Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alina Fiato Alina Fiato's Merrill Lynch Experience September 2012 - June 2013
Job Campus Marketing Leader at OffPeak
Industry
Experience
Wharton School January 2015 - Present
OffPeak August 2014 - Present
Prudential Financial May 2014 - May 2014
Merrill Lynch September 2012 - June 2013
NJ Express Field Hockey Club 2011 - 2013
Skills
PowerPoint, Economics, Microsoft Word, Microsoft Office
Education
Wharton School, University of Pennsylvania 2013 — 2017
Finance
Bergen County Academies 2009 — 2013
Academy for the Advancement of Science and Technology
Wharton School January 2015 - Present
OffPeak August 2014 - Present
Prudential Financial May 2014 - May 2014
Merrill Lynch September 2012 - June 2013
NJ Express Field Hockey Club 2011 - 2013
Skills
PowerPoint, Economics, Microsoft Word, Microsoft Office
Education
Wharton School, University of Pennsylvania 2013 — 2017
Finance
Bergen County Academies 2009 — 2013
Academy for the Advancement of Science and Technology
Maja Gross Maja Gross's Merrill Lynch Experience February 2004 - February 2006
Job Research Analyst at Destrier Capital Management
Industry Investment Management
Experience
Destrier Capital Management May 2012 - Present
JP Morgan Chase October 2009 - May 2012
Sun Capital Partners February 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Citigroup September 2000 - February 2004
Education
Wharton Business School 1998 — 2000
MBA, Finance and Acctg
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania - School of Engineering & Applied Science
Computer Science Engineering
Destrier Capital Management May 2012 - Present
JP Morgan Chase October 2009 - May 2012
Sun Capital Partners February 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Citigroup September 2000 - February 2004
Education
Wharton Business School 1998 — 2000
MBA, Finance and Acctg
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania - School of Engineering & Applied Science
Computer Science Engineering
Carol George Hieronymus Carol George Hieronymus's Merrill Lynch Experience September 1984 - Present
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1984 - Present
Skills
Series 7, Series 8, Series 66, Series 3, Wealth Management, FINRA, Mutual Funds, Uniform Combined State..., Series 63, Management, Securities, Risk Management, Leadership, Asset Management, Financial Advisory, Investments, Financial Markets, Investment Advisory, Wealth Management..., Series 65, Financial Services, Fixed Income, Series 24
Education
The College of Charleston
B.S.
Wharton School of Business
Merrill Lynch September 1984 - Present
Skills
Series 7, Series 8, Series 66, Series 3, Wealth Management, FINRA, Mutual Funds, Uniform Combined State..., Series 63, Management, Securities, Risk Management, Leadership, Asset Management, Financial Advisory, Investments, Financial Markets, Investment Advisory, Wealth Management..., Series 65, Financial Services, Fixed Income, Series 24
Education
The College of Charleston
B.S.
Wharton School of Business
Terri Wein Terri Wein's Merrill Lynch Experience 1990 - 1994
Job CoFounder & CoCEO Jobtreks, Weil & Wein
Industry Professional Training & Coaching
Experience
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Smith Barney 1994 - 1995
Merrill Lynch 1990 - 1994
J.P. Morgan (formerly Bear Stearns) 1987 - 1990
Merrill Lynch 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, Consulting, Leadership, Coaching, MBTI, Staff Development, Executive Development, Career Management, Human Resources, Organizational Design, Career Coaching, Succession Planning, Organizational..., Talent Management, Career Advancement, 360 Assessment and..., Professional Development, Lominger Leadership..., Lominger Voices 360, Hogan Assessments, University Recruitment, MBA Career Services, MBA Recruitment, University Career..., software, Software Development, Software Project..., Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search, Job Search Technology, Job Boards, SaaS, CRM
Education
University of Pennsylvania - The Wharton School
MBA, finance and marketing
University of Pennsylvania - The Wharton School
BSE, finance and entrepreneurial management
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Smith Barney 1994 - 1995
Merrill Lynch 1990 - 1994
J.P. Morgan (formerly Bear Stearns) 1987 - 1990
Merrill Lynch 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, Consulting, Leadership, Coaching, MBTI, Staff Development, Executive Development, Career Management, Human Resources, Organizational Design, Career Coaching, Succession Planning, Organizational..., Talent Management, Career Advancement, 360 Assessment and..., Professional Development, Lominger Leadership..., Lominger Voices 360, Hogan Assessments, University Recruitment, MBA Career Services, MBA Recruitment, University Career..., software, Software Development, Software Project..., Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search, Job Search Technology, Job Boards, SaaS, CRM
Education
University of Pennsylvania - The Wharton School
MBA, finance and marketing
University of Pennsylvania - The Wharton School
BSE, finance and entrepreneurial management
Gary E. Shugrue Gary E. Shugrue's Merrill Lynch Experience 1986 - 1988
Job Senior Portfolio ManagerBarlow Partners/ACP Funds
Industry Investment Management
Experience
Barlow Partners/ACP Funds August 2001 - Present
Argos Partners August 1988 - July 2000
Merrill Lynch 1986 - 1988
Prudential Securities 1986 - 1986
Kidder Peabody & Company 1981 - 1986
Merrill Lynch 1977 - 1979
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Strategy, Financial Advisory, Asset Managment, Investments, Portfolio Management, High Net Worth..., 1940 Act, Bonds, Financial Analysis, Institutional..., Asset Management, Asset Allocation, Investment Strategies, Securities, ETFs, Investment Advisory, Financial Modeling, Investment Management, Corporate Finance, Risk Management, Bloomberg, Valuation, Due Diligence, Series 7, Wealth Management, Trading, Private Equity, Equity Research, Fixed Income, Series 63, Mergers & Acquisitions, Capital Markets
Education
Wharton School of Business 1979 — 1981
Master of Business Administration (MBA), Finance
Villanova University 1972 — 1976
Bachelor of Science (BS), Accounting
Barlow Partners/ACP Funds August 2001 - Present
Argos Partners August 1988 - July 2000
Merrill Lynch 1986 - 1988
Prudential Securities 1986 - 1986
Kidder Peabody & Company 1981 - 1986
Merrill Lynch 1977 - 1979
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Strategy, Financial Advisory, Asset Managment, Investments, Portfolio Management, High Net Worth..., 1940 Act, Bonds, Financial Analysis, Institutional..., Asset Management, Asset Allocation, Investment Strategies, Securities, ETFs, Investment Advisory, Financial Modeling, Investment Management, Corporate Finance, Risk Management, Bloomberg, Valuation, Due Diligence, Series 7, Wealth Management, Trading, Private Equity, Equity Research, Fixed Income, Series 63, Mergers & Acquisitions, Capital Markets
Education
Wharton School of Business 1979 — 1981
Master of Business Administration (MBA), Finance
Villanova University 1972 — 1976
Bachelor of Science (BS), Accounting
Daniel Oswald Daniel Oswald's Merrill Lynch Experience 2002 - 2002
Job Consultant
Industry Management Consulting
Experience
Pioneer B1 September 2014 - Present
Oswald Consulting January 2006 - Present
Prospect Mortgage, LLC July 2010 - January 2012
Eczema Solutions, LLC June 2009 - May 2010
Countrywide March 2005 - November 2008
PC Mall, Inc. May 2003 - March 2005
Merrill Lynch 2002 - 2002
Skills
SQL, Excel, System Architecture, Management Consulting, E-commerce, Start-ups, Financial Analysis, Mergers, Financial Modeling, Forecasting, Business Planning, Analytics, Business Strategy, Strategic Planning, Analysis, Valuation, Budgeting, Corporate Finance, Process Improvement, Business Intelligence, Real Estate, Pricing, Budgets, Business Analysis, Financial Reporting, Income Statement, Business Process..., New Business Development, Mergers & Acquisitions, VBA, Finance, Microsoft Excel, Leadership, Entrepreneurship, Strategic Financial..., Management, Executive Management, Credit, Investment Banking, Financial Planning, Strategy, Due Diligence, Risk Management, Competitive Analysis, Private Equity, Investments, Accounting, Integration, Banking, ERP
Education
University of Pennsylvania - The Wharton School 1999 — 2002
Bachelor of Science, Economics with Concentrations in Finance and Accounting
Pioneer B1 September 2014 - Present
Oswald Consulting January 2006 - Present
Prospect Mortgage, LLC July 2010 - January 2012
Eczema Solutions, LLC June 2009 - May 2010
Countrywide March 2005 - November 2008
PC Mall, Inc. May 2003 - March 2005
Merrill Lynch 2002 - 2002
Skills
SQL, Excel, System Architecture, Management Consulting, E-commerce, Start-ups, Financial Analysis, Mergers, Financial Modeling, Forecasting, Business Planning, Analytics, Business Strategy, Strategic Planning, Analysis, Valuation, Budgeting, Corporate Finance, Process Improvement, Business Intelligence, Real Estate, Pricing, Budgets, Business Analysis, Financial Reporting, Income Statement, Business Process..., New Business Development, Mergers & Acquisitions, VBA, Finance, Microsoft Excel, Leadership, Entrepreneurship, Strategic Financial..., Management, Executive Management, Credit, Investment Banking, Financial Planning, Strategy, Due Diligence, Risk Management, Competitive Analysis, Private Equity, Investments, Accounting, Integration, Banking, ERP
Education
University of Pennsylvania - The Wharton School 1999 — 2002
Bachelor of Science, Economics with Concentrations in Finance and Accounting
Bryan Lalezarian Bryan Lalezarian's Merrill Lynch Experience May 2002 - August 2002
Job CEO at MeUndies
Industry Apparel & Fashion
Experience
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
Andrew Buchanan Andrew Buchanan's Merrill Lynch Experience December 2000 - May 2010
Job Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2013 - Present
Inverness Solutions December 2012 - Present
Morgan Stanley Wealth Management May 2010 - December 2012
Merrill Lynch December 2000 - May 2010
US Navy September 1990 - August 2000
Skills
Management, Retirement Planning, Series 7, Wealth Management, Leadership, Asset Allocation, Analytics, Sales, Strategic Planning, Financial Advisory, Risk Management, Series 63, Team Building, Wealth, Financial Services, Asset Management, Forecasting, Investments, Equities, Alternative Investments, Finance, Separately Managed..., Series 65, ETFs, Strategic Financial..., Securities, Financial Planning
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Business
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst
Janus Capital Group June 2013 - Present
Inverness Solutions December 2012 - Present
Morgan Stanley Wealth Management May 2010 - December 2012
Merrill Lynch December 2000 - May 2010
US Navy September 1990 - August 2000
Skills
Management, Retirement Planning, Series 7, Wealth Management, Leadership, Asset Allocation, Analytics, Sales, Strategic Planning, Financial Advisory, Risk Management, Series 63, Team Building, Wealth, Financial Services, Asset Management, Forecasting, Investments, Equities, Alternative Investments, Finance, Separately Managed..., Series 65, ETFs, Strategic Financial..., Securities, Financial Planning
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Business
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst
Bernard Javelly, CFP® Bernard Javelly, CFP®'s Merrill Lynch Experience 1980 - 1999
Job Vice President at EFG Capital International Corp.
Industry Financial Services
Experience
EFG Capital International Corp. November 2008 - Present
Global Investor Services January 2000 - July 2008
Merrill Lynch 1980 - 1999
Bank of America August 1978 - July 1980
Skills
Alternative Investments, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Series 7, Wealth Management, Asset Management, Asset Allocation, Structured Products, Securities, Emerging Markets, Series 63, Bloomberg, Mutual Funds
Education
Wharton Business School 1976 — 1978
MBA / MSE, Finance / Systems Engineering
Instituto Tecnologico de Monterrey 1971 — 1976
BS Mechanical Engineering and Business Administration
EFG Capital International Corp. November 2008 - Present
Global Investor Services January 2000 - July 2008
Merrill Lynch 1980 - 1999
Bank of America August 1978 - July 1980
Skills
Alternative Investments, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Series 7, Wealth Management, Asset Management, Asset Allocation, Structured Products, Securities, Emerging Markets, Series 63, Bloomberg, Mutual Funds
Education
Wharton Business School 1976 — 1978
MBA / MSE, Finance / Systems Engineering
Instituto Tecnologico de Monterrey 1971 — 1976
BS Mechanical Engineering and Business Administration
Brian Ubaldi's Merrill Lynch Experience May 2009 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Merrill Lynch July 2007 - May 2009
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Villanova University 2003 — 2007
BS, Finance
Merrill Lynch May 2009 - Present
Merrill Lynch July 2007 - May 2009
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Villanova University 2003 — 2007
BS, Finance
Christopher T. Latta's Merrill Lynch Experience September 1996 - July 1997
Job CEO at Mersada LLC
Industry Banking
Experience
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
Connie Wong Connie Wong's Merrill Lynch Experience June 2005 - August 2005
Job Cofounder at Planted
Industry Online Media
Experience
Planted Inc. August 2013 - Present
MeetMoi, LLC May 2011 - July 2013
Accenture September 2008 - May 2011
PricewaterhouseCoopers June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Strategy, Product Management, Mobile Product..., Social Networking, Agile Project Management, User Research, Market Research, Competitive Analysis, Market Entry, Customer Segmentation..., Business Modeling, Financial Modeling, Strategic Partnerships, Business Development, Mobile Technology
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Management
Planted Inc. August 2013 - Present
MeetMoi, LLC May 2011 - July 2013
Accenture September 2008 - May 2011
PricewaterhouseCoopers June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Strategy, Product Management, Mobile Product..., Social Networking, Agile Project Management, User Research, Market Research, Competitive Analysis, Market Entry, Customer Segmentation..., Business Modeling, Financial Modeling, Strategic Partnerships, Business Development, Mobile Technology
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Management
Gloria (Nalitt) Newman Gloria (Nalitt) Newman's Merrill Lynch Experience August 2008 - July 2010
Job Private Equity Associate at Welsh, Carson, Anderson & Stowe
Industry Venture Capital & Private Equity
Experience
Welsh, Carson, Anderson & Stowe August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch June 2007 - August 2007
EuroConsult, Inc. June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Welsh, Carson, Anderson & Stowe August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch June 2007 - August 2007
EuroConsult, Inc. June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Jo Ousterhout Jo Ousterhout's Merrill Lynch Experience 1991 - 1993
Job CoChair, National Finance Council, Ready for Hillary
Industry Political Organization
Experience
Ready for Hillary May 2013 - Present
Emerge America November 2013 - February 2014
Obama for America 2011 - 2012
Metta Journeys 2007 - 2011
Dress for Success London UK 2003 - 2005
ChocolatEpicure 1999 - 2002
Barclays Capital 1994 - 1998
Merrill Lynch 1991 - 1993
Continental Bank 1980 - 1991
Skills
Strategy, Leadership, Management, Fundraising, Public Relations, Budgets, Philanthropy, Loans, Nonprofits, Strategic Planning, Public Speaking, Trading, Volunteer Management, Entrepreneurship, Non-profits, Business Strategy, Community Outreach, Politics, Strategic Communications, Government, Finance
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
The College of William and Mary 1972 — 1976
Bachelor of Science (BSc), Biology
Ready for Hillary May 2013 - Present
Emerge America November 2013 - February 2014
Obama for America 2011 - 2012
Metta Journeys 2007 - 2011
Dress for Success London UK 2003 - 2005
ChocolatEpicure 1999 - 2002
Barclays Capital 1994 - 1998
Merrill Lynch 1991 - 1993
Continental Bank 1980 - 1991
Skills
Strategy, Leadership, Management, Fundraising, Public Relations, Budgets, Philanthropy, Loans, Nonprofits, Strategic Planning, Public Speaking, Trading, Volunteer Management, Entrepreneurship, Non-profits, Business Strategy, Community Outreach, Politics, Strategic Communications, Government, Finance
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
The College of William and Mary 1972 — 1976
Bachelor of Science (BSc), Biology
Ben Molever Ben Molever's Merrill Lynch Experience June 2006 - August 2006
Job Manager, Strategy & Analytics at DanceOn
Industry Internet
Experience
DanceOn February 2015 - Present
Whalerock Industries October 2013 - November 2014
Target December 2011 - September 2013
Miller Buckfire July 2009 - December 2010
Miller Buckfire May 2008 - July 2008
The Mercanti Group May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Business Development, Strategic Partnerships, Digital Media, E-commerce, Finance, Analytics, Mergers & Acquisitions, Corporate Finance, Business Strategy, Retail, M&A execution, Corporate Strategy..., Due Diligence, Digital Marketing, Corporate Development, Start-ups, Contract Negotiation, YouTube, comScore
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS
Hopkins High School 2001 — 2005
DanceOn February 2015 - Present
Whalerock Industries October 2013 - November 2014
Target December 2011 - September 2013
Miller Buckfire July 2009 - December 2010
Miller Buckfire May 2008 - July 2008
The Mercanti Group May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Business Development, Strategic Partnerships, Digital Media, E-commerce, Finance, Analytics, Mergers & Acquisitions, Corporate Finance, Business Strategy, Retail, M&A execution, Corporate Strategy..., Due Diligence, Digital Marketing, Corporate Development, Start-ups, Contract Negotiation, YouTube, comScore
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS
Hopkins High School 2001 — 2005
Dave Twamley's Merrill Lynch Experience June 2012 - August 2012
Job Sports Marketing at SiriusXM Radio
Industry Entertainment
Experience
Sirius XM Radio Inc. June 2015 - Present
Sirius XM Radio Inc. November 2013 - Present
Newmark Grubb Knight Frank July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Front Rush May 2011 - August 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Team Leadership, Organization, Building Relationships, Time Management, Leadership, Marketing, Sales, Microsoft Excel, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Management
West Windsor Plainsboro High School South 2005 — 2009
New York Real Estate Institute
New York Salesperson License Course
Sirius XM Radio Inc. June 2015 - Present
Sirius XM Radio Inc. November 2013 - Present
Newmark Grubb Knight Frank July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Front Rush May 2011 - August 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Team Leadership, Organization, Building Relationships, Time Management, Leadership, Marketing, Sales, Microsoft Excel, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Management
West Windsor Plainsboro High School South 2005 — 2009
New York Real Estate Institute
New York Salesperson License Course
Cheryl Domenech Cheryl Domenech's Merrill Lynch Experience June 2001 - September 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch June 2001 - September 2006
American Express May 2000 - August 2000
Skills
Strategic Planning, Business Strategy, Business Process..., Business Process..., Change Management, Management Consulting, Operations Management, Project Management, Technology Integration, Legal Compliance, Business Planning, Relationship Management, Third Party Vendor..., Financial Services, Asset Management, Global Operations, Global Management, Operational Risk, Operating Budgets, Talent Management, Leadership Development, Metrics, Portfolio Management, Management, Fixed Income, Equities, Hedge Funds
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (MBA), Strategy, Operations, and Entrepreneurship
Wharton School, University of Pennsylvania 1998 — 2001
Bachelor of Science (BS), Multinational Management and Business Law
BlackRock October 2006 - Present
Merrill Lynch June 2001 - September 2006
American Express May 2000 - August 2000
Skills
Strategic Planning, Business Strategy, Business Process..., Business Process..., Change Management, Management Consulting, Operations Management, Project Management, Technology Integration, Legal Compliance, Business Planning, Relationship Management, Third Party Vendor..., Financial Services, Asset Management, Global Operations, Global Management, Operational Risk, Operating Budgets, Talent Management, Leadership Development, Metrics, Portfolio Management, Management, Fixed Income, Equities, Hedge Funds
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (MBA), Strategy, Operations, and Entrepreneurship
Wharton School, University of Pennsylvania 1998 — 2001
Bachelor of Science (BS), Multinational Management and Business Law
Sanjay Vatsa Sanjay Vatsa's Merrill Lynch Experience January 2001 - February 2006
Job Chief Strategy Officer at Polaris Consulting & Services Ltd
Industry Banking
Experience
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Jane Casey's Merrill Lynch Experience 1980 - 1985
Job Chief Financial Officer at Blyth, Inc.
Industry Consumer Goods
Experience
Blyth, Inc. August 2014 - Present
Blyth, Inc. June 2013 - Present
Blyth Inc. February 2005 - June 2013
Blyth, Inc. April 1996 - February 2005
Prudential Relocation 1985 - 1996
Merrill Lynch 1980 - 1985
Citibank 1976 - 1979
Skills
Divestitures, Mergers, Liquidity Management, Working Capital..., Investor Relations, Mergers & Acquisitions, Acquisitions, Financial Analysis, Start-ups, Management, Strategy, Executive Management, Leadership, Managerial Finance, Strategic Planning, Finance, CRM, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Management
Williams College 1970 — 1973
B.A. with Honors, History of Art
Friends Academy
Friends Academy
Blyth, Inc. August 2014 - Present
Blyth, Inc. June 2013 - Present
Blyth Inc. February 2005 - June 2013
Blyth, Inc. April 1996 - February 2005
Prudential Relocation 1985 - 1996
Merrill Lynch 1980 - 1985
Citibank 1976 - 1979
Skills
Divestitures, Mergers, Liquidity Management, Working Capital..., Investor Relations, Mergers & Acquisitions, Acquisitions, Financial Analysis, Start-ups, Management, Strategy, Executive Management, Leadership, Managerial Finance, Strategic Planning, Finance, CRM, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Management
Williams College 1970 — 1973
B.A. with Honors, History of Art
Friends Academy
Friends Academy
Lucy Chou Lucy Chou's Merrill Lynch Experience January 2014 - May 2014
Job Student
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Christine Quinn Campaign for NYC Mayor July 2013 - August 2013
Permanent Mission of the Kingdom of Saudi Arabia to the UN June 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Groton School 2008 — 2012
Harvard University Secondary School Program
Goldman Sachs June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Christine Quinn Campaign for NYC Mayor July 2013 - August 2013
Permanent Mission of the Kingdom of Saudi Arabia to the UN June 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Groton School 2008 — 2012
Harvard University Secondary School Program
Andrew Chai, CFA Andrew Chai, CFA's Merrill Lynch Experience 2001 - 2004
Job Credit Trader at UBS
Industry Capital Markets
Experience
Hapoalim Securities USA 2009 - 2010
Swiss Re 2005 - 2008
FTN Financial 2004 - 2004
Merrill Lynch 2001 - 2004
Education
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Finance and Management
The Webb Schools 1994 — 1997
Hapoalim Securities USA 2009 - 2010
Swiss Re 2005 - 2008
FTN Financial 2004 - 2004
Merrill Lynch 2001 - 2004
Education
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Finance and Management
The Webb Schools 1994 — 1997
Tom Fang's Merrill Lynch Experience June 2008 - August 2008
Job Entrepreneur | Founder of iPyxel Creations
Industry Marketing and Advertising
Experience
iPyxel Creations January 2012 - Present
Walton Street Capital May 2010 - June 2012
PRG Real Estate May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
AXA Advisors June 2007 - August 2007
University of Pennsylvania August 2006 - May 2007
Skills
HTML, Photoshop, Online Marketing, User Acquisition, Lead Generation, User Experience, Media Buying, Excel, Web Design, Product Management, Interface Design, Optimization, Microsoft Excel, Email Marketing, Online Advertising, Advertising, SEM, SEO, User Interface Design, Social Media Marketing, Financial Modeling, Due Diligence, Digital Marketing, Entrepreneurship, Marketing, Mergers & Acquisitions, Investments, Finance, Start-ups, Mobile Marketing, Portfolio Management, Web Analytics, Management, Google Adwords, PPC, E-commerce, Market Research, Strategic Partnerships, Google Analytics, Digital Strategy, Mobile Applications, Mobile Advertising, Web Marketing, Digital Media, Analytics, Affiliate Marketing, Competitive Analysis, Venture Capital
Education
The Wharton School of the University of Pennsylvania 2006 — 2010
BSc(Econ), Finance & Real Estate
University of Pennsylvania 2006 — 2010
BSc(Econ), Finance and Real Estate
iPyxel Creations January 2012 - Present
Walton Street Capital May 2010 - June 2012
PRG Real Estate May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
AXA Advisors June 2007 - August 2007
University of Pennsylvania August 2006 - May 2007
Skills
HTML, Photoshop, Online Marketing, User Acquisition, Lead Generation, User Experience, Media Buying, Excel, Web Design, Product Management, Interface Design, Optimization, Microsoft Excel, Email Marketing, Online Advertising, Advertising, SEM, SEO, User Interface Design, Social Media Marketing, Financial Modeling, Due Diligence, Digital Marketing, Entrepreneurship, Marketing, Mergers & Acquisitions, Investments, Finance, Start-ups, Mobile Marketing, Portfolio Management, Web Analytics, Management, Google Adwords, PPC, E-commerce, Market Research, Strategic Partnerships, Google Analytics, Digital Strategy, Mobile Applications, Mobile Advertising, Web Marketing, Digital Media, Analytics, Affiliate Marketing, Competitive Analysis, Venture Capital
Education
The Wharton School of the University of Pennsylvania 2006 — 2010
BSc(Econ), Finance & Real Estate
University of Pennsylvania 2006 — 2010
BSc(Econ), Finance and Real Estate
Beth Starr Beth Starr's Merrill Lynch Experience 1987 - 1991
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Brian Matthews Brian Matthews's Merrill Lynch Experience July 2000 - November 2001
Job Senior Analyst at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners February 2002 - Present
Merrill Lynch July 2000 - November 2001
Skills
Equities, Financial Analysis, Asset Management, Financial Modeling, Investments, Portfolio Management, Industry Analysis, Research, Equity Research, Corporate Finance, Value Investing, Security Analysis, Valuation, Securities
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Finance, Management
Brandes Investment Partners February 2002 - Present
Merrill Lynch July 2000 - November 2001
Skills
Equities, Financial Analysis, Asset Management, Financial Modeling, Investments, Portfolio Management, Industry Analysis, Research, Equity Research, Corporate Finance, Value Investing, Security Analysis, Valuation, Securities
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Finance, Management
Dan Wachtel's Merrill Lynch Experience March 2014 - Present
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Brian Lee Brian Lee's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Millward Brown Optimor
Industry Financial Services
Experience
Millward Brown Vermeer June 2014 - Present
Two Sigma Investments June 2012 - May 2014
Credit Suisse July 2009 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Business Analysis, Market Research, Alternative Investments, Private Equity, Valuation, Strategic Business..., Operational Due..., Competitive Analysis, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance, Microsoft Excel, PowerPoint, Bloomberg, Strategic Planning, Investments, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance
Millward Brown Vermeer June 2014 - Present
Two Sigma Investments June 2012 - May 2014
Credit Suisse July 2009 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Business Analysis, Market Research, Alternative Investments, Private Equity, Valuation, Strategic Business..., Operational Due..., Competitive Analysis, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance, Microsoft Excel, PowerPoint, Bloomberg, Strategic Planning, Investments, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance
Michelle Cheung Michelle Cheung's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Light Beam Capital June 2013 - August 2013
Student Federal Credit Union September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
The Wharton School September 2011 - May 2012
UCSF July 2009 - August 2011
Asian Art Museum June 2008 - August 2011
The Salvation Army June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Excel, Mandarin, Cantonese, JMP, Customer Service, Internet Research, Survey Monkey, Salesforce.com, Morningstar, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Finance, Operations and Information Management
Lowell High School 2007 — 2011
High School Diploma
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Light Beam Capital June 2013 - August 2013
Student Federal Credit Union September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
The Wharton School September 2011 - May 2012
UCSF July 2009 - August 2011
Asian Art Museum June 2008 - August 2011
The Salvation Army June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Excel, Mandarin, Cantonese, JMP, Customer Service, Internet Research, Survey Monkey, Salesforce.com, Morningstar, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Finance, Operations and Information Management
Lowell High School 2007 — 2011
High School Diploma
Bryan Andersen Bryan Andersen's Merrill Lynch Experience August 1996 - Present
Job Vice President at Merrill Lynch, LtCol, USMCR
Industry Financial Services
Experience
Merrill Lynch August 1996 - Present
United States Marine Corps May 1992 - Present
Skills
Strategic Financial..., Program Management, Wealth Management, Leadership, Leadership Development, Military, Government, Crisis Management, Maintenance Management, Strategy, Command, Security Clearance, Business Strategy, Operations Management, Training
Education
The Wharton School, University of Pennsylvania 2004 — 2004
Executive Education
University of San Francisco 1988 — 1992
BA, Politcs & Economics
Seattle Preparatory 1984 — 1988
Merrill Lynch August 1996 - Present
United States Marine Corps May 1992 - Present
Skills
Strategic Financial..., Program Management, Wealth Management, Leadership, Leadership Development, Military, Government, Crisis Management, Maintenance Management, Strategy, Command, Security Clearance, Business Strategy, Operations Management, Training
Education
The Wharton School, University of Pennsylvania 2004 — 2004
Executive Education
University of San Francisco 1988 — 1992
BA, Politcs & Economics
Seattle Preparatory 1984 — 1988
Robert Macaulay Robert Macaulay's Merrill Lynch Experience February 1989 - June 1992
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1997 - Present
Smith Barney June 1992 - September 1997
Merrill Lynch February 1989 - June 1992
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Investment Management, Financial Markets, Securities, Wealth Management, Series 7, Investment Strategies, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Series 63, Mergers & Acquisitions, Asset Management, Alternative Investments, Financial Planning, Financial Services
Education
University of Pennsylvania 1985 — 1988
BBA, Finance
Lower Moreland High School 1980 — 1984
Wells Fargo Advisors, LLC September 1997 - Present
Smith Barney June 1992 - September 1997
Merrill Lynch February 1989 - June 1992
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Investment Management, Financial Markets, Securities, Wealth Management, Series 7, Investment Strategies, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Series 63, Mergers & Acquisitions, Asset Management, Alternative Investments, Financial Planning, Financial Services
Education
University of Pennsylvania 1985 — 1988
BBA, Finance
Lower Moreland High School 1980 — 1984
Andrew Tauber's Merrill Lynch Experience January 2004 - December 2006
Job Chief Executive Officer at HouseTab
Industry Internet
Experience
HouseTab July 2013 - Present
Bank of America Merrill Lynch December 2010 - September 2012
Merrill Lynch and Bank of America Merrill Lynch January 2007 - December 2010
Merrill Lynch January 2004 - December 2006
Merrill Lynch July 1998 - December 2003
Skills
Equities, Investment Banking, Mergers, Acquisitions, Capital Markets, Capital Structure, Capital Markets Advisory, Private Equity, Business Development, Executive Advisory, Media, Radio Broadcasting, Broadcast Television, Cable Television, Cable Networks, Cable Broadband, Entertainment, Digital Media, Sports
Education
University of Pennsylvania - The Wharton School 2001 — 2001
Investment Banking Institute
Vanderbilt University 1994 — 1998
Bachelor of Science (B.S.), Mathematics, Cum Laude
HouseTab July 2013 - Present
Bank of America Merrill Lynch December 2010 - September 2012
Merrill Lynch and Bank of America Merrill Lynch January 2007 - December 2010
Merrill Lynch January 2004 - December 2006
Merrill Lynch July 1998 - December 2003
Skills
Equities, Investment Banking, Mergers, Acquisitions, Capital Markets, Capital Structure, Capital Markets Advisory, Private Equity, Business Development, Executive Advisory, Media, Radio Broadcasting, Broadcast Television, Cable Television, Cable Networks, Cable Broadband, Entertainment, Digital Media, Sports
Education
University of Pennsylvania - The Wharton School 2001 — 2001
Investment Banking Institute
Vanderbilt University 1994 — 1998
Bachelor of Science (B.S.), Mathematics, Cum Laude
Brian Belsky Brian Belsky's Merrill Lynch Experience August 2007 - December 2009
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Venture Capital & Private Equity
Experience
Health Enterprise Partners, L.P May 2014 - August 2014
Self Health Network January 2013 - October 2013
Bank of America Merrill Lynch January 2010 - January 2013
Merrill Lynch August 2007 - December 2009
Skills
Valuation, Team Leadership, Financial Modeling, Communication, Teamwork, Entrepreneurship, Analysis, Competitive Analysis, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Health Care Management
Yale University 2003 — 2007
Bachelor of Arts (BA), Political Science
Health Enterprise Partners, L.P May 2014 - August 2014
Self Health Network January 2013 - October 2013
Bank of America Merrill Lynch January 2010 - January 2013
Merrill Lynch August 2007 - December 2009
Skills
Valuation, Team Leadership, Financial Modeling, Communication, Teamwork, Entrepreneurship, Analysis, Competitive Analysis, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Health Care Management
Yale University 2003 — 2007
Bachelor of Arts (BA), Political Science
Brian Radic's Merrill Lynch Experience May 2005 - July 2005
Job Vice President at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners September 2007 - Present
Merrill Lynch May 2005 - July 2005
Skills
Growth Equity, Private Equity, Due Diligence, Financial Modeling, Business Strategy, Financial Analysis, Valuation, Strategic Planning, Growth Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2003 — 2007
St. Christopher's School 1995 — 2003
LLR Partners September 2007 - Present
Merrill Lynch May 2005 - July 2005
Skills
Growth Equity, Private Equity, Due Diligence, Financial Modeling, Business Strategy, Financial Analysis, Valuation, Strategic Planning, Growth Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2003 — 2007
St. Christopher's School 1995 — 2003
Simran Singh Ahluwalia's Merrill Lynch Experience July 2012 - July 2012
Job Director at PennApps, Student at Wharton School
Industry Banking
Experience
The Wharton School DirectorPennAppsMarch 2014 - Present
Capital Square Partners May 2014 - July 2014
KPMG India July 2013 - July 2013
Merrill Lynch July 2012 - July 2012
Bank Danamon Indonesia July 2011 - August 2011
3M Indonesia July 2010 - August 2010
Skills
Microsoft Excel, Banking, Microsoft Office, Mathematics, Java, Python, Programming, PowerPoint, Teamwork, Research, Economics, Risk Management, Data Analysis, Microsoft Word
Education
Wharton Business School 2012 — 2016
B.Sc. Economics, Finance, Operations Management (Business Analytics), Statistics
Upper Canada College 2008 — 2012
High School, IB
The Wharton School DirectorPennAppsMarch 2014 - Present
Capital Square Partners May 2014 - July 2014
KPMG India July 2013 - July 2013
Merrill Lynch July 2012 - July 2012
Bank Danamon Indonesia July 2011 - August 2011
3M Indonesia July 2010 - August 2010
Skills
Microsoft Excel, Banking, Microsoft Office, Mathematics, Java, Python, Programming, PowerPoint, Teamwork, Research, Economics, Risk Management, Data Analysis, Microsoft Word
Education
Wharton Business School 2012 — 2016
B.Sc. Economics, Finance, Operations Management (Business Analytics), Statistics
Upper Canada College 2008 — 2012
High School, IB
Clyde Brogdon Clyde Brogdon's Merrill Lynch Experience May 1992 - November 2001
Job Planning and Analysis Professional
Industry Financial Services
Experience
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
Mark Vudrag Mark Vudrag's Merrill Lynch Experience June 2003 - May 2010
Job Global Head of Capacity Planning and Provisioning at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America May 2010 - June 2014
Merrill Lynch June 2003 - May 2010
Merrill Lynch May 2000 - June 2003
Merrill Lynch October 1992 - May 2000
Wang Global January 1991 - October 1992
Skills
Data Center, ITIL, Incident Management, Technical Support, Risk Management, Program Management, IT Operations, Virtualization, Enterprise Architecture, IT Strategy, Trading Systems, Disaster Recovery, Desktop Computers, Network Communications, Business Continuity, Service Operations, Vendor Management, Architecture, Infrastructure, Management, Portfolio Management, Project Delivery, Change Management, Global Management
