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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Roy Bartolomeo Roy Bartolomeo's Merrill Lynch Experience 2007 - 2009
Job Information Security at Capital One Investing
Industry Financial Services
Experience
Capital One Investing June 2014 - Present
Capital One ShareBuilder January 2013 - June 2014
ING Direct 2012 - 2013
Merrill Lynch 2007 - 2009
Skills
Information Security, Computer Security, Information Assurance, CISSP, Information Technology, Risk Management, Financial Services, Portfolio Management, Equities, Investments, Wealth Management, Finance, Strategic Financial..., Financial Analysis, Asset Management, Fixed Income, Business Analysis
Education
Boston University 2010 — 2012
Master of Science (M.S.), Computer and Information Systems - IT Security & Information Assurance
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Capital One Investing June 2014 - Present
Capital One ShareBuilder January 2013 - June 2014
ING Direct 2012 - 2013
Merrill Lynch 2007 - 2009
Skills
Information Security, Computer Security, Information Assurance, CISSP, Information Technology, Risk Management, Financial Services, Portfolio Management, Equities, Investments, Wealth Management, Finance, Strategic Financial..., Financial Analysis, Asset Management, Fixed Income, Business Analysis
Education
Boston University 2010 — 2012
Master of Science (M.S.), Computer and Information Systems - IT Security & Information Assurance
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Rob Mast Rob Mast's Merrill Lynch Experience July 2015 - Present
Job Marketing Strategy and Communications Expert
Industry Marketing and Advertising
Experience
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Greg de Groot Greg de Groot's Merrill Lynch Experience March 2003 - April 2006
Job Portfolio Oversight Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2010 - November 2014
Bank of America September 2006 - April 2009
Merrill Lynch March 2003 - April 2006
Prudential Securities March 2000 - March 2003
Skills
Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Financial Analysis, Retirement Planning, Training, Program Management, Wealth Management, Commercial Banking, Securities, Investment Advisory, Management, Asset Allocation, Finance, Series 63, Financial Services
Education
Bryant University
MBA, Management
Boston University 1970 — 1974
BS, Education
St. Anselm's Abbey School
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2010 - November 2014
Bank of America September 2006 - April 2009
Merrill Lynch March 2003 - April 2006
Prudential Securities March 2000 - March 2003
Skills
Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Financial Analysis, Retirement Planning, Training, Program Management, Wealth Management, Commercial Banking, Securities, Investment Advisory, Management, Asset Allocation, Finance, Series 63, Financial Services
Education
Bryant University
MBA, Management
Boston University 1970 — 1974
BS, Education
St. Anselm's Abbey School
Douglas Chin Douglas Chin's Merrill Lynch Experience November 2011 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Citizens Bank December 2014 - Present
TD October 2013 - December 2014
Merrill Lynch November 2011 - December 2012
Avatar Securities, LLC September 2010 - October 2011
Schonfeld Securities August 2000 - July 2010
Verizon Communications January 1994 - June 2000
Skills
Retail Banking, Client Relations Skills, Relationship Management, Retirement Planning, Risk Management, Operations Management, Leadership, Business Analysis, Project Management, Technical Analysis, Fundamental Analysis, Stock Market Analysis, Operating Budgets, Capital Budgeting, Department Budgeting, Project Planning, Change Management, Momentum Trading, Economics, Strategic Planning, Data Mining, Microsoft Excel, Swing Trading, Investments, Business Case, Prospecting Skills, Software Project..., Management, Event Trading, Candlestick Charting, Trade Execution, Portfolio Construction, Equities, Financial Services, Asset Management, Financial Analysis, Hedge Funds, Options, Securities, Series 7, Trading, Portfolio Management, Finance, Banking
Education
Boston University
Master of Business Administration
Tufts University
Bachelor’s Degree, Mechanical Engineering and Economics
Citizens Bank December 2014 - Present
TD October 2013 - December 2014
Merrill Lynch November 2011 - December 2012
Avatar Securities, LLC September 2010 - October 2011
Schonfeld Securities August 2000 - July 2010
Verizon Communications January 1994 - June 2000
Skills
Retail Banking, Client Relations Skills, Relationship Management, Retirement Planning, Risk Management, Operations Management, Leadership, Business Analysis, Project Management, Technical Analysis, Fundamental Analysis, Stock Market Analysis, Operating Budgets, Capital Budgeting, Department Budgeting, Project Planning, Change Management, Momentum Trading, Economics, Strategic Planning, Data Mining, Microsoft Excel, Swing Trading, Investments, Business Case, Prospecting Skills, Software Project..., Management, Event Trading, Candlestick Charting, Trade Execution, Portfolio Construction, Equities, Financial Services, Asset Management, Financial Analysis, Hedge Funds, Options, Securities, Series 7, Trading, Portfolio Management, Finance, Banking
Education
Boston University
Master of Business Administration
Tufts University
Bachelor’s Degree, Mechanical Engineering and Economics
Sebastian Orejuela's Merrill Lynch Experience April 2000 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2000 - Present
Skills
Saving for Education, Series 65, Series 7, Multi-generational..., Financial Modeling, Wealth Preservation...
Education
Boston University 1998 — 1999
Master of Science (MS), administrative studies
Universidad EAFIT 1992 — 1997
Bachelor's degree, Ingenieria de Produccion
Merrill Lynch April 2000 - Present
Skills
Saving for Education, Series 65, Series 7, Multi-generational..., Financial Modeling, Wealth Preservation...
Education
Boston University 1998 — 1999
Master of Science (MS), administrative studies
Universidad EAFIT 1992 — 1997
Bachelor's degree, Ingenieria de Produccion
Kevin Townsend Kevin Townsend's Merrill Lynch Experience January 2000 - Present
Job Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Zion's Investment Securities, Inc January 1997 - January 2000
Skills
Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Investments, Alternative Investments, Hedge Funds, Derivatives
Education
Boston University
Certificate of Financial Planning
University of Utah
Bachelor of Science (BS), Economics
Merrill Lynch January 2000 - Present
Zion's Investment Securities, Inc January 1997 - January 2000
Skills
Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Investments, Alternative Investments, Hedge Funds, Derivatives
Education
Boston University
Certificate of Financial Planning
University of Utah
Bachelor of Science (BS), Economics
Helene Sajer's Merrill Lynch Experience June 2010 - August 2010
Job Risk Analyst at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC July 2014 - Present
Kosmeyin March 2012 - June 2012
Weiss Asset Management May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Teamwork, C++, MATLAB, R, SAS, Java, Bloomberg Terminal, PowerPoint, Mandarin, Spanish, Academic Tutoring, International Exposure, Chinese Culture
Education
University of Chicago 2013 — 2014
Master of Science (M.S.), Financial Mathematics
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Fudan University 2012 — 2012
Chinese Studies
Renmin University of China 2011 — 2011
Contemporary China Studies Program
Peddie School 2005 — 2009
Whitebox Advisors LLC July 2014 - Present
Kosmeyin March 2012 - June 2012
Weiss Asset Management May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Teamwork, C++, MATLAB, R, SAS, Java, Bloomberg Terminal, PowerPoint, Mandarin, Spanish, Academic Tutoring, International Exposure, Chinese Culture
Education
University of Chicago 2013 — 2014
Master of Science (M.S.), Financial Mathematics
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Fudan University 2012 — 2012
Chinese Studies
Renmin University of China 2011 — 2011
Contemporary China Studies Program
Peddie School 2005 — 2009
Kevin Harris, PMP, MSPM Kevin Harris, PMP, MSPM's Merrill Lynch Experience January 2002 - June 2004
Job First Vice President, Enterprise Execution Services Program Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank April 2013 - Present
Fiserv 2010 - March 2013
Fiserv May 2008 - December 2010
CheckFree / Fiserv Financial Institutions Group July 2005 - April 2008
CheckFree / Financial Institutions Group June 2004 - June 2005
Merrill Lynch January 2002 - June 2004
Merrill Lynch February 2001 - January 2002
Merrill Lynch July 1998 - August 1999
Merrill Lynch June 1997 - June 1998
Skills
Project Management, Program Management, Portfolio Management, Relationship Management, Global Human Resources..., Leadership, SDLC, Issue Management, Risk Management, Time Management, Project Scheduling, Incident Management, Problem Management, Virtual Teams, Vendor Management, Defect Management, Release Management, Scope Management, Change Management, Communications..., Stakeholder Management, Integration Management, Communication Skills, Behavioral Interviewing, Talent Management, Project Management..., Coaching, Mentoring, Negotiation, Project Audit..., Multi Tasking, Document Management, Configuration Management, Interact with All..., Procurement, PMO, Project Management..., Customer Experience, Project Estimation, Resource Forecasting, Business Analysis, Managing Meetings, Requirements Analysis, Scope & Complexity..., PPM Prioritization, Capacity Utilization, Cost Management, Contract Management, Continuous Improvement, Six Sigma
Education
Boston University 2009 — 2011
Master of Science (MS), Project Management
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
Bachelor of Business Administration (BBA), Finance & Operations Management
University of Massachusetts (Isenberg School of Management)
B.B.A. Bachelor of Business Administration, Finance & Operations Management
St. V.
SunTrust Bank April 2013 - Present
Fiserv 2010 - March 2013
Fiserv May 2008 - December 2010
CheckFree / Fiserv Financial Institutions Group July 2005 - April 2008
CheckFree / Financial Institutions Group June 2004 - June 2005
Merrill Lynch January 2002 - June 2004
Merrill Lynch February 2001 - January 2002
Merrill Lynch July 1998 - August 1999
Merrill Lynch June 1997 - June 1998
Skills
Project Management, Program Management, Portfolio Management, Relationship Management, Global Human Resources..., Leadership, SDLC, Issue Management, Risk Management, Time Management, Project Scheduling, Incident Management, Problem Management, Virtual Teams, Vendor Management, Defect Management, Release Management, Scope Management, Change Management, Communications..., Stakeholder Management, Integration Management, Communication Skills, Behavioral Interviewing, Talent Management, Project Management..., Coaching, Mentoring, Negotiation, Project Audit..., Multi Tasking, Document Management, Configuration Management, Interact with All..., Procurement, PMO, Project Management..., Customer Experience, Project Estimation, Resource Forecasting, Business Analysis, Managing Meetings, Requirements Analysis, Scope & Complexity..., PPM Prioritization, Capacity Utilization, Cost Management, Contract Management, Continuous Improvement, Six Sigma
Education
Boston University 2009 — 2011
Master of Science (MS), Project Management
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
Bachelor of Business Administration (BBA), Finance & Operations Management
University of Massachusetts (Isenberg School of Management)
B.B.A. Bachelor of Business Administration, Finance & Operations Management
St. V.
Jennifer Leonard, CFA Jennifer Leonard, CFA's Merrill Lynch Experience 2000 - 2004
Job Vice President of Impact Investing at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group 2013 - Present
Morgan Stanley 2009 - 2013
Women's World Banking 2008 - 2009
SKS Microfinance Limited 2005 - 2007
Merrill Lynch 2000 - 2004
Skills
Latin America, Equity Research, Telecommunications, Media, Technology, Microfinance, Private Equity, Investment Management, South Asia, Impact Investing, Emerging Markets, Financial Modeling, Venture Capital, Finance
Education
Wharton School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2000
Master of Arts (M.A.), International/Global Studies
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna cum Laude
The CAPROCK Group 2013 - Present
Morgan Stanley 2009 - 2013
Women's World Banking 2008 - 2009
SKS Microfinance Limited 2005 - 2007
Merrill Lynch 2000 - 2004
Skills
Latin America, Equity Research, Telecommunications, Media, Technology, Microfinance, Private Equity, Investment Management, South Asia, Impact Investing, Emerging Markets, Financial Modeling, Venture Capital, Finance
Education
Wharton School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2000
Master of Arts (M.A.), International/Global Studies
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Peter Mitrano CFA, CFP® Peter Mitrano CFA, CFP®'s Merrill Lynch Experience 1995 - 1997
Job Vice President Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
Douglas Willig Douglas Willig's Merrill Lynch Experience September 2006 - October 2011
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
Imanuel Bernard Imanuel Bernard's Merrill Lynch Experience January 2012 - May 2012
Job IT Financial Analyst at Finish Line
Industry Financial Services
Experience
Finish Line February 2014 - Present
OneAmerica Financial Partners Inc. January 2013 - September 2013
FirstService Residential Georgia & Tennessee June 2012 - January 2013
Western & Southern Financial Group May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Georgia Gwinnett College August 2010 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Financial Reporting, Financial Modeling, Technical Support, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Salesforce.com, Morningstar, Morningstar Direct, SPSS, Client Development, Manage Client..., Customer Service, Customer Support
Education
Boston University 2013 — 2016
Master of Science (MS), Banking and Finance Management
Georgia Gwinnett College 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies - History of Business, Science, and Technology, 3.88 GPA
Finish Line February 2014 - Present
OneAmerica Financial Partners Inc. January 2013 - September 2013
FirstService Residential Georgia & Tennessee June 2012 - January 2013
Western & Southern Financial Group May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Georgia Gwinnett College August 2010 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Financial Reporting, Financial Modeling, Technical Support, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Salesforce.com, Morningstar, Morningstar Direct, SPSS, Client Development, Manage Client..., Customer Service, Customer Support
Education
Boston University 2013 — 2016
Master of Science (MS), Banking and Finance Management
Georgia Gwinnett College 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies - History of Business, Science, and Technology, 3.88 GPA
Nick Elward Nick Elward's Merrill Lynch Experience January 1995 - May 1995
Job Senior Vice President, Head of Business Development at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Jessica Cortes's Merrill Lynch Experience June 2000 - August 2000
Job Creative Director, Editorial Coordinator
Industry Writing and Editing
Experience
Martin Publications April 2012 - Present
"Dear Abbie: The Non-Advice Column" April 2013 - Present
Chloe + Isabel Inc. 2013 - Present
Villanova University August 2012 - May 2013
Villanova University August 2010 - May 2013
University of Pennsylvania January 2011 - May 2011
Merrill Lynch June 2000 - August 2000
Skills
Public Relations, Microsoft Office, Editing, Copy Editing, Proofreading, Publications, Legal Research, History, Research, Feature Articles, Teaching, Blogging, Marketing Strategy, Creative Writing, Public Speaking, Social Media, Social Media Marketing, Non-profits, Journalism, Publishing, Copywriting, Marketing Communications, Academic Tutoring, Test Preparation, Literature
Education
Villanova University 2010 — 2013
Master of Arts (M.A.), Literature
Moravian College 2008 — 2010
Bachelor of Arts (B.A.), Literature, Philosophy
Boston University
Villa Victoria Academy
High School Diploma
Martin Publications April 2012 - Present
"Dear Abbie: The Non-Advice Column" April 2013 - Present
Chloe + Isabel Inc. 2013 - Present
Villanova University August 2012 - May 2013
Villanova University August 2010 - May 2013
University of Pennsylvania January 2011 - May 2011
Merrill Lynch June 2000 - August 2000
Skills
Public Relations, Microsoft Office, Editing, Copy Editing, Proofreading, Publications, Legal Research, History, Research, Feature Articles, Teaching, Blogging, Marketing Strategy, Creative Writing, Public Speaking, Social Media, Social Media Marketing, Non-profits, Journalism, Publishing, Copywriting, Marketing Communications, Academic Tutoring, Test Preparation, Literature
Education
Villanova University 2010 — 2013
Master of Arts (M.A.), Literature
Moravian College 2008 — 2010
Bachelor of Arts (B.A.), Literature, Philosophy
Boston University
Villa Victoria Academy
High School Diploma
Eduardo Fasano's Merrill Lynch Experience June 2014 - August 2014
Job TMT Analyst, Global Corporate Investment Banking, Bank of America Merrill Lynch London
Industry Venture Capital & Private Equity
Experience
Merrill Lynch June 2014 - August 2014
Permira May 2013 - August 2013
Reckitt Benckiser June 2012 - August 2012
Skills
Mandarin, Spanish, Foreign Languages, English, Italian, PowerPoint, French, Microsoft Excel, Microsoft Word, Mergers & Acquisitions
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Major Finance & Minor Economics
TASIS The American School in England 2007 — 2011
International Baccalaureate Diploma
SRDS 2004 — 2007
Merrill Lynch June 2014 - August 2014
Permira May 2013 - August 2013
Reckitt Benckiser June 2012 - August 2012
Skills
Mandarin, Spanish, Foreign Languages, English, Italian, PowerPoint, French, Microsoft Excel, Microsoft Word, Mergers & Acquisitions
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Major Finance & Minor Economics
TASIS The American School in England 2007 — 2011
International Baccalaureate Diploma
SRDS 2004 — 2007
Romaana Zia's Merrill Lynch Experience February 2005 - April 2008
Job
Industry Investment Management
Experience
Capital Group June 2015 - Present
Nyla Noor, Inc. January 2009 - Present
City National Bank August 2011 - October 2014
Merrill Lynch February 2005 - April 2008
Fitch Ratings June 2001 - February 2005
Skills
Financial Services, Portfolio Management, Credit, Risk Management, Banking, Credit Risk, Credit Analysis, Financial Risk, Finance, Financial Analysis, Due Diligence, Structured Finance, Loans, Analysis, Investments
Education
Boston University 2006 — 2008
Master of Science, Major: Management, Concentration: Finance
Florida State University 1997 — 2001
Bachelor of Arts, Major: International Relations, Emphasis: International Marketing, Minor: Spanish
Capital Group June 2015 - Present
Nyla Noor, Inc. January 2009 - Present
City National Bank August 2011 - October 2014
Merrill Lynch February 2005 - April 2008
Fitch Ratings June 2001 - February 2005
Skills
Financial Services, Portfolio Management, Credit, Risk Management, Banking, Credit Risk, Credit Analysis, Financial Risk, Finance, Financial Analysis, Due Diligence, Structured Finance, Loans, Analysis, Investments
Education
Boston University 2006 — 2008
Master of Science, Major: Management, Concentration: Finance
Florida State University 1997 — 2001
Bachelor of Arts, Major: International Relations, Emphasis: International Marketing, Minor: Spanish
Jake DiBattista's Merrill Lynch Experience July 2014 - October 2014
Job Wealth & Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Patagonia August 2015 - Present
Mix One Studios January 2015 - Present
Unos Chicago Bar & Grill June 2015 - August 2015
Merrill Lynch July 2014 - October 2014
Urban Outfitters April 2014 - August 2014
Let’s Gogh Art January 2007 - August 2012
Endicott College September 2011 - February 2012
Hannaford Supermarkets June 2011 - August 2011
Skills
Computer Security, Pro Tools, Data Entry, Vulnerability Assessment, Computer Network..., Computer Program, C++, Logic Pro, Music Production, Studio Recording, Microsoft Office, JGrasp, Mac OS, Windows, Computer Proficiency, Financial Accounting, Ableton Live, Audio Engineering, Customer Service, Economics, Social Media Marketing, Market Analysis, Stock Market Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Boston University 2012 — 2015
Bachelor's Degree, Economics
Endicott College 2011 — 2012
Computer Science
Saint Bernard’s Central Catholic High School 2007 — 2011
High School Diploma
Patagonia August 2015 - Present
Mix One Studios January 2015 - Present
Unos Chicago Bar & Grill June 2015 - August 2015
Merrill Lynch July 2014 - October 2014
Urban Outfitters April 2014 - August 2014
Let’s Gogh Art January 2007 - August 2012
Endicott College September 2011 - February 2012
Hannaford Supermarkets June 2011 - August 2011
Skills
Computer Security, Pro Tools, Data Entry, Vulnerability Assessment, Computer Network..., Computer Program, C++, Logic Pro, Music Production, Studio Recording, Microsoft Office, JGrasp, Mac OS, Windows, Computer Proficiency, Financial Accounting, Ableton Live, Audio Engineering, Customer Service, Economics, Social Media Marketing, Market Analysis, Stock Market Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Boston University 2012 — 2015
Bachelor's Degree, Economics
Endicott College 2011 — 2012
Computer Science
Saint Bernard’s Central Catholic High School 2007 — 2011
High School Diploma
Hernan Fonseca's Merrill Lynch Experience 1992 - 1996
Job President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
Nationwide Financial November 2006 - May 2013
Nationwide Financial 2000 - November 2006
Ohio Savings Securities, Inc. 1997 - 2000
Citi 1996 - 1997
Merrill Lynch 1992 - 1996
Skills
Investments, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Wealth Management, Series 6, Asset Allocation, 401k, Strategic Financial..., Securities, Insurance
Education
Nova Southeastern University 1997 — 1999
MBA, Business
Boston University 1988 — 1992
BA, International Relations
Nationwide Financial May 2013 - Present
Nationwide Financial November 2006 - May 2013
Nationwide Financial 2000 - November 2006
Ohio Savings Securities, Inc. 1997 - 2000
Citi 1996 - 1997
Merrill Lynch 1992 - 1996
Skills
Investments, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Wealth Management, Series 6, Asset Allocation, 401k, Strategic Financial..., Securities, Insurance
Education
Nova Southeastern University 1997 — 1999
MBA, Business
Boston University 1988 — 1992
BA, International Relations
Robert M. Savage Robert M. Savage's Merrill Lynch Experience February 2007 - August 2011
Job Financial Advisor with Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Merrill Lynch February 2007 - August 2011
Northwestern Mutual May 2005 - February 2007
Massachusetts Export Center 2004 - 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Estate Planning, Financial Advisory, High Net Worth..., Employee Stock Options, Executive Benefit..., Finance
Education
Boston University
Financial Planning
University of Massachusetts Dartmouth
Marketing, International Finance
Wells Fargo Advisors August 2011 - Present
Merrill Lynch February 2007 - August 2011
Northwestern Mutual May 2005 - February 2007
Massachusetts Export Center 2004 - 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Estate Planning, Financial Advisory, High Net Worth..., Employee Stock Options, Executive Benefit..., Finance
Education
Boston University
Financial Planning
University of Massachusetts Dartmouth
Marketing, International Finance
Saoirse Hinksmon's Merrill Lynch Experience June 2012 - August 2012
Job Marketing and Communications Associate at Xerox
Industry Marketing and Advertising
Experience
Xerox August 2015 - Present
The Drybar August 2013 - Present
HGH Infrared Systems January 2015 - May 2015
See Fit, Inc. September 2014 - January 2015
Boston University Admissions August 2013 - January 2015
Boston University August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Consulate of the Republic of Togo April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Social Media, Teamwork, Data Analysis, Research, SPSS, Market Research, Marketing Strategy, Customer Service, Online Advertising, Business Development, Business Strategy, Facebook, Twitter, Microsoft Office, PowerPoint, Financial Analysis, Public Speaking, Cashiering, Retail Sales, Adobe Photoshop, Retail, Data Entry, Inventory, Pinterest, Tumblr, Instagram, Sales, iMovie, WiX, WordPress
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Marketing, Junior
Marymount High School 2007 — 2011
Xerox August 2015 - Present
The Drybar August 2013 - Present
HGH Infrared Systems January 2015 - May 2015
See Fit, Inc. September 2014 - January 2015
Boston University Admissions August 2013 - January 2015
Boston University August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Consulate of the Republic of Togo April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Social Media, Teamwork, Data Analysis, Research, SPSS, Market Research, Marketing Strategy, Customer Service, Online Advertising, Business Development, Business Strategy, Facebook, Twitter, Microsoft Office, PowerPoint, Financial Analysis, Public Speaking, Cashiering, Retail Sales, Adobe Photoshop, Retail, Data Entry, Inventory, Pinterest, Tumblr, Instagram, Sales, iMovie, WiX, WordPress
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Marketing, Junior
Marymount High School 2007 — 2011
Justin Saponara Justin Saponara's Merrill Lynch Experience August 2008 - June 2010
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Morgan Stanley 2010 - Present
Merrill Lynch August 2008 - June 2010
Merrill Lynch February 2006 - August 2008
Merrill Lynch October 2003 - February 2006
Merrill Lynch July 2002 - October 2003
Skills
Sales&Marketing, Relationship Management, Managerial Skills, Liquidity Management, Pipeline Management, Leveraging Strategic..., Commercial Lending, Cash Management, Microsoft Office, Client-focused, Financial Analysis, Sales & Marketing, Series 7, Banking, Management, Mortgage Lending, Wealth Management
Education
Boston University 2006 — 2008
Master of Science (M.S.), Business Administration and Management, General
The College of New Jersey 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley June 2010 - Present
Morgan Stanley 2010 - Present
Merrill Lynch August 2008 - June 2010
Merrill Lynch February 2006 - August 2008
Merrill Lynch October 2003 - February 2006
Merrill Lynch July 2002 - October 2003
Skills
Sales&Marketing, Relationship Management, Managerial Skills, Liquidity Management, Pipeline Management, Leveraging Strategic..., Commercial Lending, Cash Management, Microsoft Office, Client-focused, Financial Analysis, Sales & Marketing, Series 7, Banking, Management, Mortgage Lending, Wealth Management
Education
Boston University 2006 — 2008
Master of Science (M.S.), Business Administration and Management, General
The College of New Jersey 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Jeffrey Gersten's Merrill Lynch Experience September 1998 - February 2002
Job Senior Vice President Wealth Management Senior Portfolio Manager
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
Linda Eaton's Merrill Lynch Experience 1980 - 1989
Job Senior Vice President at Cannon Financial Institute
Industry Professional Training & Coaching
Experience
Cannon Financial Institute June 2011 - Present
Family Promise of WNY 2010 - 2012
Galileo Initiative June 2001 - August 2011
Cannon Financial Institute 2011 - 2011
Cannon Financial Institute 2011 - 2011
FranklinCovey 1989 - 2001
Franklin Covey 1989 - 2001
Merrill Lynch 1980 - 1989
Education
Boston University
Cannon Financial Institute June 2011 - Present
Family Promise of WNY 2010 - 2012
Galileo Initiative June 2001 - August 2011
Cannon Financial Institute 2011 - 2011
Cannon Financial Institute 2011 - 2011
FranklinCovey 1989 - 2001
Franklin Covey 1989 - 2001
Merrill Lynch 1980 - 1989
Education
Boston University
Elizabeth Ngo's Merrill Lynch Experience July 2010 - April 2015
Job at
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Wolters Kluwer April 2015 - August 2015
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch July 2010 - April 2015
University Credit Union January 2010 - July 2010
Skills
Six Sigma Green Belt..., ITIL Foundation..., Six Sigma, ITIL Certified, Business Process, Leadership, Analysis, Agile Methodologies, Microsoft Office, Microsoft Word, Project Planning, Project Management, PowerPoint
Education
Boston University 2007 — 2011
BSBA, Finance, Operations Management, International Management
John Hancock Financial Services August 2015 - Present
Wolters Kluwer April 2015 - August 2015
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch July 2010 - April 2015
University Credit Union January 2010 - July 2010
Skills
Six Sigma Green Belt..., ITIL Foundation..., Six Sigma, ITIL Certified, Business Process, Leadership, Analysis, Agile Methodologies, Microsoft Office, Microsoft Word, Project Planning, Project Management, PowerPoint
Education
Boston University 2007 — 2011
BSBA, Finance, Operations Management, International Management
Jamie Hom's Merrill Lynch Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Brixmor March 2013 - May 2014
Merrill Lynch 2011 - 2011
JPMorgan Chase July 2009 - August 2009
Goldman Sachs July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Analysis, Microsoft Office, Accounting, Outlook, Access, Customer Service, Data Analysis, Data Entry, Research, Public Speaking, Windows, Social Media, Spanish, Recruiting, Coaching, Event Planning, Photoshop, HTML, Financial Modeling
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Brooklyn Technical High School 2004 — 2008
Technology Liberal Arts
Brixmor March 2013 - May 2014
Merrill Lynch 2011 - 2011
JPMorgan Chase July 2009 - August 2009
Goldman Sachs July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Analysis, Microsoft Office, Accounting, Outlook, Access, Customer Service, Data Analysis, Data Entry, Research, Public Speaking, Windows, Social Media, Spanish, Recruiting, Coaching, Event Planning, Photoshop, HTML, Financial Modeling
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Brooklyn Technical High School 2004 — 2008
Technology Liberal Arts
Natalia Tucholska's Merrill Lynch Experience June 2012 - August 2012
Job Data Associate at FinTech Sandbox
Industry Financial Services
Experience
FinTech Sandbox September 2015 - Present
Office of the Comptroller of the Currency June 2015 - August 2015
BBVA Compass June 2014 - August 2014
Gaotime February 2014 - May 2014
Envest Microfinance June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Java, Stata, Tableau, SAS
Education
Boston University 2012 — 2016
Master's degree, Economics
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
FinTech Sandbox September 2015 - Present
Office of the Comptroller of the Currency June 2015 - August 2015
BBVA Compass June 2014 - August 2014
Gaotime February 2014 - May 2014
Envest Microfinance June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Java, Stata, Tableau, SAS
Education
Boston University 2012 — 2016
Master's degree, Economics
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Michael Daudelin Michael Daudelin's Merrill Lynch Experience April 1987 - May 1992
Job President at Allegiance Financial Services, Inc.
Industry Investment Management
Experience
Allegiance Financial Services, Inc. May 1992 - Present
Merrill Lynch April 1987 - May 1992
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Wealth Management, Financial Modeling, Asset Management
Education
Boston University - Metropolitan College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Boston University
Bachelor's degree
Allegiance Financial Services, Inc. May 1992 - Present
Merrill Lynch April 1987 - May 1992
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Wealth Management, Financial Modeling, Asset Management
Education
Boston University - Metropolitan College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Boston University
Bachelor's degree
Nathaniel B. Cary Nathaniel B. Cary's Merrill Lynch Experience 1998 - 2001
Job Vice President, Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Keshav Agnihotri's Merrill Lynch Experience June 2010 - December 2010
Job Associate at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
La Mar T. Gunn, MBA, CFRE La Mar T. Gunn, MBA, CFRE's Merrill Lynch Experience 1999 - 2004
Job Chairman & CEO at Gunn Wealth Management, LLC
Industry Financial Services
Experience
Gunn Wealth Management, LLC May 2004 - Present
Gunn Wealth Management 2004 - June 2013
Delaware State University April 2010 - February 2011
Merrill Lynch 1999 - 2004
Skills
Strategic Planning, Analysis, Public Speaking, Team Building, Administration, Coaching, System Administration, Fundraising, Investments, Finance, Strategic Financial..., Nonprofits, Asset Management, Negotiation, Insurance, Entrepreneurship, Management, Leadership, Marketing, PowerPoint, Process Improvement, Project Management, Research, Social Networking, Strategy, Teaching, Financial Planning
Education
University of Delaware 1992 — 1996
BA, Liberal Arts (Medical Scholars)
Boston University
Certificate in Financial Planning, Financial Planning and Services
Delaware State University
Master of Business Administration (MBA), MBA
Investment Banking Institute of New York
Gunn Wealth Management, LLC May 2004 - Present
Gunn Wealth Management 2004 - June 2013
Delaware State University April 2010 - February 2011
Merrill Lynch 1999 - 2004
Skills
Strategic Planning, Analysis, Public Speaking, Team Building, Administration, Coaching, System Administration, Fundraising, Investments, Finance, Strategic Financial..., Nonprofits, Asset Management, Negotiation, Insurance, Entrepreneurship, Management, Leadership, Marketing, PowerPoint, Process Improvement, Project Management, Research, Social Networking, Strategy, Teaching, Financial Planning
Education
University of Delaware 1992 — 1996
BA, Liberal Arts (Medical Scholars)
Boston University
Certificate in Financial Planning, Financial Planning and Services
Delaware State University
Master of Business Administration (MBA), MBA
Investment Banking Institute of New York
Josiah Sewell Josiah Sewell's Merrill Lynch Experience September 2012 - October 2013
Job Operations Specialist at Cadinha & Co., LLC
Industry Financial Services
Experience
Cadinha & Co., LLC November 2013 - Present
Merrill Lynch September 2012 - October 2013
Fatigue Science April 2011 - July 2012
Fatigue Science February 2007 - July 2012
Archinoetics, LLC February 2007 - April 2011
Archinoetics, LLC July 2008 - January 2011
University of Hawaii January 2006 - December 2007
Hawaii Institute of Marine Biology January 2004 - December 2005
Skills
Microsoft Office, Creative Writing, Technical Writing, Problem Solving, Photography, Graphic Design, Adobe Creative Suite, Photoshop, CRM Integration, Microsoft CRM, Project Management, Matlab, Lecturing, Quality Assurance, Field Work, Master Scuba Diver, Logistics Management, Inventory Management, Supply Chain Management, Goal Oriented, Team Building, Work Well Independently, Travel Planning, Feedback Management, Leadership, Training, Research, Public Relations, Social Media, Science, Management, Nonprofits, Product Development, Data Analysis, Statistics, Customer Service, Public Speaking, Strategy, Strategic Planning, Proposal Writing, Analysis, Teaching, Scuba Diving, Scientific Writing, Software Documentation, Report Writing, CRM, Team Leadership, Cross-functional Team..., User Experience
Education
University of Hawaii at Manoa 2003 — 2006
M.S., Zoology (Neuroscience)
Boston University 1999 — 2003
BA, BS, Biology (Marine Science), Photojournalism
Cadinha & Co., LLC November 2013 - Present
Merrill Lynch September 2012 - October 2013
Fatigue Science April 2011 - July 2012
Fatigue Science February 2007 - July 2012
Archinoetics, LLC February 2007 - April 2011
Archinoetics, LLC July 2008 - January 2011
University of Hawaii January 2006 - December 2007
Hawaii Institute of Marine Biology January 2004 - December 2005
Skills
Microsoft Office, Creative Writing, Technical Writing, Problem Solving, Photography, Graphic Design, Adobe Creative Suite, Photoshop, CRM Integration, Microsoft CRM, Project Management, Matlab, Lecturing, Quality Assurance, Field Work, Master Scuba Diver, Logistics Management, Inventory Management, Supply Chain Management, Goal Oriented, Team Building, Work Well Independently, Travel Planning, Feedback Management, Leadership, Training, Research, Public Relations, Social Media, Science, Management, Nonprofits, Product Development, Data Analysis, Statistics, Customer Service, Public Speaking, Strategy, Strategic Planning, Proposal Writing, Analysis, Teaching, Scuba Diving, Scientific Writing, Software Documentation, Report Writing, CRM, Team Leadership, Cross-functional Team..., User Experience
Education
University of Hawaii at Manoa 2003 — 2006
M.S., Zoology (Neuroscience)
Boston University 1999 — 2003
BA, BS, Biology (Marine Science), Photojournalism
Joyce Haddad-Kosciuszko Joyce Haddad-Kosciuszko's Merrill Lynch Experience 1984 - 1996
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty March 2010 - Present
Merrill Lynch 1984 - 1996
Mid-City Associates 1980 - 1984
Skills
Real Estate, Sellers, Real Estate Transactions, Buyer Representation, First Time Home Buyers, Investments, Relocation, Listings, Property, New Home Sales, Condos, Single Family Homes, Buyers, Short Sales, ABR, SFR, Townhomes
Education
City University of New York 1978 — 1980
MBA, Finance
Boston University 1972 — 1976
B.A., Economics
The Berkeley Carroll School
High School, High School/Secondary Diploma Programs
Keller Williams Realty March 2010 - Present
Merrill Lynch 1984 - 1996
Mid-City Associates 1980 - 1984
Skills
Real Estate, Sellers, Real Estate Transactions, Buyer Representation, First Time Home Buyers, Investments, Relocation, Listings, Property, New Home Sales, Condos, Single Family Homes, Buyers, Short Sales, ABR, SFR, Townhomes
Education
City University of New York 1978 — 1980
MBA, Finance
Boston University 1972 — 1976
B.A., Economics
The Berkeley Carroll School
High School, High School/Secondary Diploma Programs
Hernan Fonseca's Merrill Lynch Experience 1992 - 1996
Job President Financial Institution Distributors Agency, Inc.
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
Nationwide Financial November 2006 - May 2013
Nationwide Financial 2000 - November 2006
Ohio Savings Securities, Inc. 1997 - 2000
Citi 1996 - 1997
Merrill Lynch 1992 - 1996
Skills
Investments, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Wealth Management, Series 6, Asset Allocation, 401k, Strategic Financial..., Securities, Insurance
Education
Nova Southeastern University 1997 — 1999
MBA, Business
Boston University 1988 — 1992
BA, International Relations
Nationwide Financial May 2013 - Present
Nationwide Financial November 2006 - May 2013
Nationwide Financial 2000 - November 2006
Ohio Savings Securities, Inc. 1997 - 2000
Citi 1996 - 1997
Merrill Lynch 1992 - 1996
Skills
Investments, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Wealth Management, Series 6, Asset Allocation, 401k, Strategic Financial..., Securities, Insurance
Education
Nova Southeastern University 1997 — 1999
MBA, Business
Boston University 1988 — 1992
BA, International Relations
Denzil D. Thies's Merrill Lynch Experience June 1998 - September 2004
Job Division Director, HSIN Program and Deputy Director, Office of Applied Technology, CIO at DHS
Industry Military
Experience
Department of Homeland Security July 2010 - Present
Department of Homeland Security - OPS April 2009 - July 2010
U.S. NAVY, OPNAV N6 May 2006 - April 2009
Alfred State College September 2004 - April 2005
Merrill Lynch June 1998 - September 2004
U.S.Navy Military Service February 1971 - March 1998
Skills
Information Assurance, DoD, Government, Security Clearance, Program Management, Military, Staff Development, IT Financial Management, Security, Performance Management, Agile Project Management, Business Transformation, Change Management, Financial Planning and..., Government Contract..., Business Process..., Performance Improvement, IT Prog, Cross-functional Team..., Management, Resource and Asset..., PPBES, Governance, Leadership, Enterprise Architecture, Integration, Analysis, Project Portfolio..., PMO, Business Process, Enterprise Software, Project Planning, Operations Management, Federal Government, Information Technology, Training, Government Contracting, PMP, IT Strategy, Homeland Security, Defense, Intelligence, Strategic Planning, Business Process..., Information Security, CISSP, IT Management, Executive Management, Vulnerability Assessment, Computer Security
Education
Boston University 1992 — 1994
MBA, Business Administration
Salva Regina University
Master of Arts (M.A.), International Relations and Affairs
Senior Naval War College
Master of Arts (M.A.), Strategic Studies
University of Nebraska at Kearney
Bachelor of Science (B.S.), Math and Physics
Department of Homeland Security July 2010 - Present
Department of Homeland Security - OPS April 2009 - July 2010
U.S. NAVY, OPNAV N6 May 2006 - April 2009
Alfred State College September 2004 - April 2005
Merrill Lynch June 1998 - September 2004
U.S.Navy Military Service February 1971 - March 1998
Skills
Information Assurance, DoD, Government, Security Clearance, Program Management, Military, Staff Development, IT Financial Management, Security, Performance Management, Agile Project Management, Business Transformation, Change Management, Financial Planning and..., Government Contract..., Business Process..., Performance Improvement, IT Prog, Cross-functional Team..., Management, Resource and Asset..., PPBES, Governance, Leadership, Enterprise Architecture, Integration, Analysis, Project Portfolio..., PMO, Business Process, Enterprise Software, Project Planning, Operations Management, Federal Government, Information Technology, Training, Government Contracting, PMP, IT Strategy, Homeland Security, Defense, Intelligence, Strategic Planning, Business Process..., Information Security, CISSP, IT Management, Executive Management, Vulnerability Assessment, Computer Security
Education
Boston University 1992 — 1994
MBA, Business Administration
Salva Regina University
Master of Arts (M.A.), International Relations and Affairs
Senior Naval War College
Master of Arts (M.A.), Strategic Studies
University of Nebraska at Kearney
Bachelor of Science (B.S.), Math and Physics
Lisa Buhain Winslow's Merrill Lynch Experience 2003 - 2009
Job at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2009 - Present
Merrill Lynch 2003 - 2009
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
ML International Ltd. 1997 - 1998
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Loans, Portfolio Management, Strategy, Trading
Education
Boston University 1993 — 1997
BA
Morgan Stanley Investment Management 2009 - Present
Merrill Lynch 2003 - 2009
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
ML International Ltd. 1997 - 1998
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Loans, Portfolio Management, Strategy, Trading
Education
Boston University 1993 — 1997
BA
Skye Jaynes's Merrill Lynch Experience July 2011 - Present
Job Trust Officer at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2011 - Present
Bank of America June 2008 - July 2011
JPMorgan Chase September 2010 - January 2011
Education
Boston University 2003 — 2007
B.A., English Literature
Merrill Lynch July 2011 - Present
Bank of America June 2008 - July 2011
JPMorgan Chase September 2010 - January 2011
Education
Boston University 2003 — 2007
B.A., English Literature
Paul Roche's Merrill Lynch Experience July 1995 - August 2008
Job Morgan Stanley; USMC
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
United States Marine Corps 1986 - Present
Merrill Lynch July 1995 - August 2008
Education
Boston University 1989 — 1991
MS, Computer Science
Jacksonville University 1982 — 1986
BS, Computer Science
Boston College High School 1978 — 1982
Morgan Stanley August 2008 - Present
United States Marine Corps 1986 - Present
Merrill Lynch July 1995 - August 2008
Education
Boston University 1989 — 1991
MS, Computer Science
Jacksonville University 1982 — 1986
BS, Computer Science
Boston College High School 1978 — 1982
Lori Helwing Lori Helwing's Merrill Lynch Experience June 2008 - February 2010
Job US Economist at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management L.P. March 2010 - Present
Merrill Lynch June 2008 - February 2010
Wellington Management Company December 1999 - January 2007
Wellington Management Company December 1998 - December 1999
Adams, Harkness & Hill October 1997 - December 1998
Skills
Economics, Macroeconomics, Investment Management, Asset Management, Econometrics, Hedge Funds, Global Macro, Forecasting, Fixed Income, Analysis, Emerging Markets, Equity Research, Investments, Portfolio Management, Financial Markets, Equities
Education
Boston University 2007 — 2008
MA Candidate
Hobart and William Smith Colleges 1993 — 1997
BA
Point72 Asset Management L.P. March 2010 - Present
Merrill Lynch June 2008 - February 2010
Wellington Management Company December 1999 - January 2007
Wellington Management Company December 1998 - December 1999
Adams, Harkness & Hill October 1997 - December 1998
Skills
Economics, Macroeconomics, Investment Management, Asset Management, Econometrics, Hedge Funds, Global Macro, Forecasting, Fixed Income, Analysis, Emerging Markets, Equity Research, Investments, Portfolio Management, Financial Markets, Equities
Education
Boston University 2007 — 2008
MA Candidate
Hobart and William Smith Colleges 1993 — 1997
BA
Peter Kyriakoulis, CDFA™'s Merrill Lynch Experience February 2007 - March 2009
Job Founder, Managing Partner at VII Capital Group, LLC
Industry Financial Services
Experience
VII Capital Group, LLC April 2009 - Present
Merrill Lynch February 2007 - March 2009
US Army May 2002 - December 2006
Skills
Leadership, Team Building, Strategic Planning, Financial Analysis, Investments, Management, Private Equity, Marketing Strategy, Leadership Development, Team Leadership, Business Strategy, Finance, Project Management, Risk Management, Equities, Operations Management, Military Experience, Commodity Markets, Commodity Risk..., Financial Planning
Education
Boston University 1998 — 2002
Bachelor of Arts (B.A.), Classical and Ancient Studies
VII Capital Group, LLC April 2009 - Present
Merrill Lynch February 2007 - March 2009
US Army May 2002 - December 2006
Skills
Leadership, Team Building, Strategic Planning, Financial Analysis, Investments, Management, Private Equity, Marketing Strategy, Leadership Development, Team Leadership, Business Strategy, Finance, Project Management, Risk Management, Equities, Operations Management, Military Experience, Commodity Markets, Commodity Risk..., Financial Planning
Education
Boston University 1998 — 2002
Bachelor of Arts (B.A.), Classical and Ancient Studies
John Felter's Merrill Lynch Experience January 1995 - July 2004
Job Managing Director at Waterstone Defeasance, LLC
Industry Banking
Experience
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Roberto Donovan Roberto Donovan's Merrill Lynch Experience October 1999 - May 2001
Job CCO at TradeKing Advisors, Inc.
Industry Financial Services
Experience
TradeKing October 2014 - Present
TradeKing April 2008 - October 2012
TradeKing May 2005 - April 2008
optionsXpress November 2002 - May 2005
Merrill Lynch October 1999 - May 2001
Suretrade February 1996 - October 1999
Skills
Options, Securities, Equities, Fixed Income, Risk Management, AML, Trading, Investments, Financial Markets, Financial Services, Wealth Management, Banking, Financial Risk, Investment Advisory, Bonds, Equity Trading
Education
Università degli Studi di Firenze 1989 — 1992
Laurea, Business & Economics / Commercial Law
Boston University 1985 — 1989
BA, Economics
The Taft School, Watertown CT 1981 — 1985
High School
TradeKing October 2014 - Present
TradeKing April 2008 - October 2012
TradeKing May 2005 - April 2008
optionsXpress November 2002 - May 2005
Merrill Lynch October 1999 - May 2001
Suretrade February 1996 - October 1999
Skills
Options, Securities, Equities, Fixed Income, Risk Management, AML, Trading, Investments, Financial Markets, Financial Services, Wealth Management, Banking, Financial Risk, Investment Advisory, Bonds, Equity Trading
Education
Università degli Studi di Firenze 1989 — 1992
Laurea, Business & Economics / Commercial Law
Boston University 1985 — 1989
BA, Economics
The Taft School, Watertown CT 1981 — 1985
High School
Richard Welsh, CFA Richard Welsh, CFA's Merrill Lynch Experience April 2010 - February 2011
Job Principal at Liquid Capital Partners
Industry Financial Services
Experience
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Deb Kalish Deb Kalish's Merrill Lynch Experience 1981 - 2001
Job Experienced educator and facilitator
Industry Education Management
Experience
The Willow School October 2010 - Present
Grammar, writing and test prep skills for middle and high school students 2007 - Present
Sage Day Enterprises February 2004 - July 2009
Purnell School 2002 - 2004
Merrill Lynch 1981 - 2001
Skills
Presentation Design, Resume Writing, College Applications, Creative Writing, Proposal Writing, Study Skills, Test Preparation, Special Education, Strategy, Tutoring, Staff Development, Human Resources, Curriculum Design, E-Learning, Curriculum Development, Teaching, Public Speaking, Instructional Design, Community Outreach
Education
Boston University 1967 — 1971
BS, Elem Ed
University of Southern California 1971 — 1972
M.Ed., Elem. Education
Tel Aviv University 1973 — 1974
Certificate to teach English as a Second Language, English as a second language
Departmart of Education - NJ
Certificate of Eligibility with Advanced Standing, K-5
The Willow School October 2010 - Present
Grammar, writing and test prep skills for middle and high school students 2007 - Present
Sage Day Enterprises February 2004 - July 2009
Purnell School 2002 - 2004
Merrill Lynch 1981 - 2001
Skills
Presentation Design, Resume Writing, College Applications, Creative Writing, Proposal Writing, Study Skills, Test Preparation, Special Education, Strategy, Tutoring, Staff Development, Human Resources, Curriculum Design, E-Learning, Curriculum Development, Teaching, Public Speaking, Instructional Design, Community Outreach
Education
Boston University 1967 — 1971
BS, Elem Ed
University of Southern California 1971 — 1972
M.Ed., Elem. Education
Tel Aviv University 1973 — 1974
Certificate to teach English as a Second Language, English as a second language
Departmart of Education - NJ
Certificate of Eligibility with Advanced Standing, K-5
Nancy Weisel, CIMA Nancy Weisel, CIMA's Merrill Lynch Experience June 1988 - November 1997
Job Western Divisional Director at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management January 2011 - Present
Grubb & Ellis Alesco Global Advisors, LLC April 2010 - October 2010
Wells Fargo Advisors 2008 - 2009
Wachovia Securities 2008 - 2009
Neuberger Berman 1997 - 2008
Merrill Lynch June 1988 - November 1997
Skills
Sales, Public Speaking, Mutual Funds, Asset Managment, Separately Managed..., Financial Advisory, Brokerage, Series 7, Investment Strategies, Asset Management, FINRA, Securities, Uniform Combined State..., Series 6, ETFs, Hedge Funds, Alternative Investments, Wealth Management, Equities, Bonds, Financial Services, Series 63, Retirement, Investment Advisory, Finance, Asset Allocation, Investment Management, Investments
Education
Boston University
Bachelor's degree, Sociology
Pace University - Lubin School of Business
MBA, Finance
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management January 2011 - Present
Grubb & Ellis Alesco Global Advisors, LLC April 2010 - October 2010
Wells Fargo Advisors 2008 - 2009
Wachovia Securities 2008 - 2009
Neuberger Berman 1997 - 2008
Merrill Lynch June 1988 - November 1997
Skills
Sales, Public Speaking, Mutual Funds, Asset Managment, Separately Managed..., Financial Advisory, Brokerage, Series 7, Investment Strategies, Asset Management, FINRA, Securities, Uniform Combined State..., Series 6, ETFs, Hedge Funds, Alternative Investments, Wealth Management, Equities, Bonds, Financial Services, Series 63, Retirement, Investment Advisory, Finance, Asset Allocation, Investment Management, Investments
Education
Boston University
Bachelor's degree, Sociology
Pace University - Lubin School of Business
MBA, Finance
Jordanka Sitnova Jordanka Sitnova's Merrill Lynch Experience 2004 - 2006
Job Assistant Vice President, Financial Reporting Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Scott G. Wilson, CFP®, CRPC®'s Merrill Lynch Experience April 2003 - November 2008
Job First Vice President Wealth Management, Wilson Wealth Management Group
Industry Financial Services
Experience
UBS March 2015 - Present
UBS January 2012 - March 2015
UBS Financial Services, Inc. November 2008 - January 2012
Merrill Lynch April 2003 - November 2008
US Army December 2003 - December 2004
GE Capital December 2001 - March 2003
US Army September 1999 - February 2003
GE Capital October 2000 - December 2001
GE Capital August 1999 - October 2000
US Army May 1993 - August 1999
Education
Boston University 1989 — 1993
BS
College for Financial Planning
CFP®, CRPC®
UBS March 2015 - Present
UBS January 2012 - March 2015
UBS Financial Services, Inc. November 2008 - January 2012
Merrill Lynch April 2003 - November 2008
US Army December 2003 - December 2004
GE Capital December 2001 - March 2003
US Army September 1999 - February 2003
GE Capital October 2000 - December 2001
GE Capital August 1999 - October 2000
US Army May 1993 - August 1999
Education
Boston University 1989 — 1993
BS
College for Financial Planning
CFP®, CRPC®
Mary Grinman's Merrill Lynch Experience June 2010 - December 2011
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates September 2015 - Present
Thomson Reuters Westlaw August 2013 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
New England Legal Foundation May 2013 - August 2013
Boston University Economics Department April 2012 - July 2012
Sigma Kappa Sorority Delta Chapter December 2010 - May 2012
Merrill Lynch June 2010 - December 2011
Perry, Krumsiek & Jack October 2009 - February 2010
Hebrew College September 2007 - June 2008
Skills
Russian
Education
Harvard Law School 2012 — 2015
Doctor of Law (J.D.)
Boston University 2008 — 2012
Bachelor of Arts (B.A.) in Economics; Bachelor of Arts (B.A.) in Philosophy
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates September 2015 - Present
Thomson Reuters Westlaw August 2013 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
New England Legal Foundation May 2013 - August 2013
Boston University Economics Department April 2012 - July 2012
Sigma Kappa Sorority Delta Chapter December 2010 - May 2012
Merrill Lynch June 2010 - December 2011
Perry, Krumsiek & Jack October 2009 - February 2010
Hebrew College September 2007 - June 2008
Skills
Russian
Education
Harvard Law School 2012 — 2015
Doctor of Law (J.D.)
Boston University 2008 — 2012
Bachelor of Arts (B.A.) in Economics; Bachelor of Arts (B.A.) in Philosophy
Kristen Chae's Merrill Lynch Experience September 1993 - August 1999
Job CoFounder | www.aParently.com
Industry Internet
Experience
aParently January 2014 - Present
GlobeArc, LLC 2007 - Present
Little Apples Photography July 2009 - January 2015
Barra, Inc / MSCI, Inc (Morgan Stanley subsidiary) September 1999 - February 2005
Merrill Lynch September 1993 - August 1999
Education
Boston University
aParently January 2014 - Present
GlobeArc, LLC 2007 - Present
Little Apples Photography July 2009 - January 2015
Barra, Inc / MSCI, Inc (Morgan Stanley subsidiary) September 1999 - February 2005
Merrill Lynch September 1993 - August 1999
Education
Boston University
Jeff DeAngelis's Merrill Lynch Experience December 2006 - March 2009
Job Development Producer/ Artist Relations
Industry Entertainment
Experience
Badass media/Asylum Ent December 2014 - Present
Warner Brothers Television August 2014 - December 2014
Magallon Entertainment July 2011 - November 2014
8th Day Entertainment January 2008 - February 2011
Merrill Lynch December 2006 - March 2009
Skills
Reality TV, Film Production, Screenwriting, Television, Film, Entrepreneurship, Entertainment Industry, Media & Entertainment, Video Production, Directing Talent, Account Management, Personal Finance, Client Relations, Entertainment Relations, Feature Films, Music, Music Industry, Final Draft, Entertainment, Field Production, Operations Management, Corporate Finance, Marketing Strategy, Strategic Public..., Guitarist
Education
Boston University 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.1
Boston College High School 1993 — 1997
Academics
Badass media/Asylum Ent December 2014 - Present
Warner Brothers Television August 2014 - December 2014
Magallon Entertainment July 2011 - November 2014
8th Day Entertainment January 2008 - February 2011
Merrill Lynch December 2006 - March 2009
Skills
Reality TV, Film Production, Screenwriting, Television, Film, Entrepreneurship, Entertainment Industry, Media & Entertainment, Video Production, Directing Talent, Account Management, Personal Finance, Client Relations, Entertainment Relations, Feature Films, Music, Music Industry, Final Draft, Entertainment, Field Production, Operations Management, Corporate Finance, Marketing Strategy, Strategic Public..., Guitarist
Education
Boston University 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.1
Boston College High School 1993 — 1997
Academics
Jackson M. Sandeen's Merrill Lynch Experience September 2010 - December 2010
Job Senior Research Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie August 2011 - Present
Boston University September 2010 - May 2011
Merrill Lynch September 2010 - December 2010
Skills
Valuation, Excel, Research, Market Research, Analysis, Economics, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Financial Modeling
Education
Boston University 2007 — 2011
Bachelor of Arts, Bachelor of Science, Economics, Communications
Wood Mackenzie August 2011 - Present
Boston University September 2010 - May 2011
Merrill Lynch September 2010 - December 2010
Skills
Valuation, Excel, Research, Market Research, Analysis, Economics, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Financial Modeling
Education
Boston University 2007 — 2011
Bachelor of Arts, Bachelor of Science, Economics, Communications
Ryan Doyle's Merrill Lynch Experience June 2014 - September 2014
Job Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti August 2015 - Present
Autonomy Capital October 2014 - December 2014
Merrill Lynch June 2014 - September 2014
The Estée Lauder Companies Inc. June 2013 - August 2013
The Estée Lauder Companies Inc. June 2012 - August 2012
Skills
Microsoft Office Suite..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Bloomberg Terminal
Education
Boston University 2011 — 2015
B.S.B.A., Business Administration and Management (Concentration: Finance & Business Law; Minor: Economics)
Protiviti August 2015 - Present
Autonomy Capital October 2014 - December 2014
Merrill Lynch June 2014 - September 2014
The Estée Lauder Companies Inc. June 2013 - August 2013
The Estée Lauder Companies Inc. June 2012 - August 2012
Skills
Microsoft Office Suite..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Bloomberg Terminal
Education
Boston University 2011 — 2015
B.S.B.A., Business Administration and Management (Concentration: Finance & Business Law; Minor: Economics)
Marc Magrone's Merrill Lynch Experience May 2004 - November 2006
Job National Accounts Manager Northeast | Midatlantic
Industry Medical Devices
Experience
Arthrex February 2013 - Present
Zimmer July 2011 - January 2013
Smith & Nephew November 2008 - June 2011
Dynasplint Systems February 2007 - November 2008
Merrill Lynch May 2004 - November 2006
Skills
Operating Room, Orthopedic, Medical Devices, Sales, Marketing, Product Marketing, Market Research, Distributors, Orthopedic Sports..., Orthopedic Capital, Orthopedic Trauma, Endoscopy, Endoscopy/Arthroscopy..., Sales Operations, Operating Room Sales, Durable Medical..., Orthopedic Disposables, Sales Management, Sales Process, Technical Sales..., Strategic Planning, Direct Sales, Medical Terminology, Medical Education, Medical Sales, New Business Development, Business Strategy, Business Analysis, Capital Equipment, Market Development, Product Launch, Disposables, Surgeons, Surgical Instruments, Orthopedics
Education
Boston University 1997 — 2001
BS, Human Physiology
Arthrex February 2013 - Present
Zimmer July 2011 - January 2013
Smith & Nephew November 2008 - June 2011
Dynasplint Systems February 2007 - November 2008
Merrill Lynch May 2004 - November 2006
Skills
Operating Room, Orthopedic, Medical Devices, Sales, Marketing, Product Marketing, Market Research, Distributors, Orthopedic Sports..., Orthopedic Capital, Orthopedic Trauma, Endoscopy, Endoscopy/Arthroscopy..., Sales Operations, Operating Room Sales, Durable Medical..., Orthopedic Disposables, Sales Management, Sales Process, Technical Sales..., Strategic Planning, Direct Sales, Medical Terminology, Medical Education, Medical Sales, New Business Development, Business Strategy, Business Analysis, Capital Equipment, Market Development, Product Launch, Disposables, Surgeons, Surgical Instruments, Orthopedics
Education
Boston University 1997 — 2001
BS, Human Physiology
Larry Tobin's Merrill Lynch Experience September 2006 - June 2007
Job Associate Vice President, Major Gifts at Combined Jewish Philanthropies
Industry Nonprofit Organization Management
Experience
Combined Jewish Philanthropies May 2011 - Present
Combined Jewish Philanthropies December 2009 - May 2011
Combined Jewish Philanthropies June 2008 - December 2009
The Curriculum Initiative August 2007 - June 2008
Merrill Lynch September 2006 - June 2007
Education
Brandeis University 2012 — 2016
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Boston University 2005 — 2007
Boston University Academy 2000 — 2005
Combined Jewish Philanthropies May 2011 - Present
Combined Jewish Philanthropies December 2009 - May 2011
Combined Jewish Philanthropies June 2008 - December 2009
The Curriculum Initiative August 2007 - June 2008
Merrill Lynch September 2006 - June 2007
Education
Brandeis University 2012 — 2016
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Boston University 2005 — 2007
Boston University Academy 2000 — 2005
Ian O'Connell's Merrill Lynch Experience September 2012 - December 2012
Job CEO and CoFounder at Focus Now Solutions
Industry Alternative Medicine
Experience
Focus Now Solutions August 2013 - Present
Merrill Lynch September 2012 - December 2012
Green Collar Talent January 2012 - March 2012
LLBH Private Wealth Management LLC May 2011 - August 2011
Skills
Social Media, Marketing, Sales, Salesforce.com, Financial Modeling, Financial Analysis, Marketing Strategy, Microsoft Excel, PowerPoint, Valuation, Economics, Microsoft Office, Teamwork, Investments, DCF, Bloomberg Terminal, International Economics
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Staples High School 2006 — 2009
Focus Now Solutions August 2013 - Present
Merrill Lynch September 2012 - December 2012
Green Collar Talent January 2012 - March 2012
LLBH Private Wealth Management LLC May 2011 - August 2011
Skills
Social Media, Marketing, Sales, Salesforce.com, Financial Modeling, Financial Analysis, Marketing Strategy, Microsoft Excel, PowerPoint, Valuation, Economics, Microsoft Office, Teamwork, Investments, DCF, Bloomberg Terminal, International Economics
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Staples High School 2006 — 2009
Jiles Robinson's Merrill Lynch Experience August 2002 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2002 - Present
Fidelity Investments December 1998 - August 2002
Skills
Mutual Funds, Series 63, Retirement Planning, Wealth Management, 401k, Series 6, Series 65, Retirement, Series 7, Strategic Financial...
Education
Boston University 1991 — 1995
Merrill Lynch August 2002 - Present
Fidelity Investments December 1998 - August 2002
Skills
Mutual Funds, Series 63, Retirement Planning, Wealth Management, 401k, Series 6, Series 65, Retirement, Series 7, Strategic Financial...
Education
Boston University 1991 — 1995
Jordan Clay Jordan Clay's Merrill Lynch Experience July 2004 - December 2005
Job Strategic Accounts Manager at Ritchie Bros.
Industry Internet
Experience
Ritchie Bros. January 2013 - Present
AssetNation November 2011 - December 2012
United States Marine Corps January 2006 - October 2011
Merrill Lynch July 2004 - December 2005
Skills
Military Operations, Operational Planning, New Business Development, DoD, Security Clearance, Military, Program Management, Command, Operations Management, National Security, Project Planning, Logistics, Team Building, Team Leadership, Strategic Planning
Education
Boston University 2009 — 2011
Master of Science, Business Administration and Management
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Business Administration, Finance
Ritchie Bros. January 2013 - Present
AssetNation November 2011 - December 2012
United States Marine Corps January 2006 - October 2011
Merrill Lynch July 2004 - December 2005
Skills
Military Operations, Operational Planning, New Business Development, DoD, Security Clearance, Military, Program Management, Command, Operations Management, National Security, Project Planning, Logistics, Team Building, Team Leadership, Strategic Planning
Education
Boston University 2009 — 2011
Master of Science, Business Administration and Management
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Business Administration, Finance
Jorge Zighelboim Jorge Zighelboim's Merrill Lynch Experience August 1998 - April 2002
Job Latinvest Group Holdings
Industry Financial Services
Experience
Latinvest Group Holdings February 2015 - Present
Fractal Advisors December 2005 - May 2015
UBS April 2002 - January 2005
Merrill Lynch August 1998 - April 2002
Skills
Asset Management, Business Strategy, Negotiation, Investment Banking, Capital Markets, Investments, Asset Allocation, Alternative Investments, Management, Sales, Marketing Strategy, Customer Service, Microsoft Excel, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Strategy, Banking, Risk Management
Education
Boston University 1997 — 1998
Master's in Business Administration, Valuation of Private Business/ Entrepreneurship
University of Florida 1986 — 1988
Bachelor of Arts (BA), Political Science and Government
Lynn University 1984 — 1986
Associate of Arts (A.A.), Political Science and Government
Colegio Internacional de Caracas 1981 — 1984
High School, High School/Secondary Diplomas and Certificates
Latinvest Group Holdings February 2015 - Present
Fractal Advisors December 2005 - May 2015
UBS April 2002 - January 2005
Merrill Lynch August 1998 - April 2002
Skills
Asset Management, Business Strategy, Negotiation, Investment Banking, Capital Markets, Investments, Asset Allocation, Alternative Investments, Management, Sales, Marketing Strategy, Customer Service, Microsoft Excel, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Strategy, Banking, Risk Management
Education
Boston University 1997 — 1998
Master's in Business Administration, Valuation of Private Business/ Entrepreneurship
University of Florida 1986 — 1988
Bachelor of Arts (BA), Political Science and Government
Lynn University 1984 — 1986
Associate of Arts (A.A.), Political Science and Government
Colegio Internacional de Caracas 1981 — 1984
High School, High School/Secondary Diplomas and Certificates
Sabeeh Rehman's Merrill Lynch Experience July 2004 - August 2004
Job Manager Advisory; Financial Services Risk Management at EY
Industry Financial Services
Experience
EY October 2014 - Present
Accenture February 2012 - September 2014
KPMG November 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Citigroup March 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Risk Management, Credit Analysis, Capital Markets, Banking, Credit Risk, Credit, Financial Services, Loans, Financial Risk, Fixed Income, CRM, Finance, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mortgage Lending, Underwriting, Financial Analysis, Portfolio Management, Enterprise Risk..., Management, Analysis, Consulting, Internal Audit, Business Analysis, Management Consulting
Education
Boston University 2002 — 2006
BSBA, Dual Concentration: Finance & Entrepreneurship
Boston University Questrom School of Business 2002 — 2006
EY October 2014 - Present
Accenture February 2012 - September 2014
KPMG November 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Citigroup March 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Risk Management, Credit Analysis, Capital Markets, Banking, Credit Risk, Credit, Financial Services, Loans, Financial Risk, Fixed Income, CRM, Finance, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mortgage Lending, Underwriting, Financial Analysis, Portfolio Management, Enterprise Risk..., Management, Analysis, Consulting, Internal Audit, Business Analysis, Management Consulting
Education
Boston University 2002 — 2006
BSBA, Dual Concentration: Finance & Entrepreneurship
Boston University Questrom School of Business 2002 — 2006
Justin Sharon's Merrill Lynch Experience May 1997 - April 2009
Job Writer and journalist
Industry Writing and Editing
Experience
Minyanville Media, Inc. June 2009 - Present
Freelance May 2009 - Present
Merrill Lynch May 1997 - April 2009
Datamonitor January 1996 - May 1997
Skills
News Writing, Internal Communications, Public Relations, Politics, Market Research, Marketing Communications, Publishing, Storytelling, Magazines, Digital Media, Journalism, Creative Writing, Newsletters, Non-fiction, Feature Articles, Research, Online Publishing, Marketing Copy, WordPress, Business Journalism, Media Relations
Education
Boston University 1987 — 1991
Bachelor of Arts
George Heriot's School, Edinburgh Scotland
Minyanville Media, Inc. June 2009 - Present
Freelance May 2009 - Present
Merrill Lynch May 1997 - April 2009
Datamonitor January 1996 - May 1997
Skills
News Writing, Internal Communications, Public Relations, Politics, Market Research, Marketing Communications, Publishing, Storytelling, Magazines, Digital Media, Journalism, Creative Writing, Newsletters, Non-fiction, Feature Articles, Research, Online Publishing, Marketing Copy, WordPress, Business Journalism, Media Relations
Education
Boston University 1987 — 1991
Bachelor of Arts
George Heriot's School, Edinburgh Scotland
Ian Paice's Merrill Lynch Experience September 2012 - January 2013
Job Finanical Officer at Aura Knifeworks LLC
Industry Financial Services
Experience
Aura Knifeworks LLC February 2015 - Present
State Street Bank January 2014 - January 2015
Merrill Lynch September 2012 - January 2013
Verizon Wireless Campus Promoter October 2011 - December 2011
Long Beach Yacht Club June 2011 - August 2011
iWould Facebook App Promoter January 2011 - May 2011
Skills
Facebook, PowerPoint, Time Management, Financial Modeling, Valuation, Investments, Market Research, Salesforce.com, Sports, Business Strategy, Strategy, Mutual Funds, Social Networking, Financial Analysis, Bloomberg, Bloomberg Terminal, Social Media
Education
Boston University 2009 — 2013
Bachelor's Degree, Finance and Financial Management Services
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Boston University - School of Management 2009 — 2013
BS in Business Administration and Finance, SMG; Finance and Operations
Aura Knifeworks LLC February 2015 - Present
State Street Bank January 2014 - January 2015
Merrill Lynch September 2012 - January 2013
Verizon Wireless Campus Promoter October 2011 - December 2011
Long Beach Yacht Club June 2011 - August 2011
iWould Facebook App Promoter January 2011 - May 2011
Skills
Facebook, PowerPoint, Time Management, Financial Modeling, Valuation, Investments, Market Research, Salesforce.com, Sports, Business Strategy, Strategy, Mutual Funds, Social Networking, Financial Analysis, Bloomberg, Bloomberg Terminal, Social Media
Education
Boston University 2009 — 2013
Bachelor's Degree, Finance and Financial Management Services
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Boston University - School of Management 2009 — 2013
BS in Business Administration and Finance, SMG; Finance and Operations
Jake Kelly's Merrill Lynch Experience October 2009 - April 2011
Job Associate Market Manager at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew June 2015 - Present
Smith & Nephew May 2014 - June 2015
PushPage March 2013 - April 2014
PushPage April 2011 - March 2013
Merrill Lynch October 2009 - April 2011
Eli Lilly and Company May 2007 - October 2009
Skills
Salesforce.com
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Finance & Health Sector Management
Boston University 2003 — 2007
BA, Economics
Smith & Nephew June 2015 - Present
Smith & Nephew May 2014 - June 2015
PushPage March 2013 - April 2014
PushPage April 2011 - March 2013
Merrill Lynch October 2009 - April 2011
Eli Lilly and Company May 2007 - October 2009
Skills
Salesforce.com
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Finance & Health Sector Management
Boston University 2003 — 2007
BA, Economics
Gerald D. Fahey, CFP®'s Merrill Lynch Experience September 1999 - July 2002
Job Financial Planner
Industry Financial Services
Experience
Hoover Financial Advisors May 2013 - Present
Creative Financial Group March 2012 - May 2013
First Niagara Bank June 2011 - March 2012
National Penn Bank December 2008 - June 2011
The Cooperative Bank July 2002 - July 2008
Merrill Lynch September 1999 - July 2002
Skills
Investment Advisory, Asset Allocation, Financial Services, Financial Advisory
Education
Boston University 1997 — 1999
Graduate Certificate, Financial Planning
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Economics
Bishop Feehan High School
Diploma
Attleboro High School
Hoover Financial Advisors May 2013 - Present
Creative Financial Group March 2012 - May 2013
First Niagara Bank June 2011 - March 2012
National Penn Bank December 2008 - June 2011
The Cooperative Bank July 2002 - July 2008
Merrill Lynch September 1999 - July 2002
Skills
Investment Advisory, Asset Allocation, Financial Services, Financial Advisory
Education
Boston University 1997 — 1999
Graduate Certificate, Financial Planning
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Economics
Bishop Feehan High School
Diploma
Attleboro High School
Patricia Coyle's Merrill Lynch Experience 1988 - 1999
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
PJC Consulting 2001 - 2012
Dun & Bradstreet 1999 - 2001
Merrill Lynch 1988 - 1999
Skills
Investments, Investment Strategies
Education
Boston University
Bachelor of Science, Business Administration, Finance
PJC Consulting 2001 - 2012
Dun & Bradstreet 1999 - 2001
Merrill Lynch 1988 - 1999
Skills
Investments, Investment Strategies
Education
Boston University
Bachelor of Science, Business Administration, Finance
Jeffrey Jackman Jeffrey Jackman's Merrill Lynch Experience July 1992 - October 1994
Job Director of Investments at William Penn Foundation
Industry Financial Services
Experience
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Elan Kovo's Merrill Lynch Experience June 2007 - December 2007
Job Manager, Business Development at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment July 2011 - Present
Duff & Phelps July 2008 - March 2012
Merrill Lynch June 2007 - December 2007
Skills
Business Development, Leadership, Financial Analysis, Investments, Financial Modeling, Management, Corporate Finance, Valuation, Finance, Strategy, Microsoft Office, Marketing, Mergers & Acquisitions, Strategic Planning
Education
Boston University 2004 — 2008
Bachelor’s Degree, Economics, Business Administration Minor
Sony Pictures Entertainment July 2011 - Present
Duff & Phelps July 2008 - March 2012
Merrill Lynch June 2007 - December 2007
Skills
Business Development, Leadership, Financial Analysis, Investments, Financial Modeling, Management, Corporate Finance, Valuation, Finance, Strategy, Microsoft Office, Marketing, Mergers & Acquisitions, Strategic Planning
Education
Boston University 2004 — 2008
Bachelor’s Degree, Economics, Business Administration Minor
Jake Siegel's Merrill Lynch Experience September 2012 - May 2013
Job Incoming Sales and Trading Analyst at Citigroup
Industry Financial Services
Experience
Citi January 2014 - Present
College AppAssist Incorporated May 2013 - Present
Boston University Finance and Investment Club May 2014 - Present
Boston University School of Management May 2014 - Present
Boston University School of Management April 2013 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Boston University School of Management August 2012 - May 2013
Boston University Finance & Investment Club August 2012 - April 2013
Bolvin Wealth Management Group, Inc October 2011 - August 2012
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Equity Research, DCF, Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston University 2011 — 2015
BA Economics & BSBA Business Administration, Accounting and Finance, Sophomore
Jericho High School 2008 — 2011
Citi January 2014 - Present
College AppAssist Incorporated May 2013 - Present
Boston University Finance and Investment Club May 2014 - Present
Boston University School of Management May 2014 - Present
Boston University School of Management April 2013 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Boston University School of Management August 2012 - May 2013
Boston University Finance & Investment Club August 2012 - April 2013
Bolvin Wealth Management Group, Inc October 2011 - August 2012
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Equity Research, DCF, Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston University 2011 — 2015
BA Economics & BSBA Business Administration, Accounting and Finance, Sophomore
Jericho High School 2008 — 2011
Maggie Maffione Maggie Maffione's Merrill Lynch Experience January 2012 - May 2012
Job Research Sales at Bank of Montreal
Industry Market Research
Experience
BMO Capital Markets June 2012 - Present
Merrill Lynch January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
PowerPoint, Equities, Facebook, Microsoft Excel, Microsoft Office, Social Media, Market Research, Sales, Spanish
Education
Boston University 2008 — 2012
Earning a BA, International Relations (Economics and Business; Asia
Fudan University 2010 — 2010
Phillips Academy Andover 2005 — 2008
INESBU: INSTITUO ESPANOL DE BURGOS 2007 — 2007
BMO Capital Markets June 2012 - Present
Merrill Lynch January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
PowerPoint, Equities, Facebook, Microsoft Excel, Microsoft Office, Social Media, Market Research, Sales, Spanish
Education
Boston University 2008 — 2012
Earning a BA, International Relations (Economics and Business; Asia
Fudan University 2010 — 2010
Phillips Academy Andover 2005 — 2008
INESBU: INSTITUO ESPANOL DE BURGOS 2007 — 2007
Jose J. Rosario Sr.'s Merrill Lynch Experience December 2000 - November 2004
Job Owner, Rosmar Industries, LLC
Industry Real Estate
Experience
Rosmar Industries, LLC November 2004 - Present
Merrill Lynch December 2000 - November 2004
Education
Boston University 1988 — 1992
BA, Business Management
Rosmar Industries, LLC November 2004 - Present
Merrill Lynch December 2000 - November 2004
Education
Boston University 1988 — 1992
BA, Business Management
Eugenia Hur's Merrill Lynch Experience February 2006 - March 2010
Job Emerging Markets Sales
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2013 - May 2015
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch March 2010 - October 2011
Merrill Lynch February 2006 - March 2010
Merrill Lynch February 2004 - February 2006
Merrill Lynch July 2001 - February 2004
Skills
Fluent in Portuguese,..., Derivatives, Fixed Income, Bloomberg, Trading, Swaps, Bonds, Interest Rate Swaps, Rates
Education
Boston University
Bachelor of Arts, International Business and Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2013 - May 2015
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch March 2010 - October 2011
Merrill Lynch February 2006 - March 2010
Merrill Lynch February 2004 - February 2006
Merrill Lynch July 2001 - February 2004
Skills
Fluent in Portuguese,..., Derivatives, Fixed Income, Bloomberg, Trading, Swaps, Bonds, Interest Rate Swaps, Rates
Education
Boston University
Bachelor of Arts, International Business and Economics
Melissa Aydogan's Merrill Lynch Experience June 2015 - August 2015
Job Intern at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch June 2015 - August 2015
Undergraduate Economics Association September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Upward Bound Math and Science January 2014 - May 2014
Paycor December 2013 - January 2014
City of Boston September 2013 - December 2013
Paycor May 2013 - August 2013
Paycor June 2012 - August 2012
GE June 2011 - August 2011
Skills
Customer Service, Data Analysis, Adobe, Windows Movie Maker, IT Project..., Advertising, Translation, Bilingual, Data Mining, Python, Java, C#, Visual Studio, SQL, Microsoft Office, Networking, VBA, Onboarding, Technical Training, Scrum, Agile Methodolgy, Web Analytics, Visio, Leadership, Enterprise Architecture, MIS, Situational Awareness, Emotional Intelligence, Economic Research, Confidential Documents, Close Attention to..., Marketing Strategy, Strategic Vision, Strategic Leadership, Creative Strategy, Prioritize Workload, Access, Leadership Development, Project Management, Economic Modeling, Economics
Education
Boston University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Economics
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Indian Hill High School 2008 — 2012
High School Diploma
Merrill Lynch June 2015 - August 2015
Undergraduate Economics Association September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Upward Bound Math and Science January 2014 - May 2014
Paycor December 2013 - January 2014
City of Boston September 2013 - December 2013
Paycor May 2013 - August 2013
Paycor June 2012 - August 2012
GE June 2011 - August 2011
Skills
Customer Service, Data Analysis, Adobe, Windows Movie Maker, IT Project..., Advertising, Translation, Bilingual, Data Mining, Python, Java, C#, Visual Studio, SQL, Microsoft Office, Networking, VBA, Onboarding, Technical Training, Scrum, Agile Methodolgy, Web Analytics, Visio, Leadership, Enterprise Architecture, MIS, Situational Awareness, Emotional Intelligence, Economic Research, Confidential Documents, Close Attention to..., Marketing Strategy, Strategic Vision, Strategic Leadership, Creative Strategy, Prioritize Workload, Access, Leadership Development, Project Management, Economic Modeling, Economics
Education
Boston University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Economics
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Indian Hill High School 2008 — 2012
High School Diploma
Eric Surnamer's Merrill Lynch Experience June 2007 - Present
Job Vice President Bank of America Merrill
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Merrill Lynch June 2007 - Present
Bear Wagner Specialists December 2000 - February 2007
Van der Moolen 2006 - 2007
Bear Wagner Specialists January 2001 - January 2006
Skills
Derivatives, Account Reconciliation, Wealth Management, Trading, Operations Management, Equities, Capital Markets, Accounting, Risk Management, Financial Services, FINRA, Fixed Income, Sales, Marketing, Series 63, Prime Brokerage, Options, Portfolio Management, Securities Lending, Finance, IPO, Trading Systems, Asset Management, Mergers & Acquisitions, Hedge Funds, Executive Management, Equity Trading, Electronic Trading, Series 7, Mutual Funds, Bloomberg, Bonds, Management, Investments, Securities, Alternative Investments, Investment Banking, Client Services, Financial Markets
Education
Boston University 1996 — 2000
BS, Communcations - Public Relations
Boston University 1996 — 2000
B.S, Public Relations and Communications
RCS
Merrill Lynch June 2007 - Present
Merrill Lynch June 2007 - Present
Bear Wagner Specialists December 2000 - February 2007
Van der Moolen 2006 - 2007
Bear Wagner Specialists January 2001 - January 2006
Skills
Derivatives, Account Reconciliation, Wealth Management, Trading, Operations Management, Equities, Capital Markets, Accounting, Risk Management, Financial Services, FINRA, Fixed Income, Sales, Marketing, Series 63, Prime Brokerage, Options, Portfolio Management, Securities Lending, Finance, IPO, Trading Systems, Asset Management, Mergers & Acquisitions, Hedge Funds, Executive Management, Equity Trading, Electronic Trading, Series 7, Mutual Funds, Bloomberg, Bonds, Management, Investments, Securities, Alternative Investments, Investment Banking, Client Services, Financial Markets
Education
Boston University 1996 — 2000
BS, Communcations - Public Relations
Boston University 1996 — 2000
B.S, Public Relations and Communications
RCS
Jill Schoenfeld's Merrill Lynch Experience May 2006 - July 2006
Job Lead Talent Acquisition Recruiter at QBE Insurance
Industry Financial Services
Experience
QBE the Americas January 2012 - Present
State Street May 2011 - August 2011
PricewaterhouseCoopers January 2011 - April 2011
American International Group August 2006 - December 2008
Merrill Lynch May 2006 - July 2006
Snelling Personnel Services June 2004 - May 2006
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Applicant Tracking..., Interviews, Screening, Business Development, College Recruiting, Time Management, Insurance, Marketing, SDLC, Internet Recruiting, Onboarding, Contract Recruitment, Management, Consulting
Education
Boston University
Bachelor of Arts
QBE the Americas January 2012 - Present
State Street May 2011 - August 2011
PricewaterhouseCoopers January 2011 - April 2011
American International Group August 2006 - December 2008
Merrill Lynch May 2006 - July 2006
Snelling Personnel Services June 2004 - May 2006
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Applicant Tracking..., Interviews, Screening, Business Development, College Recruiting, Time Management, Insurance, Marketing, SDLC, Internet Recruiting, Onboarding, Contract Recruitment, Management, Consulting
Education
Boston University
Bachelor of Arts
Jefferson VanderWolk Jefferson VanderWolk's Merrill Lynch Experience May 2006 - June 2009
Job Executive Director at Washington Council Ernst & Young
Industry Government Administration
Experience
Washington Council Ernst & Young June 2013 - Present
Chartered Institute of Taxation 2009 - Present
US Senate Committee on Finance March 2011 - May 2013
American University Washington College of Law January 2012 - May 2012
The Chinese University of Hong Kong July 2009 - February 2011
Merrill Lynch May 2006 - June 2009
Office of Chief Counsel, IRS, Washington DC March 2005 - May 2006
Baker & McKenzie October 2000 - February 2005
Deloitte July 1995 - October 2000
Skills
Tax Law, International Tax, Tax, Corporate Tax, Mergers & Acquisitions, Tax Advisory, Corporate Finance, Income Tax, Tax Policy, Corporate Governance, International Law, Cross-border..., Corporate Law, Tax Accounting, Due Diligence, Accounting, Transfer Pricing, Auditing, Joint Ventures, Private Equity
Education
Columbia Law School 1982 — 1985
JD, Law
Boston University 1975 — 1979
Bachelor of Arts (B.A.), Literature and History
Derryfield School 1971 — 1974
Washington Council Ernst & Young June 2013 - Present
Chartered Institute of Taxation 2009 - Present
US Senate Committee on Finance March 2011 - May 2013
American University Washington College of Law January 2012 - May 2012
The Chinese University of Hong Kong July 2009 - February 2011
Merrill Lynch May 2006 - June 2009
Office of Chief Counsel, IRS, Washington DC March 2005 - May 2006
Baker & McKenzie October 2000 - February 2005
Deloitte July 1995 - October 2000
Skills
Tax Law, International Tax, Tax, Corporate Tax, Mergers & Acquisitions, Tax Advisory, Corporate Finance, Income Tax, Tax Policy, Corporate Governance, International Law, Cross-border..., Corporate Law, Tax Accounting, Due Diligence, Accounting, Transfer Pricing, Auditing, Joint Ventures, Private Equity
Education
Columbia Law School 1982 — 1985
JD, Law
Boston University 1975 — 1979
Bachelor of Arts (B.A.), Literature and History
Derryfield School 1971 — 1974
Scott M. Brown, CFP® Scott M. Brown, CFP®'s Merrill Lynch Experience January 2008 - February 2008
Job Associate Financial Advisor
Industry Financial Services
Experience
Boston Hill Advisors LLC July 2015 - Present
Boston Hill Advisors LLC July 2013 - June 2015
Teach For America July 2010 - June 2013
Greenwich Associates June 2009 - August 2009
Merrill Lynch January 2008 - February 2008
Education
Salem State University 2013 — 2014
Graduate Certificate in Financial Planning
Boston University 2010 — 2012
Master's degree, Education
Colby College 2006 — 2010
Bachelor of Arts (BA), Economics
The University of Edinburgh 2009 — 2009
Study Abroad Program
Trumbull High School 2002 — 2006
Boston Hill Advisors LLC July 2015 - Present
Boston Hill Advisors LLC July 2013 - June 2015
Teach For America July 2010 - June 2013
Greenwich Associates June 2009 - August 2009
Merrill Lynch January 2008 - February 2008
Education
Salem State University 2013 — 2014
Graduate Certificate in Financial Planning
Boston University 2010 — 2012
Master's degree, Education
Colby College 2006 — 2010
Bachelor of Arts (BA), Economics
The University of Edinburgh 2009 — 2009
Study Abroad Program
Trumbull High School 2002 — 2006
Neil Chinai's Merrill Lynch Experience December 2001 - May 2003
Job Managing Director, Senior Financial Executive across Technology, Business and Operations
Industry Information Technology and Services
Experience
Merrill Lynch December 2001 - May 2003
Merrill Lynch January 2000 - December 2001
Merrill Lynch September 1997 - December 1999
Merrill Lynch January 1997 - June 1999
Merrill Lynch August 1995 - December 1996
Swiss Bank corporation January 1993 - August 1995
Skills
Derivatives, Electronic Trading, Market Data, Trading Systems, Fixed Income, Equities, Capital Markets, Exchange Connectivity, Trading, Rates, Investment Banking, Financial Services, E-commerce, Equity Derivatives, Reference Data, Interest Rate..., Low Latency, Enterprise Architecture, Financial Markets, Credit Derivatives, Market Risk, Business Analysis, Risk Management, IT Strategy, Portfolio Management, FX Options, Sybase, Equity Trading, SDLC, Hedge Funds, Securities, Options, Structured Products, Prime Brokerage, Bloomberg, Middle Office, Swaps, Bonds, Back Office, Settlement, Commodity, FX trading, Financial Risk
Education
Boston University 1985 — 1986
Master of Science (MS), Computer/Information Technology Administration and Management
University of Delaware 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics and Marketing
Merrill Lynch December 2001 - May 2003
Merrill Lynch January 2000 - December 2001
Merrill Lynch September 1997 - December 1999
Merrill Lynch January 1997 - June 1999
Merrill Lynch August 1995 - December 1996
Swiss Bank corporation January 1993 - August 1995
Skills
Derivatives, Electronic Trading, Market Data, Trading Systems, Fixed Income, Equities, Capital Markets, Exchange Connectivity, Trading, Rates, Investment Banking, Financial Services, E-commerce, Equity Derivatives, Reference Data, Interest Rate..., Low Latency, Enterprise Architecture, Financial Markets, Credit Derivatives, Market Risk, Business Analysis, Risk Management, IT Strategy, Portfolio Management, FX Options, Sybase, Equity Trading, SDLC, Hedge Funds, Securities, Options, Structured Products, Prime Brokerage, Bloomberg, Middle Office, Swaps, Bonds, Back Office, Settlement, Commodity, FX trading, Financial Risk
Education
Boston University 1985 — 1986
Master of Science (MS), Computer/Information Technology Administration and Management
University of Delaware 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics and Marketing
Srikanth Lakkarsu's Merrill Lynch Experience September 2007 - April 2008
Job ECM Solution Architect
Industry Hospital & Health Care
Experience
Enterprise Content and Business Process Management Consultant May 2010 - Present
Wells Fargo April 2008 - May 2010
Merrill Lynch September 2007 - April 2008
State Street May 2005 - September 2007
Skills
SOA, Enterprise Architecture, Healthcare Consulting, Agile Methodologies, Enterprise Content..., Business Process Design, FileNet P8, FileNet Image Services, RESTful WebServices, SDLC, Java Enterprise Edition, SQL, Oracle, Web Services, Spring, Requirements Analysis, Software Project..., XML, Software Development, Java, Microsoft SQL Server, FileNet
Education
Boston University
MS, Computer Science
Kakatiya University
B-Tech, Computer Science
Enterprise Content and Business Process Management Consultant May 2010 - Present
Wells Fargo April 2008 - May 2010
Merrill Lynch September 2007 - April 2008
State Street May 2005 - September 2007
Skills
SOA, Enterprise Architecture, Healthcare Consulting, Agile Methodologies, Enterprise Content..., Business Process Design, FileNet P8, FileNet Image Services, RESTful WebServices, SDLC, Java Enterprise Edition, SQL, Oracle, Web Services, Spring, Requirements Analysis, Software Project..., XML, Software Development, Java, Microsoft SQL Server, FileNet
Education
Boston University
MS, Computer Science
Kakatiya University
B-Tech, Computer Science
Lisa Henkoff's Merrill Lynch Experience 2008 - 2010
Job Vice President at Investment Bank
Industry Financial Services
Experience
Merrill Lynch 2008 - 2010
Education
Boston University
Merrill Lynch 2008 - 2010
Education
Boston University
Jacki Chadwick's Merrill Lynch Experience January 2010 - Present
Job Customer Accounting Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2010 - Present
Ross University December 2008 - July 2009
Swissray International October 2007 - November 2008
Carl Zeiss Meditec 2004 - 2006
Humphrey Instruments 1985 - 1988
Education
Boston University 1972 — 1974
M.S., Speech Pathology and Audiology
frhs
Merrill Lynch January 2010 - Present
Ross University December 2008 - July 2009
Swissray International October 2007 - November 2008
Carl Zeiss Meditec 2004 - 2006
Humphrey Instruments 1985 - 1988
Education
Boston University 1972 — 1974
M.S., Speech Pathology and Audiology
frhs
Konstantin Popov, CFA's Merrill Lynch Experience July 2007 - April 2009
Job Vice President, Product Valuations
Industry Financial Services
Experience
Nomura April 2013 - Present
Nomura February 2010 - March 2013
Société Générale Corporate and Investment Banking April 2009 - February 2010
Merrill Lynch July 2007 - April 2009
Deutsche Bank June 2006 - August 2006
Skills
Microsoft Excel, Bloomberg Terminal, FactSet, Business Objects, VBA, Financial Modeling, Offshoring, Investment Banking, Financial Analysis, Valuation, Capital Markets, Fixed Income, Equities, Corporate Finance, Derivatives, Bloomberg
Education
Boston University 2003 — 2007
BS, Neuroscience
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance
Nomura April 2013 - Present
Nomura February 2010 - March 2013
Société Générale Corporate and Investment Banking April 2009 - February 2010
Merrill Lynch July 2007 - April 2009
Deutsche Bank June 2006 - August 2006
Skills
Microsoft Excel, Bloomberg Terminal, FactSet, Business Objects, VBA, Financial Modeling, Offshoring, Investment Banking, Financial Analysis, Valuation, Capital Markets, Fixed Income, Equities, Corporate Finance, Derivatives, Bloomberg
Education
Boston University 2003 — 2007
BS, Neuroscience
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance
Spencer Malmad's Merrill Lynch Experience 1999 - 2006
Job at Columbia University
Industry Information Technology and Services
Experience
Network Strategies Inc. Network Security AnalystColumbia UniversityDecember 2009 - Present
JRI-America April 2006 - April 2008
Merrill Lynch 1999 - 2006
Skills
Network Security, Networking, Troubleshooting, System Deployment, Firewalls, Infrastructure, Enterprise Architecture, Unix, Cisco Technologies, Project Management, System Administration, Microsoft Exchange, Servers, Linux, Netscaler, Disaster Recovery, Security, Perl, Virtualization, Data Center, Windows, Information Technology, Research, Network Design, Public Speaking, Solution Architecture, Software Installation, Social Media, HP, Cloud Computing, IT Management, IT Strategy, Batch Processing, VMware Infrastructure, Software Development
Education
Boston University 1986 — 1990
Bachelor of Arts (BA), Interdisciplinary Italian Studies
Network Strategies Inc. Network Security AnalystColumbia UniversityDecember 2009 - Present
JRI-America April 2006 - April 2008
Merrill Lynch 1999 - 2006
Skills
Network Security, Networking, Troubleshooting, System Deployment, Firewalls, Infrastructure, Enterprise Architecture, Unix, Cisco Technologies, Project Management, System Administration, Microsoft Exchange, Servers, Linux, Netscaler, Disaster Recovery, Security, Perl, Virtualization, Data Center, Windows, Information Technology, Research, Network Design, Public Speaking, Solution Architecture, Software Installation, Social Media, HP, Cloud Computing, IT Management, IT Strategy, Batch Processing, VMware Infrastructure, Software Development
Education
Boston University 1986 — 1990
Bachelor of Arts (BA), Interdisciplinary Italian Studies
Hanghuan Wu's Merrill Lynch Experience 2006 - 2007
Job Account Executive at Max International Broker/Dealer Corp.
Industry Financial Services
Experience
Max International Broker/Dealer Corp. September 2007 - November 2008
merrill lynch 2006 - 2007
Education
Boston University 2004 — 2007
Max International Broker/Dealer Corp. September 2007 - November 2008
merrill lynch 2006 - 2007
Education
Boston University 2004 — 2007
Kevin C Mallon's Merrill Lynch Experience 2007 - 2009
Job Assistant Vice President, GSE Reporting Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Bank of America 2009 - 2010
Merrill Lynch 2007 - 2009
National City Home Loan Services 2006 - 2007
National City Home Loan Services 2004 - 2006
National City Home Loan Services 2002 - 2004
National City Bank 1999 - 2002
Skills
Banking, Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Valuation, Business Analysis, Data Analysis, SDLC, Project Management, MS Project, Information Technology, Databases, Database Administration, SQL
Education
Boston University 2013 — 2015
Master of Science (M.S.), Project Management
Robert Morris University
Bachelor of Science (BS), Computer Information Systems
Bank of America September 2010 - Present
Bank of America 2009 - 2010
Merrill Lynch 2007 - 2009
National City Home Loan Services 2006 - 2007
National City Home Loan Services 2004 - 2006
National City Home Loan Services 2002 - 2004
National City Bank 1999 - 2002
Skills
Banking, Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Valuation, Business Analysis, Data Analysis, SDLC, Project Management, MS Project, Information Technology, Databases, Database Administration, SQL
Education
Boston University 2013 — 2015
Master of Science (M.S.), Project Management
Robert Morris University
Bachelor of Science (BS), Computer Information Systems
David Soto, SSGB MCSA's Merrill Lynch Experience February 1999 - September 2000
Job Business Intelligence Architect at Santander Bank
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. September 2013 - Present
Santander Consumer USA Inc. February 2011 - September 2013
Cegedim Relationship Management February 2001 - May 2009
Dendrite February 2001 - May 2009
Cegedim Relationship Management January 2006 - January 2009
Cegedim Relationship Management January 2001 - January 2009
Dendrite January 2001 - January 2006
Sales Plus January 1999 - January 2001
Merrill Lynch February 1999 - September 2000
Skills
Six Sigma Green Belt, Network Security, Data Analysis, Troubleshooting, Operating Systems, Hardware, Windows, Computer Hardware, Problem Solving, Microsoft Office, Customer Relations, Customer Service, Data Center, Security, Systems Analysis, HTML, Analysis, Quality Assurance, Networking, Technical Support, Program Management, Business Intelligence, CRM, Microsoft SQL Server, Databases, SQL, Business Analysis, Microsoft Certified...
Education
Project Management Institute
Boston University 2005 — 2005
MS, Network Security
Fairleigh Dickinson University 1993 — 1997
BA, Graphic Art
Fairleigh Dickinson University
BA
Boston University
MCS
Santander Consumer USA Inc. September 2013 - Present
Santander Consumer USA Inc. February 2011 - September 2013
Cegedim Relationship Management February 2001 - May 2009
Dendrite February 2001 - May 2009
Cegedim Relationship Management January 2006 - January 2009
Cegedim Relationship Management January 2001 - January 2009
Dendrite January 2001 - January 2006
Sales Plus January 1999 - January 2001
Merrill Lynch February 1999 - September 2000
Skills
Six Sigma Green Belt, Network Security, Data Analysis, Troubleshooting, Operating Systems, Hardware, Windows, Computer Hardware, Problem Solving, Microsoft Office, Customer Relations, Customer Service, Data Center, Security, Systems Analysis, HTML, Analysis, Quality Assurance, Networking, Technical Support, Program Management, Business Intelligence, CRM, Microsoft SQL Server, Databases, SQL, Business Analysis, Microsoft Certified...
Education
Project Management Institute
Boston University 2005 — 2005
MS, Network Security
Fairleigh Dickinson University 1993 — 1997
BA, Graphic Art
Fairleigh Dickinson University
BA
Boston University
MCS
Domenick Catanese's Merrill Lynch Experience April 2004 - July 2006
Job Financial Operations Analyst at CAT Technologies, LLC
Industry Building Materials
Experience
CAT Technologies, LLC June 2013 - Present
Tremco June 2011 - April 2013
Tremco September 2010 - May 2011
CVK Wealth Management August 2006 - December 2009
Merrill Lynch April 2004 - July 2006
Nettis Environmental Ltd. July 2002 - February 2004
Education
University of Notre Dame 2008 — 2009
MBA, Finance / Investments
Rollins College 1999 — 2002
BA, Economics
Boston University 1998 — 1999
Business Management
University School 1994 — 1998
High School
CAT Technologies, LLC June 2013 - Present
Tremco June 2011 - April 2013
Tremco September 2010 - May 2011
CVK Wealth Management August 2006 - December 2009
Merrill Lynch April 2004 - July 2006
Nettis Environmental Ltd. July 2002 - February 2004
Education
University of Notre Dame 2008 — 2009
MBA, Finance / Investments
Rollins College 1999 — 2002
BA, Economics
Boston University 1998 — 1999
Business Management
University School 1994 — 1998
High School
Maktu Biri's Merrill Lynch Experience July 2007 - Present
Job MD Blackstone Group
Industry Banking
Experience
The Blackstone Group August 2007 - Present
Merrill Lynch July 2007 - Present
JPMorgan January 2000 - May 2007
Citigroup 1996 - 2000
Education
Boston University
Columbia University - Columbia Business School
MBA
The Blackstone Group August 2007 - Present
Merrill Lynch July 2007 - Present
JPMorgan January 2000 - May 2007
Citigroup 1996 - 2000
Education
Boston University
Columbia University - Columbia Business School
MBA
Roslyn Dickerson's Merrill Lynch Experience 1998 - 2000
Job Partner at Driscoll Johnson Consulting & Diversity
Industry Staffing and Recruiting
Experience
Driscoll Johnson Consulting & Diversity August 2013 - Present
CarterBaldwin 2012 - 2013
InterContinental Hotels Group 2005 - 2011
Honeywell 2002 - 2004
Citigroup 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1993 - 1998
Merrill Lynch 1991 - 1993
J.P. Morgan 1984 - 1991
J.P. Morgan 1981 - 1984
Skills
Strategic Planning, Marketing Strategy, Advertising, Product Development, Customer Service, Team Building, Business Strategy, Microsoft Excel, Project Planning, Operations Management, Competitive Analysis, Process Improvement
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance and Management
Boston University
Bachelor of Applied Science (B.A.Sc.)
Driscoll Johnson Consulting & Diversity August 2013 - Present
CarterBaldwin 2012 - 2013
InterContinental Hotels Group 2005 - 2011
Honeywell 2002 - 2004
Citigroup 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1993 - 1998
Merrill Lynch 1991 - 1993
J.P. Morgan 1984 - 1991
J.P. Morgan 1981 - 1984
Skills
Strategic Planning, Marketing Strategy, Advertising, Product Development, Customer Service, Team Building, Business Strategy, Microsoft Excel, Project Planning, Operations Management, Competitive Analysis, Process Improvement
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance and Management
Boston University
Bachelor of Applied Science (B.A.Sc.)
Ramon Ordonez's Merrill Lynch Experience November 1999 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1999 - Present
Education
Boston University 1998 — 1999
Merrill Lynch November 1999 - Present
Education
Boston University 1998 — 1999
Melissa Hieger's Merrill Lynch Experience 1998 - 2000
Job Director of Research at Risk Premium Investment Management Company, LLC
Industry Financial Services
Experience
Risk Premium Investment Management Company, LLC September 2014 - Present
Burroughs Wellcome Fund 2007 - Present
Cloverdale Advisors 2007 - September 2014
Deutsche Asset Management 2003 - 2006
Deutsche Asset Management 2000 - 2003
Merrill Lynch 1998 - 2000
State Street Global Advisors (SSgA) 1996 - 1998
Boston University 1990 - 1996
Skills
Alternative Investments, Asset Managment, Hedge Funds, Strategy, Entrepreneurship, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Derivatives, Financial Risk, Capital Markets, Private Equity, Risk Management, Financial Modeling
Education
Boston University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Miami University 1989 — 1990
Master's Degree, Economics
Miami University
Bachelor's Degree, Political Science, Latin American Studies and Spanish
Risk Premium Investment Management Company, LLC September 2014 - Present
Burroughs Wellcome Fund 2007 - Present
Cloverdale Advisors 2007 - September 2014
Deutsche Asset Management 2003 - 2006
Deutsche Asset Management 2000 - 2003
Merrill Lynch 1998 - 2000
State Street Global Advisors (SSgA) 1996 - 1998
Boston University 1990 - 1996
Skills
Alternative Investments, Asset Managment, Hedge Funds, Strategy, Entrepreneurship, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Derivatives, Financial Risk, Capital Markets, Private Equity, Risk Management, Financial Modeling
Education
Boston University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Miami University 1989 — 1990
Master's Degree, Economics
Miami University
Bachelor's Degree, Political Science, Latin American Studies and Spanish
Samantha (Doctor) Levine's Merrill Lynch Experience July 2003 - August 2005
Job Science Instructional Coach at S. Orangetown Central School District
Industry Education Management
Experience
S. Orangetown Central School District November 2014 - Present
PS 110 September 2002 - Present
Camp Discovery at the Rosenthal JCC July 2013 - August 2013
New Country Day Camp July 2008 - August 2012
TASC (The After School Corporation) December 2008 - May 2011
Metropolitan College of New York September 2007 - December 2009
The Boys' Club of New York September 2005 - December 2007
Merrill Lynch July 2003 - August 2005
Skills
Research, Writing, Teaching, Excel, Social Media, Curriculum Design, Curriculum Mapping, Blogging, Community Outreach, Elementary Education, Higher Education, Science, Public Speaking
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Childhood Science and Environmental Studies
Boston University 1998 — 2002
Bachelors, Elementary Education
Lynbrook High school 1994 — 1998
S. Orangetown Central School District November 2014 - Present
PS 110 September 2002 - Present
Camp Discovery at the Rosenthal JCC July 2013 - August 2013
New Country Day Camp July 2008 - August 2012
TASC (The After School Corporation) December 2008 - May 2011
Metropolitan College of New York September 2007 - December 2009
The Boys' Club of New York September 2005 - December 2007
Merrill Lynch July 2003 - August 2005
Skills
Research, Writing, Teaching, Excel, Social Media, Curriculum Design, Curriculum Mapping, Blogging, Community Outreach, Elementary Education, Higher Education, Science, Public Speaking
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Childhood Science and Environmental Studies
Boston University 1998 — 2002
Bachelors, Elementary Education
Lynbrook High school 1994 — 1998
Lisa Umbel's Merrill Lynch Experience 1989 - 1994
Job Profit Recovery and Information Security
Industry Management Consulting
Experience
RGS September 2009 - October 2011
Haute Living Magazine 2007 - 2009
Alaron Trading 2004 - 2006
Merrill Lynch 1989 - 1994
Skills
Advertising, Marketing Strategy, Marketing, New Business Development, Brand Development, Copywriting, Account Management, Business Development, Sales, Market Research, Public Relations
Education
Boston University
RGS September 2009 - October 2011
Haute Living Magazine 2007 - 2009
Alaron Trading 2004 - 2006
Merrill Lynch 1989 - 1994
Skills
Advertising, Marketing Strategy, Marketing, New Business Development, Brand Development, Copywriting, Account Management, Business Development, Sales, Market Research, Public Relations
Education
Boston University
Elliot Katz's Merrill Lynch Experience May 1998 - June 2003
Job Developer at STS Consulting
Industry Financial Services
Experience
STS Consulting September 2012 - Present
Moody's July 2004 - August 2012
Merrill Lynch May 1998 - June 2003
Lehman Brothers July 1996 - July 1998
Skills
Java, Sun Certified Java..., Java Enterprise Edition, C++, Perl, SQL, JavaScript, XML, JBoss Application Server, Maven, Eclipse, Websphere, PL/SQL
Education
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
Boston University
MS, Computer Science
STS Consulting September 2012 - Present
Moody's July 2004 - August 2012
Merrill Lynch May 1998 - June 2003
Lehman Brothers July 1996 - July 1998
Skills
Java, Sun Certified Java..., Java Enterprise Edition, C++, Perl, SQL, JavaScript, XML, JBoss Application Server, Maven, Eclipse, Websphere, PL/SQL
Education
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
Boston University
MS, Computer Science
Marisa La Spina's Merrill Lynch Experience March 2007 - May 2009
Job Graduate Student at LIU Post MS in Clinical Laboratory Science
Industry Hospital & Health Care
Experience
LIU Post September 2012 - July 2015
UBS Financial Services, Inc April 2012 - January 2015
Bank of America Merrill Lynch May 2009 - April 2012
Merrill Lynch March 2007 - May 2009
Skills
Customer Service, Fixed Income, Data Analysis, Investments, Series 7, Wealth Management, Retirement Planning
Education
LIU Post 2012 — 2015
Master of Science (MS), Clinical Laboratory Science/Medical Technology/Technologist, 4.0
Boston University 2002 — 2007
Bachelor of Science (BS), Nutrition Sciences
LIU Post September 2012 - July 2015
UBS Financial Services, Inc April 2012 - January 2015
Bank of America Merrill Lynch May 2009 - April 2012
Merrill Lynch March 2007 - May 2009
Skills
Customer Service, Fixed Income, Data Analysis, Investments, Series 7, Wealth Management, Retirement Planning
Education
LIU Post 2012 — 2015
Master of Science (MS), Clinical Laboratory Science/Medical Technology/Technologist, 4.0
Boston University 2002 — 2007
Bachelor of Science (BS), Nutrition Sciences
Margaret Nelson's Merrill Lynch Experience 1992 - 2008
Job Compensation and Benefits Consultant
Industry Financial Services
Experience
336 CPW Associates July 2013 - Present
Citi August 2012 - June 2013
Bank of America/Merrill Lynch September 2010 - April 2012
Bank of America January 2009 - September 2010
Merrill Lynch 1992 - 2008
Skadden Arps September 1983 - June 1992
Skills
Securities Law, Executive Compensation, Employee Benefits, Corporate Finance, Corporate Governance, Investment Advisory, Mergers, Mergers & Acquisitions, Executive Pay, Securities Regulation, Corporate Law, Restructuring, Deferred Compensation, Finance, Human Resources, Due Diligence, Legal Advice, Mutual Funds
Education
Boston University School of Law 1980 — 1983
JD, cum laude, Law
Boston University 1972 — 1975
BS-Journalism, Journalism
336 CPW Associates July 2013 - Present
Citi August 2012 - June 2013
Bank of America/Merrill Lynch September 2010 - April 2012
Bank of America January 2009 - September 2010
Merrill Lynch 1992 - 2008
Skadden Arps September 1983 - June 1992
Skills
Securities Law, Executive Compensation, Employee Benefits, Corporate Finance, Corporate Governance, Investment Advisory, Mergers, Mergers & Acquisitions, Executive Pay, Securities Regulation, Corporate Law, Restructuring, Deferred Compensation, Finance, Human Resources, Due Diligence, Legal Advice, Mutual Funds
Education
Boston University School of Law 1980 — 1983
JD, cum laude, Law
Boston University 1972 — 1975
BS-Journalism, Journalism
Joseph Mattison's Merrill Lynch Experience December 2007 - January 2009
Job at RBG Capital
Industry Investment Management
Experience
RBG Capital January 2007 - Present
Merrill Lynch December 2007 - January 2009
Moors & Cabot October 2006 - April 2007
Education
Suffolk University Law School 2004 — 2007
LAW, LAW
Boston University 2000 — 2004
BA, Political Science
Phillips Andover 1996 — 2000
RBG Capital January 2007 - Present
Merrill Lynch December 2007 - January 2009
Moors & Cabot October 2006 - April 2007
Education
Suffolk University Law School 2004 — 2007
LAW, LAW
Boston University 2000 — 2004
BA, Political Science
Phillips Andover 1996 — 2000
Michael Szotak, MBA, CFP's Merrill Lynch Experience 1998 - 2002
Job Certified Financial Planner
Industry Investment Management
Experience
Wellesley Financial Planners 2003 - Present
Merrill Lynch 1998 - 2002
Education
Boston University
Center for Professional Education, CFP-Financial Planning
Monmouth University
Leon Hess Business School, MBA-Finance
University of Scranton
Economics
Wellesley Financial Planners 2003 - Present
Merrill Lynch 1998 - 2002
Education
Boston University
Center for Professional Education, CFP-Financial Planning
Monmouth University
Leon Hess Business School, MBA-Finance
University of Scranton
Economics
Jonathan Epstein's Merrill Lynch Experience August 1989 - May 1991
Job Managing Director at GreenOak Real Estate Advisors LP
Industry Financial Services
Experience
GreenOak Real Estate Advisors LP April 2011 - Present
hackman capital March 2006 - June 2010
lehman brothers 1991 - 2005
Merrill Lynch August 1989 - May 1991
Skills
Real Estate Finance, Debt, Asset Management, Real Estate Private..., CMBS, Mezzanine, Structured Finance, Structuring, Deal Structuring, Securitization, Origination, Due Diligence, Real Estate, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Valuation, Investments, Investment Banking, Restructuring, Debt Restructuring, Real Estate Investment, Real Estate Development, Hedge Funds, Financial Modeling, Joint Ventures, Corporate Finance, Dispositions, Principal Investing, Workout, Mortgage, Financial Analysis, Structured Products, Asset Managment, Acquisitions, Capital, Capital Raising, Disposition, Financial Structuring, Investment Properties, Loan Origination, Leveraged Finance, Mergers, Mortgage Lending, Negotiation, Private Placements, Real Estate Economics, Real Estate Financing
Education
Boston University 1985 — 1989
BSBA, Finance
GreenOak Real Estate Advisors LP April 2011 - Present
hackman capital March 2006 - June 2010
lehman brothers 1991 - 2005
Merrill Lynch August 1989 - May 1991
Skills
Real Estate Finance, Debt, Asset Management, Real Estate Private..., CMBS, Mezzanine, Structured Finance, Structuring, Deal Structuring, Securitization, Origination, Due Diligence, Real Estate, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Valuation, Investments, Investment Banking, Restructuring, Debt Restructuring, Real Estate Investment, Real Estate Development, Hedge Funds, Financial Modeling, Joint Ventures, Corporate Finance, Dispositions, Principal Investing, Workout, Mortgage, Financial Analysis, Structured Products, Asset Managment, Acquisitions, Capital, Capital Raising, Disposition, Financial Structuring, Investment Properties, Loan Origination, Leveraged Finance, Mergers, Mortgage Lending, Negotiation, Private Placements, Real Estate Economics, Real Estate Financing
Education
Boston University 1985 — 1989
BSBA, Finance
Mark Michalek's Merrill Lynch Experience 2004 - 2006
Job Equity Sales at UBS Financial Services
Industry Financial Services
Experience
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
Leif Waller's Merrill Lynch Experience 2012 - 2014
Job Vice President Investments, Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Braider Technologies Inc. 1996 - Present
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Noble Financial 2009 - 2011
Source Trading 2009 - 2009
Oppenheimer & Co. 2003 - 2006
CIBC 1999 - 2003
Wal-Rich Corporation 1987 - 1998
Education
Boston University
BA/BS, Business/Marketing
JPMorgan Chase & Co. September 2014 - Present
Braider Technologies Inc. 1996 - Present
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Noble Financial 2009 - 2011
Source Trading 2009 - 2009
Oppenheimer & Co. 2003 - 2006
CIBC 1999 - 2003
Wal-Rich Corporation 1987 - 1998
Education
Boston University
BA/BS, Business/Marketing
Sherman Wong's Merrill Lynch Experience 1999 - 2008
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch 1999 - 2008
McCann Relationship Marketing 1997 - 1999
Education
Boston University 2005 — 2008
MS, Banking and Financial Management
University of Rochester 1990 — 1994
B.A., Economics
Bank of America January 2009 - Present
Merrill Lynch 1999 - 2008
McCann Relationship Marketing 1997 - 1999
Education
Boston University 2005 — 2008
MS, Banking and Financial Management
University of Rochester 1990 — 1994
B.A., Economics
Peter Berardi's Merrill Lynch Experience 2000 - 2008
Job Director, Credit Risk Management, Regional Head for North American Financial Institutions at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2008 - Present
Merrill Lynch 2000 - 2008
Merrill Lynch July 2000 - December 2004
Skills
Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Investment Banking, Fixed Income
Education
Boston University 2005 — 2007
MS, Banking & Financial Management
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
Deutsche Bank June 2008 - Present
Merrill Lynch 2000 - 2008
Merrill Lynch July 2000 - December 2004
Skills
Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Investment Banking, Fixed Income
Education
Boston University 2005 — 2007
MS, Banking & Financial Management
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
Samir Si-Ahmed's Merrill Lynch Experience August 1996 - January 1999
Job Trader at Scarsdale Equities
Industry Financial Services
Experience
Scarsdale Equities March 2006 - Present
Leeb Brokerage January 2002 - March 2006
LHO Global Markets Fund January 1999 - January 2001
Merrill Lynch August 1996 - January 1999
Skills
Equities, Investments, Derivatives, Trading, Series 7, Series 63, Sales, Series 55
Education
Boston University 1992 — 1996
B.A., Economics
The Hotchkiss School 1989 — 1992
Scarsdale Equities March 2006 - Present
Leeb Brokerage January 2002 - March 2006
LHO Global Markets Fund January 1999 - January 2001
Merrill Lynch August 1996 - January 1999
Skills
Equities, Investments, Derivatives, Trading, Series 7, Series 63, Sales, Series 55
Education
Boston University 1992 — 1996
B.A., Economics
The Hotchkiss School 1989 — 1992
Dennis Zheng's Merrill Lynch Experience September 2005 - January 2006
Job Fixed Income Production Support at Nomura
Industry Financial Services
Experience
Nomura November 2013 - Present
Citi July 2012 - October 2013
Ullink June 2011 - July 2012
Fiserv/CheckFree March 2008 - June 2011
Chimera Capital June 2006 - December 2007
Merrill Lynch September 2005 - January 2006
Skills
Fixed Income, Equities, Trading Systems, Portfolio Management, Trading, SQL, Analysis, Unix, Asset Management, Management, XML, Bloomberg, Business Analysis
Education
Boston University 2002 — 2006
BA, Economics
Boston University 2002 — 2006
BA, International Relations (East Asia and Economics)
Nomura November 2013 - Present
Citi July 2012 - October 2013
Ullink June 2011 - July 2012
Fiserv/CheckFree March 2008 - June 2011
Chimera Capital June 2006 - December 2007
Merrill Lynch September 2005 - January 2006
Skills
Fixed Income, Equities, Trading Systems, Portfolio Management, Trading, SQL, Analysis, Unix, Asset Management, Management, XML, Bloomberg, Business Analysis
Education
Boston University 2002 — 2006
BA, Economics
Boston University 2002 — 2006
BA, International Relations (East Asia and Economics)
Ilan Hoffman's Merrill Lynch Experience August 2007 - May 2008
Job Sales Development at Movable Ink
Industry Internet
Experience
Movable Ink March 2015 - Present
Google April 2013 - March 2015
Grubb and Ellis Company May 2010 - February 2012
Zelnick & Company March 2009 - November 2009
Robert K Futterman and Associates August 2008 - January 2009
Merrill Lynch August 2007 - May 2008
Skills
Real Estate, New Business Development, Strategic Partnerships, Real Estate Transactions, Market Research, Social Media, Real Estate Economics, Microsoft Word, Microsoft Office, Due Diligence, Contract Negotiation, Marketing, Negotiation, Social Networking, Social Media Marketing, Entrepreneurship, Financial Analysis, Strategic Planning, Financial Modeling, Public Relations, Research, Online Marketing, Leadership, Management, Marketing Strategy
Education
Boston University 2002 — 2006
Bachelor's degree, International Business and International Relations
Movable Ink March 2015 - Present
Google April 2013 - March 2015
Grubb and Ellis Company May 2010 - February 2012
Zelnick & Company March 2009 - November 2009
Robert K Futterman and Associates August 2008 - January 2009
Merrill Lynch August 2007 - May 2008
Skills
Real Estate, New Business Development, Strategic Partnerships, Real Estate Transactions, Market Research, Social Media, Real Estate Economics, Microsoft Word, Microsoft Office, Due Diligence, Contract Negotiation, Marketing, Negotiation, Social Networking, Social Media Marketing, Entrepreneurship, Financial Analysis, Strategic Planning, Financial Modeling, Public Relations, Research, Online Marketing, Leadership, Management, Marketing Strategy
Education
Boston University 2002 — 2006
Bachelor's degree, International Business and International Relations
Lee Sullivan's Merrill Lynch Experience July 1998 - August 2000
Job Seeking new opportunities
Industry Financial Services
Experience
Financial Services Industry Senior AnalystMiddle Market MetricsJanuary 2008 - January 2013
DBS Vickers Securities March 2007 - November 2007
CIBC September 2002 - November 2006
Federated Investors, Inc. August 2000 - September 2002
Merrill Lynch July 1998 - August 2000
Skills
Research, Financial Risk, Microsoft Office, Equity Research, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Capital Markets, Financial Analysis, Trading, Portfolio Management, Options, Investment Banking, Financial Services, Series 7, Valuation, Emerging Markets, Finance, Management, Mutual Funds, Equity Trading, Asset Management
Education
Boston University 1994 — 1998
BS, Finance and Business Administration; Finance
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Financial Services Industry Senior AnalystMiddle Market MetricsJanuary 2008 - January 2013
DBS Vickers Securities March 2007 - November 2007
CIBC September 2002 - November 2006
Federated Investors, Inc. August 2000 - September 2002
Merrill Lynch July 1998 - August 2000
Skills
Research, Financial Risk, Microsoft Office, Equity Research, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Capital Markets, Financial Analysis, Trading, Portfolio Management, Options, Investment Banking, Financial Services, Series 7, Valuation, Emerging Markets, Finance, Management, Mutual Funds, Equity Trading, Asset Management
Education
Boston University 1994 — 1998
BS, Finance and Business Administration; Finance
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Michael Hogue, CAIA, CFA, CFP's Merrill Lynch Experience May 1996 - November 1997
Job Senior Portfolio Manager
Industry Banking
Experience
TIAA-CREF Private Asset Managment June 2015 - Present
PNC May 2014 - March 2015
Fifth Third Bank July 2010 - May 2014
City of Jacksonville January 2007 - July 2010
Fifth Third Bank June 1999 - October 2006
National City Bank November 1997 - May 1999
Merrill Lynch May 1996 - November 1997
United States Air Force June 1985 - October 1990
Skills
Portfolio Management, Investments, Alternative Investments, Bonds, Financial Risk, Asset Allocation, Pension Funds, Risk Management, Strategic Financial..., Hedge Funds, Hedging, Fixed Income, Financial Modeling, Quantitative Analytics
Education
Boston University 2005 — 2006
MS, Banking & Financial Services
University of Maryland University College 1986 — 1990
BS, Business Management
Oakwood HS
TIAA-CREF Private Asset Managment June 2015 - Present
PNC May 2014 - March 2015
Fifth Third Bank July 2010 - May 2014
City of Jacksonville January 2007 - July 2010
Fifth Third Bank June 1999 - October 2006
National City Bank November 1997 - May 1999
Merrill Lynch May 1996 - November 1997
United States Air Force June 1985 - October 1990
Skills
Portfolio Management, Investments, Alternative Investments, Bonds, Financial Risk, Asset Allocation, Pension Funds, Risk Management, Strategic Financial..., Hedge Funds, Hedging, Fixed Income, Financial Modeling, Quantitative Analytics
Education
Boston University 2005 — 2006
MS, Banking & Financial Services
University of Maryland University College 1986 — 1990
BS, Business Management
Oakwood HS
Kathy Haggerty's Merrill Lynch Experience January 2010 - Present
Job VP/Compliance Manager, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch June 2005 - December 2009
Smith Hulsey & Busey 1986 - June 2004
Education
Boston University
MEd, Elementary Education
Boston University
BA, Government
Merrill Lynch January 2010 - Present
Merrill Lynch June 2005 - December 2009
Smith Hulsey & Busey 1986 - June 2004
Education
Boston University
MEd, Elementary Education
Boston University
BA, Government
Kelsi Maher's Merrill Lynch Experience October 2009 - December 2009
Job Associate Director, Planning at Quidsi
Industry Retail
Experience
Quidsi Inc. December 2014 - Present
Gap Inc./Old Navy February 2014 - December 2014
Gap Inc./Old Navy November 2012 - February 2014
Gap Inc./Old Navy July 2012 - November 2012
Bank of America June 2010 - July 2012
Merrill Lynch October 2009 - December 2009
Universal Pictures February 2009 - April 2009
Lacoste April 2008 - December 2008
Jasmine Sola January 2007 - November 2007
Skills
Credit, Bloomberg, Financial Analysis, Financial Modeling, Credit Analysis, Industry Analysis, Portfolio Management, Commercial Banking, Microsoft Excel, Business Planning, Sales, Strategy
Education
Boston University 2006 — 2010
B.S, Business Administration; Finance and Marketing
Quidsi Inc. December 2014 - Present
Gap Inc./Old Navy February 2014 - December 2014
Gap Inc./Old Navy November 2012 - February 2014
Gap Inc./Old Navy July 2012 - November 2012
Bank of America June 2010 - July 2012
Merrill Lynch October 2009 - December 2009
Universal Pictures February 2009 - April 2009
Lacoste April 2008 - December 2008
Jasmine Sola January 2007 - November 2007
Skills
Credit, Bloomberg, Financial Analysis, Financial Modeling, Credit Analysis, Industry Analysis, Portfolio Management, Commercial Banking, Microsoft Excel, Business Planning, Sales, Strategy
Education
Boston University 2006 — 2010
B.S, Business Administration; Finance and Marketing
Scott Shpilberg's Merrill Lynch Experience May 2008 - April 2010
Job Wholesaler at Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
Paul Criscione CFP(R)'s Merrill Lynch Experience April 2010 - March 2012
Job Wealth Manager at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) March 2012 - Present
Merrill Lynch April 2010 - March 2012
P C 2006 - 2009
PRC Consulting LLC 2003 - 2006
ABN AMRO 2001 - 2003
ING Group 1998 - 2001
Furman Selz 1994 - 1998
Furman Selz 1988 - 1993
Skills
Equities, Portfolio Management, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Securities, Capital Markets, Alternative Investments, Investment Advisory
Education
Boston University 2007 — 2009
Financial Planning and Services
New York Institute of Technology 1981 — 1985
Computer Science
Freedom Capital Management (FCM) March 2012 - Present
Merrill Lynch April 2010 - March 2012
P C 2006 - 2009
PRC Consulting LLC 2003 - 2006
ABN AMRO 2001 - 2003
ING Group 1998 - 2001
Furman Selz 1994 - 1998
Furman Selz 1988 - 1993
Skills
Equities, Portfolio Management, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Securities, Capital Markets, Alternative Investments, Investment Advisory
Education
Boston University 2007 — 2009
Financial Planning and Services
New York Institute of Technology 1981 — 1985
Computer Science
Harriet Davis's Merrill Lynch Experience June 1976 - July 2011
Job Retired investment advisor,current municipal and non profit board member
Industry Financial Services
Experience
Wenham and Boston July 2011 - Present
Merrill Lynch June 1976 - July 2011
Town of Wenham May 2008 - May 2011
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Series 7, Wealth Management, Portfolio Management, Trading Systems, Bloomberg, Mutual Funds, Investments, Hedge Funds, Securities, Financial Modeling, Investment Advisory, Investment Strategies, Asset Management, Investment Management
Education
Simmons College Grad School of Management 1974 — 1975
MBA
Boston University
Master of Arts (M.A.), French Language and Literature
Wheaton College (MA)
Bachelor of Arts (B.A.), French Language and Literature
Wenham and Boston July 2011 - Present
Merrill Lynch June 1976 - July 2011
Town of Wenham May 2008 - May 2011
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Series 7, Wealth Management, Portfolio Management, Trading Systems, Bloomberg, Mutual Funds, Investments, Hedge Funds, Securities, Financial Modeling, Investment Advisory, Investment Strategies, Asset Management, Investment Management
Education
Simmons College Grad School of Management 1974 — 1975
MBA
Boston University
Master of Arts (M.A.), French Language and Literature
Wheaton College (MA)
Bachelor of Arts (B.A.), French Language and Literature
Golda Antokol's Merrill Lynch Experience December 2011 - October 2012
Job Sr. Registered Client Associate at RBC
Industry Financial Services
Experience
RBC April 2015 - Present
Capacity Benefits & Financial Services May 2014 - April 2015
BPP Wealth Inc. October 2013 - December 2013
Merrill Lynch December 2011 - October 2012
Stuart Silverman CPA February 2011 - April 2011
David Samet CPA November 2008 - January 2011
Skills
Series 7, Series 63, Financial Planning, Series 24
Education
Montana State University-Bozeman 2010 — 2011
MS Health & Human Development, Family Financial Planning
Boston University 2008 — 2009
Certificate of Financial Planning
SUNY Empire State College 2006 — 2008
BS Business, Management, & Economics
RBC April 2015 - Present
Capacity Benefits & Financial Services May 2014 - April 2015
BPP Wealth Inc. October 2013 - December 2013
Merrill Lynch December 2011 - October 2012
Stuart Silverman CPA February 2011 - April 2011
David Samet CPA November 2008 - January 2011
Skills
Series 7, Series 63, Financial Planning, Series 24
Education
Montana State University-Bozeman 2010 — 2011
MS Health & Human Development, Family Financial Planning
Boston University 2008 — 2009
Certificate of Financial Planning
SUNY Empire State College 2006 — 2008
BS Business, Management, & Economics
dorothy Vetere's Merrill Lynch Experience May 2003 - June 2007
Job Accounts Payable Specialist, Controller's Office Brown University
Industry Higher Education
Experience
Brown University October 2007 - Present
Merrill Lynch May 2003 - June 2007
Amvescap Retirement Inc. June 2001 - May 2003
Fleet Investments April 1999 - June 2001
Skills
Accounting, Microsoft Office, Financial Services, Financial Reporting, Employee Relations, Leadership, Employee Benefits, Strategic Planning, Customer Service, Project Management, Microsoft Excel, Administrative..., Business Analysis, Process Improvement, Social Media, Training, Human Resources
Education
Boston University 2007 — 2007
Paralegal Certificate
University of Rhode Island
none
Brown University October 2007 - Present
Merrill Lynch May 2003 - June 2007
Amvescap Retirement Inc. June 2001 - May 2003
Fleet Investments April 1999 - June 2001
Skills
Accounting, Microsoft Office, Financial Services, Financial Reporting, Employee Relations, Leadership, Employee Benefits, Strategic Planning, Customer Service, Project Management, Microsoft Excel, Administrative..., Business Analysis, Process Improvement, Social Media, Training, Human Resources
Education
Boston University 2007 — 2007
Paralegal Certificate
University of Rhode Island
none
Edward Fleming III's Merrill Lynch Experience September 2011 - December 2012
Job Software Engineer at Kinvey
Industry Computer Software
Experience
Kinvey January 2013 - Present
Merrill Lynch September 2011 - December 2012
PHT Corporation June 2010 - September 2011
ArtusLabs, Inc. May 2008 - June 2010
Skills
Java, Android, Agile Methodologies, Scrum, JSON-RPC, XML, Eclipse, Java Enterprise Edition, JSON, Mobile Devices, JSP, Microsoft SQL Server, Distributed Systems, Tomcat, SOAP, JavaScript, Web Services, Android Development, Software Development, MongoDB
Education
Boston University 2005 — 2009
BS, Computer Science
American School of Kuwait
Kinvey January 2013 - Present
Merrill Lynch September 2011 - December 2012
PHT Corporation June 2010 - September 2011
ArtusLabs, Inc. May 2008 - June 2010
Skills
Java, Android, Agile Methodologies, Scrum, JSON-RPC, XML, Eclipse, Java Enterprise Edition, JSON, Mobile Devices, JSP, Microsoft SQL Server, Distributed Systems, Tomcat, SOAP, JavaScript, Web Services, Android Development, Software Development, MongoDB
Education
Boston University 2005 — 2009
BS, Computer Science
American School of Kuwait
David Trevisan's Merrill Lynch Experience May 2002 - June 2009
Job Production Manager at Organic Investment SAC
Industry Financial Services
Experience
Organic Investment SAC October 2009 - Present
Moors & Cabot June 2009 - February 2012
merrill lynch May 2002 - June 2009
Fidelity Investments April 1993 - December 2001
Century Bank February 1991 - April 1993
Bear Stearns November 1989 - February 1991
Merrill Lynch October 1983 - November 1989
Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading
Education
Boston University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General
Organic Investment SAC October 2009 - Present
Moors & Cabot June 2009 - February 2012
merrill lynch May 2002 - June 2009
Fidelity Investments April 1993 - December 2001
Century Bank February 1991 - April 1993
Bear Stearns November 1989 - February 1991
Merrill Lynch October 1983 - November 1989
Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading
Education
Boston University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General
Scott Primrose's Merrill Lynch Experience July 1988 - March 2009
Job Head, Transaction Management Group, Money Markets Origination at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2010 - Present
Merrill Lynch July 1988 - March 2009
Skills
Capital Markets, Fixed Income, Structured Products, Loan Origination, Equities, Investment Banking, Money Market, Financial Structuring, Structured Finance, Derivatives, Bonds, Emerging Markets, Bloomberg, Hedge Funds, Credit Derivatives
Education
M.I.T. Sloan School of Management 1986 — 1988
MBA, Finance, International Management
Boston University 1980 — 1984
BS in Management, Finance
Boston University
RBC Capital Markets March 2010 - Present
Merrill Lynch July 1988 - March 2009
Skills
Capital Markets, Fixed Income, Structured Products, Loan Origination, Equities, Investment Banking, Money Market, Financial Structuring, Structured Finance, Derivatives, Bonds, Emerging Markets, Bloomberg, Hedge Funds, Credit Derivatives
Education
M.I.T. Sloan School of Management 1986 — 1988
MBA, Finance, International Management
Boston University 1980 — 1984
BS in Management, Finance
Boston University
Matthew Kudej's Merrill Lynch Experience June 2009 - August 2009
Job Risk Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC July 2011 - Present
BBC Worldwide Americas May 2010 - August 2010
BBC Worldwide February 2010 - April 2010
Merrill Lynch June 2009 - August 2009
Education
Boston University 2007 — 2011
Bachelor of Science, Business Administration
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration
PwC July 2011 - Present
BBC Worldwide Americas May 2010 - August 2010
BBC Worldwide February 2010 - April 2010
Merrill Lynch June 2009 - August 2009
Education
Boston University 2007 — 2011
Bachelor of Science, Business Administration
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration
Jeffrey Willey's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Food & Beverages
Experience
Merrill Lynch October 2010 - Present
KeyImpact Sales & Systems 2005 - 2010
Fox Hil Country Club 2002 - 2005
Education
Boston University
Finance and Marketing
Merrill Lynch October 2010 - Present
KeyImpact Sales & Systems 2005 - 2010
Fox Hil Country Club 2002 - 2005
Education
Boston University
Finance and Marketing
John Spalvins's Merrill Lynch Experience May 1996 - August 1996
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
State Street November 2008 - March 2009
State Street April 2005 - November 2008
State Street December 2002 - March 2005
State Street July 2000 - November 2002
Fidelity Investments December 1998 - June 2000
Fidelity Investments February 1997 - November 1998
Merrill Lynch May 1996 - August 1996
Skills
Business Analysis, Business Requirements, IBM Rational Tools, Requirements Gathering, Mutual Funds, Accounting, Process Improvement, Risk Management, Access, Financial Analysis, SDLC, Fund Accounting
Education
Boston University 1992 — 1997
Bachelor’s of Science, Economics
Boston University Questrom School of Business 1995 — 1997
Business Administration - Minor, Financial Analysis
State Street November 2008 - March 2009
State Street April 2005 - November 2008
State Street December 2002 - March 2005
State Street July 2000 - November 2002
Fidelity Investments December 1998 - June 2000
Fidelity Investments February 1997 - November 1998
Merrill Lynch May 1996 - August 1996
Skills
Business Analysis, Business Requirements, IBM Rational Tools, Requirements Gathering, Mutual Funds, Accounting, Process Improvement, Risk Management, Access, Financial Analysis, SDLC, Fund Accounting
Education
Boston University 1992 — 1997
Bachelor’s of Science, Economics
Boston University Questrom School of Business 1995 — 1997
Business Administration - Minor, Financial Analysis
Frank Mangiafico's Merrill Lynch Experience June 1987 - September 2004
Job Financial Services Professional
Industry Banking
Experience
Credit Suisse April 2010 - July 2014
Pershing, a BNY Mellon company July 2007 - April 2010
ESP Technologies June 2005 - June 2007
Merrill Lynch June 1987 - September 2004
Skills
FINRA : Series..., Member SIFMA Clearing...
Education
Boston University 1978 — 1982
Bachelor of Science (BS), Accounting
Credit Suisse April 2010 - July 2014
Pershing, a BNY Mellon company July 2007 - April 2010
ESP Technologies June 2005 - June 2007
Merrill Lynch June 1987 - September 2004
Skills
FINRA : Series..., Member SIFMA Clearing...
Education
Boston University 1978 — 1982
Bachelor of Science (BS), Accounting
Edgardo Soares's Merrill Lynch Experience February 1998 - April 2001
Job Latin America Equity Trader
Industry Investment Management
Experience
n/a - currently unemployed 2011 - Present
First New York Securities May 2009 - May 2011
Fortis Bank May 2007 - May 2009
Merrill Lynch February 1998 - April 2001
Banco de Credito Nacional (BCN) January 1989 - February 1996
Education
Boston University 1997 — 1998
Masters of Science, Economics
FAAP (Brazil) 1990 — 1995
Bachelor, Economics
Colegio Santo Americo 1974 — 1986
high school
n/a - currently unemployed 2011 - Present
First New York Securities May 2009 - May 2011
Fortis Bank May 2007 - May 2009
Merrill Lynch February 1998 - April 2001
Banco de Credito Nacional (BCN) January 1989 - February 1996
Education
Boston University 1997 — 1998
Masters of Science, Economics
FAAP (Brazil) 1990 — 1995
Bachelor, Economics
Colegio Santo Americo 1974 — 1986
high school
Erika Du Mond's Merrill Lynch Experience February 2004 - May 2005
Job Investment Department Exec at The Planning Group of Scottsdale, LLC
Industry
Experience
The Planning Group of Scottsdale, LLC August 2008 - Present
Alare Capital Partners 2006 - 2008
Merrill Lynch February 2004 - May 2005
Education
Tulane Unversity 2000 — 2002
Bachelors, Finance, Communications
Boston University 1998 — 2000
Public Relations
The Planning Group of Scottsdale, LLC August 2008 - Present
Alare Capital Partners 2006 - 2008
Merrill Lynch February 2004 - May 2005
Education
Tulane Unversity 2000 — 2002
Bachelors, Finance, Communications
Boston University 1998 — 2000
Public Relations
Matthew Boskin's Merrill Lynch Experience 2000 - 2002
Job Equity sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group SalesSterne Agee2008 - 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Hambrecht & quist 1990 - 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Sales, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration
MBA
Boston University 1979 — 1983
BSBA, Business
Susquehanna International Group SalesSterne Agee2008 - 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Hambrecht & quist 1990 - 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Sales, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration
MBA
Boston University 1979 — 1983
BSBA, Business
Kamuela Tillman's Merrill Lynch Experience September 1997 - February 2003
Job Secondary Special Education/English Teacher at Union High School
Industry Education Management
Experience
Union High School December 2012 - Present
Plainfield Public Schools (NJ) January 2010 - December 2012
Merrill Lynch September 1997 - February 2003
Skills
Event Planning, Public Relations, Social Media, Fundraising, Customer Service, Curriculum Development, Microsoft Word, Advertising, PowerPoint, Event Management, Research
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
East Orange High School, East Orange, New Jersey 1985 — 1989
Union High School December 2012 - Present
Plainfield Public Schools (NJ) January 2010 - December 2012
Merrill Lynch September 1997 - February 2003
Skills
Event Planning, Public Relations, Social Media, Fundraising, Customer Service, Curriculum Development, Microsoft Word, Advertising, PowerPoint, Event Management, Research
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
East Orange High School, East Orange, New Jersey 1985 — 1989
Martin Xu's Merrill Lynch Experience December 2010 - May 2011
Job General Ledger Accountant at Lavastorm Analytics
Industry Accounting
Experience
Lavastorm Analytics October 2014 - Present
Lavastorm Analytics October 2013 - Present
Boston University September 2012 - September 2013
BU Urban Business Accelerator September 2012 - December 2012
Universal Sports January 2012 - May 2012
Grant Thornton LLP June 2011 - August 2011
Merrill Lynch December 2010 - May 2011
Skills
Financial Accounting, Cost Accounting, Statistics, Econometrics, Tax Accounting, QuickBooks, Lacerte, Stata, General Ledger
Education
Boston University 2012 — 2013
Master of Arts (M.A.), Economics, 3.54
California Lutheran University 2008 — 2012
Bachelor's degree, Accounting, 3.70
Lavastorm Analytics October 2014 - Present
Lavastorm Analytics October 2013 - Present
Boston University September 2012 - September 2013
BU Urban Business Accelerator September 2012 - December 2012
Universal Sports January 2012 - May 2012
Grant Thornton LLP June 2011 - August 2011
Merrill Lynch December 2010 - May 2011
Skills
Financial Accounting, Cost Accounting, Statistics, Econometrics, Tax Accounting, QuickBooks, Lacerte, Stata, General Ledger
Education
Boston University 2012 — 2013
Master of Arts (M.A.), Economics, 3.54
California Lutheran University 2008 — 2012
Bachelor's degree, Accounting, 3.70
Peter J. Kaufman, CRPC's Merrill Lynch Experience October 1999 - March 2009
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Merrill Lynch October 1999 - March 2009
Education
Boston University 1987 — 1990
Bachelor of Science, Broadcast Journalism
Morgan Stanley Smith Barney March 2009 - Present
Merrill Lynch October 1999 - March 2009
Education
Boston University 1987 — 1990
Bachelor of Science, Broadcast Journalism
Martin Geiger's Merrill Lynch Experience May 1986 - October 2003
Job Medical Biller at Geiger Computing Services Inc
Industry Consumer Services
Experience
Geiger Computing Services Inc April 2003 - Present
Merrill Lynch May 1986 - October 2003
NYS Dept of Motor Veh February 1974 - August 1984
Skills
Computer Programming, Medical Billing
Education
Boston University 1967 — 1969
Bachelor of Arts, Mathematics
Yeshiva University 1965 — 1967
Geiger Computing Services Inc April 2003 - Present
Merrill Lynch May 1986 - October 2003
NYS Dept of Motor Veh February 1974 - August 1984
Skills
Computer Programming, Medical Billing
Education
Boston University 1967 — 1969
Bachelor of Arts, Mathematics
Yeshiva University 1965 — 1967
Emily Ashman's Merrill Lynch Experience 2008 - 2008
Job Associate Attorney at Nicolini, Paradise, Ferretti & Sabella
Industry Law Practice
Experience
Nicolini, Paradise, Ferretti & Sabella January 2012 - Present
Morici & Morici June 2010 - January 2012
Scaring & Brissenden 2009 - 2009
Merrill Lynch 2008 - 2008
Honorable Justice Martin Ritholtz, Supreme Court of New York 2005 - 2005
Skills
Motions, Civil Litigation, Depositions, Hearings
Education
St. John's University School of Law 2004 — 2007
Juris Doctor
Boston University
Psychology
Nicolini, Paradise, Ferretti & Sabella January 2012 - Present
Morici & Morici June 2010 - January 2012
Scaring & Brissenden 2009 - 2009
Merrill Lynch 2008 - 2008
Honorable Justice Martin Ritholtz, Supreme Court of New York 2005 - 2005
Skills
Motions, Civil Litigation, Depositions, Hearings
Education
St. John's University School of Law 2004 — 2007
Juris Doctor
Boston University
Psychology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank