Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
DAVID MEJIA DAVID MEJIA's Merrill Lynch Experience May 2011 - August 2011
Job Pricing Analyst at Falcon Farms Inc.
Industry Financial Services
Experience
Trayectoria Oil & Gas April 2013 - December 2013
Dual Specialty Underwriters September 2012 - March 2013
C.I. Falcon Farms de Colombia S.A. January 2012 - September 2012
Merrill Lynch May 2011 - August 2011
University of Miami Wellness Center May 2010 - May 2011
Expo Quimica S.A Medellin, Colombia May 2008 - August 2008
Skills
Computer Proficiency, Team Leadership, Data Analysis, Data Entry, Access, Forecasting, Analysis, Management, CRM, Customer Service, Operations Management, Finance, Recruiting, Account Management, Bloomberg, Spanish, Microsoft Excel, Negotiation, Visio, Microsoft Office, PowerPoint
Education
University of Miami - School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of Miami 2008 — 2011
Bachelors, Business management, Economics
Colegio Internacional de Caracas 2005 — 2008
International Baccalaureate, Economics, 4.0
Trayectoria Oil & Gas April 2013 - December 2013
Dual Specialty Underwriters September 2012 - March 2013
C.I. Falcon Farms de Colombia S.A. January 2012 - September 2012
Merrill Lynch May 2011 - August 2011
University of Miami Wellness Center May 2010 - May 2011
Expo Quimica S.A Medellin, Colombia May 2008 - August 2008
Skills
Computer Proficiency, Team Leadership, Data Analysis, Data Entry, Access, Forecasting, Analysis, Management, CRM, Customer Service, Operations Management, Finance, Recruiting, Account Management, Bloomberg, Spanish, Microsoft Excel, Negotiation, Visio, Microsoft Office, PowerPoint
Education
University of Miami - School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of Miami 2008 — 2011
Bachelors, Business management, Economics
Colegio Internacional de Caracas 2005 — 2008
International Baccalaureate, Economics, 4.0
Lois Gregory Lois Gregory's Merrill Lynch Experience 2008 - 2008
Job Registered Investment Assistant at Pension Builders & Consultants
Industry Financial Services
Experience
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Pablo Kaparis Pablo Kaparis's Merrill Lynch Experience November 2012 - August 2015
Job Full Stack Web Developer (Student) at Wyncode Academy
Industry Financial Services
Experience
Wyncode Academy September 2015 - Present
Merrill Lynch November 2012 - August 2015
Banco Nacional de Fomento de la Vivienda y la Producción October 2009 - May 2012
Zanka International August 2008 - May 2011
Oceania Cruises June 2007 - June 2008
Skills
Business, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Forecasting, Analysis, Budgets, Business Planning, Business Strategy, Management, Negotiation, Financial Modeling, New Business Development
Education
University of Miami - School of Business 2002 — 2004
Master's Degree, Professional Accounting, 3.67
University of Miami - School of Business 1997 — 2001
Bachelor's Degree, Finance and Accounting, 3.57
Wyncode
Wyncode Academy September 2015 - Present
Merrill Lynch November 2012 - August 2015
Banco Nacional de Fomento de la Vivienda y la Producción October 2009 - May 2012
Zanka International August 2008 - May 2011
Oceania Cruises June 2007 - June 2008
Skills
Business, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Forecasting, Analysis, Budgets, Business Planning, Business Strategy, Management, Negotiation, Financial Modeling, New Business Development
Education
University of Miami - School of Business 2002 — 2004
Master's Degree, Professional Accounting, 3.67
University of Miami - School of Business 1997 — 2001
Bachelor's Degree, Finance and Accounting, 3.57
Wyncode
Ana Fernanda Ruiz Ana Fernanda Ruiz's Merrill Lynch Experience June 2013 - August 2013
Job Sales Engineer at Citrix
Industry Information Technology and Services
Experience
Citrix September 2015 - Present
Citrix August 2014 - September 2015
Merrill Lynch June 2013 - August 2013
Xerox May 2012 - August 2012
Sponsors for Educational Opportunity March 2012 - May 2012
Skills
Leadership, Microsoft Office, Finance, Microsoft Excel, Community Outreach, English-Spanish, Strategy, Strategic Financial..., Analytical Background, Mobility Management, Enterprise Mobility, Virtualization, Technical Demonstrations, Citrix XenApp, Citrix XenDesktop, Access, PowerPoint, Spanish, Problem Solving, Interpersonal Skill, Hyperion Reports, Mergers
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods, Finance
Citrix September 2015 - Present
Citrix August 2014 - September 2015
Merrill Lynch June 2013 - August 2013
Xerox May 2012 - August 2012
Sponsors for Educational Opportunity March 2012 - May 2012
Skills
Leadership, Microsoft Office, Finance, Microsoft Excel, Community Outreach, English-Spanish, Strategy, Strategic Financial..., Analytical Background, Mobility Management, Enterprise Mobility, Virtualization, Technical Demonstrations, Citrix XenApp, Citrix XenDesktop, Access, PowerPoint, Spanish, Problem Solving, Interpersonal Skill, Hyperion Reports, Mergers
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods, Finance
Kyle Langschwager's Merrill Lynch Experience May 1998 - July 1998
Job Freight Apprentice at CH Robinson
Industry Logistics and Supply Chain
Experience
CH Robinson May 1999 - Present
Merrill Lynch May 1998 - July 1998
Quicken Loans February 1998 - April 1998
JImmy's Pub June 1997 - January 1998
Pasta To Go February 1997 - August 1997
Scotty's Landscaping June 1995 - August 1995
Vincent's Italian Restuarant May 1994 - August 1994
Frederickson's Orchards June 1992 - August 1992
Dusty's Cellar August 1990 - October 1991
Meijer August 1989 - August 1990
Skills
Transportation, Logistics Management, Time Management, International Logistics, Freight, Management, Freight Forwarding, Trucking, Freight Transportation, Fleet Management, Reverse Logistics, Supply Chain Consulting
Education
University of Michigan 1992 — 1996
Bachelor of Science, Biological Anthropology, Average
University of Pittsburgh 1995 — 1995
Abroad, The Semester at Sea
CH Robinson May 1999 - Present
Merrill Lynch May 1998 - July 1998
Quicken Loans February 1998 - April 1998
JImmy's Pub June 1997 - January 1998
Pasta To Go February 1997 - August 1997
Scotty's Landscaping June 1995 - August 1995
Vincent's Italian Restuarant May 1994 - August 1994
Frederickson's Orchards June 1992 - August 1992
Dusty's Cellar August 1990 - October 1991
Meijer August 1989 - August 1990
Skills
Transportation, Logistics Management, Time Management, International Logistics, Freight, Management, Freight Forwarding, Trucking, Freight Transportation, Fleet Management, Reverse Logistics, Supply Chain Consulting
Education
University of Michigan 1992 — 1996
Bachelor of Science, Biological Anthropology, Average
University of Pittsburgh 1995 — 1995
Abroad, The Semester at Sea
Mark Starosciak, CFP®'s Merrill Lynch Experience June 1999 - March 2009
Job Managing Partner at Infinium Investment Advisors Denver Financial Advisor
Industry Financial Services
Experience
Infinium January 2010 - Present
Infinium Investment Advisors March 2009 - Present
Tracour October 2013 - Present
The Bacchanalian Society of Denver March 2007 - Present
Colorado Trout Unlimited 2010 - 2012
EO 2009 - 2010
Merrill Lynch June 1999 - March 2009
Denver Business Series March 2003 - December 2007
Merrill Lynch June 1999 - January 2003
Accenture September 1995 - April 1999
Education
University of Michigan-Dearborn 1993 — 1995
MBA
University of Michigan 1989 — 1993
Bachelor of Arts (B.A.)
Dearborn Divine Child 1985 — 1989
Infinium January 2010 - Present
Infinium Investment Advisors March 2009 - Present
Tracour October 2013 - Present
The Bacchanalian Society of Denver March 2007 - Present
Colorado Trout Unlimited 2010 - 2012
EO 2009 - 2010
Merrill Lynch June 1999 - March 2009
Denver Business Series March 2003 - December 2007
Merrill Lynch June 1999 - January 2003
Accenture September 1995 - April 1999
Education
University of Michigan-Dearborn 1993 — 1995
MBA
University of Michigan 1989 — 1993
Bachelor of Arts (B.A.)
Dearborn Divine Child 1985 — 1989
Anna Tuchy Anna Tuchy's Merrill Lynch Experience June 2013 - September 2013
Job Investment Banking Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays June 2015 - Present
Barclays June 2014 - August 2014
LEÓN, MAYER & Co. January 2014 - March 2014
Endeavor Schools September 2013 - December 2013
Delta Sigma Pi December 2012 - December 2013
Merrill Lynch June 2013 - September 2013
Delta Sigma Pi May 2012 - December 2012
Economics Club at the University of Miami November 2011 - September 2012
Qatar MICE Development Institute May 2012 - July 2012
Skills
Microsoft Office, German, French, Latin, Teaching, Teamwork, Microsoft Excel, Middle East, Europe, Model United Nations, Event Management, Team Leadership, Public Speaking, Leadership, Team Management, Budgets, Social Networking, Spanish, Research, Social Media, PowerPoint, Event Planning, Microsoft Word
Education
University of Miami - School of Business 2011 — 2014
Bachelor of Business Administration, Finance
American School of Doha 2010 — 2011
High School Diploma
Stiftung Theresianische Akademie Wien 2003 — 2010
Barclays June 2015 - Present
Barclays June 2014 - August 2014
LEÓN, MAYER & Co. January 2014 - March 2014
Endeavor Schools September 2013 - December 2013
Delta Sigma Pi December 2012 - December 2013
Merrill Lynch June 2013 - September 2013
Delta Sigma Pi May 2012 - December 2012
Economics Club at the University of Miami November 2011 - September 2012
Qatar MICE Development Institute May 2012 - July 2012
Skills
Microsoft Office, German, French, Latin, Teaching, Teamwork, Microsoft Excel, Middle East, Europe, Model United Nations, Event Management, Team Leadership, Public Speaking, Leadership, Team Management, Budgets, Social Networking, Spanish, Research, Social Media, PowerPoint, Event Planning, Microsoft Word
Education
University of Miami - School of Business 2011 — 2014
Bachelor of Business Administration, Finance
American School of Doha 2010 — 2011
High School Diploma
Stiftung Theresianische Akademie Wien 2003 — 2010
Derek Cohen Derek Cohen's Merrill Lynch Experience June 2014 - August 2014
Job Chemical Engineering Student
Industry Chemicals
Experience
The University of Michigan August 2012 - Present
Schlumberger June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Ear, Nose and Throat Associates July 2013 - August 2013
Skills
Chemical Engineering, Renewable Energy, Matlab, Materials Science, Process Engineering, Water Treatment, Energy, Environmental Awareness, Project Engineering, Customer Service, Public Speaking, PowerPoint, Management, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office
Education
University of Michigan 2012 — 2015
Bachelor’s Degree, Chemical Engineering, 3.43
The University of Michigan August 2012 - Present
Schlumberger June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Ear, Nose and Throat Associates July 2013 - August 2013
Skills
Chemical Engineering, Renewable Energy, Matlab, Materials Science, Process Engineering, Water Treatment, Energy, Environmental Awareness, Project Engineering, Customer Service, Public Speaking, PowerPoint, Management, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office
Education
University of Michigan 2012 — 2015
Bachelor’s Degree, Chemical Engineering, 3.43
Ryan McInerny's Merrill Lynch Experience June 2013 - September 2013
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - Present
Par Management, LLC 2009 - Present
SFP Wealth June 2014 - August 2014
State Street October 2013 - May 2014
Merrill Lynch June 2013 - September 2013
GPS Capital Markets, Inc. May 2013 - June 2013
Roche Bros. Supermarkets October 2007 - September 2011
Skills
Microsoft Office, PPM, Insurance, Sales, Leadership, Team Leadership, Management, Budgets, Team Building, Banking, Business Analysis, Process Improvement, Project Management, Project Planning, Strategic Planning, Operations Management, Proposal Writing, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Customer Service, Time Management, Research
Education
University of Massachusetts, Amherst 2011 — 2015
Saint John's High School
Office of the Comptroller of the Currency June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - Present
Par Management, LLC 2009 - Present
SFP Wealth June 2014 - August 2014
State Street October 2013 - May 2014
Merrill Lynch June 2013 - September 2013
GPS Capital Markets, Inc. May 2013 - June 2013
Roche Bros. Supermarkets October 2007 - September 2011
Skills
Microsoft Office, PPM, Insurance, Sales, Leadership, Team Leadership, Management, Budgets, Team Building, Banking, Business Analysis, Process Improvement, Project Management, Project Planning, Strategic Planning, Operations Management, Proposal Writing, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Customer Service, Time Management, Research
Education
University of Massachusetts, Amherst 2011 — 2015
Saint John's High School
Thomas Latta Thomas Latta's Merrill Lynch Experience April 1981 - February 1988
Job Researcher and Writer, Private Wealth and Investments
Industry Investment Management
Experience
Wall Street, Private Wealth, Investments March 2014 - Present
Investment Research August 2013 - March 2014
Bank of America, Merrill Lynch January 2002 - August 2013
Two Early Stage Companies November 1998 - September 2002
Franklin Templeton Investments May 1991 - November 1998
Merrill Lynch April 1981 - February 1988
Skills
Investment Management, Wealth Management, Asset Allocation, Financial Analysis, Credit Analysis, Portfolio Management, Investment Strategies, Risk Management, Equity Research, Fixed Income Analysis, Product Development, Quantitative Research, Research Design, Operational Risk..., Expert Witness
Education
University of Miami - School of Business 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Wall Street, Private Wealth, Investments March 2014 - Present
Investment Research August 2013 - March 2014
Bank of America, Merrill Lynch January 2002 - August 2013
Two Early Stage Companies November 1998 - September 2002
Franklin Templeton Investments May 1991 - November 1998
Merrill Lynch April 1981 - February 1988
Skills
Investment Management, Wealth Management, Asset Allocation, Financial Analysis, Credit Analysis, Portfolio Management, Investment Strategies, Risk Management, Equity Research, Fixed Income Analysis, Product Development, Quantitative Research, Research Design, Operational Risk..., Expert Witness
Education
University of Miami - School of Business 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Judy Pantoja's Merrill Lynch Experience October 1989 - April 1996
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
UBS International March 2001 - September 2015
Royal Bank of Canada, Miami , FL September 1997 - February 2001
Merrill Lynch October 1989 - April 1996
Skills
Asset Allocation, Alternative Investments, Wealth Management, Equities, Fixed Income, Mutual Funds, Series 7, Financial Services
Education
University of Miami - School of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Morgan Stanley Wealth Management September 2015 - Present
UBS International March 2001 - September 2015
Royal Bank of Canada, Miami , FL September 1997 - February 2001
Merrill Lynch October 1989 - April 1996
Skills
Asset Allocation, Alternative Investments, Wealth Management, Equities, Fixed Income, Mutual Funds, Series 7, Financial Services
Education
University of Miami - School of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Joseph Cuomo Joseph Cuomo's Merrill Lynch Experience April 2006 - January 2009
Job Commercial Real Estate Auction Executive
Industry Real Estate
Experience
Auction.com December 2011 - Present
LNR Property Corporation March 2011 - December 2011
Lighthouse Advisory Services February 2009 - February 2011
Merrill Lynch April 2006 - January 2009
Deustche Bank January 2005 - April 2006
Ernst & Young July 1999 - January 2005
Skills
Debt, Capital Markets, Mortgage, Valuation, CMBS, Commercial Real Estate..., Loan Sales, Commercial Real Estate..., Mortgage Lending, Real Estate, Loans, Financial Modeling, Commercial Real Estate, Financial Structuring, Asset Management, Commercial Mortgages, Due Diligence, Credit, Real Estate Economics, Investments, Portfolio Management, Securitization, Structured Finance, Risk Management, Real Estate Financing
Education
University of Miami - School of Business 1996 — 1999
Bachelor of Business Administration, Finance
Auction.com December 2011 - Present
LNR Property Corporation March 2011 - December 2011
Lighthouse Advisory Services February 2009 - February 2011
Merrill Lynch April 2006 - January 2009
Deustche Bank January 2005 - April 2006
Ernst & Young July 1999 - January 2005
Skills
Debt, Capital Markets, Mortgage, Valuation, CMBS, Commercial Real Estate..., Loan Sales, Commercial Real Estate..., Mortgage Lending, Real Estate, Loans, Financial Modeling, Commercial Real Estate, Financial Structuring, Asset Management, Commercial Mortgages, Due Diligence, Credit, Real Estate Economics, Investments, Portfolio Management, Securitization, Structured Finance, Risk Management, Real Estate Financing
Education
University of Miami - School of Business 1996 — 1999
Bachelor of Business Administration, Finance
David R. Zoellner Sr.'s Merrill Lynch Experience January 1991 - May 2002
Job Chief Executive Officer & Chief Investment Officer Zoellner Whole Financial P.L.L.C.
Industry Financial Services
Experience
Zoellner Whole Financial PLLC 2010 - Present
J. P. Turner & Company, LLC 2010 - 2013
Robert W. Baird & Co. January 2002 - May 2010
Merrill Lynch January 1991 - May 2002
Shearson Lehman Brothers May 1989 - December 1990
Skills
Financial Advisory, Accomplished Chef, Community Service..., Captain of the SeaRay..., Financial Services, Investments, Equities, Series 7, Wealth Management, Portfolio Management, Investment Banking, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Valuation, Alternative Investments, Retirement Planning, Securities, Private Equity, Financial Analysis, Registered Investment..., Asset Management
Education
University of Michigan- Ann Arbor 1982 — 1986
Bachelor of Arts (B.A.), Business/Communications/Psychology
University of Michigan
Bachelor of General Studies, Business, Communication, Psychology
Zoellner Whole Financial PLLC 2010 - Present
J. P. Turner & Company, LLC 2010 - 2013
Robert W. Baird & Co. January 2002 - May 2010
Merrill Lynch January 1991 - May 2002
Shearson Lehman Brothers May 1989 - December 1990
Skills
Financial Advisory, Accomplished Chef, Community Service..., Captain of the SeaRay..., Financial Services, Investments, Equities, Series 7, Wealth Management, Portfolio Management, Investment Banking, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Valuation, Alternative Investments, Retirement Planning, Securities, Private Equity, Financial Analysis, Registered Investment..., Asset Management
Education
University of Michigan- Ann Arbor 1982 — 1986
Bachelor of Arts (B.A.), Business/Communications/Psychology
University of Michigan
Bachelor of General Studies, Business, Communication, Psychology
Brandon Seagriff Brandon Seagriff's Merrill Lynch Experience August 2012 - October 2012
Job Alternative Investments at Gabelli & Partners
Industry Financial Services
Experience
Gabelli & Partners April 2015 - Present
GAMCO Investors, Inc. June 2014 - April 2015
Merrill Lynch August 2012 - October 2012
GAMCO May 2012 - July 2012
GAMCO May 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance
Ridgefield
Gabelli & Partners April 2015 - Present
GAMCO Investors, Inc. June 2014 - April 2015
Merrill Lynch August 2012 - October 2012
GAMCO May 2012 - July 2012
GAMCO May 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance
Ridgefield
Alexander Ross Alexander Ross's Merrill Lynch Experience October 2010 - April 2011
Job Real Estate Investments at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan July 2012 - October 2014
JP Morgan June 2011 - August 2011
Merrill Lynch October 2010 - April 2011
The Chicago Bar Association June 2010 - August 2010
Chicago Daley Center June 2010 - August 2010
Ann Arbor Public Schools October 2009 - March 2010
Skills
Investments, Wealth Management, Economics, Bloomberg Terminal, Asset Allocation, Banking, Series 63, Series 7, Equities, Options, Financial Modeling, Capital Markets, Series 7 Certification, Bloomberg, Fixed Income, Portfolio Management, Argus Modeling, Real Estate
Education
University of Michigan 2008 — 2012
B.A., Economics
J.P. Morgan October 2014 - Present
J.P. Morgan July 2012 - October 2014
JP Morgan June 2011 - August 2011
Merrill Lynch October 2010 - April 2011
The Chicago Bar Association June 2010 - August 2010
Chicago Daley Center June 2010 - August 2010
Ann Arbor Public Schools October 2009 - March 2010
Skills
Investments, Wealth Management, Economics, Bloomberg Terminal, Asset Allocation, Banking, Series 63, Series 7, Equities, Options, Financial Modeling, Capital Markets, Series 7 Certification, Bloomberg, Fixed Income, Portfolio Management, Argus Modeling, Real Estate
Education
University of Michigan 2008 — 2012
B.A., Economics
Jeremy Smith, MS, MBA Jeremy Smith, MS, MBA's Merrill Lynch Experience August 2012 - March 2013
Job hmm...
Industry Information Technology and Services
Experience
Heartland Payment Systems May 2015 - Present
Scoopr Media June 2011 - April 2015
Merrill Lynch August 2012 - March 2013
Howstheliving.com, LLC May 2010 - July 2012
Warner Brothers, Inc November 2008 - May 2010
Warner Bros. July 2005 - November 2008
The University of Tennessee August 2004 - May 2005
Skills
Business Valuation, middle market debt, Fixed Income, Fixed Asset Management, Fixed Income Analysis, Managing Start-ups, Commercial Banking, Credit Analysis, Private Equity, Capital Markets, Venture Financing, Equity Capital Markets, Investor Relations, Business Development
Education
University of Miami - School of Business
MBA, Business Administration and Management, General
The University Of Tennessee, Knoxville
Masters of Science, Industrial Engineering
The University of Tennessee Knoxville
Bachelor of Science, Mathematics and Economics
CBHS
Heartland Payment Systems May 2015 - Present
Scoopr Media June 2011 - April 2015
Merrill Lynch August 2012 - March 2013
Howstheliving.com, LLC May 2010 - July 2012
Warner Brothers, Inc November 2008 - May 2010
Warner Bros. July 2005 - November 2008
The University of Tennessee August 2004 - May 2005
Skills
Business Valuation, middle market debt, Fixed Income, Fixed Asset Management, Fixed Income Analysis, Managing Start-ups, Commercial Banking, Credit Analysis, Private Equity, Capital Markets, Venture Financing, Equity Capital Markets, Investor Relations, Business Development
Education
University of Miami - School of Business
MBA, Business Administration and Management, General
The University Of Tennessee, Knoxville
Masters of Science, Industrial Engineering
The University of Tennessee Knoxville
Bachelor of Science, Mathematics and Economics
CBHS
Benjamin Hone Benjamin Hone's Merrill Lynch Experience June 2013 - May 2014
Job Partnership Scout at IPG Media Lab
Industry Marketing and Advertising
Experience
IPG Media Lab July 2015 - Present
BPN Worldwide May 2014 - July 2015
Merrill Lynch June 2013 - May 2014
STARR RESTAURANTS April 2011 - February 2013
Greenpeace October 2010 - February 2011
Providence Hospital July 2010 - September 2010
UBS Investment Bank July 2008 - August 2008
Skills
Sales, Leadership, Microsoft Office, Patience, Motivated self-starter, Networking, Adaptability, Analysis, Composure under pressure, Constructive Feedback, Creativity, Customer Interaction, Engaging Speaker, Global Perspective, Great communications..., Humor, Integrity, Intellectually Curious, Management, Open-mindedness, Organization, Quick & Eager Learner, Poise, Positivity, Resourceful..., Respect, Strategist, Teamwork, Customer Service
Education
University of Miami 2006 — 2010
Bachelor's degree, Political Science and Economics, 3.2 GPA
University of Miami 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
IPG Media Lab July 2015 - Present
BPN Worldwide May 2014 - July 2015
Merrill Lynch June 2013 - May 2014
STARR RESTAURANTS April 2011 - February 2013
Greenpeace October 2010 - February 2011
Providence Hospital July 2010 - September 2010
UBS Investment Bank July 2008 - August 2008
Skills
Sales, Leadership, Microsoft Office, Patience, Motivated self-starter, Networking, Adaptability, Analysis, Composure under pressure, Constructive Feedback, Creativity, Customer Interaction, Engaging Speaker, Global Perspective, Great communications..., Humor, Integrity, Intellectually Curious, Management, Open-mindedness, Organization, Quick & Eager Learner, Poise, Positivity, Resourceful..., Respect, Strategist, Teamwork, Customer Service
Education
University of Miami 2006 — 2010
Bachelor's degree, Political Science and Economics, 3.2 GPA
University of Miami 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
Andrew Moll Andrew Moll's Merrill Lynch Experience May 2011 - August 2011
Job Speaker with a focus on data | Technical Evangelist at Microsoft
Industry Information Technology and Services
Experience
Microsoft April 2015 - Present
Microsoft July 2012 - Present
Merrill Lynch May 2011 - August 2011
Trico Products May 2010 - September 2010
Student Painters December 2008 - October 2009
Skills
Leadership, Business Intelligence, Teamwork, Data Analysis, Team Leadership, Sales, Microsoft Excel, Market Research, Marketing, Business Analysis, Big Data, Customer Satisfaction, Training, Recruiting, .NET, Hadoop, Azure Cloud Architecture, Machine Learning, Program Management, Customer Service, SQL
Education
University of Michigan
Bachelor of Science, Industrial and Operations Engineering
Oxford High School
Microsoft April 2015 - Present
Microsoft July 2012 - Present
Merrill Lynch May 2011 - August 2011
Trico Products May 2010 - September 2010
Student Painters December 2008 - October 2009
Skills
Leadership, Business Intelligence, Teamwork, Data Analysis, Team Leadership, Sales, Microsoft Excel, Market Research, Marketing, Business Analysis, Big Data, Customer Satisfaction, Training, Recruiting, .NET, Hadoop, Azure Cloud Architecture, Machine Learning, Program Management, Customer Service, SQL
Education
University of Michigan
Bachelor of Science, Industrial and Operations Engineering
Oxford High School
Eliot Goldfarb's Merrill Lynch Experience May 2013 - August 2013
Job Business Analyst Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Michigan Youth Coaching Association September 2013 - Present
Target June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Camp Timberlane June 2012 - August 2012
Phi Chi Theta Business Fraternity January 2012 - May 2012
Skills
Strategy, Staff Development, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Economics, Social Media, Teamwork, Public Speaking, Financial Research, Financial Market..., Sports Coaching, Brand Management, Financial Analysis, Leadership, Market Research, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Strategy and Marketing
University of Michigan 2011 — 2015
Bachelors of Business Administration
Deloitte August 2015 - Present
Michigan Youth Coaching Association September 2013 - Present
Target June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Camp Timberlane June 2012 - August 2012
Phi Chi Theta Business Fraternity January 2012 - May 2012
Skills
Strategy, Staff Development, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Economics, Social Media, Teamwork, Public Speaking, Financial Research, Financial Market..., Sports Coaching, Brand Management, Financial Analysis, Leadership, Market Research, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Strategy and Marketing
University of Michigan 2011 — 2015
Bachelors of Business Administration
Thomas Wen Thomas Wen's Merrill Lynch Experience June 2012 - August 2012
Job Associate Consultant at Capgemini
Industry Financial Services
Experience
Capgemini July 2015 - Present
WunWun May 2014 - August 2014
Permal July 2013 - August 2013
Xtreme Trips April 2012 - April 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Economics, PowerPoint, Data Analysis, Finance, Python
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Economics
Capgemini July 2015 - Present
WunWun May 2014 - August 2014
Permal July 2013 - August 2013
Xtreme Trips April 2012 - April 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Economics, PowerPoint, Data Analysis, Finance, Python
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Economics
Ali (Goldstein) Horowitz's Merrill Lynch Experience July 2008 - June 2009
Job Talent Acquisition & HR at 360i
Industry Human Resources
Experience
360i May 2013 - Present
James & Co. November 2011 - May 2013
MyMatchmakr.com LLC July 2011 - December 2011
Merrill Lynch July 2008 - June 2009
Skills
Recruiting, Executive Search, Research, Talent Acquisition, Career Counseling, Sales, Human Resources, Talent Management, Social Networking, Sourcing, Interviews, Technical Recruiting, HRIS, Organizational..., College Recruiting, Applicant Tracking..., Onboarding, Employee Engagement, Internet Recruiting, Employer Branding, Employee Relations, Performance Management, Workforce Planning, Leadership, Succession Planning, Personnel Management, Hiring, Employee Training, Screening Resumes, HR Consulting
Education
Fordham University Graduate School of Education 2009 — 2011
M.S.ed, Counseling & Personnel Services
University of Miami 2004 — 2008
Bachelor of Science, Communications and Psychology
360i May 2013 - Present
James & Co. November 2011 - May 2013
MyMatchmakr.com LLC July 2011 - December 2011
Merrill Lynch July 2008 - June 2009
Skills
Recruiting, Executive Search, Research, Talent Acquisition, Career Counseling, Sales, Human Resources, Talent Management, Social Networking, Sourcing, Interviews, Technical Recruiting, HRIS, Organizational..., College Recruiting, Applicant Tracking..., Onboarding, Employee Engagement, Internet Recruiting, Employer Branding, Employee Relations, Performance Management, Workforce Planning, Leadership, Succession Planning, Personnel Management, Hiring, Employee Training, Screening Resumes, HR Consulting
Education
Fordham University Graduate School of Education 2009 — 2011
M.S.ed, Counseling & Personnel Services
University of Miami 2004 — 2008
Bachelor of Science, Communications and Psychology
Carly Kanaley Carly Kanaley's Merrill Lynch Experience August 2009 - December 2009
Job Senior Media Investment Buyer at ID Media
Industry Marketing and Advertising
Experience
ID Media July 2014 - Present
ID Media November 2013 - Present
ID Media February 2012 - Present
Robert Verdi Inc. August 2011 - October 2011
Vita Coco September 2010 - May 2011
Celgene June 2008 - August 2010
Merrill Lynch August 2009 - December 2009
University of Miami October 2007 - May 2008
Skills
Microsoft Excel, Event Planning, Time Management, Teamwork, Spanish, Customer Service, Microsoft Office, Creative Writing, Analysis, Illustrator, Statistics, Research, Teaching, Photoshop, Editing, Facebook
Education
University of Miami 2007 — 2011
BA, International Finance and Marketing
CEA Study Abroad Program - Barcelona, Spain 2010 — 2010
Liberal Arts and Sciences/Liberal Studies
ID Media July 2014 - Present
ID Media November 2013 - Present
ID Media February 2012 - Present
Robert Verdi Inc. August 2011 - October 2011
Vita Coco September 2010 - May 2011
Celgene June 2008 - August 2010
Merrill Lynch August 2009 - December 2009
University of Miami October 2007 - May 2008
Skills
Microsoft Excel, Event Planning, Time Management, Teamwork, Spanish, Customer Service, Microsoft Office, Creative Writing, Analysis, Illustrator, Statistics, Research, Teaching, Photoshop, Editing, Facebook
Education
University of Miami 2007 — 2011
BA, International Finance and Marketing
CEA Study Abroad Program - Barcelona, Spain 2010 — 2010
Liberal Arts and Sciences/Liberal Studies
Samantha Hickey Samantha Hickey's Merrill Lynch Experience May 2008 - August 2008
Job Senior Account Executive at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett July 2015 - Present
Leo Burnett Group June 2013 - June 2015
Abelson-Taylor June 2012 - May 2013
Abelson-Taylor February 2012 - June 2012
Abelson-Taylor July 2011 - January 2012
WPLG-TV Miami January 2011 - April 2011
Vita Coco September 2010 - January 2011
WMAQ-TV Chicago May 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Elite Fitness May 2007 - August 2007
Skills
Editing, Research, Social Media, Customer Service, Social Media Marketing, Interviews, Advertising, Marketing, Facebook, Marketing Communications, Management, Storytelling, Press Releases, PowerPoint, Social Networking
Education
University of Miami 2007 — 2011
Bachelor of Science, Communication
CEA: Cultural Experiences Abroad: Barcelona, Spain 2010 — 2010
Fenwick High School 2003 — 2007
Leo Burnett July 2015 - Present
Leo Burnett Group June 2013 - June 2015
Abelson-Taylor June 2012 - May 2013
Abelson-Taylor February 2012 - June 2012
Abelson-Taylor July 2011 - January 2012
WPLG-TV Miami January 2011 - April 2011
Vita Coco September 2010 - January 2011
WMAQ-TV Chicago May 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Elite Fitness May 2007 - August 2007
Skills
Editing, Research, Social Media, Customer Service, Social Media Marketing, Interviews, Advertising, Marketing, Facebook, Marketing Communications, Management, Storytelling, Press Releases, PowerPoint, Social Networking
Education
University of Miami 2007 — 2011
Bachelor of Science, Communication
CEA: Cultural Experiences Abroad: Barcelona, Spain 2010 — 2010
Fenwick High School 2003 — 2007
Marla F. Blake Marla F. Blake's Merrill Lynch Experience May 1999 - August 1999
Job Y(our company) = m(arla) x + b(lake) ... The shortest distance between data and insight
Industry Marketing and Advertising
Experience
Fiat Chrysler Automobiles (FCA) Kyyba March 2015 - Present
Team Detroit August 2013 - December 2014
Cigna March 2013 - August 2013
Digitas June 2012 - December 2012
Wunderman Team Detroit September 2007 - June 2012
ForeSee Results February 2007 - August 2007
Towers Watson August 2006 - February 2007
CFI Group October 2004 - June 2006
CFI Group August 2000 - October 2004
Merrill Lynch May 1999 - August 1999
Skills
Analytics, Market Research, Customer Insight, Data Analysis, Analysis, SAS programming, SAS, Segmentation, SQL, Microsoft Excel, Data Mining, Business Intelligence, Statistics, Marketing Research, Quantitative Research, Web Analytics, SPSS, Predictive Modeling, Proposal Writing, Inquisite, Client Presentation, Database Marketing, R, Python, CRM, Direct Marketing, Strategy, Consulting, Management, Training, Market Analysis, Digital Marketing, Competitive Analysis
Education
University of Michigan 1995 — 2000
Bachelor of Arts (BA), Psychology
University of Michigan 1995 — 2000
Bachelor of Arts (BA), Pre-Medicine/Pre-Medical Studies
Fiat Chrysler Automobiles (FCA) Kyyba March 2015 - Present
Team Detroit August 2013 - December 2014
Cigna March 2013 - August 2013
Digitas June 2012 - December 2012
Wunderman Team Detroit September 2007 - June 2012
ForeSee Results February 2007 - August 2007
Towers Watson August 2006 - February 2007
CFI Group October 2004 - June 2006
CFI Group August 2000 - October 2004
Merrill Lynch May 1999 - August 1999
Skills
Analytics, Market Research, Customer Insight, Data Analysis, Analysis, SAS programming, SAS, Segmentation, SQL, Microsoft Excel, Data Mining, Business Intelligence, Statistics, Marketing Research, Quantitative Research, Web Analytics, SPSS, Predictive Modeling, Proposal Writing, Inquisite, Client Presentation, Database Marketing, R, Python, CRM, Direct Marketing, Strategy, Consulting, Management, Training, Market Analysis, Digital Marketing, Competitive Analysis
Education
University of Michigan 1995 — 2000
Bachelor of Arts (BA), Psychology
University of Michigan 1995 — 2000
Bachelor of Arts (BA), Pre-Medicine/Pre-Medical Studies
Allison Raftary Allison Raftary's Merrill Lynch Experience May 2008 - June 2010
Job Manager HR Service Delivery & Planning at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley December 2013 - November 2014
Morgan Stanley August 2011 - November 2013
Morgan Stanley May 2011 - July 2011
TransPerfect July 2010 - April 2011
Merrill Lynch May 2008 - June 2010
A Multiuniversity Evaluation Of The Educational Benefits Of Intergroup Dialogues August 2008 - May 2010
Dance Marathon October 2006 - April 2010
MPortfolio June 2009 - September 2009
Bernardi, Ronayne & Glusac, P.C. June 2007 - August 2007
Skills
Recruiting, Data Analysis, Human Resources, Research, Onboarding, Process Improvement, Applicant Tracking..., Training, Nonprofits, Interviews, Analysis, Microsoft Excel, Microsoft Office, Management, Leadership, Public Speaking
Education
University of Michigan 2006 — 2010
B.A., Psychology
Morgan Stanley December 2014 - Present
Morgan Stanley December 2013 - November 2014
Morgan Stanley August 2011 - November 2013
Morgan Stanley May 2011 - July 2011
TransPerfect July 2010 - April 2011
Merrill Lynch May 2008 - June 2010
A Multiuniversity Evaluation Of The Educational Benefits Of Intergroup Dialogues August 2008 - May 2010
Dance Marathon October 2006 - April 2010
MPortfolio June 2009 - September 2009
Bernardi, Ronayne & Glusac, P.C. June 2007 - August 2007
Skills
Recruiting, Data Analysis, Human Resources, Research, Onboarding, Process Improvement, Applicant Tracking..., Training, Nonprofits, Interviews, Analysis, Microsoft Excel, Microsoft Office, Management, Leadership, Public Speaking
Education
University of Michigan 2006 — 2010
B.A., Psychology
Teodoro Bueres's Merrill Lynch Experience September 1992 - February 1995
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2006 - Present
Lehman Brothers February 1995 - November 2006
Merrill Lynch September 1992 - February 1995
Education
University of Miami - School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Westwood Christian
Morgan Stanley Private Wealth Management November 2006 - Present
Lehman Brothers February 1995 - November 2006
Merrill Lynch September 1992 - February 1995
Education
University of Miami - School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Westwood Christian
Yuan( Nora) Luo Yuan( Nora) Luo's Merrill Lynch Experience September 2011 - December 2011
Job Treasurer of Badminton Club at University of Miami
Industry Marketing and Advertising
Experience
University of Miami August 2010 - Present
Bank of China June 2012 - July 2012
University of Miami January 2010 - April 2012
Merrill Lynch September 2011 - December 2011
Hilton Hotels Worldwide May 2011 - August 2011
Liangmianzhen June 2009 - August 2009
Skills
Microsoft Office, SPSS, Adobe, Photoshop, Strategic Planning, Online Marketing, Databases, Calligraphy, Chinese, Moive Maker
Education
University of Miami - School of Business 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of Miami August 2010 - Present
Bank of China June 2012 - July 2012
University of Miami January 2010 - April 2012
Merrill Lynch September 2011 - December 2011
Hilton Hotels Worldwide May 2011 - August 2011
Liangmianzhen June 2009 - August 2009
Skills
Microsoft Office, SPSS, Adobe, Photoshop, Strategic Planning, Online Marketing, Databases, Calligraphy, Chinese, Moive Maker
Education
University of Miami - School of Business 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Pratik Mahbubani Pratik Mahbubani's Merrill Lynch Experience September 2009 - June 2010
Job Financial Services Management Consultant at PwC
Industry Financial Services
Experience
OnePoint Digital Media Development November 2008 - June 2014
New York University January 2011 - May 2014
PricewaterhouseCoopers LLP June 2013 - August 2013
NYU Stern School of Business January 2013 - May 2013
Clinton Foundation September 2011 - December 2011
Merrill Lynch September 2009 - June 2010
Skills
Leadership, Fundraising, Analysis, Entrepreneurship, Research, Project Planning, Digital Media, Financial Projection, Program Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor's of Science (B.Sc.) Finance and Economics, Computer Science & Mathematics Joint Minor
University of Melbourne 2012 — 2012
Fall 2012 International Business Exchange Program, Commerce
Bergen County Academies - Academy for Business & Finance 2006 — 2010
International Baccalaureate Diploma
OnePoint Digital Media Development November 2008 - June 2014
New York University January 2011 - May 2014
PricewaterhouseCoopers LLP June 2013 - August 2013
NYU Stern School of Business January 2013 - May 2013
Clinton Foundation September 2011 - December 2011
Merrill Lynch September 2009 - June 2010
Skills
Leadership, Fundraising, Analysis, Entrepreneurship, Research, Project Planning, Digital Media, Financial Projection, Program Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor's of Science (B.Sc.) Finance and Economics, Computer Science & Mathematics Joint Minor
University of Melbourne 2012 — 2012
Fall 2012 International Business Exchange Program, Commerce
Bergen County Academies - Academy for Business & Finance 2006 — 2010
International Baccalaureate Diploma
Lymari Zayas Lymari Zayas's Merrill Lynch Experience November 2010 - December 2013
Job Independent Marketing Consultant
Industry Real Estate
Experience
The Related Group August 2014 - August 2015
Avon December 2013 - July 2014
Merrill Lynch November 2010 - December 2013
American Express January 2007 - June 2011
American Express, Latin American and Caribbean HQ September 2002 - December 2006
American Express Business Travel December 1999 - September 2002
Skills
Writing, Marketing Strategy, Loyalty Programs, Market Research, Marketing Management, Marketing, Leadership, Product Management, Credit Cards, Management, Customer Experience, Product Development, Analytics, Advertising, Market Planning, Public Speaking, Project Planning, Strategy, Strategic Planning, Strategic Partnerships, Business Development
Education
University of Phoenix 2000 — 2002
MBA, Master Business Administration
University of Miami 1994 — 1997
B.A., Political Science, Business Law, Sociology
The Related Group August 2014 - August 2015
Avon December 2013 - July 2014
Merrill Lynch November 2010 - December 2013
American Express January 2007 - June 2011
American Express, Latin American and Caribbean HQ September 2002 - December 2006
American Express Business Travel December 1999 - September 2002
Skills
Writing, Marketing Strategy, Loyalty Programs, Market Research, Marketing Management, Marketing, Leadership, Product Management, Credit Cards, Management, Customer Experience, Product Development, Analytics, Advertising, Market Planning, Public Speaking, Project Planning, Strategy, Strategic Planning, Strategic Partnerships, Business Development
Education
University of Phoenix 2000 — 2002
MBA, Master Business Administration
University of Miami 1994 — 1997
B.A., Political Science, Business Law, Sociology
Rob Lonardo's Merrill Lynch Experience February 2012 - August 2013
Job $£€¥
Industry Financial Services
Experience
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Todd Dambrauskas Todd Dambrauskas's Merrill Lynch Experience 1999 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1999 - Present
Skills
Wealth Management, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Equities, ETFs, Financial Advisory, Strategic Financial..., Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), Economics
Merrill Lynch 1999 - Present
Skills
Wealth Management, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Equities, ETFs, Financial Advisory, Strategic Financial..., Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), Economics
Daniel Lengyel's Merrill Lynch Experience May 2012 - March 2014
Job Managing Partner at MetLife Premier Client Group Red River Valley
Industry Financial Services
Experience
MetLife March 2014 - Present
Merrill Lynch May 2012 - March 2014
MetLife January 2002 - April 2012
Sagemark Consulting 1992 - 2002
Education
University of Michigan 1987 — 1990
MetLife March 2014 - Present
Merrill Lynch May 2012 - March 2014
MetLife January 2002 - April 2012
Sagemark Consulting 1992 - 2002
Education
University of Michigan 1987 — 1990
Leith Harmon Leith Harmon's Merrill Lynch Experience 2000 - 2006
Job Chief Financial Planner, Counsel Fiduciary, LLC.
Industry Financial Services
Experience
Counsel Fiduciary, LLC. 2006 - Present
Merrill Lynch 2000 - 2006
IE Consulting 1994 - 2000
ITAC 1997 - 1998
Andersen Consulting 1988 - 1991
Skills
Strategic Financial..., Insurance, Program Management, Wealth Management, Management, Investment Strategies, Financial Advisory, Finance, Financial Risk, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Alternative Investments, Capital Markets, Fixed Income, Risk Management, Equities, Investments, Financial Analysis, Bloomberg, Portfolio Management, Hedge Funds, Securities, Series 63
Education
University of Michigan 1991 — 1994
MSE (IOE), Operations Research
University of Michigan 1991 — 1994
MPP, Applied Economics
University of Michigan 1983 — 1988
BSE (IOE), Industrial and Operations Engineering
West G 1980 — 1983
Counsel Fiduciary, LLC. 2006 - Present
Merrill Lynch 2000 - 2006
IE Consulting 1994 - 2000
ITAC 1997 - 1998
Andersen Consulting 1988 - 1991
Skills
Strategic Financial..., Insurance, Program Management, Wealth Management, Management, Investment Strategies, Financial Advisory, Finance, Financial Risk, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Alternative Investments, Capital Markets, Fixed Income, Risk Management, Equities, Investments, Financial Analysis, Bloomberg, Portfolio Management, Hedge Funds, Securities, Series 63
Education
University of Michigan 1991 — 1994
MSE (IOE), Operations Research
University of Michigan 1991 — 1994
MPP, Applied Economics
University of Michigan 1983 — 1988
BSE (IOE), Industrial and Operations Engineering
West G 1980 — 1983
Eric J. Matheson's Merrill Lynch Experience August 2008 - December 2009
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
Andryk Guerrero's Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
University of Miami School of Business 2009 - Present
Bank of America Merrill Lynch 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
BofA Merrill Lynch February 2011 - May 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting
Merrill Lynch July 2013 - Present
University of Miami School of Business 2009 - Present
Bank of America Merrill Lynch 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
BofA Merrill Lynch February 2011 - May 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting
Julie Davis's Merrill Lynch Experience October 2011 - January 2012
Job Senior Analyst at Goldman Sachs Private Wealth Management
Industry Financial Services
Experience
Goldman Sachs June 2012 - Present
Merrill Lynch October 2011 - January 2012
BroadSpan Capital June 2010 - August 2011
University of Miami September 2008 - January 2011
CBS College Sports Network September 2010 - December 2010
Z-Media June 2010 - September 2010
Skills
Financial Modeling, Finance, Bloomberg, Investments, Portfolio Management, Series 7, Financial Analysis, Private Equity, Mergers & Acquisitions, Statistics, Research, Microsoft Word, Marketing, Investment Banking, Microsoft Excel, PowerPoint, Social Networking, Sales, Public Speaking, Valuation, Bloomberg Terminal, Microsoft Office, Spanish
Education
University of Miami - School of Business 2008 — 2012
BBA, International Finance and Marketing
University of Miami - School of Business
Goldman Sachs June 2012 - Present
Merrill Lynch October 2011 - January 2012
BroadSpan Capital June 2010 - August 2011
University of Miami September 2008 - January 2011
CBS College Sports Network September 2010 - December 2010
Z-Media June 2010 - September 2010
Skills
Financial Modeling, Finance, Bloomberg, Investments, Portfolio Management, Series 7, Financial Analysis, Private Equity, Mergers & Acquisitions, Statistics, Research, Microsoft Word, Marketing, Investment Banking, Microsoft Excel, PowerPoint, Social Networking, Sales, Public Speaking, Valuation, Bloomberg Terminal, Microsoft Office, Spanish
Education
University of Miami - School of Business 2008 — 2012
BBA, International Finance and Marketing
University of Miami - School of Business
Max Ingram's Merrill Lynch Experience July 2014 - August 2014
Job Recruiter at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global July 2015 - Present
Merrill Lynch July 2014 - August 2014
South Eastern Asset Advisors May 2014 - June 2014
COFE Properties July 2013 - August 2013
Ruby Tuesday July 2012 - August 2012
Estancia Cortaderas Hunting Lodge June 2011 - July 2011
Skills
Logistics, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership, Teamwork, Research, Customer Service, Social Media Marketing, Microsoft Word, Social Media, Social Networking
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Business Law
Insight Global July 2015 - Present
Merrill Lynch July 2014 - August 2014
South Eastern Asset Advisors May 2014 - June 2014
COFE Properties July 2013 - August 2013
Ruby Tuesday July 2012 - August 2012
Estancia Cortaderas Hunting Lodge June 2011 - July 2011
Skills
Logistics, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership, Teamwork, Research, Customer Service, Social Media Marketing, Microsoft Word, Social Media, Social Networking
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Business Law
David Ruozzi David Ruozzi's Merrill Lynch Experience 2007 - November 2011
Job Business Development
Industry Financial Services
Experience
Wealth Global Advisors May 2012 - August 2013
Merrill Lynch 2007 - November 2011
R.A. Brandon, Inc April 2003 - August 2007
AXA Advisors November 1999 - April 2003
Formas Federal C.A. January 1993 - December 1999
Skills
Wealth Management, Series 7, Business Development, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Business Strategy, Equities, Asset Management, Strategic Planning, Financial Services, Financial Planning, Management, Finance, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Strategic Financial...
Education
University of Miami - School of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton Aresty Institute Of Executive Education
Wealth Management in Practice: High Net Worth Investing, High Net Worth Investing Program
Wealth Global Advisors May 2012 - August 2013
Merrill Lynch 2007 - November 2011
R.A. Brandon, Inc April 2003 - August 2007
AXA Advisors November 1999 - April 2003
Formas Federal C.A. January 1993 - December 1999
Skills
Wealth Management, Series 7, Business Development, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Business Strategy, Equities, Asset Management, Strategic Planning, Financial Services, Financial Planning, Management, Finance, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Strategic Financial...
Education
University of Miami - School of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton Aresty Institute Of Executive Education
Wealth Management in Practice: High Net Worth Investing, High Net Worth Investing Program
Flavia Romero Flavia Romero's Merrill Lynch Experience June 2002 - September 2006
Job Senior Manager of Corporate Finance
Industry Financial Services
Experience
PayPal June 2015 - Present
eBay Inc April 2013 - Present
MicroPlace, an eBay Company August 2008 - April 2013
BroadSpan Capital September 2006 - July 2008
Merrill Lynch June 2002 - September 2006
Skills
Microfinance, Valuation, Financial Analysis, Financial Modeling, Private Equity, Project Management, Impact Investing, Corporate Finance, M&A experience, Due Diligence, Capital Markets, Business Strategy, Credit Analysis, Investments, Start-ups, Leadership, Corporate Development, Mergers & Acquisitions, Management, Venture Capital, Investment Banking, Finance
Education
University of Miami 1999 — 2003
Bachelor of Business Administration (BBA)
Our Lady of Lourdes Academy 1995 — 1999
PayPal June 2015 - Present
eBay Inc April 2013 - Present
MicroPlace, an eBay Company August 2008 - April 2013
BroadSpan Capital September 2006 - July 2008
Merrill Lynch June 2002 - September 2006
Skills
Microfinance, Valuation, Financial Analysis, Financial Modeling, Private Equity, Project Management, Impact Investing, Corporate Finance, M&A experience, Due Diligence, Capital Markets, Business Strategy, Credit Analysis, Investments, Start-ups, Leadership, Corporate Development, Mergers & Acquisitions, Management, Venture Capital, Investment Banking, Finance
Education
University of Miami 1999 — 2003
Bachelor of Business Administration (BBA)
Our Lady of Lourdes Academy 1995 — 1999
Nick Shufro's Merrill Lynch Experience 1987 - 1989
Job Director, Sustainable Business Solutions at PricewaterhouseCoopers
Industry Renewables & Environment
Experience
PricewaterhouseCoopers August 2003 - Present
PricewaterhouseCoopers August 2003 - June 2014
US - Asia Environmental Partnership September 2001 - July 2003
United Technologies September 1994 - May 2000
Merrill Lynch 1987 - 1989
Merrill Lynch 1987 - 1989
Skills
Carbon Accounting, Sustainability Reporting, Climate Change, Sustainability, Energy Efficiency, Renewable Energy, Energy, Environmental, Corporate Social..., Stakeholder Engagement, Sustainability Strategy, Sustainability..., Carbon Footprinting, Carbon Management, Policy, Strategic Planning, Sustainable Business, Environmental Management, Strategy Development, Governance, Management Consulting, Environmental..., Risk Management, Environmental Policy
Education
Yale School of Forestry and Environmental Studies 1992 — 1994
Masters of Environmental Management, Industrial Environmental Management
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, International Business and Finance
L’Ecole des Hautes Etudes Commerciales, Jouy-en-Josas, France 1986 — 1986
L'Option Entrepreneur, Study Abroad, Semester Abroad
University of Michigan 1980 — 1984
BA, Honors History
Ecole Francaise
PricewaterhouseCoopers August 2003 - Present
PricewaterhouseCoopers August 2003 - June 2014
US - Asia Environmental Partnership September 2001 - July 2003
United Technologies September 1994 - May 2000
Merrill Lynch 1987 - 1989
Merrill Lynch 1987 - 1989
Skills
Carbon Accounting, Sustainability Reporting, Climate Change, Sustainability, Energy Efficiency, Renewable Energy, Energy, Environmental, Corporate Social..., Stakeholder Engagement, Sustainability Strategy, Sustainability..., Carbon Footprinting, Carbon Management, Policy, Strategic Planning, Sustainable Business, Environmental Management, Strategy Development, Governance, Management Consulting, Environmental..., Risk Management, Environmental Policy
Education
Yale School of Forestry and Environmental Studies 1992 — 1994
Masters of Environmental Management, Industrial Environmental Management
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, International Business and Finance
L’Ecole des Hautes Etudes Commerciales, Jouy-en-Josas, France 1986 — 1986
L'Option Entrepreneur, Study Abroad, Semester Abroad
University of Michigan 1980 — 1984
BA, Honors History
Ecole Francaise
Christopher Courbier Christopher Courbier's Merrill Lynch Experience 2005 - 2009
Job Vice President at Britton Hill Partners
Industry Venture Capital & Private Equity
Experience
Britton Hill Partners 2015 - Present
GCP Capital Partners 2011 - 2015
Lazard 2009 - 2011
Merrill Lynch 2005 - 2009
Skills
Investments, Alternative Investments, Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
University of Michigan 2001 — 2005
Bachelor of Arts, History of Art
Britton Hill Partners 2015 - Present
GCP Capital Partners 2011 - 2015
Lazard 2009 - 2011
Merrill Lynch 2005 - 2009
Skills
Investments, Alternative Investments, Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
University of Michigan 2001 — 2005
Bachelor of Arts, History of Art
Serge Coudert Serge Coudert's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2013 - Present
DAS Capital Ltd. January 2013 - June 2013
Merrill Lynch May 2012 - August 2012
Consulate General of France March 2012 - August 2012
Genesis Investment Advisors, LLC. May 2011 - August 2011
Skills
Bloomberg, ThomsonOne, Thomson One Analytics, Microsoft Excel, Spanish, Investments, Corporate Finance, Finance, Customer Service, Economics, Portfolio Management, Research, Analysis, Market Research, Financial Analysis, Financial Modeling, Asset Management, Valuation, Fixed Income, Equities, Derivatives, Wealth Management, Capital Markets, Private Equity
Education
University of Miami 2010 — 2012
BBA, Finance
J.P. Morgan June 2013 - Present
DAS Capital Ltd. January 2013 - June 2013
Merrill Lynch May 2012 - August 2012
Consulate General of France March 2012 - August 2012
Genesis Investment Advisors, LLC. May 2011 - August 2011
Skills
Bloomberg, ThomsonOne, Thomson One Analytics, Microsoft Excel, Spanish, Investments, Corporate Finance, Finance, Customer Service, Economics, Portfolio Management, Research, Analysis, Market Research, Financial Analysis, Financial Modeling, Asset Management, Valuation, Fixed Income, Equities, Derivatives, Wealth Management, Capital Markets, Private Equity
Education
University of Miami 2010 — 2012
BBA, Finance
Rachel Slosberg Rachel Slosberg's Merrill Lynch Experience June 2006 - August 2006
Job Change Catalyst & Cleveland Enthusiast
Industry Hospital & Health Care
Experience
Cleveland Clinic September 2013 - Present
PNC Capital Advisors June 2013 - September 2013
PNC Capital Advisors November 2010 - June 2013
Benesch Friedlander Coplan & Aronoff August 2009 - January 2010
Enlight Advisors May 2007 - August 2009
Berlin Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
University of Miami - School of Business 2005 — 2009
BBA
Cleveland Clinic September 2013 - Present
PNC Capital Advisors June 2013 - September 2013
PNC Capital Advisors November 2010 - June 2013
Benesch Friedlander Coplan & Aronoff August 2009 - January 2010
Enlight Advisors May 2007 - August 2009
Berlin Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
University of Miami - School of Business 2005 — 2009
BBA
John T. Ermer, Sr.'s Merrill Lynch Experience January 1998 - June 2001
Job Sales Consultant at MercedesBenz of Miami
Industry Automotive
Experience
Mercedes-Benz of Miami April 2015 - Present
J. T. Ermer Fine Art Photography January 2001 - Present
Dergan Jewelry, Inc. 1980 - Present
Real Estate Transactions International (RETI) January 2003 - April 2015
Merrill Lynch January 1998 - June 2001
Skills
Strategic Planning, Management, Real Estate, Photography, Sales, Investments, Estate Planning, Art, Commercial Photography, New Business Development, Insurance, Selling, Sellers, Investment Properties, Portrait Photography, Negotiation, Foreclosures, Health Insurance, Contract Negotiation, Real Estate Economics, Public Speaking, Investors, Small Business, Real Estate Transactions, Mergers & Acquisitions, Property Management, Marketing, Series 7, Residential Homes, Strategic Financial..., Real Estate Development, Financial Services, Leases, REO, Condos, Disposition, Marketing Strategy, Commercial Real Estate, Fixed Annuities, Start-ups, Short Sales, Property, International Real...
Education
University of Miami - School of Business 1978 — 1983
BS Marketing
Mercedes-Benz of Miami April 2015 - Present
J. T. Ermer Fine Art Photography January 2001 - Present
Dergan Jewelry, Inc. 1980 - Present
Real Estate Transactions International (RETI) January 2003 - April 2015
Merrill Lynch January 1998 - June 2001
Skills
Strategic Planning, Management, Real Estate, Photography, Sales, Investments, Estate Planning, Art, Commercial Photography, New Business Development, Insurance, Selling, Sellers, Investment Properties, Portrait Photography, Negotiation, Foreclosures, Health Insurance, Contract Negotiation, Real Estate Economics, Public Speaking, Investors, Small Business, Real Estate Transactions, Mergers & Acquisitions, Property Management, Marketing, Series 7, Residential Homes, Strategic Financial..., Real Estate Development, Financial Services, Leases, REO, Condos, Disposition, Marketing Strategy, Commercial Real Estate, Fixed Annuities, Start-ups, Short Sales, Property, International Real...
Education
University of Miami - School of Business 1978 — 1983
BS Marketing
Greg Giunto's Merrill Lynch Experience February 2012 - June 2013
Job Founder at Love Invincible
Industry Professional Training & Coaching
Experience
Love Invincible April 2014 - Present
RPA Insurance Services July 2013 - Present
Restaurant Programs of America June 2013 - Present
Merrill Lynch February 2012 - June 2013
A&I Financial Services April 2010 - February 2012
AXA Advisors January 2007 - April 2010
Lockton Companies 2005 - 2006
SCI Fidelity Records 2003 - 2005
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, 401k, Insurance, Financial Analysis, Mutual Funds, Alternative Investments, Life Insurance, Financial Modeling, Risk Management, Budgets, Employee Benefits, Strategic Planning, Series 24, Series 66, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Series 63, Marketing, Management, Customer Service, Small Business, Marketing Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Science (B.S.), Mathematics
Cherry Creek High School
Love Invincible April 2014 - Present
RPA Insurance Services July 2013 - Present
Restaurant Programs of America June 2013 - Present
Merrill Lynch February 2012 - June 2013
A&I Financial Services April 2010 - February 2012
AXA Advisors January 2007 - April 2010
Lockton Companies 2005 - 2006
SCI Fidelity Records 2003 - 2005
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, 401k, Insurance, Financial Analysis, Mutual Funds, Alternative Investments, Life Insurance, Financial Modeling, Risk Management, Budgets, Employee Benefits, Strategic Planning, Series 24, Series 66, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Series 63, Marketing, Management, Customer Service, Small Business, Marketing Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Science (B.S.), Mathematics
Cherry Creek High School
Lauren Bernoskie's Merrill Lynch Experience May 2010 - August 2012
Job Federal Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US January 2014 - Present
Merrill Lynch May 2010 - August 2012
Skills
PowerPoint, Customer Service, Finance, Microsoft Excel, Portfolio Management
Education
University of Miami - School of Business 2012 — 2013
Master of Accounting
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.)
KPMG US January 2014 - Present
Merrill Lynch May 2010 - August 2012
Skills
PowerPoint, Customer Service, Finance, Microsoft Excel, Portfolio Management
Education
University of Miami - School of Business 2012 — 2013
Master of Accounting
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Josh Jacobs Josh Jacobs's Merrill Lynch Experience 1996 - 1999
Job VP, Strategic Planning, Anne Arundel Medical Center
Industry Hospital & Health Care
Experience
Anne Arundel Medical Center November 2014 - Present
Kaiser Permanente May 2004 - October 2014
Lehman Brothers 2000 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Business Performance..., Business Planning, Strategic Planning, Change Management, Healthcare, Analytics, Process Improvement, Medicare, Medicare Part D, Hospitals, Healthcare Information..., Managed Care, Strategic Financial..., EMR, Business Process..., Data Analysis, Disease Management, HIPAA, Program Management, Cross-functional Team..., Healthcare Management, Strategy, Leadership, Management Consulting, EHR, Health Policy, Healthcare Consulting, Performance Improvement, Health Insurance, Revenue Cycle, Policy, Epic Systems, Healthcare Industry, Quality Improvement, Team Building, Business Analysis, Informatics, Analysis, PMP
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
Bachelor's degree, Psychology
Anne Arundel Medical Center November 2014 - Present
Kaiser Permanente May 2004 - October 2014
Lehman Brothers 2000 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Business Performance..., Business Planning, Strategic Planning, Change Management, Healthcare, Analytics, Process Improvement, Medicare, Medicare Part D, Hospitals, Healthcare Information..., Managed Care, Strategic Financial..., EMR, Business Process..., Data Analysis, Disease Management, HIPAA, Program Management, Cross-functional Team..., Healthcare Management, Strategy, Leadership, Management Consulting, EHR, Health Policy, Healthcare Consulting, Performance Improvement, Health Insurance, Revenue Cycle, Policy, Epic Systems, Healthcare Industry, Quality Improvement, Team Building, Business Analysis, Informatics, Analysis, PMP
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
Bachelor's degree, Psychology
Sean Heymann Sean Heymann's Merrill Lynch Experience May 2009 - October 2010
Job PIMCO, Portfolio Manager Global Equity Dividend Strategy
Industry Financial Services
Experience
PIMCO August 2014 - Present
Neuberger Berman October 2010 - July 2014
Merrill Lynch May 2009 - October 2010
Education
University of Miami 2005 — 2009
Finance
PIMCO August 2014 - Present
Neuberger Berman October 2010 - July 2014
Merrill Lynch May 2009 - October 2010
Education
University of Miami 2005 — 2009
Finance
Ronald Henri Ronald Henri's Merrill Lynch Experience August 2011 - December 2011
Job Assistant VicePresident at The Real Estate Resource Group
Industry Financial Services
Experience
DLW Enterprise January 2012 - Present
The Real Estate Resource Group January 2012 - Present
Merrill Lynch August 2011 - December 2011
Foundation of the World December 2010 - October 2011
Jackson Memorial Hospital July 2008 - October 2011
University of Miami April 2008 - May 2011
Alpha Phi Alpha Fraternity, Inc April 2010 - March 2011
COPD/Alpha-One Foundation May 2008 - September 2008
Apache Sheet Metal Corp April 2007 - September 2007
Skills
Management, Non-profits, Securities, Nonprofits, Event Planning, Marketing, CRM, Customer Service, Healthcare, Leadership
Education
University of Miami 2007 — 2011
Bachelor of Business Administration, Accounting
DLW Enterprise January 2012 - Present
The Real Estate Resource Group January 2012 - Present
Merrill Lynch August 2011 - December 2011
Foundation of the World December 2010 - October 2011
Jackson Memorial Hospital July 2008 - October 2011
University of Miami April 2008 - May 2011
Alpha Phi Alpha Fraternity, Inc April 2010 - March 2011
COPD/Alpha-One Foundation May 2008 - September 2008
Apache Sheet Metal Corp April 2007 - September 2007
Skills
Management, Non-profits, Securities, Nonprofits, Event Planning, Marketing, CRM, Customer Service, Healthcare, Leadership
Education
University of Miami 2007 — 2011
Bachelor of Business Administration, Accounting
Genevieve Segura Genevieve Segura's Merrill Lynch Experience January 1981 - June 1984
Job Senior Education Policy Analyst at Maryland Higher Education Commission
Industry Higher Education
Experience
Maryland Higher Education Commission January 1998 - Present
University of Maryland University College September 1989 - January 1998
Talent Search September 1989 - August 1990
University of Michigan September 1985 - December 1989
Merrill Lynch January 1981 - June 1984
Skills
Higher Education, Grant Writing, Grant Administration, Policy Analysis, Public Speaking, Public Administration, Public Affairs, Negotiation, Consulting, Bilingual, Faculty Relations, Communication Skills, Stakeholder Engagement, Academia, Academic Writing
Education
University of Maryland, College Park
Doctor of Philosophy (Ph.D.), Higher Education Policy, Planning & Leadership, 4.0
University of Michigan
Bachelor's Degree, Counselor Education/School Counseling and Guidance Services, 3.8
Maryland Higher Education Commission January 1998 - Present
University of Maryland University College September 1989 - January 1998
Talent Search September 1989 - August 1990
University of Michigan September 1985 - December 1989
Merrill Lynch January 1981 - June 1984
Skills
Higher Education, Grant Writing, Grant Administration, Policy Analysis, Public Speaking, Public Administration, Public Affairs, Negotiation, Consulting, Bilingual, Faculty Relations, Communication Skills, Stakeholder Engagement, Academia, Academic Writing
Education
University of Maryland, College Park
Doctor of Philosophy (Ph.D.), Higher Education Policy, Planning & Leadership, 4.0
University of Michigan
Bachelor's Degree, Counselor Education/School Counseling and Guidance Services, 3.8
Henry Malpartida Henry Malpartida's Merrill Lynch Experience 1993 - 1999
Job SVP at UBS
Industry Financial Services
Experience
UBS November 2006 - Present
Citibank February 1999 - November 2006
Merrill Lynch 1993 - 1999
Barclays Bank 1989 - 1993
Skills
Separately Managed..., Series 7, Series 3, Alternative Investments, Wealth Management, Asset Allocation, Equities, FINRA, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Series 63, Wealth Management..., Portfolio Management
Education
University of Miami 1994 — 1997
International Finance and Marketing
UBS November 2006 - Present
Citibank February 1999 - November 2006
Merrill Lynch 1993 - 1999
Barclays Bank 1989 - 1993
Skills
Separately Managed..., Series 7, Series 3, Alternative Investments, Wealth Management, Asset Allocation, Equities, FINRA, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Series 63, Wealth Management..., Portfolio Management
Education
University of Miami 1994 — 1997
International Finance and Marketing
Rowen Negrin Rowen Negrin's Merrill Lynch Experience April 1990 - May 1993
Job Former CEO, President at Gulf Stream Turbines LLC
Industry Utilities
Experience
Gulf Stream Turbines February 2009 - December 2014
Rowen Negrin and Associates June 1993 - October 2007
Merrill Lynch April 1990 - May 1993
Lehman Brothers January 1987 - March 1990
Poppy's Restaurant January 1980 - November 1986
The Chia Pet September 1972 - 1979
Skills
Business Strategy, Climate Change, Corporate Social..., Customer Service, Energy Efficiency, Entrepreneurship, Environmental Awareness, Manufacturing, Marketing, Marketing Strategy, Microsoft Word, Private Equity, Public Speaking, Renewable Energy, Social Media, Start-ups, Strategic Planning, Team Building
Education
University of Miami
BA, Theatre Arts
Gulf Stream Turbines February 2009 - December 2014
Rowen Negrin and Associates June 1993 - October 2007
Merrill Lynch April 1990 - May 1993
Lehman Brothers January 1987 - March 1990
Poppy's Restaurant January 1980 - November 1986
The Chia Pet September 1972 - 1979
Skills
Business Strategy, Climate Change, Corporate Social..., Customer Service, Energy Efficiency, Entrepreneurship, Environmental Awareness, Manufacturing, Marketing, Marketing Strategy, Microsoft Word, Private Equity, Public Speaking, Renewable Energy, Social Media, Start-ups, Strategic Planning, Team Building
Education
University of Miami
BA, Theatre Arts
Ali A. Fayad, CFM, PIA Ali A. Fayad, CFM, PIA's Merrill Lynch Experience March 2000 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2000 - Present
Olde Asset Management January 1999 - March 2000
Skills
Investment Advisory, Asset Managment, Alternative Investments, Investments, Equities, Series 7, Asset Allocation, Wealth Management, Securities, Investment Strategies, Financial Modeling, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Income, Mutual Funds, Credit, Loans, Investment Management, Equity Research, Banking, Asset Management, Capital Markets, Retirement, Bonds, ETFs, Hedge Funds, Financial Services, Financial Advisory, Finance, Financial Planning
Education
University of Michigan 1995 — 1998
Business, Finance
Manor House Descartes 1985 — 1987
High School
Merrill Lynch March 2000 - Present
Olde Asset Management January 1999 - March 2000
Skills
Investment Advisory, Asset Managment, Alternative Investments, Investments, Equities, Series 7, Asset Allocation, Wealth Management, Securities, Investment Strategies, Financial Modeling, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Income, Mutual Funds, Credit, Loans, Investment Management, Equity Research, Banking, Asset Management, Capital Markets, Retirement, Bonds, ETFs, Hedge Funds, Financial Services, Financial Advisory, Finance, Financial Planning
Education
University of Michigan 1995 — 1998
Business, Finance
Manor House Descartes 1985 — 1987
High School
Andy Babat's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Ladder Capital Finance LLC
Industry Financial Services
Experience
Ladder Capital Corp June 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Social Media, Public Speaking, Financial Analysis, Financial Modeling, Research
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Ladder Capital Corp June 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Social Media, Public Speaking, Financial Analysis, Financial Modeling, Research
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Benjamin Fine's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Three Keys Capital Advisors, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Hillel October 2010 - July 2012
Atlantic Development Group, LLC May 2011 - August 2011
Fairview Lake YMCA Camps May 2008 - August 2009
Skills
MS Access, Adobe Photoshop, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Access
Education
Stephen M. Ross School of Business 2010 — 2014
BBA degree, Finance and Accounting
University of Michigan 2010 — 2014
Minor in Economics
westfield high school
Wells Fargo Securities June 2014 - Present
Three Keys Capital Advisors, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Hillel October 2010 - July 2012
Atlantic Development Group, LLC May 2011 - August 2011
Fairview Lake YMCA Camps May 2008 - August 2009
Skills
MS Access, Adobe Photoshop, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Access
Education
Stephen M. Ross School of Business 2010 — 2014
BBA degree, Finance and Accounting
University of Michigan 2010 — 2014
Minor in Economics
westfield high school
Joel Fener Joel Fener's Merrill Lynch Experience December 2004 - November 2007
Job Corporate Counsel at Tata Consultancy Services
Industry Law Practice
Experience
Tata Consultancy Services October 2014 - Present
JPMorgan Chase January 2013 - October 2014
BNY Mellon April 2010 - January 2013
DiscoverReady December 2007 - April 2010
Merrill Lynch December 2004 - November 2007
Ernst & Young LLP May 2004 - December 2004
UBS Financial Services February 2004 - May 2004
Traffix, Inc. March 2002 - February 2004
Skills
Contract Negotiation, Corporate Law, Corporate Governance, Risk Management, Strategic Sourcing, Procurement, Legal Writing, Software Licensing, Business Strategy, Licensing, Due Diligence, Management, Legal Compliance, Intellectual Property, Data Privacy, IT law, IT Outsourcing, Contract Management, Privacy Law, Business Development, Program Management, Cross-functional Team..., Software Procurement, Compliance, Negotiation, Finance, Executive Management, Sourcing, Financial Services, Human Resources, Legal Counsel, Corporate Counsel, Contract Drafting, Technology Contracts, Contract Process, Contracts Review, Mergers & Acquisitions
Education
University of Michigan
BA
University of the Pacific - McGeorge School of Law
JD
Tata Consultancy Services October 2014 - Present
JPMorgan Chase January 2013 - October 2014
BNY Mellon April 2010 - January 2013
DiscoverReady December 2007 - April 2010
Merrill Lynch December 2004 - November 2007
Ernst & Young LLP May 2004 - December 2004
UBS Financial Services February 2004 - May 2004
Traffix, Inc. March 2002 - February 2004
Skills
Contract Negotiation, Corporate Law, Corporate Governance, Risk Management, Strategic Sourcing, Procurement, Legal Writing, Software Licensing, Business Strategy, Licensing, Due Diligence, Management, Legal Compliance, Intellectual Property, Data Privacy, IT law, IT Outsourcing, Contract Management, Privacy Law, Business Development, Program Management, Cross-functional Team..., Software Procurement, Compliance, Negotiation, Finance, Executive Management, Sourcing, Financial Services, Human Resources, Legal Counsel, Corporate Counsel, Contract Drafting, Technology Contracts, Contract Process, Contracts Review, Mergers & Acquisitions
Education
University of Michigan
BA
University of the Pacific - McGeorge School of Law
JD
Brian Gallo Brian Gallo's Merrill Lynch Experience 2005 - 2007
Job Facebook, Twitter, Legalzoom, Palantir, Lyft, AirBnB private shares
Industry Financial Services
Experience
Bgallo LLC 2011 - Present
Wedbush Securities 2010 - 2013
Euro Pacific Capital 2009 - 2011
Merrill Lynch 2005 - 2007
University of Miami 2001 - 2003
Skills
Investments, Equity Trading, Equities, Valuation, Fixed Income, Series 63, Asset Management, Financial Modeling, Investment Strategies, Portfolio Management, Alternative Investments, Bonds, Financial Analysis, Options, Venture Capital, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Trading, Bloomberg Terminal, Bloomberg, Economics, Finance, Hedge Funds, Investment Advisory, Securities, Private Equity, Due Diligence, Commodity, Corporate Finance, Equity Research, Financial Services, Mergers & Acquisitions, Uniform Combined State..., Emerging Markets, Investment Banking, FINRA, Capital Markets, Mutual Funds, Banking
Education
University of Miami 2001 — 2003
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2001 — 2003
MBA, Finance
Bgallo LLC 2011 - Present
Wedbush Securities 2010 - 2013
Euro Pacific Capital 2009 - 2011
Merrill Lynch 2005 - 2007
University of Miami 2001 - 2003
Skills
Investments, Equity Trading, Equities, Valuation, Fixed Income, Series 63, Asset Management, Financial Modeling, Investment Strategies, Portfolio Management, Alternative Investments, Bonds, Financial Analysis, Options, Venture Capital, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Trading, Bloomberg Terminal, Bloomberg, Economics, Finance, Hedge Funds, Investment Advisory, Securities, Private Equity, Due Diligence, Commodity, Corporate Finance, Equity Research, Financial Services, Mergers & Acquisitions, Uniform Combined State..., Emerging Markets, Investment Banking, FINRA, Capital Markets, Mutual Funds, Banking
Education
University of Miami 2001 — 2003
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2001 — 2003
MBA, Finance
Reggie de Villiers Reggie de Villiers's Merrill Lynch Experience July 2007 - Present
Job Head of Latin American Structured Finance at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Melyana Klue Melyana Klue's Merrill Lynch Experience 2006 - 2007
Job Diversified Business Consultant
Industry Program Development
Experience
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
Marianela Roubicek's Merrill Lynch Experience February 2012 - August 2012
Job Workday Consultant at Deloitte
Industry
Experience
Deloitte September 2015 - Present
University of Miami February 2014 - August 2015
University of Miami December 2013 - January 2014
Merrill Lynch February 2012 - August 2012
Warner Music Group January 2011 - July 2011
Skills
Microsoft Excel, Workday, HRIS, Process Improvement, Data Analysis, Microsoft Office, Visio, Six Sigma, Business Process, Spanish, Arena Simulation..., MS Project, PowerPoint, Project Management, Microsoft Word, Industrial Engineering, Minitab, Social Media, Software Documentation, Matlab, Leadership, Microsoft Project
Education
University of Miami 2013 — 2014
Master's Degree, Industrial Engineering
University of Miami 2009 — 2013
Bachelor’s Degree, Industrial Engineering
Deloitte September 2015 - Present
University of Miami February 2014 - August 2015
University of Miami December 2013 - January 2014
Merrill Lynch February 2012 - August 2012
Warner Music Group January 2011 - July 2011
Skills
Microsoft Excel, Workday, HRIS, Process Improvement, Data Analysis, Microsoft Office, Visio, Six Sigma, Business Process, Spanish, Arena Simulation..., MS Project, PowerPoint, Project Management, Microsoft Word, Industrial Engineering, Minitab, Social Media, Software Documentation, Matlab, Leadership, Microsoft Project
Education
University of Miami 2013 — 2014
Master's Degree, Industrial Engineering
University of Miami 2009 — 2013
Bachelor’s Degree, Industrial Engineering
Nathaniel Simon Nathaniel Simon's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Joseph Pandolfo Joseph Pandolfo's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch September 2011 - Present
JPMorgan Chase & Co. December 2009 - August 2011
Newbridge Securities May 2009 - August 2009
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Series 7, Uniform Combined State..., Insurance, Equities, Finance, Securities, Wealth Management, Financial Planning, Valuation, Asset Allocation, Asset Management, Management, Corporate Finance
Education
Florida International University - College of Business 2013 — 2014
Master of Science, Finance
Florida International University - College of Business Administration 2008 — 2009
B.Ba, Finance
University of Miami - School of Business 2001 — 2004
None, Finance
Palm Bay High School 1996 — 1999
Diploma, General Studies
Merrill Lynch September 2011 - Present
JPMorgan Chase & Co. December 2009 - August 2011
Newbridge Securities May 2009 - August 2009
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Series 7, Uniform Combined State..., Insurance, Equities, Finance, Securities, Wealth Management, Financial Planning, Valuation, Asset Allocation, Asset Management, Management, Corporate Finance
Education
Florida International University - College of Business 2013 — 2014
Master of Science, Finance
Florida International University - College of Business Administration 2008 — 2009
B.Ba, Finance
University of Miami - School of Business 2001 — 2004
None, Finance
Palm Bay High School 1996 — 1999
Diploma, General Studies
Lisa Klein Lisa Klein's Merrill Lynch Experience June 2010 - August 2011
Job Merchandise Planner at Intermix
Industry Retail
Experience
INTERMIX August 2015 - Present
Tiffany & Company November 2014 - August 2015
Gilt.com February 2012 - November 2014
Gilt.com August 2011 - February 2012
Merrill Lynch June 2010 - August 2011
Merrill Lynch June 2009 - June 2010
Columbia Management 2008 - 2008
Coach June 2007 - September 2007
Abercrombie & Fitch March 2003 - September 2007
Skills
Merchandise Planning, Trend Analysis, Financial Analysis, Strategy, Forecasting, Critical Thinking, Pricing Analysis, Problem Solving, Microsoft Excel, Inventory Management, Pricing Optimization, PowerPoint, Merchandising, Team Building, Data Mining, Written & Oral..., Competitive Analysis, Retail Sales, E-commerce, Business Process..., Brand Development, Asset Managment, retail math, Analytics, Analysis, Sales, Business Development, Asset Management, Portfolio Management
Education
University of Michigan 2005 — 2009
BBA
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA
INTERMIX August 2015 - Present
Tiffany & Company November 2014 - August 2015
Gilt.com February 2012 - November 2014
Gilt.com August 2011 - February 2012
Merrill Lynch June 2010 - August 2011
Merrill Lynch June 2009 - June 2010
Columbia Management 2008 - 2008
Coach June 2007 - September 2007
Abercrombie & Fitch March 2003 - September 2007
Skills
Merchandise Planning, Trend Analysis, Financial Analysis, Strategy, Forecasting, Critical Thinking, Pricing Analysis, Problem Solving, Microsoft Excel, Inventory Management, Pricing Optimization, PowerPoint, Merchandising, Team Building, Data Mining, Written & Oral..., Competitive Analysis, Retail Sales, E-commerce, Business Process..., Brand Development, Asset Managment, retail math, Analytics, Analysis, Sales, Business Development, Asset Management, Portfolio Management
Education
University of Michigan 2005 — 2009
BBA
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA
Matt Kundla's Merrill Lynch Experience June 2012 - August 2012
Job at
Industry Financial Services
Experience
Lazard Asset Management June 2015 - Present
Century 21 August 2013 - Present
Sandler Capital Management June 2014 - August 2014
Hardin, Kundla, McKeon & Poletto June 2010 - June 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2012 — 2016
Economics
Newark Academy 2008 — 2012
Lazard Asset Management June 2015 - Present
Century 21 August 2013 - Present
Sandler Capital Management June 2014 - August 2014
Hardin, Kundla, McKeon & Poletto June 2010 - June 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2012 — 2016
Economics
Newark Academy 2008 — 2012
Sitaram Nelapatla's Merrill Lynch Experience 1997 - 2000
Job Director at UBS
Industry Financial Services
Experience
UBS January 2004 - Present
GM Asset Management 2000 - 2003
Merrill Lynch 1997 - 2000
Skills
Web Application..., Agile Methodologies, Client-server..., ASP.NET MVC, C#, WCF, SOA, Requirements Analysis, Visual Basic, jQuery, SDLC, Unix, JavaScript, SSRS, Crystal Reports, SQL, Oracle, SharePoint Designer, Software Project..., Data Analysis, Financial Analysis, Value Investing, Financial Accounting, IT Management, HR Management, Operations Management, Management Accounting, Supply Chain Management, Marketing Management, Analysis, Financial Services, Finance, Change Management, Team Leadership
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
REC WARANGAL, AP, INDIA
Masters degree
UBS January 2004 - Present
GM Asset Management 2000 - 2003
Merrill Lynch 1997 - 2000
Skills
Web Application..., Agile Methodologies, Client-server..., ASP.NET MVC, C#, WCF, SOA, Requirements Analysis, Visual Basic, jQuery, SDLC, Unix, JavaScript, SSRS, Crystal Reports, SQL, Oracle, SharePoint Designer, Software Project..., Data Analysis, Financial Analysis, Value Investing, Financial Accounting, IT Management, HR Management, Operations Management, Management Accounting, Supply Chain Management, Marketing Management, Analysis, Financial Services, Finance, Change Management, Team Leadership
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
REC WARANGAL, AP, INDIA
Masters degree
Jared Stone's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
RBC Wealth Management December 2014 - March 2015
KCSA Strategic Communications July 2013 - October 2014
T3 Trading Group, LLC December 2012 - July 2013
Nancy and David Fine Jewels October 2011 - July 2013
Empire Asset Management Company December 2010 - October 2011
Lindsay Goldberg June 2009 - August 2009
Skills
Bloomberg Terminal, Series 63, Series 7, Microsoft Office, Leadership, Broker-Dealer, Equity Research, Private Equity, Hedge Funds, Bloomberg, Equity Valuation, Microsoft Excel, Securities, Alternative Investments, Equity Trading, Capital Markets, Trading, Investor Relations
Education
University of Miami - School of Business
Bachelors of Business Administration, International Finance and Marketing
Merrill Lynch March 2015 - Present
RBC Wealth Management December 2014 - March 2015
KCSA Strategic Communications July 2013 - October 2014
T3 Trading Group, LLC December 2012 - July 2013
Nancy and David Fine Jewels October 2011 - July 2013
Empire Asset Management Company December 2010 - October 2011
Lindsay Goldberg June 2009 - August 2009
Skills
Bloomberg Terminal, Series 63, Series 7, Microsoft Office, Leadership, Broker-Dealer, Equity Research, Private Equity, Hedge Funds, Bloomberg, Equity Valuation, Microsoft Excel, Securities, Alternative Investments, Equity Trading, Capital Markets, Trading, Investor Relations
Education
University of Miami - School of Business
Bachelors of Business Administration, International Finance and Marketing
Tara Queler's Merrill Lynch Experience June 2010 - August 2010
Job Morgan Stanley Private Wealth Management, MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management January 2012 - Present
Societe Generale June 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Nordstrom June 2009 - August 2009
Skills
Series 7, Series 66, Series 31, Wealth Management, Trading, Finance, Client Services, Hedge Funds, 401k Rollovers, Fund Of Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Miami 2007 — 2011
BBA, Finance, Accounting, Marketing
University of Sydney 2010 — 2010
Study Abroad
Morgan Stanley Private Wealth Management January 2012 - Present
Societe Generale June 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Nordstrom June 2009 - August 2009
Skills
Series 7, Series 66, Series 31, Wealth Management, Trading, Finance, Client Services, Hedge Funds, 401k Rollovers, Fund Of Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Miami 2007 — 2011
BBA, Finance, Accounting, Marketing
University of Sydney 2010 — 2010
Study Abroad
Jason Jacobs Jason Jacobs's Merrill Lynch Experience June 2010 - August 2010
Job Product Manager at Harry's, CoFounder of Brooklyn Tech Meetup
Industry Program Development
Experience
Harry's Grooming September 2015 - Present
Brooklyn Tech Meetup July 2012 - Present
MarcoPolo Learning December 2013 - August 2015
Zakarian Restaurant Group September 2011 - December 2012
Find Car Love January 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Social Media, Entrepreneurship, Start-ups, Ruby, Ruby on Rails, Digital Marketing, CSS, Javascript, HTML, Web Development, Object Oriented Design, Git, Product Management, Online Marketing, Marketing, Strategic Planning, Marketing Strategy, Marketing Communications, Social Networking, Public Relations, Social Media Marketing, Online Advertising, Digital Media, E-commerce, Business Strategy
Education
University of Miami
BSBA, Finance and Economics
Harry's Grooming September 2015 - Present
Brooklyn Tech Meetup July 2012 - Present
MarcoPolo Learning December 2013 - August 2015
Zakarian Restaurant Group September 2011 - December 2012
Find Car Love January 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Social Media, Entrepreneurship, Start-ups, Ruby, Ruby on Rails, Digital Marketing, CSS, Javascript, HTML, Web Development, Object Oriented Design, Git, Product Management, Online Marketing, Marketing, Strategic Planning, Marketing Strategy, Marketing Communications, Social Networking, Public Relations, Social Media Marketing, Online Advertising, Digital Media, E-commerce, Business Strategy
Education
University of Miami
BSBA, Finance and Economics
Elisa Luque Elisa Luque's Merrill Lynch Experience October 2013 - April 2014
Job Vice President, Trust and Estate Advisor at Comerica Bank
Industry Financial Services
Experience
Comerica Bank June 2014 - Present
Merrill Lynch October 2013 - April 2014
Bank of New York Mellon April 1985 - September 2010
Skills
Portfolio Management, Mutual Funds, Fixed Income, Banking, Equities, Investments, Asset Management, Wealth Management, Financial Services, Securities, Bloomberg, Bonds, Finance, Customer Service
Education
University of Miami 1982 — 1985
Bachelor Business Administration, Marketing
Comerica Bank June 2014 - Present
Merrill Lynch October 2013 - April 2014
Bank of New York Mellon April 1985 - September 2010
Skills
Portfolio Management, Mutual Funds, Fixed Income, Banking, Equities, Investments, Asset Management, Wealth Management, Financial Services, Securities, Bloomberg, Bonds, Finance, Customer Service
Education
University of Miami 1982 — 1985
Bachelor Business Administration, Marketing
Katie Sickling Katie Sickling's Merrill Lynch Experience July 2011 - April 2014
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2014 - Present
Merrill Lynch July 2011 - April 2014
Kissane Viola February 2011 - July 2011
Aspen Skiing Company January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UBS July 2010 - August 2010
WTDC January 2010 - May 2010
Uloop with UDOC December 2009 - May 2010
Shellbird Inc May 2009 - August 2009
Skills
Marketing, Social Media, Microsoft Office, Event Planning, Training, Advertising, Valuation, Social Media Marketing, InDesign, Event Management, Social Networking, Finance, PowerPoint, Microsoft Excel, Management, Recruiting
Education
University of Miami 2007 — 2010
Bachelor of Science, International Finance and Marketing
Goldman Sachs April 2014 - Present
Merrill Lynch July 2011 - April 2014
Kissane Viola February 2011 - July 2011
Aspen Skiing Company January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UBS July 2010 - August 2010
WTDC January 2010 - May 2010
Uloop with UDOC December 2009 - May 2010
Shellbird Inc May 2009 - August 2009
Skills
Marketing, Social Media, Microsoft Office, Event Planning, Training, Advertising, Valuation, Social Media Marketing, InDesign, Event Management, Social Networking, Finance, PowerPoint, Microsoft Excel, Management, Recruiting
Education
University of Miami 2007 — 2010
Bachelor of Science, International Finance and Marketing
Mario Baro Mario Baro's Merrill Lynch Experience November 1989 - September 2014
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch November 1989 - September 2014
Skills
Investments, Series 7, Finance, Series 63
Education
University of Miami 1985 — 1989
Bachelor's degree, Business Administration and Management
Christopher Columbus
Wells Fargo Advisors September 2014 - Present
Merrill Lynch November 1989 - September 2014
Skills
Investments, Series 7, Finance, Series 63
Education
University of Miami 1985 — 1989
Bachelor's degree, Business Administration and Management
Christopher Columbus
Justin Heller's Merrill Lynch Experience June 2011 - August 2013
Job MBA Candidate at University of Miami Focusing on Finance
Industry Financial Services
Experience
Hollywood Institute of Beauty Careers June 2014 - Present
WE Family Offices June 2015 - August 2015
HK Academy L.L.C. April 2014 - August 2015
Russell Life Skills and Reading Foundation June 2010 - June 2014
University of Miami Men's Basketball August 2010 - May 2014
Merrill Lynch June 2011 - August 2013
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Time Management, Insurance, Team Leadership, Public Speaking, Public Relations, Marketing Strategy, Client Presentation, Event Planning, Event Management
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Hollywood Institute of Beauty Careers June 2014 - Present
WE Family Offices June 2015 - August 2015
HK Academy L.L.C. April 2014 - August 2015
Russell Life Skills and Reading Foundation June 2010 - June 2014
University of Miami Men's Basketball August 2010 - May 2014
Merrill Lynch June 2011 - August 2013
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Time Management, Insurance, Team Leadership, Public Speaking, Public Relations, Marketing Strategy, Client Presentation, Event Planning, Event Management
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Michael Wallman Michael Wallman's Merrill Lynch Experience 1995 - 1997
Job Financial Planner with 15+ years of experience
Industry Financial Services
Experience
Wallman Financial February 2001 - Present
Canseco Financial Group 1999 - 2002
Morgan Stanley 1997 - 1999
Merrill Lynch 1995 - 1997
Macy's 1988 - 1995
Skills
Financial Planning, Retirement Planning, Estate Planning, Long Term Care Insurance, Life Insurance, UNI-K, Solo 401(k)
Education
University of Miami 1982 — 1986
BS, Management
Wallman Financial February 2001 - Present
Canseco Financial Group 1999 - 2002
Morgan Stanley 1997 - 1999
Merrill Lynch 1995 - 1997
Macy's 1988 - 1995
Skills
Financial Planning, Retirement Planning, Estate Planning, Long Term Care Insurance, Life Insurance, UNI-K, Solo 401(k)
Education
University of Miami 1982 — 1986
BS, Management
Allison Gold Allison Gold's Merrill Lynch Experience August 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch February 2013 - Present
Target September 2012 - January 2013
Pittsfield Charter Township January 2012 - May 2012
University of Michigan March 2010 - April 2012
City of Birmingham Community Development July 2010 - August 2010
Professional Engineering Associates June 2009 - August 2009
West Bloomfield School District August 2006 - July 2008
West Bloomfield Public Library August 2004 - January 2007
Skills
Community Outreach, Sustainability, Microsoft Access, Event Planning, Microsoft Office, Project Planning, Process Improvement, Client Relationships, Public Speaking, Data Management, Community Development, Urban Planning, ArcGIS, GIS, SPSS, Program Management
Education
University of Michigan 2008 — 2012
Bachelor of Science, Environmental Science, Urban Planning
West Bloomfield High School 2004 — 2008
High School Diploma
Merrill Lynch August 2015 - Present
Merrill Lynch February 2013 - Present
Target September 2012 - January 2013
Pittsfield Charter Township January 2012 - May 2012
University of Michigan March 2010 - April 2012
City of Birmingham Community Development July 2010 - August 2010
Professional Engineering Associates June 2009 - August 2009
West Bloomfield School District August 2006 - July 2008
West Bloomfield Public Library August 2004 - January 2007
Skills
Community Outreach, Sustainability, Microsoft Access, Event Planning, Microsoft Office, Project Planning, Process Improvement, Client Relationships, Public Speaking, Data Management, Community Development, Urban Planning, ArcGIS, GIS, SPSS, Program Management
Education
University of Michigan 2008 — 2012
Bachelor of Science, Environmental Science, Urban Planning
West Bloomfield High School 2004 — 2008
High School Diploma
Elizannette Blanco Elizannette Blanco's Merrill Lynch Experience May 2014 - Present
Job Wealth Management Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Lennar July 2013 - May 2014
Beached Miami 2009 - 2012
University of Miami 2008 - 2012
Skills
Adobe Photoshop,..., Fluent in English and..., Adobe Creative Suite, Microsoft Office, Drawing, Painting, Sculpture, Welding, Detailed Organization, Outstanding..., Illustrator, Photography, Illustration, Advertising, Blogging, Creative Writing, Customer Service, Event Planning, InDesign, Film, Digital Media, Social Networking, Social Media Marketing, Social Media, Marketing
Education
University of Miami 2005 — 2012
Bachelors of Arts & Science, Art/Graphic Design, Advertising
Merrill Lynch May 2014 - Present
Lennar July 2013 - May 2014
Beached Miami 2009 - 2012
University of Miami 2008 - 2012
Skills
Adobe Photoshop,..., Fluent in English and..., Adobe Creative Suite, Microsoft Office, Drawing, Painting, Sculpture, Welding, Detailed Organization, Outstanding..., Illustrator, Photography, Illustration, Advertising, Blogging, Creative Writing, Customer Service, Event Planning, InDesign, Film, Digital Media, Social Networking, Social Media Marketing, Social Media, Marketing
Education
University of Miami 2005 — 2012
Bachelors of Arts & Science, Art/Graphic Design, Advertising
Benjamin Mitzner Benjamin Mitzner's Merrill Lynch Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management 2010 - 2014
Merrill Lynch 2006 - 2009
PNC 2005 - 2006
Skills
Microsoft Office, Customer Retention, Client Relations Skills, Sales, Microsoft Excel, PowerPoint, Customer Service, Customer Satisfaction, Marketing, Sales Presentations, Marketing Strategy, Finance, Financial Services, Analytics, Project Management, Client Services, Team Leadership
Education
Middlesex County College
Business Administration and Management, General
University of Miami
Business Administration and Management, General
The Chubb Institiute
Diploma, Computer Technology/Computer Systems Technology
RBC Wealth Management 2010 - 2014
Merrill Lynch 2006 - 2009
PNC 2005 - 2006
Skills
Microsoft Office, Customer Retention, Client Relations Skills, Sales, Microsoft Excel, PowerPoint, Customer Service, Customer Satisfaction, Marketing, Sales Presentations, Marketing Strategy, Finance, Financial Services, Analytics, Project Management, Client Services, Team Leadership
Education
Middlesex County College
Business Administration and Management, General
University of Miami
Business Administration and Management, General
The Chubb Institiute
Diploma, Computer Technology/Computer Systems Technology
Kyle Grimes's Merrill Lynch Experience June 2015 - Present
Job PMD TFA Trainee
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Diane Turton, Realtors March 2014 - Present
OMD USA April 2014 - June 2015
Y-Jet, Inc. August 2013 - March 2014
Skills
Marketing, Social Media, PowerPoint, Microsoft Word, Social Media Marketing, Public Speaking, Research, Facebook, Public Relations, Social Networking, Leadership, Customer Service, Fitness, SEO, Networking, Advertising, Digital Media, Microsoft Office
Education
University of Miami 2009 — 2013
Bachelor of Science (B.S.) in Education, Exercise Physiology
Christian Brothers Academy 2005 — 2009
High School
Merrill Lynch June 2015 - Present
Diane Turton, Realtors March 2014 - Present
OMD USA April 2014 - June 2015
Y-Jet, Inc. August 2013 - March 2014
Skills
Marketing, Social Media, PowerPoint, Microsoft Word, Social Media Marketing, Public Speaking, Research, Facebook, Public Relations, Social Networking, Leadership, Customer Service, Fitness, SEO, Networking, Advertising, Digital Media, Microsoft Office
Education
University of Miami 2009 — 2013
Bachelor of Science (B.S.) in Education, Exercise Physiology
Christian Brothers Academy 2005 — 2009
High School
Javier Formoso Javier Formoso's Merrill Lynch Experience June 2008 - August 2008
Job Client Management at Income Securities Advisors
Industry Financial Services
Experience
Corpiva.com May 2012 - Present
Income Securities Advisors September 2009 - Present
Miami Downtown Development Authority July 2009 - September 2009
BTI Developers February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Banking, Project Management, Risk Management, Strategic Planning, Investments, Business Analysis, Financial Modeling, Business Strategy, Change Management, Portfolio Management, Accounting, Process Improvement, Strategic Financial..., SQL, Cross-functional Team..., Data Analysis, Bloomberg
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance / Management
University of Miami - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), International Finance and Marketing
Corpiva.com May 2012 - Present
Income Securities Advisors September 2009 - Present
Miami Downtown Development Authority July 2009 - September 2009
BTI Developers February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Banking, Project Management, Risk Management, Strategic Planning, Investments, Business Analysis, Financial Modeling, Business Strategy, Change Management, Portfolio Management, Accounting, Process Improvement, Strategic Financial..., SQL, Cross-functional Team..., Data Analysis, Bloomberg
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance / Management
University of Miami - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), International Finance and Marketing
Michael Crow Michael Crow's Merrill Lynch Experience June 2009 - August 2009
Job Director of Operations at Pearl Technology Holdings
Industry Information Technology and Services
Experience
Pearl Technology Holdings March 2015 - Present
Pearl Technology Holdings October 2014 - March 2015
Redbumper August 2012 - October 2014
Associa June 2011 - August 2011
Beasley Broadcast Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
University of Miami - School of Business 2008 — 2012
Highland Park High School 2004 — 2008
Pearl Technology Holdings March 2015 - Present
Pearl Technology Holdings October 2014 - March 2015
Redbumper August 2012 - October 2014
Associa June 2011 - August 2011
Beasley Broadcast Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
University of Miami - School of Business 2008 — 2012
Highland Park High School 2004 — 2008
Tess Abraham Tess Abraham's Merrill Lynch Experience May 2013 - April 2015
Job Distributor Strategy Analyst, Beam Suntory
Industry Food & Beverages
Experience
Beam Suntory May 2015 - Present
Merrill Lynch May 2013 - April 2015
Mission Management May 2013 - August 2013
Merrill Lynch September 2011 - July 2013
Ann Arbor Education Foundation May 2011 - September 2011
A2LP September 2010 - December 2010
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Access, Microsoft Word, Economics, Leadership
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Beam Suntory May 2015 - Present
Merrill Lynch May 2013 - April 2015
Mission Management May 2013 - August 2013
Merrill Lynch September 2011 - July 2013
Ann Arbor Education Foundation May 2011 - September 2011
A2LP September 2010 - December 2010
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Access, Microsoft Word, Economics, Leadership
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Joseph Molloy Joseph Molloy's Merrill Lynch Experience July 1993 - February 2002
Job Director | Molloy Pardo Group | Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley February 2002 - February 2009
Merrill Lynch July 1993 - February 2002
Education
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley February 2002 - February 2009
Merrill Lynch July 1993 - February 2002
Education
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), Economics
Hunter Gustman's Merrill Lynch Experience June 2010 - May 2012
Job Associate at Lincolnshire Management
Industry Venture Capital & Private Equity
Experience
Lincolnshire Management May 2014 - Present
Lincolnshire Management May 2012 - May 2014
Merrill Lynch June 2010 - May 2012
TJM Proprietary Trading May 2009 - August 2009
Illinois Governmental Joint Venture May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Credit Risk, Risk Management, Financial Risk, Derivatives, Credit, Economics, Data Analysis, Microsoft Excel, Asset-backed..., Structured Finance, Portfolio Management, Equities, Bloomberg, Private Equity
Education
University of Michigan 2006 — 2010
BA, Economics, Statistics
John Cabot University 2008 — 2008
Art History
Lincolnshire Management May 2014 - Present
Lincolnshire Management May 2012 - May 2014
Merrill Lynch June 2010 - May 2012
TJM Proprietary Trading May 2009 - August 2009
Illinois Governmental Joint Venture May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Credit Risk, Risk Management, Financial Risk, Derivatives, Credit, Economics, Data Analysis, Microsoft Excel, Asset-backed..., Structured Finance, Portfolio Management, Equities, Bloomberg, Private Equity
Education
University of Michigan 2006 — 2010
BA, Economics, Statistics
John Cabot University 2008 — 2008
Art History
Krista Fontana's Merrill Lynch Experience January 2011 - May 2011
Job Executive Assistant at The Randolph Foundation
Industry Accounting
Experience
The Randolph Foundation January 2015 - Present
Medical Dynamics April 2014 - January 2015
Pfizer October 2013 - April 2014
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Recruiting, Management, Outlook, Job Diva
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Management
The Randolph Foundation January 2015 - Present
Medical Dynamics April 2014 - January 2015
Pfizer October 2013 - April 2014
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Recruiting, Management, Outlook, Job Diva
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Management
Sandy Jukel Sandy Jukel's Merrill Lynch Experience April 1988 - March 1991
Job Senior Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management LLC April 2008 - Present
Prudential Securities/ Wachovia Securities March 1991 - March 2008
Merrill Lynch April 1988 - March 1991
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Securities, Wealth Management
Education
University of Miami 1977 — 1979
BBA, Business
Morgan Stanley Wealth Management LLC April 2008 - Present
Prudential Securities/ Wachovia Securities March 1991 - March 2008
Merrill Lynch April 1988 - March 1991
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Securities, Wealth Management
Education
University of Miami 1977 — 1979
BBA, Business
Tim North's Merrill Lynch Experience May 2008 - August 2008
Job Enterprise Account Executive at Oracle
Industry Information Technology and Services
Experience
Oracle August 2015 - Present
Box August 2014 - August 2015
IBM August 2011 - July 2014
Atmospheir January 2012 - January 2014
IBM August 2010 - August 2011
IBM August 2010 - January 2011
University of Michigan June 2005 - January 2010
UBS May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Team Leadership, Negotiation, Strategic Partnerships, Cloud Computing, SaaS, Selling, Client Acquisition, Enterprise Content..., Business Analytics, IT Strategy, SEO, Non-profits, Brand Management, Customer Acquisition, Start-ups, Management, Leadership, Enterprise Software, Analytics, Marketing, Sales Operations, Social Networking, Program Management, Leadership Development..., Nonprofits, Strategy, CRM, Salesforce.com, Sales
Education
University of Michigan - Rackham Graduate School 2009 — 2010
Master's Degree, Management
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
University of Michigan 2005 — 2009
Bachelor of Arts, Sociology
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Oracle August 2015 - Present
Box August 2014 - August 2015
IBM August 2011 - July 2014
Atmospheir January 2012 - January 2014
IBM August 2010 - August 2011
IBM August 2010 - January 2011
University of Michigan June 2005 - January 2010
UBS May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Team Leadership, Negotiation, Strategic Partnerships, Cloud Computing, SaaS, Selling, Client Acquisition, Enterprise Content..., Business Analytics, IT Strategy, SEO, Non-profits, Brand Management, Customer Acquisition, Start-ups, Management, Leadership, Enterprise Software, Analytics, Marketing, Sales Operations, Social Networking, Program Management, Leadership Development..., Nonprofits, Strategy, CRM, Salesforce.com, Sales
Education
University of Michigan - Rackham Graduate School 2009 — 2010
Master's Degree, Management
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
University of Michigan 2005 — 2009
Bachelor of Arts, Sociology
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Pete Riveiro Pete Riveiro's Merrill Lynch Experience January 1990 - November 1993
Job Broker Associate at Island Equity Real Estate
Industry Restaurants
Experience
Fortune International Realty January 1992 - Present
Fortune International Realty 2014 - 2014
Eco Eats October 2007 - May 2012
Merrill Lynch January 1990 - November 1993
Skills
REO, Real Estate, Short Sales, Investment Properties, Foreclosures, Single Family Homes, Investors, Sellers, Real Estate Investment, Condos, Listings, Residential, Luxury, Negotiation, First Time Home Buyers, Relocation, Buyer Representation, Home, Land, New Home Sales, Investments, Realty, Real Estate Transactions, Selling, Purchase, Buying, Relocations, Brokerage, Residential Homes, HUD, Refinance, e-PRO, Waterfront, Real Estate Development, SFR, Referrals, Real Property, Townhomes
Education
University of Miami - School of Business 1984 — 1988
Bachelor, Business and Finance
Riverside Military Academy 1982 — 1984
Classical Diploma, Business and Finance
Fortune International Realty January 1992 - Present
Fortune International Realty 2014 - 2014
Eco Eats October 2007 - May 2012
Merrill Lynch January 1990 - November 1993
Skills
REO, Real Estate, Short Sales, Investment Properties, Foreclosures, Single Family Homes, Investors, Sellers, Real Estate Investment, Condos, Listings, Residential, Luxury, Negotiation, First Time Home Buyers, Relocation, Buyer Representation, Home, Land, New Home Sales, Investments, Realty, Real Estate Transactions, Selling, Purchase, Buying, Relocations, Brokerage, Residential Homes, HUD, Refinance, e-PRO, Waterfront, Real Estate Development, SFR, Referrals, Real Property, Townhomes
Education
University of Miami - School of Business 1984 — 1988
Bachelor, Business and Finance
Riverside Military Academy 1982 — 1984
Classical Diploma, Business and Finance
Derek W. Johnson, CFA Derek W. Johnson, CFA's Merrill Lynch Experience April 2012 - April 2014
Job Portfolio Manager Seeking Opportunity
Industry Financial Services
Experience
Coconut Grove Bank April 2014 - January 2015
Merrill Lynch April 2012 - April 2014
Comerica 2007 - April 2012
SunTrust 1998 - 2007
Skills
Portfolios, Stocks, Fixed Income, Business Relationship...
Education
University of Miami - School of Business 1997 — 1999
MBA, Financial Planning
Coconut Grove Bank April 2014 - January 2015
Merrill Lynch April 2012 - April 2014
Comerica 2007 - April 2012
SunTrust 1998 - 2007
Skills
Portfolios, Stocks, Fixed Income, Business Relationship...
Education
University of Miami - School of Business 1997 — 1999
MBA, Financial Planning
Clara de Lima's Merrill Lynch Experience May 2012 - August 2012
Job
Industry
Experience
Merrill Lynch May 2012 - August 2012
Skills
HTML, Microsoft Excel, CSS, Microsoft Powerpoint, Access, Salesforce.com
Education
University of Virginia 2011 — 2014
Bachelor's Degree, Foreign Affairs and Commerce
University of Melbourne 2013 — 2013
Business/Commerce, General
Merrill Lynch May 2012 - August 2012
Skills
HTML, Microsoft Excel, CSS, Microsoft Powerpoint, Access, Salesforce.com
Education
University of Virginia 2011 — 2014
Bachelor's Degree, Foreign Affairs and Commerce
University of Melbourne 2013 — 2013
Business/Commerce, General
Keith Krueger Keith Krueger's Merrill Lynch Experience September 1981 - April 1989
Job
Industry Investment Banking
Experience
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
Susie Kaplan Susie Kaplan's Merrill Lynch Experience July 1987 - September 1998
Job Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Waltham Athletic club April 2014 - Present
Beacon Hill Athletic Club- Newton September 2012 - Present
Newton Wellesley Hospital July 2008 - Present
Beacon Hill Athletic Club-Wellesley July 2008 - September 2013
Merrill Lynch July 1987 - September 1998
Skills
Wellness, Social Media, Fitness Training, Fitness Instruction, Customer Service, Public Speaking, New Business Development, Marketing, Strategic Planning, Fundraising, Teaching
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Waltham Athletic club April 2014 - Present
Beacon Hill Athletic Club- Newton September 2012 - Present
Newton Wellesley Hospital July 2008 - Present
Beacon Hill Athletic Club-Wellesley July 2008 - September 2013
Merrill Lynch July 1987 - September 1998
Skills
Wellness, Social Media, Fitness Training, Fitness Instruction, Customer Service, Public Speaking, New Business Development, Marketing, Strategic Planning, Fundraising, Teaching
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Lena Lumelsky Lena Lumelsky's Merrill Lynch Experience September 1999 - March 2001
Job Owner at Woland Technology, LLC.
Industry Computer Software
Experience
Woland Technology, LLC October 2005 - Present
Merrill Lynch September 1999 - March 2001
Deutsche Bank 1996 - 2000
Goldman Sachs January 1996 - October 1996
Comshare 1992 - 1996
Skills
Management Consulting, Web Development, SEO, E-commerce, Project Management, Web Design, Leadership, Business Analysis, Social Media Marketing, Integration, CRM, Website Development, Social Media, Email Marketing, Management, Customer Service, Sales, Marketing, PPC, Blogging
Education
University of Michigan 1990 — 1996
BS, MS, Computer Science
Woland Technology, LLC October 2005 - Present
Merrill Lynch September 1999 - March 2001
Deutsche Bank 1996 - 2000
Goldman Sachs January 1996 - October 1996
Comshare 1992 - 1996
Skills
Management Consulting, Web Development, SEO, E-commerce, Project Management, Web Design, Leadership, Business Analysis, Social Media Marketing, Integration, CRM, Website Development, Social Media, Email Marketing, Management, Customer Service, Sales, Marketing, PPC, Blogging
Education
University of Michigan 1990 — 1996
BS, MS, Computer Science
Andres Estrella, CPA's Merrill Lynch Experience January 2010 - May 2010
Job J.D. Candidate University of Miami School of Law 2018
Industry Accounting
Experience
Morrison, Brown, Argiz & Farra, LLC March 2014 - May 2015
PwC January 2013 - July 2013
Pudong Institute for the U.S. Economy June 2011 - July 2011
Evnica Inc 2010 - 2011
Merrill Lynch January 2010 - May 2010
Aerospace Engineering Group, Inc. 2007 - 2007
Skills
Currently above 150..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Research, Social Media, Critical Thinking, Spanish, Financial Accounting, QuickBooks, Auditing, Data Entry, Financial Reporting, Tax
Education
University of Miami School of Law 2015 — 2018
Doctor of Law (J.D.), Tax Law/Taxation
Villanova University 2012 — 2012
Master of Accountancy
Villanova University 2008 — 2012
Bachelor of Science (BS), Accounting
Ransom Everglades High School
Morrison, Brown, Argiz & Farra, LLC March 2014 - May 2015
PwC January 2013 - July 2013
Pudong Institute for the U.S. Economy June 2011 - July 2011
Evnica Inc 2010 - 2011
Merrill Lynch January 2010 - May 2010
Aerospace Engineering Group, Inc. 2007 - 2007
Skills
Currently above 150..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Research, Social Media, Critical Thinking, Spanish, Financial Accounting, QuickBooks, Auditing, Data Entry, Financial Reporting, Tax
Education
University of Miami School of Law 2015 — 2018
Doctor of Law (J.D.), Tax Law/Taxation
Villanova University 2012 — 2012
Master of Accountancy
Villanova University 2008 — 2012
Bachelor of Science (BS), Accounting
Ransom Everglades High School
Philip Burke Philip Burke's Merrill Lynch Experience 2010 - 2012
Job Account Executive at Senior Advantages and Senior Nannies
Industry Hospital & Health Care
Experience
Senior Nannies March 2014 - Present
PersonalGofer August 2012 - February 2014
Merrill Lynch 2010 - 2012
Mindo Futures May 2008 - July 2008
Skills
•Proficient in..., Finance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Research, Data Analysis, Customer Service, Financial Modeling, Market Research, Financial Reporting, Strategic Planning, Teamwork, Marketing, Investments, Spanish, CRM, Social Media, Microsoft Word
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.), Economics and Finance
Senior Nannies March 2014 - Present
PersonalGofer August 2012 - February 2014
Merrill Lynch 2010 - 2012
Mindo Futures May 2008 - July 2008
Skills
•Proficient in..., Finance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Research, Data Analysis, Customer Service, Financial Modeling, Market Research, Financial Reporting, Strategic Planning, Teamwork, Marketing, Investments, Spanish, CRM, Social Media, Microsoft Word
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.), Economics and Finance
Claus Schnau Claus Schnau's Merrill Lynch Experience April 2000 - December 2001
Job Regional Vice President The Americas at DASI (Diversified Aero Services, Inc.)
Industry Aviation & Aerospace
Experience
DASI (Diversified Aero Services Inc.) May 2003 - Present
Merrill Lynch April 2000 - December 2001
Paine Webber January 1999 - April 2000
DASI (Diversified Aero Services Inc.) November 1996 - December 1998
CID Investment & Trading, Inc. November 1988 - November 1997
Skills
Contract Negotiation, Purchasing, Customer Relations, Negotiation, Budgeting, Contract Management, Procurement, Account Management, New Business Development, Sales Management, Pricing, Vendor Relations, Team Building, Strategic Sourcing, Supervisory Skills, Planning, Strategic Planning, Project Planning, Budgets, Management, Logistics, CRM, Aircraft, Strategy, Business Development, Operations Management, Supply Chain Management, Customer Service, Airlines, Aerospace, Marketing, Sales, Aviation, Aeronautics, Aircraft Maintenance, Supply Chain, Airworthiness, International Sales, Commercial Aviation, Business Aviation, Civil Aviation, Avionics, Airports
Education
University of Miami 1988 — 1995
International Finance and Marketing
DASI (Diversified Aero Services Inc.) May 2003 - Present
Merrill Lynch April 2000 - December 2001
Paine Webber January 1999 - April 2000
DASI (Diversified Aero Services Inc.) November 1996 - December 1998
CID Investment & Trading, Inc. November 1988 - November 1997
Skills
Contract Negotiation, Purchasing, Customer Relations, Negotiation, Budgeting, Contract Management, Procurement, Account Management, New Business Development, Sales Management, Pricing, Vendor Relations, Team Building, Strategic Sourcing, Supervisory Skills, Planning, Strategic Planning, Project Planning, Budgets, Management, Logistics, CRM, Aircraft, Strategy, Business Development, Operations Management, Supply Chain Management, Customer Service, Airlines, Aerospace, Marketing, Sales, Aviation, Aeronautics, Aircraft Maintenance, Supply Chain, Airworthiness, International Sales, Commercial Aviation, Business Aviation, Civil Aviation, Avionics, Airports
Education
University of Miami 1988 — 1995
International Finance and Marketing
Jeffrey Albeck Jeffrey Albeck's Merrill Lynch Experience May 2012 - July 2012
Job Chief Financial Officer at Mile Marker
Industry Financial Services
Experience
Mile Marker January 2015 - Present
HHH Management June 2013 - December 2014
University of Miami August 2011 - May 2013
Merrill Lynch May 2012 - July 2012
Gary Smith Properties May 2011 - July 2011
Skills
Licensed Real Estate..., Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Higher Education, Microsoft Office, Analysis, Public Speaking, Leadership, Marketing, Research, Customer Service
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Science of Business Administration, Finance and Entrepreneurship
Boca High
Boca High
Pine Crest
Mile Marker January 2015 - Present
HHH Management June 2013 - December 2014
University of Miami August 2011 - May 2013
Merrill Lynch May 2012 - July 2012
Gary Smith Properties May 2011 - July 2011
Skills
Licensed Real Estate..., Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Higher Education, Microsoft Office, Analysis, Public Speaking, Leadership, Marketing, Research, Customer Service
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Science of Business Administration, Finance and Entrepreneurship
Boca High
Boca High
Pine Crest
Opender Singh, CFA's Merrill Lynch Experience 2000 - 2006
Job Contractor at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank February 2012 - Present
Societe Generale Corporate & Investment Banking November 2010 - February 2012
Credit Suisse April 2009 - January 2011
BlackRock October 2006 - 2009
Merrill Lynch 2000 - 2006
Skills
Fixed Income, SDLC, Business Analysis, Risk Management, Portfolio Management, Asset Management, Derivatives, Vendor Management, Equities, Investment Banking, IT Strategy, Financial Services, PMO, Trading Systems, Software Project..., Project Portfolio..., Project Management, Capital Markets, Program Management, Requirements Analysis
Education
University of Michigan 1995 — 2000
Bachelor of Science in Engineering, Computer Engineering
Deutsche Bank February 2012 - Present
Societe Generale Corporate & Investment Banking November 2010 - February 2012
Credit Suisse April 2009 - January 2011
BlackRock October 2006 - 2009
Merrill Lynch 2000 - 2006
Skills
Fixed Income, SDLC, Business Analysis, Risk Management, Portfolio Management, Asset Management, Derivatives, Vendor Management, Equities, Investment Banking, IT Strategy, Financial Services, PMO, Trading Systems, Software Project..., Project Portfolio..., Project Management, Capital Markets, Program Management, Requirements Analysis
Education
University of Michigan 1995 — 2000
Bachelor of Science in Engineering, Computer Engineering
Adam Hirsch's Merrill Lynch Experience 2006 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
The Opus Fund 2004 - 2006
Skills
Alternative Investments, Equities, Hedge Funds, Investments, Wealth Management
Education
University of Miami - School of Business 1999 — 2003
Merrill Lynch 2006 - Present
The Opus Fund 2004 - 2006
Skills
Alternative Investments, Equities, Hedge Funds, Investments, Wealth Management
Education
University of Miami - School of Business 1999 — 2003
Allan Altman's Merrill Lynch Experience 1988 - 1991
Job Retired
Industry Financial Services
Experience
Retired Associate VPMorgan Stanley1999 - 2005
Smith Barney March 1992 - December 1998
Merrill Lynch 1988 - 1991
Skills
Investments
Education
University of Miami - School of Business 1956 — 1960
BBA, MBA, Mrketing
Retired Associate VPMorgan Stanley1999 - 2005
Smith Barney March 1992 - December 1998
Merrill Lynch 1988 - 1991
Skills
Investments
Education
University of Miami - School of Business 1956 — 1960
BBA, MBA, Mrketing
Eddie Pinto's Merrill Lynch Experience July 2006 - December 2008
Job Business Operations Support at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2014 - Present
Bank of America February 2013 - Present
Bank of America December 2009 - February 2013
Merrill Lynch July 2006 - December 2008
Skills
Vendor Management, IT Strategy, ITIL, Disaster Recovery, Data Center, SDLC, Low Latency
Education
University of Miami 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
Bank of America January 2014 - Present
Bank of America February 2013 - Present
Bank of America December 2009 - February 2013
Merrill Lynch July 2006 - December 2008
Skills
Vendor Management, IT Strategy, ITIL, Disaster Recovery, Data Center, SDLC, Low Latency
Education
University of Miami 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
Phil Appel's Merrill Lynch Experience researchmerrill lynch1993 - 2000
Job fa at merrill lynch
Industry Financial Services
Experience
merrill lynch researchmerrill lynch1993 - 2000
Education
University of Michigan 1986 — 1990
lahser high school 1981 — 1984
merrill lynch researchmerrill lynch1993 - 2000
Education
University of Michigan 1986 — 1990
lahser high school 1981 — 1984
Victoria Cabeza-Carreno's Merrill Lynch Experience July 2005 - June 2010
Job Vice President at Tres Mares Group
Industry Financial Services
Experience
Tres Mares Group June 2010 - Present
Merrill Lynch July 2005 - June 2010
Wachovia Bank June 2004 - July 2005
Skills
Financial Analysis, Series 7, Uniform Combined State..., Corporate Finance, Wealth Management, ETFs, Series 65, Asset Allocation, Alternative Investments, Series 63, Mutual Funds, Retirement Planning
Education
University of Miami - School of Business 2000 — 2001
MBA, Finance
University of Miami - School of Business 1995 — 1999
BBA, Finance & Business Law
Tres Mares Group June 2010 - Present
Merrill Lynch July 2005 - June 2010
Wachovia Bank June 2004 - July 2005
Skills
Financial Analysis, Series 7, Uniform Combined State..., Corporate Finance, Wealth Management, ETFs, Series 65, Asset Allocation, Alternative Investments, Series 63, Mutual Funds, Retirement Planning
Education
University of Miami - School of Business 2000 — 2001
MBA, Finance
University of Miami - School of Business 1995 — 1999
BBA, Finance & Business Law
Steven Gendron's Merrill Lynch Experience OwnerLIghtStar Mortgage LLC2004 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch OwnerLIghtStar Mortgage LLC2004 - 2007
Putnam Investments 1997 - 2002
Vitts 1999 - 2000
Education
University of Massachusetts, Amherst 1992 — 2006
BA, Legal Studies
University of Massachusetts, Amherst 1992 — 1997
Merrill Lynch OwnerLIghtStar Mortgage LLC2004 - 2007
Putnam Investments 1997 - 2002
Vitts 1999 - 2000
Education
University of Massachusetts, Amherst 1992 — 2006
BA, Legal Studies
University of Massachusetts, Amherst 1992 — 1997
Juan Mira's Merrill Lynch Experience January 1999 - April 2000
Job Managing Director at IP Capital Partners, LLC
Industry Real Estate
Experience
IP Capital Partners, LLC April 2015 - Present
LNR Property, LLC January 2013 - April 2015
LNR Property LLC January 2009 - December 2012
LNR Property LLC November 2007 - December 2008
LNR Property LLC July 2005 - October 2007
LNR Property LLC February 2004 - June 2005
Franklin Templeton Investments January 2003 - February 2004
Franklin Templeton Investments June 2000 - December 2002
Merrill Lynch January 1999 - April 2000
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Disposition, Investments, Due Diligence, Brokerage, Portfolio Management, Real Estate, Financial Modeling, Capital Markets, Real Estate Development, Financial Analysis, Underwriting, Private Equity, Acquisitions, Loans, Property Management, Investment Properties, Asset Management, Commercial Real Estate, Real Estate Financing, Investment Management, Real Estate Transactions, Investment Strategies, Leases, Location Intelligence, Structured Finance, Landlords, Credit Analysis, Finance, Asset, Loan Servicing, Loan Origination, Property, Investors, REO, Investment Banking, Equities, Real Estate Private..., Lease Negotiations, Financial Structuring, Apartments, Appraisals
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance
University of Miami 1996 — 2000
BBA, Economics / Finance
IP Capital Partners, LLC April 2015 - Present
LNR Property, LLC January 2013 - April 2015
LNR Property LLC January 2009 - December 2012
LNR Property LLC November 2007 - December 2008
LNR Property LLC July 2005 - October 2007
LNR Property LLC February 2004 - June 2005
Franklin Templeton Investments January 2003 - February 2004
Franklin Templeton Investments June 2000 - December 2002
Merrill Lynch January 1999 - April 2000
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Disposition, Investments, Due Diligence, Brokerage, Portfolio Management, Real Estate, Financial Modeling, Capital Markets, Real Estate Development, Financial Analysis, Underwriting, Private Equity, Acquisitions, Loans, Property Management, Investment Properties, Asset Management, Commercial Real Estate, Real Estate Financing, Investment Management, Real Estate Transactions, Investment Strategies, Leases, Location Intelligence, Structured Finance, Landlords, Credit Analysis, Finance, Asset, Loan Servicing, Loan Origination, Property, Investors, REO, Investment Banking, Equities, Real Estate Private..., Lease Negotiations, Financial Structuring, Apartments, Appraisals
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance
University of Miami 1996 — 2000
BBA, Economics / Finance
Christopher Napoli's Merrill Lynch Experience March 2008 - September 2008
Job Eastbay Capital
Industry Investment Management
Experience
EastBay Capital January 2014 - Present
Diamondback Capital January 2011 - Present
Tunnelbrook Capital August 2010 - January 2011
Incapital July 2009 - August 2010
Stanford Group Company September 2008 - July 2009
Merrill Lynch March 2008 - September 2008
University of Miami Graduate School of Business 2007 - 2007
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equity Trading, Trading Systems, Bonds, Global Macro, Emerging Markets, Equity Derivatives, Equities, FX Options, Capital Markets, Series 7
Education
University of Miami - School of Business 2007 — 2007
MBA, Finance
University of Miami 2002 — 2006
BBA, Finance, Legal Studies, English
CFA Institute
Chartered Financial Analyst, Level 1 Candidate June 2011
St. Thomas Aquinas HS
EastBay Capital January 2014 - Present
Diamondback Capital January 2011 - Present
Tunnelbrook Capital August 2010 - January 2011
Incapital July 2009 - August 2010
Stanford Group Company September 2008 - July 2009
Merrill Lynch March 2008 - September 2008
University of Miami Graduate School of Business 2007 - 2007
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equity Trading, Trading Systems, Bonds, Global Macro, Emerging Markets, Equity Derivatives, Equities, FX Options, Capital Markets, Series 7
Education
University of Miami - School of Business 2007 — 2007
MBA, Finance
University of Miami 2002 — 2006
BBA, Finance, Legal Studies, English
CFA Institute
Chartered Financial Analyst, Level 1 Candidate June 2011
St. Thomas Aquinas HS
Andy Perlman's Merrill Lynch Experience January 2006 - January 2009
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Merrill Lynch January 2006 - January 2009
Extended Stay Hotels 1996 - 2004
Extended Stay America 1995 - 2004
Blockbuster March 1994 - February 1996
Ryder August 1990 - February 1994
Blockbuster Entertainment 1993 - 1994
Ryder System 1988 - 1991
SunTrust Bank 1986 - 1989
Education
University of Miami - School of Business 1989 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Finance
Morgan Stanley January 2009 - Present
Merrill Lynch January 2006 - January 2009
Extended Stay Hotels 1996 - 2004
Extended Stay America 1995 - 2004
Blockbuster March 1994 - February 1996
Ryder August 1990 - February 1994
Blockbuster Entertainment 1993 - 1994
Ryder System 1988 - 1991
SunTrust Bank 1986 - 1989
Education
University of Miami - School of Business 1989 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Finance
Paola Canales's Merrill Lynch Experience 1999 - 2000
Job M&A Attorney at Clifford Chance
Industry Legal Services
Experience
Clifford Chance AssociateHolland & Knight LLP2004 - 2007
Merrill Lynch 1999 - 2000
Morgan Stanley 1999 - 1999
Education
University of Notre Dame Law School 2001 — 2004
University of Miami - School of Business 1996 — 2000
BBA, International Finance and Marketing
Clifford Chance AssociateHolland & Knight LLP2004 - 2007
Merrill Lynch 1999 - 2000
Morgan Stanley 1999 - 1999
Education
University of Notre Dame Law School 2001 — 2004
University of Miami - School of Business 1996 — 2000
BBA, International Finance and Marketing
Heather Nidetch, CRPC's Merrill Lynch Experience July 2012 - April 2015
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
David Trepanier's Merrill Lynch Experience September 2010 - Present
Job Managing Director, BofAMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Bank of America 2002 - 2010
Wachovia Securities Financial Network August 2000 - March 2002
Education
University of Michigan 1997 — 2000
MSc, Industrial & Operations Engineering
University of Michigan 1997 — 2000
MSc, Financial Engineering
University of Windsor 1992 — 2000
BCOMM, BCOMM (Economics & Finance)
University of Windsor 1992 — 1997
BCS, Computer Science
Merrill Lynch September 2010 - Present
Bank of America 2002 - 2010
Wachovia Securities Financial Network August 2000 - March 2002
Education
University of Michigan 1997 — 2000
MSc, Industrial & Operations Engineering
University of Michigan 1997 — 2000
MSc, Financial Engineering
University of Windsor 1992 — 2000
BCOMM, BCOMM (Economics & Finance)
University of Windsor 1992 — 1997
BCS, Computer Science
Ilaria Legnaro Akl's Merrill Lynch Experience 1994 - 1995
Job Owner, Legnaro Akl Law Firm
Industry Law Practice
Experience
Legnaro Akl Law Firm January 2002 - Present
AILA 2002 - 2012
Merrill Lynch 1994 - 1995
United Way of Miami-Dade 1993 - 1994
Skills
Immigration Law, Estate Planning, Appeals, Family Law, Real Estate, Family Mediation, Mediation, Property Law, Corporate Law, Litigation, Legal Research, Civil Litigation, Legal Assistance, Dispute Resolution, Commercial Litigation, Legal Issues, Trial Practice, Trials, Courts, Personal Injury, Dispute, Bankruptcy, Arbitration, Criminal Defense, Wrongful Death
Education
University of Miami School of Law 1999 — 2002
J.D., Cum Laude, Law
University of Miami 1989 — 1993
BBA, MBA, Business Administration
Legnaro Akl Law Firm January 2002 - Present
AILA 2002 - 2012
Merrill Lynch 1994 - 1995
United Way of Miami-Dade 1993 - 1994
Skills
Immigration Law, Estate Planning, Appeals, Family Law, Real Estate, Family Mediation, Mediation, Property Law, Corporate Law, Litigation, Legal Research, Civil Litigation, Legal Assistance, Dispute Resolution, Commercial Litigation, Legal Issues, Trial Practice, Trials, Courts, Personal Injury, Dispute, Bankruptcy, Arbitration, Criminal Defense, Wrongful Death
Education
University of Miami School of Law 1999 — 2002
J.D., Cum Laude, Law
University of Miami 1989 — 1993
BBA, MBA, Business Administration
Alex Vallecillo's Merrill Lynch Experience 1994 - 1996
Job Portfolio Manager at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors (formerly Allegiant Asset Management) 1996 - Present
PNC Capital Advisors April 1996 - April 2013
Merrill Lynch 1994 - 1996
Skills
Equity Research &..., Portfolio Management, Investment Strategies, DCF Valuation, Economic Research, Economic Modeling, Company Valuation, Presentations, Business Development, Equity Capital Markets, Asset Allocation, Asset Management, Fixed Income, Fixed Income Analysis, Mutual Funds
Education
University of Michigan 1992 — 1994
MBA, Finance & Corporate Strategy
George Mason University - School of Management 1986 — 1990
Bachelor of Science (B.S.), Finance
PNC Capital Advisors (formerly Allegiant Asset Management) 1996 - Present
PNC Capital Advisors April 1996 - April 2013
Merrill Lynch 1994 - 1996
Skills
Equity Research &..., Portfolio Management, Investment Strategies, DCF Valuation, Economic Research, Economic Modeling, Company Valuation, Presentations, Business Development, Equity Capital Markets, Asset Allocation, Asset Management, Fixed Income, Fixed Income Analysis, Mutual Funds
Education
University of Michigan 1992 — 1994
MBA, Finance & Corporate Strategy
George Mason University - School of Management 1986 — 1990
Bachelor of Science (B.S.), Finance
Dan Skeeters's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
2trg 2010 - 2012
Bridgeland Sustainability Consulting 2008 - 2009
Real Estate Investment Advisors 2000 - 2007
Pilko & Associates 1998 - 1999
Environmental Site Assessments, Inc. 1994 - 1996
Smith Management Group 1992 - 1994
Skills
Sustainability, Contract Negotiation, Recycling, Energy, Project Management, Personal Financial..., Investment Management, Values-based Investing, Sustainable Investing, Socially Responsible..., Business Development, Management Consulting, Entrepreneurship, Business Planning, Venture Capital, Environmental..., Natural Resource..., Sustainable Development, New Business Development, Corporate Social..., Marketing, E-Waste, Environmental Awareness, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy/Entrepreneurial Studies
University of Michigan 1995 — 1998
MS, Resource Ecology & Management
Vanderbilt University 1987 — 1991
BE, Civil Engineering
Merrill Lynch September 2012 - Present
2trg 2010 - 2012
Bridgeland Sustainability Consulting 2008 - 2009
Real Estate Investment Advisors 2000 - 2007
Pilko & Associates 1998 - 1999
Environmental Site Assessments, Inc. 1994 - 1996
Smith Management Group 1992 - 1994
Skills
Sustainability, Contract Negotiation, Recycling, Energy, Project Management, Personal Financial..., Investment Management, Values-based Investing, Sustainable Investing, Socially Responsible..., Business Development, Management Consulting, Entrepreneurship, Business Planning, Venture Capital, Environmental..., Natural Resource..., Sustainable Development, New Business Development, Corporate Social..., Marketing, E-Waste, Environmental Awareness, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy/Entrepreneurial Studies
University of Michigan 1995 — 1998
MS, Resource Ecology & Management
Vanderbilt University 1987 — 1991
BE, Civil Engineering
Andrew H. McKinnon's Merrill Lynch Experience March 2003 - August 2004
Job education, design
Industry Education Management
Experience
cave press llc December 2010 - Present
Billeo May 2009 - May 2010
Chinatown Manpower Project September 2004 - May 2008
Merrill Lynch March 2003 - August 2004
Alcatel-Lucent August 2000 - February 2003
The Beijing Guidebook August 1996 - August 1999
Princeton-in-Asia September 1994 - August 1996
Skills
Adobe Creative Suite, Mandarin Chinese Spoken, Social Media, Research, Editing, Public Speaking, Strategic Planning, Fundraising, Chinese, Publishing, Entrepreneurship, Non-profits, Start-ups, Event Planning, Nonprofits, Training, Marketing, Strategy
Education
University of Michigan 1989 — 1993
B.A., English and History
New York University, Steinhardt School of Education
cave press llc December 2010 - Present
Billeo May 2009 - May 2010
Chinatown Manpower Project September 2004 - May 2008
Merrill Lynch March 2003 - August 2004
Alcatel-Lucent August 2000 - February 2003
The Beijing Guidebook August 1996 - August 1999
Princeton-in-Asia September 1994 - August 1996
Skills
Adobe Creative Suite, Mandarin Chinese Spoken, Social Media, Research, Editing, Public Speaking, Strategic Planning, Fundraising, Chinese, Publishing, Entrepreneurship, Non-profits, Start-ups, Event Planning, Nonprofits, Training, Marketing, Strategy
Education
University of Michigan 1989 — 1993
B.A., English and History
New York University, Steinhardt School of Education
Ross Pastman's Merrill Lynch Experience January 2012 - December 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - January 2012
Bloomberg September 2009 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Financial Services, Sales, Financial Advisory, Portfolio Management
Education
University of Miami - School of Business 2006 — 2009
Bachelors of Business Administration, Finance
TD Ameritrade December 2013 - Present
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - January 2012
Bloomberg September 2009 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Financial Services, Sales, Financial Advisory, Portfolio Management
Education
University of Miami - School of Business 2006 — 2009
Bachelors of Business Administration, Finance
Shawn Mauro's Merrill Lynch Experience October 2006 - August 2008
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Merrill Lynch October 2006 - August 2008
Skills
Strategic Financial..., Investment Management, Alternative Investments, Life Insurance, Long-term Care, College Education..., Estate Planning, Liquidity Management, Risk Management, Monetization, Securities Lending, Multi-generational..., Philanthropy, Wealth Management, Retirement Planning
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics with a Minor in Mathematics
American Aerobic Association International Sports Medicine Association 2005 — 2005
Certification, Personal Trainer
Morgan Stanley August 2008 - Present
Merrill Lynch October 2006 - August 2008
Skills
Strategic Financial..., Investment Management, Alternative Investments, Life Insurance, Long-term Care, College Education..., Estate Planning, Liquidity Management, Risk Management, Monetization, Securities Lending, Multi-generational..., Philanthropy, Wealth Management, Retirement Planning
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics with a Minor in Mathematics
American Aerobic Association International Sports Medicine Association 2005 — 2005
Certification, Personal Trainer
Oliver Owens's Merrill Lynch Experience December 1990 - December 2008
Job Vice PresidentUBS Financial Services
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
Richard Cordell's Merrill Lynch Experience 1978 - 2009
Job Regional Supervisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities (USA) Inc August 2009 - Present
Merrill Lynch 1978 - 2009
Skills
Budgets, Financial Services, Securities, Strategic Planning, CRM, Customer Service, Policy, Financial Advisory, Asset Allocation, Sales Operations, Series 7, Mutual Funds, Series 24, Mediation, Investment Advisory, Project Management, Change Management, Asset Managment, Investments, Risk Management, Equities, Wealth Management, Strategic Financial..., Series 63, Due Diligence, Program Management, Strategy, FINRA, Process Improvement, Fixed Income, Leadership
Education
University of Michigan
MBA, Business Administration
HSBC Securities (USA) Inc August 2009 - Present
Merrill Lynch 1978 - 2009
Skills
Budgets, Financial Services, Securities, Strategic Planning, CRM, Customer Service, Policy, Financial Advisory, Asset Allocation, Sales Operations, Series 7, Mutual Funds, Series 24, Mediation, Investment Advisory, Project Management, Change Management, Asset Managment, Investments, Risk Management, Equities, Wealth Management, Strategic Financial..., Series 63, Due Diligence, Program Management, Strategy, FINRA, Process Improvement, Fixed Income, Leadership
Education
University of Michigan
MBA, Business Administration
Sridhar Ramalingam's Merrill Lynch Experience August 1998 - August 2003
Job Sr. Web Developer at RSUI
Industry Insurance
Experience
RSUI Group, Inc. April 2014 - Present
Asurion March 2012 - March 2014
Credit Suisse August 2003 - September 2011
Merrill Lynch August 1998 - August 2003
Education
University of Michigan 1987 — 1992
B.S, Computer Science
RSUI Group, Inc. April 2014 - Present
Asurion March 2012 - March 2014
Credit Suisse August 2003 - September 2011
Merrill Lynch August 1998 - August 2003
Education
University of Michigan 1987 — 1992
B.S, Computer Science
Vanessa Virchaux's Merrill Lynch Experience June 2009 - August 2009
Job Specialist, Digital and Social Media Partnerships at Telemundo Media, a division of NBCUniversal
Industry Online Media
Experience
Telemundo Media, a division of NBCUniversal October 2013 - Present
Baptist Health South Florida located in Miami, Florida December 2011 - October 2013
Julie C. Ferguson, P.A. (Immigration & Nationality Law) May 2011 - July 2011
Merrill Lynch June 2009 - August 2009
Skills
Fluent in English,..., Marketing, Finance, Project Planning, Newsletters, Budgets, Market Research, Purchasing, Competitive Analysis, Microsoft Excel, Data Analysis, Event Planning, Event Management, Public Relations, Social Networking
Education
University of Miami - School of Business 2006 — 2010
International Finance and Marketing
Telemundo Media, a division of NBCUniversal October 2013 - Present
Baptist Health South Florida located in Miami, Florida December 2011 - October 2013
Julie C. Ferguson, P.A. (Immigration & Nationality Law) May 2011 - July 2011
Merrill Lynch June 2009 - August 2009
Skills
Fluent in English,..., Marketing, Finance, Project Planning, Newsletters, Budgets, Market Research, Purchasing, Competitive Analysis, Microsoft Excel, Data Analysis, Event Planning, Event Management, Public Relations, Social Networking
Education
University of Miami - School of Business 2006 — 2010
International Finance and Marketing
Max Wasserman's Merrill Lynch Experience August 2004 - November 2008
Job Senior Portfolio Manager at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch August 2004 - November 2008
LaSalle National Bank July 1997 - August 2004
Feldman Investment Group July 1993 - July 1997
Ernst & Young November 1990 - December 1991
Education
University of Miami - School of Business 1988 — 1989
MBA, Finance and Accounting
University of South Florida 1983 — 1987
BA, International Political Science
UBS Financial Services November 2008 - Present
Merrill Lynch August 2004 - November 2008
LaSalle National Bank July 1997 - August 2004
Feldman Investment Group July 1993 - July 1997
Ernst & Young November 1990 - December 1991
Education
University of Miami - School of Business 1988 — 1989
MBA, Finance and Accounting
University of South Florida 1983 — 1987
BA, International Political Science
Jackie Rebhuhn's Merrill Lynch Experience February 1998 - October 2004
Job CPA
Industry Investment Banking
Experience
RBS Markets & International Banking January 2011 - January 2013
Barclays Capital October 2004 - August 2010
Merrill Lynch February 1998 - October 2004
KPMG Peat Marwick July 1994 - February 1998
Skills
Auditing, Financial Accounting, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Internal Controls, Investment Banking, Financial Modeling, Financial Risk, Risk Management, Valuation, Financial Reporting, Due Diligence, Corporate Finance, Enterprise Risk..., Internal Audit
Education
University of Miami - School of Business 1992 — 1994
BS, Accounting
RBS Markets & International Banking January 2011 - January 2013
Barclays Capital October 2004 - August 2010
Merrill Lynch February 1998 - October 2004
KPMG Peat Marwick July 1994 - February 1998
Skills
Auditing, Financial Accounting, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Internal Controls, Investment Banking, Financial Modeling, Financial Risk, Risk Management, Valuation, Financial Reporting, Due Diligence, Corporate Finance, Enterprise Risk..., Internal Audit
Education
University of Miami - School of Business 1992 — 1994
BS, Accounting
Stella Khoo's Merrill Lynch Experience May 2011 - August 2011
Job Senior Consultant, Risk Advisory at EY
Industry Banking
Experience
EY January 2015 - Present
Quantitative Risk Management (QRM) June 2012 - January 2015
Merrill Lynch May 2011 - August 2011
CIMB Private Banking May 2010 - August 2010
Skills
Bloomberg Terminal, Financial Modeling, Equity Research, QRM, ALM, Interest Rate Risk..., Liquidity Risk..., Stress Testing, LCR, Enterprise Risk..., Cantonese, Factset, Reuters, Mandarin, Stata, Liquidity Risk
Education
University of Michigan 2008 — 2012
Bachelor of Science in Economics and Actuarial Mathematics
EY January 2015 - Present
Quantitative Risk Management (QRM) June 2012 - January 2015
Merrill Lynch May 2011 - August 2011
CIMB Private Banking May 2010 - August 2010
Skills
Bloomberg Terminal, Financial Modeling, Equity Research, QRM, ALM, Interest Rate Risk..., Liquidity Risk..., Stress Testing, LCR, Enterprise Risk..., Cantonese, Factset, Reuters, Mandarin, Stata, Liquidity Risk
Education
University of Michigan 2008 — 2012
Bachelor of Science in Economics and Actuarial Mathematics
Jennifer Feng's Merrill Lynch Experience April 2007 - June 2007
Job Actuarial Analyst at Delaware Life
Industry Insurance
Experience
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial March 2011 - July 2012
Sun Life Financial June 2010 - August 2010
American International Group June 2009 - August 2009
Merrill Lynch April 2007 - June 2007
Skills
APL, MG-ALFA, VBA, Triton-ISL, Actuarial Science, Financial Modeling, Valuation, Risk Management, Life Insurance, Insurance, Variable Annuities
Education
University of Michigan 2007 — 2011
B.S., Actuarial Mathematics, Economics
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial March 2011 - July 2012
Sun Life Financial June 2010 - August 2010
American International Group June 2009 - August 2009
Merrill Lynch April 2007 - June 2007
Skills
APL, MG-ALFA, VBA, Triton-ISL, Actuarial Science, Financial Modeling, Valuation, Risk Management, Life Insurance, Insurance, Variable Annuities
Education
University of Michigan 2007 — 2011
B.S., Actuarial Mathematics, Economics
Ryan Larkin's Merrill Lynch Experience November 2004 - September 2005
Job Business Analyst – Operations, Change Management Global Reference Data at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2012 - Present
Neuberger Berman March 2012 - September 2012
Deutsche Bank April 2011 - September 2012
Pershing June 2010 - February 2011
Discovery - The Financial Information Group October 2005 - January 2010
Merrill Lynch November 2004 - September 2005
Long Branch Board of Education September 2002 - November 2004
Skills
Product Management, Investments, Salesforce.com, Financial Analysis, Project Management, CRM, Process Improvement, Management, Equities
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Science, Business Administration, Management, Finance, Marketing, Accounting
Barclays Investment Bank November 2012 - Present
Neuberger Berman March 2012 - September 2012
Deutsche Bank April 2011 - September 2012
Pershing June 2010 - February 2011
Discovery - The Financial Information Group October 2005 - January 2010
Merrill Lynch November 2004 - September 2005
Long Branch Board of Education September 2002 - November 2004
Skills
Product Management, Investments, Salesforce.com, Financial Analysis, Project Management, CRM, Process Improvement, Management, Equities
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Science, Business Administration, Management, Finance, Marketing, Accounting
Sidney Hartley's Merrill Lynch Experience December 2000 - December 2003
Job Compliance Specialist at University of Miami
Industry Higher Education
Experience
University of Miami November 2013 - Present
University of Miami, Miller School of Medicine 2013 - Present
University of Miami December 2003 - November 2013
Merrill Lynch December 2000 - December 2003
COVER TO COVER BOOKS January 1998 - January 2001
SAM WELLER BOOKS January 1996 - January 1998
Skills
Recruiting, Human Resources, Training, Grant Writing, Employee Benefits, Event Planning, Higher Education, System Administration, Microsoft Office, Management, Customer Service, Interviews, Administration, Nonprofits, Research
Education
University of Miami 2008 — 2012
BA, Education
University of Miami November 2013 - Present
University of Miami, Miller School of Medicine 2013 - Present
University of Miami December 2003 - November 2013
Merrill Lynch December 2000 - December 2003
COVER TO COVER BOOKS January 1998 - January 2001
SAM WELLER BOOKS January 1996 - January 1998
Skills
Recruiting, Human Resources, Training, Grant Writing, Employee Benefits, Event Planning, Higher Education, System Administration, Microsoft Office, Management, Customer Service, Interviews, Administration, Nonprofits, Research
Education
University of Miami 2008 — 2012
BA, Education
Savannah Wesley's Merrill Lynch Experience June 2010 - August 2010
Job Assistant at XIX Entertainment
Industry Marketing and Advertising
Experience
XIX ENTERTAINMENT November 2014 - Present
AerCap May 2014 - November 2014
International Lease Finance Corporation September 2013 - May 2014
Caribbean Surf Co./Billabong St. Thomas January 2012 - March 2013
The Grille at Mahogany Run July 2011 - September 2011
UMiami-Canterbury September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Law Office of David E. Nichols, P.C. June 2008 - June 2010
UBS June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Social Media, Teamwork, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, English, Team Leadership, Sales, Management, Facebook
Education
University of Miami - School of Business 2007 — 2011
BBA, Marketing & Management
University of Miami - School of Business
XIX ENTERTAINMENT November 2014 - Present
AerCap May 2014 - November 2014
International Lease Finance Corporation September 2013 - May 2014
Caribbean Surf Co./Billabong St. Thomas January 2012 - March 2013
The Grille at Mahogany Run July 2011 - September 2011
UMiami-Canterbury September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Law Office of David E. Nichols, P.C. June 2008 - June 2010
UBS June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Social Media, Teamwork, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, English, Team Leadership, Sales, Management, Facebook
Education
University of Miami - School of Business 2007 — 2011
BBA, Marketing & Management
University of Miami - School of Business
Timothy Ginley's Merrill Lynch Experience January 2000 - July 2002
Job Financial Advisor
Industry Financial Services
Experience
High Mark Wealth Strategies March 2009 - Present
Fidelity Investments August 2004 - March 2009
Salomon Smith Barney July 2002 - August 2004
Merrill Lynch January 2000 - July 2002
Thermo Fisher Scientific 1997 - 1999
Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
High Mark Wealth Strategies March 2009 - Present
Fidelity Investments August 2004 - March 2009
Salomon Smith Barney July 2002 - August 2004
Merrill Lynch January 2000 - July 2002
Thermo Fisher Scientific 1997 - 1999
Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
Diane Sheppard's Merrill Lynch Experience August 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
UBS Financial Services May 2003 - May 2004
Education
Wayne State University 2003 — 2004
MBA, Economics
University of Michigan 1998 — 2002
BA, Economics
Merrill Lynch August 2004 - Present
UBS Financial Services May 2003 - May 2004
Education
Wayne State University 2003 — 2004
MBA, Economics
University of Michigan 1998 — 2002
BA, Economics
Charles Dare's Merrill Lynch Experience October 1992 - December 2008
Job Owner at Genuine Toy Company, LLC
Industry Retail
Experience
Genuine Toy Company, LLC June 2008 - Present
Merrill Lynch October 1992 - December 2008
First Federal of Michigan July 1987 - September 1992
Skills
Small Business, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Sales, Budgets, Sales Management, Customer Service, Team Building, Negotiation, Retail, Strategic Financial..., Investments, Public Relations
Education
Schoolcraft College 2014 — 2016
Associate’s Degree, Accounting
Wayne State University 1988 — 1992
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1987
Bachelor of Arts (B.A.), Economics
Genuine Toy Company, LLC June 2008 - Present
Merrill Lynch October 1992 - December 2008
First Federal of Michigan July 1987 - September 1992
Skills
Small Business, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Sales, Budgets, Sales Management, Customer Service, Team Building, Negotiation, Retail, Strategic Financial..., Investments, Public Relations
Education
Schoolcraft College 2014 — 2016
Associate’s Degree, Accounting
Wayne State University 1988 — 1992
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1987
Bachelor of Arts (B.A.), Economics
Ben Mitzner's Merrill Lynch Experience September 2006 - December 2009
Job Complex Operations Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2010 - Present
Merrill Lynch September 2006 - December 2009
PNC Bank February 2005 - September 2006
Education
University of Miami 1999 — 2003
MBA, Business Administration
The Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
RBC Wealth Management January 2010 - Present
Merrill Lynch September 2006 - December 2009
PNC Bank February 2005 - September 2006
Education
University of Miami 1999 — 2003
MBA, Business Administration
The Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
Hari Amar's Merrill Lynch Experience January 2004 - May 2005
Job
Industry Banking
Experience
C1 Bank June 2014 - Present
C1 Bank June 2014 - December 2014
Real Estate Investments November 2011 - January 2013
6th Judicial Circuit May 2008 - August 2008
Psetas Law May 2007 - August 2007
Bay Cities Bank June 2005 - August 2006
Merrill Lynch January 2004 - May 2005
Skills
Legal Research, Litigation, Commercial Litigation, Legal Writing, Civil Litigation, Westlaw, Corporate Law, Microsoft Office, Trials, Mediation, Research, Public Speaking, Courts, Appeals
Education
University of South Florida 2013 — 2014
Masters in Business Administration, Finance and Management
University of Miami School of Law 2007 — 2010
J.D., Law
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Finance/ Marketing
C1 Bank June 2014 - Present
C1 Bank June 2014 - December 2014
Real Estate Investments November 2011 - January 2013
6th Judicial Circuit May 2008 - August 2008
Psetas Law May 2007 - August 2007
Bay Cities Bank June 2005 - August 2006
Merrill Lynch January 2004 - May 2005
Skills
Legal Research, Litigation, Commercial Litigation, Legal Writing, Civil Litigation, Westlaw, Corporate Law, Microsoft Office, Trials, Mediation, Research, Public Speaking, Courts, Appeals
Education
University of South Florida 2013 — 2014
Masters in Business Administration, Finance and Management
University of Miami School of Law 2007 — 2010
J.D., Law
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Finance/ Marketing
Nicole (Bared) Puerto's Merrill Lynch Experience September 2008 - June 2010
Job Officer Associate Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - Present
Northern Trust July 2010 - December 2012
Merrill Lynch September 2008 - June 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Loans, Mutual Funds, Series 7, Portfolio Management, Wealth Management
Education
University of Miami - School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance Concentration
University of Miami 2003 — 2007
BS, English & Communications
Northern Trust January 2013 - Present
Northern Trust July 2010 - December 2012
Merrill Lynch September 2008 - June 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Loans, Mutual Funds, Series 7, Portfolio Management, Wealth Management
Education
University of Miami - School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance Concentration
University of Miami 2003 — 2007
BS, English & Communications
Frank Cover's Merrill Lynch Experience 2002 - 2006
Job Middle Market Banker at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2010 - Present
JP Morgan Chase 2010 - Present
SunTrust Bank November 2007 - January 2010
Merrill Lynch 2002 - 2006
Barnett Bank 1990 - 1996
Education
University of Miami - School of Business 1986 — 1990
BBA, Finance
JPMorgan Chase February 2010 - Present
JP Morgan Chase 2010 - Present
SunTrust Bank November 2007 - January 2010
Merrill Lynch 2002 - 2006
Barnett Bank 1990 - 1996
Education
University of Miami - School of Business 1986 — 1990
BBA, Finance
Felipe Lorie's Merrill Lynch Experience January 1987 - September 2006
Job Vice President Executive Recruiter
Industry Staffing and Recruiting
Experience
Sanford Barrows Group August 2012 - Present
FJL Executive Recruiters June 2006 - August 2012
Merrill Lynch January 1987 - September 2006
Skills
Risk Management, Investments, Credit, Executive Search, Banking, Hedge Funds, Asset Managment, Talent Acquisition, Financial Analysis, Financial Services, Wealth Management, Applicant Tracking..., Investment Banking, Recruiting, Portfolio Management, Business Development, Loans, Management, Relationship Management, Fixed Income, Private Equity, Commercial Banking, Mergers & Acquisitions, SDLC, Mutual Funds, Human Resources, Benefits Negotiation, Temporary Placement, College Recruiting, Internet Recruiting, Cash Management, Vendor Management, Financial Markets, Financial Risk, Trading, Leadership, Capital Markets, Equities, Finance, Asset Management, Mortgage Lending, Commercial Lending, Credit Analysis, Executive Management, Contract Recruitment, Permanent Placement, Technical Recruiting, Employee Benefits, Onboarding, Hiring
Education
University of Miami - School of Business 1984 — 1988
MBA
Christopher Columbus 1980 — 1984
Sanford Barrows Group August 2012 - Present
FJL Executive Recruiters June 2006 - August 2012
Merrill Lynch January 1987 - September 2006
Skills
Risk Management, Investments, Credit, Executive Search, Banking, Hedge Funds, Asset Managment, Talent Acquisition, Financial Analysis, Financial Services, Wealth Management, Applicant Tracking..., Investment Banking, Recruiting, Portfolio Management, Business Development, Loans, Management, Relationship Management, Fixed Income, Private Equity, Commercial Banking, Mergers & Acquisitions, SDLC, Mutual Funds, Human Resources, Benefits Negotiation, Temporary Placement, College Recruiting, Internet Recruiting, Cash Management, Vendor Management, Financial Markets, Financial Risk, Trading, Leadership, Capital Markets, Equities, Finance, Asset Management, Mortgage Lending, Commercial Lending, Credit Analysis, Executive Management, Contract Recruitment, Permanent Placement, Technical Recruiting, Employee Benefits, Onboarding, Hiring
Education
University of Miami - School of Business 1984 — 1988
MBA
Christopher Columbus 1980 — 1984
Dana Turjman's Merrill Lynch Experience February 2011 - June 2011
Job Florida Attorney
Industry Law Practice
Experience
University of Miami School of Law September 2014 - May 2015
Hogan Lovells US, LLP May 2014 - July 2014
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture May 2013 - August 2013
Unisource Holding Inc. November 2011 - June 2012
Merrill Lynch February 2011 - June 2011
MERRILL LYNCH WEALTH MANAGEMENT November 2010 - January 2011
UNISOURCE HOLDING INC June 2008 - August 2008
Skills
Spanish, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Business Planning, Strategic Planning, Entrepreneurship, Strategy, Microsoft Office, Business Strategy, Corporate Finance, Investments
Education
University of Miami School of Law 2012 — 2015
Doctor of Law (JD)
University of Michigan 2007 — 2010
BA, Economics, AAPTIS (Arabic, Armenian, Persian, Turkish and Islamic Studies)
University of Miami School of Law September 2014 - May 2015
Hogan Lovells US, LLP May 2014 - July 2014
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture May 2013 - August 2013
Unisource Holding Inc. November 2011 - June 2012
Merrill Lynch February 2011 - June 2011
MERRILL LYNCH WEALTH MANAGEMENT November 2010 - January 2011
UNISOURCE HOLDING INC June 2008 - August 2008
Skills
Spanish, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Business Planning, Strategic Planning, Entrepreneurship, Strategy, Microsoft Office, Business Strategy, Corporate Finance, Investments
Education
University of Miami School of Law 2012 — 2015
Doctor of Law (JD)
University of Michigan 2007 — 2010
BA, Economics, AAPTIS (Arabic, Armenian, Persian, Turkish and Islamic Studies)
Chelsea Konsko's Merrill Lynch Experience May 2008 - August 2008
Job Research Analyst, Emerging Markets at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Macquarie Group August 2010 - September 2011
Macquarie Group June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Series 7, Series 63, Spanish (working..., Emerging Markets, Investment Banking, Investments, Due Diligence, Asset Management, Finance
Education
University of Miami 2005 — 2009
Bachelor of Science, International Finance and Marketing
International University of Monaco 2007 — 2007
TIAA-CREF October 2011 - Present
Macquarie Group August 2010 - September 2011
Macquarie Group June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Series 7, Series 63, Spanish (working..., Emerging Markets, Investment Banking, Investments, Due Diligence, Asset Management, Finance
Education
University of Miami 2005 — 2009
Bachelor of Science, International Finance and Marketing
International University of Monaco 2007 — 2007
Robert J. Ramsay, CFA's Merrill Lynch Experience April 1999 - November 2002
Job Senior Vice President at FineMark National Bank & Trust
Industry Investment Management
Experience
FineMark National Bank & Trust August 2013 - Present
BMO Private Bank March 2008 - August 2013
Fifth Third Bank December 2002 - March 2008
Merrill Lynch April 1999 - November 2002
SunTrust Bank May 1996 - April 1999
Skills
Portfolio Management, Fixed Income, Investments, Wealth Management, Equities, Mutual Funds, Credit, Derivatives, Capital Markets, Credit Analysis, Bloomberg, Banking, Financial Modeling, Asset Allocation, Investment Strategies, Credit Risk, Asset Management, Financial Analysis, Loans, Commercial Banking
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration, Finance
FineMark National Bank & Trust August 2013 - Present
BMO Private Bank March 2008 - August 2013
Fifth Third Bank December 2002 - March 2008
Merrill Lynch April 1999 - November 2002
SunTrust Bank May 1996 - April 1999
Skills
Portfolio Management, Fixed Income, Investments, Wealth Management, Equities, Mutual Funds, Credit, Derivatives, Capital Markets, Credit Analysis, Bloomberg, Banking, Financial Modeling, Asset Allocation, Investment Strategies, Credit Risk, Asset Management, Financial Analysis, Loans, Commercial Banking
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration, Finance
Norma Sabo's Merrill Lynch Experience 2003 - 2007
Job VP, Senior Attorney at Banco Santander International
Industry Legal Services
Experience
Banco Santander International December 2007 - Present
Merrill Lynch 2003 - 2007
MacFarlane Ferguson Allison & Kelley 1986 - 1989
Education
University of Miami School of Law 1989 — 1990
LLM, Taxation
Banco Santander International December 2007 - Present
Merrill Lynch 2003 - 2007
MacFarlane Ferguson Allison & Kelley 1986 - 1989
Education
University of Miami School of Law 1989 — 1990
LLM, Taxation
Paul Muellerweiss's Merrill Lynch Experience June 1994 - Present
Job retired stock broker at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 1994 - Present
Education
University of Michigan
Merrill Lynch June 1994 - Present
Education
University of Michigan
Troy Nichols's Merrill Lynch Experience June 2012 - August 2012
Job Legal Assistant at Student Legal Services University of Massachusetts, Amherst
Industry Financial Services
Experience
Student Legal Services Office - University of Massachusetts, Amherst January 2014 - Present
J.P. Morgan June 2013 - August 2013
University of Massachusetts Amherst September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Town of Clifton Park- Parks and Recreation July 2008 - August 2012
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.),, Finance, General, 3.89
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science in Political Science, Political Science, 3.89
Student Legal Services Office - University of Massachusetts, Amherst January 2014 - Present
J.P. Morgan June 2013 - August 2013
University of Massachusetts Amherst September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Town of Clifton Park- Parks and Recreation July 2008 - August 2012
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.),, Finance, General, 3.89
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science in Political Science, Political Science, 3.89
Javier Ferrand's Merrill Lynch Experience February 1992 - November 1996
Job Operations Manager at FP FUTURES Inc.
Industry Capital Markets
Experience
FP Futures Operations ManagerFP FUTURES Inc.June 2011 - Present
SOUTH FUTURES Ltd. November 1997 - June 2011
MERRILL LYNCH February 1992 - November 1996
CARGILL March 1984 - February 1992
MGA Brokerage May 1983 - March 1984
Education
University of Miami 1977 — 1981
Bachelors degree in Finance
FP Futures Operations ManagerFP FUTURES Inc.June 2011 - Present
SOUTH FUTURES Ltd. November 1997 - June 2011
MERRILL LYNCH February 1992 - November 1996
CARGILL March 1984 - February 1992
MGA Brokerage May 1983 - March 1984
Education
University of Miami 1977 — 1981
Bachelors degree in Finance
Ronald Everett's Merrill Lynch Experience May 2015 - August 2015
Job Student at University of Michigan
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
City of Ann Arbor January 2014 - April 2014
World Affairs Council - Washington, DC June 2012 - August 2012
Chevy Chase Club 2009 - 2012
Skills
Investments, Wealth Management, Market Research, Real Estate, Project Management, Golf, Historical Research, Financial Analysis, Portfolio Management, Risk Management, Client Relations, Policy Analysis, Political Campaigns, Options Strategies, Statistics, Data Analysis, Wealth Preservation, Microsoft Word, Microsoft Excel, Insurance
Education
University of Michigan 2013 — 2017
Georgetown Day School 2009 — 2013
High School Diploma
Merrill Lynch May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
City of Ann Arbor January 2014 - April 2014
World Affairs Council - Washington, DC June 2012 - August 2012
Chevy Chase Club 2009 - 2012
Skills
Investments, Wealth Management, Market Research, Real Estate, Project Management, Golf, Historical Research, Financial Analysis, Portfolio Management, Risk Management, Client Relations, Policy Analysis, Political Campaigns, Options Strategies, Statistics, Data Analysis, Wealth Preservation, Microsoft Word, Microsoft Excel, Insurance
Education
University of Michigan 2013 — 2017
Georgetown Day School 2009 — 2013
High School Diploma
Simone Haynes's Merrill Lynch Experience September 1990 - June 1991
Job Health Care/Finance Executive
Industry Hospital & Health Care
Experience
MAH Limited 2012 - May 2014
JHL Limited February 2008 - January 2012
MAH Limited January 2003 - January 2008
Workers Bank Group/Corporate Group of Companies September 1991 - April 1997
Merrill Lynch September 1990 - June 1991
Skills
Healthcare, New Business Development, Change Management, Strategic Planning, Healthcare Management, Hospitals, Process Improvement, Budgets, Healthcare Consulting, Leadership Development, Operations Management, Financial Analysis, Marketing Strategy, General Management, Financial Management..., Finance, Management, Executive Management, Corporate Finance, Investments, Marketing
Education
University of Miami - School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
University of Miami - School of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Finance and Marketing
MAH Limited 2012 - May 2014
JHL Limited February 2008 - January 2012
MAH Limited January 2003 - January 2008
Workers Bank Group/Corporate Group of Companies September 1991 - April 1997
Merrill Lynch September 1990 - June 1991
Skills
Healthcare, New Business Development, Change Management, Strategic Planning, Healthcare Management, Hospitals, Process Improvement, Budgets, Healthcare Consulting, Leadership Development, Operations Management, Financial Analysis, Marketing Strategy, General Management, Financial Management..., Finance, Management, Executive Management, Corporate Finance, Investments, Marketing
Education
University of Miami - School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
University of Miami - School of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Finance and Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank