Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Andrea Kiely Andrea Kiely Charlotte, North Carolina Details
Andrea Kiely's Merrill Lynch Experience July 2011 - August 2011
Job Consultant at FTI Consulting
Industry Management Consulting
Experience
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

Kimberly Pietruszewski Kimberly Pietruszewski Pittsburgh, Pennsylvania Details
Kimberly Pietruszewski's Merrill Lynch Experience September 2012 - December 2012
Job Deployment Planner at The Kraft Heinz Company
Industry Logistics and Supply Chain
Experience
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

William Luttner, CRPC William Luttner, CRPC Sewickley, Pennsylvania Details
William Luttner, CRPC's Merrill Lynch Experience May 2009 - Present
Job Senior Vice President Wealth Management at The Luttner Wealth Management Group at Merrill Lynch
Industry Financial Services
Experience
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

Alison Melton Alison Melton Savannah, Georgia Area Details
Alison Melton's Merrill Lynch Experience November 2000 - November 2003
Job Licensed Realtor, Weichert Realtors Coastal Properties at Luxury Portfolio, Leading Real Estate Companies of the World
Industry Real Estate
Experience
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

Laurence (Larry) Goldberg Laurence (Larry) Goldberg Greater New York City Area Details
Laurence (Larry) Goldberg's Merrill Lynch Experience January 1992 - March 1995
Job Technical Sales Director, AT&T Unified Communications | Cloud Computing | Data Center | Contact Center|VOIP|
Industry Information Technology and Services
Experience
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

Marc Ivanfy Marc Ivanfy Greater New York City Area Details
Marc Ivanfy's Merrill Lynch Experience November 2003 - July 2008
Job Vice President Rates Product Control at Barclays Investment Bank
Industry Financial Services
Experience
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.

Elyse Landreville Elyse Landreville Portland, Oregon Area Details
Elyse Landreville's Merrill Lynch Experience August 2011 - January 2012
Job Digital Commerce at Nike
Industry Information Technology and Services
Experience
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

Ethan Willis Ethan Willis San Diego, California Details
Ethan Willis's Merrill Lynch Experience January 2006 - January 2008
Job Vice President | Financial Advisor at Citi
Industry Financial Services
Experience
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

Denise Kehler Denise Kehler Montreal, Canada Area Details
Denise Kehler's Merrill Lynch Experience September 1998 - September 2001
Job Pension and Investment Leader
Industry Investment Management
Experience
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)

Helen Sims Helen Sims Greater Pittsburgh Area Details
Helen Sims's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Dean Woolworth Dean Woolworth Lake Oswego, Oregon Details
Dean Woolworth's Merrill Lynch Experience 1998 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
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

Jordan Frank Jordan Frank Philadelphia, Pennsylvania Details
Jordan Frank's Merrill Lynch Experience February 2013 - May 2013
Job SEO Associate at Seer Interactive
Industry Marketing and Advertising
Experience
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

Raj Thevar Raj Thevar San Francisco Bay Area Details
Raj Thevar's Merrill Lynch Experience September 2005 - April 2007
Job Oracle DRM Architect
Industry Computer Software
Experience
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

Nathan Forman Nathan Forman Seattle, Washington Details
Nathan Forman's Merrill Lynch Experience June 2012 - August 2012
Job Inside Sales Account Manager at Softchoice
Industry Financial Services
Experience
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

Anna McDonald Anna McDonald Greater Seattle Area Details
Anna McDonald's Merrill Lynch Experience May 2008 - August 2008
Job Senior Legal & Compliance Associate at Freestone Capital Management
Industry Investment Management
Experience
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

Arthur Carr Arthur Carr Kingston, Rhode Island Details
Arthur Carr's Merrill Lynch Experience June 2013 - August 2013
Job Student at University of Rhode Island
Industry Financial Services
Experience
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

Tyler J. Kenny Tyler J. Kenny Greater Philadelphia Area Details
Tyler J. Kenny's Merrill Lynch Experience May 2012 - August 2012
Job Employee Benefits Consultant at Trion
Industry Insurance
Experience
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

Reznik Ted Reznik Ted Greater San Diego Area Details
Reznik Ted's Merrill Lynch Experience August 2002 - Present
Job
Industry Financial Services
Experience
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

Dipak Bhudia Dipak Bhudia Greater New York City Area Details
Dipak Bhudia's Merrill Lynch Experience August 2008 - February 2009
Job Founder Clear Analytics | Self Service Business Intelligence for your average Excel user
Industry Information Technology and Services
Experience
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)

Anil Shinde Anil Shinde New York, New York Details
Anil Shinde's Merrill Lynch Experience January 2006 - February 2008
Job IntelliMatch Solutions Architect at BMO Capital Markets
Industry Capital Markets
Experience
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)

Pamela B. Strug Pamela B. Strug Greater New York City Area Details
Pamela B. Strug's Merrill Lynch Experience January 1997 - September 2007
Job Senior Event Manager, Bank of America at First Protocol
Industry Financial Services
Experience
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

Nate Eicholtz Nate Eicholtz York, Pennsylvania Details
Nate Eicholtz's Merrill Lynch Experience June 2015 - Present
Job Proven StudentLeader Seeking a Finance Internship.
Industry Marketing and Advertising
Experience
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

Scott Hotham Scott Hotham Charlotte, North Carolina Details
Scott Hotham's Merrill Lynch Experience November 2011 - April 2013
Job Executive VicePresident and Head of US Private Wealth Management Sales at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Harry Heilman Harry Heilman Daytona Beach, Florida Area Details
Harry Heilman's Merrill Lynch Experience January 1975 - December 1999
Job President at Heilman Investments
Industry Financial Services
Experience
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

Steven Frankel Steven Frankel Greater Philadelphia Area Details
Steven Frankel's Merrill Lynch Experience May 1989 - December 1993
Job President at New Market Group LLC
Industry Consumer Services
Experience
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

Matt Michaels Matt Michaels Pittsburgh, Pennsylvania Details
Matt Michaels's Merrill Lynch Experience September 2012 - May 2013
Job Pitt Business Ambassador at University of Pittsburgh, CBA Office of Admissions
Industry Retail
Experience
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

Stacey Townsend, CIMA® Stacey Townsend, CIMA® Greater New York City Area Details
Stacey Townsend, CIMA®'s Merrill Lynch Experience November 2013 - June 2015
Job Senior Investment Analyst at Credit Suisse
Industry Financial Services
Experience
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

Matthew Timko Matthew Timko Greater New York City Area Details
Matthew Timko's Merrill Lynch Experience June 2013 - August 2013
Job Analyst, Finance Division at Goldman Sachs
Industry Financial Services
Experience
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

Allison Nave Allison Nave Greater New York City Area Details
Allison Nave's Merrill Lynch Experience May 2010 - July 2010
Job Assistant Vice President, Brokerage at Dealerweb
Industry Financial Services
Experience
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

Tom Herrin, CFP® ChFC® CLU® Tom Herrin, CFP® ChFC® CLU® Greater Seattle Area Details
Tom Herrin, CFP® ChFC® CLU®'s Merrill Lynch Experience March 2000 - February 2009
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James Financial Services  February 2009 - Present
Merrill Lynch   March 2000 - February 2009

Education
University of Puget Sound   1995 — 1999
BA, History

Chela Marshall Chela Marshall Greater Seattle Area Details
Chela Marshall's Merrill Lynch Experience 2000 - 2002
Job Payroll Manager at CC Filson Co
Industry Human Resources
Experience
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

Amy Thomas Amy Thomas Beaverton, Oregon Details
Amy Thomas's Merrill Lynch Experience May 2003 - August 2003
Job Sr. Finance Professional
Industry Semiconductors
Experience
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

Kelly Molina Kelly Molina Greater New York City Area Details
Kelly Molina's Merrill Lynch Experience June 2002 - March 2004
Job Team Administrator/Senior Recruiter @ DTCC
Industry Financial Services
Experience
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

Peter F. Sansevero Jr. Peter F. Sansevero Jr. Goodyear, Arizona Details
Peter F. Sansevero Jr.'s Merrill Lynch Experience December 1977 - November 2003
Job Accountable Transition Services
Industry Financial Services
Experience
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

Sara Gdowik Sara Gdowik Allentown, Pennsylvania Details
Sara Gdowik's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
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

Debra Roos Bednarski Debra Roos Bednarski Greater New York City Area Details
Debra Roos Bednarski's Merrill Lynch Experience 1993 - 1996
Job Sales Representative at Weichert Realtors
Industry Financial Services
Experience
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

Deborah Guydish Deborah Guydish Greater New York City Area Details
Deborah Guydish's Merrill Lynch Experience June 2007 - May 2008
Job Compliance Director, Training at AIG
Industry Insurance
Experience
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

Francisco Cardona Francisco Cardona Puerto Rico area Details
Francisco Cardona's Merrill Lynch Experience November 2013 - March 2014
Job Teacher Assistant at University of Puerto Rico, Río Piedras
Industry Law Practice
Experience
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

Christopher M Abbate Christopher M Abbate Providence, Rhode Island Area Details
Christopher M Abbate's Merrill Lynch Experience July 2013 - Present
Job Wealth Management/Financial Planning
Industry Financial Services
Experience
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

Paul Staples, CPA Paul Staples, CPA Richmond, Virginia Area Details
Paul Staples, CPA's Merrill Lynch Experience September 2011 - March 2012
Job Tax Associate at Keiter
Industry Accounting
Experience
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

Jason Tarantino Jason Tarantino Greater New York City Area Details
Jason Tarantino's Merrill Lynch Experience June 2003 - November 2004
Job Americas Head of Client Clearing Services and Derivatives Clearing Services Middle Office
Industry Financial Services
Experience
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

John Nevins John Nevins Orlando, Florida Area Details
John Nevins's Merrill Lynch Experience May 1993 - June 2000
Job Director of Sales at Gravitational Marketing
Industry Marketing and Advertising
Experience
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

Gary T Sanborn Gary T Sanborn Charlotte, North Carolina Area Details
Gary T Sanborn's Merrill Lynch Experience 1996 - 1997
Job Managing Director, Asset Management Client & Distribution Services at TIAACREF
Industry Investment Management
Experience
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

Dave Loewenthal Dave Loewenthal Greater New York City Area Details
Dave Loewenthal's Merrill Lynch Experience September 1999 - June 2004
Job Product Controller at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
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

Jim Dolstad Jim Dolstad San Francisco Bay Area Details
Jim Dolstad's Merrill Lynch Experience 1998 - 2001
Job Chief Actuary at EXL
Industry Health, Wellness and Fitness
Experience
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

Daniel Rosenshein Daniel Rosenshein Greater New York City Area Details
Daniel Rosenshein's Merrill Lynch Experience May 2006 - July 2009
Job at Goldman Sachs
Industry Financial Services
Experience
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

Hennah Iqbal Hennah Iqbal Greater Philadelphia Area Details
Hennah Iqbal's Merrill Lynch Experience June 2009 - August 2009
Job Financial Planning & Analysis at Comcast
Industry Financial Services
Experience
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

Edward Luecke Edward Luecke Sarasota, Florida Details
Edward Luecke's Merrill Lynch Experience April 2010 - Present
Job Market Executive Merrill Lynch Wealth Management, and Market President at Bank of America Sarasota Market
Industry Financial Services
Experience
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

Matthew Marangiello Matthew Marangiello Greater New York City Area Details
Matthew Marangiello's Merrill Lynch Experience December 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Will Pegram Will Pegram Greater Boston Area Details
Will Pegram's Merrill Lynch Experience June 2014 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
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

Darren Kwan Darren Kwan Greater Seattle Area Details
Darren Kwan's Merrill Lynch Experience June 2010 - December 2010
Job Implementation Analyst at Tamarac Inc., CFA level 2 Candidate
Industry Financial Services
Experience
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

张一驰Yichi Zhang 张一驰Yichi Zhang Los Angeles, California Details
张一驰Yichi Zhang's Merrill Lynch Experience March 2012 - May 2012
Job Co Founder | CEO at McGann + Zhang
Industry Marketing and Advertising
Experience
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

Randall Vollen Randall Vollen Greater Pittsburgh Area Details
Randall Vollen's Merrill Lynch Experience January 2007 - October 2007
Job Vice President at PNC Financial Services
Industry Computer Software
Experience
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

Jason Earl Jason Earl Greater Los Angeles Area Details
Jason Earl's Merrill Lynch Experience October 2008 - March 2012
Job Regional Vice President
Industry Financial Services
Experience
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

Jordan Crystal Jordan Crystal Greater New York City Area Details
Jordan Crystal's Merrill Lynch Experience June 2011 - August 2011
Job Showroom Manager
Industry Apparel & Fashion
Experience
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

Joe Hipsky Joe Hipsky Greater Pittsburgh Area Details
Joe Hipsky's Merrill Lynch Experience February 2006 - July 2008
Job
Industry Financial Services
Experience
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

Ilan Slasky Ilan Slasky Greater New York City Area Details
Ilan Slasky's Merrill Lynch Experience January 1991 - June 1995
Job CEO, FieldOne Systems LLC
Industry Computer Software
Experience
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

Lisa Cader Lisa Cader Portland, Oregon Area Details
Lisa Cader's Merrill Lynch Experience July 2002 - January 2006
Job Senior Manager at North Highland
Industry Computer Software
Experience
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

Rhea Ranavat Rhea Ranavat Greater New York City Area Details
Rhea Ranavat's Merrill Lynch Experience July 2011 - December 2011
Job Senior Analyst, BNY Mellon
Industry Banking
Experience
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

Scott Gevertz Scott Gevertz Greater Los Angeles Area Details
Scott Gevertz's Merrill Lynch Experience July 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Nicholas Zubach Nicholas Zubach Portland, Oregon Area Details
Nicholas Zubach's Merrill Lynch Experience June 2006 - August 2006
Job Primary Care Financial Consultant at Kaiser Permanente
Industry Financial Services
Experience
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

Michael Jilling, CFP® Michael Jilling, CFP® Providence, Rhode Island Area Details
Michael Jilling, CFP®'s Merrill Lynch Experience August 2005 - December 2009
Job CERTIFIED FINANCIAL PLANNER™ and President at Jilling Wealth Management
Industry Financial Services
Experience
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

Richard Congersky Richard Congersky Oak Park, California Details
Richard Congersky's Merrill Lynch Experience July 2006 - August 2009
Job Director, Business Process Redesign at Quest Diagnostics
Industry Hospital & Health Care
Experience
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

Ravi Chhatwani Ravi Chhatwani Pennington, New Jersey Details
Ravi Chhatwani's Merrill Lynch Experience March 2012 - Present
Job .Net Developer Consultant at Bank of America Merrill Lynch
Industry Computer Software
Experience
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

Piniel Berhane Piniel Berhane New York, New York Details
Piniel Berhane's Merrill Lynch Experience September 2011 - December 2011
Job Analyst, ISG Operations at Morgan Stanley
Industry Financial Services
Experience
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

Karen Eddy Karen Eddy Cleveland/Akron, Ohio Area Details
Karen Eddy's Merrill Lynch Experience November 2005 - November 2012
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
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

Damon Massey Damon Massey Fort Lauderdale, Florida Details
Damon Massey's Merrill Lynch Experience August 2011 - June 2013
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
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

Samridhi Laroia Samridhi Laroia New York, New York Details
Samridhi Laroia's Merrill Lynch Experience September 2011 - May 2012
Job Recently graduated and looking for fulltime employment
Industry Financial Services
Experience
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

Christian Piuma Christian Piuma San Francisco, California Details
Christian Piuma's Merrill Lynch Experience January 2004 - May 2005
Job Growth at Elation EMR
Industry Hospital & Health Care
Experience
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

Andrew Labant Andrew Labant United States Details
Andrew Labant's Merrill Lynch Experience April 1997 - March 1999
Job OTG Large Transactions Manager at Vanguard
Industry
Experience
Vanguard  March 1999 - Present
Merrill Lynch   April 1997 - March 1999

Education
University of Rhode Island - College of Business Administration   1987 — 1991
BS, Business Management

Tom Robinson, CFP® Tom Robinson, CFP® Providence, Rhode Island Area Details
Tom Robinson, CFP®'s Merrill Lynch Experience September 2003 - January 2008
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2009 - Present
Merrill Lynch   September 2003 - January 2008

Education
University of Rhode Island - College of Business Administration
Finance

Margaret Jeffries Margaret Jeffries Rochester, New York Area Details
Margaret Jeffries's Merrill Lynch Experience May 2011 - August 2011
Job Client Services Associate at Manning & Napier Advisors
Industry Financial Services
Experience
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

Dan Medak Dan Medak Greater Seattle Area Details
Dan Medak's Merrill Lynch Experience September 2010 - July 2011
Job Funding and Derivatives Portfolio Manager at Federal Home Loan Bank of Seattle
Industry Investment Management
Experience
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

Evan Rosenberg Evan Rosenberg Greater New York City Area Details
Evan Rosenberg's Merrill Lynch Experience May 2008 - August 2008
Job Private Banker, AVP at Morgan Stanley Private Bank, N.A
Industry Financial Services
Experience
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

Michele Amodei Michele Amodei Greater Philadelphia Area Details
Michele Amodei's Merrill Lynch Experience March 2000 - March 2002
Job Defined Contribution Plan Professional □ Relationship Manager □ Communication & Marketing Specialist
Industry Financial Services
Experience
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

Ryan Schack, CRPC® Ryan Schack, CRPC® Jupiter, Florida Details
Ryan Schack, CRPC®'s Merrill Lynch Experience July 1999 - Present
Job
Industry Financial Services
Experience
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

Richard Pascoe Richard Pascoe Greater New York City Area Details
Richard Pascoe's Merrill Lynch Experience May 2006 - Present
Job Director at Merrill Lynch
Industry Investment Banking
Experience
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

Ed Figarsky Ed Figarsky Little Rock, Arkansas Area Details
Ed Figarsky's Merrill Lynch Experience September 2006 - May 2007
Job Owner, Learning Express, Little Rock
Industry Retail
Experience
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

Davide Ivano di Gennaro Davide Ivano di Gennaro Greater New York City Area Details
Davide Ivano di Gennaro's Merrill Lynch Experience September 1999 - September 2001
Job
Industry Financial Services
Experience
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

Blake Holman Blake Holman Greater Seattle Area Details
Blake Holman's Merrill Lynch Experience August 2009 - February 2011
Job Associate at Blackrock
Industry Financial Services
Experience
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

Sanjay Singeetham Sanjay Singeetham Greater New York City Area Details
Sanjay Singeetham's Merrill Lynch Experience February 2008 - Present
Job Technical Manager
Industry Financial Services
Experience
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

Richard Bernstein Richard Bernstein Greater New York City Area Details
Richard Bernstein's Merrill Lynch Experience March 1989 - June 1999
Job Managing Director, Institutional and Platform Sales at MainStay Investments
Industry Investment Management
Experience
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

Rachel Jacobs Rachel Jacobs Greater New York City Area Details
Rachel Jacobs's Merrill Lynch Experience July 1999 - October 2001
Job Vice President, Head of Key Accounts Wirehouse Channel
Industry Financial Services
Experience
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

Steven Krieg Steven Krieg New York, New York Details
Steven Krieg's Merrill Lynch Experience February 1995 - December 2011
Job Director Broker Dealer Sales, Cantor Fitzgerald
Industry Capital Markets
Experience
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

Kevin Stanko Kevin Stanko Greater Nashville Area Details
Kevin Stanko's Merrill Lynch Experience October 2001 - March 2003
Job Owner, Stanko Agency, Inc
Industry Insurance
Experience
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

Rajesh Hathiramani Rajesh Hathiramani Greater New York City Area Details
Rajesh Hathiramani's Merrill Lynch Experience VP Sybase Db administrationMerill Lynch1999 - Present
Job VP GTI Sybase at Merrill Lynch
Industry Financial Services
Experience
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

Jodi Jumani Jodi Jumani United States Details
Jodi Jumani's Merrill Lynch Experience November 2007 - October 2008
Job QA Analyst at Bloomberg
Industry Information Technology and Services
Experience
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

Deborah Fair Deborah Fair Greater Boston Area Details
Deborah Fair's Merrill Lynch Experience February 2007 - April 2010
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
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

David Tai David Tai Greater New York City Area Details
David Tai's Merrill Lynch Experience July 1998 - August 2000
Job Asst Portofolio Mgr
Industry Investment Management
Experience
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

Asha Paramesh Asha Paramesh Greater New York City Area Details
Asha Paramesh's Merrill Lynch Experience 2005 - 2007
Job AVP Design Analyst at State Street Corporation
Industry Financial Services
Experience
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

James Cuoco James Cuoco Providence, Rhode Island Area Details
James Cuoco's Merrill Lynch Experience January 2007 - Present
Job Financial Advisor Merrill Lynch
Industry Investment Management
Experience
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

Michael Heiser Michael Heiser Greater New York City Area Details
Michael Heiser's Merrill Lynch Experience March 2011 - September 2012
Job Retirement Education Counselor at Empower Retirement
Industry Financial Services
Experience
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

Deepak Patwardhan Deepak Patwardhan Greater New York City Area Details
Deepak Patwardhan's Merrill Lynch Experience April 2001 - May 2008
Job Senior Software Developer at Thomson Reuters
Industry Computer Software
Experience
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

Julie Knauer Julie Knauer New York, New York Details
Julie Knauer's Merrill Lynch Experience January 1997 - March 1999
Job Senior Portfolio Specialist at Voya Investment Management
Industry Investment Management
Experience
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

Scott Millman, CFP® Scott Millman, CFP® Greater New York City Area Details
Scott Millman, CFP®'s Merrill Lynch Experience May 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Henko TerBlanche Henko TerBlanche Greater New York City Area Details
Henko TerBlanche's Merrill Lynch Experience November 2000 - February 2003
Job
Industry Financial Services
Experience
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)

Nicholas Benanti Nicholas Benanti Greater Philadelphia Area Details
Nicholas Benanti's Merrill Lynch Experience May 2003 - August 2003
Job Inside Sales & Marketing Representative at Penn Systems Group, Inc.
Industry Marketing and Advertising
Experience
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

Steve Hochman Steve Hochman United States Details
Steve Hochman's Merrill Lynch Experience Manager, Middleware SupportMerrill LynchOctober 1987 - 2008
Job Retired Manager, Middleware Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Manager, Middleware SupportMerrill LynchOctober 1987 - 2008

Education
University of Pittsburgh

Roberta L Balas Roberta L Balas Greater Pittsburgh Area Details
Roberta L Balas's Merrill Lynch Experience April 1996 - September 1998
Job Project Management Analyst at HM Health Solutions DBS PMO
Industry Insurance
Experience
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

Bob Kinnie Bob Kinnie Greater New York City Area Details
Bob Kinnie's Merrill Lynch Experience December 2008 - May 2010
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
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

Monica Zamfir, MBA Monica Zamfir, MBA Washington D.C. Metro Area Details
Monica Zamfir, MBA's Merrill Lynch Experience November 2007 - October 2012
Job Commercial Director at MBT Polymers
Industry Import and Export
Experience
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

Keily DiBugnara Keily DiBugnara Greater New York City Area Details
Keily DiBugnara's Merrill Lynch Experience May 1997 - April 1999
Job VP, Client Services Mosaic
Industry Marketing and Advertising
Experience
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

Archana Bhosale Archana Bhosale Greater New York City Area Details
Archana Bhosale's Merrill Lynch Experience December 2006 - October 2008
Job at
Industry Information Technology and Services
Experience
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

Scott Manziano Scott Manziano Greater New York City Area Details
Scott Manziano's Merrill Lynch Experience Head of Client AnalyticsMerrill LynchApril 2005 - Present
Job Head of Client Management and Analytics at
Industry Financial Services
Experience
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

Byron Blevins Byron Blevins Greater Pittsburgh Area Details
Byron Blevins's Merrill Lynch Experience April 2005 - March 2009
Job Residential Mortgage and Real Estate Attorney
Industry Legal Services
Experience
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

Justin Furstenburg Justin Furstenburg Greater New York City Area Details
Justin Furstenburg's Merrill Lynch Experience May 2010 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
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

Barry Pomp Barry Pomp Greater New York City Area Details
Barry Pomp's Merrill Lynch Experience August 1976 - June 1993
Job Fixed Income & Structured Products Sales and Trading
Industry Financial Services
Experience
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

Kyle Fenstermaker Kyle Fenstermaker Greater New York City Area Details
Kyle Fenstermaker's Merrill Lynch Experience January 2011 - Present
Job Vice President Platform Development at Merrill Lynch
Industry Financial Services
Experience
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

Kasia Chudzik Kasia Chudzik Washington, District Of Columbia Details
Kasia Chudzik's Merrill Lynch Experience January 2014 - April 2015
Job Director of Private Wealth Services, Pagnato Karp, High Tower
Industry Financial Services
Experience
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

Chris Giblin Chris Giblin Trenton, New Jersey Details
Chris Giblin's Merrill Lynch Experience December 2000 - January 2004
Job Managing Director at KCG
Industry Financial Services
Experience
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

Mary Daly Mary Daly Providence, Rhode Island Area Details
Mary Daly's Merrill Lynch Experience April 2010 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
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

Rashmi Umbrani Rashmi Umbrani Charlotte, North Carolina Area Details
Rashmi Umbrani's Merrill Lynch Experience June 1999 - March 2015
Job Sr. Data Analyst at Ally Financial
Industry Financial Services
Experience
Ally Financial Inc.  March 2015 - Present
Merrill Lynch   June 1999 - March 2015

Skills
Wealth Management

Education
University of Pune   1992 — 1996

Deborah Naylor Deborah Naylor Greater Boston Area Details
Deborah Naylor's Merrill Lynch Experience November 2013 - December 2014
Job AVP, Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
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

Bryan Siegel Bryan Siegel Greater New York City Area Details
Bryan Siegel's Merrill Lynch Experience January 2002 - December 2004
Job Sales Manager at Major NJ Bank
Industry Financial Services
Experience
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

Jaclyn Pascocello Jaclyn Pascocello Greater New York City Area Details
Jaclyn Pascocello's Merrill Lynch Experience July 2009 - January 2010
Job General Manager at Hillstone Restaurant Group
Industry Hospitality
Experience
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

Aron Hunter Aron Hunter Bellingham, Washington Area Details
Aron Hunter's Merrill Lynch Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Josh Giuliano Josh Giuliano Providence, Rhode Island Area Details
Josh Giuliano's Merrill Lynch Experience August 2004 - March 2009
Job Vice President at Citizens Investment Services
Industry Financial Services
Experience
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

Steven Dreyfuss Steven Dreyfuss Greater New York City Area Details
Steven Dreyfuss's Merrill Lynch Experience December 2004 - December 2007
Job President at Natural Image Hair Group
Industry Hospitality
Experience
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

Sylvia Parker Sylvia Parker Greater Seattle Area Details
Sylvia Parker's Merrill Lynch Experience August 2002 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Adam Fulep Adam Fulep Providence, Rhode Island Area Details
Adam Fulep's Merrill Lynch Experience February 2008 - March 2010
Job Operations Analyst at Precise Packaging, LLC
Industry Consumer Goods
Experience
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

Vick Sharma Vick Sharma New York, New York Details
Vick Sharma's Merrill Lynch Experience May 2008 - November 2008
Job Interdealer Broker at Chapdelaine Tullett Prebon
Industry Financial Services
Experience
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

Derek DiPetrillo Derek DiPetrillo Providence, Rhode Island Area Details
Derek DiPetrillo's Merrill Lynch Experience July 2011 - Present
Job Financial Solutions Advisor
Industry Investment Management
Experience
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

Lisa Suckerman Lisa Suckerman Greater New York City Area Details
Lisa Suckerman's Merrill Lynch Experience December 2008 - April 2009
Job Administrative at LG Electronics
Industry Consumer Electronics
Experience
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

Rekha Musale Rekha Musale Greater New York City Area Details
Rekha Musale's Merrill Lynch Experience May 2004 - July 2006
Job
Industry Retail
Experience
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

Jason Ford Jason Ford Greater New York City Area Details
Jason Ford's Merrill Lynch Experience 1997 - 2003
Job Director at Deutsche Bank
Industry Investment Banking
Experience
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

David Haddad, MBA David Haddad, MBA Washington D.C. Metro Area Details
David Haddad, MBA's Merrill Lynch Experience 2011 - 2012
Job
Industry Financial Services
Experience
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

Parul Vaid, PMP, CSM Parul Vaid, PMP, CSM Boston, Massachusetts Details
Parul Vaid, PMP, CSM's Merrill Lynch Experience 2007 - 2010
Job Sr. Project Manager Consultant
Industry Information Technology and Services
Experience
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

Alexander Christon Alexander Christon New York, New York Details
Alexander Christon's Merrill Lynch Experience May 2004 - October 2005
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
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

Stephen Lent Stephen Lent White Plains, New York Details
Stephen Lent's Merrill Lynch Experience 2000 - 2008
Job MD of Business Development
Industry Information Technology and Services
Experience
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

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