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
FTI Consulting May 2015 - Present
Coyote Logistics September 2012 - April 2015
Coyote Logistics February 2014 - February 2015
Vanderbilt University August 2009 - October 2012
Accelerator Vanderbilt Summer Business Institute August 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Accelerator: Vanderbilt Summer Business Institute June 2011 - June 2011
Stifel Nicolaus Financial Corp May 2008 - June 2008
Skills
Management, Marketing, Analysis, Sales, Recruiting, Microsoft Excel, Finance, Portfolio Management, Research, Editing, Economics, Investment Banking, Networking, PowerPoint, Social Media, Valuation
Education
Vanderbilt University 2009 — 2012
Bachelor of Arts, Medicine, Health and Society; Arts Administration
University of Richmond 2008 — 2009
HJ Heinz May 2014 - Present
MÜV Integrated Physical Culture September 2013 - May 2014
University of Pittsburgh 2010 - 2014
Mylan May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Consumers Beverages, Inc. May 2012 - August 2012
UPMC December 2011 - April 2012
Camp Scouthaven June 2011 - August 2011
Kenmore Prescription Center June 2009 - August 2010
Skills
Access, Management, Microsoft Excel, Teamwork, SAP, Project Management, Financial Analysis, Sales, Office Management, Supply Chain, PowerPoint, Time Management, Team Leadership, Microsoft Word, Customer Service, Market Research, Leadership
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Major: Supply Chain Management Minor: Sociology
Nardin Academy
Merrill Lynch May 2009 - Present
UBSPaineWebber January 1990 - May 2009
Advest, Inc. June 1983 - January 1990
Skills
Series 7, Series 63, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Advisory
Education
University of Pittsburgh 1980 — 1983
Bachelor's of Science, Business Administration, Minor in Psychology
Weichert Realtors Coastal Properties May 2014 - Present
Callegro Investments February 2014 - Present
Bradesco BBI March 2007 - September 2013
LatinFinance May 2003 - March 2007
Merrill Lynch November 2000 - November 2003
DebtTraders November 2002 - May 2003
Merrill Lynch October 1999 - November 2000
Skills
Emerging Markets, Capital Markets, Hedge Funds, Investments, Portfolio Management, Trading, Banking, Latin America, Credit, Marketing, Corporate Finance, Product Development, Management, Financial Markets, Investment Banking, Equities, Investor Relations, Fixed Income, Spanish, Mergers, Business Strategy, Brazilian Portuguese, Series 7, Securities, Bloomberg, Private Equity, Structured Finance, Finance, Financial Modeling, Mergers
Education
University of Richmond 1995 — 1999
BA, Leadership Studies, International Studies (Latin America), Spanish
Nardin Academy 1991 — 1995
AT&T July 2013 - Present
AT&T January 2012 - July 2013
AT&T April 2001 - October 2012
AT&T April 1995 - January 2001
Merrill Lynch January 1992 - March 1995
Skills
Cloud Computing, Managed Services, Co-location, Solution Selling, Disaster Recovery, Sales Operations, Unified Communications, Data Center, VoIP, Enterprise Software, MPLS, Telecommunications, Wireless, SaaS, Direct Sales, IP, Sales Management, Vendor Management, Hosted Services, Product Management, Strategic Partnerships, Professional Services, Cisco Technologies, Account Management, Channel Partners, Sales, Go-to-market Strategy, Mobile Devices, Ethernet, Telephony, WAN, Leadership, Networking, Integration, Sales Process, Management, Strategy, CRM, Cross-functional Team..., Consultative Selling, Business Development, Salesforce.com, Pre-sales, Product Marketing, Virtualization, Strategic Planning, New Business Development
Education
University of Rhode Island 1989 — 1992
Bachelor of Arts (B.A.), Economics
Barclays Investment Bank April 2012 - Present
Credit Suisse August 2008 - December 2010
Merrill Lynch November 2003 - July 2008
Bird & Bird February 2001 - November 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Product Control
Education
University of Pretoria/Universiteit van Pretoria 1995 — 1999
Bachelor of Commerce (B.Com.), Dual degree with Finance, Economics and Mercantile Law majors.
Nike March 2015 - Present
AKT CPAs, Advisors, Consultants January 2014 - December 2014
Columbia Sportswear Company April 2013 - September 2013
Society for Information Management March 2013 - March 2013
Kaiser Permanente IT June 2012 - August 2012
Merrill Lynch August 2011 - January 2012
Skills
PowerPoint, Microsoft Excel, Creative Problem Solving, Event Planning, Marketing, Microsoft Word, Data Analysis, Editing, Research, Social Media, Community Outreach, Photoshop, Writing, Access, Cross-functional Team..., Marketing Communications, SharePoint, Marketing Strategy, CRM
Education
University of Portland 2009 — 2013
B.B.A., Operations and Technology Management
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Teachers' Retirement Allowances Fund April 2014 - December 2014
Public Employees Benefits Agency January 2007 - March 2014
Ministry of Finance, Saskatchewan May 2005 - December 2006
Ministry of Finance, Saskatchewan September 2001 - May 2005
Merrill Lynch September 1998 - September 2001
TD Evergreen September 1997 - September 1998
Skills
Alternative Investments, Equities, Asset Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, Wealth Management, Pensions, Risk Management, Financial Analysis, Strategic Planning, Change Management, Senior Executive..., Investment Strategies, Hedge Funds, Fixed Income
Education
University of Regina
Bachelor of Business Administration (BBA)
University of Regina
Master of Business Administration (MBA)
Merrill Lynch April 2011 - Present
Guyaux Mandler Mah Financial Group January 2006 - May 2011
Skills
Long-term Care, Wealth Management, Insurance, Estate Planning, Strategic Financial..., Finance, 401k, Mutual Funds, Retirement Planning, Investment Advisory, IRAs, Investments, Retirement, Series 7, Securities, Financial Planning
Education
University of Pittsburgh 2005 — 2006
B.S. Business Administration, Accounting
Washington and Jefferson College 2004 — 2006
Accounting
Merrill Lynch 1998 - Present
Nike 1996 - 1998
Deloitte & Touche 1993 - 1996
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Business/Management
Lakeridge High School 1986 — 1989
Seer Interactive December 2014 - Present
Tep Wireless May 2013 - December 2014
Merrill Lynch February 2013 - May 2013
Carnegie Mellon Tepper School of Business April 2012 - September 2012
Herzio Technologies S.L. May 2011 - February 2012
Branding Brand December 2009 - May 2010
Skills
Digital Marketing, Market Research, Start-ups, Marketing, Strategy, Advertising, Business Development, Data Analysis, Entrepreneurship, Public Relations, Public Speaking, Event Planning, Marketing Strategy, Press Releases, Google Analytics, Product Development, Financial Modeling, Pitch Development, Employee Training
Education
University of Pittsburgh 2008 — 2012
Degree: Bachelor of Science in Business Administration, Majors: Finance, Marketing
NetApp May 2009 - Present
eTouch August 2008 - May 2012
eTouch Systems August 2008 - April 2009
Ishi Systems Inc. April 2007 - June 2008
Merrill Lynch September 2005 - April 2007
Capgemini Consulting 2004 - 2005
Reliance Infocomm May 2003 - November 2004
Skills
Master Data Management, Solution Architecture, Oracle Hyperion DRM, Oracle, Enterprise Software, Essbase, ERP, Agile Project Management, DRM, Requirements Gathering, Architecture, SOA, Hyperion Planning, Integration, SDLC, Testing, Architectures, Business Process
Education
University of Pune 1997 — 2000
B.E., Mechanical
Softchoice July 2015 - Present
KUPS 90.1FM Tacoma "The Sound" February 2014 - May 2014
WhatAreRecords? June 2013 - August 2013
Geisty's Dogg House June 2012 - August 2012
Merrill Lynch June 2012 - August 2012
Vector Marketing May 2011 - August 2011
Vector Marketing May 2010 - August 2011
Skills
Marketing, Customer Service, Research, Sales, Management, Music Theory, Music Performance, Music History, Composition, Event Planning
Education
University of Puget Sound 2010 — 2014
Bachelor of Arts, Business Leadership
Freestone Capital Management May 2013 - Present
Freestone Capital Management August 2009 - September 2013
Merrill Lynch May 2008 - August 2008
Washington State Bar Association December 2007 - January 2008
Skills
Compliance, General Securities..., Series 7, Series 66, Investment Advisers Act, Regulatory Requirements, Securities Regulation, Broker-Dealer Compliance, Wealth Management, Asset Management, Investments, Alternative Investments, Notary Public
Education
University of Portland 2005 — 2009
Bachelor of Business Administration, Finance
Merrill Lynch June 2013 - August 2013
Roche Bros. Supermarkets June 2008 - December 2012
Skills
Investments, Strategic Financial..., Leadership
Education
University of Rhode Island 2012 — 2016
Trion Group, a Marsh & McLennan Agency, LLC Company May 2014 - Present
Amerihealth Administrators (A division of Independence Blue Cross) May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Kenny's Christmas Trees December 2007 - 2007
Education
University of Pittsburgh 2010 — 2014
Bachelor of Arts (B.A.), Economics and (B.A.) in English Writing
Germantown Academy 2005 — 2010
Merrill Lynch August 2002 - Present
Merrill Lynch 1977 - 2002
Logicon 1969 - 1975
Education
UCLA 1965 — 1967
MSE, Engineering / Information Sciences
University of Pittsburgh 1958 — 1962
BSEE
Clear Analytics August 2014 - Present
Ana Data Consulting July 2010 - Present
Bank of America 2012 - 2013
UBS Investment Bank June 2010 - June 2011
Bank of America April 2009 - March 2010
Citi February 2009 - April 2009
Merrill Lynch August 2008 - February 2009
One William Street Capital Management February 2008 - August 2008
GoldenTree Asset Management May 2007 - January 2008
HedgeSpeed Technology, LLC 2007 - 2008
Skills
Business Intelligence, Entrepreneurship, SDLC, Agile Methodologies, Business Analysis, .NET, Software Development, Data Warehousing, SQL, Web Services, SharePoint, Integration, Risk Management, Financial Risk, C#, SSRS, Design Patterns, Software Design, Enterprise Software, Analytics, Risk, Management
Education
Plymouth University 1996 — 1999
MediaLab Arts (Hons)
BMO Capital Markets February 2014 - Present
Tata Consultancy Services May 2012 - February 2014
Investance March 2011 - May 2012
Bank of America February 2010 - February 2011
SunGard February 2008 - January 2010
Merrill Lynch January 2006 - February 2008
Capgemini January 2001 - January 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Databases, Microsoft SQL Server, SQL, Pre-sales, Strategy, Project Management, Outsourcing, Management, PMP, Analysis, User Acceptance Testing, Investment Banking, Crystal Reports, Derivatives, Professional Services, PL/SQL
Education
University of Pune 1997 — 2000
Master of Computer Applications (MCA)
First Protocol December 2014 - Present
Citi September 2007 - Present
Leave It To Me January 2007 - Present
Merrill Lynch January 1997 - September 2007
New York & Company February 1996 - January 1997
Lane Bryant – Division of The Limited, Inc. December 1994 - December 1995
Skills
Relocation, Corporate Events, Event Marketing Strategy, Marketing Event Planning, Vendor Relationships, Budgeting, Cost Savings Strategies, Contract Negotiating, Dependable Team Player, Motivated self-starter, Hands-on leader, Budgets, Operations Management, Relationship Management, Meeting Planning, Marketing Communications, Event Strategy, Strategy, Marketing Strategy, Campaign Strategies, Event Management, Leadership, Sales, Customer Service, Management, Event Planning, Marketing, Trade Shows, Hospitality
Education
University of Rhode Island 1987 — 1991
Bachelor of Science, Fashion Merchandising; Marketing
North Brunswick Township High School 1983 — 1987
Merrill Lynch June 2015 - Present
United Way Student Chapter April 2015 - Present
Sigma Tau Gamma Fraternity November 2014 - Present
Urology Associates of York July 2007 - Present
Sigma Tau Gamma Fraternity November 2013 - November 2014
Chick-fil-A June 2010 - January 2012
Skills
Customer Satisfaction, Medical Records, Accounts Receivable, Telephone Skills, Teamwork, Time Management, Filing, Insurance, Customer Service, Facebook, PowerPoint, Team-oriented, Administrative..., Cashiering, Leadership, Fundraising, Social Media, Public Speaking, Event Planning, Microsoft Office, Research, Marketing
Education
University of Pittsburgh-Johnstown 2012 — 2016
Marketing and Human Resources
Dallastown Area High School 2008 — 2012
Cantor Fitzgerald Wealth Partners June 2014 - Present
Merrill Lynch November 2011 - April 2013
Merrill Lynch April 2007 - November 2011
Merrill Lynch February 2006 - April 2007
Merrill Lynch February 2000 - February 2006
Skills
Managing and leading a..., Leading Organizational..., Recruiting, hiring and..., Leading..., Leadership Development, Leading multi-faceted..., Mentoring, Strategic Partnerships, Strategic Planning, Series 7, Series 63, Series 65, Series 8, Leadership
Education
University of Pittsburgh 1983 — 1987
BA Economics
Heilman Investments January 2000 - Present
Merrill Lynch January 1975 - December 1999
Thomson & McKinnin. Inc December 1963 - January 1975
United States Army December 1961 - December 1963
Hemphill, Noyes & Co. January 1959 - December 1961
Skills
Aircraft Pilot, Real Estate Transactions, Piloting, Property & Casualty..., Team Building, Legal Liability
Education
University of Pittsburgh 1956 — 1960
B.S,, Business
New York Institure of Finance
New Market Group LLC January 2011 - Present
Frankel Investments April 1994 - Present
Lombard January 1994 - June 2000
Merrill Lynch May 1989 - December 1993
Skills
New Business Development, Strategic Planning, Entrepreneurship, Team Building, Sales Management, Start-ups, Mergers & Acquisitions, Marketing Strategy, Account Management, Business Development, Bootstrapping, Public Speaking, Program Management, Project Planning, Strategy, Finance, Contract Negotiation, Business Planning, Investments, Marketing, Negotiation, Small Business, Executive Management, Strategic Partnerships, Management Consulting, Budgets, Cross-functional Team..., Management, Process Improvement, Business Strategy, Risk Management
Education
Virginia Military Institute 1985 — 1989
BA, History / Spanish
University of Richmond 1984 — 1985
Episcopal High School 1980 — 1984
HS
University of Pittsburgh, CBA Office of Admissions August 2014 - Present
University of Pittsburgh, CBA Career Services August 2013 - Present
University of Pittsburgh, CBA Career Services August 2014 - December 2014
DICK'S Sporting Goods May 2014 - August 2014
UPMC May 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Kellogg Company May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Time Management, Teamwork, Finance, Data Analysis, Budgets, Accounting, Account Management, Leadership Development, Team Leadership, Capital Budgeting, Management
Education
Student at University of Pittsburgh 2011 — 2015
Bachelor's Degree, Finance, General
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance, General
Credit Suisse June 2015 - Present
Merrill Lynch November 2013 - June 2015
Morgan Stanley May 2013 - November 2013
Morgan Stanley August 2005 - May 2013
Morgan Stanley August 2002 - August 2005
Morgan Stanley, Pittsburgh May 2000 - August 2002
Skills
CFA Level III Candidate, CIMA, Investment Strategies, Investments, Mutual Funds, Separately Managed..., Investment Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Series 7, Investment Management, Wealth Management, Finance
Education
University of Pittsburgh
Bachelor of Science in Business Administration
PNC February 2014 - July 2015
Zolio Inc September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Dick's Sporting Goods March 2011 - June 2013
Moocho September 2011 - December 2011
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance and Communication
Dealerweb October 2014 - Present
Broadridge Financial Solutions September 2012 - October 2014
Ameriprise Financial June 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Power Point, Microsoft Word, Customer Service, Teamwork, Research, Learning Quickly, Calender Management, Social Media, Administrative..., Access, Analysis, Data Analysis, Editing, Event Planning, Finance, Facebook, Fixed Income, Forecasting, Leadership, Outlook, Portfolio Management, PowerPoint, Social Networking, Strategic Financial..., Time Management
Education
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance
University of Richmond in Rome
Semester Abroad, Studied Italian history and language
Christian Brothers Academy 2002 — 2008
High School Degree, College Preparatory
Raymond James Financial Services February 2009 - Present
Merrill Lynch March 2000 - February 2009
Education
University of Puget Sound 1995 — 1999
BA, History
CC Filson Co January 2015 - Present
Concur Technologies April 2013 - December 2014
Russell Investments February 2005 - April 2013
WaMu March 2003 - February 2005
Merrill Lynch 2000 - 2002
Skills
Onboarding, Applicant Tracking..., HRIS, Employee Benefits, PeopleSoft, Ceridian Payroll System, Payroll, Payroll Taxes, Multi-state Payroll..., Workday, ADP Payroll, Payroll Analysis, Payroll Conversions
Education
University of Puget Sound 1996 — 2000
Bachelor of Arts, Business & Public Administration
Intel Corporation March 2006 - Present
Bates Private Capital, an LECG Company May 2004 - February 2006
Merrill Lynch May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Partnering, Collaboration, Problem Solving, Action Oriented, Microsoft Excel, Microsoft Office, SAP, Strategic Financial..., NPV, Forecasting, Budgets, Financial Forecasting, Strategic Planning, Analysis, Variance Analysis, Accounting, Managerial Finance, Financial Reporting, Cross-functional Team..., Data Analysis, Process Improvement, Financial Planning
Education
Atkinson Graduate School of Management
Master of Business Administration (MBA)
Syddansk Universitet / University of Southern Denmark
University of Puget Sound
Bachelor of Arts (B.A.), Business Administration, Minors: Math, Economics, Politics
US House of Representatives Page School
Futurestep, A Korn Ferry Company January 2012 - Present
Andover Research May 2004 - December 2011
Merrill Lynch June 2002 - March 2004
ING Barings 2000 - 2002
New Alternatives For Children 1994 - 2000
Skills
Insurance, Recruiting, Finance
Education
NYU Graduate School of Social Work 1992 — 1994
Master, Social Work
University of Rhode Island 1987 — 1991
Bachelor of Arts, English and Psychology
Accountable Transition Services LLC May 2015 - Present
Washington Wealth Management July 2011 - May 2015
Morgan Stanley Smith Barney February 2007 - June 2011
Merrill Lynch December 1977 - November 2003
Skills
Financial Advisory, Business Management, Operations Management, Financial Planning, Portfolio Management, Series 7, Finance, Management, Mutual Funds, Risk Management, Wealth Management, Entrepreneurship
Education
University of Portland 1976 — 1978
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Bear Creek Mountain Resort June 2012 - June 2014
aerie by American Eagle Outfitters June 2012 - January 2013
American Eagle Outfitters November 2010 - January 2012
Skills
Retail, Loss Prevention, Merchandising, Cashiering, Visual Merchandising, Inventory Management, Customer Service, PowerPoint, Store Operations, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, Sales, Banquets, Communication Skills, Serving Others
Education
University of Pittsburgh 2010 — 2015
Bachelor's degree, Applied Mathematics
Kutztown Area High School 2006 — 2010
Weichert Realtors March 2011 - Present
Goldman Sachs May 1999 - April 2002
Merrill Lynch 1993 - 1996
Skills
Real Estate, Strategic Planning, Advertising, Marketing, Customer Service, Investments, Sales, Account Management, Marketing Strategy, Sales Management, Selling, Contract Negotiation, Retail, Negotiation, New Business Development, Business Development, Sales Operations, Residential Homes, Sales Process, Luxury, Investment Properties, Relocation, Real Estate Transactions, First Time Home Buyers, Strategy, Short Sales, Financial Analysis, Condos, Sellers, Leadership
Education
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Business Administration and Management, General
AIG October 2010 - Present
Chartis Inc. October 2009 - October 2010
Merrill Lynch June 2007 - May 2008
Mellon March 2002 - May 2007
Skills
Training, Leadership, Team Building, Business Networking, Goal Oriented, Social Skills, GTD, Performance Management, Talent Management, Change Management, Organizational..., Financial Services, Succession Planning, Leadership Development, Vendor Management, Process Improvement, Program Management, Onboarding, Strategy, Human Resources, Banking, Mergers & Acquisitions, Employee Relations, Instructional Design, Consulting, Budgets, Management, Relationship Management, Business Analysis, Analysis, Policy, Project Management, Business Process..., Employee Benefits, Executive Management, Coaching, Employee Engagement, Financial Risk
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business Administration
University of Puerto Rico, Río Piedras August 2015 - Present
McConnell Valdés LLC June 2015 - August 2015
McConnell Valdés LLC June 2014 - August 2014
Banco Santander Puerto Rico March 2014 - May 2014
Merrill Lynch November 2013 - March 2014
BDO Puerto Rico, P.S.C. June 2013 - August 2013
Skills
Investments, Commercial Banking, Investment Banking, Capital Markets, Wealth Management, Financial Analysis, Corporate Finance, Cold Calling, Bloomberg, Portfolio Management, Banking, Equities, Derivatives, Bookkeeping, Finance, LIBOR, Lines Of Credit, Cash Management, Social Networking, Pipelines, Credit, Fixed Income, Bonds, Loans, Securities, Mutual Funds, Financial Markets, Equity Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership, Research, Spanish, Social Media
Education
University of Puerto Rico School of Law 2014 — 2017
Doctor of Law (JD), Law, 3.9
Inter-American University of Puerto Rico-Metropolitan Campus 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, 3.87
Colegio san antonio 2010 — 2011
High School, Regular/General High School/Secondary Diploma Program, High School GPA:3.77
Merrill Lynch July 2013 - Present
Aquinas Leadership Group July 2012 - Present
Merck May 2011 - July 2012
Inspire September 2010 - May 2011
Allergan September 2005 - May 2010
Yellow Book USA May 2003 - December 2005
Skills
Ophthalmology, Business Acumen, Account Management, Sales Process, Pharmaceutical Industry, Hospital Sales, Managed Care, Cardiology, Allergy, Pharmaceutical Sales, Cold Calling, Selling Skills, Strategy
Education
University of Rhode Island 1999 — 2003
BA, Marine Affairs and Coastal Policy
Keiter August 2014 - Present
Keiter January 2014 - April 2014
Calibre CPA Group PLLC June 2013 - August 2013
Keiter June 2012 - July 2012
Merrill Lynch September 2011 - March 2012
Burkwood Swim and Racquet Club May 2011 - September 2011
Skills
Eagle Scout, Microsoft Office, Bloomberg Terminal, ProSystem fx Tax, Caseware, ProSystem Engagement, Time Management, Tax, Finance, Fixed Assets, Teamwork, Access, Financial Reporting
Education
University of Richmond 2010 — 2014
B.S.B.A., Accounting, Finance
Goldman Sachs June 2013 - Present
Goldman Sachs November 2011 - Present
Goldman Sachs September 2010 - November 2011
Goldman Sachs December 2009 - September 2010
Goldman Sachs January 2008 - December 2009
Goldman Sachs November 2004 - January 2008
Merrill Lynch June 2003 - November 2004
Skills
Portfolio Management, Credit Derivatives, Investment Banking, Alternative Investments, Equity Derivatives, Securities, Fixed Income, FX Options, Capital Markets, Structured Products, Middle Office, Management, Prime Brokerage, Electronic Trading, Interest Rate..., Derivatives, Hedge Funds, Equities, Trading Systems, Risk Management
Education
University of Rhode Island
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
TIAA-CREF August 2011 - Present
EMC Consulting 2004 - August 2011
Citibank 2002 - 2003
Cambridge Technology Partners 1997 - 2002
Merrill Lynch 1996 - 1997
Swiss Bank 1992 - 1996
Skills
Asset Management, Capital Markets, Banking, Mutual Funds, Data Management, Business Intelligence, CRM, Management, Business Process..., Business Process, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Cloud Computing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1992
MBA/MSMIS, MIS
Western New England University 1984 — 1988
BSBA, CIS
BlueCrest Capital Management, LLP July 2013 - Present
Barclays Capital September 2012 - June 2013
Barclays Capital January 2010 - September 2012
PwC October 2008 - December 2010
Merrill Lynch September 1999 - June 2004
Skills
Financial Analysis, Product Control, Prime Brokerage, Auditing, Emerging Markets, Credit
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelors, Accounting
South Side High School
EXL March 2014 - Present
Carewise Health November 2012 - December 2013
Carewise Health 2003 - November 2011
eBenX 2001 - 2003
Merrill Lynch 1998 - 2001
Howard Johnson & Company 1986 - 1998
Northwest Consulting 1984 - 1986
Skills
Disease Management, Actuarial Science, Healthcare Analytics, Predictive Modeling, Wellness, Incentive Programs, Employee Benefits, Healthcare, Health Insurance, Leadership, Health Policy, Managed Care, Process Improvement, Program Management, Strategy, Analysis, Management, Consulting, Analytics
Education
University of Puget Sound 1980 — 1984
BS, Mathematics, Economics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2011 - July 2015
Federal Reserve Bank of New York June 2010 - August 2010
Merrill Lynch May 2006 - July 2009
GlobeOp Financial Services January 2005 - April 2006
Skills
Fixed Income, Equities, Derivatives, Valuation, Financial Modeling, Securities, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Asset Managment, Investments, Capital Markets, Financial Analysis, Finance, Middle Office, Trading Systems, FINRA, Financial Markets, Business Strategy, Corporate Development, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Asset Management, Bank Management, Project Management, Business Analysis..., Corporate Governance, Financial Risk..., Data Gathering &..., Financial & Regulatory..., Trading Systems &..., Commodities, Foreign Exchange, Interest Rate Products, Structured Transactions, Listed &..., Alternative Investments, Funding & Liquidity, Risk Management, Financial Risk, Strategy, Investment Management, Private Equity, Analysis, Financial Services, Portfolio Management, Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Banking, Corporate Finance, and Management
University of Rhode Island - College of Business Administration 2000 — 2004
BS, Finance & MIS
Comcast September 2015 - Present
Franklin Square Capital Partners August 2014 - July 2015
Lincoln Financial Group September 2012 - August 2014
BNY Mellon May 2011 - August 2012
UBS Wealth Management September 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Skills
Finance, Leadership, Business Analysis, Financial Services, Insurance, Financial Analysis, Financial Reporting, Project Management, Management, Six Sigma, Strategic Planning, Social Media, Campaign Management, Strategy, Relationship Management, Analysis, Process Improvement, PowerPoint, Salesforce.com, Business Strategy, Team Leadership, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Investments
Education
University of Pittsburgh 2007 — 2011
BSBA, Finance & Global Management
Bank of America 2013 - Present
Merrill Lynch April 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 2005 - 2008
Skills
Wealth Management, Business Development, Business Integration, Coaching, Marketing, Risk Management, Finance, Management, Strategic Planning, Sales Management, Leadership, Retirement Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1990
Bachelor's Degree, Finance
Merrill Lynch December 2011 - Present
Merrill Lynch December 2009 - December 2011
Harbor Links Golf Course July 2006 - December 2011
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Entrepreneurial Management
The Wheatley School
High School Diploma
Merrill Lynch June 2014 - Present
Shamanuti May 2013 - August 2013
South Shore Beach June 2011 - September 2012
Claddagh Farm June 2010 - August 2010
Skills
Stock Picking, Portfolio Management, Financial Planning, Microsoft Office, Public Speaking, Teamwork
Education
University of Rhode Island 2012 — 2016
Economics & History
The Rivers School 2006 — 2012
Tamarac Inc. October 2014 - Present
Tamarac Inc. April 2014 - October 2014
Tamarac Inc. September 2012 - April 2014
University of Portland October 2011 - May 2012
D.A. Davidson & Co. June 2011 - September 2011
The First Tee of Greater Seattle June 2008 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Series 7, Bloomberg, Microsoft Excel, Securities, PowerPoint, Research, Public Relations, Fundraising, Nonprofits, Microsoft Office, Life Coaching, Coaching, Community Outreach, Data Analysis, Customer Service, Time Management, Public Speaking, Leadership Development, Puppies, Portfolio Management, Teamwork, German Law, Industrial Sewing, Analysis, Finance, Leadership, Teaching
Education
University of Portland 2008 — 2012
B.B.A., Finance
University Preparatory Academy 2001 — 2008
McGann + Zhang March 2015 - Present
JWT May 2013 - July 2013
University of Richmond September 2010 - April 2013
Detecon International GmbH July 2012 - August 2012
Wells Fargo May 2012 - June 2012
Merrill Lynch March 2012 - May 2012
Skills
Mandarin, Access, Microsoft Excel, PowerPoint, Photoshop, Digital Photography, Illustrator, Dreamweaver, Friendliness, Team Leadership, Persuasive Presentation..., Final Cut Pro, Advertising, Speech, Idea Creation, Research, Social Media Marketing, Event Management, Marketing, Graphic Design, Photography, Leadership, Time Management, Creativity
Education
Virginia Commonwealth University 2013 — 2015
Master's degree, Creative Brand Management
University of the Arts London 2014 — 2014
Creative Thinking
Copenhagen Institute of Interaction Design 2014 — 2014
Interaction Design
The Florence Institute of Design International 2014 — 2014
Graphic Design
University of Richmond 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Management, Marketing
PNC Financial Services May 2011 - Present
Big Brothers Big Sisters August 2009 - May 2011
A.C. Coy August 2008 - August 2009
Prequel Solutions 2008 - August 2009
HyperActive Technologies March 2008 - July 2008
Merrill Lynch January 2007 - October 2007
Home Loan Services June 2006 - February 2007
National City Bank March 2003 - June 2006
Mellon Bank August 2001 - March 2003
National City Bank March 2000 - August 2001
Skills
Business Intelligence, Big Data Analytics, Project Management, SDLC, SharePoint, Data Warehousing, Microsoft SQL Server, Databases, SQL, SSIS, SSRS, Team Leadership, Team Building, OLAP, ETL, Business Analysis, Visual Analytics, CRM, Requirements Gathering, SQL Server, Analysis Services, Data Modeling, OBIEE, HRIS, Informatica, Data Warehouse..., Database Design, Management, Requirements Analysis, SharePoint Designer, Information Architecture, Web Design, System Architecture, PeopleSoft, Solution Architecture, Behavioral Interviewing, Data Architecture, Oracle HR, Oracle SQL, MS Integration Services, Capital Budgeting, Capital Projects, Performance Dashboards, Data Analysis, Tableau, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2007
MBA, Business / Technology
University of Pittsburgh 1996 — 2000
BSIS, Information Science
Guardian Life March 2015 - Present
AIG March 2012 - March 2015
Merrill Lynch October 2008 - March 2012
UBS 2007 - 2008
Skills
Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, 401k, Retirement, Alternative Investments, Series 66, Fixed Income, CRPC, Equities, Portfolio Management, Securities, Series 6, Investment Strategies, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
BS, Business Management, Finance
ESP Showroom January 2014 - Present
Kisan Store May 2013 - August 2013
The Pitt News August 2012 - April 2013
ESP Showroom June 2012 - August 2012
The Pitt News August 2011 - December 2011
Merrill Lynch June 2011 - August 2011
PMC Lighting May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Advertising, Facebook, Social Media, Sales Management, Microsoft Office, Marketing, Sales, Social Networking, Management
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (BS), Accounting and Marketing
Moses Brown School 2002 — 2009
Credit Suisse July 2011 - March 2013
Venture Advisors September 2009 - June 2011
Mogul Mind July 2008 - January 2010
Merrill Lynch February 2006 - July 2008
ADP 2003 - 2005
University of Pittsburgh 1998 - 2002
Skills
Team Building, Start-ups, Sales, Solution Selling, Relationship Management, Negotiation, Strategic Planning, Business Development, Marketing Strategy, Capital Markets, Venture Capital, Private Equity, Angel Investing, Strategic Partnerships, Go-to-market Strategy, Strategy, Project Planning, Leadership, Business Strategy, Finance, Consulting, Financial Services, Management, Executive Management, Contract Negotiation, Corporate Development, Entrepreneurship, Salesforce.com, Business Planning, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Management Consulting, Portfolio Management, Financial Modeling, Investments, Corporate Finance, Valuation, Financial Analysis, Risk Management, Investment Banking
Education
University of Pittsburgh 1998 — 2002
BA, Economics and Business Admin
FieldOne Systems September 2009 - Present
Jerusalem Global Ventures January 2001 - Present
180 Connect August 2007 - July 2008
Ad.Venture Partners Inc. March 2005 - July 2008
Innovation Interactive May 2002 - November 2005
Net2Phone November 1999 - January 2002
IDT Corp. May 1996 - November 1999
Merrill Lynch January 1991 - June 1995
Skills
Venture Capital, Mergers, Telecommunications, Start-ups, Due Diligence, Business Strategy, Strategic Partnerships, Business Development, Executive Management, IPO, Private Equity, Strategic Planning, New Business Development, Business Planning, Corporate Development
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
University of Pittsburgh 1989 — 1991
B.A., Economics
North Highland May 2015 - Present
ACME Business Consulting April 2015 - May 2015
The Standard July 2012 - April 2015
The Standard March 2006 - August 2012
Merrill Lynch July 2002 - January 2006
Trillium Software January 1998 - July 2002
Group 3 Consultants Inc June 1995 - November 1997
Skills
Process Improvement, Project Management, Business Analysis, SDLC, Cross-functional Team..., PMO, Requirements Gathering, PMP, Change Management, Requirements Analysis, Business Intelligence, MS Project, Business Process, Visio, Systems Analysis, SharePoint, Software Development, Vendor Management, Disaster Recovery, Business Requirements, Enterprise Architecture, Project Portfolio..., IT Management, Agile Methodologies, Business Process..., Strategy, IT Strategy, Software Project...
Education
University of Portland 1998 — 2002
B.S., Business Management & Marketing, Graduated Cum Laude
BNY Mellon August 2014 - Present
Capco September 2012 - August 2014
CDW August 2010 - April 2012
Merrill Lynch July 2011 - December 2011
Bombino Group May 2009 - July 2009
Skills
Financial Analysis, Strategic Planning, Financial Reporting, New Business Development, Microsoft Excel, Financial Modeling, Data Analysis, Budgets, Capital Markets, PowerPoint, Management, Leadership, Financial Services, Project Management, Business Analytics, Metrics Reporting, Strategy, Business Analysis, Analysis
Education
University of Pittsburgh 2008 — 2012
BSBA, Finance, Economics
Fort Lee High School 2004 — 2008
High School Diploma
Merrill Lynch July 2009 - Present
Banc of America Investments July 2007 - June 2009
Banc of America Investments July 2006 - July 2007
Skills
Investments
Education
University of Puget Sound 2001 — 2005
Bachelor's Degree, Business
University of Puget Sound 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Nike (contracted via RGP) October 2012 - December 2014
Financial Solutions May 2009 - October 2012
Military Personnel Services Corporation July 2007 - December 2008
AIG American General December 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Account Management, Access, Analysis, Budget Preparation, Budget Analysis, Budget Management, Budget Tracking, Budget Allocation, Budget Oversight, Budget Development, Business Strategy, Business Intelligence, Budgeting, Business Analysis, Cost Estimating, Cost Analysis, Cost Control, Data Analysis, Economic Research, Excel, Financial Modeling, Financial Management, Federal Government, Financial Forecasting, Forecasting, Financial Analysis, Financial Reporting, Financial Planning, Government Finance, Government, MS Office Suite, Microsoft Office, Macro, Outlook, Program Management, Planning, PowerPoint, Pivot Tables, Problem Solving, Qualitative Research, Research, SQL, Strategic Planning, Trend Analysis, Word, Valuation, Yahoo, Budgets, Team Building, Vendor Management
Education
University of Portland 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Economics, 3.33
Jilling Wealth Management August 2013 - Present
Citizens Investment Services December 2009 - August 2013
Merrill Lynch August 2005 - December 2009
Morgan Stanley May 2001 - August 2005
Skills
Retirement Planning, Investment Advisory, Retirement, Investments, Portfolio Management, Employee Benefits, Financial Advisory, Finance, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Fixed Annuities, 401k, Asset Allocation, Estate Planning, Investment Strategies, 401k Rollovers, Securities, Asset Management, Alternative Investments, Financial Services, Investment Management, IRAs, Wealth Management..., Equities, Life Insurance, Long Term Care Insurance, Fixed Income, Long-term Care, Financial Planners, Relationship Management, Wealth, Personal Financial..., Uniform Combined State..., ETFs
Education
University of Rhode Island - College of Business Administration 1997 — 2001
B.S. Business Administration, Management Information Systems
Quest Diagnostics January 2015 - Present
Quest Diagnostics February 2014 - January 2015
Quest Diagnostics August 2009 - January 2014
Merrill Lynch July 2006 - August 2009
Merrill Lynch July 2004 - July 2006
Skills
Lean Transformation, Six Sigma, Sales, Operations Management, Public Speaking, Project Management, Microsoft Excel, PowerPoint, Minitab, MS Project, Visio, Quality Improvement, Process Improvement, Cost Reduction/Avoidance, Cross-functional Team..., Team Leadership, Microsoft Word, Teamwork, Change Management, Manage Client..., Client Presentation, Value Selling, Training, Lean Manufacturing, CRM, Human Resources, Finance, Customer Satisfaction
Education
University of Pittsburgh 1988 — 1996
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2012 - Present
Fujifilm Medical Systems March 2012 - March 2013
Tata Consultancy Services & Merrill Lynch September 2007 - December 2011
Gateway Technolabs Pvt. Ltd. August 2006 - September 2007
Astegic December 2005 - August 2006
Skills
ASP.NET, ASP.NET AJAX, ASP.NET MVC, JavaScript, jQuery, jQuery UI, C#, .NET, WCF, AJAX, Microsoft SQL Server, SQL, Web Services, XML, Agile Methodologies, TFS, LINQ, JSP, PL/SQL
Education
Rajasthan University 2001 — 2005
Engineer’s Degree, Computer Science
University of Rajasthan 2001 — 2005
Bechelor of Engineering, Computer Science & Engineering
Morgan Stanley June 2013 - Present
BNY Mellon August 2012 - October 2012
Merrill Lynch September 2011 - December 2011
Volunteer Partnership for West Africa August 2011 - August 2011
Hill Community Development Corporation June 2011 - July 2011
Skills
African Studies, Microsoft Office, Salesforce.com, Access Database, African affairs, International NGOs, Time Management, Research, Microsoft Excel, Management, Analysis, Financial Analysis, Databases, Access
Education
University of Pittsburgh 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley November 2012 - Present
Merrill Lynch November 2005 - November 2012
Usairways March 1980 - May 2005
Skills
Finance, Microsoft Excel, Series 7, Superior Client Service, Series 65, Series 63, Health Insurance, Life Insurance
Education
University of Pittsburgh
E*TRADE Financial June 2013 - Present
Merrill Lynch August 2011 - June 2013
Servpro Industries November 2007 - May 2011
Education
University of Rhode Island - College of Business Administration 2003 — 2007
BA, Marketing & Management
Nicole Miller June 2012 - Present
bebe stores November 2009 - Present
Subway May 2007 - Present
BCBG Max Azria February 2012 - June 2012
Merrill Lynch September 2011 - May 2012
Circuitronix May 2011 - September 2011
University of Pittsburgh May 2010 - August 2010
Education
University of Pittsburgh 2008 — 2012
BA, Finance/ Chemistry
Upper st Clair
Elation EMR July 2013 - Present
Audigy Group LLC January 2011 - July 2012
Audigy Group LLC 2010 - 2011
Audigy Group 2008 - 2010
Audigy Group May 2005 - 2008
Merrill Lynch January 2004 - May 2005
Skills
Business Planning, Strategic Planning, Marketing Strategy, Business Development, New Business Development, Budgets, Team Building, Public Speaking, Team Leadership, Market Research, Healthcare, Business Strategy, Start-ups, Business Acquisition, Technology, Department Creation, Entrepreneurship, Sales Operations, Management Consulting, Leadership, Management, Coaching, Mergers & Acquisitions, Account Management, Leadership Development, CRM, Strategic Partnerships
Education
University of Portland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Vanguard March 1999 - Present
Merrill Lynch April 1997 - March 1999
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Business Management
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch September 2003 - January 2008
Education
University of Rhode Island - College of Business Administration
Finance
Manning & Napier May 2012 - Present
University of Pittsburgh January 2011 - April 2012
Merrill Lynch May 2011 - August 2011
University of Pittsburgh September 2010 - January 2011
Schiller's Pharmacy August 2009 - February 2010
Sage Rutty & Co. Inc. December 2007 - January 2009
Skills
Microsoft Excel, Portfolio Management, Sales, Time Management, Leadership, Financial Services, Facebook, Social Networking, Cisco Technologies, Budgets, Access, Management, Managing Client Data, Excel, Cisco Phones
Education
University of Pittsburgh 2008 — 2012
Finance, Finance, Chinese, Investment, Operations, Economics, Accounting
Pittsford Sutherland Highschool 2004 — 2008
Highschool Diploma, Fine Arts and General Education
Federal Home Loan Bank of Seattle May 2012 - Present
Invest n Retire LLC September 2011 - May 2012
Merrill Lynch September 2010 - July 2011
Angel Oak Capital Partners April 2009 - April 2010
JPMorgan Chase/WaMu July 2007 - January 2009
JPMorgan Chase/WaMu July 2005 - August 2007
DA Davidson & Co. April 2004 - June 2005
Skills
Portfolio Management, Bloomberg, Derivatives, Fixed Income, Investments, Treasury, Cash Management, Corporate Finance, Securities, Financial Risk, Trading, Structured Products, Credit, Options, Finance
Education
University of Portland 2001 — 2004
Bachelor of Business Administration, Finance
Jesuit High School
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
Delmonte-Smelson Jewelers May 2010 - April 2011
MORGAN STANLEY SMITH BARNEY June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science in B.A, Accounting
UNIVERSITY OF RHODE ISLAND, College of Business
Bachelor of Science in B, Accounting
BPAS September 2012 - March 2015
SEI August 2010 - September 2012
SEI January 2007 - August 2010
SEI March 2004 - January 2007
Ascensus March 2002 - March 2004
Merrill Lynch March 2000 - March 2002
Skills
Retirement, Alternative Investments, 401k, Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Wealth Management, Finance, Portfolio Management, Defined Benefit, Securities, Retirement Planning, Employee Benefits, Valuation, Series 6, Financial Services, Pensions, Investment Management, Investment Advisory, Relationship Management
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Graduated magna cum laude
Merrill Lynch July 1999 - Present
Mellon Bank May 1996 - July 1999
Skills
Wealth Management, Investments, Series 7, Financial Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Series 63, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Finance, FINRA, Series 66, Series 9, Series 10, Series 3, Series 31, Securities
Education
University of Pittsburgh 1992 — 1996
BA, Business & Economics
Merrill Lynch May 2006 - Present
Merrill Lynch February 2001 - April 2006
Deutsche Bank June 1999 - February 2001
Bankers Trust October 1997 - June 1999
Legal & General Insurance October 1996 - October 1997
SBW Insurance Research Ltd October 1995 - October 1996
BUPA July 1993 - October 1995
Skills
IT Strategy, IT Management, Program Management, Integration, Software Development, Business Analysis, Market Data, Business Intelligence, Project Management, Microsoft Excel, VBA, Electronic Trading, Prime Brokerage, Equities, Equities Technology, Hedge Funds
Education
University of Reading 1989 — 1992
BSc, Applied Mathematics
Learning Express Toys of Little Rock April 2010 - Present
Northrop Grumman March 2008 - April 2010
Software Methods May 2007 - February 2008
TEKSystems September 2006 - May 2007
Merrill Lynch September 2006 - May 2007
ASI October 2004 - September 2006
ASI May 2002 - October 2004
NetReach Inc March 1998 - May 2002
Voxware, Inc. July 1996 - January 1998
PCC January 1994 - July 1996
Skills
Databases, Software Development, Integration, Software Documentation, SQL, .NET, Software Design, Program Management, DB2, Programming, COBOL, Operating Systems, Analysis, Management, Advertising, ASP.NET, C#, Merchandising, Web Development
Education
University of Rhode Island 1980 — 1982
MS, Computer Science
University of Rhode Island 1976 — 1980
BS, Computer Science
PwC December 2013 - Present
Ernst & Young May 2001 - November 2013
Merrill Lynch September 1999 - September 2001
BNY Mellon January 1993 - January 1998
Skills
Liquidity Risk, ALM, Treasury Management, Treasury, Financial Risk..., Derivatives, Credit Risk, Cash Management, Risk Management, Market Risk, Basel II, Liquidity Management, Liquidity, Stress Testing, Interest Rate Risk..., FX Options, Capital Markets, Banking, Fixed Income, Bloomberg, Portfolio Management, Financial Risk, Financial Markets, Foreign Exchange
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
MBA, Finance
University of Rome, Italy 1986 — 1992
Master of Arts (M.A.), Public & International Affairs - Concentration: Economics
BlackRock January 2015 - Present
BlackRock August 2013 - December 2014
Parametric Portfolio Associates March 2011 - August 2013
Merrill Lynch August 2009 - February 2011
Skills
Internal & External..., Equity Research, Managing Deadlines, Analysis and Technical..., Account Reconciliation, Building Relationships, Sales, Microsoft Office, Equities, Financial Analysis, Settlement, Bloomberg Terminal, Corporate Actions, Portfolio Management, Finance, Hedge Funds, Alternative Investments, Fund Of Funds
Education
University of Portland 2005 — 2009
Bachelor of Business Administration, Finance Major
Merrill Lynch February 2008 - Present
FairFax Insurance June 2007 - 2008
Citi Group August 2005 - July 2007
UnitedHealth Group 2002 - 2005
Nabisco 1997 - 2002
AT&T 1995 - 1995
Skills
Web Services, .NET, SDLC, Vendor Management, Software Project..., Business Intelligence, Requirements Analysis, SOA, IT Strategy, Program Management, Enterprise Architecture, Data Warehousing, Integration
Education
University of Pune 1987 — 1991
Bachelors in Engineering, Electronics
St. John's Church High School
MainStay Investments January 2007 - Present
Victory Capital Management July 1999 - January 2007
Merrill Lynch March 1989 - June 1999
Skills
Separately Managed..., Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Investment Strategies, Investment Management, Series 63
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance and Insurance
Delaware Investments, a member of the Macquarie Group May 2010 - Present
Goldman Sachs December 2005 - May 2010
Lord Abbett 2001 - 2005
Merrill Lynch July 1999 - October 2001
Skills
Series 7, Mutual Funds, Investments, Relationship Management, Series 63
Education
University of Rhode Island 1995 — 1999
Cantor Fitzgerald December 2011 - Present
Merrill Lynch February 1995 - December 2011
Skills
Equities, Electronic Trading, International Sales, Equity Trading, Global Operations, Investment Banking, Bloomberg, Trading Systems, Equity Derivatives, FINRA, Series 63, Trading, Proprietary Trading, Series 7, Capital Markets, Financial Markets, Hedge Funds
Education
University of Pittsburgh
Stanko Agency, Inc Financial AdvisorWachovia SecuritiesApril 2003 - March 2005
Merrill Lynch October 2001 - March 2003
Federated Investors Inc March 1997 - September 2001
Education
University of Pittsburgh 1991 — 1995
BA, Dual Major, Economics and Business
Merrill Lynch VP Sybase Db administrationMerill Lynch1999 - Present
Skills
Unix, Sybase, Electronic Trading, Solaris, Fixed Income, Vendor Management, Trading Systems, Market Data, Investment Banking, Equities, Capital Markets, Project Management, Derivatives, Performance Tuning, Prime Brokerage
Education
Wadia college 1989 — 1993
Bishops 1984 — 1989
Pune University
Bloomberg February 2010 - Present
Medco February 2009 - February 2010
Merrill Lynch November 2007 - October 2008
GMAC Mortgage 2007 - 2007
Education
University of Pune
MCom, Accounting and Auditing
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Millennium Partners, L.P. April 2009 - Present
Ellington Management Group October 2006 - December 2008
Amaranth Group, Inc May 2004 - September 2006
Deutsche Bank February 2001 - April 2004
MoneyLine August 2000 - February 2001
Merrill Lynch July 1998 - August 2000
Salomon Smith Barney July 1997 - July 1998
Sigma Imaging System (acquired by Eastman Software) April 1994 - June 1997
Education
University of Rhode Island 1989 — 1993
Ph. D, computational mechanics
State Street Corporation June 2007 - Present
Merrill Lynch 2005 - 2007
Qvector Inc 2004 - 2005
Prudential Financial 2003 - 2004
Nedbank 1999 - 2001
Financial Services - Various June 1994 - January 1999
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, Business Process..., Program Management, Project Management, Management, IT Strategy, Microsoft Office, Software Development
Education
Pune University 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services, A+
Pune University 1989 — 1992
Bachelor's degree in Computer Science, Computer Science
Merrill Lynch January 2007 - Present
Merck/Schering-Plough Pharmaceuticals January 2007 - March 2009
Sepracor June 2005 - 2007
Pfizer Pharmaceuticals June 1998 - 2005
Skills
Sales Management, Sales, New Business Development, Account Management, Strategic Planning, Team Building, Coaching, Marketing, Negotiation, Marketing Strategy, Customer Service
Education
University of Rhode Island 1994 — 2000
EMPOWER Retirement August 2014 - Present
J.P. Morgan Retirement Plan Services May 2014 - August 2014
Centurion Group April 2013 - November 2013
Merrill Lynch March 2011 - September 2012
Merrill Lynch June 2010 - March 2011
HSBC Securities April 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Financial Services, Asset Allocation, Retirement Planning
Education
University of Pittsburgh
BS, Economics
Thomson Reuters January 2010 - Present
FXall January 2010 - Present
Lava Trading April 2009 - December 2009
Credit Suisse July 2008 - February 2009
Merrill Lynch April 2001 - May 2008
Leading Edge(Trigyn) 1996 - 2001
Trigyn Technologies 1996 - 2001
G.E. Capital - Indus Software 1992 - 1995
Indus Software 1992 - 1995
Skills
Software Design, Sybase, Java, C++, Linux, Hibernate, Trading Systems, Unix, FX trading, Electronic Trading, Multithreading, FX, Solaris, FX Options, SDLC, Perl, Low Latency, Agile Methodologies, Oracle, Spring, Distributed Systems, Market Data, JMS, Java Enterprise Edition, SOA, Design Patterns, Unix Shell Scripting
Education
University of Pune 1985 — 1988
B.S., Physics, Mathematics
Voya Investment Management November 2012 - Present
ING Investment Management October 2006 - November 2012
Osprey Opportunity Fund L.P. October 2000 - October 2006
Imperial Capital, LLC March 1999 - November 2001
Merrill Lynch January 1997 - March 1999
Skills
Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Marketing Communications, Derivatives, Capital Markets, Relationship Management, Project Management, Product Management, Quantitative Analytics, Trading, Alternative Investments, Marketing Strategy, Investments, Structured Products, Asset Management, Asset Managment, Equities, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Separately Managed..., Series 7
Education
University of Rhode Island 1987 — 1991
Merrill Lynch May 2015 - Present
UBS Financial Services May 2006 - May 2015
Morgan Stanley May 2001 - May 2006
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Equities, Securities, Retirement Planning, Portfolio Management, Hedge Funds, 401k, Asset Management
Education
University of Rhode Island 1997 — 2001
Bachelor, Finance
University of Rhode Island - College of Business Administration
Bachelors, Finance
Quantitative Hedge Fund Manager January 2013 - Present
Morgan Stanley April 2010 - December 2012
Microsoft April 2010 - April 2010
GroupM June 2006 - April 2010
CompTIA November 2009 - November 2009
DTCC February 2003 - June 2006
Fixed Income Clearing Corporation February 2003 - June 2006
FICC/GSCC February 2003 - June 2006
Merrill Lynch November 2000 - February 2003
Internet Partnership Group February 2000 - November 2000
Skills
Windows Server, Shell Scripting, Powershell, Windows Network..., System Deployment, Software Installation, Device Drivers, Server Management, SharePoint, DNS, Security, Data Center, Hardware, Active Directory, Network Security, Disaster Recovery, XP, VMware ESX, Virtualization, Servers, Network Administration, Windows 7, Troubleshooting, Laptops, Technical Support, Firewalls, Windows XP
Education
Western Governors University 2009 — 2010
BS
New York Business Institute 1998 — 2010
Microsoft Certified Professional certifications
University of South Africa/Universiteit van Suid-Afrika 1997 — 2000
BS
University of Pretoria/Universiteit van Pretoria 1991 — 1992
B.Ing
Capital College 1989 — 1990
Matric (Grade 12)
Penn Systems Group, Inc. January 2009 - Present
Seccion Amarilla USA October 2008 - December 2008
National Real Estate Information Services August 2006 - July 2008
Smith Barney May 2005 - August 2005
NIA Group, LLC May 2003 - December 2003
Merrill Lynch May 2003 - August 2003
Skills
Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Social Media, Spanish-speaking, Sales Operations, Management, Data Analysis, Social Networking
Education
University of Pittsburgh 2002 — 2006
BSBA, Major in Marketing, Certificate in International Business, Concentration in Economics
Merrill Lynch Manager, Middleware SupportMerrill LynchOctober 1987 - 2008
Education
University of Pittsburgh
Highmark Health March 2014 - Present
Highmark August 2012 - March 2014
FedEx September 2011 - August 2012
Skyward, Inc. November 2010 - August 2011
BNY Mellon June 2009 - December 2009
Deloitte April 2007 - October 2008
Landau Building Company September 2001 - September 2002
Adelphia Business Solutions March 2000 - September 2001
Gatan Inc. June 1999 - March 2000
Merrill Lynch April 1996 - September 1998
Skills
Project Coordination, Contract Negotiation, Procurement, Process Improvement, Budgets, Project Management, Microsoft Excel, Microsoft Office, Business Analysis, Microsoft Word, Team Building, RFP, Customer Service, MS Project
Education
University of Pittsburgh 1989 — 1994
Bachelors, Economics
Butler Area High School
Fidelity Investments December 2011 - Present
UBS Wealth Management May 2010 - December 2011
Merrill Lynch December 2008 - May 2010
Goldleaf Financial Solutions April 2004 - September 2008
CitiCapital Commercial Corp January 2003 - March 2004
GE Commercial Finance September 1990 - January 2003
Education
University of Rhode Island 1986 — 1990
B.A., Economics, Sociology
MBT Polymers March 2013 - Present
Merrill Lynch November 2007 - October 2012
Bank of America Corporation October 2006 - November 2007
Skills
Sales, Analysis, New Business Development, Process Improvement, Investments, Project Planning, Securities, Team Building, Equities, Fixed Income, Series 7, Trading
Education
University of Rhode Island - College of Business Administration 2005 — 2006
MBA
Romanian-American University, Bucharest, Romania 1998 — 2002
Bachelor's degree, Economics
Mosaic (formally Escalate) January 2006 - Present
Escalate Marketing January 2011 - November 2013
Escalate Marketing February 2008 - January 2011
Escalate Marketing January 2006 - February 2008
DVC March 2003 - January 2006
US Concepts July 2000 - March 2003
Eisnor Interactive April 1999 - July 2000
Merrill Lynch May 1997 - April 1999
Skills
Relationship Marketing, Advertising, Integrated Marketing
Education
University of Pittsburgh 1993 — 1997
Bachelor's degree, Business and Communications Dual Major
Merrill Lynch -Bank of America October 2009 - Present
Merrill Lynch Global Wealth Management March 2009 - October 2009
Merrill Lynch December 2006 - October 2008
at&t Treasury and Finance November 2006 - December 2007
Skills
SDLC, Integration, Software Project..., SharePoint, Business Analysis, Enterprise Architecture, Testing, Requirements Analysis, Microsoft SQL Server, Project Portfolio..., Visio, Program Management, Agile Methodologies, Vendor Management, IT Strategy, PMO, Requirements Gathering, Project Management, Software Documentation, Solution Architecture, Analysis
Education
University of Pune
Merrill Lynch Head of Client AnalyticsMerrill LynchApril 2005 - Present
Skills
Equities, Hedge Funds, Derivatives, Series 7, Investment Banking, Investments, Securities, Trading Systems, Trading, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Financial Services, Series 63, Management
Education
University of Pittsburgh 1991 — 1995
Economics
Special Counsel March 2013 - Present
PC Law Associates February 2011 - June 2012
Eckert Seamans March 2009 - June 2011
Merrill Lynch April 2005 - March 2009
Skills
Litigation, Commercial Litigation, Real Estate Lending, Mortgage Servicing, Mortgage Compliance, FDCPA, Dodd-Frank, Contracts Administrators, Litigation Management, Land Records, Title Insurance, Collections, Bankruptcy, Civil Litigation, Legal Writing, Legal Research, Hearings, Litigation Support, Personal Injury, Medical Malpractice, Family Law, Creditors' Rights, Consumer Law, Real Estate, Legal Assistance, Legal Issues, Westlaw, Foreclosures, Property Law, Loan Modifications, Mortgage Lending, Document Review, Loss Mitigation, Legal Documents, Legal Compliance, Business Litigation, Real Estate Transactions, Loan Servicing
Education
University of Pittsburgh School of Law 2000 — 2003
Doctor of Law (JD)
The Pennsylvania State University 1995 — 2000
Media Studies/Business, Communications, 3.1
Merrill Edge August 2014 - Present
Merrill Lynch May 2010 - Present
Merrill Lynch September 2006 - May 2010
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies
Education
University of Pittsburgh 1999 — 2004
RF Lafferty & Co., Inc 2011 - Present
Seton Securities Group October 2006 - 2011
Merrill Lynch August 1976 - June 1993
Education
University of Rhode Island 1972 — 1976
BS, Business
University of Rhode Island
Merrill Lynch January 2011 - Present
Merrill Lynch January 2007 - December 2010
Merrill Lynch August 2003 - December 2006
Skills
Series 7, Series 66, Uniform Combined State...
Education
University of Rhode Island - College of Business Administration 1999 — 2003
BS, Marketing
Pagnato Karp, HighTower April 2015 - Present
Merrill Lynch January 2014 - April 2015
Merrill Lynch February 2009 - January 2014
Merrill Lynch July 2008 - February 2009
American General Finance September 2007 - July 2008
American General Finance May 2007 - September 2007
American General Finance May 2006 - May 2007
Skills
Series 7, Securities, Strategic Financial..., Financial Analysis, Asset Allocation, Sales, Relationship Management, Series 66, Wealth Management, Fluent in Polish, Equities, Portfolio Management, Retirement Planning, FINRA, Fixed Income, Bloomberg, Finance, Management, Investments
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Pittsburgh 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
KCG Holdings, Inc. February 2004 - Present
Merrill Lynch December 2000 - January 2004
Herzog, Heine, & Geduld January 1998 - October 2001
Skills
Series 63, Business Development, Equities, ETFs, Trading Systems, Securities, Series 7, Capital Markets, Equity Trading, Options, Electronic Trading, Trading, Asset Management, Fixed Income, Hedge Funds, Investments, Series 24, Microsoft Excel, Financial Markets, Alternative Investments, Derivatives, Bloomberg, FINRA
Education
University of Rhode Island 1994 — 1997
BS, Economics
Christian Brothers Academy 1990 — 1994
High School
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
Ally Financial Inc. March 2015 - Present
Merrill Lynch June 1999 - March 2015
Skills
Wealth Management
Education
University of Pune 1992 — 1996
Morgan Stanley July 2015 - Present
Merrill Edge December 2014 - July 2015
Merrill Lynch November 2013 - December 2014
Citizens Bank September 2009 - November 2013
Webster Bank May 2009 - September 2009
Banc of America Investments November 2006 - April 2009
Various Commercial Banks May 1993 - November 2006
TD Banknorth 2003 - 2006
Skills
Banking, Loans, Wealth Management, Investments, Commercial Banking, Financial Services, Commercial Lending, Credit, Portfolio Management, Retail Banking, Consumer Lending, Relationship Management, Series 7, Mortgage Lending
Education
University of Rhode Island 1990 — 1994
BA, Economics, HR Management
Major NJ Bank February 2015 - Present
Sun National Bank May 2011 - April 2015
HSBC September 2009 - May 2011
Bank of America December 2003 - August 2009
Merrill Lynch January 2002 - December 2004
Datek Online January 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Life Insurance, Health Insurance, Banking, Wealth Management, Financial Services, Private Banking, Loans, Credit, Mortgage Lending, Portfolio Management, Commercial Lending, Risk Management, Fixed Income, Loan Origination, Mortgage Banking, Investment Banking, Small Business Lending, Lines Of Credit, Asset Based Lending, Investments, Securities, Structured Products, Equities, Residential Mortgages, Finance, Branch Management
Education
University of Rhode Island 1994 — 1998
Finance, General
Hillstone Restaurant Group March 2014 - Present
Hillstone Restaurant Group October 2012 - March 2014
Hillstone Restaurant Group July 2012 - October 2012
JNK Securities November 2010 - August 2012
J.L Berkowitz & Co. January 2010 - November 2010
Cowen and Company July 2009 - January 2010
Merrill Lynch July 2009 - January 2010
Merrill Lynch May 2008 - May 2009
Smith Barney May 2007 - September 2007
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Yes, Finance
Merrill Lynch 2010 - Present
John L. Scott, Inc. July 2002 - 2010
Beverly Hills Real Etstate Company 2000 - 2002
Education
University of Washington 2008 — 2009
Certificate, Commercial Real Estate
University of Portland 1996 — 1998
Life Sciences, Biology and related sciences
Citizens Investment Services March 2009 - Present
Merrill Lynch August 2004 - March 2009
Graybar Electric December 1996 - August 2004
Education
University of Rhode Island 1995 — 1996
MBA
University of Rhode Island 1989 — 1993
Bachelor of Science
Natural Image Hair Group January 2013 - Present
Natural Image Hair Group December 2007 - Present
Merrill Lynch December 2004 - December 2007
Skills
Asset Management, Finance, Series 7, Investments, Mutual Funds, Securities, Wealth Management, Asset Allocation, Retirement, Series 63, Retirement Planning, Portfolio Management, Investment Advisory, Corporate Finance, New Business Development, Management, Marketing, Sales Management, Marketing Strategy
Education
University of Rhode Island - College of Business Administration 1993 — 1997
Marketing
Merrill Lynch August 2002 - Present
Morgan Stanley November 1999 - August 2002
MLK Housing Development November 1996 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Investments, Securities, Investment Management, Alternative Investments, Retirement, Investment Advisory
Education
University of Puget Sound 1994 — 1995
Masters, Education
Wellesley College 1976 — 1980
Precise Packaging LLC September 2013 - Present
Fulep Fire Protection Co LLC September 2010 - Present
Goldman Sachs August 2010 - October 2010
Merrill Lynch February 2008 - March 2010
AXA-Professional Planning Services June 2007 - November 2007
Skills
Analysis, Equities, Asset Management, Investments, Finance, Fixed Income, Settlement, Financial Accounting, Financial Analysis, Cash Flow, Microsoft Excel, Microsoft Office, Management, Derivatives, Credit Derivatives, ABS, CDS, Cost Accounting, Account Reconciliation, Cash Flow Forecasting, Fund Accounting, Microsoft Dynamics GP, Contract Manufacturing
Education
University of Rhode Island 2003 — 2007
Bachelor of Science, Finance
University of Rhode Island - College of Business Administration 2003 — 2007
Finance, Finance, General
De Rada Italian Institute 2006 — 2006
Chapdelaine Tullett Prebon September 2014 - Present
Bank of America Merill Lynch February 2011 - August 2014
BANK OF AMERICA / MERRILL LYNCH November 2008 - February 2011
Merrill Lynch May 2008 - November 2008
Merrill Lynch February 2007 - May 2008
Prudential Investment Management November 2004 - August 2006
Skills
Fixed Income, Bloomberg, Derivatives, Series 7, Credit, CDS, Credit Derivatives, Middle Office, Bonds, Settlement, Structured Products, Investments, Finance, Trading
Education
NEW YORK UNIVERSITY New 2004 — 2007
School, Certificate in Finance and International Business
Rutgers University 1999 — 2004
Bachelor of Science (B.S.), Finance
University of Reading 2003 — 2003
Study Abroad, Electives
Merrill Lynch July 2011 - Present
USAA January 2010 - July 2011
Banc of America Investments 2007 - 2009
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, Securities, Retirement, Investments, ETFs, Personal Financial..., 401k Rollovers, Relationship Management, Investment Management, Series 65, Strategic Financial..., Financial Advisory, FINRA, IRAs, Wealth Management..., Equities
Education
University of Rhode Island 2000 — 2005
B.A., Journalism
Coventry High School 1995 — 1999
LG Electronics May 2009 - Present
LG Electronics/Ryder Integrated Logistics May 2009 - Present
LG Electronics May 2009 - Present
Merrill Lynch December 2008 - April 2009
Chelo's Hometown Bar April 2005 - August 2008
A Place To Grow October 2005 - December 2005
Education
University of Rhode Island
Bachelor of Arts, 2006; Psychology
Barnes & Noble July 2006 - Present
Merrill Lynch May 2004 - July 2006
Avanade February 2003 - May 2004
Skills
SDLC, Business Analysis, Microsoft SQL Server, Visio, Requirements Gathering, Software Development, Integration, Solution Architecture, SQL, Databases, Troubleshooting, Visual Basic, Software Documentation, Active Directory, XML, Change Management, Business Process..., Process Improvement
Education
University of Pune 1999 — 2001
MCM, Computer/Information Technology Administration and Management
Deutsche Bank January 2015 - Present
Jefferies & Company March 2007 - December 2014
Wachovia, A Wells Fargo Company September 2003 - March 2007
Merrill Lynch 1997 - 2003
Bankers Trust October 1994 - September 1997
Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis
Education
Reading University 1989 — 1992
Bs, Math
Charles Schwab February 2013 - November 2014
Merrill Lynch 2011 - 2012
Merrill Lynch 2003 - 2005
Citigroup Smith Barney 2001 - 2003
Education
University of Pittsburgh School of Law
Juris Doctor (J.D.)
American University
MBA
Franklin & Marshall College
BA
Commonwealth of Massachusetts 2014 - Present
Harvard University 2013 - 2014
Commonwealth of Massachusetts 2011 - 2013
TJX 2010 - 2011
Merrill Lynch 2007 - 2010
Skills
Project Management, Business Process..., Agile Methodolgy, Change Management, Vendor Management, Strategic Planning, Budgets, Six Sigma, Risk Management, Business Analysis, Business Intelligence, Systems Analysis, Process Engineering, Financial Analysis, Key Performance..., CSM, PMP
Education
The University of Texas at Dallas 2005 — 2007
Master of Business Administration (MBA), Finance
University of Pune 1998 — 2000
Master's degree, Finance
Deutsche Asset Management June 2009 - Present
Morgan Stanley Wealth Management October 2005 - June 2009
Merrill Lynch May 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Investment Management, Investments, Derivatives, Asset Allocation, Bloomberg, Capital Markets, Investment Banking, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services