search, Resume Writing, Applicant Tracking..., Industrial Sector, Staffing Services, Internet Recruiting, Networking, Contract Recruitment, College Recruiting, Technical Recruiting, Onboarding, Permanent Placement, Cold Calling, Background Checks, Screening Resumes, Employer Branding, Employee Benefits, Business Networking, Screening, Search, Benefits Negotiation, Personnel Management, Talent Management, Career Counseling, Employment Law, Career Development, Training, Employee Training, Consulting, New Hire Orientations, Performance Management, Employee Engagement
Education
Boston University 1966 — 1968
M Sc. cand, Journalism
Vassar College 1962 — 1966
Bachelor of Arts (BA), Drama/English
ABLE Associates INC 1989 - Present
Town of Westport MA 2004 - 2013
Rotary Club of Fall River MA 2005 - 2012
South Coast Human Resources Council 1990 - 2011
Merrill Lynch 1983 - 1988
Citibank 1973 - 1983
Skills
Employee Relations, Interviewing, Hiring, Customer Relations, Administration, Talent Acquisition, Recruiting, Interviews, System Administration, Leadership, Customer Service, Coaching, Human Resources, Temporary Staffing, Sourcing, Temporary Placement, Payroll, Organizational..., Executive Search, Resume Writing, Applicant Tracking..., Industrial Sector, Staffing Services, Internet Recruiting, Networking, Contract Recruitment, College Recruiting, Technical Recruiting, Onboarding, Permanent Placement, Cold Calling, Background Checks, Screening Resumes, Employer Branding, Employee Benefits, Business Networking, Screening, Search, Benefits Negotiation, Personnel Management, Talent Management, Career Counseling, Employment Law, Career Development, Training, Employee Training, Consulting, New Hire Orientations, Performance Management, Employee Engagement
Education
Boston University 1966 — 1968
M Sc. cand, Journalism
Vassar College 1962 — 1966
Bachelor of Arts (BA), Drama/English
Alexander Edelstein's Merrill Lynch Experience September 1999 - August 2008
Job Senior Management Consultant at Perficient (Formerly ForwardThink Group)
Industry Financial Services
Experience
Perficient July 2013 - Present
Morgan Stanley Wealth Management September 2009 - April 2013
Royal Bank of Scotland December 2008 - September 2009
Merrill Lynch September 1999 - August 2008
iSi-Dentsu of America, Inc. February 1999 - September 1999
KPMG Peat Marwick December 1996 - February 1999
Skills
Risk Management, Fixed Income, SDLC, Financial Services, Equities, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Banking, Strategic Planning, Vendor Management, Financial Markets, Program Management, Strategy, Resource Management, Derivatives, Equity Derivatives, Electronic Trading, Consensus Building, IT Strategy, Governance, Portfolio Management, Market Data, Market Risk, Project Management, Management, Business Requirements, Finance, Structured Products, Securities, Integration, PMO, User Acceptance Testing, Project Delivery, Private Equity, Data Governance, Wealth Management, Financial Reporting
Education
Boston University
B.A, Marketing & Psychology
Perficient July 2013 - Present
Morgan Stanley Wealth Management September 2009 - April 2013
Royal Bank of Scotland December 2008 - September 2009
Merrill Lynch September 1999 - August 2008
iSi-Dentsu of America, Inc. February 1999 - September 1999
KPMG Peat Marwick December 1996 - February 1999
Skills
Risk Management, Fixed Income, SDLC, Financial Services, Equities, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Banking, Strategic Planning, Vendor Management, Financial Markets, Program Management, Strategy, Resource Management, Derivatives, Equity Derivatives, Electronic Trading, Consensus Building, IT Strategy, Governance, Portfolio Management, Market Data, Market Risk, Project Management, Management, Business Requirements, Finance, Structured Products, Securities, Integration, PMO, User Acceptance Testing, Project Delivery, Private Equity, Data Governance, Wealth Management, Financial Reporting
Education
Boston University
B.A, Marketing & Psychology
John Veit, CFA's Merrill Lynch Experience February 2012 - Present
Job Vice President, Global Wealth Investment Management and Guidance at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2012 - Present
Merrill Lynch August 2010 - January 2012
State Street Global Advisors May 2009 - August 2009
JP Morgan July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Investments, Financial Analysis
Boston University 2001 — 2005
BSBA, Finance
Merrill Lynch February 2012 - Present
Merrill Lynch August 2010 - January 2012
State Street Global Advisors May 2009 - August 2009
JP Morgan July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Investments, Financial Analysis
Boston University 2001 — 2005
BSBA, Finance
Benjamin Finkle's Merrill Lynch Experience May 2008 - August 2008
Job Senior Analyst at David Yurman
Industry Apparel & Fashion
Experience
David Yurman May 2015 - Present
J.P. Morgan July 2013 - May 2015
J.P. Morgan August 2010 - July 2013
The Adirondack Small Cap Fund July 2010 - July 2010
Cornell University Investment Office May 2009 - August 2009
J.P. Morgan February 2009 - May 2009
Cornell University August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Visual Basic, Series 63, Series 7, Risk Management, Leadership, Fixed Income, Marketing, Bloomberg, Equities, Finance, Portfolio Management, Microsoft Office, Management, Due Diligence, Analysis, Financial Analysis, Data Analysis
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Bethlehem Central High School 2002 — 2006
Boston University
David Yurman May 2015 - Present
J.P. Morgan July 2013 - May 2015
J.P. Morgan August 2010 - July 2013
The Adirondack Small Cap Fund July 2010 - July 2010
Cornell University Investment Office May 2009 - August 2009
J.P. Morgan February 2009 - May 2009
Cornell University August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Visual Basic, Series 63, Series 7, Risk Management, Leadership, Fixed Income, Marketing, Bloomberg, Equities, Finance, Portfolio Management, Microsoft Office, Management, Due Diligence, Analysis, Financial Analysis, Data Analysis
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Bethlehem Central High School 2002 — 2006
Boston University
Chase Classen's Merrill Lynch Experience April 2008 - May 2009
Job Wealth Management Sales
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
PNC Investments September 2009 - August 2012
Merrill Lynch. April 2008 - May 2009
Education
Boston University 2003 — 2007
BS, Finance
PNC Wealth Management August 2012 - Present
PNC Investments September 2009 - August 2012
Merrill Lynch. April 2008 - May 2009
Education
Boston University 2003 — 2007
BS, Finance
Baron Silverstein's Merrill Lynch Experience December 2008 - December 2008
Job Managing Director at Bank of America Securities
Industry Investment Banking
Experience
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
James Hill, CFA's Merrill Lynch Experience March 2003 - September 2004
Job Vice President, Non U.S. Equity Manager Research at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation January 2015 - Present
The Investment Counsel Company 2014 - 2014
Prudential Financial 2007 - 2014
Nikko 2006 - 2007
Prudential Financial 2004 - 2006
Merrill Lynch March 2003 - September 2004
Prudential Financial 1998 - 2003
Skills
Mutual Funds, Finance, Portfolio Management, Risk Management, Strategy, Fixed Income, Equities, Investment Strategies, Asset Allocation, Due Diligence, Investments, Investment Management, Alternative Investments, Fund Of Funds, Analysis, Capital Markets, Derivatives, Hedge Funds, Financial Risk, Asset Management, Securities
Education
Boston University
Master of Science (M.S.), Banking & Financial Services
Northern Trust Corporation January 2015 - Present
The Investment Counsel Company 2014 - 2014
Prudential Financial 2007 - 2014
Nikko 2006 - 2007
Prudential Financial 2004 - 2006
Merrill Lynch March 2003 - September 2004
Prudential Financial 1998 - 2003
Skills
Mutual Funds, Finance, Portfolio Management, Risk Management, Strategy, Fixed Income, Equities, Investment Strategies, Asset Allocation, Due Diligence, Investments, Investment Management, Alternative Investments, Fund Of Funds, Analysis, Capital Markets, Derivatives, Hedge Funds, Financial Risk, Asset Management, Securities
Education
Boston University
Master of Science (M.S.), Banking & Financial Services
Rosa Emilia Moreno's Merrill Lynch Experience June 1999 - September 2001
Job Corporate Board Relations | IFC (World Bank Group)
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation December 2012 - Present
REM Partners, LLC March 2005 - November 2012
Office of the President, Dominican Republic September 2004 - August 2008
Utendahl Capital Partners January 2003 - March 2005
Merrill Lynch June 1999 - September 2001
Citigroup September 1996 - January 1999
Goldman Sachs December 1994 - September 1996
Skills
Business Relationship..., Credit Analysis, Marketing Management, CFA1, New Business Development, Account Management, Institutional Marketing, Latin America, corporate finance, Spanish, French, Brazilian Portuguese, pension fund marketing, Transition Management, Building Partnerships, Institutional Relations, Private Equity, Partnerships, Finance, Capital Markets, Investor Relations, Corporate Finance, Business Development, Fixed Income, Marketing, Economics, Management, Project Management, Financial Markets, Due Diligence, Trading, Relationship Management, Strategy, Emerging Markets, Financial Structuring, Investment Banking, Investments, Social Impact
Education
Boston University
Bachelor of Arts
Chartered Financial Analyst
CFA1 Candidate
Columbia University SIPA
Master of Arts
Johns Hopkins SAIS
Master of Arts
London School of Economics and Political Science
Master of Science
IFC - International Finance Corporation December 2012 - Present
REM Partners, LLC March 2005 - November 2012
Office of the President, Dominican Republic September 2004 - August 2008
Utendahl Capital Partners January 2003 - March 2005
Merrill Lynch June 1999 - September 2001
Citigroup September 1996 - January 1999
Goldman Sachs December 1994 - September 1996
Skills
Business Relationship..., Credit Analysis, Marketing Management, CFA1, New Business Development, Account Management, Institutional Marketing, Latin America, corporate finance, Spanish, French, Brazilian Portuguese, pension fund marketing, Transition Management, Building Partnerships, Institutional Relations, Private Equity, Partnerships, Finance, Capital Markets, Investor Relations, Corporate Finance, Business Development, Fixed Income, Marketing, Economics, Management, Project Management, Financial Markets, Due Diligence, Trading, Relationship Management, Strategy, Emerging Markets, Financial Structuring, Investment Banking, Investments, Social Impact
Education
Boston University
Bachelor of Arts
Chartered Financial Analyst
CFA1 Candidate
Columbia University SIPA
Master of Arts
Johns Hopkins SAIS
Master of Arts
London School of Economics and Political Science
Master of Science
Brian D. Riley's Merrill Lynch Experience 1996 - Present
Job Managing Director Private Banking & Investment Group, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Skills
Executive Management, Operations Management, Sales Management, Wealth Management, Alternative Investments, Equities, Investments, Fixed Income, Asset Management, Series 63, Asset Allocation, Mutual Funds, Capital Markets, Portfolio Management, Hold Series 7, Hold Series 9, Hold Series 10
Education
Boston University 1991 — 1995
Bachelor of Arts (BA), International Relations
Harvard Business School
Executive Education, Strategic Negotiation
Merrill Lynch 1996 - Present
Skills
Executive Management, Operations Management, Sales Management, Wealth Management, Alternative Investments, Equities, Investments, Fixed Income, Asset Management, Series 63, Asset Allocation, Mutual Funds, Capital Markets, Portfolio Management, Hold Series 7, Hold Series 9, Hold Series 10
Education
Boston University 1991 — 1995
Bachelor of Arts (BA), International Relations
Harvard Business School
Executive Education, Strategic Negotiation
Douglass C. Lawrence's Merrill Lynch Experience April 2012 - February 2013
Job Attorney at Lawrence Law Group LLC
Industry Law Practice
Experience
Lawrence Law Group LLC February 2014 - Present
Pegan Hill Realty LLC January 2014 - Present
Merrill Lynch April 2012 - February 2013
Day Pitney LLP 2005 - 2012
United States District Court for the District of Massachusetts 2004 - 2005
Rhode Island Supreme Court 2003 - 2004
Federal Reserve Bank of Boston 2002 - 2003
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Leases, Commercial Leasing, Lease Negotiations, Titles, Title Searches, Title Insurance, Easements, Conservation Easements, Zoning, Tax Abatement, Probate Litigation, Trusts & Estates, Charitable Trusts, Nonprofit & Charitable..., Commercial Litigation, Client Counseling, Civic Engagement
Education
Suffolk University Law School 2000 — 2003
J.D.
Boston University
B.A., Political Science
Dover-Sherborn Regional High School
High School
Lawrence Law Group LLC February 2014 - Present
Pegan Hill Realty LLC January 2014 - Present
Merrill Lynch April 2012 - February 2013
Day Pitney LLP 2005 - 2012
United States District Court for the District of Massachusetts 2004 - 2005
Rhode Island Supreme Court 2003 - 2004
Federal Reserve Bank of Boston 2002 - 2003
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Leases, Commercial Leasing, Lease Negotiations, Titles, Title Searches, Title Insurance, Easements, Conservation Easements, Zoning, Tax Abatement, Probate Litigation, Trusts & Estates, Charitable Trusts, Nonprofit & Charitable..., Commercial Litigation, Client Counseling, Civic Engagement
Education
Suffolk University Law School 2000 — 2003
J.D.
Boston University
B.A., Political Science
Dover-Sherborn Regional High School
High School
Albert Boccardo's Merrill Lynch Experience January 2007 - Present
Job Trust Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Neuberger Berman August 1995 - January 2004
PaineWebber February 1987 - August 1995
Skills
Wealth Management, Asset Allocation, Series 7
Education
Boston University 1978 — 1982
BA, Economics
Merrill Lynch January 2007 - Present
Neuberger Berman August 1995 - January 2004
PaineWebber February 1987 - August 1995
Skills
Wealth Management, Asset Allocation, Series 7
Education
Boston University 1978 — 1982
BA, Economics
Jeffrey Dortona's Merrill Lynch Experience May 2007 - February 2009
Job Executive Director at UBS
Industry Real Estate
Experience
UBS Investment Bank April 2012 - Present
FundCore Finance Group February 2009 - May 2012
Merrill Lynch May 2007 - February 2009
Rainwine Real Estate Group July 2005 - May 2007
Skills
Due Diligence, Loans, Finance, Mortgage Lending, Real Estate, Underwriting, Commercial Mortgages, Loan Origination, Securitization, Investors, Analysis, Management, CMBS, Real Estate Economics, Asset Management
Education
Boston University 2001 — 2005
Business Administration, Finance and Real Estate
UBS Investment Bank April 2012 - Present
FundCore Finance Group February 2009 - May 2012
Merrill Lynch May 2007 - February 2009
Rainwine Real Estate Group July 2005 - May 2007
Skills
Due Diligence, Loans, Finance, Mortgage Lending, Real Estate, Underwriting, Commercial Mortgages, Loan Origination, Securitization, Investors, Analysis, Management, CMBS, Real Estate Economics, Asset Management
Education
Boston University 2001 — 2005
Business Administration, Finance and Real Estate
Caroline Claps's Merrill Lynch Experience October 2009 - May 2010
Job Assistant Branch Manager at Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Bank of America June 2010 - August 2011
Merrill Lynch October 2009 - May 2010
Smith Barney May 2009 - August 2009
Schindler Elevator Corporation March 2009 - May 2009
J.Crew June 2007 - January 2009
Skills
Banking, Customer Service, Committed to Customer..., Data Analysis, Problem Solving, Leading Organizational..., Early Adopter, Coaching, Cash Handling Experience, Operational Excellence, Operational Risk, Risk Management, Organizational..., Multi Tasking, Organizational Change..., Sales Operations, Sales Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), Psychology
Fudan University 2008 — 2009
Chinese
Bank of America September 2011 - Present
Bank of America June 2010 - August 2011
Merrill Lynch October 2009 - May 2010
Smith Barney May 2009 - August 2009
Schindler Elevator Corporation March 2009 - May 2009
J.Crew June 2007 - January 2009
Skills
Banking, Customer Service, Committed to Customer..., Data Analysis, Problem Solving, Leading Organizational..., Early Adopter, Coaching, Cash Handling Experience, Operational Excellence, Operational Risk, Risk Management, Organizational..., Multi Tasking, Organizational Change..., Sales Operations, Sales Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), Psychology
Fudan University 2008 — 2009
Chinese
Kevin Moynihan's Merrill Lynch Experience 2005 - 2009
Job Retired Financial Services Industry Attorney
Industry Investment Banking
Experience
Not employed August 2009 - Present
Bank of America - Merrill Lynch 1991 - August 2009
Merrill Lynch 2005 - 2009
Merrill Lynch, Pierce, Fenner & Smith 1991 - 2009
Paribas North America, Inc. September 1988 - June 1991
The Moseley Holding Corporation February 1982 - August 1988
AG Becker/Warburg Paribas Becker Inc. October 1977 - January 1982
US Securities and Exchange Commission August 1974 - September 1977
Skills
Securities, Capital Markets, Corporate Finance, Investment Banking, Financial Services, Finance, Securities Regulation, Investment Management, Management, Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Private Equity, Asset Management, Investments, FINRA, Series 63, Wealth Management
Education
Boston College Law School 1971 — 1974
JD
Georgetown University 1967 — 1971
AB, Government
Not employed August 2009 - Present
Bank of America - Merrill Lynch 1991 - August 2009
Merrill Lynch 2005 - 2009
Merrill Lynch, Pierce, Fenner & Smith 1991 - 2009
Paribas North America, Inc. September 1988 - June 1991
The Moseley Holding Corporation February 1982 - August 1988
AG Becker/Warburg Paribas Becker Inc. October 1977 - January 1982
US Securities and Exchange Commission August 1974 - September 1977
Skills
Securities, Capital Markets, Corporate Finance, Investment Banking, Financial Services, Finance, Securities Regulation, Investment Management, Management, Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Private Equity, Asset Management, Investments, FINRA, Series 63, Wealth Management
Education
Boston College Law School 1971 — 1974
JD
Georgetown University 1967 — 1971
AB, Government
Danny Koukou's Merrill Lynch Experience 1994 - December 1997
Job Technical Project Manager at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 1997 - Present
Merrill Lynch 1994 - December 1997
Skills
Endorsements, Disaster Recovery, SDLC, DB2, Infrastructure, Information Security, IT Strategy, Integration, Requirements Analysis, Business Intelligence, PMP, Unix, SharePoint, ITIL, Data Warehousing, Enterprise Architecture, Business Continuity, Vendor Management, Data Center, AIX, Software Project..., SQL, Visio, Market Data, Business Analysis, IT Management, Databases
Education
Boston University 1982 — 1986
BA, Computer Science
Boston University Questrom School of Business 1982 — 1986
BSBA, Business Administration
Bank of New York Mellon December 1997 - Present
Merrill Lynch 1994 - December 1997
Skills
Endorsements, Disaster Recovery, SDLC, DB2, Infrastructure, Information Security, IT Strategy, Integration, Requirements Analysis, Business Intelligence, PMP, Unix, SharePoint, ITIL, Data Warehousing, Enterprise Architecture, Business Continuity, Vendor Management, Data Center, AIX, Software Project..., SQL, Visio, Market Data, Business Analysis, IT Management, Databases
Education
Boston University 1982 — 1986
BA, Computer Science
Boston University Questrom School of Business 1982 — 1986
BSBA, Business Administration
Hadi Diallo's Merrill Lynch Experience July 2007 - November 2008
Job Director, Treasury Finance
Industry Financial Services
Experience
CIBC March 2014 - Present
Scotiabank March 2012 - March 2014
BMO Financial Group September 2009 - March 2012
Merrill Lynch July 2007 - November 2008
Merrill Lynch May 2006 - August 2006
Skills
Analytical Skills, Quantitative Analytics, Communication, Highly detail oriented, G/L Reconciliations, Work in A Fast Paced..., Multi Tasking, Highly responsible, Microsoft Excel, Total Return Swaps, Dividends, Equity Capital Markets, Bonds
Education
Investment Banking Institute 2009 — 2009
Intensive 4-week financial modeling and valuation training program, Valuation, n/a
Boston University 2005 — 2007
Bachelor of Science in Business Administration, Finance, 3.56 - Magna Cum Laude
CIBC March 2014 - Present
Scotiabank March 2012 - March 2014
BMO Financial Group September 2009 - March 2012
Merrill Lynch July 2007 - November 2008
Merrill Lynch May 2006 - August 2006
Skills
Analytical Skills, Quantitative Analytics, Communication, Highly detail oriented, G/L Reconciliations, Work in A Fast Paced..., Multi Tasking, Highly responsible, Microsoft Excel, Total Return Swaps, Dividends, Equity Capital Markets, Bonds
Education
Investment Banking Institute 2009 — 2009
Intensive 4-week financial modeling and valuation training program, Valuation, n/a
Boston University 2005 — 2007
Bachelor of Science in Business Administration, Finance, 3.56 - Magna Cum Laude
Rea Dado's Merrill Lynch Experience January 2011 - May 2011
Job Exotics Product Controller
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - August 2014
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
State Street Bank and Trust June 2008 - August 2008
Harvard Prevention Research Center October 2007 - May 2008
Skills
Bloomberg
Education
New York University, College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Boston Latin School 2002 — 2008
College Preparatory
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - August 2014
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
State Street Bank and Trust June 2008 - August 2008
Harvard Prevention Research Center October 2007 - May 2008
Skills
Bloomberg
Education
New York University, College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Boston Latin School 2002 — 2008
College Preparatory
Benjamin Yang's Merrill Lynch Experience 2002 - 2002
Job Sr. Vice President at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Anthony Pasquale's Merrill Lynch Experience May 2008 - August 2008
Job Financial Analyst at WinnCompanies
Industry Financial Services
Experience
WinnCompanies March 2015 - Present
Boston Housing Authority April 2011 - Present
Robert Half September 2014 - March 2015
E.P.E. Corp. d/b/a/ Halftime Pizza June 2005 - March 2010
Merrill Lynch May 2008 - August 2008
Kraft Foods May 2007 - August 2007
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Boston Latin School 1999 — 2005
WinnCompanies March 2015 - Present
Boston Housing Authority April 2011 - Present
Robert Half September 2014 - March 2015
E.P.E. Corp. d/b/a/ Halftime Pizza June 2005 - March 2010
Merrill Lynch May 2008 - August 2008
Kraft Foods May 2007 - August 2007
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Boston Latin School 1999 — 2005
Matthew Han's Merrill Lynch Experience 2006 - 2009
Job Operations at NY Based Investment Firm
Industry Financial Services
Experience
NY Based Investment Firm January 2013 - Present
HSBC 2012 - December 2012
Societe Generale 2010 - 2011
Merrill Lynch 2006 - 2009
Linklaters 2005 - 2006
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Skills
Capital Markets, Hedge Funds, Structured Finance, Derivatives, Securities, Equities
Education
Boston College Law School 2000 — 2003
JD
Duke University 1996 — 2000
NY Based Investment Firm January 2013 - Present
HSBC 2012 - December 2012
Societe Generale 2010 - 2011
Merrill Lynch 2006 - 2009
Linklaters 2005 - 2006
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Skills
Capital Markets, Hedge Funds, Structured Finance, Derivatives, Securities, Equities
Education
Boston College Law School 2000 — 2003
JD
Duke University 1996 — 2000
Charlie Renfro's Merrill Lynch Experience June 2014 - Present
Job Vice President, Dual Contract Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
UBS Wealth Management November 2013 - June 2014
UBS Wealth Management April 2011 - November 2013
UBS Group Technology June 2010 - April 2011
UBS Group Technology July 2008 - July 2010
UBS Wealth Management May 2007 - August 2007
Skills
Series 7, Business Analysis, iRise, SQL, Investment Advisory, Scrum, Project Management, Series 66, Data Analysis, Financial Services, Wealth Management, Software Development, Program Management
Education
Boston University 2004 — 2008
BS, Electrical Engineering
Merrill Lynch June 2014 - Present
UBS Wealth Management November 2013 - June 2014
UBS Wealth Management April 2011 - November 2013
UBS Group Technology June 2010 - April 2011
UBS Group Technology July 2008 - July 2010
UBS Wealth Management May 2007 - August 2007
Skills
Series 7, Business Analysis, iRise, SQL, Investment Advisory, Scrum, Project Management, Series 66, Data Analysis, Financial Services, Wealth Management, Software Development, Program Management
Education
Boston University 2004 — 2008
BS, Electrical Engineering
Joseph Pignatelli's Merrill Lynch Experience 2000 - 2003
Job at AIG
Industry Financial Services
Experience
AIG October 2010 - Present
BlackRock July 2006 - July 2010
AXA Equitable October 2004 - July 2006
Merrill Lynch 2000 - 2003
Exxon Mobil August 1986 - August 2000
Skills
Policy, Equities, Global Mobility, Expatriate Management, Tax Law, Tax, Risk Management, Financial Services, Underwriting, Financial Modeling, Fixed Income, Process Improvement, Employee Benefits, Insurance, Vendor Management, Human Resources, Financial Analysis, Change Management, Performance Management, Asset Management, Talent Acquisition
Education
Boston College Law School 1972 — 1975
JD
University of Massachusetts, Amherst 1968 — 1972
BS, Math
Lenox 1964 — 1968
New York University School of Law
Masters (LLM), Tax
AIG October 2010 - Present
BlackRock July 2006 - July 2010
AXA Equitable October 2004 - July 2006
Merrill Lynch 2000 - 2003
Exxon Mobil August 1986 - August 2000
Skills
Policy, Equities, Global Mobility, Expatriate Management, Tax Law, Tax, Risk Management, Financial Services, Underwriting, Financial Modeling, Fixed Income, Process Improvement, Employee Benefits, Insurance, Vendor Management, Human Resources, Financial Analysis, Change Management, Performance Management, Asset Management, Talent Acquisition
Education
Boston College Law School 1972 — 1975
JD
University of Massachusetts, Amherst 1968 — 1972
BS, Math
Lenox 1964 — 1968
New York University School of Law
Masters (LLM), Tax
Brett Henderson, CIMA®, CRPS®'s Merrill Lynch Experience March 2004 - January 2009
Job Vice President Wealth Management, Senior Retirement Plan Consultant
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch March 2004 - January 2009
Cintas September 2002 - March 2004
United States Marine Corps June 1998 - September 2002
Education
Boston University 2000 — 2002
MSBA, Business
Tulane University - A.B. Freeman School of Business 1994 — 1998
BS, Accounting
UBS January 2009 - Present
Merrill Lynch March 2004 - January 2009
Cintas September 2002 - March 2004
United States Marine Corps June 1998 - September 2002
Education
Boston University 2000 — 2002
MSBA, Business
Tulane University - A.B. Freeman School of Business 1994 — 1998
BS, Accounting
Mark Mancinelli's Merrill Lynch Experience January 1996 - January 1998
Job Managing Director at Altitude Capital Partners
Industry Investment Management
Experience
Altitude Capital Partners December 2010 - Present
Arbatax Ventures August 2002 - December 2009
JP Morgan Chase February 1998 - July 2002
Merrill Lynch January 1996 - January 1998
Shearman & Sterling October 1991 - January 1996
Skills
Licensing, Investment Banking, Patents, Management, Intellectual Property, Private Equity, Program Management, Financial Services, Corporate Law, Leadership, Due Diligence, Real Estate Development, Investments, Mergers & Acquisitions, Venture Capital
Education
University of Cambridge 1991 — 1992
LLm, International and EU Law
Boston College Law School 1988 — 1991
JD, Law
Rochester Institute of Technology 1983 — 1987
Altitude Capital Partners December 2010 - Present
Arbatax Ventures August 2002 - December 2009
JP Morgan Chase February 1998 - July 2002
Merrill Lynch January 1996 - January 1998
Shearman & Sterling October 1991 - January 1996
Skills
Licensing, Investment Banking, Patents, Management, Intellectual Property, Private Equity, Program Management, Financial Services, Corporate Law, Leadership, Due Diligence, Real Estate Development, Investments, Mergers & Acquisitions, Venture Capital
Education
University of Cambridge 1991 — 1992
LLm, International and EU Law
Boston College Law School 1988 — 1991
JD, Law
Rochester Institute of Technology 1983 — 1987
Deborah Briskin's Merrill Lynch Experience February 1984 - November 2008
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch February 1984 - November 2008
Education
Pace University 1981 — 1983
Master of Business Administration (MBA), Finance, General
Boston University 1974 — 1978
BSBA, Accounting
UBS Wealth Management November 2008 - Present
Merrill Lynch February 1984 - November 2008
Education
Pace University 1981 — 1983
Master of Business Administration (MBA), Finance, General
Boston University 1974 — 1978
BSBA, Accounting
Rhonda Polansky's Merrill Lynch Experience February 1998 - May 2002
Job Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management June 2002 - Present
Merrill Lynch February 1998 - May 2002
The Skylighter 1983 - 1997
Skills
Wealth Management, Investments, Wealth Management..., Investment Advisory, Mutual Funds, Securities, Portfolio Management, Asset Allocation, Retirement Planning
Education
Boston University 1970 — 1974
BSc, Biology
Newtonbrook SS
TD Wealth Management June 2002 - Present
Merrill Lynch February 1998 - May 2002
The Skylighter 1983 - 1997
Skills
Wealth Management, Investments, Wealth Management..., Investment Advisory, Mutual Funds, Securities, Portfolio Management, Asset Allocation, Retirement Planning
Education
Boston University 1970 — 1974
BSc, Biology
Newtonbrook SS
Kelyn Sas-Rodriguez's Merrill Lynch Experience June 2009 - July 2009
Job FX and Derivatives Relationship Management and Credit Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
Greg Bryson's Merrill Lynch Experience 1989 - 1992
Job Owner and Lead Portfolio Manager Bryson Capital
Industry Financial Services
Experience
Bryson Capital An Independent Firm February 2007 - Present
Financial Advisor 1992 - 2007
Merrill Lynch 1989 - 1992
Skills
Portfolio Management, Personal Financial..., Investments, Tactical Asset..., Risk Assessment, Goal Setting, High Net Worth..., Cash Flow, Personal Budgeting, Employee Benefits, Life Insurance, Stocks, Bonds, Mutual Funds, ETFs, Fixed Annuities, Variable Annuities, Indexed Annuities, CDS, Monte Carlo Simulation, Investment Portfolio..., Global Tactical Asset..., College Education..., Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Municipal Bonds, Government Bonds, High Yield Bonds, Foreign Investment, Rollovers, Cash Management, Public Speaking
Education
University of Arizona 1983 — 1988
Bachelor of Science Business Administration, Finance and Real Estate
Boston University 1985 — 1985
Bryson Capital An Independent Firm February 2007 - Present
Financial Advisor 1992 - 2007
Merrill Lynch 1989 - 1992
Skills
Portfolio Management, Personal Financial..., Investments, Tactical Asset..., Risk Assessment, Goal Setting, High Net Worth..., Cash Flow, Personal Budgeting, Employee Benefits, Life Insurance, Stocks, Bonds, Mutual Funds, ETFs, Fixed Annuities, Variable Annuities, Indexed Annuities, CDS, Monte Carlo Simulation, Investment Portfolio..., Global Tactical Asset..., College Education..., Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Municipal Bonds, Government Bonds, High Yield Bonds, Foreign Investment, Rollovers, Cash Management, Public Speaking
Education
University of Arizona 1983 — 1988
Bachelor of Science Business Administration, Finance and Real Estate
Boston University 1985 — 1985
Andrew Lipovsky's Merrill Lynch Experience June 2006 - August 2006
Job ceo eponym
Industry Retail
Experience
eponym May 2010 - Present
Merrill Lynch June 2006 - August 2006
Education
Boston University
eponym May 2010 - Present
Merrill Lynch June 2006 - August 2006
Education
Boston University
Dana Shetterly's Merrill Lynch Experience 2005 - 2005
Job Guru's Guru
Industry Information Technology and Services
Experience
Self-employed January 1994 - Present
PanGenX, Inc. September 2012 - June 2013
PC Exchange June 2012 - October 2012
Merrill Lynch 2005 - 2005
The Computer Merchant 2005 - 2005
CDI Corporation 2004 - 2005
General Dynamics 2004 - 2005
CompUSA 2003 - 2003
Lockheed Martin 2003 - 2003
Staples 2003 - 2003
Skills
VoIP, Microsoft Office, Microsoft Exchange, Microsoft Technologies, Microsoft Windows 98, Windows Server, Windows 2000, Windows XP Pro, Windows Vista, Linux, Asterisk, Sonicwall, Network Security, Wireless Networking, Network Engineering, Firewalls, Computer Hardware, 3D graphics, Microsoft Certified..., Microsoft Certified..., Router Configuration, Mac OS, Video Editing, Digital Video, Software Installation, Computer Hardware..., System Deployment, Desktop Deployment, Ghost Imaging, BOOTP, PXE, Public Key Cryptography, PKI, SSL, Troubleshooting, Computer Maintenance, Solution Implementation, SQL, Microsoft SQL Server, Java, Business Analysis, Project Management, Technical Support
Education
Boston University 1990 — 1992
Liberal Arts and Sciences/Liberal Studies
Doherty High School 1988 — 1990
Diploma
Self-employed January 1994 - Present
PanGenX, Inc. September 2012 - June 2013
PC Exchange June 2012 - October 2012
Merrill Lynch 2005 - 2005
The Computer Merchant 2005 - 2005
CDI Corporation 2004 - 2005
General Dynamics 2004 - 2005
CompUSA 2003 - 2003
Lockheed Martin 2003 - 2003
Staples 2003 - 2003
Skills
VoIP, Microsoft Office, Microsoft Exchange, Microsoft Technologies, Microsoft Windows 98, Windows Server, Windows 2000, Windows XP Pro, Windows Vista, Linux, Asterisk, Sonicwall, Network Security, Wireless Networking, Network Engineering, Firewalls, Computer Hardware, 3D graphics, Microsoft Certified..., Microsoft Certified..., Router Configuration, Mac OS, Video Editing, Digital Video, Software Installation, Computer Hardware..., System Deployment, Desktop Deployment, Ghost Imaging, BOOTP, PXE, Public Key Cryptography, PKI, SSL, Troubleshooting, Computer Maintenance, Solution Implementation, SQL, Microsoft SQL Server, Java, Business Analysis, Project Management, Technical Support
Education
Boston University 1990 — 1992
Liberal Arts and Sciences/Liberal Studies
Doherty High School 1988 — 1990
Diploma
Carole Evans's Merrill Lynch Experience September 1999 - September 2000
Job Project Manager at IBM
Industry Information Technology and Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank