Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
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
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
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
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
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
Guggenheim Securities August 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office
Education
University of Pennsylvania 2009 — 2013
B.A., Economics
Leon
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
BlackRock November 2007 - Present
Merrill Lynch July 2005 - October 2007
Education
University of Pennsylvania
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
Merrill Lynch September 2006 - Present
Education
University of Oxford 1992 — 1998
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
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
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
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
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)
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
Merrill Lynch January 2009 - Present
Morgan Stanley July 2000 - January 2009
Education
University of Pennsylvania 1996 — 2000
BA, International Relations
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch April 2007 - Present
Deutsche Bank June 2004 - February 2007
Goldman Sachs November 1996 - February 2004
Education
University of Pennsylvania 1991 — 1994
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
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
Merrill Lynch June 2007 - Present
Education
University of Pennsylvania
Jefferies & Company January 2009 - Present
Merrill Lynch July 2007 - December 2008
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science in Economics, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch January 1998 - June 2002
HSBC January 1996 - January 1999
Education
University of Pennsylvania
Master, Business/MIS
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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