Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Grace Ling Grace Ling's Merrill Lynch Experience December 2007 - October 2008
Job Client Services at Wealthfront
Industry Financial Services
Experience
BNP Paribas May 2012 - April 2013
BNP Paribas October 2010 - May 2012
BNP Paribas December 2008 - October 2010
Merrill Lynch December 2007 - October 2008
Skills
Derivatives, Capital Markets, Bloomberg, Excel, Microsoft Office, Geneva, Star, Calypso, Interest Rate..., Credit Derivatives, Sales, Trading Systems, Bonds, Series 63, Series 7, Fixed Income, Swaps, Microsoft Excel, Trading, Business Analysis, Start-ups
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance, Operations & Technology Management
University of Auckland
BNP Paribas May 2012 - April 2013
BNP Paribas October 2010 - May 2012
BNP Paribas December 2008 - October 2010
Merrill Lynch December 2007 - October 2008
Skills
Derivatives, Capital Markets, Bloomberg, Excel, Microsoft Office, Geneva, Star, Calypso, Interest Rate..., Credit Derivatives, Sales, Trading Systems, Bonds, Series 63, Series 7, Fixed Income, Swaps, Microsoft Excel, Trading, Business Analysis, Start-ups
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance, Operations & Technology Management
University of Auckland
David Stankard David Stankard's Merrill Lynch Experience 1999 - 2001
Job Director, Operational Excellence
Industry Information Services
Experience
Wolters Kluwer July 2015 - Present
Hertz 2014 - July 2015
Hertz 2012 - 2014
Pershing Managed Account Solutions 2010 - 2012
Dun & Bradstreet 2008 - 2010
Fiserv (Formerly CheckFree Investment Services) 2007 - 2008
Fiserv (Formerly CheckFree Investment Services) 2002 - 2007
Merrill Lynch 1999 - 2001
Skills
Corporate Strategy..., Business Strategy, Business Development, Product Management, Business Analysis, Product Marketing, Strategic Communications, Customer Satisfaction, Financial Analysis, Product Strategy, Data Analysis, Customer Experience, Business Relationship..., Operations, Operations Management, People Management, Project Management, Due Diligence, Financial Services, Process Improvement, Strategy, Strategic Planning, Competitive Analysis, Leadership, Cross-functional Team..., Analysis, Management, New Business Development, Tableau, PowerPoint, Microsoft Excel, MS Excel Pivot Tables
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Master of Business Administration (M.B.A.), General Management, Strategy, Finance
Boston University - School of Management 1995 — 1999
Bachelor's Degree, Business Administration (Concentration in Finance)
Wolters Kluwer July 2015 - Present
Hertz 2014 - July 2015
Hertz 2012 - 2014
Pershing Managed Account Solutions 2010 - 2012
Dun & Bradstreet 2008 - 2010
Fiserv (Formerly CheckFree Investment Services) 2007 - 2008
Fiserv (Formerly CheckFree Investment Services) 2002 - 2007
Merrill Lynch 1999 - 2001
Skills
Corporate Strategy..., Business Strategy, Business Development, Product Management, Business Analysis, Product Marketing, Strategic Communications, Customer Satisfaction, Financial Analysis, Product Strategy, Data Analysis, Customer Experience, Business Relationship..., Operations, Operations Management, People Management, Project Management, Due Diligence, Financial Services, Process Improvement, Strategy, Strategic Planning, Competitive Analysis, Leadership, Cross-functional Team..., Analysis, Management, New Business Development, Tableau, PowerPoint, Microsoft Excel, MS Excel Pivot Tables
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Master of Business Administration (M.B.A.), General Management, Strategy, Finance
Boston University - School of Management 1995 — 1999
Bachelor's Degree, Business Administration (Concentration in Finance)
Shelina Taki Shelina Taki's Merrill Lynch Experience July 2004 - August 2004
Job Associate Director, Strategic Insights
Industry Marketing and Advertising
Experience
Annalect (OMD/Media Arts Lab) January 2015 - Present
Annalect (OMD/Media Arts Lab) October 2013 - December 2014
Saatchi & Saatchi LA September 2011 - October 2013
Saatchi & Saatchi LA July 2009 - August 2011
Euro RSCG Edge June 2007 - June 2009
United International Pictures February 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Analytics, Account Management, Broadcast, Digital Marketing, Media Planning, Advertising, Digital Strategy, Integrated Marketing, Market Research, Online Advertising, Social Media Marketing, SEM, Mobile Marketing, Strategy, Interactive Marketing, Digital Media, Interactive Advertising, Creative Strategy, Competitive Analysis, DoubleClick
Education
Boston University Questrom School of Business
Honors Bachelor of Science, Business Administration; Operations and Technology Management, Minor in Theatre Arts
UCLA Extension
Annalect (OMD/Media Arts Lab) January 2015 - Present
Annalect (OMD/Media Arts Lab) October 2013 - December 2014
Saatchi & Saatchi LA September 2011 - October 2013
Saatchi & Saatchi LA July 2009 - August 2011
Euro RSCG Edge June 2007 - June 2009
United International Pictures February 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Analytics, Account Management, Broadcast, Digital Marketing, Media Planning, Advertising, Digital Strategy, Integrated Marketing, Market Research, Online Advertising, Social Media Marketing, SEM, Mobile Marketing, Strategy, Interactive Marketing, Digital Media, Interactive Advertising, Creative Strategy, Competitive Analysis, DoubleClick
Education
Boston University Questrom School of Business
Honors Bachelor of Science, Business Administration; Operations and Technology Management, Minor in Theatre Arts
UCLA Extension
Natalie DeBono's Merrill Lynch Experience October 2014 - January 2015
Job Private Banking & Investment Intern at Merrill Lynch
Industry Financial Services
Experience
Boston University School of Management January 2014 - Present
Boston University School of Management September 2012 - Present
Merrill Lynch October 2014 - January 2015
Boston University Finance and Investment Club September 2013 - September 2014
Cougar Trading, LLC. June 2013 - July 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Team Leadership
Education
Boston University Questrom School of Business 2012 — 2016
Manhasset High School 2008 — 2012
University College Dublin
Boston University School of Management January 2014 - Present
Boston University School of Management September 2012 - Present
Merrill Lynch October 2014 - January 2015
Boston University Finance and Investment Club September 2013 - September 2014
Cougar Trading, LLC. June 2013 - July 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Team Leadership
Education
Boston University Questrom School of Business 2012 — 2016
Manhasset High School 2008 — 2012
University College Dublin
Kristin Bartashunas's Merrill Lynch Experience June 2008 - February 2009
Job Marketing Analytics and Digital Strategy & Analytics
Industry Marketing and Advertising
Experience
Crayola May 2013 - Present
Elsevier July 2012 - April 2013
Digitas February 2010 - July 2012
National Bureau of Economic Research June 2009 - March 2010
Boston University July 2008 - May 2009
Merrill Lynch June 2008 - February 2009
Almeida Capital March 2008 - May 2008
Skills
Web Analytics, Omniture, Digital Marketing, Analytics, Multivariate Testing, DoubleClick, Marketing Strategy, Google Analytics, A/B testing, Google Adwords, Data Analysis, Unica, Strategy, Campaign Performance..., Search Analysis, Mobile Analytics, Manage Client..., Excel Dashboards, KPI Reports, Microsoft Office, Coremetrics Analytics
Education
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Business Administration; Finance and International Management
Boston University London Management Internship 2008 — 2008
Crayola May 2013 - Present
Elsevier July 2012 - April 2013
Digitas February 2010 - July 2012
National Bureau of Economic Research June 2009 - March 2010
Boston University July 2008 - May 2009
Merrill Lynch June 2008 - February 2009
Almeida Capital March 2008 - May 2008
Skills
Web Analytics, Omniture, Digital Marketing, Analytics, Multivariate Testing, DoubleClick, Marketing Strategy, Google Analytics, A/B testing, Google Adwords, Data Analysis, Unica, Strategy, Campaign Performance..., Search Analysis, Mobile Analytics, Manage Client..., Excel Dashboards, KPI Reports, Microsoft Office, Coremetrics Analytics
Education
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Business Administration; Finance and International Management
Boston University London Management Internship 2008 — 2008
Kathy J Chen's Merrill Lynch Experience July 2005 - August 2005
Job Global Planning Manager at MediaCom
Industry Marketing and Advertising
Experience
MediaCom March 2015 - Present
OMD USA October 2013 - March 2015
The NPD Group October 2012 - October 2013
The NPD Group April 2011 - September 2012
The NPD Group June 2010 - April 2011
The NPD Group June 2009 - April 2010
HSBC July 2008 - August 2008
Citi June 2007 - August 2007
Roosevelt & Cross July 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, Marketing and Finance
MediaCom March 2015 - Present
OMD USA October 2013 - March 2015
The NPD Group October 2012 - October 2013
The NPD Group April 2011 - September 2012
The NPD Group June 2010 - April 2011
The NPD Group June 2009 - April 2010
HSBC July 2008 - August 2008
Citi June 2007 - August 2007
Roosevelt & Cross July 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, Marketing and Finance
Peter Shih Peter Shih's Merrill Lynch Experience September 1999 - May 2000
Job VP of Partners & Alliances at Applause
Industry Computer Software
Experience
Applause October 2014 - Present
Applause April 2013 - October 2014
uTest January 2011 - April 2013
uTest March 2009 - January 2011
Bose Corporation July 2007 - February 2009
The MathWorks January 2006 - July 2007
Analog Devices May 2000 - June 2005
Merrill Lynch September 1999 - May 2000
Skills
Product Marketing, Product Development, Product Management, Cross-functional Team..., Management, Software Development, Program Management, Community Management, Start-ups, Business Development, Strategy
Education
Boston University Questrom School of Business 2004 — 2006
MBA, Marketing
Tufts University 1996 — 2000
BS, Electrical Engineering
The American School in Japan 1993 — 1996
Taipei American School 1988 — 1989
Applause October 2014 - Present
Applause April 2013 - October 2014
uTest January 2011 - April 2013
uTest March 2009 - January 2011
Bose Corporation July 2007 - February 2009
The MathWorks January 2006 - July 2007
Analog Devices May 2000 - June 2005
Merrill Lynch September 1999 - May 2000
Skills
Product Marketing, Product Development, Product Management, Cross-functional Team..., Management, Software Development, Program Management, Community Management, Start-ups, Business Development, Strategy
Education
Boston University Questrom School of Business 2004 — 2006
MBA, Marketing
Tufts University 1996 — 2000
BS, Electrical Engineering
The American School in Japan 1993 — 1996
Taipei American School 1988 — 1989
Christine Yi's Merrill Lynch Experience June 2012 - August 2012
Job Experienced Associate at PwC Advisory
Industry Management Consulting
Experience
PwC August 2014 - Present
Fluent Grp September 2012 - June 2014
PwC Advisory June 2013 - August 2013
Boston University Urban Business Accelerator September 2012 - January 2013
Argopoint LLC September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Sales, Event Planning, Business Development, Microsoft Office, Facebook, Market Research, Microsoft Word, Data Analysis
Education
Boston University - School of Management 2011 — 2014
Bachelor of Business Administration (BBA), Concentrations; Finance, Minor; Philosophy, Magna Cum Laude
PwC August 2014 - Present
Fluent Grp September 2012 - June 2014
PwC Advisory June 2013 - August 2013
Boston University Urban Business Accelerator September 2012 - January 2013
Argopoint LLC September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Sales, Event Planning, Business Development, Microsoft Office, Facebook, Market Research, Microsoft Word, Data Analysis
Education
Boston University - School of Management 2011 — 2014
Bachelor of Business Administration (BBA), Concentrations; Finance, Minor; Philosophy, Magna Cum Laude
Diya Mehta Diya Mehta's Merrill Lynch Experience 2004 - 2007
Job Associate Director Content Acquisition, AT&T Uverse
Industry Telecommunications
Experience
AT&T March 2013 - Present
AT&T June 2012 - March 2013
AT&T August 2009 - March 2012
Pepperdine University Graziadio School of Business and Management August 2007 - April 2009
Merrill Lynch 2004 - 2007
Skills
Project Management, Cross-functional Team..., Strategic Planning, Vendor Management, Process Improvement, Business Development, Business Analysis, Financial Modeling, Program Management, Product Management, Business Strategy, Data Analysis, Analysis, Marketing, Leadership, Leadership Development, Coaching, Team Building, Management, Recruiting, Talent Management, Market Research, Analytics, Strategy, Team Leadership, Fundraising, Forecasting, Telecommunications, Change Management, Marketing Strategy, Start-ups, Operations Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
Boston University - School of Management 1999 — 2003
B.S., Finance and Information Systems
AT&T March 2013 - Present
AT&T June 2012 - March 2013
AT&T August 2009 - March 2012
Pepperdine University Graziadio School of Business and Management August 2007 - April 2009
Merrill Lynch 2004 - 2007
Skills
Project Management, Cross-functional Team..., Strategic Planning, Vendor Management, Process Improvement, Business Development, Business Analysis, Financial Modeling, Program Management, Product Management, Business Strategy, Data Analysis, Analysis, Marketing, Leadership, Leadership Development, Coaching, Team Building, Management, Recruiting, Talent Management, Market Research, Analytics, Strategy, Team Leadership, Fundraising, Forecasting, Telecommunications, Change Management, Marketing Strategy, Start-ups, Operations Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
Boston University - School of Management 1999 — 2003
B.S., Finance and Information Systems
Brian Lannigan Brian Lannigan's Merrill Lynch Experience May 2008 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Elizabeth Schechter's Merrill Lynch Experience June 2004 - January 2007
Job Associate Director, Capital Markets and Proprietary Lending at Berkadia
Industry Real Estate
Experience
Berkadia August 2013 - Present
Berkadia Commercial Mortgage April 2012 - Present
CapitalSource Bank 2007 - March 2012
Merrill Lynch June 2004 - January 2007
Olympus Partners April 2002 - May 2004
Skills
Real Estate Economics, Valuation, Structured Finance, Financial Modeling, Real Estate Financing, Real Estate Private..., Due Diligence, Investments, Loan Origination, Capital Markets, Fannie Mae, Freddie Mac, Finance, Loans, Real Estate, Commercial Real Estate, Asset Management, Portfolio Management
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance
Syosset High School
Berkadia August 2013 - Present
Berkadia Commercial Mortgage April 2012 - Present
CapitalSource Bank 2007 - March 2012
Merrill Lynch June 2004 - January 2007
Olympus Partners April 2002 - May 2004
Skills
Real Estate Economics, Valuation, Structured Finance, Financial Modeling, Real Estate Financing, Real Estate Private..., Due Diligence, Investments, Loan Origination, Capital Markets, Fannie Mae, Freddie Mac, Finance, Loans, Real Estate, Commercial Real Estate, Asset Management, Portfolio Management
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance
Syosset High School
Alejandro Jattin's Merrill Lynch Experience May 2011 - September 2011
Job Business Development
Industry Electrical/Electronic Manufacturing
Experience
TL 2011 - Present
Merrill Lynch May 2011 - September 2011
Skills
Pricing Strategy, Strategic Planning, Managing Start-ups, Financial Analysis, Financial Modeling, Energy Efficiency, LED lighting systems, Operational Efficiency, Global Business..., Excel Dashboards, Excel models, Finance, Start-ups, Investments
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Entrepeneurship
Karl C Parrish School 1996 — 2008
High School Diploma
TL 2011 - Present
Merrill Lynch May 2011 - September 2011
Skills
Pricing Strategy, Strategic Planning, Managing Start-ups, Financial Analysis, Financial Modeling, Energy Efficiency, LED lighting systems, Operational Efficiency, Global Business..., Excel Dashboards, Excel models, Finance, Start-ups, Investments
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Entrepeneurship
Karl C Parrish School 1996 — 2008
High School Diploma
Lindley Hollender's Merrill Lynch Experience June 2014 - Present
Job Private Wealth Analyst Investments
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch November 2011 - June 2014
United Nations Conference on Trade and Development March 2011 - November 2011
World Health Organization September 2010 - March 2011
Lord Abbett July 2008 - September 2009
DLA Piper February 2007 - May 2007
Education
University of London 2009 — 2010
MSc, International Management
Boston University Questrom School of Business 2004 — 2008
BS in Business Administration, Business Law, International Management, Spanish
Merrill Lynch June 2014 - Present
Merrill Lynch November 2011 - June 2014
United Nations Conference on Trade and Development March 2011 - November 2011
World Health Organization September 2010 - March 2011
Lord Abbett July 2008 - September 2009
DLA Piper February 2007 - May 2007
Education
University of London 2009 — 2010
MSc, International Management
Boston University Questrom School of Business 2004 — 2008
BS in Business Administration, Business Law, International Management, Spanish
Tyler Gabrielski's Merrill Lynch Experience May 2012 - August 2012
Job Paralegal at The Law Office of Iannella and Mummolo
Industry Writing and Editing
Experience
The Law Office of Iannella and Mummolo October 2014 - Present
Rutgers Landscape and Nursery August 2014 - October 2014
Boston University January 2014 - May 2014
Boston University September 2013 - May 2014
The Office of Senator Elizabeth Warren September 2013 - December 2013
Center for American Progress May 2013 - July 2013
Boston University January 2013 - May 2013
Boston University September 2010 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Writing, Editing, Team Management, Copy Editing, Publications, Microsoft Word, Computer Proficiency, Politics, Microsoft Excel, Microsoft Publisher, PowerPoint, Customer Service, Social Media, Leadership, Research
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), English Language and Literature/Letters, 3.42
The Law Office of Iannella and Mummolo October 2014 - Present
Rutgers Landscape and Nursery August 2014 - October 2014
Boston University January 2014 - May 2014
Boston University September 2013 - May 2014
The Office of Senator Elizabeth Warren September 2013 - December 2013
Center for American Progress May 2013 - July 2013
Boston University January 2013 - May 2013
Boston University September 2010 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Writing, Editing, Team Management, Copy Editing, Publications, Microsoft Word, Computer Proficiency, Politics, Microsoft Excel, Microsoft Publisher, PowerPoint, Customer Service, Social Media, Leadership, Research
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), English Language and Literature/Letters, 3.42
Anne Healy's Merrill Lynch Experience August 2004 - February 2008
Job Managing Director at GE Capital
Industry Financial Services
Experience
GE Capital November 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase October 2012 - February 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley March 2008 - April 2011
Merrill Lynch August 2004 - February 2008
Merrill Lynch April 2000 - August 2004
Skills
Prime Brokerage, Electronic Trading, Fixed Income, Equities, Trading Systems, Middle Office, Capital Markets, Series 7, Business Analysis, Strategy, SDLC, Derivatives, Trading, Back Office, Finance
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
West Boylston Jr Sr High 1990 — 1993
GE Capital November 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase October 2012 - February 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley March 2008 - April 2011
Merrill Lynch August 2004 - February 2008
Merrill Lynch April 2000 - August 2004
Skills
Prime Brokerage, Electronic Trading, Fixed Income, Equities, Trading Systems, Middle Office, Capital Markets, Series 7, Business Analysis, Strategy, SDLC, Derivatives, Trading, Back Office, Finance
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
West Boylston Jr Sr High 1990 — 1993
Steven Oranges's Merrill Lynch Experience August 2011 - December 2011
Job Business Operations & Strategy at Grant Thornton LLP
Industry Executive Office
Experience
Grant Thornton LLP August 2015 - Present
American Field March 2014 - Present
Grant Thornton LLP May 2012 - July 2015
Merrill Lynch August 2011 - December 2011
Grant Thornton LLP June 2011 - August 2011
Kenmore Consulting May 2010 - September 2010
Skills
Leadership, Financial Analysis, Access, PeopleSoft, Business Process..., Social Media Marketing, Microsoft Excel, Marketing, SQL, Business Process, Social Networking, Auditing, Management Consulting, Management, Start-ups, ERP, Sarbanes-Oxley Act, Data Analysis, Business Analysis, Analysis, Security, Cyber-security, Account Management, Vendor Selection, Oracle ERP..., Supply Chain Consulting, Sustainable Design, Lean Manufacturing, Six Sigma, Project Management, Information Technology, IT Audit, Databases
Education
Boston University Questrom School of Business 2008 — 2012
BA-Business Administration, Operations, MIS, 3.65
Boston University
Simsbury High School
Grant Thornton LLP August 2015 - Present
American Field March 2014 - Present
Grant Thornton LLP May 2012 - July 2015
Merrill Lynch August 2011 - December 2011
Grant Thornton LLP June 2011 - August 2011
Kenmore Consulting May 2010 - September 2010
Skills
Leadership, Financial Analysis, Access, PeopleSoft, Business Process..., Social Media Marketing, Microsoft Excel, Marketing, SQL, Business Process, Social Networking, Auditing, Management Consulting, Management, Start-ups, ERP, Sarbanes-Oxley Act, Data Analysis, Business Analysis, Analysis, Security, Cyber-security, Account Management, Vendor Selection, Oracle ERP..., Supply Chain Consulting, Sustainable Design, Lean Manufacturing, Six Sigma, Project Management, Information Technology, IT Audit, Databases
Education
Boston University Questrom School of Business 2008 — 2012
BA-Business Administration, Operations, MIS, 3.65
Boston University
Simsbury High School
Jim Peters, CFA Jim Peters, CFA's Merrill Lynch Experience September 2008 - Present
Job
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Standard & Poor's September 2004 - September 2008
JPMorgan 1992 - 2004
Skills
Thought Leadership, Analytical Skills, Interpersonal..., Oral & Written..., Investment Management, Portfolio Management, Mentoring, Problem Solving, Managerial Skills, Interviewing Skills, Networking, Project Management, Series 7, Series 24, Series 66, Chartered Financial..., MBA, Investments, Securities, Financial Services
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Boston University - School of Management 1988 — 1992
Bachelor of Science, Finance & Operations Management
Bellport 1984 — 1988
Merrill Lynch September 2008 - Present
Standard & Poor's September 2004 - September 2008
JPMorgan 1992 - 2004
Skills
Thought Leadership, Analytical Skills, Interpersonal..., Oral & Written..., Investment Management, Portfolio Management, Mentoring, Problem Solving, Managerial Skills, Interviewing Skills, Networking, Project Management, Series 7, Series 24, Series 66, Chartered Financial..., MBA, Investments, Securities, Financial Services
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Boston University - School of Management 1988 — 1992
Bachelor of Science, Finance & Operations Management
Bellport 1984 — 1988
Susan Waiter Tyranski Susan Waiter Tyranski's Merrill Lynch Experience April 2011 - December 2012
Job
Industry Financial Services
Experience
Merrill Lynch April 2011 - December 2012
SPX Consulting 2007 - April 2011
NYSE Group, Inc. 2003 - 2007
Morgan Stanley 2001 - 2001
Accenture 1995 - 1999
Bankers Trust Company (now Deutsche Bank) 1993 - 1995
The Wyatt Company (now Towers Watson) 1988 - 1991
Skills
Wealth Management, Investments, Special Needs Planning, Asset Allocation, Financial Education, Series 7, Special Education, Business Development, Banking, Investment Strategies
Education
Molloy College
Candidate for Certificate
The University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1983 — 1988
BS, M Ed
Madison High School, Madison, New Jersey 1980 — 1981
St. Michaels, Petworth 1973 — 1980
Merrill Lynch April 2011 - December 2012
SPX Consulting 2007 - April 2011
NYSE Group, Inc. 2003 - 2007
Morgan Stanley 2001 - 2001
Accenture 1995 - 1999
Bankers Trust Company (now Deutsche Bank) 1993 - 1995
The Wyatt Company (now Towers Watson) 1988 - 1991
Skills
Wealth Management, Investments, Special Needs Planning, Asset Allocation, Financial Education, Series 7, Special Education, Business Development, Banking, Investment Strategies
Education
Molloy College
Candidate for Certificate
The University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1983 — 1988
BS, M Ed
Madison High School, Madison, New Jersey 1980 — 1981
St. Michaels, Petworth 1973 — 1980
Sylvia Han, CFA Sylvia Han, CFA's Merrill Lynch Experience 2013 - Present
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Colin Scully's Merrill Lynch Experience June 2010 - August 2010
Job Cloud Management Specialist at CloudHealth Technologies, Inc.
Industry Consumer Goods
Experience
CloudHealth Technologies, Inc. September 2014 - Present
HP Vertica October 2013 - August 2014
Vertica Systems August 2012 - October 2013
Northwestern Mutual May 2012 - August 2012
HubSpot January 2012 - May 2012
University Directories May 2011 - August 2011
Boston University Men's Rugby Club September 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Belltower Books December 2008 - May 2010
Starbucks Coffee Company May 2007 - August 2009
Skills
Sales, Competitive Analysis, Advertising, New Business Development, Sales Operations, Management, Salesforce.com, Time Management, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Marketing, Sales Prospecting, Relational Databases, LinkedIn, Twitter, Teamwork, Coaching, Social Networking, Lead Generation, Email Marketing, Sales Management, Sales Presentations, Cold Calling, Leadership, Direct Sales, SaaS, Databases, Data Analytics
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration, Finance
CloudHealth Technologies, Inc. September 2014 - Present
HP Vertica October 2013 - August 2014
Vertica Systems August 2012 - October 2013
Northwestern Mutual May 2012 - August 2012
HubSpot January 2012 - May 2012
University Directories May 2011 - August 2011
Boston University Men's Rugby Club September 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Belltower Books December 2008 - May 2010
Starbucks Coffee Company May 2007 - August 2009
Skills
Sales, Competitive Analysis, Advertising, New Business Development, Sales Operations, Management, Salesforce.com, Time Management, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Marketing, Sales Prospecting, Relational Databases, LinkedIn, Twitter, Teamwork, Coaching, Social Networking, Lead Generation, Email Marketing, Sales Management, Sales Presentations, Cold Calling, Leadership, Direct Sales, SaaS, Databases, Data Analytics
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration, Finance
Danilo Gomez's Merrill Lynch Experience October 2009 - July 2011
Job Chief Compliance Officer at Essex Securities LLC
Industry Financial Services
Experience
Essex Securities LLC October 2014 - Present
Army National Guard August 2007 - Present
Santander Securities October 2013 - October 2014
Santander Bank, N.A. November 2012 - October 2013
Santander Bank, N.A. September 2011 - November 2012
Merrill Lynch October 2009 - July 2011
Bank of America October 2007 - October 2009
New York Life Insurance Company June 2006 - October 2007
Auto-torium August 2004 - June 2006
Netspoke 2001 - 2002
Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services
Education
Suffolk Law School 2011 — 2015
Doctor of Law (JD)
Boston University - Metropolitan College 2010 — 2011
Financial Planning and Services
Greater Lawrence Technical School 1996 — 2000
High School Diploma
Essex Securities LLC October 2014 - Present
Army National Guard August 2007 - Present
Santander Securities October 2013 - October 2014
Santander Bank, N.A. November 2012 - October 2013
Santander Bank, N.A. September 2011 - November 2012
Merrill Lynch October 2009 - July 2011
Bank of America October 2007 - October 2009
New York Life Insurance Company June 2006 - October 2007
Auto-torium August 2004 - June 2006
Netspoke 2001 - 2002
Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services
Education
Suffolk Law School 2011 — 2015
Doctor of Law (JD)
Boston University - Metropolitan College 2010 — 2011
Financial Planning and Services
Greater Lawrence Technical School 1996 — 2000
High School Diploma
Ming-Dan Zheng Ming-Dan Zheng's Merrill Lynch Experience September 2011 - December 2011
Job Financial Management Program (FMP) at GE Capital
Industry Financial Services
Experience
GE Capital July 2013 - Present
Boston University September 2012 - May 2013
GE Capital June 2012 - August 2012
SARBEC Laboratoires February 2012 - July 2012
Merrill Lynch September 2011 - December 2011
Prickering Educations Library September 2009 - December 2011
Boston University School of Management October 2010 - September 2011
GE Capital May 2011 - August 2011
Huntington Theatre Company September 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Valuation, Teamwork, Event Planning, Data Analysis, Management, French, Economics, Nonprofits, Risk Management, Strategic Planning, SPSS, Market Research, Human Resources, English, Access, Statistics, Outlook, Investments, Finance, Social Media, Marketing, Facebook, Teaching, Microsoft Office, Public Speaking, Customer Service, Fundraising, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Accounting, International Management
Fudan University
International/Global Studies
GE Capital July 2013 - Present
Boston University September 2012 - May 2013
GE Capital June 2012 - August 2012
SARBEC Laboratoires February 2012 - July 2012
Merrill Lynch September 2011 - December 2011
Prickering Educations Library September 2009 - December 2011
Boston University School of Management October 2010 - September 2011
GE Capital May 2011 - August 2011
Huntington Theatre Company September 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Valuation, Teamwork, Event Planning, Data Analysis, Management, French, Economics, Nonprofits, Risk Management, Strategic Planning, SPSS, Market Research, Human Resources, English, Access, Statistics, Outlook, Investments, Finance, Social Media, Marketing, Facebook, Teaching, Microsoft Office, Public Speaking, Customer Service, Fundraising, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Accounting, International Management
Fudan University
International/Global Studies
Margaret McNary's Merrill Lynch Experience May 2014 - October 2014
Job Incoming Consultant FSO Business Advisor Program at Ernst & Young
Industry Financial Services
Experience
Merrill Lynch May 2014 - October 2014
WGBH January 2014 - June 2014
Upward Bound Boston University January 2013 - May 2014
Boston University September 2012 - December 2012
National Student Leadership Conference June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Tumblr, Twitter, Facebook
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Souhegan High School 2007 — 2011
Merrill Lynch May 2014 - October 2014
WGBH January 2014 - June 2014
Upward Bound Boston University January 2013 - May 2014
Boston University September 2012 - December 2012
National Student Leadership Conference June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Tumblr, Twitter, Facebook
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Souhegan High School 2007 — 2011
Alison Mortarotti's Merrill Lynch Experience March 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Jordan Savitz Jordan Savitz's Merrill Lynch Experience June 2009 - December 2009
Job Associate Attorney at Stein Sperling
Industry Law Practice
Experience
Stein Sperling December 2014 - Present
Stein Sperling August 2014 - December 2014
Stein Sperling May 2013 - August 2013
Octagon January 2013 - April 2013
Michael Hodes, LLC May 2012 - August 2012
Village Settlements, Inc. June 2010 - August 2011
Chipotle Mexican Grill January 2009 - June 2010
Merrill Lynch June 2009 - December 2009
Edens & Avant June 2009 - August 2009
Feld Entertainment June 2008 - August 2008
Skills
Corporate Law, Business Planning, Legal Research, Real Estate, Marketing, Strategy, Business Formation, Real Estate Transactions, Employment Law, Corporate Agreements, Landlord Tenant Disputes, Entertainment Law, Sports Law, Intellectual Property, Redline, Legal Writing, Financial Modeling, Microsoft Office, Leadership, Analysis, Advertising, Market Research, Public Speaking, Valuation, Brand Development, Accounting, Investments, Microsoft Excel, Social Media Marketing
Education
University of Baltimore School of Law 2011 — 2014
JD/MBA, Concentration in Business Law
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2006 — 2010
BSBA, General Management
Stein Sperling December 2014 - Present
Stein Sperling August 2014 - December 2014
Stein Sperling May 2013 - August 2013
Octagon January 2013 - April 2013
Michael Hodes, LLC May 2012 - August 2012
Village Settlements, Inc. June 2010 - August 2011
Chipotle Mexican Grill January 2009 - June 2010
Merrill Lynch June 2009 - December 2009
Edens & Avant June 2009 - August 2009
Feld Entertainment June 2008 - August 2008
Skills
Corporate Law, Business Planning, Legal Research, Real Estate, Marketing, Strategy, Business Formation, Real Estate Transactions, Employment Law, Corporate Agreements, Landlord Tenant Disputes, Entertainment Law, Sports Law, Intellectual Property, Redline, Legal Writing, Financial Modeling, Microsoft Office, Leadership, Analysis, Advertising, Market Research, Public Speaking, Valuation, Brand Development, Accounting, Investments, Microsoft Excel, Social Media Marketing
Education
University of Baltimore School of Law 2011 — 2014
JD/MBA, Concentration in Business Law
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2006 — 2010
BSBA, General Management
Lily Kuo Lily Kuo's Merrill Lynch Experience August 1996 - August 1999
Job Director at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
MetLife June 2000 - January 2015
Merrill Lynch August 1996 - August 1999
Deloitte & Touche June 1994 - August 1996
Skills
Insurance, Internal Controls, Auditing, IT Audit, Governance, Risk Management, Internal Audit, Business Process...
Education
Boston University - School of Management 2004 — 2008
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Albany 1990 — 1994
Bachelor of Applied Science (BASc), Accounting and Finance
MetLife February 2015 - Present
MetLife June 2000 - January 2015
Merrill Lynch August 1996 - August 1999
Deloitte & Touche June 1994 - August 1996
Skills
Insurance, Internal Controls, Auditing, IT Audit, Governance, Risk Management, Internal Audit, Business Process...
Education
Boston University - School of Management 2004 — 2008
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Albany 1990 — 1994
Bachelor of Applied Science (BASc), Accounting and Finance
Dana Connolly's Merrill Lynch Experience February 2006 - April 2007
Job
Industry Nonprofit Organization Management
Experience
Citizen Schools July 2015 - Present
Citizen Schools October 2014 - June 2015
Citizen Schools August 2013 - October 2014
KIPP Foundation June 2012 - August 2012
LVMH Moet Hennessy Louis Vuitton Inc. October 2008 - August 2011
JPMorgan Chase July 2007 - October 2008
Merrill Lynch February 2006 - April 2007
JPMorgan Chase June 2006 - August 2006
Education
Boston University Graduate School of Management 2011 — 2013
MS-MBA
The Catholic University of America 2003 — 2007
BSBA
Citizen Schools July 2015 - Present
Citizen Schools October 2014 - June 2015
Citizen Schools August 2013 - October 2014
KIPP Foundation June 2012 - August 2012
LVMH Moet Hennessy Louis Vuitton Inc. October 2008 - August 2011
JPMorgan Chase July 2007 - October 2008
Merrill Lynch February 2006 - April 2007
JPMorgan Chase June 2006 - August 2006
Education
Boston University Graduate School of Management 2011 — 2013
MS-MBA
The Catholic University of America 2003 — 2007
BSBA
Edward Trip McDermott III's Merrill Lynch Experience May 2009 - August 2009
Job Business Development Manager at Dixie Brands, Inc.
Industry Food & Beverages
Experience
Dixie Brands June 2015 - Present
KLR Group, LLC April 2012 - June 2015
Rodman & Renshaw July 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Cedar Point Yacht Club June 2006 - January 2008
The Island School, Eleuthera March 2004 - June 2004
Education
Boston University - School of Management 2006 — 2010
B.S Business Administration, Finance & Entrepreneurship
Boston University - School of Management 2006 — 2010
Dixie Brands June 2015 - Present
KLR Group, LLC April 2012 - June 2015
Rodman & Renshaw July 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Cedar Point Yacht Club June 2006 - January 2008
The Island School, Eleuthera March 2004 - June 2004
Education
Boston University - School of Management 2006 — 2010
B.S Business Administration, Finance & Entrepreneurship
Boston University - School of Management 2006 — 2010
Kathryn Bonner Kathryn Bonner's Merrill Lynch Experience July 2007 - June 2008
Job Realtor Associate at Martha Turner Sotheby's International
Industry Real Estate
Experience
Martha Turner Sotheby's International Realty July 2011 - Present
Citigroup April 2010 - July 2011
BP Energy Company June 2008 - April 2010
Merrill Lynch July 2007 - June 2008
Merrill Lynch May 2006 - July 2007
Merrill Lynch May 2005 - May 2006
Merrill Lynch June 2003 - May 2005
RWE Trading Americas February 2002 - June 2003
Shell Trading April 2001 - February 2002
Skills
Valuation, Commodity, Risk Management, Commodity Markets, Financial Analysis, Credit Risk, Derivatives, Options, Investments, Due Diligence, Contract Negotiation, Hedging, Credit, Loan Origination, Corporate Finance, Financial Modeling, Energy, Credit Analysis, Real Estate Transactions, Real Estate, Business Development, Management, Leadership
Education
Boston University - School of Management 1999 — 2001
MBA
Southern Methodist University 1992 — 1996
BBA, Finance
University College, Oxford England 1995 — 1995
Martha Turner Sotheby's International Realty July 2011 - Present
Citigroup April 2010 - July 2011
BP Energy Company June 2008 - April 2010
Merrill Lynch July 2007 - June 2008
Merrill Lynch May 2006 - July 2007
Merrill Lynch May 2005 - May 2006
Merrill Lynch June 2003 - May 2005
RWE Trading Americas February 2002 - June 2003
Shell Trading April 2001 - February 2002
Skills
Valuation, Commodity, Risk Management, Commodity Markets, Financial Analysis, Credit Risk, Derivatives, Options, Investments, Due Diligence, Contract Negotiation, Hedging, Credit, Loan Origination, Corporate Finance, Financial Modeling, Energy, Credit Analysis, Real Estate Transactions, Real Estate, Business Development, Management, Leadership
Education
Boston University - School of Management 1999 — 2001
MBA
Southern Methodist University 1992 — 1996
BBA, Finance
University College, Oxford England 1995 — 1995
Michael Ely's Merrill Lynch Experience January 2012 - May 2012
Job Management Consultant Experienced Associate
Industry Financial Services
Experience
PwC August 2014 - Present
EY June 2013 - August 2013
The Shirt Guys LLC August 2009 - August 2012
Accelerator London's Business Incubator May 2012 - July 2012
Merrill Lynch January 2012 - May 2012
Urban Interns February 2011 - May 2011
Skills
Market Research, Start-ups, Microsoft Excel, Finance, PowerPoint, Business Planning, Valuation, Microsoft Word, Investment Research, Photoshop, Management, Entrepreneurship, Adobe Photoshop, Microsoft PowerPoint, HTML, Adobe Illustrator
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor’s Degree, Finance, Entrepreneurship and Economics
North Andover High School 2006 — 2010
PwC August 2014 - Present
EY June 2013 - August 2013
The Shirt Guys LLC August 2009 - August 2012
Accelerator London's Business Incubator May 2012 - July 2012
Merrill Lynch January 2012 - May 2012
Urban Interns February 2011 - May 2011
Skills
Market Research, Start-ups, Microsoft Excel, Finance, PowerPoint, Business Planning, Valuation, Microsoft Word, Investment Research, Photoshop, Management, Entrepreneurship, Adobe Photoshop, Microsoft PowerPoint, HTML, Adobe Illustrator
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor’s Degree, Finance, Entrepreneurship and Economics
North Andover High School 2006 — 2010
Ziad Anwar's Merrill Lynch Experience June 2013 - August 2013
Job Senior Associate at PwC Consulting | Financial Services | Fulbright Scholar
Industry Management Consulting
Experience
PwC July 2014 - Present
Merrill Lynch June 2013 - August 2013
CIB December 2010 - June 2012
CIB March 2009 - December 2010
EFG-Hermes July 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Business Planning, Strategy, Strategic Planning, Analysis, Management, Financial Analysis, Corporate Finance
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
The German University in Cairo 2004 — 2008
Bachelor of Science (B.Sc.), Technology Based Management
PwC July 2014 - Present
Merrill Lynch June 2013 - August 2013
CIB December 2010 - June 2012
CIB March 2009 - December 2010
EFG-Hermes July 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Business Planning, Strategy, Strategic Planning, Analysis, Management, Financial Analysis, Corporate Finance
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
The German University in Cairo 2004 — 2008
Bachelor of Science (B.Sc.), Technology Based Management
Gerome Cabrera Gerome Cabrera's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Ramirez & Co., Inc.
Industry Investment Banking
Experience
Ramirez & Co., Inc. April 2015 - Present
KPMG August 2014 - April 2015
RBS Markets and International Banking February 2013 - August 2014
Merrill Lynch May 2012 - August 2012
GE June 2010 - August 2010
Dormitory Authority State of NY May 2009 - August 2009
(USTA) United States Tennis Association August 2005 - September 2005
Skills
Matlab, Bloomberg, Data Analysis, Microsoft Excel, Market Research, R, Options, Finance, Investments, Leadership, VBA, Microsoft Office, Risk Management, Analysis, Derivatives
Education
Boston University - School of Management 2011 — 2013
Master's Degree, Mathematical Finance
City University of New York City College 2007 — 2011
Bachelor's Degree, Mechanical Engineering, 3.6
John Bowne High School 2004 — 2007
High School Diploma
Ramirez & Co., Inc. April 2015 - Present
KPMG August 2014 - April 2015
RBS Markets and International Banking February 2013 - August 2014
Merrill Lynch May 2012 - August 2012
GE June 2010 - August 2010
Dormitory Authority State of NY May 2009 - August 2009
(USTA) United States Tennis Association August 2005 - September 2005
Skills
Matlab, Bloomberg, Data Analysis, Microsoft Excel, Market Research, R, Options, Finance, Investments, Leadership, VBA, Microsoft Office, Risk Management, Analysis, Derivatives
Education
Boston University - School of Management 2011 — 2013
Master's Degree, Mathematical Finance
City University of New York City College 2007 — 2011
Bachelor's Degree, Mechanical Engineering, 3.6
John Bowne High School 2004 — 2007
High School Diploma
Jorge Zighelboim Jorge Zighelboim's Merrill Lynch Experience August 1998 - April 2002
Job Together we'll conquer Autism
Industry Financial Services
Experience
Autism Conquers January 2012 - Present
Fractal Advisors October 2005 - Present
UBS 2002 - 2005
Merrill Lynch August 1998 - April 2002
Skills
Strategic Financial..., Investments, Banking, New Business Development, Public Relations, Fixed Income, Digital Marketing, Investment Banking, Spanish, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Estate Planning
Education
Boston University Graduate School of Management 1997 — 1998
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor's degree, Polítical Science
Autism Conquers January 2012 - Present
Fractal Advisors October 2005 - Present
UBS 2002 - 2005
Merrill Lynch August 1998 - April 2002
Skills
Strategic Financial..., Investments, Banking, New Business Development, Public Relations, Fixed Income, Digital Marketing, Investment Banking, Spanish, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Estate Planning
Education
Boston University Graduate School of Management 1997 — 1998
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor's degree, Polítical Science
David Finci's Merrill Lynch Experience April 2014 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
Christian Clark's Merrill Lynch Experience July 2005 - May 2006
Job Experienced Financial Services Consultant
Industry Financial Services
Experience
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
James Corliss James Corliss's Merrill Lynch Experience July 2003 - September 2003
Job Outside Sales Representative at Reliable Fence Boston
Industry Construction
Experience
Reliable Fence Boston May 2015 - Present
Cardillo Construction October 2013 - April 2015
Follett Company March 2009 - October 2013
State Street February 2005 - December 2008
Merrill Lynch July 2003 - September 2003
Mystic Pizza II May 2002 - July 2003
Law Offices of Jeffrey S Glassman LLP January 2002 - April 2002
Communispace Corporation June 2000 - September 2000
Dent Wizard International June 1999 - September 1999
Fidelity Management Trust Company June 1998 - September 1998
Skills
Outside Sales, Financial Modeling, Accounting, CRM, Financial Analysis, Project Management, Risk Management, Investment Management, Mutual Funds, Derivatives, Bond Markets, Financial Services, Microsoft Office, Bloomberg, Process Improvement, Legal Writing, Data Analysis
Education
Boston University Graduate School of Management 2007 — 2008
Investment Management
Northeastern University 2001 — 2001
Paralegal Professional Cert.
Connecticut College 1997 — 2001
Bachelor of Arts, Government
Marshfield High School 1992 — 1997
High School
Reliable Fence Boston May 2015 - Present
Cardillo Construction October 2013 - April 2015
Follett Company March 2009 - October 2013
State Street February 2005 - December 2008
Merrill Lynch July 2003 - September 2003
Mystic Pizza II May 2002 - July 2003
Law Offices of Jeffrey S Glassman LLP January 2002 - April 2002
Communispace Corporation June 2000 - September 2000
Dent Wizard International June 1999 - September 1999
Fidelity Management Trust Company June 1998 - September 1998
Skills
Outside Sales, Financial Modeling, Accounting, CRM, Financial Analysis, Project Management, Risk Management, Investment Management, Mutual Funds, Derivatives, Bond Markets, Financial Services, Microsoft Office, Bloomberg, Process Improvement, Legal Writing, Data Analysis
Education
Boston University Graduate School of Management 2007 — 2008
Investment Management
Northeastern University 2001 — 2001
Paralegal Professional Cert.
Connecticut College 1997 — 2001
Bachelor of Arts, Government
Marshfield High School 1992 — 1997
High School
Bridget Eastes's Merrill Lynch Experience January 2012 - May 2012
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Beaumont Hospital June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Crown Cleaners March 2006 - August 2011
Southern California Edison March 2010 - August 2010
Skills
Microsoft Office, Customer Service, Time Management, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Market Research, Research, Teamwork, Event Planning, Social Media, Accounting, Management, Public Speaking
Education
Boston University - School of Management 2010 — 2014
Bachelors of Science Business Administration, Accounting and Law
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Beaumont Hospital June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Crown Cleaners March 2006 - August 2011
Southern California Edison March 2010 - August 2010
Skills
Microsoft Office, Customer Service, Time Management, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Market Research, Research, Teamwork, Event Planning, Social Media, Accounting, Management, Public Speaking
Education
Boston University - School of Management 2010 — 2014
Bachelors of Science Business Administration, Accounting and Law
Tom Leander's Merrill Lynch Experience November 2003 - May 2006
Job Financial Professional with extensive Banking, Planning and Real Estate Broker
Industry Real Estate
Experience
Keller Williams West Sound May 2014 - Present
Excell Dental Consulting January 2010 - Present
HomeStreet Bank October 2012 - October 2013
West Coast Bank January 2011 - July 2012
Sterling Savings Bank June 2006 - December 2009
Merrill Lynch November 2003 - May 2006
Harbor Bank June 1996 - February 2002
Skills
Commercial Banking, Commercial Lending, Loans, Asset Based Lending, Banking, Banking Relationships, Budgets, Business Development, Commercial Real Estate, Construction Loans, Consumer Lending, Credit, Credit Analysis, Deposits, Due Diligence, Finance, Financial Analysis, Financial Services, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Mortgage Lending, New Business Development, Portfolio Management, Real Estate, Retirement, Retirement Planning, Small Business, Small Business Lending, Strategic Planning, Team Leadership, Treasury Management, Underwriting, Wealth Management..., Loan Origination, Commercial Mortgages, Cash Management
Education
Boston University 1984 — 1986
MBA, Banking, Corporate, Finance
Kansas State University
Bachelor's degree, Broadcast Journalism
Keller Williams West Sound May 2014 - Present
Excell Dental Consulting January 2010 - Present
HomeStreet Bank October 2012 - October 2013
West Coast Bank January 2011 - July 2012
Sterling Savings Bank June 2006 - December 2009
Merrill Lynch November 2003 - May 2006
Harbor Bank June 1996 - February 2002
Skills
Commercial Banking, Commercial Lending, Loans, Asset Based Lending, Banking, Banking Relationships, Budgets, Business Development, Commercial Real Estate, Construction Loans, Consumer Lending, Credit, Credit Analysis, Deposits, Due Diligence, Finance, Financial Analysis, Financial Services, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Mortgage Lending, New Business Development, Portfolio Management, Real Estate, Retirement, Retirement Planning, Small Business, Small Business Lending, Strategic Planning, Team Leadership, Treasury Management, Underwriting, Wealth Management..., Loan Origination, Commercial Mortgages, Cash Management
Education
Boston University 1984 — 1986
MBA, Banking, Corporate, Finance
Kansas State University
Bachelor's degree, Broadcast Journalism
Linda Yin Linda Yin's Merrill Lynch Experience January 2010 - May 2010
Job Project Manager, Social Media Marketing at Salesforce
Industry Marketing and Advertising
Experience
Salesforce September 2015 - Present
Digitas September 2012 - September 2015
Ahead September 2011 - August 2012
Burson-Marsteller June 2010 - September 2011
Merrill Lynch January 2010 - May 2010
Marketing Science Institute January 2010 - May 2010
Hearst Corporation May 2009 - August 2009
Boston University Office of Residential Life August 2008 - May 2009
Cambridge Focus October 2006 - August 2007
Education
Harvard University 2013 — 2017
Master of Liberal Arts in Extension Studies, Sustainability and Environmental Management
General Assembly
User Experience Design
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration
Salesforce September 2015 - Present
Digitas September 2012 - September 2015
Ahead September 2011 - August 2012
Burson-Marsteller June 2010 - September 2011
Merrill Lynch January 2010 - May 2010
Marketing Science Institute January 2010 - May 2010
Hearst Corporation May 2009 - August 2009
Boston University Office of Residential Life August 2008 - May 2009
Cambridge Focus October 2006 - August 2007
Education
Harvard University 2013 — 2017
Master of Liberal Arts in Extension Studies, Sustainability and Environmental Management
General Assembly
User Experience Design
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration
Emily Saari, CFP®'s Merrill Lynch Experience August 2009 - Present
Job at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2009 - Present
Rampart Investment Management July 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Skills
Hedge Funds, Alternative Investments, Securities, Series 7, Bloomberg, Investments, Mutual Funds, Equities, Series 63, Fixed Income, Asset Managment, Investment Management, Asset Allocation, Options, Investment Advisory, Retirement Planning
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance
Merrill Lynch August 2009 - Present
Rampart Investment Management July 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Skills
Hedge Funds, Alternative Investments, Securities, Series 7, Bloomberg, Investments, Mutual Funds, Equities, Series 63, Fixed Income, Asset Managment, Investment Management, Asset Allocation, Options, Investment Advisory, Retirement Planning
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance
Andrew McGinnis's Merrill Lynch Experience 2000 - 2010
Job Director, American Express Finance
Industry Banking
Experience
American Express March 2010 - Present
Merrill Lynch 2000 - 2010
GE Capital 1996 - 2000
Skills
Financial Modeling, Equities, Strategic Financial..., Financial Analysis, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Corporate Finance, Due Diligence, Asset Managment, Securities, Asset Management, Valuation, Management
Education
Boston University Questrom School of Business 1991 — 1995
BSBA, Finance
American Express March 2010 - Present
Merrill Lynch 2000 - 2010
GE Capital 1996 - 2000
Skills
Financial Modeling, Equities, Strategic Financial..., Financial Analysis, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Corporate Finance, Due Diligence, Asset Managment, Securities, Asset Management, Valuation, Management
Education
Boston University Questrom School of Business 1991 — 1995
BSBA, Finance
Ryan Goddu's Merrill Lynch Experience September 2009 - January 2010
Job Hedge Fund Operations specialist at International Fund Services, a State Street Company
Industry Financial Services
Experience
International Fund Services, a State Street Company February 2010 - Present
Merrill Lynch September 2009 - January 2010
Dan D'onfro's World-Class Kenpo Karate April 1998 - September 2009
College Pro Painters June 2007 - September 2008
Dartmouth, MA. Department of Mental health January 2006 - September 2008
Education
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Entrepreneurship
International Fund Services, a State Street Company February 2010 - Present
Merrill Lynch September 2009 - January 2010
Dan D'onfro's World-Class Kenpo Karate April 1998 - September 2009
College Pro Painters June 2007 - September 2008
Dartmouth, MA. Department of Mental health January 2006 - September 2008
Education
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Entrepreneurship
Matthew Parlengas's Merrill Lynch Experience October 2011 - April 2012
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments February 2013 - Present
JPMorgan Chase July 2012 - February 2013
Merrill Lynch October 2011 - April 2012
Quabbin Wire & Cable Co., Inc. June 2011 - August 2011
Dow Jones February 2011 - April 2011
Bulfinch Hotel May 2010 - December 2010
LEGO Systems, Inc. June 2009 - January 2010
Skills
Customer Service, Sales, Phone Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Facebook, Social Media, Financial Analysis, Outlook, Investments
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Minnechaung Regional High School 2004 — 2008
diploma, college prep
Mercer Investments February 2013 - Present
JPMorgan Chase July 2012 - February 2013
Merrill Lynch October 2011 - April 2012
Quabbin Wire & Cable Co., Inc. June 2011 - August 2011
Dow Jones February 2011 - April 2011
Bulfinch Hotel May 2010 - December 2010
LEGO Systems, Inc. June 2009 - January 2010
Skills
Customer Service, Sales, Phone Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Facebook, Social Media, Financial Analysis, Outlook, Investments
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Minnechaung Regional High School 2004 — 2008
diploma, college prep
Jason M. Lipp, CFA, CAIA's Merrill Lynch Experience 2011 - Present
Job Vice President | Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Peter Marron Jr's Merrill Lynch Experience January 2008 - April 2010
Job Real Estate Agent / Investment / Development / Management
Industry Real Estate
Experience
Marron Associates, Inc. April 2010 - Present
Marron Gildea Realtors April 2010 - Present
The Marron Foundation April 2007 - Present
Ho-Ho-Kus Volunteer Fire Department April 1999 - Present
Merrill Lynch January 2008 - April 2010
Hold Brothers Capital, LLC October 2006 - December 2007
Marron Financial Marketing August 2002 - December 2007
Cowen Group, Inc. February 2005 - July 2006
Merrill Lynch & Co. June 2003 - August 2003
Merrill Lynch & Co. June 2002 - August 2002
Skills
Short Sales, Negotiation, Real Estate, Capital Markets, Relocation, Wealth Management, Equities, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Valuation, Investment Properties, Sellers, Brokerage, Sales, Residential Homes, Trading, Investments
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Don Bosco Preparatory High School 1996 — 2000
Marron Associates, Inc. April 2010 - Present
Marron Gildea Realtors April 2010 - Present
The Marron Foundation April 2007 - Present
Ho-Ho-Kus Volunteer Fire Department April 1999 - Present
Merrill Lynch January 2008 - April 2010
Hold Brothers Capital, LLC October 2006 - December 2007
Marron Financial Marketing August 2002 - December 2007
Cowen Group, Inc. February 2005 - July 2006
Merrill Lynch & Co. June 2003 - August 2003
Merrill Lynch & Co. June 2002 - August 2002
Skills
Short Sales, Negotiation, Real Estate, Capital Markets, Relocation, Wealth Management, Equities, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Valuation, Investment Properties, Sellers, Brokerage, Sales, Residential Homes, Trading, Investments
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Don Bosco Preparatory High School 1996 — 2000
Joe Cantu's Merrill Lynch Experience August 2007 - January 2010
Job Chief Investment Officer and President at CANTU TACTICAL WEALTH MANAGEMENT, INC.
Industry Investment Management
Experience
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
Wesley Black's Merrill Lynch Experience January 2010 - May 2010
Job Associate at JMC Capital Partners
Industry Venture Capital & Private Equity
Experience
JMC Capital Partners May 2014 - Present
NewStar Financial June 2011 - April 2014
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income
Education
Boston University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
JMC Capital Partners May 2014 - Present
NewStar Financial June 2011 - April 2014
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income
Education
Boston University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Anand Parikh's Merrill Lynch Experience January 2012 - May 2012
Job Funds Management Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JP Morgan Asset Management May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Excel, Financial Planning, Financial Analysis, Sales Process, Strategic Financial..., Microsoft Excel, Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Concentrating in Finance
JPMorgan Chase July 2013 - Present
JP Morgan Asset Management May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Excel, Financial Planning, Financial Analysis, Sales Process, Strategic Financial..., Microsoft Excel, Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Concentrating in Finance
Haobo (Bobo) Shen's Merrill Lynch Experience January 2012 - May 2012
Job Junior Engagement Manager at EIU Canback
Industry Management Consulting
Experience
EIU Canback July 2015 - Present
EIU Canback February 2015 - June 2015
Canback & Company July 2013 - January 2015
Boston University School of Management September 2011 - May 2013
John Hancock Financial Services May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Boston University School of Management January 2011 - December 2011
Boston University School of Management September 2010 - May 2011
China Construction Bank August 2010 - August 2010
Skills
Statistical Data..., Microsoft Excel, VBA, Stata, Statistics, Analysis, Economics, SAS, Access, Microsoft Office, Microsoft Word, Management, Matlab, PowerPoint, Data Analysis, Leadership, Teaching, Financial Analysis, Investments, Java, Event Planning, Facebook, Financial Modeling, WordPress, Social Media, Social Networking, Public Speaking, Bloomberg, Social Media Marketing, Photoshop
Education
Boston University - School of Management 2009 — 2013
Bechelor, Finance; Statistics, 3.85
The Chinese University of Hong Kong 2010 — 2010
Summer School
Baptist Lui Ming Choi Secondary School, Hong Kong 2003 — 2009
High School
EIU Canback July 2015 - Present
EIU Canback February 2015 - June 2015
Canback & Company July 2013 - January 2015
Boston University School of Management September 2011 - May 2013
John Hancock Financial Services May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Boston University School of Management January 2011 - December 2011
Boston University School of Management September 2010 - May 2011
China Construction Bank August 2010 - August 2010
Skills
Statistical Data..., Microsoft Excel, VBA, Stata, Statistics, Analysis, Economics, SAS, Access, Microsoft Office, Microsoft Word, Management, Matlab, PowerPoint, Data Analysis, Leadership, Teaching, Financial Analysis, Investments, Java, Event Planning, Facebook, Financial Modeling, WordPress, Social Media, Social Networking, Public Speaking, Bloomberg, Social Media Marketing, Photoshop
Education
Boston University - School of Management 2009 — 2013
Bechelor, Finance; Statistics, 3.85
The Chinese University of Hong Kong 2010 — 2010
Summer School
Baptist Lui Ming Choi Secondary School, Hong Kong 2003 — 2009
High School
Sudeep Pal, CFA's Merrill Lynch Experience May 2007 - August 2007
Job Associate, Corporate Finance Advisory at HSBC
Industry Banking
Experience
HSBC Securities February 2014 - Present
HSBC Securities March 2010 - February 2014
Bank of America June 2008 - February 2010
Boston University School of Management September 2007 - May 2008
Sony Electronics September 2006 - May 2008
Merrill Lynch May 2007 - August 2007
MetLife Investments May 2006 - August 2006
Key Club International July 2003 - July 2004
Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management
Boston University - School of Management 2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor
HSBC Securities February 2014 - Present
HSBC Securities March 2010 - February 2014
Bank of America June 2008 - February 2010
Boston University School of Management September 2007 - May 2008
Sony Electronics September 2006 - May 2008
Merrill Lynch May 2007 - August 2007
MetLife Investments May 2006 - August 2006
Key Club International July 2003 - July 2004
Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management
Boston University - School of Management 2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor
Courtney McDonald's Merrill Lynch Experience June 2014 - August 2014
Job Research Analyst at Cognolink Limited
Industry Financial Services
Experience
Cognolink Limited July 2015 - Present
St. James’s Place Wealth Management October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
qlogix April 2013 - September 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude
Cognolink Limited July 2015 - Present
St. James’s Place Wealth Management October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
qlogix April 2013 - September 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude
Tyler James's Merrill Lynch Experience May 2014 - August 2014
Job Resident Assistant at Boston University
Industry Education Management
Experience
Travelers June 2015 - August 2015
Boston University Academic Center January 2015 - May 2015
ActionAid January 2015 - April 2015
Merrill Lynch May 2014 - August 2014
CBRE July 2013 - August 2013
Marketsearch Insurance Agency May 2013 - July 2013
Oglethorpe Power Corporation June 2011 - August 2012
Business RadioX September 2011 - May 2012
Sweetwater Pools Management May 2010 - September 2010
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Research, Time Management, Public Speaking, Social Media, Customer Service, Project Management, Social Networking, Fundraising, Public Relations, Blogging, Microsoft Office..., Data Analysis, Budget Management
Education
Boston University 2012 — 2016
Bachelor's degree, Economics, Junior
Tucker High School 2008 — 2012
Travelers June 2015 - August 2015
Boston University Academic Center January 2015 - May 2015
ActionAid January 2015 - April 2015
Merrill Lynch May 2014 - August 2014
CBRE July 2013 - August 2013
Marketsearch Insurance Agency May 2013 - July 2013
Oglethorpe Power Corporation June 2011 - August 2012
Business RadioX September 2011 - May 2012
Sweetwater Pools Management May 2010 - September 2010
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Research, Time Management, Public Speaking, Social Media, Customer Service, Project Management, Social Networking, Fundraising, Public Relations, Blogging, Microsoft Office..., Data Analysis, Budget Management
Education
Boston University 2012 — 2016
Bachelor's degree, Economics, Junior
Tucker High School 2008 — 2012
Matthew Confer Matthew Confer's Merrill Lynch Experience June 2005 - August 2005
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2014 - Present
Deloitte Consulting September 2011 - August 2014
Deloitte Consulting September 2010 - August 2011
Deloitte Consulting June 2008 - September 2010
Fidelity Investments June 2007 - August 2007
Citigroup September 2006 - December 2006
Smith Barney June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance, Marketing
Wheaton College 2004 — 2008
Bachelor of Science, Economics
Deloitte Consulting September 2014 - Present
Deloitte Consulting September 2011 - August 2014
Deloitte Consulting September 2010 - August 2011
Deloitte Consulting June 2008 - September 2010
Fidelity Investments June 2007 - August 2007
Citigroup September 2006 - December 2006
Smith Barney June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance, Marketing
Wheaton College 2004 — 2008
Bachelor of Science, Economics
Tuyet-Minh Hoang's Merrill Lynch Experience April 2011 - December 2013
Job Financial Solutions Advisor, VP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Margaret Hung's Merrill Lynch Experience October 2012 - November 2012
Job Business Analyst at Kurt Salmon
Industry Financial Services
Experience
Kurt Salmon July 2015 - Present
Amazon July 2014 - May 2015
shin kong financial holding company July 2013 - August 2013
Merrill Lynch October 2012 - November 2012
Massoud & Co. July 2012 - August 2012
Fidelity Investments March 2012 - March 2012
Deloitte July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Management, Public Speaking, Event Planning, Investments, Teamwork, Project Management, E-commerce, Mandarin, Bloomberg Software, Economics, Equities, Vendor Relations, Customer Satisfaction, Data Analysis, Outsourcing Management, Vendor Relationship..., Reporting & Analysis, Retail, Online Retail, Equity Research, Financial Planning, Auditing, Bloomberg Terminal, Strategic Financial..., Outlook, Business Strategy, Wealth Management, Offshore Outsourcing, Outsourcing
Education
Boston University - School of Management 2010 — 2014
BS, Accounting and Finance, 3.82
Taipei First Girls High School 2007 — 2010
3.88
Kurt Salmon July 2015 - Present
Amazon July 2014 - May 2015
shin kong financial holding company July 2013 - August 2013
Merrill Lynch October 2012 - November 2012
Massoud & Co. July 2012 - August 2012
Fidelity Investments March 2012 - March 2012
Deloitte July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Management, Public Speaking, Event Planning, Investments, Teamwork, Project Management, E-commerce, Mandarin, Bloomberg Software, Economics, Equities, Vendor Relations, Customer Satisfaction, Data Analysis, Outsourcing Management, Vendor Relationship..., Reporting & Analysis, Retail, Online Retail, Equity Research, Financial Planning, Auditing, Bloomberg Terminal, Strategic Financial..., Outlook, Business Strategy, Wealth Management, Offshore Outsourcing, Outsourcing
Education
Boston University - School of Management 2010 — 2014
BS, Accounting and Finance, 3.82
Taipei First Girls High School 2007 — 2010
3.88
Logan Carbonari's Merrill Lynch Experience June 2009 - August 2009
Job Sales Representative
Industry Food Production
Experience
Unitherm Food Systems, Inc. September 2015 - Present
LinkedIn September 2013 - July 2015
LinkedIn August 2013 - September 2013
LinkedIn January 2013 - July 2013
LinkedIn March 2012 - December 2012
Lord, Abbett & Co. LLC December 2011 - March 2012
LevelUp June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Investments, Sales, Cold Calling, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, Business Development, Sales Management, Negotiation, Advertising, Customer Service, Account Management, Salesforce.com, New Business Development, Ping Pong, Social Media Marketing, Marketing, Lead Generation, Marketing Strategy, Recruiting, Digital Marketing, Enterprise Software, Product Development, Leadership, Strategy, Social Networking, Networking
Education
Boston University - School of Management
Bachelor of Science, Business Administration, Marketing, Law
Unitherm Food Systems, Inc. September 2015 - Present
LinkedIn September 2013 - July 2015
LinkedIn August 2013 - September 2013
LinkedIn January 2013 - July 2013
LinkedIn March 2012 - December 2012
Lord, Abbett & Co. LLC December 2011 - March 2012
LevelUp June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Investments, Sales, Cold Calling, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, Business Development, Sales Management, Negotiation, Advertising, Customer Service, Account Management, Salesforce.com, New Business Development, Ping Pong, Social Media Marketing, Marketing, Lead Generation, Marketing Strategy, Recruiting, Digital Marketing, Enterprise Software, Product Development, Leadership, Strategy, Social Networking, Networking
Education
Boston University - School of Management
Bachelor of Science, Business Administration, Marketing, Law
Andrea Lowenthal Andrea Lowenthal's Merrill Lynch Experience October 1994 - December 2002
Job Head of Legal, America, at Australia and New Zealand Banking Group
Industry Financial Services
Experience
Australia and New Zealand Banking Group April 2014 - Present
Golden Seeds LLC January 2014 - Present
RBS Citizens Financial Group November 2011 - February 2014
Law Offices of Andrea Lowenthal May 2003 - October 2011
Merrill Lynch October 1994 - December 2002
Shearman & Sterling LLP September 1988 - September 1992
Skills
Corporate Governance, Private Equity, Joint Ventures, Mergers & Acquisitions, Corporate Development, Capital Markets, Equity Capital Markets, Regulatory Affairs, Compliance, Corporate Law, Executive Management
Education
Brooklyn Law School 1985 — 1988
J.D. cum laude
Boston University - School of Management 1976 — 1980
B.S., summa cum laude, Economics, Marketing
Australia and New Zealand Banking Group April 2014 - Present
Golden Seeds LLC January 2014 - Present
RBS Citizens Financial Group November 2011 - February 2014
Law Offices of Andrea Lowenthal May 2003 - October 2011
Merrill Lynch October 1994 - December 2002
Shearman & Sterling LLP September 1988 - September 1992
Skills
Corporate Governance, Private Equity, Joint Ventures, Mergers & Acquisitions, Corporate Development, Capital Markets, Equity Capital Markets, Regulatory Affairs, Compliance, Corporate Law, Executive Management
Education
Brooklyn Law School 1985 — 1988
J.D. cum laude
Boston University - School of Management 1976 — 1980
B.S., summa cum laude, Economics, Marketing
Sheila Camillus's Merrill Lynch Experience October 2000 - July 2006
Job Career Transition Partner → Résumés | Executive Bios | LinkedIn Profiles | Brand & Interview Coaching
Industry Professional Training & Coaching
Experience
Career Collaborations February 2008 - Present
Merrill Lynch October 2000 - July 2006
QuadraMed September 1999 - October 2000
Franklin Templeton Group April 1998 - June 1999
St. Peter's Adult Learning Center August 1994 - August 1995
Skills
Resume Writing, Interviews, Personal Branding, Job Search, Job Search Strategies, Career Management, Coaching, Career Development, Cover Letters, Interview Preparation, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments, Securities, Resume, Derivatives, Asset Allocation, Investment Strategies, Strategic Planning, Marketing, Business Development, Leadership, Mentoring
Education
University of Notre Dame 1990 — 1994
BA, Psychology
Boston University - School of Management 1995 — 1997
MBA
Career Collaborations February 2008 - Present
Merrill Lynch October 2000 - July 2006
QuadraMed September 1999 - October 2000
Franklin Templeton Group April 1998 - June 1999
St. Peter's Adult Learning Center August 1994 - August 1995
Skills
Resume Writing, Interviews, Personal Branding, Job Search, Job Search Strategies, Career Management, Coaching, Career Development, Cover Letters, Interview Preparation, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments, Securities, Resume, Derivatives, Asset Allocation, Investment Strategies, Strategic Planning, Marketing, Business Development, Leadership, Mentoring
Education
University of Notre Dame 1990 — 1994
BA, Psychology
Boston University - School of Management 1995 — 1997
MBA
John DeVito John DeVito's Merrill Lynch Experience January 2009 - August 2009
Job Commercial Loan Officer
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank December 2014 - Present
Cape Cod Five December 2012 - December 2014
South Shore Bank March 2012 - December 2012
South Shore Bank September 2010 - March 2012
Union Bank of Switzerland September 2009 - December 2009
Merrill Lynch January 2009 - August 2009
Skills
Credit Risk, Commercial Banking
Education
Boston University - Metropolitan College 2014 — 2016
Master of Science (MS), Banking and Finance
Mount Ida College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Nauset Regional High School 2001 — 2005
The Cape Cod Five Cents Savings Bank December 2014 - Present
Cape Cod Five December 2012 - December 2014
South Shore Bank March 2012 - December 2012
South Shore Bank September 2010 - March 2012
Union Bank of Switzerland September 2009 - December 2009
Merrill Lynch January 2009 - August 2009
Skills
Credit Risk, Commercial Banking
Education
Boston University - Metropolitan College 2014 — 2016
Master of Science (MS), Banking and Finance
Mount Ida College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Nauset Regional High School 2001 — 2005
Terence Ciavarra's Merrill Lynch Experience October 2011 - March 2012
Job Senior Associate, Enterprise Sales at EnerNOC
Industry Oil & Energy
Experience
EnerNOC June 2015 - Present
EnerNOC November 2013 - Present
EnerNOC January 2013 - September 2013
Merrill Lynch October 2011 - March 2012
Skills
Management, Energy Efficiency, Business Development, Demand Response, Program Management, Electricity Markets, Process Improvement, Leadership, Success Driven, Financial Analysis, Cold Calling, Quota Achievement, CRM
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Environmental Analysis and Policy
Franklin Pierce University 2012 — 2013
Master of Business Administration (MBA), Energy and Sustainability
Worcester Academy 2004 — 2008
EnerNOC June 2015 - Present
EnerNOC November 2013 - Present
EnerNOC January 2013 - September 2013
Merrill Lynch October 2011 - March 2012
Skills
Management, Energy Efficiency, Business Development, Demand Response, Program Management, Electricity Markets, Process Improvement, Leadership, Success Driven, Financial Analysis, Cold Calling, Quota Achievement, CRM
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Environmental Analysis and Policy
Franklin Pierce University 2012 — 2013
Master of Business Administration (MBA), Energy and Sustainability
Worcester Academy 2004 — 2008
Kyle Paczkowski Kyle Paczkowski's Merrill Lynch Experience May 2011 - August 2011
Job Staff Accountant at EF Education First
Industry Higher Education
Experience
EF Education First September 2015 - Present
Boston University Dining January 2013 - Present
EF Education First June 2015 - August 2015
Enterprise Rent-A-Car May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
McDonald's Corporation May 2005 - June 2010
K&J Landscaping March 2007 - November 2009
Skills
Customer Service, Microsoft Excel, Facebook, Sales, PowerPoint, Microsoft Office, Marketing, Management, Microsoft Word, Outlook, Social Media, Public Speaking, Leadership, Employee Relations, Teamwork, Research, Data Analysis, Event Planning, Inventory Management
Education
Boston University - School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Suffolk County Community College 2007 — 2010
Associates of Science, Business Administration
EF Education First September 2015 - Present
Boston University Dining January 2013 - Present
EF Education First June 2015 - August 2015
Enterprise Rent-A-Car May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
McDonald's Corporation May 2005 - June 2010
K&J Landscaping March 2007 - November 2009
Skills
Customer Service, Microsoft Excel, Facebook, Sales, PowerPoint, Microsoft Office, Marketing, Management, Microsoft Word, Outlook, Social Media, Public Speaking, Leadership, Employee Relations, Teamwork, Research, Data Analysis, Event Planning, Inventory Management
Education
Boston University - School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Suffolk County Community College 2007 — 2010
Associates of Science, Business Administration
Giuseppe Stuto's Merrill Lynch Experience June 2010 - August 2010
Job CoFounder at SmackHigh. Mentor at BUILD.
Industry Computer Software
Experience
SmackHigh February 2014 - Present
BUILD April 2013 - June 2014
ShoutHub March 2012 - April 2013
Auctus Partners December 2010 - March 2012
SVG Capital January 2011 - May 2011
OTR Global September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Gordon Brothers Group January 2009 - September 2009
Skills
Start-ups, Valuation, Venture Capital, Software Development, Fundraising, Lean Startup, Startup Development, Software Project..., Software Architectural..., Objective-C, JavaScript, HTML5, iPhone Application..., Mobile Application..., Due Diligence, PowerPoint, Social Media, Business Development, Business Planning, Financial Modeling, Finance, Financial Analysis, Management, Private Equity, Strategy, Investments, Mobile Applications, Entrepreneurship, Leadership
Education
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
Malden Catholic High School 2003 — 2007
SmackHigh February 2014 - Present
BUILD April 2013 - June 2014
ShoutHub March 2012 - April 2013
Auctus Partners December 2010 - March 2012
SVG Capital January 2011 - May 2011
OTR Global September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Gordon Brothers Group January 2009 - September 2009
Skills
Start-ups, Valuation, Venture Capital, Software Development, Fundraising, Lean Startup, Startup Development, Software Project..., Software Architectural..., Objective-C, JavaScript, HTML5, iPhone Application..., Mobile Application..., Due Diligence, PowerPoint, Social Media, Business Development, Business Planning, Financial Modeling, Finance, Financial Analysis, Management, Private Equity, Strategy, Investments, Mobile Applications, Entrepreneurship, Leadership
Education
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
Malden Catholic High School 2003 — 2007
Voula Kanavas's Merrill Lynch Experience March 2010 - Present
Job Equity Sales at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
UniCredit Markets & Investment Banking July 2007 - July 2008
ABN AMRO December 2005 - May 2007
Bloomberg LP 2003 - 2005
Skills
FX Options, Equities, Bloomberg
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Merrill Lynch March 2010 - Present
UniCredit Markets & Investment Banking July 2007 - July 2008
ABN AMRO December 2005 - May 2007
Bloomberg LP 2003 - 2005
Skills
FX Options, Equities, Bloomberg
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Alexandra Hough's Merrill Lynch Experience February 2014 - May 2014
Job Private Wealth Management Intern at Merrill Lynch
Industry
Experience
EY Business Development Summer AnalystHSBC Global Banking and MarketsJune 2014 - August 2014
Merrill Lynch February 2014 - May 2014
J.P. Morgan July 2013 - August 2013
Africa International Advisors November 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science (BS), Business Administration
Boston University Questrom School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance
EY Business Development Summer AnalystHSBC Global Banking and MarketsJune 2014 - August 2014
Merrill Lynch February 2014 - May 2014
J.P. Morgan July 2013 - August 2013
Africa International Advisors November 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science (BS), Business Administration
Boston University Questrom School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance
Anna Knyazhitskaya's Merrill Lynch Experience July 2007 - May 2010
Job MBA Intern at SalonCentric A Division of L'Oreal USA
Industry Financial Services
Experience
Plot Guru January 2015 - May 2015
HSBC Securities May 2010 - June 2014
Merrill Lynch July 2007 - May 2010
Skills
Project Management, Microsoft Excel, Analytics, Data Analysis, PowerPoint, Microsoft Word, Research, Middle Office, Securities Lending, Business Analysis, Finance, Financial Analysis, Valuation, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University - School of Management 2004 — 2007
Bachelor of Science (BS), Business Administration and Management with a concentration in Finance
Plot Guru January 2015 - May 2015
HSBC Securities May 2010 - June 2014
Merrill Lynch July 2007 - May 2010
Skills
Project Management, Microsoft Excel, Analytics, Data Analysis, PowerPoint, Microsoft Word, Research, Middle Office, Securities Lending, Business Analysis, Finance, Financial Analysis, Valuation, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University - School of Management 2004 — 2007
Bachelor of Science (BS), Business Administration and Management with a concentration in Finance
Sujee Saparamadu Sujee Saparamadu's Merrill Lynch Experience 2003 - 2004
Job CEO at OrangeHRM Inc
Industry Computer Software
Experience
OrangeHRM Inc 2006 - Present
Morgan Stanley January 1998 - July 2006
Merrill Lynch 2003 - 2004
hSenid Software International 2002 - 2003
Eastman Kodak 1996 - 1997
LaserData 1993 - 1996
Education
Boston University 1992 — 1993
MIS
University of New Haven 1989 — 1991
BS
DSS
OrangeHRM Inc 2006 - Present
Morgan Stanley January 1998 - July 2006
Merrill Lynch 2003 - 2004
hSenid Software International 2002 - 2003
Eastman Kodak 1996 - 1997
LaserData 1993 - 1996
Education
Boston University 1992 — 1993
MIS
University of New Haven 1989 — 1991
BS
DSS
Geno Zawrotny's Merrill Lynch Experience January 2000 - April 2000
Job Director, Private Securities Group
Industry Financial Services
Experience
SharesPost August 2012 - Present
Maverick Trading December 2011 - Present
Chimera Securities April 2010 - October 2011
Federated Investors February 2007 - March 2010
Federated Investors November 2004 - January 2007
Independent January 2004 - October 2004
Huntington National Bank July 2001 - December 2003
Merrill Lynch January 2000 - April 2000
Skills
Equities, Investments, Trading, Portfolio Management, Private Companies, Valuation, Private Equity, Equity Trading, Financial Modeling, Secondary Market, Venture Capital, Start-ups, Options, Finance, IPO, Investment Management, Alternative Investments, Technical Analysis, Asset Allocation, Hedge Funds, Series 7, FINRA, Financial Analysis, Securities, Equity Research, Financial Markets, Derivatives, Bloomberg, Private Placements, Fundamental Analysis, Equity Valuation, Pre-IPO, Sales Trader, Sales Management, Commodity Markets, Nasdaq Private Market, Futures Trading, Currency Futures
Education
Boston University - School of Management 2006 — 2008
Master of Science (M.S.), Investment Management
Grand Valley State University (Bill Seidman College of Business) 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
SharesPost August 2012 - Present
Maverick Trading December 2011 - Present
Chimera Securities April 2010 - October 2011
Federated Investors February 2007 - March 2010
Federated Investors November 2004 - January 2007
Independent January 2004 - October 2004
Huntington National Bank July 2001 - December 2003
Merrill Lynch January 2000 - April 2000
Skills
Equities, Investments, Trading, Portfolio Management, Private Companies, Valuation, Private Equity, Equity Trading, Financial Modeling, Secondary Market, Venture Capital, Start-ups, Options, Finance, IPO, Investment Management, Alternative Investments, Technical Analysis, Asset Allocation, Hedge Funds, Series 7, FINRA, Financial Analysis, Securities, Equity Research, Financial Markets, Derivatives, Bloomberg, Private Placements, Fundamental Analysis, Equity Valuation, Pre-IPO, Sales Trader, Sales Management, Commodity Markets, Nasdaq Private Market, Futures Trading, Currency Futures
Education
Boston University - School of Management 2006 — 2008
Master of Science (M.S.), Investment Management
Grand Valley State University (Bill Seidman College of Business) 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Mark VanKouteren Mark VanKouteren's Merrill Lynch Experience January 1999 - September 2003
Job SVP, Global Alternative Investment ServIces, Inc. at Wells Fargo
Industry Financial Services
Experience
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Emerson Rogers's Merrill Lynch Experience May 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
AXA Advisors June 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Customer Service, Writing, Teamwork, Time Management, Microsoft Word, Business Strategy, Finance, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Business Law
Brooks School 2006 — 2010
General Education
Merrill Lynch May 2015 - Present
AXA Advisors June 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Customer Service, Writing, Teamwork, Time Management, Microsoft Word, Business Strategy, Finance, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Business Law
Brooks School 2006 — 2010
General Education
Eric W. Lo Eric W. Lo's Merrill Lynch Experience June 2000 - May 2004
Job Vice President Guy Carpenter Strategic Advisory
Industry Financial Services
Experience
Marsh & McLennan Companies July 2011 - Present
General Motors June 2010 - July 2011
General Electric October 2004 - July 2008
JP Morgan Chase May 2004 - October 2004
Merrill Lynch June 2000 - May 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, Finance / General Management
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance / Economics
Clarkson University - The Clarkson School 1995 — 1996
Biology/Biological Sciences, General
Bergenfield High School 1992 — 1995
Marsh & McLennan Companies July 2011 - Present
General Motors June 2010 - July 2011
General Electric October 2004 - July 2008
JP Morgan Chase May 2004 - October 2004
Merrill Lynch June 2000 - May 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, Finance / General Management
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance / Economics
Clarkson University - The Clarkson School 1995 — 1996
Biology/Biological Sciences, General
Bergenfield High School 1992 — 1995
Michael Guigli's Merrill Lynch Experience February 2006 - June 2006
Job Marketing Manager, Twitter Amplify at Twitter
Industry Marketing and Advertising
Experience
Twitter December 2013 - Present
Twitter February 2013 - November 2013
Bluefin Labs October 2012 - March 2013
Bluefin Labs January 2012 - October 2012
Bluefin Labs July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
MediaVest May 2007 - July 2009
JPMorgan Chase July 2006 - May 2007
Merrill Lynch February 2006 - June 2006
Skills
Analytics, Analysis, Data Analysis, Management, Social Media Marketing, Social Media, Competitive Analysis, Marketing Strategy, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Microsoft Excel, General Awesomeness, Marketing, Product Management, Market Research, Product Marketing, Digital Marketing, Budgets, Awesomeness
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy & Business Analysis
Boston University Graduate School of Management 2009 — 2011
Master of Science (MS), Information Systems
Tufts University 2002 — 2006
BA, Economics
Twitter December 2013 - Present
Twitter February 2013 - November 2013
Bluefin Labs October 2012 - March 2013
Bluefin Labs January 2012 - October 2012
Bluefin Labs July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
MediaVest May 2007 - July 2009
JPMorgan Chase July 2006 - May 2007
Merrill Lynch February 2006 - June 2006
Skills
Analytics, Analysis, Data Analysis, Management, Social Media Marketing, Social Media, Competitive Analysis, Marketing Strategy, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Microsoft Excel, General Awesomeness, Marketing, Product Management, Market Research, Product Marketing, Digital Marketing, Budgets, Awesomeness
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy & Business Analysis
Boston University Graduate School of Management 2009 — 2011
Master of Science (MS), Information Systems
Tufts University 2002 — 2006
BA, Economics
Gregory Fortier's Merrill Lynch Experience May 2011 - June 2012
Job Financial Consultant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Merrill Lynch May 2011 - June 2012
Merrill Lynch September 2008 - December 2010
Forty Seven Apparel and Headware September 2009 - May 2010
UBS April 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
CFA Institute
CFA Level Two Candidate
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Merrill Lynch May 2011 - June 2012
Merrill Lynch September 2008 - December 2010
Forty Seven Apparel and Headware September 2009 - May 2010
UBS April 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
CFA Institute
CFA Level Two Candidate
Kayla Rodriguez's Merrill Lynch Experience June 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Education
Boston University - School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Merrill Lynch June 2010 - Present
Education
Boston University - School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Robert Zannotti's Merrill Lynch Experience December 1994 - August 1999
Job Vice President of Sales at Microdesk
Industry Computer Software
Experience
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Scott Klebanoff Scott Klebanoff's Merrill Lynch Experience September 2010 - July 2011
Job ABL Relationship Manager / Credit Analyst
Industry Banking
Experience
Wells Fargo Capital Finance July 2015 - Present
Salus Capital Partners June 2013 - July 2015
IBM May 2012 - August 2012
Merrill Lynch September 2010 - July 2011
Bank of America February 2008 - September 2010
Morgan Stanley August 2007 - December 2007
Procter & Gamble June 2003 - August 2006
Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
Bachelor's, Psychology
Wells Fargo Capital Finance July 2015 - Present
Salus Capital Partners June 2013 - July 2015
IBM May 2012 - August 2012
Merrill Lynch September 2010 - July 2011
Bank of America February 2008 - September 2010
Morgan Stanley August 2007 - December 2007
Procter & Gamble June 2003 - August 2006
Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
Bachelor's, Psychology
Jessica Erlikh's Merrill Lynch Experience October 2011 - June 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs Talent Development Team- Global Leadership and DiversityAnalystGoldman SachsJuly 2012 - Present
Merrill Lynch October 2011 - June 2012
Goldman Sachs June 2011 - August 2011
Hess Corporation June 2010 - August 2010
Skills
Capital Markets, Equities, Equity Trading, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Prime Brokerage, Social Media
Education
Boston University - School of Management 2008 — 2012
BBA, Finance, Business Law, Summa cum laude
Brooklyn Technical HS 2004 — 2008
High School Degree
Goldman Sachs Talent Development Team- Global Leadership and DiversityAnalystGoldman SachsJuly 2012 - Present
Merrill Lynch October 2011 - June 2012
Goldman Sachs June 2011 - August 2011
Hess Corporation June 2010 - August 2010
Skills
Capital Markets, Equities, Equity Trading, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Prime Brokerage, Social Media
Education
Boston University - School of Management 2008 — 2012
BBA, Finance, Business Law, Summa cum laude
Brooklyn Technical HS 2004 — 2008
High School Degree
Stephanie Sagey's Merrill Lynch Experience 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
First Wind 2012 - 2013
Howard Gotlieb Archival Research Center 2008 - 2012
Skills
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Professional, Merrill DataSite, Outlook, Public Speaking, Social Networking, Management, Microsoft Office, Editing, Invoicing, Access
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), Linguistics, History
Merrill Lynch 2013 - Present
First Wind 2012 - 2013
Howard Gotlieb Archival Research Center 2008 - 2012
Skills
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Professional, Merrill DataSite, Outlook, Public Speaking, Social Networking, Management, Microsoft Office, Editing, Invoicing, Access
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), Linguistics, History
Meghan Kearns Danaher's Merrill Lynch Experience January 2009 - June 2013
Job Avenue Capital, Business Development
Industry Investment Management
Experience
Avenue Capital Group July 2013 - Present
Merrill Lynch January 2009 - June 2013
Banc of America Investment Advisors, Inc. May 2004 - January 2009
Skills
Hedge Funds, Alternative Investments, Business Development, Series 7, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Mutual Funds, Wealth Management, Capital Markets, Asset Allocation, Series 63, Financial Modeling, Derivatives, Private Equity, Bloomberg, Securities, Valuation, Business Analysis
Education
Boston University Questrom School of Business 2002 — 2006
B.S., Finance
Avenue Capital Group July 2013 - Present
Merrill Lynch January 2009 - June 2013
Banc of America Investment Advisors, Inc. May 2004 - January 2009
Skills
Hedge Funds, Alternative Investments, Business Development, Series 7, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Mutual Funds, Wealth Management, Capital Markets, Asset Allocation, Series 63, Financial Modeling, Derivatives, Private Equity, Bloomberg, Securities, Valuation, Business Analysis
Education
Boston University Questrom School of Business 2002 — 2006
B.S., Finance
Jason Marx Jason Marx's Merrill Lynch Experience 1990 - 1995
Job Estate Planning, Elder Law/Special Needs Planning and Tax Attorney at Connell Foley LLP
Industry Law Practice
Experience
Connell Foley LLP July 2005 - Present
Steven R. Lehr, P.C. March 2002 - July 2005
Greenbaum, Rowe, Smith, Ravin Davis & Himmel March 2000 - March 2002
Schenck, Price, Smith & King, LLP March 1999 - March 2000
Rothstein Kass 1997 - 1999
Rothstein Kass 1997 - 1999
Merrill Lynch 1990 - 1995
Skills
Asset Protection, Trusts, Estate Planning, Estate Tax Planning, Elder Law, Special Needs Planning, Tax, Special Education, wills, Powers of Attorney, special needs trusts, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Business Transactions, LLC, Estate Administration, Bankruptcy, Gift Tax, Business Litigation, Appeals, Business Formation, Creditors' Rights, Corporate Law
Education
New York University School of Law 1999 — 2003
LL.M., Taxation
Seton Hall University School of Law 1995 — 1998
JD, Law (concentration in Taxation and Health Law)
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Huntington High School 1982 — 1986
Connell Foley LLP July 2005 - Present
Steven R. Lehr, P.C. March 2002 - July 2005
Greenbaum, Rowe, Smith, Ravin Davis & Himmel March 2000 - March 2002
Schenck, Price, Smith & King, LLP March 1999 - March 2000
Rothstein Kass 1997 - 1999
Rothstein Kass 1997 - 1999
Merrill Lynch 1990 - 1995
Skills
Asset Protection, Trusts, Estate Planning, Estate Tax Planning, Elder Law, Special Needs Planning, Tax, Special Education, wills, Powers of Attorney, special needs trusts, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Business Transactions, LLC, Estate Administration, Bankruptcy, Gift Tax, Business Litigation, Appeals, Business Formation, Creditors' Rights, Corporate Law
Education
New York University School of Law 1999 — 2003
LL.M., Taxation
Seton Hall University School of Law 1995 — 1998
JD, Law (concentration in Taxation and Health Law)
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Huntington High School 1982 — 1986
Maria Malinina's Merrill Lynch Experience March 2011 - May 2011
Job Associate Portfolio Manager
Industry Financial Services
Experience
AB June 2015 - Present
Ipreo March 2014 - May 2015
Ipreo September 2012 - March 2014
International Institute of Boston December 2011 - August 2012
Merrill Lynch March 2011 - May 2011
Skills
Excel, PowerPoint, Word, Sales Management, Microsoft Office, Strategic Planning, Research, Customer Service, Business Planning, Russian, Microsoft Word, Microsoft Excel, Bloomberg Terminal, FactSet
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance - Economics
AB June 2015 - Present
Ipreo March 2014 - May 2015
Ipreo September 2012 - March 2014
International Institute of Boston December 2011 - August 2012
Merrill Lynch March 2011 - May 2011
Skills
Excel, PowerPoint, Word, Sales Management, Microsoft Office, Strategic Planning, Research, Customer Service, Business Planning, Russian, Microsoft Word, Microsoft Excel, Bloomberg Terminal, FactSet
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance - Economics
Hena Vora's Merrill Lynch Experience May 2012 - August 2012
Job J.D. Candidate, Emory University School of Law
Industry Law Practice
Experience
Cravath, Swaine & Moore LLP July 2014 - June 2015
Cravath, Swaine & Moore LLP June 2013 - July 2014
Boston Suffolk County District Attorney's Office September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
JD Spicer & Co. Solicitors June 2011 - August 2011
Bristol-Myers Squibb June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Corporate Law, Legal Assistance, Legal Documents, Case Managment, Case Analysis, Financial Analysis, OS X, Litigation, Legal Research
Education
Emory University School of Law 2015 — 2018
Juris Doctor (J.D.)
Boston University - School of Management 2009 — 2012
BS, Business Law, Finance
Cravath, Swaine & Moore LLP July 2014 - June 2015
Cravath, Swaine & Moore LLP June 2013 - July 2014
Boston Suffolk County District Attorney's Office September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
JD Spicer & Co. Solicitors June 2011 - August 2011
Bristol-Myers Squibb June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Corporate Law, Legal Assistance, Legal Documents, Case Managment, Case Analysis, Financial Analysis, OS X, Litigation, Legal Research
Education
Emory University School of Law 2015 — 2018
Juris Doctor (J.D.)
Boston University - School of Management 2009 — 2012
BS, Business Law, Finance
Jim Reidy's Merrill Lynch Experience January 2001 - January 2003
Job Institutional Sales Trader
Industry Capital Markets
Experience
Self-employed Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global June 2011 - November 2011
JPMorgan Chase June 2007 - June 2011
HSBC Securities November 2005 - June 2007
Charles Schwab February 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance
Harvard University 1986 — 1990
Bachelor's degree, Government
Phillips Academy 1985 — 1986
Post Graduate
Self-employed Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global June 2011 - November 2011
JPMorgan Chase June 2007 - June 2011
HSBC Securities November 2005 - June 2007
Charles Schwab February 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance
Harvard University 1986 — 1990
Bachelor's degree, Government
Phillips Academy 1985 — 1986
Post Graduate
Matthew McGowan, CFA's Merrill Lynch Experience June 2008 - August 2008
Job CMBS Associate
Industry Financial Services
Experience
Natixis Real Estate Capital LLC November 2014 - Present
Fitch Ratings March 2014 - November 2014
Fitch Ratings June 2010 - March 2014
Royal Bank of Scotland February 2009 - April 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, Structured Finance, Excel, Analysis, PowerPoint, Word, Bonds, MBS, Credit Analysis, Commercial Mortgages, Financial Modeling, Modeling, Financial Statement..., CMBS, Trepp, Real Estate, Commercial Real Estate, Multitasking Skills, Superior Work Ethic, Presentations, Press Releases, Trend Analysis, Big Picture View, Credit Risk, Site Inspections, Microsoft Excel, Pivot Tables, Self-driven, Self-starter, Credit Rating, Loans, Bloomberg, V Lookups, Research, Valuation, Finance, Microsoft Word
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Natixis Real Estate Capital LLC November 2014 - Present
Fitch Ratings March 2014 - November 2014
Fitch Ratings June 2010 - March 2014
Royal Bank of Scotland February 2009 - April 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, Structured Finance, Excel, Analysis, PowerPoint, Word, Bonds, MBS, Credit Analysis, Commercial Mortgages, Financial Modeling, Modeling, Financial Statement..., CMBS, Trepp, Real Estate, Commercial Real Estate, Multitasking Skills, Superior Work Ethic, Presentations, Press Releases, Trend Analysis, Big Picture View, Credit Risk, Site Inspections, Microsoft Excel, Pivot Tables, Self-driven, Self-starter, Credit Rating, Loans, Bloomberg, V Lookups, Research, Valuation, Finance, Microsoft Word
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Will Mullin Will Mullin's Merrill Lynch Experience January 1996 - June 1999
Job President, Villanova Financial Services, Inc.
Industry Financial Services
Experience
Villanova Financial Services, Inc. June 2001 - Present
AXA Advisors June 2001 - July 2007
Merrill Lynch January 1996 - June 1999
Education
Boston University 1991 — 1993
M.S., Business Adminsitration
University of Tampa 1988 — 1990
B.S., Finance
Villanova Financial Services, Inc. June 2001 - Present
AXA Advisors June 2001 - July 2007
Merrill Lynch January 1996 - June 1999
Education
Boston University 1991 — 1993
M.S., Business Adminsitration
University of Tampa 1988 — 1990
B.S., Finance
Brad Allworth's Merrill Lynch Experience January 2009 - July 2009
Job Associate Leveraged Finance at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
RBS Citizens July 2014 - Present
Citigroup June 2011 - June 2014
Dominick & Dominick LLC May 2010 - August 2010
Merrill Lynch January 2009 - July 2009
InEnTec, LLC. June 2008 - August 2008
Skills
Microsoft Excel, Due Diligence, Valuation, Investment Banking, Competitive Analysis, Finance, Bloomberg, Leveraged Finance, Private Equity, Financial Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Concentration in Finance, Minor in History
Citigroup July 2015 - Present
RBS Citizens July 2014 - Present
Citigroup June 2011 - June 2014
Dominick & Dominick LLC May 2010 - August 2010
Merrill Lynch January 2009 - July 2009
InEnTec, LLC. June 2008 - August 2008
Skills
Microsoft Excel, Due Diligence, Valuation, Investment Banking, Competitive Analysis, Finance, Bloomberg, Leveraged Finance, Private Equity, Financial Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Concentration in Finance, Minor in History
David Litwin's Merrill Lynch Experience September 2012 - December 2012
Job CRE Account Manager at Santander Bank
Industry Real Estate
Experience
Santander Bank, N.A. August 2015 - Present
Home Run Properties, LLC April 2008 - Present
The Procaccianti Group March 2013 - July 2015
Boston University School of Management September 2009 - May 2013
Cherrystone Angel Group September 2012 - December 2012
Merrill Lynch September 2012 - December 2012
CVS Caremark Corporation June 2012 - August 2012
University Tees June 2011 - July 2012
Oppenheimer & Co. May 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investments, Social Media, Public Speaking, Leadership, Asset Management, Entrepreneurship, Finance, Management, Financial Analysis, Small Business, Sales, Microsoft Office
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Finance and Entrepreneurship
The Wheeler School 1995 — 2009
Santander Bank, N.A. August 2015 - Present
Home Run Properties, LLC April 2008 - Present
The Procaccianti Group March 2013 - July 2015
Boston University School of Management September 2009 - May 2013
Cherrystone Angel Group September 2012 - December 2012
Merrill Lynch September 2012 - December 2012
CVS Caremark Corporation June 2012 - August 2012
University Tees June 2011 - July 2012
Oppenheimer & Co. May 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investments, Social Media, Public Speaking, Leadership, Asset Management, Entrepreneurship, Finance, Management, Financial Analysis, Small Business, Sales, Microsoft Office
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Finance and Entrepreneurship
The Wheeler School 1995 — 2009
Juliana Burward-Hoy's Merrill Lynch Experience March 2011 - May 2011
Job Fund Reporting Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo June 2011 - September 2012
Merrill Lynch March 2011 - May 2011
Best Buy July 2009 - April 2011
Nordstrom June 2007 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Wells Fargo October 2012 - Present
Wells Fargo June 2011 - September 2012
Merrill Lynch March 2011 - May 2011
Best Buy July 2009 - April 2011
Nordstrom June 2007 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Frank Borawski, Jr, CFA Frank Borawski, Jr, CFA's Merrill Lynch Experience August 2005 - September 2005
Job Assistant Director of Finance at Brookline Bancorp
Industry Financial Services
Experience
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Nicholas Pollard's Merrill Lynch Experience 1995 - 1998
Job Coordinating Producer Finance & Operations at WGBH
Industry Media Production
Experience
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
Lauren (Hanlon) McKenzie's Merrill Lynch Experience August 2009 - January 2012
Job
Industry Internet
Experience
Fidelity Investments January 2012 - Present
Merrill Lynch August 2009 - January 2012
TripAdvisor January 2009 - August 2009
Fidelity Investments January 2008 - August 2008
Fidelity Investments July 2006 - December 2007
Fidelity Investments June 2003 - June 2006
Skills
Strategy, User Experience, Information Architecture, Management, Usability Testing, Web Design, Integrated Marketing, Product Management, Financial Services, Marketing, Analytics, Usability, User Interface, Content Management, E-commerce, Digital Strategy
Education
Boston University Questrom School of Business
MBA
Tufts University
BS
Fidelity Investments January 2012 - Present
Merrill Lynch August 2009 - January 2012
TripAdvisor January 2009 - August 2009
Fidelity Investments January 2008 - August 2008
Fidelity Investments July 2006 - December 2007
Fidelity Investments June 2003 - June 2006
Skills
Strategy, User Experience, Information Architecture, Management, Usability Testing, Web Design, Integrated Marketing, Product Management, Financial Services, Marketing, Analytics, Usability, User Interface, Content Management, E-commerce, Digital Strategy
Education
Boston University Questrom School of Business
MBA
Tufts University
BS
Jonathan Dermer's Merrill Lynch Experience June 2004 - August 2007
Job Senior Business Planning & Product Consultant at MetLife
Industry Financial Services
Experience
MetLife June 2014 - Present
MetLife February 2013 - May 2014
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Citi April 2008 - May 2008
NYCB May 2007 - August 2007
Merrill Lynch June 2004 - August 2007
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Concentration in Finance, Minor in International Relations
Boston University - International Programs
► Sydney Internship Program
MetLife June 2014 - Present
MetLife February 2013 - May 2014
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Citi April 2008 - May 2008
NYCB May 2007 - August 2007
Merrill Lynch June 2004 - August 2007
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Concentration in Finance, Minor in International Relations
Boston University - International Programs
► Sydney Internship Program
Greg Somerville's Merrill Lynch Experience April 2000 - March 2002
Job Director AML E2E Recon
Industry Financial Services
Experience
Citigroup January 2011 - Present
Citi June 2004 - January 2011
Merrill Lynch April 2000 - March 2002
Citi 1981 - April 2000
Skills
Capital Markets, Banking, Portfolio Management, Financial Risk, Risk Management, Financial Services, PMO, Operational Risk, Fixed Income, Financial Analysis, Credit Risk, Investment Banking, Financial Reporting, AML, Equities, Credit, Derivatives, Hedge Funds, FX Options, Operational Risk..., Loans, KYC, Securities, Credit Cards, Wealth Management, Asset Management, Bloomberg, Enterprise Risk..., Financial Markets, Retail Banking, Corporate Finance, Relationship Management, Commercial Banking, Middle Office, Cash Management, Financial Modeling, Structured Products, Treasury Management
Education
Boston University Graduate School of Management 1973 — 1974
MSBA, Management
University of Delaware - Lerner College of Business and Economics 1968 — 1972
BS, Accounting
Citigroup January 2011 - Present
Citi June 2004 - January 2011
Merrill Lynch April 2000 - March 2002
Citi 1981 - April 2000
Skills
Capital Markets, Banking, Portfolio Management, Financial Risk, Risk Management, Financial Services, PMO, Operational Risk, Fixed Income, Financial Analysis, Credit Risk, Investment Banking, Financial Reporting, AML, Equities, Credit, Derivatives, Hedge Funds, FX Options, Operational Risk..., Loans, KYC, Securities, Credit Cards, Wealth Management, Asset Management, Bloomberg, Enterprise Risk..., Financial Markets, Retail Banking, Corporate Finance, Relationship Management, Commercial Banking, Middle Office, Cash Management, Financial Modeling, Structured Products, Treasury Management
Education
Boston University Graduate School of Management 1973 — 1974
MSBA, Management
University of Delaware - Lerner College of Business and Economics 1968 — 1972
BS, Accounting
Michael Cyprys, CFA, CPA's Merrill Lynch Experience September 2005 - May 2009
Job Senior Research Analyst / Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2010 - Present
Oppenheimer & Co. Inc. May 2009 - March 2010
Merrill Lynch September 2005 - May 2009
Deloitte November 2003 - September 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equity Research, Valuation, Equities, Capital Markets, Financial Analysis, Financial Services
Education
Boston University - School of Management 1999 — 2003
BSBA, Business
Morgan Stanley March 2010 - Present
Oppenheimer & Co. Inc. May 2009 - March 2010
Merrill Lynch September 2005 - May 2009
Deloitte November 2003 - September 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equity Research, Valuation, Equities, Capital Markets, Financial Analysis, Financial Services
Education
Boston University - School of Management 1999 — 2003
BSBA, Business
Joshua Nathanson's Merrill Lynch Experience August 1993 - July 1996
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York April 2013 - Present
Bank of America September 2009 - March 2012
Weston Capital July 2007 - December 2008
ABN AMRO November 2004 - July 2007
HSBC Securities March 2004 - November 2004
Barclays Capital December 1998 - March 2004
Merrill Lynch August 1993 - July 1996
Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering
Boston University - School of Management
Bachelor of Science (BS), Business Administration
Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude
Ramaz
Federal Reserve Bank of New York April 2013 - Present
Bank of America September 2009 - March 2012
Weston Capital July 2007 - December 2008
ABN AMRO November 2004 - July 2007
HSBC Securities March 2004 - November 2004
Barclays Capital December 1998 - March 2004
Merrill Lynch August 1993 - July 1996
Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering
Boston University - School of Management
Bachelor of Science (BS), Business Administration
Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude
Ramaz
Christina Wong's Merrill Lynch Experience September 2008 - March 2009
Job Chief Financial Officer at Aetna Better Health of New York (Medicaid)
Industry Health, Wellness and Fitness
Experience
Aetna Better Health of New York (Medicaid) December 2014 - Present
Aetna September 2013 - December 2014
Aetna May 2012 - September 2013
Aetna March 2010 - May 2012
Merrill Lynch September 2008 - March 2009
Morgan Stanley December 2007 - June 2008
Morgan Stanley December 2006 - December 2007
Morgan Stanley September 2005 - December 2006
Morgan Stanley April 2004 - September 2005
Skills
Financial Modeling, Corporate Development, Mergers, Corporate Finance, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Financial Analysis, Finance, Financial Services, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Danvers High School 1995 — 1998
High School Diploma
Aetna Better Health of New York (Medicaid) December 2014 - Present
Aetna September 2013 - December 2014
Aetna May 2012 - September 2013
Aetna March 2010 - May 2012
Merrill Lynch September 2008 - March 2009
Morgan Stanley December 2007 - June 2008
Morgan Stanley December 2006 - December 2007
Morgan Stanley September 2005 - December 2006
Morgan Stanley April 2004 - September 2005
Skills
Financial Modeling, Corporate Development, Mergers, Corporate Finance, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Financial Analysis, Finance, Financial Services, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Danvers High School 1995 — 1998
High School Diploma
Kristin (McNaught) Kiggins's Merrill Lynch Experience May 1996 - May 1997
Job Executive Assistant at Lupoli Companies
Industry Executive Office
Experience
Lupoli Companies September 2013 - Present
Self Employed February 2008 - September 2013
Fidelity Investments October 2003 - February 2008
Fidelity Investments October 1999 - September 2003
Fidelity Investments June 1997 - September 1999
Merrill Lynch May 1996 - May 1997
Skills
Account Management, Analysis, Applicant Tracking..., Asset Management, Asset Allocation, Banking, Business Analysis, Business Process..., Business Relationship..., Business Development, Business Strategy, Coaching, Capital Markets, Cross-functional Team..., Customer Retention, Customer Service, Employee Training, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Leadership Development, Management, Mergers, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Relationship Management, Risk Management, Sales, Salesforce.com, Securities, Series 24, Series 6, Series 63, Series 7, Strategic Planning, Team Building, Team Leadership, Trading Systems, Vendor Management, Wealth Management
Education
Boston University Questrom School of Business 1992 — 1996
BS, Business Administration
Chelmsford High School 1988 — 1992
Lupoli Companies September 2013 - Present
Self Employed February 2008 - September 2013
Fidelity Investments October 2003 - February 2008
Fidelity Investments October 1999 - September 2003
Fidelity Investments June 1997 - September 1999
Merrill Lynch May 1996 - May 1997
Skills
Account Management, Analysis, Applicant Tracking..., Asset Management, Asset Allocation, Banking, Business Analysis, Business Process..., Business Relationship..., Business Development, Business Strategy, Coaching, Capital Markets, Cross-functional Team..., Customer Retention, Customer Service, Employee Training, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Leadership Development, Management, Mergers, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Relationship Management, Risk Management, Sales, Salesforce.com, Securities, Series 24, Series 6, Series 63, Series 7, Strategic Planning, Team Building, Team Leadership, Trading Systems, Vendor Management, Wealth Management
Education
Boston University Questrom School of Business 1992 — 1996
BS, Business Administration
Chelmsford High School 1988 — 1992
Christopher Jones's Merrill Lynch Experience March 2002 - May 2004
Job Managing Director Senior Gaming Analyst at Union Gaming
Industry Financial Services
Experience
Union Gaming November 2014 - Present
Telsey Advisory Group June 2008 - 2014
Oppenheimer & Co. June 2006 - January 2008
Jefferies Asset Management August 2005 - May 2006
Oppenheimer & Co. May 2004 - August 2005
Merrill Lynch March 2002 - May 2004
Lehman Brothers May 2000 - March 2002
Saks Incorporated March 1998 - May 2000
Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS)
Tabor academy
Tabor academy
Union Gaming November 2014 - Present
Telsey Advisory Group June 2008 - 2014
Oppenheimer & Co. June 2006 - January 2008
Jefferies Asset Management August 2005 - May 2006
Oppenheimer & Co. May 2004 - August 2005
Merrill Lynch March 2002 - May 2004
Lehman Brothers May 2000 - March 2002
Saks Incorporated March 1998 - May 2000
Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS)
Tabor academy
Tabor academy
Diane (Lipman) Bellovin's Merrill Lynch Experience June 2002 - May 2005
Job VP/CPM at US Bank
Industry Banking
Experience
US Bank September 2006 - September 2010
Citi/Smith Barney June 2005 - March 2006
Merrill Lynch June 2002 - May 2005
Wachovia Bank June 2000 - May 2002
SouthTrust Bank June 1998 - June 2000
Northern Trust June 1997 - May 1998
Barnett Bank June 1988 - May 1997
Skills
Loans, Mortgage Lending, Credit Analysis, Underwriting, Credit, Mergers & Acquisitions, Risk Management, Commercial Lending, Relationship Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Credit Risk, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Services, Financial Risk, Finance, Small Business Lending
Education
Boston University Questrom School of Business 1984 — 1988
BSBA, General Business
US Bank September 2006 - September 2010
Citi/Smith Barney June 2005 - March 2006
Merrill Lynch June 2002 - May 2005
Wachovia Bank June 2000 - May 2002
SouthTrust Bank June 1998 - June 2000
Northern Trust June 1997 - May 1998
Barnett Bank June 1988 - May 1997
Skills
Loans, Mortgage Lending, Credit Analysis, Underwriting, Credit, Mergers & Acquisitions, Risk Management, Commercial Lending, Relationship Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Credit Risk, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Services, Financial Risk, Finance, Small Business Lending
Education
Boston University Questrom School of Business 1984 — 1988
BSBA, General Business
Chris Lavelle's Merrill Lynch Experience December 1999 - April 2003
Job Regional Director of Operations at The Home Depot
Industry Retail
Experience
The Home Depot July 2012 - Present
The Home Depot March 2010 - July 2012
Home Depot April 2003 - March 2010
The Home Depot September 2008 - March 2009
Merrill Lynch December 1999 - April 2003
United States Marine Corps March 1996 - April 2000
Education
Boston University Questrom School of Business 1997 — 1999
Master's, Business Administration
Georgia Institute of Technology 1991 — 1996
Bachelor's, Industrial Engineering
The Home Depot July 2012 - Present
The Home Depot March 2010 - July 2012
Home Depot April 2003 - March 2010
The Home Depot September 2008 - March 2009
Merrill Lynch December 1999 - April 2003
United States Marine Corps March 1996 - April 2000
Education
Boston University Questrom School of Business 1997 — 1999
Master's, Business Administration
Georgia Institute of Technology 1991 — 1996
Bachelor's, Industrial Engineering
Vincenzo Stuto's Merrill Lynch Experience September 2008 - July 2010
Job Vice President at Santander Investment Services
Industry Investment Management
Experience
Santander Investment Services August 2010 - Present
Merrill Lynch September 2008 - July 2010
Bank of America August 2006 - September 2008
Citizens Bank July 2002 - August 2006
Skills
Retirement Planning, Estate Planning, Series 7, Managed Futures, Executive Compensation..., Series 66, Series 31, Tax-Efficient Strategies, Corporate Retirement...
Education
Boston University 2000 — 2004
Bachelor of Arts, International Finance
Malden Catholic 1996 — 2000
High School Diploma
Santander Investment Services August 2010 - Present
Merrill Lynch September 2008 - July 2010
Bank of America August 2006 - September 2008
Citizens Bank July 2002 - August 2006
Skills
Retirement Planning, Estate Planning, Series 7, Managed Futures, Executive Compensation..., Series 66, Series 31, Tax-Efficient Strategies, Corporate Retirement...
Education
Boston University 2000 — 2004
Bachelor of Arts, International Finance
Malden Catholic 1996 — 2000
High School Diploma
Irene Hale's Merrill Lynch Experience 2008 - December 2009
Job Vice President, Middle Market Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2013 - Present
U.S. Trust Bank of America Private Wealth Management June 2010 - October 2012
Merrill Lynch 2008 - December 2009
Merrill Lynch September 2006 - October 2008
BMO Harris Private Banking 2002 - 2005
Bank of Montreal 1989 - 1999
Skills
Wealth Management, Wealth Preservation..., Relationship Management, New Business Development, Commercial Lending, Business Analysis, Credit Analysis, Structured Finance, Multi-generational..., Commercial Banking, Banking, Capital Markets, Cash Management, Commercial Mortgages, Credit, Equities, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Risk, Investment Advisory, Investment Banking, Investment Management, Loans, Management, Mortgage Lending, Mutual Funds, Private Banking, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategy, Working Capital..., Treasury Management
Education
Boston University Questrom School of Business
BSBA, Marketing. International Business
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance, General and Marketing
Fifth Third Bank May 2013 - Present
U.S. Trust Bank of America Private Wealth Management June 2010 - October 2012
Merrill Lynch 2008 - December 2009
Merrill Lynch September 2006 - October 2008
BMO Harris Private Banking 2002 - 2005
Bank of Montreal 1989 - 1999
Skills
Wealth Management, Wealth Preservation..., Relationship Management, New Business Development, Commercial Lending, Business Analysis, Credit Analysis, Structured Finance, Multi-generational..., Commercial Banking, Banking, Capital Markets, Cash Management, Commercial Mortgages, Credit, Equities, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Risk, Investment Advisory, Investment Banking, Investment Management, Loans, Management, Mortgage Lending, Mutual Funds, Private Banking, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategy, Working Capital..., Treasury Management
Education
Boston University Questrom School of Business
BSBA, Marketing. International Business
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance, General and Marketing
Ezana Bocresion's Merrill Lynch Experience 1998 - 2001
Job Africa Private Equity / Merchant Banking
Industry Financial Services
Experience
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
Brian McGough's Merrill Lynch Experience September 2009 - July 2010
Job US Tax Advisor at EY
Industry Accounting
Experience
EY January 2015 - Present
EY December 2013 - December 2014
Ernst & Young August 2012 - December 2013
Ernst & Young July 2010 - August 2012
Merrill Lynch September 2009 - July 2010
Knott's Berry Farm May 2008 - August 2008
Skills
Auditing, Valuation, Equities, Sarbanes-Oxley Act, Asset Managment, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Bond Funds, Hedge Funds, Internal Revenue Code, International Tax, Indirect Taxation, Cross-border..., Securities, Compliance..., Teaching Workshops, Training Facilitation, Employee Training, College Recruiting, Tax, Finance, GAAP, Asset Management
Education
Boston University - School of Management 2006 — 2010
BSBA, Accounting & Business Law
Northwood High School 2002 — 2006
EY January 2015 - Present
EY December 2013 - December 2014
Ernst & Young August 2012 - December 2013
Ernst & Young July 2010 - August 2012
Merrill Lynch September 2009 - July 2010
Knott's Berry Farm May 2008 - August 2008
Skills
Auditing, Valuation, Equities, Sarbanes-Oxley Act, Asset Managment, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Bond Funds, Hedge Funds, Internal Revenue Code, International Tax, Indirect Taxation, Cross-border..., Securities, Compliance..., Teaching Workshops, Training Facilitation, Employee Training, College Recruiting, Tax, Finance, GAAP, Asset Management
Education
Boston University - School of Management 2006 — 2010
BSBA, Accounting & Business Law
Northwood High School 2002 — 2006
Desmond Conneely's Merrill Lynch Experience 2000 - 2003
Job Trader at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments 2003 - Present
Merrill Lynch 2000 - 2003
US Army May 1994 - August 1998
Skills
Trading, Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Trading Systems, Electronic Trading, Equity Trading, Series 7, Options, Asset Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BS, Business Administration
RHAM High School 1986 — 1990
Two Sigma Investments 2003 - Present
Merrill Lynch 2000 - 2003
US Army May 1994 - August 1998
Skills
Trading, Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Trading Systems, Electronic Trading, Equity Trading, Series 7, Options, Asset Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BS, Business Administration
RHAM High School 1986 — 1990
Olivier Burlaud's Merrill Lynch Experience June 2000 - August 2000
Job Finance Manager, Business Improvement, Global Containers Business at CHEP
Industry Logistics and Supply Chain
Experience
CHEP December 2013 - Present
CHEP Aerospace Solutions Ltd April 2013 - November 2013
CHEP Automotive North America April 2012 - April 2013
CHEP April 2011 - April 2012
CHEP July 2010 - April 2011
CHEP September 2008 - July 2010
Marie Landel & Associates June 2003 - June 2008
Marie Landel & Associates May 2001 - June 2003
Merrill Lynch June 2000 - August 2000
Boston University Computer Store June 2000 - August 2000
Skills
Accounts Receivable, Auditing, Budgets, Data Analysis, Finance, Forecasting, Account Reconciliation, Start-ups, Accounting, Accounts Payable, Financial Statements, Software Documentation, Proposal Writing, Invoicing, Human Resources, Analysis, Management, Financial Modeling, Pricing, Supply Chain Management, Cross-functional Team..., Financial Analysis
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Massachusetts Institute of Technology 1994 — 1998
Bachelor, Mechanical Engineering
CHEP December 2013 - Present
CHEP Aerospace Solutions Ltd April 2013 - November 2013
CHEP Automotive North America April 2012 - April 2013
CHEP April 2011 - April 2012
CHEP July 2010 - April 2011
CHEP September 2008 - July 2010
Marie Landel & Associates June 2003 - June 2008
Marie Landel & Associates May 2001 - June 2003
Merrill Lynch June 2000 - August 2000
Boston University Computer Store June 2000 - August 2000
Skills
Accounts Receivable, Auditing, Budgets, Data Analysis, Finance, Forecasting, Account Reconciliation, Start-ups, Accounting, Accounts Payable, Financial Statements, Software Documentation, Proposal Writing, Invoicing, Human Resources, Analysis, Management, Financial Modeling, Pricing, Supply Chain Management, Cross-functional Team..., Financial Analysis
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Massachusetts Institute of Technology 1994 — 1998
Bachelor, Mechanical Engineering
Lydia Villegas's Merrill Lynch Experience April 2002 - November 2010
Job Executive Director / Compensation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
Knight Capital Group May 2011 - February 2014
Merrill Lynch April 2002 - November 2010
MetLife November 2000 - April 2002
ORC Worldwide August 1996 - November 2000
Skills
Performance Management, Employee Relations, Employee Engagement, Organizational..., HRIS, Human Resources, Business Strategy, Talent Acquisition, Management, Mergers & Acquisitions, Succession Planning, Vendor Management, Talent Management, Financial Services, Deferred Compensation, Onboarding, Strategic Planning, Change Management, Equities, Applicant Tracking..., Employee Benefits
Education
Boston University Questrom School of Business 1992 — 1996
JPMorgan Chase February 2014 - Present
Knight Capital Group May 2011 - February 2014
Merrill Lynch April 2002 - November 2010
MetLife November 2000 - April 2002
ORC Worldwide August 1996 - November 2000
Skills
Performance Management, Employee Relations, Employee Engagement, Organizational..., HRIS, Human Resources, Business Strategy, Talent Acquisition, Management, Mergers & Acquisitions, Succession Planning, Vendor Management, Talent Management, Financial Services, Deferred Compensation, Onboarding, Strategic Planning, Change Management, Equities, Applicant Tracking..., Employee Benefits
Education
Boston University Questrom School of Business 1992 — 1996
Craig Rosoff's Merrill Lynch Experience April 2007 - December 2008
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
Jessica Burriss's Merrill Lynch Experience 1996 - 1998
Job VP Brixmor Properties Group
Industry Real Estate
Experience
Brixmor October 2009 - Present
Morgan Stanley Investment Management July 2004 - October 2009
Fidelity Investments 2002 - 2004
Merrill Lynch 1996 - 1998
PepsiAmericas 1995 - 1996
Skills
Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Strategic Financial..., Investments, Equities, Valuation, Corporate Finance, Financial Reporting, Finance, Due Diligence, Managerial Finance, Risk Management, Restructuring, Capital Markets, Asset Managment, Argus Modeling
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
State University of New York College at Oswego 1991 — 1995
BS, Accounting
Brixmor October 2009 - Present
Morgan Stanley Investment Management July 2004 - October 2009
Fidelity Investments 2002 - 2004
Merrill Lynch 1996 - 1998
PepsiAmericas 1995 - 1996
Skills
Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Strategic Financial..., Investments, Equities, Valuation, Corporate Finance, Financial Reporting, Finance, Due Diligence, Managerial Finance, Risk Management, Restructuring, Capital Markets, Asset Managment, Argus Modeling
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
State University of New York College at Oswego 1991 — 1995
BS, Accounting
Denise Halford Holder, MBA, CFP®'s Merrill Lynch Experience December 1992 - April 1998
Job Founding Partner Legacy Wealth Group and Board Member of David A. Noyes & Company
Industry Financial Services
Experience
Legacy Wealth Group of David A. Noyes & Company April 2008 - Present
David A. Noyes & Co. March 2013 - Present
A.G. Edwards April 1998 - April 2008
Merrill Lynch December 1992 - April 1998
Blackbaud June 1990 - November 1992
Master Software Corporation June 1987 - June 1990
Belden October 1982 - September 1985
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Wealth Management, Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Asset Allocation, Financial Services
Education
Boston University Questrom School of Business 1985 — 1987
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1978 — 1982
B.S., Marketing & Economics
Legacy Wealth Group of David A. Noyes & Company April 2008 - Present
David A. Noyes & Co. March 2013 - Present
A.G. Edwards April 1998 - April 2008
Merrill Lynch December 1992 - April 1998
Blackbaud June 1990 - November 1992
Master Software Corporation June 1987 - June 1990
Belden October 1982 - September 1985
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Wealth Management, Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Asset Allocation, Financial Services
Education
Boston University Questrom School of Business 1985 — 1987
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1978 — 1982
B.S., Marketing & Economics
Pamela Dumlao's Merrill Lynch Experience May 2009 - August 2009
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
Darren Maltz's Merrill Lynch Experience June 2006 - September 2006
Job Associate at The GreensLedge Group
Industry Investment Banking
Experience
The GreensLedge Group July 2012 - Present
LNR Property - (Archetype Mortgage Capital) August 2011 - July 2012
Spurrier Capital December 2009 - August 2011
Audax Group June 2008 - August 2008
Merrill Lynch June 2006 - September 2006
Dawnay Day Olympia June 2004 - August 2004
Skills
Private Equity, Portfolio Management, Real Estate Transactions, Hedge Funds, Entrepreneurship, Investment Banking, Finance, Mergers & Acquisitions, Investments, Real Estate, Commercial Real Estate
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
The GreensLedge Group July 2012 - Present
LNR Property - (Archetype Mortgage Capital) August 2011 - July 2012
Spurrier Capital December 2009 - August 2011
Audax Group June 2008 - August 2008
Merrill Lynch June 2006 - September 2006
Dawnay Day Olympia June 2004 - August 2004
Skills
Private Equity, Portfolio Management, Real Estate Transactions, Hedge Funds, Entrepreneurship, Investment Banking, Finance, Mergers & Acquisitions, Investments, Real Estate, Commercial Real Estate
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Doug Witte's Merrill Lynch Experience November 2000 - June 2006
Job Assistant General Counsel at CIT Group
Industry Banking
Experience
CIT Group June 2006 - Present
Merrill Lynch November 2000 - June 2006
Franchise Mortgage Acceptance Company/Bay View Bank November 1997 - September 2000
Carpenter, Bennett & Morrissey September 1988 - November 1997
Skills
Due Diligence, Structured Finance, Asset Managment, Mergers, Financial Structuring, Private Equity, Mergers & Acquisitions, Finance
Education
Boston University School of Law 1985 — 1988
JD
Boston University - School of Management 1981 — 1985
Bachelor of Science, Business Administration, Finance
CIT Group June 2006 - Present
Merrill Lynch November 2000 - June 2006
Franchise Mortgage Acceptance Company/Bay View Bank November 1997 - September 2000
Carpenter, Bennett & Morrissey September 1988 - November 1997
Skills
Due Diligence, Structured Finance, Asset Managment, Mergers, Financial Structuring, Private Equity, Mergers & Acquisitions, Finance
Education
Boston University School of Law 1985 — 1988
JD
Boston University - School of Management 1981 — 1985
Bachelor of Science, Business Administration, Finance
Edward Kleinman's Merrill Lynch Experience March 2005 - May 2010
Job Associate Complex Manager at Morgan Stanley of Aventura
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley May 2010 - August 2015
Merrill Lynch March 2005 - May 2010
Merrill Lynch June 1999 - April 2005
Skills
Wealth Management, Banking, Investments, Portfolio Management, Equities, Series 7, Credit, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Loans, Mutual Funds, Capital Markets, Investment Banking, Strategic Financial..., Retirement Planning, Corporate Finance, Securities, Credit Risk, Mortgage Lending, Financial Risk, Private Banking, Investment Advisory, Financial Advisory, Financial Markets, Bonds, Asset Management, Asset Allocation, Credit Analysis, Financial Services, Cash Management, Valuation, Commercial Banking, Trading, Treasury Management, Structured Finance, Investment Strategies, Series 63, Relationship Management, Funding, Retail Banking, Wealth Management..., Finance, Investment Management, Private Equity, Commercial Lending, Options, Structured Products, Financial Structuring
Education
New York University 1991 — 1994
Pre-Med, Biology Major, Chemistry Minor
Boston University - Metropolitan College
BLS, Interdisciplinary Studies, Magna Cum Laude
Morgan Stanley September 2015 - Present
Morgan Stanley May 2010 - August 2015
Merrill Lynch March 2005 - May 2010
Merrill Lynch June 1999 - April 2005
Skills
Wealth Management, Banking, Investments, Portfolio Management, Equities, Series 7, Credit, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Loans, Mutual Funds, Capital Markets, Investment Banking, Strategic Financial..., Retirement Planning, Corporate Finance, Securities, Credit Risk, Mortgage Lending, Financial Risk, Private Banking, Investment Advisory, Financial Advisory, Financial Markets, Bonds, Asset Management, Asset Allocation, Credit Analysis, Financial Services, Cash Management, Valuation, Commercial Banking, Trading, Treasury Management, Structured Finance, Investment Strategies, Series 63, Relationship Management, Funding, Retail Banking, Wealth Management..., Finance, Investment Management, Private Equity, Commercial Lending, Options, Structured Products, Financial Structuring
Education
New York University 1991 — 1994
Pre-Med, Biology Major, Chemistry Minor
Boston University - Metropolitan College
BLS, Interdisciplinary Studies, Magna Cum Laude
Pin Li's Merrill Lynch Experience June 2008 - August 2008
Job Research Analyst
Industry Accounting
Experience
Confidential Hedge Fund November 2009 - Present
Merrill Lynch June 2008 - August 2008
Avalon Partners May 2008 - June 2008
T.F. Chen Cultural Center May 2006 - August 2006
Education
Boston University Questrom School of Business 2005 — 2009
Confidential Hedge Fund November 2009 - Present
Merrill Lynch June 2008 - August 2008
Avalon Partners May 2008 - June 2008
T.F. Chen Cultural Center May 2006 - August 2006
Education
Boston University Questrom School of Business 2005 — 2009
Brett Higgins's Merrill Lynch Experience September 2008 - December 2008
Job J.D., Boston University School of Law
Industry Legal Services
Experience
Segal Roitman, LLP May 2014 - August 2014
Boston University Civil Litigation Clinic September 2013 - May 2014
Shelter Legal services May 2013 - August 2013
StrongBear Corp. October 2011 - August 2012
GAP Solutions, Inc. June 2010 - October 2011
Blue Wave Marketing & Promotions January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
UBS May 2008 - July 2008
XS Direct March 2008 - April 2008
Skills
Budgets, Marketing
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), cum laude
Boston University Questrom School of Business 2005 — 2009
BSBA, Marketing
Segal Roitman, LLP May 2014 - August 2014
Boston University Civil Litigation Clinic September 2013 - May 2014
Shelter Legal services May 2013 - August 2013
StrongBear Corp. October 2011 - August 2012
GAP Solutions, Inc. June 2010 - October 2011
Blue Wave Marketing & Promotions January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
UBS May 2008 - July 2008
XS Direct March 2008 - April 2008
Skills
Budgets, Marketing
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), cum laude
Boston University Questrom School of Business 2005 — 2009
BSBA, Marketing
Jessica Zamora's Merrill Lynch Experience October 2008 - May 2009
Job Account Manager at Thompson | Habib | Denison Inc
Industry Marketing and Advertising
Experience
Thompson Habib Denison Inc April 2015 - Present
Thompson Habib Denison Inc March 2014 - March 2015
Consumer United February 2013 - February 2014
TJX September 2011 - February 2013
The Hartford December 2010 - August 2011
The Hartford July 2009 - December 2010
Merrill Lynch October 2008 - May 2009
Skills
Financial Analysis, Business Analysis, Bloomberg, Microsoft Office, Project Management, Business Strategy, IT Strategy, Marketing Strategy, SQL, Essbase, TM1, A/B Testing, Forecasting, Financial Forecasting, Marketing Analytics, Online Marketing..., Customer Data, Program Management, Team Management
Education
Boston University Questrom School of Business 2005 — 2009
BS, Finance, International Management
Thompson Habib Denison Inc April 2015 - Present
Thompson Habib Denison Inc March 2014 - March 2015
Consumer United February 2013 - February 2014
TJX September 2011 - February 2013
The Hartford December 2010 - August 2011
The Hartford July 2009 - December 2010
Merrill Lynch October 2008 - May 2009
Skills
Financial Analysis, Business Analysis, Bloomberg, Microsoft Office, Project Management, Business Strategy, IT Strategy, Marketing Strategy, SQL, Essbase, TM1, A/B Testing, Forecasting, Financial Forecasting, Marketing Analytics, Online Marketing..., Customer Data, Program Management, Team Management
Education
Boston University Questrom School of Business 2005 — 2009
BS, Finance, International Management
Francis Owusu, CFA's Merrill Lynch Experience 2006 - 2008
Job Senior Vice President/Senior Research Analyst at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments January 2013 - Present
PineBridge Investments March 2010 - Present
AIG Investments 2008 - March 2010
Merrill Lynch 2006 - 2008
The Williams Capital Group, L.P. 2005 - 2006
Kenmar Global Investment 2003 - 2005
New York Life Insurance Company June 1994 - June 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Capital Markets, Portfolio Management, Valuation, Investments, Investment Management, Derivatives, Asset Allocation, Financial Modeling, Emerging Markets, Investment Strategies
Education
Dartmouth College 1977 — 1981
B.A., Engineering Sciences
Boston University Graduate School of Management
M.B.A, Finance
PineBridge Investments January 2013 - Present
PineBridge Investments March 2010 - Present
AIG Investments 2008 - March 2010
Merrill Lynch 2006 - 2008
The Williams Capital Group, L.P. 2005 - 2006
Kenmar Global Investment 2003 - 2005
New York Life Insurance Company June 1994 - June 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Capital Markets, Portfolio Management, Valuation, Investments, Investment Management, Derivatives, Asset Allocation, Financial Modeling, Emerging Markets, Investment Strategies
Education
Dartmouth College 1977 — 1981
B.A., Engineering Sciences
Boston University Graduate School of Management
M.B.A, Finance
Lisa Ruchaevsky's Merrill Lynch Experience May 2004 - January 2005
Job Manager FP&A
Industry Financial Services
Experience
Moody's Corporation May 2014 - Present
Ralph Lauren March 2013 - April 2014
Coty October 2011 - February 2013
Marks Paneth & Shron LLP January 2010 - October 2011
Condon O'Meara McGinty & Donnelly LLP 2007 - December 2009
Condon O'Meara McGinty & Donnelly LLP 2006 - 2007
Merrill Lynch May 2004 - January 2005
Skills
Accounting, Process Improvement, Auditing, US GAAP, Financial Reporting, Management, Financial Statements, Financial Analysis, Internal Controls, Financial Accounting, Omniture, Hyperion, SAP, BEx Analyzer, Checkpoint Tools for PPC, PPC Smart Practice Aids, Citrix, Microsoft Excel, Microsoft Word, PowerPoint, ProSystem fx Tax, CCH ProSystem fx, GoSystems, Finance
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Accounting and Finance
Richmond, The American International University in London 2005 — 2005
Variety
Moody's Corporation May 2014 - Present
Ralph Lauren March 2013 - April 2014
Coty October 2011 - February 2013
Marks Paneth & Shron LLP January 2010 - October 2011
Condon O'Meara McGinty & Donnelly LLP 2007 - December 2009
Condon O'Meara McGinty & Donnelly LLP 2006 - 2007
Merrill Lynch May 2004 - January 2005
Skills
Accounting, Process Improvement, Auditing, US GAAP, Financial Reporting, Management, Financial Statements, Financial Analysis, Internal Controls, Financial Accounting, Omniture, Hyperion, SAP, BEx Analyzer, Checkpoint Tools for PPC, PPC Smart Practice Aids, Citrix, Microsoft Excel, Microsoft Word, PowerPoint, ProSystem fx Tax, CCH ProSystem fx, GoSystems, Finance
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Accounting and Finance
Richmond, The American International University in London 2005 — 2005
Variety
Cathy Rocke's Merrill Lynch Experience April 2006 - September 2008
Job Deputy Director, Public Health Division, at State of New Mexico
Industry Public Policy
Experience
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
Mike Kaplun's Merrill Lynch Experience May 2009 - August 2009
Job President/Founder KMS/Einstein/Kaplun Construction
Industry Financial Services
Experience
Einstein Apartments August 2011 - Present
Kaplun Construction January 2011 - Present
KMS Development, Inc December 2010 - Present
Inavante, LLC January 2010 - Present
Merrill Lynch May 2009 - August 2009
Education
Boston University - School of Management
Einstein Apartments August 2011 - Present
Kaplun Construction January 2011 - Present
KMS Development, Inc December 2010 - Present
Inavante, LLC January 2010 - Present
Merrill Lynch May 2009 - August 2009
Education
Boston University - School of Management
Jon Venetos's Merrill Lynch Experience October 1998 - October 2002
Job Managing Director at Citadel Investment Group
Industry Financial Services
Experience
Citadel LLC February 2007 - Present
Deustche Bank June 2005 - January 2007
Thomas H Lee Capital June 2003 - June 2005
Deutsche Bank Asset Management October 2002 - June 2003
Merrill Lynch October 1998 - October 2002
Education
Boston University - School of Management 1994 — 1998
BSBA, Finance
Highland Park High School
Citadel LLC February 2007 - Present
Deustche Bank June 2005 - January 2007
Thomas H Lee Capital June 2003 - June 2005
Deutsche Bank Asset Management October 2002 - June 2003
Merrill Lynch October 1998 - October 2002
Education
Boston University - School of Management 1994 — 1998
BSBA, Finance
Highland Park High School
Matthew Stratton's Merrill Lynch Experience May 2010 - July 2010
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte January 2013 - March 2013
UBS January 2011 - May 2011
Maseco Private Wealth October 2010 - December 2010
Merrill Lynch May 2010 - July 2010
SMG Information Tech Services June 2009 - May 2010
Education
Northeastern University 2012 — 2013
MSA/MBA, Accounting and Business/Management
Boston University - School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration, Finance
University of Massachusetts, Amherst 2007 — 2008
Deloitte September 2013 - Present
Deloitte January 2013 - March 2013
UBS January 2011 - May 2011
Maseco Private Wealth October 2010 - December 2010
Merrill Lynch May 2010 - July 2010
SMG Information Tech Services June 2009 - May 2010
Education
Northeastern University 2012 — 2013
MSA/MBA, Accounting and Business/Management
Boston University - School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration, Finance
University of Massachusetts, Amherst 2007 — 2008
Anderson Cheng's Merrill Lynch Experience May 2010 - August 2010
Job Asset Manager at Michel Associates, Ltd.
Industry Financial Services
Experience
Michel Associates, Ltd. September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Flav, LLC May 2009 - August 2009
Najaro, Inc. January 2008 - August 2008
St. Jude Medical Hospital January 2006 - May 2008
Skills
Financial Modeling, Access, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Corporate Finance, Data Analysis, Microsoft Excel, Bloomberg, Market Research, Statistics, Economics, Finance
Education
Boston University Questrom School of Business 2008 — 2013
BSBA, Business - Finance
Diamond Bar High School 2004 — 2008
High School Diploma
Michel Associates, Ltd. September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Flav, LLC May 2009 - August 2009
Najaro, Inc. January 2008 - August 2008
St. Jude Medical Hospital January 2006 - May 2008
Skills
Financial Modeling, Access, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Corporate Finance, Data Analysis, Microsoft Excel, Bloomberg, Market Research, Statistics, Economics, Finance
Education
Boston University Questrom School of Business 2008 — 2013
BSBA, Business - Finance
Diamond Bar High School 2004 — 2008
High School Diploma
Steve Slattery's Merrill Lynch Experience August 2014 - Present
Job Associate Resident Director
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch October 1996 - Present
BANC OF AMERICA INVESTMENT SERVICES, INC January 2000 - September 2008
NATIONSBANC INVESTMENTS, INC January 1998 - January 2000
Barnett Investments January 1996 - January 1998
JOHN HANCOCK DISTRIBUTORS, INC January 1994 - January 1996
JOHN HANCOCK DISTRIBUTORS, INC January 1993 - January 1994
John Hancock Distributors January 1989 - January 1993
Skills
Finance, Financial Analysis, Investments, Mutual Funds
Education
Boston University
Journalism
Northeastern University
B.S, Accounting
Merrill Lynch August 2014 - Present
Merrill Lynch October 1996 - Present
BANC OF AMERICA INVESTMENT SERVICES, INC January 2000 - September 2008
NATIONSBANC INVESTMENTS, INC January 1998 - January 2000
Barnett Investments January 1996 - January 1998
JOHN HANCOCK DISTRIBUTORS, INC January 1994 - January 1996
JOHN HANCOCK DISTRIBUTORS, INC January 1993 - January 1994
John Hancock Distributors January 1989 - January 1993
Skills
Finance, Financial Analysis, Investments, Mutual Funds
Education
Boston University
Journalism
Northeastern University
B.S, Accounting
Toni Spain's Merrill Lynch Experience July 2005 - December 2006
Job Proposal Manager, Certified ScrumMaster
Industry Information Technology and Services
Experience
CIBER, Inc. January 2012 - Present
NMFN 2011 - 2012
MetLife April 2010 - May 2011
UBS Financial Services 2007 - 2009
UBS, INC 2006 - March 2008
Merrill Lynch July 2005 - December 2006
GULFSTREAM PARTNERS September 2003 - December 2003
RBC Dain Rauscher July 1998 - September 2003
RBC Dain Rauscher (was Tucker Anthony Inc) August 1996 - July 1998
Skills
Analysis, Management, Portfolio Management, Strategic Financial..., Investments, Insurance, Sales, Employee Benefits, Financial Services, Finance, Business Analysis, Mutual Funds, Consulting, Operations Management, Selling, Vendor Management
Education
Boston University
BS, Management
Boston University - School of Management
BS, Management
CIBER, Inc. January 2012 - Present
NMFN 2011 - 2012
MetLife April 2010 - May 2011
UBS Financial Services 2007 - 2009
UBS, INC 2006 - March 2008
Merrill Lynch July 2005 - December 2006
GULFSTREAM PARTNERS September 2003 - December 2003
RBC Dain Rauscher July 1998 - September 2003
RBC Dain Rauscher (was Tucker Anthony Inc) August 1996 - July 1998
Skills
Analysis, Management, Portfolio Management, Strategic Financial..., Investments, Insurance, Sales, Employee Benefits, Financial Services, Finance, Business Analysis, Mutual Funds, Consulting, Operations Management, Selling, Vendor Management
Education
Boston University
BS, Management
Boston University - School of Management
BS, Management
Mallory Ray's Merrill Lynch Experience May 2010 - July 2010
Job Manager of Regulatory Financial Reporting at Humana
Industry Accounting
Experience
Humana July 2013 - Present
Deloitte September 2011 - July 2013
Merrill Lynch May 2010 - July 2010
Kansas Humane Society February 2010 - July 2010
First Tennessee Financial July 2009 - September 2009
United States Census Bureau May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Accounting, Financial Audits, Internal Controls, Financial Analysis, Financial Reporting
Education
The University of Texas at Austin 2010 — 2011
MPA, Accounting
Boston University - School of Management 2008 — 2009
Master of Science (M.S.), Mathematical Finance
Sweet Briar College 2004 — 2008
BA, Mathematics, Statistics
Humana July 2013 - Present
Deloitte September 2011 - July 2013
Merrill Lynch May 2010 - July 2010
Kansas Humane Society February 2010 - July 2010
First Tennessee Financial July 2009 - September 2009
United States Census Bureau May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Accounting, Financial Audits, Internal Controls, Financial Analysis, Financial Reporting
Education
The University of Texas at Austin 2010 — 2011
MPA, Accounting
Boston University - School of Management 2008 — 2009
Master of Science (M.S.), Mathematical Finance
Sweet Briar College 2004 — 2008
BA, Mathematics, Statistics
Ian Weissman's Merrill Lynch Experience October 2005 - April 2009
Job Managing Director Head of REIT Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Paul Margarites's Merrill Lynch Experience July 2008 - June 2009
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
PwC Consulting July 2012 - Present
Cornell University - S.C. Johnson Graduate School of Management August 2010 - October 2012
Bank of America Merrill Lynch May 2009 - June 2010
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Skills
Financial Advisory, Strategy, Management Consulting, Capital Markets, Risk Management, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2002 — 2006
BS, Finance & Business Law
PwC July 2014 - Present
PwC Consulting July 2012 - Present
Cornell University - S.C. Johnson Graduate School of Management August 2010 - October 2012
Bank of America Merrill Lynch May 2009 - June 2010
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Skills
Financial Advisory, Strategy, Management Consulting, Capital Markets, Risk Management, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2002 — 2006
BS, Finance & Business Law
Andrew Berkman's Merrill Lynch Experience July 2011 - August 2011
Job Health Industries Advisory Senior Associate at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC August 2013 - June 2015
Boston University January 2013 - May 2013
Boston University School of Management September 2012 - May 2013
Novartis Vaccines and Diagnostics June 2012 - August 2012
General Catalyst Partners May 2012 - May 2012
Australian Rugby Union March 2012 - April 2012
Merrill Lynch July 2011 - August 2011
Credit Suisse May 2011 - June 2011
Boston University School of Management August 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, SAP, SAP BW, Public Speaking, Financial Modeling, Social Media, InDesign, Microsoft Visio, Microsoft Project, Leadership, Finance, Analysis
Education
Boston University - School of Management 2009 — 2013
Business Administration, Finance
PwC July 2015 - Present
PwC August 2013 - June 2015
Boston University January 2013 - May 2013
Boston University School of Management September 2012 - May 2013
Novartis Vaccines and Diagnostics June 2012 - August 2012
General Catalyst Partners May 2012 - May 2012
Australian Rugby Union March 2012 - April 2012
Merrill Lynch July 2011 - August 2011
Credit Suisse May 2011 - June 2011
Boston University School of Management August 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, SAP, SAP BW, Public Speaking, Financial Modeling, Social Media, InDesign, Microsoft Visio, Microsoft Project, Leadership, Finance, Analysis
Education
Boston University - School of Management 2009 — 2013
Business Administration, Finance
Christopher Kuster's Merrill Lynch Experience September 2013 - Present
Job Origination and Product Management Analyst
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
HSBC August 2012 - September 2013
HSBC June 2011 - August 2011
TM Capital February 2011 - May 2011
Boston University Sports Marketing Department March 2010 - April 2010
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch September 2013 - Present
HSBC August 2012 - September 2013
HSBC June 2011 - August 2011
TM Capital February 2011 - May 2011
Boston University Sports Marketing Department March 2010 - April 2010
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
James Garvey's Merrill Lynch Experience September 2010 - December 2010
Job Sales and Account Management at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2014 - Present
Bloomberg LP August 2012 - September 2014
Abbott Vascular December 2010 - January 2011
Merrill Lynch September 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Excel, Bloomberg Terminal, Fixed Income Analysis, Fixed Income, Agency MBS, CMBS, MBS, Bond Markets
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations & Techonology Management
The Wheatley School 2004 — 2008
Bloomberg LP September 2014 - Present
Bloomberg LP August 2012 - September 2014
Abbott Vascular December 2010 - January 2011
Merrill Lynch September 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Excel, Bloomberg Terminal, Fixed Income Analysis, Fixed Income, Agency MBS, CMBS, MBS, Bond Markets
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations & Techonology Management
The Wheatley School 2004 — 2008
Jay Shepard's Merrill Lynch Experience January 2005 - April 2009
Job Director at CIT
Industry Financial Services
Experience
CIT April 2013 - Present
Morgan Stanley April 2009 - April 2013
Merrill Lynch January 2005 - April 2009
Federal Reserve Bank of New York July 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Boston University - School of Management 1994 — 1998
BSBA, Finance
Darien High School 1991 — 1994
South Kent School 1990 — 1991
CIT April 2013 - Present
Morgan Stanley April 2009 - April 2013
Merrill Lynch January 2005 - April 2009
Federal Reserve Bank of New York July 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Boston University - School of Management 1994 — 1998
BSBA, Finance
Darien High School 1991 — 1994
South Kent School 1990 — 1991
Allie Goldstein's Merrill Lynch Experience July 1994 - May 1999
Job
Industry
Experience
Merrill Lynch July 1994 - May 1999
Lehman Brothers September 1992 - July 1994
Skills
Customer Service, Microsoft Office, PowerPoint, Photoshop, Advertising, Outlook, Strategic Planning, Public Relations, Marketing Strategy
Education
Boston University Questrom School of Business 1988 — 1992
BSBA with a concentration in Finance
Merrill Lynch July 1994 - May 1999
Lehman Brothers September 1992 - July 1994
Skills
Customer Service, Microsoft Office, PowerPoint, Photoshop, Advertising, Outlook, Strategic Planning, Public Relations, Marketing Strategy
Education
Boston University Questrom School of Business 1988 — 1992
BSBA with a concentration in Finance
Christopher Battaglia's Merrill Lynch Experience May 2013 - Present
Job PIA Program Portfolio Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2013 - Present
Skills
Microsoft Works, Excel, Leadership, Event Planning, Access, Financial Analysis, Microsoft Office, Microsoft Excel, Investments, PowerPoint, Bloomberg
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Finance
Boston University - School of Management
Finance
Merrill Lynch May 2013 - Present
Skills
Microsoft Works, Excel, Leadership, Event Planning, Access, Financial Analysis, Microsoft Office, Microsoft Excel, Investments, PowerPoint, Bloomberg
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Finance
Boston University - School of Management
Finance
Nick Pataky's Merrill Lynch Experience September 2011 - December 2011
Job Customer Success at Leanplum
Industry Internet
Experience
Leanplum May 2015 - Present
Kiip 2013 - June 2015
SceneShot 2012 - July 2013
NBCUniversal, Inc. UK July 2012 - August 2012
Merrill Lynch September 2011 - December 2011
JPD Financial USA May 2010 - August 2010
JPD Financial USA June 2009 - August 2009
Skills
Developer Relations, Customer Retention, Partner Management, Entrepreneurship, Mobile Marketing, Start-ups, Data Analysis, Google Analytics, Leadership, SEO, Access, Omnigraffle Pro, Balsamiq Mockups, Adobe Creative Suite, HTML + CSS, Excel models, Salesforce.com, Six Sigma
Education
Boston University - School of Management
BSBA, Finance, Operations/Tech Management
Saratoga High School
Leanplum May 2015 - Present
Kiip 2013 - June 2015
SceneShot 2012 - July 2013
NBCUniversal, Inc. UK July 2012 - August 2012
Merrill Lynch September 2011 - December 2011
JPD Financial USA May 2010 - August 2010
JPD Financial USA June 2009 - August 2009
Skills
Developer Relations, Customer Retention, Partner Management, Entrepreneurship, Mobile Marketing, Start-ups, Data Analysis, Google Analytics, Leadership, SEO, Access, Omnigraffle Pro, Balsamiq Mockups, Adobe Creative Suite, HTML + CSS, Excel models, Salesforce.com, Six Sigma
Education
Boston University - School of Management
BSBA, Finance, Operations/Tech Management
Saratoga High School
Barry Feldman's Merrill Lynch Experience April 1992 - September 2005
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Merrill Lynch April 1992 - September 2005
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement
Education
Boston University - School of Management 1979 — 1983
Bachelor's degree, Finance
Morgan Stanley September 2005 - Present
Merrill Lynch April 1992 - September 2005
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement
Education
Boston University - School of Management 1979 — 1983
Bachelor's degree, Finance
Todd Stankiewicz's Merrill Lynch Experience September 2013 - Present
Job Vice President, Financial Advisor at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Finance January 2008 - September 2013
Financial firm December 2005 - January 2008
Financial firm March 2005 - December 2005
Education
Quinnipiac University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Boston University 2000 — 2004
B.S., Human Physiology
Merrill Lynch September 2013 - Present
Finance January 2008 - September 2013
Financial firm December 2005 - January 2008
Financial firm March 2005 - December 2005
Education
Quinnipiac University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Boston University 2000 — 2004
B.S., Human Physiology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank