Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Vinith Nayak Vinith Nayak's Merrill Lynch Experience 1995 - 1999
Job Technology Architect & Senior ASP.NET Developer seeking CorpToCorp Contracts to solve your toughest business problems
Industry Information Technology and Services
Experience
Harris Corporation (formerly ITT Exelis) March 2013 - Present
Nytech, Inc. February 1994 - Present
Accenture October 2011 - October 2012
Educational Testing Service November 2006 - June 2011
BMW of North America March 1999 - July 2006
Merrill Lynch 1995 - 1999
AIG June 1994 - December 1994
The Bank of New York July 1993 - May 1994
Verizon 1991 - 1993
Quotient 1988 - 1991
Skills
Web Applications, Java, C#, Microsoft SQL Server, ASP.NET, Cloud Computing..., Amazon EC2 Cloud, Amazon EBS (Elastic..., Oracle, MySQL, Web Services, Amazon Web Services..., SOA (Sevice Oriented..., Sybase, SOA, Cloud Computing, Agile Methodologies, XML, .NET, Databases, Software Development, Integration, Enterprise Architecture, Requirements Analysis, Enterprise Software, Business Analysis, Web Development, IIS, Architecture, Software Design, SDLC, WCF, Software Project..., Architectures
Education
University of Massachusetts Dartmouth 1984 — 1988
B.S.
Don Bosco High School 1968 — 1982
SSC - Secondary School Certificate (equivalent of US High School Diploma)
Harris Corporation (formerly ITT Exelis) March 2013 - Present
Nytech, Inc. February 1994 - Present
Accenture October 2011 - October 2012
Educational Testing Service November 2006 - June 2011
BMW of North America March 1999 - July 2006
Merrill Lynch 1995 - 1999
AIG June 1994 - December 1994
The Bank of New York July 1993 - May 1994
Verizon 1991 - 1993
Quotient 1988 - 1991
Skills
Web Applications, Java, C#, Microsoft SQL Server, ASP.NET, Cloud Computing..., Amazon EC2 Cloud, Amazon EBS (Elastic..., Oracle, MySQL, Web Services, Amazon Web Services..., SOA (Sevice Oriented..., Sybase, SOA, Cloud Computing, Agile Methodologies, XML, .NET, Databases, Software Development, Integration, Enterprise Architecture, Requirements Analysis, Enterprise Software, Business Analysis, Web Development, IIS, Architecture, Software Design, SDLC, WCF, Software Project..., Architectures
Education
University of Massachusetts Dartmouth 1984 — 1988
B.S.
Don Bosco High School 1968 — 1982
SSC - Secondary School Certificate (equivalent of US High School Diploma)
Thu Huynh Thu Huynh's Merrill Lynch Experience January 2009 - May 2009
Job Senior Performance & Analytics Analyst at First Quadrant
Industry Financial Services
Experience
First Quadrant December 2013 - Present
Courtyard Bungalows Community Corporation June 2015 - Present
GW&K Investment Management May 2012 - November 2013
GW&K Investment Management October 2011 - May 2012
J.P. Morgan November 2009 - October 2011
Merrill Lynch January 2009 - May 2009
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Microsoft Office, Hedge Funds, Investments, Securities, Bloomberg Terminal, Wealth Management, Strategic Financial..., Banking, Bonds, Asset Management, FactSet, Enterprise Software, PeopleSoft, Windows, Finance, Alternative Investments, Financial Services, Windows operating..., Investment Banking, Client Services, Risk Management, Corporate Finance, Equity Research, Credit Analysis, Derivatives, Financial Reporting, Options, Performance Attribution, Asset Allocation, Valuation, Corporate Actions, Financial Analysis, Account Reconciliation, Data Analysis, Analysis, Equity Trading, Financial Markets, Investment Advisory, Microsoft Excel
Education
University of Massachusetts Boston 2006 — 2009
Bachelor of Science, Finance
University of Massachusetts, Amherst 2005 — 2006
Biochemistry
First Quadrant December 2013 - Present
Courtyard Bungalows Community Corporation June 2015 - Present
GW&K Investment Management May 2012 - November 2013
GW&K Investment Management October 2011 - May 2012
J.P. Morgan November 2009 - October 2011
Merrill Lynch January 2009 - May 2009
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Microsoft Office, Hedge Funds, Investments, Securities, Bloomberg Terminal, Wealth Management, Strategic Financial..., Banking, Bonds, Asset Management, FactSet, Enterprise Software, PeopleSoft, Windows, Finance, Alternative Investments, Financial Services, Windows operating..., Investment Banking, Client Services, Risk Management, Corporate Finance, Equity Research, Credit Analysis, Derivatives, Financial Reporting, Options, Performance Attribution, Asset Allocation, Valuation, Corporate Actions, Financial Analysis, Account Reconciliation, Data Analysis, Analysis, Equity Trading, Financial Markets, Investment Advisory, Microsoft Excel
Education
University of Massachusetts Boston 2006 — 2009
Bachelor of Science, Finance
University of Massachusetts, Amherst 2005 — 2006
Biochemistry
Lillian Schnabel Lillian Schnabel's Merrill Lynch Experience 2013 - 2014
Job Experienced Training Manager
Industry Program Development
Experience
Morgan Stanley Wealth Management April 2014 - June 2014
Merrill Lynch 2013 - 2014
Chesapeake Employers' Insurance Company 2013 - 2013
US Air Force January 2007 - December 2012
Lancaster County Woman's Newspaper January 2006 - January 2007
Skills
•Proficient in..., Effective public..., •A confident leader..., •Excellent..., •Ability to work well..., Air Force, Security Clearance, Management, Program Management, Human Resources, Training, Government, Employee Training, Leadership, Strategic Planning
Education
University of Maryland University College 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Community College of the Air Force 2007 — 2012
Associate of Science (A.S.), Emergency Management
Morgan Stanley Wealth Management April 2014 - June 2014
Merrill Lynch 2013 - 2014
Chesapeake Employers' Insurance Company 2013 - 2013
US Air Force January 2007 - December 2012
Lancaster County Woman's Newspaper January 2006 - January 2007
Skills
•Proficient in..., Effective public..., •A confident leader..., •Excellent..., •Ability to work well..., Air Force, Security Clearance, Management, Program Management, Human Resources, Training, Government, Employee Training, Leadership, Strategic Planning
Education
University of Maryland University College 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Community College of the Air Force 2007 — 2012
Associate of Science (A.S.), Emergency Management
Joe Colell Joe Colell's Merrill Lynch Experience June 1981 - April 1990
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm July 1998 - Present
LPL Financial August 1994 - Present
Morgan Stanley Wealth Management May 1990 - April 1993
Merrill Lynch June 1981 - April 1990
Skills
Investments, Investment Strategies, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Retirement, Asset Management, Finance
Education
University of Massachusetts, Amherst
BBA-Bachelor of Business Administration (BBA), Business/Managerial Economics
Ameriprise Financial Services, Inc. August 2014 - Present
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm July 1998 - Present
LPL Financial August 1994 - Present
Morgan Stanley Wealth Management May 1990 - April 1993
Merrill Lynch June 1981 - April 1990
Skills
Investments, Investment Strategies, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Retirement, Asset Management, Finance
Education
University of Massachusetts, Amherst
BBA-Bachelor of Business Administration (BBA), Business/Managerial Economics
Mindy Bequette Mindy Bequette's Merrill Lynch Experience September 2013 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Select Energy Services July 2011 - September 2013
Shreveport Job Corps January 2011 - June 2011
USAF Force Support Squadron June 2008 - November 2010
Skills
Proficient Typing Skills, Supervisory Skills, Team Building, Drafting Policies, Office Management, Reporting & Analysis, Spreadsheets, Accounts Payable, Accounts Receivable, Microsoft Office, Records Management, Event Planning, Inventory Management, Expense Reports, 10 Key, Recruiting, Customer Service, Logistics, Office Administration, Microsoft Excel, PowerPoint, Salesforce.com, Credit Card Transaction..., Staff Supervision, Corporate Branding, Supply Management, Oil/Gas, Natural Gas, Flow Charts, Organizational..., Operations Management, Invoicing, Petroleum, Management, Energy Industry, Payroll, Gas, Oil & Gas Industry, Energy, Human Resources, Budgets, Outlook, Purchasing, Employee Benefits, Microsoft Word, Oil
Education
University of Maryland University College 2009 — 2011
USAF Police Academy 1998 — 1998
Milwaukie High School 1993 — 1995
University of Maryland University College
Merrill Lynch September 2013 - Present
Select Energy Services July 2011 - September 2013
Shreveport Job Corps January 2011 - June 2011
USAF Force Support Squadron June 2008 - November 2010
Skills
Proficient Typing Skills, Supervisory Skills, Team Building, Drafting Policies, Office Management, Reporting & Analysis, Spreadsheets, Accounts Payable, Accounts Receivable, Microsoft Office, Records Management, Event Planning, Inventory Management, Expense Reports, 10 Key, Recruiting, Customer Service, Logistics, Office Administration, Microsoft Excel, PowerPoint, Salesforce.com, Credit Card Transaction..., Staff Supervision, Corporate Branding, Supply Management, Oil/Gas, Natural Gas, Flow Charts, Organizational..., Operations Management, Invoicing, Petroleum, Management, Energy Industry, Payroll, Gas, Oil & Gas Industry, Energy, Human Resources, Budgets, Outlook, Purchasing, Employee Benefits, Microsoft Word, Oil
Education
University of Maryland University College 2009 — 2011
USAF Police Academy 1998 — 1998
Milwaukie High School 1993 — 1995
University of Maryland University College
Taylor Haselgard Taylor Haselgard's Merrill Lynch Experience May 2009 - August 2009
Job CAAG Investor Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon July 2011 - February 2013
Rockport National Bank July 2010 - August 2011
Centers for Learning September 2009 - May 2011
Gloucester House Restruant July 2006 - July 2010
Merrill Lynch May 2009 - August 2009
Delaware North Companies November 2008 - February 2009
Skills
Customer Service, Leadership, Research, Microsoft Excel, Time Management, Microsoft Office
Education
University of Massachusetts Lowell 2007 — 2011
Bachelors Degree, Business Finance and Economics (Double Major)
BNY Mellon February 2013 - Present
BNY Mellon July 2011 - February 2013
Rockport National Bank July 2010 - August 2011
Centers for Learning September 2009 - May 2011
Gloucester House Restruant July 2006 - July 2010
Merrill Lynch May 2009 - August 2009
Delaware North Companies November 2008 - February 2009
Skills
Customer Service, Leadership, Research, Microsoft Excel, Time Management, Microsoft Office
Education
University of Massachusetts Lowell 2007 — 2011
Bachelors Degree, Business Finance and Economics (Double Major)
Chris Fahey's Merrill Lynch Experience April 1999 - Present
Job Sr. Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1999 - Present
Education
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Merrill Lynch April 1999 - Present
Education
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Ray Moylan Ray Moylan's Merrill Lynch Experience May 2013 - August 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Northwestern Mutual June 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Jones Beach State Park May 2011 - August 2013
New York Lizards May 2011 - August 2011
Baseball Summer Camp June 2009 - June 2011
Skills
Social Media, Public Speaking, Marketing, Microsoft Word, Community Outreach, Event Management, Higher Education, Management, PowerPoint, Sales, Microsoft Excel, Event Planning, Microsoft Office, Facebook, Market Research, Leadership, Teamwork, Risk Assessment, Customer Service, Finance
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School 2006 — 2010
Fidelity Investments August 2015 - Present
Northwestern Mutual June 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Jones Beach State Park May 2011 - August 2013
New York Lizards May 2011 - August 2011
Baseball Summer Camp June 2009 - June 2011
Skills
Social Media, Public Speaking, Marketing, Microsoft Word, Community Outreach, Event Management, Higher Education, Management, PowerPoint, Sales, Microsoft Excel, Event Planning, Microsoft Office, Facebook, Market Research, Leadership, Teamwork, Risk Assessment, Customer Service, Finance
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School 2006 — 2010
Kristian Molloy Kristian Molloy's Merrill Lynch Experience October 2007 - February 2009
Job Hunt Mortgage Group
Industry Commercial Real Estate
Experience
Hunt Mortgage Group November 2011 - Present
Marcus & Millichap October 2009 - January 2011
Merrill Lynch October 2007 - February 2009
Skills
Real Estate Economics, Investors, Asset Managment, Real Estate Financing, Loans, Real Estate, Asset Management, Structured Finance, Banking, Equities, Investment Properties, Finance, Apartments, Funding
Education
Villanova University 2003 — 2006
Bachelor of Science, Business Admin., Business/Marketing
University of Massachusetts, Amherst 2002 — 2003
Sports Management/Business
Hillsborough High School 1998 — 2002
Hunt Mortgage Group November 2011 - Present
Marcus & Millichap October 2009 - January 2011
Merrill Lynch October 2007 - February 2009
Skills
Real Estate Economics, Investors, Asset Managment, Real Estate Financing, Loans, Real Estate, Asset Management, Structured Finance, Banking, Equities, Investment Properties, Finance, Apartments, Funding
Education
Villanova University 2003 — 2006
Bachelor of Science, Business Admin., Business/Marketing
University of Massachusetts, Amherst 2002 — 2003
Sports Management/Business
Hillsborough High School 1998 — 2002
Jim Baxter's Merrill Lynch Experience October 2012 - October 2013
Job Technical Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard February 2014 - Present
Merrill Lynch October 2012 - October 2013
Syniverse Technologies September 2010 - December 2012
Onset HOBO Data Loggers April 2008 - April 2010
bcgi 2005 - 2007
Lucent Technologies July 2000 - July 2005
MARKEM January 1999 - July 2000
Hewlett Packard 1978 - 1998
Skills
Wireless, Telecommunications, Cross-functional Team..., VoIP, Program Management, IP, Enterprise Software, Leadership, Solution Selling, Team Building, Mobile Devices, Vendor Management, SaaS, Product Marketing, Product Management, Networking, Cloud Computing, Cisco Technologies, Product Development, Technical Support, Data Center, Analysis, Troubleshooting, Integration, Professional Services, Security, Pre-sales, Managed Services, Testing, Hardware, TCP/IP, SIP, Network Design, Virtualization, Disaster Recovery, MPLS, Switches, System Deployment, WAN, Unix, Wireless Networking, Servers, Storage, Routers, Routing, Solaris, Network Security, Ethernet, Network Architecture, Operating Systems
Education
University of Massachusetts at Lowell 1972 — 1976
BS, EE
Hewlett-Packard February 2014 - Present
Merrill Lynch October 2012 - October 2013
Syniverse Technologies September 2010 - December 2012
Onset HOBO Data Loggers April 2008 - April 2010
bcgi 2005 - 2007
Lucent Technologies July 2000 - July 2005
MARKEM January 1999 - July 2000
Hewlett Packard 1978 - 1998
Skills
Wireless, Telecommunications, Cross-functional Team..., VoIP, Program Management, IP, Enterprise Software, Leadership, Solution Selling, Team Building, Mobile Devices, Vendor Management, SaaS, Product Marketing, Product Management, Networking, Cloud Computing, Cisco Technologies, Product Development, Technical Support, Data Center, Analysis, Troubleshooting, Integration, Professional Services, Security, Pre-sales, Managed Services, Testing, Hardware, TCP/IP, SIP, Network Design, Virtualization, Disaster Recovery, MPLS, Switches, System Deployment, WAN, Unix, Wireless Networking, Servers, Storage, Routers, Routing, Solaris, Network Security, Ethernet, Network Architecture, Operating Systems
Education
University of Massachusetts at Lowell 1972 — 1976
BS, EE
Preston Spitz Preston Spitz's Merrill Lynch Experience October 2011 - April 2013
Job Real Estate Sales Professional
Industry Real Estate
Experience
Chase Realty June 2015 - Present
Citizens Bank March 2014 - March 2015
Sovereign Bank April 2013 - August 2013
Merrill Lynch October 2011 - April 2013
Citizens Bank February 2009 - September 2011
Skills
Salesforce.com, Mutual Funds, Customer Service, Strategic Planning, Alternative Investments, Leadership, Mortgage Lending, Series 7, Uniform Combined State..., Asset Allocation, Financial Analysis, Investments, Banking, Retirement Planning, Securities, Loans, Estate Planning, Equities, Relationship Management, Series 63
Education
University of Massachusetts, Amherst 2007 — 2008
Public Health
University of Miami 2004 — 2006
Biology/Biological Sciences, General
Chase Realty June 2015 - Present
Citizens Bank March 2014 - March 2015
Sovereign Bank April 2013 - August 2013
Merrill Lynch October 2011 - April 2013
Citizens Bank February 2009 - September 2011
Skills
Salesforce.com, Mutual Funds, Customer Service, Strategic Planning, Alternative Investments, Leadership, Mortgage Lending, Series 7, Uniform Combined State..., Asset Allocation, Financial Analysis, Investments, Banking, Retirement Planning, Securities, Loans, Estate Planning, Equities, Relationship Management, Series 63
Education
University of Massachusetts, Amherst 2007 — 2008
Public Health
University of Miami 2004 — 2006
Biology/Biological Sciences, General
Laura (Krattli) Genova's Merrill Lynch Experience January 2007 - July 2010
Job Director of Investor Relations & Marketing at Pyrrho Capital Management
Industry Financial Services
Experience
Pyrrho Capital Management June 2015 - Present
Deutsche Bank July 2010 - April 2015
Merrill Lynch January 2007 - July 2010
GE Capital July 2005 - December 2006
Skills
Series 3, Series 7, Series 63, Valuation, FINRA, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Commodity Markets, Financial Modeling, Investment Banking, Commodity, Derivatives
Education
University of Massachusetts, Amherst 2001 — 2005
BBA, Finance
Pyrrho Capital Management June 2015 - Present
Deutsche Bank July 2010 - April 2015
Merrill Lynch January 2007 - July 2010
GE Capital July 2005 - December 2006
Skills
Series 3, Series 7, Series 63, Valuation, FINRA, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Commodity Markets, Financial Modeling, Investment Banking, Commodity, Derivatives
Education
University of Massachusetts, Amherst 2001 — 2005
BBA, Finance
Brian Stanton's Merrill Lynch Experience August 2015 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
Jay Turakhia Jay Turakhia's Merrill Lynch Experience May 2010 - August 2010
Job Business Banking at PNC Financial Services
Industry Banking
Experience
PNC Business Banking September 2012 - Present
PNC August 2011 - August 2012
Merrill Lynch May 2010 - August 2010
Office of the Public Defender May 2009 - September 2009
Skills
Banking, Credit, Finance, Commercial Lending, Treasury Management
Education
University of Maryland College Park 2007 — 2011
Bachelor, International Business/Marketing
University of Maryland, College Park, Robert H. Smith School of Business May 2011 2007 — 2011
Bachelor of Science, International Business/Marketing
PNC Business Banking September 2012 - Present
PNC August 2011 - August 2012
Merrill Lynch May 2010 - August 2010
Office of the Public Defender May 2009 - September 2009
Skills
Banking, Credit, Finance, Commercial Lending, Treasury Management
Education
University of Maryland College Park 2007 — 2011
Bachelor, International Business/Marketing
University of Maryland, College Park, Robert H. Smith School of Business May 2011 2007 — 2011
Bachelor of Science, International Business/Marketing
Karen Daley Karen Daley's Merrill Lynch Experience August 1980 - May 1986
Job President at Homeland Title and Escrow, Ltd
Industry Real Estate
Experience
Homeland Title and Escrow, Ltd September 1994 - Present
another company August 1986 - August 1994
Merrill Lynch August 1980 - May 1986
Skills
Real Estate, Title Insurance, Foreclosures, Mortgage Lending, Refinance, Reverse Mortgages, Residential Homes, Investment Properties, Short Sales, Escrow, Settlement, First Time Home Buyers, Negotiation, Real Estate Transactions, Investors, HUD, FHA, Single Family Homes, Sellers, Closings, Real Estate Financing, New Homes, REO, Condos, Buyers
Education
University of Maryland College Park 1969 — 1971
BS, Business
Homeland Title and Escrow, Ltd September 1994 - Present
another company August 1986 - August 1994
Merrill Lynch August 1980 - May 1986
Skills
Real Estate, Title Insurance, Foreclosures, Mortgage Lending, Refinance, Reverse Mortgages, Residential Homes, Investment Properties, Short Sales, Escrow, Settlement, First Time Home Buyers, Negotiation, Real Estate Transactions, Investors, HUD, FHA, Single Family Homes, Sellers, Closings, Real Estate Financing, New Homes, REO, Condos, Buyers
Education
University of Maryland College Park 1969 — 1971
BS, Business
Earl Dixon Earl Dixon's Merrill Lynch Experience October 2006 - January 2009
Job Owner/CEO Creative Digital
Industry Marketing and Advertising
Experience
Creative Digital January 2009 - Present
Merrill Lynch October 2006 - January 2009
Education
University of Maryland University College 2004 — 2007
Bachelors, Computer Information Technology
Creative Digital January 2009 - Present
Merrill Lynch October 2006 - January 2009
Education
University of Maryland University College 2004 — 2007
Bachelors, Computer Information Technology
Christopher Carey Christopher Carey's Merrill Lynch Experience 2008 - 2009
Job Director of Originations at FJM Private Mortgage Fund, LLC
Industry Financial Services
Experience
FJM Private Mortgage Fund, LLC September 2015 - Present
Pacific Bay Lending, Inc. September 2012 - Present
Pacific Private Money September 2010 - August 2012
Golden Gateway Financial March 2009 - July 2010
Merrill Lynch 2008 - 2009
Steelhead Capital 2007 - 2008
IMPAC Commercial Capital Corp January 2007 - November 2007
Pacific National Bank August 2005 - January 2007
GreenPoint Mortgage 1997 - 2005
Skills
Private Money Loans, Investor Services, Real Estate Finance, Loans, Credit, Money, Self-directed, Real Estate, IRA's, Mortgage, Banking, Real Estate Investment, Roth IRA, Mortgage Lending, Real Estate Development, 401k, Annuities, Underwriting, Conventional, Short Sales, Real Estate Transactions, Investment Properties, Credit Risk, Refinance, Residential, Purchase, Foreclosures, Credit Analysis, Loan Structuring, REO, Commercial Lending, Commercial Mortgages, Realty, Mortgage Industry, Retirement Planning, Investors, Real Estate Financing, Leases, Workout, Residential Homes, Real Estate Economics, Investments, Commercial Real Estate, Loan Origination, Asset Management, Finance, Financial Structuring
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelors degree, Business
FJM Private Mortgage Fund, LLC September 2015 - Present
Pacific Bay Lending, Inc. September 2012 - Present
Pacific Private Money September 2010 - August 2012
Golden Gateway Financial March 2009 - July 2010
Merrill Lynch 2008 - 2009
Steelhead Capital 2007 - 2008
IMPAC Commercial Capital Corp January 2007 - November 2007
Pacific National Bank August 2005 - January 2007
GreenPoint Mortgage 1997 - 2005
Skills
Private Money Loans, Investor Services, Real Estate Finance, Loans, Credit, Money, Self-directed, Real Estate, IRA's, Mortgage, Banking, Real Estate Investment, Roth IRA, Mortgage Lending, Real Estate Development, 401k, Annuities, Underwriting, Conventional, Short Sales, Real Estate Transactions, Investment Properties, Credit Risk, Refinance, Residential, Purchase, Foreclosures, Credit Analysis, Loan Structuring, REO, Commercial Lending, Commercial Mortgages, Realty, Mortgage Industry, Retirement Planning, Investors, Real Estate Financing, Leases, Workout, Residential Homes, Real Estate Economics, Investments, Commercial Real Estate, Loan Origination, Asset Management, Finance, Financial Structuring
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelors degree, Business
Marie Keyes's Merrill Lynch Experience January 2015 - Present
Job Vice President, Communications Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Voya Financial August 2014 - January 2015
Voya Financial May 2010 - August 2014
Fidelity Investments April 2007 - August 2009
Fidelity Investments June 2006 - April 2007
Fidelity Investments May 2005 - June 2006
Skills
Project Management, Marketing Communications, Public Relations, Program Management, Strategic Communications, Social Media, Corporate Communications, Direct Marketing, Email Marketing, Financial Services, Newsletters, Strategy, Marketing Strategy, Management, Internal Communications, Marketing, Strategic Planning, Publishing, Editing, Integrated Marketing, Team Building, Graphic Design, Project Planning, Copywriting, Media Relations
Education
University of Massachusetts, Amherst
BA, English
Merrill Lynch January 2015 - Present
Voya Financial August 2014 - January 2015
Voya Financial May 2010 - August 2014
Fidelity Investments April 2007 - August 2009
Fidelity Investments June 2006 - April 2007
Fidelity Investments May 2005 - June 2006
Skills
Project Management, Marketing Communications, Public Relations, Program Management, Strategic Communications, Social Media, Corporate Communications, Direct Marketing, Email Marketing, Financial Services, Newsletters, Strategy, Marketing Strategy, Management, Internal Communications, Marketing, Strategic Planning, Publishing, Editing, Integrated Marketing, Team Building, Graphic Design, Project Planning, Copywriting, Media Relations
Education
University of Massachusetts, Amherst
BA, English
Shao Liu's Merrill Lynch Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Scottrade 2008 - 2013
Bank of America 2005 - 2008
Yum's LLC 2004 - 2005
Skills
Financial Services, Customer Service, Business Development, Investments, Investment Advisory, Stock Trading, Mutual Funds, Options, Fixed Income, Retirement, Investment Education, Retail Banking, Sales, Portfolio Management, Accounts Payable, Accounts Receivable, Accounting
Education
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2014 - Present
Scottrade 2008 - 2013
Bank of America 2005 - 2008
Yum's LLC 2004 - 2005
Skills
Financial Services, Customer Service, Business Development, Investments, Investment Advisory, Stock Trading, Mutual Funds, Options, Fixed Income, Retirement, Investment Education, Retail Banking, Sales, Portfolio Management, Accounts Payable, Accounts Receivable, Accounting
Education
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
Anna Todd's Merrill Lynch Experience June 2014 - Present
Job Assistant to the Regional Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Copley Square Hotel 2013 - Present
Copley Square Hotel May 2013 - November 2013
Nantucket Yacht Club May 2012 - August 2012
Skills
Business, Proficient in French, Customer Service, Microsoft Excel, Energy, Events, Hospitality, Hotels, Innovation, Leadership, Microsoft Word, Social Networking, Office Management, Problem Solving, Tourism
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Hospitality and Tourism Management
Merrill Lynch June 2014 - Present
Copley Square Hotel 2013 - Present
Copley Square Hotel May 2013 - November 2013
Nantucket Yacht Club May 2012 - August 2012
Skills
Business, Proficient in French, Customer Service, Microsoft Excel, Energy, Events, Hospitality, Hotels, Innovation, Leadership, Microsoft Word, Social Networking, Office Management, Problem Solving, Tourism
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Hospitality and Tourism Management
Alice M Ryan Alice M Ryan's Merrill Lynch Experience December 1995 - June 2000
Job Commercial at TD Bank
Industry Financial Services
Experience
TD 2014 - Present
UBS Financial Services, Inc February 2008 - August 2013
The UPS Store December 2003 - January 2008
Salomon Smith Barney April 2001 - October 2002
Merrill Lynch December 1995 - June 2000
Skills
Mutual Funds, Banking, Equities, Service Delivery, Relationship Management, Wealth Management, Securities, Project Management, Managerial Finance, Operational Risk..., Portfolio Management, Financial Services, Microsoft Office, Bloomberg, Client Liaison, Process Improvement, Sales, CRM, FINRA, Investments, Customer Service, Compliance, Various propriety..., Reuters, Supernova, Loan Servicing, Construction Loans, Commercial Banking, Bank Reconciliation, Investment Banking, Commercial Lending, Asset Management, Management
Education
UMass Boston 1988 — 1991
Bachelor's Degree
University of Massachusetts Boston
Bachelor's degree
TD 2014 - Present
UBS Financial Services, Inc February 2008 - August 2013
The UPS Store December 2003 - January 2008
Salomon Smith Barney April 2001 - October 2002
Merrill Lynch December 1995 - June 2000
Skills
Mutual Funds, Banking, Equities, Service Delivery, Relationship Management, Wealth Management, Securities, Project Management, Managerial Finance, Operational Risk..., Portfolio Management, Financial Services, Microsoft Office, Bloomberg, Client Liaison, Process Improvement, Sales, CRM, FINRA, Investments, Customer Service, Compliance, Various propriety..., Reuters, Supernova, Loan Servicing, Construction Loans, Commercial Banking, Bank Reconciliation, Investment Banking, Commercial Lending, Asset Management, Management
Education
UMass Boston 1988 — 1991
Bachelor's Degree
University of Massachusetts Boston
Bachelor's degree
Paul S Ross Paul S Ross's Merrill Lynch Experience August 1993 - May 1999
Job Owner/Branch Manager, Eleven Atlantic LLC
Industry Financial Services
Experience
Eleven Atlantic, LLC October 2009 - Present
Shoreline Wealth Management, LLc. July 2007 - October 2009
Wachovia Securities August 2002 - July 2007
High Mark Securities, LLc September 1999 - August 2002
Merrill Lynch August 1993 - May 1999
US Navy September 1968 - August 1993
Skills
Retirement Planning, Estate Planning, Financial Planning, Series 7, Wealth Management, Mutual Funds, Investments, Securities, Investment Advisory, Retirement, Annuities, Financial Advisory, Portfolio Management, Insurance, Asset Management, Asset Allocation, 401k, Portfolios, Funding, Risk Management, Term Life Insurance, Pensions, Small Business, Planning, Succession Planning, Insurance Planning, Retirement Income..., Long Term Care, Long-term Care, Financial Planners, Strategic Financial...
Education
Webster University 1992 — 1993
Master of Arts (M.A.), Computer and Information Systems Security/Information Management, 3.9
University of Maryland University College 1973 — 1977
Bachelor of Science (BS), Communications
Eleven Atlantic, LLC October 2009 - Present
Shoreline Wealth Management, LLc. July 2007 - October 2009
Wachovia Securities August 2002 - July 2007
High Mark Securities, LLc September 1999 - August 2002
Merrill Lynch August 1993 - May 1999
US Navy September 1968 - August 1993
Skills
Retirement Planning, Estate Planning, Financial Planning, Series 7, Wealth Management, Mutual Funds, Investments, Securities, Investment Advisory, Retirement, Annuities, Financial Advisory, Portfolio Management, Insurance, Asset Management, Asset Allocation, 401k, Portfolios, Funding, Risk Management, Term Life Insurance, Pensions, Small Business, Planning, Succession Planning, Insurance Planning, Retirement Income..., Long Term Care, Long-term Care, Financial Planners, Strategic Financial...
Education
Webster University 1992 — 1993
Master of Arts (M.A.), Computer and Information Systems Security/Information Management, 3.9
University of Maryland University College 1973 — 1977
Bachelor of Science (BS), Communications
Catie Allen Catie Allen's Merrill Lynch Experience June 2000 - August 2000
Job Financial Broker
Industry Banking
Experience
Mortgage Giver LLC January 2009 - Present
Mortgage Giver LLC & C Allen Marketing February 2006 - Present
SGI-Solutions February 2008 - January 2009
World Properties International February 2007 - March 2008
The Mortgage Zone April 2006 - February 2007
Americay Mortgage Corp September 2004 - May 2006
Merrill Lynch June 2000 - August 2000
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Longmeadow High School
Diploma; Science, English and specialized; Math and Spanish
University of Massachusetts
Bachelor of Arts, Economics; Resource Economics; Political Economy; Spanish
Mortgage Giver LLC January 2009 - Present
Mortgage Giver LLC & C Allen Marketing February 2006 - Present
SGI-Solutions February 2008 - January 2009
World Properties International February 2007 - March 2008
The Mortgage Zone April 2006 - February 2007
Americay Mortgage Corp September 2004 - May 2006
Merrill Lynch June 2000 - August 2000
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Longmeadow High School
Diploma; Science, English and specialized; Math and Spanish
University of Massachusetts
Bachelor of Arts, Economics; Resource Economics; Political Economy; Spanish
Jennifer Braterman Jennifer Braterman's Merrill Lynch Experience 2005 - 2006
Job Vice President Compensation
Industry Hospitality
Experience
Wyndham Worldwide December 2014 - Present
CIGNA November 2012 - December 2014
Covance April 2007 - June 2012
Merrill Lynch 2005 - 2006
Readers Digest 2001 - 2005
American Express October 1999 - June 2001
Viacom August 1994 - October 1999
Skills
Compensation..., Sales Compensation, Executive Compensation, Compensation Planning, Recognition Programs, Executive Pay, Incentive Programs, Management, Employee Benefits, HRIS, Succession Planning, Personnel Management, Talent Management
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Communication
Wyndham Worldwide December 2014 - Present
CIGNA November 2012 - December 2014
Covance April 2007 - June 2012
Merrill Lynch 2005 - 2006
Readers Digest 2001 - 2005
American Express October 1999 - June 2001
Viacom August 1994 - October 1999
Skills
Compensation..., Sales Compensation, Executive Compensation, Compensation Planning, Recognition Programs, Executive Pay, Incentive Programs, Management, Employee Benefits, HRIS, Succession Planning, Personnel Management, Talent Management
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Communication
Christopher Martens's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Elan Zanger Elan Zanger's Merrill Lynch Experience June 2008 - August 2008
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies April 2015 - Present
Odeon Capital Group LLC October 2013 - April 2015
The OIX March 2012 - September 2013
Fairmont Capital June 2010 - February 2012
Meridian Capital Group June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Smith Barney, Wealth Management June 2007 - August 2007
Skills
Due Diligence, Real Estate, Microsoft Excel, Economics, Golf, Financial Analysis, Bloomberg Terminal, Equity Research, Mortgage Lending, Tax Credits, Historic Rehabilitation..., Budgets, Excel, Mortgage, Budget Analysis, Salesforce.com..., Fixed Income Analysis, Distressed Debt, Debt & Equity Financing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Economics
University of Sydney 2010 — 2010
BA, Economics
Jefferies April 2015 - Present
Odeon Capital Group LLC October 2013 - April 2015
The OIX March 2012 - September 2013
Fairmont Capital June 2010 - February 2012
Meridian Capital Group June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Smith Barney, Wealth Management June 2007 - August 2007
Skills
Due Diligence, Real Estate, Microsoft Excel, Economics, Golf, Financial Analysis, Bloomberg Terminal, Equity Research, Mortgage Lending, Tax Credits, Historic Rehabilitation..., Budgets, Excel, Mortgage, Budget Analysis, Salesforce.com..., Fixed Income Analysis, Distressed Debt, Debt & Equity Financing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Economics
University of Sydney 2010 — 2010
BA, Economics
Oscar Nestell's Merrill Lynch Experience April 1998 - April 2003
Job IT Contractor at XA Systems/NIH.
Industry Information Technology and Services
Experience
XA Systems April 2012 - Present
Delta Phi House Corp April 2010 - September 2013
RAM Solutions January 2010 - April 2010
LCS Financial Services October 2008 - July 2009
Oakdale Images/Sunset Photo October 2003 - September 2008
AIG October 2004 - December 2007
Merrill Lynch April 1998 - April 2003
Skills
Management, Troubleshooting, Social Media, Microsoft Office, Access, Strategic Planning, Sales, Research, Public Relations, Project Management, Customer Service, Public Speaking, Microsoft Excel, Software Documentation, Change Management, Marketing Strategy, Windows 7, Ubuntu, ServiceNow, Sunflower, Help Desk Support, Technical Support
Education
University of Maryland College Park
Bachelor of Arts (BA), Film/Cinema/Video Studies
Montgomery High School 1987 — 1991
Film/Cinema/Video Studies, Computers
XA Systems April 2012 - Present
Delta Phi House Corp April 2010 - September 2013
RAM Solutions January 2010 - April 2010
LCS Financial Services October 2008 - July 2009
Oakdale Images/Sunset Photo October 2003 - September 2008
AIG October 2004 - December 2007
Merrill Lynch April 1998 - April 2003
Skills
Management, Troubleshooting, Social Media, Microsoft Office, Access, Strategic Planning, Sales, Research, Public Relations, Project Management, Customer Service, Public Speaking, Microsoft Excel, Software Documentation, Change Management, Marketing Strategy, Windows 7, Ubuntu, ServiceNow, Sunflower, Help Desk Support, Technical Support
Education
University of Maryland College Park
Bachelor of Arts (BA), Film/Cinema/Video Studies
Montgomery High School 1987 — 1991
Film/Cinema/Video Studies, Computers
Christopher Rusk Christopher Rusk's Merrill Lynch Experience February 2010 - December 2010
Job Portfolio Manager at First Republic Bank Securities Company
Industry Investment Management
Experience
First Republic Bank - Securities Company December 2010 - Present
Merrill Lynch February 2010 - December 2010
Bank of America April 2006 - February 2010
Skills
Series 7, Wealth Management, Retirement Planning, Cash Management, Financial Planning, Series 63, Investment Advisory, Asset Allocation
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelors, Psychology
East Hampton High School 1994 — 1998
First Republic Bank - Securities Company December 2010 - Present
Merrill Lynch February 2010 - December 2010
Bank of America April 2006 - February 2010
Skills
Series 7, Wealth Management, Retirement Planning, Cash Management, Financial Planning, Series 63, Investment Advisory, Asset Allocation
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelors, Psychology
East Hampton High School 1994 — 1998
Spencer Solomon Spencer Solomon's Merrill Lynch Experience May 1982 - September 1992
Job President at Southwest Property Management
Industry Real Estate
Experience
Southwest Property Management October 2000 - Present
Southwest Property Management 2000 - Present
Orlando Sentinel May 1996 - October 2006
International Publishing October 1992 - May 1996
Merrill Lynch May 1982 - September 1992
Skills
Real Estate Broker, Licensed Community..., Real Estate, Residential Homes, Short Sales, Selling, Foreclosures, Marketing, Contract Negotiation, Online Advertising, Advertising, Marketing Strategy, Sales
Education
Towson Stat University 1978 — 1981
Masters of Education, Reading Disabilities
University of Maryland College Park 1969 — 1973
Bachelor of Arts, History Education
Southwest Property Management October 2000 - Present
Southwest Property Management 2000 - Present
Orlando Sentinel May 1996 - October 2006
International Publishing October 1992 - May 1996
Merrill Lynch May 1982 - September 1992
Skills
Real Estate Broker, Licensed Community..., Real Estate, Residential Homes, Short Sales, Selling, Foreclosures, Marketing, Contract Negotiation, Online Advertising, Advertising, Marketing Strategy, Sales
Education
Towson Stat University 1978 — 1981
Masters of Education, Reading Disabilities
University of Maryland College Park 1969 — 1973
Bachelor of Arts, History Education
Chris Whaley's Merrill Lynch Experience November 2000 - September 2004
Job Global Client Executive
Industry Information Technology and Services
Experience
Dell Services January 2014 - Present
Dell Services January 2013 - July 2013
Dell Services April 2010 - December 2012
Dell Services October 2007 - April 2010
JP Morgan Chase October 2004 - October 2007
Merrill Lynch November 2000 - September 2004
IBM Global Services July 1998 - September 2000
Hewlett-Packard April 1997 - July 1998
United States Marine Corps March 1993 - April 1997
Education
Computer Science School - Quantico, Virginia
University of Maryland University College
Dell Services January 2014 - Present
Dell Services January 2013 - July 2013
Dell Services April 2010 - December 2012
Dell Services October 2007 - April 2010
JP Morgan Chase October 2004 - October 2007
Merrill Lynch November 2000 - September 2004
IBM Global Services July 1998 - September 2000
Hewlett-Packard April 1997 - July 1998
United States Marine Corps March 1993 - April 1997
Education
Computer Science School - Quantico, Virginia
University of Maryland University College
Lawrence McDonald's Merrill Lynch Experience 1992 - 1993
Job Keynote Speaker, NY Times Bestselling Author, Managing Director: Head of US Macro Strategy Societe Generale
Industry Financial Services
Experience
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
Jonathan Fraiman's Merrill Lynch Experience January 2010 - August 2012
Job Sr. Mortgage Advisor
Industry Real Estate
Experience
Mortgage Advisor June 2012 - Present
Merrill Lynch January 2010 - August 2012
Asset Management 2004 - 2010
Skills
Investment Banking, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Investment Properties, Banking, Real Estate, Finance, Loans, Leadership, Financial Services, Private Equity, Negotiation, Credit, Selling, Refinance, First Time Home Buyers, Real Estate Financing, VA loans, FHA financing, Valuation, FHA, Financial Structuring, Management, Investments, Funding, Reverse Mortgages, Customer Service, Rates, Mortgage Underwriting, Asset Management, Loan Servicing, Equities, Loss Mitigation, Underwriting, Analysis, Foreclosures, Real Estate Transactions, Microsoft Excel, Residential Homes, Marketing, Referrals, Sales
Education
University of Massachusetts, Amherst 1998 — 2004
Bachelor of Arts, English
CMB
Certified Mortgage Banker CMB, Real Estate
Mortgage Advisor June 2012 - Present
Merrill Lynch January 2010 - August 2012
Asset Management 2004 - 2010
Skills
Investment Banking, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Investment Properties, Banking, Real Estate, Finance, Loans, Leadership, Financial Services, Private Equity, Negotiation, Credit, Selling, Refinance, First Time Home Buyers, Real Estate Financing, VA loans, FHA financing, Valuation, FHA, Financial Structuring, Management, Investments, Funding, Reverse Mortgages, Customer Service, Rates, Mortgage Underwriting, Asset Management, Loan Servicing, Equities, Loss Mitigation, Underwriting, Analysis, Foreclosures, Real Estate Transactions, Microsoft Excel, Residential Homes, Marketing, Referrals, Sales
Education
University of Massachusetts, Amherst 1998 — 2004
Bachelor of Arts, English
CMB
Certified Mortgage Banker CMB, Real Estate
David Ulrich David Ulrich's Merrill Lynch Experience 2004 - 2006
Job EVP / Partner, Wray Executive Search & Advisory Services
Industry Staffing and Recruiting
Experience
Wray Executive Search & Advisory Services March 2006 - Present
Merrill Lynch 2004 - 2006
Gartner 1997 - 2001
Skills
Executive Search, M&A experience, Market Making, Capital Raising for..., Hospitality, Retail, Restaurants, Private Equity, Start-ups, Strategy Development, Business Strategy, Capital Raising, Strategy, Talent Management, Recruiting, Leadership, Thinking Outside The Box, Franchising, Entrepreneurship, New Business Development, Marketing, Strategic Planning, Business Planning, Executive Management, Budgets, Sales, Consulting, Business Development, Mergers & Acquisitions, Due Diligence, Forecasting, Sourcing, Income Statement, CRM, Team Building, Negotiation, Marketing Strategy, Talent Acquisition, Real Estate, Change Management, Finance, Leadership Development, P&L Management, Restructuring, Management Consulting, Turn Around Management, Succession Planning, Strategic Partnerships, Franchise Consulting, Venture Capital
Education
University of Massachusetts, Amherst 1987 — 1989
Bachelor of Arts, Economics
Wray Executive Search & Advisory Services March 2006 - Present
Merrill Lynch 2004 - 2006
Gartner 1997 - 2001
Skills
Executive Search, M&A experience, Market Making, Capital Raising for..., Hospitality, Retail, Restaurants, Private Equity, Start-ups, Strategy Development, Business Strategy, Capital Raising, Strategy, Talent Management, Recruiting, Leadership, Thinking Outside The Box, Franchising, Entrepreneurship, New Business Development, Marketing, Strategic Planning, Business Planning, Executive Management, Budgets, Sales, Consulting, Business Development, Mergers & Acquisitions, Due Diligence, Forecasting, Sourcing, Income Statement, CRM, Team Building, Negotiation, Marketing Strategy, Talent Acquisition, Real Estate, Change Management, Finance, Leadership Development, P&L Management, Restructuring, Management Consulting, Turn Around Management, Succession Planning, Strategic Partnerships, Franchise Consulting, Venture Capital
Education
University of Massachusetts, Amherst 1987 — 1989
Bachelor of Arts, Economics
Kelly Coppedge's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Naval Academy Athletic Association (NAAA) September 2010 - July 2014
Skills
Event Management, Customer Service, Social Media, Sales, Marketing, Event Planning
Education
University of Maryland College Park 2000 — 2004
University of Maryland College Park
Merrill Lynch July 2014 - Present
Naval Academy Athletic Association (NAAA) September 2010 - July 2014
Skills
Event Management, Customer Service, Social Media, Sales, Marketing, Event Planning
Education
University of Maryland College Park 2000 — 2004
University of Maryland College Park
Olga Hendawi Olga Hendawi's Merrill Lynch Experience March 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2013 - Present
Bank of America August 2010 - March 2013
Verizon Wireless September 2005 - March 2009
Skills
Financial Analysis, Banking, Investments, Mortgage Lending, Bloomberg, Financial Services, Microsoft Excel, PowerPoint, Customer Service, Sales Management, Management, Portfolio Management, Risk Management, Sales, Financial Modeling
Education
UMass Boston 2011 — 2012
Master of Business Administration (MBA), Finance, General
UMass Boston 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Merrill Lynch March 2013 - Present
Bank of America August 2010 - March 2013
Verizon Wireless September 2005 - March 2009
Skills
Financial Analysis, Banking, Investments, Mortgage Lending, Bloomberg, Financial Services, Microsoft Excel, PowerPoint, Customer Service, Sales Management, Management, Portfolio Management, Risk Management, Sales, Financial Modeling
Education
UMass Boston 2011 — 2012
Master of Business Administration (MBA), Finance, General
UMass Boston 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Joshua Diamond's Merrill Lynch Experience August 2011 - March 2015
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch August 2011 - March 2015
Cresta Capital Strategies January 2007 - August 2011
Investment Banker March 2006 - August 2011
Merrill Lynch November 2003 - January 2006
EchoTrade January 2003 - January 2006
EchoTrade January 2003 - January 2006
World Co August 1998 - January 2003
World Co. January 1998 - January 2003
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts, Political Science and Economics
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch August 2011 - March 2015
Cresta Capital Strategies January 2007 - August 2011
Investment Banker March 2006 - August 2011
Merrill Lynch November 2003 - January 2006
EchoTrade January 2003 - January 2006
EchoTrade January 2003 - January 2006
World Co August 1998 - January 2003
World Co. January 1998 - January 2003
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts, Political Science and Economics
Tanya Opre Tanya Opre's Merrill Lynch Experience January 2013 - May 2013
Job Loss Prevention Vendor Manager at Energi Insurance Services, Inc.
Industry Marketing and Advertising
Experience
Energi Insurance Services, Inc. August 2015 - Present
The Wakefield Companies May 2014 - August 2015
UBS Wealth Management May 2013 - September 2013
Merrill Lynch January 2013 - May 2013
EBSCO Publishing May 2012 - January 2013
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cushing Academy 2008 — 2010
Energi Insurance Services, Inc. August 2015 - Present
The Wakefield Companies May 2014 - August 2015
UBS Wealth Management May 2013 - September 2013
Merrill Lynch January 2013 - May 2013
EBSCO Publishing May 2012 - January 2013
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cushing Academy 2008 — 2010
Graham Chevry Graham Chevry's Merrill Lynch Experience March 1997 - October 2004
Job Senior Vice President Investments at Coburn and Meredith,Inc
Industry Financial Services
Experience
Coburn & Meredith, Inc. November 2004 - Present
Merrill Lynch March 1997 - October 2004
Skills
Wealth Management, Alternative Investments, Series 7, Securities, Financial Planning, Retirement Planning, Investments, Wealth, Mutual Funds, Asset Allocation, Series 65, Series 63, Investment Advisory, Portfolio Management, Fixed Income, Financial Services, Capital Markets, Equities, Wealth Management..., Financial Markets, Asset Management, Hedge Funds, ETFs, Strategic Financial..., Financial Planners, Uniform Combined State..., Notary Public, Derivatives, Bloomberg
Education
UMass Dartmouth 1991 — 1995
Bachelor of Science, Sociology Degree
Coburn & Meredith, Inc. November 2004 - Present
Merrill Lynch March 1997 - October 2004
Skills
Wealth Management, Alternative Investments, Series 7, Securities, Financial Planning, Retirement Planning, Investments, Wealth, Mutual Funds, Asset Allocation, Series 65, Series 63, Investment Advisory, Portfolio Management, Fixed Income, Financial Services, Capital Markets, Equities, Wealth Management..., Financial Markets, Asset Management, Hedge Funds, ETFs, Strategic Financial..., Financial Planners, Uniform Combined State..., Notary Public, Derivatives, Bloomberg
Education
UMass Dartmouth 1991 — 1995
Bachelor of Science, Sociology Degree
Rick Robar Rick Robar's Merrill Lynch Experience April 1990 - October 1993
Job Director, Constituent and Alumni Relations, College of Natural Sciences, UMass Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst June 2004 - August 2014
UBS October 1993 - April 2001
Merrill Lynch April 1990 - October 1993
Skills
Direct Sales, Sales Process, managing wealthy clients, managing one on one..., evaluation of client..., working with..., Leadership, Strategic Planning, Community Outreach, Higher Education, Fundraising, Program Development, Microsoft Office, Social Media, Nonprofits, Social Networking, Volunteer Management, Event Planning, Grant Writing, Public Speaking
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Hotel and Restaurant Administration
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst June 2004 - August 2014
UBS October 1993 - April 2001
Merrill Lynch April 1990 - October 1993
Skills
Direct Sales, Sales Process, managing wealthy clients, managing one on one..., evaluation of client..., working with..., Leadership, Strategic Planning, Community Outreach, Higher Education, Fundraising, Program Development, Microsoft Office, Social Media, Nonprofits, Social Networking, Volunteer Management, Event Planning, Grant Writing, Public Speaking
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Hotel and Restaurant Administration
Dan Belforti Dan Belforti's Merrill Lynch Experience November 1994 - April 1996
Job Investment Advisor, Belforti Investments
Industry Investment Management
Experience
Belforti Investments February 1999 - Present
Tucker Anthony April 1996 - January 1999
Merrill Lynch November 1994 - April 1996
Fleet Bank 1993 - 1994
Skills
Investments, Investment Strategies, Mutual Funds, Securities, Venture Capital, Entrepreneurship, Finance, Small Business, Hedge Funds, Financial Risk, Investment Management, Financial Services, Credit, ETFs, Retirement, Portfolio Management
Education
University of Massachusetts, Amherst 2001 — 2003
MBA, Finance/Business
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Belforti Investments February 1999 - Present
Tucker Anthony April 1996 - January 1999
Merrill Lynch November 1994 - April 1996
Fleet Bank 1993 - 1994
Skills
Investments, Investment Strategies, Mutual Funds, Securities, Venture Capital, Entrepreneurship, Finance, Small Business, Hedge Funds, Financial Risk, Investment Management, Financial Services, Credit, ETFs, Retirement, Portfolio Management
Education
University of Massachusetts, Amherst 2001 — 2003
MBA, Finance/Business
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Grace Poirier Grace Poirier's Merrill Lynch Experience October 1993 - July 2003
Job LPN at Cambridge Health Alliance
Industry Financial Services
Experience
Cambridge Health Alliance- Malden Family Health Care July 2014 - Present
Bear Hill Nursing Center October 2013 - June 2014
Shawsheen Valley Technical HS June 2012 - June 2013
Merrill Lynch October 1993 - July 2003
Putnam Investments June 1985 - September 1993
Skills
Microsoft Office, Healthcare, Customer Service, Team Building, Hospitals, Pediatrics, Patient Education, Microsoft Word, Sales, Microsoft Excel, BLS, Acute Care, Wound Care, Medication..., Public Speaking, Word Perfect, Excel, Subsitite Teacher..., AHA Healthcare Provider, Vaccine Management
Education
Shawsheen Valley Technical School of PN 2012 — 2013
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
UMass Lowell 1986 — 1989
Liberal Arts
Cambridge Health Alliance- Malden Family Health Care July 2014 - Present
Bear Hill Nursing Center October 2013 - June 2014
Shawsheen Valley Technical HS June 2012 - June 2013
Merrill Lynch October 1993 - July 2003
Putnam Investments June 1985 - September 1993
Skills
Microsoft Office, Healthcare, Customer Service, Team Building, Hospitals, Pediatrics, Patient Education, Microsoft Word, Sales, Microsoft Excel, BLS, Acute Care, Wound Care, Medication..., Public Speaking, Word Perfect, Excel, Subsitite Teacher..., AHA Healthcare Provider, Vaccine Management
Education
Shawsheen Valley Technical School of PN 2012 — 2013
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
UMass Lowell 1986 — 1989
Liberal Arts
Bruce Cohen Bruce Cohen's Merrill Lynch Experience July 1996 - March 2001
Job Director of Technology at Edwards & Zuck
Industry Telecommunications
Experience
Edwards & Zuck Consulting Engineers September 2013 - Present
Goldman Sachs April 2001 - May 2013
Merrill Lynch July 1996 - March 2001
Joseph R. Loring & Associates, Inc. September 1989 - July 1996
Skills
Project Management, Vendor Management, Construction Management, Program Management, Telecommunications, IT Procurement, IT Infrastructure Design, Value Engineering, Construction, Electrical Engineering, Data Center, Facilities Management, Project Planning, Security, ITIL, Engineering, Leadership, Contract Management, Solution Architecture, Procurement, Cross-functional Team..., Infrastructure, Integration, IT Management, IT Strategy, Disaster Recovery
Education
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Edwards & Zuck Consulting Engineers September 2013 - Present
Goldman Sachs April 2001 - May 2013
Merrill Lynch July 1996 - March 2001
Joseph R. Loring & Associates, Inc. September 1989 - July 1996
Skills
Project Management, Vendor Management, Construction Management, Program Management, Telecommunications, IT Procurement, IT Infrastructure Design, Value Engineering, Construction, Electrical Engineering, Data Center, Facilities Management, Project Planning, Security, ITIL, Engineering, Leadership, Contract Management, Solution Architecture, Procurement, Cross-functional Team..., Infrastructure, Integration, IT Management, IT Strategy, Disaster Recovery
Education
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Eric Schaffer Eric Schaffer's Merrill Lynch Experience August 2003 - Present
Job Senior Financial Advisor, CRPC at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2003 - Present
Skills
Asset Allocation, Asset Management, Equities, Finance, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics, Psychology
Merrill Lynch August 2003 - Present
Skills
Asset Allocation, Asset Management, Equities, Finance, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics, Psychology
Ian Whear Ian Whear's Merrill Lynch Experience June 2010 - August 2010
Job Strategic Finance & Analytics at Shutterstock
Industry Internet
Experience
Shutterstock August 2015 - Present
Great Hill Partners August 2013 - July 2015
Stifel Nicolaus Weisel July 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Brook Venture Partners November 2009 - January 2010
Education
University of Massachusetts, Amherst 2007 — 2011
BBA, Finance / Economics
Hamilton Wenham Regional High School 2003 — 2007
Diploma, General
Shutterstock August 2015 - Present
Great Hill Partners August 2013 - July 2015
Stifel Nicolaus Weisel July 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Brook Venture Partners November 2009 - January 2010
Education
University of Massachusetts, Amherst 2007 — 2011
BBA, Finance / Economics
Hamilton Wenham Regional High School 2003 — 2007
Diploma, General
Matthew Lamoureux Matthew Lamoureux's Merrill Lynch Experience May 2011 - August 2011
Job Assistant Property Manager at The Dolben Company
Industry Real Estate
Experience
The Dolben Company September 2012 - Present
University of Massachusetts Amherst September 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Tatnuck Country Club April 2004 - August 2010
Worcester Court House September 2007 - April 2008
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor, Economics
The Dolben Company September 2012 - Present
University of Massachusetts Amherst September 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Tatnuck Country Club April 2004 - August 2010
Worcester Court House September 2007 - April 2008
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor, Economics
J. Brendan Burns, Jr J. Brendan Burns, Jr's Merrill Lynch Experience July 2013 - December 2014
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - December 2014
Blanchard and Company October 2008 - May 2012
AMN Healthcare January 2008 - September 2008
Solutions Unlimited January 2006 - September 2008
Event Limousine March 2003 - September 2008
USMP May 2007 - November 2007
VarTec Telecom, Inc. March 2001 - May 2004
Excel Communications September 1998 - January 2001
One Tel 1 August 1995 - September 1998
Service Business August 1985 - August 1995
Skills
Account Management, Sales Management, Product Development, Event Management, Program Management, Product Management, Sales Compensation, Marketing Communications, Sales Support, Strategic Planning, Team Building, Customer Relations, New Business Development, Customer Service, Problem Solving, Coaching, Marketing Strategy, Public Speaking, Business Strategy, Mergers, Operations Management, Team Leadership, Vendor Management, Online Marketing, Sales Operations, Leadership, Project Management, Marketing, Management, CRM, Start-ups
Education
University of Massachusetts at Lowell 1975 — 1980
Civil Engineering, Environmental Law
North Haven High School 1970 — 1974
High School Diploma, General Studies
Merrill Lynch July 2013 - December 2014
Blanchard and Company October 2008 - May 2012
AMN Healthcare January 2008 - September 2008
Solutions Unlimited January 2006 - September 2008
Event Limousine March 2003 - September 2008
USMP May 2007 - November 2007
VarTec Telecom, Inc. March 2001 - May 2004
Excel Communications September 1998 - January 2001
One Tel 1 August 1995 - September 1998
Service Business August 1985 - August 1995
Skills
Account Management, Sales Management, Product Development, Event Management, Program Management, Product Management, Sales Compensation, Marketing Communications, Sales Support, Strategic Planning, Team Building, Customer Relations, New Business Development, Customer Service, Problem Solving, Coaching, Marketing Strategy, Public Speaking, Business Strategy, Mergers, Operations Management, Team Leadership, Vendor Management, Online Marketing, Sales Operations, Leadership, Project Management, Marketing, Management, CRM, Start-ups
Education
University of Massachusetts at Lowell 1975 — 1980
Civil Engineering, Environmental Law
North Haven High School 1970 — 1974
High School Diploma, General Studies
Stephen Guth Stephen Guth's Merrill Lynch Experience April 2005 - July 2007
Job Global Compensation & Benefits Leader
Industry Oil & Energy
Experience
GE Energy Management January 2015 - Present
GE Capital January 2009 - January 2015
GE Commercial Finance July 2006 - January 2009
Merrill Lynch April 2005 - July 2007
Merrill Lynch April 2002 - April 2005
Merrill Lynch April 2000 - April 2002
Deutsche Bank 1999 - 2000
Buck Consultants 1997 - 1999
Skills
Variable Incentive Plan..., Sales Compensation..., Long Term Incentive..., Executive Compensation..., Performance Management, Deferred Compensation, HRIS, Executive Pay, Mergers, Acquisition Integration, Succession Planning, Divestitures, Organizational Design, Restructuring, Talent Management, Vendor Management, Pension Board Member, Regulatory Affairs, Employee Benefits, Incentive Programs, Mergers & Acquisitions, Human Resources
Education
University of Massachusetts, Amherst 1993 — 1997
BS, Economics
GE Energy Management January 2015 - Present
GE Capital January 2009 - January 2015
GE Commercial Finance July 2006 - January 2009
Merrill Lynch April 2005 - July 2007
Merrill Lynch April 2002 - April 2005
Merrill Lynch April 2000 - April 2002
Deutsche Bank 1999 - 2000
Buck Consultants 1997 - 1999
Skills
Variable Incentive Plan..., Sales Compensation..., Long Term Incentive..., Executive Compensation..., Performance Management, Deferred Compensation, HRIS, Executive Pay, Mergers, Acquisition Integration, Succession Planning, Divestitures, Organizational Design, Restructuring, Talent Management, Vendor Management, Pension Board Member, Regulatory Affairs, Employee Benefits, Incentive Programs, Mergers & Acquisitions, Human Resources
Education
University of Massachusetts, Amherst 1993 — 1997
BS, Economics
Tom Spottiswood Tom Spottiswood's Merrill Lynch Experience September 1995 - April 2001
Job Managing Principal at RiverBay Investment Group, LLC
Industry Financial Services
Experience
RiverBay Investment Group, LLC December 2008 - Present
Wells Fargo Advisors April 2001 - December 2008
Merrill Lynch September 1995 - April 2001
US Army, Military Intelligence December 1984 - December 1988
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Pensions, Finance, Small Business, Management Consulting, 401k, Insurance, Mutual Funds
Education
The College for Financial Planning 2005 — 2006
CRPS®, Chartered Retirement Plan Specialist
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Accredited Investment Fiduciary®
University of Maryland University College 1987 — 1990
BA, English, Business Communication, Mid East Studies
RiverBay Investment Group, LLC December 2008 - Present
Wells Fargo Advisors April 2001 - December 2008
Merrill Lynch September 1995 - April 2001
US Army, Military Intelligence December 1984 - December 1988
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Pensions, Finance, Small Business, Management Consulting, 401k, Insurance, Mutual Funds
Education
The College for Financial Planning 2005 — 2006
CRPS®, Chartered Retirement Plan Specialist
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Accredited Investment Fiduciary®
University of Maryland University College 1987 — 1990
BA, English, Business Communication, Mid East Studies
Eric Stetson, PMP Eric Stetson, PMP's Merrill Lynch Experience January 2001 - July 2008
Job Project Manager at GalaxE Solutions
Industry Information Technology and Services
Experience
GalaxE Solutions October 2012 - Present
Gerson Lehrman Group February 2009 - Present
McGraw-Hill September 2011 - August 2012
StetNet.Technologies LLC 2001 - 2012
Online Resources January 2010 - September 2011
TEKsystems October 2009 - January 2010
Merrill Lynch January 2001 - July 2008
South Brunswick Board of Education February 2008 - June 2008
Ciber January 2000 - 2001
AT&T April 1990 - January 2000
Skills
Web Project Management, Certified Project..., Project Execution, Software Project..., Project Delivery, PowerPoint, Visio, VB.NET, ASP.NET, Risk Management, Project Scheduling, Technical Analysis, Website Development, Change Management, Microsoft Office, Microsoft Technologies, Scope Management, Program Management, Application Development, Software Lifecycle..., Application Lifecycle..., PMO, PMP, PMBOK, Technical Project..., Requirements Analysis, Systems Analysis, Quality Management, Software Quality..., Sarbanes–Oxley(SOX)..., Web Content...
Education
Villanova University 2011 — 2012
Advanced Master Certificate in IS/IT Project Management, IT Project Management
Villanova University 2008 — 2008
Master Certificate in Applied Project Management, Project Management
University of Pennsylvania - The Wharton School 1994 — 1995
Mini-MBA Certificate Program, Global Business
University of Massachusetts, Amherst 1982 — 1987
BS, MIS
Bellmore JFK 1979 — 1984
GalaxE Solutions October 2012 - Present
Gerson Lehrman Group February 2009 - Present
McGraw-Hill September 2011 - August 2012
StetNet.Technologies LLC 2001 - 2012
Online Resources January 2010 - September 2011
TEKsystems October 2009 - January 2010
Merrill Lynch January 2001 - July 2008
South Brunswick Board of Education February 2008 - June 2008
Ciber January 2000 - 2001
AT&T April 1990 - January 2000
Skills
Web Project Management, Certified Project..., Project Execution, Software Project..., Project Delivery, PowerPoint, Visio, VB.NET, ASP.NET, Risk Management, Project Scheduling, Technical Analysis, Website Development, Change Management, Microsoft Office, Microsoft Technologies, Scope Management, Program Management, Application Development, Software Lifecycle..., Application Lifecycle..., PMO, PMP, PMBOK, Technical Project..., Requirements Analysis, Systems Analysis, Quality Management, Software Quality..., Sarbanes–Oxley(SOX)..., Web Content...
Education
Villanova University 2011 — 2012
Advanced Master Certificate in IS/IT Project Management, IT Project Management
Villanova University 2008 — 2008
Master Certificate in Applied Project Management, Project Management
University of Pennsylvania - The Wharton School 1994 — 1995
Mini-MBA Certificate Program, Global Business
University of Massachusetts, Amherst 1982 — 1987
BS, MIS
Bellmore JFK 1979 — 1984
Naomi Cohen Naomi Cohen's Merrill Lynch Experience 2002 - 2003
Job Marketing Communications/PR Specialist
Industry Public Relations and Communications
Experience
Schwartz Communications August 2006 - December 2008
Deloitte & Touche January 2005 - April 2006
Merrill Lynch 2002 - 2003
CBS News January 2000 - June 2002
Education
University of Massachusetts, Amherst
Schwartz Communications August 2006 - December 2008
Deloitte & Touche January 2005 - April 2006
Merrill Lynch 2002 - 2003
CBS News January 2000 - June 2002
Education
University of Massachusetts, Amherst
Daniel Brumer Daniel Brumer's Merrill Lynch Experience June 2015 - August 2015
Job Real Estate Associate at EDM Realty Partners
Industry Financial Services
Experience
EDM Realty Partners, LP June 2014 - Present
Merrill Lynch June 2015 - August 2015
Keller Williams Realty, Inc. June 2015 - August 2015
Skills
Microsoft Word, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Premiere, Autodesk Inventor, Maya, Management, Customer Service, Social Networking, Real Estate
Education
University of Maryland College Park 2014 — 2018
Bachelor of Science (B.S.), Finance
EDM Realty Partners, LP June 2014 - Present
Merrill Lynch June 2015 - August 2015
Keller Williams Realty, Inc. June 2015 - August 2015
Skills
Microsoft Word, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Premiere, Autodesk Inventor, Maya, Management, Customer Service, Social Networking, Real Estate
Education
University of Maryland College Park 2014 — 2018
Bachelor of Science (B.S.), Finance
Mark Lefavour Mark Lefavour's Merrill Lynch Experience August 2003 - March 2012
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Pottery Barn October 2003 - January 2013
Merrill Lynch August 2003 - March 2012
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Word, Sales, Retail, Inventory Management, Microsoft Excel, Leadership, Event Planning, Sales Management, Merchandising, Marketing, Management, Training, Social Media, Strategic Planning, Banking
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor's degree, Marketing
University of Massachusetts at Lowell 1999 — 2000
Marketing
Fidelity Investments March 2012 - Present
Pottery Barn October 2003 - January 2013
Merrill Lynch August 2003 - March 2012
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Word, Sales, Retail, Inventory Management, Microsoft Excel, Leadership, Event Planning, Sales Management, Merchandising, Marketing, Management, Training, Social Media, Strategic Planning, Banking
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor's degree, Marketing
University of Massachusetts at Lowell 1999 — 2000
Marketing
Dennis Holland Dennis Holland's Merrill Lynch Experience August 1990 - September 2000
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2001 - Present
Merrill Lynch August 1990 - September 2000
Education
University of Massachusetts, Amherst 1983 — 1986
BA
Wells Fargo Advisors, LLC September 2001 - Present
Merrill Lynch August 1990 - September 2000
Education
University of Massachusetts, Amherst 1983 — 1986
BA
Neil Leahey, CIMA®, AIF® Neil Leahey, CIMA®, AIF®'s Merrill Lynch Experience 2004 - 2007
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Financial Services, Asset Allocation, Wealth Management, Financial Advisory, 401k, Series 7, Retirement Planning, Alternative Investments, Separately Managed..., Retirement, Investments, Investment Management, Portfolio Management, Mutual Funds, Series 63, Finance, Series 6
Education
University of Massachusetts Dartmouth 1987 — 1990
BS, Biology-Pre Med
Pioneer Investments 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Financial Services, Asset Allocation, Wealth Management, Financial Advisory, 401k, Series 7, Retirement Planning, Alternative Investments, Separately Managed..., Retirement, Investments, Investment Management, Portfolio Management, Mutual Funds, Series 63, Finance, Series 6
Education
University of Massachusetts Dartmouth 1987 — 1990
BS, Biology-Pre Med
Joseph Skees Joseph Skees's Merrill Lynch Experience September 1999 - September 2001
Job Registered Principal, Managing Partner at Granite Bay Wealth Management, LLC
Industry Financial Services
Experience
Granite Bay Wealth Management, LLC January 2006 - Present
UBS Wealth Management September 2001 - January 2006
Merrill Lynch September 1999 - September 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
B.S., Business Management
Granite Bay Wealth Management, LLC January 2006 - Present
UBS Wealth Management September 2001 - January 2006
Merrill Lynch September 1999 - September 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
B.S., Business Management
Jennifer Coward Jennifer Coward's Merrill Lynch Experience January 2006 - Present
Job Assistant Supervisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Skills
Project Management, Team Building, Customer Service, Management, Microsoft Excel, Microsoft Office, Risk Management, Strategic Planning
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's degree, Pychology and Early Childhood Education
Merrill Lynch January 2006 - Present
Skills
Project Management, Team Building, Customer Service, Management, Microsoft Excel, Microsoft Office, Risk Management, Strategic Planning
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's degree, Pychology and Early Childhood Education
Ilya Karlik's Merrill Lynch Experience June 2010 - September 2014
Job Tech Lead
Industry Financial Services
Experience
Collaborative Consulting October 2008 - Present
Merrill Lynch June 2010 - September 2014
Collaborative Consulting October 2008 - August 2012
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2011
LTSave, Inc. Invesra RetireHub February 2006 - October 2008
LTSave, Inc. June 2004 - February 2006
Affordable Used Auto Sales December 2003 - June 2004
Lesley University December 2002 - December 2003
UMass Boston August 2001 - December 2003
Skills
SQL, Microsoft SQL Server, SharePoint, Oracle, Visio, Requirements Analysis, HTML, XML, Agile Methodologies, ASP.NET, Databases, Business Analysis, Financial Services, Data Analysis, C#, .NET, SOA, Visual Studio, IIS, JavaScript
Education
University of Massachusetts Boston 1999 — 2003
B.S., Computer Science
Collaborative Consulting October 2008 - Present
Merrill Lynch June 2010 - September 2014
Collaborative Consulting October 2008 - August 2012
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2011
LTSave, Inc. Invesra RetireHub February 2006 - October 2008
LTSave, Inc. June 2004 - February 2006
Affordable Used Auto Sales December 2003 - June 2004
Lesley University December 2002 - December 2003
UMass Boston August 2001 - December 2003
Skills
SQL, Microsoft SQL Server, SharePoint, Oracle, Visio, Requirements Analysis, HTML, XML, Agile Methodologies, ASP.NET, Databases, Business Analysis, Financial Services, Data Analysis, C#, .NET, SOA, Visual Studio, IIS, JavaScript
Education
University of Massachusetts Boston 1999 — 2003
B.S., Computer Science
Chris Walkiewicz's Merrill Lynch Experience March 2008 - November 2009
Job Financial Services Representative at 128 Alliance Financial
Industry Financial Services
Experience
128 Alliance Financial August 2009 - Present
Merrill Lynch March 2008 - November 2009
Novartis Pharmaceuticals 2004 - 2008
AstraZeneca Pharmaceuticals 2000 - 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Major: Finance Minor: Economics
128 Alliance Financial August 2009 - Present
Merrill Lynch March 2008 - November 2009
Novartis Pharmaceuticals 2004 - 2008
AstraZeneca Pharmaceuticals 2000 - 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Major: Finance Minor: Economics
Bill Regan's Merrill Lynch Experience May 1998 - January 2001
Job Senior Account Manager at NetApp
Industry Information Technology and Services
Experience
Forsythe Technology December 2011 - July 2015
Actifio January 2011 - December 2011
EMC May 2006 - October 2010
ADP 2003 - 2006
Salomon Smith Barney February 2001 - October 2003
Merrill Lynch May 1998 - January 2001
Ace Copy Systems, Inc November 1997 - May 1998
Electronic Office Systems March 1993 - October 1997
Allnet Communications (Aquired by Frontier Communications) December 1991 - February 1993
Skills
Cloud Computing, SaaS, Data Center, Virtualization, Solution Selling, Sales Process, Disaster Recovery, Account Management, VMware, Storage, Direct Sales, Salesforce.com, Channel Partners, Managed Services, Enterprise Software, Professional Services, Storage Area Networks
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science (BS), Management and Consumer Studies
Forsythe Technology December 2011 - July 2015
Actifio January 2011 - December 2011
EMC May 2006 - October 2010
ADP 2003 - 2006
Salomon Smith Barney February 2001 - October 2003
Merrill Lynch May 1998 - January 2001
Ace Copy Systems, Inc November 1997 - May 1998
Electronic Office Systems March 1993 - October 1997
Allnet Communications (Aquired by Frontier Communications) December 1991 - February 1993
Skills
Cloud Computing, SaaS, Data Center, Virtualization, Solution Selling, Sales Process, Disaster Recovery, Account Management, VMware, Storage, Direct Sales, Salesforce.com, Channel Partners, Managed Services, Enterprise Software, Professional Services, Storage Area Networks
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science (BS), Management and Consumer Studies
Kenneth Ostraco's Merrill Lynch Experience May 1990 - July 1995
Job VP of Business Information Systems
Industry Information Technology and Services
Experience
Oasys Mobile October 2006 - July 2008
Brock & Scott, LPPC October 2005 - October 2006
Singulate Systems July 1995 - October 2006
Merrill Lynch May 1990 - July 1995
Independant Consultant May 1986 - June 1991
Education
University of Maryland University College 1979 — 1983
Oasys Mobile October 2006 - July 2008
Brock & Scott, LPPC October 2005 - October 2006
Singulate Systems July 1995 - October 2006
Merrill Lynch May 1990 - July 1995
Independant Consultant May 1986 - June 1991
Education
University of Maryland University College 1979 — 1983
Tushar Patel's Merrill Lynch Experience November 2007 - July 2008
Job Engineer Lead (Low Latency Linux/UNIX Systems Administrator)
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
Issa Bannourah, CFA's Merrill Lynch Experience 2007 - 2009
Job Consultant at IB Consulting
Industry Financial Services
Experience
IB Consulting December 2011 - Present
Fannie Mae 2013 - 2015
Fannie Mae 2013 - 2015
BlackRock, Americas High Net Worth And International Division May 2011 - November 2011
Medical Professionals 2009 - 2011
Merrill Lynch 2007 - 2009
Jordanian Embassy September 2004 - December 2004
Skills
Financial Modeling, Series 7, Alternative Investments, Investments, Mutual Funds, Investment Strategies, Valuation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Business Development, Portfolio Management, Finance, Asset Allocation, International Investment, Derivatives, Swaps, Negotiation, Series 66, Risk Management, Analysis, Financial Markets, Strategy, Trading, Start-ups, Venture Capital, Financial Risk, Business Planning, Economics, Financial Advisory
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Double Major: Finance and International Business
IB Consulting December 2011 - Present
Fannie Mae 2013 - 2015
Fannie Mae 2013 - 2015
BlackRock, Americas High Net Worth And International Division May 2011 - November 2011
Medical Professionals 2009 - 2011
Merrill Lynch 2007 - 2009
Jordanian Embassy September 2004 - December 2004
Skills
Financial Modeling, Series 7, Alternative Investments, Investments, Mutual Funds, Investment Strategies, Valuation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Business Development, Portfolio Management, Finance, Asset Allocation, International Investment, Derivatives, Swaps, Negotiation, Series 66, Risk Management, Analysis, Financial Markets, Strategy, Trading, Start-ups, Venture Capital, Financial Risk, Business Planning, Economics, Financial Advisory
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Double Major: Finance and International Business
nicole kayat's Merrill Lynch Experience Mental Health TechnicianWestwood Lodge HospitalOctober 2013 - Present
Job Mental Health Counselor at Westwood Lodge Hospital
Industry Hospital & Health Care
Experience
Merrill Lynch Mental Health TechnicianWestwood Lodge HospitalOctober 2013 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology
Merrill Lynch Mental Health TechnicianWestwood Lodge HospitalOctober 2013 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology
Elizabeth Boonin's Merrill Lynch Experience August 2003 - December 2011
Job Accountant, Financial Services Consultant
Industry Financial Services
Experience
Sound Accounting CPA December 2012 - Present
Merrill Lynch August 2003 - December 2011
Lehman Brothers May 1997 - August 2003
Merrill Lynch January 1995 - August 1997
Skills
Tax Accounting, Equity Derivatives, Equities, Prime Brokerage, Equity Swaps, Hedge Funds, Securities Lending, Trading Systems, Swaps, Electronic Trading, Alternative Investments, Derivatives, Program Management, Securities, Credit Derivatives, Asset Management, Back Office, Bloomberg, Bonds, ETFs, Equity Trading, Financial Markets, Financial Services, Foreign Exchange, Interest Rate..., Market Risk, Options, Portfolio Management, Strategic Financial..., Structured Products, Tax Advisory, Tax Preparation, QuickBooks, Mutual Funds, Investments, FX Options, Market Data, FINRA, Trading, Series 7
Education
University of Maryland College Park 1991 — 1995
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University-College at Florham
Sound Accounting CPA December 2012 - Present
Merrill Lynch August 2003 - December 2011
Lehman Brothers May 1997 - August 2003
Merrill Lynch January 1995 - August 1997
Skills
Tax Accounting, Equity Derivatives, Equities, Prime Brokerage, Equity Swaps, Hedge Funds, Securities Lending, Trading Systems, Swaps, Electronic Trading, Alternative Investments, Derivatives, Program Management, Securities, Credit Derivatives, Asset Management, Back Office, Bloomberg, Bonds, ETFs, Equity Trading, Financial Markets, Financial Services, Foreign Exchange, Interest Rate..., Market Risk, Options, Portfolio Management, Strategic Financial..., Structured Products, Tax Advisory, Tax Preparation, QuickBooks, Mutual Funds, Investments, FX Options, Market Data, FINRA, Trading, Series 7
Education
University of Maryland College Park 1991 — 1995
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University-College at Florham
Lori LeDuc-Smith's Merrill Lynch Experience February 2005 - Present
Job Registered Senior Client Assosicate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2005 - Present
Bank of America July 2002 - February 2005
Fleet Bank March 2000 - February 2002
Skills
Salesforce.com, Series 7, series 66, Notary Public, Thomson One
Education
University of Massachusetts, Amherst 1988 — 1992
Management
Merrill Lynch February 2005 - Present
Bank of America July 2002 - February 2005
Fleet Bank March 2000 - February 2002
Skills
Salesforce.com, Series 7, series 66, Notary Public, Thomson One
Education
University of Massachusetts, Amherst 1988 — 1992
Management
Douglas Cliggott's Merrill Lynch Experience 1993 - 1996
Job Lecturer at University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts 2012 - Present
Credit Suisse 2009 - 2011
Dover Management 2006 - 2009
Brummer & Partners 2002 - 2006
JPMorgan 1996 - 2002
Merrill Lynch 1993 - 1996
Alfred Berg 1991 - 1993
Danske Bank 1988 - 1991
Merrill Lynch 1986 - 1988
The Conference Board 1982 - 1986
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Capital Markets, Management, Asset Management, Economics, Investment Banking, Research, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Valuation
Education
New School for Social Research 1980 — 1985
MA, Economics
University of Massachusetts, Amherst 1974 — 1978
University of Massachusetts 2012 - Present
Credit Suisse 2009 - 2011
Dover Management 2006 - 2009
Brummer & Partners 2002 - 2006
JPMorgan 1996 - 2002
Merrill Lynch 1993 - 1996
Alfred Berg 1991 - 1993
Danske Bank 1988 - 1991
Merrill Lynch 1986 - 1988
The Conference Board 1982 - 1986
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Capital Markets, Management, Asset Management, Economics, Investment Banking, Research, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Valuation
Education
New School for Social Research 1980 — 1985
MA, Economics
University of Massachusetts, Amherst 1974 — 1978
Jay Driver, CPC, QPA, QKA's Merrill Lynch Experience October 1999 - March 2008
Job Pension Consultant
Industry Financial Services
Experience
Preferred Pension Planning Corporation March 2008 - Present
Merrill Lynch October 1999 - March 2008
Skills
Defined Benefit, Pensions, Profit Sharing, ERISA, Retirement, 401k, Retirement Plan..., Defined Contribution, FSA, Pension Administration, Financial Regulation, Pension Funds, Mutual Funds, Securities
Education
University of Maryland Eastern Shore 1996 — 1999
BS, Mathematics
Preferred Pension Planning Corporation March 2008 - Present
Merrill Lynch October 1999 - March 2008
Skills
Defined Benefit, Pensions, Profit Sharing, ERISA, Retirement, 401k, Retirement Plan..., Defined Contribution, FSA, Pension Administration, Financial Regulation, Pension Funds, Mutual Funds, Securities
Education
University of Maryland Eastern Shore 1996 — 1999
BS, Mathematics
Beatrix Kondor's Merrill Lynch Experience 1995 - 2004
Job Director at Knight Capital Group
Industry Banking
Experience
Knight Capital Group DirectorKnight Securities2004 - Present
Merrill Lynch 1995 - 2004
Education
University of Massachusetts, Amherst 1985 — 1989
Knight Capital Group DirectorKnight Securities2004 - Present
Merrill Lynch 1995 - 2004
Education
University of Massachusetts, Amherst 1985 — 1989
Denise Saunders's Merrill Lynch Experience November 2007 - June 2012
Job Director of Operations at Clearly Innovative Inc
Industry Information Technology and Services
Experience
Clearly Innovative Inc 2013 - Present
Merrill Lynch November 2007 - June 2012
Merrill Lynch 2006 - 2007
Moody's Investors Service August 2005 - March 2006
Citigroup October 2000 - June 2004
Merrill Lynch August 1995 - December 1998
Price Waterhouse 1988 - 1993
Skills
Microsoft Office, •NASD Series 7, NASD Series 24, NASD Series 31, NASD Series 63, NASD Series 66, NASD Series 86, NASD Series 87, Bloomberg, WealthBench, Series 63, Asset Allocation, Equities, Portfolio Management, Valuation, Mutual Funds, Investments, Investment Strategies, NASD, Capital Markets, Alternative Investments, Finance, Uniform Combined State..., Risk Management, Series 24, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Maryland University College
Clearly Innovative Inc 2013 - Present
Merrill Lynch November 2007 - June 2012
Merrill Lynch 2006 - 2007
Moody's Investors Service August 2005 - March 2006
Citigroup October 2000 - June 2004
Merrill Lynch August 1995 - December 1998
Price Waterhouse 1988 - 1993
Skills
Microsoft Office, •NASD Series 7, NASD Series 24, NASD Series 31, NASD Series 63, NASD Series 66, NASD Series 86, NASD Series 87, Bloomberg, WealthBench, Series 63, Asset Allocation, Equities, Portfolio Management, Valuation, Mutual Funds, Investments, Investment Strategies, NASD, Capital Markets, Alternative Investments, Finance, Uniform Combined State..., Risk Management, Series 24, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Maryland University College
Ayosike Akingbade's Merrill Lynch Experience January 2008 - May 2008
Job Talent Acquisition Consultant at Management Leadership for Tomorrow (MLT)
Industry Nonprofit Organization Management
Experience
Management Leadership for Tomorrow (MLT) November 2014 - Present
Ayosike LLC October 2013 - Present
Ashoka July 2012 - December 2013
Accenture April 2009 - June 2012
KPMG June 2008 - August 2008
Management Leadership for Tomorrow August 2007 - August 2008
Merrill Lynch January 2008 - May 2008
JPMorgan Chase & Co June 2007 - August 2007
Electronic Data Systems (acquired by HP) June 2004 - August 2006
Skills
Fundraising, SDLC, Leadership, Management, Non-profits, Analysis, Training, Requirements Gathering, Entrepreneurship, Project Management, Databases, Business Development, Public Speaking
Education
University of Maryland College Park 2004 — 2008
B.S., Accounting, Minor in Spanish
Pablo de Olavide University
Spanish Language, Business & Applied/Social Sciences Program
Management Leadership for Tomorrow (MLT) November 2014 - Present
Ayosike LLC October 2013 - Present
Ashoka July 2012 - December 2013
Accenture April 2009 - June 2012
KPMG June 2008 - August 2008
Management Leadership for Tomorrow August 2007 - August 2008
Merrill Lynch January 2008 - May 2008
JPMorgan Chase & Co June 2007 - August 2007
Electronic Data Systems (acquired by HP) June 2004 - August 2006
Skills
Fundraising, SDLC, Leadership, Management, Non-profits, Analysis, Training, Requirements Gathering, Entrepreneurship, Project Management, Databases, Business Development, Public Speaking
Education
University of Maryland College Park 2004 — 2008
B.S., Accounting, Minor in Spanish
Pablo de Olavide University
Spanish Language, Business & Applied/Social Sciences Program
Jacqueline Vahab's Merrill Lynch Experience February 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Daniel Hanwacker Jr.'s Merrill Lynch Experience November 1999 - September 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2012 - Present
Merrill Lynch November 1999 - September 2012
Education
University of Massachusetts, Amherst 1995 — 1999
JPMorgan Chase Bank, N.A. November 2012 - Present
Merrill Lynch November 1999 - September 2012
Education
University of Massachusetts, Amherst 1995 — 1999
DanaMarie Trunfio's Merrill Lynch Experience April 2004 - Present
Job Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2004 - Present
Education
University of Maryland College Park
BS in Finance and Management Studies MBA and MIM (Master in International Management)
Merrill Lynch April 2004 - Present
Education
University of Maryland College Park
BS in Finance and Management Studies MBA and MIM (Master in International Management)
Lorri Brandvold's Merrill Lynch Experience 1989 - 1990
Job Experienced Accounting and Finance Professional
Industry Accounting
Experience
GeoDigital August 2015 - Present
H&R Block October 2013 - August 2015
The Intersect Group 2007 - 2008
GE Capital Financial Services 2005 - 2007
risk Insurance and Reinsurance Solutions 2003 - 2005
Boca Raton Regional Hospital 2002 - 2003
Nemours 1997 - 2002
Internal Revenue Service 1991 - 1997
Merrill Lynch 1989 - 1990
GE Capital 1989 - 1989
Skills
Accounting, Management, Financial Reporting, Financial Analysis, Budgets, Auditing, Sarbanes-Oxley Act, Management Consulting, Revenue Recognition, Business Analysis, Accounts Receivable, Account Reconciliation, Accounts Payable, Internal Controls, Internal Audit, Financial Modeling, Process Improvement, General Ledger, Monthly Close Process, Variance Analysis, Billing Process, Cash Management, Contract Management, Transaction Processing, Project Management, Cross-functional Team..., Statutory Accounting, Client Services, Instructor-led Training, Human Resources, Payroll, Financial Statements, Consolidated Financial..., Subledger Accounting, Policies & Procedures..., Accruals, Intercompany..., Leadership, Customer Service, Forecasting, Microsoft Excel, Strategic Planning, Analysis
Education
University of Maryland University College 1997 — 1999
BS, Accounting
University of North Florida 1983 — 1986
Accounting
Bishop Kenny High School 1978 — 1982
GeoDigital August 2015 - Present
H&R Block October 2013 - August 2015
The Intersect Group 2007 - 2008
GE Capital Financial Services 2005 - 2007
risk Insurance and Reinsurance Solutions 2003 - 2005
Boca Raton Regional Hospital 2002 - 2003
Nemours 1997 - 2002
Internal Revenue Service 1991 - 1997
Merrill Lynch 1989 - 1990
GE Capital 1989 - 1989
Skills
Accounting, Management, Financial Reporting, Financial Analysis, Budgets, Auditing, Sarbanes-Oxley Act, Management Consulting, Revenue Recognition, Business Analysis, Accounts Receivable, Account Reconciliation, Accounts Payable, Internal Controls, Internal Audit, Financial Modeling, Process Improvement, General Ledger, Monthly Close Process, Variance Analysis, Billing Process, Cash Management, Contract Management, Transaction Processing, Project Management, Cross-functional Team..., Statutory Accounting, Client Services, Instructor-led Training, Human Resources, Payroll, Financial Statements, Consolidated Financial..., Subledger Accounting, Policies & Procedures..., Accruals, Intercompany..., Leadership, Customer Service, Forecasting, Microsoft Excel, Strategic Planning, Analysis
Education
University of Maryland University College 1997 — 1999
BS, Accounting
University of North Florida 1983 — 1986
Accounting
Bishop Kenny High School 1978 — 1982
Don Filiault's Merrill Lynch Experience 1999 - 2002
Job Principal, Filo Hospitality Inc.
Industry Hospitality
Experience
Filo Hospitality Inc. July 2002 - Present
Merrill Lynch 1999 - 2002
LaCava Hotel Company 1996 - 1999
Beacon Hotels Corporation 1988 - 1995
U.S. Grant Hotel 1985 - 1987
ITT Sheraton 1980 - 1985
Marriott Hotels 1977 - 1980
Ampersand Restaurant Corporation 1976 - 1978
Skills
Hospitality, Hospitality Industry, Resorts, Hotel Management, Hospitality Management, Hotels, Property Management, New Business Development, Revenue Analysis, Catering, Customer Service, Management, Pre-opening, Yield Management
Education
University of Massachusetts, Amherst 1972 — 1976
BS, Marketing
Filo Hospitality Inc. July 2002 - Present
Merrill Lynch 1999 - 2002
LaCava Hotel Company 1996 - 1999
Beacon Hotels Corporation 1988 - 1995
U.S. Grant Hotel 1985 - 1987
ITT Sheraton 1980 - 1985
Marriott Hotels 1977 - 1980
Ampersand Restaurant Corporation 1976 - 1978
Skills
Hospitality, Hospitality Industry, Resorts, Hotel Management, Hospitality Management, Hotels, Property Management, New Business Development, Revenue Analysis, Catering, Customer Service, Management, Pre-opening, Yield Management
Education
University of Massachusetts, Amherst 1972 — 1976
BS, Marketing
Peter Civitenga's Merrill Lynch Experience August 2005 - November 2008
Job Senior Business Development Executive at AIR Worldwide
Industry Insurance
Experience
AIR Worldwide July 2011 - Present
Nikopoulos Insurance Agency January 2010 - December 2012
TECHVEST INTERNATIONAL January 2009 - July 2011
Citizens Bank January 2009 - February 2010
Merrill Lynch August 2005 - November 2008
Mentor Graphics Inc August 2000 - July 2005
Skills
Insurance, Philanthropy, Banking, Catastrophe Modeling, Investments, Marketing Strategy, Program Management, Business Development, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Leadership, Sales, Risk Management, Underwriting, Financial Risk, Strategy, Portfolio Management, Analysis, Business Strategy, Management Consulting, Financial Services
Education
University of Massachusetts Lowell 1998 — 2000
BS, Mechanical Engineering
AIR Worldwide July 2011 - Present
Nikopoulos Insurance Agency January 2010 - December 2012
TECHVEST INTERNATIONAL January 2009 - July 2011
Citizens Bank January 2009 - February 2010
Merrill Lynch August 2005 - November 2008
Mentor Graphics Inc August 2000 - July 2005
Skills
Insurance, Philanthropy, Banking, Catastrophe Modeling, Investments, Marketing Strategy, Program Management, Business Development, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Leadership, Sales, Risk Management, Underwriting, Financial Risk, Strategy, Portfolio Management, Analysis, Business Strategy, Management Consulting, Financial Services
Education
University of Massachusetts Lowell 1998 — 2000
BS, Mechanical Engineering
Craig Spector's Merrill Lynch Experience directorRaymond C. ForbesFebruary 2009 - Present
Job at Raymond C. Forbes
Industry Financial Services
Experience
merrill lynch directorRaymond C. ForbesFebruary 2009 - Present
Education
University of Maryland College Park 1992 — 1996
merrill lynch directorRaymond C. ForbesFebruary 2009 - Present
Education
University of Maryland College Park 1992 — 1996
David Basile's Merrill Lynch Experience October 1977 - January 1984
Job Senior VP Financial Advisor Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2005 - Present
Advest, Inc. January 2002 - November 2005
Tucker Anthony and RL Day January 1984 - January 2002
Merrill Lynch October 1977 - January 1984
Skills
Investments, Series 7, Wealth Management, Securities, Mutual Funds, Series 63, Asset Management, Portfolio Management, Fixed Income, Retirement Planning
Education
UMass Lowell 1973 — 1976
Bachelor of Science in Business, Marketing and Economics
Janney Montgomery Scott November 2005 - Present
Advest, Inc. January 2002 - November 2005
Tucker Anthony and RL Day January 1984 - January 2002
Merrill Lynch October 1977 - January 1984
Skills
Investments, Series 7, Wealth Management, Securities, Mutual Funds, Series 63, Asset Management, Portfolio Management, Fixed Income, Retirement Planning
Education
UMass Lowell 1973 — 1976
Bachelor of Science in Business, Marketing and Economics
Brad Armell's Merrill Lynch Experience June 1992 - Present
Job VP, Administrative Manager
Industry Financial Services
Experience
Merrill Lynch June 1992 - Present
Skills
Equities, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
University of Massachusetts, Amherst 1989 — 1993
Bishop Feehan
Merrill Lynch June 1992 - Present
Skills
Equities, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
University of Massachusetts, Amherst 1989 — 1993
Bishop Feehan
Elrick Hair's Merrill Lynch Experience 2007 - 2008
Job H&E Management Associates
Industry Real Estate
Experience
H&E Management Associates October 1981 - Present
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Virginia State University 1988 — 1993
BS, Business Administration
University of Maryland University College
H&E Management Associates October 1981 - Present
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Virginia State University 1988 — 1993
BS, Business Administration
University of Maryland University College
Amy Ferrero's Merrill Lynch Experience November 2005 - June 2008
Job Vice President, New Business Strategy at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2009 - Present
MassMutual December 2008 - September 2009
Merrill Lynch November 2005 - June 2008
Financial Data Services - Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 1992 - 2001
Monarch 1992 - 2001
Skills
Sales Management, Relationship Management, Project Management, Strategic Planning, Financial Services, Due Diligence, Strategy, Management, Leadership, Salesforce.com, Outsourcing, Executive Management, Business Strategy, Banking, Change Management, Risk Management, Process Improvement
Education
University of Massachusetts, Amherst 1990 — 1993
Masters, Business Administration
MassMutual Financial Group September 2009 - Present
MassMutual December 2008 - September 2009
Merrill Lynch November 2005 - June 2008
Financial Data Services - Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 1992 - 2001
Monarch 1992 - 2001
Skills
Sales Management, Relationship Management, Project Management, Strategic Planning, Financial Services, Due Diligence, Strategy, Management, Leadership, Salesforce.com, Outsourcing, Executive Management, Business Strategy, Banking, Change Management, Risk Management, Process Improvement
Education
University of Massachusetts, Amherst 1990 — 1993
Masters, Business Administration
Andrew Rinaldi's Merrill Lynch Experience January 2009 - Present
Job Senior Vice President, Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Bob Martin CIMA's Merrill Lynch Experience January 2010 - April 2012
Job Vice President Financial Consultant at Santander Investment
Industry Investment Management
Experience
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Jonathan Boring's Merrill Lynch Experience February 2004 - November 2009
Job Managing Director, Eastern Division Sales Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Salam Tims's Merrill Lynch Experience 1996 - 2007
Job Owner/Producer at Salam Tims LLC
Industry Media Production
Experience
Salam Tims LLC 2004 - Present
Screenwriting U 2013 - 2013
Screenwriting U 2013 - 2013
Merrill Lynch 1996 - 2007
Skills
Screenwriting, Video Production, Short Films, Video Editing, Final Cut Studio, Acting, Theatre, Post Production, Producing, Cinematography, Film Production, Dvd, Video, Sound, Writing, Film, Videography
Education
Boston State College 1965 — 1968
A.B., English
University of Massachusetts Boston 1965 — 1968
B.A., English
Salam Tims LLC 2004 - Present
Screenwriting U 2013 - 2013
Screenwriting U 2013 - 2013
Merrill Lynch 1996 - 2007
Skills
Screenwriting, Video Production, Short Films, Video Editing, Final Cut Studio, Acting, Theatre, Post Production, Producing, Cinematography, Film Production, Dvd, Video, Sound, Writing, Film, Videography
Education
Boston State College 1965 — 1968
A.B., English
University of Massachusetts Boston 1965 — 1968
B.A., English
Elisabeta Gace's Merrill Lynch Experience June 2012 - December 2012
Job IBM Performance Marketing Professional
Industry Computer Networking
Experience
IBM September 2015 - Present
TD January 2013 - Present
Merrill Lynch June 2012 - December 2012
Citizens Bank October 2011 - June 2012
Sovereign Bank May 2005 - July 2011
HYDE PROPERTIES INC August 2007 - July 2010
Skills
CRM, Loans, Banking, Business Development, Finance
Education
University of Massachusetts Boston 2001 — 2007
ECONOMICS, ECONOMICS/FINANCE
IBM September 2015 - Present
TD January 2013 - Present
Merrill Lynch June 2012 - December 2012
Citizens Bank October 2011 - June 2012
Sovereign Bank May 2005 - July 2011
HYDE PROPERTIES INC August 2007 - July 2010
Skills
CRM, Loans, Banking, Business Development, Finance
Education
University of Massachusetts Boston 2001 — 2007
ECONOMICS, ECONOMICS/FINANCE
Gerald Sweeney's Merrill Lynch Experience May 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Bank of America April 2003 - May 2004
Boston Stock Exchange January 2000 - April 2003
Education
University of Massachusetts
Merrill Lynch May 2004 - Present
Bank of America April 2003 - May 2004
Boston Stock Exchange January 2000 - April 2003
Education
University of Massachusetts
James d'Esterhazy's Merrill Lynch Experience June 2008 - December 2009
Job VP | Bank of America Merrill Lynch | Manager L2 Infrastructure Operations at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2014 - Present
Bank of America February 2012 - Present
Bank of America November 2009 - January 2012
Merrill Lynch June 2008 - December 2009
MPS Group 2004 - 2008
Ennovative 2003 - 2004
FocusVision January 2000 - November 2003
Skills
Business Continuity, Vendor Management, IT Strategy, Enterprise Architecture, Disaster Recovery, SDLC, Data Center, Risk Management, IT Management, Active Directory, Servers, Integration, System Administration, Virtualization, Infrastructure, Information Security, VMware
Education
University of Maryland University College 1993 — 1997
BA / AA, English / Management
Microsoft
MCP+ MCSA/E, Windows, ADMINISTRATOR
~
Bank of America June 2014 - Present
Bank of America February 2012 - Present
Bank of America November 2009 - January 2012
Merrill Lynch June 2008 - December 2009
MPS Group 2004 - 2008
Ennovative 2003 - 2004
FocusVision January 2000 - November 2003
Skills
Business Continuity, Vendor Management, IT Strategy, Enterprise Architecture, Disaster Recovery, SDLC, Data Center, Risk Management, IT Management, Active Directory, Servers, Integration, System Administration, Virtualization, Infrastructure, Information Security, VMware
Education
University of Maryland University College 1993 — 1997
BA / AA, English / Management
Microsoft
MCP+ MCSA/E, Windows, ADMINISTRATOR
~
Judith Davidson's Merrill Lynch Experience May 2000 - Present
Job Vice President, Wealth Management Advisor, Senior Financial Advisor, Ph.D., CFP®, CRPC® at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2000 - Present
California State University, Sacramento August 1996 - December 1999
The University of Iowa 1978 - 1988
Skills
Series 7, Wealth Management, Asset Allocation, Alternative Investments, Series 63, Securities, Mutual Funds, Retirement, Financial Advisory, Asset Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Strategies, Public Speaking, Investments
Education
University of Massachusetts, Amherst 1976 — 1983
Ph.D., Human Movement
Chelsea College, Eastbourne, England
Merrill Lynch May 2000 - Present
California State University, Sacramento August 1996 - December 1999
The University of Iowa 1978 - 1988
Skills
Series 7, Wealth Management, Asset Allocation, Alternative Investments, Series 63, Securities, Mutual Funds, Retirement, Financial Advisory, Asset Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Strategies, Public Speaking, Investments
Education
University of Massachusetts, Amherst 1976 — 1983
Ph.D., Human Movement
Chelsea College, Eastbourne, England
Kwasi Gyimah, Jr.'s Merrill Lynch Experience June 2006 - October 2007
Job Senior Consultant at ConVista Consulting
Industry Consumer Services
Experience
ConVista Consulting November 2012 - Present
Financial Guaranty Insurance Company November 2010 - March 2012
SwissRe October 2007 - October 2010
Merrill Lynch June 2006 - October 2007
Prudential Financial 2000 - 2004
Skills
Financial Reporting, Accounting, Corporate Finance, Analysis, Microsoft Excel, Fixed Income, Sarbanes-Oxley Act, Investments, Insurance, Management, Finance, Reinsurance, Financial Services, Asset Management
Education
University of Phoenix 2002 — 2004
Master's degree, Global Management
University of Maryland Eastern Shore 1995 — 1999
BS, Business Administration
ConVista Consulting November 2012 - Present
Financial Guaranty Insurance Company November 2010 - March 2012
SwissRe October 2007 - October 2010
Merrill Lynch June 2006 - October 2007
Prudential Financial 2000 - 2004
Skills
Financial Reporting, Accounting, Corporate Finance, Analysis, Microsoft Excel, Fixed Income, Sarbanes-Oxley Act, Investments, Insurance, Management, Finance, Reinsurance, Financial Services, Asset Management
Education
University of Phoenix 2002 — 2004
Master's degree, Global Management
University of Maryland Eastern Shore 1995 — 1999
BS, Business Administration
Gary Gray's Merrill Lynch Experience March 2012 - May 2014
Job Meteorologist at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group May 2014 - Present
Merrill Lynch March 2012 - May 2014
Societe Generale February 2011 - March 2012
Sempra Energy Trading June 2008 - February 2011
UBS Investment Bank 2005 - 2008
SGT 2005 - 2005
Earth Resources Technology 2005 - 2005
Raytheon Technical Services Company 2000 - 2005
Skills
Commodity Markets, Energy, Data Analysis, Natural Gas, Project Management, Forecasting, Team Leadership, Trading, Renewable Energy, Microsoft Excel, Statistics, Linux, Quality Assurance, Access, Quality Control, Testing, Microsoft Office
Education
University of Massachusetts Lowell 1989 — 1993
Bachelor of Science, Meteorology
The D. E. Shaw Group May 2014 - Present
Merrill Lynch March 2012 - May 2014
Societe Generale February 2011 - March 2012
Sempra Energy Trading June 2008 - February 2011
UBS Investment Bank 2005 - 2008
SGT 2005 - 2005
Earth Resources Technology 2005 - 2005
Raytheon Technical Services Company 2000 - 2005
Skills
Commodity Markets, Energy, Data Analysis, Natural Gas, Project Management, Forecasting, Team Leadership, Trading, Renewable Energy, Microsoft Excel, Statistics, Linux, Quality Assurance, Access, Quality Control, Testing, Microsoft Office
Education
University of Massachusetts Lowell 1989 — 1993
Bachelor of Science, Meteorology
Elle (Elizabeth) Walters's Merrill Lynch Experience 1989 - 2000
Job Sr. Technical Project Manager at Intrado
Industry Telecommunications
Experience
Intrado March 2015 - Present
Intrado May 2001 - Present
Merrill Lynch 1989 - 2000
Skills
Program Management, Cross-functional Team..., Telecommunications, Vendor Management, Telephony, Product Management, Wireless, VoIP
Education
University of Massachusetts, Amherst 1984 — 1988
BA, Economics, Minors: Psychology, Philosophy
Intrado March 2015 - Present
Intrado May 2001 - Present
Merrill Lynch 1989 - 2000
Skills
Program Management, Cross-functional Team..., Telecommunications, Vendor Management, Telephony, Product Management, Wireless, VoIP
Education
University of Massachusetts, Amherst 1984 — 1988
BA, Economics, Minors: Psychology, Philosophy
Earl Dixon's Merrill Lynch Experience Private Wealth SupervisorMerrill LynchOctober 2006 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Wealth SupervisorMerrill LynchOctober 2006 - Present
Merrill Lynch 2006 - 2008
Education
University of Maryland University College 2004 — 2005
Computer Information Technology
Merrill Lynch Private Wealth SupervisorMerrill LynchOctober 2006 - Present
Merrill Lynch 2006 - 2008
Education
University of Maryland University College 2004 — 2005
Computer Information Technology
Maggie Frank's Merrill Lynch Experience May 1989 - Present
Job Network Administrator at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 1989 - Present
Skills
Due Diligence, Entrepreneurship, Analysis, Research, Business Analysis, Insurance, Management Consulting
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Legal Studies
Brookline High School 1976 1973 — 1976
The Park School
Merrill Lynch May 1989 - Present
Skills
Due Diligence, Entrepreneurship, Analysis, Research, Business Analysis, Insurance, Management Consulting
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Legal Studies
Brookline High School 1976 1973 — 1976
The Park School
James Hanafin's Merrill Lynch Experience April 2007 - March 2009
Job Director, Complex Supervisory Officer
Industry Financial Services
Experience
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
Cathleen Brennan's Merrill Lynch Experience November 2009 - April 2013
Job Registered Client Associate at UBS
Industry Investment Management
Experience
UBS April 2013 - Present
Merrill Lynch November 2009 - April 2013
Bank of America September 2007 - November 2009
Education
University of Massachusetts Lowell 1986 — 1988
BS, Marketing
University of Massachusetts, Amherst 1984 — 1986
School of Management
UBS April 2013 - Present
Merrill Lynch November 2009 - April 2013
Bank of America September 2007 - November 2009
Education
University of Massachusetts Lowell 1986 — 1988
BS, Marketing
University of Massachusetts, Amherst 1984 — 1986
School of Management
Craig Spector's Merrill Lynch Experience July 1994 - February 2009
Job Vice President
Industry Financial Services
Experience
DAG Securities March 2015 - Present
Raymond C. Forbes & Co., Inc. February 2009 - March 2015
Merrill Lynch July 1994 - February 2009
Skills
Electronic Trading, Equities, Trading, Fixed Income, Equity Trading, Investments, Series 7, Capital Markets, Series 63, Hedge Funds, Securities
Education
University of Maryland College Park 1992 — 1996
ba, govt and politics
University of Maryland College Park 1992 — 1996
ba, govt and politics
DAG Securities March 2015 - Present
Raymond C. Forbes & Co., Inc. February 2009 - March 2015
Merrill Lynch July 1994 - February 2009
Skills
Electronic Trading, Equities, Trading, Fixed Income, Equity Trading, Investments, Series 7, Capital Markets, Series 63, Hedge Funds, Securities
Education
University of Maryland College Park 1992 — 1996
ba, govt and politics
University of Maryland College Park 1992 — 1996
ba, govt and politics
Ana Sanchez -Jauregui's Merrill Lynch Experience May 2003 - August 2003
Job Head of Marketing and Third Party Marketplace Wireless & Mobile Electronics at Amazon
Industry Retail
Experience
Amazon March 2015 - Present
Procter & Gamble June 2012 - March 2015
Procter & Gamble June 2010 - June 2012
Procter & Gamble June 2008 - June 2010
Procter & Gamble June 2006 - June 2008
Procter & Gamble March 2004 - January 2006
Merrill Lynch May 2003 - August 2003
Skills
Brand Management, Product Launch, Consumer Products, Shopper Marketing, Brand Equity, Customer Insight, Brand Architecture, Marketing Management, Marketing Research, Brand Development, Product Innovation, Pricing Strategy, Digital Marketing, Nielsen, Consumer Marketing, Consumer Goods, Integrated Marketing, Strategic Thinking, Positioning, Brand Awareness, Innovation Management, Marketing Strategy, Management, Competitive Analysis, Strategy, Segmentation, E-commerce, General Management, Retail Marketing
Education
University of Puerto Rico-Rio Piedras 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.85
University of Massachusetts, Amherst 2002 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0
Amazon March 2015 - Present
Procter & Gamble June 2012 - March 2015
Procter & Gamble June 2010 - June 2012
Procter & Gamble June 2008 - June 2010
Procter & Gamble June 2006 - June 2008
Procter & Gamble March 2004 - January 2006
Merrill Lynch May 2003 - August 2003
Skills
Brand Management, Product Launch, Consumer Products, Shopper Marketing, Brand Equity, Customer Insight, Brand Architecture, Marketing Management, Marketing Research, Brand Development, Product Innovation, Pricing Strategy, Digital Marketing, Nielsen, Consumer Marketing, Consumer Goods, Integrated Marketing, Strategic Thinking, Positioning, Brand Awareness, Innovation Management, Marketing Strategy, Management, Competitive Analysis, Strategy, Segmentation, E-commerce, General Management, Retail Marketing
Education
University of Puerto Rico-Rio Piedras 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.85
University of Massachusetts, Amherst 2002 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0
Jason Feder's Merrill Lynch Experience May 1995 - August 2008
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2008 - Present
Merrill Lynch May 1995 - August 2008
Skills
Asset Managment, Equities, Valuation, Investments
Education
University of Maryland College Park 1991 — 1994
Finance
UBS Financial Services August 2008 - Present
Merrill Lynch May 1995 - August 2008
Skills
Asset Managment, Equities, Valuation, Investments
Education
University of Maryland College Park 1991 — 1994
Finance
David Dukehart's Merrill Lynch Experience February 1997 - Present
Job First President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1997 - Present
Education
University of Maryland College Park
BS, Finance
Merrill Lynch February 1997 - Present
Education
University of Maryland College Park
BS, Finance
Derek Bourne's Merrill Lynch Experience December 2013 - Present
Job Ecommerce Investment Specialist, Merrill Edge
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Ash Sethi's Merrill Lynch Experience August 1999 - June 2000
Job Manager, Fund Administration at RBC Investor Services
Industry Financial Services
Experience
RBC Investor Services April 2008 - Present
State Street Cayman & Alt. Investment Services April 2006 - April 2008
Consulting January 2004 - March 2006
State Street January 2003 - December 2003
State Street July 2000 - December 2002
Merrill Lynch August 1999 - June 2000
Skills
Fund Administration, Fund Accounting, Bloomberg, Banking, Mutual Funds, Securities, Global Custody, Back Office, Equities, Derivatives, Corporate Actions, Fixed Income, Portfolio Management, Investments, Management, Financial Services, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Hedge Funds, Accounting, Asset Management, Bonds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor of Science, Finance and Management
RBC Investor Services April 2008 - Present
State Street Cayman & Alt. Investment Services April 2006 - April 2008
Consulting January 2004 - March 2006
State Street January 2003 - December 2003
State Street July 2000 - December 2002
Merrill Lynch August 1999 - June 2000
Skills
Fund Administration, Fund Accounting, Bloomberg, Banking, Mutual Funds, Securities, Global Custody, Back Office, Equities, Derivatives, Corporate Actions, Fixed Income, Portfolio Management, Investments, Management, Financial Services, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Hedge Funds, Accounting, Asset Management, Bonds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor of Science, Finance and Management
Kurt David's Merrill Lynch Experience July 2011 - August 2011
Job
Industry
Experience
Blipit LLC May 2014 - September 2014
The Hecht Group April 2013 - January 2014
Merrill Lynch July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Task Driven, Competitive, Exceptionally well..., Mathematics, Statistics, Works well individually, Works Well in Groups, Highly Ambitious, Leadership
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Blipit LLC May 2014 - September 2014
The Hecht Group April 2013 - January 2014
Merrill Lynch July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Task Driven, Competitive, Exceptionally well..., Mathematics, Statistics, Works well individually, Works Well in Groups, Highly Ambitious, Leadership
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Robin Carter-Yavuz's Merrill Lynch Experience July 2014 - Present
Job Operations Representative at Merrill Lynch
Industry Government Administration
Experience
Merrill Lynch July 2014 - Present
The North Face November 2012 - July 2014
BWW Law & Tax Firm August 2013 - October 2013
USTDA June 2010 - September 2012
USTDA January 2008 - June 2010
Skills
Foreign Languages, File Management, RFP, Foreign Policy, Microsoft Excel, International..., Spanish, International Relations, Latin America, Policy Analysis, Federal Government, International Trade, Diplomacy, Economic Development, Politics, Microsoft Office, Political Science, Government
Education
University of Maryland College Park 2012 — 2016
Bachelor's degree, Linguistics and Communications, A
Walt Whitman High School 1999 — 2003
High School Diploma, General Studies
Merrill Lynch July 2014 - Present
The North Face November 2012 - July 2014
BWW Law & Tax Firm August 2013 - October 2013
USTDA June 2010 - September 2012
USTDA January 2008 - June 2010
Skills
Foreign Languages, File Management, RFP, Foreign Policy, Microsoft Excel, International..., Spanish, International Relations, Latin America, Policy Analysis, Federal Government, International Trade, Diplomacy, Economic Development, Politics, Microsoft Office, Political Science, Government
Education
University of Maryland College Park 2012 — 2016
Bachelor's degree, Linguistics and Communications, A
Walt Whitman High School 1999 — 2003
High School Diploma, General Studies
Lasha Hammett's Merrill Lynch Experience December 2008 - May 2013
Job Vice President, Premier Banker Suntrust Bank
Industry Financial Services
Experience
SunTrust May 2013 - Present
Merrill Lynch December 2008 - May 2013
Bank of America August 2006 - December 2008
Bank of America March 1999 - August 2006
Skills
Wealth Management, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Loans, Banking, Strategic Financial..., Mortgage Lending, Asset Management, Financial Analysis, Commercial Lending, Financial Services
Education
University of Maryland College Park 1993 — 1997
BA, Business and Finance
SunTrust May 2013 - Present
Merrill Lynch December 2008 - May 2013
Bank of America August 2006 - December 2008
Bank of America March 1999 - August 2006
Skills
Wealth Management, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Loans, Banking, Strategic Financial..., Mortgage Lending, Asset Management, Financial Analysis, Commercial Lending, Financial Services
Education
University of Maryland College Park 1993 — 1997
BA, Business and Finance
Paul Daddario's Merrill Lynch Experience December 2013 - May 2014
Job Business Analyst at Nabors Industries
Industry Oil & Energy
Experience
Nabors Industries May 2014 - Present
Merrill Lynch December 2013 - May 2014
Papa Johns October 2012 - April 2013
University of Massachusetts Dartmouth January 2012 - May 2012
University of Massachusetts Dartmouth January 2010 - May 2012
Forum Energy Technologies June 2009 - August 2009
Skills
Time Management, Microsoft Excel, Customer Service, Analysis, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Statistics, Research, Access, Coaching, Teaching, Management, Data Analysis, Oracle E-Business Suite, Oracle, Supply Chain Management, Procurement
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (BS), Finance
Nabors Industries May 2014 - Present
Merrill Lynch December 2013 - May 2014
Papa Johns October 2012 - April 2013
University of Massachusetts Dartmouth January 2012 - May 2012
University of Massachusetts Dartmouth January 2010 - May 2012
Forum Energy Technologies June 2009 - August 2009
Skills
Time Management, Microsoft Excel, Customer Service, Analysis, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Statistics, Research, Access, Coaching, Teaching, Management, Data Analysis, Oracle E-Business Suite, Oracle, Supply Chain Management, Procurement
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (BS), Finance
David Isser's Merrill Lynch Experience November 2007 - June 2008
Job
Industry Computer Software
Experience
Caesars Entertainment Corporation January 2014 - April 2015
WealthEngine January 2012 - December 2013
IBM Global Business Services/IBM Software Group August 2009 - January 2012
Northrop Grumman Corporation June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Danya International June 2006 - August 2006
Skills
SQL, MongoDB, MySQL, DB2, Hadoop, Microsoft SQL Server, Teradata, Salesforce.com, Oracle, Databases, PL/SQL, Java, Linux, Unix, C++, ETL, Data Analysis, Data Mining, HTML, Visual Basic, Business Analysis, Software Development, VBA, XML, Access, Perl, Database Design, Hive, Microsoft Office, Microsoft Excel, DataStage, Business Intelligence, Big Data, Apache Pig, Datastage 8.1, HBase, Data Integration, Requirements Analysis, SSIS
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.)
Caesars Entertainment Corporation January 2014 - April 2015
WealthEngine January 2012 - December 2013
IBM Global Business Services/IBM Software Group August 2009 - January 2012
Northrop Grumman Corporation June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Danya International June 2006 - August 2006
Skills
SQL, MongoDB, MySQL, DB2, Hadoop, Microsoft SQL Server, Teradata, Salesforce.com, Oracle, Databases, PL/SQL, Java, Linux, Unix, C++, ETL, Data Analysis, Data Mining, HTML, Visual Basic, Business Analysis, Software Development, VBA, XML, Access, Perl, Database Design, Hive, Microsoft Office, Microsoft Excel, DataStage, Business Intelligence, Big Data, Apache Pig, Datastage 8.1, HBase, Data Integration, Requirements Analysis, SSIS
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.)
Katherine Pham's Merrill Lynch Experience September 2012 - December 2012
Job Accountant at LogMeIn, Inc.
Industry Financial Services
Experience
LogMeIn July 2014 - Present
BNY Mellon July 2013 - June 2014
Jupiter V. Institute January 2010 - June 2013
Merrill Lynch September 2012 - December 2012
University of Massachusetts September 2011 - December 2011
Skills
Vietnamese, Microsoft Excel, Microsoft Word, Corporate Finance, Asset Managment, Financial Analysis, Data Analysis, Marketing, PowerPoint, Asset Management, Accounting, Fundraising, Portfolio Management, Finance, Financial Modeling, Economics, Bloomberg Terminal, Analysis, Valuation, Bloomberg, Mutual Funds, Banking
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Camden Catholic High School 2007 — 2009
High School Diploma, National Honors Society
LogMeIn July 2014 - Present
BNY Mellon July 2013 - June 2014
Jupiter V. Institute January 2010 - June 2013
Merrill Lynch September 2012 - December 2012
University of Massachusetts September 2011 - December 2011
Skills
Vietnamese, Microsoft Excel, Microsoft Word, Corporate Finance, Asset Managment, Financial Analysis, Data Analysis, Marketing, PowerPoint, Asset Management, Accounting, Fundraising, Portfolio Management, Finance, Financial Modeling, Economics, Bloomberg Terminal, Analysis, Valuation, Bloomberg, Mutual Funds, Banking
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Camden Catholic High School 2007 — 2009
High School Diploma, National Honors Society
Nicole Saucier's Merrill Lynch Experience January 2009 - September 2015
Job Sr. Client Relationship Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch January 2009 - September 2015
Merrill Lynch June 2002 - September 2009
Education
University of Massachusetts, Amherst
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch January 2009 - September 2015
Merrill Lynch June 2002 - September 2009
Education
University of Massachusetts, Amherst
Diana Wartski's Merrill Lynch Experience June 2005 - August 2005
Job Vice President Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group August 2015 - Present
Barclays Investment Bank September 2010 - August 2015
Ernst & Young September 2007 - September 2010
Ernst & Young January 2006 - March 2006
Merrill Lynch June 2005 - August 2005
Cohen-Dufour LLP June 2005 - August 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Financial Accounting, Finance, Management, GAAP, Due Diligence
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Accounting
Universidad de Salamanca, Salamanca, Spain
West Windsor Plainsboro High School North
Fortress Investment Group August 2015 - Present
Barclays Investment Bank September 2010 - August 2015
Ernst & Young September 2007 - September 2010
Ernst & Young January 2006 - March 2006
Merrill Lynch June 2005 - August 2005
Cohen-Dufour LLP June 2005 - August 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Financial Accounting, Finance, Management, GAAP, Due Diligence
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Accounting
Universidad de Salamanca, Salamanca, Spain
West Windsor Plainsboro High School North
Cathy Scherr's Merrill Lynch Experience April 1992 - August 1993
Job Practice Administrator at Anesthesia Associates
Industry Medical Practice
Experience
Anesthesia Associates Of Clay County January 1997 - Present
Merrill Lynch April 1992 - August 1993
AT&T August 1989 - April 1992
IBM July 1984 - September 1988
Skills
Healthcare Management, Credentialing, Healthcare, Hospitals, Revenue Cycle, EMR, ACLS, Medical Terminology, HIPAA, Physicians, Medical Billing, Healthcare Consulting, EHR, Healthcare Information..., Medicare, Managed Care, Physician Relations, Clinical Research
Education
University of Maryland College Park 1980 — 1984
BS, Accounting, Economics
Centennial High School
Anesthesia Associates Of Clay County January 1997 - Present
Merrill Lynch April 1992 - August 1993
AT&T August 1989 - April 1992
IBM July 1984 - September 1988
Skills
Healthcare Management, Credentialing, Healthcare, Hospitals, Revenue Cycle, EMR, ACLS, Medical Terminology, HIPAA, Physicians, Medical Billing, Healthcare Consulting, EHR, Healthcare Information..., Medicare, Managed Care, Physician Relations, Clinical Research
Education
University of Maryland College Park 1980 — 1984
BS, Accounting, Economics
Centennial High School
Dan Ketchum, AIF®, CRPS®'s Merrill Lynch Experience 1988 - 1995
Job Retirement Plan Advisor/Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. August 2004 - Present
UBS Wealth Management 1995 - 2004
Merrill Lynch 1988 - 1995
Skills
Retirement Planning, Financial Services, Investment Advisory, Investments, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Wealth Management, Securities, 401k, Retirement, Financial Advisory, Series 63, Financial Planning
Education
University of Massachusetts, Amherst 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Raymond James Financial Services, Inc. August 2004 - Present
UBS Wealth Management 1995 - 2004
Merrill Lynch 1988 - 1995
Skills
Retirement Planning, Financial Services, Investment Advisory, Investments, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Wealth Management, Securities, 401k, Retirement, Financial Advisory, Series 63, Financial Planning
Education
University of Massachusetts, Amherst 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Diana Shapiro's Merrill Lynch Experience December 1993 - March 1995
Job CEO, COO, Business Advisor Sustainable Revenue Growth | Zero Waste Consulting | Profit Analysis | US & Canada
Industry Renewables & Environment
Experience
Bottles & Wood July 2015 - Present
Environmental Waste Solutions January 2002 - Present
Eco Tech Ventures May 2002 - Present
Connequity.com January 2014 - Present
Interactive Data January 1996 - January 2000
Merrill Lynch December 1993 - March 1995
Skills
Business Strategy, Strategic Partnerships, Strategic Planning, Sales Management, Management Consulting, Operations Management, Venture Capital, Zero Waste, Clean Energy..., Anaerobic Digestion, LED Lighting Systems, Lean Manufacturing, Supply Chain..., C Level Management, Recycling, Team Leadership, Profit Maximization, Waste Reduction, Compost, Upcycling, National Speaker, Cost Reduction..., P&L Analysis, Waste Management, Cost Reduction Solutions, Operational Turnaround, Solar Energy, Public Speaking, Food Manufacturing, Franchise Consulting, Conference Speaking, New Business..., P&L Responsibility, Food Industry, Restaurants, Manufacturing Operations, Food Packaging, Retail Packaging, Start-up Ventures, Start-ups
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA)
Bottles & Wood July 2015 - Present
Environmental Waste Solutions January 2002 - Present
Eco Tech Ventures May 2002 - Present
Connequity.com January 2014 - Present
Interactive Data January 1996 - January 2000
Merrill Lynch December 1993 - March 1995
Skills
Business Strategy, Strategic Partnerships, Strategic Planning, Sales Management, Management Consulting, Operations Management, Venture Capital, Zero Waste, Clean Energy..., Anaerobic Digestion, LED Lighting Systems, Lean Manufacturing, Supply Chain..., C Level Management, Recycling, Team Leadership, Profit Maximization, Waste Reduction, Compost, Upcycling, National Speaker, Cost Reduction..., P&L Analysis, Waste Management, Cost Reduction Solutions, Operational Turnaround, Solar Energy, Public Speaking, Food Manufacturing, Franchise Consulting, Conference Speaking, New Business..., P&L Responsibility, Food Industry, Restaurants, Manufacturing Operations, Food Packaging, Retail Packaging, Start-up Ventures, Start-ups
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA)
Greg Costello's Merrill Lynch Experience January 2006 - July 2014
Job Senior Vice President, FA Division Manager
Industry Financial Services
Experience
SunTrust Investment Services August 2014 - Present
Merrill Lynch January 2006 - July 2014
Merrill Lynch December 2002 - December 2005
Merrill Lynch March 1997 - November 2002
Merrill Lynch January 1999 - December 2001
United States Marine Corps April 1985 - April 1997
Education
University of Maryland University College
SunTrust Investment Services August 2014 - Present
Merrill Lynch January 2006 - July 2014
Merrill Lynch December 2002 - December 2005
Merrill Lynch March 1997 - November 2002
Merrill Lynch January 1999 - December 2001
United States Marine Corps April 1985 - April 1997
Education
University of Maryland University College
Marcel de Rushe's Merrill Lynch Experience January 2011 - June 2012
Job Loan Origination
Industry Real Estate
Experience
MiMutual Mortgage June 2015 - Present
AIG December 2012 - April 2015
Merrill Lynch January 2011 - June 2012
Unlimited Trust Curacao 2010 - 2010
BBVA Compass February 2007 - February 2009
AIG Global Investment Group 2000 - 2003
Invesco Aim 1998 - 2000
AMVESCAP 1997 - 1998
Skills
Series 7, Bloomberg, Fixed Income, Wealth Management, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Strategies, Alternative Investments, Trading, Cash Management, Trading Systems, Financial Advisory, Money Market, Retirement Planning, Relationship Management, Project Finance, Retirement, Uniform Combined State..., Investment Management, Bonds, Equities, Banking, Financial Analysis, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 1991 — 1995
MiMutual Mortgage June 2015 - Present
AIG December 2012 - April 2015
Merrill Lynch January 2011 - June 2012
Unlimited Trust Curacao 2010 - 2010
BBVA Compass February 2007 - February 2009
AIG Global Investment Group 2000 - 2003
Invesco Aim 1998 - 2000
AMVESCAP 1997 - 1998
Skills
Series 7, Bloomberg, Fixed Income, Wealth Management, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Strategies, Alternative Investments, Trading, Cash Management, Trading Systems, Financial Advisory, Money Market, Retirement Planning, Relationship Management, Project Finance, Retirement, Uniform Combined State..., Investment Management, Bonds, Equities, Banking, Financial Analysis, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 1991 — 1995
Jerry Hong's Merrill Lynch Experience July 2005 - July 2008
Job Financial Management
Industry Financial Services
Experience
Qfour Inc 2009 - Present
University of Massachusetts - Isenberg School of Management 2011 - Present
SAIL Financial Services 2010 - Present
Wombat Security Technologies 2009 - Present
ZAIS Group, LLC August 1998 - December 2008
Merrill Lynch July 2005 - July 2008
Citibank July 1993 - June 1995
Skills
Hedge Funds, Portfolio Management, Fixed Income, Alternative Investments
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors, Finance
Qfour Inc 2009 - Present
University of Massachusetts - Isenberg School of Management 2011 - Present
SAIL Financial Services 2010 - Present
Wombat Security Technologies 2009 - Present
ZAIS Group, LLC August 1998 - December 2008
Merrill Lynch July 2005 - July 2008
Citibank July 1993 - June 1995
Skills
Hedge Funds, Portfolio Management, Fixed Income, Alternative Investments
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors, Finance
Chris Loffredo's Merrill Lynch Experience April 2005 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
New York Life & MainStay Investments 2012 - 2015
BlackRock June 2006 - December 2010
Merrill Lynch April 2005 - June 2006
Merrill Lynch April 2003 - April 2005
Skills
Mutual Funds, Fixed Income, Financial Services, Equities, Asset Management
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance
New York Life & MainStay Investments 2012 - 2015
BlackRock June 2006 - December 2010
Merrill Lynch April 2005 - June 2006
Merrill Lynch April 2003 - April 2005
Skills
Mutual Funds, Fixed Income, Financial Services, Equities, Asset Management
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance
pam Harkins's Merrill Lynch Experience January 2012 - July 2012
Job Registered Client Associate/Office Manager at Plymouth Rock Financial
Industry Financial Services
Experience
Plymouth Rock Financial July 2012 - Present
Merrill Lynch January 2012 - July 2012
Wachovia Securities/Wells Fargo Advisors September 1999 - June 2011
PaineWebber September 1996 - September 1999
Dean Witter July 1989 - September 1996
Skills
Series 7
Education
University of Massachusetts, Amherst 1985 — 1989
BA Degree, English
Hingham High School 1982 — 1985
High School Diploma
Plymouth Rock Financial July 2012 - Present
Merrill Lynch January 2012 - July 2012
Wachovia Securities/Wells Fargo Advisors September 1999 - June 2011
PaineWebber September 1996 - September 1999
Dean Witter July 1989 - September 1996
Skills
Series 7
Education
University of Massachusetts, Amherst 1985 — 1989
BA Degree, English
Hingham High School 1982 — 1985
High School Diploma
Edwin Williams III's Merrill Lynch Experience January 1998 - January 1999
Job Project Manager at Offshore Specialty Fabricators LLC
Industry Oil & Energy
Experience
Offshore Specialty Fabricators, LLC October 2007 - Present
Tetra Applied Technologies, L.P October 2006 - September 2007
Offshore Specialty Fabricators, Inc March 2006 - October 2006
Roy Phelps Designs January 2004 - January 2005
State Street Corporation January 1999 - January 2004
Education January 2001 - January 2002
State Street Corporation January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
4 C's Cafe January 1995 - January 1998
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Acton Boxborough Regional High School 1992 — 1994
Offshore Specialty Fabricators, LLC October 2007 - Present
Tetra Applied Technologies, L.P October 2006 - September 2007
Offshore Specialty Fabricators, Inc March 2006 - October 2006
Roy Phelps Designs January 2004 - January 2005
State Street Corporation January 1999 - January 2004
Education January 2001 - January 2002
State Street Corporation January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
4 C's Cafe January 1995 - January 1998
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Acton Boxborough Regional High School 1992 — 1994
Ryan Macey's Merrill Lynch Experience January 2013 - Present
Job Vice President Relationship Manager, Bank of America / Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Merrill Lynch / Bank of America February 2010 - January 2013
Merrill Lynch December 2004 - January 2010
AIG December 2003 - December 2004
Skills
Bonds, Prime Brokerage, Process Improvement, Microsoft Excel, Options, Bloomberg Terminal, Relationship Management, Series 7, Series 63
Education
University of Maryland College Park 1999 — 2003
BS, Finance
Hanover Park High School 1995 — 1999
Merrill Lynch January 2013 - Present
Merrill Lynch / Bank of America February 2010 - January 2013
Merrill Lynch December 2004 - January 2010
AIG December 2003 - December 2004
Skills
Bonds, Prime Brokerage, Process Improvement, Microsoft Excel, Options, Bloomberg Terminal, Relationship Management, Series 7, Series 63
Education
University of Maryland College Park 1999 — 2003
BS, Finance
Hanover Park High School 1995 — 1999
Helena Hannah's Merrill Lynch Experience January 2000 - February 2002
Job Accounting
Industry Accounting
Experience
State of Delaware May 2012 - Present
Phi Sigma Sigma, Inc. June 2005 - March 2012
The Columbia Bank February 2002 - June 2005
Merrill Lynch January 2000 - February 2002
Skills
Excel, Quickbooks, ADP Payroll, Word, Blackbaud, iMIS, Customer Service, Accounting, Business Travel, Telephone Skills, Mortgage, Outlook, Database Management, Budgeting, Banking, Financial Reporting, Microsoft Excel, Budgets, QuickBooks, Accounts Receivable, Microsoft Word, Leadership, Management
Education
Derby High School
University of Maryland University College
Bachelor's degree, Business Administration and Management, General
State of Delaware May 2012 - Present
Phi Sigma Sigma, Inc. June 2005 - March 2012
The Columbia Bank February 2002 - June 2005
Merrill Lynch January 2000 - February 2002
Skills
Excel, Quickbooks, ADP Payroll, Word, Blackbaud, iMIS, Customer Service, Accounting, Business Travel, Telephone Skills, Mortgage, Outlook, Database Management, Budgeting, Banking, Financial Reporting, Microsoft Excel, Budgets, QuickBooks, Accounts Receivable, Microsoft Word, Leadership, Management
Education
Derby High School
University of Maryland University College
Bachelor's degree, Business Administration and Management, General
Bill Wasel's Merrill Lynch Experience 1980 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock 2006 - 2012
Merrill Lynch 1980 - 2006
Skills
Sales Presentations, Relationship Management, Money Market, Series 7, Institutional Sales, Asset Managment, Client Development, Series 63, Fixed Income
Education
University of Massachusetts, Amherst
Economics
BlackRock 2006 - 2012
Merrill Lynch 1980 - 2006
Skills
Sales Presentations, Relationship Management, Money Market, Series 7, Institutional Sales, Asset Managment, Client Development, Series 63, Fixed Income
Education
University of Massachusetts, Amherst
Economics
Michelle Hoey-Brooks's Merrill Lynch Experience 1996 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 2000 - 2004
Merrill Lynch 1996 - 1997
Merrill Lynch 1992 - 1996
Education
UMass Boston 1985 — 1990
Social Psychology
UBS Wealth Management 2000 - 2004
Merrill Lynch 1996 - 1997
Merrill Lynch 1992 - 1996
Education
UMass Boston 1985 — 1990
Social Psychology
Robin Starr Bond's Merrill Lynch Experience January 1994 - September 1996
Job Manager at SS&C Technologies
Industry Venture Capital & Private Equity
Experience
SS&C Technologies July 2014 - Present
Ares Management July 2013 - July 2014
AREA Property Partners LP January 2000 - June 2013
AREA Property Partners LP September 1996 - December 1999
Merrill Lynch January 1994 - September 1996
Merrill Lynch September 1992 - December 1994
Skills
Private Equity, Financial Accounting, Investments, Financial Reporting, Investment Properties, Financial Modeling, QuickBooks, Treasury
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's degree, Accounting
SS&C Technologies July 2014 - Present
Ares Management July 2013 - July 2014
AREA Property Partners LP January 2000 - June 2013
AREA Property Partners LP September 1996 - December 1999
Merrill Lynch January 1994 - September 1996
Merrill Lynch September 1992 - December 1994
Skills
Private Equity, Financial Accounting, Investments, Financial Reporting, Investment Properties, Financial Modeling, QuickBooks, Treasury
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's degree, Accounting
Andrew Kobierski's Merrill Lynch Experience June 2008 - Present
Job Equity Sales Trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Bear Stearns August 2005 - May 2008
Skills
Equities, Equity Trading, Electronic Trading, Program Trading, ETFs, Financial Markets, Portfolio Management, Bloomberg, Trading Systems, Fixed Income, Hedge Funds, Trading, Capital Markets, Series 7, Series 63, Derivatives, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
St. John's Preparatory School 1997 — 2001
High School Diploma
Merrill Lynch June 2008 - Present
Bear Stearns August 2005 - May 2008
Skills
Equities, Equity Trading, Electronic Trading, Program Trading, ETFs, Financial Markets, Portfolio Management, Bloomberg, Trading Systems, Fixed Income, Hedge Funds, Trading, Capital Markets, Series 7, Series 63, Derivatives, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
St. John's Preparatory School 1997 — 2001
High School Diploma
Barbara Demosthenous's Merrill Lynch Experience May 1992 - January 2004
Job Contractor at Concentrix
Industry Information Technology and Services
Experience
Concentrix January 2014 - Present
Infinite Computer Solutions November 2008 - Present
IBM March 2005 - January 2014
Merrill Lynch May 1992 - January 2004
Education
University of Massachusetts, Amherst
Concentrix January 2014 - Present
Infinite Computer Solutions November 2008 - Present
IBM March 2005 - January 2014
Merrill Lynch May 1992 - January 2004
Education
University of Massachusetts, Amherst
Justin Brodersen's Merrill Lynch Experience April 2006 - September 2009
Job Vice President Risk Management at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group June 2015 - Present
Fortress Investment Group April 2014 - June 2015
Sano Investments August 2013 - December 2013
Hutchin Hill Capital October 2011 - April 2013
Bank of America September 2009 - June 2011
Merrill Lynch April 2006 - September 2009
Merrill Lynch July 2004 - April 2006
Skills
Hedge Funds, Credit Derivatives, Bloomberg, Derivatives, Equities, Fixed Income, Trading, Structured Products, Swaps
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Maryland College Park 2000 — 2004
Bachelor of Arts (BA), Economics
Fortress Investment Group June 2015 - Present
Fortress Investment Group April 2014 - June 2015
Sano Investments August 2013 - December 2013
Hutchin Hill Capital October 2011 - April 2013
Bank of America September 2009 - June 2011
Merrill Lynch April 2006 - September 2009
Merrill Lynch July 2004 - April 2006
Skills
Hedge Funds, Credit Derivatives, Bloomberg, Derivatives, Equities, Fixed Income, Trading, Structured Products, Swaps
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Maryland College Park 2000 — 2004
Bachelor of Arts (BA), Economics
Earl L Dixon's Merrill Lynch Experience October 2006 - January 2009
Job Experienced Financial Services Representative
Industry Financial Services
Experience
D Allen Dixon Investments and Holdings March 2014 - Present
H&R Block November 2011 - May 2012
New York Life Insurance Company January 2009 - January 2010
Merrill Lynch October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Personal Financial..., Retirement Planning, Retirement, Access
Education
University of Maryland University College
Bachelor's Degree, Information Science/Studies
ITT Technical Institute Liverpool, NY
Associate's Degree, Computer Programming
Investment Banking Institute
Financial Modeling and Business Valuation
Sawyer School of Business
Associate's Degree, Business and Accounting
D Allen Dixon Investments and Holdings March 2014 - Present
H&R Block November 2011 - May 2012
New York Life Insurance Company January 2009 - January 2010
Merrill Lynch October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Personal Financial..., Retirement Planning, Retirement, Access
Education
University of Maryland University College
Bachelor's Degree, Information Science/Studies
ITT Technical Institute Liverpool, NY
Associate's Degree, Computer Programming
Investment Banking Institute
Financial Modeling and Business Valuation
Sawyer School of Business
Associate's Degree, Business and Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank