Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Jordan Summerfield Jordan Summerfield Owings Mills, Maryland Details
Jordan Summerfield's Merrill Lynch Experience June 2015 - Present
Job Student at University of Maryland College Park
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
University of Maryland  August 2014 - December 2014
Acme Paper and Supply Company  June 2014 - September 2014
LifeBridge Health  June 2013 - August 2013
The Circle of Jewish Life, LLC   January 2009 - May 2013
Camps Airy & Louise  June 2012 - August 2012

Skills
Leadership, Finance, Accounting, Advertising Sales, Public Speaking, Customer Service, Leadership Studies, Accounts Receivable, Teamwork, Social Networking, Management, Event Planning, Data Analysis, Facebook, Financial Analysis, Time Management, Marketing

Education
University of Maryland College Park   2013 — 2016
Finance, General

University of Maryland College Park   2012 — 2016
Business, Finance, Sophomore

Bill Horton Bill Horton Overland Park, Kansas Details
Bill Horton's Merrill Lynch Experience December 1980 - May 1985
Job Sales/Sales ManagementInvestment Sales Relationship Management Business Development Project MgmtFund Raising
Industry Investment Management
Experience
Sales,Fund-raising, Relationship Management, Business Development   January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund   August 2011 - January 2013
American Century Investments  March 2003 - July 2008
J. Stephan & Company   February 1996 - March 2003
America First Investment Advisors, LLC   1993 - 1995
PaineWebber  1989 - 1993
Drexel Burnham Lambert  1986 - 1989
E.F. Hutton   1985 - 1986
Merrill Lynch   December 1980 - May 1985

Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership

Education
University of Maryland BS Finance , Webster University MA Marketing   1977 — 1982
Bachelor’s Degree, Accounting and Finance

University of Maryland College Park   1977 — 1981
BS, Finance

Webster University   1987 — 1988
MA, Marketing/Marketing Management, General

Simone Lee Simone Lee Bridgewater, New Jersey Details
Simone Lee's Merrill Lynch Experience May 2011 - August 2011
Job MTS IIT Project Manager at Verizon
Industry
Experience
Verizon  July 2015 - Present
JAG Professional Resources   May 2014 - June 2015
Multicultural Involvement and Community Advocacy   January 2013 - May 2015
Alcatel-Lucent  June 2013 - August 2013
Alcatel-Lucent  June 2012 - August 2012
Merrill Lynch   May 2011 - August 2011

Skills
Microsoft Applications, Project Management, Telemarketing, Communication, Public Speaking, Refereeing, Wireless, Microsoft Excel, Time Management, Tutoring, Event Planning, Mathematics, Community Outreach, Customer Satisfaction, Product Management, Sales, Microsoft Office, Microsoft Word, Leadership, Social Media

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Mathematics

Bridgewater-Raritan Regional High School   2007 — 2011

Andy Colyer Andy Colyer San Diego, California Details
Andy Colyer's Merrill Lynch Experience 1999 - 2001
Job Principal at The Ithaka Group
Industry Investment Management
Experience
The Ithaka Group   2008 - Present
Sands Capital Management  2004 - 2007
Merrill Lynch   1999 - 2001
Lehman Brothers  1994 - 1999
PwC  1989 - 1992

Skills
Chartered Financial..., Certified Public..., Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Due Diligence, Financial Analysis, Strategic Financial..., Equity Valuation

Education
Darden Graduate School of Business Administration   1992 — 1994
MBA

University of Maryland Baltimore County   1985 — 1989
BS, Economics

Calvert Hall   1981 — 1984

Rashi Kaur Rashi Kaur Washington D.C. Metro Area Details
Rashi Kaur's Merrill Lynch Experience September 2007 - January 2009
Job Financial/ Private Wealth Adviser
Industry Financial Services
Experience
PNC  October 2014 - Present
SunTrust Bank  February 2008 - November 2012
Merrill Lynch   September 2007 - January 2009

Education
University of Maryland Baltimore County   2003 — 2007
Bachelor of Science (BS), Finance, Economics

Gary Vogel Gary Vogel Berwyn, Pennsylvania Details
Gary Vogel's Merrill Lynch Experience December 1990 - September 1997
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2004 - Present
Morgan Stanley  September 1997 - February 2004
Merrill Lynch   December 1990 - September 1997

Education
University of Maryland College Park
Bachelor of Science (B.S.)

Derek Schwartz Derek Schwartz Washington D.C. Metro Area Details
Derek Schwartz's Merrill Lynch Experience February 2009 - May 2009
Job Business Manager, Branded Card Digital Acquisitions
Industry Financial Services
Experience
Capital One  August 2015 - Present
Capital One  January 2015 - Present
Capital One  November 2012 - January 2015
Capital One  October 2011 - November 2012
comScore, Inc.   August 2010 - October 2011
comScore, Inc.   August 2009 - August 2010
Merrill Lynch   February 2009 - May 2009
MGM Resorts International  May 2008 - August 2008
eBay  October 2003 - October 2005

Skills
Data Analysis, Web Analytics, Analytics, Market Research, Data Mining, Management, Business Analysis, Strategy, Tableau, Digital Marketing, Digital Analytics, Digital Strategy, Microsoft Excel, SQL, Statistics, Microsoft SQL Server, Training, Predictive Modeling, Statistical Modeling, SEO, Business Analytics, Teradata, Microsoft Office, Data Visualization, Quality Assurance, Business Intelligence, Segmentation, Multi Tasking, SQL Server, PowerPoint, Marketing Analytics, Data Warehousing, Big Data, Testing, Credit Cards, Adobe Analytics, Databases, Social Media

Education
University of Maryland College Park   2007 — 2009
BA, Economics & Statistics, 3.95

Erik Carey Erik Carey Washington D.C. Metro Area Details
Erik Carey's Merrill Lynch Experience 1992 - 1994
Job Managing Director at ZANE Development Company
Industry Real Estate
Experience
ZANE Development Company   January 2001 - Present
Merrill Lynch   1992 - 1994

Skills
Property Management, Construction Management, Financial Advisory, Real Estate Finance, Real Estate Investment, Apartments, Real Estate Transactions, Investors, Investment Properties, Real Estate, Investments, Valuation, Dispositions, REO, Land, Asset, Real Estate Development, Asset Management, Construction, Financial Analysis, Land Acquisition, Investment Banking, Funding, Negotiation, Commercial Mortgages, Real Estate Financing, Brokerage, Real Estate Economics, Due Diligence, Commercial Real Estate, Finance, Asset Managment, Loans, Disposition, Mortgage Lending, Property, International Real..., Financial Structuring

Education
University of Maryland College Park   1988 — 1992
Bachelor's of Arts, International Economics

St. John DeMatha High School

St. John DeMatha High School

St. John DeMatha High School

Chris Havener Chris Havener Washington D.C. Metro Area Details
Chris Havener's Merrill Lynch Experience January 2003 - January 2008
Job Chief Operating Officer and Chairman of the Board
Industry Financial Services
Experience
Wells Farmily Farms   June 2013 - Present
Mosaic Investment Partners   May 2012 - June 2013
Royal Oak Capital Management   January 2008 - April 2012
Merrill Lynch   January 2003 - January 2008
Credit Suisse First Boston  May 1998 - February 2003
Alex. Brown & Sons   May 1988 - June 1999

Skills
Capital Markets, Equities, Hedge Funds, Private Equity, Venture Capital, Fixed Income, Financial Markets, FX Options, Foreign Exchange, Options, Bloomberg, Currency, Private Placements, Derivatives, Equity Trading, Bonds, Financial Risk, Asset Management, Series 7, Portfolio Management, Alternative Investments, Investment Management, Investment Banking, Securities, Investment Strategies, Series 63, Investments, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Valuation, Entrepreneurship, Finance

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics/History

Universy of Denver

Universy of Denver

Klara Akromova Klara Akromova Washington D.C. Metro Area Details
Klara Akromova's Merrill Lynch Experience July 2012 - August 2012
Job Student at Robert H. Smith School of Business at University of Maryland College Park
Industry Accounting
Experience
University of Maryland  March 2013 - Present
Merrill Lynch   July 2012 - August 2012
Maryland State Senate Campaign   June 2010 - September 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Statistics, Spanish, Financial Analysis, Social Networking, Research

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Jason Kutner Jason Kutner Greater New York City Area Details
Jason Kutner's Merrill Lynch Experience June 2008 - August 2008
Job Private Client Banker at J.P.Morgan Chase Bank
Industry Financial Services
Experience
J.P.Morgan Chase Bank   October 2012 - Present
J.P.Morgan Chase Bank   August 2011 - September 2012
AXA Advisors, LLC  July 2010 - July 2011
Biskup, Lewin & Bravo, CPA's   June 2009 - August 2009
Merrill Lynch   June 2008 - August 2008

Education
University of Maryland - Robert H. Smith School of Business   2006 — 2010
Bachelor of Science, Accounting, 3.7GPA

University of Sydney

William Pugh William Pugh Salem, Oregon Details
William Pugh's Merrill Lynch Experience October 2012 - March 2013
Job Vice President for Advancement
Industry Higher Education
Experience
Corban University  December 2014 - Present
Intelyx   April 2013 - November 2014
Merrill Lynch   October 2012 - March 2013
FamilyLife  July 2010 - August 2012
Have Your Way Publishing   September 2008 - June 2010
Athletes in Action  August 1984 - July 2008

Skills
Strategic Planning, Donor Relations, Capital Campaign, Training Staff, Financial Reporting, Construction Management, Entrepreneur, Community Relations, Visionary, Strategic Financial..., Fundraising, Team Building, Coaching, Public Speaking, Christian Ministry, Employee Training, Entrepreneurship, Capital Campaign..., Nonprofits, Program Management, Community Development, Volunteer Management, Community Outreach, Sales, Leadership Development, Budgets, Small Business, Analytics, Start-ups, Team Leadership, Social Networking, Organizational..., Networking, Marketing, Event Planning, Data Analysis, Marketing Strategy, Time Management, Public Relations, Business Development, Strategy, Event Management, Social Media, Social Media Marketing, New Business Development, SaaS, Marketing Communications, Account Management, Online Marketing, Conflict Resolution

Education
Ashland Seminary   1994 — 1997
Master's degree, Theology/Theological Studies, with Honors

Univeristy of Cincinnati   1982 — 1984
Bachelor's degree, General Studies

University of Maryland College Park   1979 — 1981
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Sandye Taylor Sandye Taylor New York, New York Details
Sandye Taylor's Merrill Lynch Experience 2006 - 2008
Job Senior Vice President, Diversity & Inclusion at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2010 - Present
Bank of America Merrill Lynch  2008 - 2010
Merrill Lynch   2006 - 2008
Merrill Lynch   2003 - 2006
Telcordia Technologies  2000 - 2003
Taylor Law Office  1997 - 2000
Legal Services for Union 32B-J   1989 - 1997
Brown & Wood  1988 - 1989

Skills
Cross-functional Team..., Financial Services, Change Management, Strategic Planning, Leadership, Management, Process Improvement, Mergers & Acquisitions, Negotiation, Strategy, Finance, Business Planning, Business Strategy, Program Management, Leadership Development, Procurement, Mergers, Analysis, Consulting, Diversity, Talent Management

Education
University of Maryland School of Law   1984 — 1987
Doctor of Law (JD)

University of Maryland College Park   1980 — 1984
Bachelor's degree

Anthony Quarato Anthony Quarato Greater New York City Area Details
Anthony Quarato's Merrill Lynch Experience October 2014 - June 2015
Job Series 7 licensed
Industry Financial Services
Experience
Merrill Lynch   October 2014 - June 2015
Reynolds Painting Group   November 2012 - August 2013
Structure Tone  2011 - 2012

Skills
Microsoft Office, Management, Social Media, Customer Service, Research, Project Management, Leadership, Microsoft Excel, Public Speaking, Team Building

Education
University of Maryland Baltimore County   2006 — 2010
Bachelor of Arts (B.A.), Economics

BJ Velez BJ Velez Raleigh-Durham, North Carolina Area Details
BJ Velez's Merrill Lynch Experience August 2000 - February 2001
Job Systems Engineer at CommVault
Industry Computer Software
Experience
CommVault  September 2012 - Present
EMC  February 2012 - September 2012
Symantec Corporation  December 2010 - February 2012
Iron Mountain  2009 - December 2010
Consonus Technologies, Inc.   July 2008 - July 2009
Symantec  June 2005 - June 2008
FileNet  February 2001 - June 2005
Merrill Lynch   August 2000 - February 2001
OTG Software  February 1998 - August 2000

Skills
Enterprise Content..., Document Management, Enterprise Storage, Records Management, Email Archiving, Business Process..., Management, Web Content Management, Storage, Enterprise Software, Cloud Computing, SaaS, Virtualization, Disaster Recovery, Solution Selling, NetApp, Troubleshooting, Software Industry, CRM, Storage Area Networks, Security, Hardware, Data Center, Storage Management, Pre-sales, Strategy, Storage Solutions, Solution Architecture, Sales Enablement, Integration, Telecommunications, Managed Services, Sales Operations, NAS, Channel Partners, IT Service Management, High Availability, Account Management, Enterprise Architecture, SAN, Storage Virtualization, Business Continuity, Professional Services, VMware, Netbackup, Backup Solutions, VDI, Storage Architecture, Solaris, Servers

Education
University of Maryland College Park   1993 — 1995
General Studies

Donald Stevens Donald Stevens Greater Los Angeles Area Details
Donald Stevens's Merrill Lynch Experience October 1990 - February 2004
Job Senior Vice President Finance and Operations, Pacific Resources Benefits Advisors, LLC
Industry Insurance
Experience
Pacific Resources  June 2009 - Present
Countrywide Financial Corporation  August 2004 - March 2009
Merrill Lynch   October 1990 - February 2004
Sinelli & Associates   2004 - 2004
Lifeshares Group, Inc.   February 1983 - October 1990

Skills
Risk Management, Banking, Strategic Financial..., Finance, Analysis, Financial Reporting, Accounting, Corporate Finance, Budgets, Financial Services, Insurance, Strategic Planning, Analytics, SEC filings, Financial Modeling, Process Improvement, Employee Benefits

Education
University of Maryland College Park   1978 — 1982
Bachelor of Science, Accounting

Hannah Kravis Hannah Kravis New York, New York Details
Hannah Kravis's Merrill Lynch Experience May 2011 - July 2011
Job Junior Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC  November 2014 - Present
IBM  August 2013 - October 2014
Fannie Mae  June 2012 - August 2012
Merrill Lynch   May 2011 - July 2011

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science, Finance & Bachelor of Arts, Japanese

Solomon Schechter Day School/Golda Och Academy   2002 — 2009

David Bremen David Bremen Charlotte, North Carolina Details
David Bremen's Merrill Lynch Experience January 2008 - July 2010
Job Bank of America Compliance
Industry Financial Services
Experience
Bank of America  August 2014 - Present
Bank of America Merrill Lynch  July 2010 - August 2014
Merrill Lynch   January 2008 - July 2010

Skills
Series 7, Securities, Fixed Income, Investments, Mutual Funds, Leadership

Education
University of Maryland College Park   1999 — 2003
BA, Finance

Vincent Comunale Vincent Comunale Greater New York City Area Details
Vincent Comunale's Merrill Lynch Experience August 2004 - September 2005
Job Wine and Beverage Manager for Harvest Restaurant Group
Industry Hospitality
Experience
Harvest Restaurant Group  December 2010 - Present
Harvest Restaurant Group  May 2011 - June 2014
Harvest Restaurant Group  December 2008 - May 2011
Terramomo Restaurant Group   November 2006 - November 2008
Merrill Lynch   August 2004 - September 2005
Sierra Club  May 2002 - August 2002

Skills
Multi Tasking, Time Management, Customer Service, Training, Human Resources, Hospitality, Invoicing, Leadership, Negotiation, Problem Solving, Team Building, Team Management, Management, Marketing, Budgets, Food, Wine, Food, Potatoes, Swag

Education
Wine & Spirit Education Trust   2012 — 2012
Intermediate Certificate, With Distinction

New Jersey Restaurant Association   2005 — 2005
Serv Safe Food Handlers Certificate, Hospitality Administration/Management

University of Maryland College Park   1999 — 2004
BS, Governement, Negotiations

Hillsborough High School   1994 — 1998
HS Diploma

Jack Levengard Jack Levengard Washington D.C. Metro Area Details
Jack Levengard's Merrill Lynch Experience 1990 - September 1993
Job Senior Relationship Manager at Leadership Directories, Inc.
Industry Information Services
Experience
Leadership Directories, Inc.   July 2013 - Present
LexisNexis  February 2000 - June 2013
LexisNexis  September 1993 - February 2000
Merrill Lynch   1990 - September 1993

Skills
SaaS, Account Management, Solution Selling, Salesforce.com, Lead Generation, Sales Process, Enterprise Software, Strategic Partnerships, Professional Services, Cloud Computing, Direct Sales, Business Development, Selling, Cold Calling, B2B, CRM, Product Management, New Business Development, Sales Operations, Sales, Business Intelligence, Sales Presentations, Leadership, Competitive Analysis

Education
University of Maryland College Park   1980 — 1985
BS, Computer Science

Virginia Commonwealth University   1985 — 1987
MBA, Business Administration

Ben Block Ben Block New York, New York Details
Ben Block's Merrill Lynch Experience July 2002 - March 2005
Job US Sales at Algomi Ltd
Industry Financial Services
Experience
Algomi Ltd   April 2014 - Present
BGC Partners  April 2011 - April 2014
Tullett Prebon  April 2010 - April 2011
Yodle  February 2009 - March 2010
Fortress Investment Group  March 2005 - March 2009
Merrill Lynch   July 2002 - March 2005
Merrill Lynch   June 2001 - August 2001

Skills
Business Development, CRM, Global Macro, Hedge Funds, Microsoft Excel, Operations Management, Prime Brokerage, Rates, RMBS, Specified Pools, SEM, SEO, Trade Shows, Investor Relations, Sales, Fixed Income, Bloomberg, Derivatives, Bonds, Options, Equities, Residential Mortgages, MBS, Alternative Investments, Series 7

Education
University of Maryland - Robert H. Smith School of Business   1998 — 2002
Bachelor of Science, Finance, General

James Johnson James Johnson Greater Philadelphia Area Details
James Johnson's Merrill Lynch Experience 1992 - 1996
Job Vice President and Chief Information Officer at Carpenter Technology
Industry Mining & Metals
Experience
Carpenter Technology  June 2013 - Present
Tech Impact  2012 - Present
Styron LLC  December 2010 - May 2013
Performance Fibers  May 2006 - December 2010
Honeywell  2004 - 2006
Honeywell International  2003 - 2004
Honeywell  2002 - 2003
Honeywell  2000 - 2002
Renaissance Worldwide  June 1998 - February 2000
Merrill Lynch   1992 - 1996

Skills
Process Improvement, IT Strategy, Acquisition Integration, Leadership, Management, Business Strategy, Cross-functional Team..., Strategy, Change Management, Business Process..., Executive Management, Mergers & Acquisitions, Budgets, Business Analysis, SAP, ERP, Outsourcing, Integration, Business Intelligence, Vendor Management, IT Management, Manufacturing, Business Process, Global Human Resources..., Information Technology, Management Consulting, Process Engineering, Program Management, Six Sigma, Analysis, Supply Chain, Project Management, Strategic Planning, Project Portfolio...

Education
University of Maryland - Robert H. Smith School of Business   1996 — 1998
MBA, Marketing and Strategic Management

University of Virginia   1988 — 1992
BA, Economics

Seton Hall Preparatory School

Maribeth Carroll Maribeth Carroll Greater New York City Area Details
Maribeth Carroll's Merrill Lynch Experience 1995 - 2000
Job Director Human Resources at BlackRock
Industry Financial Services
Experience
BlackRock  July 2015 - Present
Acumen Fund  April 2012 - June 2015
Guy Carpenter  April 2011 - March 2012
Grameen Foundation  November 2010 - June 2011
Morgan Stanley  2000 - 2010
Merrill Lynch   1995 - 2000

Skills
Negotiation, Talent Management, Human Resources, Organizational Design, Recruiting, Employee Relations, Personnel Management, Process Improvement, Performance Management, Program Management, Project Management, Succession Planning, Business Strategy, College Recruiting, Management

Education
University of Maryland College Park   1991 — 1995
Bachelor of Arts, Journalism

Kent Place School   1987 — 1991

Carol Gitto, MBA Carol Gitto, MBA Topeka, Kansas Area Details
Carol Gitto, MBA's Merrill Lynch Experience 1995 - 1999
Job Director, Comprehensive Cancer Center at St. Francis Health Center
Industry Hospital & Health Care
Experience
Self Employed - Healthcare Business Consulting   September 2014 - Present
St. Francis Health Center  November 2010 - September 2014
Precise Clinical Research Solutions   August 2008 - February 2012
Midwest Radiology Institute/Rejuvenate Medical Spa   2007 - 2010
Pulmonary & Sleep Associates/Veritas Clinical Research   2004 - 2007
Edward Jones  2001 - 2004
Merrill Lynch   1995 - 1999

Skills
Healthcare, Healthcare Management, Clinical Research, Hospitals, Healthcare Information..., Strategic Planning, Leadership, Management, Customer Service, Team Building

Education
Washburn University   2009 — 2011
MBA

University of Maryland College Park
Bachelor's Degree, Finance

Dov Litov Dov Litov Tampa/St. Petersburg, Florida Area Details
Dov Litov's Merrill Lynch Experience September 2003 - July 2009
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  July 2009 - Present
Merrill Lynch   September 2003 - July 2009

Education
University of Maryland College Park

Michael Scillia Michael Scillia Miami/Fort Lauderdale Area Details
Michael Scillia's Merrill Lynch Experience January 1974 - April 1992
Job Chairman, ASG Securities, Inc., Member FINRA, NIBA, FSX, SIPC, REISA
Industry Financial Services
Experience
ASG Securities, Inc.   July 2003 - Present
National Investment Banking Association   1992 - 2011
FINRA Member Board   1995 - 1998
Merrill Lynch   January 1974 - April 1992

Skills
Corporate Finance, Mergers, Finance, Venture Capital, Start-ups, Investment Banking, IPO, Equities, Capital Markets, Financial Structuring, Securities, Private Placements, Mergers & Acquisitions, Investor Relations, Alternative Investments, Funding, Investments, FINRA, Mutual Funds, Private Equity, Corporate Law, Strategy, Credit, Due Diligence, Financial Services, Restructuring, Hedge Funds, Sales, Management, Financial Advisory, Marketing

Education
University of Maryland College Park   1966 — 1970
Bachelor of Arts (B.A.)

Ron Roistacher Ron Roistacher Virginia Beach, Virginia Details
Ron Roistacher's Merrill Lynch Experience July 1985 - August 1986
Job Vice President of Credit at Haynes/The Dump Furniture Company
Industry Retail
Experience
Haynes/The Dump Furniture Co.   October 1986 - Present
Merrill Lynch   July 1985 - August 1986

Skills
Forecasting, Customer Service, Sales Management, Income Statement, Team Building, Strategic Planning, Account Management, Leadership, Inventory Control, Selling, Visual Merchandising, Customer Satisfaction, Team Leadership, Finance, Profit, Management, Training, Marketing Strategy, Marketing, P&L Management, Cold Calling, Sourcing, Outlook, Business Planning, Retail, Risk Management, Store Management, PowerPoint, Financial Analysis, Time Management, Business Process..., Financial Modeling, Product Development, Sales Operations, Strategy, Accounting, Competitive Analysis, Purchasing, Negotiation, Sales, Operations Management, Contract Negotiation, Restructuring, Logistics, Budgets, Cross-functional Team..., Inventory Management, Merchandising, Pricing, Microsoft Excel

Education
University of Maryland College Park   1981 — 1985
BS Finance, Finance

Jake Ruben Jake Ruben Washington D.C. Metro Area Details
Jake Ruben's Merrill Lynch Experience May 2012 - August 2012
Job Advisor at Cresa
Industry Commercial Real Estate
Experience
Cresa  July 2014 - Present
Cresa  June 2013 - April 2014
Merrill Lynch   May 2012 - August 2012

Skills
Valuation, Financial Analysis, Market Research, Real Estate Economics, Portfolio Management, Market Analysis, Financial Modeling, Economics, Commercial Real Estate, Due Diligence, Asset Management, Investments, Corporate Real Estate, Microsoft Word, PowerPoint, Leadership

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2014
Business Administration and Management, General

Jamie Dahl Jamie Dahl Washington D.C. Metro Area Details
Jamie Dahl's Merrill Lynch Experience May 2013 - August 2013
Job Financial Analyst I at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  August 2015 - Present
Honors College, University of Maryland   August 2013 - December 2014
Fannie Mae  June 2014 - August 2014
Merrill Lynch   May 2013 - August 2013
Department of Resident Life at University of Maryland, College Park   August 2012 - May 2013
Panera Bread  April 2010 - June 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Social Media, Event Planning, Marketing, Facebook, Time Management, Social Networking, Retail, Outlook

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Patterson Mill High School   2007 — 2011

University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Accounting and Finance

Matthew Wolff Matthew Wolff Livingston, New Jersey Details
Matthew Wolff's Merrill Lynch Experience June 2013 - August 2014
Job Financial Advisor Trainee at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2013 - August 2014
Greenberg & Co. CPA's   June 2012 - August 2012
Cedar Hill Golf and Country Club  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Finance, Research, Social Networking, Teamwork, Facebook

Education
University of Maryland College Park   2011 — 2015
Bachelor's degree, Finance, General

Gerald H Inman Sr. Gerald H Inman Sr. Pomona, New York Details
Gerald H Inman Sr.'s Merrill Lynch Experience May 1980 - September 2010
Job Investment Advisor
Industry Financial Services
Experience
GHI, Inc.   January 2014 - Present
GaryGoldberg   November 2010 - March 2012
Merrill Lynch   May 1980 - September 2010

Skills
Holds the following..., Asset Allocation, Finance, Insurance, Investments, Life Insurance, Program Management, Portfolio Management, Retirement Planning, Series 7, Public Speaking

Education
University of Maryland College Park   1974 — 1977
Bachelor of Arts (BA), COMMUNICATION/BUSINESS

FORT SCOTT COMMUNITY COLLEGE, FORT SCOTT KANSAS   1972 — 1973

Aidan Reilly-Seivert Aidan Reilly-Seivert Columbia, Maryland Details
Aidan Reilly-Seivert's Merrill Lynch Experience April 2006 - September 2006
Job Director of Product Development/Project Management at Folio Investing
Industry Financial Services
Experience
Folio Investing  February 2015 - Present
Folio Investing  December 2013 - February 2015
AXA Advisors  June 2013 - December 2013
JHR Baltimore   January 2011 - June 2013
Merrill Lynch   April 2006 - September 2006

Skills
Project Management, Product Development, SaaS, Business Analysis, Financial Analysis, SQL, Risk Management, Securities, Investments, Mutual Funds, Series 7, Salesforce.com, Financial Services, IT Solutions, Equities, Asset Allocation, Wealth Management, Retirement Planning

Education
University of Maryland Baltimore County
Bachelor of Science (BS), Accounting and Finance

River Hill High School   2000 — 2004

Jonathon Leib Jonathon Leib Greater Boston Area Details
Jonathon Leib's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
Morgan Stanley Smith Barney  2010 - 2011
ADELPHIA MORTGAGE, LLC   August 2004 - August 2010
HOME EQUITY MORTGAGE CORP   May 2002 - August 2004

Education
University of Maryland College Park   1997 — 2001
bachelor of arts, communication

Wendy Strober Wendy Strober Greater New York City Area Details
Wendy Strober's Merrill Lynch Experience June 1989 - June 1992
Job Administrative Assistant, Chubb & Son Insurance
Industry Insurance
Experience
Chubb and Son  January 2011 - Present
Merrill Lynch   June 1989 - June 1992
Prudential-Bache Securities  June 1988 - June 1989

Skills
Administrative Support, Microsoft Office, Scheduling, Budgeting, Invoicing, Excel, Event Management, Word, PowerPoint, Outlook, Customer Service, Office Management, Confidentiality, Planning, Payroll

Education
University of Maryland College Park   1983 — 1987
Bachelor, Business/Education

Jennifer Reed Jennifer Reed Greater Detroit Area Details
Jennifer Reed's Merrill Lynch Experience August 2004 - September 2005
Job Director of Product Management at Novetta Solutions
Industry Computer Software
Experience
Novetta Solutions  September 2013 - Present
IBM  March 2006 - September 2013
Crucial Security  September 2005 - February 2006
Merrill Lynch   August 2004 - September 2005
BAE SystemsTy   December 2003 - August 2004
Bank One  August 2002 - December 2003
Morgan Stanley  March 2001 - August 2002
Sengen  June 2000 - March 2001
US Marine Corps  July 1995 - July 2000

Skills
Unix, Perl, Databases, Integration, Software Development, SQL, Data Center, Enterprise Architecture, Management, Leadership, Enterprise Software, Analysis, Servers, Oracle, Product Management, System Administration, Architecture, Web Applications, Network Security, Requirements Analysis, Architectures, Cloud Computing, Project Management, SaaS

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2010
MBA, Strategy, Marketing

University of Phoenix   2000 — 2003
BS, Information Technology

Dave Floyd Dave Floyd Greater New York City Area Details
Dave Floyd's Merrill Lynch Experience 1996 - 2005
Job Principal at Rhodes Associates
Industry Real Estate
Experience
Rhodes Associates  June 2015 - Present
Town of Westport - Representative Town Meeting   December 2011 - Present
Keller Augusta Partners  October 2013 - June 2015
Summer Street Advisors, LLC  January 2013 - October 2013
Concord Realty, LLC   2009 - December 2012
ARCH REsource, LLC   May 2009 - July 2011
Apollo Real Estate Advisors  June 2008 - December 2008
NewStar Financial  December 2007 - January 2008
New City Corporation   2005 - 2007
merrill lynch   1996 - 2005

Skills
Investment Properties, Real Estate Development, Investments, Real Estate Economics, Real Estate, Asset Managment, Finance, Asset Management, Portfolio Management, Due Diligence, Underwriting, Commercial Real Estate, Valuation, Investors, Softball, Loans, CMBS, Management, Acquisitions, Credit Analysis, Financial Structuring

Education
University of Maryland College Park   1983 — 1987
BS, Accounting

Robert (Ali) Virden Robert (Ali) Virden Washington D.C. Metro Area Details
Robert (Ali) Virden's Merrill Lynch Experience 1987 - 1991
Job Investment Specialist / Investment Advisor Rep. / Financial Services Rep. at Crescent Financial, an Office of MetLife
Industry Financial Services
Experience
CRESCENT FINANCIAL, an Office of MetLife   January 2009 - Present
Crescent Financial LLC   2008 - January 2009
Saturna Capital Corporation  2006 - 2008
Merrill Lynch Private Client Group  2005 - 2006
UBS Wealth Management  2004 - 2005
Legg Mason  1999 - 2003
Smith Barney  1993 - 1999
Smith Barney  1991 - 1993
Merrill Lynch   1987 - 1991

Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory

Education
The American College of Financial Services   2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation

University of Maryland College Park   1983 — 1987
BS, Finance, (English minor)

Christopher Clemons Christopher Clemons Baltimore, Maryland Area Details
Christopher Clemons's Merrill Lynch Experience 2003 - 2004
Job Vice President Lending at Damascus Community Bank
Industry Banking
Experience
Damascus Community Bank  December 2013 - Present
Mount St. Mary's University   November 2012 - Present
Damascus Community Bank  January 2011 - December 2013
Frederick Community College  January 2012 - May 2013
Damascus Community Bank  May 2006 - January 2011
Damascus Community Bank  May 2004 - May 2006
Damascus Community Bank  May 2003 - May 2004
Merrill Lynch   2003 - 2004

Skills
Financial Analysis, Management, Finance, Banking, Strategy, Portfolio Management, Corporate Finance, Market Research, Program Management, Business Planning, Strategic Planning, Forecasting, Credit, Leadership, Training, Investments, Commercial Lending

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2010
MBA, Finance, Management and Organization

University of Maryland Baltimore County   2000 — 2004
BS, Financial Economics- Magna cum laude

Urbana

David Blank David Blank New York, New York Details
David Blank's Merrill Lynch Experience August 2008 - December 2008
Job Core Terminal Sales Representative at Bloomberg LP
Industry Financial Services
Experience
Bloomberg  January 2011 - Present
Bloomberg  January 2010 - January 2011
Merrill Lynch   August 2008 - December 2008
Raines International  June 2008 - August 2008

Skills
Sales, Finance, Bloomberg, Financial Analysis, Asset Management, Sales Management, Financial Product..., buy side, Sell Side,, Sell Side, Bloomberg Terminal, Financial Modeling, Financial Services

Education
University of Maryland College Park   2005 — 2009
BS, Finance

Janice Flanagan Janice Flanagan Ft Mitchell, Kentucky Details
Janice Flanagan's Merrill Lynch Experience July 1996 - April 2009
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC  April 2009 - Present
Merrill Lynch   July 1996 - April 2009
Gradison Inc.   August 1984 - July 1996

Skills
Investments, Financial Services, 401(k) Rollovers, Investment Strategies, Customer Service, Leadership, Asset Allocation, Estate Investment..., Fixed-income Strategies, Insurance, Investment Planning, Retirement Planning, Risk Management, Tax-efficient Strategies

Education
University of Maryland College Park   1971 — 1975
Master of Arts (M.A.), Communications

University of Maryland College Park   1964 — 1966
Bachelor of Arts (BA), Communications

Universitiy of Iowa, Iowa City, Iowa   1962 — 1964
Communications

Vikas Mohindra Vikas Mohindra Greater New York City Area Details
Vikas Mohindra's Merrill Lynch Experience 2008 - Present
Job Vice President Senior Financial Advisor, CRPC®
Industry Financial Services
Experience
Merrill Lynch   2008 - Present

Education
University of Maryland College Park   2004 — 2007
Bachelor of Arts (B.A.), Economics

Kae David Kae David San Francisco, California Details
Kae David's Merrill Lynch Experience February 2014 - May 2014
Job Technology Advisor
Industry Information Technology and Services
Experience
EY  2015 - Present
EY  June 2014 - August 2014
Merrill Lynch   February 2014 - May 2014
Social, Decision, and Organizational Science Lab   September 2013 - January 2014
Financial Coaching Institute   July 2013 - January 2014
Microsoft  October 2012 - November 2012
Rita's Italian Ice  2008 - 2011

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Teamwork, Organization, Food Service, Team Building, Program Management, Project Management, Management, Microsoft Office, Social Media, Research, Leadership, Data Analysis

Education
University of Maryland College Park   2011 — 2015
Dual Bachelor of Science (B.S.), Information Systems and Operations Management

University of Maryland College Park   2011 — 2015
Bachelor of Arts (B.A.), Psychology

Norah Forsythe Norah Forsythe Greater New York City Area Details
Norah Forsythe's Merrill Lynch Experience 2009 - 2009
Job Human Resources Professional
Industry Human Resources
Experience
AIG  May 2013 - Present
Merrill Lynch   2009 - 2009
Merrill Lynch   2008 - 2009
Merrill Lynch   2007 - 2008
Merrill Lynch   2005 - 2007
Merrill Lynch   2001 - 2005
Merrill Lynch   2000 - 2001

Skills
Fixed Income, Deferred Compensation, Compensation & Benefit, Equities, Investment Banking, Financial Services, Onboarding, Human Resources, Performance Management, Talent Management, PeopleSoft, HRIS, Workforce Planning, Employee Relations, Mergers & Acquisitions, Employee Benefits, Employee Engagement, Executive Pay, Talent Acquisition, Applicant Tracking..., Personnel Management, Recruiting, Succession Planning, Change Management, HR Transformation, Executive Coaching, Vendor Management, Benefits Administration, Training, Payroll, Organizational..., Executive Management, Employment Law, Leadership Development, Organizational Design, Management

Education
University of Maryland College Park
Bachelor of Science (B.S.)

Sean DeFrehn Sean DeFrehn Washington D.C. Metro Area Details
Sean DeFrehn's Merrill Lynch Experience August 1999 - December 2000
Job
Industry Investment Management
Experience
DeFrehn Consulting   July 2002 - Present
Examiner.com  April 2009 - Present
Morgan Stanley  January 2001 - July 2002
Merrill Lynch   August 1999 - December 2000

Skills
Investments, Retirement, Asset Allocation, Financial Services, Personal Finance, Financial Goals, Strategic Financial..., Retirement Planning, Asset Managment, Portfolio Management, Wealth Management, Mutual Funds, Series 7, Estate Planning, Financial Analysis

Education
University of Maryland College Park   1998 — 2001
Bachelor of Science (BS), Business Administration/Finance

University of Maryland University College   1995 — 2001
BS, Finance

Poolesville HS

Joseph Punio Joseph Punio Las Vegas, Nevada Details
Joseph Punio's Merrill Lynch Experience January 2012 - March 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
PNC  December 2013 - May 2015
Wells Fargo  November 2012 - November 2013
Merrill Lynch   January 2012 - March 2013
Wells Fargo  2011 - 2012
Wells Fargo  2010 - 2011
Vector Marketing  2008 - 2010

Skills
Asset Allocation, Risk Management, Retirement Planning, Series 7, Portfolio Management, Management, Loans, Financial Services, Financial Analysis, Finance, Credit, Analysis

Education
University of Maryland College Park

Bryan Stein, CIMA, CRPC Bryan Stein, CIMA, CRPC Greater Philadelphia Area Details
Bryan Stein, CIMA, CRPC's Merrill Lynch Experience September 1996 - August 1999
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  August 1999 - Present
Merrill Lynch   September 1996 - August 1999

Skills
Mutual Funds, Asset Allocation, Wealth Management, Retirement, Financial Services, Investments, Retirement Planning, Investment Management, Capital Markets, Alternative Investments, Finance, 401k, Equities, Financial Advisory, Fixed Income, Securities, CIMA, Master Limited..., CRPC

Education
University of Maryland College Park   1992 — 1996
BS, Finance

Lisa J Ulmer Lisa J Ulmer Greater Philadelphia Area Details
Lisa J Ulmer's Merrill Lynch Experience September 2014 - Present
Job Web Content Specialist at Merrill Lynch
Industry Media Production
Experience
Merrill Lynch   September 2014 - Present
Fanatics, Inc.   August 2014 - Present
hibu  February 2014 - July 2014
TattooForLess.com   December 2012 - 2014
Pro2Pro Network   2010 - 2013
The National Enquirer (American Media, Inc)   2005 - 2005
Forbes.com  2000 - 2003
Dow Jones (MarketWatch.com)   1998 - 1999
The Washington Post  1996 - 1998

Skills
Content Management, Copy Editing, Publishing, Content Strategy, Editing, Social Media Marketing, New Media, Feature Articles, Web Content Management, Proofreading, Social Media, Online Marketing, Storytelling, Newsletters, Content Writing, Green Living, Meeting Planning, Managing Meetings, QuarkXPress, Microsoft CRM, SharePoint, Website Development, Website Creation, Google Apps, SEO, Press Releases, Editorial

Education
University of Maryland College Park   1994 — 1998
BA, Journalism

Harry B. Laughlin II Harry B. Laughlin II Charlotte, North Carolina Area Details
Harry B. Laughlin II's Merrill Lynch Experience June 1987 - March 1990
Job at HBL Finance
Industry Insurance
Experience
HBL Finance   January 2005 - Present
Capitol Medical Inc   January 1990 - December 2004
HBL Enterprises, Inc   January 2000 - June 2002
Merrill Lynch   June 1987 - March 1990

Skills
Risk Management, Insurance, New Business Development, Team Building, Strategic Planning, Workers Compensation, Sales Management, Budgets, Project Management, Negotiation, Customer Service, Sales, Marketing, Coaching, Management, Contract Negotiation, Employee Benefits, Training, Leadership, Small Business, Fixed Annuities, Direct Sales, Marketing Strategy, Account Management, Real Estate, Advertising, Social Media Marketing, Operations Management, Business Planning, Business Development, Selling, Strategy, Entrepreneurship, Customer Satisfaction, Social Networking, Online Marketing, Customer Retention, Cold Calling, Start-ups, Lead Generation, Sales Process, B2B, CRM, Retail, Business Strategy, Executive Management, Salesforce.com, Email Marketing, Online Advertising, Sales Operations

Education
Princeton
Economics

University of Maryland College Park
Business Administration and Management, General

Brian Marchica Brian Marchica Washington D.C. Metro Area Details
Brian Marchica's Merrill Lynch Experience December 2006 - April 2008
Job Sr. Mortgage Banker NMLS #81045
Industry Financial Services
Experience
West Town Bank & Trust  January 2014 - Present
First National Bank of Layton  February 2012 - January 2014
Home Savings of America  January 2010 - February 2012
Supreme Lending  April 2008 - December 2009
Merrill Lynch   December 2006 - April 2008
National City Bank  January 2004 - December 2006

Skills
Loan Origination, Residential Mortgages, Mortgage Banking, FHA, Customer Service, Mortgage Lending, Refinance, Management, USDA, FHA financing, First Time Home Buyers, Loans, Sales Management, VA loans, Credit, Investment Properties, Real Estate, Reverse Mortgages, New Business Development

Education
University of Maryland Baltimore County   1999 — 2003
BS, Financial Economics/Political Science

Aaron Neuman Aaron Neuman Basking Ridge, New Jersey Details
Aaron Neuman's Merrill Lynch Experience June 2015 - June 2015
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2015 - August 2015
Merrill Lynch   June 2015 - June 2015
Trump National Golf Club  April 2014 - August 2014

Skills
Restaurants, Food, Customer Service, Microsoft Word, Time Management, Social Media, Event Planning, Facebook, Microsoft Office, Teamwork

Education
University of Maryland College Park   2014 — 2018
3.79/4.0

Nancy Osmond Popovich Nancy Osmond Popovich Washington D.C. Metro Area Details
Nancy Osmond Popovich's Merrill Lynch Experience June 1998 - May 2004
Job Managing Director, The Wise Investor Group at Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2007 - Present
The Wise Investor Group at Ferris, Baker, Watts   May 2004 - July 2007
Merrill Lynch   June 1998 - May 2004

Skills
Investments, Investment Strategies, Strategic Financial..., Asset Allocation, Finance, Alternative Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Mutual Funds, Securities, Intergenerational..., Retirement, Marketing Strategy, Capital Markets, Financial Planning

Education
Georgetown University
Certificate in Financial Planning

University of Maryland College Park   1993 — 1997

Nick Pendery Nick Pendery Boston, Massachusetts Details
Nick Pendery's Merrill Lynch Experience September 2011 - December 2011
Job Ruby on Rails Apprentice at Launch Academy, Inc
Industry Computer Software
Experience
Launch Academy, Inc  August 2015 - Present
Digitas  September 2012 - July 2015
Babson College  June 2012 - August 2012
YouthGive   May 2012 - August 2012
University of Maryland  September 2011 - May 2012
Merrill Lynch   September 2011 - December 2011
Business Golf Club   September 2009 - July 2011
YouthGive   January 2010 - January 2011
Delos Capital, LLC   August 2010 - October 2010
Camp NonesuchSummer 2009, Summer 2010   June 2008 - August 2010

Skills
Risk Management, Microsoft Excel, Microsoft Office, Financial Analysis, Social Media, PowerPoint, Data Analysis, Research, Microsoft Word, Nonprofits, Ruby on Rails, JavaScript, Program Management, Editing, Investments, Portfolio Management, Spanish, HTML5, Object Oriented Design, Object Oriented Software, JSON, Test Driven Development, Github, Capybara, Pair Programming, java, jQuery, AJAX, PostgreSQL, RSpec, CSS, Databases, Database Design, ActiveRecord, Foundation Design, OAuth

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2012
Bachelor’s Degree, Finance

Weston High School   2004 — 2008
High School

Robert Robles Robert Robles Orlando, Florida Area Details
Robert Robles's Merrill Lynch Experience January 1994 - July 2001
Job Senior HRIS/HR Operations innovator with global implementation experience in fortune 100 companies.
Industry Financial Services
Experience
EmblemHealth  March 2014 - October 2014
The Guardian Life Insurance Company of America  June 2010 - March 2014
Metropolitan Transportation Authority  June 2008 - June 2010
Time Warner Inc.  January 2008 - February 2008
Citigroup  March 2004 - June 2007
Scholastic Inc  February 2002 - June 2003
Merrill Lynch   January 1994 - July 2001
Merrill Lynch   1985 - 2001

Skills
HRIS, Workday, HCM, Payroll, Benefits, Negotiation, Payroll, Change Management, Metrics, HR Policies, PeopleSoft, Vendor Management, Process Improvement, Strategic Planning, Program Management, Business Analysis, Customer Relations, Vendor Relations, Risk Management, Team Building, Problem Solving, Analysis, Customer Service, Outlook, Project Management, Business Process, Human Resources, Leadership, Training, Visio, SDLC, Deferred Compensation, Onboarding, Employee Benefits, Management, Integration, Personnel Management, Cross-functional Team..., ERP, Interviews, SaaS, Access

Education
University of Maryland College Park   1996 — 1998
BS, HR Administration and Management

New York University - Leonard N. Stern School of Business   1987 — 1995
N/A, HR Administration and Management

Charles Coffey Charles Coffey Rockville, Maryland Details
Charles Coffey's Merrill Lynch Experience January 1997 - March 1999
Job Financial Advisor/ Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2015 - Present
SunTrust Investment Services, Inc.   April 2005 - February 2015
Merrill Lynch   January 1997 - March 1999

Skills
Tax Free Income, Retirement Income..., 401k Rollovers

Education
University of Maryland College Park   1988 — 1992
Bachelor of Science (B.S.), Journalism

Jacob Bernstein Jacob Bernstein Greater New York City Area Details
Jacob Bernstein's Merrill Lynch Experience October 2012 - December 2012
Job Prime Brokerage Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  November 2013 - Present
Brown Brothers Harriman  August 2013 - November 2013
Merrill Lynch   October 2012 - December 2012
JPMorgan Chase  July 2012 - August 2012
Shanghai Laofengxiang Co.   March 2012 - June 2012

Skills
Mandarin, Financial Analysis, Microsoft Excel, Accounting, Exercises, Finance, Financial Accounting, Financial Reporting, Prime Brokerage

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2013
Bachelor of Science (BS), Finance and International Business

University of Maryland College Park   2009 — 2013
B.S., Finance, General

Perry Curac-Dahl Perry Curac-Dahl Greater New York City Area Details
Perry Curac-Dahl's Merrill Lynch Experience June 2000 - August 2000
Job Strategist
Industry Information Technology and Services
Experience
Dom & Tom  October 2014 - August 2015
Kirshenbaum Bond Senecal + Partners  June 2012 - October 2014
Verizon Wireless  February 2011 - September 2011
IES, Ltd.   September 2007 - January 2011
IBM  September 2004 - July 2007
AKRF, Inc.   June 2002 - August 2003
Merrill Lynch   June 2000 - August 2000

Skills
Account Management, Business Analysis, Project Planning, Process Improvement, Program Management, Vendor Management, Strategic Planning, Management, Project Management, Microsoft Office, CRM, Software Documentation, Software Development, IT Strategy, MS Project, Business Intelligence, Integration, Social Media, Information Technology, Consulting, Digital Marketing, Advertising, Analysis

Education
University of Maryland College Park   2000 — 2004
BS, Information Systems

Chris Yoder Chris Yoder Washington D.C. Metro Area Details
Chris Yoder's Merrill Lynch Experience February 2013 - May 2013
Job Investment Banking Summer Analyst at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured  June 2015 - August 2015
Lemma Senbet Fund  May 2014 - May 2015
Simon Property Group  June 2014 - August 2014
Armstrong Fleming and Moore  June 2013 - August 2013
Merrill Lynch   February 2013 - May 2013
University of Maryland Men's Basketball  August 2012 - March 2013

Skills
Investments, Finance, Real Estate, Microsoft Excel, Analysis, Capital Markets, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Research, Economics, Commercial Real Estate

Education
University of Maryland College Park
Bachelor of Science (BS), Finance

Glenelg High School

Margaret Raphael Margaret Raphael New York, New York Details
Margaret Raphael's Merrill Lynch Experience December 2008 - August 2010
Job Executive Assistant at BlackRock (Corporate Strategy)
Industry Investment Management
Experience
BlackRock  June 2015 - Present
Cascabel Mangement   September 2010 - June 2015
Merrill Lynch   December 2008 - August 2010
Merrill Lynch   February 2008 - December 2008
Merrill Lynch   March 2005 - February 2008
Indeman Capital Management   February 2004 - February 2005
HCR ManorCare  October 1994 - June 2000
Westminster Presbyterian Retirement Community Inc.   July 1992 - September 1994
Rock Creek Nursing Home   March 1989 - June 1992
HCR ManorCare  March 1988 - May 1989

Skills
Valuation, Asset Management, Fixed Income, Qualitative Research, Management, Private Equity, Event Planning, Global Macro, Fundraising, Research, Alternative Investments, Human Resources, Hedge Funds, Investments, PMO, Auditing, Portfolio Management, Capital Markets, Microsoft Excel, Equities

Education
Rockville High School

University of Maryland Baltimore County
Bachelor of Arts (BA), Health Science & Policy

Chloe Wang Chloe Wang Greater New York City Area Details
Chloe Wang's Merrill Lynch Experience February 2014 - Present
Job Enterprise Architecture Project Manager at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   February 2014 - Present
Homecare Maryland LLC   June 2013 - August 2013
China Galaxy Securities  June 2012 - August 2012
Bank of China  June 2011 - August 2011
Target  January 2011 - May 2011

Skills
IT Strategy, Business Process Design, Project Management, Business Process, Information Technology, E-commerce SEO, Marketing Strategy, Data Analysis

Education
University of Maryland College Park   2012 — 2013
Master of Science (M.S.), Information System

University of Minnesota-Twin Cities   2008 — 2012
Bachelor of Arts (BA), Economics

University of Minnesota-Twin Cities   2008 — 2012
Bachelor of Science (B.S.), Marketing

Nadim George Tannous Nadim George Tannous Greater Denver Area Details
Nadim George Tannous's Merrill Lynch Experience September 2008 - December 2008
Job Vice President of Digital at Glory Sports International
Industry Internet
Experience
Glory Sports International  April 2015 - Present
FanFactory Ltd.   November 2010 - February 2015
MAMA & Company   November 2012 - August 2013
Mantra  December 2009 - September 2010
Kaplan Test Prep and Admissions  January 2009 - December 2009
Merrill Lynch   September 2008 - December 2008
SIIA  2008 - 2008

Skills
Investments, Due Diligence, Portfolio Management, Bloomberg, Financial Modeling, Research, Financial Analysis, Microsoft Excel, Spanish, Microsoft Office, Analysis, Economics, Social Media, Public Speaking, PowerPoint, French, HTML emails, Photoshop, Arabic, Facebook API, Website Creation, Website Development, Facebook Marketing, Advertising, Website Building, Team Management, Digital Strategy, Twitter, Client Presentation, Client Development, Management, Marketing, Custom Facebook Pages, Facebook, Market Research, Manage Client..., Project Portfolio..., Strategy

Education
University of Maryland - Robert H. Smith School of Business   2005 — 2009
B.S - Honors, Finance

University of Maryland College Park   2005 — 2009
B.S., Finance

St. Louis University in Madrid

Michael Sposta Michael Sposta Greater New York City Area Details
Michael Sposta's Merrill Lynch Experience June 2009 - August 2009
Job Manager, Institutional Securities Oversight Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2015 - Present
Barclays Investment Bank  June 2013 - April 2015
UBS Investment Bank  August 2012 - June 2013
AXA Advisors  June 2011 - August 2012
Neuberger Berman Group LLC   June 2010 - August 2010
Merrill Lynch   June 2009 - August 2009

Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55

Education
University of Maryland - Robert H. Smith School of Business   2007 — 2011
Bachelor of Science, Finance

Danielle Goldberg, CPA Danielle Goldberg, CPA New York, New York Details
Danielle Goldberg, CPA's Merrill Lynch Experience May 2008 - August 2008
Job Senior
Industry Financial Services
Experience
EY  September 2014 - Present
The Sak  July 2013 - August 2014
KPMG  August 2011 - July 2013
Robert H. Smith School of Business  January 2010 - August 2011
Vita Coco  January 2011 - May 2011
KPMG  June 2010 - August 2010
University of Maryland Sports Marketing  September 2008 - May 2010
University of Maryland  August 2009 - December 2009
Merrill Lynch   May 2008 - August 2008

Education
University of Maryland - Robert H. Smith School of Business   2007 — 2011
Bachelor of Science, Accounting, Finance

Matthew Campanelli Matthew Campanelli Greater New York City Area Details
Matthew Campanelli's Merrill Lynch Experience June 2008 - August 2010
Job Analyst at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management  March 2015 - Present
BlueCrest Capital Management, LLP  August 2013 - February 2015
Mount Kellett Capital Management, LP   June 2011 - August 2013
Merrill Lynch   June 2008 - August 2010
New York Mercantile Exchange  June 2007 - August 2007

Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Hedge Funds, Financial Modeling

Education
University of Maryland College Park   2007 — 2011
B.A., Economics

Universitat Autònoma de Barcelona   2010 — 2010
International Business

John Cosola John Cosola Meridian, Idaho Details
John Cosola's Merrill Lynch Experience February 1997 - April 2002
Job Vice President at Gulf Coast Western
Industry Investment Management
Experience
Gulf Coast Western  January 2012 - Present
PRICELESS POSSIBILITIES   January 2009 - April 2011
PARK AVENUE NURSERY   August 1998 - November 2008
Merrill Lynch   February 1997 - April 2002
HARDSHELLS RESTAURANT   May 1991 - April 1998

Skills
Entrepreneurship, Sales Management, Social Networking, Management, Internet, Microsoft Office, Online Marketing, Recruiting, Small Business, Sales, Strategic Planning, Customer Service, Retail, Marketing, Investments, Leadership, Training, Marketing Strategy, Online Advertising, Real Estate, Social Media Marketing, Start-ups, New Business Development, Business Planning, Advertising, Business Development, Email Marketing, Marketing Communications, Team Building, Selling, Direct Sales, Social Media, Negotiation, Strategy, Lead Generation, B2B, Business Strategy, E-commerce, Strategic Partnerships

Education
University of Maryland College Park   1982 — 1986
Bachelor's degree, English Language and Literature/Letters

Phillip Hetzel Phillip Hetzel Washington D.C. Metro Area Details
Phillip Hetzel's Merrill Lynch Experience June 2011 - July 2011
Job Advisory Associate at KPMG
Industry Management Consulting
Experience
KPMG  June 2013 - Present
Citi  June 2012 - August 2012
Autism Speaks  August 2011 - January 2012
Merrill Lynch   June 2011 - July 2011

Skills
Microsoft Excel, Data Analysis, Microsoft Office, Public Speaking, PowerPoint, Analysis, Microsoft Word, Budgets, Outlook, Visual Basic, SQL, Visio, Research, Linear Programming, Databases, MS Project, Process Flow..., Access, R, XPath

Education
University of Maryland College Park   2009 — 2013
Bachelor's of Science, Information Systems

University of Maryland College Park   2009 — 2013
Bachelor's of Science, Finance

Anthony Piccirilli Anthony Piccirilli Washington D.C. Metro Area Details
Anthony Piccirilli's Merrill Lynch Experience September 1986 - January 1988
Job Comptroller at Doyle Printing & Offset Inc.
Industry Printing
Experience
Doyle Printing & Offset Inc.   February 1988 - Present
Merrill Lynch   September 1986 - January 1988
Merrill Lynch   June 1982 - August 1986

Skills
Direct Mail, Variable Data Printing, Digital Printing, Print Management, Print On Demand, Account Management, Bindery, Wide Format Printing, Corporate Gifts, Pre-press, Advertising, New Business Development, Color Management, Marketing Strategy, Direct Marketing, Labels, Marketing, Marketing Communications, Graphic Design, Packaging, Adobe Acrobat, Email Marketing, Offset Printing, Banners

Education
University of Maryland College Park   1978 — 1981
BS, Business Administration

De Matha High School   1974 — 1977

Robert Spielvogel Robert Spielvogel Washington D.C. Metro Area Details
Robert Spielvogel's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at XEnergy, LLC
Industry Financial Services
Experience
Paley & Spielvogel DDS   May 2013 - August 2013
Merrill Lynch   June 2012 - August 2012
The Atlantic Remodeling Corporation  March 2012 - May 2012

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Finance, Investments, Banking, Teamwork, Portfolio Management, Management, Sales, Marketing, Economics, Leadership, Data Analysis, Business Development, Market Research, PowerPoint

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Edgemont High School   2006 — 2010

Marcus Brooks Marcus Brooks Greater New York City Area Details
Marcus Brooks's Merrill Lynch Experience 2000 - 2001
Job Founder & Managing Director at Kapstone Consultants, LLC
Industry Financial Services
Experience
Kapstone Consultants, LLC   January 2007 - Present
The James-Wesley Group, Inc.   September 2001 - January 2012
Promontory Interfinancial Network  2005 - 2011
Merrill Lynch   2000 - 2001
Merrill Lynch   1981 - 2001

Skills
Financial Services, Banking, Mutual Funds, Securities, Asset Managment, New Business Development, Financial Analysis, Wealth Management, Product Management, Risk Management, Strategic Planning, Start-ups, Sales Management

Education
University of Maryland College Park
BA, Economics

Anthony Bonacci Anthony Bonacci Annapolis, Maryland Details
Anthony Bonacci's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Derivatives, Financial Modeling, Financial Reporting, Insurance, Risk Management, Strategic Financial..., Strategic Planning, Valuation

Education
University of Maryland College Park   2000 — 2004
Bachelor of Science (B.S.), Finance and Economics

St. Mary's - Annapolis, MD

Alex Nassar Alex Nassar Annapolis, Maryland Details
Alex Nassar's Merrill Lynch Experience January 2012 - May 2012
Job Territory Sales Representative at Grainger
Industry Financial Services
Experience
Grainger  May 2014 - Present
CohnReznick LLP  September 2013 - February 2014
Northwestern Mutual  May 2012 - August 2012
Merrill Lynch   January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Public Speaking, Customer Service, Sales, Social Networking, Event Planning, Leadership, Time Management

Education
University of Maryland College Park   2010 — 2013
Bachelor of Science (B.S.), Accounting

Eric Kaufman Eric Kaufman Greater New York City Area Details
Eric Kaufman's Merrill Lynch Experience May 2010 - August 2010
Job Associate at Hudson Advisors, LLC
Industry Real Estate
Experience
Hudson Advisors, LLC  July 2014 - Present
Hudson Advisors, LLC  February 2012 - Present
FactSet Research Systems  August 2011 - February 2012
Merrill Lynch   May 2010 - August 2010

Skills
Microsoft Office, Excel, Factset, Financial Modeling, Commercial Real Estate, Asset Management, Underwriting

Education
University of Maryland - Robert H. Smith School of Business   2007 — 2011
Bachelors of Science, Finance

University of Maryland College Park   2007 — 2011
Bachelor of Science, Economics

Ben Lerman Ben Lerman Greater New York City Area Details
Ben Lerman's Merrill Lynch Experience June 2013 - August 2013
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps  July 2015 - Present
Eppley Recreation Center  September 2013 - December 2014
Eppley Recreation Center  August 2012 - December 2014
Lanx Management, LLC   June 2014 - August 2014
Merrill Lynch   June 2013 - August 2013
Willow Lake Day Camp  2008 - 2012

Skills
Time Management, Finance, Team Building, Valuation, Customer Service, Social Media

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science, Finance and Accounting

Montville Township High School   2007 — 2011

Al Sessa Al Sessa Red Bank, New Jersey Details
Al Sessa's Merrill Lynch Experience June 1992 - March 2012
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  March 2012 - Present
Merrill Lynch   June 1992 - March 2012

Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Investments, Portfolio Management

Education
University of Maryland College Park   1988 — 1992
Bachelor of Science (BS), Consumer Economics

St. John Vianney H.S.   1988 — 1992

David Dukehart David Dukehart Baltimore, Maryland Area Details
David Dukehart's Merrill Lynch Experience February 1997 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 1997 - Present
Y of Central Maryland  February 2007 - Present
Porsche Club of America - Chesapeake Region   January 2012 - December 2013

Skills
Strategic Planning, Team Building, Retirement Planning, Finance, Leadership, Wealth Management, Insurance, Sales, Loans, 401k, Real Estate, Small Business, Risk Management, Portfolio Management, Investments

Education
University of Maryland College Park

Neil Swerdlow Neil Swerdlow Greater Philadelphia Area Details
Neil Swerdlow's Merrill Lynch Experience October 2010 - February 2011
Job Licensed Financial Services Professional in Transition
Industry Financial Services
Experience
Merrill Lynch   October 2010 - February 2011
TD Bank  December 2009 - October 2010
University of Maryland  February 2007 - May 2009
University of Maryland  January 2009 - January 2009
Janney Montgomery Scott  May 2008 - August 2008
University of Maryland  February 2008 - April 2008
University of Maryland  January 2008 - January 2008
Kramer Beverage Company   June 2007 - August 2007
Pure Energy Productions   February 2003 - August 2007

Education
University of Maryland College Park   2005 — 2009
Bachelor of Arts, Economics

Aaron Blanchard Aaron Blanchard West Roxbury, Massachusetts Details
Aaron Blanchard's Merrill Lynch Experience May 2014 - August 2014
Job Consultant at Abraic, Inc.
Industry Financial Services
Experience
Abraic, Inc.   May 2015 - Present
Bentley University  September 2013 - May 2015
Merrill Lynch   May 2014 - August 2014

Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Blogging

Education
Bentley University   2013 — 2015
MBA, Business Analytics

University of Maryland College Park   2008 — 2012
Bachelor of Arts (B.A.), Criminology and Criminal Justice

Gann Academy   2004 — 2008

Tim Liang Tim Liang Washington D.C. Metro Area Details
Tim Liang's Merrill Lynch Experience June 2010 - August 2010
Job Staff Accountant at the Carlyle Group
Industry Accounting
Experience
The Carlyle Group  May 2015 - Present
Northrop Grumman Corporation  September 2013 - May 2015
Northrop Grumman Corporation  January 2013 - September 2013
Northrop Grumman Corporation  August 2012 - January 2013
Treasury Inspector General for Tax Administration  June 2012 - August 2012
Liberty Tax Service  January 2012 - April 2012
Morgan Stanley Smith Barney  October 2011 - January 2012
Merrill Lynch   June 2010 - August 2010
Ten Ren's Tea Time  June 2009 - August 2009

Education
University of Maryland - Robert H. Smith School of Business   2012 — 2013
Master of Science (MS), Accounting and Business/Management

University of Maryland Baltimore County   2008 — 2012
B.S., Financial Economics

Charles Burg, PMP, NJ/NY Charles Burg, PMP, NJ/NY Greater New York City Area Details
Charles Burg, PMP, NJ/NY's Merrill Lynch Experience June 2010 - February 2014
Job Consultant RGP Testing Leader at AIG
Industry Information Technology and Services
Experience
AIG  March 2015 - Present
MetLife  September 2014 - January 2015
Davidsohn Global Technologies, Inc.   March 2014 - August 2014
Bank of America  June 2012 - February 2014
Merrill Lynch   June 2010 - February 2014
THE CAREER CONNECTIONS CO-OP   March 2009 - June 2010
Prudential Financial  January 2005 - February 2009
Prudential Investments  January 1998 - December 2004
MVP Consulting, Inc.   October 1996 - January 1998
Prudential Securities, Inc.   April 1992 - October 1996

Skills
Visio, Business Intelligence, Business Analysis, Process Improvement, Relationship Management, Vendor Management, Requirements Analysis, PMP, Mutual Funds, Project Management, SDLC, SharePoint, Change Management, Databases, Financial Services, Program Management, Metrics, MS Project, Risk Management, Analysis, Business Process, Business Requirements, Cross-functional Team..., Disaster Recovery, Leadership, Management, Integration, Project Portfolio..., Requirements Gathering, Software Project..., Project Planning, Software Documentation, CRM, PMO, Microsoft Project

Education
Kaizen Technology   2009 — 2009
PMP Certification, Project Management/BA Business Analysis

Chubb Institute   1985 — 1986
Computer Porgramming, Computer Programming

University of Maryland College Park   1979 — 1983
BA, Communications

Benjamin Cheng Benjamin Cheng Washington D.C. Metro Area Details
Benjamin Cheng's Merrill Lynch Experience May 1997 - September 1997
Job Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  February 2008 - Present
Freddie Mac  2003 - 2008
Ernst & Young  2002 - 2003
Arthur Andersen  1999 - 2002
Merrill Lynch   May 1997 - September 1997
United States Marine Corps  1996 - 1997

Skills
Leadership, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Internal Controls, System Implementations, IFRS, Valuation, Derivatives, Hedge Accounting, Impairment, Dodd-Frank, Entrepreneurship, Vision, Auditing, Financial Reporting, Accounting, SEC filings, Enterprise Risk..., Sarbanes-Oxley, CPA, GAAP, External Audit

Education
University of Maryland College Park
Master of Science (MS), Management Information Systems, General

Wootton HS

Nick DeSalvo Nick DeSalvo New York, New York Details
Nick DeSalvo's Merrill Lynch Experience August 2008 - February 2013
Job Sales Director at 7Park Data
Industry Financial Services
Experience
7Park Data  March 2014 - Present
Bank of America  February 2013 - March 2014
Merrill Lynch   August 2008 - February 2013

Skills
Series 7, Series 63, Series 65, Asset Management, Sales, Equities, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies, Securities, Capital Markets, Equity Research, Bloomberg, Investments, Financial Modeling, Hedge Funds, Valuation

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Political Science and Government

Mike Barbalace Mike Barbalace Bel Air, Maryland Details
Mike Barbalace's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
Dawson James Securities  August 2014 - June 2015
Silver Spring Warriors Lacrosse Club U-15   March 2012 - May 2014
Northwestern Mutual  May 2012 - August 2012

Skills
Investment Banking, Wealth Management, Financial Planning, Retirement Planning, College Education...

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2014
Bachelor's Degree, Finance, General and Operations Management

Washington College   2010 — 2011
Business Administration and Management, General

Calvert Hall College High School   2006 — 2010
Dipolma

Jack Slye Jack Slye Greater Philadelphia Area Details
Jack Slye's Merrill Lynch Experience 2004 - 2005
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners  December 2010 - Present
Orbis Education  September 2012 - Present
VectorLearning  July 2011 - Present
Relias Learning  August 2013 - November 2014
Avenues: The World School  January 2012 - October 2013
Sterling Partners  July 2006 - December 2010
Sylvan Learning  October 2008 - November 2010
Sylvan Learning  September 2008 - September 2010
Merrill Lynch   2004 - 2005
Deloitte  August 2000 - August 2004

Skills
Financial Modeling, Mergers, Venture Capital, Corporate Development, Due Diligence, Private Equity, Valuation, Business Strategy, Corporate Finance, Strategic Planning, Strategy, Management Consulting

Education
University of Maryland College Park
BS, Finance

University of Pennsylvania - The Wharton School
MBA, Healthcare Management and Finance

Michael Dailey Michael Dailey Monrovia, Maryland Details
Michael Dailey's Merrill Lynch Experience May 2013 - August 2013
Job Intern at Metropolis Capital Finance
Industry
Experience
Metropolis Capital Finance   February 2015 - May 2015
Merrill Lynch   May 2013 - August 2013

Education
University of Maryland College Park   2011 — 2015
Economics

S.M.R. Baker S.M.R. Baker Washington D.C. Metro Area Details
S.M.R. Baker's Merrill Lynch Experience January 1998 - February 1998
Job Program Support Specialist at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State   December 2014 - Present
U.S. Department of State   November 2011 - December 2014
U.S. House of Representatives   February 1998 - January 2011
Merrill Lynch   January 1998 - February 1998
University of Maryland  January 1997 - May 1997
U.S. House of Representatives   June 1996 - August 1996
The White House  January 1996 - May 1996
Capitol Spotlight Newspaper of Washington, D.C.   June 1995 - August 1995

Skills
Microsoft Outlook, Power Point, IQ quorum data base, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office, Excel, Outlook, Microsoft Excel, Strategic Planning, Policy Analysis, Databases, Press Releases, Event Management, Research, Grants, Community Outreach, Grant Writing, Management, Budgets, Non-profits, Foreign Affiars, Legislation, National Security, Strategic Policy..., Legislative Relations, Real Estate Project..., International Real..., Planning & Execution of..., Engaging Public Speaker, Internship Management, HR Experience reviewing..., Legislative Research, Nonprofits, Public Policy, Government, Strategic Communications, Policy, Grassroots Organizing, Federal Government, Public Speaking, International Relations, Political Campaigns, Politics, Leadership, MS SharePoint 2010, MS Office 2010 (World,..., Excellent Oral and..., Political Communication, Public Relations

Education
University of Maryland College Park   1993 — 1997
Bachelor of Arts, Government and Politics

The Institute of World Politics/U. of Boston   1995 — 1995
Intelligence and Policy, GPA 3.8

University of Oxford   1994 — 1994
Jesus College - British Constitutional Law and the Parlimentary System, 4.00 GPA

DeMatha Catholic High School   1989 — 1993
High School Diploma, General Studies, Graduated in the top 1/3 of the graduating class of 1993

Rajesh Narkhede Rajesh Narkhede Greater New York City Area Details
Rajesh Narkhede's Merrill Lynch Experience September 2001 - September 2003
Job Senior Developer at BNP Paribas
Industry Computer Software
Experience
BNP Paribas  October 2013 - Present
McKinsey & Company  September 2011 - September 2013
Credit Suisse  October 2005 - September 2011
Morgan Stanley  January 2005 - October 2005
Bank of New York  May 2004 - December 2004
Morgan Stanley  April 2004 - April 2004
Chase  September 2003 - April 2004
Merrill Lynch   September 2001 - September 2003
Trade.com  January 2001 - August 2001
Sundial.com   August 2000 - December 2000

Skills
.NET, Web Services, Microsoft SQL Server, Agile Methodologies, WCF, SQL, ASP.NET, C#, Software Development, Oracle, SDLC, Requirements Analysis, XML, Visual Studio, Scrum, Web Applications, WPF, VB.NET, JavaScript, TFS, ASP.NET MVC, SharePoint, SSRS, HTML 5, SSIS, MySQL, Silverlight, WF, LINQ, Visual Basic, VBScript, Java, Visio, Integration, SOA, ASP, CSS, Entity Framework, NUnit, Perl, Requirements Gathering, Github, HTML, XAML, NHibernate, AngularJS, Bootstrap, JQuery

Education
University of Maryland Baltimore County   2001 — 2003
Master's degree, Information System, 3.75

Aptech Computer Education   1994 — 1996
Associate's degree, Computer Software Engineering

Shree Bhagubhai Mafatlal Polytechnic, Mumbai, India   1986 — 1990
Associate's degree, Plastics Engineering

Nasos Papanikolaou Nasos Papanikolaou Washington D.C. Metro Area Details
Nasos Papanikolaou's Merrill Lynch Experience January 2009 - May 2009
Job Partner at OENOS
Industry Wine and Spirits
Experience
OENOS   December 2013 - Present
USC Marshall School of Business  August 2010 - December 2012
Mourayo Restaurant   March 2004 - April 2010
Merrill Lynch   January 2009 - May 2009
Hellenic Air Force  January 2002 - February 2003

Skills
Economics, Stata, Quantitative Analytics, Valuation, Data Analysis, Matlab, Research, Statistics, LaTeX, Equity Research, SAS, Macroeconomics, Eviews, Financial Modeling, Econometrics, Analysis, Mathematical Modeling, Time Series Analysis, R, Statistical Modeling, Quantitative Research, SPSS, Data Mining, Modeling

Education
University of Southern California - Marshall School of Business   2010 — 2012
Master of Science (MSc), Finance and Business Economics Research

University of Maryland College Park   2006 — 2009
B.A., Economics

University of Maryland College Park   2006 — 2009
B.S., Mathematics (Statistics track)

Jarrett Gounaris Jarrett Gounaris Baltimore, Maryland Details
Jarrett Gounaris's Merrill Lynch Experience 1996 - Present
Job Senior Financial Advisor, Vice President
Industry Financial Services
Experience
Merrill Lynch   1996 - Present

Education
University of Maryland College Park   1993 — 1996

Eddie Ambrose Eddie Ambrose Savannah, Georgia Details
Eddie Ambrose's Merrill Lynch Experience August 2011 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2011 - Present
Brownstein Hyatt Farber Schreck  October 2009 - August 2011
National Association of Federal Credit Unions  November 2006 - October 2009
Office of Congresswoman Melissa Hart   2004 - 2006
Oakmont Country Club  June 2002 - April 2004

Skills
Public Policy, Policy Analysis, Government, Alternative Investments, Corporate Finance, Economics, Estate Planning, Financial Analysis, Financial Planning, Financial Risk, Managed Money, Strategic Planning, Wealth Management, Wealth Management...

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2011
MBA, Finance and Financial Management Services

Allegheny College   1998 — 2002
Bachelor of Arts (B.A.), History

Central Catholic   1994 — 1998

Anita Siwajek Anita Siwajek Greater Philadelphia Area Details
Anita Siwajek's Merrill Lynch Experience March 2010 - April 2013
Job Sr Project Manager at Bank of America
Industry Computer Software
Experience
Bank of America  April 2013 - Present
Merrill Lynch   March 2010 - April 2013
Music Choice  September 2009 - July 2010
IBM Global Services  December 2006 - September 2008
Deutsche Bank Securities  September 2004 - October 2006
Syscom (USA) Inc.   1998 - 2004

Skills
SDLC, Program Management, Leadership, Integration, Project Management, CRM, Software Development, Strategy, Project Planning, Management, Analysis, Risk Management, Testing, Requirements Gathering, Resource Management, .NET, Budgets, Java, Human Resources, PMP, Software Project...

Education
University of Maryland Baltimore County   1986 — 1991
BS, Computer Science

Tim Hans Tim Hans Washington D.C. Metro Area Details
Tim Hans's Merrill Lynch Experience August 2004 - January 2008
Job Systems Administrator at Universal Consulting Services
Industry Computer Networking
Experience
Universal Consulting Services  April 2009 - Present
designDATA  February 2008 - April 2009
First Franklin  August 2004 - January 2008
Merrill Lynch   August 2004 - January 2008
McKessonHBOC  2000 - 2004
WHCA  1987 - 1990
White House Communications Agency  1987 - 1990

Skills
VMware, Customer Satisfaction, Network Administration, Customer Service, Troubleshooting, Servers, Virtualization, Microsoft SQL Server, SharePoint, Information Technology, Microsoft Exchange, Network Security, SCCM, Data Center, Active Directory, Management, ITIL, Security, Linux, System Administration, Team Leadership, Disaster Recovery, Enterprise Architecture, Windows Server

Education
University of Maryland College Park   1990 — 1993

michael wagschal michael wagschal Orange County, California Area Details
michael wagschal's Merrill Lynch Experience 2000 - Present
Job Senior VP, Senior Philanthropic Consultant at US Trust
Industry Financial Services
Experience
U.S. Trust   September 2000 - Present
Merrill Lynch   2000 - Present
University of Maryland  1998 - 2000
YMCA of San Diego County  1995 - 1999
Scripps Foundation for Medicine and Science   1992 - 1995
American Cancer Society  1989 - 1992
American Heart Association American Stroke Association  1986 - 1989

Education
University of Maryland College Park   1982 — 1986
Bachelor of Arts (B.A.), Organization Psychology

John F. Kennedy High School   1979 — 1982

Jamie (Castle) Goldstein Jamie (Castle) Goldstein New York, New York Details
Jamie (Castle) Goldstein's Merrill Lynch Experience June 2007 - August 2007
Job Institutional Equity Sales at Barclays
Industry Financial Services
Experience
Barclays Capital  January 2011 - Present
Barclays Capital  September 2009 - December 2010
Lehman Brothers  September 2008 - September 2009
Merrill Lynch   June 2007 - August 2007

Skills
Equities, Bloomberg, Series 7, Series 63, Private Equity

Education
University of Maryland College Park   2003 — 2007
BS, Finance

Jericho High School   1999 — 2003

Henry Asemota Henry Asemota Greater New York City Area Details
Henry Asemota's Merrill Lynch Experience March 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2013 - Present
New York Life Insurance Company  February 2010 - July 2012
WisdomTree Asset Management  August 2007 - January 2009
OppenheimerFunds  May 2005 - April 2007
Legg Mason  June 1999 - January 2005

Education
University of Maryland Baltimore County
B.A., History

Jared Piché Jared Piché Greater New York City Area Details
Jared Piché's Merrill Lynch Experience July 2004 - December 2005
Job Director, West Division at AB
Industry Financial Services
Experience
AllianceBernstein  January 2006 - Present
Merrill Lynch   July 2004 - December 2005
Lenox Advisors  April 2003 - June 2004
Axiom Capital Management  December 2000 - February 2003

Skills
Mutual Funds, Fixed Income, Equities, Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Series 63, Wealth Management, Finance, Hedge Funds, Asset Allocation, Financial Analysis, Securities, Capital Markets

Education
University of Maryland - Robert H. Smith School of Business   1996 — 2000
Bachelor of Science, Finance

Denise Laguer Denise Laguer Charlotte, North Carolina Area Details
Denise Laguer's Merrill Lynch Experience 2000 - 2004
Job Vice President Corporate Audit Field Assessment and Site Testing (FAST) at Bank of America
Industry Information Technology and Services
Experience
Bank of America  June 2004 - September 2010
Merrill Lynch   2000 - 2004
Prudential Investments  1996 - 2000

Skills
Financial Risk, Equities, Capital Markets, Vendor Management, Leadership, Portfolio Management, MS Project, IT Strategy, SDLC, Integration, Quality Assurance, Business Process..., Financial Services, Process Improvement, Governance, AML, Cross-functional Team..., Program Management, Management, Outsourcing, Risk Management, Six Sigma, PMO, Business Analysis

Education
University of Maryland College Park   1978 — 1981

David Chu David Chu Greater New York City Area Details
David Chu's Merrill Lynch Experience 1996 - 1998
Job Vice President, Flextrade
Industry Financial Services
Experience
Flextrade  June 2013 - Present
Citi  2005 - 2013
NASDAQ  2000 - 2005
Citi  1998 - 2000
Merrill Lynch   1996 - 1998

Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Market Data, Product Management, Series 7, Trading, Financial Services, Securities, Vendor Management, Business Analysis, Capital Markets, Equity Trading, Low Latency, Options

Education
University of Maryland College Park   1993 — 1996
B.S., Marketing

Shane Newell, CFA, CAIA Shane Newell, CFA, CAIA Greater New York City Area Details
Shane Newell, CFA, CAIA's Merrill Lynch Experience September 2008 - May 2010
Job Senior Vice President at Valuation Research Corporation
Industry Venture Capital & Private Equity
Experience
Valuation Research Corporation  April 2015 - Present
Valuation Research Corporation  April 2010 - Present
Merrill Lynch   September 2008 - May 2010
BlackRock  September 2006 - September 2008

Skills
Valuation, Debt, Private Equity, Loans, Venture Capital, Hedge Funds, Equities, Investments, Excel, Bloomberg, Financial Analysis, Microsoft Excel, Asset Management, Corporate Finance, Equity Research, Financial Modeling, Equity Valuation, Finance, Fixed Income

Education
University of Maryland College Park   2001 — 2005
BS, Finance and General Business and Management

St. Louis University Madrid, Spain   2003 — 2003

Jill Eisenstein Wagner Jill Eisenstein Wagner Greater New York City Area Details
Jill Eisenstein Wagner's Merrill Lynch Experience January 2013 - May 2014
Job VP Graystone Consulting, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  May 2015 - Present
UBS Wealth Management  May 2014 - May 2015
Merrill Lynch   January 2013 - May 2014
Morgan Stanley Smith Barney  June 2009 - December 2012
Citigroup  May 2008 - June 2009
Citigroup  June 2006 - May 2008
Smith Barney  March 1997 - June 2006

Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management

Education
University of Maryland College Park   1988 — 1991
Bs history, American History

Laurel Davis Laurel Davis Washington D.C. Metro Area Details
Laurel Davis's Merrill Lynch Experience September 1993 - March 2000
Job Vice President at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  July 2001 - Present
First Republic Bank  April 2000 - July 2001
Merrill Lynch   September 1993 - March 2000

Skills
Capital Markets, Structured Finance, Credit, Mortgage Banking, Cross-functional Team..., Strategic Thinking, Leadership, Loans, Secondary Market, Market Pricing, Investor Relations, Bid Strategy, Driving Results, Fixed Income, Financial Services, Residential Mortgages, Bonds, Financial Analysis, Financial Risk

Education
University of Maryland College Park   1990 — 1992
MBA, Finance

University of North Carolina at Chapel Hill   1988 — 1990
Bachelor of Arts (B.A.), Economics / History

Brian Zander, CPA Brian Zander, CPA Greater New York City Area Details
Brian Zander, CPA's Merrill Lynch Experience June 2005 - August 2005
Job Assistant Controller at Acadia Realty Trust
Industry Real Estate
Experience
Acadia Realty Trust  April 2014 - Present
Ernst & Young  September 2007 - April 2014
Merrill Lynch   June 2005 - August 2005
Publishers Clearing House  May 2004 - January 2005

Skills
CPA, Accounting, Auditing, Real Estate, Commercial Real Estate, Senior Living..., Financial Reporting, Forecasting, SEC filings, Acquisitions, Financial Statements, GAAP, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Assurance, Big 4, Internal Audit, Mergers & Acquisitions, Valuation

Education
University of Maryland College Park   2003 — 2007
BS, Accounting

Selman Istar Selman Istar Greater New York City Area Details
Selman Istar's Merrill Lynch Experience November 2012 - Present
Job Prime Brokerage Middle Office at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2012 - Present
Merrill Lynch   April 2008 - November 2012
Merrill Lynch   March 2007 - March 2008
Rydex Investments  2004 - 2007
Rydex Investments  2003 - 2004
Philip Morris International  June 2002 - August 2002

Skills
Mutual Funds, Alternative Investments, Series 7, ETFs, Equities, Bloomberg, Hedge Funds, Investments, Financial Analysis, Derivatives, Securities, Trading, Options, Finance

Education
University of Maryland College Park   1998 — 2002
Bachelor of Behavioral and Social Science, Economics

Wayne Tsunoda Wayne Tsunoda Charlotte, North Carolina Area Details
Wayne Tsunoda's Merrill Lynch Experience March 2000 - April 2005
Job Senior Manager FAAS at EY
Industry Management Consulting
Experience
EY  March 2013 - Present
Tsunoda Consulting   February 2011 - March 2013
Hendricks Furniture Group (d/b/a Boyles Furniture)   January 2010 - February 2011
KPMG Audit  April 2005 - January 2010
Merrill Lynch   March 2000 - April 2005
RM Green Construction Company   September 1997 - March 2000
Reznick Group  November 1987 - September 1997

Education
University of Maryland College Park   1980 — 1985
BA, Economics, Accounting

Sherwood High School

Sherwood High School

Diane Flowers Diane Flowers Baltimore, Maryland Area Details
Diane Flowers's Merrill Lynch Experience 1999 - 2000
Job Account Manager Commercial Sales
Industry Insurance
Experience
CareFirst BlueCross BlueShield  August 2014 - Present
CareFirst BlueCross BlueShield  July 2006 - August 2014
CareFirst BlueCross BlueShield  May 2000 - September 2006
Merrill Lynch   1999 - 2000

Skills
Health Insurance, Employee Benefits, Product Development, Marketing Strategy, Marketing Analytics, Underwriting, Strategic Communications, Product Management, Health Savings Accounts, Insurance, Brokers, Medicare, Program Management, Disability Insurance, Healthcare, Vendor Management, Business Analysis, Management, Process Improvement, Account Management, Project Management, Leadership, Managed Care, Customer Service

Education
University of Maryland Baltimore County   1993 — 1997
BA, Economics, Math

Jennifer Bernstein (Alpern) Jennifer Bernstein (Alpern) Washington D.C. Metro Area Details
Jennifer Bernstein (Alpern)'s Merrill Lynch Experience 1997 - 2009
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 1997 - Present
Merrill Lynch   1997 - 2009
Merrill Lynch   June 1999 - September 2001
Merrill Lynch   September 1997 - September 1999

Education
University of Maryland College Park   1993 — 1997
Bachelor of Science, Finance and Marketing

Bryan Smyth, CFA, CExP Bryan Smyth, CFA, CExP San Diego, California Details
Bryan Smyth, CFA, CExP's Merrill Lynch Experience October 2010 - August 2012
Job Founding Member, CEO at ProExits LLC
Industry Financial Services
Experience
ProExits LLC   May 2015 - Present
BEI Member   2015 - Present
Fleetridge Pacific   May 2012 - March 2015
Merrill Lynch   October 2010 - August 2012
The Del Mar Consulting Group   July 2001 - August 2008

Skills
Strategic Financial..., Investments, Asset Managment, Insurance, Mergers & Acquisitions, Strategy, Finance, Strategic Planning, Asset Management, Team Building, Leadership, Retirement Planning, Financial Modeling, Management, Estate Planning, Investor Relations, Business Planning, Small Business, Marketing Strategy, Hedge Funds, Risk Management, Retirement, Tax, Start-ups, Recruiting, M&A Advisory Services, Due Diligence, Negotiation, Financial Analysis, Series 7, Financial Planning, Disability Insurance

Education
University of Maryland College Park   1977 — 1983
BS, Accounting

Laurel HS

Jeff Menick Jeff Menick Washington D.C. Metro Area Details
Jeff Menick's Merrill Lynch Experience March 2015 - Present
Job Senior Consultant at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2015 - Present
Merrill Lynch   1981 - Present

Skills
Strategic Planning, Philanthropy, Insurance, Estate Planning, Investments, Retirement Planning, Business Strategy, Real Estate, Management Consulting, Due Diligence, Asset Management, Series 7, Strategic Financial..., Wealth Management, Theatre

Education
The George Washington University   1969 — 1973
Doctor of Law (JD)

University of Maryland College Park

David Haan David Haan Greater New York City Area Details
David Haan's Merrill Lynch Experience August 1984 - May 1987
Job itinerant kibitzer
Industry Capital Markets
Experience
UBS Investment Bank  August 1999 - May 2008
UBS  February 1996 - September 1998
Morgan Stanley  August 1989 - January 1996
Security Pacific Bank  June 1987 - June 1989
Merrill Lynch   August 1984 - May 1987

Education
LFHS

University of Maryland College Park
BS, Math

Brian Sixt Brian Sixt Greater Los Angeles Area Details
Brian Sixt's Merrill Lynch Experience October 1985 - Present
Job First Vice President Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1985 - Present
Merrill Lynch   October 1985 - Present
Westinghouse Electric Company  January 1978 - June 1985

Skills
Investments, Customer Service, Series 7, Program Management, Retirement Planning, Asset Allocation, Strategic Financial..., Financial Analysis, Alternative Investments, Wealth Management, Financial Modeling, Public Speaking, Securities, Investment Advisory, Budgets, Private Equity, Negotiation, Uniform Combined State..., Mergers, Strategic Planning, Leadership, Retirement, 401k Rollovers, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Asset Management, ETFs, Series 63, Wealth Management..., Certified Financial...

Education
University of Maryland College Park
BA, Psychology/History

Glenn Wheaton Glenn Wheaton Mission Viejo, California Details
Glenn Wheaton's Merrill Lynch Experience 1995 - 1997
Job Senior Financial Analyst FP&A at Covenant Care
Industry Hospital & Health Care
Experience
Covenant Care  March 2012 - Present
Epiq Technologies  1999 - February 2012
US Airways  1998 - 1999
Valhalla Capital   1997 - 1998
Merrill Lynch   1995 - 1997
DoD Inspector General  1994 - 1995

Skills
Analysis, Financial Planning, Financial Analysis, Strategy, Project Management, Management, Business Development, Program Management, Budgets, Risk Management, Start-ups, Medicare, Microsoft Excel, Financial Modeling, Corporate Finance, Financial Reporting, Financial Accounting, Economics, Healthcare, Managed Care, Software Project...

Education
University of Maryland College Park   1996 — 1998
MBA, Finance

University of Maryland College Park   1991 — 1995
BA, Accounting and Finance

Jarita Moore Jarita Moore Washington D.C. Metro Area Details
Jarita Moore's Merrill Lynch Experience June 2000 - August 2000
Job Client Solutions Group Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC  December 2012 - Present
ICMA-RC  November 2009 - December 2012
ICMA-RC  April 2007 - February 2008
NADA  October 2002 - April 2007
University of Maryland  September 2001 - July 2002
University of Maryland University College  September 2000 - September 2001
Merrill Lynch   June 2000 - August 2000

Skills
Training, Employee Benefits, Human Resources, Microsoft Word, Microsoft Excel, Microsoft Access, OmniPlus, Customer Service, Finance, Leadership, Payroll, Program Management

Education
University of Maryland College Park   1998 — 2001
B.A., Economics

Star Qualter Star Qualter Greater New York City Area Details
Star Qualter's Merrill Lynch Experience December 1997 - February 1999
Job LCSW, CEAP, SAP, EAP Counselor, Private Practice
Industry Mental Health Care
Experience
Private Practice  2006 - Present
Nyack Hospital  1993 - Present
Merrill Lynch   December 1997 - February 1999

Skills
Mental Health Counseling, Crisis Intervention, Life Transitions, Family Therapy, Psychotherapy, Adolescents, Post Traumatic Stress, Social Services, Mental Health, Interventions, Therapists, Case Managment, Counseling Psychology, Stress Management, CISM, Chemical Dependency, Psychological Assessment, EMDR, Parenting, Case Management, Stress, Behavioral Health, Group Therapy, Motivational..., Clinical Supervision, Treatment, DBT, Adolescent Therapy, Substance Use Disorders, Self-esteem, Google Groups, Mindfulness, Anger Management, EAP, Codependency, Program Development, Addiction Recovery, Dual Diagnosis, Play Therapy, Grief Counseling, Treatment of depression, Couples Counseling, Young Adults, Divorce, CBT, Anxiety Disorders, Depression, Relationship Building, Parent Education

Education
University of Maryland at Baltimore   1991 — 1993
Master of Social Work (MSW), Clinical Occupational

University of Maryland College Park   1985 — 1989
Bachelor of Arts (B.A.), Psychology

Jordan Rosenbaum Jordan Rosenbaum Greater New York City Area Details
Jordan Rosenbaum's Merrill Lynch Experience June 2011 - December 2012
Job Sales Representative at Nassau Candy Distributors, Inc.
Industry Food & Beverages
Experience
Nassau Candy Distributors, Inc.   January 2013 - Present
Merrill Lynch   June 2011 - December 2012
Bank of America/Merrill Lynch  May 2010 - August 2010
Universal Music Group  June 2009 - August 2009
Universal Music Group  May 2008 - August 2008

Education
University of Maryland College Park   2007 — 2011

Ben Langione Ben Langione Greater New York City Area Details
Ben Langione's Merrill Lynch Experience June 2010 - Present
Job Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   June 2010 - Present
UBS Investment Bank  June 2009 - August 2009
Citigroup  June 2008 - August 2008
Citigroup  June 2007 - August 2007

Education
University of Maryland - Robert H. Smith School of Business   2006 — 2010
Bachelor of Science

Hastings High

Matthew Gluck Matthew Gluck Greater New York City Area Details
Matthew Gluck's Merrill Lynch Experience December 2007 - July 2008
Job Project Manager DoddFrank & EMIR Control & MI at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  June 2013 - Present
RBS Investment Bank   March 2010 - June 2013
Credit Suisse  November 2009 - February 2010
Citigroup  May 2009 - November 2009
UBS Investment Bank  September 2008 - April 2009
Merrill Lynch   December 2007 - July 2008
JPMorgan Chase  October 2005 - November 2007
Credit Suisse  February 2005 - October 2005
Reuters America  June 2004 - January 2005
Bernard L. Madoff Investment Securities  February 2000 - November 2003

Skills
Derivatives, Fixed Income, Equities, Business Analysis, Bloomberg, Trading Systems, Trading, Options, Investment Banking, Equity Derivatives, Requirements Gathering, Visio, Vendor Management, User Acceptance Testing, Securities, Business Requirements, Back Office

Education
University of Maryland College Park   1994 — 1998
bs, Finance

Nicholas DeMaio, CPA, CGMA Nicholas DeMaio, CPA, CGMA Greater New York City Area Details
Nicholas DeMaio, CPA, CGMA's Merrill Lynch Experience July 2005 - March 2006
Job Vice President at TD
Industry Banking
Experience
TD  November 2014 - Present
JPMorgan Chase  February 2013 - November 2014
JPMorgan Chase  April 2006 - February 2013
Merrill Lynch   July 2005 - March 2006
UBS Investment Bank  March 2001 - July 2005
Arthur Andersen  September 1998 - March 2001

Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Auditing, Banking, Regulatory Capital, Budgets, Finance, Management, Risk Management, Business Analysis, Analysis, Risk Based Capital, Stress Testing, CCAR, DFAST

Education
University of Maryland - Robert H. Smith School of Business   1995 — 1998
BA, Accounting

Mary Grace Kosloski Mary Grace Kosloski Woodstock, Georgia Details
Mary Grace Kosloski's Merrill Lynch Experience 1988 - 1999
Job Manager at Trident Trust
Industry Accounting
Experience
Trident Trust  August 2014 - Present
OLDE TOWNE TAX & ACCOUNTING   January 2011 - Present
Win2ition   January 2012 - October 2014
The Intersect Group  2010 - 2012
Internap  2008 - 2009
Resources Global Professionals  2006 - 2008
ACS Healthcare Provider Solutions  2003 - 2005
MPS Group  2000 - 2001
BlueCross BlueShield of Florida  1999 - 2000
Merrill Lynch   1988 - 1999

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics

Anitta Mathai Anitta Mathai Dallas/Fort Worth Area Details
Anitta Mathai's Merrill Lynch Experience June 2008 - August 2008
Job Senior Accountant at Match.com
Industry Accounting
Experience
Match.com  December 2013 - Present
Enviva LP  April 2011 - April 2013
Grant Thornton  January 2009 - April 2011
Merrill Lynch   June 2008 - August 2008
University of Maryland  September 2007 - May 2008
Morgan Stanley  June 2007 - August 2007

Skills
Internal Controls, Accounting, Forecasting, General Ledger, Due Diligence, Variance Analysis, Account Reconciliation, Auditing, SEC filings, FRx, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Payroll, Internal Audit, Process Improvement, ADP Payroll, FAS, Financial Services, Financial Accounting, Finance, MAS500, Hyperion Financial..., Hyperion HFM, Financial Modeling, Microsoft Dynamics GP, IFRS, Excel Models, Essbase, SEC Filings

Education
University of Maryland College Park   2005 — 2008
Bacholor of Science

Christopher Sheeler Christopher Sheeler Baltimore, Maryland Area Details
Christopher Sheeler's Merrill Lynch Experience November 2012 - December 2013
Job Financial Advisor at BB&T Investment Services
Industry Investment Banking
Experience
BB&T  May 2012 - Present
MassMutual Financial Group  January 2014 - February 2015
Merrill Lynch   November 2012 - December 2013
New York Life Insurance Company  March 2005 - November 2012
MBNA  June 1995 - March 2005

Skills
Retirement Planning, Insurance, Retirement, Life Insurance, Fixed Annuities, Long-term Care, Investments, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Pensions, Disability Insurance, Mutual Funds, Term Life Insurance, Financial Advisory, Risk Management, Long Term Care Insurance, Financial Planners, Wealth, Financial Planning

Education
University of Maryland College Park   1993 — 1996
Marketing, Business, Management, Marketing, and Related Support Services

Greg Buchinski Greg Buchinski Towson, Maryland Details
Greg Buchinski's Merrill Lynch Experience May 1997 - Present
Job First Vice President Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   May 1997 - Present

Skills
Equities, Estate Planning, Finance, Portfolio Management, Investments, Public Speaking, Retirement Planning, Series 7, Wealth Management, 401k

Education
University of Maryland Baltimore County   1994 — 1997
BA, Finance and Economics

Pierre Levermore Pierre Levermore Washington D.C. Metro Area Details
Pierre Levermore's Merrill Lynch Experience June 2009 - June 2013
Job Vice President, Premier Banking
Industry Financial Services
Experience
SunTrust Bank  July 2013 - Present
Merrill Lynch   June 2009 - June 2013
Capital Asset Management Group  October 2006 - June 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Finance, Business Development, Strategic Financial..., Investments, Series 7, Wealth Management..., Wealth Management, Investment Strategies, Retirement Planning, Investment Management, Leadership, Equity Trading, Equities, Retirement, Asset Allocation

Education
University of Maryland College Park   2004 — 2008
Economics

Montgomery College   2004 — 2004
Associate of Arts (AA), Business Administration and Management, General

Investment Banking Institute, Washington DC

Joshua Goldstein Joshua Goldstein Washington D.C. Metro Area Details
Joshua Goldstein's Merrill Lynch Experience June 2010 - August 2010
Job Senior Associate at Optimity Advisors
Industry Management Consulting
Experience
Optimity Advisors  September 2014 - Present
Optimity Advisors  July 2012 - September 2014
Ernst & Young  June 2011 - August 2011
Merrill Lynch   June 2010 - August 2010
GE Healthcare  February 2010 - May 2010

Skills
Six Sigma, Management Consulting, Data Analysis, Financial Analysis, Business Strategy, Business Process..., Business Analysis, Competitive Analysis, Healthcare Consulting, Strategy, Process Improvement, Analysis, Financial Modeling, Public Speaking, Research, Consulting

Education
University of Maryland College Park
B.S., Accounting and Finance

American University of Rome
Semester Abroad

Yonnas Terefe Yonnas Terefe Washington D.C. Metro Area Details
Yonnas Terefe's Merrill Lynch Experience August 2006 - February 2009
Job Equity Analyst at Calvert Investments
Industry Financial Services
Experience
Calvert Investments  November 2014 - Present
Calvert Investments  January 2011 - October 2014
Merrill Lynch   August 2006 - February 2009

Skills
Investments, Equities, Mutual Funds, Financial Analysis, Research, Economics, Microsoft Office, Bloomberg, Fixed Income, Securities, Valuation, Asset Management, DST, AWD Systems, Private Banking, FactSet, Bloomberg Terminal, Management, Microsoft Excel

Education
University of Maryland College Park   2007 — 2009
BA, Economics

University of Maryland College Park   2007 — 2009
Bachelor of Arts (B.A.), Economics

Caithlin Ryan Bridegum Caithlin Ryan Bridegum Greater Philadelphia Area Details
Caithlin Ryan Bridegum's Merrill Lynch Experience April 2007 - December 2009
Job at
Industry Human Resources
Experience
Bank of America  July 2013 - Present
Bank of America  December 2009 - Present
Merrill Lynch   April 2007 - December 2009

Skills
HRIS, Onboarding, Deferred Compensation, Human Resources, Employee Benefits, Employee Engagement, Performance Management, HR Policies, Applicant Tracking..., Talent Acquisition, Employee Relations, Benefits Administration

Education
University of Maryland College Park   1995 — 1999
Sociology, Education

Nada Ibrahim Nada Ibrahim Baltimore, Maryland Area Details
Nada Ibrahim's Merrill Lynch Experience June 2011 - August 2011
Job University of Maryland Master's and Certification in Education
Industry Education Management
Experience
Epic  August 2012 - February 2014
Merrill Lynch   June 2011 - August 2011
Cox, Matthews, & Associates Inc.   June 2010 - August 2011
Rainbow Child Development Center  July 2007 - January 2010
Target  June 2006 - September 2006

Skills
Online Advertising, Advertising, Management, Entrepreneurship, Marketing, Research, Editing, Analysis, Healthcare Information..., Healthcare Consulting, Healthcare Information..., Management Consulting, Teaching, Early Childhood..., Early Childhood..., Early Childhood Literacy

Education
University of Maryland College Park   2014 — 2015
Master's Degree, Elementary Education and Teaching

College of William & Mary   2008 — 2012
Bachelor's Degree, Marketing

James Robert Colabelli James Robert Colabelli Greater Los Angeles Area Details
James Robert Colabelli's Merrill Lynch Experience July 2010 - July 2012
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
US Trust  July 2012 - February 2015
Merrill Lynch   July 2010 - July 2012
AXA  September 2007 - June 2010

Skills
Portfolio Management, Financial Analysis, Investments, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Insurance, Mutual Funds, Securities, Investment Advisory, Financial Services

Education
University of Maryland College Park   2004 — 2007
Economics

Adam Behrens Adam Behrens Greater New York City Area Details
Adam Behrens's Merrill Lynch Experience 2010 - Present
Job Investment Service Adviser at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2010 - Present

Skills
Customer Service, Equities, Financial Analysis, Finance, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Risk Management, Microsoft Word

Education
University of Maryland College Park   2006 — 2009

John Pullaro John Pullaro Washington D.C. Metro Area Details
John Pullaro's Merrill Lynch Experience June 2000 - July 2002
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T  November 2005 - Present
Edward Jones  July 2002 - November 2005
Merrill Lynch   June 2000 - July 2002

Skills
Portfolio Management, Series 7, Investments, Banking, Retirement Planning, Series 63, Asset Allocation, Strategic Financial..., Mutual Funds, Credit, Investment Advisory, Loans, Retail Banking, Financial Analysis, Asset Management, Investment Strategies, Mortgage Lending, Equities, Commercial Lending, Retirement

Education
University of Maryland College Park   1988 — 1993
Bachelor's degree, Business Administration and Management, General

Franklin Delano Roosevelt High School   1984 — 1988

Neva Hagopian Neva Hagopian Washington D.C. Metro Area Details
Neva Hagopian's Merrill Lynch Experience 1997 - 2003
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
Scott & Stringfellow  June 2009 - Present
BBT Scott & Stringfellow  2009 - Present
Wachovia Securities  2003 - 2009
Merrill Lynch   1997 - 2003

Education
University of Maryland College Park

Frank Drake Frank Drake United States Details
Frank Drake's Merrill Lynch Experience 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch   2008 - Present

Skills
Series 7, Uniform Combined State..., Mutual Funds, Wealth Management, Asset Allocation, 401k, IRAs, Investment Strategies, Finance, Investment Advisory, Wealth Management..., 401k Rollovers, Wealth, Financial Advisory, Roth IRA, Certified Financial..., 529 Plans, Wealth Accumulation, Personal Financial..., Variable Annuities, ETFs, Saving for Education, Estate Planning, College Savings Plans

Education
University of Maryland College Park   1974 — 1977
BS, Business and Management

Matthew Dalena Matthew Dalena Washington D.C. Metro Area Details
Matthew Dalena's Merrill Lynch Experience 2013 - 2013
Job Student at University of Maryland College Park
Industry Accounting
Experience
Merrill Lynch   2013 - 2013

Education
University of Maryland College Park   2010 — 2013

Thomas McGuckian Thomas McGuckian Baltimore, Maryland Area Details
Thomas McGuckian's Merrill Lynch Experience July 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2004 - Present

Education
University of Maryland College Park

Erik Nikirk Erik Nikirk New York, New York Details
Erik Nikirk's Merrill Lynch Experience 2005 - 2006
Job Associate Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management  2013 - Present
Citi  2006 - 2013
Merrill Lynch   2005 - 2006

Skills
Series 7, Series 66, Separately Managed..., portfolio management, Security APL, Asset Managment, Equities, Equity Trading, Mutual Funds, Portfolio Management, Bloomberg

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics

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