Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch July 1997 - Present
Kentucky Captive Association 2004 - 2012
PaineWebber February 1995 - June 1997
Skills
Asset Allocation, Finance, Investments, Retirement Planning, Series 65, Series 7, Uniform Combined State..., Wealth Management..., Financial Advisory, Strategic Financial..., Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Portfolio Management, Retirement, Securities, Asset Management, Insurance, Management, Series 63, Financial Planning
Education
University of Louisville 1990 — 1993
BSBA, Finance
Edward Jones May 2012 - Present
New Covenant Trust Co March 2010 - November 2011
New Covenant Trust Co., NA December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Hilliard Lyons January 1995 - January 2004
Hilliard Lyons January 1982 - January 1995
Skills
Policy, Regulatory Reporting, Tax, SEC reporting, Accounting Policy, SEC filings, Financial Planning, Asset Allocation
Education
University of Louisville
BSC, Accounting
Accenture August 2012 - Present
Kaiser Permanente March 2007 - August 2012
Harris Corporation June 2006 - February 2007
Washington Mutual 2005 - 2005
Visa Inovant 2004 - 2005
GMAC Insurance 2003 - 2004
Merrill Lynch January 2001 - February 2003
Netgateway Inc June 1999 - December 2000
CBSI March 1997 - December 2000
Skills
Business Intelligence, Mobile Technology, Software Project..., Healthcare Information..., SDLC, E-commerce, Management Consulting, IT Management, Integration, Program Management, Start-ups, Software Development, Project Management, Cloud Computing, Process Improvement, Management, PMO, Project Delivery, Governance, Business Transformation, Agile Methodologies
Education
University of Madras 1989 — 1993
Bachelor of Engineering
Vanguard November 2014 - Present
Hummingbird Express, LLC 2009 - March 2014
Merrill Lynch May 2013 - July 2013
Eddie Merlot's May 2011 - May 2013
Louisville Boat Club June 2005 - August 2011
Brookstone 2008 - 2009
Skills
Logistics Management, Access Database, MS Excel Pivot Tables, Document Management, Microsoft Excel, Spreadsheets, Customer Service, Sales
Education
University of Louisville 2011 — 2014
Bachelor's Degree, Finance
Wittenberg University 2007 — 2009
Trinity High School 2002 — 2006
Molina Healthcare April 2009 - Present
Cognizant Technology Solutions October 2007 - July 2012
CUNA Mutual Group October 2007 - April 2009
Merrill Lynch July 2005 - October 2007
Mahindra Satyam December 2003 - October 2007
IFC - International Finance Corporation April 2004 - July 2005
Express Publications Madurai Limited July 2003 - December 2003
Accel Frontline Ltd October 2001 - July 2003
Skills
SCOM, ITIL, Active Directory, Microsoft Exchange, Windows Server, Vendor Management, Microsoft Certified..., Enterprise Architecture, IT Strategy, Servers, Management
Education
Madras University 1977 — 2000
Bachelor in Engineering, computer science & engineering
Seethai Ammal Polytechnic College 1995 — 1997
Diploma in Electronics and Communication Engineering, Electronics and Communication Engineering
21st Century International Matriculation Higher Secondary School 1993 — 1995
St.Justin's Matriculation Higher Secondary School 1989 — 1995
UBS May 2005 - Present
Legg Mason 1999 - 2005
Prudential Securities 1994 - 1999
Merrill Lynch 1978 - 1994
Skills
Finance, Portfolio Management, Wealth Management, Investment Strategies, Investments, Strategic Planning, Customer Service, Securities, Strategic Financial..., Asset Management, Series 7, Public Speaking, Equities, Mutual Funds, Marketing Strategy, Banking, FINRA, Financial Advisory, Estate Planning, Mortgage Banking
Education
Legg Mason Wood Walker INC. 2003 — 2004
Wealth Advisory Specialist, Financial Planning and Services
University of Louisville
Henge Docks LLC January 2015 - Present
PwC June 2014 - January 2015
PwC October 2012 - June 2014
PwC June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Skills
Microsoft Office, Access, Microsoft Excel, Accounting, PowerPoint, Corporate Tax, Financial Reporting, Financial Analysis
Education
The College of William and Mary 2009 — 2012
BBA, Accounting, Finance, Economics
Mary Washington College 2008 — 2009
Thomas Jefferson High School for Science and Technology 2004 — 2008
Merrill Lynch 2009 - May 2013
UBS Wealth Management December 2005 - August 2009
Earldom, Ltd. November 1997 - November 2005
Bad Boy Entertainment 1994 - 1997
Bear Stearns & Co., Inc. 1992 - 1994
Riggs Bank 1991 - 1992
Education
University of London 1991 — 1992
Bachelor of Commerce (BCom), International Business
University of Maryland College Park 1987 — 1991
B.S. Economics, Econometrics and Quantitative Economics, 4.6/
East Hampton High School 1984 — 1987
High School, Business Administration and Management, General
Wells Fargo Securities June 2013 - June 2014
The Lemma Senbet Fund May 2012 - May 2013
PwC June 2012 - August 2012
The Motley Fool June 2011 - August 2011
On The Mark Promotions August 2010 - October 2010
Merrill Lynch June 2010 - August 2010
Teavana June 2008 - August 2009
Skills
French Language, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, Customer Service, Marketing, Event Planning, English, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance, 4.0
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance, General
SKEMA Business School 2012 — 2012
MSc, Financial Markets and Investments
THS
Merrill Lynch January 2015 - Present
University of Louisiana at Monroe August 2014 - December 2014
ULM Athletic Compliance Office August 2013 - May 2014
University of Louisiana at Monroe July 2011 - August 2013
Grace Episcopal School August 2008 - May 2011
University of Louisiana at Monroe August 2007 - May 2011
Indigo & Company November 2006 - April 2008
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Customer Service, Time Management, Sports
Education
University of Louisiana at Monroe 2013 — 2014
Master of Business Administration (MBA)
University of Louisiana at Monroe 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
The Score Report January 2000 - Present
SCMG, Inc. September 1994 - Present
Jeff Davis Bank August 1996 - January 2000
Merrill Lynch October 1991 - September 1994
Skills
Coaching, Training, Strategic Planning, Investments, Marketing, Banking, Retail Banking, Customer Service, Financial Analysis, Risk Management, Management
Education
University of Louisiana at Lafayette 1983 — 1987
BS, Finance
AP Lenard Energy Services January 2014 - Present
Fairview Capital Management Group, LLC May 2010 - August 2014
Merrill Lynch June 2009 - August 2010
Progressive Bank August 2008 - April 2009
Morgan Stanley February 2005 - August 2008
Skills
Investments, Financial Analysis, Sales Management, Account Management, Real Estate, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Private Equity, Venture Capital, Asset Management, Valuation, Corporate Finance, Financial Modeling, Customer Service, Strategic Planning, Management, Leadership, Contract Negotiation, Budgets, Finance, Sales
Education
University of Louisiana at Monroe 1997 — 2003
BA, Business Administration
QualCare Inc. November 2013 - Present
Institute of International Education April 2013 - September 2013
Credit Suisse October 2011 - March 2013
Xybion Corporation April 2011 - September 2011
ProViz Inc. November 2010 - March 2011
Cellufun March 2009 - November 2009
T-Mobile November 2007 - February 2009
Merrill Lynch April 2006 - November 2007
Constellation Energy April 2005 - March 2006
Skills
ASP.NET, C#, Microsoft SQL Server, .NET, Oracle, Web Applications, SDLC, SQL, Business Analysis, SOA, Agile Methodologies, XML, Software Project..., Enterprise Architecture, Requirements Analysis, Web Services, LINQ, Business Intelligence, Silverlight, WCF, AJAX, SSRS, SSIS, ASP.NET AJAX
Education
University of Madras 1998 — 2001
Master of Computer Application, Computers
Merrill Lynch May 2014 - Present
Merrill Lynch May 2013 - August 2013
Congressmen Erik Paulsen May 2013 - August 2013
Allianz May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Time Management, Leadership, Finance, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, PowerPoint, Social Media, Customer Service, Event Planning, Public Speaking, Training, Management, Data Analysis, Portfolio Management, Budgets, Investments, Teamwork, Wealth Management, Financial Planning, Public Relations, Strategic Financial..., Business Strategy, Economics, Bloomberg, Series 7, Series 66, Life Insurance, Health Insurance, General Insurance
Education
University of Saint Thomas 2010 — 2014
Bachelor of Arts (BA), Concentration in Finance
University of London 2012 — 2012
London Business Semester
FS Advisors, Inc October 2013 - October 2014
Sigma Alpha Epsilon New York City Alumni Association January 2012 - August 2013
NativeOne Institutional Trading July 2011 - August 2013
JPMorgan Chase November 2008 - July 2011
Merrill Lynch June 2005 - November 2008
Edward Jones October 2002 - November 2004
Skills
Investments, Series 7, FINRA, Securities, Series 63, Uniform Combined State..., Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Trading, Electronic Trading, Series 65, Equities, Management, Portfolio Management, Finance, Leadership, Strategic Planning
Education
University of Maine 1997 — 2002
Jeffrey Slocum & Associates July 2012 - Present
Merrill Lynch July 2011 - May 2012
Bank of America February 2008 - July 2011
Towers Watson August 1996 - February 2008
Education
Wharton School at the University of Pennsylvania 2011 — 2011
Augsburg College 2004 — 2006
MBA
University of Manitoba 1991 — 1996
Bachelor of Commerce, Finance, Actuarial Science
Winston Salem Forsyth County Schools August 2004 - Present
Frame Expressions August 2000 - August 2004
The Salem Collection June 2001 - August 2002
Artistree July 1999 - August 2000
TouchVision July 1998 - July 1999
Frame Express October 1989 - June 1998
Mogul/Dexter Water Management June 1988 - October 1989
Merrill Lynch March 1987 - June 1988
Betz PaperChem (now part of GE Betz) June 1984 - February 1987
Skills
Curriculum Development, Lesson Planning, Teaching, Curriculum Design, Educational Leadership, Management, Public Speaking, Leadership Development, Microsoft Office, Coaching, Sales, Teacher Training, Algebra, Engineering, Project Planning, Project Management, Strategic Planning, Staff Development, Budgets, Program Management, Training, Start-ups, Marketing, Product Development, Marketing Strategy, Market Research, Leadership, Team Building, Account Management, Manufacturing, Team Leadership, Nonprofits, Sales Operations, Research, Community Outreach, Educational Technology
Education
University of Maine 1980 — 1984
BS, Chemical Engineering
Belfast Area High School
Bank of America October 2013 - Present
Comcast Spotlight April 2012 - September 2013
Bank of America June 2008 - April 2012
Bear Stearns March 2007 - April 2008
Merrill Lynch April 2005 - March 2007
Dollar Financial Group January 2004 - March 2005
Annapolis Technologies LLC May 1999 - December 2003
Pentafour Software September 1996 - April 1999
Skills
SDLC, Management, Business Analysis, Business Intelligence, Strategic Planning
Education
University of Madras 1992 — 1996
BE, Computer Science
Integra Financial LLC February 2013 - Present
Merrill Lynch August 2011 - August 2012
Bloomberg LP 2006 - 2011
Busey Bank 2004 - 2004
Raiffeisenbank Belgrade 2001 - 2004
Union Film Belgrade 1999 - 2001
Delta Holding - Delhem Group 1998 - 1999
Delta Holding - Hemslade Trading Ltd. 1998 - 1998
Delta Holding - Delta Banka 1996 - 1998
Commodity Reserves of the Republic of Serbia 1994 - 1996
Skills
Wealth Management...
Education
University of London 1999 — 2000
Master of Science (MSc), Financial Management
Univeristy of Belgrade 1989 — 1994
Bachelor's degree, Economics
Prva Ekonomska Skola
Kennebunk Beach Realty, Inc. January 2013 - Present
IMS-21 Integrated Marketing and Sales for the 21st Century June 2013 - July 2013
The Portland Regency Hotel January 2013 - May 2013
Merrill Lynch March 2011 - October 2012
RE/MAX By The Bay January 2007 - February 2011
PRIME TANNING June 2008 - August 2008
SUGARLOAF MOUNTAIN CORPORATION January 2002 - May 2007
SUGARLOAF MOUNTAIN CORPORATION January 2003 - January 2007
Skills
Real Estate, Residential Homes, Marketing, Sellers, Single Family Homes, Referrals, Sales&Marketing, Social Media, IT Solutions, Administrative..., Human Resources, Management, Customer Service, Customer Satisfaction
Education
University of Maine at Farmington 2004 — 2007
B.S, GENERAL STUDIES; Business, Recreation and Ski Industries
Plymouth State College 2002 — 2003
Business
John Hancock Investments April 2014 - Present
Merrill Lynch July 2012 - December 2013
Internal Revenue Service July 2011 - March 2012
Education
University of Louisville 2007 — 2012
Bachelor of Science (B.S.), Finance
University of Louisville 2005 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Louisville 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
National Bank Financial January 2012 - Present
HSBC Securities April 2002 - December 2011
Merrill Lynch April 1998 - April 2002
RBC Dominion Securities May 1997 - April 1998
Skills
Wealth Management..., Risk Management, Investments, Alternative Investment..., Financial Planning, Portfolio Management, Wealth Management, Wealth, Strategic Financial..., High Net Worth..., Financial Advisory, Investment Strategies, Equities, Investment Advisory, Mutual Funds
Education
University of Manitoba 1991 — 1996
B.Comm (Hons.), Finance
Monarch Corporate Advisors November 2013 - Present
401(k) Advisors August 2010 - October 2013
Merrill Lynch July 2008 - August 2010
Lotter Group November 2007 - July 2008
Wells Fargo March 2006 - November 2007
Education
University of La Verne
Merrill Lynch November 2012 - Present
UBS Financial Services Inc. September 2007 - November 2012
Morgan Keegan March 2001 - September 2007
US Army October 1990 - April 2004
Skills
Investments, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Income, Estate Planning, ETFs, Options, Financial Modeling, Loans, Series 65, Mortgage Lending, Insurance, Commercial Lending, Life Insurance, Cash Management
Education
University of Louisville 1986 — 1990
BS, Political Science
McKinsey July 2006 - Present
Merrill Lynch 2003 - 2005
Circuit City Stores, Inc. June 2001 - August 2004
Circuit City 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Development, Acquisition Integration, Due Diligence, Valuation, Strategy, Corporate Finance, Mergers, Business Strategy, Forecasting, Finance, Cross-functional Team..., Management Consulting, Income Statement, Process Improvement, Financial Reporting, Strategic Planning, Competitive Analysis, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
University of Maine 1997 — 2001
BS
Parthenon LLC January 1999 - Present
Hilliard Lyons, Inc. January 1987 - December 1997
Merrill Lynch January 1983 - December 1987
Skills
Marketing, Investments, Management, Financial Research, Portfolio Management, Investment Advisory, High Net Worth..., Wealth
Education
Western Kentucky University 1980 — 1982
BS, Finance
University of Louisville 1978 — 1979
Music
Bowling Green High School 1975 — 1978
Morgan Stanley August 2012 - Present
Prokore Realty, LLC May 2008 - Present
Guggenheim Partners March 2010 - August 2012
Moody's Investors Service August 2006 - May 2008
ARBOR REALTY TRUST December 2004 - August 2006
HAMPTON RESORTS AND HOSPITALITY November 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Albert Oil Company January 1998 - January 2001
Skills
Financial Modeling &..., Argus Certification, Portfolio Management, Asset Management, CMBS, Due Diligence, Investments, Asset Managment, Financial Modeling, Risk Management, Financial Analysis, Fixed Income, Loans, Finance, Real Estate, Bloomberg, Analysis, Securities, Trading, Structured Finance, Real Estate Economics, Valuation, Investment Banking, Credit Analysis, Commercial Real Estate, Strategy, Mortgage Lending, Bonds, Investment Properties, Financial Risk, Financial Services, Underwriting, Commercial Mortgages, Business Planning, Private Equity, Investment Strategies, Securitization, Capital Markets, Financial Markets, Financial Structuring, Mutual Funds, Alternative Investments, Real Estate Financing, Venture Capital, Mezzanine, Hedge Funds, Corporate Finance, Funding, Mergers & Acquisitions, Brokerage
Education
London School of Economics and Political Science 2001 — 2002
1 Yr Post Bach, Finance and Accounting
University of Louisville 1998 — 2001
BS, Economics
Fortees Group & Investments 2010 - Present
Bank of America/Merrill Lynch 2008 - Present
Merrill Lynch September 2010 - January 2012
Alliant Financial Services 2007 - 2008
Countrywide Full Spectrum Lending 2006 - 2007
Home Capital, Inc. 2003 - 2006
Skills
Finance, Portfolio Management, Wealth Management, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Cash Management, Consumer Lending, Underwriting, Deposits, Asset Management, Mortgage Lending, Retail Banking, Banking, Financial Analysis, Financial Services, Small Business Lending, Client Relationship..., Liquidity Solutions, Strategic Partnerships, Asset Based Lending, Credit Lending Champion, Mortgage Lending &..., Credit Management, Problem Solving
Education
University of Lagos
Bachelor of Science (BSc), Accounting and Economics
University of Phoenix
Bachelor of Science (BSc), Financial Planning and Services
JPMorgan Chase February 2014 - Present
Danrich Realty May 2008 - January 2014
Lexolution LLC December 2007 - December 2008
Kaye Scholer LLP February 2002 - October 2007
Merrill Lynch August 1998 - March 1999
Atlantic Records 1999 - 1999
Skills
Litigation, Investments, Real Estate, Bankruptcy, Residential Homes, Real Estate Transactions, Selling, Trials, Corporate Law, Legal Writing, Commercial Litigation, Contract Negotiation, Leases, Foreclosures, Investment Properties, Licensing, Sellers
Education
Ivy Real Estate Education 2008 — 2008
New York State Real Estate Sales License
University of Maine 1991 — 1996
Bachelor of Science, Finance
Hanna Brothers Film and Event Catering 1997 - Present
Merrill Lynch 1996 - 1997
New Orleans Saints 1993 - 1995
Skills
Food, Budgets, Customer Service, P&L, Operations Management, Forecasting, Hospitality, Logistics, Retail, Catering, Profit, Corporate Events, Event Planning, Event Management, Advertising
Education
University of Louisville 1989 — 1993
Bachelor of Science in Business Administration, Finance, General
RBC Wealth Management September 2014 - Present
Merrill Lynch April 2013 - Present
U.S. Trust, Bank of America October 2010 - Present
Bank of America January 2010 - September 2010
Bank of America October 2007 - December 2009
Skills
Management, Banking, Salesforce.com, Finance
Education
University of Maine
Bachelor of Arts (BA), Public Administration
Mortgage Services III, LLC February 2011 - Present
Tower Oaks Mortgage Partnership March 2008 - February 2011
Chevy Chase Bank 2006 - 2007
Merrill Lynch 2005 - 2006
Tower Oaks Mortgage Partnership 2003 - 2005
The Prieston Group 2002 - 2003
CitiMortgage 2002 - 2003
1st Nationwide Mortgage 1996 - 2002
Harbourton Mortgage Corporation 1994 - 1996
Franklin Mortgage Capital Corporation 1988 - 1993
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, FHA, Credit, Refinance, Underwriting, Loss Mitigation, Banking, Credit Analysis
Education
University of Maryland - Robert H. Smith School of Business 1969 — 1976
MBA, Finance
University of Maryland College Park 1969 — 1973
BS, Finance
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
National Association of Corporate Directors June 2013 - Present
National Association of Corporate Directors March 2013 - Present
Williams-Sonoma, Inc. November 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Cannon Ridge Golf Club May 2010 - August 2010
Farmington Country Club June 2009 - July 2009
Downtown Athletic August 2007 - November 2007
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, Microsoft Office, Time Management, Cashiering, Clerical Work, Phone Etiquette, Firefox, Microsoft Publisher, Business Communications, Presentation Development, Data Entry, Cash Register, Outlook, Customer Service, iMIS
Education
Mary Washington College 2008 — 2012
Bachelor of Arts (BA), History
St. Anne's-Belfield
Merrill Lynch December 2014 - Present
Norton Insurance February 2007 - March 2014
Bicycle Coalition of Maine July 2010 - July 2012
Dragon Products Company August 2002 - February 2007
Rynel, Inc. August 1997 - August 2000
Skills
Employee Benefits, Insurance, Fundraising, Non-profits, Event Planning, Healthcare, Long-term Care, Management, Administrative..., Nonprofits, Employee Relations, Strategic Planning
Education
University of Maine 1986 — 1988
Business Administration
Bally Technologies May 2012 - September 2013
Bally Technologies November 2008 - May 2012
Bally Technologies March 2003 - November 2008
ADVANCED MEDICAL TECHNOLOGY ASSOC June 2000 - October 2002
Merrill Lynch August 1999 - November 2000
Skills
Project Management, Forecasting, Analysis, SharePoint, Business Intelligence, Program Management, Business Analysis, Strategic Planning
Education
University of Mary Washington 1995 — 1999
Economics, Political Science, History
Comcast August 2015 - Present
TAKE Solutions Inc., June 2008 - Present
MediMedia USA November 2014 - July 2015
Bank of America Merrill Lynch June 2014 - October 2014
MMIT (Managed Markets Insight & Technology) April 2013 - June 2014
CardioNet September 2012 - April 2013
Merrill Lynch March 2012 - August 2012
MarketResearch.com October 2011 - March 2012
Defense Acquisition University December 2008 - October 2011
PNC Global Investment and Servicing June 2008 - October 2008
Skills
ASP.NET, C#, WCF, Microsoft SQL Server, Web Services, ADO.NET, Entity Framework, AJAX, ASP, Telerik, jQuery, WinForms, OOP, Kendo, ASP.NET MVC, ASP.NET Claims Identity, Ninject, Dependecy Injection, Software Design Patterns, Enterprise Architecture
Education
University of Madras 2000 — 2004
B.Tech, Information Technology
G.K. Shetty Vivekananda Vidyalaya Junior College
United States Postal Service July 2010 - Present
Menard’s Railroad Materials April 2009 - January 2010
Qwest Communications February 1999 - March 2009
Merrill Lynch 1992 - 1997
Skills
Vendor Management, Cross-functional Team..., Supply Chain, Process Improvement, Procurement, Strategic Sourcing, Management, Project Planning, Analysis, Purchasing, Operations Management, Outsourcing, CRM, Negotiation, Budgets, Telecommunications, Team Building, Program Management, Strategic Planning
Education
University of Louisiana at Lafayette 1987 — 1991
B.S., Business Administration
Morgan Stanley Smith Barney March 2010 - Present
Merrill Lynch June 2004 - March 2010
Skills
Portfolio Management, Bloomberg, Retirement Planning, Strategic Financial..., Banking, Investments, Microsoft Excel, Strategic Planning, Wealth Management, Financial Analysis, Series 63, Asset Allocation, Financial Services, Series 7
Education
University of La Verne 2008 — 2010
MBA, Leadership Management and Marketing
Vanguard University of Southern California 2000 — 2004
Business Administration
Fifth Third Bank November 2010 - Present
Brown Cullen NPS, LLC January 2006 - March 2011
Merrill Lynch January 2002 - June 2005
National City Bank January 1988 - December 2001
Education
University of Louisville 1986 — 1991
bs, finance
University of Louisville 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch January 1998 - Present
Skills
Asset Allocation, Series 7, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Equities, Investments, Strategic Financial..., Alternative Investments, Financial Analysis, Investment Advisory, Estate Planning, Asset Management, Financial Planning, Investment Strategies, Mutual Funds, Securities
Education
University of Kentucky 1993 — 1997
BA Economics, Economics, Finance
Springfield High School 1989 — 1993
PharMerica July 2013 - Present
University of Louisville 2009 - Present
KELLER WILLIAMS REALTY LOUISVILLE EAST September 2012 - April 2013
Texas Roadhouse May 2010 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Economics, Employee Training, Social Networking, Strategic Thinking, Analytics, Client Relations, SAS, COGNOS, Salesforce.com
Education
University of Louisville 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance minor
Raymond James February 2012 - Present
Merrill Lynch May 2000 - February 2012
Skills
Series 7, Series 63, Investment Advisory, Retirement Planning
Education
University of Louisville 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Louisville - Speed Scientifice School 1989 — 1996
Bachelor's of Science, Mechanical Engineering
First Kentucky Trust June 2012 - Present
PNC Wealth Management October 2001 - June 2012
Merrill Lynch May 1999 - October 2001
Skills
Estate Planning, Wealth Management, Investments, Asset Managment, Asset Allocation, Retirement Planning, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Banking, Mutual Funds, Equities, Asset Management
Education
University of Louisville
Bachelor of Science in Commerce, Accounting & Finance
Merrill Lynch May 2014 - Present
Leadership Team Development October 2007 - Present
Yum! Brands October 2013 - December 2013
Vision Business Solutions LLC. March 2012 - December 2012
Xerox July 2010 - March 2012
Vision Business Solutions July 2009 - July 2010
US Bank April 2008 - July 2009
Skills
Public Speaking, Copywriting, Inside Sales, Direct Sales, Sales Operations, Team Leadership, Brand Development, Sales Force, SEM, Mortgage Lending, Sales, Advertising, Account Management, B2B, Budgets, Building Relationships, Business Development, CRM, Cold Calling, Customer Retention, Customer Service, Entrepreneurship, Lead Generation, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Online Marketing, Public Relations, Sales Presentations, Salesforce.com, Selling, Small Business, Social Media, Social Networking, Team Building, Training, Social Media Marketing, Sales Process, Sales Management, Employee Training, Time Management, Instructional Design, Distance Learning, Needs Analysis, E-Learning, Organizational...
Education
University of Louisville 2005 — 2013
Work Force Leadership, Operational Development, Leadership
National Academy of Sports Medicine 2012 — 2012
Certified Personal Trainer
Henry Clay High School 2000 — 2005
Diploma
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
Prudential Securities January 1985 - January 1995
Morgan Stanley Smith Barney January 1985 - January 1995
Education
Columbia University 1985 — 1997
Masters, Business Policy
University of Maine 1976 — 1981
BS, Wood Science and Technology
Merrill Lynch October 2009 - Present
Morgan Stanley Investment Management April 1994 - October 2009
Skills
Series 7, Retirement Planning, Investment Advisory, Investments, Wealth Management, Series 63, Series 65, Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Uniform Combined State..., Separately Managed..., Mutual Funds, Alternative Investments
Education
University of Louisiana at Lafayette 1975 — 1979
BS, Finance
Chalmette High School
Labor and Industries, WA State July 2014 - Present
Airbiquity April 2012 - June 2014
Microsoft February 2010 - 2012
Merrill Lynch December 2008 - November 2009
CSS Corp 2003 - 2008
Skills
C#, WCF, LINQ, ASP.NET, Design Patterns, Web Services, Agile Methodologies, WPF, Software Project..., ADO.NET, Entity Framework, MVC, AJAX, Databases, Microsoft SQL Server, Web Applications, SSRS, TFS, WinForms, Oracle, VSS, Scrum, Silverlight
Education
University of Madras 2000 — 2003
BE, Electronics
SKMH 1999 — 2003
Bachelor of Engineering (BE)
Merrill Lynch March 2015 - Present
Merrill Lynch July 2014 - March 2015
Bank of America August 2010 - July 2014
EXPRESS March 2007 - March 2011
Select Staffing June 2005 - June 2008
Skills
Microsoft Office, Excel, Customer Service, Outlook, PowerPoint, Microsoft Word, Data Entry, Access, File Management, Time Management, Fax, Teamwork, Sales, Event Planning, Retail, Invoicing, Microsoft Excel, Management, Leadership, Training, Team Building, Customer Satisfaction, Coaching, Banking, Leadership Development, Marketing, Employee Training, Public Speaking, Accounts Payable
Education
University of La Verne 2004 — 2010
Bachelor's of Science, Business Administration 5/2010
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch October 1997 - February 2009
Skills
Leadership, Investments, Mutual Funds, Public Speaking, Portfolio Management, Retirement Planning, Wealth Management, Finance, Strategic Planning, Series 7
Education
University of Maine 1991 — 1997
BA Civil Engineering, BA Resource Economics and Policy, Minor in Business
Maranacook Community School
DMC Partners LLC July 2015 - Present
Westwood Partners September 2010 - July 2015
Sheffield Haworth July 2006 - June 2010
Merrill Lynch May 1998 - June 2000
Skills
Equities, Hedge Funds, Investment Banking, Derivatives, Executive Search, Electronic Trading, Prime Brokerage, Equity Research, Talent Acquisition, Equity Capital Markets, Management Consulting, Alternative Investments, Banking, Start-ups, Private Equity
Education
University of London
Castlebar
GE July 2015 - Present
Textron June 2014 - August 2014
University of Maryland March 2013 - May 2014
Mortgage Bankers Association May 2013 - December 2013
Best Buy May 2012 - September 2012
Merrill Lynch April 2012 - July 2012
Education
University of Maryland Southeast Asia Global Immersion Program 2014 — 2015
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor's Degree
HSBC June 2015 - Present
U.S. Securities and Exchange Commission January 2015 - March 2015
Wells Fargo August 2013 - September 2014
Merrill Lynch June 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master of Business Administration (MBA), Finance
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Masters, Finance
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's degree, Economics
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's degree, International/Global Studies
Merrill Lynch April 2011 - Present
Skills
Strategic Financial..., Wealth Management, Series 7, Customer Service, Series 63, Financial Reporting, Tax, Accounting, Budgets, Financial Services, Financial Analysis, Uniform Combined State..., Retirement Planning, Finance, Mutual Funds, Analysis, Securities, Asset Allocation, Insurance, Equities
Education
University of Louisville 1986 — 1991
B.S., Mathematics
Distributed Information Technologies, Inc. May 2013 - Present
Distributed Information Technologies, Inc. September 2009 - May 2013
Merrill Lynch June 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Software Development, Team Leadership, Business Process..., Web Applications, Web Development, SDLC, Front-end, Back-end, ColdFusion, Railo, SQL, Requirements Analysis, Databases, Microsoft SQL Server, Oracle, MySQL, HTML, JavaScript, AJAX, Maximo, CSS, jQuery, jQuery UI, Bootstrap, JSON
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
University of Virginia 2004 — 2008
BS, BA, Physics and Mathematics
Merrill Lynch November 2014 - Present
Morgan Stanley May 2013 - November 2014
DailyISO January 2011 - May 2013
ICM Partners August 2007 - December 2010
DBA Daniel Farr September 2003 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2004
Bachelor’s Degree, Business
Capital One August 2014 - Present
Verizon Terremark April 2014 - August 2014
Lexis Nexis Martindale-Hubbell June 2008 - March 2014
IDT August 2005 - May 2008
Merrill Lynch 2004 - 2005
Paragon Computer Professionals 2004 - 2005
NYC Board of Education October 2003 - September 2004
Verizon 2003 - 2003
Infuseum 2001 - 2003
HCL Technologies 1997 - 2001
Skills
SOA, .NET, Web Services, Agile Methodologies, SDLC, Microsoft SQL Server, XML, C#, WCF, Software Development, ASP.NET, Programming, Requirements Analysis, Testing, Quality Assurance, Databases, Oracle, T-SQL, Software Project...
Education
University of Madras
Bachelor of Engineering (B.E.), Computer Science and Engineering
Cognizant Technology Solutions September 2012 - Present
Merrill Lynch July 2010 - September 2012
Polaris Software Lab October 2007 - July 2010
Virtusa November 2006 - October 2007
Skills
iOS development, Objective-C, Web Services, ASP.NET, .NET, C#, jQuery, SDLC, Android, Visual Studio, SQL Server, Xcode, Cisco IOS, Cocoa Touch, Python
Education
University of Madras 1992 — 1995
Economics, Economics
Merrill Lynch May 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Financial Services, Series 7, Wealth Management, Portfolio Management, Retirement Planning
Education
University of Maine 2009 — 2012
Bachelor's degree, European History
Ameriprise 2011 - Present
Universal American August 2009 - 2011
Merrill Lynch February 2008 - July 2009
Wachovia Securities January 2007 - February 2008
Naturalizer Shoes November 2004 - April 2005
Mary Washington College August 2003 - May 2004
Mary Washington College August 2001 - January 2003
Education
University of Mary Washington 2000 — 2004
BS, Psychology
ClearPoint Financial June 2009 - Present
Merrill Lynch June 2005 - June 2009
Means Investment Company January 1994 - June 2005
Skills
Asset Management, Securities, FINRA, Investment Advisory, Investments, Retirement Planning, Portfolio Management, Finance, Financial Analysis, Investment Management, Financial Advisory
Education
University of Maine 1977 — 1982
BA, Business Administration
Orono High School 1974 — 1977
The Hershey Company January 2015 - Present
Merrill Lynch July 2014 - December 2014
Peter Millar April 2013 - August 2013
John W. Pope Center for Higher Education Policy April 2013 - August 2013
Steven Stell, CPA November 2011 - May 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Public Policy; Minor in German
Universität Mannheim 2014 — 2014
Bachelor's Degree, Politikwissenshaft
W.A. Hough High 2008 — 2012
Access Staffing August 2010 - Present
Fifty Business Services Limited September 2007 - July 2010
Deutsche Bank February 2005 - September 2007
Merrill Lynch September 2004 - February 2005
Citigroup/Salomon Smith Barney April 2000 - April 2003
Universal Music Group-Telstar Records September 1997 - November 1998
Skills
Accounting, Recruiting, Financial Services, Finance, Auditing, CRM, Executive Search, Hedge Funds, Management, Analysis, Business Analysis, Capital Markets, Talent Acquisition, Interviews, Business Development, Asset Management, Sourcing, Banking, Derivatives, Sales, Fixed Income, Account Management, Contract Recruitment, Financial Risk
Education
University of Leicester 1994 — 1997
Bachelor of Arts (B.A.), American Studies; Major in Literature & History, Minor in Politics
Wolverhampton Grammar School 1988 — 1994
Bank of America Merrill Lynch January 2001 - Present
Merrill Lynch January 1998 - January 2001
Merrill Lynch January 1994 - January 1998
Merrill Lynch January 1990 - January 1994
Education
University of Maine
BA, Sociology
MacDougall, MacDougall & MacTier Inc. October 2012 - Present
Accretive 360 Inc. February 2010 - August 2012
AGF Management Limited May 2004 - July 2009
HSBC Securities and HSBC Brokerage 2003 - 2004
CIBC Wood Gundy 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch Canada 1993 - 2001
Midland Walwyn 1997 - 1999
Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...
Education
University of Manitoba 1980 — 1985
B. Comm, Business
Greenberg Closings June 2014 - Present
Salzman Signing Services Inc. June 2013 - June 2014
Sam Prince's Hospitality Group March 2013 - June 2013
Merrill Lynch 2010 - 2012
Purple Tree 2010 - 2012
Unique Copy Center 2011 - 2011
Skills
Facebook, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Finance, Social Media, Real Estate, Data Analysis, Management, Microsoft Word, Social Media Marketing, Financial Analysis, Equities, Research, NYS Notary Public, Notary Public, Hospitality, Real Estate Development, Real Estate Financing, Business Development, Real Estate Transactions, Title Closing, Title Insurance, Title Closer, Bank Closer, Settlement Agent, Loan Origination, Loans, Residential Mortgages, Title Searches, Closings, Residential Closings, Commercial Closings, Closer
Education
University of Maryland College Park
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance
University of New South Wales 2013 — 2013
Wheatley High School 2005 — 2010
Merrill Lynch June 2015 - August 2015
Grand Avenue Business Association March 2014 - June 2015
Private Home June 2013 - August 2014
Touch 'Em All Carwash November 2010 - April 2013
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Teamwork, English, Social Networking, Facebook, Communication, Team Leadership
Education
University of St. Thomas 2012 — 2016
Bachelor's degree, Finance and Financial Management Services
University of London 2014 — 2014
London Business Semester
Saint Michael-Albertville High School 2008 — 2012
High School Diploma
BACH Holdings, LLC dba Game On 2014 - Present
BACH Holdings, LLC dba Alamo Drafthouse Cinema 2004 - Present
Merrill Lynch 2001 - 2004
Skills
Social Media, Sales, Management, Social Media Marketing, Marketing, Strategic Planning, Film, Customer Service, Film Production, Video Production, Event Management, Advertising, Public Relations, Social Networking, Entertainment
Education
University of Mary-Hardin Baylor 1995 — 2000
Magnolia Homes December 2014 - Present
Amelia's Fashion Exchange September 2001 - Present
Merrill Lynch 1998 - 2001
Edward Jones 1996 - 1998
McLane Company 1993 - 1996
Skills
Customer Service, Social Media, Retail, Event Planning, Advertising, Teaching, Merchandising, Fashion, Marketing, Apparel, Public Relations, Social Networking, Time Management
Education
University of Mary-Hardin Baylor 1990 — 1992
Elementary Education
Whitney High School 1986 — 1990
High School Diploma, Graduated with Honors
Weslaco 1980 — 1986
Gifted and Talented
Merrill Lynch May 2015 - Present
Commonwealth Bank & Trust January 2015 - May 2015
CU Channels, LLC November 2013 - 2014
Kentuckiana Pool Management May 2013 - August 2013
Kentuckiana Pool Management May 2013 - August 2013
State Farm June 2011 - July 2011
Skills
Work Ethic, Computers, Mac OS, Analysis, Organization, Scheduling Management, Friendly Personality, Learning Quickly, Adaptability, Accepting Responsibility, Typing, Harmony, Cpr Certified, Motivation, Keen Listener
Education
University of Louisville 2011 — 2015
B.S.B.A., Finance, General
University of Louisville 2011 — 2015
Finance, B.S , Finance, General
CEB January 2014 - Present
Verizon Enterprise Solutions Group October 2012 - January 2014
COOP Systems, INC December 2011 - November 2012
FactSet Research Systems 2006 - October 2011
Factset March 2006 - June 2008
E*TRADE Financial January 2005 - March 2006
Merrill Lynch January 2004 - December 2004
Skills
Account Management, Salesforce.com, Solution Selling, Market Data, Business Analysis, New Business Development, Business Development, SaaS, Competitive Analysis, Enterprise Software, Financial Services, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Economics
Morgan Stanley July 2012 - Present
Merrill Lynch September 2008 - July 2012
PMI 2004 - 2008
Idealab 2001 - 2004
LEGO Group 1997 - 2001
LEGO Group 1996 - 1997
LEGO Group 1994 - 1996
LEGO Group 1987 - 1994
Skills
Life Insurance, Financial Services, Capital Management, Carlsbad, Financial Advisory, Merchant Services, Financial Planners, Life insurance quotes, Retirement Planning, Lines Of Credit, Letters of Credit, Treasury Services, long term capital..., Merrill Lynch Financial..., Residential Mortgages, Business Lines of Credit, Home Equity Lines of..., 401k, 401k planning, Long Term, Management, Strategic Planning, Sales, Investments, Sales Management
Education
University of Maine 1982 — 1986
BA, Economics
Glastonbury high school 1978 — 1982
High school diploma
Intellectual Ventures March 2014 - Present
Intellectual Ventures January 2012 - March 2014
Intellectual Ventures January 2009 - December 2011
Intellectual Ventures May 2008 - December 2008
Merrill Lynch March 2005 - April 2008
Skills
Financial Analysis, Microsoft Office, Data Analysis, Program Management, Process Improvement, Strategy, Finance, Leadership, Venture Capital, Management, Project Management, Start-ups, Analysis
Education
University of Washington, Michael G. Foster School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of London 2001 — 2004
Bachelor of Science (BSc), Banking and Finance
CAZ Investments February 2015 - Present
Merrill Lynch Bank of America May 2012 - February 2015
Everest Academy December 2010 - May 2012
Merrill Lynch July 2006 - December 2006
Merrill Lynch July 2004 - July 2006
Merrill Lynch February 2004 - June 2004
Merrill Lynch February 2001 - February 2004
Education
University of Maine
Business Administration
Merrill Lynch June 2015 - Present
Accredited Wealth Management August 2014 - December 2014
First Investors May 2014 - August 2014
Stock Yards Bank & Trust May 2014 - August 2014
Sherwin-Williams Paints May 2013 - August 2013
Sherwin-Williams Paints May 2012 - August 2012
Skills
Selling Skills, Sales, Leadership, Sales Operations, Cold Calling, Marketing, Account Management, Sales Process, Direct Sales, Customer Satisfaction, New Business Development, Selling, Competitive Analysis
Education
University of Louisville 2011 — 2015
BSBA, Finance, General
Highlands High School 2007 — 2011
Citi January 2012 - Present
Citi January 2008 - Present
Citi May 2005 - Present
Reuters June 2004 - April 2005
Merrill Lynch September 2003 - May 2004
IBM July 2002 - September 2003
Deustche Bank December 2001 - June 2002
Excite@Home January 2001 - December 2001
Hubstorm 2000 - 2000
American Express 1999 - 2000
Skills
Blackberry Enterprise..., REST, Perl, Mobile Devices, COM+, Mobile Strategy, Python, Microsoft SQL Server, .NET, C#, Objective-C, Unix, Mobile Technology, Android, Blackberry, Databases, Java, Mobile Applications, Oracle, Web Services, SOA, Sybase, Enterprise Architecture, Active Directory, MySQL, SDLC, Visual Basic, Agile Methodologies, Software Project..., Java Enterprise Edition, Solution Architecture, Cloud Computing
Education
University of Madras 1995 — 1998
Master of Computer Applications, Data Structures, Digital Electronics, Financial Accounting, Design and Analysis of Algorithms, Organ
University of Madras 1992 — 1995
Bachelor of Computer Science, Distributed system, Data Structures, Digital Comuputing, Statistics, Computer Algorithems
Gudiyatham Government Higher Secondary School 1980 — 1992
Higher Secondary, Maths, Science, Biology
Smith & Wilkinson September 2013 - Present
Habor Telecom March 2013 - August 2013
GWI July 2009 - March 2013
One Communications April 2006 - June 2009
State of Maine May 2005 - September 2005
Merrill Lynch May 2003 - August 2003
Skills
Direct Sales, Solution Selling, Complex Sales, Consultative Selling, Salesforce.com, Cloud Computing, New Business Development, Managed Services, Sales Operations, Business Development, Selling, Telecommunications, VoIP, Management, Strategy, Sales Process, Sales, Program Management, Cold Calling, Unified Communications, Data Center, Wireless, Leadership, Strategic Partnerships, Customer Retention, Recruiting, Financial Services, Credit, Banking, Finance, Loans
Education
University of Maine 2002 — 2006
B.S., Business Administration
JP Morgan Chase May 2011 - Present
Bank of America Merrill Lynch January 2009 - May 2011
Merrill Lynch August 2007 - December 2008
Solomon Page Group August 2005 - August 2008
Merrill Lynch August 2002 - August 2005
Silverline Technologies June 1999 - July 2002
HSL Technologies February 1998 - June 1999
Education
University of Madras
B.E
Citi September 2012 - December 2013
Charles Schwab June 2011 - August 2012
Credit Suisse July 2009 - May 2011
Merrill Lynch February 2006 - July 2009
Goldman Sachs September 2004 - January 2006
BNY Mellon 2003 - 2004
Luminant 2000 - 2004
BNY Mellon 2003 - 2003
BNY Mellon 2003 - 2003
Skills
Risk Management, Databases, Equities, Java, PL/SQL, Enterprise Architecture, SQL, Technical Architecture, SOA, J2EE, SDLC, Weblogic, Spring, XML, OOAD, Hibernate, Linux, Design Patterns, Software Project..., Core Java
Education
University of Madras 1989 — 1993
B.E., Electronics & Communication Engg
University of Madras 1989 — 1993
Bachelor of Engineering, Electronics and Communication
Deutsche Bank July 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch June 2007 - December 2008
Headstrong Inc June 2005 - June 2007
Credit Suisse First Boston 2001 - 2005
Satyam 2000 - 2005
Cognizant Technology Solutions 1999 - 2000
Skills
Business Analysis, Data Warehousing, SDLC, Project Management, Prime Brokerage
Education
University of Madras 1993 — 1997
Bachelor Of Engineering, Computer Science
Jawahar Higher Secondary School 1986 — 1993
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
Merrill Lynch September 2013 - Present
Prudential Financial February 2007 - September 2013
Skills
SDLC, Oracle, Business Analysis, SOA, COBOL, Requirements Analysis, Microsoft SQL Server, XML, Web Services, Websphere, Agile Methodologies, DB2, Sybase, Software Development, SQL, Java Enterprise Edition, Requirements Gathering, Software Project...
Education
University of Louisiana at Lafayette 2003 — 2005
Master of Science (MS), Computer Science, 3.8
Bank of America August 2010 - Present
Merrill Lynch 2007 - August 2010
Openwave Consulting 2006 - 2007
iSOFT - CSC 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Science (MS), Global finance
University of Madras 2001 — 2004
Bachelors of Engineering, Electronics & Communication
IIT Madras 2003 — 2003
Telecommunication Engineering, Stochastic optimization modeling for switches, Monte-Carlo simulations & Statistical models, Second Ranker
Morgan Stanley Smith Barney August 1985 - Present
Merrill Lynch August 1982 - July 1985
Skills
Series 7, Series 63
Education
University of Louisiana at Lafayette 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch 2008 - Present
Columbia Management 2003 - 2007
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
University of Maine 1995 — 1997
Master of Business Administration (MBA), Finance, General
T-Mobile December 2012 - Present
City Of Seattle December 2008 - November 2012
Longtop International February 2008 - November 2008
Merrill Lynch 2007 - 2008
Hewlett-Packard Digital Globalsoft 2006 - 2007
iSOFT R&D PVT Ltd 2004 - 2006
Skills
SQL, ArcGIS Server, Program Management, ADO, SharePoint Designer, ESRI, T-SQL, VBScript, ASP.NET, ASP.NET MVC, ASP.NET AJAX, C# 4.0, C# 3.0, C# 2.0, jQuery, Entity Framework, Microsoft SQL Server, LINQ, JavaScript, Razor, WCF, HTML, Visual Studio, SnagIt, Silverlight, SSRS, C#
Education
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
BB&T September 2013 - Present
Merrill Lynch October 2012 - May 2013
FEBC June 2012 - November 2012
PNC Private Client Group August 2010 - February 2012
PNC Investments June 2002 - August 2010
National City Bank September 2001 - June 2002
National City Bank January 2001 - September 2001
National City Bank July 1999 - January 2001
Skills
Banking, Loans, Customer Service, Credit, Financial Analysis, Budgets, Strategic Planning, Risk Management, Business Development, Investments, Strategic Financial..., Insurance, Mortgage Lending, Finance, Credit Analysis, Asset Managment, Mutual Funds, Wealth Management
Education
University of Louisville 2007 — 2009
Masters degree, business administration
University of Louisville 1993 — 1999
School; Bachelor's degree, Business and Public Administration; finance
New Balance January 2014 - Present
New Balance January 2014 - July 2015
Procter & Gamble February 2011 - December 2013
Procter & Gamble January 2009 - January 2011
Procter & Gamble August 2008 - December 2008
Procter & Gamble December 2006 - July 2008
Procter & Gamble May 2005 - August 2006
Merrill Lynch September 2001 - October 2003
Skills
Consumer Products, Brand Equity, Customer Insight, FMCG, Shopper Marketing, Brand Management, Global Marketing, Segmentation, Competitive Analysis, Product Innovation, Market Planning, Brand Architecture, Trade Marketing, International Marketing
Education
University of Leeds 1998 — 2001
BA, Economics
Sevenoaks School 1992 — 1997
High School
Merrill Lynch 2006 - Present
Marsh 2005 - 2006
Chrysler April 2003 - March 2004
Nationwide Insurance 2002 - 2004
Burlington Coat Factory January 2002 - March 2003
Datacons Pvt Ld June 1997 - December 1999
Skills
Oracle, Oracle RAC, Oracle Administration, GoldenGate, Oracle Streams, Oracle Certified DBA, Oracle PL/SQL...
Education
University of Madras
Bank of America March 2012 - Present
Bank of America November 2011 - March 2012
Bank of America January 2009 - November 2011
Merrill Lynch June 2006 - December 2008
Merrill Lynch June 1996 - June 2006
Education
University of Limerick 1988 — 1992
BBS, Accounting and Finance
Pbc 1982 — 1988
D&B March 2011 - Present
Merrill Lynch April 2010 - March 2011
Cognizant Technology Solutions February 2010 - March 2010
D&B March 2009 - January 2010
D&B August 2008 - February 2009
D&B January 2008 - July 2008
D&B October 2007 - May 2008
D&B June 2006 - December 2007
D&B February 2005 - June 2006
D&B January 2004 - February 2005
Skills
Master Data Management, SDLC, Agile Methodologies, Analytics, Enterprise Architecture, IT Strategy, Program Management, Solution Architecture, Architecture, Databases, SOA, Enterprise Software, Integration, PMO, Software Project..., Business Analysis, MS Project, Data Warehousing, Scrum, Java Enterprise Edition, User Acceptance Testing, Risk Management, Requirements Analysis, XML, SaaS, DB2, Financial Services, Middleware, Tomcat, Strategy, Microsoft SQL Server, SharePoint, Product Management, Business Intelligence, Agile Project Management, Requirements Gathering, Project Portfolio..., PMP, Quality Assurance
Education
University of South Florida 1999 — 2001
MS, Management Information Systems
University of Madras 1992 — 1996
B.E, Electronics and Communications Engineering
Merrill Lynch June 2000 - Present
Merrill Lynch June 2000 - May 2012
Bank of Louisville April 1997 - June 2000
Education
University of Louisville 1996 — 1998
none, General
Merrill Lynch March 2011 - Present
Morgan Stanley July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
Covance 2006 - 2007
Skills
Biotechnology, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Healthcare
University of Leeds 1998 — 2003
M.D. (MBChB), Medicine/Surgery
Merrill Lynch December 2009 - Present
PR Newswire March 2007 - December 2009
Merrill Lynch July 2004 - March 2007
Skills
Active Directory, Cloud Computing, Solaris, Windows Server, System Deployment, IIS, ITIL, Web Services, SQL, Vendor Management, SharePoint, Virtualization, IT Strategy, Networking, Enterprise Architecture, System Administration, Disaster Recovery, Solution Architecture
Education
University of Madras 1998 — 2002
B.E, Computer Science
Merrill Lynch March 2012 - Present
Intelligence Pursuit Inc January 1999 - March 2012
Mitsui & Co., Ltd. 1999 - 2009
NIIT December 1995 - May 1998
Skills
Pre-sales, Project Management, SDLC, Software Project..., Requirements Analysis, Solution Architecture, Requirements Gathering, Business Analysis, IT Strategy, PMP, Integration, Agile Methodologies, Enterprise Architecture, Vendor Management, SQL
Education
ICF Silver Jubilee Matriculation Hr. Sec School
University of Madras
B.Sc, Mathematics
F & F Investments Inc. January 2005 - Present
Northwestern Mutual Life Insurance December 2001 - June 2004
Merrill Lynch January 2002 - February 2003
Skills
Loans, Investors, Investments, Real Estate, FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Commercial Lending, VA loans, First Time Home Buyers, Credit Analysis, Investment Properties, USDA, Real Estate Financing, Commercial Mortgages
Education
University of La Verne 1997 — 2001
B.S., Business Finance
University of La Verne 1997 — 2001
Bachelors of Science, Business Finance
Fannie Mae July 2014 - Present
Walt Disney World May 2013 - July 2014
Wells Fargo June 2011 - April 2012
HP October 2008 - May 2011
Merrill Lynch March 2007 - September 2008
Skills
Agile Methodologies, Ant, ClearCase, Configuration Management, Continuous Integration, Git, Maven, Perl, Quality Assurance, Release Management, Requirements Analysis, SDLC, Software Configuration..., Software Project..., Subversion, Unix, User Acceptance Testing
Education
University of Madras
Masters, Computers
Bank of America September 2009 - May 2014
Merrill Lynch August 2007 - September 2009
AIG January 2005 - July 2007
Electronics Data systems(EDS) August 2000 - November 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Risk Management, Software Project..., Business Intelligence, Vendor Management, Project Management, Disaster Recovery
Education
IGNOU 2001 — 2004
MBA, Operations Research
University of Madras 1996 — 2000
Bachelors of Engineering, Electronics & communications
Amy True Photography February 2012 - Present
Acadia Trust, N.A. January 2010 - September 2012
VIGILANT Capital Management, LLC January 2002 - August 2010
Bank of America January 2001 - January 2002
Merrill Lynch January 1999 - January 2000
Skills
Photography, Commercial Photography, Newborn Photography, Children's Photography, Baby Photography, Fashion Photography, Commercial Product..., Children's Fashion..., Candid Photography
Education
University of Maine 1995 — 1999
BS, Business Administration, Finance Concentration
Chartered Financial Analyst Institute
University of Maine at Orono
Bachelor of Science, Business Administration and Finance
Thrive, the healing center February 2011 - Present
Merrill Lynch September 2007 - Present
Gerry Bertier #42 Foundation November 2007 - December 2014
Business builders networking September 2007 - November 2012
Wachovia September 2001 - March 2007
Wachovia January 2000 - February 2001
Wachovia February 1998 - January 2000
JC Penney August 1988 - January 1998
Skills
Retirement Planning, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., Investment Strategies, Financial Planners, Retirement, Budgets, Finance, Fixed Annuities, Investments, Marketing, Mortgage Lending, Series 7, Small Business, Strategic Financial..., Wealth Management, Banking, Financial Services, Personal Finance, Management
Education
University of Mary Washington 1988 — 1992
Bachelor of Arts, Geography
Bank of America October 2010 - Present
AT&T 2008 - 2009
Merrill Lynch 2006 - 2008
Education
University of Madras 1998 — 2002
B.E, Electronics and Communication
Natoma Technologies, Inc. January 2013 - Present
Hewlett-Packard (Enterprise Business IT eDelivery) April 2009 - April 2012
Hewlett-Packard (HP ProCurve Networking) January 2007 - April 2009
Hewlett-Packard (HP ProCurve Networking) June 2003 - January 2007
State of California (Franchise Tax Board) October 2001 - June 2003
Daiwa Securities SMBC Co. Ltd. October 2000 - August 2001
Merrill Lynch June 1999 - August 2000
Excell Data Corporation February 1999 - April 1999
Citibank April 1997 - October 1998
Citibank August 1996 - April 1997
Skills
Enterprise Architecture, C#, LINQ, Web Development, ASP.NET, MVC, jQuery, AJAX, SOA, Web Services, Entity Framework, Microsoft SQL Server, Java Enterprise Edition, WCF Services, JSON, Microsoft Office..., REST, SharePoint, .NET, System Administration, Mentoring, Oracle, Databases, SQL, Visual Studio, OOP, Testing, Visual Basic, Solution Architecture, WCF, XML, Integration, IIS, Systems Analysis, Enterprise Software, Agile Methodologies, T-SQL, Software Development, Software Design, ASP, TFS, VB.NET, UML, Web Applications, ADO.NET, Database Design, JavaScript, SDLC
Education
University of Natal 1985 — 1989
Bachelor's degree, Electronics Engineering
Infosys Technologies Ltd May 2009 - Present
Infosys 2009 - Present
Merrill Lynch 2003 - 2009
Satyam 2003 - 2008
Indchem Software 1999 - 2001
Education
University of Madras 1993 — 1997
BE, Electronics
Travelers February 2014 - Present
Aetna January 2013 - December 2013
ISO New England July 2012 - January 2013
The Hartford July 2011 - July 2012
Aetna September 2010 - July 2011
Travelers Insurance January 2010 - October 2010
Merrill Lynch July 2009 - January 2010
Pfizer June 2008 - June 2009
Aetna May 2007 - May 2008
Pfizer August 2005 - May 2007
Skills
SOA, Master Data Management, SDLC, Finance, Data Modeling, ETL, Data Warehousing, Pharmaceutical Industry, SOAP, Customer Data..., Data Warehouse..., Databases, Requirements Gathering, Erwin, Requirements Analysis, DB2, PL/SQL
Education
University of Madras 1991 — 1994
Bachelors Science, Computer Science
Koch Supply & Trading April 2012 - Present
COMAC Capital March 2010 - October 2011
JPMorgan November 2008 - February 2010
Old Lane August 2006 - September 2008
Merrill Lynch April 2005 - July 2006
JPMorgan Chase March 2004 - March 2005
Skills
Calypso, Credit Derivatives, Interest Rate..., FX Options, FX, Bonds, Equity Derivatives, Fixed Income, Murex, Sophis, Futures, Collateral Management, Securities, Operations, Settlements, Risk Management, Operational Risk, Investment Banking, Hedge Funds, Prime Brokerage, Sales Support, Electronic Trading, Derivatives, FX Hedging, Reconciliations, ISDA, Documentation, P&L, MIS, Swaps, CFDs, Risk Analysis, Middle Office, Trading Systems, Back Office, Bloomberg, Credit, Commodities, Options, Settlement
Education
University of KwaZulu-Natal 1997 — 2000
B.Com (Hons)
St Alban's College
Merrill Lynch June 2000 - Present
Education
University of Kentucky
Business Marketing
Ferguson Enterprises March 2014 - Present
IBM October 2009 - February 2014
Wells Fargo August 2008 - March 2009
Albert Einstein Healthcare Network 2009 - 2009
Indipendence Blue Cross September 2007 - 2008
Merrill Lynch January 2006 - August 2007
3M February 2005 - December 2005
Skills
DB2, Datastage, Oracle, SAP BI, Unix, SAP BW, ABAP, SAP ERP, ETL, Data Warehousing, SAP, Data Modeling, Teradata, Informatica, Business Objects, Data Integration, DataStage
Education
University of Madras 1999 — 2001
Masters, Computers
Certifications
Certified in IBM DataStage v8.0
Pierpont Securities December 2012 - Present
RBS Markets & International Banking May 2012 - December 2012
UBS Investment Bank April 1998 - February 2012
ABN AMRO September 1996 - July 1997
Merrill Lynch April 1996 - September 1996
CIBC 1994 - 1995
Skills
Java, ION Marketview, Trading, Fixed Income, Electronic Trading, Trading Systems
Education
University of Chicago 2009 — 2011
Financial Mathematics
University of Manitoba 1990 — 1994
Bachelor of Commerce (Honours), Finance
SJR
JoynerGroup 2002 - Present
Laudholm Trust 2008 - July 2012
Merrill Lynch 1999 - 2002
Merrill Lynch 1992 - 1999
Monarch Life Insurance 1987 - 1992
Massachusetts Mutual Life Insurance Company 1981 - 1987
Skills
Life Insurance, Strategic Planning, Insurance, Project Management, Strategy, Management, Nonprofits, Product Development, Coaching, Team Building, Risk Management, Marketing, Research, Training, Fundraising, New Business Development, Leadership, Financial Analysis, Public Speaking, Management Consulting, Change Management, Process Improvement, Operations Management, Mergers, Analysis, Vendor Management, Business Strategy, Leadership Development, Organizational..., Business Analysis, Business Process..., Investments, Performance Management, Marketing Strategy, IT Strategy, Cross-functional Team..., Public Relations, Business Process, Talent Management, Advertising, Call Centers, Social Networking, Customer Service, Organizational..., Budgets, Program Management, Start-ups, Team Leadership, Project Planning, Entrepreneurship
Education
University of Maine
BS, Mathematics
TRH South LLC April 2001 - Present
Facility One 2009 - 2011
Merrill Lynch February 1989 - March 2001
Skills
Portfolio Management, Financial Analysis, Commercial Banking, Business Development, Corporate Finance, Due Diligence
Education
University of Kentucky 1979 — 1980
MBA, Finance
University of Kentucky 1974 — 1978
BS, Marketing
Merrill Lynch July 1999 - Present
Education
University of Louisiana at Lafayette
HCSC November 2008 - Present
HCSC November 2006 - November 2014
HCSC January 2009 - October 2014
HCSC November 2006 - October 2014
UPS 2004 - 2006
Bank One 2004 - 2004
Deliotte 2000 - 2004
Merrill Lynch 2000 - 2003
TCS 1997 - 2002
Skills
DB2, Data Warehousing, SDLC, Data Modeling, SQL, IBM Mainframe, Requirements Analysis, MVS, Business Intelligence, Disaster Recovery, Websphere, Databases, Teradata, Business Analysis, Enterprise Architecture, Microsoft SQL Server, Oracle, Unix, Software Project..., DB2 DBA, Data Architecture, PeopleSoft, Peoplesoft HCM Database..., Peoplesoft Financial..., Peoplesoft Portal..., Peoplesoft EDD Database...
Education
University of Madras 1993 — 1997
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Citi March 2012 - Present
Citigroup October 2010 - October 2012
Citigroup December 2009 - September 2010
Merrill Lynch June 2006 - October 2009
HTMT May 2003 - May 2006
Skills
Market Data, Equities, Electronic Trading, Trading Systems, Capital Markets, Derivatives, Prime Brokerage, Unix Shell Scripting, Trading, Equity Derivatives, Fixed Income, Sybase, Options, FX Options, Shell Scripting
Education
University of Madras 1999 — 2002
Bachelor of Commerce
Merrill Lynch July 1979 - Present
Education
University of Kentucky 1975 — 1978
BA, Russian Language and Literature
Goldline Technologies March 2010 - Present
GTS Services 2010 - 2011
GTS Services 2010 - 2011
H10 Capital May 2008 - June 2010
Premera Blue Cross 2008 - 2009
Merrill Lynch 2007 - 2008
iSOFT 2004 - 2007
Skills
Agile Methodologies, Scrum Master, .NET, Windows Azure, C#, SQL Azure, Microsoft SQL Server, SDLC, SQL, ASP.NET, WCF, Requirements Analysis, Visual Studio, Web Services, Software Development, SOA, Software Project..., Scrum, VB.NET, T-SQL, TFS, Integration, Programming, XML, Databases, Crystal Reports, JavaScript, SSRS, ASP.NET MVC, Agile Project Management, ASP, IIS, Enterprise Architecture, LINQ, Web Applications, SSIS, Mobile Applications, Business Intelligence, SharePoint, Oracle, Visual Basic, PL/SQL, Data Warehousing, HTML, C, Visio, Testing
Education
Madras University 2000 — 2004
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
PSBB
alpha matric
Marsh and Mclennan July 2015 - Present
Bank of America March 2010 - July 2015
Thomson Reuters October 2009 - March 2010
ADP April 2009 - October 2009
Merrill Lynch July 2006 - April 2009
Satyam Computers February 2004 - July 2006
Sutherland Global Services June 2003 - February 2004
Aadhityaa Infomedia Systems October 2000 - June 2003
Skills
User Acceptance Testing, Quality Assurance, Software Quality..., Integration, Operating Systems, Windows, VBScript, System Deployment, SCCM, Release Management, Software Deployment, VMware, Active Directory, Windows Server, System Administration, Visio, Disaster Recovery, SharePoint
Education
University of Madras 1997 — 2000
Bachelors of engineering, Mechanical Engineering
USGBC September 2009 - Present
Wal-Mart Stores Inc August 2008 - June 2009
Merrill Lynch September 2007 - July 2008
Starnik Systems April 2007 - August 2007
Quadrant e-Business Services July 2004 - March 2007
Skills
Microsoft SQL Server, .NET, HTML, XML, JavaScript, CSS, ASP.NET, Web Development, Web Services, C#, AJAX
Education
University of Madras 2000 — 2004
Bachelor's, Computer Science
JPMorgan Chase Data ArchitectCiti2012 - 2012
ATT 2007 - 2009
Merrill Lynch 2003 - 2006
TCS 1999 - 2006
Skills
Data Quality, Teradata, Requirements Analysis, SDLC, Business Analysis, Data Modeling, Data Warehousing, Metadata Management, Erwin, Informatica, Requirements Gathering
Education
University of Madras
SEPHORA October 2014 - Present
E*TRADE Financial April 2011 - September 2014
E*TRADE Financial January 2011 - March 2011
Visa January 2007 - December 2010
GMAC Insurance September 2004 - December 2006
Kaiser Permanente March 2004 - September 2004
Kaiser Permanente April 2002 - February 2004
Citi December 2001 - April 2002
Merrill Lynch December 2000 - December 2001
NEC September 2001 - November 2001
Skills
Hibernate, Java, Oracle, JDBC, Servlets, Requirements Analysis, Agile Methodologies, Program Management, Websphere, Ant, Unix, Design Patterns, Subversion, Spring, ClearCase, Software Design, C++ and C, Magic Draw, DB2, PLSQL, Sybase, Agile Methodology, Shell Scripting, IBI Reporting Tool, SQL Loader, Hadoop, Pig, Hive, Spring Framework, SOAP, JPA, SDLC, Web Services
Education
University of Madras
Cognizant March 2015 - Present
Merrill Lynch August 2013 - February 2015
UBS Wealth Management November 2010 - August 2013
AT&T January 2010 - October 2010
Bank of America January 2009 - January 2010
Strate July 2008 - December 2009
Time Inc. April 2007 - June 2008
Farmers Insurance August 2004 - March 2007
Skills
Assembler, DB2, DB2 stored Procedures, IMS, VSAM, COBOL, CICS, REXX, CLIST, TSO, ISPF Dialog Manager, Easytrieve, DYL280, SAS, JAVA, WebSphere MQ, SDLC
Education
University of Madras 2001 — 2004
Bachelor, Computer Application
SSKV Matriculation Higher Secondary School 2000 — 2001
HSC, Commerce, Accounts & Business Mathematics
MGA Group LLC June 2014 - Present
MGA Group LLC August 2013 - June 2014
MGAVC January 2011 - August 2013
Dexia Credit Local March 2010 - January 2011
MGAVC January 2009 - February 2010
Merrill Lynch July 2006 - September 2007
Bank of America August 2005 - January 2006
Skills
Banking, Portfolio Management, Risk Management, Project Finance, Financial Markets, Asset Managment, Fixed Income, Financial Risk, Financial Analysis, Investment Banking, Finance, CRM
Education
York University - Schulich School of Business 2007 — 2008
MBA, Business Administration
University of Manitoba 2006 — 2007
CIM, Management and Administration
University of Toronto at Scarborough 2002 — 2006
Commerce, Strategic Management
Ameriprise Financial Services, Inc. August 2012 - Present
AIG April 2006 - August 2012
Merrill Lynch September 2001 - March 2006
1800flowers.com May 1997 - August 2001
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Requirements Analysis, PMO, PMP, IT Strategy, Project Portfolio..., Data Warehousing, Project Management, Risk Management
Education
University of Madras 1990 — 1994
Bachelor of Engineering (B.E.), Computer Science
TMFS January 2012 - Present
Merrill Lynch December 2009 - January 2012
Mile End Capital Mgmt LLC March 2004 - November 2009
Skills
Asset Allocation, Wealth Management, Series 7, Investment Advisory, ETFs, Alternative Investments, Equities, Bonds, Portfolio Management, Investments, Fixed Income, Mutual Funds, Asset Managment, Retirement Planning, Options, Equity Research, Securities, Series 65
Education
University of London 1979 — 1982
Bsc, Economics
Educational Commission for Foreign Medical Graduates (ECFMG) April 2014 - April 2014
Siemens Healthcare February 2014 - March 2014
MedAssets December 2013 - December 2013
BMO Financial Group February 2013 - November 2013
Citi October 2011 - October 2012
Deutsche Bank November 2010 - March 2012
TSYS May 2011 - July 2011
Deutsche Bank August 2010 - October 2010
Geisinger Health System April 2010 - May 2010
Merrill Lynch November 2009 - December 2009
Skills
EAI, Business Process Design, TIBCO iProcess, TIBCO, BPMN, Business Analysis, Process Analysis, Solution Architecture, SOA, Oracle, Requirements Analysis, TIBCO ActiveMatrix BPM, TIBCO iProcess Suite, Integration, Business Process..., Unix, Business Process, ESB, Middleware, Solaris, Enterprise Software, TIBCO EMS, HTML5, CSS3, Ruby on Rails, Javascript, Object Oriented..., Unobtrusive Javascript, Object Oriented Design, Bootstrap, Backbone.js, CoffeeScript, Sinatra, Bourbon, SASS
Education
NYCDA 2015 — 2015
Web Development Intensive
University of Natal 1999 — 2000
Bachelor of Science (Honours), Computer Science
University of Natal 1991 — 1997
Bachelor of Science, Computer Science and Statistics
Northbury Park Secondary
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch June 2009 - August 2014
Merrill Lynch April 2005 - March 2009
Tech Mahindra (formerly Mahindra Satyam) September 1998 - April 2005
Advanced Technology Labs July 1998 - September 1999
Compact Services April 1994 - April 1998
Hindustan Fasteners March 1991 - May 1994
Sri Rama Tax Aids Pvt Ltd September 1988 - April 1991
Skills
SDLC, .NET, Software Project..., Project Management, Team Leadership, Vendor Management, Web Services, Agile Methodologies, Database Design, C#, Business Intelligence, Process Improvement, Agile Project Management, IIS, Requirements Analysis, Web Analytics, Web Operations, ASP.NET MVC, WCF, Incident Management, Problem Management, Application Monitoring, Stability, Application Support, Splunk, Gomez, Oracle, Business Analysis, Financial Accounting, Financial Planning, Central Excise, Metrics Driven, Risk Compliance, Operation Efficiencies, Information Security, Business Process..., Business Continuity, LINQ, Business Relationship..., Application Architecture, ITIL Process, Vendor Contracts, Integration, Enterprise Architecture, IT Strategy, Software Development, Program Management, Business Analytics, Dynatrace
Education
University of Madras
Master's Degree, Commerce
Direct Energy June 2013 - May 2015
Direct Energy October 2007 - May 2013
Vector Systems Inc March 2007 - October 2007
Merrill Lynch June 2004 - December 2006
Merck January 2002 - January 2004
Prudential Financial December 1999 - December 2001
IBIS October 1999 - December 1999
3rd Agenda June 1998 - July 1999
IGENESIS May 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Process..., Energy, Business Process, Data Analysis, Integration, Business Intelligence, Operations Management
Education
University of Madras 1993 — 1997
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Barcelona Spain July 2012 - Present
Raymond James Financial Inc. September 2010 - May 2012
Jefferies June 2008 - August 2010
J.P. Morgan March 2006 - June 2008
HSBC Global Banking and Markets April 2005 - March 2006
Merrill Lynch April 1994 - April 2005
Skills
Series 7, Series 63, Series 24, series 3, series 55
Education
University of Limerick
Public Administration
Merrill Lynch September 2003 - Present
Skills
Financial Services, Wealth Management, Series 7, Series 66, Series 9, Series 10, Investments, Banking, Risk Management, Equities, Asset Management, Credit
Education
Vermilion Catholic High School 1985 — 1989
University of Louisiana at Lafayette
Ticor Title July 2012 - Present
Merrill Lynch January 2007 - January 2008
2000 January 2001 - December 2006
Skills
Sales Management, Consultative Sales..., Business Development, Small Business, Sales Operations
Education
University of La Verne 1984 — 1989
Bachelor of Science, Accounting and Finance
Self Employed 2012 - Present
Alaska Airlines 2010 - 2012
Merrill Lynch 2006 - 2010
thePlatform 2003 - 2006
Infosys 1999 - 2003
Education
University of Pondicherry 1997 — 1999
Master's degree, Engineering
University of Madras 1993 — 1997
Bachelor of Engineering (B.E.)
Essent Guaranty, Inc. May 2015 - Present
Stonegate Mortgage Corporation December 2012 - April 2015
Home Bank June 2012 - October 2012
Merrill Lynch March 2010 - May 2012
Wells Fargo Home Mortgage May 2004 - March 2010
Washington Mutual (acquired North American Mortgage Company) September 1996 - April 2004
Chase Manhattan Mortgage (acquired Troy & Nichols) September 1983 - September 1996
Skills
Mortgage Lending, Mortgage Banking, FHA financing, VA loans, Underwriting, Mortgage Underwriting, Loans, Finance, Investment Properties, FHA, Loan Origination, Residential Mortgages, Refinance, Credit, Credit Analysis, USDA, Mortgage Marketing, FHA Financing, VA Loans
Education
University of Louisiana at Lafayette
Bachelor of Business Administration (B.B.A.), Marketing
Bank of America 2013 - 2014
Merrill Lynch October 2009 - July 2013
Skills
Account Management, Accounting, Testing, Office Administration, Office Management
Education
University of Madras
Bachelor of Banking Management, Banking and Financial Support Services
Merrill Lynch August 2013 - Present
Skills
Organizational..., Teamwork, Public Speaking, Team Management, Microsoft Office, Program Facilitation, Program Coordination, Customer Service, Time Management, Microsoft Excel, Microsoft Word
Education
University of Louisiana at Lafayette 2010 — 2015
Sports Management