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
Brian Hirt Brian Hirt's Merrill Lynch Experience June 2011 - August 2011
Job Crude Oil Options
Industry Capital Markets
Experience
Marquette Partners July 2013 - Present
Bank of America June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Financial Mathematics
Marquette Partners July 2013 - Present
Bank of America June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Financial Mathematics
Tom Miyata Tom Miyata's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Skills
Management, Leadership, Strategy, Marketing
Education
University of Michigan 1992 — 1997
Bachelor's degree, Chemistry
Merrill Lynch September 2014 - Present
Skills
Management, Leadership, Strategy, Marketing
Education
University of Michigan 1992 — 1997
Bachelor's degree, Chemistry
Steve Sakwa Steve Sakwa's Merrill Lynch Experience January 1996 - May 2009
Job Senior Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI May 2009 - Present
Merrill Lynch January 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Analysis, Asset Management
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1985 — 1989
Bachelor of Science (B.S.), Economics
Evercore ISI May 2009 - Present
Merrill Lynch January 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Analysis, Asset Management
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1985 — 1989
Bachelor of Science (B.S.), Economics
Natalie Francis Wentworth Natalie Francis Wentworth's Merrill Lynch Experience 2002 - 2003
Job Senior Brand Manager Card Partnerships at Capital One
Industry Marketing and Advertising
Experience
Capital One July 2014 - Present
Accenture September 2013 - July 2014
Accenture September 2010 - August 2013
Diamond Management & Technology Consultants June 2009 - August 2009
University of Michigan Ross School of Business 2009 - 2009
Symantec September 2005 - May 2008
Merrill Lynch 2002 - 2003
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Competitive Analysis, Strategic Partnerships, Strategic Planning, Market Research, Analytics, Business Development, Program Management, Data Analysis, Product Marketing, Project Management, Entrepreneurship, Marketing Strategy, Trade Promotion..., Operating Models, Strategic Consulting, CRM, Business Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Pennsylvania 2001 — 2005
BA
Capital One July 2014 - Present
Accenture September 2013 - July 2014
Accenture September 2010 - August 2013
Diamond Management & Technology Consultants June 2009 - August 2009
University of Michigan Ross School of Business 2009 - 2009
Symantec September 2005 - May 2008
Merrill Lynch 2002 - 2003
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Competitive Analysis, Strategic Partnerships, Strategic Planning, Market Research, Analytics, Business Development, Program Management, Data Analysis, Product Marketing, Project Management, Entrepreneurship, Marketing Strategy, Trade Promotion..., Operating Models, Strategic Consulting, CRM, Business Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Pennsylvania 2001 — 2005
BA
Ericka McKenzie Ericka McKenzie's Merrill Lynch Experience May 2012 - September 2012
Job Business Analyst at Target
Industry Retail
Experience
Target October 2014 - Present
WellPoint Home Health Inc. February 2014 - July 2014
University of Chicago Booth School of Business September 2013 - January 2014
Merrill Lynch May 2012 - September 2012
Walmart June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Negotiation, PowerPoint, Customer Service, Microsoft Word, Retail, Stata, SPSS
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Whitney M Young
Target October 2014 - Present
WellPoint Home Health Inc. February 2014 - July 2014
University of Chicago Booth School of Business September 2013 - January 2014
Merrill Lynch May 2012 - September 2012
Walmart June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Negotiation, PowerPoint, Customer Service, Microsoft Word, Retail, Stata, SPSS
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Whitney M Young
Isha Gupta Isha Gupta's Merrill Lynch Experience May 2014 - August 2014
Job Tech Consulting Intern at PwC
Industry Information Technology and Services
Experience
PwC May 2015 - Present
Merrill Lynch May 2014 - August 2014
Beyond Bounds February 2014 - May 2014
Silk Crafts Inc. May 2013 - August 2013
Undergraduate Research Opportunity Program September 2012 - June 2013
St. Francis Hospital June 2008 - August 2012
Skills
Analysis, Spanish, C++ Language, CSS, Python Language, Research, Microsoft Office, PowerPoint, Hindi, Fundraising, Marketing Strategy, HTML
Education
University of Michigan 2012 — 2016
Informatics & Economics Double Major, Senior
PwC May 2015 - Present
Merrill Lynch May 2014 - August 2014
Beyond Bounds February 2014 - May 2014
Silk Crafts Inc. May 2013 - August 2013
Undergraduate Research Opportunity Program September 2012 - June 2013
St. Francis Hospital June 2008 - August 2012
Skills
Analysis, Spanish, C++ Language, CSS, Python Language, Research, Microsoft Office, PowerPoint, Hindi, Fundraising, Marketing Strategy, HTML
Education
University of Michigan 2012 — 2016
Informatics & Economics Double Major, Senior
Nancy Leizman Nancy Leizman's Merrill Lynch Experience October 1986 - February 1989
Job Managing Director, Senior Vice President Investments at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
David Mehram David Mehram's Merrill Lynch Experience March 2000 - July 2003
Job Assistant Market Manager / First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
UBS Financial Services July 2003 - August 2008
Merrill Lynch March 2000 - July 2003
Handleman Company June 1996 - March 2000
Skills
Investments, Asset Allocation, Retirement Planning, 401(k) Rollovers
Education
University of Michigan 1991 — 1995
Wells Fargo Advisors, LLC August 2008 - Present
UBS Financial Services July 2003 - August 2008
Merrill Lynch March 2000 - July 2003
Handleman Company June 1996 - March 2000
Skills
Investments, Asset Allocation, Retirement Planning, 401(k) Rollovers
Education
University of Michigan 1991 — 1995
Leland Bybee Leland Bybee's Merrill Lynch Experience June 2010 - July 2010
Job Graduate Student at University of Michigan
Industry Research
Experience
University of Michigan September 2015 - Present
Fama-Miller Center September 2015 - Present
Fama-Miller Center September 2014 - August 2015
Fama-Miller Center June 2012 - September 2014
The University of Chicago October 2013 - June 2014
The University of Chicago September 2012 - June 2013
University of Chicago Booth School of Business September 2011 - June 2012
Center for Population Economics October 2010 - August 2011
Merrill Lynch June 2010 - July 2010
Skills
R, Stata, Matlab, Python, C++, CUDA, ArcGIS
Education
University of Michigan - Rackham Graduate School 2015 — 2017
Master’s Degree, Statistics
University of Chicago 2009 — 2013
BA, Economics
University of Michigan September 2015 - Present
Fama-Miller Center September 2015 - Present
Fama-Miller Center September 2014 - August 2015
Fama-Miller Center June 2012 - September 2014
The University of Chicago October 2013 - June 2014
The University of Chicago September 2012 - June 2013
University of Chicago Booth School of Business September 2011 - June 2012
Center for Population Economics October 2010 - August 2011
Merrill Lynch June 2010 - July 2010
Skills
R, Stata, Matlab, Python, C++, CUDA, ArcGIS
Education
University of Michigan - Rackham Graduate School 2015 — 2017
Master’s Degree, Statistics
University of Chicago 2009 — 2013
BA, Economics
Robert Steck Robert Steck's Merrill Lynch Experience September 2011 - September 2012
Job MBA Candidate at University of Michigan Ross School of Business
Industry Financial Services
Experience
Amazon May 2015 - August 2015
Cisco March 2015 - April 2015
SunTrust Bank September 2012 - August 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
Skills
Bloomberg, Portfolio Management, Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Asset Management, Alternative Investments, Investment Strategies, Strategy, Financial Modeling, Financial Analysis, Cross-functional Team..., Data Analysis, Leadership, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Amazon May 2015 - August 2015
Cisco March 2015 - April 2015
SunTrust Bank September 2012 - August 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
Skills
Bloomberg, Portfolio Management, Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Asset Management, Alternative Investments, Investment Strategies, Strategy, Financial Modeling, Financial Analysis, Cross-functional Team..., Data Analysis, Leadership, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Zach McMains Zach McMains's Merrill Lynch Experience May 2011 - August 2011
Job FSO Technical Advisory Consultant at EY
Industry Financial Services
Experience
EY September 2014 - Present
American Express June 2013 - August 2013
Progressive Metal Manufacturing Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
University of Michigan Men's Basketball September 2010 - April 2011
Cleveland Clinic June 2009 - August 2009
Skills
Solidworks, Six Sigma, SQL, Microsoft Excel, Microsoft Word, PowerPoint, Access, Agile & Waterfall..., Time Management, Lean Manufacturing, Data Analysis, Management, Analysis, Leadership, Microsoft Office
Education
University of Michigan 2010 — 2014
BSE, Industrial and Operations Engineering
Hawken School 2007 — 2010
EY September 2014 - Present
American Express June 2013 - August 2013
Progressive Metal Manufacturing Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
University of Michigan Men's Basketball September 2010 - April 2011
Cleveland Clinic June 2009 - August 2009
Skills
Solidworks, Six Sigma, SQL, Microsoft Excel, Microsoft Word, PowerPoint, Access, Agile & Waterfall..., Time Management, Lean Manufacturing, Data Analysis, Management, Analysis, Leadership, Microsoft Office
Education
University of Michigan 2010 — 2014
BSE, Industrial and Operations Engineering
Hawken School 2007 — 2010
KyungEun Kim, CFP ® KyungEun Kim, CFP ®'s Merrill Lynch Experience February 2007 - April 2009
Job Managing Director at Alpine Financial Services Group
Industry Financial Services
Experience
Guardian Life / Alpine Financial Services Group November 2013 - Present
Samsung Life Insurance July 2010 - December 2012
Merrill Lynch February 2007 - April 2009
New York Life Insurance Company December 2003 - May 2006
The Nielsen Company September 1999 - December 2003
Education
University of Michigan
Master, Applied Statistics
Guardian Life / Alpine Financial Services Group November 2013 - Present
Samsung Life Insurance July 2010 - December 2012
Merrill Lynch February 2007 - April 2009
New York Life Insurance Company December 2003 - May 2006
The Nielsen Company September 1999 - December 2003
Education
University of Michigan
Master, Applied Statistics
Matthew Kosovec's Merrill Lynch Experience May 2012 - August 2012
Job Consultant at West Monroe Partners
Industry Computer Software
Experience
West Monroe Partners August 2014 - Present
Royal Bank of Scotland May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Ariba May 2011 - August 2011
Pennsylvania Tennis Academy May 2010 - August 2010
Vitran Corporation Inc. May 2009 - August 2009
Acclamation Systems, Inc. May 2008 - August 2008
Skills
C++, Access, Microsoft Excel, Statistics, VBA, Data Analysis, Business Intelligence, RDBMS, SSIS, SQL, Financial Analysis, Financial Modeling, Matlab, Oracle, Big Data, SSAS, NoSQL, Customer Service, Microsoft Office, PowerPoint, Windows
Education
University of Michigan 2009 — 2014
Bachelor of Science, Electrical Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2014
Bachelor of Business Administration, Finance
West Monroe Partners August 2014 - Present
Royal Bank of Scotland May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Ariba May 2011 - August 2011
Pennsylvania Tennis Academy May 2010 - August 2010
Vitran Corporation Inc. May 2009 - August 2009
Acclamation Systems, Inc. May 2008 - August 2008
Skills
C++, Access, Microsoft Excel, Statistics, VBA, Data Analysis, Business Intelligence, RDBMS, SSIS, SQL, Financial Analysis, Financial Modeling, Matlab, Oracle, Big Data, SSAS, NoSQL, Customer Service, Microsoft Office, PowerPoint, Windows
Education
University of Michigan 2009 — 2014
Bachelor of Science, Electrical Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2014
Bachelor of Business Administration, Finance
Austin Hall's Merrill Lynch Experience January 2014 - September 2014
Job CPA Candidate
Industry Financial Services
Experience
IAC Group May 2015 - August 2015
Accounting Aid Society January 2015 - April 2015
Merrill Lynch January 2014 - September 2014
Costco Wholesale September 2010 - December 2013
Fonecta Oy June 2013 - August 2013
Automation Alley June 2012 - August 2012
Railmark Holdings Inc. September 2009 - September 2010
Raymond James Financial Inc. September 2009 - June 2010
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Project Management, Leadership, Public Speaking, Event Planning, Marketing, Communication Skills, Mac OS, Team Building, Income Tax, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master's Degree, Accounting
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Aalto School of Economics - Helsinki, Finland 2013 — 2013
Minor in Information Technology Management, Information Technology
IAC Group May 2015 - August 2015
Accounting Aid Society January 2015 - April 2015
Merrill Lynch January 2014 - September 2014
Costco Wholesale September 2010 - December 2013
Fonecta Oy June 2013 - August 2013
Automation Alley June 2012 - August 2012
Railmark Holdings Inc. September 2009 - September 2010
Raymond James Financial Inc. September 2009 - June 2010
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Project Management, Leadership, Public Speaking, Event Planning, Marketing, Communication Skills, Mac OS, Team Building, Income Tax, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master's Degree, Accounting
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Aalto School of Economics - Helsinki, Finland 2013 — 2013
Minor in Information Technology Management, Information Technology
Patt Talvanna Patt Talvanna's Merrill Lynch Experience June 2002 - September 2002
Job Infrastructure finance and policy specialist, focused in roads, energy and real estate
Industry Financial Services
Experience
KPMG US - Infrastructure Finance November 2010 - Present
The World Bank October 2005 - November 2009
Michigan House of Representatives January 2005 - June 2005
Ministry of Finance, Thailand May 2003 - September 2003
Merrill Lynch June 2002 - September 2002
Skills
Financial Analysis, Economics, Government, Infrastructure, Financial Modeling, Public/private..., Real Estate, Project Finance, Risk Analysis, Transportation, Urban Planning, Transportation Planning, State Government, Federal Government, Credit Rating, Cash Flow Lending, Energy, Ports, Transit-oriented..., bus rapid transit, Economic Development, Public Policy, Due Diligence, Policy, Emerging Markets, Investment Banking, International..., Policy Analysis
Education
University of Michigan 2001 — 2005
BA, Economics, Political Science
Virginia Polytechnic Institute and State University 2009 — 2010
MA, Regional and Urban Planning
International School of Bangkok 1994 — 2001
High School
KPMG US - Infrastructure Finance November 2010 - Present
The World Bank October 2005 - November 2009
Michigan House of Representatives January 2005 - June 2005
Ministry of Finance, Thailand May 2003 - September 2003
Merrill Lynch June 2002 - September 2002
Skills
Financial Analysis, Economics, Government, Infrastructure, Financial Modeling, Public/private..., Real Estate, Project Finance, Risk Analysis, Transportation, Urban Planning, Transportation Planning, State Government, Federal Government, Credit Rating, Cash Flow Lending, Energy, Ports, Transit-oriented..., bus rapid transit, Economic Development, Public Policy, Due Diligence, Policy, Emerging Markets, Investment Banking, International..., Policy Analysis
Education
University of Michigan 2001 — 2005
BA, Economics, Political Science
Virginia Polytechnic Institute and State University 2009 — 2010
MA, Regional and Urban Planning
International School of Bangkok 1994 — 2001
High School
Elan Sharoni Elan Sharoni's Merrill Lynch Experience May 2005 - August 2005
Job Vice President at NFP
Industry Financial Services
Experience
NFP March 2015 - Present
NFP July 2011 - February 2015
National Financial Partners July 2008 - July 2011
National Financial Partners May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Risk Management, Financial Services, Investments, Due Diligence, Private Equity, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BA, Economics
NFP March 2015 - Present
NFP July 2011 - February 2015
National Financial Partners July 2008 - July 2011
National Financial Partners May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Risk Management, Financial Services, Investments, Due Diligence, Private Equity, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BA, Economics
Rick MacGuidwin Rick MacGuidwin's Merrill Lynch Experience November 2005 - May 2006
Job Managing Partner at Capio Group
Industry Information Technology and Services
Experience
Capio Group October 2011 - Present
Accenture September 2010 - October 2011
Accenture May 2008 - September 2010
Electronic Data Systems May 2007 - April 2008
Electronic Data Systems May 2006 - March 2007
Merrill Lynch November 2005 - May 2006
Clareos September 2005 - April 2006
Electronic Data Systems May 2005 - September 2005
Electronic Data Systems June 2004 - September 2004
Skills
System Testing, Requirements Analysis, Business Requirements, Test Planning, Business Process..., SDLC, Requirements Gathering, Management Consulting, Business Process Design, Software Project..., Microsoft Excel, Strategic Planning, Project Planning, SQL, HTML, Visio, Requirements Management, Requirements..., Use Case Analysis, Software Design, Data Mining, Data Conversion, Test Management, User Acceptance Testing, Pension Administration, C++, MS Project, Quality Center, PMP, ClearCase, ClearQuest, Access, Lotus Notes, Outlook, Test Execution, Process Modeling, Databases, Quality Assurance, Data Modeling, Web Applications, Dimension, Software Documentation, Business Process Mapping, Business Process, Software Development, Project Management, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Finance & Business Information Technology
Capio Group October 2011 - Present
Accenture September 2010 - October 2011
Accenture May 2008 - September 2010
Electronic Data Systems May 2007 - April 2008
Electronic Data Systems May 2006 - March 2007
Merrill Lynch November 2005 - May 2006
Clareos September 2005 - April 2006
Electronic Data Systems May 2005 - September 2005
Electronic Data Systems June 2004 - September 2004
Skills
System Testing, Requirements Analysis, Business Requirements, Test Planning, Business Process..., SDLC, Requirements Gathering, Management Consulting, Business Process Design, Software Project..., Microsoft Excel, Strategic Planning, Project Planning, SQL, HTML, Visio, Requirements Management, Requirements..., Use Case Analysis, Software Design, Data Mining, Data Conversion, Test Management, User Acceptance Testing, Pension Administration, C++, MS Project, Quality Center, PMP, ClearCase, ClearQuest, Access, Lotus Notes, Outlook, Test Execution, Process Modeling, Databases, Quality Assurance, Data Modeling, Web Applications, Dimension, Software Documentation, Business Process Mapping, Business Process, Software Development, Project Management, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Finance & Business Information Technology
Christopher L. Jereb's Merrill Lynch Experience June 1995 - August 1995
Job CEO and CoFounder at Appgravity, Inc.
Industry Internet
Experience
Appgravity, Inc. December 2010 - Present
CG Holdings, Limited September 2006 - June 2011
Triple S Films July 2007 - July 2010
Whizz Education October 2005 - September 2007
Liquidity Services, Inc. January 2001 - November 2004
Kormendi \ Gardner Partners June 1996 - December 1999
Merrill Lynch June 1995 - August 1995
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Appgravity, Inc. December 2010 - Present
CG Holdings, Limited September 2006 - June 2011
Triple S Films July 2007 - July 2010
Whizz Education October 2005 - September 2007
Liquidity Services, Inc. January 2001 - November 2004
Kormendi \ Gardner Partners June 1996 - December 1999
Merrill Lynch June 1995 - August 1995
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Nil Barua's Merrill Lynch Experience January 2006 - April 2007
Job Retail Banking Sales at Best Bank
Industry Banking
Experience
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
Cassandra Lenahan Cassandra Lenahan's Merrill Lynch Experience 1993 - 1997
Job Experienced Marketing and Communications Professional
Industry Financial Services
Experience
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Alice Johnson, CRE Alice Johnson, CRE's Merrill Lynch Experience January 1986 - March 1997
Job Arbitrator at FINRA
Industry Real Estate
Experience
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Andrew Madsen Andrew Madsen's Merrill Lynch Experience May 2012 - July 2012
Job Financial Analyst, Toys"R"Us,Inc
Industry Financial Services
Experience
Toys"R"Us, Inc. Business Analyst InternNewgate Capital Partners, LLCMay 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Rollins College Summer Camp June 2011 - August 2011
Skills
Economics, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Equities, Fixed Income, Derivatives, Entrepreneurship, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Finance, Data Analysis, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Master of Management
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
Toys"R"Us, Inc. Business Analyst InternNewgate Capital Partners, LLCMay 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Rollins College Summer Camp June 2011 - August 2011
Skills
Economics, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Equities, Fixed Income, Derivatives, Entrepreneurship, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Finance, Data Analysis, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Master of Management
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
Cary Wieting, CPM® Cary Wieting, CPM®'s Merrill Lynch Experience October 2010 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney February 1983 - October 2010
Skills
Portfolio Management, Leadership
Education
Academy of Certified Portfolio Managers 2008 — 2009
Certified Portfolio Manager (CPM®)
University of Michigan 1975 — 1978
Bachelor of Science (B.S.), Pyschology
University of Vermont 1974 — 1975
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney February 1983 - October 2010
Skills
Portfolio Management, Leadership
Education
Academy of Certified Portfolio Managers 2008 — 2009
Certified Portfolio Manager (CPM®)
University of Michigan 1975 — 1978
Bachelor of Science (B.S.), Pyschology
University of Vermont 1974 — 1975
Susan Merrill Susan Merrill's Merrill Lynch Experience June 2006 - February 2007
Job CPA, MBA
Industry Accounting
Experience
Citadel LLC September 2013 - Present
The Dannon Company June 2012 - August 2012
Bank of America February 2007 - June 2011
Merrill Lynch June 2006 - February 2007
Skills
Accounting, Fund Accounting, Fund Administration, Relationship Management, Financial Analysis, Strategic Planning, Business Strategy, Financial Services, Finance, Analytics, Market Research, Competitive Analysis, Banking, Strategy, Forecasting, Marketing Strategy, Microsoft Excel, Emerging Markets, Financial Modeling, Budgets, Brand Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Villanova University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Citadel LLC September 2013 - Present
The Dannon Company June 2012 - August 2012
Bank of America February 2007 - June 2011
Merrill Lynch June 2006 - February 2007
Skills
Accounting, Fund Accounting, Fund Administration, Relationship Management, Financial Analysis, Strategic Planning, Business Strategy, Financial Services, Finance, Analytics, Market Research, Competitive Analysis, Banking, Strategy, Forecasting, Marketing Strategy, Microsoft Excel, Emerging Markets, Financial Modeling, Budgets, Brand Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Villanova University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Jake Bancino Jake Bancino's Merrill Lynch Experience May 2007 - August 2007
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
RTP Federal Credit Union June 2008 - April 2013
Merrill Lynch May 2007 - August 2007
Skills
Asset Managment, Liability Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Crystal Reports, SQL, Game Theory, Regression Analysis, Investments, Business Intelligence, Process Improvement, BABOK, Accounting, Mergers & Acquisitions, Asset Management, Risk Management, Finance, Leadership, Corporate Finance, Credit Unions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2008
BA, Economics
Fidelity Investments April 2013 - Present
RTP Federal Credit Union June 2008 - April 2013
Merrill Lynch May 2007 - August 2007
Skills
Asset Managment, Liability Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Crystal Reports, SQL, Game Theory, Regression Analysis, Investments, Business Intelligence, Process Improvement, BABOK, Accounting, Mergers & Acquisitions, Asset Management, Risk Management, Finance, Leadership, Corporate Finance, Credit Unions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2008
BA, Economics
Albert Wu Albert Wu's Merrill Lynch Experience August 2012 - December 2012
Job Financial Rep at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual - Ann Arbor May 2013 - Present
Quicken Loans July 2013 - September 2013
University of Michigan September 2012 - July 2013
Merrill Lynch August 2012 - December 2012
SprinkleBit Inc June 2012 - August 2012
Pangea World Service Team September 2010 - May 2012
i&I Mentor for America July 2011 - September 2011
PULSE Michigan September 2009 - May 2011
University of Michigan September 2010 - April 2011
Skills
Data Analysis, Research, PowerPoint, Statistics, Microsoft Office, Photoshop, Financial Analysis, Microsoft Excel, SPSS, Microsoft Word, Mandarin, Public Speaking, Business Strategy, Asset Managment, MySQL, Financial Accounting, Economic Modeling, Corporate Finance, Pricing Analysis, Sales, Sales Management, Financial Planning, Budget Management, Investment Advisory, Investment Strategies
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pacific American School 2007 — 2009
High School Diploma, GPA: 4.34
Northwestern Mutual - Ann Arbor May 2013 - Present
Quicken Loans July 2013 - September 2013
University of Michigan September 2012 - July 2013
Merrill Lynch August 2012 - December 2012
SprinkleBit Inc June 2012 - August 2012
Pangea World Service Team September 2010 - May 2012
i&I Mentor for America July 2011 - September 2011
PULSE Michigan September 2009 - May 2011
University of Michigan September 2010 - April 2011
Skills
Data Analysis, Research, PowerPoint, Statistics, Microsoft Office, Photoshop, Financial Analysis, Microsoft Excel, SPSS, Microsoft Word, Mandarin, Public Speaking, Business Strategy, Asset Managment, MySQL, Financial Accounting, Economic Modeling, Corporate Finance, Pricing Analysis, Sales, Sales Management, Financial Planning, Budget Management, Investment Advisory, Investment Strategies
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pacific American School 2007 — 2009
High School Diploma, GPA: 4.34
Michael Erenberg, PMP Michael Erenberg, PMP's Merrill Lynch Experience 2004 - 2005
Job Sr Business Analyst & Project Manager at HSBC Compliance
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
HSBC Compliance April 2014 - Present
Innovest October 2013 - December 2013
Knowledgent Group July 2012 - June 2013
TIAA-CREF December 2011 - July 2012
The Guardian Life Insurance Company of America May 2011 - January 2012
JPMorgan Chase December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
TIAA-CREF 2006 - 2008
Merrill Lynch 2004 - 2005
Skills
SDLC, Business Analysis, Visio, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Process Improvement, Business Process, Analysis, Project Management, Vendor Management, Databases, Quality Assurance, Data Warehousing, Testing, Software Documentation, Equities, Access, Requirements Analysis, PMO, Derivatives, SQL, MS Project, Integration, Software Project..., Risk Management, Gap Analysis, Banking, PowerPoint, Process Engineering, Corporate Actions, iGrafx
Education
University of Michigan 1979 — 1981
NA, General
Emek Hahula High School. Israel 1970 — 1974
High School Diploma
MassMutual Financial Group April 2015 - Present
HSBC Compliance April 2014 - Present
Innovest October 2013 - December 2013
Knowledgent Group July 2012 - June 2013
TIAA-CREF December 2011 - July 2012
The Guardian Life Insurance Company of America May 2011 - January 2012
JPMorgan Chase December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
TIAA-CREF 2006 - 2008
Merrill Lynch 2004 - 2005
Skills
SDLC, Business Analysis, Visio, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Process Improvement, Business Process, Analysis, Project Management, Vendor Management, Databases, Quality Assurance, Data Warehousing, Testing, Software Documentation, Equities, Access, Requirements Analysis, PMO, Derivatives, SQL, MS Project, Integration, Software Project..., Risk Management, Gap Analysis, Banking, PowerPoint, Process Engineering, Corporate Actions, iGrafx
Education
University of Michigan 1979 — 1981
NA, General
Emek Hahula High School. Israel 1970 — 1974
High School Diploma
Rupak Rajaram Rupak Rajaram's Merrill Lynch Experience January 2013 - August 2013
Job MBA Candidate at Johnson Graduate School of Management at Cornell University
Industry Financial Services
Experience
Johnson Graduate School of Management at Cornell University July 2015 - Present
SapiensDECISION August 2013 - July 2015
Merrill Lynch January 2013 - August 2013
Merrill Lynch July 2010 - January 2013
American Express 2009 - 2009
Solidica, Inc. June 2008 - August 2008
Skills
Electronic Trading, SQL, Trading, -SQL, Data Modeling, Data Analysis, Technology Integration, Technology Management, Decision Analysis, Decision Modeling, Trading Systems
Education
University of Michigan 2006 — 2010
Bachelors of Science In Engineering, Industrial and Operations Engineering
Johnson Graduate School of Management at Cornell University July 2015 - Present
SapiensDECISION August 2013 - July 2015
Merrill Lynch January 2013 - August 2013
Merrill Lynch July 2010 - January 2013
American Express 2009 - 2009
Solidica, Inc. June 2008 - August 2008
Skills
Electronic Trading, SQL, Trading, -SQL, Data Modeling, Data Analysis, Technology Integration, Technology Management, Decision Analysis, Decision Modeling, Trading Systems
Education
University of Michigan 2006 — 2010
Bachelors of Science In Engineering, Industrial and Operations Engineering
Dennis A. Espinoza's Merrill Lynch Experience June 2003 - August 2003
Job Senior Consultant at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting LLP February 2013 - Present
University of Michigan Ross School of Business August 2010 - May 2012
Deloitte Consulting LLP June 2010 - August 2010
Kiva Microfunds October 2009 - June 2010
Discover Financial Services June 2007 - October 2009
Discover Financial Services December 2005 - June 2007
Discover Financial Services December 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Business Strategy, Social Entrepreneurship, Analysis, Management, Research, Data Analysis, Analytics, Financial Analysis, Strategy, Competitive Analysis, Management Consulting, Market Research, Financial Modeling, Financial Services, Entrepreneurship, Economics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Wheaton College 2000 — 2005
Bachelor of Arts (B.A.)
MLT
Deloitte Consulting LLP February 2013 - Present
University of Michigan Ross School of Business August 2010 - May 2012
Deloitte Consulting LLP June 2010 - August 2010
Kiva Microfunds October 2009 - June 2010
Discover Financial Services June 2007 - October 2009
Discover Financial Services December 2005 - June 2007
Discover Financial Services December 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Business Strategy, Social Entrepreneurship, Analysis, Management, Research, Data Analysis, Analytics, Financial Analysis, Strategy, Competitive Analysis, Management Consulting, Market Research, Financial Modeling, Financial Services, Entrepreneurship, Economics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Wheaton College 2000 — 2005
Bachelor of Arts (B.A.)
MLT
Jill Schildkraut-Katz Jill Schildkraut-Katz's Merrill Lynch Experience February 2008 - October 2009
Job Managing Director at JP Morgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
Ellis Hamburger Ellis Hamburger's Merrill Lynch Experience September 2008 - December 2009
Job Communications at Snapchat, Inc.
Industry Online Media
Experience
Snapchat, Inc. December 2014 - Present
The Verge March 2012 - November 2014
The Business Insider March 2011 - February 2012
LEAD Magazine August 2010 - March 2011
Phi Chi Theta Business Fraternity December 2009 - December 2010
Merrill Lynch September 2008 - December 2009
State Street Self Storage May 2008 - September 2008
The Townsend Hotel May 2007 - September 2007
Urban Outfitters May 2006 - September 2006
Skills
Blogging, Mobile Applications, Facebook, Editing, Photoshop, Social Networking, iOS Apps, Mac Apps, Spotify, Twitter, Tumblr, iOS applications, Mac applications, Copy Editing, Digital Media, App Store, iOS, Mac OS, AP Style, WordPress
Education
University of Michigan 2007 — 2011
BA, English
Detroit Country Day School 2003 — 2007
Snapchat, Inc. December 2014 - Present
The Verge March 2012 - November 2014
The Business Insider March 2011 - February 2012
LEAD Magazine August 2010 - March 2011
Phi Chi Theta Business Fraternity December 2009 - December 2010
Merrill Lynch September 2008 - December 2009
State Street Self Storage May 2008 - September 2008
The Townsend Hotel May 2007 - September 2007
Urban Outfitters May 2006 - September 2006
Skills
Blogging, Mobile Applications, Facebook, Editing, Photoshop, Social Networking, iOS Apps, Mac Apps, Spotify, Twitter, Tumblr, iOS applications, Mac applications, Copy Editing, Digital Media, App Store, iOS, Mac OS, AP Style, WordPress
Education
University of Michigan 2007 — 2011
BA, English
Detroit Country Day School 2003 — 2007
Greg Predhomme Greg Predhomme's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies June 2015 - Present
Leerink Partners LLC June 2014 - August 2014
Nexecon Consulting Group September 2011 - June 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Talmer Bank & Trust, formerly First Michigan Bank May 2011 - September 2011
Service Systems Associates May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Financial Modeling, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Minor in Economics
University of Michigan 2010 — 2015
University of Detroit Jesuit High School 2006 — 2010
Jefferies June 2015 - Present
Leerink Partners LLC June 2014 - August 2014
Nexecon Consulting Group September 2011 - June 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Talmer Bank & Trust, formerly First Michigan Bank May 2011 - September 2011
Service Systems Associates May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Financial Modeling, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Minor in Economics
University of Michigan 2010 — 2015
University of Detroit Jesuit High School 2006 — 2010
Fulton Breen Fulton Breen's Merrill Lynch Experience 2003 - 2008
Job
Industry Education Management
Experience
Chapel Hill-Carrboro City Schools 2013 - 2014
J.P. Morgan October 2010 - February 2013
Wokai 2009 - 2010
Merrill Lynch 2003 - 2008
Education
University of Michigan - Rackham Graduate School 2014 — 2016
Master's Degree, Education Leadership & Policy
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
Williams College 1999 — 2003
BA, Economics
Chapel Hill-Carrboro City Schools 2013 - 2014
J.P. Morgan October 2010 - February 2013
Wokai 2009 - 2010
Merrill Lynch 2003 - 2008
Education
University of Michigan - Rackham Graduate School 2014 — 2016
Master's Degree, Education Leadership & Policy
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
Williams College 1999 — 2003
BA, Economics
Alex Chen Alex Chen's Merrill Lynch Experience June 2008 - August 2011
Job Junior Associate, GCM Syndications at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon April 2013 - August 2013
Shaxon Industries Inc. May 2012 - June 2012
Merrill Lynch June 2008 - August 2011
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Research, Chinese, PowerPoint, Analysis, Leadership, Business Strategy, Economics, Client Relations Skills, Sales, Data Analysis, Access, Market Research, Investments, Entrepreneurship, Management, Bloomberg, Bloomberg Terminal, Accounting, Microsoft Office, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Valencia High School 2007 — 2010
BNY Mellon April 2013 - August 2013
Shaxon Industries Inc. May 2012 - June 2012
Merrill Lynch June 2008 - August 2011
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Research, Chinese, PowerPoint, Analysis, Leadership, Business Strategy, Economics, Client Relations Skills, Sales, Data Analysis, Access, Market Research, Investments, Entrepreneurship, Management, Bloomberg, Bloomberg Terminal, Accounting, Microsoft Office, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Valencia High School 2007 — 2010
David Pisano's Merrill Lynch Experience June 2010 - August 2010
Job J.D. Candidate at University of Michigan Law School
Industry Legal Services
Experience
University of Michigan Law School Community & Economic Development Clinic May 2015 - August 2015
Michigan Unemployment Insurance Project September 2013 - December 2014
Mark Ouimet for State Representative 2012 - 2012
Domino's Pizza May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Renaissance Financial Group December 2008 - April 2010
Skills
Financial Analysis, Social Media, Financial Modeling, Real Estate, Event Planning, Fundraising, Social Networking, Economics, Customer Service, Time Management, Nonprofits, Teamwork, Legal Research
Education
University of Michigan Law School 2013 — 2015
J.D. Candidate
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Entrepreneurship
University of Michigan 2008 — 2012
University of Michigan Law School Community & Economic Development Clinic May 2015 - August 2015
Michigan Unemployment Insurance Project September 2013 - December 2014
Mark Ouimet for State Representative 2012 - 2012
Domino's Pizza May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Renaissance Financial Group December 2008 - April 2010
Skills
Financial Analysis, Social Media, Financial Modeling, Real Estate, Event Planning, Fundraising, Social Networking, Economics, Customer Service, Time Management, Nonprofits, Teamwork, Legal Research
Education
University of Michigan Law School 2013 — 2015
J.D. Candidate
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Entrepreneurship
University of Michigan 2008 — 2012
Bonnie Wrobel Bonnie Wrobel's Merrill Lynch Experience 1987 - 2003
Job "Super" Model for Ragaza
Industry Leisure, Travel & Tourism
Experience
Retired and enjoying life Financial AdvisorEdward Jones2003 - 2006
Merrill Lynch 1987 - 2003
Skills
Team Building, Customer Service, Sales Management, Nonprofits, Public Speaking, Coaching, Small Business, Social Media, Marketing Strategy, Negotiation, Leadership, Marketing
Education
University of Michigan 1969 — 1970
Attended, Basic studies
Univ of Michigan 1966 — 1968
attended
Retired and enjoying life Financial AdvisorEdward Jones2003 - 2006
Merrill Lynch 1987 - 2003
Skills
Team Building, Customer Service, Sales Management, Nonprofits, Public Speaking, Coaching, Small Business, Social Media, Marketing Strategy, Negotiation, Leadership, Marketing
Education
University of Michigan 1969 — 1970
Attended, Basic studies
Univ of Michigan 1966 — 1968
attended
Bonnie Kwong Bonnie Kwong's Merrill Lynch Experience June 1995 - June 1996
Job RoR Developer at DailyKos
Industry Internet
Experience
DailyKos July 2014 - Present
Higher Circle August 2013 - May 2014
Blazing Cloud June 2012 - June 2013
SocialChorus 2013 - 2013
Hamamatsu June 2009 - June 2012
Grand Circle Corporation June 1999 - September 2001
VideoSnap (acquired by Citigroup) May 1998 - April 1999
Relavis Corporation March 1997 - May 1998
Ergotech September 1996 - March 1997
Merrill Lynch June 1995 - June 1996
Skills
Ruby on Rails, Ruby, RSpec, Capybara, Cucumber, RubyMine, Heroku, Pivotal Tracker, Agile Web Development, Web 2.0 Development, Web App, CSS, CSS Javascript
Education
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Comparative Literature & Economics
DailyKos July 2014 - Present
Higher Circle August 2013 - May 2014
Blazing Cloud June 2012 - June 2013
SocialChorus 2013 - 2013
Hamamatsu June 2009 - June 2012
Grand Circle Corporation June 1999 - September 2001
VideoSnap (acquired by Citigroup) May 1998 - April 1999
Relavis Corporation March 1997 - May 1998
Ergotech September 1996 - March 1997
Merrill Lynch June 1995 - June 1996
Skills
Ruby on Rails, Ruby, RSpec, Capybara, Cucumber, RubyMine, Heroku, Pivotal Tracker, Agile Web Development, Web 2.0 Development, Web App, CSS, CSS Javascript
Education
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Comparative Literature & Economics
Jeffrey Lavine Jeffrey Lavine's Merrill Lynch Experience June 2012 - August 2012
Job Incoming Unilever Future Leader Programme Marketing Management Trainee
Industry Marketing and Advertising
Experience
Unilever June 2014 - Present
Unilever May 2013 - Present
University of Michigan January 2012 - Present
Microsoft January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Calvet Consulting Group August 2011 - June 2012
Graham Institute of Sustainability January 2012 - May 2012
Beijing Architectural Studio Enterprises May 2011 - August 2011
Sparkeo January 2011 - April 2011
Dallas White Rock Marathon December 2006 - December 2009
Skills
Team Leadership, Business Strategy, Microsoft Office, Public Speaking, Brand Management, Social Media Marketing, Management Consulting, Event Planning, Sustainable Business..., Management, Marketing, Social Media, Data Analysis
Education
University of Michigan 2010 — 2014
Program in the Enviroment, International Sustainable Corporate Strategy and Systems Thinking
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration, Business
Vysoká škola manažmentu 2012 — 2012
Central European Economics, Foreign Investment and Entry, Central European Business Politics
WHU-Otto Beisheim School of Management 2012 — 2012
European Marketing, European Monetary Union, European Economic Integration, Cultural Communication
Unilever June 2014 - Present
Unilever May 2013 - Present
University of Michigan January 2012 - Present
Microsoft January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Calvet Consulting Group August 2011 - June 2012
Graham Institute of Sustainability January 2012 - May 2012
Beijing Architectural Studio Enterprises May 2011 - August 2011
Sparkeo January 2011 - April 2011
Dallas White Rock Marathon December 2006 - December 2009
Skills
Team Leadership, Business Strategy, Microsoft Office, Public Speaking, Brand Management, Social Media Marketing, Management Consulting, Event Planning, Sustainable Business..., Management, Marketing, Social Media, Data Analysis
Education
University of Michigan 2010 — 2014
Program in the Enviroment, International Sustainable Corporate Strategy and Systems Thinking
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration, Business
Vysoká škola manažmentu 2012 — 2012
Central European Economics, Foreign Investment and Entry, Central European Business Politics
WHU-Otto Beisheim School of Management 2012 — 2012
European Marketing, European Monetary Union, European Economic Integration, Cultural Communication
Brittany Poston Brittany Poston's Merrill Lynch Experience July 2011 - Present
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2010 - September 2010
Skills
Retirement Planning
Education
University of Michigan 2007 — 2011
B.A., Sociology
Merrill Lynch July 2011 - Present
Merrill Lynch May 2010 - September 2010
Skills
Retirement Planning
Education
University of Michigan 2007 — 2011
B.A., Sociology
Nick Liveris's Merrill Lynch Experience July 2007 - July 2009
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2012 - Present
McKinsey & Company May 2011 - August 2011
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2006 - July 2007
Skills
Financial Modeling, Investment Banking, Emerging Markets, Financial Analysis, Alternative Investments, Private Equity, Valuation, Corporate Finance, Due Diligence, Corporate Development
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
University of Michigan 2002 — 2006
B.A., Economics
McKinsey & Company September 2012 - Present
McKinsey & Company May 2011 - August 2011
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2006 - July 2007
Skills
Financial Modeling, Investment Banking, Emerging Markets, Financial Analysis, Alternative Investments, Private Equity, Valuation, Corporate Finance, Due Diligence, Corporate Development
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
University of Michigan 2002 — 2006
B.A., Economics
Pankaj Kulkarni Pankaj Kulkarni's Merrill Lynch Experience June 2007 - July 2009
Job Presales Solution Architect @ Dimension Data
Industry Computer Networking
Experience
Dimension Data September 2012 - Present
Wipro Technologies August 2009 - September 2012
Merrill Lynch June 2007 - July 2009
ExterNetworks Inc June 2007 - July 2009
Datacraft India, A Dimension Data Company December 2005 - April 2007
HCL Comnet Ltd October 2003 - December 2005
HCL Technologies 2003 - 2005
GTL Limited July 2000 - October 2003
Skills
MPLS, Switching, Data Center, Pre-sales, Integration, Solution Architecture, Service Delivery, Cisco Technologies, Managed Services, ITIL, Unified Communications, Solution Selling, SPIN Selling, Enterprise Mobility, Cloud Computing, System Deployment, Vendor Management, Network Design, VMware, Security, Network Architecture, Enterprise Software, Switches, Network Security, Networking, Routing, Telecommunications, CCNA, CRM, VoIP
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Mumbai 1996 — 2000
Bachelor in Engineering, Computer Science
Dimension Data September 2012 - Present
Wipro Technologies August 2009 - September 2012
Merrill Lynch June 2007 - July 2009
ExterNetworks Inc June 2007 - July 2009
Datacraft India, A Dimension Data Company December 2005 - April 2007
HCL Comnet Ltd October 2003 - December 2005
HCL Technologies 2003 - 2005
GTL Limited July 2000 - October 2003
Skills
MPLS, Switching, Data Center, Pre-sales, Integration, Solution Architecture, Service Delivery, Cisco Technologies, Managed Services, ITIL, Unified Communications, Solution Selling, SPIN Selling, Enterprise Mobility, Cloud Computing, System Deployment, Vendor Management, Network Design, VMware, Security, Network Architecture, Enterprise Software, Switches, Network Security, Networking, Routing, Telecommunications, CCNA, CRM, VoIP
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Mumbai 1996 — 2000
Bachelor in Engineering, Computer Science
EunEe Gibson EunEe Gibson's Merrill Lynch Experience 1999 - 2000
Job at RollsRoyce North America
Industry Aviation & Aerospace
Experience
Rolls-Royce North America 2008 - Present
Northrop Grumman March 2007 - June 2008
Consumer Electronics Association 2005 - 2007
Capital Group Companies 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Strategy
Education
University of Michigan 2003 — 2004
MSW
Western Washington University
BA, American Cultural Studies
Rolls-Royce North America 2008 - Present
Northrop Grumman March 2007 - June 2008
Consumer Electronics Association 2005 - 2007
Capital Group Companies 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Strategy
Education
University of Michigan 2003 — 2004
MSW
Western Washington University
BA, American Cultural Studies
Megan Waldvogel Megan Waldvogel's Merrill Lynch Experience May 2012 - August 2012
Job Firmwide Strategy Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Karen Yelick Karen Yelick's Merrill Lynch Experience July 1998 - December 2008
Job CEO at Indego Africa
Industry Nonprofit Organization Management
Experience
Indego Africa January 2014 - Present
Indego Africa March 2012 - December 2013
Bank of America Merrill Lynch January 2009 - May 2011
Merrill Lynch July 1998 - December 2008
Merrill Lynch May 1987 - June 1998
Education
University of Michigan
Bachelor's degree, History/Political Science/Economics
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Indego Africa January 2014 - Present
Indego Africa March 2012 - December 2013
Bank of America Merrill Lynch January 2009 - May 2011
Merrill Lynch July 1998 - December 2008
Merrill Lynch May 1987 - June 1998
Education
University of Michigan
Bachelor's degree, History/Political Science/Economics
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Colin Coelho Colin Coelho's Merrill Lynch Experience June 2011 - August 2011
Job Associate at Kaufman Hall
Industry Management Consulting
Experience
Kaufman Hall July 2015 - Present
Accenture September 2013 - June 2015
Goldman Sachs June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Vdoc Software June 2010 - August 2010
Sidley Austin LLP June 2008 - December 2009
Skills
Equities, Organizational Design, Stakeholder Management, Business Strategy, Business Analysis, Bloomberg Terminal, Investment Strategies, Business Process Design, Data Analysis, Due Diligence, Change Management, Market Research, Portfolio Management, French, Policy Analysis, Bonds, Alternative Investments, ETFs, Structured Products, Project Management, Strategy
Education
University of Michigan 2009 — 2013
B.A., Political Science
Lycée Français de Chicago 2005 — 2009
Baccalauréat économique et social, Option Internationale, Spécialité Maths
Kaufman Hall July 2015 - Present
Accenture September 2013 - June 2015
Goldman Sachs June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Vdoc Software June 2010 - August 2010
Sidley Austin LLP June 2008 - December 2009
Skills
Equities, Organizational Design, Stakeholder Management, Business Strategy, Business Analysis, Bloomberg Terminal, Investment Strategies, Business Process Design, Data Analysis, Due Diligence, Change Management, Market Research, Portfolio Management, French, Policy Analysis, Bonds, Alternative Investments, ETFs, Structured Products, Project Management, Strategy
Education
University of Michigan 2009 — 2013
B.A., Political Science
Lycée Français de Chicago 2005 — 2009
Baccalauréat économique et social, Option Internationale, Spécialité Maths
James M MacLachlan, CFP® James M MacLachlan, CFP®'s Merrill Lynch Experience 1983 - 2010
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2010 - Present
Merrill Lynch 1983 - 2010
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Estate Planning, Investments, Strategic Financial..., Investment Management
Education
University of Michigan 1967 — 1971
BA, Economics
University of Michigan 1967 — 1971
Bachelor's degree, Economics
Robert W. Baird & Co. October 2010 - Present
Merrill Lynch 1983 - 2010
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Estate Planning, Investments, Strategic Financial..., Investment Management
Education
University of Michigan 1967 — 1971
BA, Economics
University of Michigan 1967 — 1971
Bachelor's degree, Economics
Y. Jamie Mistry Y. Jamie Mistry's Merrill Lynch Experience November 1992 - June 2000
Job First Vice President Wealth Management & Portfolio Manager
Industry Financial Services
Experience
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley Wealth Management July 2000 - March 2009
Merrill Lynch November 1992 - June 2000
Education
University of Michigan
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley Wealth Management July 2000 - March 2009
Merrill Lynch November 1992 - June 2000
Education
University of Michigan
Karen Anderson's Merrill Lynch Experience February 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2004 - Present
Allrecipes August 2000 - October 2003
Procter & Gamble July 1983 - June 2000
Skills
Estate Planning
Education
Indian Hill
University of Michigan
Bachelor of Arts (B.A.), Economics
Merrill Lynch February 2004 - Present
Allrecipes August 2000 - October 2003
Procter & Gamble July 1983 - June 2000
Skills
Estate Planning
Education
Indian Hill
University of Michigan
Bachelor of Arts (B.A.), Economics
Brennan Krengel Brennan Krengel's Merrill Lynch Experience 2003 - 2006
Job Regional Insurance Consultant
Industry Financial Services
Experience
Comerica Securities Inc June 2015 - Present
Osiwala Financial Group & NPC April 2013 - Present
Insurance Designers January 2011 - November 2012
JKM 2009 - 2011
JPMorgan Chase June 2007 - November 2009
Merrill Lynch 2003 - 2006
Skills
Life Insurance, Investment Management, Series 7, Investment Advisory, Long-term Care
Education
University of Michigan 1998 — 2001
B.B.A., Finance
Comerica Securities Inc June 2015 - Present
Osiwala Financial Group & NPC April 2013 - Present
Insurance Designers January 2011 - November 2012
JKM 2009 - 2011
JPMorgan Chase June 2007 - November 2009
Merrill Lynch 2003 - 2006
Skills
Life Insurance, Investment Management, Series 7, Investment Advisory, Long-term Care
Education
University of Michigan 1998 — 2001
B.B.A., Finance
Fred Howard's Merrill Lynch Experience February 1994 - June 1998
Job Vice President Marketing at KingsIsle Entertainment
Industry Entertainment
Experience
KingsIsle Entertainment January 2008 - Present
Hoover's - a D&B Company June 2005 - December 2007
Dell, Inc. February 2001 - June 2005
Diamond Management and Technology Consultant August 2000 - February 2001
Merrill Lynch February 1994 - June 1998
Skills
Product Management, Marketing, Product Marketing, Online Advertising, Demand Generation, New Business Development, Analytics, Product Development, Mobile Devices, Lead Generation, Strategic Partnerships, Multi-channel Marketing, Business Development, Marketing Strategy, Digital Marketing, Start-ups, Online Marketing, Go-to-market Strategy, Customer Acquisition, Business Strategy, Social Media Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Yale University 1989 — 1993
Bachelor of Science (B.S.), Chemistry
Huron High School
KingsIsle Entertainment January 2008 - Present
Hoover's - a D&B Company June 2005 - December 2007
Dell, Inc. February 2001 - June 2005
Diamond Management and Technology Consultant August 2000 - February 2001
Merrill Lynch February 1994 - June 1998
Skills
Product Management, Marketing, Product Marketing, Online Advertising, Demand Generation, New Business Development, Analytics, Product Development, Mobile Devices, Lead Generation, Strategic Partnerships, Multi-channel Marketing, Business Development, Marketing Strategy, Digital Marketing, Start-ups, Online Marketing, Go-to-market Strategy, Customer Acquisition, Business Strategy, Social Media Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Yale University 1989 — 1993
Bachelor of Science (B.S.), Chemistry
Huron High School
Graham Godwin's Merrill Lynch Experience May 2015 - August 2015
Job Student at the University of Michigan, Advertising Consultant at The Michigan Daily
Industry
Experience
Merrill Lynch May 2015 - August 2015
Blue Line Pizza May 2014 - August 2014
Blue Line Pizza March 2014 - May 2014
US Club Soccer February 2008 - February 2014
Skills
Team Leadership, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Teamwork, Journalism, Leadership, Social Networking, Fundraising, Social Media, PowerPoint, Event Planning, Facebook
Education
University of Michigan 2014 — 2018
Sophomore
Carlmont High School 2010 — 2014
High School
Merrill Lynch May 2015 - August 2015
Blue Line Pizza May 2014 - August 2014
Blue Line Pizza March 2014 - May 2014
US Club Soccer February 2008 - February 2014
Skills
Team Leadership, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Teamwork, Journalism, Leadership, Social Networking, Fundraising, Social Media, PowerPoint, Event Planning, Facebook
Education
University of Michigan 2014 — 2018
Sophomore
Carlmont High School 2010 — 2014
High School
Ryan Luck's Merrill Lynch Experience April 2014 - June 2014
Job Student at the University of Michigan
Industry Financial Services
Experience
Ann Arbaugh December 2014 - Present
Eastdil Secured May 2015 - August 2015
Odyssey Search Partners Inc. June 2014 - August 2014
Merrill Lynch April 2014 - June 2014
Bar2Bar Transportation October 2012 - May 2014
Skills
People Skills, Market Research, Marketing, Leadership, Business Strategy, Entrepreneurship, Business Development, Start-ups, Financial Analysis, Sales, Real Estate, Real Estate Transactions, Commercial Real Estate, Fitness Training, Outstanding...
Education
University of Michigan 2012 — 2016
Entrepreneurship/Entrepreneurial Studies
Pine Crest School 2008 — 2012
High School, 4.07
Ann Arbaugh December 2014 - Present
Eastdil Secured May 2015 - August 2015
Odyssey Search Partners Inc. June 2014 - August 2014
Merrill Lynch April 2014 - June 2014
Bar2Bar Transportation October 2012 - May 2014
Skills
People Skills, Market Research, Marketing, Leadership, Business Strategy, Entrepreneurship, Business Development, Start-ups, Financial Analysis, Sales, Real Estate, Real Estate Transactions, Commercial Real Estate, Fitness Training, Outstanding...
Education
University of Michigan 2012 — 2016
Entrepreneurship/Entrepreneurial Studies
Pine Crest School 2008 — 2012
High School, 4.07
Jay Ravani Jay Ravani's Merrill Lynch Experience May 2006 - February 2007
Job Director, Client Success at Instaply, Inc.
Industry Information Technology and Services
Experience
Instaply, Inc. September 2015 - Present
Cisco February 2015 - September 2015
Cisco Cloud Networking Group November 2012 - February 2015
Fisher Investments August 2011 - November 2012
Fisher Investments February 2010 - August 2011
Fisher Investments July 2007 - February 2010
Merrill Lynch May 2006 - February 2007
Citigroup May 2005 - August 2005
Skills
Financial Analysis, Sales, Salesforce.com, Asset Management, Direct Sales, Sales Management, Financial Modeling, Equities, Data Analysis, Bloomberg, Fixed Income, Client Relations, Client Relationships..., Project Management, Research, Portfolio Performance..., Team Leadership, Cloud Computing, Strategy, Business Development, New Business Development, Investments, Portfolio Management, Start-ups, Marketing
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
Instaply, Inc. September 2015 - Present
Cisco February 2015 - September 2015
Cisco Cloud Networking Group November 2012 - February 2015
Fisher Investments August 2011 - November 2012
Fisher Investments February 2010 - August 2011
Fisher Investments July 2007 - February 2010
Merrill Lynch May 2006 - February 2007
Citigroup May 2005 - August 2005
Skills
Financial Analysis, Sales, Salesforce.com, Asset Management, Direct Sales, Sales Management, Financial Modeling, Equities, Data Analysis, Bloomberg, Fixed Income, Client Relations, Client Relationships..., Project Management, Research, Portfolio Performance..., Team Leadership, Cloud Computing, Strategy, Business Development, New Business Development, Investments, Portfolio Management, Start-ups, Marketing
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
Joe Crim's Merrill Lynch Experience May 2013 - August 2013
Job Infrastructure Solutions Consultant
Industry Newspapers
Experience
Oracle June 2015 - Present
Oracle 2015 - 2015
Governmental Consultant Services Inc. May 2014 - August 2014
The Michigan Daily September 2011 - February 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Word, Customer Service, Social Networking, Event Planning, Research, Advertising, Astrology, Time Management, Social Media Marketing, Sales, Public Speaking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
Oracle June 2015 - Present
Oracle 2015 - 2015
Governmental Consultant Services Inc. May 2014 - August 2014
The Michigan Daily September 2011 - February 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Word, Customer Service, Social Networking, Event Planning, Research, Advertising, Astrology, Time Management, Social Media Marketing, Sales, Public Speaking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
Amisha Kaura Amisha Kaura's Merrill Lynch Experience June 2002 - August 2004
Job Director, American Express OPEN
Industry Financial Services
Experience
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
Jeffrey Iles's Merrill Lynch Experience July 2011 - August 2012
Job Political Sciences and English UM Student
Industry Higher Education
Experience
Peters for Michigan May 2014 - August 2014
Office of State Senator Rebekah Warren September 2013 - December 2013
Shinners & Cook Attorneys May 2013 - August 2013
Merrill Lynch July 2011 - August 2012
Leaky, Inc February 2007 - February 2009
Skills
Political Science, Political Campaigns, Microsoft Word, Microsoft Office, Microsoft Excel, Adobe Design Programs, Leadership, Information Technology, Technical Support
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Political Science and English Language and Literature, Sophomore
Peters for Michigan May 2014 - August 2014
Office of State Senator Rebekah Warren September 2013 - December 2013
Shinners & Cook Attorneys May 2013 - August 2013
Merrill Lynch July 2011 - August 2012
Leaky, Inc February 2007 - February 2009
Skills
Political Science, Political Campaigns, Microsoft Word, Microsoft Office, Microsoft Excel, Adobe Design Programs, Leadership, Information Technology, Technical Support
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Political Science and English Language and Literature, Sophomore
Gregory Dawley Gregory Dawley's Merrill Lynch Experience May 2003 - June 2008
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
Chuck Whitman Chuck Whitman's Merrill Lynch Experience 1985 - 1991
Job Managing Director
Industry Financial Services
Experience
Oscar Gruss April 1999 - Present
TD Bank Group 1994 - 1999
Merrill Lynch 1985 - 1991
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Series 7, Trading, Portfolio Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, General
University School
University of Michigan
BBA, Accounting and Finance
Oscar Gruss April 1999 - Present
TD Bank Group 1994 - 1999
Merrill Lynch 1985 - 1991
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Series 7, Trading, Portfolio Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, General
University School
University of Michigan
BBA, Accounting and Finance
Lee Feldman's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at Waterstone Management Group
Industry Management Consulting
Experience
Waterstone Management Group September 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Broder & Sachse Real Estate Services December 2009 - August 2010
Winter Walden Ski Club December 2008 - March 2010
Skills
Economics, Investment Strategies, Leadership, Equities, Portfolio Management, Investments, Spanish, Mutual Funds, Valuation, Financial Accounting, Access, Fixed Income, Asset Allocation, Wealth Management, Professional Writing, Microsoft Office, PowerPoint, Strategy, Microsoft Excel
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
West Bloomfield High School 2006 — 2010
Waterstone Management Group September 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Broder & Sachse Real Estate Services December 2009 - August 2010
Winter Walden Ski Club December 2008 - March 2010
Skills
Economics, Investment Strategies, Leadership, Equities, Portfolio Management, Investments, Spanish, Mutual Funds, Valuation, Financial Accounting, Access, Fixed Income, Asset Allocation, Wealth Management, Professional Writing, Microsoft Office, PowerPoint, Strategy, Microsoft Excel
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
West Bloomfield High School 2006 — 2010
Jack Miller's Merrill Lynch Experience May 2014 - August 2014
Job Regional Sales Manager at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners July 2015 - Present
University of Michigan June 2011 - June 2015
Merrill Lynch May 2014 - August 2014
American Interiors April 2011 - July 2011
Skills
Sales, Public Speaking, Social Media, Political Science, Sports, Community Outreach, Leadership, Athletics, Public Relations, Politics, Event Planning
Education
University of Michigan 2011 — 2015
Bachelor's degree, Political Science- Sales & Marketing
St. John's Jesuit High School 2009 — 2011
Saybrus Partners July 2015 - Present
University of Michigan June 2011 - June 2015
Merrill Lynch May 2014 - August 2014
American Interiors April 2011 - July 2011
Skills
Sales, Public Speaking, Social Media, Political Science, Sports, Community Outreach, Leadership, Athletics, Public Relations, Politics, Event Planning
Education
University of Michigan 2011 — 2015
Bachelor's degree, Political Science- Sales & Marketing
St. John's Jesuit High School 2009 — 2011
Eric Hoang's Merrill Lynch Experience May 2012 - August 2012
Job Analyst, Business Optimization at Herbalife
Industry Health, Wellness and Fitness
Experience
Herbalife March 2014 - Present
Pacific Mercantile Bank May 2013 - February 2014
University of Michigan Health System September 2011 - April 2013
Merrill Lynch May 2012 - August 2012
Ameriprise Financial Services, Inc. December 2010 - August 2011
Skills
PowerPoint, Investments, Finance, Microsoft Excel, Mandarin, Microsoft Office, Spanish, Asset Management, Microsoft Word, Accounting, Public Speaking, Social Media, Social Media Marketing, Research, Event Planning, Social Networking, Fundraising, Customer Service, Sales, Public Relations, Management, Team Leadership, Facebook, SAP, Marketing
Education
University of Michigan
Bachelor of Arts (BA), Economics
Herbalife March 2014 - Present
Pacific Mercantile Bank May 2013 - February 2014
University of Michigan Health System September 2011 - April 2013
Merrill Lynch May 2012 - August 2012
Ameriprise Financial Services, Inc. December 2010 - August 2011
Skills
PowerPoint, Investments, Finance, Microsoft Excel, Mandarin, Microsoft Office, Spanish, Asset Management, Microsoft Word, Accounting, Public Speaking, Social Media, Social Media Marketing, Research, Event Planning, Social Networking, Fundraising, Customer Service, Sales, Public Relations, Management, Team Leadership, Facebook, SAP, Marketing
Education
University of Michigan
Bachelor of Arts (BA), Economics
Archie Deese Archie Deese's Merrill Lynch Experience January 1994 - December 1995
Job Owner at The Paint Doctor
Industry Construction
Experience
The Paint Doctor, Inc. 1999 - Present
Merrill Lynch January 1994 - December 1995
Skills
Painting, Renovation, Bathrooms, Residential Homes, Real Estate, Project Management, Cabinetry, Paint, Contractors, Pressure Washing, Custom Homes, Interior Design, Builders, Restoration, Construction, Decks, Contract Negotiation, Finish, Home Improvement, Siding, Furniture, Carpentry, House, Small Business, Roofers, Space planning, Wallpaper
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
The Paint Doctor, Inc. 1999 - Present
Merrill Lynch January 1994 - December 1995
Skills
Painting, Renovation, Bathrooms, Residential Homes, Real Estate, Project Management, Cabinetry, Paint, Contractors, Pressure Washing, Custom Homes, Interior Design, Builders, Restoration, Construction, Decks, Contract Negotiation, Finish, Home Improvement, Siding, Furniture, Carpentry, House, Small Business, Roofers, Space planning, Wallpaper
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Philip Bolton Philip Bolton's Merrill Lynch Experience May 2012 - August 2012
Job
Industry Financial Services
Experience
Deloitte Consulting LLP August 2014 - Present
Life Technologies June 2013 - August 2013
Huron Capital Partners May 2013 - June 2013
Merrill Lynch May 2012 - August 2012
Ford Motor Company May 2011 - September 2011
Bolton Lawn Service January 2002 - September 2010
Skills
Market Research, Microsoft Excel, Financial Analysis, Business Strategy, Financial Modeling, Data Analysis, PowerPoint, Entrepreneurship, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA
Wylie E. Groves High School 2006 — 2010
Deloitte Consulting LLP August 2014 - Present
Life Technologies June 2013 - August 2013
Huron Capital Partners May 2013 - June 2013
Merrill Lynch May 2012 - August 2012
Ford Motor Company May 2011 - September 2011
Bolton Lawn Service January 2002 - September 2010
Skills
Market Research, Microsoft Excel, Financial Analysis, Business Strategy, Financial Modeling, Data Analysis, PowerPoint, Entrepreneurship, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA
Wylie E. Groves High School 2006 — 2010
Geoffrey Brown, CFP®, CRPC® Geoffrey Brown, CFP®, CRPC®'s Merrill Lynch Experience 2005 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Smith Barney 2001 - 2005
Weichert Realtors 1986 - 2001
Skills
Mutual Funds, Investments, Strategic Financial..., Series 65, Series 63, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State...
Education
Columbia Univeristy Graduate School of Business 1972 — 1973
MBA, Accounting
University of Michigan 1965 — 1970
BA, English Literature
Merrill Lynch 2005 - Present
Smith Barney 2001 - 2005
Weichert Realtors 1986 - 2001
Skills
Mutual Funds, Investments, Strategic Financial..., Series 65, Series 63, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State...
Education
Columbia Univeristy Graduate School of Business 1972 — 1973
MBA, Accounting
University of Michigan 1965 — 1970
BA, English Literature
Alison Scherr Alison Scherr's Merrill Lynch Experience June 2012 - August 2012
Job Private Banking Analyst at Citi
Industry
Experience
Citi April 2014 - Present
Citi June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Investments, Wealth Management, Private Banking, Credit Derivatives, Middle Office, Leadership, Data Analysis, Management, Analysis
Education
University of Michigan 2011 — 2014
Bachelor of Arts (BA), Organizational Studies and Business, 3.91
Citi April 2014 - Present
Citi June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Investments, Wealth Management, Private Banking, Credit Derivatives, Middle Office, Leadership, Data Analysis, Management, Analysis
Education
University of Michigan 2011 — 2014
Bachelor of Arts (BA), Organizational Studies and Business, 3.91
David Cortes-Olivares David Cortes-Olivares's Merrill Lynch Experience September 2011 - November 2011
Job Specialist Finance Accounting at BHP Billiton
Industry Automotive
Experience
BHP Billiton August 2014 - Present
Autoliv October 2012 - April 2014
Behr America April 2012 - September 2012
Merrill Lynch September 2011 - November 2011
University of Michigan January 2009 - May 2011
Skills
Economics, Spanish, SAP, Stata, Bilingual, PowerPoint, Research, Microsoft Excel, Program Evaluation, Public Speaking, Finance, Data Analysis, Nonprofits, Community Outreach, Microsoft Word
Education
Wayne State University 2011 — 2013
Master's degree, International Economics and Global Markets
University of Michigan 2007 — 2011
Bachelor's degree, Economics
BHP Billiton August 2014 - Present
Autoliv October 2012 - April 2014
Behr America April 2012 - September 2012
Merrill Lynch September 2011 - November 2011
University of Michigan January 2009 - May 2011
Skills
Economics, Spanish, SAP, Stata, Bilingual, PowerPoint, Research, Microsoft Excel, Program Evaluation, Public Speaking, Finance, Data Analysis, Nonprofits, Community Outreach, Microsoft Word
Education
Wayne State University 2011 — 2013
Master's degree, International Economics and Global Markets
University of Michigan 2007 — 2011
Bachelor's degree, Economics
Felice Schmertzler's Merrill Lynch Experience March 2011 - March 2013
Job Associate, PwC Management Consulting
Industry Financial Services
Experience
PwC June 2013 - Present
Phi Chi Theta Business Fraternity December 2012 - December 2013
Merrill Lynch March 2011 - March 2013
Goldman Sachs 2012 - August 2012
University of Michigan Health System October 2010 - March 2011
Skills
Microsoft Office, Data Analysis, Public Speaking, Problem Solving, Written Communication, Client Service, PowerPoint, Client Services
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
PwC June 2013 - Present
Phi Chi Theta Business Fraternity December 2012 - December 2013
Merrill Lynch March 2011 - March 2013
Goldman Sachs 2012 - August 2012
University of Michigan Health System October 2010 - March 2011
Skills
Microsoft Office, Data Analysis, Public Speaking, Problem Solving, Written Communication, Client Service, PowerPoint, Client Services
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Hilary Arden's Merrill Lynch Experience June 2007 - August 2008
Job Vice President, Events Management
Industry Financial Services
Experience
The Clearing House June 2011 - Present
Leukemia and Lymphoma Society January 2009 - January 2012
American Conference Institute June 2009 - June 2011
Merrill Lynch June 2007 - August 2008
Skills
Banking, Event Management, Social Media, Management, Event Planning, Payments
Education
University of Michigan 2005 — 2009
BA, Sociology
The Clearing House June 2011 - Present
Leukemia and Lymphoma Society January 2009 - January 2012
American Conference Institute June 2009 - June 2011
Merrill Lynch June 2007 - August 2008
Skills
Banking, Event Management, Social Media, Management, Event Planning, Payments
Education
University of Michigan 2005 — 2009
BA, Sociology
Dan Rector's Merrill Lynch Experience April 2005 - August 2005
Job Senior Account Executive at Magnetic
Industry Marketing and Advertising
Experience
Magnetic May 2015 - Present
MyBuys July 2014 - May 2015
MyBuys October 2012 - July 2014
MyBuys July 2011 - December 2012
MyBuys September 2010 - July 2011
The Suburban Collection December 2009 - September 2010
Arch Realty, LLC August 2007 - October 2009
Varsity Management, LLC February 2006 - August 2007
Merrill Lynch April 2005 - August 2005
Skills
Business Development, Sales, E-commerce, Strategic Partnerships, Multi-channel Marketing, Leadership, Competitive Displacement, Project Management, Management, Lead Generation, Program Management, Marketing, Email Marketing, Multi-Channel Commerce, Start-ups, Team Building, SaaS, Digital Marketing, Selling, Salesforce.com, Contract Negotiation, Direct Marketing, Web Analytics, Sales Operations, Personalization, Sales Management
Education
University of Michigan
Bachelor's degree
Magnetic May 2015 - Present
MyBuys July 2014 - May 2015
MyBuys October 2012 - July 2014
MyBuys July 2011 - December 2012
MyBuys September 2010 - July 2011
The Suburban Collection December 2009 - September 2010
Arch Realty, LLC August 2007 - October 2009
Varsity Management, LLC February 2006 - August 2007
Merrill Lynch April 2005 - August 2005
Skills
Business Development, Sales, E-commerce, Strategic Partnerships, Multi-channel Marketing, Leadership, Competitive Displacement, Project Management, Management, Lead Generation, Program Management, Marketing, Email Marketing, Multi-Channel Commerce, Start-ups, Team Building, SaaS, Digital Marketing, Selling, Salesforce.com, Contract Negotiation, Direct Marketing, Web Analytics, Sales Operations, Personalization, Sales Management
Education
University of Michigan
Bachelor's degree
John Mizzi's Merrill Lynch Experience July 2012 - July 2014
Job Associate, Grosvenor Capital Management
Industry Financial Services
Experience
GCM Grosvenor August 2014 - Present
Merrill Lynch July 2012 - July 2014
Eeos Software August 2010 - August 2012
Office of the Executive Vice-President of Business and Finance and CFO -- University of Michigan September 2010 - May 2012
Navara Foundation for International Development January 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Private Client June 2010 - August 2010
Skills
Non-profits, Economics, Strategy, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Fundraising, Business Strategy, Nonprofits
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Economics2008
GCM Grosvenor August 2014 - Present
Merrill Lynch July 2012 - July 2014
Eeos Software August 2010 - August 2012
Office of the Executive Vice-President of Business and Finance and CFO -- University of Michigan September 2010 - May 2012
Navara Foundation for International Development January 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Private Client June 2010 - August 2010
Skills
Non-profits, Economics, Strategy, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Fundraising, Business Strategy, Nonprofits
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Economics2008
Amy (Goldman) Falkenstein's Merrill Lynch Experience July 1995 - April 2000
Job Director of Business Development and Marketing at Wiggin and Dana LLP
Industry Legal Services
Experience
Wiggin and Dana LLP November 2013 - Present
Goodwin Procter LLP January 2012 - November 2013
Clifford Chance US LLP April 2004 - March 2009
Perfect Information October 2001 - March 2004
Etensity April 2000 - May 2001
Merrill Lynch July 1995 - April 2000
Skills
Due Diligence, Strategic Planning, Business Development, Management, Contract Negotiation, Corporate Law, Licensing
Education
Oxford University - Said Business School 2007 — 2008
Executive Management Program
University of Michigan 1991 — 1995
Bachelor of Arts, Psychology
Churchill
Churchill
Churchill
Wiggin and Dana LLP November 2013 - Present
Goodwin Procter LLP January 2012 - November 2013
Clifford Chance US LLP April 2004 - March 2009
Perfect Information October 2001 - March 2004
Etensity April 2000 - May 2001
Merrill Lynch July 1995 - April 2000
Skills
Due Diligence, Strategic Planning, Business Development, Management, Contract Negotiation, Corporate Law, Licensing
Education
Oxford University - Said Business School 2007 — 2008
Executive Management Program
University of Michigan 1991 — 1995
Bachelor of Arts, Psychology
Churchill
Churchill
Churchill
Kal Gullapalli Kal Gullapalli's Merrill Lynch Experience June 2004 - September 2009
Job Partner at Bloomfield Hospitality
Industry Restaurants
Experience
Bloomfield Hospitality September 2014 - Present
Fork & Cleaver September 2012 - September 2014
SmallBizeo February 2011 - September 2012
Tandem Global Partners September 2009 - February 2011
Merrill Lynch June 2004 - September 2009
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Corporate Development, Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Business Strategy, Mergers, Business Development
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Detroit Country Day School 1996 — 2000
Bloomfield Hospitality September 2014 - Present
Fork & Cleaver September 2012 - September 2014
SmallBizeo February 2011 - September 2012
Tandem Global Partners September 2009 - February 2011
Merrill Lynch June 2004 - September 2009
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Corporate Development, Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Business Strategy, Mergers, Business Development
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Detroit Country Day School 1996 — 2000
Brandon Geer's Merrill Lynch Experience May 2011 - August 2011
Job Financial Investment Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2012 - Present
University of Michigan September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
National Financial Partners June 2010 - August 2010
The Cormac Group May 2010 - July 2010
Alpha Epsilon Pi August 2009 - May 2010
Genscape, Inc. May 2009 - August 2009
Cobalt Ventures, LLC May 2008 - June 2008
Yum! Brands May 2007 - August 2007
Education
University of Michigan 2008 — 2012
B.A., Political Science
Goldman Sachs June 2012 - Present
University of Michigan September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
National Financial Partners June 2010 - August 2010
The Cormac Group May 2010 - July 2010
Alpha Epsilon Pi August 2009 - May 2010
Genscape, Inc. May 2009 - August 2009
Cobalt Ventures, LLC May 2008 - June 2008
Yum! Brands May 2007 - August 2007
Education
University of Michigan 2008 — 2012
B.A., Political Science
Joanne B. Jarvi's Merrill Lynch Experience June 2010 - December 2012
Job Business Development Director at Arnold Imaging/ Arnold Development Group
Industry Real Estate
Experience
Arnold Imaging December 2012 - Present
Merrill Lynch June 2010 - December 2012
Brandt and Hochman Literary Agents, Inc. October 2001 - March 2011
Education
University of Michigan 1997 — 2001
Arnold Imaging December 2012 - Present
Merrill Lynch June 2010 - December 2012
Brandt and Hochman Literary Agents, Inc. October 2001 - March 2011
Education
University of Michigan 1997 — 2001
Jim Dudnick, CFA Jim Dudnick, CFA's Merrill Lynch Experience November 2003 - April 2005
Job Portfolio Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2014 - Present
Caywood-Scholl Capital Managment April 2005 - February 2014
Merrill Lynch November 2003 - April 2005
Goldman Sachs July 2001 - July 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments
Education
University of Michigan 1997 — 2001
BBA, Finance
Allianz Global Investors 2014 - Present
Caywood-Scholl Capital Managment April 2005 - February 2014
Merrill Lynch November 2003 - April 2005
Goldman Sachs July 2001 - July 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments
Education
University of Michigan 1997 — 2001
BBA, Finance
Natalie Yaghdjian Natalie Yaghdjian's Merrill Lynch Experience May 2003 - March 2007
Job Personal Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
Phillip Di Censo's Merrill Lynch Experience June 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch June 2015 - Present
Buzz-Off Automotive June 2014 - August 2014
Merrill Lynch May 2014 - August 2014
Inacomp June 2011 - August 2014
Ann Arbor Learning Community January 2014 - April 2014
Coach Genevieve May 2012 - August 2012
Little Caesars August 2011 - December 2011
Skills
Public Speaking, C++, Microsoft Excel, Creative Writing, Persistence, Leadership, Tuba, Data Analysis, PowerPoint, Music Theory, Music Production, Information Technology, Statistics, New Media, Social Informatics, Writing, Project Management, HTML5, CSS, Photoshop, personal training
Education
University of Michigan 2012 — 2016
Bachelor of Science (BS), Informatics
University of
Merrill Lynch June 2015 - Present
Buzz-Off Automotive June 2014 - August 2014
Merrill Lynch May 2014 - August 2014
Inacomp June 2011 - August 2014
Ann Arbor Learning Community January 2014 - April 2014
Coach Genevieve May 2012 - August 2012
Little Caesars August 2011 - December 2011
Skills
Public Speaking, C++, Microsoft Excel, Creative Writing, Persistence, Leadership, Tuba, Data Analysis, PowerPoint, Music Theory, Music Production, Information Technology, Statistics, New Media, Social Informatics, Writing, Project Management, HTML5, CSS, Photoshop, personal training
Education
University of Michigan 2012 — 2016
Bachelor of Science (BS), Informatics
University of
Alex Delecki Alex Delecki's Merrill Lynch Experience March 2012 - August 2012
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2013 - Present
Anytime Fitness August 2012 - August 2013
Cislo Title Company January 2013 - April 2013
Merrill Lynch March 2012 - August 2012
Bramblewood Golf Course April 2009 - August 2011
Skills
Microsoft Office, Social Media, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Marketing, Social Networking, Leadership, Microsoft Word
Education
University of Michigan 2009 — 2013
Bachelor's degree, Sport Management, GPA: 3.65/4.00
Fenton High School 2005 — 2009
High School Diploma, Business, Finance, GPA: 3.99/ 4.00
Northwestern Mutual 2013 - Present
Anytime Fitness August 2012 - August 2013
Cislo Title Company January 2013 - April 2013
Merrill Lynch March 2012 - August 2012
Bramblewood Golf Course April 2009 - August 2011
Skills
Microsoft Office, Social Media, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Marketing, Social Networking, Leadership, Microsoft Word
Education
University of Michigan 2009 — 2013
Bachelor's degree, Sport Management, GPA: 3.65/4.00
Fenton High School 2005 — 2009
High School Diploma, Business, Finance, GPA: 3.99/ 4.00
Derek Romanaux's Merrill Lynch Experience June 1986 - April 1988
Job
Industry Financial Services
Experience
JP Morgan Chase August 2008 - Present
Smith Barney May 2006 - May 2008
PricewaterhouseCoopers July 2005 - April 2006
Lazard Asset Management December 1997 - February 2005
Coopers & Lybrand March 1991 - December 1997
Cardio Fitness Corp April 1988 - March 1991
Merrill Lynch June 1986 - April 1988
Skills
Project Management, Coaching, Technology, Data Warehousing, Public Speaking, Emcee, Vendor Management, Call Center, CRM, Separately Managed..., Asset Managment, College Recruiting, Site Relocation, Mutual Funds, Financial Services, Asset Management, Training, Management, Finance, Wealth Management, Business Process, Senior Executive..., Operations Management, Thought Leadership, Call Centers, Strategic Planning
Education
University of Michigan 1982 — 1986
BA
JP Morgan Chase August 2008 - Present
Smith Barney May 2006 - May 2008
PricewaterhouseCoopers July 2005 - April 2006
Lazard Asset Management December 1997 - February 2005
Coopers & Lybrand March 1991 - December 1997
Cardio Fitness Corp April 1988 - March 1991
Merrill Lynch June 1986 - April 1988
Skills
Project Management, Coaching, Technology, Data Warehousing, Public Speaking, Emcee, Vendor Management, Call Center, CRM, Separately Managed..., Asset Managment, College Recruiting, Site Relocation, Mutual Funds, Financial Services, Asset Management, Training, Management, Finance, Wealth Management, Business Process, Senior Executive..., Operations Management, Thought Leadership, Call Centers, Strategic Planning
Education
University of Michigan 1982 — 1986
BA
Ronald Eng's Merrill Lynch Experience May 2002 - August 2002
Job
Industry Wireless
Experience
Telus January 2013 - Present
Telus January 2010 - December 2012
Telus January 2008 - December 2009
Telus December 2004 - December 2007
American Airlines September 2003 - December 2004
Merrill Lynch May 2002 - August 2002
PricewaterhouseCoopers 2000 - 2001
Mercer Human Resource Consulting 1997 - 2000
Skills
Strategy, Cross-functional Team..., Management, Leadership, Telecommunications, Business Analysis, Team Leadership, Product Management, Competitive Analysis, Product Marketing, Analysis, Strategic Planning, Financial Modeling, Project Management, Marketing, Business Development, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Strategy and Finance
University of Toronto 1993 — 1997
BASc, Chemical Engineering
Telus January 2013 - Present
Telus January 2010 - December 2012
Telus January 2008 - December 2009
Telus December 2004 - December 2007
American Airlines September 2003 - December 2004
Merrill Lynch May 2002 - August 2002
PricewaterhouseCoopers 2000 - 2001
Mercer Human Resource Consulting 1997 - 2000
Skills
Strategy, Cross-functional Team..., Management, Leadership, Telecommunications, Business Analysis, Team Leadership, Product Management, Competitive Analysis, Product Marketing, Analysis, Strategic Planning, Financial Modeling, Project Management, Marketing, Business Development, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Strategy and Finance
University of Toronto 1993 — 1997
BASc, Chemical Engineering
Wayee Chu's Merrill Lynch Experience May 1999 - October 2002
Job Partner at Reach Capital
Industry Philanthropy
Experience
Reach Capital April 2015 - Present
Broadway Angels February 2013 - Present
New Leaders for New Schools-Bay Area January 2013 - Present
NewSchools Seed Fund October 2012 - Present
Wishbone.org August 2012 - Present
NewSchools Venture Fund February 2005 - October 2012
Lifestyle Media October 2002 - December 2004
Merrill Lynch May 1999 - October 2002
Morgan Stanley July 1997 - April 1999
Skills
Leadership, Management, Curriculum Design, Nonprofits, Social Entrepreneurship, Venture Capital, Entrepreneurship, Start-ups, Finance, Philanthropy, Fundraising, Strategy, Grants, Strategic Partnerships, Strategic Planning
Education
University of Michigan 1993 — 1997
BA, Economics and Political Science
Reach Capital April 2015 - Present
Broadway Angels February 2013 - Present
New Leaders for New Schools-Bay Area January 2013 - Present
NewSchools Seed Fund October 2012 - Present
Wishbone.org August 2012 - Present
NewSchools Venture Fund February 2005 - October 2012
Lifestyle Media October 2002 - December 2004
Merrill Lynch May 1999 - October 2002
Morgan Stanley July 1997 - April 1999
Skills
Leadership, Management, Curriculum Design, Nonprofits, Social Entrepreneurship, Venture Capital, Entrepreneurship, Start-ups, Finance, Philanthropy, Fundraising, Strategy, Grants, Strategic Partnerships, Strategic Planning
Education
University of Michigan 1993 — 1997
BA, Economics and Political Science
Scott Ulmer's Merrill Lynch Experience April 2010 - May 2012
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
Paul Choi's Merrill Lynch Experience May 2010 - November 2012
Job Vice President at Swiss Re
Industry Capital Markets
Experience
Swiss Re January 2013 - Present
Merrill Lynch May 2010 - November 2012
Deutsche Bank May 2009 - May 2010
Credit Suisse 2006 - 2009
Constellation Energy January 2003 - March 2006
Enron 1995 - 2002
Education
University of Michigan 1991 — 1995
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
Swiss Re January 2013 - Present
Merrill Lynch May 2010 - November 2012
Deutsche Bank May 2009 - May 2010
Credit Suisse 2006 - 2009
Constellation Energy January 2003 - March 2006
Enron 1995 - 2002
Education
University of Michigan 1991 — 1995
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
Christopher Courbier's Merrill Lynch Experience July 2008 - March 2009
Job Investment Banking Analyst at Lazard Freres & Co.
Industry Banking
Experience
Lazard Freres & Co. October 2009 - Present
Merrill Lynch July 2008 - March 2009
Education
University of Michigan 2001 — 2005
Lazard Freres & Co. October 2009 - Present
Merrill Lynch July 2008 - March 2009
Education
University of Michigan 2001 — 2005
Christopher Barrett, CRPC ©'s Merrill Lynch Experience September 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Pegasus Capital LLC June 2008 - September 2008
Huntington National Bank August 1998 - May 2008
Old Kent Bank January 1998 - July 1998
Education
University of Michigan
A.B., Political Science
Western Michigan University
Theater
Grand Rapids City High-Middle
Merrill Lynch September 2008 - Present
Pegasus Capital LLC June 2008 - September 2008
Huntington National Bank August 1998 - May 2008
Old Kent Bank January 1998 - July 1998
Education
University of Michigan
A.B., Political Science
Western Michigan University
Theater
Grand Rapids City High-Middle
Ron Stempin's Merrill Lynch Experience December 1996 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1996 - Present
Skills
Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Financial Services, Credit, Management, Series 63, Asset Allocation
Education
University of Michigan - Dearborn 1991 — 1996
BA in Economics, Economics and Business Administration
Notre Dame High School 1987 — 1991
Merrill Lynch December 1996 - Present
Skills
Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Financial Services, Credit, Management, Series 63, Asset Allocation
Education
University of Michigan - Dearborn 1991 — 1996
BA in Economics, Economics and Business Administration
Notre Dame High School 1987 — 1991
Sheryl Koepke's Merrill Lynch Experience September 1984 - July 1991
Job Vice President at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
AhLeah Tagai's Merrill Lynch Experience October 2007 - Present
Job Relationship Manger/Investment Rep at Fifth Third Bank
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Education
University of Michigan 2002 — 2006
Merrill Lynch October 2007 - Present
Education
University of Michigan 2002 — 2006
Gunn Park's Merrill Lynch Experience June 2005 - August 2005
Job Assistant Manager at Samsung Insurance
Industry Research
Experience
Samsung Insurance July 2008 - Present
AlixPartners LLP August 2006 - February 2007
Merrill Lynch June 2005 - August 2005
Education
University of Michigan 2004 — 2005
MSE, Financial Engineering
Samsung Insurance July 2008 - Present
AlixPartners LLP August 2006 - February 2007
Merrill Lynch June 2005 - August 2005
Education
University of Michigan 2004 — 2005
MSE, Financial Engineering
Michael Josephs's Merrill Lynch Experience 1997 - 2004
Job EVP at Townsquare Media
Industry Entertainment
Experience
Townsquare Media July 2015 - Present
Townsquare Media March 2013 - Present
MESA Securities 2008 - February 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1997 - 2004
Skills
Leveraged Finance, Investment Banking, LBO, Debt, Capital Markets, Private Equity, Venture Capital, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Townsquare Media July 2015 - Present
Townsquare Media March 2013 - Present
MESA Securities 2008 - February 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1997 - 2004
Skills
Leveraged Finance, Investment Banking, LBO, Debt, Capital Markets, Private Equity, Venture Capital, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Dave Juneau's Merrill Lynch Experience April 1987 - 1989
Job Sales / Trader at J.M. Lummis & Company
Industry Financial Services
Experience
J.M. Lummis & Company March 1990 - Present
Eurobrokers 1989 - 1990
Merrill Lynch April 1987 - 1989
Skills
Capital Markets, Banking, Vendor Management, Outsourcing, IT Strategy, Business Analysis, Business Strategy, Risk Management, Enterprise Architecture, Project Management, Software Project...
Education
University of Michigan 1981 — 1985
AB, English Literature (British and Commonwealth)
J.M. Lummis & Company March 1990 - Present
Eurobrokers 1989 - 1990
Merrill Lynch April 1987 - 1989
Skills
Capital Markets, Banking, Vendor Management, Outsourcing, IT Strategy, Business Analysis, Business Strategy, Risk Management, Enterprise Architecture, Project Management, Software Project...
Education
University of Michigan 1981 — 1985
AB, English Literature (British and Commonwealth)
EVAN SCHWARTZBERG's Merrill Lynch Experience 1998 - 2000
Job MEMBER, PRINCIPAL, HEAD OF SALES & TRADING at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC March 2009 - Present
J Giordano Securities Group 2004 - 2007
Citigroup 2002 - 2003
MERRILL LYNCH 1998 - 2000
Education
University of Michigan 1998 — 2002
Odeon Capital Group LLC March 2009 - Present
J Giordano Securities Group 2004 - 2007
Citigroup 2002 - 2003
MERRILL LYNCH 1998 - 2000
Education
University of Michigan 1998 — 2002
Tiffany Alexandria Spencer's Merrill Lynch Experience 2000 - 2001
Job Higher Education Professional
Industry Education Management
Experience
Kaplan University 2001 - 2011
Kaplan Higher Education 2003 - 2007
Kaplan Test Prep and Admissions 2001 - 2006
Merrill Lynch 2000 - 2001
Skills
Leadership, Enrollment Management, Distance Learning, Adult Education, Leadership Development, Staff Development, Technical Writing, Curriculum Development, Higher Education, Instructional Technology, E-Learning, Customer Service, Team Building, Strategic Planning, Educational Technology, Research, Admissions, Instructional Design, Training, Curriculum Design, Critical Thinking, Educational Leadership, Change Management, Coaching, Organizational..., Retaining Customers, Student Recruiting, College Teaching, Career Counseling, Academic Administration, Student Financial Aid, Accreditation, Mentoring, Management, Recruiting, Program Development, Program Management, Student Affairs, Teaching, Public Speaking, Marketing, Resume Writing, Academia, Event Planning, Nonprofits
Education
University of Michigan 1992 — 1999
Undergraduate and Graduate Degrees
Kaplan University 2001 - 2011
Kaplan Higher Education 2003 - 2007
Kaplan Test Prep and Admissions 2001 - 2006
Merrill Lynch 2000 - 2001
Skills
Leadership, Enrollment Management, Distance Learning, Adult Education, Leadership Development, Staff Development, Technical Writing, Curriculum Development, Higher Education, Instructional Technology, E-Learning, Customer Service, Team Building, Strategic Planning, Educational Technology, Research, Admissions, Instructional Design, Training, Curriculum Design, Critical Thinking, Educational Leadership, Change Management, Coaching, Organizational..., Retaining Customers, Student Recruiting, College Teaching, Career Counseling, Academic Administration, Student Financial Aid, Accreditation, Mentoring, Management, Recruiting, Program Development, Program Management, Student Affairs, Teaching, Public Speaking, Marketing, Resume Writing, Academia, Event Planning, Nonprofits
Education
University of Michigan 1992 — 1999
Undergraduate and Graduate Degrees
Sheetal Joshipura's Merrill Lynch Experience April 2001 - April 2002
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock July 2011 - Present
BlackRock January 2010 - June 2011
BlackRock July 2005 - December 2009
Genesis Mortgage June 2002 - June 2005
Merrill Lynch April 2001 - April 2002
Skills
Series 7, Series 63, Fixed Income, CRM, Asset Management, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets
Education
University of Michigan 1998 — 2002
BA, Economics
BlackRock July 2011 - Present
BlackRock January 2010 - June 2011
BlackRock July 2005 - December 2009
Genesis Mortgage June 2002 - June 2005
Merrill Lynch April 2001 - April 2002
Skills
Series 7, Series 63, Fixed Income, CRM, Asset Management, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets
Education
University of Michigan 1998 — 2002
BA, Economics
Robert Bobby Swiller's Merrill Lynch Experience January 1984 - July 2007
Job Senior Vice PresidentWealth Management, Senior Portfolio Manager,Portfolio Management Program, Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services, I July 2007 - Present
Merrill Lynch January 1984 - July 2007
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and marketing
UBS Financial Services, I July 2007 - Present
Merrill Lynch January 1984 - July 2007
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and marketing
David Comito's Merrill Lynch Experience December 2005 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2005 - Present
Advest, Inc. April 2004 - November 2005
Prudential Securities/Wachovia Securities November 1996 - March 2004
Skills
Wealth Management, Securities, Series 7, Alternative Investments, Mortgage Lending, Investment Strategies, Series 63, Loans, Equities, Asset Allocation, Retirement Planning, Credit, Investment Advisory, Portfolio Management, Asset Management, Investments, Hedge Funds, Retirement, Strategic Financial..., ETFs, 401k, Wealth Management..., Investment Management, Fixed Income, Capital Markets, Estate Planning, Financial Services, Mutual Funds, Options
Education
The American University - Washington College of Law 1989 — 1992
Juris Doctor
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch December 2005 - Present
Advest, Inc. April 2004 - November 2005
Prudential Securities/Wachovia Securities November 1996 - March 2004
Skills
Wealth Management, Securities, Series 7, Alternative Investments, Mortgage Lending, Investment Strategies, Series 63, Loans, Equities, Asset Allocation, Retirement Planning, Credit, Investment Advisory, Portfolio Management, Asset Management, Investments, Hedge Funds, Retirement, Strategic Financial..., ETFs, 401k, Wealth Management..., Investment Management, Fixed Income, Capital Markets, Estate Planning, Financial Services, Mutual Funds, Options
Education
The American University - Washington College of Law 1989 — 1992
Juris Doctor
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Shibani Baluja's Merrill Lynch Experience January 1997 - August 2002
Job Director, Corporate Development at Kraft Foods Group
Industry Food & Beverages
Experience
Kraft Foods Group February 2013 - Present
Kraft Foods, Inc. February 2010 - February 2013
Kraft Foods, Inc April 2006 - February 2010
Kraft Foods, Inc. September 2004 - April 2006
Merrill Lynch January 1997 - August 2002
Skills
Mergers & Acquisitions, Corporate Development, Cross-functional Team..., Competitive Analysis, Consumer Products, Analysis, Business Strategy, Financial Planning, Forecasting, Strategy, Finance, Financial Modeling, Market Analysis, Due Diligence, M&A Modeling, M&A analysis, Analytics, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance, Strategy
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Economics
Kraft Foods Group February 2013 - Present
Kraft Foods, Inc. February 2010 - February 2013
Kraft Foods, Inc April 2006 - February 2010
Kraft Foods, Inc. September 2004 - April 2006
Merrill Lynch January 1997 - August 2002
Skills
Mergers & Acquisitions, Corporate Development, Cross-functional Team..., Competitive Analysis, Consumer Products, Analysis, Business Strategy, Financial Planning, Forecasting, Strategy, Finance, Financial Modeling, Market Analysis, Due Diligence, M&A Modeling, M&A analysis, Analytics, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance, Strategy
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Economics
Ping Hsieh's Merrill Lynch Experience June 2008 - August 2008
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Hsieh Global Investment Fund LLC September 2008 - December 2010
NYC Board of Education Retirement System January 2010 - November 2010
Merrill Lynch June 2008 - August 2008
University of Michigan September 2006 - April 2007
UM Senate Advisory Economic Committee September 2005 - April 2006
Master Cutlery May 2004 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Derivatives, Securities, Mutual Funds, Capital Markets, Investments, Portfolio Management, Asset Allocation, Financial Analysis
Education
University of Michigan
Bachelor of Science (B.S.), Actuarial Science/Mathematics
Morgan Stanley May 2011 - Present
Hsieh Global Investment Fund LLC September 2008 - December 2010
NYC Board of Education Retirement System January 2010 - November 2010
Merrill Lynch June 2008 - August 2008
University of Michigan September 2006 - April 2007
UM Senate Advisory Economic Committee September 2005 - April 2006
Master Cutlery May 2004 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Derivatives, Securities, Mutual Funds, Capital Markets, Investments, Portfolio Management, Asset Allocation, Financial Analysis
Education
University of Michigan
Bachelor of Science (B.S.), Actuarial Science/Mathematics
Judy Noble's Merrill Lynch Experience 1981 - 2001
Job Faculty
Industry Higher Education
Experience
City University of New York 2002 - Present
Merrill Lynch 1981 - 2001
Skills
Teaching, Higher Education, Program Development, Microsoft Excel, University Teaching, Public Speaking, Curriculum Design, Curriculum Development, Research, Instructional Design, Student Affairs, Customer Service, Program Management, Microsoft Word, Educational Technology, Leadership, PowerPoint, Non-profits, Editing, Staff Development, Distance Learning, Qualitative Research, Microsoft Office, Public Relations, Tutoring
Education
University of Michigan
MA
University of Michigan
Master's Degree
City University of New York 2002 - Present
Merrill Lynch 1981 - 2001
Skills
Teaching, Higher Education, Program Development, Microsoft Excel, University Teaching, Public Speaking, Curriculum Design, Curriculum Development, Research, Instructional Design, Student Affairs, Customer Service, Program Management, Microsoft Word, Educational Technology, Leadership, PowerPoint, Non-profits, Editing, Staff Development, Distance Learning, Qualitative Research, Microsoft Office, Public Relations, Tutoring
Education
University of Michigan
MA
University of Michigan
Master's Degree
Amy Winston's Merrill Lynch Experience 1986 - January 2009
Job Board Member, Director of Community Outreach, Artist at Artists in Residence
Industry Nonprofit Organization Management
Experience
Artists in Residence December 2009 - Present
Self Employment January 2009 - Present
Merrill Lynch 1986 - January 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1990 - 1996
Education
University of Michigan
BA, Business Communications and Management
Artists in Residence December 2009 - Present
Self Employment January 2009 - Present
Merrill Lynch 1986 - January 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1990 - 1996
Education
University of Michigan
BA, Business Communications and Management
David Bader, CFP®'s Merrill Lynch Experience January 2009 - September 2011
Job Director Regional Sales Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Bank of America Merrill Lynch March 2012 - December 2013
Bank of America Merrill Lynch September 2011 - March 2012
Merrill Lynch January 2009 - September 2011
Merrill Lynch April 2001 - September 2011
Skills
Retirement, Investment Strategies, Loans, Strategic Financial..., Investments, Series 7, Securities, Wealth Management, Series 63, Account Management, Retail Banking, Asset Allocation, Financial Modeling, Mutual Funds, Insurance, Financial Analysis, Credit, Retirement Planning, Investment Advisory, Financial Advisory, Portfolio Management, Series 65, Financial Planning
Education
University of Michigan 1994 — 1998
BA, History
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Bank of America Merrill Lynch March 2012 - December 2013
Bank of America Merrill Lynch September 2011 - March 2012
Merrill Lynch January 2009 - September 2011
Merrill Lynch April 2001 - September 2011
Skills
Retirement, Investment Strategies, Loans, Strategic Financial..., Investments, Series 7, Securities, Wealth Management, Series 63, Account Management, Retail Banking, Asset Allocation, Financial Modeling, Mutual Funds, Insurance, Financial Analysis, Credit, Retirement Planning, Investment Advisory, Financial Advisory, Portfolio Management, Series 65, Financial Planning
Education
University of Michigan 1994 — 1998
BA, History
David Sullivan's Merrill Lynch Experience 1998 - 2001
Job Managing Director/Partner at Shannon Advisors
Industry Investment Banking
Experience
Shannon Advisors April 2013 - Present
Credit Suisse 2003 - January 2013
Deutsche Bank 2002 - 2003
Merrill Lynch 1998 - 2001
Salomon Brothers August 1993 - February 1998
Skills
Investments, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Financial Structuring, Capital Markets, Investor Relations, Business Strategy, Strategy, Project Management, Series 7, Alternative Investments, Private Equity, Hedge Funds, Series 63, Series 24, Valuation, Corporate Finance, Equities, Management, Mergers & Acquisitions, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA), Management
University of Michigan 1982 — 1986
BA, Economics (with Distinction)
Melbourne Central Catholic
Melbourne Central Catholic
Shannon Advisors April 2013 - Present
Credit Suisse 2003 - January 2013
Deutsche Bank 2002 - 2003
Merrill Lynch 1998 - 2001
Salomon Brothers August 1993 - February 1998
Skills
Investments, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Financial Structuring, Capital Markets, Investor Relations, Business Strategy, Strategy, Project Management, Series 7, Alternative Investments, Private Equity, Hedge Funds, Series 63, Series 24, Valuation, Corporate Finance, Equities, Management, Mergers & Acquisitions, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA), Management
University of Michigan 1982 — 1986
BA, Economics (with Distinction)
Melbourne Central Catholic
Melbourne Central Catholic
Rachel Leider's Merrill Lynch Experience August 2010 - May 2013
Job Senior Financial Analyst at Experian Marketing Services
Industry Financial Services
Experience
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Cara Londin's Merrill Lynch Experience September 1995 - December 2009
Job Associate General Counsel at Luxottica Group
Industry Legal Services
Experience
Luxottica Group March 2011 - Present
Merrill Lynch September 1995 - December 2009
Education
Benjamin N. Cardozo School of Law
University of Michigan
Luxottica Group March 2011 - Present
Merrill Lynch September 1995 - December 2009
Education
Benjamin N. Cardozo School of Law
University of Michigan
William LaRosa's Merrill Lynch Experience December 2004 - January 2012
Job CFP, CRPC Associate Vice President, Wealth Management Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Merrill Lynch December 2004 - January 2012
Education
University of Michigan 1997 — 2001
Rochester Adams High School 1992 — 1996
Morgan Stanley January 2012 - Present
Merrill Lynch December 2004 - January 2012
Education
University of Michigan 1997 — 2001
Rochester Adams High School 1992 — 1996
David Askin's Merrill Lynch Experience October 1980 - May 1983
Job BVAL, Bloomberg Valuations Services
Industry Financial Services
Experience
Bloomberg LP January 2006 - Present
Globecon Group LP September 1996 - January 2006
Askin Capital Management September 1991 - September 1996
Daiwa Securities February 1990 - September 1991
Drexel Burnham Lambert April 1984 - January 1990
Moody's Investors Service May 1983 - April 1984
Merrill Lynch October 1980 - May 1983
Federal Reserve System September 1979 - October 1980
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Equities, Valuation, Portfolio Management, ABS, Financial Markets, Bloomberg Terminal, Hedge Funds, Fixed Income Products, Options, Bonds, Structured Products, Credit Derivatives, Asset Management, Fixed Income Trading, Securities, Market Data, Investments, Risk, Swaps, Risk Management, CDS, MBS, Alternative Investments, Pricing, Trading Strategies, Financial Institutions
Education
University of Michigan 1976 — 1979
ABD, Finance
Bloomberg LP January 2006 - Present
Globecon Group LP September 1996 - January 2006
Askin Capital Management September 1991 - September 1996
Daiwa Securities February 1990 - September 1991
Drexel Burnham Lambert April 1984 - January 1990
Moody's Investors Service May 1983 - April 1984
Merrill Lynch October 1980 - May 1983
Federal Reserve System September 1979 - October 1980
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Equities, Valuation, Portfolio Management, ABS, Financial Markets, Bloomberg Terminal, Hedge Funds, Fixed Income Products, Options, Bonds, Structured Products, Credit Derivatives, Asset Management, Fixed Income Trading, Securities, Market Data, Investments, Risk, Swaps, Risk Management, CDS, MBS, Alternative Investments, Pricing, Trading Strategies, Financial Institutions
Education
University of Michigan 1976 — 1979
ABD, Finance
Vince J. Salvatore's Merrill Lynch Experience December 1986 - Present
Job 1st Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1986 - Present
Education
MIT 1980 — 1980
Nuclear Power Reactor Safety
University of Michigan 1972 — 1976
BSE, NA & ME
Merrill Lynch December 1986 - Present
Education
MIT 1980 — 1980
Nuclear Power Reactor Safety
University of Michigan 1972 — 1976
BSE, NA & ME
Leigh Koops's Merrill Lynch Experience 2000 - 2010
Job Aerospace Engineer and Manager, GE (retired)
Industry Aviation & Aerospace
Experience
GE Aviation 2009 - Present
Merrill Lynch 2000 - 2010
GE Aviation 2006 - 2009
University of Michigan 1967 - 1973
Skills
Six Sigma, Change Management, Program Management, Aerospace, Systems Engineering, Engineering, Analysis, Aviation, Earned Value Management, Finite Element Analysis, Gas Turbines, Integration, Leadership, MS Project, Military, Process Engineering, Requirements Management, Testing, Security Clearance, Engineering Management, Aerodynamics, Aerospace Engineering, Aeronautics, Manufacturing, Aircraft, ANSYS, Propulsion, Product Development, Cross-functional Team..., Process Improvement, Lean Manufacturing
Education
University of Michigan 1972 — 1973
Master of Science (MS), Solid Mechanics
University of Michigan 1967 — 1973
Bachelor of Science (BS), Aerospace Engineering
North Farmington High School 1963 — 1967
North Farmington High School 1963 — 1967
GE Aviation 2009 - Present
Merrill Lynch 2000 - 2010
GE Aviation 2006 - 2009
University of Michigan 1967 - 1973
Skills
Six Sigma, Change Management, Program Management, Aerospace, Systems Engineering, Engineering, Analysis, Aviation, Earned Value Management, Finite Element Analysis, Gas Turbines, Integration, Leadership, MS Project, Military, Process Engineering, Requirements Management, Testing, Security Clearance, Engineering Management, Aerodynamics, Aerospace Engineering, Aeronautics, Manufacturing, Aircraft, ANSYS, Propulsion, Product Development, Cross-functional Team..., Process Improvement, Lean Manufacturing
Education
University of Michigan 1972 — 1973
Master of Science (MS), Solid Mechanics
University of Michigan 1967 — 1973
Bachelor of Science (BS), Aerospace Engineering
North Farmington High School 1963 — 1967
North Farmington High School 1963 — 1967
Lisa Raftary's Merrill Lynch Experience May 2006 - August 2008
Job Business Process Owner Policy Owner Services at Jackson
Industry Insurance
Experience
Jackson July 2015 - Present
EHIM, Inc. December 2014 - July 2015
LifeSecure Insurance July 2013 - December 2014
Jackson National Life October 2012 - July 2013
Jackson National Life February 2010 - October 2012
The Blue Leprechaun July 2008 - May 2010
Jackson National Life February 2009 - February 2010
The Children's Place May 2008 - April 2009
University of Michigan April 2008 - October 2008
Merrill Lynch May 2006 - August 2008
Skills
Training, Data Analysis, Project Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, PowerPoint, Microsoft Word, Customer Service, Analysis, Leadership, Outlook, Sales, Access
Education
University of Michigan 2005 — 2008
Bachelors, Asian Studies (Chinese Language), Mathematics Minor
DHS
DHS
Jackson July 2015 - Present
EHIM, Inc. December 2014 - July 2015
LifeSecure Insurance July 2013 - December 2014
Jackson National Life October 2012 - July 2013
Jackson National Life February 2010 - October 2012
The Blue Leprechaun July 2008 - May 2010
Jackson National Life February 2009 - February 2010
The Children's Place May 2008 - April 2009
University of Michigan April 2008 - October 2008
Merrill Lynch May 2006 - August 2008
Skills
Training, Data Analysis, Project Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, PowerPoint, Microsoft Word, Customer Service, Analysis, Leadership, Outlook, Sales, Access
Education
University of Michigan 2005 — 2008
Bachelors, Asian Studies (Chinese Language), Mathematics Minor
DHS
DHS
Lisa L. Stella, CFP®'s Merrill Lynch Experience 1986 - 2008
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2009 - Present
Merrill Lynch 1986 - 2008
Skills
Wealth Management, Portfolio Management, Investments, Finance, Securities, Financial Advisory, Insurance, Retirement Planning, Risk Management, Project Planning, Estate Planning, Series 7
Education
University of Michigan
BA, Communication Studies and Economics
Raymond James 2009 - Present
Merrill Lynch 1986 - 2008
Skills
Wealth Management, Portfolio Management, Investments, Finance, Securities, Financial Advisory, Insurance, Retirement Planning, Risk Management, Project Planning, Estate Planning, Series 7
Education
University of Michigan
BA, Communication Studies and Economics
Sam Ramsey's Merrill Lynch Experience July 2011 - July 2013
Job BSM
Industry Banking
Experience
Ally Financial Inc. February 2015 - Present
Ally Financial Inc. October 2013 - February 2015
Merrill Lynch July 2011 - July 2013
Bank of America June 2010 - August 2010
Bank of America June 2009 - August 2009
DiMaio Ahmad Capital June 2008 - August 2008
Education
University of Michigan 2007 — 2010
BS, Aerospace Engineering
Ally Financial Inc. February 2015 - Present
Ally Financial Inc. October 2013 - February 2015
Merrill Lynch July 2011 - July 2013
Bank of America June 2010 - August 2010
Bank of America June 2009 - August 2009
DiMaio Ahmad Capital June 2008 - August 2008
Education
University of Michigan 2007 — 2010
BS, Aerospace Engineering
Ariel Jacobs's Merrill Lynch Experience 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
News America Marketing 2004 - 2007
Education
University of Michigan 2000 — 2004
Merrill Lynch 2007 - Present
News America Marketing 2004 - 2007
Education
University of Michigan 2000 — 2004
Mikhail George's Merrill Lynch Experience June 2011 - September 2011
Job Graduate Computer Science Student at The University of Chicago
Industry Computer Software
Experience
BP 2012 - 2015
Innoworks - University of Michigan July 2010 - April 2012
Merrill Lynch June 2011 - September 2011
BASF-YPC COMPANY LIMITED April 2010 - September 2010
Element One - University of Michigan September 2009 - September 2010
uRefer LLC January 2009 - July 2010
Karmanos Cancer Institute 2007 - 2008
Skills
VBA, Financial Modeling, Data Analysis, Finance, Forecasting, Analysis, Microsoft Office, Microsoft Excel, Valuation, Financial Analysis, Energy, Accounting, Economics, Business Analysis, Financial Reporting, Statistics, Corporate Finance, Risk Management, Financial Accounting
Education
The University of Chicago 2015 — 2017
Master of Science (MS), Computer Science
University of Michigan 2008 — 2012
Economics
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Detroit Country Day School
BP 2012 - 2015
Innoworks - University of Michigan July 2010 - April 2012
Merrill Lynch June 2011 - September 2011
BASF-YPC COMPANY LIMITED April 2010 - September 2010
Element One - University of Michigan September 2009 - September 2010
uRefer LLC January 2009 - July 2010
Karmanos Cancer Institute 2007 - 2008
Skills
VBA, Financial Modeling, Data Analysis, Finance, Forecasting, Analysis, Microsoft Office, Microsoft Excel, Valuation, Financial Analysis, Energy, Accounting, Economics, Business Analysis, Financial Reporting, Statistics, Corporate Finance, Risk Management, Financial Accounting
Education
The University of Chicago 2015 — 2017
Master of Science (MS), Computer Science
University of Michigan 2008 — 2012
Economics
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Detroit Country Day School
David Sonnenschein's Merrill Lynch Experience October 1983 - May 2000
Job Sr. Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Carrie Lacroix's Merrill Lynch Experience September 2008 - Present
Job Vice President Investments Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Education
University of Michigan 2004 — 2008
BA, Sport Management
Bexley High School 2000 — 2004
Merrill Lynch September 2008 - Present
Education
University of Michigan 2004 — 2008
BA, Sport Management
Bexley High School 2000 — 2004
Steven Gottlieb's Merrill Lynch Experience July 2015 - Present
Job Barclays Wealth and Investment Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Shoichiro Suzuki's Merrill Lynch Experience February 2011 - Present
Job Fixed Income Trading at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2011 - Present
Education
University of Michigan 2008 — 2010
Merrill Lynch February 2011 - Present
Education
University of Michigan 2008 — 2010
Marni Shapiro's Merrill Lynch Experience August 1996 - May 2006
Job Managing Partner at The Retail Tracker
Industry Financial Services
Experience
The Retail Tracker May 2006 - Present
Merrill Lynch August 1996 - May 2006
525... Made in America 1992 - 1995
FENN WRIGHT & MANSON 1989 - 1992
Skills
Investments, Capital Markets, Hedge Funds, Portfolio Management, Asset Management, Investment Banking, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan
BS
The Retail Tracker May 2006 - Present
Merrill Lynch August 1996 - May 2006
525... Made in America 1992 - 1995
FENN WRIGHT & MANSON 1989 - 1992
Skills
Investments, Capital Markets, Hedge Funds, Portfolio Management, Asset Management, Investment Banking, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan
BS
Michael Koeneke's Merrill Lynch Experience April 2010 - August 2010
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2013 - Present
Tribeca New Music, Inc April 2012 - April 2013
Pittsfield Elementary School January 2011 - March 2011
Merrill Lynch April 2010 - August 2010
Merrill Lynch April 2009 - August 2009
Berlitz April 2008 - August 2008
Knightspoint Partners LLC April 2005 - January 2006
Skills
Strategic Planning, Languages
Education
University of Michigan 2007 — 2011
Bachelor of Arts (BA), English Literature
J.P. Morgan May 2013 - Present
Tribeca New Music, Inc April 2012 - April 2013
Pittsfield Elementary School January 2011 - March 2011
Merrill Lynch April 2010 - August 2010
Merrill Lynch April 2009 - August 2009
Berlitz April 2008 - August 2008
Knightspoint Partners LLC April 2005 - January 2006
Skills
Strategic Planning, Languages
Education
University of Michigan 2007 — 2011
Bachelor of Arts (BA), English Literature
Jessica Bloch's Merrill Lynch Experience June 2009 - August 2009
Job Advisor, Strategic Pricing at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health May 2010 - Present
University of Michigan September 2008 - April 2011
Merrill Lynch June 2009 - August 2009
MainFirst Bank AG June 2008 - August 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Microsoft Office, Financial Reporting, Forecasting, Accounting, Business Objects, SAP, PRMS, Access, Strategic Planning, Analysis, Budgets, Finance, Business Analysis, Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Saint Viator High School 2003 — 2007
Cardinal Health May 2010 - Present
University of Michigan September 2008 - April 2011
Merrill Lynch June 2009 - August 2009
MainFirst Bank AG June 2008 - August 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Microsoft Office, Financial Reporting, Forecasting, Accounting, Business Objects, SAP, PRMS, Access, Strategic Planning, Analysis, Budgets, Finance, Business Analysis, Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Saint Viator High School 2003 — 2007
Dennis Oleszkowicz, CPM's Merrill Lynch Experience 1977 - 1980
Job First Vice PresidentInvestments, Portfolio Manager at UBS
Industry Financial Services
Experience
UBS 2003 - Present
Smith Barney 1980 - 2003
Merrill Lynch 1977 - 1980
Education
University of Michigan
BBA, Finance and Financial Management Services
UBS 2003 - Present
Smith Barney 1980 - 2003
Merrill Lynch 1977 - 1980
Education
University of Michigan
BBA, Finance and Financial Management Services
Isaiah Montgomery's Merrill Lynch Experience September 2011 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Max M. & Marjorie S. Fisher Foundation May 2010 - August 2010
University of Michigan 2009 - 2010
University of Michigan Development Office 2009 - 2010
University of Michigan Ross School of Business 2006 - 2010
Skills
Asset Management, Retirement Planning, Private Wealth..., Estate Planning, Investments, Asset Managment, Wealth Management..., Strategic Financial..., Investment Management, Leadership, Wealth Management, Microsoft Excel
Education
Stephen M. Ross School of Business 2006 — 2010
Bachelor, Business Administration
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelors of Business Administration, Finance and Marketing
University of Detroit Jesuit High School 2002 — 2006
HS Diploma, College Preparatory Cirriculum
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Max M. & Marjorie S. Fisher Foundation May 2010 - August 2010
University of Michigan 2009 - 2010
University of Michigan Development Office 2009 - 2010
University of Michigan Ross School of Business 2006 - 2010
Skills
Asset Management, Retirement Planning, Private Wealth..., Estate Planning, Investments, Asset Managment, Wealth Management..., Strategic Financial..., Investment Management, Leadership, Wealth Management, Microsoft Excel
Education
Stephen M. Ross School of Business 2006 — 2010
Bachelor, Business Administration
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelors of Business Administration, Finance and Marketing
University of Detroit Jesuit High School 2002 — 2006
HS Diploma, College Preparatory Cirriculum
David Whitford's Merrill Lynch Experience March 1996 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1996 - Present
Skills
Certified Financial..., Certified Investment...
Education
University of Michigan
Merrill Lynch March 1996 - Present
Skills
Certified Financial..., Certified Investment...
Education
University of Michigan
Bill Weathers's Merrill Lynch Experience May 2013 - Present
Job Investment Advisor
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Ally Financial Inc. July 2007 - May 2013
UBS Investment Bank October 2001 - June 2007
Merrill Lynch April 1997 - October 2002
IVS Investment Banking May 1993 - March 1997
Skills
Capital Markets, Investments, Asset Management, Financial Markets, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Credit Analysis, Financial Analysis, Credit, Valuation
Education
University of Michigan 1989 — 1993
Bachelors, Finance
Merrill Lynch May 2013 - Present
Ally Financial Inc. July 2007 - May 2013
UBS Investment Bank October 2001 - June 2007
Merrill Lynch April 1997 - October 2002
IVS Investment Banking May 1993 - March 1997
Skills
Capital Markets, Investments, Asset Management, Financial Markets, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Credit Analysis, Financial Analysis, Credit, Valuation
Education
University of Michigan 1989 — 1993
Bachelors, Finance
Gary Neuser's Merrill Lynch Experience 1976 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Credit Suisse Managing DirectorMerrrill Lynch1976 - 2000
Merrill Lynch 1976 - 2000
Skills
Criminal Investigations, International Private..., Equities, Wealth Management, Securities, High Net Worth..., Portfolio Management, Mutual Funds, Private Banking, Investments, Asset Management, Hedge Funds, Derivatives, Investment Advisory, Capital Markets, Asset Allocation, Alternative Investments, Risk Management, Financial Markets, Private Equity, Financial Risk, Fixed Income, Series 7, Emerging Markets, Corporate Finance, Wealth Management..., Investment Banking
Education
University of Michigan 1995 — 1995
Executive Leadership, Business, Management, Marketing, and Related Support Services
Harvard Business School 1993 — 1993
Executive Marketing, Marketing
Eastern Kentucky University 1972 — 1973
Master's degree, Criminal Justice
Villanova University 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Credit Suisse Managing DirectorMerrrill Lynch1976 - 2000
Merrill Lynch 1976 - 2000
Skills
Criminal Investigations, International Private..., Equities, Wealth Management, Securities, High Net Worth..., Portfolio Management, Mutual Funds, Private Banking, Investments, Asset Management, Hedge Funds, Derivatives, Investment Advisory, Capital Markets, Asset Allocation, Alternative Investments, Risk Management, Financial Markets, Private Equity, Financial Risk, Fixed Income, Series 7, Emerging Markets, Corporate Finance, Wealth Management..., Investment Banking
Education
University of Michigan 1995 — 1995
Executive Leadership, Business, Management, Marketing, and Related Support Services
Harvard Business School 1993 — 1993
Executive Marketing, Marketing
Eastern Kentucky University 1972 — 1973
Master's degree, Criminal Justice
Villanova University 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Russell Morell's Merrill Lynch Experience July 2011 - June 2013
Job Operations Associate at CommonWealth Opportunity Capital
Industry Banking
Experience
CommonWealth Opportunity Capital January 2015 - Present
The Blackstone Group July 2013 - January 2015
Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch June 2009 - July 2010
MPRI October 2008 - May 2009
Skills
Finance, Financial Modeling, Financial Reporting, Investments, Forecasting, Capital Markets, Equities, Budgets, Financial Analysis, Bloomberg, Valuation, Investment Banking, Essbase, Accounting, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Michigan 2005 — 2009
BA, Economics
CommonWealth Opportunity Capital January 2015 - Present
The Blackstone Group July 2013 - January 2015
Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch June 2009 - July 2010
MPRI October 2008 - May 2009
Skills
Finance, Financial Modeling, Financial Reporting, Investments, Forecasting, Capital Markets, Equities, Budgets, Financial Analysis, Bloomberg, Valuation, Investment Banking, Essbase, Accounting, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Michigan 2005 — 2009
BA, Economics
Trevor Mason's Merrill Lynch Experience February 2015 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Education
University of Michigan 2008 — 2012
BA
Merrill Lynch February 2015 - Present
Education
University of Michigan 2008 — 2012
BA
Erica Case's Merrill Lynch Experience June 2011 - July 2011
Job Finance Rotation Analyst Investor Relations at Microsoft
Industry Financial Services
Experience
Microsoft July 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Microsoft May 2013 - August 2013
John Drake & Associates Consulting June 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Capital One May 2011 - May 2011
Kumon May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, SPSS, Remote Desktop, Financial Analysis, Data Analysis, Time Management, Finance, Analysis, Public Speaking, Leadership, Management, Corporate Finance, Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA
University of Michigan
Microsoft July 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Microsoft May 2013 - August 2013
John Drake & Associates Consulting June 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Capital One May 2011 - May 2011
Kumon May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, SPSS, Remote Desktop, Financial Analysis, Data Analysis, Time Management, Finance, Analysis, Public Speaking, Leadership, Management, Corporate Finance, Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA
University of Michigan
shen xu's Merrill Lynch Experience September 2011 - April 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - April 2012
University of Michigan September 2007 - April 2012
Education
University of Michigan 2009 — 2013
Ph.D, Statistical learning, Machine learning
University of Michigan 2007 — 2009
Masters of Science, Electrical & Computer Engineering
Merrill Lynch September 2011 - April 2012
University of Michigan September 2007 - April 2012
Education
University of Michigan 2009 — 2013
Ph.D, Statistical learning, Machine learning
University of Michigan 2007 — 2009
Masters of Science, Electrical & Computer Engineering
Minjie (Catherine) Ma's Merrill Lynch Experience July 2013 - Present
Job Market Risk Analyst at Merrill Lynch
Industry Higher Education
Experience
Merrill Lynch July 2013 - Present
NYU Stern School of Business September 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Education
New York University, Stern School of Business 2010 — 2013
Finance and Actuarial Science
University of Michigan 2009 — 2010
Merrill Lynch July 2013 - Present
NYU Stern School of Business September 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Education
New York University, Stern School of Business 2010 — 2013
Finance and Actuarial Science
University of Michigan 2009 — 2010
Jennifer Oprinski's Merrill Lynch Experience May 2002 - Present
Job First Vice President/Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2002 - Present
Standard Financial Services March 2000 - May 2002
Standard Federal Bank March 1998 - March 2000
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Retirement, Equities, Alternative Investments, Investment Strategies, Series 63
Education
University of Michigan
Merrill Lynch May 2002 - Present
Standard Financial Services March 2000 - May 2002
Standard Federal Bank March 1998 - March 2000
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Retirement, Equities, Alternative Investments, Investment Strategies, Series 63
Education
University of Michigan
Seth Jackier's Merrill Lynch Experience June 2000 - June 2012
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
Ryan T. Herriman's Merrill Lynch Experience April 2014 - Present
Job Financial AdvisorGlobal Wealth & Investment Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Skills
Wealth Management, Portfolio Management, Management, Leadership, Strategic Planning, Business Development, Sales, Estate Planning, Tax-advantaged..., Wealth Preservation..., Research, Training, Retirement
Education
University of Michigan 2009 — 2013
Bachelor's Degree, Business Administration and Management
Merrill Lynch April 2014 - Present
Skills
Wealth Management, Portfolio Management, Management, Leadership, Strategic Planning, Business Development, Sales, Estate Planning, Tax-advantaged..., Wealth Preservation..., Research, Training, Retirement
Education
University of Michigan 2009 — 2013
Bachelor's Degree, Business Administration and Management
Arthur Bonnouvrier's Merrill Lynch Experience June 2011 - July 2011
Job Intern at Midway Investors LLC
Industry Financial Services
Experience
Midway Investors LLC May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Merrill Lynch June 2011 - July 2011
Skills
Economics, French, International Relations, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Research, Leadership, Data Analysis
Education
University of Michigan 2012 — 2016
Lycée Français de New York 1999 — 2012
Midway Investors LLC May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Merrill Lynch June 2011 - July 2011
Skills
Economics, French, International Relations, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Research, Leadership, Data Analysis
Education
University of Michigan 2012 — 2016
Lycée Français de New York 1999 — 2012
Clinton Britt-Adams's Merrill Lynch Experience May 2012 - February 2013
Job Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch May 2012 - February 2013
JPMorgan Chase January 2009 - January 2012
Skills
Equities
Education
University of Michigan 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch May 2012 - February 2013
JPMorgan Chase January 2009 - January 2012
Skills
Equities
Education
University of Michigan 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank