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
Henry (Hank) V.M. Multala Henry (Hank) V.M. Multala Greater Chicago Area Details
Henry (Hank) V.M. Multala's Merrill Lynch Experience May 1998 - December 2004
Job Vice President Strategic Growth at Cetera Financial Specialists and The Legend Group (Palm Beach Gardens, FL)
Industry Financial Services
Experience
Cetera Financial Specialists  January 2014 - Present
Lincoln Investment Planning  August 2011 - January 2014
Adviser First Consulting & Recruiting   January 2009 - January 2014
LPL  June 2006 - March 2009
Charles Schwab  August 2005 - April 2006
FSC  December 2004 - August 2005
Merrill Lynch   May 1998 - December 2004
Dean Witter Reynolds  January 1993 - May 1998
US Navy  February 1983 - December 1992

Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management

Education
University of Rochester   1987 — 1991
BS, Mechanical Engineering

Minkyu Michael Cho Minkyu Michael Cho New York, New York Details
Minkyu Michael Cho's Merrill Lynch Experience September 2005 - August 2006
Job Research Analyst
Industry Financial Services
Experience
eVestment Alliance  September 2011 - Present
Channel Capital Group  May 2010 - August 2011
Channel Capital Group  May 2009 - August 2009
Merrill Lynch   September 2005 - August 2006

Skills
Economics, Financial Analysis, Alternative Investments, Hedge Funds, Financial Modeling, Leadership, Data Analysis, Mutual Funds, Quantitative Analytics

Education
University of Rochester   2006 — 2010
BA, Economics & BS, Applied Mathematics

Francis Shih Francis Shih Greater Los Angeles Area Details
Francis Shih's Merrill Lynch Experience January 2010 - April 2013
Job
Industry Venture Capital & Private Equity
Experience
Arena Ventures   January 2015 - Present
Lo Enterprises LLC   August 2014 - Present
Julius Baer  April 2013 - July 2014
Merrill Lynch   January 2010 - April 2013
Axiom Investment Advisors LLC   April 2008 - April 2009
Bear Stearns  2007 - 2008
Morgens, Waterfall, Vintiadis   2006 - 2007

Skills
Venture Capital, Start-ups, Strategy, Entrepreneurship, Angel Investing, Competitive Analysis, Business Strategy, Investment Management, Social Media Marketing, Equity Valuation, Social Media, Analysis, Fixed Income, Investment Banking, Finance, Mutual Funds, Derivatives, Trading, Career Development..., Quantitative Research, Investments, Equities, Portfolio Management

Education
University of Rochester   2001 — 2005
Bachelor's degree, Economics and English

David Last David Last San Diego, California Details
David Last's Merrill Lynch Experience June 2014 - August 2014
Job Intern at First Investors | Finance Major at University of San Diego
Industry Financial Services
Experience
First Investors  January 2015 - Present
Merrill Lynch   June 2014 - August 2014
San Diego County Fair  May 2013 - June 2013

Skills
Enjoy Working with..., Microsoft Excel, Microsoft Word, Highly Dedicated, Competitive, Works well in a team, Determination, Social Media, Time Management, Social Networking

Education
University of San Diego   2011 — 2015
Finance, 3.52

Valley Center High School   2008 — 2011

Grant Vujovich Grant Vujovich San Francisco Bay Area Details
Grant Vujovich's Merrill Lynch Experience June 2012 - August 2012
Job Residential Staff Appraiser at RPM Appraisal Services Inc
Industry Financial Services
Experience
RPM Appraisal Services Inc   June 2013 - Present
Samuel Scott Financial Group  February 2011 - June 2013
Merrill Lynch   June 2012 - August 2012
RPM Mortgage Inc  June 2011 - August 2011

Skills
Valuation, Social Media, Mortgage Lending, Microsoft Excel, PowerPoint, Residential Homes, Property, Public Speaking, Microsoft Word, Financial Analysis, Loans, Real Estate, Microsoft Office

Education
University of San Diego   2009 — 2013

Monte Vista High School   2005 — 2009

Tana Richey Tana Richey Maple Heights, Ohio Details
Tana Richey's Merrill Lynch Experience May 2005 - August 2005
Job Claims Examiner for the Ohio Industrial Commission
Industry Hospital & Health Care
Experience
Ohio Industrial Commision  October 2013 - Present
The Cleveland Clinic  January 2008 - October 2013
Lockheed Martin  November 2006 - January 2008
Merrill Lynch   May 2005 - August 2005

Skills
Microsoft Office, Epic Systems, Rumba, 10 Key, Employee Engagement, Meeting Facilitation, Insurance, Microsoft Word, Outlook, Leadership, Microsoft Excel, Customer Service, Data Entry, PowerPoint, Telephone Skills, Healthcare, HIPAA, Access, Social Media, Medical Terminology, Marketing, Analysis

Education
University of Rio Grande and Rio Grande Community College   2004 — 2006
Associate of Arts (A.A.), Information Technology

University of Rio Grande and Rio Grande Community College   2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Kevin Hylinski Kevin Hylinski Greater Philadelphia Area Details
Kevin Hylinski's Merrill Lynch Experience May 2007 - August 2007
Job Acquisitions Associate at Exeter Property Group
Industry Real Estate
Experience
Exeter Property Group  May 2012 - Present
Urdang Capital Management  March 2010 - May 2012
Grosvenor  August 2009 - January 2010
Tungsten Partners  January 2008 - August 2008
Merrill Lynch   May 2007 - August 2007

Skills
Real Estate, Acquisitions, Financial Modeling, Real Estate Economics, Investments, Due Diligence, Financial Analysis, Portfolio Management, Real Estate Development, Real Estate Transactions, Investment Properties, Capital Markets, Real Estate Private..., Commercial Real Estate, Disposition, Private Equity, Argus Modeling, Real Estate Financing, Asset Managment

Education
Villanova University   2009 — 2010
Masters, Finance

University of Richmond - Robins School of Business   2005 — 2009
BS, Finance

David Abrams David Abrams Greater New York City Area Details
David Abrams's Merrill Lynch Experience July 1985 - March 1996
Job Managing Director at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC  April 2015 - Present
Gateway Partners   September 2014 - April 2015
CRT Capital Group  November 2010 - April 2014
Sandler O'Neill  March 2009 - November 2010
JPMorgan Chase  July 2003 - March 2009
JPMorgan Chase  April 2001 - June 2003
JPMorgan Chase  March 1999 - March 2001
Donaldson, Lufkin & Jenrette   March 1996 - March 1999
Merrill Lynch   July 1985 - March 1996
marine midland bank  June 1984 - July 1985

Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps

Education
University of Rochester   1980 — 1984
BA, Economics

Adam Kane Adam Kane New York, New York Details
Adam Kane's Merrill Lynch Experience January 2015 - April 2015
Job Associate at Prophet
Industry Management Consulting
Experience
University of Rochester  December 2014 - May 2015
Merrill Lynch   January 2015 - April 2015
Sigma Chi Fraternity, Gamma Pi Chapter   September 2014 - April 2015
New England Music Camp  June 2013 - August 2014
Apartment Barcelona  September 2013 - December 2013
Lexington Venue   July 2010 - January 2013
Artistry Boston   June 2011 - August 2012
Lexington Venue   October 2009 - July 2010

Skills
Social Media, PowerPoint, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Windows, Team Leadership, Volunteering, Writing, Research, Music, Microsoft Excel, Social Media Marketing, Facebook, Public Speaking, Leadership, Marketing, Management, Data Analysis

Education
University of Rochester   2011 — 2015
Bachelor's Degree, Economics and English

Universitat Autònoma de Barcelona   2013 — 2013
Economics

Lexington High School   2007 — 2011

Berklee College of Music   2010 — 2010
Jazz Drums

Josh Landau Josh Landau San Francisco, California Details
Josh Landau's Merrill Lynch Experience August 2009 - January 2010
Job Accounting Associate at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
University of San Diego  September 2010 - August 2014
Frank, Rimerman + Co. LLP   June 2013 - August 2013
TD Ameritrade  May 2012 - August 2012
Everyone Runs   January 2005 - April 2012
Nationwide Insurance-Tucson Branch   May 2010 - August 2010
Merrill Lynch   August 2009 - January 2010

Skills
Customer Service, Data Entry, PowerPoint, Event Planning, Financial Analysis, Financial Reporting, Strategy, Financial Accounting, Portfolio Management, Event Management, Accounting, Microsoft Word, Microsoft Excel, Start-ups, Microsoft Office, Finance, Project Management, Time Management, Entrepreneurship, Management Consulting, Project Planning, Leadership, Budgets

Education
University of San Diego   2010 — 2014
Bachelor of Accountancy, Accounting

Catalina Foothills High School   2006 — 2010

Kayla Whitemyer Kayla Whitemyer Greater San Diego Area Details
Kayla Whitemyer's Merrill Lynch Experience June 2011 - August 2011
Job Delivery Manager at The Select Group
Industry Marketing and Advertising
Experience
The Select Group  August 2015 - Present
The Select Group  July 2014 - Present
Southern Wine & Spirits  June 2012 - July 2014
Northwestern Mutual  November 2011 - May 2012
Merrill Lynch   June 2011 - August 2011
University of San Diego  January 2011 - May 2011
Gary Angelica   June 2008 - September 2010
Tamarisk Country Club  October 2006 - May 2008

Skills
District Trainer, Sales Management, Customer Service, Sales, Entrepreneurship, Social Networking, Marketing, Facebook, Spanish, SEO, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership

Education
University of San Diego   2008 — 2012
Bachelor of Business Administration, Business Administration

Kevin Boryk Kevin Boryk La Jolla, California Details
Kevin Boryk's Merrill Lynch Experience February 2007 - May 2010
Job Application Sales Manager @ Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle  May 2014 - Present
Responsys  January 2014 - May 2014
Responsys  July 2013 - December 2013
Responsys  May 2012 - July 2013
Responsys  November 2011 - May 2012
HighMark Capital Management  May 2011 - November 2011
HighMark Capital Management  May 2010 - April 2011
Merrill Lynch   February 2007 - May 2010
SurfAid International  June 2005 - December 2006
Merrill Lynch   June 2004 - August 2004

Skills
Analytics, Web Analytics, Business Development, Account Management, Online Advertising, Press Releases, Sales, Strategic Communications, Email Marketing, E-commerce, Salesforce.com, Marketing, Direct Marketing, Market Research, SaaS, Online Marketing, Strategic Partnerships, Digital Media, Digital Strategy

Education
University of San Diego
Bachelor of Arts (B.A.), International Relations

Crespi Carmelite HS

Farrah Parabia Farrah Parabia La Jolla, California Details
Farrah Parabia's Merrill Lynch Experience September 2009 - June 2010
Job Graduate from University of San Diego
Industry Financial Services
Experience
Nine Diamonds Management   July 2008 - August 2013
Merrill Lynch   September 2009 - June 2010
Chicago Growth Partners  January 2009 - August 2009

Skills
Data Analysis, Investment Strategies, Data Mining, Negotiation, Relationship Management, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Financial Modeling, Customer Service, Financial Analysis, Public Speaking, Social Networking, Corporate Finance, Valuation, Event Planning, Social Media

Education
University of San Diego   2011 — 2014
Bachelor of Business Administration (BBA), Finance

Chelsea Lawlor Chelsea Lawlor Washington D.C. Metro Area Details
Chelsea Lawlor's Merrill Lynch Experience May 2013 - August 2013
Job Federal Strategy & Operations Analyst at Deloitte
Industry Marketing and Advertising
Experience
Deloitte  July 2015 - Present
University of Richmond  August 2013 - April 2015
CEB  June 2014 - August 2014
Merrill Lynch   May 2013 - August 2013
Sax Macy Fromm & Co  May 2013 - August 2013
inLieu Giving   September 2012 - December 2012
TCKL Inc.   June 2011 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Event Planning, Event Management, Windows, Apple, Spanish, Public Speaking, Team Leadership, Conflict Resolution, OneNote, Outlook, Twitter, Facebook, Flickr, Pinterest, Instagram, Visual Arts, Creativity, Critical Thinking, Fundraising, iMovie, Blogging, Social Networking, Teamwork, Creative Writing, Art, Community Service, Marketing, Access, SPSS, Social Media Marketing, Research, Editing, Leadership

Education
University of Richmond - Robins School of Business   2011 — 2015
Bachelor of Science in Business Administration (BSBA), Double Major: Business Administration (Concentration in Marketing), Leadership Studies

Academy of the Holy Angels

David Simek David Simek New York, New York Details
David Simek's Merrill Lynch Experience 2002 - 2007
Job Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc.  December 2014 - Present
Stifel Financial Corp.  March 2013 - November 2014
Knight Capital Group  2012 - 2013
Cohen & Company  April 2009 - July 2012
Highland Capital Management, L.P.   August 2007 - March 2009
Merrill Lynch   2002 - 2007
UBS Investment Bank  2000 - 2002
Nomura Securities  1987 - 2000

Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance

Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General

Michael Domenico Michael Domenico Fort Wayne, Indiana Details
Michael Domenico's Merrill Lynch Experience January 2009 - May 2009
Job Staff Accountant at Heritage Food Service Equipment
Industry Food & Beverages
Experience
Heritage Food Service Equipment  March 2012 - Present
Heritage Food Service Equipment  October 2009 - March 2012
Merrill Lynch   January 2009 - May 2009

Skills
Small Business..., Project Management, Cash Flow Forecasting, Sales & Use Tax..., Tax Accounting, Bookkeeping, Property Tax, General Ledger, Accounting, Depreciation, Gaming Industry, Customer Service, Conflict Management

Education
University of Saint Francis   2005 — 2009
Bachelor of Science (BS), Accounting

Adil Hasan Adil Hasan New York, New York Details
Adil Hasan's Merrill Lynch Experience May 2012 - September 2012
Job CMBS at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
Townhouse Partners  November 2013 - Present
PaidPunch   August 2011 - April 2013
Merrill Lynch   May 2012 - September 2012
San Francisco Center for Economic Development  May 2010 - August 2010
Global Healing  June 2009 - August 2009

Skills
Hindi, Urdu, Spanish, Financial Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Public Speaking, Valuation, Microsoft Office, Analysis, Bloomberg Terminal, Capital Budgeting, Strategic Planning, Leadership, Entrepreneurship, Nonprofits, Start-ups, Program Management, Marketing, Research, Finance, Data Analysis, Market Research, Access, Economics

Education
University of San Diego   2009 — 2013
Finance, Supply Chain

Acalanes High School   2006 — 2009

Justin Vertongen Justin Vertongen San Francisco Bay Area Details
Justin Vertongen's Merrill Lynch Experience June 2009 - August 2009
Job EH&S Specialist I at Gilead Sciences
Industry Environmental Services
Experience
Gilead Sciences  December 2014 - Present
Gilead Sciences  June 2013 - December 2014
Malk Sustainability Partners, LLC  September 2012 - January 2013
Ember Arts   June 2011 - December 2011
Patagonia  May 2008 - January 2010
Merrill Lynch   June 2009 - August 2009

Skills
Sustainability, New Business Development, Sales, Public Speaking, Data Analysis, Research

Education
University of San Diego   2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Environmental Studies

The School for Field Studies   2010 — 2010
Environmental/Sustainability Studies

Tammy Catlin, QPA, QKA, TGPC Tammy Catlin, QPA, QKA, TGPC Lakeland, Florida Area Details
Tammy Catlin, QPA, QKA, TGPC's Merrill Lynch Experience September 1995 - February 1998
Job Sr. Compliance Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  January 2013 - Present
MidAmerica Administrative & Retirement Solutions, Inc.   August 2011 - January 2013
T. Rowe Price  August 2010 - August 2011
T Rowe Price  August 2003 - July 2010
Benefit Planning Services, inc.   February 1998 - April 2003
Merrill Lynch   September 1995 - February 1998
Janus Mutual Funds  October 1994 - September 1995

Skills
401k, Investments, Excel, QPA, QKA, TGPC

Education
University of Rochester   1989 — 1993
B.A., Economics

Jonathan Chassin Jonathan Chassin Greater New York City Area Details
Jonathan Chassin's Merrill Lynch Experience February 2000 - January 2001
Job Principal Transactions Group Large Loan Team at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley  September 2013 - Present
GreensLedge Capital Markets LLC   April 2012 - September 2013
Grove Street Investment LLC   September 2011 - April 2012
UBS Investment Bank  April 2007 - June 2011
Natixis  October 2004 - April 2007
Standard & Poor's   September 2001 - October 2004
Merrill Lynch   February 2000 - January 2001
M&T Bank  July 1999 - September 1999

Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics

Education
University of Rochester   1997 — 2001
Dual Bachelors, Economics and Political Science

City Honors School   1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program

Brian Emmons Brian Emmons San Francisco, California Details
Brian Emmons's Merrill Lynch Experience 2010 - January 2011
Job Account Manager @Twitter
Industry Marketing and Advertising
Experience
Twitter  May 2014 - Present
Warner Bros. Entertainment Group of Companies  September 2013 - May 2014
Warner Bros. Entertainment Group of Companies  June 2011 - September 2013
Lioness Media Arts Inc.   October 2012 - January 2013
Merrill Lynch   2010 - January 2011
Enterprise Rent-A-Car  June 2009 - August 2009
Lionsgate  August 2007 - May 2008

Skills
Entertainment, Film Production, Financial Modeling, Financial Analysis, Marketing, Video Production, Spanish, Microsoft Excel, Management, Strategy, Integration, Business Development, Enterprise Software, Leadership, Start-ups, Marketing Strategy, Finance, Project Management, Business Process..., Entrepreneurship, Budgets, Social Networking, Mergers & Acquisitions, Fundraising, Social Media Marketing, Forecasting, Accounting, Time Management, Analytics, Bing Maps, Yellow Pages, Yahoo Search

Education
University of San Diego   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Chaminade   2002 — 2006
HS Diploma

Mari Stefano Mari Stefano Greater Boston Area Details
Mari Stefano's Merrill Lynch Experience September 2007 - December 2007
Job Consultant at Pearl Meyer & Partners
Industry Management Consulting
Experience
Pearl Meyer & Partners  July 2010 - Present
IEC Electronics  June 2009 - June 2010
Merrill Lynch   September 2007 - December 2007
PricewaterhouseCoopers (PwC)   April 2007 - June 2007

Education
University of Rochester - Simon Business School   2008 — 2010
MBA

University of Rochester   2004 — 2008
BA

Tae Kim, CFA, FRM Tae Kim, CFA, FRM Greater New York City Area Details
Tae Kim, CFA, FRM's Merrill Lynch Experience September 2007 - June 2008
Job VP Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2011 - Present
Merrill Lynch   September 2007 - June 2008
Merrill Lynch   April 2005 - September 2007
JPMorgan Chase  May 2004 - March 2005
Capital Growth Financial  June 2003 - April 2004

Education
University of Rochester   1999 — 2003
BA, Economics, Philosophy

Dave Larkin, CFP® Dave Larkin, CFP® Greater New York City Area Details
Dave Larkin, CFP®'s Merrill Lynch Experience January 2010 - Present
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch   January 2010 - Present
Fidelity Investments  November 2006 - November 2009
Fidelity Investments  June 2005 - November 2006

Skills
Asset Management, Retirement, 401k, Mutual Funds, Investments, Estate Planning, Financial Advisory, Bonds, Portfolio Management, Retirement Planning, Asset Allocation, ETFs, Investment Strategies, Long-term Care, Pensions, 529 Plans, Personal Financial..., Securities, Wealth Management, Wealth

Education
University of Richmond   2001 — 2005
BA, Political Science, Economics

Jeffrey Ritch Jr. Jeffrey Ritch Jr. Saint Petersburg, Florida Details
Jeffrey Ritch Jr.'s Merrill Lynch Experience September 2011 - March 2012
Job Financial Advisor
Industry Financial Services
Experience
UBS  March 2012 - April 2015
Merrill Lynch   September 2011 - March 2012

Education
University of Richmond   2001 — 2005
BA, Psychology/Criminal Justice

Brooke Tuttle Brooke Tuttle Nashville, Tennessee Details
Brooke Tuttle's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate 2017
Industry Consumer Goods
Experience
Vanderbilt Owen Graduate School of Management  August 2015 - Present
Diamond Foods, Inc.   April 2014 - May 2015
Diamond Foods, Inc.   January 2013 - April 2014
Diamond Foods, Inc.   June 2011 - January 2013
HD Supply  June 2010 - August 2010
University of San Diego  October 2008 - August 2010
Merrill Lynch   June 2008 - August 2008

Education
University of San Diego   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Fundación José Ortega y Gasset   2009 — 2009
Business/Spanish

Kimberly Kircher James Kimberly Kircher James New York, New York Details
Kimberly Kircher James's Merrill Lynch Experience 2005 - 2008
Job Vice President, Reputation Risk at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
JPMorgan Chase  October 2012 - November 2013
JPMorgan Chase  September 2011 - September 2012
Bank of America Merrill Lynch  2008 - 2011
Merrill Lynch   2005 - 2008

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Finance and Strategy

University of Richmond   1998 — 2002
BA

The Hockaday School   1983 — 1998

Martin McElroy Jr. Martin McElroy Jr. Richmond, Virginia Details
Martin McElroy Jr.'s Merrill Lynch Experience May 2011 - July 2011
Job Associate Analyst at Stifel; Passed Level III Exam of the CFA Program
Industry Financial Services
Experience
Stifel Nicolaus  June 2013 - Present
Blue Heron Capital  February 2013 - May 2013
Monument Restaurants   May 2012 - May 2013
Marriott & Co., LLC   August 2012 - December 2012
The University of Richmond Men's Rugby Club   December 2011 - December 2012
Sonic Tools, LP   January 2012 - August 2012
Richmond School of Law   February 2012 - May 2012
Merrill Lynch   May 2011 - July 2011

Education
University of Richmond - Robins School of Business   2009 — 2013
Bachelors of Science

Blake McKelvy Blake McKelvy Greater San Diego Area Details
Blake McKelvy's Merrill Lynch Experience June 2011 - August 2011
Job Consultant at Capital Edge Consulting
Industry Management Consulting
Experience
Capital Edge Consulting  October 2013 - Present
Accountemps  February 2013 - October 2013
Thrivent Financial for Lutherans  September 2012 - February 2013
Merrill Lynch   June 2011 - August 2011
Camp Keystone  June 2009 - August 2010
Pacific Sunwear  June 2006 - August 2007

Skills
Training, SEO, Social Media, Sales Operations, Facebook, Customer Service, Finance, PowerPoint, Public Relations, Sales, Social Networking, Team Management, Accounting, Marketing, Microsoft Excel, Retail, Time Management, Recruiting, Social Media Marketing, Leadership, Event Planning, Management, Microsoft Word

Education
University of San Diego   2008 — 2012
Finance, International Business, Philosophy

Unversidad Pontificia de Comillas
Business, Spanish

Crespi Carmelite High School   2004 — 2008

Brett Hoppe Brett Hoppe San Francisco, California Details
Brett Hoppe's Merrill Lynch Experience April 2010 - August 2010
Job Underwriting Associate at BHHC
Industry Insurance
Experience
Berkshire Hathaway Homestate Companies  July 2013 - Present
LPL Financial  June 2012 - December 2012
Global Equity Finance  May 2011 - September 2011
Merrill Lynch   April 2010 - August 2010
SFO Forecast Inc & Portco Inc   May 2008 - July 2010

Education
University of San Diego   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance (Major) & Economics (Minor)

Semester at Sea, University of Virginia
International Finance and Study Abroad, Junior

Redwood High School

Esteban Hernandez Esteban Hernandez Richmond, Virginia Details
Esteban Hernandez's Merrill Lynch Experience May 2011 - July 2011
Job Head of Operations at Rivera Red
Industry Computer Hardware
Experience
Rivera Red   November 2013 - Present
Decogram Corporation   May 2013 - Present
I Fix It Fast   August 2012 - Present
Interbolsa   June 2012 - August 2012
Merrill Lynch   May 2011 - July 2011

Skills
Business Planning, Electronics Repair, Investments, Entrepreneurship, Start-ups, New Business Development, Business Strategy, Strategic Planning, Competitive Analysis, Marketing Strategy, Marketing, Social Media, Business Development, Public Speaking, Product Development, HTML, CSS

Education
University of Richmond   2009 — 2013
Bachelor's degree, Economics, 3.0

The American School In Switzerland   2008 — 2009
Economics

Jason Simmons Jason Simmons Washington D.C. Metro Area Details
Jason Simmons's Merrill Lynch Experience June 2002 - April 2009
Job Senior Financial Specialist at The World Bank
Industry Financial Services
Experience
The World Bank  April 2009 - Present
Merrill Lynch   June 2002 - April 2009
Arthur Andersen, LLP  September 1996 - July 2000

Skills
Derivatives, Structured Products, Accounting, Financial Services, Fixed Income, Valuation, Financial Structuring, Portfolio Management, Hedge Funds, Finance

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance

University of Richmond - Robins School of Business   1992 — 1996
B.S., Accounting

Jeff Davidson, CFP® Jeff Davidson, CFP® Greater New York City Area Details
Jeff Davidson, CFP®'s Merrill Lynch Experience May 2002 - April 2003
Job Financial Advisor and Partner at Princeton Wealth Management Group, LLC
Industry Financial Services
Experience
Princeton Wealth Management Group, LLC   June 2012 - Present
Buckley-Davidson Investment Group of Wells Fargo Advisors   May 2003 - June 2012
Merrill Lynch   May 2002 - April 2003
MyFamily.com, Inc.   2000 - 2001

Skills
Investments, Portfolio Management, Securities, Retirement Planning, Insurance, Wealth Management, Alternative Investments, Fixed Income, Strategy, Equities, Financial Advisory, Retirement, Finance, Strategic Financial..., Financial Services, Series 7, Small Business, Mutual Funds, Series 24, Asset Allocation, Investment Advisory

Education
University of Richmond - Robins School of Business   1995 — 1999
BS, Business Administration - Finance

Giovanni Tilotta Giovanni Tilotta San Diego, California Details
Giovanni Tilotta's Merrill Lynch Experience May 2010 - August 2010
Job Owner / Founder at Honey Badger Firearms www.hbfirearms.com
Industry Investment Banking
Experience
Honey Badger Firearms   September 2012 - Present
Bainbridge Capital  May 2012 - October 2012
Merrill Lynch   May 2010 - August 2010
United States Marine Corps  September 1999 - July 2005

Education
University of San Diego   2010 — 2013
BA, Finance, General

Christopher Repas Christopher Repas New York, New York Details
Christopher Repas's Merrill Lynch Experience May 2011 - December 2012
Job Corporate Banking at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  April 2015 - Present
FactSet  February 2014 - April 2015
Merrill Edge  January 2013 - November 2013
Merrill Lynch   May 2011 - December 2012
Merrill Lynch   June 2010 - August 2010

Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management

Education
University of Richmond   2007 — 2011

University of Richmond - Robins School of Business   2007 — 2011
BSBA, Finance and Accounting

shaker high school

Stephanie Mercer Stephanie Mercer Los Angeles, California Details
Stephanie Mercer's Merrill Lynch Experience January 2011 - August 2011
Job Assistant Vice President Commercial Banking
Industry Banking
Experience
HSBC  2015 - Present
HSBC  May 2013 - March 2015
HSBC  May 2013 - June 2013
HSBC  July 2012 - March 2013
Environmental Radio   May 2011 - September 2011
Merrill Lynch   January 2011 - August 2011
Common Good Finance   June 2009 - August 2009

Skills
Financial Analysis, Credit, Market Research, PowerPoint, Financial Modeling, Microsoft Excel, Social Networking, Microsoft Office, Sales, Customer Service, GIS software, Website Management, Team Leadership, Public Speaking, Microsoft Word, Research, Salesforce.com, Risk Management, Due Diligence, Outlook, Access, Microsoft Access

Education
University of San Diego   2007 — 2011
Bachelor of Business Administration, Finance, Environmental Studies

Semester At Sea, University of Virginia   2009 — 2009

Joe Forlenza Joe Forlenza Greater San Diego Area Details
Joe Forlenza's Merrill Lynch Experience November 2000 - March 2009
Job CFP Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present
Merrill Lynch   November 2000 - March 2009
Joseph Forlenza, CPA, PC   January 1990 - November 2000

Education
University of San Diego   1981 — 1985
BS, Accounting

Jordan Wise Jordan Wise Greater Chicago Area Details
Jordan Wise's Merrill Lynch Experience January 2011 - March 2011
Job Regional Consultant at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs  September 2013 - Present
Lincoln Financial Group  August 2011 - August 2013
Group Dekko  May 2011 - July 2011
Merrill Lynch   January 2011 - March 2011
CVC Communications  August 2010 - December 2010
YMCA of Greater Fort Wayne  January 2009 - December 2010

Skills
Series 6, Series 7, Series 63

Education
University of Saint Francis   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management

University of Saint Francis   2008 — 2011
Bachelor, Business Administration; Management and Marketing

Umar Ehtisham Umar Ehtisham Philadelphia, Pennsylvania Details
Umar Ehtisham's Merrill Lynch Experience December 2010 - October 2012
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC  September 2014 - Present
E*TRADE Financial  January 2013 - September 2014
Merrill Lynch   December 2010 - October 2012
Merrill Lynch   April 2007 - December 2010
Merrill Lynch   January 2004 - April 2007
Solution Capital LLC   June 2003 - January 2004

Skills
SEC Regulations, SEC Filings, Securities Regulation, Investment Company Act, Investment Advisers Act, Risk Management, Investment Advisor..., Compliance Testing, Risk Assessment, Private Equity, FINRA, Risk Based Testing, Financial Services, Auditing, Mutual Funds, Management, SharePoint, User Acceptance Testing, Cognos, Test Planning, Form ADV, Form PF, Due Diligence Review, Soft Dollars

Education
University of Rochester   1999 — 2003
BA, Economics

Chris Silvey Chris Silvey New York, New York Details
Chris Silvey's Merrill Lynch Experience June 2013 - August 2013
Job Fixed Income Sales and Trading Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC  July 2015 - Present
Jefferies  June 2014 - August 2014
Merrill Lynch   June 2013 - August 2013
Salisbury Suppliers   September 2009 - May 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Leadership

Education
University of Richmond   2011 — 2015
Bachelor of Science (B.S.), Finance

Marcus Sungho Hong Marcus Sungho Hong Toronto, Canada Area Details
Marcus Sungho Hong's Merrill Lynch Experience May 2008 - August 2008
Job Senior Financial Analyst at Canon Canada
Industry Consumer Electronics
Experience
Haeseung Judicial Corp.   May 2014 - Present
Canon Canada  May 2010 - April 2014
University of Rochester  September 2008 - December 2008
Merrill Lynch   May 2008 - August 2008

Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Cash Flow Forecasting, Financial Accounting, PowerPoint, Microsoft Excel, Inventory Analysis, Business Analysis, Account Reconciliation, Treasury Management, Hyperion Planning, Smartview, Oracle Applications, Competitive Analysis, Corporate Finance, Essbase, Financial Modeling, Finance, Management

Education
University of Rochester
B.A., Financial Economics

Erica Frantz Erica Frantz Minneapolis, Minnesota Details
Erica Frantz's Merrill Lynch Experience July 2011 - July 2013
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
Merrill Lynch   July 2011 - July 2013
Wells Fargo Advisors  April 2008 - August 2011
Wachovia Corporation  June 2007 - April 2008

Skills
Series 7, Investments, Financial Analysis

Education
University of Richmond   2003 — 2007
Bachelor of Science in Business Administration, Marketing

Daniel Lacugna Daniel Lacugna Greater New York City Area Details
Daniel Lacugna's Merrill Lynch Experience August 2000 - September 2001
Job Senior Leader in Product, Marketing and Operations Management
Industry Banking
Experience
Patriot National Bank  February 2015 - Present
RBS Citizens Financial Group  August 2012 - October 2014
RBS Citizens Financial Group  October 2008 - August 2012
RBS Citizens Financial Group  July 2005 - September 2008
RBS Citizens Financial Group  March 2002 - July 2005
Merrill Lynch   August 2000 - September 2001
Citicorp Investment Services  July 1996 - August 1998
Muriel Siebert & Co., Inc.   February 1993 - July 1996

Skills
Strategy, Marketing, Product Management, Banking, Credit Cards, Direct Marketing, CRM, Leadership, Management, Risk Management, Customer Acquisition, Business Analysis, Financial Services, Analysis, Credit Risk, Project Management, Product Development, Sales Operations, Vendor Management, Program Management, Marketing Strategy, Portfolio Management, Riak Management, Process Improvement, Customer Experience, Strategic Planning, Strategic Partnerships, Financial Analysis, Analytics, Market Analysis, Forecasting, Online Marketing, SDLC, Product Marketing, Product Launch, Market Research, Email Marketing

Education
Case Western Reserve University - Weatherhead School of Management   1998 — 2000
Master of Business Administration (MBA), Marketing, Finance and Banking

University of Rochester   1986 — 1991
BA, Political Science

Charles Rew Charles Rew Greater Philadelphia Area Details
Charles Rew's Merrill Lynch Experience May 2013 - August 2013
Job Intern at Summit Group Retirement Planners
Industry Financial Services
Experience
Summit Group Retirement Planners, Inc.   June 2014 - Present
Infinity Benefits Group   June 2014 - Present
Weinstein Center for Recreation and Wellness  May 2012 - May 2014
Merrill Lynch   May 2013 - August 2013
University of Richmond  April 2012 - February 2013

Skills
Finance, Financial Analysis, Microsoft Excel, Investment Strategies, Portfolio Management, Wealth Management, Teamwork, Customer Service, Research, Microsoft Office, Social Media, Public Speaking, Microsoft Word, PowerPoint, Leadership, 401k, Retirement Planning, Photoshop, HTML 5, Python, CSS, Event Planning, Data Analysis, Management, Analysis, Time Management, Access, Economics, Editing, Financial Services, Risk Management, Marketing, Social Networking, Investments, Financial Modeling, Community Outreach, Facebook, Sales, Fundraising, Social Media Marketing, Project Management, Valuation, Nonprofits, Communication, Event Management, Overall Wellness, Health & Wellness, Outdoor Recreation, Wellness Coaching, Employee Wellness...

Education
University of Richmond - Robins School of Business   2011 — 2015
Bachelor of Science (BS), Finance and Financial Management Services

Hopewell Valley Central High School   2007 — 2011

Abha Dhakal Bowers Abha Dhakal Bowers Rochester, New York Area Details
Abha Dhakal Bowers's Merrill Lynch Experience September 2005 - December 2005
Job Marketing Manager at Dixon Schwabl
Industry Marketing and Advertising
Experience
Dixon Schwabl Advertising  February 2014 - Present
The VIA Group  May 2013 - February 2014
Deep Focus  November 2012 - April 2013
Brand Networks  March 2012 - November 2012
Translation LLC  January 2011 - March 2012
Young & Rubicam  March 2010 - January 2011
Tiffany & Co.   October 2008 - March 2010
Partners + Napier  May 2007 - October 2008
Partners + Napier  May 2006 - August 2006
Merrill Lynch   September 2005 - December 2005

Skills
Advertising, Social Media Marketing, Digital Strategy, Integrated Marketing, Social Media, Digital Marketing, Media Planning

Education
New York University - SCPS   2012 — 2015
Digital Media Marketing Certificate

University of Rochester   2003 — 2007
BA, Political Science, Psychology

Pittsford Sutherland High School

Joseph Hake Joseph Hake Chicago, Illinois Details
Joseph Hake's Merrill Lynch Experience January 2008 - May 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
JPMorgan Chase  January 2012 - July 2015
JPMorgan Chase  June 2010 - December 2011
Morgan Stanley  August 2008 - June 2010
Merrill Lynch   January 2008 - May 2008
Morgan Stanley  June 2007 - August 2007

Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management

Education
University of San Diego   2004 — 2008
Business Finance, Finance/Accounting

University of Virgina   2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006

Kenny Blunt Kenny Blunt Greater San Diego Area Details
Kenny Blunt's Merrill Lynch Experience January 1994 - May 1997
Job Medical Device, Breast Aesthetics and Breast Reconstruction Division Manager at Mentor WWLC
Industry Medical Devices
Experience
Mentor Worldwide, LLC, a Johnson & Johnson Company   May 2010 - Present
Johnson & Johnson  January 2006 - May 2010
Johnson & Johnson  January 2003 - December 2005
Johnson & Johnson  February 1998 - December 2002
Apple Medical  May 1997 - February 1998
Merrill Lynch   January 1994 - May 1997

Skills
Surgeons, Surgery, Operating Room, Medical Devices, Plastic Surgery, Professional Education, Sales Management

Education
University of San Diego   2000 — 2002
Masters, Business Administration; Finance

University of Southern California
B.S, Business Administration; Entrepreneurship

Carl Weber Carl Weber Greater Chicago Area Details
Carl Weber's Merrill Lynch Experience May 2012 - August 2012
Job Consulting Analyst at Mercer
Industry Banking
Experience
Mercer  July 2014 - Present
Lincoln International  May 2013 - July 2013
Merrill Lynch   May 2012 - August 2012
PartnerMD  May 2011 - August 2012
Sports Center of Richmond   2008 - 2010

Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Access, Public Speaking, Leadership, Data Analysis, Marketing, Microsoft Excel, Financial Modeling

Education
University of Richmond   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

University of Richmond - Robins School of Business   2010 — 2014

Thomas Wright, CIMA® CRPC® Thomas Wright, CIMA® CRPC® Clearwater, Florida Details
Thomas Wright, CIMA® CRPC®'s Merrill Lynch Experience July 2008 - Present
Job Senior Resident Director Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2008 - Present
UBS Wealth Management  June 1994 - July 2008

Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 65, Investment Advisory, Alternative Investments, Uniform Combined State..., Wealth Management..., Retirement, Investment Strategies, 401k, FINRA, ETFs, Foreign Currency..., Securities, Investment Management, 401k Rollovers, Fixed Annuities, IRAs, Financial Advisory, Separately Managed..., Series 6, Investments, Asset Allocation, Portfolio Management

Education
University of Richmond   1970 — 1972
Bachelor of Science (B.S.), Business Administration, Finance and Marketing

Leadership Pinellas 2010

Theo Souliopoulos Theo Souliopoulos New York, New York Details
Theo Souliopoulos's Merrill Lynch Experience September 2004 - May 2005
Job Account Executive at Google
Industry Internet
Experience
Google  March 2014 - Present
ShareThis  September 2010 - March 2014
Tumri  September 2009 - September 2010
QuinStreet  December 2007 - September 2009
Merrill Lynch   September 2004 - May 2005

Skills
Online Advertising, Strategy, Ad Networks, Analytics, Digital Marketing, Mobile Advertising, Digital Video, Sales Process, Digital Strategy, Mobile Marketing, Social Media Marketing, Online Marketing, Digital Media, Strategic Partnerships, Media Planning, Advertising, Media Strategy, Advertising Sales, Management, Marketing Strategy, New Media, Interactive Advertising, Display Advertising, Marketing

Education
University of Rochester   2003 — 2007
BA, Economics

Karen Guthrie Karen Guthrie Madison, Wisconsin Details
Karen Guthrie's Merrill Lynch Experience May 2007 - August 2007
Job MBA Candidate at the University of Wisconsin Madison
Industry Real Estate
Experience
University of Wisconsin-Madison  August 2013 - Present
Bentall Kennedy  June 2014 - August 2014
GSA  July 2012 - July 2013
GSA  July 2011 - July 2012
GSA  July 2009 - July 2011
Merrill Lynch   May 2007 - August 2007

Skills
Undewriting, Real Estate Transactions, Argus Modeling, Due Diligence, Contract Negotiation, Proposal Writing, Budgets, Social Media, Customer Service, Government, Policy, Procurement, Federal Government, Marketing

Education
University of Wisconsin - Madison   2013 — 2015
Master of Business Administration (MBA), Real Estate

University of Richmond - Robins School of Business   2005 — 2009
Bachelor of Science in Business Administration, Economics

Stephanie J. Hass Stephanie J. Hass Greater Boston Area Details
Stephanie J. Hass's Merrill Lynch Experience January 2010 - April 2010
Job Brand Marketing Specialist at TripAdvisor
Industry Marketing and Advertising
Experience
TripAdvisor  March 2015 - Present
TripAdvisor  November 2013 - March 2015
TripAdvisor  September 2012 - November 2013
Washington Life magazine  June 2012 - September 2012
The Harbour Group  June 2010 - May 2012
Merrill Lynch   January 2010 - April 2010
Office of Senator Ted Kennedy   June 2009 - August 2009
JMY Branding and International Consulting   January 2009 - May 2009

Skills
Social Media, Press Releases, Blogging, Public Relations, Crisis Communications, Brand Management, Marketing Communications, Corporate Branding, Strategic Communications, Editing, Microsoft Office, New Media, Social Networking, Media Relations, Writing, Microsoft Excel, Branding & Identity, Journalism, HTML, Word, Digital Media, Writing Skills, PowerPoint, New Media Strategy, Managing Database

Education
University of Rochester   2006 — 2010
BA, Political Science, Business

Nisha Patel, CIMA® Nisha Patel, CIMA® Roanoke, Virginia Details
Nisha Patel, CIMA®'s Merrill Lynch Experience August 2000 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2000 - Present

Skills
Wealth Management, Investments, Financial Analysis, Investment Management, Valuation, Trading, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Portfolio Management, Options

Education
Virginia Commonwealth University - School of Business   1997 — 1998
Master of Business Administration (MBA), Marketing

University of Richmond   1993 — 1997
Bachelor of Science (BS), Finance and Management

Kristen Davison Kristen Davison Salt Lake City, Utah Details
Kristen Davison's Merrill Lynch Experience January 2008 - May 2008
Job Senior Associate at Pricewaterhouse Coopers
Industry Marketing and Advertising
Experience
PwC  September 2012 - Present
Ant's Eye View  May 2011 - September 2012
Professional's Choice   March 2009 - February 2011
Bonita Equestrian Therapy   October 2009 - December 2010
Concepts Worldwide, Inc   September 2008 - February 2009
Merrill Lynch   January 2008 - May 2008
HelpRick.com   June 2007 - May 2008
Equestrian Team   September 2005 - May 2008

Skills
Social Media Marketing, Advertising, Product Development, Organization, Social Media, Email Marketing, Marketing Communications, Event Management, Marketing, Public Relations, Marketing Strategy, Start-ups, Strategy, Program Management, Fundraising, Management, Digital Strategy, Social Marketing, Press Releases, Public Speaking, Budgets, Customer Experience, User Experience, Social Listening, Online Advocacy, Editing

Education
University of San Diego   2004 — 2008
B.A., English, Spanish

Sacred Heart Preparatory   2000 — 2004

Madeleine Walsh Madeleine Walsh New York, New York Details
Madeleine Walsh's Merrill Lynch Experience May 2013 - August 2013
Job Intern Business Advisory Program at EY
Industry Financial Services
Experience
EY  June 2015 - Present
University of Rochester  February 2014 - Present
University of Rochester  October 2014 - March 2015
BDO in Australia  June 2014 - August 2014
Human Motivation Lab at University of Rochester   January 2013 - May 2014
Susan B Anthony Area Office   May 2013 - April 2014
Merrill Lynch   May 2013 - August 2013
Relay for Life- American Cancer Society  May 2010 - March 2012

Skills
Salesforce, Microsoft Excel, Outlook, Social Media, Teamwork, Research, PowerPoint, Microsoft Word, Public Speaking, Copy Editing

Education
University of Rochester   2012 — 2016
Bachelor of Arts (B.A.), Financial Economics and Psychology, Junior

The Meadows School, Las Vegas   2009 — 2012
High School Dipolma with High Honors

Sean Dillon, CMT Sean Dillon, CMT Washington D.C. Metro Area Details
Sean Dillon, CMT's Merrill Lynch Experience May 2003 - October 2005
Job Technical Analyst
Industry Financial Services
Experience
Pinnacle Advisor Solutions  March 2011 - Present
Pinnacle Advisory Group  October 2005 - Present
Pinnacle Advisory Group  October 2005 - January 2014
Merrill Lynch   May 2003 - October 2005

Skills
Wealth Management, Portfolio Management, Asset Management, Strategy, Analysis, Entrepreneurship, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Executive Management, Venture Capital, Start-ups, Economics, Private Equity, Emerging Markets, Financial Markets, Finance, Investment Advisory, Derivatives, Trading, Equities

Education
Neumann University   2002 — 2003
B.S., Marketing

University of Richmond - Robins School of Business   1999 — 2002
Economics

The Hill School   1995 — 1999

Jeff Bjurstrom Jeff Bjurstrom Greater San Diego Area Details
Jeff Bjurstrom's Merrill Lynch Experience 1997 - 1999
Job
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   October 2006 - Present
Morgan Stanley Dean Witter  1999 - 2001
Merrill Lynch   1997 - 1999
Voices for Children, Inc.   1995 - 1998
USE Credit Union  1994 - 1996
San Diego Trust & Savings   1992 - 1994
Great American Bank  1985 - 1992

Education
University of San Diego   1991 — 1994
MBA, Business

University of Wisconsin-Madison   1979 — 1984
BS, Economics

Kettle Moraine High   1976 — 1979

Matthew W. Moore Matthew W. Moore Greater San Diego Area Details
Matthew W. Moore's Merrill Lynch Experience November 2009 - May 2010
Job Associate Analyst, Overlay Portfolio Management Group at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2014 - Present
LPL Financial  October 2012 - May 2014
LPL Financial  December 2010 - May 2011
Merrill Lynch   November 2009 - May 2010
GEICO  April 2006 - December 2007
Sea World  May 1999 - April 2006

Skills
Portfolio Management, Quantitative, Organization, Analytical Skills, Communication, Highly detail oriented, Microsoft Excel, Project Management, Multi Tasking, Collaboration, Works well in a team, Customer Service, Leadership, Research, Investments, Monte Carlo Simulation

Education
San Diego State University   2008 — 2010
Master, Business Administration; Finance

University of San Diego   2002 — 2005
Bachelor of Business Administration

Stevie Goldstein Stevie Goldstein Washington D.C. Metro Area Details
Stevie Goldstein's Merrill Lynch Experience June 2009 - August 2009
Job Associate Program Planner at U.S. Green Building Council
Industry Events Services
Experience
U.S. Green Building Council   March 2014 - Present
American Society of Clinical Oncology  November 2011 - March 2014
Corporate Executive Board  September 2010 - October 2011
University of Richmond  January 2007 - January 2011
Merrill Lynch   June 2009 - August 2009
United Van Lines  June 2008 - August 2008

Skills
Nonprofits, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Event Planning, Research, Data Analysis, Market Research, PowerPoint, Fundraising, Community Outreach, Analysis, Investments, Program Management, Editing, Leadership

Education
University of Richmond - Robins School of Business   2006 — 2010

Ellen Del Mar Ellen Del Mar Greater Omaha Area Details
Ellen Del Mar's Merrill Lynch Experience 2007 - 2009
Job Operations professional with over 10 years of leadership experience
Industry Financial Services
Experience
PayPal, an eBay Company  2009 - 2011
Merrill Lynch   2007 - 2009
Citi  2004 - 2007
Sears Credit Services   1996 - 2004
Imperial Bank  1994 - 1996

Skills
Process Improvement, Leadership, Human Resources, Call Centers, Operations Management, Change Management, Strategic Planning, Management, Project Management, Customer Service, Program Management, Performance Management, Coaching

Education
University of San Carlos
Psychology

Kyle Cardinal Kyle Cardinal Newport Beach, California Details
Kyle Cardinal's Merrill Lynch Experience June 2007 - August 2007
Job Account Executive at Sharp Business Systems
Industry Information Technology and Services
Experience
Sharp Business Systems  September 2014 - Present
ID Analytics  August 2013 - September 2014
Quidel  January 2011 - August 2013
Interwest Exploration Inc   May 2004 - March 2011
NASA Ames Research Center  September 2010 - February 2011
Life Technologies  May 2009 - November 2009
Merrill Lynch   June 2007 - August 2007

Skills
Forecasting, Program Management, Marketing, Access, Finance, PowerPoint, Microsoft Excel, Outlook, Strategic Financial..., Microsoft Word, Medical Devices, Financial Analysis, Biotechnology, Data Analysis, Salesforce.com, Microsoft Office, CRM, Analysis, Sales Operations, Budgets, Process Improvement, Accounting, Financial Reporting, Lifesciences, Financial Modeling, Project Management, Business Development, Lead Generation, Direct Sales, Sales

Education
University of San Diego   2006 — 2009
BBA, Business-Economics

Bryan Sweeney Bryan Sweeney Greater Boston Area Details
Bryan Sweeney's Merrill Lynch Experience May 2007 - August 2007
Job Principal at Altius Associates
Industry Venture Capital & Private Equity
Experience
Altius Associates  January 2014 - Present
Altius Associates  January 2011 - December 2013
Altius Associates  2008 - December 2010
Merrill Lynch   May 2007 - August 2007

Skills
Private Equity, Alternative Investments, Financial Modeling, Energy, Infrastructure, Valuation, Fundraising, Asset Management, Financial Analysis, Investments, Business Development

Education
University of Richmond   2004 — 2008
Business Administration

University of Richmond - Robins School of Business   2004 — 2008
Finance

Edward Riley Edward Riley Richmond, Virginia Details
Edward Riley's Merrill Lynch Experience June 2012 - August 2012
Job Equity Research Associate
Industry Financial Services
Experience
CRT Capital Group  April 2015 - Present
Sterne Agee  July 2014 - April 2015
University of Richmond  August 2012 - January 2014
Bloomberg LP  May 2013 - August 2013
Merrill Lynch   June 2012 - August 2012
Marks, O'Neill, O'Brien and Courtney   June 2012 - August 2012

Education
University of Richmond   2011 — 2014
Bachelor of Science, Honors in Economics, Senior

Princeton Day School   2007 — 2010

Joon Woo Kim Joon Woo Kim Austria area Details
Joon Woo Kim's Merrill Lynch Experience January 2012 - May 2012
Job Junior SCM Specialist at Samsung Electronics Austria GmbH
Industry Logistics and Supply Chain
Experience
Samsung Electronics Austria GmbH  September 2014 - Present
Merrill Lynch   January 2012 - May 2012

Skills
Program Management, Analysis, Research, Teamwork, Data Analysis

Education
University of Richmond - Robins School of Business   2009 — 2012
Bachelor of Science in Business Administration, Economics and Finance

Joseph M. McColgan Joseph M. McColgan Greater Philadelphia Area Details
Joseph M. McColgan's Merrill Lynch Experience June 2004 - April 2007
Job Regional Vice President at Fisher Investments
Industry Consumer Services
Experience
Fisher Investments  May 2013 - August 2015
Philadelphia City Council at Large   January 2011 - December 2011
WELLS FARGO PRIVATE BANK  May 2009 - December 2010
SEI INVESTMENT CO   August 2008 - May 2009
Merrill Lynch   June 2004 - April 2007
Merrill Lynch   January 1997 - January 2004
U.S. House of Representatives   January 1996 - November 1996
U.S. House of Representatives   January 1990 - November 1990
United States Navy  May 1984 - August 1988

Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management

Education
Villanova University
Masters, Business Administration

Villanova University
Bachelor of Arts, Political Science

University of San Diego
Masters Program International Relations

Archbishop Ryan HS

Kelsey Guttormsen Kelsey Guttormsen Middletown, New Jersey Details
Kelsey Guttormsen's Merrill Lynch Experience December 2011 - January 2012
Job Associate Account Manager and Research Analyst at Fallon Medica, LLC
Industry Financial Services
Experience
Fallon Medica, LLC  September 2013 - Present
Niche Media  May 2012 - August 2012
Merrill Lynch   December 2011 - January 2012

Skills
Pharmaceutical Industry, Medical Communications, Market Research, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Corporate Finance, Financial Modeling, Data Analysis, Event Planning, Social Media, Financial Analysis, Public Speaking

Education
University of Richmond   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Tejal Shah Tejal Shah San Francisco, California Details
Tejal Shah's Merrill Lynch Experience April 2006 - February 2010
Job Founder/CEO at KidAdmit, Inc.
Industry Internet
Experience
KidAdmit, Inc.   June 2012 - Present
Peninsula Wealth LLC   February 2010 - June 2012
Merrill Lynch   April 2006 - February 2010
American Heart Association  September 2004 - April 2006
JT Systems, Inc.   September 2000 - September 2004

Skills
Entrepreneurship, Leadership, Growth Strategies, User Research, Strategic Partnerships, New Business Development, Strategy, Strategic Planning, Customer Service, Marketing Strategy, Budgets, Cold Calling, Problem Solving, Customer Relations, Hustle, Cold Calling Experience, Salesforce.com, Sales Process..., Business Operations, Lean Startup

Education
University of Rochester
Bachelor of Science (B.S.), Mechanical Engineering

Daniel Poole Daniel Poole Charlotte, North Carolina Area Details
Daniel Poole's Merrill Lynch Experience July 2007 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities  May 2014 - May 2015
Vining Sparks, IBG  January 2011 - May 2014
Howe Barnes Hoefer & Arnett  October 2008 - January 2011
Merrill Lynch   July 2007 - October 2008
McCauley Securities LTD.   March 2004 - July 2007
Deutsche Bank Securities  April 2000 - March 2004

Skills
Investment Banking, Account Management, Trading, CRM

Education
University of San Diego   1991 — 1995
Bachelor of Arts (B.A.), Political Science

Chaminade High School. Mineola, NY   1987 — 1991

Chris Stavlas Chris Stavlas San Francisco, California Details
Chris Stavlas's Merrill Lynch Experience May 2008 - September 2008
Job CEO @ Stealth Startup
Industry Internet
Experience
Start-up (stealth mode)   November 2014 - Present
Lyft  May 2014 - November 2014
Lyft  November 2013 - April 2014
Groupon  June 2012 - October 2013
Groupon  February 2012 - June 2012
Epic  July 2010 - January 2012
Merrill Lynch   May 2008 - September 2008

Education
University of Rochester   2006 — 2010
B.A.

Dan Ogden Dan Ogden Greater New York City Area Details
Dan Ogden's Merrill Lynch Experience February 2005 - July 2005
Job Principal, Knowledge Economy Executive Search™
Industry Staffing and Recruiting
Experience
Omnibus Consulting   July 2014 - Present
Rockwood Search   December 2010 - July 2014
OSB Co.  May 2010 - September 2010
Guitar Center  May 2009 - May 2010
Bond Street Group  October 2007 - January 2009
Ogden Search Initiatives, L.P.   June 2007 - September 2007
Deutsche Bank  January 2007 - May 2007
RCRS - Response Compliance & Regulatory Services   February 2006 - November 2006
OSI  January 2006 - January 2006
Merrill Lynch   February 2005 - July 2005

Skills
Executive Search, Recruiting, Interviews, Talent Management, Human Resources, Resume Writing, Financial Services, Temporary Placement, Strategy, Management, Leadership, Talent Acquisition, Career Counseling, Hedge Funds, Competency Based..., Capital Markets, Technical Recruiting, Recruitment Advertising, Social Networking, Permanent Placement, Internet Recruiting, Temporary Staffing, Asset Management, Applicant Tracking..., Interview Preparation, Sales, Financial Recruiting, New Business Development, Staffing Services, Search, Job Search Strategies, Sourcing, Screening Resumes, Benefits Negotiation, Onboarding, Wholesale Banking, Big Data Analytics, Data Monetization

Education
University of Rochester

Grace Fitzgerald Grace Fitzgerald Rumson, New Jersey Details
Grace Fitzgerald's Merrill Lynch Experience June 2013 - August 2013
Job Equity Research Associate at FBR
Industry Research
Experience
FBR  June 2015 - Present
Oppenheimer & Co. Inc.   May 2014 - August 2014
Merrill Lynch   June 2013 - August 2013
Yumi Restaurant   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance

Education
University of Richmond   2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General

Eric Fliegel Eric Fliegel Greater New York City Area Details
Eric Fliegel's Merrill Lynch Experience September 2001 - December 2006
Job VP, Worldwide Technical Support at Gartner
Industry Information Services
Experience
Gartner, Inc.   June 2008 - Present
---  December 2006 - June 2008
Merrill Lynch   September 2001 - December 2006
eTour.com  September 1999 - July 2001
Support Technologies, Inc.   January 1999 - September 1999
Edutrek / American InterContinental University   July 1997 - December 1998
Emory Healthcare (Emory University)   July 1995 - July 1997
Goizueta Business School, Emory University  April 1988 - July 1995
University of Rochester  January 1981 - April 1988

Skills
IT Strategy, Strategy, Program Management, Cross-functional Team..., Outsourcing, IT Service Management, Project Management, Management, Leadership, Business Strategy, Vendor Management, User Experience, Training, Business Analysis, Analysis, Business Development, Business Intelligence, Business Process, Change Management, Enterprise Architecture, IT Management, Integration, Marketing, Organizational..., Process Improvement, Security, Six Sigma, Team Building

Education
University of Rochester - Simon Business School   1983 — 1985
MBA, Computers & Info Systems / Marketing

University of Rochester   1979 — 1983
BA, Computer Assisted Approaches to Economic Problems

Wayne Lattery Wayne Lattery Miami/Fort Lauderdale Area Details
Wayne Lattery's Merrill Lynch Experience September 1992 - September 1997
Job Systems Development Manager at Citrix Systems
Industry Computer Software
Experience
Citrix Systems  March 2010 - Present
Citrix Systems  February 2007 - March 2010
Two Connect, Inc.   December 2005 - January 2007
Robert Half International  June 2005 - November 2005
Citibank Diners Club  June 1999 - March 2005
JD Edwards World Source Company   September 1997 - June 1999
Merrill Lynch   September 1992 - September 1997

Skills
Web Services, .NET, C#, BizTalk, SOA, SSIS, SharePoint, Software Development, VB.NET, Oracle, Databases, ASP.NET, SDLC, Visual Basic, WCF, Microsoft SQL Server, Java, ASP, ERP, EAI

Education
University of Rochester   1987 — 1992
BA, Economics

Jon Stumpf Jon Stumpf Greater New York City Area Details
Jon Stumpf's Merrill Lynch Experience September 1991 - May 1994
Job Technology Executive
Industry Information Technology and Services
Experience
Johnson & Johnson  January 2015 - Present
New York CTO Club  April 2006 - Present
Guardian Locate   July 2014 - January 2015
Moody's Corporation  September 2010 - July 2014
AIG  July 1998 - September 2010
Transarc  May 1994 - June 1998
Merrill Lynch   September 1991 - May 1994
Andersen Consulting  October 1987 - August 1991
Xpedite Systems  May 1984 - September 1987

Skills
Large-scale IT..., Data Center..., IT Service Management –..., IT Governance –..., Free and Open Source..., Data Center, Adoption, Virtualization, Insurance Policies, Large Scale Systems, Enterprise Architecture, Enterprise Software, IT Service Management, Strategy, Leadership, Management, Project Management, Linux, IT Management, ITIL, Vendor Management, IT Strategy, Strategic Planning, Cloud Computing, Disaster Recovery, Governance, Product Management, Infrastructure, SDLC, Software Development, VMware, Analytics, Integration

Education
University of Rochester   1983 — 1987
BA

Drew Hearon Drew Hearon Greater New York City Area Details
Drew Hearon's Merrill Lynch Experience September 2005 - June 2009
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  May 2009 - Present
Merrill Lynch   September 2005 - June 2009
Lehman Brothers  2000 - 2005

Education
University of Rochester - Simon Business School   1999 — 2001
MBA, Finance

University of Richmond   1990 — 1994
BA

Kalpana Telikepali Kalpana Telikepali Greater New York City Area Details
Kalpana Telikepali's Merrill Lynch Experience September 1999 - March 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2009 - Present
Merrill Lynch   September 1999 - March 2009
Barclays Capital  September 1997 - September 1999

Skills
Financial Modeling, Risk Management, Equities, Fixed Income, Derivatives, Capital Markets

Education
University of Rochester - Simon Business School   1994 — 1996

Timothy Gough Timothy Gough Greater New York City Area Details
Timothy Gough's Merrill Lynch Experience January 2006 - July 2009
Job Field Marketing Manager at Sprint
Industry Events Services
Experience
Sprint  June 2015 - Present
HeTexted Inc   October 2012 - Present
J.P. Morgan Asset Management   May 2011 - May 2014
Bank of America  October 2009 - May 2011
Merrill Lynch   January 2006 - July 2009

Skills
Marketing, Strategy, Salesforce.com, Market Research, Event Planning, Competitive Analysis, Equities, Sales, Leadership, Account Management, Contract Negotiation, Strategic Planning, Negotiation, Event Management, Budgeting, Corporate Events, Digital Events, Event Apps, Starcite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Program Management, Social Media Marketing, Integrated Marketing, Integrated Marketing...

Education
University of Richmond - Robins School of Business   2000 — 2005
Bachelor of Science Business Administration (BSBA), Integrated Marketing

University of Richmond   2000 — 2005
Bachelor of Arts (BA), Theatre/Theater

The Taft School   1998 — 2000

Karen Liholt Karen Liholt Las Vegas, Nevada Area Details
Karen Liholt's Merrill Lynch Experience March 1994 - November 1994
Job Passionate about teaching mathematics to teenagers
Industry E-Learning
Experience
Green Valley Christian School   August 2013 - Present
Physicians Health Plan  March 2003 - March 2008
Physicians Health Plan  August 2001 - March 2003
Lincoln National Life Insurance Co.   April 1999 - August 2001
Lincoln National Life Insurance Co.   August 1997 - April 1999
Centurion Industries, Inc.   August 1995 - August 1997
Healthcare Benefits Review, LLC   February 1995 - August 1995
Merrill Lynch   March 1994 - November 1994
Zurich Reinsurance  July 1992 - January 1994
Reliance National Risk Specialists   August 1990 - July 1992

Skills
Analysis, Project Management, Problem Solving, Customer Relations, Insurance, Customer Service, Negotiation, Documentation, Planning, Microsoft Office, Project Planning, MS Project, Software Documentation, Business Analysis, Data Analysis, Vendor Management, Budgets, Leadership, Process Improvement, Management, Strategic Planning, Contract Negotiation, Business Process..., SDLC

Education
University of Saint Francis   2002 — 2003

Virginia Commonwealth University   1981 — 1986
BS

Kiyomi Calams Kiyomi Calams Greater Los Angeles Area Details
Kiyomi Calams's Merrill Lynch Experience September 2010 - Present
Job Operations representative at Merrill lynch
Industry Investment Banking
Experience
Merrill lynch   September 2010 - Present
Kaplan Tutoring  May 2009 - May 2011
ConAm Management Corporation  June 2009 - September 2010
Merrill Lynch   October 2007 - February 2009

Skills
Computer Hardware, Customer Service, Databases, Microsoft Excel, Microsoft Office, Risk Management, Testing

Education
University of San Diego   2002 — 2003
BBA, Business Administration

Kathie Horton Naylor Kathie Horton Naylor Richmond, Virginia Area Details
Kathie Horton Naylor's Merrill Lynch Experience November 1989 - June 1995
Job VP of Sales and Marketing at CSC Insurance Services
Industry Insurance
Experience
CSC Insurance Services   May 2001 - Present
Merrill Lynch   November 1989 - June 1995

Education
University of Richmond   1982 — 1986
BS, Economics/Spanish

Ben Suhr Ben Suhr New York, New York Details
Ben Suhr's Merrill Lynch Experience November 2003 - May 2012
Job Process improvement and project management
Industry Investment Banking
Experience
Citigroup  May 2012 - Present
Merrill Lynch   November 2003 - May 2012
Bank of America  September 2001 - November 2003
Bank of America  July 1998 - September 2001

Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Securities, Corporate Actions, Back Office, Prime Brokerage, DTC, Trading, Bloomberg, Derivatives, Equity Derivatives, Operational Risk, Middle Office, FX Options, Analytics, Metrics, Financial Risk, Portfolio Management, Options, Trading Systems, Banking, Bonds, Hedge Funds, Financial Modeling, Risk Management

Education
University of Rochester
Bachelor of Arts, Economics

Andrew Kleinberg, CFA Andrew Kleinberg, CFA Greater New York City Area Details
Andrew Kleinberg, CFA's Merrill Lynch Experience June 1987 - June 1989
Job Director at WBB Securities and U.S. Marketing Representative for Ion Asset Management
Industry Financial Services
Experience
WBB Securities  July 2013 - Present
Glickenhaus & Co., Inc.   August 1991 - December 2012
R.L. Renck & Co., Inc.   January 1990 - August 1991
Merrill Lynch   June 1987 - June 1989

Skills
Hedge Funds, Equities, Series 7, Mutual Funds, Valuation

Education
University of Rochester
BA, Economics

Joshua Diamond Joshua Diamond Greater New York City Area Details
Joshua Diamond's Merrill Lynch Experience September 2006 - April 2010
Job Senior Technical Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank  September 2014 - Present
UBS Securities, LLC  October 2012 - April 2014
Morgan Stanley  April 2010 - September 2012
Merrill Lynch   September 2006 - April 2010
NYFIX  August 2003 - August 2006
Renaissance Trading Technologies   September 2002 - August 2003
Robertson Stephens  April 2000 - September 2002
JP Morgan  September 1998 - April 2000
D. E. Shaw & Co.   February 1997 - September 1998
Bear Stearns  September 1988 - February 1997

Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System

Education
University of Rochester   1983 — 1988
BA, Applied Mathematics / Computer Science

Seth Greenwald Seth Greenwald Greater New York City Area Details
Seth Greenwald's Merrill Lynch Experience 2006 - 2008
Job Partner at Silver Heights Development
Industry Real Estate
Experience
Silver Heights Development   January 2014 - Present
Homewood Capital, an affiliate of The Yucaipa Companies   January 2011 - December 2013
Bay Harbour Management   March 2008 - December 2010
Merrill Lynch   2006 - 2008
Deloitte Consulting  2004 - 2006

Skills
Hedge Funds, Financial Modeling, Private Equity

Education
University of Richmond   2000 — 2004

Peter DiCenso Peter DiCenso Washington D.C. Metro Area Details
Peter DiCenso's Merrill Lynch Experience August 1993 - December 2003
Job Managing Director National Sales at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   August 2004 - August 2015
Merrill Lynch   August 1993 - December 2003
Merrill Lynch   May 1991 - August 1993
Merrill Lynch   August 1981 - May 1991

Skills
Finance, Sales, Retirement Planning, Public Speaking, Marketing, Financial Advisory, Asset Allocation, Series 63, Financial Services, Workshops, Separately Managed..., Banking, Series 7, Alternative Investments, Retirement, Strategy, Wealth Management, Negotiation, Mutual Funds, Hedge Funds, Asset Management, Management, Financial Analysis, Strategic Financial..., Google Groups, Investments, Equities

Education
University of Richmond - Robins School of Business   1977 — 1981
BS, Finance

The Choate School   1975 — 1977
HS

Dave Boerio Dave Boerio San Francisco Bay Area Details
Dave Boerio's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor, Merrill Lynch
Industry Banking
Experience
Merrill Lynch   October 2013 - Present
Orbis Payment Services   April 2007 - March 2013
San Diego Loans   February 2005 - March 2007
Mobile Systems Wireless  January 2001 - November 2003
Hilton San Diego Resort  May 1997 - January 2001

Skills
Customer Service, Forecasting, Strategic Planning, Financial Analysis, CRM, Customer Retention, Customer Satisfaction, Management, Marketing Strategy, Sales, Sales Management, Selling, Team Building, Training, Finance, Human Resources, Leadership, Marketing, New Business Development, Investments, Portfolio Management

Education
University of San Diego   1995 — 1999
Bachelor of Business Administration (BBA)

Jameile D Cawley Jameile D Cawley Greater Boston Area Details
Jameile D Cawley's Merrill Lynch Experience March 2006 - Present
Job VP Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2006 - Present

Education
University of Rochester   1993 — 1997

Heaney, Christine Heaney, Christine Greater New York City Area Details
Heaney, Christine's Merrill Lynch Experience May 2006 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2006 - Present
Merrill Lynch   October 2004 - May 2006

Education
University of Richmond   2000 — 2004

Chris Tolomeo Chris Tolomeo Buffalo/Niagara, New York Area Details
Chris Tolomeo's Merrill Lynch Experience January 1985 - June 1988
Job Senior Vice President at M&T Bank
Industry Banking
Experience
M&T Bank  May 2009 - Present
Merrill Lynch   January 1985 - June 1988

Education
University of Rochester - Simon Business School   1989 — 1991
MBA

University of Virginia

Andres Ballestas Andres Ballestas Miami/Fort Lauderdale Area Details
Andres Ballestas's Merrill Lynch Experience January 1985 - June 2014
Job Managing Partner at The Ballestas Group
Industry Financial Services
Experience
The Ballestas Group   August 2014 - Present
Merrill Lynch   January 1985 - June 2014

Education
University of San Diego   1981 — 1985

Kris Moreton, CFA Kris Moreton, CFA Greater Minneapolis-St. Paul Area Details
Kris Moreton, CFA's Merrill Lynch Experience 2004 - 2008
Job Vice President, Fixed Income Client Portfolio Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  June 2008 - Present
RiverSource Investments  2008 - November 2010
Merrill Lynch   2004 - 2008
Shawmut National Corporation  1990 - 1996
Midland Bank  1988 - 1990
Bear Stearns  1987 - 1988

Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies

Education
University of Richmond - Robins School of Business   1983 — 1987
B.S., Finance

Chris Stavlas Chris Stavlas Rochester, New York Area Details
Chris Stavlas's Merrill Lynch Experience May 2008 - August 2008
Job International Marketing Researcher at UpGuppy
Industry Investment Banking
Experience
UpGuppy   September 2008 - Present
Merrill Lynch   May 2008 - August 2008
George Eastman House  January 2008 - May 2008
City of Beachwood, Ohio   May 2007 - August 2007
Taco Bell  June 2004 - June 2006

Education
University of Rochester   2006 — 2010

Param Singh, CFA Param Singh, CFA Greater New York City Area Details
Param Singh, CFA's Merrill Lynch Experience May 2014 - Present
Job Senior Associate Equity Research
Industry Investment Banking
Experience
Merrill Lynch   May 2014 - Present

Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Equity Valuation, Corporate Finance, Financial Analysis, Thompson One, FactSet, Investment Banking, Capital Markets, Hedge Funds, Investments, Portfolio Management, Derivatives, Finance, Asset Management, Series 7, Alternative Investments, Due Diligence

Education
University of Rochester   2004 — 2009
Bachelor of Science (BS), Applied Mathematics

University of Rochester   2004 — 2009
Bachelor of Arts (B.A.), Finance, General

Jeff Renelt Jeff Renelt Rochester, New York Area Details
Jeff Renelt's Merrill Lynch Experience October 1987 - Present
Job Senior Vice President, Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1987 - Present

Skills
Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equities, 401k

Education
University of Rochester   1979 — 1983
BS, Neuroscience

Nicole Dragoo Nicole Dragoo Greater San Diego Area Details
Nicole Dragoo's Merrill Lynch Experience April 2001 - December 2001
Job COO/Chief Compliance Officer at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management  December 2001 - Present
Merrill Lynch   April 2001 - December 2001
Merrill Lynch   April 2000 - April 2001

Skills
Fixed Income, Asset Management, Investment Advisory, Regulatory Compliance, Operations Management, Investments, Institutional..., Securities Regulation, Securities

Education
University of San Diego School of Law   2003 — 2007
J.D., Law

University of San Diego   1995 — 1999
B.B.A, Business Economics

Chet Rockwell Chet Rockwell San Clemente, California Details
Chet Rockwell's Merrill Lynch Experience 1997 - 2009
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial  2009 - Present
Merrill Lynch   1997 - 2009

Education
University of Richmond   1993 — 1997
BA

Dmitry Razin Dmitry Razin Greater New York City Area Details
Dmitry Razin's Merrill Lynch Experience April 2010 - March 2012
Job .
Industry Banking
Experience
Merrill Lynch   April 2010 - March 2012
SOROS FUND MANAGEMENT LLC  June 2009 - November 2009
NCH CAPITAL INC   May 2008 - August 2008

Education
University of Rochester   2005 — 2009
Bachelor of Arts (BA), Economics

Eric Aarnaes Eric Aarnaes Greater San Diego Area Details
Eric Aarnaes's Merrill Lynch Experience August 2004 - January 2005
Job Vice President Relationship Manager at US Bank
Industry Banking
Experience
U.S. Bank   January 2014 - Present
US Bank  September 2006 - Present
BAE Systems  June 2005 - August 2006
Merrill Lynch   August 2004 - January 2005
Marcus & Millichap  January 2004 - June 2004

Education
University of San Diego
Bachelors, Business & Finance

Jessica Freed Jessica Freed Greater San Diego Area Details
Jessica Freed's Merrill Lynch Experience June 2005 - March 2008
Job Owner at Esteem Ftness
Industry Events Services
Experience
Esteem Fitness   August 2009 - Present
Merrill Lynch   June 2005 - March 2008
Intel Corporation  May 2003 - June 2005

Skills
Fitness, Marketing Strategy, Sales

Education
University of San Diego   1999 — 2003
Business

Skyline

Caleb Yuen Caleb Yuen Greater New York City Area Details
Caleb Yuen's Merrill Lynch Experience June 2007 - September 2011
Job Senior Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  June 2015 - Present
Deutsche Bank  July 2012 - June 2015
Morgan Stanley  January 2012 - July 2012
Merrill Lynch   June 2007 - September 2011

Skills
Fixed Income, Securities, Bloomberg, Equities, Financial Modeling, Series 7, Hedge Funds, Investments, Capital Markets, Derivatives, Portfolio Management, Financial Analysis, Alternative Investments, Financial Services, Asset Management, Valuation, Investment Banking, Data Analysis, Bloomberg Terminal, Risk Management

Education
University of Rochester   2003 — 2007
BA, Political Science

Henry Godfrey Henry Godfrey Baltimore, Maryland Area Details
Henry Godfrey's Merrill Lynch Experience November 2005 - December 2008
Job Vice President at Asset Management Services, Inc.
Industry Financial Services
Experience
Asset Management Services, Inc.   January 2009 - Present
Merrill Lynch   November 2005 - December 2008
Mark Trece Inc.   1989 - 2005

Skills
401k, Retirement Planning, Investments, Series 7, Asset Allocation, Retirement, Uniform Combined State..., Wealth Management, Investment Management, Strategic Financial..., IRAs, Financial Advisory, Securities, Portfolio Management

Education
University of Richmond - Robins School of Business   1985 — 1989
BSBA, Economics, Finance

Fallston High School   1981 — 1985

Joslain Joseph, CRPC®, CSNA Joslain Joseph, CRPC®, CSNA Greater New York City Area Details
Joslain Joseph, CRPC®, CSNA's Merrill Lynch Experience March 2007 - Present
Job Senior Portfolio Advisor, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2007 - Present

Skills
Series 7, Wealth Management, Asset Allocation, Strategy, Estate Planning, Series 63, Portfolio Management, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Finance

Education
University of Rochester   1998 — 2000
Master, in Finance & Statistics

University of Rochester   1992 — 1996
Bachelor's Degree, Economics

Wayne Fan Wayne Fan Greater New York City Area Details
Wayne Fan's Merrill Lynch Experience June 2008 - September 2008
Job Analyst at Alternative Asset Investment Management
Industry Banking
Experience
Alternative Asset Investment Management  July 2009 - October 2009
JW Management Consulting   January 2009 - September 2009
Wall Street Financial Group  September 2008 - December 2008
Merrill Lynch   June 2008 - September 2008

Education
University of Rochester   2005 — 2009

Mir Subjally Mir Subjally Greater New York City Area Details
Mir Subjally's Merrill Lynch Experience February 2009 - May 2009
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2010 - Present
Morgan Stanley  June 2009 - August 2009
Merrill Lynch   February 2009 - May 2009
The Galleon Group  December 2007 - January 2008

Education
University of Richmond   2006 — 2010
BSBA, Finance and Economics

Bonnie San Nicolas-Barcinas Bonnie San Nicolas-Barcinas Monterey, California Details
Bonnie San Nicolas-Barcinas's Merrill Lynch Experience July 2007 - October 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2014 - Present
Merrill Lynch   July 2007 - October 2014
Morgan Stanley Dean Witter  August 2005 - July 2007
Morgan Stanley Dean Witter  November 1992 - August 2005

Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets

Education
University of Sacramento   1987 — 1992
Bachelor of Science, Business Administration - Finance

Brian Wolpert Brian Wolpert Greater New York City Area Details
Brian Wolpert's Merrill Lynch Experience 2005 - 2010
Job Capital Markets
Industry Financial Services
Experience
Consulting  2010 - Present
Merrill Lynch   2005 - 2010
GlobeOp  2004 - 2005
UBS  1997 - 1999
Bankers Trust  1988 - 1997

Education
University of Rochester
MBA, Finance, Economics

Edie Friedel Edie Friedel Greater New York City Area Details
Edie Friedel's Merrill Lynch Experience 2000 - 2009
Job Technolgy Sourcing professional with Compliance experience
Industry Financial Services
Experience
Seeking Employment  September 2015 - Present
Bank of America/ Merrill Lynch  2000 - June 2015
Merrill Lynch   2000 - 2009
Citigroup  1995 - 1999

Skills
Strategic Sourcing, Compliance Management, Private Cloud, Data Center, Managed Hosting, Portfolio Management, Banking, Financial Services, Capital Markets, Enterprise Software, Derivatives, Investments, Fixed Income, Investment Banking, Equities, Series 63, Series 7

Education
University of Rochester
Bachelor of Arts (BA) Economics and Sociology

Daniel Budington Daniel Budington Boston, Massachusetts Details
Daniel Budington's Merrill Lynch Experience June 2005 - March 2009
Job EVP at Santander Holdings USA
Industry Financial Services
Experience
Santander Holdings USA  June 2014 - Present
Guggenheim Partners  March 2013 - June 2014
Deutsche Bank  March 2009 - December 2012
Merrill Lynch   June 2005 - March 2009
Bear Stearns  June 2004 - June 2005
Stern Stewart & Co.   June 2001 - June 2004
Progressive Strategies  January 1998 - June 1999
Mercer Management Consulting  January 1996 - January 1998

Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM

Education
   1999 — 2001
MBA, Finance

University of Vermont   1990 — 1994
BS, Business

Simsbury High Shcool   1988 — 1990

Dulaney High School   1986 — 1988

Jeff Hanna Jeff Hanna Richmond, Virginia Area Details
Jeff Hanna's Merrill Lynch Experience September 1998 - September 2000
Job Law Associate, McGuireWoods
Industry Law Practice
Experience
McGuireWoods  August 2010 - Present
Supreme Court of Virginia  August 2008 - August 2009
Merrill Lynch   September 1998 - September 2000

Skills
Appeals, Government, Legal Research, Legal Writing, Litigation, White Collar Criminal...

Education
University of Richmond School of Law   2006 — 2009
JD, Summa Cum Laude

University of Virginia   1993 — 1997

FHS   1989 — 1993

Krish Chakabarti Krish Chakabarti Greater New York City Area Details
Krish Chakabarti's Merrill Lynch Experience 1996 - 2009
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company  2009 - Present
Merrill Lynch   1996 - 2009
Bankers Trust/Deutsche Bank  1994 - 1996

Skills
Capital Markets, Valuation, Derivatives, Asset Management, Equity Derivatives, Fixed Income

Education
University of Rochester - Simon Business School   1986 — 1988
MBA, Finance

Martin Lazarus Martin Lazarus Greater New York City Area Details
Martin Lazarus's Merrill Lynch Experience May 2005 - February 2015
Job Examining Officer at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  February 2015 - Present
Merrill Lynch   May 2005 - February 2015
Merrill Lynch   March 2000 - April 2005
JP Morgan Chase  January 1998 - March 2000
Scudder Investments  1993 - 1997
Bankers Trust  November 1984 - April 1993

Skills
Fixed Income, Finance, Product Management, Asset Management, Investments, Series 24, Alternative Investments, Analysis, Wealth Management, Mutual Funds, Program Management, Series 7

Education
University of Rochester
BA, Economics

University of Rochester - Simon Business School
MBA, Finance, Applied Economics

Jim Furlow Jim Furlow Greater Philadelphia Area Details
Jim Furlow's Merrill Lynch Experience June 2008 - May 2012
Job Strategic Programs Manager Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  May 2012 - Present
Merrill Lynch   June 2008 - May 2012
Merrill Lynch   June 2005 - June 2008
Private Bank of Bank of America   May 2002 - June 2005

Education
University of Richmond - Robins School of Business   1996 — 2000
BSBA, Business Administration - Finance

George Markman George Markman Greater New York City Area Details
George Markman's Merrill Lynch Experience September 2008 - October 2011
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2011 - Present
Merrill Lynch   September 2008 - October 2011
Merrill Lynch   September 2005 - September 2008

Skills
FINRA, Competitive Analysis, Portfolio Management, Valuation, Equity Derivatives, Hedge Funds, Investments, Series 7, Corporate Finance, Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Credit, Banking, Equities, Finance

Education
University of Richmond - Robins School of Business   2001 — 2005
Bachelors, Finance and Accounting

David Alexander Greenwood David Alexander Greenwood Washington D.C. Metro Area Details
David Alexander Greenwood's Merrill Lynch Experience 2003 - 2005
Job CEO / Senior Living Advisor with Custom Senior Living Search, LLC
Industry Hospital & Health Care
Experience
Custom Senior Living Search, LLC   January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS  2009 - December 2012
First Command Financial Services  2006 - 2009
Corporate Executive Board  2005 - 2006
Merrill Lynch   2003 - 2005
Morgan Stanley  2000 - 2003
UNION BANK OF CALIFORNIA  1999 - 2000

Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation

Education
Georgetown University; The Robert E. McDonough School of Business   1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing

University of Richmond   1990 — 1994
Cum Laude, Bachelor of Arts, German Studies

Friends School   1985 — 1989
High School Diploma

Kevin Kaylor Kevin Kaylor Pawleys Island, South Carolina Details
Kevin Kaylor's Merrill Lynch Experience July 2001 - July 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2008 - Present
Merrill Lynch   July 2001 - July 2008

Skills
Financial Advisory, Investment Planning, 401(k) Rollovers, Asset Allocation, Retirement Planning

Education
University of Richmond   1982 — 1986
BS, Chemistry

Gloucester High School   1978 — 1982

Timothy Deegan Timothy Deegan Richmond, Virginia Area Details
Timothy Deegan's Merrill Lynch Experience May 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
BB&T Capital Markets  January 2011 - May 2011
Altria  June 2010 - May 2011
Congressman Leonard Lance  May 2009 - August 2009
Daiwa Securities  May 2008 - July 2008

Education
University of Richmond - Robins School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance

David Tuvlin David Tuvlin Darien, Connecticut Details
David Tuvlin's Merrill Lynch Experience 1992 - 2008
Job President Stuyvesant Square Advisors, Inc.
Industry Investment Banking
Experience
Stuyvesant Square Advisors, Inc.   2008 - Present
Merrill Lynch   1992 - 2008

Skills
Management, Private Equity, Investment Banking, Capital Markets, Hedge Funds, Valuation, Venture Capital, Corporate Finance, Fixed Income, Financial Modeling, Equities, Mergers & Acquisitions, Alternative Investments, Due Diligence, Leveraged Finance, Investments, Financial Structuring, Bonds, Securities, M&A experience

Education
University of Rochester
BA, Economics

University of Rochester - Simon Business School
MBA, Finance

Craig Isaacson Craig Isaacson San Francisco Bay Area Details
Craig Isaacson's Merrill Lynch Experience March 1992 - August 2010
Job Experienced, ClientCentered Financial Advisor | Vice President Wealth Management
Industry Financial Services
Experience
UBS  August 2010 - Present
Merrill Lynch   March 1992 - August 2010
US Navy  1987 - 1992

Skills
Financial Planning, Retirement Planning, Portfolio Management, Cash Flow Analysis, Asset Management, Philanthropy, Legacy Giving, Tax Planning, Estate Planning, Asset Allocation, Risk Management, Wealth Management, Concentrated Stock...

Education
University of San Diego   1984 — 1987
BA, Business Management & Finance

Sylvester Fejokwu Sylvester Fejokwu Washington D.C. Metro Area Details
Sylvester Fejokwu's Merrill Lynch Experience June 2013 - August 2013
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture  September 2014 - Present
Robert Toigo Foundation  April 2012 - Present
University of Virginia Darden School of Business  July 2012 - May 2014
Merrill Lynch   June 2013 - August 2013
Mercer Investments  March 2007 - July 2012
American International Group (AIG) - Risk Management Group   July 2005 - March 2007
American International Group (AIG) - Global Risk Management Group   June 2004 - August 2004

Skills
Investments, Capital Markets, Emerging Markets, Investment Banking, Risk Management, Finance, Trading, Fixed Income, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Investment Management, Asset Managment, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Strategy, Asset Management

Education
University of Virginia - Darden Graduate School of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management

University of Rochester   2001 — 2005
B.A., Economics, Finance

King's College Lagos

Amy Minatelli, CMP, CEM Amy Minatelli, CMP, CEM Greater New York City Area Details
Amy Minatelli, CMP, CEM's Merrill Lynch Experience 2005 - 2009
Job Sales Communications at Verisk Analytics
Industry Insurance
Experience
Verisk Analytics  November 2014 - Present
Verisk Analytics  February 2009 - November 2014
Merrill Lynch   2005 - 2009

Skills
Event Planning, Contract Negotiation, Strategic Planning, Event Management, Meeting Planning, Marketing, Social Media Marketing, Sales, Account Management, Leadership, Marketing Communications, Customer Service, Management, Hospitality

Education
University of Richmond   2001 — 2005
BA, Leadership Studies

Basim Najjar Basim Najjar Greater San Diego Area Details
Basim Najjar's Merrill Lynch Experience 1996 - 1998
Job sales manager at Navstar
Industry Information Technology and Services
Experience
Navstar  November 2009 - Present
Merrill Lynch   1996 - 1998

Skills
Business Development, Account Management, New Business Development, Sales, Data Center, Security, Management, Contract Negotiation, Arts, Counseling Psychology, Trading, Middle Eastern Studies, Music Production, Marketing Strategy

Education
University of San Diego   1991 — 1994
Bachelor's degree, International Relations and Affairs

Ariel Almog Ariel Almog Greater New York City Area Details
Ariel Almog's Merrill Lynch Experience September 2004 - April 2005
Job Manager at PwC
Industry Management Consulting
Experience
PwC  July 2012 - Present
PwC  October 2012 - February 2013
PwC  August 2008 - June 2012
PwC  July 2006 - July 2008
Bank of America  May 2005 - August 2005
Merrill Lynch   September 2004 - April 2005

Skills
Transfer Pricing, International Tax, Financial Reporting, Financial Analysis, Business Valuation, Valuation, Management Consulting, Business Transformation, Finance Transformation, Economics, Financial Modeling, Econometrics, Business Advisory, Tax Advisory, Tax, Corporate Tax, Accounting, Due Diligence, Financial Accounting, Corporate Finance, Income Tax, Tax Accounting, Real Estate, Big 4, Restructuring, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Mergers & Acquisitions, Private Equity

Education
University of Rochester   2002 — 2006
BA, Math and Economics

Aroon Jeyakumar Aroon Jeyakumar Greater New York City Area Details
Aroon Jeyakumar's Merrill Lynch Experience September 2011 - December 2011
Job Consulting Group Analyst The Malkin Group Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2013 - Present
Morgan Stanley Wealth Management  June 2012 - August 2012
Merrill Lynch   September 2011 - December 2011
CPAs, Taxes and Associates PC   June 2011 - August 2011
Arthie Jay Realty Inc   June 2010 - August 2010

Skills
Investments, Asset Allocation, Portfolio Management, Analysis, Hedge Funds, Investment Management, Wealth Management, Economics, Financial Modeling, Bloomberg, Accounting, Valuation, Financial Analysis, Equities

Education
University of Richmond - Robins School of Business   2009 — 2013
Bachelor of Science, Business Administration; Finance and Economics

The Hun School of Princeton   2006 — 2009

Mark Holmén Mark Holmén Greater New York City Area Details
Mark Holmén's Merrill Lynch Experience 1985 - 1988
Job Finance Manager at Citi
Industry Financial Services
Experience
Citi  January 2015 - Present
Worth New York  2012 - Present
Citigroup  2007 - 2013
Citi  2003 - 2006
Citi  2001 - 2002
Citi  1994 - 2000
The Dreyfus Corporation  1991 - 1993
Merrill Lynch   1985 - 1988

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Derivatives, Financial Reporting, Internal Controls, Analysis, Finance, Expense Budget..., Financial Process..., Financial Policies &..., Forecasting, Financial Services, Microsoft Excel, PowerPoint, Budget Forecasts, Strategic Sales Plans, Management Review, Metrics Reporting, Monthly Close Process, Transfer Pricing, Balance Sheet Review, SOX 404, Expense Allocation, Economic Capital, Variance Analysis, Banking

Education
William E. Simon School of Business   1988 — 1990
Master of Business Administration (M.B.A.), Finance

Hamilton College   1981 — 1985
BA, Economics

Lucy Wise Lucy Wise Greater New York City Area Details
Lucy Wise's Merrill Lynch Experience June 2011 - August 2011
Job BAAM Analyst The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group  December 2014 - Present
Moelis & Company  June 2013 - December 2014
Student Managed Investment Fund  April 2012 - May 2013
University of Richmond  September 2009 - May 2013
University of Richmond Robins School of Business  2012 - 2013
Career Development Center  2011 - 2013
Moelis & Company  June 2012 - August 2012
Barclays Capital  January 2012 - 2012
Bank of America  November 2011 - November 2011
Merrill Lynch   June 2011 - August 2011

Skills
Investment Banking, Investments, Series 7, Series 79, Series 63

Education
University of Richmond - Robins School of Business   2009 — 2013
BSBA, Finance, Leadership Studies

University of Richmond

University of Richmond - Jepson School of Leadership Studies

Christina Bongiovanni Christina Bongiovanni Washington D.C. Metro Area Details
Christina Bongiovanni's Merrill Lynch Experience 2001 - 2002
Job Student, Pursuing Master's Degree in Theology
Industry Marketing and Advertising
Experience
Pursuing Master's Degree in Theology   Director of Marketing / Chief of StaffKPMG LLP
KPMG  2007 - 2009
KPMG LLP  2004 - 2007
Merrill Lynch   2001 - 2002
Merrill Lynch   January 1998 - January 2001

Skills
Strategy, Internal Communications, Marketing, Leadership, Business Strategy, CRM, Marketing Communications, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Management

Education
University of Richmond
Bachelor of Science, Business Administration; Marketing

Mark Waskewich Mark Waskewich Washington D.C. Metro Area Details
Mark Waskewich's Merrill Lynch Experience May 2003 - August 2004
Job Accounting Analyst at MGP Retail Consulting LLC
Industry Financial Services
Experience
Lidl US LLC   July 2015 - Present
MGP Retail Consulting LLC   March 2015 - July 2015
Faragalla & Associates LLC   February 2013 - February 2015
Morgan Stanley  February 2010 - May 2011
Algorithmic Futures Trading   January 2007 - October 2009
Thomson Corporation  May 2005 - August 2005
Merrill Lynch   May 2003 - August 2004

Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Budgets

Education
University of Richmond - Robins School of Business   2012 — 2016
Bachelor's Degree, Finance and Economics

Ty Apodaca, ATM-S, AL, LION Ty Apodaca, ATM-S, AL, LION Dallas/Fort Worth Area Details
Ty Apodaca, ATM-S, AL, LION's Merrill Lynch Experience January 2006 - April 2009
Job Seeking New Opportunity Executive Level Servant Leader With a Hospitality & Financial Background Creating BIG Results
Industry Executive Office
Experience
ROVIA LLC  August 2014 - June 2015
The Venetian  February 2012 - August 2014
Ronald McDonald House Charities of Greater Las Vegas  April 2012 - 2014
Station Casinos  October 2009 - January 2012
Merrill Lynch   January 2006 - April 2009
Esri  February 2002 - November 2005

Skills
Leadership, Leadership Development, Sales, Contract Negotiation, Warrior Spirit, Team Building, Hospitality, Hotels, Customer Service, Meeting Planning, Incentives, Hospitality Management, Account Management, Resorts, Customer Retention, Management, Financial Analysis, Sales Management, Conflict Resolution, Cross-functional Team..., Event Planning, Contract Negotiations, Event Management, Marketing, Tourism, Sales Operations, Hospitality Industry, Financial Structuring, Conflict Management, Manage Client..., Training, Revenue Analysis, Social Media Marketing, Online Marketing, Customer Relations, Maintaining Strong..., Marketing Strategy, Forecasting, Yield Management, Entrepreneurship, Strategic Planning, Change Management, Process Improvement, Business Strategy, Matrix Management, Strategic Partnerships, Business Development, Go-to-market Strategy, Market Analysis, SaaS

Education
University of San Diego   1998 — 2002
Bachelor’s Degree, Supply Chain Management, Marketing, Business Management

Sands Corporation - Maestro Training and Leadership Development   2014 — 2014
Certificate of Completion, Executive Management Training

Station Casinos   2011 — 2012
Certificate of Completion, Leading Through Knowledge (LTK)

Stations Casinos   2011 — 2011
Certificate of Completion, Relationship Breakthrough Development (RBD)

Financial Peace University - Dave Ramsey   2010 — 2010
Graduated Coursework, Financial Management

Computer Career Connection   2004 — 2005
A+ Certified, Network and System Administration/Administrator

Ian Montgomery Ian Montgomery Lancaster, Pennsylvania Area Details
Ian Montgomery's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2011 - Present
KCIC, LLC  August 2009 - January 2011
Standard & Poor's Vista Research   June 2008 - August 2008

Education
University of Richmond   2005 — 2009
BS, Mathematical Economics

Michael Martin, Jr. Michael Martin, Jr. Rochester, New York Details
Michael Martin, Jr.'s Merrill Lynch Experience September 2011 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present
OppenheimerFunds, Inc  June 2010 - August 2010
Meliora Capital Management   October 2009 - May 2010
Ken Martin Landscaping   May 2004 - August 2009

Education
University of Rochester   2008 — 2012
Bachelor of Arts, Financial Economics

Edie Friedel Edie Friedel Greater New York City Area Details
Edie Friedel's Merrill Lynch Experience 2000 - 2010
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America  March 2010 - Present
Merrill Lynch   2000 - 2010
Citi  September 1995 - January 1999

Skills
Contract Negotiation, Strategic Sourcing, Risk Management, Banking, Portfolio Management

Education
University of Rochester
Bachelor of Arts (BA), Economics

Tagbo Ugo-Obi Tagbo Ugo-Obi Nashville, Tennessee Details
Tagbo Ugo-Obi's Merrill Lynch Experience November 2014 - February 2015
Job Fixed Income Trading Analyst
Industry Financial Services
Experience
UBS  February 2015 - Present
Merrill Lynch   November 2014 - February 2015
Viacom  August 2014 - October 2014
University of Rochester  September 2013 - December 2013
University of Rochester  January 2012 - May 2012
Vanderbilt University  May 2008 - July 2008

Skills
Statistics, Mathematica, R, SAS, LaTeX, Experimental Design, Stata, Statistical Modeling, Matlab, Data Analysis, Mathematical Modeling, SPSS, Machine Learning, Quantitative Analytics, Data Mining, Biostatistics, Monte Carlo Simulation, Algorithms, Econometrics, Time Series Analysis, Accounting

Education
University of Rochester   2009 — 2013
Bachelor's degree, Statistics

Father Ryan High School   2005 — 2009

Vanderbilt University

Vanderbilt University

Mary Dugan Sheridan Mary Dugan Sheridan New York, New York Details
Mary Dugan Sheridan's Merrill Lynch Experience March 2005 - May 2006
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  May 2006 - Present
Merrill Lynch   March 2005 - May 2006
J&W Seligman  January 2002 - March 2005
Deutsche Bank  March 1994 - June 2001

Skills
CFA, Security Analysis, Securities, Asset Management, Buy-side

Education
New York University, Stern School of Business   1984 — 1989
Master of Business Administration (MBA), Finance, International Business

University of Rochester   1979 — 1983
Bachelor of Arts (BA), Economics

Ken Ritchie Ken Ritchie Rochester, New York Area Details
Ken Ritchie's Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Rochester
Industry Financial Services
Experience
Merrill Lynch   June 2014 - August 2014
AXA Advisors  May 2013 - May 2014
Batavia Muckdogs  June 2013 - September 2013

Education
University of Rochester   2011 — 2015
Bachelor's degree, Business and Economics

Chaminade High School   2007 — 2011
High School Diploma

Jay Blomquist Jay Blomquist Bethesda, Maryland Details
Jay Blomquist's Merrill Lynch Experience January 2000 - February 2006
Job Mortgage Banker at BancStar Mortgage
Industry Financial Services
Experience
BancStar Mortgage   January 2010 - Present
Merrill Lynch   January 2000 - February 2006

Skills
Investments, Investment Properties, Finance, Loans, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Retirement, Series 7, Strategic Planning

Education
University of Richmond   1988 — 1992
Bachelor of Science (BS), Economics

Gonzaga High School   1982 — 1988

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