Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Jennifer D'Alto Jennifer D'Alto Pompano Beach, Florida Details
Jennifer D'Alto's Merrill Lynch Experience January 1999 - September 2009
Job Information Security Consultant at TruSec Consulting LLC
Industry Computer & Network Security
Experience
TruSec Consulting LLC   January 2015 - Present
Merrill Lynch   January 1999 - September 2009
STACI (Saisha Technology and Circuits International)   August 2006 - August 2007
Nations Bank\Bank of America  April 1993 - August 1994

Skills
Financial Services, Information Security, Office Management, Security, Training, Finance, Analysis, Management, Risk Assessment, Risk Management, Networking, Sarbanes-Oxley Act, Banking

Education
University of Phoenix
Business Administration and Management, General

William Im William Im Philadelphia, Pennsylvania Details
William Im's Merrill Lynch Experience July 2009 - June 2011
Job MBA Candidate, The Wharton School
Industry Investment Management
Experience
Strategic Value Partners  January 2013 - May 2014
Apax Partners  July 2011 - December 2012
Merrill Lynch   July 2009 - June 2011
Moore Capital Management  December 2006 - October 2007

Skills
Financial Modeling, Leveraged Finance, Principal Investing, Investment Valuation, Credit Analysis, Business Strategy, Global Human Resources..., Valuation

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (MBA), Major in Strategic Management, Concentration in Law

New York University, Stern School of Business   2005 — 2009
B.S., Finance, Accounting

Ron Darbouze Ron Darbouze Dallas/Fort Worth Area Details
Ron Darbouze's Merrill Lynch Experience July 2007 - August 2009
Job Senior Associate at Invitation Homes
Industry Financial Services
Experience
Invitation Homes  September 2013 - Present
TPG Capital  April 2010 - September 2013
Merrill Lynch   July 2007 - August 2009
Merrill Lynch   July 2006 - July 2007
Delaware Investments  June 2005 - August 2005
Commerce Capital Markets  June 2004 - August 2004

Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Asset Managment, Capital Markets, Securities

Education
University of Pennsylvania - The Wharton School   2002 — 2006
Bachelor of Science in Economics, Concentration in Marketing

Christopher Shore Christopher Shore Bronxville, New York Details
Christopher Shore's Merrill Lynch Experience August 2005 - Present
Job Windows System Administrator
Industry Computer Software
Experience
Merrill Lynch   August 2005 - Present

Skills
Windows Server, Active Directory, Disaster Recovery, Servers, VMware ESX

Education
University of Phoenix   2004 — 2007
Bachelor of Science (B.S.), Information Technology

Jim Deats Jim Deats Jacksonville, Florida Area Details
Jim Deats's Merrill Lynch Experience June 1986 - January 2010
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2011 - Present
Merrill Lynch Bank of America  January 2010 - January 2011
Merrill Lynch   June 1986 - January 2010

Skills
Mutual Funds, Alternative Investments, Financial Services, Securities, Series 7, Trading, Equities, Portfolio Management, Finance, Risk Management, Options, Business Analysis, Hedge Funds, Wealth Management, Fixed Income, Vendor Management, Asset Management, Management

Education
Massachusetts Institute of Technology   2011 — 2014
Executive Education Operations and Technology

University of Pennsylvania - The Wharton School   2006 — 2008

Saint John's University   1983 — 1986
BS, Management / Finance

Josh Barenbaum Josh Barenbaum Greater New York City Area Details
Josh Barenbaum's Merrill Lynch Experience 2007 - 2009
Job
Industry Venture Capital & Private Equity
Experience
Eaton Partners, LLC  February 2012 - Present
Kayne Anderson Capital Advisors  2011 - 2012
Versa Capital Management  2009 - 2011
Merrill Lynch   2007 - 2009
Booz Allen Hamilton  2003 - 2005

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

Fulbright Scholarship   2002 — 2003
Fulbright Scholar

Yale University   1997 — 2001
B.A., Political Science

Germantown Friends

David Huner David Huner Toledo, Ohio Details
David Huner's Merrill Lynch Experience October 2009 - January 2010
Job CEO & Founder
Industry Financial Services
Experience
Focus Financial Group of the Great Lakes, Convergence College Planning   January 2010 - Present
Merrill Lynch   October 2009 - January 2010
Bank of America  October 2008 - October 2009
LaSalle Financial Services  September 2002 - October 2008

Skills
College Education..., Wealth and Wisdom..., Wealth Management..., Social Security..., Retirement Planning, Finance, Financial Advisory, Retirement, Wealth Management, Financial Services, Portfolio Management, Investment Advisory, Insurance, Investment Strategies, Securities, Mutual Funds, Investments

Education
University of Phoenix   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Sierra Tellez Sierra Tellez Dallas, Texas Details
Sierra Tellez's Merrill Lynch Experience October 2014 - Present
Job Professional Clothier
Industry Retail
Experience
Q Clothier / Rye 51  June 2015 - Present
Merrill Lynch   October 2014 - Present
Merrill Lynch   January 2008 - Present

Skills
Series 7, FINRA, Retirement Planning, Securities, Investment Advisory, Thompson One, Uniform Combined State..., Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, 401k, IRAs, Equities, Financial Advisory, Financial Services

Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration and Management, General

Susan Heuer Susan Heuer Houston, Texas Area Details
Susan Heuer's Merrill Lynch Experience 1985 - Present
Job Managing Director, CFP, CIMA, CRPC
Industry Investment Management
Experience
Merrill Lynch   1985 - Present
Allied Bank of Texas (now Wells Fargo)   1973 - 1985

Skills
Series 7, Series 63, Series 65, Securities

Education
University of Wisconsin-Madison   1970 — 1971
mba finance

University of Wisconsin-Madison   1967 — 1970
BS, anthropology/biology

Washington senior high school   1963 — 1967

University of Pennsylvania - The Wharton School
CIMA, finance

Sang H. Kim Sang H. Kim Milwaukee, Wisconsin Details
Sang H. Kim's Merrill Lynch Experience October 1998 - January 2000
Job Region President at Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2014 - Present
Wells Fargo Bank  April 2009 - April 2014
Wells Fargo Bank  August 2008 - April 2009
Wells Fargo Bank  August 2007 - August 2008
Wells Fargo Bank  April 2005 - July 2007
Wells Fargo Bank  March 2003 - April 2005
Golden One, Inc.   January 2000 - June 2004
Alpha Analytics, LLC   March 2002 - March 2003
ING Investment Management  March 2001 - March 2002
Merrill Lynch   October 1998 - January 2000

Skills
Series 7, Banking, Credit, Loans, Finance, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Retail Banking, Commercial Lending

Education
University of Pennsylvania - The Wharton School   1993 — 1997
BS, Finance & Multinational Management

Sean Edkins Sean Edkins Scottsdale, Arizona Details
Sean Edkins's Merrill Lynch Experience March 2003 - June 2005
Job Director, CIMA, Asset & Wealth Management Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  November 2013 - Present
ProShare Advisors, LLC  July 2008 - November 2013
State Street  July 2005 - August 2008
Merrill Lynch   March 2003 - June 2005
Barclays Global Investors  June 2000 - July 2003
Prudential Financial  April 1999 - July 2000
ING  1995 - 1998
SunAmerica Financial Group  April 1992 - June 1995

Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management

Education
School of Hard Knocks   1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits

University of Pennsylvania - The Wharton School   2002 — 2002
CIMA, Investment Management Analysis

Orange County   1985 — 1987
AS, Business, Marketing

Kate Motz Kate Motz Greater New York City Area Details
Kate Motz's Merrill Lynch Experience 2000 - 2003
Job Integrative Nutrition Coach at Integrative Wellness Advisors
Industry Internet
Experience
Integrative Wellness Advisors   2013 - Present
NJ MomsGuide   May 2008 - June 2012
Merrill Lynch   2000 - 2003

Skills
SEO, Small Business, Public Relations, Social Media Marketing, Online Advertising, Start-ups, Marketing, Event Planning, Entrepreneurship, WordPress, Web Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Social Media, Email Marketing, Public Speaking, Event Management, New Business Development, Moms, Advertising, Social Networking, Customer Service, Blogging, Wellness, Nutrition

Education
Institute for Integrative Nutrition   2012 — 2013
Certified Holistic Health Coach, Integrative Nutrition

University of Phoenix
Master of Business Administration (MBA)

Steven Bowes Steven Bowes Greater Denver Area Details
Steven Bowes's Merrill Lynch Experience December 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2013 - Present
University of Phoenix  August 2011 - Present
Apollo Education Group  May 2012 - November 2013
Apollo Education Group  July 2010 - May 2012
Apollo Education Group  May 2004 - July 2010

Skills
Admissions, Student Recruiting, Student Financial Aid, Leadership, Enrollment Management, Adult Education, Retaining Customers, Campus, Staff Development, Distance Learning, Academic Administration, Career Counseling, Training, Student Affairs, Leadership Development, Higher Education, Coaching, Management, College Recruiting, Time Management, Public Speaking, Academic Advising, Instructional Design, Resume Writing, E-Learning, Higher Education..., Student Development, Career Development, Student Engagement, Student Counseling, CampusVue, Teaching, Curriculum Design, Academia, Faculty Development, Curriculum Development, Conflict Resolution, Educational Leadership, College Teaching, Critical Thinking, University Teaching, Workshop Facilitation

Education
Western International University   2008 — 2009
MBA, Finance, 3.96

University of Phoenix   2004 — 2007
BS Business, Finance

kurt muller kurt muller New York, New York Details
kurt muller's Merrill Lynch Experience March 2005 - June 2010
Job Director, North America Global Lab at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  April 2012 - Present
Citi Private Bank  July 2010 - April 2012
Merrill Lynch   March 2005 - June 2010
Advest, Inc.   April 1998 - February 2005
Massachusetts Educational Finance Authority   May 1994 - February 1998

Skills
Investments, Wealth Management, Series 7, Hedge Funds, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Series 24, Alternative Investments, Equities, Fixed Income, Asset Managment, Asset Management, Portfolio Management, Financial Advisory

Education
Wharton School, University of Pennsylvania
bachelor of science, accounting & decision science

dover-sherborn high school

Jennifer (Jennifer Ricketts Huntley) Maxwell Jennifer (Jennifer Ricketts Huntley) Maxwell Billings, Montana Details
Jennifer (Jennifer Ricketts Huntley) Maxwell's Merrill Lynch Experience 1998 - 2006
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Self-employed  2009 - 2012
Merrill Lynch   1998 - 2006
Assorted Hair Salons from private to Company   1988 - 1998
Huntley Green Nusery   1987 - 1992

Skills
Connecting with people

Education
University of Phoenix   2012 — 2014
BS of Management, Business Administration and Management, General, 3.5

Juan Sanabria Juan Sanabria Greater New York City Area Details
Juan Sanabria's Merrill Lynch Experience November 2006 - July 2010
Job US REIT Equity Research Analyst
Industry Financial Services
Experience
Bank of America  May 2013 - Present
Bank of America Merrill Lynch  July 2010 - April 2013
Merrill Lynch   November 2006 - July 2010
Zimmer Lucas Partners  January 2005 - July 2006
Goldman Sachs  October 2000 - January 2005
Donaldson, Lufkin & Jenrette   July 1999 - October 2000

Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments

Education
University of Pennsylvania - The Wharton School   1995 — 1999
Bachelors of Science, Finance

Pine Crest School

Kim Pillar Kim Pillar New York, New York Details
Kim Pillar's Merrill Lynch Experience 1987 - 2008
Job SVP, Head of Human Resources
Industry Financial Services
Experience
Lenox Advisors  September 2011 - Present
Lenox Foundation   June 2013 - Present
HRMA  August 2009 - December 2011
Consultant  2009 - September 2011
Merrill Lynch   1987 - 2008
Merrill Lynch   2003 - 2005
Merrill Lynch   2001 - 2003
Merrill Lynch   1998 - 2001
Merrill Lynch   1995 - 1998
Merrill Lynch   1992 - 1995

Skills
Deferred Compensation, Talent Management, Recruiting, Human Resources, Change Management, Diversity & Inclusion, Wealth Management, Talent Acquisition, Leadership Development, Succession Planning, Compensations, Employee Relations, HR Policies, Financial Services, Employee Benefits, Strategic Planning, Performance Management, Coaching, Leadership, Workforce Planning, Employee Engagement, HR Consulting, Management, Organizational Design, Insurance, HRIS, Employment Law, Organizational..., Mergers & Acquisitions, Finance, Onboarding, Strategy

Education
University of Phoenix
B.S., Business Management

University of Phoenix
M.M., Human Resources

Phillip T. Williams Phillip T. Williams Winter Haven, Florida Details
Phillip T. Williams's Merrill Lynch Experience April 2002 - September 2006
Job Human Resources Consultant Looking for new career opportunities
Industry Financial Services
Experience
West Angeles Church of God in Christ  January 2000 - Present
Love Center Ministries   October 2006 - July 2010
Merrill Lynch   April 2002 - September 2006
Merrill Lynch   August 2000 - March 2002
Merrill Lynch   November 1999 - July 2000
Merrill Lynch   January 1999 - October 1999
Merrill Lynch   April 1996 - December 1998
Merrill Lynch   February 1995 - March 1996
Merrill Lynch   July 1992 - January 1995
Merrill Lynch   December 1987 - June 1992

Skills
Leadership, Training, Performance Management, Leadership Development, Employee Relations, Organizational..., Change Management, Management, Talent Management, Recruiting, Human Resources, Operations Management, Coaching, Employee Benefits, Customer Service, Strategic Planning, Personnel Management, Supervisory Experience, Employee Recognition, Succession Planning, Nonprofits, Interviews, Career Development, Customer Satisfaction, Business Strategy, Time Management, Non-profits, Emotional Intelligence, Conflict Resolution, Organizational..., Negotiation, Employee Engagement, Talent Acquisition, Financial Services, Strategic Partnerships, Risk Management, Mentoring, Compliance, Organizational Change, Communication Skills, Interpersonal Skill, Public Speaking, Workshop Facilitation, Onboarding, Customer Relations, Client Relations Skills, Interviewing Skills, Strategic Thinking, Strong Business Acumen, Strategy

Education
Villanova University   2015 — 2016
Master's Degree, Human Resources Development

University of Phoenix   2012 — 2014
Bachelor's Degree, Human Resource Management

University of Phoenix   2010 — 2012
Associate's Degree, Foundations of Business

Polk State College   1980 — 1981
General Education

Will Mooney Will Mooney Greater New York City Area Details
Will Mooney's Merrill Lynch Experience June 2011 - August 2011
Job Private Equity Associate at KarpReilly, LLC
Industry Venture Capital & Private Equity
Experience
KarpReilly, LLC   September 2015 - Present
Financo, Inc.   July 2013 - September 2015
JHP  September 2010 - May 2013
Financo, Inc.   June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Skills
Microsoft Excel, Strategic Planning, Data Analysis, Economics, Corporate Finance, PowerPoint, Investment Banking, Valuation, Financial Modeling

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science (B.S.), Finance

Friends Academy   2007 — 2009

Pine Crest School   2005 — 2007

Vina Prajapati Vina Prajapati Englewood Cliffs, New Jersey Details
Vina Prajapati's Merrill Lynch Experience September 2013 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present
PwC  July 2013 - July 2013
PwC  July 2012 - August 2012

Education
University of Pennsylvania - The Wharton School
Entrepreneurship and Finance

Bergen Academies   2010 — 2014

Manish Mehta, CFA, CFP Manish Mehta, CFA, CFP Raleigh-Durham, North Carolina Area Details
Manish Mehta, CFA, CFP's Merrill Lynch Experience February 2005 - November 2008
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   March 2013 - Present
UBS Financial Services, Inc.   November 2008 - February 2013
Merrill Lynch   February 2005 - November 2008
Morgan Stanley  2001 - 2005

Education
CFA Institute
CFA

University of Pennsylvania - The Wharton School

Louis Zahner, CFA Louis Zahner, CFA Philadelphia, Pennsylvania Details
Louis Zahner, CFA's Merrill Lynch Experience December 2001 - February 2003
Job Real Estate Development and Finance
Industry Real Estate
Experience
Zahner Development   2002 - Present
HFF  May 2012 - April 2013
Marcus & Millichap  February 2003 - July 2004
Merrill Lynch   December 2001 - February 2003

Skills
Real Estate, CFA Level III Candidate, Chartered Financial..., Corporate Finance, Financial Modeling, Valuation, Investments, Asset Management, Private Equity, Portfolio Management, Due Diligence, Real Estate Economics, Real Estate Development, Disposition, Brokerage

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2013
MBA, Finance & Accounting, 3.96

University of Pennsylvania   1997 — 2001
B.A., English

Wharton School, University of Pennsylvania   1997 — 2001
B.S., Economics

Sanjay Sharma Sanjay Sharma Greater New York City Area Details
Sanjay Sharma's Merrill Lynch Experience 1999 - 2002
Job Chief Risk Officer, Global Arbitrage and Trading, RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets  October 2007 - Present
Tomorrow's Genius   September 2007 - Present
GreenPoint Global  2002 - Present
RBC -- Hass Fellowship Program, University of California at Berkeley   August 2011 - Present
EDHEC Business School  September 2013 - Present
Natixis Capital Markets  2002 - 2007
Merrill Lynch   1999 - 2002
Goldman Sachs  1996 - 1999
Moody's Investors Service  1993 - 1996
Citicorp  1989 - 1993

Skills
Capital Markets, Financial Structuring, Debt, Hedge Funds, Equities

Education
New York University - Leonard N. Stern School of Business   1992 — 2001
Ph.D., Finance

University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance

Cherie Sanchez Cherie Sanchez Jacksonville, Florida Details
Cherie Sanchez's Merrill Lynch Experience 2013 - Present
Job Regulation Reporting at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2013 - Present
Merrill Lynch   November 2009 - January 2013
Merrill Lynch   March 2006 - November 2009
Centennial Wireless  April 2000 - April 2004

Skills
Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Wealth Management, Fixed Income, Financial Analysis, Investment Banking, Asset Management, Retirement Planning, Margin, Options, Foreign Exchange, Currency Exchange

Education
University of Phoenix   2012 — 2016
Bachelor of Science (BS), Sustainability Enterprise Management

Kristen Wilcox Jaros Kristen Wilcox Jaros Austin, Texas Details
Kristen Wilcox Jaros's Merrill Lynch Experience 2000 - 2001
Job Director, Product Management, Crimson Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company  August 2014 - Present
Civitas Learning  October 2013 - April 2014
Double Line Inc.  2009 - 2013
Michael & Susan Dell Foundation  2005 - 2007
San Diego Unified School District  2003 - 2005
ThinkEquity Partners  2001 - 2002
Merrill Lynch   2000 - 2001
The Robinson-Humphrey Company  1997 - 2000

Skills
Project Management, Product Management, Strategy, Educational Technology, Education Reform, Consulting, Finance

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

University of Virginia
Bachelor of Science (B.S.), Accounting

Nichole Kim Nichole Kim Philadelphia, Pennsylvania Details
Nichole Kim's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at The Wharton School
Industry
Experience
ICV Partners, LLC   June 2015 - August 2015
Coller Capital  October 2012 - June 2014
Cain Brothers & Company, LLC   October 2010 - October 2012
Bank of America Merrill Lynch  January 2010 - September 2010
Merrill Lynch   June 2008 - August 2008

Skills
Private Equity, Financial Modeling, Valuation, Investments, LBO, Investment Banking, Mergers & Acquisitions, Alternative Investments, Due Diligence, Financial Analysis, Data Analysis, Capital Markets

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Wharton School   2005 — 2009
Bachelor of Science in Economics, Finance

Krisa Park Krisa Park Greater Los Angeles Area Details
Krisa Park's Merrill Lynch Experience 2000 - 2005
Job Senior Associate and Executive Recruiter at Korn/Ferry International
Industry Staffing and Recruiting
Experience
Korn/Ferry International  February 2010 - Present
Boston Consulting Group  2007 - 2008
Merrill Lynch   2000 - 2005

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

University of Southern California - Marshall School of Business   1996 — 2000
BS, Marketing and Finance

Kotesh Tummala Kotesh Tummala San Francisco Bay Area Details
Kotesh Tummala's Merrill Lynch Experience April 2003 - February 2005
Job Senior Consultant at PayPal
Industry Computer Software
Experience
PayPal  June 2014 - Present
Intuit  January 2013 - May 2014
Trulia  2009 - January 2013
Kaiser Permanente  September 2008 - December 2009
Visa International  May 2008 - September 2008
Riverside Publishing  February 2007 - May 2008
Visa International  April 2006 - February 2007
Cisco Systems  February 2005 - April 2006
Merrill Lynch   April 2003 - February 2005
Holden Motors, Australia   October 2002 - April 2003

Skills
Test Automation, System Testing, LoadRunner, Quality Center, Selenium, Test Planning, Subversion, Testing, Test Automation..., Core java, QTP, Scrum, XML, Regression Testing, Core Java, Agile Methodologies, HP Quality Center, HP QTP, Test Management, Manual Testing

Education
University of Phoenix   2006 — 2007
Master of Science, Information Systems

Spencer Hanus Spencer Hanus Greater New York City Area Details
Spencer Hanus's Merrill Lynch Experience September 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2015 - Present
NYU Stern School of Business  October 2014 - Present
Senior Snapshots   March 2012 - Present
Alpine Meridian, Inc.   June 2015 - August 2015
Atlantic Health  June 2014 - August 2014
Boy Scouts of America  October 2009 - July 2014

Skills
Microsoft Office, Microsoft Excel, Leadership, Project Management, Nonprofits, Fundraising, Program Development, Public Speaking, Equity Trading, Photography, Photoshop, Graphic Design, Team Leadership, Management, Training, Public Relations, Social Media, Event Planning, Healthcare Management, Medical Billing, HIPAA, Marketing

Education
New York University - Leonard N. Stern School of Business   2014 — 2018
Bachelor's Degree, Finance and Financial Management Services

Morris Catholic High School   2010 — 2014
High School, 4.14/4.0

University of Pennsylvania - The Wharton School   2013 — 2013
Leadership in the Business World (LBW)

Solomon Cole Solomon Cole Greater New York City Area Details
Solomon Cole's Merrill Lynch Experience 2004 - 2004
Job Associate Merchant Banking Group at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  August 2013 - Present
Ridgemont Equity Partners  May 2012 - July 2012
The Riverside Company  September 2007 - June 2011
Harris Williams & Co.   July 2005 - July 2007
Merrill Lynch   2004 - 2004

Skills
Private Equity, LBO, Financial Modeling, Due Diligence, Corporate Finance, Investments, M&A experience, Investment Banking, Corporate Development, Strategy, Financial Analysis, Business Valuation, Equities, Growth Capital, Leveraged Finance, Valuation

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Healthcare Management

Wake Forest University   2000 — 2005
Bachelor of Science & Master of Science, Finance, Accounting

Scotty Williams Scotty Williams Wichita, Kansas Details
Scotty Williams's Merrill Lynch Experience July 2007 - June 2009
Job Vice President at Leslie Rudd Investment Company
Industry Venture Capital & Private Equity
Experience
Leslie Rudd Investment Company  July 2014 - Present
Vail Resorts  June 2009 - July 2014
Merrill Lynch   July 2007 - June 2009

Education
University of Pennsylvania - The Wharton School   2001 — 2007
BS, Economics

John Hallen John Hallen Greater New York City Area Details
John Hallen's Merrill Lynch Experience 1999 - 2003
Job Retired at Retired
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   February 2014 - Present
Oppenheimer & Co.   April 2007 - February 2014
Merrill Lynch   1999 - 2003
Morgan Stanley  1986 - 1999

Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7

Education
University of Pennsylvania - The Wharton School   1967 — 1969
MBA

Wake Forest University   1961 — 1965
Bachelor of Arts (B.A.), Economics

Sandra Vilan Sandra Vilan Greater New York City Area Details
Sandra Vilan's Merrill Lynch Experience February 2005 - March 2012
Job Compliance Officer at ICAP Corporates LLC
Industry Financial Services
Experience
ICAP CORPORATES LLC   December 2013 - Present
TD Securities (USA) LLC   February 2013 - December 2013
ADP Broker-Dealer, Inc   May 2012 - July 2012
Merrill Lynch   February 2005 - March 2012
The Bank of New York  December 2001 - January 2005
Merrill Lynch, Pierce, Fenner & Smith, Inc   April 1999 - June 2001

Skills
Compliance, Regulatory Requirements, Organizational..., Equities, Investments, FINRA, Hedge Funds, Securities

Education
University of Phoenix   2003 — 2006
Master of Business Administration, Business and Marketing

The State University   1992 — 1996
Bachelor of Arts, Political Science and Government

Paralegal Program   1990 — 1992
Ft. Lauderdale College, Paralegal Program

Helen Tong Helen Tong San Francisco, California Details
Helen Tong's Merrill Lynch Experience April 2014 - June 2015
Job Treasury Services Senior Advisor at Merrill Lynch
Industry Banking
Experience
Morgan Stanley  June 2015 - Present
Merrill Lynch   April 2014 - June 2015
Bank of America  May 2013 - April 2014
Bank of America  October 2012 - May 2013
Bank of America  September 2010 - October 2012
Bank of America  February 2008 - September 2010

Skills
Employee Training, Customer Service, Team Building, Leadership, Customer Experience, Process Improvement, Sales Management, Strategic Planning, Business Development, Event Planning, Public Speaking, Business Planning, Talent Acquisition, Social Networking, Hands-on Training, Performance Management, Training, Loans, Banking, Retail, Credit

Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology

University of Phoenix
Master of Business Administration (M.B.A.)

Safiya Sampson Safiya Sampson Orlando, Florida Area Details
Safiya Sampson's Merrill Lynch Experience May 1994 - May 2000
Job Quality Assurance Specialist & On Floor Supervisor at Aon Hewitt
Industry Consumer Services
Experience
Aon Hewitt  February 2014 - Present
State of Florida  October 2012 - October 2013
Aon Hewitt  April 2011 - October 2012
www.transactionmanagementconsultants.com   April 2010 - April 2011
Keller Williams Realty  April 2006 - September 2008
Concord Management  June 2003 - March 2004
SPRINT PCS  September 2000 - September 2001
Merrill Lynch   May 1994 - May 2000

Skills
Project Management, Real Estate, Customer Service, Marketing, Budgets, Facebook, Interviews, Management, Public Speaking, Leadership, Outlook, Training, Customer Satisfaction, Team Building

Education
University of Phoenix   2004 — 2009
Bachelors, Business Management

Jeremy Minsky Jeremy Minsky Chatsworth, California Details
Jeremy Minsky's Merrill Lynch Experience December 2005 - December 2006
Job Senior Business Development Manager at National Glatt Tzali's Food Group and Distribution
Industry Retail
Experience
National Glatt - Tzali's Food Group and Distribution   February 2015 - Present
Retail and Business Development Consulting   October 2013 - Present
99 Cents Only Stores  January 2014 - October 2014
Vons/Pavilions Supermarket   April 2011 - January 2014
Towelmate, Inc   February 2010 - April 2011
Fresh & Easy Neighborhood Market  August 2007 - July 2010
Merrill Lynch   December 2005 - December 2006
Albertsons Supermarket   July 1996 - December 2004

Skills
Sales, Merchandising, Retail, Grocery, Customer Service, Payroll, Store Operations, New Store Openings, New Store Launches, Profit, Leadership, Management, Inventory Management, Inventory Control, Store Management, Employee Relations, Visual Merchandising, People Development, Planograms, POS, Big Box, Shrinkage, Cross-functional Team..., Income Statement, P&L, Loss Prevention, Driving Results, CPFR, Multi-unit, Multi-Unit

Education
University of Phoenix   2004 — 2006
Bachelor of Science, Business Administration, Economics-Finance

Kathy Gibbs Kathy Gibbs Greater Denver Area Details
Kathy Gibbs's Merrill Lynch Experience March 1996 - March 1997
Job Product Manager at Solarwinds, formally Confio Software.
Industry Financial Services
Experience
Confio Software  July 2011 - July 2013
IPsoft  June 2011 - July 2011
ProBuild Holdings  January 2011 - June 2011
OppenheimerFunds  May 2006 - December 2010
The Sports Authority  June 2003 - May 2006
ICG Communications  1997 - 2003
CH2M HILL  March 1997 - December 1997
Merrill Lynch   March 1996 - March 1997

Skills
Data Warehousing, Oracle, ETL, SQL Tuning, Oracle RAC, Oracle E-Business Suite, Databases, PL/SQL, Data Modeling, Database Administration, Performance Tuning, Oracle HR, Business Intelligence, Unix, Database Design, High Availability, Disaster Recovery, Enterprise Architecture, Replication

Education
University of Phoenix   1997 — 1999
BSIS, Information Systems

Louis Wolfowitz Louis Wolfowitz Greater New York City Area Details
Louis Wolfowitz's Merrill Lynch Experience 1986 - 1994
Job Head of Corporate Finance & Investment Banking at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield  2004 - Present
Cushman & Wakefield Securities, Inc.   2004 - Present
GE Capital  1998 - 2004
Donaldson, Lufkin & Jenrette   1996 - 1997
Smith Barney  1994 - 1996
Merrill Lynch   1986 - 1994

Skills
Valuation, Debt, Due Diligence, Real Estate, Private Equity, Financial Modeling, Structured Finance, Capital Markets, Investments, Mergers

Education
University of Pennsylvania - The Wharton School   1988 — 1990
MBA, Finance, Real Estate

Vassar College   1982 — 1986
A.B., Economics

Stuyvesant High School   1978 — 1982

Birch Wathen   1972 — 1978

Pamela A. Pjura - Actively seeking a New Role Pamela A. Pjura - Actively seeking a New Role Greater New York City Area Details
Pamela A. Pjura - Actively seeking a New Role's Merrill Lynch Experience April 2000 - February 2002
Job SME Audit Compliance Regulatory Risk
Industry Financial Services
Experience
The Hole in the Wall Gang Camp  January 2013 - Present
Deutsche Bank  September 2013 - Present
TD Bank Group  February 2012 - December 2012
Various Financial Companies   January 2008 - December 2012
Mizuho Capital Markets  January 2007 - December 2007
Citi  February 2005 - August 2006
GE, Unilever, JPMorgan Chase & Deutsche Bank (Consultant with Spherion and Starpoint Solutions)   March 2002 - December 2004
Merrill Lynch   April 2000 - February 2002
Zurich Capital Markets  January 1997 - April 2000

Skills
Risk Management, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Financial Services, Business Process..., Enterprise Risk..., Internal Controls, Auditing, Change Management, Governance, Management, Process Improvement, Banking, Leadership, Operational Risk..., Strategy, Human Resources, Regulatory Requirements, Compliance, Capital Markets, PMO, KYC, SDLC, Training, Accounting, Fixed Income, Middle Office, Cash Management, Quality Auditing, Operational Risk, Restructuring, Back Office, Business Continuity, IT Audit, SOX, Language Skills, Front Office, Financial Audits, Fraud, Software Documentation, Fraud Investigations, Cost Savings, Risk, Compliance Audits, Risk Mitigation, Financial Control, AML, Finance, Securities Regulation

Education
University of Phoenix   2003 — 2006
MA, Organizational Management

University of Phoenix   2001 — 2003
Bachelor's Degree, Accounting, 3.6

Lauralton Hall
Diploma, College Prep

Erica Slaughenhoup Erica Slaughenhoup Greater Denver Area Details
Erica Slaughenhoup's Merrill Lynch Experience February 2007 - October 2009
Job Office Administrator, Merrill Lynch
Industry Banking
Experience
Merrill Lynch   February 2007 - October 2009
Norgren  July 2005 - February 2007
INC  July 2005 - February 2007
AJ Robbins PC   July 2002 - April 2005
AJ Robbins   July 2002 - April 2005
AJ Robbins   July 2002 - April 2005
Levine, Hughes & Mithuen, LLC   December 1998 - June 2002
Hughes & Mithuen, Inc   December 1997 - June 2002

Education
University of Phoenix   2008 — 2010
BS/A, Bachelor in Business Administration

Mansfield Business College   1991 — 1992
Certificate, Office Automation Specialist

Seth Goldstein Seth Goldstein Philadelphia, Pennsylvania Details
Seth Goldstein's Merrill Lynch Experience September 2013 - May 2014
Job Student at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
Northeastern University Social Impact Council   February 2015 - May 2015
NU Student Government Association   September 2014 - May 2015
NU Center for Community Service   October 2014 - March 2015
Northeastern University Work Study   September 2014 - December 2014
Surprise Lake Camp  June 2014 - August 2014
Merrill Lynch   September 2013 - May 2014

Skills
Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, History, Stock Market, Mathematics, Leadership, Teaching, Macroeconomics, Financial Accounting, Multivariable Calculus, Vector Calculus, Microeconomics, Food Service, Fundraising, Social Media, Management, Teamwork, Research

Education
University of Pennsylvania - The Wharton School   2015 — 2018
Bachelor’s Degree, Accounting and Finance

Northeastern University   2014 — 2015
Bachelor’s Degree, Combined Major in Mathematics and Business Administration

Bergen County Academies, Academy for Medical Science and Technology   2010 — 2014
High School Diploma, Medicine

Ngoc Duong Ngoc Duong New York, New York Details
Ngoc Duong's Merrill Lynch Experience May 2013 - July 2013
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  June 2015 - Present
Credit Suisse  June 2014 - August 2014
Merrill Lynch   May 2013 - July 2013
Online Resources Corporation  May 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Marketing, Analysis, Market Research, Data Analysis, Microsoft Word, Leadership

Education
University of Pennsylvania - The Wharton School   2011 — 2015
B.S Economics, Finance, Operations and Information Management

Lisa Archinow Katz, CFA Senior Credit Risk Analyst Lisa Archinow Katz, CFA Senior Credit Risk Analyst Greater New York City Area Details
Lisa Archinow Katz, CFA Senior Credit Risk Analyst's Merrill Lynch Experience 1983 - 1985
Job Vice President, Underwriter, Credit Relationship and Portfolio Manager
Industry Banking
Experience
Flushing Bank  August 2013 - Present
Wells Fargo Bank, N.A.   June 2012 - August 2013
Mitsubishi UFJ Union Bank   2005 - 2012
Standard & Poor's   1992 - September 2005
EY  1991 - 1992
Deloitte  1989 - 1991
Bank of America  1985 - 1989
Merrill Lynch   1983 - 1985
Marriott International  June 1984 - August 1984
Wells Fargo  1981 - 1983

Skills
Counterparty Risk, Credit, Capital Markets, Banking, Ratings, Asset Management, Fixed Income, Financial Institutions, Credit Analysis, Securitization, Structured Finance, Credit Risk, Investment Banking, Debt, Bonds, Financial Markets, Capital Structure, Industry Analysis, Commercial Banking, Corporate Finance, Equities, Equity Research, Leveraged Finance, High Yield, Credit Cards, Management Consulting, Risk, Buy-side, ABS, Investments, Loans, Interest Rate Risk..., Credit Derivatives, Derivatives, Swaps, Cash Flow Forecasting, Credit Assessment, Portfolio Management, Fixed Income Products, Business Relationship..., Small Business Lending, Commercial Lending, Treasury Management, Cash Flow Lending, Secured Financing, Financial Structuring, Relationship Management, Underwriting, Financial Services, Asset Based Lending

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

The University of Chicago   1977 — 1981
BA in Economics with Honors, Minors: Mathematics, Statistics, Econometrics

Akiba Barrack Hebrew Academy   1971 — 1977
High School Diploma/College Prep, Bryn Mawr, PA

Joe Pearlman Joe Pearlman Greater New York City Area Details
Joe Pearlman's Merrill Lynch Experience April 1999 - April 2002
Job DevOps Professional
Industry Information Technology and Services
Experience
EMC  October 2013 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company   August 2008 - October 2013
Schering-Plough  December 2002 - August 2008
McKinsey & Company  June 2002 - December 2002
Merrill Lynch   April 1999 - April 2002
Lehman Brothers  July 1998 - March 1999
Prudential Insurance  November 1996 - June 1998
Spectrum Technology  July 1995 - November 1996
Renault Véhicules Industriels   1983 - 1983

Skills
DevOps, Code Management, SDLC, Maven, Software Configuration..., Jenkins, Linux, Subversion, Cloud Foundry, Github, Release Management, Git, GruntJS, Gradle, Change Management, System Development Life..., Dependency Management, Software Development..., Agile Application..., Source Code Management, Integration, JIRA, Configuration Management, Version Control Tools, Software Project..., Shell Scripting, Library Management, Software Deployment, SCM, Process Improvement, Ant, Testing, Cloud Computing, MS Project, Java, Software Development, Program Management, Visual Studio, Architectures, Eclipse, Oracle, Enterprise Architecture, Bash, Workflow Software, Project Management Plan, Visio, Software Development..., Mobile Application...

Education
University of Phoenix   2002 — 2004
M.S.

The Chubb Institute   1990 — 1990
Diploma

University of Rhode Island   1979 — 1983
B.S.

PJ LeJeune (Kes) PJ LeJeune (Kes) Greater New Orleans Area Details
PJ LeJeune (Kes)'s Merrill Lynch Experience April 2006 - October 2010
Job VP, Private Banker at Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A.   October 2010 - Present
Merrill Lynch   April 2006 - October 2010
Merrill Lynch   April 2001 - April 2006

Skills
Sales Management, Consultative Selling, Relationship Marketing, Wealth Management, Selling, Loans, Series 7, Mortgage Lending, Investments, Insurance

Education
Wharton School of Business   2008 — 2008
CIMA, Certified Investment Management Analyst

College for Financial Planning   2003 — 2005
CFP, Certified Financial Planning

Emory University   1995 — 1997
BA, Psychology, Economics

Oxford College of Emory University   1992 — 1995
AA, Liberal Arts

Jason Gruenbaum Jason Gruenbaum Los Angeles, California Details
Jason Gruenbaum's Merrill Lynch Experience 2006 - 2008
Job Managing Director at Hackman Capital
Industry Real Estate
Experience
Hackman Capital  July 2013 - Present
The Wharton School  August 2011 - May 2013
Lubert Adler  May 2012 - June 2012
Atalaya Capital Management  2012 - 2012
Hackman Capital Partners, LLC  August 2008 - July 2011
Merrill Lynch   2006 - 2008

Skills
Acquisitions, Business Development, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Private Equity, Valuation

Education
The Wharton School, University of Pennsylvania   2011 — 2013
MBA, Real Estate, Finance, Entrepreneurial Management

University of Southern California Law School   2004 — 2007
J.D., Real Estate & Finance

New York University - Leonard N. Stern School of Business   2001 — 2004
B.S., Finance, Accounting, Economics

Lisa (Chao) Zhang Lisa (Chao) Zhang Baltimore, Maryland Details
Lisa (Chao) Zhang's Merrill Lynch Experience 2007 - 2009
Job Valuation & Investment Analyst, FP&A
Industry Financial Services
Experience
Laureate International Universities  July 2014 - Present
Overseas Private Investment Corporation  May 2013 - July 2013
Investors' Circle  January 2013 - April 2013
Bank of America  2011 - 2012
Bank of America  2009 - 2011
Merrill Lynch   2007 - 2009
Pennsylvania Inter-Governmental Cooperation Authority   2006 - 2007
TFM Group - China (Previously Vantages & Associates)   2005 - 2005

Skills
Equities, Management Consulting, Business Strategy, Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Program Management, Business Development, Market Research, Due Diligence, Start-ups, Portfolio Management, Venture Capital

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Management and Finance

University of Pennsylvania - The Wharton School   2004 — 2008
B.S in Economics and B.A in Finance, Dual Degree Program

Gabriella A. Phelan Gabriella A. Phelan Greater New York City Area Details
Gabriella A. Phelan's Merrill Lynch Experience May 2011 - September 2012
Job ShredIt
Industry Consumer Services
Experience
Shred-it  March 2015 - Present
Kessem Foods   May 2010 - September 2013
Inserra Supermarkets  October 2009 - October 2012
Merrill Lynch   May 2011 - September 2012
Kessem Foods   July 2011 - August 2011

Skills
Retail, Food, Sales, Customer Service, Product Development, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Data Analysis, Management, Access, Leadership, Banking, Outlook, Business Analysis, Research, Team Leadership

Education
University of Phoenix   2013 — 2015
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations

Wood Ridge High School   2006 — 2010
Gen Ed

Miriam Martin Miriam Martin Allentown, Pennsylvania Area Details
Miriam Martin's Merrill Lynch Experience August 1980 - Present
Job Vice President, Administrative Manager with Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch   August 1980 - Present

Skills
Team Management, Team Leadership, Business Coaching, Administration, Employee Training, Creative Writing, Report Writing, Editing, Empathic Listening, Presentation Skills, Client Relations, Client Profiling, Leadership, Management, Wealth Management, Investments, Series 7, Equities, Finance, Portfolio Management, Financial Services, Securities

Education
University of Phoenix   2015 — 2017
Masters of Science, Psychology with a concentration in Industrial/Organizational Psychology

University of Phoenix   2012 — 2015
Bachelors of Science, Psychology, Honors Graduate, 3.91 GPA

Winnacunnet High School, Hampton, NH   1974 — 1978

Liz Leith Liz Leith Greater New York City Area Details
Liz Leith's Merrill Lynch Experience 1990 - Present
Job Executive Assistant at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  1990 - Present
Merrill Lynch   1990 - Present

Skills
Bloomberg, Fixed Income, Equities, Securities, Investment Banking

Education
University of Phoenix   2005 — 2008
Associate, Business

Janet DeGuzman Janet DeGuzman South San Francisco, California Details
Janet DeGuzman's Merrill Lynch Experience 2000 - 2004
Job Chief Operating Officer
Industry Wholesale
Experience
REG Trading Company   September 1990 - Present
Merrill Lynch   2000 - 2004

Skills
Strategic Planning, Operations Management, New Business Development, Contract Negotiation, Start-ups, Business Development, Business Strategy, Project Management, Team Building

Education
University of Phoenix   2007 — 2008
Master of Business Administration (MBA)

University of Phoenix   2001 — 2005
Bachelor of Science (B.S.), Business Management

Ramon Zepeda Ramon Zepeda Hermosa Beach, California Details
Ramon Zepeda's Merrill Lynch Experience September 2007 - December 2007
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
De La Rosa & Co.   2011 - 2014
Cabrera Capital Markets, LLC  2010 - 2011
Stone & Youngberg  2009 - 2010
Drink-In-A-Box (www.drinkinabox.com)   January 2008 - December 2008
Merrill Lynch   September 2007 - December 2007
Citi  June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales   May 2006 - June 2006
Kaiser Permanente  May 2005 - July 2005

Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Southern California   2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)

Loyola High School of Los Angeles   2000 — 2004

Donna Ransier Donna Ransier Greater Seattle Area Details
Donna Ransier's Merrill Lynch Experience February 2000 - August 2004
Job Vice President Information Technology at Seattle Metropolitan Credit Union
Industry Banking
Experience
Seattle Metropolitan Credit Union  April 2014 - Present
Kitsap Credit Union  August 2004 - April 2014
Merrill Lynch   February 2000 - August 2004
Kitsap Credit Union  May 1989 - February 2000

Skills
Disaster Recovery, Project Management, Management, Testing, Analysis, Budgets, Technical Support, Policy, Business Planning, Internal Audit, Information Technology, Help Desk Support, Data Center, IT Management, Business Process

Education
University of Phoenix   2009 — 2011
Bachelor of Science (BS), Management

University of Phoenix   2007 — 2009
Association of Arts in Business Management, Business Administration and Management, General

Barry Whitaker Barry Whitaker Ormond Beach, Florida Details
Barry Whitaker's Merrill Lynch Experience May 2006 - May 2015
Job Financial Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   May 2015 - Present
Merrill Lynch   May 2006 - May 2015
United States Air Force  April 1984 - July 2004

Skills
Series 63 – Uniform..., Series 65 – Uniform..., Life, Health and..., Chartered Retirement..., Series 7 – General..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Finance, Wealth, Financial Services, Customer Service, Leadership, Leadership Development, Management, Long-term Care, Securities, Series 7, Strategic Financial..., Strategy, Wealth Accumulation

Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General

Sandi Tevelow Sandi Tevelow Greater New York City Area Details
Sandi Tevelow's Merrill Lynch Experience July 2000 - June 2002
Job Vice President at Tenex Capital Management
Industry Financial Services
Experience
Tenex Capital Management  August 2010 - Present
MatlinPatterson Global Advisers  December 2003 - January 2009
Merrill Lynch   July 2000 - June 2002

Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Investments, Capital Markets, Venture Capital, Financial Analysis

Education
University of Pennsylvania - The Wharton School   1996 — 2000
BS, Finance, Spanish

University of Pennsylvania - The Wharton School   1996 — 2000
BSE, Finance, Spanish

Dwight Englewood High School

Andrea Cardwell Andrea Cardwell Columbus, Ohio Area Details
Andrea Cardwell's Merrill Lynch Experience April 2002 - June 2006
Job Supervision Brokerage Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
JPMorgan Chase  December 2012 - May 2014
JPMorgan Chase  June 2006 - November 2012
Merrill Lynch   April 2002 - June 2006
Custer Capital   January 1999 - January 2002
Prudential Securities, Inc  January 1995 - January 1999

Skills
Series 7, Investments, Series 63, Financial Services, Securities, Trading, Series 24, Series 53, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Finance, FINRA, Uniform Combined State...

Education
University of Phoenix   2010 — 2012
Masters, Management, 3.83 GPA

Neal Sperry Neal Sperry Tulsa, Oklahoma Area Details
Neal Sperry's Merrill Lynch Experience April 1984 - September 1994
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 1994 - Present
Merrill Lynch   April 1984 - September 1994

Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Financial Analysis, 401k Rollovers, Investment Strategies, IRAs, 401k, Mutual Funds, Securities, Retirement, Fixed Annuities, Tactical Asset..., ETFs, Wealth Accumulation, Investment Planning, Variable Annuities, Long Term Care Insurance, Qualified Retirement..., Trusts, Alternative Investments, Roth IRA, Retirement Plan..., Risk Management, Saving for Education, Bonds, College Savings Plans, Financial Goals, Certified Financial...

Education
University of Tulsa   1979 — 1983
Bachelor's degree, Finance, General

University of Phoenix   2000 — 2002
Master of Arts (M.A.), Organizational Management

Joseph A. Campbell Joseph A. Campbell Mineola, New York Details
Joseph A. Campbell's Merrill Lynch Experience July 2006 - April 2008
Job Clerical Support Associate (CSA)
Industry Hospital & Health Care
Experience
Winthrop-University Hospital  September 2012 - Present
NorthShore LIJ Medical Center   June 2012 - September 2012
Winthrop-University Hospital  February 2010 - May 2012
Merrill Lynch   July 2006 - April 2008
Royal Alliance Associates Inc. (Member AIG Advisor Group)   September 2000 - June 2006
AIG Royal Alliance  2000 - 2006

Skills
Public Speaking, Healthcare, Process Improvement, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Research, Call Center, Microsoft Office, Budgets, Hospitals, Sales, Management

Education
University of Phoenix   2009 — 2011
BS

University of Phoenix   2008 — 2011
Bachelor of Applied Science (BASc)

Young Jee Young Jee Greater New York City Area Details
Young Jee's Merrill Lynch Experience November 2005 - March 2006
Job MBA, The Wharton School
Industry Investment Management
Experience
Citadel LLC  June 2013 - August 2013
SAC Capital  August 2008 - January 2012
Morgan Stanley  July 2007 - August 2008
Morgan Stanley  June 2006 - August 2006
Merrill Lynch   November 2005 - March 2006
Weaver Capital Management   September 2004 - October 2005
MetLife Insurance Korea   June 2004 - August 2004

Skills
Hedge Funds, Financial Modeling, Valuation, Investment Banking, Bloomberg, Asset Managment, Equity Research, Private Equity, Equities, Capital Markets, Asset Management, Alternative Investments

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA)

New York University - Leonard N. Stern School of Business   2003 — 2007
Bachelors, Finance, Accounting, Minor in Psychology

Stephen Hatcher Stephen Hatcher Scottsdale, Arizona Details
Stephen Hatcher's Merrill Lynch Experience April 1993 - September 1999
Job SVP Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
UBS Wealth Management  September 1999 - February 2009
University of Phoenix  June 1995 - August 2007
School of Financial Planning   March 2000 - September 2000
Merrill Lynch   April 1993 - September 1999
Boeing Military   May 1986 - March 1992
Bell Helicopter  April 1984 - April 1986
Lockheed Martin  January 1980 - April 1984

Skills
Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Investments, Financial Advisory, Fixed Income, Equities, Bonds, Options, Financial Services, Capital Markets, Retirement, IRAs, 401k, Estate Investment..., Investment Planning, Risk Management, Strategic Planning, Tax Efficient Strategies, Wealth Planning...

Education
Arizona State University   1977 — 1979
BSME, Mechanical Engineering

University of Phoenix   1992 — 1995
Master of Business Administration (MBA), Corporate Finance

Barbara Fleming Barbara Fleming Raleigh-Durham, North Carolina Area Details
Barbara Fleming's Merrill Lynch Experience February 2002 - April 2009
Job Senior Vice President at Square 1 Bank
Industry Banking
Experience
Square 1 Bank  April 2009 - Present
John Avery Boys & Girls Club  2010 - Present
John Avery Boys & Girls Club  2011 - 2014
John Avery Boys & Girls Club  2011 - 2014
Merrill Lynch   February 2002 - April 2009
Wachovia  August 1998 - February 2002
comerica bank  September 1993 - August 1998
Comerica Bank  1993 - 1998

Skills
Venture Capital, Financial Services, Entrepreneurship, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Treasury Management, Portfolio Management, Credit, Banking, Underwriting, Equities, Series 7, Cash Management, Investments, Treasury Services, Securities Lending, Strategy, Financial Analysis, Finance, Leadership, Small Business Lending, Mergers & Acquisitions, Retail Banking, Private Equity, Risk Management, Management, Wealth Management, Securities, Asset Management, Credit Risk, Sales, Small Business, Wealth Management..., Series 63, Training

Education
John F Kennedy High School

University of Phoenix
B.S., Organizational Development

Eduardo DeSousa Eduardo DeSousa Greater New York City Area Details
Eduardo DeSousa's Merrill Lynch Experience September 2009 - Present
Job Business Technology Strategy and Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2009 - Present
Merrill Lynch   January 2006 - September 2009
Merrill Lynch   January 1993 - June 2006
GRAPHNET, INC  January 1991 - January 1993

Education
University of Phoenix
Bachelor, Bachelor in Business Information Systems

DeVry Technical Institute

Michael McCall, CIMA Michael McCall, CIMA Los Angeles, California Details
Michael McCall, CIMA's Merrill Lynch Experience August 1988 - May 1996
Job FeeOnly Investment Counsel and Fiduciary providing unbiased expert advice that is FarFromWallStreet
Industry Financial Services
Experience
Michael J.D. McCall, Inc.   July 2003 - Present
Michael J.D. McCall, Inc.   July 2003 - Present
RBC Dain Rauscher (Sutro & Co.)   May 1996 - July 2003
Merrill Lynch   August 1988 - May 1996

Skills
Wealth Management, Strategic Planning, Risk Management, Investment Advisory, Due Diligence, Estate Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Finance, Insurance

Education
University of Southern California - Marshall School of Business   1986 — 1988
Bachelor of Science, Business Administration

University of Pennsylvania - The Wharton School   1998 — 1999
CIMA Certification, Certified Investment Management Analyst - Investment Management Consultants Association

Scott Krochek Scott Krochek Greater New York City Area Details
Scott Krochek's Merrill Lynch Experience May 1999 - June 2001
Job
Industry Investment Management
Experience
Argo Partners  December 2008 - Present
Argo Partners  January 2005 - December 2008
Argo Partners  August 2001 - January 2005
Merrill Lynch   May 1999 - June 2001

Skills
Investments, Corporate Finance, Valuation, Portfolio Management, Securities, Analysis, Credit Analysis, Credit, Financial Markets, Bankruptcy, Insurance, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Trading, Executive Management, Distressed Debt, Bankrup, special situations

Education
University of Pennsylvania - The Wharton School   1996 — 2000
BS, Economics, concentration in Finance

Jericho High School

Victor Miller Victor Miller Greater Chicago Area Details
Victor Miller's Merrill Lynch Experience 1999 - 2000
Job Chief Financial Officer at Hycor Biomedical
Industry Biotechnology
Experience
Hycor Biomedical  August 2014 - Present
Neos Therapeutics  2009 - August 2014
Giles & Associates Consultancy   January 2008 - January 2009
Baxter  2005 - 2007
Baxter Healthcare  2002 - 2005
Baxter Healthcare  2000 - 2002
Merrill Lynch   1999 - 2000
BT Alex Brown  1996 - 1999
Prudential Insurance  1992 - 1995

Skills
Due Diligence, Mergers, Licensing, Private Equity, Investment Banking, Pharmaceutical Industry, Corporate Development, Medical Devices, Finance, Strategy, Start-ups, Venture Capital, Commercialization, Competitive Analysis, Acquisition Integration, Joint Ventures, Emerging Markets, Contract Negotiation, Business Strategy, Biotechnology, Financial Modeling, Strategic Planning, Technology Transfer, Venture Debt, Investment Management, Treasury, Operating Budgets, Leasing, Financial Audits, Capital Budgeting, Capital Equipment..., Manufacturing, Product Development, R&D funding, Clinical Development, Innovation, Oncology, Mergers & Acquisitions, Divestitures, M&A experience, Business Development

Education
University of Pennsylvania - The Wharton School   1988 — 1992

Martie D'Apice Martie D'Apice Greater New York City Area Details
Martie D'Apice's Merrill Lynch Experience July 1995 - May 2008
Job Partner at Mercury Capital Advisors
Industry Financial Services
Experience
Mercury Capital Advisors  September 2013 - Present
The Mt. Vernon Group   December 2009 - September 2013
Kingdon Capital  July 2008 - January 2009
Merrill Lynch   July 1995 - May 2008
Women's World Banking  May 1993 - July 1993
Salomon Brothers  February 1992 - April 1993
Paine Webber  June 1989 - February 1992

Skills
Equities, Alternative Investments, Hedge Funds, Strategy, Capital Markets, Investments, Private Equity, Management, Portfolio Management, Valuation, Asset Management, Commodity, Financial Modeling, Mergers & Acquisitions, Venture Capital

Education
University of Pennsylvania - The Wharton School   1993 — 1995
MBA

University of Pennsylvania - The Wharton School
MBA, Finance, General

Richard Wolfe Richard Wolfe Greater New York City Area Details
Richard Wolfe's Merrill Lynch Experience 1999 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  October 2006 - Present
Merrill Lynch   1999 - 2006

Education
University of Pennsylvania - The Wharton School   1990 — 1994

Javier Davila Javier Davila Atlanta, Georgia Details
Javier Davila's Merrill Lynch Experience 2001 - 2004
Job Senior Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  January 2015 - Present
Boyne Capital Partners  August 2011 - 2014
CVS Caremark Corporation  August 2009 - August 2011
BMO Capital Markets  July 2006 - July 2009
Citigroup  2003 - 2005
Merrill Lynch   2001 - 2004

Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2002 — 2006
Bachelor of Science in Economics, Finance and Management

Matt Newman Matt Newman Greater New York City Area Details
Matt Newman's Merrill Lynch Experience May 2008 - December 2009
Job Managing Director at Glenview Capital
Industry Financial Services
Experience
Glenview Capital  December 2014 - Present
Glenview Capital  March 2013 - December 2014
Glenview Capital  January 2010 - March 2013
Merrill Lynch   May 2008 - December 2009
Merrill Lynch   June 2007 - August 2007
Deutsche Bank  June 2006 - August 2006

Education
University of Pennsylvania - The Wharton School   2004 — 2008
BSE, Finance

Jessica E. Lee Jessica E. Lee Greater New York City Area Details
Jessica E. Lee's Merrill Lynch Experience 2005 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   2005 - Present
High School of Economics and Finance   2005 - May 2011
High 5 Tickets for the Arts   2006 - 2008
Atlantic Records  August 1999 - October 2003
Andersen Consulting (Accenture)   July 1996 - August 1999

Skills
Alternative Investments, Investments, Marketing, Equities, Portfolio Management, Wealth Management, Asset Management

Education
University of Pennsylvania - The Wharton School   1992 — 1996
Bachelor of Science (BS), Finance and Entrepreneurial Management

Joe Krynicky Joe Krynicky Greater New York City Area Details
Joe Krynicky's Merrill Lynch Experience August 2002 - January 2003
Job Mobile Developer, Kirei Technology
Industry Gambling & Casinos
Experience
Kirei Technology   October 2006 - Present
United States Golf Association (USGA)   January 2014 - December 2014
Health Plus  March 2003 - October 2006
Merrill Lynch   August 2002 - January 2003
TCS  August 2000 - August 2002
Johnson and Johnson  November 2000 - March 2001
Prudential Insurance  February 1999 - August 2000
Berlex  October 1998 - February 1999
Prudential Healthcare  June 1998 - October 1998
AIG  June 1996 - June 1998

Skills
Microsoft SQL Server, Objective-C, C#, Silverlight, Android, COBOL, iOS development, Java, XAML, Windows Phone, XNA, transact SQL, vb.net, CICS, HTML/javascript

Education
University of Pennsylvania - The Wharton School   1961 — 1965
BS, Economics

Pam Ruff Pam Ruff Tucson, Arizona Details
Pam Ruff's Merrill Lynch Experience January 1990 - January 1991
Job Certified Compensation Professional at Independent Compensation Consultant
Industry Human Resources
Experience
Independent Compensation Consultant   2012 - Present
Banner Health  October 2007 - March 2012
Crosstown Traders, Inc   July 1999 - January 2006
Ugly Duckling, Inc   January 1997 - July 1999
COMCARE Community Partnership for Behavioral Health Care   July 1996 - September 1997
Carondelet Health Services   January 1992 - January 1996
Merrill Lynch   January 1990 - January 1991

Skills
Deferred Compensation, HRIS, Performance Management, Employee Benefits, Human Resources, Incentive Programs, Executive Pay, Personnel Management, Job Descriptions, Training, Job Evaluation, Process Improvement, New Hire Orientations, Compensation Structures, Mergers, Market Pricing, Performance Appraisal, Healthcare, Job Analysis, Salary, Management, Benefits Administration, Onboarding, Leadership

Education
University of Phoenix   1993 — 1995
MA, Organizational Management

University of Nebraska
B. S, Education, English

University of Phoenix
M. A, Organizational Management

Sam Nayden Sam Nayden Greater New York City Area Details
Sam Nayden's Merrill Lynch Experience April 2002 - April 2011
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley  May 2011 - January 2014
Merrill Lynch   April 2002 - April 2011
Lehman Brothers  2000 - 2002

Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors

Education
University of Pennsylvania - The Wharton School   2006 — 2008
Master of Business Administration (M.B.A.)

New York University - Leonard N. Stern School of Business   1996 — 2000
BS, Finance / Account

Mehmet Calgan Mehmet Calgan Greater New York City Area Details
Mehmet Calgan's Merrill Lynch Experience September 2007 - Present
Job Associate at Merrill Lynch
Industry Investment Banking
Experience
merrill lynch   September 2007 - Present

Education
University of Pennsylvania - The Wharton School

Lesmes Ricalde Lesmes Ricalde United States Details
Lesmes Ricalde's Merrill Lynch Experience 1987 - 1992
Job Management Consultant in IT Finance and Corporate Development
Industry Telecommunications
Experience
LTR Consulting   March 2011 - Present
Vonage  November 2004 - February 2011
Self employed  2001 - 2002
Winstar Communications  1999 - 2001
Lucent Technologies  1996 - 1998
MCI  1993 - 1996
MCI  1993 - 1996
Merrill Lynch   1987 - 1992
NBC  1981 - 1987

Skills
Strategic Partnerships, Telecommunications, Business Development, Product Management, Management, Business Planning, Start-ups, Business Strategy, Vendor Management, Strategy, Cross-functional Team..., Cloud Computing, Product Marketing, Competitive Analysis

Education
Wharton School of Business
Master of Business Administration (MBA), Finance, General

Sonia Berlin Sonia Berlin Greater New York City Area Details
Sonia Berlin's Merrill Lynch Experience 2009 - May 2010
Job Project Leader at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group  January 2015 - Present
The Boston Consulting Group  January 2013 - December 2014
The Boston Consulting Group  May 2011 - August 2011
Merrill Lynch   2009 - May 2010
Merrill Lynch   2006 - 2009
Merrill Lynch   2004 - 2006

Education
University of Pennsylvania - The Wharton School   2010 — 2012
MBA

Wellesley College   2001 — 2004

Renee Bannon-Rodriguez, C(k)P Renee Bannon-Rodriguez, C(k)P Greater Philadelphia Area Details
Renee Bannon-Rodriguez, C(k)P's Merrill Lynch Experience February 2003 - February 2007
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  March 2012 - Present
Bank of America Merrill Lynch  2008 - March 2012
Merrill Lynch   February 2003 - February 2007

Skills
Series 7, Series 63, 401k, Uniform Combined State..., Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Planning, Asset Allocation, Investments, Defined Contribution, Qualified Retirement..., FINRA, Series 65, Strategic Financial..., Portfolio Management, Series 24

Education
University of Phoenix   2001 — 2007

Tom Glover Tom Glover Greater New York City Area Details
Tom Glover's Merrill Lynch Experience 1998 - 2001
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  March 2002 - Present
Merrill Lynch   1998 - 2001
Deutsche Bank Securities  1997 - 1998
Goldman Sachs  1987 - 1997
Donaldson, Lufkin & Jenrette   1981 - 1985

Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures

Education
University of Pennsylvania - The Wharton School   1985 — 1987
Master of Business Administration (MBA)

University of Virginia   1977 — 1981
BA, Economics with Honors

Langston Payne Langston Payne Greater New York City Area Details
Langston Payne's Merrill Lynch Experience October 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2007 - Present

Education
University of Pennsylvania - The Wharton School   1999 — 2003

Lawrence H. Soh Lawrence H. Soh Greater New York City Area Details
Lawrence H. Soh's Merrill Lynch Experience July 2007 - July 2009
Job Equity Derivatives Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  September 2009 - 2013
Merrill Lynch   July 2007 - July 2009
STR Trading Partners, LLC   January 2006 - June 2007
Wolverine Trading  May 1998 - January 2006

Skills
Market Making, Equity Derivatives, Volatility, Options, Proprietary Trading, Electronic Trading, Trading Systems, Derivatives, Structured Products, Hedging, Equity Trading, Trading, Trading Strategies, Equities, Bloomberg

Education
University of Pennsylvania - The Wharton School   1994 — 1998

Todd Sycoff Todd Sycoff Greater New York City Area Details
Todd Sycoff's Merrill Lynch Experience March 1990 - November 2001
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  May 2013 - Present
Gleacher & Co  March 2010 - April 2013
BTIG  February 2009 - February 2010
Bear Stearns Asset Management  March 2006 - July 2008
Bear Stearns  April 2002 - March 2006
Merrill Lynch   March 1990 - November 2001
Drexel Burnham Lambert  August 1989 - February 1990

Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets

Education
University of Pennsylvania - The Wharton School   1985 — 1989
BS in Economics, Finance, Management

Monica Cichowlas Monica Cichowlas Jacksonville, Florida Area Details
Monica Cichowlas's Merrill Lynch Experience 1996 - October 2000
Job Customer Service & Contact Center Expert | Customer Service Mgr., City of Jacksonville
Industry Government Administration
Experience
City of Jacksonville, FL  October 2000 - Present
Merrill Lynch   1996 - October 2000
ICT Group, Inc.   1994 - 1995

Skills
Customer Service, Government, Customer Satisfaction, Local Government, Community Outreach, Policy

Education
University of Phoenix
Certificate, Call Center Management

International Academy of Merchandising & Design
Associate of Science (A.S.), Merchandise Management

Will Kozicki Will Kozicki Greater Los Angeles Area Details
Will Kozicki's Merrill Lynch Experience 1996 - 1998
Job Portfolio Manager Beach Point Capital Management
Industry Investment Management
Experience
Beach Point Capital Management  January 2009 - Present
Post Advisory Group  September 2006 - December 2008
AIG Global Investment Group  May 2001 - August 2006
Merrill Lynch   1996 - 1998

Education
University of Pennsylvania - The Wharton School   1992 — 1996
BS Economics, Finance

Kristy Gower Kristy Gower Fayetteville, North Carolina Area Details
Kristy Gower's Merrill Lynch Experience August 2007 - March 2008
Job Student at University of Phoenix
Industry Hospital & Health Care
Experience
Merrill Lynch   August 2007 - March 2008

Education
University of Phoenix   2004 — 2007

Peter Coughlin Peter Coughlin Greater New York City Area Details
Peter Coughlin's Merrill Lynch Experience October 1999 - October 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank AG  2008 - Present
Merrill Lynch   October 1999 - October 2008

Education
University of Phoenix   2005 — 2007
BSIT, Computer Science

Lawrence High School   1980 — 1983

So Young Park So Young Park New York, New York Details
So Young Park's Merrill Lynch Experience September 2008 - Present
Job Director at Merrill Lynch's Market Linked Investments Origination
Industry Capital Markets
Experience
Merrill Lynch   September 2008 - Present
Citi  April 2001 - July 2006

Skills
Equities, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Bloomberg, Investments, Series 7, Corporate Finance, Securities, Financial Analysis, Equity Derivatives, Structured Products, Options, Structured Finance, Wealth Management, Financial Markets, Credit Derivatives, Series 63, Financial Structuring, FX Options, Financial Services, Interest Rate..., Banking, Swaps, Fixed Income, Valuation

Education
University of Pennsylvania - The Wharton School   2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance

Cornell University   1997 — 2001
Bachelor of Arts (B.A.), Economics

University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Accounting and Finance

Peter Marangu Peter Marangu Greater New York City Area Details
Peter Marangu's Merrill Lynch Experience August 1993 - July 1995
Job Regional Director
Industry Consumer Services
Experience
Regis Corporation  August 2013 - Present
Beach Lane Limited   April 2011 - July 2013
HKM II, LLC   October 2009 - November 2010
Del Monte Foods, Inc.   December 2007 - June 2009
Starbucks  April 2004 - November 2007
Best Buy  August 2001 - March 2004
Cargill  August 1998 - June 2001
Merrill Lynch   August 1993 - July 1995

Skills
Leadership, Retail, Cross-functional Team..., Barista Training, Customer Service, Management, Multi-unit, Restaurants, Strategy, Coffee, Marketing Strategy, Product Marketing, Business Strategy, Sales, Specialty Coffee, P&L

Education
United World College - USA
International Baccalaureate (I.B.)

Vassar College
Bachelor of Arts (B.A.), Economics

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

Christina Conner Christina Conner Jacksonville, Florida Area Details
Christina Conner's Merrill Lynch Experience June 2002 - July 2004
Job Manager Accounts Payable at CSX Transportation
Industry Transportation/Trucking/Railroad
Experience
CSX Transportation  May 2012 - Present
CSX Transportation  April 2011 - May 2012
Jax Federal Credit Union  July 2007 - March 2011
Jax Federal Credit Union  August 2005 - July 2007
Baker Distributing LLC   July 2004 - July 2005
Merrill Lynch   June 2002 - July 2004
Merrill Lynch   November 2000 - June 2002
Blue Cross Blue Shield of Florida  September 1999 - November 2000

Skills
Accounting, Time Management, Process Improvement, Accounts Payable, Financial Analysis

Education
University of Scranton   2014 — 2016
Masters, Human Resources Management

University of Phoenix   2002 — 2004
Bachelors, Accounting

Florida State College Jacksonville   1996 — 1999
Associates, General

Ron Landrito Ron Landrito Greater New York City Area Details
Ron Landrito's Merrill Lynch Experience July 2006 - October 2008
Job VP Electronic Trading (ETT) Engineering at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  February 2010 - Present
Merrill Lynch   July 2006 - October 2008
Spectracomm Inc   March 2004 - July 2006
The Princeton Review  1997 - 2001
New York Stock Exchange  June 1995 - July 1996

Skills
Data Center, Team Leadership, Software Project..., Disaster Recovery, Servers, Market Data, Software Installation, Enterprise Architecture, IT Management, Trading Systems, Technical Support, CRM, Business Analysis, Integration, Agile Methodologies, Project Management, Network Administration, Business Intelligence, Storage Area Networks, Visio, Vendor Management, ITIL, Infrastructure, SDLC, Management, Databases, Business Continuity, IT Strategy, PMP, Service Delivery, Networking

Education
University of Phoenix   2005 — 2009
BS, Computer Science

Saint John's University   1992 — 1995
Computer Science

Paul Bertrand Ellis, CIMA ® Paul Bertrand Ellis, CIMA ® Greater Seattle Area Details
Paul Bertrand Ellis, CIMA ®'s Merrill Lynch Experience June 1999 - March 2014
Job President and Managing Director at Ellis Wealth Management, LLC
Industry Financial Services
Experience
Ellis Wealth Management, LLC   March 2014 - Present
Merrill Lynch   June 1999 - March 2014
Crear Poder   July 2012 - March 2013
U.W. BEDC   2009 - 2012
Friends of E.O.P.   1999 - 2009

Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Retirement Planning, Series 7, Alternative Investments, Investment Advisory, Retirement, Financial Analysis, Mutual Funds, Financial Planning, Strategic Financial..., Securities, Asset Management, Public Speaking, High Net Worth..., Series 63, Equities, Estate Planning, Uniform Combined State..., Listening, Encouragement, Personal Communication, Family, Coaching, Effective Meetings, Mentoring, Writing, Project Coordination, Entrepreneurship, Leadership, Management, Finance, Strategic Planning, Financial Services, Series 31

Education
University of Washington   1983 — 1988
BA, Speech Communications; Military Science

University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst

Donna Prince Donna Prince Greater New York City Area Details
Donna Prince's Merrill Lynch Experience May 2005 - January 2008
Job Executive Assistant at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada  August 2009 - Present
Mestel & Company  February 2008 - August 2009
Merrill Lynch   May 2005 - January 2008
Bank of America  October 2000 - December 2004

Skills
Management, Training, Contract Negotiation, Analysis, Strategy, Finance, Negotiation, Accounting, Leadership, Banking, Business Analysis, Equities, Vendor Management, Strategic Planning, Risk Management, Project Management, Program Management, Portfolio Management, Human Resources, Fixed Income

Education
University of Phoenix
Management, Business Administration

Sandy Kurinsky Sandy Kurinsky Greater New York City Area Details
Sandy Kurinsky's Merrill Lynch Experience 1985 - Present
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Merrill Lynch   1985 - Present
Merrill Lynch   1985 - 2008

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance

Robert Hsu Robert Hsu Greater New York City Area Details
Robert Hsu's Merrill Lynch Experience 2002 - 2005
Job Investment Management
Industry Investment Management
Experience
One Rock Capital Partners   2012 - Present
Nomura  2011 - 2012
Goldman Sachs  2010 - 2010
Ripplewood Holdings  2005 - 2008
Merrill Lynch   2002 - 2005

Education
University of Pennsylvania - The Wharton School   2008 — 2010

Yale University   1998 — 2002

Melanie Endo Melanie Endo New York, New York Details
Melanie Endo's Merrill Lynch Experience July 2010 - October 2011
Job Vice President at Blackstone
Industry Fund-Raising
Experience
The Blackstone Group  November 2011 - Present
Merrill Lynch   July 2010 - October 2011
Merrill Lynch   July 2005 - July 2008

Education
University of Pennsylvania - The Wharton School
MBA with Honors, Finance and Entrepreneurial Management

Middlebury College
BA Magna Cum Laude, Economics, Magna Cum Laude

Montclair Kimberly Academy

Jeffrey Selinger Jeffrey Selinger Greater New York City Area Details
Jeffrey Selinger's Merrill Lynch Experience 2004 - 2007
Job Managing Director at Vanbarton Group LLC Equity and Debt Acquisitions
Industry Real Estate
Experience
Vanbarton Group LLC (formerly Emmes Asset Management Company)   August 2009 - Present
Lehman Brothers Real Estate Private Equity Partners   June 2008 - August 2008
Merrill Lynch   2004 - 2007

Skills
Financial Modeling, Valuation, Asset Managment, Financial Analysis, CMBS, Due Diligence, Private Equity, Investments, Real Estate Economics, Investment Banking, Mezzanine, Capital Markets, Special Situations, Corporate Finance, Real Estate, Real Estate Transactions, Real Estate Private..., Asset Management

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Real Estate and Finance

New York University - Leonard N. Stern School of Business   2000 — 2004
BS, Finance and Accounting

Jency John Jency John New York, New York Details
Jency John's Merrill Lynch Experience August 2007 - May 2008
Job Associate Finance Manager at Unilever
Industry Financial Services
Experience
Unilever  July 2013 - Present
Columbia Business School  August 2011 - Present
BANK OF AMERICA MERRILL LYNCH  May 2008 - August 2011
Merrill Lynch   August 2007 - May 2008
PRICEWATERHOUSECOOPERS, LLC  June 2006 - August 2006
WACHOVIA SECURITIES, LLC. Meyers & Kron Financial Group   June 2005 - August 2005
iWORKWELL, INC  June 2004 - August 2004

Skills
Financial Analysis, Capital Markets, Risk Management, Financial Modeling, Corporate Finance, Fixed Income, Financial Services

Education
University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science in Economics, Accounting

Mike Plancey, CFA Mike Plancey, CFA Greater New York City Area Details
Mike Plancey, CFA's Merrill Lynch Experience July 1996 - February 2002
Job Senior Analyst at NN Investment Partners
Industry Investment Management
Experience
NN Investment Partners (fka ING Investment Management)   March 2012 - Present
Strategic Value Partners  September 2011 - February 2012
UBS  July 2010 - September 2011
Credit Suisse  May 2005 - July 2010
Blaylock & Company  February 2004 - May 2005
Assured Guaranty  January 2003 - January 2004
Merrill Lynch   July 1996 - February 2002

Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments

Education
Wharton School, University of Pennsylvania   1990 — 1994
bse, finance

Valerie Wang Valerie Wang Greater New York City Area Details
Valerie Wang's Merrill Lynch Experience January 2003 - January 2009
Job Global Business Manager for Risk Management at CLS Group.
Industry Financial Services
Experience
CLS Group.  November 2013 - Present
Morgan Stanley  May 2012 - November 2013
Morgan Stanley  April 2010 - May 2012
Bank of America  January 2009 - April 2010
Merrill Lynch   January 2003 - January 2009

Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization

Education
University of Pennsylvania - The Wharton School   1992 — 1996
Bachelor of Science (B.S.), Economics

Saraminta Perez Saraminta Perez Miami/Fort Lauderdale Area Details
Saraminta Perez's Merrill Lynch Experience October 1996 - January 2002
Job Direct Sales Supervisor at Comcast Cable
Industry Financial Services
Experience
Comcast Cable  June 2013 - Present
Comcast  March 2010 - Present
Stanford Group Company  January 2002 - February 2009
Citibank  January 1993 - October 2002
Citibank  January 1993 - March 2002
Merrill Lynch   October 1996 - January 2002
Citibank IPB   March 1985 - January 1993

Skills
Series 7, Portfolio Management, Banking, Investments, New Business Development, CRM, Sales, Cold Calling, Selling, Sales Operations, Direct Sales, Customer Service

Education
University of Phoenix
Business

Adam Gloege Adam Gloege Cleveland/Akron, Ohio Area Details
Adam Gloege's Merrill Lynch Experience April 2010 - November 2010
Job Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merill Lynch  November 2010 - Present
Merrill Lynch   April 2010 - November 2010
Huntington National Bank  June 2009 - July 2010
Merrill Lynch   2006 - 2009

Education
University of Phoenix   2003 — 2005
Finance, Finance

Jerry Lucas Jerry Lucas Greater New York City Area Details
Jerry Lucas's Merrill Lynch Experience 1987 - 2003
Job Senior Portfolio Trader at Brevan Howard
Industry Banking
Experience
Brevan Howard  September 2012 - Present
Brevan Howard  2012 - 2013
Deutsche Bank  September 2006 - September 2012
Bank of America Securities  2003 - 2006
Merrill Lynch   1987 - 2003

Skills
Structured Products, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Emerging Markets, Interest Rate..., Portfolio Management, Investment Banking, Trading, Equities, Financial Markets, Alternative Investments, Investments, Proprietary Trading, Asset Allocation, Bloomberg, Bonds, Swaps, Credit Derivatives, Equity Derivatives, Asset Management

Education
Wharton School, University of Pennsylvania   1985 — 1987
MBA, Finance

Scott Blasdell Scott Blasdell Greater New York City Area Details
Scott Blasdell's Merrill Lynch Experience 1997 - 1999
Job Large Cap Value Portfolio Manager
Industry Investment Management
Experience
JPMorgan Chase  April 2013 - Present
JPMorgan  April 2008 - January 2014
JPMorgan Chase  2001 - 2008
Merrill Lynch   1997 - 1999

Skills
Equities, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Investments, Securities

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA

Williams College   1985 — 1989
BA, Economics

J. Mark Junewicz J. Mark Junewicz Greater New York City Area Details
J. Mark Junewicz's Merrill Lynch Experience 1975 - 1987
Job President and Founder at Junewicz & Co., Inc.
Industry Investment Banking
Experience
Mount Sinai Health System  March 2015 - Present
IGNYTA, Inc.   June 2014 - Present
Junewicz & Co., Inc.   January 1991 - Present
Bear Stearns & Co., Inc.   1987 - 1990
Merrill Lynch   1975 - 1987

Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Capital Markets, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Financial Modeling, Start-ups, Private Placements, M&A experience, Finance

Education
University of Pennsylvania - The Wharton School   1974 — 1975
M.B.A, Finance

University of Pennsylvania - The Wharton School   1970 — 1974
B.S. Economics, cum laude, Finance

Matt Brennan Matt Brennan New York, New York Details
Matt Brennan's Merrill Lynch Experience June 2007 - August 2007
Job Investment Professional at Bain Capital Ventures
Industry Financial Services
Experience
Bain Capital Ventures  April 2013 - Present
Insight Venture Partners  2010 - 2013
The Wharton School  September 2009 - December 2009
Merrill Lynch   June 2007 - August 2007

Skills
Growth Capital, Private Equity, Venture Capital, Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Investments, Financial Analysis, Mergers, Entrepreneurship, Valuation, LBO, Equities, Hedge Funds, Alternative Investments, Private Placements, Strategy, Equity Research, Economics, Microsoft Word, Capital Markets, Financial Structuring, Portfolio Management, Investment Banking, DCF, Emerging Markets, Equity Valuation, Fixed Income, Start-ups, Leveraged Finance, M&A experience, Deal Sourcing, Capital IQ, Business Valuation, IPO, Finance, Bloomberg, Investor Relations, Management

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance, Magna Cum Laude

Laura Moulin Laura Moulin Canfield, Ohio Details
Laura Moulin's Merrill Lynch Experience December 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2007 - Present

Education
University of Phoenix

Rick McInnis Rick McInnis Houston, Texas Area Details
Rick McInnis's Merrill Lynch Experience March 2004 - February 2007
Job Senior Account Executive at First National Bank of Trenton
Industry Banking
Experience
EverBank  April 2013 - July 2013
AmeriSave Third Party Origination   2012 - 2013
Merrill Lynch   March 2004 - February 2007

Education
University of Pennsylvania - The Wharton School   2000 — 2001
Investment Management Analyst

TTU

Conrad Roland Conrad Roland Greater Philadelphia Area Details
Conrad Roland's Merrill Lynch Experience January 2007 - November 2009
Job Global Financial Crimes Compliance Associate / AML Investigator
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
Summit Care Medical Supply   September 2010 - Present
Stepping Stone Allied Health Academy   January 2011 - January 2014
Merrill Lynch   January 2007 - November 2009
Citizens Bank  April 2004 - September 2006

Education
University of Phoenix   2010 — 2011
MBA

University of Pittsburgh   1997 — 2002
B.A., Psychology

Matthew Barry Matthew Barry Greater New York City Area Details
Matthew Barry's Merrill Lynch Experience August 2007 - March 2009
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2014 - Present
Metalmark Capital  March 2009 - October 2011
Merrill Lynch   August 2007 - March 2009

Education
University of Pennsylvania - The Wharton School   2012 — 2015
Master of Business Administration (MBA), Finance, General

Yale University   2003 — 2007
Bachelors of Arts, Economics

Brunswick School   1995 — 2003

Sharon Roberts Thornton Sharon Roberts Thornton Washington D.C. Metro Area Details
Sharon Roberts Thornton's Merrill Lynch Experience June 1999 - September 2000
Job Operations and Human Resources Manager at Document Managers
Industry Higher Education
Experience
Document Managers   August 2010 - Present
Computer Patent Annuities North America, LLC   August 2007 - January 2010
Metropolitan Regional Information Systems  August 2005 - August 2007
Merrill Lynch   June 1999 - September 2000

Skills
Government, Performance Appraisal, Organizational..., Employee Relations, Client Group..., Analytical and Problem...

Education
University of Phoenix   2001 — 2003
Master of Arts, Organizational Management

Rutgers University-UCN, Newark Campus   1987 — 1991
Bachelors of Science, Business Management

Roya Rashtchi Roya Rashtchi Raleigh-Durham, North Carolina Area Details
Roya Rashtchi's Merrill Lynch Experience July 2011 - July 2012
Job Manager, Strategy at Quintiles
Industry Pharmaceuticals
Experience
Quintiles  August 2015 - Present
Bain & Company  July 2012 - Present
Merrill Lynch   July 2011 - July 2012
PIMCO  June 2010 - August 2010

Education
University of Pennsylvania - The Wharton School   2007 — 2011
B.S., B.A., Finance, Operations Information Management, International Studies

Sage Hill School   2003 — 2007

Derek Newman Derek Newman Litchfield Park, Arizona Details
Derek Newman's Merrill Lynch Experience August 2007 - July 2012
Job Financial Advisor at ETrade
Industry Financial Services
Experience
E-Trade  July 2012 - Present
Merrill Lynch   August 2007 - July 2012
US Navy  November 1997 - August 2006

Skills
Asset Allocation, Wealth Management, Strategic Financial..., Asset Managment, Investments, Series 7, Portfolio Management, Financial Analysis, Retirement Planning, Uniform Combined State..., Credit

Education
Western International University   2011 — 2013
Master of Business Administration (MBA), International Finance, Attending

University of Phoenix   2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Steven Geovanis Steven Geovanis Greater New York City Area Details
Steven Geovanis's Merrill Lynch Experience 1984 - 1995
Job Managing director at Lyxor Asset Management
Industry Investment Management
Experience
Lyxor Asset Management  2007 - Present
Tribeca  2003 - 2006
HSBC  2001 - 2004
Summit Capital Management LLC   1996 - 1999
Merrill lynch   1984 - 1995

Skills
Alternative Investments, Options, Fund Of Funds, Derivatives, Bloomberg, Investments, Financial Markets, Capital Markets, Hedge Funds, FX Options, Trading, Fixed Income, Equity Derivatives, Asset Management, Bonds, Equities, Financial Risk

Education
Harvard College
Bachelor of Arts (BA)

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

Ryan Moynagh Ryan Moynagh Anchorage, Alaska Area Details
Ryan Moynagh's Merrill Lynch Experience July 1999 - March 2004
Job Great Bear Petroleum CoFounder, VP Finance & CFO
Industry Oil & Energy
Experience
Great Bear Petroleum   January 2011 - Present
Snooth   2007 - Present
Equatorial Partners Ltd   July 2004 - Present
Valiant International Petroleum   2007 - 2008
Merrill Lynch   July 1999 - March 2004

Skills
Mergers, Divestitures, Corporate Finance, Valuation, Business Strategy, Accounting, Private Equity, Financial Modeling, Emerging Markets, Due Diligence, Capital Markets, Equity Research, Venture Capital, Project Finance, Investment Banking, M, Strategy, Investor Relations, Investments, IPO, Finance, Financial Reporting, Energy, Corporate Governance, Corporate Development, Equities, Joint Ventures, Asset Management, Mergers, Commodity, Private Placements, Restructuring, Mergers & Acquisitions, Hedge Funds

Education
Stanford University   2013 — 2013
Emerging CFO, Strategic Finance & Leadership

CAIA Association   2003 — 2004
Chartered Alternative Investment Analyst

International Research Association   2003 — 2004
Licensed International Financial Analyst, Banking, Corporate, Finance, and Securities Law

Wharton Business School   2003 — 2004
Merrill Lynch Investment Banking Program, Business Administration and Management, General

Market Technicians Association   2002 — 2004
Chartered Market Technician, Technical Analysis

CFA Institute   2001 — 2004
Chartered Financial Analyst, Banking, Corporate, Finance, and Securities Law

Queens University Belfast   1994 — 1999
LLB, Law & Accounting, First Class Honours

Bellarmine University   1997 — 1998
Certificate in American Business Practice, Business Administration and Management, General, Summa Cum Laude

Myron Stayman Myron Stayman Miami/Fort Lauderdale Area Details
Myron Stayman's Merrill Lynch Experience May 1985 - Present
Job Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1985 - Present

Skills
Financial Planning, Asset Management, Risk Management, Financial Analysis, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Managment, Mutual Funds, Private Equity, Equities, Insurance, Leadership, Tax, Wealth Management, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Due Diligence, Underwriting, Estate Planning, Investment Advisory, Financial Planners, Series 7, High Net Worth...

Education
The Wharton School, University of Pennsylvania
BS in Economics, Accounting

Thomas Helmig Thomas Helmig Greater Philadelphia Area Details
Thomas Helmig's Merrill Lynch Experience April 1980 - Present
Job Senior VP Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 1980 - Present

Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 63, Alternative Investments, Wealth Management..., Series 65, Investment Strategies, Mutual Funds

Education
University of Pennsylvania - The Wharton School   1974 — 1978
Bachelor of Science (BS), Business

Archbishop John Carroll HS   1970 — 1974

Sandeep Dixit Sandeep Dixit Greater New York City Area Details
Sandeep Dixit's Merrill Lynch Experience 2002 - 2005
Job Perceptive Advisors LLC
Industry Financial Services
Experience
Perceptive Advisors LLC   2013 - Present
Fort Hill Investment Partners   2010 - 2013
Fortress Investment Group  2005 - 2009
Merrill Lynch   2002 - 2005
Deutsche Bank Securities  1999 - 2002

Education
University of Pennsylvania - The Wharton School   1995 — 1999
BS, Economics

Richard Steinberg Richard Steinberg Greater New York City Area Details
Richard Steinberg's Merrill Lynch Experience 1987 - 1998
Job
Industry Investment Management
Experience
Aperio Capital Management, LLC   May 2012 - Present
Lucerne Partners, LP   1999 - 2005
Merrill Lynch   1987 - 1998

Education
SPFHS
High School

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

Neal Rosenberg Neal Rosenberg New York, New York Details
Neal Rosenberg's Merrill Lynch Experience June 2003 - May 2004
Job Vice President, Research Analyst at Baron Capital
Industry Investment Management
Experience
Baron Capital  May 2006 - Present
J.P. Morgan   May 2004 - May 2006
Merrill Lynch   June 2003 - May 2004

Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investments, Portfolio Management, Series 7, Securities, Financial Analysis, Corporate Finance

Education
University of Pennsylvania - The Wharton School   2001 — 2003
Master of Business Administration (MBA), Accounting and Finance

University of Pennsylvania - The Wharton School   1998 — 2001
Bachelor of Science (BS), Finance, Management

Cody McGuire Cody McGuire Tucson, Arizona Details
Cody McGuire's Merrill Lynch Experience 2001 - 2001
Job AVP / Commercial Real Estate Banker at National Bank of Arizona
Industry Banking
Experience
National Bank of Arizona  April 2015 - Present
Wells Fargo Private Bank  2004 - April 2015
Wells Fargo  May 2000 - 2004
Merrill Lynch   2001 - 2001

Skills
Credit, Commercial Lending, Loans, Credit Analysis, Wealth Management, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Banking, Risk Management, Loan Origination, Mortgage Lending, Portfolio Management, Investments, Small Business Lending

Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General

Joshua Feder Joshua Feder Los Angeles, California Details
Joshua Feder's Merrill Lynch Experience May 2012 - August 2012
Job Summer Analyst at Atalaya Capital Management
Industry Financial Services
Experience
Atalaya Capital Management  May 2013 - Present
Merrill Lynch   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Java, English, Event Planning, Fundraising, Customer Service, Social Networking, Teaching, Data Analysis

Education
Wharton Business School   2011 — 2015

Thomas Feiman Thomas Feiman Studio City, California Details
Thomas Feiman's Merrill Lynch Experience April 1997 - February 2002
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  February 2002 - Present
UBS Financial Services Inc.  2002 - Present
Merrill Lynch   April 1997 - February 2002
Wertheim, Schroeder & Co.   May 1994 - April 1997

Education
Northwestern University-Kellogg   1962 — 1963
Master of Business Administration (M.B.A.), Accounting and Finance

University of Pennsylvania - The Wharton School   1958 — 1962
Bachelor of Science (BS), Finance, Accounting & Economics

Jeff Marine Jeff Marine New York, New York Details
Jeff Marine's Merrill Lynch Experience 1990 - 2009
Job Managing Director at Natixis CIB Americas
Industry Financial Services
Experience
Natixis CIB Americas  2014 - Present
Nomura Securities  July 2009 - July 2014
Merrill Lynch   1990 - 2009

Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Valuation, Investments, Trading Systems, Trading, Alternative Investments, Asset Management

Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance / Strategic Planning

University of Virginia
Bachelor of Arts (BA), Economics

Elisa Parrillo Elisa Parrillo New Port Richey, Florida Details
Elisa Parrillo's Merrill Lynch Experience August 2006 - December 2009
Job Membership Relations Coordinator at YMCA of the Suncoast
Industry Nonprofit Organization Management
Experience
YMCA of the Suncoast  August 2014 - Present
Merrill Lynch   August 2006 - December 2009
Merrill Lynch   February 2001 - August 2006

Skills
Human Resources, Customer Service, Employee Relations, Public Speaking, Fundraising, Payroll, Benefits Administration, Nonprofits, 401k

Education
University of Phoenix   2012 — 2014
Bachelors of Science, Psychology

University of Phoenix   2010 — 2014
Associate of Arts (A.A.), Business Management, 3.62

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