Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
azul schwartz azul schwartz Miami/Fort Lauderdale Area Details
azul schwartz's Merrill Lynch Experience March 2006 - October 2006
Job Partner at Bronz Capital
Industry Venture Capital & Private Equity
Experience
Bronz Capital   May 2014 - Present
J.P. Morgan   September 2010 - July 2013
J.P. Morgan   March 2009 - August 2010
J.P. Morgan   November 2006 - February 2009
Merrill Lynch   March 2006 - October 2006
Merrill Lynch   November 2003 - February 2006

Skills
Equities, Asset Management, Real Estate, Investments, Portfolio Management, Private Equity

Education
University of Pennsylvania   1999 — 2003
Bachelor of Arts (B.A.), Fine Arts, Concentration in Painting

Matthew Sleeman Matthew Sleeman Greater Chicago Area Details
Matthew Sleeman's Merrill Lynch Experience September 2010 - December 2010
Job Senior Actuarial Associate at Resolution Life
Industry Insurance
Experience
Resolution Life  May 2015 - Present
John Hancock Life Insurance Company (U.S.A.)   May 2011 - April 2015
Merrill Lynch   September 2010 - December 2010
U.S. Senator Bernie Sanders   June 2010 - August 2010

Skills
Fixed Annuities

Education
University of Vermont   2007 — 2011
Economics and Statistics

University of Oxford   2010 — 2010
Politics and Economics

Sam Liu Sam Liu New York, New York Details
Sam Liu's Merrill Lynch Experience 1999 - 2001
Job Director at PwC Advisory
Industry Management Consulting
Experience
PwC  August 2009 - Present
City University of New York  2011 - Present
Wells Fargo  June 2008 - August 2008
Clinton Foundation  February 2008 - May 2008
American Express  2007 - 2007
Coty  2003 - 2007
L Brands  2001 - 2003
Merrill Lynch   1999 - 2001

Skills
Training & Development, Change Management, Organizational Design, Workforce Management, Strategic Communications, Corporate Finance, Managerial Finance, Organizational..., Organizational..., Organizational Culture, Workforce Planning, Workforce Development, Project Management, Project Delivery, Talent Management, Management Consulting, Program Management, Leadership, Strategy, Management, Cross-functional Team..., Strategic Planning, Process Improvement, PMO, Business Strategy, Performance Management, Consulting, Training, Entrepreneurship, Business Process..., PMP, Business Transformation, Finance, Financial Modeling, Business Analysis

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
MBA, Strategy, Management and Finance

University of Pennsylvania   1993 — 1997
BA, Economics, Communications

Harris Atmar Harris Atmar Philadelphia, Pennsylvania Details
Harris Atmar's Merrill Lynch Experience July 2009 - September 2009
Job MBA Candidate, The Wharton School
Industry Management Consulting
Experience
PepsiCo  Senior Business AnalystMcKinsey & CompanySeptember 2012 - May 2013
McKinsey & Company  October 2010 - September 2012
Merrill Lynch   July 2009 - September 2009
Deloitte & Touche  May 2009 - July 2009
Bateel International LLC   June 2008 - September 2008
University of Pennsylvania Model United Nations Conference   January 2007 - January 2008
Bateel International LLC   June 2007 - September 2007

Skills
Strategy, Retail, Investments, Management Consulting, Business Strategy, Finance, Marketing Strategy, Financial Modeling, Pricing, Market Research, Bloomberg

Education
University of Pennsylvania   2006 — 2010
Bachelor of Arts and Science, Economics, Consumer Behavior

Ben Coulter Ben Coulter San Francisco, California Details
Ben Coulter's Merrill Lynch Experience 2008 - 2008
Job CEO at TalkIQ, Principal at Atomic
Industry Internet
Experience
TalkIQ: Conversation Science for Inside Sales Teams   May 2015 - Present
Atomic  January 2015 - Present
Everalbum   January 2015 - May 2015
Google  July 2014 - January 2015
Google  July 2013 - July 2014
Google  September 2011 - July 2013
The Boston Consulting Group  September 2009 - August 2011
Merrill Lynch   2008 - 2008
Jaynes, Reitmeier, Boyd & Therrell, P.C.   2007 - 2007

Skills
Financial Modeling, Mergers & Acquisitions, Business Strategy, Strategy, Management Consulting, Valuation, Analytics, Consulting, Competitive Analysis, Data Analysis, Business Valuation, Marketing Strategy, Mergers, Investment Banking, Product Marketing, Financial Analysis, Corporate Development, Acquisitions, Venture Capital

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance

University of Pennsylvania
Bachelor of Science (B.S.), Finance, Hispanic Studies (Minor)

Midway High School

Kenny Nickens Kenny Nickens Atlanta, Georgia Details
Kenny Nickens's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities  August 2013 - Present
Merrill Lynch   June 2012 - August 2012

Skills
Microsoft Office

Education
University of Pennsylvania   2009 — 2013
B.A., Economics

Leon

Dougley Stewart Dougley Stewart Greater Los Angeles Area Details
Dougley Stewart's Merrill Lynch Experience August 2007 - March 2008
Job Vice President at FGI Finance
Industry Banking
Experience
FGI Finance  March 2014 - Present
Sierra Nevada Investment Group   July 2013 - March 2014
USC Marshall School of Business  August 2011 - May 2013
Credit Suisse  June 2012 - August 2012
Wells Fargo Capital Finance  June 2010 - July 2011
Wells Fargo Capital Finance  June 2008 - June 2010
Merrill Lynch   August 2007 - March 2008
Union Bank  August 2006 - August 2007

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investment Banking, Capital Markets, Business Development, Credit, Banking

Education
USC Marshall School of Business   2011 — 2013
Master of Business Administration (M.B.A.), Finance

University of Pennsylvania   2002 — 2006
BS, International Relations

Viewpoint

Jordan Harris Jordan Harris Miami, Florida Details
Jordan Harris's Merrill Lynch Experience 2011 - 2013
Job Realtor Associate at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker  2015 - Present
Trading Advantage  2013 - 2014
Merrill Lynch   2011 - 2013
The Wharton School  June 2010 - June 2011
Jordan Harris Events   January 2007 - January 2010

Skills
Management, Sales, Microsoft Office, Investments, Event Planning, Budgets, Sales Management, Teamwork, Food, Restaurants, Training, Corporate Events, Food & Beverage, Equities, Financial Modeling, Real Estate

Education
University of Pennsylvania
Bachelor of Arts, Political Science

University of Pennsylvania

Christian Lelash Christian Lelash Dallas, Texas Details
Christian Lelash's Merrill Lynch Experience August 2006 - February 2008
Job Associate at Dave PerryMiller Real Estate
Industry Investment Management
Experience
Dave Perry-Miller Real Estate  January 2013 - Present
LeLash Advisors, LLC   August 2012 - Present
Marie Keese Lelash Foundation   January 1992 - Present
First Financial Equity Corporation  February 2008 - August 2012
Dallas Social Venture Partners  2007 - 2011
Merrill Lynch   August 2006 - February 2008
Oppenheimer & Co.   November 2004 - December 2005
Georgetown Consulting Group   June 1992 - December 2002

Skills
Alternative Investments, Financial Analysis, Investments, Hedge Funds, Asset Management, Due Diligence, Portfolio Management, Wealth Management, Series 7, Financial Modeling, Financial Planning, Corporate Finance, Investment Strategies, Funding, Asset Allocation, Mutual Funds, Cash Management, Management Consulting, Business Strategy, Insurance, Private Wealth..., Fixed Income, Valuation, Private Equity, Real Estate

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
MBA, Finance

University of Pennsylvania   1985 — 1989
BA, Economics

Jen Hsia Jen Hsia San Francisco Bay Area Details
Jen Hsia's Merrill Lynch Experience 1995 - 1997
Job VP, Printing and Personal Systems Marketing, Strategic Operations & Creative Integration at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard  2014 - Present
Hewlett-Packard  2011 - 2013
Hewlett-Packard  2006 - 2011
Hewlett-Packard  2004 - 2006
DirecTV Broadband / Telocity   2000 - 2004
Lucent Technologies  1997 - 2000
Merrill Lynch   1995 - 1997

Skills
HP, Planning, Analysis, Sales Enablement, Business Strategy, Marketing Management, Program Management, Operations Management, Project Team Management, Portfolio Optimization, Strategic Planning, Analytics, Marketing Strategy, Business Development, Strategy, Marketing, Project Planning, Cross-functional Team..., Competitive Analysis, Management, Go-to-market Strategy, Strategic Partnerships, Product Management

Education
University of Pennsylvania   1992 — 1996
BAS, Systems Engineering

University of Pennsylvania - The Wharton School   1992 — 1996
BA, Economics (Finance)

Adam Flamm Adam Flamm Greater Salt Lake City Area Details
Adam Flamm's Merrill Lynch Experience February 2010 - May 2010
Job General Manager at UA2 Angel Network / Oxford MBA Candidate
Industry Real Estate
Experience
UA2 Angel Network   August 2013 - September 2015
Summit Sotheby's International Realty  2014 - 2015
EVault A Seagate Company  September 2011 - August 2013
Merrill Lynch   February 2010 - May 2010

Skills
SaaS, Solution Selling, Start-ups, Management, Leadership, Competitive Analysis, Venture Capital, Angel Investing, Real Estate, Entrepreneurship, Go-to-market Strategy, Fundraising, Enterprise Software

Education
University of Oxford - Said Business School   2015 — 2016
Master of Business Administration (M.B.A.)

University of Utah   2009 — 2011
Bachelors of Science, Economics

Ed Rainey Ed Rainey Greater San Diego Area Details
Ed Rainey's Merrill Lynch Experience 2005 - February 2009
Job Director of Finance at Knockaround, LLC
Industry Consumer Goods
Experience
Knockaround, LLC  September 2014 - Present
Back to the Roots LLC  December 2013 - July 2014
Back to the Roots  February 2013 - December 2013
Back to the Roots  March 2012 - February 2013
The University of Pennsylvania Alumni Club of South Carolina   March 2009 - February 2012
Scott & Stringfellow  February 2009 - February 2012
Merrill Lynch   2005 - February 2009
Morgan Stanley  2004 - 2005
Pfizer  2002 - 2004

Skills
Financial Modeling, Entrepreneurship, Finance, Leadership, Microsoft Excel, Financial Reporting, Forecasting, Public Speaking, Valuation, Executive Management, Financial Analysis, Sustainable Business, Start-ups, Accounting, Cash Flow, Capital Raising, Negotiation, Asset Managment, Investments, Asset Management, Portfolio Management, Business Development

Education
University of Pennsylvania   1997 — 2001
Bachelor of Arts, Political Science

Mercersburg Academy   1993 — 1997

Breton Bonnette Breton Bonnette Greater Philadelphia Area Details
Breton Bonnette's Merrill Lynch Experience November 2008 - Present
Job Assistant Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   November 2008 - Present
Paul VI High School  August 2007 - Present
American Soccer News   November 2009 - March 2013
Haddonfield Running Company   August 2000 - August 2002

Skills
Series 7, Asset Managment, Equities, Retirement, Variable Annuities, Portfolio Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, 401k Rollovers, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, Fixed Annuities, Life Insurance, IRAs, ETFs, Financial Services, Investment Advisory, Options, Insurance, Asset Management, FINRA, Finance, Financial Advisory, Investment Strategies

Education
University of Pennsylvania   2002 — 2006
B.A., American History

Haddonfield Memorial High School   1998 — 2002

Jason Shen Jason Shen Greater New York City Area Details
Jason Shen's Merrill Lynch Experience June 2014 - September 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Global China Connections   September 2012 - Present
Berkery, Noyes & Co., LLC   September 2014 - December 2014
Merrill Lynch   June 2014 - September 2014
Light Beam Capital  March 2014 - June 2014
Suzhou International Development Venture Capital Holding Co., Ltd   June 2013 - August 2013
Genius Education Co,. Ltd   September 2012 - June 2013
Guo Fa SME Investment Guarantee Co,. Ltd   December 2012 - January 2013

Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Python, Presentations, DCF, Porter Five Forces..., Start-ups, Investments, Research

Education
NYU Stern School of Business   2012 — 2016
BS, Finance, General, 3.90 GPA with coursework in Financial Market, Accounting, & Corporate Finance

University of Pennsylvania   2012 — 2012
Summer Program, Economics, A in Microeconomics; A - in Game Theory

Dulwich College Suzhou   2009 — 2012
International A-Level Cirriculum

Oriana Diaz Oriana Diaz Ridgewood, New Jersey Details
Oriana Diaz's Merrill Lynch Experience Administrative AssistantUniversity of PennsylvaniaSeptember 2013 - May 2015
Job Administrative Assistant at President's Office, University of Pennsylvania
Industry
Experience
Merrill Lynch   Administrative AssistantUniversity of PennsylvaniaSeptember 2013 - May 2015
Tommy Hilfiger  May 2012 - July 2012
New York City Council  February 2012 - May 2012

Skills
Event Planning, Public Relations, Editing, Administrative..., Student Affairs, Research, Fundraising, Volunteer Management

Education
University of Pennsylvania
Bachelor of Arts (B.A.), Communication and Media Studies, Magna Cum Laude

Ridgewood High School   2007 — 2011

Chris Carroll Chris Carroll Greater Philadelphia Area Details
Chris Carroll's Merrill Lynch Experience July 2000 - March 2003
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2015 - Present
Janney Montgomery Scott  May 2010 - September 2015
JPMorgan Chase  March 2003 - May 2010
Merrill Lynch   July 2000 - March 2003

Skills
Bloomberg, Equity Research, Equities, Equity Trading, Financial Modeling, Asset Management, Alternative Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Securities, Series 7, Series 63, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Investments, Capital Markets

Education
University of Pennsylvania   1996 — 2000

Jennifer (Hee Won) Kang Jennifer (Hee Won) Kang New York, New York Details
Jennifer (Hee Won) Kang's Merrill Lynch Experience July 2011 - August 2011
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC  August 2014 - Present
KPMG  June 2013 - July 2013
Merrill Lynch   July 2011 - August 2011

Skills
Research, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Editing, Fundraising, Event Planning, Public Speaking, Non-profits, Microsoft Word, Social Media Marketing, Teaching, Outlook, Blogging, Economics, Customer Service, Community Outreach, Analysis, Event Management, Nonprofits, Social Networking, Higher Education, Photoshop, Photography

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (B.A.), Political Science (International Relations), East Asian Languages and Civilizations (Chinese)

The Hill School   2006 — 2010
High School/Secondary Diplomas and Certificates

Jeff Zannetti Jeff Zannetti Greater New York City Area Details
Jeff Zannetti's Merrill Lynch Experience July 2011 - November 2012
Job Wrestling Mindset President
Industry Sports
Experience
Wrestling Mindset   May 2008 - Present
Z-Fanatical Fitness   June 2011 - September 2014
Merrill Lynch   July 2011 - November 2012
Barclays Capital  July 2009 - September 2011
Lehman Brothers  May 2008 - August 2008
Bear Stearns  June 2007 - August 2007

Skills
Small Business, Coaching, Athletics, Training, Investments, Strategic Planning, Entrepreneurship, Public Speaking, Team Building, Sports, Social Media, Wellness, Customer Service, Social Networking, Financial Markets, Personal Development, Investment Banking, Peak Performance, Mindset

Education
University of Pennsylvania   2004 — 2009
Bachelor of Arts, Economics

Eric Hanson Eric Hanson Branford, Connecticut Details
Eric Hanson's Merrill Lynch Experience February 2009 - November 2013
Job Wealth Management Advisor The Andriole Group
Industry Financial Services
Experience
The Andriole Group HighTower   November 2013 - Present
Merrill Lynch   February 2009 - November 2013
Acara Partners   September 2004 - August 2008
Fortis Capital  April 1999 - February 2004
UBS  January 1993 - January 1999
US Army  September 1988 - May 1992

Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Loans, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Investment Strategies, Mutual Funds, CRPC, Strategic Planning, Commercial Real Estate, Mergers, ADPA-Accredited..., CRPS, Financial Analysis, Leadership, Management, Retirement, Risk Management

Education
University of Pennsylvania   1984 — 1988
BS, Mechanical Engineering

Conestoga High School   1980 — 1984

Anita Saggurti Anita Saggurti Greater New York City Area Details
Anita Saggurti's Merrill Lynch Experience July 2010 - August 2010
Job J.D. Candidate
Industry Legal Services
Experience
U.S. Trust   June 2015 - Present
Shearman & Sterling LLP  January 2014 - June 2014
Macy's  October 2012 - January 2014
Macy's  June 2011 - August 2011
Urban Outfitters  January 2011 - May 2011
Merrill Lynch   July 2010 - August 2010

Education
The University of Texas at Austin   2014 — 2017
Doctor of Law (J.D.)

University of Pennsylvania   2008 — 2012
B.A., Ancient History, English

Ed Rubin Ed Rubin United States Details
Ed Rubin's Merrill Lynch Experience May 1995 - May 1996
Job Managing Director at TD Securities
Industry
Experience
TD Securities  June 2015 - Present
Deutsche Bank Securities  July 2008 - October 2014
Deutsche Bank Securities  January 2007 - December 2007
Deutsche Bank Securities  January 2005 - December 2006
Deutsche Bank Securities  January 2005 - December 2006
Deutsche Bank Securities  January 2000 - December 2002
Deutsche Bank Securities  January 1996 - December 1999
Merrill Lynch   May 1995 - May 1996
Kidder Peabody  June 1987 - January 1995

Skills
Fixed Income, Portfolio Management, Trading, Capital Markets, Asset Management, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Banking, Interest Rate..., Structured Products, Alternative Investments, Electronic Trading, Investments, Bonds, Financial Risk, Financial Markets, Mutual Funds, Valuation, Financial Modeling, Securities

Education
University of Pennsylvania - The Wharton School   1985 — 1987
Master of Business Administration (M.B.A.), Finance, General

University of Pennsylvania   1978 — 1982
Bachelor's Degree, Economics

Archit Budhraja Archit Budhraja New York, New York Details
Archit Budhraja's Merrill Lynch Experience June 2012 - August 2012
Job Advisory Experienced Associate at PwC
Industry Information Technology and Services
Experience
PwC  August 2013 - Present
Merrill Lynch   June 2012 - August 2012

Skills
Java, JavaScript, HTML, Web Applications, Python, Web Design, Web Development, Agile Methodologies, Salesforce.com, Software Engineering, Project Management, Data Analysis, Financial Modeling, Matlab, Microsoft Excel, Microsoft Office, PowerPoint, Research, Software Development

Education
University of Pennsylvania   2009 — 2013
Bachelor of Science in Engineering, Computer Science and Mathematics

Jonathan Jebson Jonathan Jebson Greater Los Angeles Area Details
Jonathan Jebson's Merrill Lynch Experience June 2011 - July 2011
Job Associate Consultant at Semler Brossy Consulting Group
Industry Management Consulting
Experience
Semler Brossy Consulting Group  July 2014 - Present
Enterprise Rent-A-Car  May 2013 - August 2013
Manchester United  February 2013 - May 2013
Team 31 Productions   January 2012 - October 2012
Enterprise Rent-A-Car  May 2012 - August 2012
Barnes Market Research   June 2011 - July 2011
Merrill Lynch   June 2011 - July 2011

Skills
Sales, Market Research, Management, Microsoft Excel, Marketing Strategy, PowerPoint, Data Analysis, Negotiation, Leadership, Event Planning, Public Speaking

Education
Washington University in St. Louis - Olin Business School   2010 — 2014
Bachelor of Science Business Administration (BSBA), Marketing and International Business, 3.41

Oxford University   2013 — 2013
International Business

Matthew Dominy Matthew Dominy Greater Chicago Area Details
Matthew Dominy's Merrill Lynch Experience 2006 - 2006
Job Media and Marketing Professional
Industry Marketing and Advertising
Experience
Experiency   April 2015 - Present
Starcom MediaVest Group  May 2012 - March 2015
Chicago Fire Soccer Club  March 2014 - October 2014
Dominy Media   January 2011 - May 2012
United Airlines  January 2009 - April 2010
United Airlines  July 2007 - December 2008
Merrill Lynch   2006 - 2006
Capstar Partners, LLC (a BNP Paribas company)   July 2002 - July 2005
Capstar Partners, LLC (a BNP Paribas company)   July 2000 - June 2002

Skills
Social Media Marketing, Social Media, Social Media Development, Social Media Monitoring, Marketing Strategy, Business Strategy, Small Business, Financial Analysis, Financial Modeling, Online Marketing, Strategy Development, Project Execution, Project Portfolio..., New Business Development, Strategy, Project Management, Digital Strategy, Digital Marketing, Facebook, WordPress, Event Planning, Email Marketing, Online Advertising, Blogging, Integrated Marketing, Social Media Measurement, Marketing

Education
University of Virginia Darden School of Business   2005 — 2007
MBA

University of Pennsylvania   1997 — 2000
B.A., Economics

Praful Nama Praful Nama Greater New York City Area Details
Praful Nama's Merrill Lynch Experience July 2008 - September 2008
Job Engineer Network Design, Information Security at Bloomberg
Industry Computer Networking
Experience
Bloomberg  March 2010 - Present
Cvent  January 2009 - March 2010
Merrill Lynch   July 2008 - September 2008
Merrill Lynch   May 2007 - August 2007
Ericsson  May 2005 - June 2005

Skills
TCP/IP, Network Security, Firewalls, Websense, Shell Scripting, Bluecoat, Checkpoint, Juniper, Python, Load Balancing, FTP, Wireshark, VBScript, UDP, Snort, Powershell, SSL, Linux, Content Delivery Network, Unix, Visio, Cisco, HTTP, ICAP, Radware, Proxy, Nagios, VPN, Firewall Administration, Squid, Tufin, Dante, Socks, CDN, Splunk, Git

Education
University of Pennsylvania   2006 — 2007
Master of Science in Engineering (M.S.E.), Electrical Engineering

Uttar Pradesh Technical University   2002 — 2006
Bachelor of Technology, Electronics and Communication Engineering

Manav Sthali School   1990 — 2002

Iris Burkat Iris Burkat Greater New York City Area Details
Iris Burkat's Merrill Lynch Experience 1977 - 1981
Job Managing Partner at Burkat Global,LLC
Industry Marketing and Advertising
Experience
Burkat Global,LLC   July 2013 - Present
Burkat Company - Marketing, Fundraising, Corporate Responsibility, Sustainability Consulting   1992 - June 2013
Green Mountain Energy Company  October 2011 - August 2012
Women's Network for a Sustainable Future   2010 - 2011
Planned Parenthood Hudson Peconic  2005 - 2008
Prodigy Services Company  1995 - 1997
Citigroup  1988 - 1991
AllianceBernstein LP  1984 - 1988
Citigroup  1981 - 1984
Merrill Lynch   1977 - 1981

Skills
Fundraising, Non-profits, Strategic Planning, Marketing Strategy, Strategy, Program Development, Business Development, Marketing, Start-ups, Entrepreneurship, Program Management, Annual Giving, Integrated Marketing, Budgets, Corporate Social..., Stewardship, Public Speaking, Leadership, Investments, Public Relations, Product Development, Sustainability, Customer Retention, Planned Giving, Analysis, Research, Organizational..., Nonprofits, Corporate Law, Marketing Research

Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Marketing

University of Pennsylvania
B.A., American Civilization

Josh Hershman Josh Hershman New York, New York Details
Josh Hershman's Merrill Lynch Experience June 1999 - February 2004
Job Founding Partner / Managing Director at TruMid Financial
Industry Financial Services
Experience
TruMid Financial   October 2014 - Present
Barclays  July 2014 - October 2014
Barclays  October 2013 - July 2014
Barclays  August 2011 - October 2013
Goldman Sachs  February 2004 - August 2011
Merrill Lynch   June 1999 - February 2004

Skills
Credit Trading, Credit Derivatives, CDS, High Yield, High Yield Bonds, Electronic Trading..., Fixed Income, Financial Markets, Trading, Credit, Capital Markets, Equities, Investments, Hedge Funds, Bloomberg

Education
University of Pennsylvania   1995 — 1999

Shafqat Islam Shafqat Islam Greater New York City Area Details
Shafqat Islam's Merrill Lynch Experience 2001 - 2008
Job Cofounder & CEO at NewsCred
Industry Information Technology and Services
Experience
NewsCred  2007 - Present
The Paley Center for Media  2012 - Present
Merrill Lynch Bank Suisse SA   2001 - 2008
Merrill Lynch   2001 - 2008

Education
University of Pennsylvania   1999 — 2003
BSE, BA, Computer Engineering, Economics

Jiayi Bao Jiayi Bao Greater Philadelphia Area Details
Jiayi Bao's Merrill Lynch Experience September 2012 - December 2012
Job Doctoral Student at The Wharton School
Industry Research
Experience
Vassar College  September 2011 - December 2013
PIMCO  June 2013 - August 2013
Merrill Lynch   September 2012 - December 2012
Mizuho Corporate Bank  August 2012 - September 2012
Vassar College  May 2012 - August 2012
Brewster Financial Planning LLC   January 2012 - January 2012
Vassar College  May 2011 - July 2011
Shanghai Roots & Shoots  2006 - 2010

Skills
Mandarin, Stata, Shanghainese, Microsoft Office, Econometrics, LaTeX, Economics, Research, Monetary Policy, Nonprofits, Chinese, Bloomberg Terminal, R, Microsoft Excel, Data Analysis, Reuters, Fixed Income

Education
University of Pennsylvania - The Wharton School
Doctor of Philosophy (Ph.D.), Applied Economics

Vassar College   2010 — 2014
BA, Economics, Mathematics

University of Oxford   2013 — 2013
JYA, Economics, Mathematics

Shanghai Foreign Language School   2003 — 2010

The Hotchkiss School   2007 — 2007

Michael Lyczak Michael Lyczak Morrisville, Pennsylvania Details
Michael Lyczak's Merrill Lynch Experience June 1986 - May 1988
Job Application Configuration Manager at State Street Corporation
Industry Banking
Experience
Wipro  August 2012 - July 2013
State Street Bank  December 2004 - August 2012
State Street Bank  June 1997 - December 2004
Computer Associates (now CA Technologies)   October 1988 - June 1997
Applied Data Research (acquired by Computer Associates)   May 1988 - October 1988
Merrill Lynch   June 1986 - May 1988
State of New Jersey, Dept of Law & Public Safety   June 1985 - June 1986
State of New Jersey, Dept of Law & Public Safety   March 1983 - June 1985
University of Pennsylvania  January 1979 - May 1979

Skills
Databases, Technical Support, Enterprise Software

Education
University of Pennsylvania   1976 — 1980
Bachelor of Arts (BA), Biology (Computer Science minor)

Kyle Lutkewitte Kyle Lutkewitte Midland, Texas Details
Kyle Lutkewitte's Merrill Lynch Experience May 2010 - August 2010
Job Financial Analyst at Diamondback Energy
Industry Oil & Energy
Experience
Diamondback Energy  October 2014 - Present
Iberia Capital Partners, LLC   November 2012 - October 2014
IBERIABANK  July 2011 - October 2012
Department of Economics, University of Pennsylvania   January 2010 - December 2010
Merrill Lynch   May 2010 - August 2010

Skills
Investments, Research, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Bloomberg, Data Analysis, Finance, Management, Economics

Education
University of Pennsylvania   2007 — 2011
B.A, Economics; History of Art

Jesuit High School   2002 — 2007

Julie Cutler Veltman, CFA Julie Cutler Veltman, CFA San Francisco Bay Area Details
Julie Cutler Veltman, CFA's Merrill Lynch Experience 2003 - 2006
Job Infrastructure Strategy Principal at Salesforce
Industry Financial Services
Experience
Salesforce  March 2015 - Present
Raymond James Financial Inc.  January 2012 - June 2014
Cohen & Company  February 2006 - January 2012
Merrill Lynch   2003 - 2006

Skills
Asset Management, Trading, Hedge Funds, ABS, Alternative Investments, Portfolio Management, Investments, Securitization, Derivatives, CDO, Bloomberg, Bonds, Structured Products, Capital Markets, Financial Analysis, Structured Finance, Fixed Income, MBS, Credit Derivatives, Financial Structuring, Financial Modeling, Credit, Valuation, Management

Education
University of Pennsylvania   2000 — 2003
Bachelor of Science, Finance

Stuyvesant High School

Sung (Sung Won) Hwang Sung (Sung Won) Hwang New York, New York Details
Sung (Sung Won) Hwang's Merrill Lynch Experience June 2011 - August 2011
Job Software Engineer at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP  June 2013 - Present
Bloomberg LP  June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Skills
Java, C++, Ruby on Rails, C, Distributed Systems, Mobile Applications, REST, HTML, Python, Perl, JavaScript, HBase, JSP

Education
Wharton School, University of Pennsylvania   2010 — 2013
Bachelor of Science (B.Sc.), Finance

University of Pennsylvania   2008 — 2013
Bachelor of Science (B.S.), Computer and Information Sciences and Finance

Errol Bakal Errol Bakal Greater New York City Area Details
Errol Bakal's Merrill Lynch Experience November 2003 - June 2006
Job Vice President at Macquarie Bank
Industry Venture Capital & Private Equity
Experience
Macquarie Bank  February 2010 - November 2012
Macquarie Bank  August 2008 - January 2010
JLL Partners  July 2006 - July 2008
Merrill Lynch   November 2003 - June 2006
Dresdner Kleinwort  July 2003 - November 2003
Zenith Media  2000 - 2000

Skills
Investment Banking, Financial Modeling, Equities, Bloomberg, Mergers & Acquisitions, Private Equity, Valuation, Investments, Hedge Funds

Education
University of Pennsylvania - The Wharton School   2000 — 2003
BS, Finance

University of Pennsylvania   1999 — 2003
BA, Economics

Hunter College High School   1993 — 1999

Julie Brinberg Julie Brinberg Greater New York City Area Details
Julie Brinberg's Merrill Lynch Experience October 2010 - Present
Job Alternative Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2010 - Present
Applied Predictive Technologies  August 2009 - October 2010

Skills
Alternative Investments, Series 7, Series 63, Private Equity, Real Estate Private..., Commercial Real Estate, Precious Metals, Hedge Funds, Analytics, Business Strategy, Financial Analysis, Business Analytics, Capital Markets

Education
University of Pennsylvania   2005 — 2009
BS in Economics, Concentrations in Marketing and Finance

University of Pennsylvania - The Wharton School   2005 — 2009
BS in Economics, Concentrations in Marketing and Finance

Christopher Do Christopher Do San Francisco Bay Area Details
Christopher Do's Merrill Lynch Experience November 2004 - March 2009
Job
Industry Financial Services
Experience
National Association of Asian American Professionals - San Francisco   January 2010 - Present
UBS Financial Services  March 2009 - Present
Junior Achievement of San Francisco   July 2009 - Present
Asian Pacific Islander American Public Affairs Association   April 2012 - Present
Beacon RCA   2010 - 2013
San Jose Repertory Theatre  May 2007 - April 2009
Merrill Lynch   November 2004 - March 2009
Ascend Professional Group   2007 - 2009
Bear Stearns  September 2001 - November 2004
Societe Generale - Fimat   1997 - 1999

Education
University of Pennsylvania - The Wharton School
Dual Major: Finance & Management

University of Pennsylvania
Systems Engineering

Gary Desmond Gary Desmond Indianapolis, Indiana Details
Gary Desmond's Merrill Lynch Experience May 1996 - November 2000
Job .
Industry Venture Capital & Private Equity
Experience
Merrill Lynch   May 1996 - November 2000
Merrill Lynch   June 1993 - April 1996

Education
University of Pennsylvania - The Wharton School   1989 — 1991
Master of Business Administration (MBA)

University of Pennsylvania   1984 — 1987
Bachelor of Science (BS), Biochemistry, Economics

Andrea Contigiani Andrea Contigiani Philadelphia, Pennsylvania Details
Andrea Contigiani's Merrill Lynch Experience June 2007 - July 2007
Job PhD Student at The Wharton School
Industry Research
Experience
Wharton Entrepreneurship   June 2012 - May 2013
Jesa Investment & Management Consulting   July 2008 - September 2008
Merrill Lynch   June 2007 - July 2007

Education
University of Pennsylvania   2013 — 2018
PhD

University of Pennsylvania   2013 — 2016
MS

University of Pennsylvania   2010 — 2012
MA

Universita' Bocconi   2007 — 2009
MS

LUISS Guido Carli   2003 — 2006
BS

Jeff Gregorio Jeff Gregorio Washington D.C. Metro Area Details
Jeff Gregorio's Merrill Lynch Experience April 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
Bernstein Global Wealth Management  July 2004 - February 2013
AllianceBernstein  July 2004 - February 2013

Skills
Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock..., Dynamic Asset Allocation, Equity Trading, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, High Net Worth..., Intergenerational..., Investment Advisory, Investment Management, Municipal Bonds, Personal Finance, Retirement Benefits, Retirement Planning, Retirement Savings, Strategic Partnerships, Wealth Accumulation..., Wealth Management, Asset Management, Strategic Financial..., Asset Allocation, Alternative Investments, Institutional..., Wealth Management..., Private Equity, Securities, Trading, Equity Research, Series 63, Investments, Wealth, Mutual Funds, Tax, Hedge Funds, ETFs, Investment Strategies, Portfolio Management, Investment Banking, Bonds, Equities, Estate Planning, Finance, Capital Markets

Education
University of Pennsylvania   1996 — 2001
BA, International Relations

Evan Wein Evan Wein Greater New York City Area Details
Evan Wein's Merrill Lynch Experience 1982 - 1999
Job Senior Advisor Special Situations at Mercury Capital Advisors
Industry Financial Services
Experience
Mercury Capital Advisors  August 2013 - Present
Norfolk Markets  February 2011 - August 2013
Weeden & Co.   2008 - 2011
SkyBridge Capital  2007 - 2008
Coventry Capital, LLC   2005 - 2007
Lucerne Partners, LLC   1999 - 2005
Merrill Lynch   1982 - 1999

Skills
Investment Banking, Sales & Trading, Capital Markets, Hedge Funds, Money Management, Private Equity, High Yield, Credit, Alternative Investments, Fixed Income, Equity, Institutional Investors, Institutional Sales, Relationship Management, Capital Raising, Sell Side, Buy Side, Equities, High Yield Bonds, Leveraged Finance, Buy-side, Financial Services, Valuation, Financial Structuring, Institutional..., Structured Products, Credit Derivatives

Education
University of Pennsylvania   1980 — 1982
BA, European History, Economics

Ann Monaghan Ann Monaghan Princeton, New Jersey Details
Ann Monaghan's Merrill Lynch Experience May 2012 - Present
Job wealth management
Industry Financial Services
Experience
Merrill Lynch   May 2012 - Present
Tiger Aquatics  September 2010 - Present
The College of New Jersey  January 2008 - May 2010
Philadelphia Investors, Ltd   January 1989 - January 1993

Skills
Higher Education, College Teaching, Student Development, Coaching

Education
University of Pennsylvania   2006 — 2008
graduate work, PUBLIC HEALTH

University of Pennsylvania   1993 — 1995
post-baccalaureate, pre-medicine classes

University of Virginia   1984 — 1988
BA, International Relations, Religion

Chris DeMuth Chris DeMuth Chatham, New Jersey Details
Chris DeMuth's Merrill Lynch Experience July 2004 - August 2005
Job Jackson Valley Fund LP
Industry Financial Services
Experience
Jackson Valley Fund LP   March 2014 - Present
Guy Carpenter  September 2007 - March 2014
Chanin Capital Partners  April 2006 - September 2007
Merrill Lynch   July 2004 - August 2005

Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Insurance, Mergers & Acquisitions, Corporate Finance, Series 7, Securities, Investments, Investment Banking, Alternative Investments, Financial Services, Strategy, Mutual Funds

Education
University of Pennsylvania   1999 — 2003
BA, English

Delbarton School   1995 — 1999

Barry Silver Barry Silver Greater New York City Area Details
Barry Silver's Merrill Lynch Experience 1984 - 1989
Job Managing Director at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
The Norwalk Symphony Orchestra  2010 - Present
Bank of Tokyo-Mitsubishi UFJ  February 1993 - Present
Connecticut Swimming, Inc.   2001 - 2009
Daiwa Securities  1990 - 1992
Merrill Lynch   1984 - 1989
A G Becker   1982 - 1984

Education
University of Pennsylvania   1978 — 1982
Bachelor of Science (B.S.)

University of Pennsylvania - The Wharton School   1978 — 1982
Bachelor of Science (BS)

Barrett Nixon Barrett Nixon Washington D.C. Metro Area Details
Barrett Nixon's Merrill Lynch Experience 2001 - 2004
Job Business Manager at Pinnacle Media Ltd
Industry Government Administration
Experience
Pinnacle Media Ltd   April 2015 - Present
Federal Bureau of Investigation (FBI)   June 2006 - March 2015
Wyeth Consumer Healthcare  2005 - 2005
Merrill Lynch   2001 - 2004
Wharton Econometric Forecasting Associates, Inc (WEFA Inc)   1998 - 2001

Skills
Strategic Planning, Knowledge Management, Change Management, Program Management, Management Consulting, Government, Business Strategy, Strategy, Business Process..., Project Management, Risk Management, Palantir, Governance

Education
University of Virginia - Darden Graduate School of Business Administration   2004 — 2006
Master of Business Administration (M.B.A.), General Management

University of Pennsylvania   1997 — 2001
Bachelor's Degree, International Relations / Economics

Kyle Tatz Kyle Tatz Greater Boston Area Details
Kyle Tatz's Merrill Lynch Experience June 2011 - August 2011
Job Analyst Highfields Capital
Industry Investment Management
Experience
Highfields Capital  September 2014 - Present
The Blackstone Group  July 2012 - July 2014
Merrill Lynch   June 2011 - August 2011

Education
University of Pennsylvania   2008 — 2012
B.S., Finance

Michael Breiner Michael Breiner New York, New York Details
Michael Breiner's Merrill Lynch Experience May 2012 - August 2012
Job Tech and Sales Ops at Updater
Industry Information Technology and Services
Experience
Updater  November 2014 - Present
Updater  April 2014 - Present
Updater  September 2013 - April 2014
Planning Plus, LLC.   December 2012 - September 2013
Merrill Lynch   May 2012 - August 2012
University of Pennsylvania Computer Connection   September 2010 - July 2012
Harding Poorman Group  May 2011 - August 2011
AirDigital Communications   January 1996 - August 2011
Karmel Korn   January 2008 - February 2009

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Research, PowerPoint, Dreamweaver, OS X, Social Media, Financial Modeling, Analysis, Business Development, Management

Education
University of Pennsylvania   2009 — 2013
Bachelor’s Degree, Philosophy, Politics, and Economics

Heritage Christian High School   2005 — 2009
Honors Diploma

Philippe K. Doh Philippe K. Doh Greater New York City Area Details
Philippe K. Doh's Merrill Lynch Experience 1992 - 2002
Job NYC Real Estate Agent & Senior Int'l Wealth Strategist
Industry Financial Services
Experience
William Raveis Real Estate  September 2014 - Present
MTL (Money/Talent/Lifestyle)   October 2013 - Present
Primerica  October 2013 - Present
Harlem Renaissance 2.0   October 2009 - Present
The Corcoran Group  January 2014 - September 2014
MAKE/Creative Talent Advisors   March 2006 - October 2013
John Hancock Life Insurance Company (U.S.A.)   September 2006 - August 2010
Investance  2003 - 2006
Merrill Lynch   1992 - 2002
Citibank  1990 - 1992

Skills
French, Coaching, Entrepreneurship, Personal Services, Talent Management, Fashion, Music, Entertainment, Dance, Luxury, Lifestyle, Management Consulting, Brand Development, Small Business, Start-ups, Business Strategy, Business Planning, New Business Development, Trend Analysis, Strategic Planning, Financial Analysis, Asset Management, Investments, Marketing Strategy, Marketing Communications, Public Relations, Event Management, Public Speaking, Equities, Online Advertising, Budgets, Asset Managment, Strategic Financial..., Beauty Industry, Marketing, Business Development, Art, Performing Arts, Finance, Venture Capital, Management, Private Equity, Corporate Finance, Risk Management, Emerging Markets, Digital Media, Advertising, Financial Services, Integrated Marketing, Social Media

Education
Université Panthéon Sorbonne (Paris I)   1984 — 1990
Maitrise de Sciences de Gestion (MSG; Business Management)

Lycee Carnot, Paris   1982 — 1984
Baccalauréat D

Marguerite Ferguson Marguerite Ferguson Jacksonville, Florida Details
Marguerite Ferguson's Merrill Lynch Experience August 2015 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
BofA Merrill Lynch  January 2014 - August 2015
Merrill Edge  January 2013 - January 2014
Merrill Edge  November 2011 - January 2013
Duval County Public Schools  September 2007 - November 2011
Merrill Lynch   December 2003 - August 2007

Skills
Series 7, Series 66, English-Spanish

Education
Middlesex School

University of Pennsylvania
Bachelor of Arts (B.A.), History

Marisa Biehl Marisa Biehl Greater New York City Area Details
Marisa Biehl's Merrill Lynch Experience September 2000 - September 2001
Job Vice President of Partnerships at The People's Operator
Industry Nonprofit Organization Management
Experience
The People's Operator   March 2015 - Present
U.S. Fund for UNICEF   December 2013 - December 2014
The Nature Conservancy  August 2009 - November 2013
The New York Botanical Garden  December 2006 - August 2009
Real Event Solutions, Cork, Ireland   March 2004 - June 2006
American Museum of Natural History  September 2001 - August 2003
Merrill Lynch   September 2000 - September 2001

Skills
Marketing, Team Management, Fundraising, Non-profits, Event Planning, Program Management, Philanthropy, Strategy, Business Development, Grant Writing, Event Management, Public Relations, Blogging, Program Development, Social Media Marketing, Corporate Social..., Marketing Communications, Press Releases, Integrated Marketing, Nonprofits, Crisis Communications, Management

Education
University of Pennsylvania   1991 — 1995
BA, Psychology

Stuyvesant High School for Math and Science   1987 — 1991

Sam Tabar Sam Tabar New York, New York Details
Sam Tabar's Merrill Lynch Experience February 2011 - September 2012
Job Entrepreneur
Industry Investment Management
Experience
Merrill Lynch   February 2011 - September 2012
Sparx Group/PMA   March 2007 - March 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   May 2001 - March 2007

Skills
Management, Strategy, Litigation, Mergers & Acquisitions, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Due Diligence, Civil Litigation

Education
Columbia University   2000 — 2001
Master's degree, Law

University of Oxford   1997 — 2000
Bachelor's degree, Jurisprudence

Ryan Lasiter Ryan Lasiter Little Rock, Arkansas Area Details
Ryan Lasiter's Merrill Lynch Experience August 2005 - December 2005
Job Commercial Investments at Doyle Rogers Company
Industry Investment Management
Experience
Doyle Rogers Company   May 2006 - Present
Merrill Lynch   August 2005 - December 2005
Downtown Memphis Commission  September 2000 - December 2000
Office of the Governor - State of Arkansas   January 2000 - May 2000
Main Street Helena / King Biscuit Blues Festival   May 1998 - August 1998

Skills
Real Estate, Investments, Brokerage, Asset Managment, Real Estate Economics, Financial Analysis, Portfolio Management, Real Estate Transactions, Real Estate Development, Due Diligence, Financial Modeling, Leases, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Property, Retail Buildings, Office Buildings, Asset Management, Location Intelligence, Investment Properties, Real Estate Financing, Corporate Real Estate, Tenant, Disposition, Acquisitions, Appraisals, Landlords, Investors, Apartments, Valuation, Foreclosures

Education
Rhodes College   1997 — 2001
BA, Political Science, History

The University of Memphis - Fogelman College of Business & Economics   2004 — 2006
MBA, Business / Finance / Real Estate

University of Oxford   1999 — 1999

Catholic High School for Boys   1993 — 1997
Diploma

Michael Carajohn Michael Carajohn New York, New York Details
Michael Carajohn's Merrill Lynch Experience May 2011 - August 2011
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  July 2015 - Present
Barclays Investment Bank  June 2013 - June 2015
Solve Media, Inc  January 2013 - May 2013
Barclays Capital  May 2012 - August 2012
Merrill Lynch   May 2011 - August 2011
Wharton Sports Business Initiative   November 2010 - April 2011
New Jersey Nets  July 2006 - August 2010

Skills
Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Data Analysis, Financial Analysis, Statistics, Economics

Education
University of Pennsylvania   2009 — 2013
Economics and Political Science

Fieldston

Geoff Deasey Geoff Deasey Greater Philadelphia Area Details
Geoff Deasey's Merrill Lynch Experience 1984 - 1989
Job Managing Director, AUA Capital Management
Industry Financial Services
Experience
Chester County Asset Management   October 2011 - Present
Legg Mason, Global Currents Investment Management   March 2008 - April 2011
Glenmede  May 2004 - March 2008
Brown Brothers Harriman  February 1999 - November 2003
Corestates Capital Advisors  1988 - 1992
Merrill Lynch   1984 - 1989

Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7

Education
University of Pennsylvania
BA, Political Science & Sociology

Widener University School of Law
JD

Christian Depret-Bixio CFP® CRPC® Christian Depret-Bixio CFP® CRPC® Columbia, South Carolina Details
Christian Depret-Bixio CFP® CRPC®'s Merrill Lynch Experience May 2004 - October 2014
Job VP Financial Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Merrill Lynch   May 2004 - October 2014
Bank of America  January 2002 - May 2004
Credit Suisse  January 2000 - December 2001

Skills
French American..., Asset Allocation, Portfolio Management, Estate Planning, Retirement Planning, Estate Tax Planning

Education
Université Panthéon Sorbonne (Paris I) / IAE Paris   1991 — 1992
DESS - MBA, Business Administration and Management, General

William J. Harrington William J. Harrington New York, New York Details
William J. Harrington's Merrill Lynch Experience August 1992 - October 1998
Job Credit Analyst Assessing the Interconnectedness of Economic, Financial, and Regulatory Decision Making
Industry Financial Services
Experience
Wikirating (Wikirating.net)   October 2013 - Present
Proponent of Accurate Credit Assessments That Improve Economic Decisionmaking and Limit Bailouts   February 2011 - Present
Moody's Investors Service  June 1999 - July 2010
Merrill Lynch   August 1992 - October 1998
Wharton Econometrics Forecasting Associates (The WEFA Group)   September 1987 - August 1990
Hay Group  December 1983 - August 1986

Skills
Structured Finance, Swaps, ABS, Hedging, Securitization, Counterparty Risk, Structured Products, Banking, Treasury, Ratings, Derivatives, Valuation

Education
University of Pennsylvania - The Wharton School   1990 — 1992
Master of Business Administration (M.B.A.), Finance

University of Pennsylvania   1979 — 1983
BA, Economics

CCHS of Lawrence, Mass   1975 — 1979
High School

Michael Golisano Michael Golisano Princeton, New Jersey Details
Michael Golisano's Merrill Lynch Experience July 2005 - October 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  November 2007 - Present
Merrill Lynch   July 2005 - October 2007

Education
University of Pennsylvania

Lawrence Nagelberg Lawrence Nagelberg Greater Philadelphia Area Details
Lawrence Nagelberg's Merrill Lynch Experience 2000 - Present
Job VP, Marketing Analytics at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2000 - Present
CertainTeed Corporation  2009 - 2009
LoBue Associates  January 1998 - January 1999
HarperCollins Publishers  1999 - 1999
JP Morgan – Chase  1999 - 1999
Westinghouse Electric Company  1997 - 1998

Skills
Analytics, Marketing, Finance, Project Management, Consulting, Business Intelligence, Competitive Analysis, Strategy, Forecasting, Management, Financial Services, Market Research, Data Analysis, Business Strategy, Enterprise Software, Mergers & Acquisitions

Education
University of Pennsylvania   2009 — 2009
BSEE, Electrical Engineering

University of Pennsylvania - The Wharton School   2009 — 2009
BSEE, MBA, Electrical Engineering, Finance, Management Science

Scott Asalone Scott Asalone Greater New York City Area Details
Scott Asalone's Merrill Lynch Experience November 1995 - 2000
Job Keynote speaker, author, workshop facilitator, and expert on achievement and success.
Industry Professional Training & Coaching
Experience
University of Pennsylvania  2014 - Present
The Greatness Project   June 2001 - Present
ASGMC, Inc   January 1999 - Present
Merrill Lynch   November 1995 - 2000

Skills
Leadership Development, Public Speaking, Team Building, Motivational Speaking, Positive Psychology, Published Author, Training, Blogging, Strategic Planning, Program Management, Leadership, Change Management, Entrepreneurship, Executive Coaching, Personal Development, Nonprofits, Organizational..., Workshop Facilitation, Coaching, Consulting, Management Consulting, MBTI

Education
University of Pennsylvania   2007 — 2008
MAPP, Positive Psychology

Immaculate Conception Seminary   1979 — 1983
Master of Divinity (M.Div.), Theology/Theological Studies

Don Bosco College   1974 — 1978
Bachelor of Arts (B.A.), Philosophy/English

Zachary Roseman Zachary Roseman New York, New York Details
Zachary Roseman's Merrill Lynch Experience June 2008 - August 2008
Job Associate Director, Strategy and M&A at IAC
Industry Financial Services
Experience
IAC  April 2013 - Present
RBC Capital Markets  July 2011 - April 2013
Israel Defense Forces  February 2010 - April 2011
DFJ Gotham Ventures   October 2009 - December 2009
Insight Venture Partners  June 2009 - August 2009
Penn Hillel  2008 - 2009
Merrill Lynch   June 2008 - August 2008

Skills
Venture Capital, Due Diligence, Investments, Market Research, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Mergers, Hebrew, Competitive Analysis

Education
University of Pennsylvania   2006 — 2009
BA, Economics

Kevin F. Arnold Kevin F. Arnold Greater Atlanta Area Details
Kevin F. Arnold's Merrill Lynch Experience February 1992 - December 1994
Job CFO
Industry Executive Office
Experience
Cooper Global Group - CGG   January 2007 - Present
Scorpius Global Fund   November 2003 - Present
Alphabet & Associates   February 1995 - December 2000
Merrill Lynch   February 1992 - December 1994
Warner Brothers Motion Pictures   October 1990 - November 1991
3M Company  June 1989 - August 1990

Skills
SEO, SEM, Fundraising, Film Production, Mergers, Investment Strategies, Advertising, Marketing, Mergers & Acquisitions, Public Relations, Project Management, Leadership, Social Networking, Social Media, Strategy, Management, Social Media Marketing, Public Speaking, Press Releases, Copywriting, New Media, Customer Service, Product Marketing

Education
University of Pennsylvania - The Wharton School   1991 — 1993
Economics, Multinational Finance

University of Pennsylvania
B.S; Graduate, Economics

University of Southern California   1989 — 1991
Economics, Film Studies

Benjamin E. Mays High

Benjamin E. Mays High

University of Southern California
Economics

Wharton School of Finance
Multinational Finance / Marketing

Adrian Lechter Adrian Lechter Chicago, Illinois Details
Adrian Lechter's Merrill Lynch Experience June 2010 - August 2010
Job Derivatives Trader at Belvedere Trading, LLC
Industry Financial Services
Experience
Belvedere Trading, LLC  September 2013 - Present
J.P. Morgan   June 2012 - August 2012
J.P. Morgan   June 2011 - August 2011
Merrill Lynch   June 2010 - August 2010
The Daily Pennsylvanian  September 2009 - February 2010

Education
University of Pennsylvania   2009 — 2013
B.A.

Uschool

William Crowley William Crowley New York, New York Details
William Crowley's Merrill Lynch Experience September 1981 - June 1982
Job CoFounder and CEO: Àshe Capital Management, LP
Industry Investment Management
Experience
Àshe Capital Management, LP   May 2013 - Present
ESL Investments  January 1999 - May 2012
Sears Holdings Corporation  May 2005 - January 2011
Goldman Sachs  September 1985 - December 1998
Merrill Lynch   September 1981 - June 1982

Skills
Hedge Funds, Asset Management, Equities, Investments, Mergers & Acquisitions, Portfolio Management, Valuation, Alternative Investments, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investment Banking, Management, Private Equity, Securities

Education
Yale Law School   1982 — 1985
Doctor of Law (JD)

Oxford University   1979 — 1981
Master's degree, PP&E

Yale College   1975 — 1979
Bachelor of Arts (BA), Psychology

Michael Charland Michael Charland Greater New York City Area Details
Michael Charland's Merrill Lynch Experience November 2005 - July 2007
Job Global Markets
Industry Financial Services
Experience
HSBC  May 2015 - Present
HSBC  September 2013 - May 2015
UBS Investment Bank  August 2011 - August 2013
Bank of America Merrill Lynch  July 2007 - December 2010
Merrill Lynch   November 2005 - July 2007
Premcor Refining  January 2005 - November 2005
NYMEX  June 2002 - January 2005

Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds

Education
University of Pennsylvania   1998 — 2002
Economics, Political Science

Richard Kaye Richard Kaye Greater Boston Area Details
Richard Kaye's Merrill Lynch Experience 1997 - 2005
Job Analyst for Japan at Comgest
Industry Financial Services
Experience
Comgest   July 2009 - Present
Wellington Management Group  April 2005 - June 2009
Wellington Management  2005 - 2008
Merrill Lynch   1997 - 2005
Mizuho Financial Group  September 1994 - September 1996

Education
University of Oxford   1989 — 1994
Oriental Studies

Ray Cheng Ray Cheng Greater New York City Area Details
Ray Cheng's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Millennium Technology Value Partners
Industry Financial Services
Experience
Millennium Technology Value Partners   June 2012 - Present
Rho Ventures  June 2009 - June 2012
Aviana Molecular Technologies, LLC   2009 - 2011
Wharton Small Business Development Center  August 2007 - May 2009
Merrill Lynch   June 2008 - August 2008
JPMorgan  May 2008 - June 2008
BNP Paribas  May 2007 - August 2007

Skills
Venture Capital, Financial Modeling, Valuation, Entrepreneurship, Business Strategy, Management Consulting, Investments, Due Diligence, Private Equity, Corporate Finance, Strategy, Start-ups, Financial Analysis, Executive Management

Education
University of Pennsylvania
BSc. BSE, Finance, Electrical Systems Engineering

Brad Murray Brad Murray Greater New York City Area Details
Brad Murray's Merrill Lynch Experience April 1995 - June 1996
Job Software Engineer
Industry Internet
Experience
dotPhoto / fotella   March 2000 - Present
REM Associates   2000 - Present
SnapOne, Inc.   May 2011 - June 2013
Navigant  1997 - 2000
Blessing White  June 1996 - February 1997
Merrill Lynch   April 1995 - June 1996
Merrill Lynch   1995 - 1996
Hoechst Celanese  July 1994 - March 1995
American International Group  February 1994 - July 1994
Landau & Associates   October 1992 - December 1993

Skills
XML, Databases, C#, JavaScript, AJAX, SQL, Cloud Computing, .NET, Mobile Devices, Web Development, IIS, HTML, MySQL, Software Development, Microsoft SQL Server, Visual Basic, OOP, Web Services, Amazon Web Services..., Java, Web Applications, Architecture, Windows, Wireless, Server Architecture, Storage Area Networks, Hardware, ASP.NET, ASP, Scalability, VB.NET, Agile Methodologies, Load Balancing, Mobile, Dynamo, Elastic Load Balancing, Elastic Beanstalk, Oracle, Mobile Applications, CSS, Architectures

Education
University of Pennsylvania   1988 — 1992
BA

David Rossien David Rossien Greater New York City Area Details
David Rossien's Merrill Lynch Experience 1983 - 1994
Job President at Princeton FinTech Advisors
Industry Information Technology and Services
Experience
Princeton FinTech Advisors   October 2013 - Present
Bloomberg Wealth/BloombergBlack   August 2010 - August 2013
Quantal International  July 2009 - August 2010
Bullrun Financial  November 2006 - February 2010
ADVENTIS Corporation   August 1999 - May 2006
Epsilon  1998 - 1999
North American Security Life  1996 - 1998
Fidelity Investments  1994 - 1996
Merrill Lynch   1983 - 1994

Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building

Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)

University of Pennsylvania
MSEE

University of Pennsylvania
BSEE

Dan Song Dan Song New York, New York Details
Dan Song's Merrill Lynch Experience March 2006 - April 2007
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  May 2011 - Present
Syclo  March 2011 - May 2011
Marsh  April 2007 - March 2011
Merrill Lynch   March 2006 - April 2007
Lehman Brothers  April 2005 - March 2006
Intellibank, Inc   September 2004 - April 2005
netomat  October 2001 - September 2004
ACTV  September 2000 - October 2001
Credit Suisse First Boston  June 2000 - September 2000
Prudential  March 1997 - May 2000

Education
University of Pennsylvania
BA

Sayuri Ganepola Sayuri Ganepola New York, New York Details
Sayuri Ganepola's Merrill Lynch Experience January 2001 - May 2003
Job VP, Business Director, Business Development at Christie's
Industry Fine Art
Experience
Christie's  April 2013 - Present
Christie's  March 2012 - Present
Self-employed  January 2009 - September 2010
Lehman Brothers, Inc (Barclays Capital after September 2008)   August 2005 - October 2008
Standard and Poor's  May 2004 - August 2004
Merrill Lynch   January 2001 - May 2003

Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Mergers, Strategy, Portfolio Management, Equities, Fixed Income, Investments, Competitive Analysis, Structured Finance, Financial Structuring, Cross-functional Team..., Credit Analysis, Credit, Valuation, Financial Analysis, Business Strategy, Venture Capital, Loans, Mergers & Acquisitions, Restructuring, Analysis, Business Development

Education
Christie's Education   2010 — 2011
MA

University of Virginia Darden School of Business   2003 — 2005
MBA

University of Pennsylvania   1996 — 2000
Bachelor of Arts

The Brearley School
Diploma

Marc Dworkin Marc Dworkin Greater New York City Area Details
Marc Dworkin's Merrill Lynch Experience August 2000 - October 2003
Job Just zis guy, you know
Industry Information Technology and Services
Experience
MacKay Shields  May 2013 - Present
Structured Portfolio Management  July 2009 - April 2013
Highbridge Capital Management  November 2003 - December 2007
Merrill Lynch   August 2000 - October 2003
AceToys.com   December 1997 - May 2000

Skills
Hedge Funds, Fixed Income, Visual Basic, Market Data, Derivatives, Trading Systems, Equities, Integration, SDLC, Electronic Trading, Business Analysis, Credit Derivatives, Agile Methodologies, Risk Management, Project Team Management, Data Warehousing, Perl, Oracle, Enterprise Architecture, Sybase, Databases, Unix, Reference Data, Low Latency, Analytics, .NET, Microsoft SQL Server, Bloomberg, Strategy, Options, Financial Markets, Equity Trading, Middle Office, Equity Derivatives, IT Strategy, Alternative Investments, Software Development, Trading, Financial Services, Portfolio Management, Prime Brokerage, Asset Management, Business Process, Capital Markets

Education
University of Pennsylvania   1996 — 2000
BSE, Electrical Engineering

Christian Reiss Christian Reiss Greater New York City Area Details
Christian Reiss's Merrill Lynch Experience June 1998 - July 2004
Job Director Client Integration & Service at MarketFactory
Industry Capital Markets
Experience
MarketFactory  2012 - Present
MarketFactory  December 2008 - 2012
MarketFactory  March 2008 - December 2008
KBC Financial Products  June 2006 - March 2008
Societe Generale  August 2004 - May 2005
Merrill Lynch   June 1998 - July 2004

Skills
Interest Rate..., Foreign Exchange, Low Latency, Trading Systems, Market Data, Distributed Systems, Multithreading, Exchange Connectivity, Financial Markets, Options, FX Options, Electronic Trading, Trading, Middle Office, Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking

Education
University of Pennsylvania   1994 — 1998
bse

ISB   1990 — 1994

Kevin Stengle Kevin Stengle Greater New York City Area Details
Kevin Stengle's Merrill Lynch Experience January 2001 - March 2003
Job Director of Development at 1/0 tech
Industry Information Technology and Services
Experience
1over0 Technology   March 2006 - Present
BERNARD HODES GROUP New York, NY   March 2005 - March 2006
INTERACTIVE NETWORK FOR CONTINUING EDUCATION (INCE) Cranbury NJ   March 2003 - March 2005
MERRILL LYNCH   January 2001 - March 2003
McCann-Erickson/Zentropy Partners   2000 - 2001

Skills
Web Development, Web Applications, Social Media, E-commerce, JavaScript, Strategic Planning, Program Management, Ektron, Ektron Content..., C#, SQL, Microsoft SQL Server

Education
University of Pennsylvania   1995 — 1999
1995, Economics

Daniel Kane (OPEN NETWORKER) Daniel Kane (OPEN NETWORKER) Greater New York City Area Details
Daniel Kane (OPEN NETWORKER)'s Merrill Lynch Experience February 1997 - May 2004
Job Strategy & Corporate Development Officer (Buy/Sell, Analyze Existing Businesses, Strategic Industry Analyses)
Industry Financial Services
Experience
Bar Harbor Investments, Inc.   July 2004 - Present
Right Wall Capital Management   October 2006 - June 2008
Barclays PLC  September 2005 - April 2006
Merrill Lynch   February 1997 - May 2004
Merrill Lynch   February 1989 - February 1997

Skills
Mergers, Strategy, Financial Services, Investment Banking, Fixed Income, Equities, Private Equity, Alternative Investments, Asset Managment, Hedge Funds, Corporate Finance, Capital Markets, Structured Products, Financial Modeling, Private Banking, Analysis, Asset Management, Leadership, Mergers & Acquisitions, Finance, Emerging Markets, Project Finance, Start-ups, Internal Controls, Management, Restructuring, Financial Advisory, Strategic Financial..., Asset Allocation, Due Diligence, Economics, Business Strategy, Investments, Financial Risk, Valuation, Wealth Management, Management Consulting, Financial Structuring, Derivatives, Relationship Management, Risk Management, Executive Management, Financial Analysis, Credit, Banking, Venture Capital, Business Analysis, Portfolio Management, Market Analysis, Credit Risk

Education
University of Pennsylvania   1987 — 1988
Master of Arts (MA), Mathematics

University of Pennsylvania   1982 — 1987
Bachelor of Arts (BA), Mathematics

Scott D. Rownin Scott D. Rownin Greater New York City Area Details
Scott D. Rownin's Merrill Lynch Experience March 2004 - February 2007
Job President at SafeRide, LLC
Industry Consumer Goods
Experience
SafeRide, LLC   February 2012 - Present
Wells Fargo Advisors, LLC  May 2010 - October 2013
Citi Family Office   February 2007 - May 2010
Merrill Lynch   March 2004 - February 2007
PricewaterhouseCoopers  1998 - 2001

Skills
Investments, Management, Strategic Planning, Portfolio Management, Leadership, Start-ups, Alternative Investments, Entrepreneurship, Fixed Income, Asset Allocation, Product Development, Strategy, Hedge Funds, Mutual Funds, Asset Management, Series 7, Wealth Management, Series 63, Securities, Equities, Finance, Investment Advisory, Investment Strategies, Investment Management, Product Design, Venture Capital, Mergers & Acquisitions, Private Equity, Retirement Planning, Options, Innovation, Collaboration, Asset Managment

Education
University of Pennsylvania   1993 — 1997
Bachelor of Science in Economics & Bachelor of Science in Engineering, Entrpreneurship & Bioengineering

Ward Melville   1989 — 1993
HS, General

Jennifer Seo Jennifer Seo Orange County, California Area Details
Jennifer Seo's Merrill Lynch Experience September 2007 - November 2008
Job Experienced Investment Analyst in Credit and Real Estate
Industry Financial Services
Experience
PIMCO  June 2010 - May 2012
Lord Abbett  June 2009 - May 2010
Merrill Lynch   September 2007 - November 2008
Goldman Sachs  2001 - 2005
Broadview International  2000 - 2001

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA, Finance, Marketing

University of Pennsylvania   1996 — 2000
BS, Systems Engineering

Brian Dubin Brian Dubin Greater New York City Area Details
Brian Dubin's Merrill Lynch Experience 2001 - 2001
Job Analyst at Mariner Glen Oaks
Industry Financial Services
Experience
Mariner Glen Oaks   September 2015 - Present
Meehan Combs   January 2013 - August 2015
Eos Partners  June 2008 - October 2012
GSO Capital   September 2005 - May 2008
UBS  2003 - 2005
UBS Investment Bank  2003 - 2005
MLIM   2002 - 2003
Merrill Lynch Investment Managers  2002 - 2003
Merrill Lynch   2001 - 2001

Skills
Hedge Funds, Bloomberg, Valuation

Education
University of Pennsylvania   1998 — 2002
BSE, Finance

University of Pennsylvania - The Wharton School   1998 — 2002

Drew Eklund Drew Eklund Greater New York City Area Details
Drew Eklund's Merrill Lynch Experience 2006 - January 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2015 - Present
Evercore ISI  November 2014 - August 2015
ISI Group  April 2009 - October 2014
Merrill Lynch   2006 - January 2009
Bear Stearns  2005 - 2006

Skills
Equities, Equity Research, Capital Markets, Hedge Funds

Education
University of Pennsylvania   1999 — 2003
Bachelor of Arts (BA)

Robin Masters Robin Masters Washington D.C. Metro Area Details
Robin Masters's Merrill Lynch Experience September 2006 - Present
Job at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   September 2006 - Present

Education
University of Oxford   1992 — 1998

Fredrik Anderson Fredrik Anderson Greater New York City Area Details
Fredrik Anderson's Merrill Lynch Experience August 1997 - October 1998
Job Airlines/Aviation Consultant and Contractor
Industry Airlines/Aviation
Experience
SEAT9K LLC   June 2005 - Present
SH&E  October 2000 - June 2005
Merrill Lynch   August 1997 - October 1998
VARIG  September 1993 - June 1997
VARIG  September 1988 - September 1993

Skills
Aviation, Commercial Aviation, Revenue Analysis, Business Strategy, Airlines, Flights, Aircraft, Airports, Management Consulting, Strategic Planning, Business Planning, Civil Aviation, Management, Program Management

Education
University of Pennsylvania   1984 — 1988

Leo Kelser Leo Kelser Greater New York City Area Details
Leo Kelser's Merrill Lynch Experience December 1994 - February 2006
Job Director and MLP Equity Portfolio Manager at MetLife Investments
Industry Financial Services
Experience
MetLife Investments  July 2011 - Present
MetLife  June 2006 - Present
Merrill Lynch   December 1994 - February 2006
Kidder Peabody  1985 - 1994

Skills
Asset Management, Equities, Capital Markets, Financial Modeling, Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Investments, Alternative Investments, Bloomberg, Valuation, Series 7, Asset Managment, Credit, Financial Markets, Securities, Investment Banking, Derivatives, Finance, Options, Trading, Bonds

Education
University of Pennsylvania   1977 — 1981
Bachelor of Science in Economics

New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance

Maureen Spivack Maureen Spivack Greater New York City Area Details
Maureen Spivack's Merrill Lynch Experience 1998 - 2006
Job Managing Director at KPMG Corporate Finance
Industry Financial Services
Experience
KPMG Corporate Finance  October 2012 - Present
Locust Walk Securities   May 2012 - October 2012
Morgan Keegan  October 2008 - April 2012
UBS  2006 - 2008
Merrill Lynch   1998 - 2006
Ernst & Young Corporate Finance  1988 - 1998
Ernst & Young  1988 - 1998

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA, Healthcare

University of Pennsylvania   1980 — 1981
MS, Health Planning

Brady Flamm Brady Flamm Greater Salt Lake City Area Details
Brady Flamm's Merrill Lynch Experience December 2003 - August 2004
Job Director of Business Development at Magnum Energy
Industry Oil & Energy
Experience
Magnum Energy   February 2009 - Present
Omni Brokerage  September 2008 - January 2009
Omni Brokerage  January 2005 - August 2007
Alta Capital Management  September 2004 - January 2005
Merrill Lynch   December 2003 - August 2004

Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis

Education
University of Oxford - Said Business School   2007 — 2008
MBA

University of Utah   2002 — 2004
BBS, Finance

University of Utah - David Eccles School of Business   2002 — 2004
Bachelor of Science, Finance

Marjorie Stein Marjorie Stein Greater New York City Area Details
Marjorie Stein's Merrill Lynch Experience 1992 - 1994
Job Multilingual; Experience in Financial Services, Computer Training and Legal Recruiting
Industry Staffing and Recruiting
Experience
Major, Lindsey & Africa   April 2006 - Present
Michaelson Associates   2003 - 2006
Independent Software Trainer   2002 - 2003
Galtére International   2000 - 2001
Gavin Anderson & Company  January 1994 - December 1996
Merrill Lynch   1992 - 1994
Banque Sudameris  1989 - 1992
European American Bank  1982 - 1989

Education
University of Pennsylvania   1978 — 1982
BA, Economics, French

University of Pennsylvania - The Wharton School   1978 — 1982
Economics, Accounting (as Penn undergrad)

Daphna Wegner Daphna Wegner Greater Los Angeles Area Details
Daphna Wegner's Merrill Lynch Experience July 2004 - May 2006
Job TD
Industry Animation
Experience
Framestore  May 2011 - December 2012
DreamWorks Animation  April 2009 - April 2011
Animation Lab  September 2008 - March 2009
Merrill Lynch   July 2004 - May 2006

Skills
Renderman, MEL, Maya, Mental Ray, Visual Effects, Computer Graphics, Animation, Rendering, Lighting, Houdini, Nuke, Python, PyQt, 3D, Pipeline Development, Compositing, Computer Animation

Education
University of Pennsylvania   2006 — 2008
MSE, Computer Graphics and Game Technology

University of Pennsylvania   2000 — 2004
BSE, Computer Science and Engineering

Lee Ann Coburn Lee Ann Coburn San Francisco Bay Area Details
Lee Ann Coburn's Merrill Lynch Experience January 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2009 - Present
Morgan Stanley  July 2000 - January 2009

Education
University of Pennsylvania   1996 — 2000
BA, International Relations

Sarah St. Julien Sarah St. Julien Greater New York City Area Details
Sarah St. Julien's Merrill Lynch Experience October 2006 - July 2008
Job Global Sales Operations Manager
Industry Financial Services
Experience
S&P Capital IQ  October 2012 - July 2015
Merrill Lynch   October 2006 - July 2008
Legal Outreach  October 2005 - November 2006

Education
University of Pennsylvania   2001 — 2005
BA, African American Studies

University of Pennsylvania
Africana Studies, African Diaspora and Religious Studies

Jonathan B. Ross Jonathan B. Ross Greater New York City Area Details
Jonathan B. Ross's Merrill Lynch Experience September 2001 - February 2002
Job Partner (Corporate Trust / Structured Finance) at Moses & Singer LLP
Industry Legal Services
Experience
Moses & Singer LLP  March 2015 - Present
Thompson Hine LLP  July 2012 - March 2015
Reed Smith LLP  April 2010 - July 2012
Dorsey & Whitney LLP  August 2006 - April 2010
The Bank of New York Mellon  December 2006 - March 2007
White & Case LLP  September 1999 - July 2005
Merrill Lynch   September 2001 - February 2002

Skills
Debt Restructuring, Natural Resources, Funding, Insurance, Project Finance, Corporate Trust, Securitization, Cross-border..., Due Diligence, Finance, Financial Services, Corporate Law, Capital Markets, Structured Finance, Commercial Litigation, Securities Regulation, Banking, Private Equity, Securities, Joint Ventures, Legal Advice, Arbitration, Banking Law

Education
The College of Law, York   1997 — 1998
LPC (Commendation), Law

University of Oxford   1993 — 1996
BA (Hons), MA, Jurisprudence (Law)

Claudel Demosthene Claudel Demosthene Greater Philadelphia Area Details
Claudel Demosthene's Merrill Lynch Experience April 2012 - Present
Job Administrative Manager
Industry Financial Services
Experience
Merrill Lynch   April 2012 - Present
Merrill Lynch   February 2008 - April 2012
Merrill Lynch   October 2005 - February 2008
Merrill Lynch   July 2001 - October 2005

Skills
Series 7, Series 66, Equities, Wealth Management, Asset Allocation, Mutual Funds, Convertible Bonds, Client Service, Securities, Financial Advisory, Investments, Client Relationship..., Investment Strategies, Private Wealth..., Asset Management, Retirement Planning, Options, Portfolio Management, Client Retention, series 10, series 9

Education
University of Pennsylvania   1995 — 2000

Michael J. Milano Michael J. Milano New York, New York Details
Michael J. Milano's Merrill Lynch Experience September 1998 - September 1999
Job Trader/Investor
Industry Investment Management
Experience
Self-Employed  January 2009 - Present
UBS  November 2006 - October 2008
NYMEX  May 2003 - August 2006
ETRADE / ANDOVER TRADING /TRADESCAPE   September 1999 - April 2003
Merrill Lynch   September 1998 - September 1999

Skills
Options, Trading, Equities, Investments, Technical Analysis, Electronic Trading, Energy, Trading Systems, Derivatives, Bloomberg, FX, Risk Management, Financial Markets, Asset Management, Excel, Portfolio Management, Word, Commodities, Microsoft Office, Business Strategy, Compliance, Risk, Product Development, Commodity, Swaps, Traders

Education
University of Pennsylvania   1994 — 1998
Bachelor's degree

Alan Sukoenig Alan Sukoenig Greater New York City Area Details
Alan Sukoenig's Merrill Lynch Experience April 1990 - December 2008
Job Seniorlevel Stratus VOS Analyst
Industry Financial Services
Experience
Merrill Lynch   April 1990 - December 2008
Fundamental Information Systems (Fundamental Brokers)   1985 - 1989
Ericsson Information Systems   1984 - 1985

Skills
Analysis, Equities, Microsoft Office, Options, Financial Services, Business Analysis, Strategic Planning

Education
University of Pennsylvania   1959 — 1963
A.B., Philosophy

Jason S. Fitz, CFP® Jason S. Fitz, CFP® Greater New York City Area Details
Jason S. Fitz, CFP®'s Merrill Lynch Experience 2008 - 2009
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  2014 - Present
AXA Advisors  2009 - 2014
Merrill Lynch   2008 - 2009
Goldman Sachs Asset Management, L.P.   2003 - 2008
Seward & Kissel LLP  2001 - 2003
A Better Chance  1998 - 2001

Education
University of Pennsylvania   1991 — 1995
B.A., Russian

Phillips Exeter Academy   1988 — 1991
Diploma

Gopikrishan Unnithan Gopikrishan Unnithan Greater New York City Area Details
Gopikrishan Unnithan's Merrill Lynch Experience July 2004 - February 2008
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Eton Park  February 2008 - August 2010
Eton Park Capital Management  2008 - 2010
Merrill Lynch   July 2004 - February 2008

Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Capital Markets

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA, FInance, Quantitative Finance

University of Pennsylvania   2000 — 2004

Carlos M. Pelayo Carlos M. Pelayo Greater New York City Area Details
Carlos M. Pelayo's Merrill Lynch Experience January 2015 - Present
Job Managing Director, Legal
Industry Investment Management
Experience
Merrill Lynch   January 2015 - Present
Barclays  2007 - December 2014
Lehman Brothers  May 2007 - September 2008
Davis Polk & Wardwell  2001 - May 2007
Honorable Jan DuBois   1999 - 2000
Hay Group  1992 - 1996

Skills
Securities Regulation, Securities, Corporate Law, Hedge Funds, Capital Markets, Litigation, Equities, Derivatives, AML, Cross-border..., Financial Regulation, Corporate Governance, Mergers & Acquisitions, Alternative Investments, Commercial Litigation, Legal Research, Private Equity, FINRA, Due Diligence, Joint Ventures

Education
University of Pennsylvania   1996 — 1999

Brian Brazinski Brian Brazinski San Francisco, California Details
Brian Brazinski's Merrill Lynch Experience April 2013 - June 2014
Job Analyst at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P.   July 2014 - Present
Merrill Lynch   April 2013 - June 2014
George Weiss Associates  June 2008 - March 2013

Skills
Bloomberg, Series 7, Fixed Income, Hedge Funds, Equities, Alternative Investments, Equity Derivatives, Options, Trading

Education
University of Pennsylvania   2004 — 2008
BS of Economics, Finance

University of Pennsylvania - The Wharton School   2004 — 2008

Jacob Lewko Jacob Lewko Greater Philadelphia Area Details
Jacob Lewko's Merrill Lynch Experience November 2011 - July 2012
Job Business Development Specialist
Industry Financial Services
Experience
Roster Financial  September 2013 - October 2014
Merrill Lynch   November 2011 - July 2012

Skills
Series 7, Wealth Management, Equities, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Bloomberg, Coaching, Public Speaking, Investments, Fixed Income, Series 63, Financial Modeling, Insurance, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2007 — 2011
BS Finance, Finance, General

University of Pennsylvania   2006 — 2010
Bachelor of Science in Economics, Finance

Shilpa Mishra, CMA, MBA Shilpa Mishra, CMA, MBA Toronto, Canada Area Details
Shilpa Mishra, CMA, MBA's Merrill Lynch Experience 2002 - 2003
Job Director, Business Strategy, BMO Private Banking at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  August 2015 - Present
BMO Financial Group  July 2013 - August 2015
TD Bank Group  July 2011 - July 2013
Ernst & Young  September 2008 - September 2011
Ernst & Young  November 2005 - September 2008
IBM  2003 - 2005
Merrill Lynch   2002 - 2003

Education
Certified Management Accountant (CMA)

University of Oxford
Master of Business Administration (MBA)

University of Toronto

Amanda Schreiber Amanda Schreiber New York, New York Details
Amanda Schreiber's Merrill Lynch Experience October 2013 - October 2014
Job CIB Event Marketing Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   October 2014 - Present
Merrill Lynch   October 2013 - October 2014
mcgarrybowen  May 2012 - October 2013
JPMorgan Chase  December 2011 - April 2012
JP Morgan Chase  August 2009 - December 2011
JP Morgan Chase  May 2008 - August 2008

Skills
Integrated Marketing, Account Management, Marketing, Social Media, Advertising, Social Media Marketing, Digital Marketing, Series 7, Financial Modeling, Sales, Equities, Digital Media, Financial Analysis, Marketing Communications, Direct Marketing, Interactive Marketing, Mobile Marketing

Education
University of Pennsylvania   2005 — 2009
Bachelor of Arts, Diplomatic History

Friends Seminary   1992 — 2005

Merle Silver Merle Silver Miami/Fort Lauderdale Area Details
Merle Silver's Merrill Lynch Experience March 1982 - December 1983
Job President of M. Silver and Associates, Inc.
Industry Insurance
Experience
Americas Senior Assist, LLC   April 2010 - Present
Florida Senior Assist   April 2010 - Present
Miami Dade College  September 2006 - Present
Premier Fund Raising, Inc.   March 1991 - Present
M. Silver and Associates, Inc.   May 1986 - Present
Merrill Lynch   March 1982 - December 1983

Skills
Insurance, Workers Compensation, Retirement Planning, Disability Insurance, Healthcare, Health Insurance, Management, Fixed Annuities, Underwriting, Life Insurance, Long-term Care, Employee Benefits, Claim, Public Speaking, Sales, Medicare, Customer Service

Education
University of Pennsylvania   1970 — 1971
BA, Sociology

University of Pennsylvania - The Wharton School   1967 — 1970
Business

Marc Meran Marc Meran Miami/Fort Lauderdale Area Details
Marc Meran's Merrill Lynch Experience December 2007 - December 2012
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2012 - Present
Merrill Lynch   December 2007 - December 2012
Ascot Development   January 2006 - November 2007
Marcus and Millichap  July 2005 - December 2005
RPM Asset Management   October 2003 - June 2005

Skills
Investment Strategies, Asset Allocation, Investments, Mutual Funds, Securities, Alternative Investments, Retirement Planning, Fixed Income, Capital Markets, Equities, Financial Analysis, Valuation, Insurance, Financial Strategizing, Estate Planning..., Investment Planning, Strategic Investment...

Education
University of Pennsylvania   1999 — 2003
Bachelor's degree

Mariann Sorace Mariann Sorace Greater New York City Area Details
Mariann Sorace's Merrill Lynch Experience 1983 - 2008
Job Director at Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  June 1983 - Present
Merrill Lynch   1983 - 2008
Merrill Lynch   1983 - 2008

Skills
Equities, Trading Systems, Electronic Trading, Equity Trading, Series 7, Capital Markets, Fixed Income, Derivatives, Vendor Management, Investment Banking, Options

Education
University of Pennsylvania   1979 — 1983
BSE, BAS, Engineering, Decision Sciences

Jordan Mishaan Jordan Mishaan Greater New York City Area Details
Jordan Mishaan's Merrill Lynch Experience 2011 - 2013
Job Consultant / Advisory Board Member at SMG International
Industry Capital Markets
Experience
SMG International   2013 - Present
Merrill Lynch   2011 - 2013
Eastwood Trading Partners, LLC   2010 - 2011
EchoTrade  2008 - 2010
RBC Capital Markets  2007 - 2008

Skills
Equities, Financial Markets, Trading, Derivatives, Trading Systems, Proprietary Trading, Electronic Trading, Equity Trading, Fixed Income, Portfolio Management, Series 7, Investments, Asset Management, Securities, Capital Markets, Financial Planning, Wealth Management, Alternative Investments, Asset Managment, Commodity, Technical Analysis, Hedge Funds, Options

Education
University of Pennsylvania   1995 — 1998
Bachelor of Arts

Enping Zhao Enping Zhao Greater New York City Area Details
Enping Zhao's Merrill Lynch Experience April 2007 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2007 - Present
Deutsche Bank  June 2004 - February 2007
Goldman Sachs  November 1996 - February 2004

Education
University of Pennsylvania   1991 — 1994

Jill Whitelaw Jill Whitelaw Greater Philadelphia Area Details
Jill Whitelaw's Merrill Lynch Experience November 2006 - December 2007
Job Chief Counsel Funds Management at Lincoln Financial Group
Industry Law Practice
Experience
Lincoln Financial Group  April 2011 - Present
Montgomery, McCracken, Walker & Rhoads, LLP   December 2007 - March 2011
Merrill Lynch   November 2006 - December 2007
Gartmore Global Investments  May 2003 - November 2006
New York Life Investment Management  March 2001 - July 2002
PNC Financial Services Group  December 1992 - March 2001

Education
University of Pennsylvania Law School   1986 — 1988
JD, Law

University of Pennsylvania   1981 — 1985
BA, magna cum laude, Political Science, English

Jessica Katsikas Jessica Katsikas Philadelphia, Pennsylvania Details
Jessica Katsikas's Merrill Lynch Experience June 2004 - August 2004
Job Senior Planner, Anthropologie
Industry Retail
Experience
Urban Outfitters  April 2015 - Present
Urban Outfitters  April 2012 - March 2015
Urban Outfitters  April 2011 - March 2012
Urban Outfitters  August 2010 - March 2011
Citi Private Bank  May 2007 - April 2010
Citi Private Bank  April 2006 - May 2007
Citi Private Bank  July 2005 - April 2006
Merrill Lynch   June 2004 - August 2004

Skills
Business Development, Business Strategy, Strategy, Trend Analysis, Apparel, Investments, Financial Modeling

Education
University of Pennsylvania   2001 — 2005
BSE, Systems Science & Engineering

Caitlin M. Barry Caitlin M. Barry New York, New York Details
Caitlin M. Barry's Merrill Lynch Experience June 2007 - Present
Job Equity Research Sales at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2007 - Present

Education
University of Pennsylvania

Bonnie Anasetti Bonnie Anasetti Greater New York City Area Details
Bonnie Anasetti's Merrill Lynch Experience July 2007 - December 2008
Job Rates Trader at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company  January 2009 - Present
Merrill Lynch   July 2007 - December 2008

Education
University of Pennsylvania   2003 — 2007
Bachelor of Science in Economics, Finance

Casandra Dominguez Casandra Dominguez Greater Philadelphia Area Details
Casandra Dominguez's Merrill Lynch Experience June 2009 - June 2011
Job Manager of Business Retention & Retail Attraction at Center City District
Industry Public Policy
Experience
Center City District  May 2013 - Present
Public Financial Management  January 2012 - December 2012
Merrill Lynch   June 2009 - June 2011
Proxima Alfa   June 2007 - June 2009

Education
University of Pennsylvania   2011 — 2013
MPA, Certificate in Economic Development & Growth

University of Pennsylvania   2003 — 2007
Bachelor's degree, International Relations

Lucy Stamell Lucy Stamell Greater New York City Area Details
Lucy Stamell's Merrill Lynch Experience July 2009 - June 2011
Job Senior Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners  July 2014 - Present
Providence Equity Partners  August 2011 - July 2014
Merrill Lynch   July 2009 - June 2011
Audax Group  June 2008 - August 2008
Bridgewater Associates  2007 - 2007

Education
University of Pennsylvania   2005 — 2009
MA, BA

Lisa Palermo Lisa Palermo Greater Philadelphia Area Details
Lisa Palermo's Merrill Lynch Experience May 2004 - Present
Job Admin. Asst. at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  February 2013 - Present
Merrill Lynch   May 2004 - Present
New York City  April 2001 - April 2004
Pennington NJ   February 1999 - April 2001

Skills
Outlook, Administrative..., Financial Services, Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, Event Planning, Securities, Microsoft Office, Access, Office Administration, Investments, Visio, Banking, Customer Service, Project Management, Event Management, Time Management

Education
University of Pennsylvania
Sociology

Drew Dampier Drew Dampier Greater New York City Area Details
Drew Dampier's Merrill Lynch Experience May 2007 - August 2007
Job
Industry Investment Management
Experience
Sandton Capital   February 2011 - Present
Meredith Whitney Advisory Group  April 2009 - February 2011
Barclays Capital  July 2008 - January 2009
Merrill Lynch   May 2007 - August 2007

Education
University of Pennsylvania
BA, Economics

Anthony Akselrad Anthony Akselrad Greater New York City Area Details
Anthony Akselrad's Merrill Lynch Experience July 1998 - August 1998
Job energy trader at Ronin Capital
Industry Capital Markets
Experience
Ronin Capital  May 2012 - Present
Harry Capital LLC   July 2003 - April 2012
Berard Capital Management LLC   July 2000 - July 2003
Mentor Partners L.P   July 1999 - August 1999
Merrill Lynch   July 1998 - August 1998

Skills
Commodity, Risk Management, Mergers, Research, Commodity Markets, Energy Markets, Hedging, Proprietary Trading, Trading Strategies, Options, Trading, Natural Gas, Derivatives, Technical Analysis, Energy, Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Market Making, Arbitrage, Volatility, Equity Derivatives, Volatility Arbitrage, Portfolio Management, Commodity Risk..., Futures Trading, Natural Gas Trading, Soft Commodities, Capital Markets, Swaps

Education
University of Pennsylvania   1996 — 2000
Bachelor of Arts with a dual, Mathematics and Economics

Mekif Yehud High School   1992 — 1996
Math, Computer Science & Chemistry

Kyle Gilroy Kyle Gilroy Greater New York City Area Details
Kyle Gilroy's Merrill Lynch Experience June 2005 - February 2009
Job Executive Director at CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets  July 2010 - Present
FundCore Finance Group   February 2009 - July 2010
Merrill Lynch   June 2005 - February 2009

Skills
Real Estate Economics, Commercial Mortgages, Underwriting, Mezzanine, Valuation, Capital Markets, Asset Management, Structured Finance, Due Diligence, Financial Modeling, Private Equity, Financial Structuring, Investment Banking, Investments, Equities, CMBS, Portfolio Management

Education
University of Pennsylvania   2001 — 2005
B.A., French

University of Pennsylvania - The Wharton School   2001 — 2005
B.S., Business, Real Estate

Jackie Froatz Jackie Froatz Portland, Oregon Area Details
Jackie Froatz's Merrill Lynch Experience February 2007 - September 2008
Job Consultant at PEG Consulting
Industry Information Services
Experience
PEG Consulting   October 2008 - Present
Merrill Lynch   February 2007 - September 2008
The Rockefeller University  May 2004 - February 2007

Skills
Oracle Applications

Education
University of Pennsylvania   2000 — 2004
BA, Health and Societies

Alex Yulman Alex Yulman Greater New York City Area Details
Alex Yulman's Merrill Lynch Experience 1997 - 2003
Job EM Credit Trading
Industry Banking
Experience
Morgan Stanley  January 2014 - Present
Deutsche Bank  September 2010 - November 2013
RBS  June 2009 - May 2011
RBS  May 2007 - May 2009
ABN AMRO  April 2004 - May 2007
Merrill Lynch   1997 - 2003

Skills
Capital Markets, Bonds, Credit Derivatives, Derivatives, Emerging Markets, Fixed Income, Hedge Funds, Interest Rate..., Investment Banking, Structured Products, Structured Finance, Financial Markets, Trading, Valuation, FX Options, Bloomberg, Portfolio Management

Education
University of Pennsylvania   1992 — 1996
BS

Daniel Levene Daniel Levene Greater New York City Area Details
Daniel Levene's Merrill Lynch Experience April 2004 - October 2008
Job Managing Director at JJ Kenny Drake
Industry Financial Services
Experience
JJ Kenny Drake   March 2009 - Present
Merrill Lynch   April 2004 - October 2008
Deutsche Bank  October 2002 - January 2004
Goldman Sachs  August 1990 - June 2002

Education
University of Pennsylvania   1986 — 1990
BS, Finance

Gene Shtark Gene Shtark New York, New York Details
Gene Shtark's Merrill Lynch Experience May 2006 - August 2006
Job Investment Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2013 - Present
H.I.G. Capital   July 2012 - September 2013
Morgan Stanley  June 2010 - July 2012
Bates White, LLC  May 2009 - August 2009
Wikinvest  November 2008 - August 2009
Three Laboratories   August 2006 - August 2008
Scientific Scholars Achievement Program   August 2006 - May 2008
SourceOne Mortgage   June 2005 - September 2007
Merrill Lynch   May 2006 - August 2006

Skills
Investment Banking, Economics, Healthcare, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Investments, Mergers & Acquisitions, Venture Capital, Private Equity, Credit, Special Situations..., Distressed Debt

Education
University of Pennsylvania   2006 — 2010
Chemistry, Economics

Kelvin Poon Kelvin Poon Greater New York City Area Details
Kelvin Poon's Merrill Lynch Experience June 2009 - August 2009
Job Investment Analyst at The Johnson Company
Industry Financial Services
Experience
The Johnson Company  July 2014 - Present
Sonenshine Partners  July 2012 - June 2014
Student Federal Credit Union at the University of Pennsylvania  September 2009 - January 2012
Societe Generale  June 2011 - August 2011
University of Pennsylvania  September 2008 - May 2011
Merrill Lynch   June 2009 - August 2009
Merrill Lynch   September 2007 - August 2008

Education
University of Pennsylvania   2008 — 2012
Bachelor of Arts (BA), Political Science

University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (BS), Finance

Hunter College High School   2002 — 2008

Greg Grimaldi Greg Grimaldi New York, New York Details
Greg Grimaldi's Merrill Lynch Experience 1996 - 1998
Job Credit Suisse NEXT Investors, LLC
Industry Financial Services
Experience
Credit Suisse  June 2000 - Present
Credit Suisse  2000 - Present
Insight Capital   1998 - 2000
Merrill Lynch   1996 - 1998

Education
University of Pennsylvania   1992 — 1996
BSE, BS, Engineering, Finance

Bill Hackford Bill Hackford Greater Nashville Area Details
Bill Hackford's Merrill Lynch Experience Financial AdvisorMorgan Stanley Wealth ManagementMarch 2004 - April 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Financial AdvisorMorgan Stanley Wealth ManagementMarch 2004 - April 2008

Skills
Wealth Management, Retirement Planning, Financial Planning, Financial Services, Insurance, Asset Allocation, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Team Building, Pensions, Financial Analysis, Finance, Capital Markets

Education
University of Pennsylvania   1992 — 1996
International Relations

Chaminade High School   1988 — 1992
High School

J Weng J Weng Greater New York City Area Details
J Weng's Merrill Lynch Experience January 1998 - June 2002
Job Finance Lead at Johnson & Johnson
Industry Medical Devices
Experience
Merrill Lynch   January 1998 - June 2002
HSBC  January 1996 - January 1999

Education
University of Pennsylvania
Master, Business/MIS

Abhay Amin Abhay Amin San Francisco Bay Area Details
Abhay Amin's Merrill Lynch Experience August 2013 - August 2015
Job Engineer at Bigcommerce
Industry Computer Software
Experience
Bigcommerce  August 2015 - Present
Merrill Lynch   August 2013 - August 2015

Skills
Scala, Java, C++, C#, JavaScript, Apache Spark, MapReduce, HBase, Hive, Apache Pig, Unix, Shell Scripting

Education
University of Pennsylvania   2011 — 2013
MSE, Telecommunication and Networking

Institute of Technology, Nirma University   2007 — 2011
B.Tech, Instrumentation & Control

Anne Dougherty Anne Dougherty Greater New York City Area Details
Anne Dougherty's Merrill Lynch Experience 1980 - 1991
Job Vice President, Corporate Access Marketing at Credit Suisse
Industry Banking
Experience
Credit Suisse  October 1998 - Present
Deutsche Bank  1994 - 1998
Lehman Brothers  1991 - 1994
Merrill Lynch   1980 - 1991

Education
University of Pennsylvania   1976 — 1979
BA, Liberal Arts

The George School   1973 — 1975
High School

Keith Poniewaz Keith Poniewaz Madison, Wisconsin Details
Keith Poniewaz's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2014 - Present

Skills
Higher Education, Curriculum Development, Public Speaking, Microsoft Excel, Teaching, College Teaching, Instructional Design, Research, Community Outreach, Customer Service, E-Learning, Editing, Tutoring, Finance, Investments, Microsoft Office, Marketing

Education
University of Pennsylvania   2002 — 2009
Doctor of Philosophy (Ph.D.), Comparative Literature

The University of Chicago   1997 — 2001
Bachelor's degree, Comparative Literature

Middleton High School

Middleton High School

Alexander Moomjy Alexander Moomjy Greater New York City Area Details
Alexander Moomjy's Merrill Lynch Experience 1990 - 2002
Job Senior Managing Director, Blackstone Park Hill Group
Industry Financial Services
Experience
The Blackstone Group - Park Hill Group   June 2006 - Present
Credit Suisse First Boston  2002 - 2006
Merrill Lynch   1990 - 2002
General Motors Treasurer's Office  1985 - 1990

Education
University of Pennsylvania - The Wharton School   1983 — 1985
MBA, Finance

University of Pennsylvania   1977 — 1981
B.S., Chemical Engineering

Jason Bernhard Jason Bernhard Greater New York City Area Details
Jason Bernhard's Merrill Lynch Experience 1988 - 1994
Job Managing Director and Head of North American Healthcare Investment Banking at Lazard
Industry Financial Services
Experience
Lazard  1997 - Present
Smith Barney  1994 - 1997
Merrill Lynch   1988 - 1994

Education
University of Pennsylvania - The Wharton School   1991 — 1993
Master of Business Administration (MBA), Accounting and Finance

University of Pennsylvania   1984 — 1988
BA, European History

Larry Contrella Larry Contrella Baltimore, Maryland Details
Larry Contrella's Merrill Lynch Experience 2008 - 2010
Job Vice President at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity  2010 - Present
Merrill Lynch   2008 - 2010
Merrill Lynch   2007 - 2007

Skills
Private Equity, Corporate Finance, Finance, Internal Controls, Information Technology, Quantitative Analytics, Series 63, Commercial Banking, Cleantech, Performance Measurement, Salesforce.com, Research, IFRS, Sarbanes-Oxley Act, Financial Statement..., Asset Based Lending, Tax, Equity Derivatives, Asset, Project Planning, Equity Trading, Mobile Devices, Principal Investing

Education
University of Pennsylvania   2004 — 2008
Wharton - BS Economics, Finance

Danielle Pariser Levy Danielle Pariser Levy Greater New York City Area Details
Danielle Pariser Levy's Merrill Lynch Experience 1998 - 2000
Job Freelance Fashion Market Editor at Various (self employed)
Industry Apparel & Fashion
Experience
KES   September 2014 - Present
Various (self employed)   June 2009 - Present
Hearst Magazines  2005 - 2009
Conde Nast  2002 - 2005
Conde Nast  2000 - 2002
Merrill Lynch   1998 - 2000

Skills
Fashion, Editorial, Public Relations, Magazines, Press Releases, Blogging, Publicity, Social Media, Publishing, Journalism, Childrenswear, Brand Development, Media Relations, Styling, Facebook, Editing, Fashion Buying, Fashion Shows, Branding Consultancy, Curatorial Projects

Education
University of Pennsylvania   1994 — 1998
BA, International Relations and Affairs

Kristina Wang Kristina Wang Greater Boston Area Details
Kristina Wang's Merrill Lynch Experience July 2013 - June 2015
Job Analyst at Fidelity Biosciences
Industry Venture Capital & Private Equity
Experience
Merrill Lynch   July 2013 - June 2015
Formation 8  May 2013 - June 2013
Merrill Lynch   June 2012 - August 2012
University of Pennsylvania School of Medicine  2008 - 2009

Skills
Matlab, Data Analysis, Investment Banking

Education
University of Pennsylvania   2008 — 2013
Bachelor of Science in Economics, Finance

University of Pennsylvania   2008 — 2013
Bachelor of Science in Engineering, Chemical and Biomolecular Engineering

Jesse Barlowe Jesse Barlowe New York, New York Details
Jesse Barlowe's Merrill Lynch Experience July 2012 - August 2012
Job Assistant Account Executive at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick  June 2015 - Present
Glass-U  June 2014 - July 2014
Public Financial Management  June 2013 - August 2013
Merrill Lynch   July 2012 - August 2012
Loeb Enterprises  June 2011 - August 2011

Skills
Public Speaking, Research, Microsoft Office, Event Planning

Education
University of Pennsylvania   2010 — 2015
B.A., History

Andrew Goldman Andrew Goldman Greater New York City Area Details
Andrew Goldman's Merrill Lynch Experience 1999 - 1999
Job Managing Partner at Seven Locks Capital
Industry Investment Management
Experience
Seven Locks Capital   October 2008 - Present
Magnetar Capital  May 2005 - August 2008
Rockbay Capital   2002 - 2005
UBS Investment Bank  2000 - 2002
Merrill Lynch   1999 - 1999

Skills
Mergers & Acquisitions, Corporate Finance, Hedge Funds, Private Equity

Education
University of Pennsylvania   1996 — 2000
BS, Econ, Finance

Churchill   1992 — 1996

Nicholas Griffiths Nicholas Griffiths Greater New York City Area Details
Nicholas Griffiths's Merrill Lynch Experience September 2002 - April 2006
Job Managing Director at CRT Capital Group LLC
Industry Financial Services
Experience
CRT Capital Group LLC  November 2009 - Present
Barclays Capital  April 2006 - September 2009
Merrill Lynch   September 2002 - April 2006

Skills
Fixed Income, Credit

Education
Wharton School, University of Pennsylvania   2000 — 2002
MBA, Finance, Statistics

University of Oxford
BA, MA, Literae Humaniores (Latin, Greek, Philosophy)

Harsh Desai Harsh Desai New York, New York Details
Harsh Desai's Merrill Lynch Experience June 2011 - August 2011
Job Associate Consultant at SSA & Company
Industry Management Consulting
Experience
SSA & Company  July 2015 - Present
SSA & Company  July 2013 - July 2015
Morgan Stanley  June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011
University of Pennsylvania  September 2010 - December 2010

Education
University of Pennsylvania   2009 — 2013

The International School Bangalore

Jennifer Butler Jennifer Butler Washington D.C. Metro Area Details
Jennifer Butler's Merrill Lynch Experience October 2000 - November 2002
Job Commercial Business Director, Primary Care at AstraZeneca
Industry Biotechnology
Experience
AstraZeneca  June 2015 - Present
AstraZeneca  August 2013 - June 2015
MedImmune  June 2012 - August 2013
MedImmune  2010 - July 2012
MedImmune  April 2010 - 2011
MedImmune  June 2006 - April 2009
Insight Strategy Advisors  January 2003 - December 2004
Merrill Lynch   October 2000 - November 2002
Thomson Financial  July 1998 - October 2000

Education
University of Pennsylvania
B.A., Biological Basis of Behavior, concentration in Physiology of Neural Systems

Connor Theilmann Connor Theilmann San Francisco Bay Area Details
Connor Theilmann's Merrill Lynch Experience July 2009 - August 2009
Job Venture Capital & Growth Equity
Industry Venture Capital & Private Equity
Experience
Accel Partners  2014 - Present
The Wharton School  2014 - 2015
Treat Discounts   2013 - 2014
Emerald Exam   2013 - 2013
WillMac Companies, LLC   2010 - 2012
Merrill Lynch   July 2009 - August 2009

Skills
Valuation, Investments, Venture Capital, Social Networking, Constructive Feedback, Entrepreneurship, People Skills, Financial Modeling, Creative Problem Solving, Operational Analysis, Due Diligence, Corporate Finance, Financial Statement..., Networking, Advice, Customer Analysis, Customer Analytics, Financial Analysis, Management, Private Equity, Marketing Management, Corporate Development, Fundraising

Education
Wharton School of Business
Bachelor of Science, Finance, Accounting

University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Computer Science

St. Mark's School of Texas
High School Diploma, 3.98

Louis S. Wolfe Louis S. Wolfe Darien, Connecticut Details
Louis S. Wolfe's Merrill Lynch Experience March 2000 - February 2002
Job Managing Partner and CoFounder at Merritt Capital
Industry Investment Management
Experience
Merritt Capital   January 2005 - Present
Tabor Academy  September 1996 - Present
Deutsche Bank  April 2002 - December 2004
Merrill Lynch   March 2000 - February 2002
Merrill Lynch   February 1997 - March 2000
Merrill Lynch   March 1992 - February 1997
Salomon Brothers  May 1983 - March 1992
AG Becker  January 1982 - May 1983
Mellon Bank  January 1974 - January 1982

Education
University of Pennsylvania - The Wharton School   1973 — 1973
Master of Business Administration (MBA)

University of Pennsylvania   1968 — 1972
Bachelor of Arts (B.A.)

Tabor Academy   1964 — 1968

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