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute
University of Technology Sydney 1986 — 1989
Electrical Engineering
Bank of America June 2014 - Present
Bank of America May 2010 - June 2014
Merrill Lynch June 2003 - May 2010
Merrill Lynch May 2000 - June 2003
Merrill Lynch October 1992 - May 2000
Wang Global January 1991 - October 1992
Skills
Data Center, ITIL, Incident Management, Technical Support, Risk Management, Program Management, IT Operations, Virtualization, Enterprise Architecture, IT Strategy, Trading Systems, Disaster Recovery, Desktop Computers, Network Communications, Business Continuity, Service Operations, Vendor Management, Architecture, Infrastructure, Management, Portfolio Management, Project Delivery, Change Management, Global Management
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute
University of Technology Sydney 1986 — 1989
Electrical Engineering
Erick Krosky, CIMA®, CFP® Erick Krosky, CIMA®, CFP®'s Merrill Lynch Experience June 2007 - May 2008
Job Regional Vice President at Pacific Life
Industry Financial Services
Experience
Pacific Life January 2013 - Present
Calamos Investments June 2011 - June 2012
Genworth Financial June 2008 - June 2011
Merrill Lynch June 2007 - May 2008
Merrill Lynch January 2000 - January 2007
New Mil January 1994 - January 2000
Village Bank January 1992 - January 1994
The Bank Mart January 1989 - January 1992
CenterBank January 1984 - January 1989
Skills
Financial Services, 401k, 403 b, Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 63, Series 7, Simple IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
Post University 1987 — 1990
BS, Management
Wharton School, University of Pennsylvania
Executive Education, Certified Investment Management Analyst
Pacific Life January 2013 - Present
Calamos Investments June 2011 - June 2012
Genworth Financial June 2008 - June 2011
Merrill Lynch June 2007 - May 2008
Merrill Lynch January 2000 - January 2007
New Mil January 1994 - January 2000
Village Bank January 1992 - January 1994
The Bank Mart January 1989 - January 1992
CenterBank January 1984 - January 1989
Skills
Financial Services, 401k, 403 b, Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 63, Series 7, Simple IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
Post University 1987 — 1990
BS, Management
Wharton School, University of Pennsylvania
Executive Education, Certified Investment Management Analyst
Daniel Truong Daniel Truong's Merrill Lynch Experience March 2015 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Cronus Partners LLC July 2013 - March 2015
Duff & Phelps July 2012 - July 2013
Broadband Capital June 2011 - August 2011
University of Pennsylvania Graduate School of Education September 2009 - May 2011
Mindspark Interactive Network, Inc. June 2010 - August 2010
Youth Service Inc September 2008 - December 2008
Carvel Corporation June 2007 - August 2007
Brooklyn Public Library June 2006 - August 2006
Skills
Financial Modeling, Excel, Research, Valuation, Bloomberg, Mandarin, Investment Banking, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, VBA, Statistics, Due Diligence, Microsoft Word, Capital IQ, Microsoft Excel, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance, Operations Information Management
Stuyvesant High School 2004 — 2008
Merrill Lynch March 2015 - Present
Cronus Partners LLC July 2013 - March 2015
Duff & Phelps July 2012 - July 2013
Broadband Capital June 2011 - August 2011
University of Pennsylvania Graduate School of Education September 2009 - May 2011
Mindspark Interactive Network, Inc. June 2010 - August 2010
Youth Service Inc September 2008 - December 2008
Carvel Corporation June 2007 - August 2007
Brooklyn Public Library June 2006 - August 2006
Skills
Financial Modeling, Excel, Research, Valuation, Bloomberg, Mandarin, Investment Banking, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, VBA, Statistics, Due Diligence, Microsoft Word, Capital IQ, Microsoft Excel, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance, Operations Information Management
Stuyvesant High School 2004 — 2008
Edward Munoz Edward Munoz's Merrill Lynch Experience September 2010 - July 2013
Job Financial Services Representative/Financial Advisor at Capital Financial Associates an Office of MetLife
Industry Financial Services
Experience
Capital Financial Associates an Office of MetLife December 2014 - Present
Wallkill Valley Soccer Club 2012 - Present
Forest Hills Financial Group July 2013 - December 2014
Merrill Lynch September 2010 - July 2013
UPS 2002 - 2010
AXA Advisors 2007 - March 2009
Diamond Crystal Sales, LLC March 2001 - June 2006
Kellogg Company January 2000 - January 2001
Sysco 1997 - 2000
University of Pennsylvania 1992 - 1996
Skills
Fixed Annuities, Series 7, Asset Managment, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Disability Insurance, Term Life Insurance, Financial Analysis, Employee Benefits, Strategic Planning, Equities, Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor, Science Economics; Marketing
Oil City Senior High 1981 — 1985
Diploma, Academic
Capital Financial Associates an Office of MetLife December 2014 - Present
Wallkill Valley Soccer Club 2012 - Present
Forest Hills Financial Group July 2013 - December 2014
Merrill Lynch September 2010 - July 2013
UPS 2002 - 2010
AXA Advisors 2007 - March 2009
Diamond Crystal Sales, LLC March 2001 - June 2006
Kellogg Company January 2000 - January 2001
Sysco 1997 - 2000
University of Pennsylvania 1992 - 1996
Skills
Fixed Annuities, Series 7, Asset Managment, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Disability Insurance, Term Life Insurance, Financial Analysis, Employee Benefits, Strategic Planning, Equities, Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor, Science Economics; Marketing
Oil City Senior High 1981 — 1985
Diploma, Academic
Jake Kagele, CIMA Jake Kagele, CIMA's Merrill Lynch Experience November 2002 - August 2005
Job Managing Director at NOVA Financial Services
Industry Financial Services
Experience
NOVA Financial Services May 2009 - Present
Wealth Management Partners August 2005 - May 2009
Merrill Lynch November 2002 - August 2005
Skills
Asset Allocation, Investments, Pensions, Retirement Planning, Financial Planners, High Net Worth..., Series 7, Financial Services, Endowments, Due Diligence, Wealth Management, Investment Management, Strategic Financial..., Finance, Retirement, Portfolio Management, Estate Planning, Alternative Investments, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Foundations and Endowments Certificate, Finance
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst, Finance
Salpointe
NOVA Financial Services May 2009 - Present
Wealth Management Partners August 2005 - May 2009
Merrill Lynch November 2002 - August 2005
Skills
Asset Allocation, Investments, Pensions, Retirement Planning, Financial Planners, High Net Worth..., Series 7, Financial Services, Endowments, Due Diligence, Wealth Management, Investment Management, Strategic Financial..., Finance, Retirement, Portfolio Management, Estate Planning, Alternative Investments, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Foundations and Endowments Certificate, Finance
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst, Finance
Salpointe
Sharyne Hider Sharyne Hider's Merrill Lynch Experience June 2008 - August 2008
Job Assistant Marketing Manager, Estée Lauder Travel Retailing Americas
Industry Luxury Goods & Jewelry
Experience
Estee Lauder Group of Companies March 2015 - Present
Estee Lauder January 2014 - March 2015
Estee Lauder July 2011 - December 2013
Estee Lauder March 2010 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Skin Care, Luxury Goods, Cosmetics, Marketing Strategy, Social Media, Retail, Competitive Analysis, International Marketing, Beauty Industry, Social Media Marketing, Marketing, Digital Marketing, Brand Management
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy, Political Science; Economics
Carrollton School of the Sacred Heart 2001 — 2005
Estee Lauder Group of Companies March 2015 - Present
Estee Lauder January 2014 - March 2015
Estee Lauder July 2011 - December 2013
Estee Lauder March 2010 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Skin Care, Luxury Goods, Cosmetics, Marketing Strategy, Social Media, Retail, Competitive Analysis, International Marketing, Beauty Industry, Social Media Marketing, Marketing, Digital Marketing, Brand Management
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy, Political Science; Economics
Carrollton School of the Sacred Heart 2001 — 2005
Ida Liu 劉宏敏 Ida Liu 劉宏敏's Merrill Lynch Experience 1999 - 2004
Job Managing Director at Citi Private Bank, World Economic Forum Young Global Leader, FT Top 100, Crains 40 Under 40
Industry Investment Management
Experience
Citi 2007 - Present
Vivienne Tam 2004 - 2007
Merrill Lynch 1999 - 2004
BT Wolfensohn 1998 - 1999
Skills
Investment Banking, Investments, Private Equity, Hedge Funds, Portfolio Management, Strategy, Valuation, Entrepreneurship, Financial Modeling, Due Diligence, Equities, Leadership, Mergers, Corporate Finance, Management, Mergers & Acquisitions, Emerging Markets, Finance, Venture Capital, Business Development, Financial Services, Asset Management, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Derivatives, Wealth Management, Trading, Risk Management, Securities, Series 7, Structured Finance
Education
University of Pennsylvania - The Wharton School
Merrill Lynch Wharton Executive Program, Business Administration and Management
Wellesley College
Bachelor of Arts (B.A.), Double Major in Psychology and Chinese Studies; Minor in Economics
Citi 2007 - Present
Vivienne Tam 2004 - 2007
Merrill Lynch 1999 - 2004
BT Wolfensohn 1998 - 1999
Skills
Investment Banking, Investments, Private Equity, Hedge Funds, Portfolio Management, Strategy, Valuation, Entrepreneurship, Financial Modeling, Due Diligence, Equities, Leadership, Mergers, Corporate Finance, Management, Mergers & Acquisitions, Emerging Markets, Finance, Venture Capital, Business Development, Financial Services, Asset Management, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Derivatives, Wealth Management, Trading, Risk Management, Securities, Series 7, Structured Finance
Education
University of Pennsylvania - The Wharton School
Merrill Lynch Wharton Executive Program, Business Administration and Management
Wellesley College
Bachelor of Arts (B.A.), Double Major in Psychology and Chinese Studies; Minor in Economics
Emily Butts Emily Butts's Merrill Lynch Experience June 2006 - August 2006
Job Global HRIS Analyst at Kentz
Industry Human Resources
Experience
Kentz March 2014 - Present
Ernst & Young January 2013 - March 2014
Accenture April 2011 - January 2013
Deloitte July 2007 - April 2011
Wharton Graduate Leadership Program February 2005 - June 2007
Merrill Lynch June 2006 - August 2006
Skills
HR Transformation, HR Consulting, Management Consulting, Shared Services, Process Mapping, Business Process..., Talent Management, Payroll, HR Strategy, HRO, M&A experience, Change Management, Project Implementation, Program Management, Teamwork, Research, Data Analysis, Outsourcing, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Management; Legal Studies
Bellville High School 1999 — 2003
Valedictorian
Kentz March 2014 - Present
Ernst & Young January 2013 - March 2014
Accenture April 2011 - January 2013
Deloitte July 2007 - April 2011
Wharton Graduate Leadership Program February 2005 - June 2007
Merrill Lynch June 2006 - August 2006
Skills
HR Transformation, HR Consulting, Management Consulting, Shared Services, Process Mapping, Business Process..., Talent Management, Payroll, HR Strategy, HRO, M&A experience, Change Management, Project Implementation, Program Management, Teamwork, Research, Data Analysis, Outsourcing, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Management; Legal Studies
Bellville High School 1999 — 2003
Valedictorian
Gerald McCue Gerald McCue's Merrill Lynch Experience February 1970 - April 1984
Job Teacher at Our Lady of the Narrows
Industry Gambling & Casinos
Experience
Our Lady of the Narrows January 1985 - 2006
Merrill Lynch February 1970 - April 1984
Skills
Number Theory, Dealing from the bottom..., Professional Bourbon..., Numerical Analysis, Mathematical Modeling, Statistics, Statistical Modeling, LaTeX, Research, Team Leadership, Project Management, Leadership, Data Analysis, Teaching, Budgets, Business Analysis, Program Management, Marketing, Public Speaking
Education
University of Pennsylvania - The Wharton School 1973 — 1975
Doctor of Philosophy (PhD), Gambling stats
University of Notre Dame 1964 — 1970
Bachelor's degree, MBA, Business Statistics
Our Lady of the Narrows January 1985 - 2006
Merrill Lynch February 1970 - April 1984
Skills
Number Theory, Dealing from the bottom..., Professional Bourbon..., Numerical Analysis, Mathematical Modeling, Statistics, Statistical Modeling, LaTeX, Research, Team Leadership, Project Management, Leadership, Data Analysis, Teaching, Budgets, Business Analysis, Program Management, Marketing, Public Speaking
Education
University of Pennsylvania - The Wharton School 1973 — 1975
Doctor of Philosophy (PhD), Gambling stats
University of Notre Dame 1964 — 1970
Bachelor's degree, MBA, Business Statistics
Jeremy Back Jeremy Back's Merrill Lynch Experience July 1993 - June 1995
Job President & CEO at Grosvenor Square Advisors, LLC
Industry Financial Services
Experience
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Stuart Pulvirent's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch The LE Group
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
Merlin Securities July 2011 - December 2011
Beacon Trust Company August 2009 - December 2010
ThinkEquity LLC July 2004 - July 2009
Axia Capital Management January 2002 - July 2004
Zweig-Dimenna Associates November 1998 - December 2000
ING Furman Selz May 1996 - November 1998
Lehman Brothers October 1989 - May 1996
Prudential Securities August 1984 - October 1989
DuPont August 1980 - July 1982
Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Northwestern University, McCormick School of Engineering 1976 — 1980
B.S, Chemical Engineering
John F. Kennedy High School
Merrill Lynch March 2012 - Present
Merlin Securities July 2011 - December 2011
Beacon Trust Company August 2009 - December 2010
ThinkEquity LLC July 2004 - July 2009
Axia Capital Management January 2002 - July 2004
Zweig-Dimenna Associates November 1998 - December 2000
ING Furman Selz May 1996 - November 1998
Lehman Brothers October 1989 - May 1996
Prudential Securities August 1984 - October 1989
DuPont August 1980 - July 1982
Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Northwestern University, McCormick School of Engineering 1976 — 1980
B.S, Chemical Engineering
John F. Kennedy High School
Katie Kilborn Katie Kilborn's Merrill Lynch Experience 2009 - 2009
Job MBA Candidate at The Wharton School
Industry Management Consulting
Experience
The Wharton School August 2014 - Present
The Boston Consulting Group 2011 - June 2014
Vanderbilt University 2010 - 2011
Jabian Consulting 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Spanish, Management Consulting, Management, Investments, Economics, Microsoft Office, Entrepreneurship, Business Strategy, Financial Modeling, Strategy, Consulting, Financial Analysis, Data Analysis, Business Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University
BS, Economics, Spanish
The Wharton School August 2014 - Present
The Boston Consulting Group 2011 - June 2014
Vanderbilt University 2010 - 2011
Jabian Consulting 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Spanish, Management Consulting, Management, Investments, Economics, Microsoft Office, Entrepreneurship, Business Strategy, Financial Modeling, Strategy, Consulting, Financial Analysis, Data Analysis, Business Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University
BS, Economics, Spanish
Kevin N. Hedges Investments & Insurance Advisor Kevin N. Hedges Investments & Insurance Advisor's Merrill Lynch Experience January 1999 - April 2000
Job Managing Partner, Hedges Wealth Management, A Registered Investment Adviser & Agency Principal, Hedges Insurance Agency
Industry Financial Services
Experience
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
Adina Notto Adina Notto's Merrill Lynch Experience July 2008 - March 2009
Job Director at Onex Corporation
Industry Venture Capital & Private Equity
Experience
Onex Corporation January 2014 - Present
Onex Corporation January 2013 - Present
Onex Corporation June 2010 - Present
CIBC World Markets March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Corporate Finance, Private Equity, Investment Banking, Valuation, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc.Econ and B.A.
University of Pennsylvania - The Wharton School
Onex Corporation January 2014 - Present
Onex Corporation January 2013 - Present
Onex Corporation June 2010 - Present
CIBC World Markets March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Corporate Finance, Private Equity, Investment Banking, Valuation, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc.Econ and B.A.
University of Pennsylvania - The Wharton School
Jennifer Jung Ah Sun Jennifer Jung Ah Sun's Merrill Lynch Experience July 2012 - July 2012
Job Student at The Wharton School of the University of Pennsylvania
Industry Higher Education
Experience
Merrill Lynch July 2012 - July 2012
George Weiss Associates May 2012 - June 2012
Fortress Investment Group July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2015
Bachelor of Science in Economics
Seoul International School 2002 — 2010
Merrill Lynch July 2012 - July 2012
George Weiss Associates May 2012 - June 2012
Fortress Investment Group July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2015
Bachelor of Science in Economics
Seoul International School 2002 — 2010
Angela E. Durham's Merrill Lynch Experience 1996 - 1997
Job
Industry Human Resources
Experience
Redwood Consulting 2010 - Present
Rutgers Business School 2013 - Present
Wyeth 2008 - 2009
Lehman Brothers 2001 - 2008
Lehman Brothers 1997 - 2001
Merrill Lynch 1996 - 1997
Citi 1990 - 1994
IBM 1984 - 1989
Skills
Coaching, Leading Change, Organizational Design, Succession Planning, Diversity & Inclusion, Executive Development, Talent Management, Human Capital, Employee Engagement, Organizational..., Leadership Development, Performance Improvement, Career Development, Human Resources, Organizational..., Emotional Intelligence, Executive Coaching, Strategy, Leadership, Consulting, Personnel Management, Workforce Planning, Change Management
Education
University of Pennsylvania - The Wharton School
MBA/BSE
iCoach NY
Redwood Consulting 2010 - Present
Rutgers Business School 2013 - Present
Wyeth 2008 - 2009
Lehman Brothers 2001 - 2008
Lehman Brothers 1997 - 2001
Merrill Lynch 1996 - 1997
Citi 1990 - 1994
IBM 1984 - 1989
Skills
Coaching, Leading Change, Organizational Design, Succession Planning, Diversity & Inclusion, Executive Development, Talent Management, Human Capital, Employee Engagement, Organizational..., Leadership Development, Performance Improvement, Career Development, Human Resources, Organizational..., Emotional Intelligence, Executive Coaching, Strategy, Leadership, Consulting, Personnel Management, Workforce Planning, Change Management
Education
University of Pennsylvania - The Wharton School
MBA/BSE
iCoach NY
Wendy Ferber Wendy Ferber's Merrill Lynch Experience July 1987 - August 1989
Job Owner, Pride Products Distributors LLC, Innovative Promotional Products & Corporate Gifts
Industry Marketing and Advertising
Experience
Pride Products Distributors, Promotional Products & Corporate Gifts January 1999 - Present
Anderson Kill & Olick, P.C. September 1993 - December 1997
Merrill Lynch July 1987 - August 1989
Skills
Development Of..., Sales, Marketing, Corporate Gifts, Brand Development, Apparel, Strategic Partnerships, Lead Generation, Holidays, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Management
Education
University of Pennsylvania Law School 1990 — 1993
JD, Law
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Marketing and Economics
Pride Products Distributors, Promotional Products & Corporate Gifts January 1999 - Present
Anderson Kill & Olick, P.C. September 1993 - December 1997
Merrill Lynch July 1987 - August 1989
Skills
Development Of..., Sales, Marketing, Corporate Gifts, Brand Development, Apparel, Strategic Partnerships, Lead Generation, Holidays, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Management
Education
University of Pennsylvania Law School 1990 — 1993
JD, Law
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Marketing and Economics
Gregory Davis Gregory Davis's Merrill Lynch Experience September 1998 - August 1999
Job Principal, Global Head of Fixed Income
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Ruth Colp-Haber Ruth Colp-Haber's Merrill Lynch Experience 1985 - 1990
Job Owner, Wharton Property Advisors, Inc.
Industry Commercial Real Estate
Experience
Wharton Property Advisors, Inc. 1990 - Present
Merrill Lynch 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Urban Studies, History
The Fieldston School
Wharton Property Advisors, Inc. 1990 - Present
Merrill Lynch 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Urban Studies, History
The Fieldston School
David L. Curley, CFA David L. Curley, CFA's Merrill Lynch Experience 2002 - 2003
Job Financial Services Industry
Industry Capital Markets
Experience
Curley Capital, LLC 2007 - Present
Curley Capital, LLC 2007 - Present
Global Oak Capital Markets January 2014 - November 2014
Xpi/s 2010 - 2012
George Weiss Associates 2003 - 2007
Merrill Lynch 2002 - 2003
Merrill Lynch 1996 - 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1993 - 1995
Merrill Lynch 1991 - 1993
Skills
Derivatives, Equities, Capital Markets, Valuation, Trading, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Investments, Emerging Markets, Investment Banking, Equity Derivatives, Equity Research, Options, Equity Trading, Financial Services, Series 7, Electronic Trading, Asset Management, Corporate Finance, Commodity, Portfolio Management, Private Equity, Investment Strategies, Investment Advisory, Economics, Proprietary Trading, Funding, Series 63, ETFs, Risk Management, Mergers, IPO, Financial Risk, Equity Valuation, Quantitative Analytics, Bloomberg Terminal, Technical Analysis, Swaps, Trading Strategies, FINRA, Securities, Structured Products, Bonds, Asset Allocation, Trading Systems, Mergers & Acquisitions, FX Options, Finance
Education
University of Pennsylvania - The Wharton School
BS, Economics
Curley Capital, LLC 2007 - Present
Curley Capital, LLC 2007 - Present
Global Oak Capital Markets January 2014 - November 2014
Xpi/s 2010 - 2012
George Weiss Associates 2003 - 2007
Merrill Lynch 2002 - 2003
Merrill Lynch 1996 - 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1993 - 1995
Merrill Lynch 1991 - 1993
Skills
Derivatives, Equities, Capital Markets, Valuation, Trading, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Investments, Emerging Markets, Investment Banking, Equity Derivatives, Equity Research, Options, Equity Trading, Financial Services, Series 7, Electronic Trading, Asset Management, Corporate Finance, Commodity, Portfolio Management, Private Equity, Investment Strategies, Investment Advisory, Economics, Proprietary Trading, Funding, Series 63, ETFs, Risk Management, Mergers, IPO, Financial Risk, Equity Valuation, Quantitative Analytics, Bloomberg Terminal, Technical Analysis, Swaps, Trading Strategies, FINRA, Securities, Structured Products, Bonds, Asset Allocation, Trading Systems, Mergers & Acquisitions, FX Options, Finance
Education
University of Pennsylvania - The Wharton School
BS, Economics
Danielle Bateman Girondo's Merrill Lynch Experience May 2002 - June 2004
Job Senior Director of Marketing & Advertising at SaveALot
Industry Marketing and Advertising
Experience
Save-A-Lot February 2012 - Present
The Rivers Casino December 2009 - October 2010
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Harrah's Entertainment June 2005 - December 2006
Merrill Lynch May 2002 - June 2004
A.G. Edwards & Sons, Inc. June 2000 - May 2002
Skills
Brand Management, Marketing Strategy, CRM, Start-ups, Analytics, Competitive Analysis, Strategy, Direct Marketing, Marketing, Financial Services, Leadership, Cross-functional Team..., Integrated Marketing, Social Networking, Budgets, Customer Service, Analysis, Management, Strategic Planning, Public Relations, Mobile Marketing, Advertising, Direct Mail, Sales
Education
University of Pennsylvania - The Wharton School 2004 — 2007
MBA, Strategy and Marketing
Washington University in St. Louis 1996 — 2000
BSBA, Finance and Accounting
Lafayette
Save-A-Lot February 2012 - Present
The Rivers Casino December 2009 - October 2010
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Harrah's Entertainment June 2005 - December 2006
Merrill Lynch May 2002 - June 2004
A.G. Edwards & Sons, Inc. June 2000 - May 2002
Skills
Brand Management, Marketing Strategy, CRM, Start-ups, Analytics, Competitive Analysis, Strategy, Direct Marketing, Marketing, Financial Services, Leadership, Cross-functional Team..., Integrated Marketing, Social Networking, Budgets, Customer Service, Analysis, Management, Strategic Planning, Public Relations, Mobile Marketing, Advertising, Direct Mail, Sales
Education
University of Pennsylvania - The Wharton School 2004 — 2007
MBA, Strategy and Marketing
Washington University in St. Louis 1996 — 2000
BSBA, Finance and Accounting
Lafayette
Jim Slack Jim Slack's Merrill Lynch Experience 1983 - 1997
Job Managing Member at Talents Group, LLC
Industry Insurance
Experience
Talents Group, LLC December 2010 - Present
Life & Wealth Managment August 1997 - December 2010
Merrill Lynch 1983 - 1997
First National Bank & Trust Co. June 1982 - October 1983
Skills
Insurance, Life Insurance, Fixed Annuities, Risk Management, Health Insurance, Key Person Insurance, Life Coaching, Wealth Preservation..., Buy-sell Agreements, Family Office, Indexed Annuities, Equity Indexed Annuities, Valuation, Legal Liability, Family Business, Strategic Planning, Team Building, Certified Professional..., Certified Professional..., Multi-generational..., Multi-generational..., Individual Pension Plans, Private pension plans, Equity Indexed..., Executive Coaching, Personal Coaching, Behavioral Finance, Behavioral Assessments, Management, Marketing, Sales, Small Business, Public Speaking, Emotional Intelligence, Retirement Plan..., Team Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Auditor (AIFA), Investments and Securities
Wharton School of Business
Certified Investment Management Analyst (CIMA), Investments and Securities
The College for Financial Planning, Denver, CO
Certified Financial Planner (CFP), Financial Planning and Services
Oklahoma State University 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Finance, Accounting, and Economics
Talents Group, LLC December 2010 - Present
Life & Wealth Managment August 1997 - December 2010
Merrill Lynch 1983 - 1997
First National Bank & Trust Co. June 1982 - October 1983
Skills
Insurance, Life Insurance, Fixed Annuities, Risk Management, Health Insurance, Key Person Insurance, Life Coaching, Wealth Preservation..., Buy-sell Agreements, Family Office, Indexed Annuities, Equity Indexed Annuities, Valuation, Legal Liability, Family Business, Strategic Planning, Team Building, Certified Professional..., Certified Professional..., Multi-generational..., Multi-generational..., Individual Pension Plans, Private pension plans, Equity Indexed..., Executive Coaching, Personal Coaching, Behavioral Finance, Behavioral Assessments, Management, Marketing, Sales, Small Business, Public Speaking, Emotional Intelligence, Retirement Plan..., Team Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Auditor (AIFA), Investments and Securities
Wharton School of Business
Certified Investment Management Analyst (CIMA), Investments and Securities
The College for Financial Planning, Denver, CO
Certified Financial Planner (CFP), Financial Planning and Services
Oklahoma State University 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Finance, Accounting, and Economics
Gabriel L. Cruz Gabriel L. Cruz's Merrill Lynch Experience May 2013 - July 2013
Job LatAm M&A and Coverage Summer Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - August 2015
Overseas Private Investment Corporation May 2014 - July 2014
Merrill Lynch May 2013 - July 2013
Skills
Entrepreneurship, Healthcare, Latin America, Strategy, Investments, Program Management, Start-ups, Leadership, Mergers & Acquisitions, Health Care Reform, Business Strategy, Venture Capital, Strategic Planning, Marketing Strategy, Management Consulting, Business Planning, Business Development, Leadership Development, Social Media, Latin American Business, Finance, Financial Statement..., Accounting, Teamwork, Valuation, Networking, Investment Banking, Microsoft Excel, PowerPoint
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Health Care Management & Policy and Finance
Colegio San Ignacio de Loyola 2007 — 2012
High School Diploma
Citi June 2015 - August 2015
Overseas Private Investment Corporation May 2014 - July 2014
Merrill Lynch May 2013 - July 2013
Skills
Entrepreneurship, Healthcare, Latin America, Strategy, Investments, Program Management, Start-ups, Leadership, Mergers & Acquisitions, Health Care Reform, Business Strategy, Venture Capital, Strategic Planning, Marketing Strategy, Management Consulting, Business Planning, Business Development, Leadership Development, Social Media, Latin American Business, Finance, Financial Statement..., Accounting, Teamwork, Valuation, Networking, Investment Banking, Microsoft Excel, PowerPoint
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Health Care Management & Policy and Finance
Colegio San Ignacio de Loyola 2007 — 2012
High School Diploma
dennis korn dennis korn's Merrill Lynch Experience 2002 - 2006
Job Technology Investment Banker and Investor at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2011 - Present
Deutsche Bank 2007 - 2011
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Venture Capital, Wealth Management, Business Analysis, Private Equity, Mergers & Accquisition..., Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance and Economics, Honors
University of Toronto 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Electrical and Computer Engineering, Honors
Goldman Sachs 2011 - Present
Deutsche Bank 2007 - 2011
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Venture Capital, Wealth Management, Business Analysis, Private Equity, Mergers & Accquisition..., Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance and Economics, Honors
University of Toronto 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Electrical and Computer Engineering, Honors
Chuck Polis's Merrill Lynch Experience February 1998 - Present
Job Senior Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1998 - Present
W. Jones & Associates January 1993 - September 1997
Education
University of Pennsylvania - The Wharton School 2001 — 2008
Certificate of Professional Development/Certified Investment Management Analyst (CIMA), Finance/Investment
Webster University - School of Business and Technology 2002 — 2004
MBA, Master of Business Administration
University of South Florida 1982 — 1984
BA, Marketing
Manatee High
Merrill Lynch February 1998 - Present
W. Jones & Associates January 1993 - September 1997
Education
University of Pennsylvania - The Wharton School 2001 — 2008
Certificate of Professional Development/Certified Investment Management Analyst (CIMA), Finance/Investment
Webster University - School of Business and Technology 2002 — 2004
MBA, Master of Business Administration
University of South Florida 1982 — 1984
BA, Marketing
Manatee High
Gregg Passin Gregg Passin's Merrill Lynch Experience 1993 - 1995
Job Senior Partner / North America Executive Rewards Practice Leader Mercer
Industry Management Consulting
Experience
Mercer Human Resource Consulting June 2005 - Present
Sibson Consulting 1995 - 2005
Merrill Lynch 1993 - 1995
Skills
Deferred Compensation, Mergers, Executive Pay, Incentive Programs, Mergers & Acquisitions, Performance Management, Human Capital, New Business Development, Leadership, HR Consulting, Talent Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Management
Yale University 1980 — 1984
BA, History
Mercer Human Resource Consulting June 2005 - Present
Sibson Consulting 1995 - 2005
Merrill Lynch 1993 - 1995
Skills
Deferred Compensation, Mergers, Executive Pay, Incentive Programs, Mergers & Acquisitions, Performance Management, Human Capital, New Business Development, Leadership, HR Consulting, Talent Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Management
Yale University 1980 — 1984
BA, History
Drew Goldsmith's Merrill Lynch Experience November 2011 - July 2012
Job Regional Sales Manager at Gold's Gym South Florida
Industry Health, Wellness and Fitness
Experience
Gold's Gym South Florida February 2015 - Present
Gold's Gym South Florida December 2014 - February 2015
Gold's Gym South Florida June 2013 - November 2013
Georgetown Capital August 2012 - January 2013
Merrill Lynch November 2011 - July 2012
Wells Fargo Advisors January 2011 - November 2011
Wharton Business Group June 2009 - August 2009
Skills
Series 7, Wealth Management, Alternative Investments, Risk Analytics, Portfolio Optimization, Modern Portfolio Theory, Mortgage Banking, Series 63, Series 65, Statistical Data..., Excel Dashboards, Monte Carlo modeling, Private Equity
Education
The Wharton School, University of Pennsylvania 2006 — 2010
BS, Management, Finance
The Benjamin School 2002 — 2006
High School
Dwyer
Gold's Gym South Florida February 2015 - Present
Gold's Gym South Florida December 2014 - February 2015
Gold's Gym South Florida June 2013 - November 2013
Georgetown Capital August 2012 - January 2013
Merrill Lynch November 2011 - July 2012
Wells Fargo Advisors January 2011 - November 2011
Wharton Business Group June 2009 - August 2009
Skills
Series 7, Wealth Management, Alternative Investments, Risk Analytics, Portfolio Optimization, Modern Portfolio Theory, Mortgage Banking, Series 63, Series 65, Statistical Data..., Excel Dashboards, Monte Carlo modeling, Private Equity
Education
The Wharton School, University of Pennsylvania 2006 — 2010
BS, Management, Finance
The Benjamin School 2002 — 2006
High School
Dwyer
Charles Nason's Merrill Lynch Experience 1997 - 2005
Job Portfolio Manager/Trader
Industry Investment Management
Experience
Mayo Investment Advisers 2012 - Present
Desiderata Research and Trading 2008 - 2011
RBS Greenwich Capital 2006 - 2007
Merrill Lynch 1997 - 2005
PaineWebber 1993 - 1996
Coopers & Lybrand 1989 - 1991
United States Army Finance Corps 1985 - 1989
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investments, Equity Research, Mutual Funds, Derivatives, Investment Management, Financial Modeling, Investment Strategies, Valuation, Global Macro, Alpha Generation, Fixed Income, Foreign Exchange, Asset Management, Portfolio Management, Options, Securities, Trading, Risk Management, Hedge Funds, Technical Analysis, Equities
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Norwich University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Mayo Investment Advisers 2012 - Present
Desiderata Research and Trading 2008 - 2011
RBS Greenwich Capital 2006 - 2007
Merrill Lynch 1997 - 2005
PaineWebber 1993 - 1996
Coopers & Lybrand 1989 - 1991
United States Army Finance Corps 1985 - 1989
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investments, Equity Research, Mutual Funds, Derivatives, Investment Management, Financial Modeling, Investment Strategies, Valuation, Global Macro, Alpha Generation, Fixed Income, Foreign Exchange, Asset Management, Portfolio Management, Options, Securities, Trading, Risk Management, Hedge Funds, Technical Analysis, Equities
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Norwich University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Jake Hong Jake Hong's Merrill Lynch Experience August 2007 - July 2009
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs May 2012 - August 2012
ING September 2009 - June 2011
Merrill Lynch August 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Equity Capital Markets, Accounting, Debt Capital Markets, Corporate Finance, Capital Markets, Financial Institutions, LBO, Series 63
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA)
Yonsei University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs May 2012 - August 2012
ING September 2009 - June 2011
Merrill Lynch August 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Equity Capital Markets, Accounting, Debt Capital Markets, Corporate Finance, Capital Markets, Financial Institutions, LBO, Series 63
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA)
Yonsei University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
James Parks's Merrill Lynch Experience August 1996 - December 1996
Job Director, Product Strategy & Transformation
Industry Financial Services
Experience
Financial Industry Regulatory Authority February 2014 - Present
Financial Industry Regulatory Authority December 2010 - February 2014
Financial Industry Regulatory Authority February 2005 - December 2010
Financial Industry Regulatory Authority June 2003 - February 2005
Keystone Street Systems, LLC October 2001 - June 2003
Global Trade Technologies April 2000 - October 2001
Cambridge Associates January 1998 - October 1999
Merrill Lynch August 1996 - December 1996
Education
University of Pennsylvania - The Wharton School
Certified Regulatory Compliance Professional (CRCP) program (in progress)
Marymount University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Financial Industry Regulatory Authority February 2014 - Present
Financial Industry Regulatory Authority December 2010 - February 2014
Financial Industry Regulatory Authority February 2005 - December 2010
Financial Industry Regulatory Authority June 2003 - February 2005
Keystone Street Systems, LLC October 2001 - June 2003
Global Trade Technologies April 2000 - October 2001
Cambridge Associates January 1998 - October 1999
Merrill Lynch August 1996 - December 1996
Education
University of Pennsylvania - The Wharton School
Certified Regulatory Compliance Professional (CRCP) program (in progress)
Marymount University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Mangan Robert Mangan's Merrill Lynch Experience January 1982 - April 1987
Job Senior Business Analyst at Siteworx
Industry Information Technology and Services
Experience
Siteworx, LLC October 2014 - Present
Marist College September 2000 - Present
Avon May 2011 - March 2014
Moody's Investors Service December 2010 - April 2011
KPMG April 2003 - July 2010
Consultant 2000 - 2003
Amerada Hess 1989 - 2000
Ascom Timeplex April 1987 - February 1989
Merrill Lynch January 1982 - April 1987
Skills
Business Process, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, Project Management, Systems Analysis, Integration, Management, Web Analytics, Testing, Analysis, Functional..., Omniture, Business Intelligence, Use Case Analysis, Business Process Design, Content Management, Compliance, Financial Modeling, Documentation, User Acceptance Testing, Budgets, Software Documentation, Invoicing, Payroll, Storyboarding, Scheduling, Application Design, Transportation, Search, Accounts Payable, Accounts Receivable, Shipping, Gap Analysis, Billing, Budgeting, Freight, Requirements..., B2B eCommerce, iRise, Agile Methodologies, Scrum, Software Design, Requirement...
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Economics
Siteworx, LLC October 2014 - Present
Marist College September 2000 - Present
Avon May 2011 - March 2014
Moody's Investors Service December 2010 - April 2011
KPMG April 2003 - July 2010
Consultant 2000 - 2003
Amerada Hess 1989 - 2000
Ascom Timeplex April 1987 - February 1989
Merrill Lynch January 1982 - April 1987
Skills
Business Process, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, Project Management, Systems Analysis, Integration, Management, Web Analytics, Testing, Analysis, Functional..., Omniture, Business Intelligence, Use Case Analysis, Business Process Design, Content Management, Compliance, Financial Modeling, Documentation, User Acceptance Testing, Budgets, Software Documentation, Invoicing, Payroll, Storyboarding, Scheduling, Application Design, Transportation, Search, Accounts Payable, Accounts Receivable, Shipping, Gap Analysis, Billing, Budgeting, Freight, Requirements..., B2B eCommerce, iRise, Agile Methodologies, Scrum, Software Design, Requirement...
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Economics
Hassan Wilson's Merrill Lynch Experience September 2008 - March 2010
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Investment Banking
Experience
RBC Capital Markets June 2015 - Present
The Wharton School August 2014 - Present
The Edna McConnell Clark Foundation January 2012 - July 2014
HJW Consulting March 2010 - January 2012
Partnership for Education in Newark September 2010 - March 2011
Merrill Lynch September 2008 - March 2010
Merrill Lynch October 2007 - September 2008
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Financial Modeling, Strategic Planning, Non-profits, Due Diligence, Financial Analysis, Community Outreach, Cash Management, Finance, Fixed Income, Leadership, Nonprofits, Public Speaking, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Real Estate
Rutgers, The State University of New Jersey-Newark
Bachelors Degree, Finance
RBC Capital Markets June 2015 - Present
The Wharton School August 2014 - Present
The Edna McConnell Clark Foundation January 2012 - July 2014
HJW Consulting March 2010 - January 2012
Partnership for Education in Newark September 2010 - March 2011
Merrill Lynch September 2008 - March 2010
Merrill Lynch October 2007 - September 2008
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Financial Modeling, Strategic Planning, Non-profits, Due Diligence, Financial Analysis, Community Outreach, Cash Management, Finance, Fixed Income, Leadership, Nonprofits, Public Speaking, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Real Estate
Rutgers, The State University of New Jersey-Newark
Bachelors Degree, Finance
Robert Eger, CFP, CIMA Robert Eger, CFP, CIMA's Merrill Lynch Experience
Job First Vice President Investments Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Series 63, Fixed Income, Retirement Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Uniform Combined State..., Equities, Securities, Portfolio Management, Investment Strategies, Wealth Management..., Series 65, FINRA, Retirement
Education
University of Pennsylvania 1968 — 1972
Bachelor of Arts (BA), Sociology
Merrill Lynch
Skills
Wealth Management, Series 63, Fixed Income, Retirement Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Uniform Combined State..., Equities, Securities, Portfolio Management, Investment Strategies, Wealth Management..., Series 65, FINRA, Retirement
Education
University of Pennsylvania 1968 — 1972
Bachelor of Arts (BA), Sociology
Vincent Martorana Vincent Martorana's Merrill Lynch Experience June 1999 - September 1999
Job Assistant General Counsel at KPMG LLP
Industry Law Practice
Experience
KPMG LLP August 2015 - Present
Reed Smith LLP April 2006 - August 2015
Willkie Farr & Gallagher LLP September 2002 - April 2006
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2000 - September 2000
Merrill Lynch June 1999 - September 1999
Skills
Securities Regulation, Legal Writing, Business Transactions, Corporate Governance, Contract Drafting, Mergers & Acquisitions, Corporate Law, Limited Liability..., Limited Partnerships, Reorganizations, Cross-border..., Joint Ventures, Business Restructures, Start-ups, Contract Law, Document Drafting, Legal Documents, Legal Advice
Education
University of Chicago 1999 — 2002
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Economics
Sachem High School 1991 — 1995
KPMG LLP August 2015 - Present
Reed Smith LLP April 2006 - August 2015
Willkie Farr & Gallagher LLP September 2002 - April 2006
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2000 - September 2000
Merrill Lynch June 1999 - September 1999
Skills
Securities Regulation, Legal Writing, Business Transactions, Corporate Governance, Contract Drafting, Mergers & Acquisitions, Corporate Law, Limited Liability..., Limited Partnerships, Reorganizations, Cross-border..., Joint Ventures, Business Restructures, Start-ups, Contract Law, Document Drafting, Legal Documents, Legal Advice
Education
University of Chicago 1999 — 2002
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Economics
Sachem High School 1991 — 1995
Elizabeth Ren Elizabeth Ren's Merrill Lynch Experience June 2000 - October 2001
Job Student, Culinary Arts
Industry Hospitality
Experience
Under Armour May 2012 - July 2013
Vertis Communications August 2009 - May 2012
Constellation Energy March 2007 - August 2009
Friedman Billings Ramsey July 2006 - March 2007
T. Rowe Price May 2005 - August 2005
Pitney Bowes November 2001 - July 2004
Merrill Lynch June 2000 - October 2001
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Treasury Management, Business Strategy, Asset Management, Corporate Finance, Mergers & Acquisitions, Strategy, Executive Management, Private Equity
Education
Johnson and Wales University 2013 — 2014
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1996 — 2000
BA
Under Armour May 2012 - July 2013
Vertis Communications August 2009 - May 2012
Constellation Energy March 2007 - August 2009
Friedman Billings Ramsey July 2006 - March 2007
T. Rowe Price May 2005 - August 2005
Pitney Bowes November 2001 - July 2004
Merrill Lynch June 2000 - October 2001
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Treasury Management, Business Strategy, Asset Management, Corporate Finance, Mergers & Acquisitions, Strategy, Executive Management, Private Equity
Education
Johnson and Wales University 2013 — 2014
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1996 — 2000
BA
Darren S. Kimball's Merrill Lynch Experience 1997 - 1999
Job Chief Executive Officer at The Five O'Clock Club
Industry Professional Training & Coaching
Experience
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
David M. Stein David M. Stein's Merrill Lynch Experience June 2009 - August 2009
Job Associate at CI Capital Partners
Industry Venture Capital & Private Equity
Experience
CI Capital Partners February 2015 - Present
Veritas Capital July 2012 - January 2015
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch June 2009 - August 2009
MCM June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Cum Laude, Finance
The Hong Kong University of Science and Technology 2008 — 2008
School of Business & Management
Mercer Island High School 2002 — 2006
CI Capital Partners February 2015 - Present
Veritas Capital July 2012 - January 2015
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch June 2009 - August 2009
MCM June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Cum Laude, Finance
The Hong Kong University of Science and Technology 2008 — 2008
School of Business & Management
Mercer Island High School 2002 — 2006
Yan Papadakis Yan Papadakis's Merrill Lynch Experience September 2006 - December 2008
Job Director at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet October 2013 - Present
Bank of America January 2009 - October 2013
INFORMS 2007 - 2013
INFORMS 2007 - 2013
2006-2010, Bank of America / Merrill Lynch January 2009 - December 2010
Merrill Lynch September 2006 - December 2008
Drexel University January 2001 - January 2006
University of British Columbia January 1999 - January 2001
Innovation and Technology January 1998 - January 1999
Skills
Data Mining, Optimization, Stochastic Optimization, Data Analysis, Monte Carlo Simulation, Discrete Event..., System Dynamics, SAS/SQL, R, GAMS, AMPL, Managerial Economics, Investment Analysis, Financial Service..., Financial Service..., Optimizations, SAS programming, Quantitative Analytics, Predictive Modeling, Financial Services, Valuation, SAS, Strategy
Education
University of Pennsylvania 1992 — 1997
PhD, Operations Research
University of Pennsylvania 1992 — 1997
PhD, Engr .Systems; Engr. Economics
University of Washington, Seattle 1990 — 1991
MSE, Industrial Engineering
Aristotle University of Thessalonica 1984 — 1989
BSE, Mechanical Engineering
Dun and Bradstreet October 2013 - Present
Bank of America January 2009 - October 2013
INFORMS 2007 - 2013
INFORMS 2007 - 2013
2006-2010, Bank of America / Merrill Lynch January 2009 - December 2010
Merrill Lynch September 2006 - December 2008
Drexel University January 2001 - January 2006
University of British Columbia January 1999 - January 2001
Innovation and Technology January 1998 - January 1999
Skills
Data Mining, Optimization, Stochastic Optimization, Data Analysis, Monte Carlo Simulation, Discrete Event..., System Dynamics, SAS/SQL, R, GAMS, AMPL, Managerial Economics, Investment Analysis, Financial Service..., Financial Service..., Optimizations, SAS programming, Quantitative Analytics, Predictive Modeling, Financial Services, Valuation, SAS, Strategy
Education
University of Pennsylvania 1992 — 1997
PhD, Operations Research
University of Pennsylvania 1992 — 1997
PhD, Engr .Systems; Engr. Economics
University of Washington, Seattle 1990 — 1991
MSE, Industrial Engineering
Aristotle University of Thessalonica 1984 — 1989
BSE, Mechanical Engineering
Dean Klevan Dean Klevan's Merrill Lynch Experience 1988 - 1999
Job Faculty at University of Miami
Industry Financial Services
Experience
University of Miami August 2013 - Present
Wynvale Financial Distributors LLC September 2012 - Present
Coral Gables Trust 2004 - Present
The International SeaKeepers Society March 2010 - October 2012
Morgan Stanley 1999 - 2002
Merrill Lynch 1988 - 1999
Citibank 1977 - 1988
Skills
Wealth Management..., Credit, Wealth Management, High Net Worth..., Banking, Alternative Investments, Portfolio Management, Finance, Financial Services, Asset Managment, Investments, Loans, Corporate Governance, Strategy, Private Banking, Mutual Funds, Equities, Insurance, Corporate Finance, Funding, Management, Asset Management, Fixed Income, Capital Markets, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Emerging Markets, FINRA, FX Options, Securities, Hedge Funds, Private Equity, Asset Allocation, Strategic Planning, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics
University of Miami August 2013 - Present
Wynvale Financial Distributors LLC September 2012 - Present
Coral Gables Trust 2004 - Present
The International SeaKeepers Society March 2010 - October 2012
Morgan Stanley 1999 - 2002
Merrill Lynch 1988 - 1999
Citibank 1977 - 1988
Skills
Wealth Management..., Credit, Wealth Management, High Net Worth..., Banking, Alternative Investments, Portfolio Management, Finance, Financial Services, Asset Managment, Investments, Loans, Corporate Governance, Strategy, Private Banking, Mutual Funds, Equities, Insurance, Corporate Finance, Funding, Management, Asset Management, Fixed Income, Capital Markets, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Emerging Markets, FINRA, FX Options, Securities, Hedge Funds, Private Equity, Asset Allocation, Strategic Planning, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics
Nuru Hunter's Merrill Lynch Experience October 2006 - April 2008
Job Financial Professional at MassMutual Financial Group
Industry Financial Services
Experience
Chase Investments April 2008 - November 2013
Merrill Lynch October 2006 - April 2008
RMNeilson and Associates May 1999 - September 2006
Skills
Financial Services, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Long-term Care, Variable Annuities, Distribution Strategies, Investments, IRAs, Roth IRA, Insurance, Relationship Management, Life Insurance, Investment Advisory
Education
University of Pennsylvania 1993 — 1999
BA, African American Studies
New Rochelle High School 1989 — 1993
Chase Investments April 2008 - November 2013
Merrill Lynch October 2006 - April 2008
RMNeilson and Associates May 1999 - September 2006
Skills
Financial Services, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Long-term Care, Variable Annuities, Distribution Strategies, Investments, IRAs, Roth IRA, Insurance, Relationship Management, Life Insurance, Investment Advisory
Education
University of Pennsylvania 1993 — 1999
BA, African American Studies
New Rochelle High School 1989 — 1993
Christopher Lam's Merrill Lynch Experience 2003 - 2004
Job Corporate Leadership
Industry Internet
Experience
Comcast January 2014 - Present
Natrol 2009 - 2012
AG Group LLC. 2005 - 2010
Starbucks Coffee Company - SBUX 2007 - 2009
Starbucks 2006 - 2007
Nissan Motor Manufacturing Ltd. 2005 - 2006
Merrill Lynch 2003 - 2004
Louis Vuitton 2001 - 2003
Skills
Leadership, Social Media Marketing, Strategic Planning, Competitive Analysis, Business Strategy, Marketing, Advertising, Brand Management, Strategy, Promotions, E-commerce, Analytics, Strategic Partnerships, Start-ups, Online Advertising, Online Marketing, Program Management, Customer Insight, Digital Strategy, Management, Marketing Strategy, Public Relations
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), General Management, Finance, and Marketing & Operations
New York University - Leonard N. Stern School of Business
Bachelor's Degree, Business Administration and Political Science, Magna Cum Laude
Comcast January 2014 - Present
Natrol 2009 - 2012
AG Group LLC. 2005 - 2010
Starbucks Coffee Company - SBUX 2007 - 2009
Starbucks 2006 - 2007
Nissan Motor Manufacturing Ltd. 2005 - 2006
Merrill Lynch 2003 - 2004
Louis Vuitton 2001 - 2003
Skills
Leadership, Social Media Marketing, Strategic Planning, Competitive Analysis, Business Strategy, Marketing, Advertising, Brand Management, Strategy, Promotions, E-commerce, Analytics, Strategic Partnerships, Start-ups, Online Advertising, Online Marketing, Program Management, Customer Insight, Digital Strategy, Management, Marketing Strategy, Public Relations
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), General Management, Finance, and Marketing & Operations
New York University - Leonard N. Stern School of Business
Bachelor's Degree, Business Administration and Political Science, Magna Cum Laude
Shekhar Lodha's Merrill Lynch Experience 1995 - 1998
Job Entrepreneur
Industry Investment Banking
Experience
SeeqPod, Inc. July 2005 - May 2009
eSynergi Ventures April 1999 - September 2006
Merrill Lynch 1995 - 1998
Education
The Wharton School
SeeqPod, Inc. July 2005 - May 2009
eSynergi Ventures April 1999 - September 2006
Merrill Lynch 1995 - 1998
Education
The Wharton School
Dan Sherwood's Merrill Lynch Experience 1998 - 2006
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
UBS Global Asset Management June 2007 - August 2007
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Skills
Equities, Equity Research, Financial Modeling, Trading, Valuation, Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Yale University 1994 — 1998
Bachelor's degree
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
UBS Global Asset Management June 2007 - August 2007
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Skills
Equities, Equity Research, Financial Modeling, Trading, Valuation, Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
Yale University 1994 — 1998
Bachelor's degree
Nils Holum's Merrill Lynch Experience July 2006 - August 2007
Job Vice President at Behrman Capital
Industry Financial Services
Experience
Behrman Capital January 2010 - Present
Union Square Advisors September 2007 - December 2009
Merrill Lynch July 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, LBO, Capital Markets, Mergers, Due Diligence, Bloomberg, Financial Analysis, Corporate Development, Capital IQ, Private Placements, Investments, Mergers & Acquisitions, M&A experience, Equities, Venture Capital
Education
University of Pennsylvania 2002 — 2006
BA, Math
Behrman Capital January 2010 - Present
Union Square Advisors September 2007 - December 2009
Merrill Lynch July 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, LBO, Capital Markets, Mergers, Due Diligence, Bloomberg, Financial Analysis, Corporate Development, Capital IQ, Private Placements, Investments, Mergers & Acquisitions, M&A experience, Equities, Venture Capital
Education
University of Pennsylvania 2002 — 2006
BA, Math
Peter Siwinski's Merrill Lynch Experience August 1998 - 2000
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2004 - Present
Merrill Lynch August 1998 - 2000
Education
University of Pennsylvania 1987 — 1991
Cowen and Company March 2004 - Present
Merrill Lynch August 1998 - 2000
Education
University of Pennsylvania 1987 — 1991
Ryan Nielsen's Merrill Lynch Experience 2001 - 2004
Job Vice President Fixed Income Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
Cathy Tse's Merrill Lynch Experience 1998 - 2003
Job Partner at Corrum Capital Management LLC
Industry Investment Management
Experience
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos March 2004 - December 2012
Merrill Lynch 1998 - 2003
Goldman Sachs 1994 - 1996
Arthur Andersen 1992 - 1994
Skills
Equities, Hedge Funds, Financial Services, Alternative Investments, Capital Markets, Trading, Investment Management, Asset Management, Portfolio Management, Asset Allocation, Equity Derivatives, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business
Bachelors
University of Pennsylvania - The Wharton School
MBA, Finance, General
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos March 2004 - December 2012
Merrill Lynch 1998 - 2003
Goldman Sachs 1994 - 1996
Arthur Andersen 1992 - 1994
Skills
Equities, Hedge Funds, Financial Services, Alternative Investments, Capital Markets, Trading, Investment Management, Asset Management, Portfolio Management, Asset Allocation, Equity Derivatives, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business
Bachelors
University of Pennsylvania - The Wharton School
MBA, Finance, General
Brett Riggi, CFA's Merrill Lynch Experience February 2008 - January 2009
Job Managing Director | Wealth Management Americas IT at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Bank of America Merrill Lynch September 2011 - July 2013
Bank of America Merrill Lynch February 2009 - September 2011
Merrill Lynch February 2008 - January 2009
Merrill Lynch February 2005 - January 2008
Merck 1993 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Finance, IT Strategy
Yale University
BS, Chemistry, Mathematics
UBS July 2013 - Present
Bank of America Merrill Lynch September 2011 - July 2013
Bank of America Merrill Lynch February 2009 - September 2011
Merrill Lynch February 2008 - January 2009
Merrill Lynch February 2005 - January 2008
Merck 1993 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Finance, IT Strategy
Yale University
BS, Chemistry, Mathematics
Charles Amos's Merrill Lynch Experience August 2007 - February 2008
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch August 2007 - February 2008
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Edgewood Regional Senior High School
Merrill Lynch August 2007 - February 2008
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Edgewood Regional Senior High School
Jason Garmise's Merrill Lynch Experience 2000 - 2003
Job President & Chief Operating Officer at CastleLine Holdings, LLC
Industry Financial Services
Experience
CastleLine Holdings, LLC March 2012 - Present
Ivy Asset Management June 2010 - March 2012
Ivy Asset Management July 2003 - June 2010
Merrill Lynch 2000 - 2003
Skadden Arps August 1998 - June 2000
Arthur Andersen 1994 - 1995
Education
University of Pennsylvania Law School 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1990 — 1994
CastleLine Holdings, LLC March 2012 - Present
Ivy Asset Management June 2010 - March 2012
Ivy Asset Management July 2003 - June 2010
Merrill Lynch 2000 - 2003
Skadden Arps August 1998 - June 2000
Arthur Andersen 1994 - 1995
Education
University of Pennsylvania Law School 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1990 — 1994
Robyn Bedil's Merrill Lynch Experience 2006 - 2008
Job Director at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch 2006 - Present
Merrill Lynch 2006 - 2008
Citigroup 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
BA, Economics
Hopkins High School 1995 — 1998
Bank of America Merrill Lynch 2006 - Present
Merrill Lynch 2006 - 2008
Citigroup 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
BA, Economics
Hopkins High School 1995 — 1998
Arif Shiliwala's Merrill Lynch Experience 2007 - Present
Job Credit Trader
Industry Investment Banking
Experience
Merrill Lynch 2007 - Present
Education
University of Pennsylvania - The Wharton School
Merrill Lynch 2007 - Present
Education
University of Pennsylvania - The Wharton School
Demetrios Tsipras's Merrill Lynch Experience July 1997 - January 2010
Job Managing Principal at Seventh Capital
Industry Financial Services
Experience
Seventh Capital May 2013 - Present
ORIX February 2010 - May 2013
Merrill Lynch July 1997 - January 2010
Education
University of Pennsylvania - The Wharton School
Seventh Capital May 2013 - Present
ORIX February 2010 - May 2013
Merrill Lynch July 1997 - January 2010
Education
University of Pennsylvania - The Wharton School
Henry A. Feldman Jr.'s Merrill Lynch Experience 1968 - 1973
Job Author at Theaskbook.com
Industry Marketing and Advertising
Experience
Theaskbook.com August 2007 - Present
Theaskbook.com 2007 - Present
Concord Asset Management LLC 1987 - 2007
The Feldman Investment Group 1977 - 1997
Smith Barney 1973 - 1977
Merrill Lynch 1968 - 1973
Skills
Marketing, Advertising, Small Business, Customer Service, Sales, Public Speaking, Sales Management, Business Strategy, Training, Healthcare, Copy Editing, Blogging, Investments, Marketing Strategy, Public Relations, Entrepreneurship, Social Networking, Marketing Communications
Education
U. of Chicago Graduate School of Business 1963 — 1973
Attended, Economics and Marketing
University of Pennsylvania - The Wharton School 1958 — 1962
B.S. in Economics '62, Pre-law
Theaskbook.com August 2007 - Present
Theaskbook.com 2007 - Present
Concord Asset Management LLC 1987 - 2007
The Feldman Investment Group 1977 - 1997
Smith Barney 1973 - 1977
Merrill Lynch 1968 - 1973
Skills
Marketing, Advertising, Small Business, Customer Service, Sales, Public Speaking, Sales Management, Business Strategy, Training, Healthcare, Copy Editing, Blogging, Investments, Marketing Strategy, Public Relations, Entrepreneurship, Social Networking, Marketing Communications
Education
U. of Chicago Graduate School of Business 1963 — 1973
Attended, Economics and Marketing
University of Pennsylvania - The Wharton School 1958 — 1962
B.S. in Economics '62, Pre-law
Ryan Asato's Merrill Lynch Experience July 1994 - April 2000
Job Director CLO & MBS Research at Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Will Shieh's Merrill Lynch Experience October 2011 - October 2014
Job Financial Advisor at Pinnacle Investment Advisors
Industry Financial Services
Experience
Merrill Lynch October 2011 - October 2014
Morgan Stanley Smith Barney June 2010 - October 2011
Hudson Advisors, LLC October 2009 - June 2010
GSC Group September 2005 - November 2008
DRW Trading Group July 2003 - March 2005
Skills
Hedge Funds, Asset Management
Education
University of Pennsylvania 1999 — 2003
BS in Economics, Finance and Accounting
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Merrill Lynch October 2011 - October 2014
Morgan Stanley Smith Barney June 2010 - October 2011
Hudson Advisors, LLC October 2009 - June 2010
GSC Group September 2005 - November 2008
DRW Trading Group July 2003 - March 2005
Skills
Hedge Funds, Asset Management
Education
University of Pennsylvania 1999 — 2003
BS in Economics, Finance and Accounting
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Esther Rajavelu's Merrill Lynch Experience 2006 - February 2009
Job Equity Research Analyst, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2014 - Present
Ernst & Young Capital Advisors 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2006 - February 2009
Towers Perrin 2001 - 2004
JPMorgan 2000 - 2001
Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare and Finance
Wesleyan University 1996 — 2000
Bachelors, Economics and Government
Deutsche Bank 2014 - Present
Ernst & Young Capital Advisors 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2006 - February 2009
Towers Perrin 2001 - 2004
JPMorgan 2000 - 2001
Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare and Finance
Wesleyan University 1996 — 2000
Bachelors, Economics and Government
Lucy Sun's Merrill Lynch Experience June 2007 - August 2007
Job Manager, Online Merchandising at Abercrombie & Fitch
Industry Apparel & Fashion
Experience
Abercrombie & Fitch 2014 - Present
Abercrombie & Fitch February 2013 - Present
Abercrombie & Fitch February 2011 - February 2013
Abercrombie & Fitch August 2009 - February 2011
Abercrombie & Fitch August 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Etrade Financial June 2006 - August 2006
Skills
Trend Analysis, Retail, Merchandising, Fashion, Marketing, Tops, Trend, Apparel, Trend Forecasting, Knitwear, Social Media, Product Development
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Management, Marketing
Abercrombie & Fitch 2014 - Present
Abercrombie & Fitch February 2013 - Present
Abercrombie & Fitch February 2011 - February 2013
Abercrombie & Fitch August 2009 - February 2011
Abercrombie & Fitch August 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Etrade Financial June 2006 - August 2006
Skills
Trend Analysis, Retail, Merchandising, Fashion, Marketing, Tops, Trend, Apparel, Trend Forecasting, Knitwear, Social Media, Product Development
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Management, Marketing
Scott Zavack, CFA's Merrill Lynch Experience March 2010 - Present
Job Director, Alternative Investments Due Diligence at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2010 - Present
Chatham Asset Management July 2009 - March 2010
Ivy Asset Management August 2000 - January 2009
HSBC January 2000 - July 2000
Republic National Bank June 1998 - December 1999
Skills
Due Diligence, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Corporate Finance, Credit, Fixed Income, Investments, Mutual Funds, Relative Value, Capital Markets
Education
University of Pennsylvania - The Wharton School 1994 — 1998
1998, Finance, Accounting
Merrill Lynch March 2010 - Present
Chatham Asset Management July 2009 - March 2010
Ivy Asset Management August 2000 - January 2009
HSBC January 2000 - July 2000
Republic National Bank June 1998 - December 1999
Skills
Due Diligence, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Corporate Finance, Credit, Fixed Income, Investments, Mutual Funds, Relative Value, Capital Markets
Education
University of Pennsylvania - The Wharton School 1994 — 1998
1998, Finance, Accounting
David L. Rosenberg's Merrill Lynch Experience April 2008 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Ihor Szeremeta, CFA's Merrill Lynch Experience July 1993 - September 1998
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock, Inc. 2006 - Present
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch July 1993 - September 1998
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
BlackRock, Inc. 2006 - Present
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch July 1993 - September 1998
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
Christopher L. Hudson, CIMA's Merrill Lynch Experience March 2006 - March 2013
Job Financial Planning & Investment Management Professional
Industry Investment Management
Experience
Christopher L. Hudson Consulting, LLC August 2014 - Present
Morgan Stanley March 2013 - July 2014
Merrill Lynch March 2006 - March 2013
Wells Fargo Advisors October 1997 - March 2006
Smith Barney, Inc. April 1995 - November 1997
PNC May 1994 - April 1995
Skills
Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Pensions, Series 7, Concentrated Stock..., Employee Stock Options, Qualified Retirement..., Equities, Financial Planning, Retirement, Rule 144 Restricted..., Cash Flow Forecasting, Hedge Funds, Options, 401k Rollovers, Fixed Income, Alternative Investments, Structured Products, Series 63
Education
Wharton School of Business; University of Pennsylvania 2007 — 2008
Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
Christopher L. Hudson Consulting, LLC August 2014 - Present
Morgan Stanley March 2013 - July 2014
Merrill Lynch March 2006 - March 2013
Wells Fargo Advisors October 1997 - March 2006
Smith Barney, Inc. April 1995 - November 1997
PNC May 1994 - April 1995
Skills
Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Pensions, Series 7, Concentrated Stock..., Employee Stock Options, Qualified Retirement..., Equities, Financial Planning, Retirement, Rule 144 Restricted..., Cash Flow Forecasting, Hedge Funds, Options, 401k Rollovers, Fixed Income, Alternative Investments, Structured Products, Series 63
Education
Wharton School of Business; University of Pennsylvania 2007 — 2008
Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
Ahsen Khan's Merrill Lynch Experience June 2010 - September 2011
Job Analyst at Sage Rock Capital
Industry Financial Services
Experience
Sage Rock Capital October 2013 - Present
Perella Weinberg Partners October 2011 - October 2013
Merrill Lynch June 2010 - September 2011
Skills
Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance
Sage Rock Capital October 2013 - Present
Perella Weinberg Partners October 2011 - October 2013
Merrill Lynch June 2010 - September 2011
Skills
Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance
Anna Kaminskaya, CFA's Merrill Lynch Experience July 2005 - September 2012
Job Vice President Equity Research Analyst at Bank of America Merrill Lynch
Industry Research
Experience
Bank of America Merrill Lynch September 2012 - Present
Merrill Lynch July 2005 - September 2012
Citigroup July 2003 - June 2005
Citi June 2002 - August 2002
Skills
Financial Modeling, Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Private Equity, Fixed Income, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (BS), Finance/Accounting
St. Clares 1997 — 1999
Bank of America Merrill Lynch September 2012 - Present
Merrill Lynch July 2005 - September 2012
Citigroup July 2003 - June 2005
Citi June 2002 - August 2002
Skills
Financial Modeling, Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Private Equity, Fixed Income, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (BS), Finance/Accounting
St. Clares 1997 — 1999
Esther Mills's Merrill Lynch Experience 2000 - 2006
Job President, Accounting Policy Plus
Industry Accounting
Experience
Accounting Policy Plus 2009 - Present
Morgan Stanley 2006 - 2009
Merrill Lynch 2000 - 2006
JPMorgan Chase 1994 - 1998
JPMorgan Chase 1994 - 1998
KPMG 1985 - 1994
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance, Accounting
Accounting Policy Plus 2009 - Present
Morgan Stanley 2006 - 2009
Merrill Lynch 2000 - 2006
JPMorgan Chase 1994 - 1998
JPMorgan Chase 1994 - 1998
KPMG 1985 - 1994
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance, Accounting
Gregg Feinstein's Merrill Lynch Experience 1986 - 1991
Job Managing Director/CoHead of M&A at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Belynda Pleasants Stewart's Merrill Lynch Experience 1985 - 1991
Job Realtor at Coldwell Banker Preferred
Industry Real Estate
Experience
Coldwell Banker Preferred May 2002 - Present
Cresap, Inc. November 1995 - Present
Kidder Peabody May 1991 - 1996
Merrill Lynch 1985 - 1991
Philadelphia Saving Fund Society (PSFS) October 1976 - March 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
North Caroline State University
Bachelor's degree, Sociology, Mathematics, Philosophy
Coldwell Banker Preferred May 2002 - Present
Cresap, Inc. November 1995 - Present
Kidder Peabody May 1991 - 1996
Merrill Lynch 1985 - 1991
Philadelphia Saving Fund Society (PSFS) October 1976 - March 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
North Caroline State University
Bachelor's degree, Sociology, Mathematics, Philosophy
Eric Brodwin's Merrill Lynch Experience October 2005 - June 2009
Job Chief Investment Officer, Congress Park Capital LLC
Industry Financial Services
Experience
Congress Park Capital LLC June 2009 - Present
Merrill Lynch October 2005 - June 2009
UBS Wealth Management October 2003 - October 2005
Forza Corp. September 1998 - October 2003
Holberg Industries January 1996 - July 1998
TM Capital January 1994 - May 1995
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Mergers & Acquisitions, Consulting, Investment Banking, Finance, Analysis
Education
University of Pennsylvania - The Wharton School
Congress Park Capital LLC June 2009 - Present
Merrill Lynch October 2005 - June 2009
UBS Wealth Management October 2003 - October 2005
Forza Corp. September 1998 - October 2003
Holberg Industries January 1996 - July 1998
TM Capital January 1994 - May 1995
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Mergers & Acquisitions, Consulting, Investment Banking, Finance, Analysis
Education
University of Pennsylvania - The Wharton School
Ben Maldonado, LEED AP's Merrill Lynch Experience 1986 - 1999
Job Managing Member at Leonardo LLC
Industry Real Estate
Experience
Leonardo LLC January 2000 - Present
Consolidated Green Services November 2007 - August 2011
Consolidated Green Services 2005 - 2010
Nextreme Ventures January 2000 - July 2002
LogicTree Corporation 2000 - 2002
Merrill Lynch 1986 - 1999
Skills
New Business Development, Negotiation, Public Speaking, Business Development, Contract Negotiation, Management, Entrepreneurship, Business Strategy, Sales, Marketing Strategy, Strategic Planning, Social Media, Risk Management, Fundraising, Project Management, Account Management, Program Management, Strategic Partnerships, Marketing, Customer Service, Budgets, Online Advertising, Training, Coaching, Salesforce.com, Investments, Management Consulting, Financial Analysis, Go-to-market Strategy, Due Diligence, Nonprofits, Strategy, Valuation, Advertising, Real Estate, Capital, Competitive Analysis, Public Relations, Start-ups, Social Media Marketing, Venture Capital, Corporate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. in Economics, Finance & Entrepreneurial Management, Magna Cum Laude
DeMatha Catholic High School 1978 — 1982
Leonardo LLC January 2000 - Present
Consolidated Green Services November 2007 - August 2011
Consolidated Green Services 2005 - 2010
Nextreme Ventures January 2000 - July 2002
LogicTree Corporation 2000 - 2002
Merrill Lynch 1986 - 1999
Skills
New Business Development, Negotiation, Public Speaking, Business Development, Contract Negotiation, Management, Entrepreneurship, Business Strategy, Sales, Marketing Strategy, Strategic Planning, Social Media, Risk Management, Fundraising, Project Management, Account Management, Program Management, Strategic Partnerships, Marketing, Customer Service, Budgets, Online Advertising, Training, Coaching, Salesforce.com, Investments, Management Consulting, Financial Analysis, Go-to-market Strategy, Due Diligence, Nonprofits, Strategy, Valuation, Advertising, Real Estate, Capital, Competitive Analysis, Public Relations, Start-ups, Social Media Marketing, Venture Capital, Corporate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. in Economics, Finance & Entrepreneurial Management, Magna Cum Laude
DeMatha Catholic High School 1978 — 1982
Gideon Shiffman's Merrill Lynch Experience 2006 - 2008
Job Analyst at Blue Ridge Capital
Industry Investment Management
Experience
Blue Ridge Capital 2014 - Present
Luxor Capital 2012 - 2014
Davidson Kempner Capital Management June 2011 - August 2011
Highside Capital Management January 2011 - May 2011
Mount Kellett Capital Management June 2010 - July 2010
Normandy Real Estate Partners 2008 - May 2010
Merrill Lynch 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Value Investing
Blue Ridge Capital 2014 - Present
Luxor Capital 2012 - 2014
Davidson Kempner Capital Management June 2011 - August 2011
Highside Capital Management January 2011 - May 2011
Mount Kellett Capital Management June 2010 - July 2010
Normandy Real Estate Partners 2008 - May 2010
Merrill Lynch 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Value Investing
Dana Barrett's Merrill Lynch Experience March 2000 - June 2002
Job Head of Media Programs at Google
Industry Entertainment
Experience
Google June 2012 - Present
Google January 2010 - May 2012
McKinsey & Co September 2006 - December 2009
ISO Healthcare Consulting September 2002 - February 2004
Merrill Lynch March 2000 - June 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare Management
Princeton University 1995 — 1999
BSE, Chemical engineering
Google June 2012 - Present
Google January 2010 - May 2012
McKinsey & Co September 2006 - December 2009
ISO Healthcare Consulting September 2002 - February 2004
Merrill Lynch March 2000 - June 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare Management
Princeton University 1995 — 1999
BSE, Chemical engineering
Amanda Barhite Carter, CFA's Merrill Lynch Experience 1986 - 1988
Job Portfolio Manager at Parametric Clifton
Industry Investment Management
Experience
Parametric Clifton November 2013 - Present
The Clifton Group September 2004 - October 2013
Global Markets Consultants Ltd October 1994 - June 2004
J.P. Morgan July 1990 - January 1994
Merrill Lynch 1986 - 1988
Skills
Investment Banking, Bonds, Equities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Asset Management, Risk Management, Fixed Income
Education
Wharton Business School 1988 — 1990
MBA, Finance
Yale University 1982 — 1986
Bachelor of Arts, Economics
Horace Greeley High School
Parametric Clifton November 2013 - Present
The Clifton Group September 2004 - October 2013
Global Markets Consultants Ltd October 1994 - June 2004
J.P. Morgan July 1990 - January 1994
Merrill Lynch 1986 - 1988
Skills
Investment Banking, Bonds, Equities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Asset Management, Risk Management, Fixed Income
Education
Wharton Business School 1988 — 1990
MBA, Finance
Yale University 1982 — 1986
Bachelor of Arts, Economics
Horace Greeley High School
sharon sevrens's Merrill Lynch Experience 1998 - 2001
Job Proprietor at Amanti Vino
Industry Wine and Spirits
Experience
Amanti Vino October 2005 - Present
Merrill lynch 1998 - 2001
Mercer Management Consulting September 1994 - August 1997
Skills
Sales Management, Wine Tasting, Wine, Sales, Event Management, Winemaking, Retail, Negotiation, Entrepreneurship, Food Pairing, Business Strategy, Wineries, Marketing Strategy, Marketing, Business Development, Business Planning, Alcoholic Beverages, Strategic Planning, Marketing Communications, Beer, New Business Development, Strategy, Champagne, Food, Start-ups, Product Development, Public Relations, Social Media, Mergers & Acquisitions, Beverage Industry, Brand Development, Brand Management, Competitive Analysis, E-commerce, Market Research, Marketing Management, Online Marketing, Pricing, Product Marketing, Small Business, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1990 — 1994
BS, Economics
Amanti Vino October 2005 - Present
Merrill lynch 1998 - 2001
Mercer Management Consulting September 1994 - August 1997
Skills
Sales Management, Wine Tasting, Wine, Sales, Event Management, Winemaking, Retail, Negotiation, Entrepreneurship, Food Pairing, Business Strategy, Wineries, Marketing Strategy, Marketing, Business Development, Business Planning, Alcoholic Beverages, Strategic Planning, Marketing Communications, Beer, New Business Development, Strategy, Champagne, Food, Start-ups, Product Development, Public Relations, Social Media, Mergers & Acquisitions, Beverage Industry, Brand Development, Brand Management, Competitive Analysis, E-commerce, Market Research, Marketing Management, Online Marketing, Pricing, Product Marketing, Small Business, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1990 — 1994
BS, Economics
Daniel Levene's Merrill Lynch Experience April 2004 - October 2008
Job Private Equity
Industry Financial Services
Experience
Citigroup November 2009 - August 2010
Rafferty Capital Markets March 2009 - November 2009
Merrill Lynch April 2004 - October 2008
Deustche Bank October 2002 - January 2004
Goldman Sachs August 1990 - February 2002
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1990
Bachelor of Science (B.S.), Economics
Vestal High School 1983 — 1986
High School
Citigroup November 2009 - August 2010
Rafferty Capital Markets March 2009 - November 2009
Merrill Lynch April 2004 - October 2008
Deustche Bank October 2002 - January 2004
Goldman Sachs August 1990 - February 2002
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1990
Bachelor of Science (B.S.), Economics
Vestal High School 1983 — 1986
High School
Inna Rudsky's Merrill Lynch Experience May 2008 - August 2008
Job Senior Manager, Strategy and Business Development at Comcast
Industry Entertainment
Experience
Comcast July 2015 - Present
Comcast June 2014 - August 2014
HSBC Global Banking and Markets March 2013 - June 2013
HSBC Global Banking and Markets July 2010 - February 2013
Wells Fargo July 2009 - June 2010
Merrill Lynch May 2008 - August 2008
BlackRock May 2007 - May 2008
Skills
Investment Banking, Capital Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Double Major in Strategic Management and Operations
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Double Major in Finance and General Accounting
Comcast July 2015 - Present
Comcast June 2014 - August 2014
HSBC Global Banking and Markets March 2013 - June 2013
HSBC Global Banking and Markets July 2010 - February 2013
Wells Fargo July 2009 - June 2010
Merrill Lynch May 2008 - August 2008
BlackRock May 2007 - May 2008
Skills
Investment Banking, Capital Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Double Major in Strategic Management and Operations
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Double Major in Finance and General Accounting
Ekin Aridag's Merrill Lynch Experience June 2007 - August 2007
Job Sr. Manager at GEP Worldwide
Industry Management Consulting
Experience
GEP Worldwide August 2015 - Present
Turk MBA December 2013 - Present
The Wharton School August 2013 - May 2015
Unite Strategic Communications Consultancy June 2014 - August 2014
GEP Worldwide January 2013 - May 2013
GEP Worldwide January 2012 - December 2012
Global eProcure September 2010 - December 2011
AKDO Intertrade September 2008 - September 2010
Merrill Lynch June 2007 - August 2007
HSBC Bank August 2006 - August 2006
Skills
Procurement, Supply Chain, Sales, Inventory Management, Marketing, Market Research, Pricing, Turkish, Microsoft Excel, Customer Service, Finance, Materials Management, Business Strategy, Management, Business Development, Strategy
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Marketing, Strategic Management
Northwestern University - Weinberg College 2004 — 2008
Bachelor of Arts, Economics and Mathematics
St. George's Austrian High School 1996 — 2004
Mathematics Diploma
GEP Worldwide August 2015 - Present
Turk MBA December 2013 - Present
The Wharton School August 2013 - May 2015
Unite Strategic Communications Consultancy June 2014 - August 2014
GEP Worldwide January 2013 - May 2013
GEP Worldwide January 2012 - December 2012
Global eProcure September 2010 - December 2011
AKDO Intertrade September 2008 - September 2010
Merrill Lynch June 2007 - August 2007
HSBC Bank August 2006 - August 2006
Skills
Procurement, Supply Chain, Sales, Inventory Management, Marketing, Market Research, Pricing, Turkish, Microsoft Excel, Customer Service, Finance, Materials Management, Business Strategy, Management, Business Development, Strategy
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Marketing, Strategic Management
Northwestern University - Weinberg College 2004 — 2008
Bachelor of Arts, Economics and Mathematics
St. George's Austrian High School 1996 — 2004
Mathematics Diploma
Daniel Luckshire's Merrill Lynch Experience 1998 - 2008
Job EVP and Chief Financial Officer
Industry Executive Office
Experience
SIGA Technologies, Inc. 2011 - Present
Daniel J. Luckshire LLC 2009 - 2010
Merrill Lynch 1998 - 2008
USI Insurance Services 1995 - 1996
Price Waterhouse 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Strategic Management
Villanova University 1988 — 1992
BSA, Accounting
SIGA Technologies, Inc. 2011 - Present
Daniel J. Luckshire LLC 2009 - 2010
Merrill Lynch 1998 - 2008
USI Insurance Services 1995 - 1996
Price Waterhouse 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Strategic Management
Villanova University 1988 — 1992
BSA, Accounting
Ted Hardenbergh's Merrill Lynch Experience May 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Osram Sylvania September 2000 - April 2003
Mine Safety Appliances September 1994 - September 2000
Westinghouse Electric Company July 1985 - August 1994
Skills
Product Management, Cross-functional Team..., Competitive Analysis, Financial Modeling, Product Development, Financial Analysis, Strategic Financial..., Pricing, Forecasting, Product Marketing, Business Development, Six Sigma, Strategic Planning, Project Management, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Marketing
University of Pennsylvania 1980 — 1985
BS, Mechanical Engineering
University of Pennsylvania - The Wharton School 1980 — 1985
BS Econ, Entrepreneurial Management
Phillips Exeter Academy 1977 — 1980
Merrill Lynch May 2003 - Present
Osram Sylvania September 2000 - April 2003
Mine Safety Appliances September 1994 - September 2000
Westinghouse Electric Company July 1985 - August 1994
Skills
Product Management, Cross-functional Team..., Competitive Analysis, Financial Modeling, Product Development, Financial Analysis, Strategic Financial..., Pricing, Forecasting, Product Marketing, Business Development, Six Sigma, Strategic Planning, Project Management, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Marketing
University of Pennsylvania 1980 — 1985
BS, Mechanical Engineering
University of Pennsylvania - The Wharton School 1980 — 1985
BS Econ, Entrepreneurial Management
Phillips Exeter Academy 1977 — 1980
Adam Triglia's Merrill Lynch Experience May 2008 - September 2008
Job Associate Vice President at Circle Squared Alternative Investments
Industry Financial Services
Experience
Circle Squared Alternative Investments August 2014 - Present
SICA Wealth Management May 2010 - Present
Merrill Lynch May 2008 - September 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS in Economics, Management
Circle Squared Alternative Investments August 2014 - Present
SICA Wealth Management May 2010 - Present
Merrill Lynch May 2008 - September 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS in Economics, Management
Gavin Brackenridge's Merrill Lynch Experience September 2002 - May 2007
Job Realtor at Barbara Cleary's Realty Guild
Industry Real Estate
Experience
Barbara Cleary's Realty Guild April 2010 - Present
Steel Homes, LLC May 2007 - 2012
Merrill Lynch September 2002 - May 2007
Deutsche Bank 1998 - 2003
Gavin Brackenridge & Co. Inc April 1975 - April 2000
Barclay Investments, Inc. February 1992 - March 1998
McDonnell & Co. NY Inc 1980 - 1992
National Home Settlers 1971 - 1980
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Real Estate, Strategic Planning, Investment Banking, Mutual Funds, Financial Modeling, Bloomberg, Private Equity, Fundraising, Asset Managment, ETFs, Series 63, Series 7, Venture Capital, Securities, Financial Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1965 — 1971
BSE, International Business
Salisbury School 1960 — 1964
Riverdale Country School
Barbara Cleary's Realty Guild April 2010 - Present
Steel Homes, LLC May 2007 - 2012
Merrill Lynch September 2002 - May 2007
Deutsche Bank 1998 - 2003
Gavin Brackenridge & Co. Inc April 1975 - April 2000
Barclay Investments, Inc. February 1992 - March 1998
McDonnell & Co. NY Inc 1980 - 1992
National Home Settlers 1971 - 1980
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Real Estate, Strategic Planning, Investment Banking, Mutual Funds, Financial Modeling, Bloomberg, Private Equity, Fundraising, Asset Managment, ETFs, Series 63, Series 7, Venture Capital, Securities, Financial Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1965 — 1971
BSE, International Business
Salisbury School 1960 — 1964
Riverdale Country School
Jonathan Sockol's Merrill Lynch Experience May 2008 - July 2008
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
DocPronto (Formerly LifeCycle) August 2014 - Present
The Scholar Athlete Fund June 2012 - Present
Wall St. Trivia June 2008 - Present
Lindsay Goldberg July 2012 - July 2014
BofA Merrill Lynch July 2010 - June 2012
BofA Merrill Lynch July 2009 - June 2010
Merrill Lynch May 2008 - July 2008
Skills
Venture Capital, Strategy, Entrepreneurship, M&A experience, Emerging Markets, Alternative Investments, Business Strategy, Management Consulting, Financial Institutions, Start-ups, Strategic Planning, Portfolio Management, Leveraged Finance, Finance, Fixed Income, Analytics, Financial Structuring, Asset Management, Series 7, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
BS Economics, Finance, Legal Studies
Thomas S. Wootton High School 2001 — 2005
DocPronto (Formerly LifeCycle) August 2014 - Present
The Scholar Athlete Fund June 2012 - Present
Wall St. Trivia June 2008 - Present
Lindsay Goldberg July 2012 - July 2014
BofA Merrill Lynch July 2010 - June 2012
BofA Merrill Lynch July 2009 - June 2010
Merrill Lynch May 2008 - July 2008
Skills
Venture Capital, Strategy, Entrepreneurship, M&A experience, Emerging Markets, Alternative Investments, Business Strategy, Management Consulting, Financial Institutions, Start-ups, Strategic Planning, Portfolio Management, Leveraged Finance, Finance, Fixed Income, Analytics, Financial Structuring, Asset Management, Series 7, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
BS Economics, Finance, Legal Studies
Thomas S. Wootton High School 2001 — 2005
Erica Jang's Merrill Lynch Experience May 2013 - August 2013
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - February 2015
Wells Fargo Advisors, LLC August 2014 - October 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Penn Student Agencies September 2010 - May 2012
The Franklin Institute June 2010 - August 2010
TravelBrew, LLC April 2010 - August 2010
Solomon Stables August 2007 - August 2008
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Pacific American School
High School Diploma
Wells Fargo Advisors, LLC October 2014 - February 2015
Wells Fargo Advisors, LLC August 2014 - October 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Penn Student Agencies September 2010 - May 2012
The Franklin Institute June 2010 - August 2010
TravelBrew, LLC April 2010 - August 2010
Solomon Stables August 2007 - August 2008
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Pacific American School
High School Diploma
Bob Graham's Merrill Lynch Experience June 1999 - January 2009
Job Founding Partner and CEO for Great Lakes and Atlantic Wealth Management and Advisory Partners
Industry Investment Management
Experience
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
Suzanne M. Hazlett's Merrill Lynch Experience February 1997 - June 2003
Job President and Owner, Boulder Financial Alliance llc
Industry Financial Services
Experience
Boulder Financial Alliance, LLC / Raymond James Financial Services, Inc. July 2003 - Present
Wood River Valley Studio Tour, Inc. March 2013 - Present
Merrill Lynch February 1997 - June 2003
Skills
Wealth Management, Financial Planning, Insurance Planning, Retirement Income..., Retirement Planning, Investment Advisory, 401k Rollovers, IRA's, Asset Allocation, 401k, Investment Strategies, Long Term Care, Asset Management, Pensions
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Certified Investment Management Analyst™, Investment Management
Seattle University - Albers School of Business and Economics 1993 — 1996
Masters of Business Administration, Business Administration with an emphasis in Finance
University of Puget Sound 1990 — 1993
Bachelor of Arts, Biology / Pre-Med /Minor Degree: Art History
Boulder Financial Alliance, LLC / Raymond James Financial Services, Inc. July 2003 - Present
Wood River Valley Studio Tour, Inc. March 2013 - Present
Merrill Lynch February 1997 - June 2003
Skills
Wealth Management, Financial Planning, Insurance Planning, Retirement Income..., Retirement Planning, Investment Advisory, 401k Rollovers, IRA's, Asset Allocation, 401k, Investment Strategies, Long Term Care, Asset Management, Pensions
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Certified Investment Management Analyst™, Investment Management
Seattle University - Albers School of Business and Economics 1993 — 1996
Masters of Business Administration, Business Administration with an emphasis in Finance
University of Puget Sound 1990 — 1993
Bachelor of Arts, Biology / Pre-Med /Minor Degree: Art History
Sam Werther's Merrill Lynch Experience July 2012 - August 2012
Job Analyst
Industry Financial Services
Experience
BlackRock August 2014 - Present
Credit Suisse June 2013 - August 2013
RP Management Inc. January 2013 - May 2013
Merrill Lynch July 2012 - August 2012
Rechler Equity LLC June 2011 - August 2011
Dalton School June 2010 - August 2010
BLT Fish Restaurant – ESquared Hospitality Restaurant June 2009 - August 2009
Skills
Spanish, Word, Excel, PowerPoint, Photoshop
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major: Economic History, Minor: Urban Studies, Junior
Riverdale Country School 2004 — 2010
High School
BlackRock August 2014 - Present
Credit Suisse June 2013 - August 2013
RP Management Inc. January 2013 - May 2013
Merrill Lynch July 2012 - August 2012
Rechler Equity LLC June 2011 - August 2011
Dalton School June 2010 - August 2010
BLT Fish Restaurant – ESquared Hospitality Restaurant June 2009 - August 2009
Skills
Spanish, Word, Excel, PowerPoint, Photoshop
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major: Economic History, Minor: Urban Studies, Junior
Riverdale Country School 2004 — 2010
High School
Elaine Schuler's Merrill Lynch Experience July 1990 - March 1991
Job Vice President at Montgomery Investment Management, Inc.
Industry Investment Management
Experience
Montgomery Investment Management, Inc. December 2003 - Present
Highfields Capital April 1999 - March 2000
Bankers Trust Company April 1991 - February 1998
Merrill Lynch July 1990 - March 1991
Chemical Bank January 1988 - June 1990
Devon Systems International June 1987 - December 1987
Skills
Equities, Financial Analysis, Team Building, Data Analysis, Entrepreneurship, Analytics, Financial Services, Start-ups, Finance, Strategic Partnerships
Education
Wharton School, University of Pennsylvania 1983 — 1987
BS, Finance/Economics
Montgomery Investment Management, Inc. December 2003 - Present
Highfields Capital April 1999 - March 2000
Bankers Trust Company April 1991 - February 1998
Merrill Lynch July 1990 - March 1991
Chemical Bank January 1988 - June 1990
Devon Systems International June 1987 - December 1987
Skills
Equities, Financial Analysis, Team Building, Data Analysis, Entrepreneurship, Analytics, Financial Services, Start-ups, Finance, Strategic Partnerships
Education
Wharton School, University of Pennsylvania 1983 — 1987
BS, Finance/Economics
Christopher Unrath's Merrill Lynch Experience 1988 - 1991
Job Managing Partner at CapitalSpring
Industry Investment Management
Experience
CapitalSpring October 2005 - Present
Merrill Lynch 1988 - 1991
Skills
Capital Raising, Financial Structuring, Private Equity, Asset Management, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
CapitalSpring October 2005 - Present
Merrill Lynch 1988 - 1991
Skills
Capital Raising, Financial Structuring, Private Equity, Asset Management, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Samuel Hood's Merrill Lynch Experience 1995 - 2001
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
Maksim Morgaylo's Merrill Lynch Experience September 2009 - January 2010
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
Office of Budget and Management Analysis, University of Pennsylvania September 2010 - May 2014
Simon-Kucher & Partners June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Paul Bernard & Associates March 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Skills
Management, Market Research, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Research, Economics, Corporate Finance, Valuation, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Management, Marketing, Finance
Hunter College High School
The Boston Consulting Group July 2014 - Present
Office of Budget and Management Analysis, University of Pennsylvania September 2010 - May 2014
Simon-Kucher & Partners June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Paul Bernard & Associates March 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Skills
Management, Market Research, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Research, Economics, Corporate Finance, Valuation, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Management, Marketing, Finance
Hunter College High School
Deborah Tait Riley's Merrill Lynch Experience June 1997 - April 2000
Job Pension Administrator at Associated Benefit Planners
Industry Financial Services
Experience
Associated Benefit Planners December 2013 - Present
First Savings Retirement Services November 2012 - December 2013
The Friendship Home 2003 - 2007
Merrill Lynch June 1997 - April 2000
various consulting companies June 1985 - March 2000
First Union National Bank December 1996 - June 1997
Aon April 1994 - December 1995
Sedgwick Noble Lowndes January 1991 - November 1993
Skills
Customer Service, Microsoft Word, Microsoft Excel, Qualified Retirement..., Typing, Proofreading, Profit Sharing, Employee Benefits, Pensions, Access
Education
University of Pennsylvania
Bachelor of Business Administration (BBA), 3.55
University of Pennsylvania - The Wharton School
BBA, Business Administration and Management, General
Associated Benefit Planners December 2013 - Present
First Savings Retirement Services November 2012 - December 2013
The Friendship Home 2003 - 2007
Merrill Lynch June 1997 - April 2000
various consulting companies June 1985 - March 2000
First Union National Bank December 1996 - June 1997
Aon April 1994 - December 1995
Sedgwick Noble Lowndes January 1991 - November 1993
Skills
Customer Service, Microsoft Word, Microsoft Excel, Qualified Retirement..., Typing, Proofreading, Profit Sharing, Employee Benefits, Pensions, Access
Education
University of Pennsylvania
Bachelor of Business Administration (BBA), 3.55
University of Pennsylvania - The Wharton School
BBA, Business Administration and Management, General
Thomas Kraemer, Ph.D.'s Merrill Lynch Experience 2000 - 2002
Job CoFounder and Partner, Alloy Investments
Industry Financial Services
Experience
Alloy Investments 2012 - Present
Edward Kraemer and Sons, Inc and Kraemer Mining and Materials 1991 - Present
Merrill Lynch 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Finance, Statistical Modeling, Equity Research Analysis, Mining, Turn Around Management, Information Technology, Investment Banking, Building Bridges, Construction, Enterprise Software, Computer Hardware, Enterprise Storage, Mergers & Acquisitions, Investments, Venture Capital, Equity Research, Management, Strategy, Corporate Development, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Angel Investing, Corporate Finance, IPO, MIS, Trading, Executive Management, Equities, Entrepreneurship, Valuation, Economics, Start-ups
Education
Wharton School, University of Pennsylvania 1991 — 2004
Doctor of Philosophy (Ph.D.), Management Strategy and Entrepreneurship
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Economics and German Soviet Relations
Alloy Investments 2012 - Present
Edward Kraemer and Sons, Inc and Kraemer Mining and Materials 1991 - Present
Merrill Lynch 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Finance, Statistical Modeling, Equity Research Analysis, Mining, Turn Around Management, Information Technology, Investment Banking, Building Bridges, Construction, Enterprise Software, Computer Hardware, Enterprise Storage, Mergers & Acquisitions, Investments, Venture Capital, Equity Research, Management, Strategy, Corporate Development, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Angel Investing, Corporate Finance, IPO, MIS, Trading, Executive Management, Equities, Entrepreneurship, Valuation, Economics, Start-ups
Education
Wharton School, University of Pennsylvania 1991 — 2004
Doctor of Philosophy (Ph.D.), Management Strategy and Entrepreneurship
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Economics and German Soviet Relations
Phillip Golub's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan May 2013 - August 2013
Cross Properties January 2013 - April 2013
PennLets January 2012 - March 2013
Studley, Inc May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, VBA, Java, Python, CMBS Research, Writing, Microsoft Powerpoint, Due Diligence, Bloomberg, PowerPoint, Real Estate, Market Research, Portfolio Management, Investments, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.)
Solomon Schechter School of Westchester 2008 — 2010
Riverdale Country School 2006 — 2008
J.P. Morgan May 2013 - August 2013
Cross Properties January 2013 - April 2013
PennLets January 2012 - March 2013
Studley, Inc May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, VBA, Java, Python, CMBS Research, Writing, Microsoft Powerpoint, Due Diligence, Bloomberg, PowerPoint, Real Estate, Market Research, Portfolio Management, Investments, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.)
Solomon Schechter School of Westchester 2008 — 2010
Riverdale Country School 2006 — 2008
James Stambaugh's Merrill Lynch Experience November 1983 - June 1986
Job Senior Vice President, Portfolio Manager Solutions Program at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Dylan Denman's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
GivingBackPacks December 2014 - July 2015
Education
University of Pennsylvania - The Wharton School 2015 — 2019
Ransom Everglades 2008 — 2015
High School
Merrill Lynch July 2015 - Present
GivingBackPacks December 2014 - July 2015
Education
University of Pennsylvania - The Wharton School 2015 — 2019
Ransom Everglades 2008 — 2015
High School
Lucille Meyer's Merrill Lynch Experience September 1990 - August 1993
Job M & A JPMorgan Chase
Industry Investment Management
Experience
Goldman Sachs June 2005 - August 2007
Goldman Sachs August 2003 - June 2005
Goldman Sachs February 2000 - August 2003
Goldman Sachs October 1998 - February 2000
Morgan Stanley May 1995 - October 1998
Merrill Lynch September 1990 - August 1993
Merrill Lynch May 1990 - August 1990
Skills
Structured Finance, Equity Derivatives, Credit Derivatives, Interest Rate Risk..., Interest Rate Swaps, Econometrics, Economic Modeling, Basel II, Mergers & Acquisitions, Business Strategy, VBA, Microsoft Excel, Matlab, C++ Language, Java, Python, Bond Pricing, Client Development, Tax Law, US GAAP
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA), 3.97
University of Chicago 1986 — 1990
Bachelor's degree (BSc), Economics, 3.88
Cheltenham Ladies' College
Grade School
Goldman Sachs June 2005 - August 2007
Goldman Sachs August 2003 - June 2005
Goldman Sachs February 2000 - August 2003
Goldman Sachs October 1998 - February 2000
Morgan Stanley May 1995 - October 1998
Merrill Lynch September 1990 - August 1993
Merrill Lynch May 1990 - August 1990
Skills
Structured Finance, Equity Derivatives, Credit Derivatives, Interest Rate Risk..., Interest Rate Swaps, Econometrics, Economic Modeling, Basel II, Mergers & Acquisitions, Business Strategy, VBA, Microsoft Excel, Matlab, C++ Language, Java, Python, Bond Pricing, Client Development, Tax Law, US GAAP
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA), 3.97
University of Chicago 1986 — 1990
Bachelor's degree (BSc), Economics, 3.88
Cheltenham Ladies' College
Grade School
Eric Federman's Merrill Lynch Experience 1992 - 2003
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 2003 - Present
Merrill Lynch 1992 - 2003
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, General
Kingswood Oxford 1982 — 1988
Credit Suisse 2003 - Present
Merrill Lynch 1992 - 2003
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, General
Kingswood Oxford 1982 — 1988
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank