Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Shashi Aryal Shashi Aryal's Merrill Lynch Experience May 2012 - September 2012
Job Client Service Associate at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. November 2014 - Present
University of San Francisco January 2014 - May 2014
Charles Communications August 2013 - February 2014
University of San Francisco February 2013 - December 2013
Merrill Lynch May 2012 - September 2012
ASUSF Senate May 2011 - May 2012
ASUSF Senate September 2010 - May 2011
Skills
Public Relations, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Office, Marketing, Public Speaking, Budgets, Social Networking, Research, Financial Analysis, Project Management, Excel, Microsoft, Photoshop, Outlook, Project Planning, Social Media, Financial Statement..., Financial Statements, Social Media Advertising, Financial Accounting, Salesforce.com, CisionPoint, FileMaker
Education
University of San Francisco 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Columbine High School 2006 — 2010
Rockefeller & Co., Inc. November 2014 - Present
University of San Francisco January 2014 - May 2014
Charles Communications August 2013 - February 2014
University of San Francisco February 2013 - December 2013
Merrill Lynch May 2012 - September 2012
ASUSF Senate May 2011 - May 2012
ASUSF Senate September 2010 - May 2011
Skills
Public Relations, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Office, Marketing, Public Speaking, Budgets, Social Networking, Research, Financial Analysis, Project Management, Excel, Microsoft, Photoshop, Outlook, Project Planning, Social Media, Financial Statement..., Financial Statements, Social Media Advertising, Financial Accounting, Salesforce.com, CisionPoint, FileMaker
Education
University of San Francisco 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Columbine High School 2006 — 2010
Margoth Romero Margoth Romero's Merrill Lynch Experience September 2010 - December 2010
Job Associate at Delphi Private Advisors
Industry Financial Services
Experience
Delphi Private Advisors April 2013 - Present
Vanguard August 2012 - April 2013
LPL Financial March 2011 - June 2012
Andrew Arroyo Investments February 2012 - May 2012
Merrill Lynch September 2010 - December 2010
World Trade Center Santiago June 2010 - August 2010
South County Economic Development Council May 2009 - August 2009
Ernst & Young June 2005 - August 2005
Skills
Market Research, Bloomberg, Microsoft Office, Customer Service, Money Management, Negotiation, Social Media, Siebel, International Trade, Smarterm Beta Software, RemitPro Software, Cash Management, Series 6, Series 63, Series 65
Education
University of San Diego 2006 — 2011
BBA, Business Economics and Finance
Delphi Private Advisors April 2013 - Present
Vanguard August 2012 - April 2013
LPL Financial March 2011 - June 2012
Andrew Arroyo Investments February 2012 - May 2012
Merrill Lynch September 2010 - December 2010
World Trade Center Santiago June 2010 - August 2010
South County Economic Development Council May 2009 - August 2009
Ernst & Young June 2005 - August 2005
Skills
Market Research, Bloomberg, Microsoft Office, Customer Service, Money Management, Negotiation, Social Media, Siebel, International Trade, Smarterm Beta Software, RemitPro Software, Cash Management, Series 6, Series 63, Series 65
Education
University of San Diego 2006 — 2011
BBA, Business Economics and Finance
Sarah O'Sullivan Sarah O'Sullivan's Merrill Lynch Experience April 2012 - July 2015
Job Graduate Assistant at UC Berkeley
Industry Higher Education
Experience
UC Berkeley August 2015 - Present
Merrill Lynch April 2012 - July 2015
University of San Francisco August 2011 - January 2013
Delta Zeta Sorority December 2011 - December 2012
University of San Francisco August 2011 - August 2012
ASUSF Grek Council April 2011 - May 2012
University of San Francisco January 2011 - June 2011
University of San Francisco August 2010 - January 2011
Skills
PowerPoint, Public Speaking, Research, Microsoft Office, Event Planning, Student Affairs, Community Outreach, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Higher Education, Facebook, Marketing Strategy, Program Management, Leadership, Market Research, Analysis, Management
Education
University of San Francisco 2009 — 2013
BS, Finance, General
UC Berkeley August 2015 - Present
Merrill Lynch April 2012 - July 2015
University of San Francisco August 2011 - January 2013
Delta Zeta Sorority December 2011 - December 2012
University of San Francisco August 2011 - August 2012
ASUSF Grek Council April 2011 - May 2012
University of San Francisco January 2011 - June 2011
University of San Francisco August 2010 - January 2011
Skills
PowerPoint, Public Speaking, Research, Microsoft Office, Event Planning, Student Affairs, Community Outreach, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Higher Education, Facebook, Marketing Strategy, Program Management, Leadership, Market Research, Analysis, Management
Education
University of San Francisco 2009 — 2013
BS, Finance, General
Elizabeth Schrader Elizabeth Schrader's Merrill Lynch Experience August 2012 - December 2012
Job Recruiter at Chubb Insurance in Underwriting & Claims
Industry Insurance
Experience
Chubb Group Of Insurance December 2012 - Present
Merrill Lynch August 2012 - December 2012
BMO Harris Bank October 2007 - July 2012
Minnehaha States Attorney's Office- Juvenile Court January 2007 - May 2007
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Talent Management, Employee Relations, Onboarding, Human Resources, College Recruiting, Performance Management, Internet Recruiting, Employee Benefits, Customer Service, Insurance, Customer Satisfaction, Taleo, Workers Compensation, Leadership, Strategy
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Chubb Group Of Insurance December 2012 - Present
Merrill Lynch August 2012 - December 2012
BMO Harris Bank October 2007 - July 2012
Minnehaha States Attorney's Office- Juvenile Court January 2007 - May 2007
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Talent Management, Employee Relations, Onboarding, Human Resources, College Recruiting, Performance Management, Internet Recruiting, Employee Benefits, Customer Service, Insurance, Customer Satisfaction, Taleo, Workers Compensation, Leadership, Strategy
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Mero Marme Mero Marme's Merrill Lynch Experience June 2008 - August 2008
Job Attorney at Dentons
Industry Legal Services
Experience
Dentons July 2015 - Present
McKenna Long & Aldridge LLP October 2014 - June 2015
McKenna Long & Aldridge LLP May 2013 - July 2013
TechLaw LLP May 2012 - August 2012
University of San Diego School of Law May 2012 - August 2012
GEICO September 2010 - June 2011
GEICO June 2009 - August 2010
Merrill Lynch June 2008 - August 2008
Santa Barbara County District Attorney June 2008 - August 2008
Skills
Legal Research, Legal Writing, Oral Advocacy, Analysis, Intellectual Property, Courts, Westlaw, Research, Trademarks, Lexis, Corporate Law, Insurance, Estate Planning, Legal Issues, Real Estate, Negotiation, Document Review, Editing, Legal Assistance, Civil Litigation, Appeals, Mediation
Education
University of San Diego School of Law 2011 — 2014
Juris Doctor (J.D.), Order of the Coif
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), magna cum laude
Dentons July 2015 - Present
McKenna Long & Aldridge LLP October 2014 - June 2015
McKenna Long & Aldridge LLP May 2013 - July 2013
TechLaw LLP May 2012 - August 2012
University of San Diego School of Law May 2012 - August 2012
GEICO September 2010 - June 2011
GEICO June 2009 - August 2010
Merrill Lynch June 2008 - August 2008
Santa Barbara County District Attorney June 2008 - August 2008
Skills
Legal Research, Legal Writing, Oral Advocacy, Analysis, Intellectual Property, Courts, Westlaw, Research, Trademarks, Lexis, Corporate Law, Insurance, Estate Planning, Legal Issues, Real Estate, Negotiation, Document Review, Editing, Legal Assistance, Civil Litigation, Appeals, Mediation
Education
University of San Diego School of Law 2011 — 2014
Juris Doctor (J.D.), Order of the Coif
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), magna cum laude
Randy Ng's Merrill Lynch Experience November 2012 - February 2013
Job Registered Representative
Industry Financial Services
Experience
Industry Leading Brokerage Firm and Bank February 2014 - Present
Visually January 2014 - January 2014
University of San Francisco January 2012 - December 2013
United Way of the Bay Area September 2012 - April 2013
Merrill Lynch November 2012 - February 2013
Delta Sigma Pi Epsilon Tau Pledge Class February 2012 - April 2012
Bank of America September 2009 - January 2012
Bank of America September 2008 - September 2009
Best Buy February 2007 - September 2008
Skills
Banking, Investments, Sales, Customer Service, Management, Microsoft Office, Mandarin, Credit, Tax, Microsoft Excel, Asset Allocation, Leadership, Marketing, Bookkeeping, Customer Retention, Customer Development, Cash Handling, Mac OS X, Windows, Serato, ATX, Accounting, TaxWise, Financial Statement..., Finance, Regulation D, SIPC, FDIC, IRAs, Thompson One, Merlin, AML
Education
University of San Francisco 2012 — 2013
Bachelor of Science (B.S.), McLaren School of Management, Accounting
George Washington High School
Industry Leading Brokerage Firm and Bank February 2014 - Present
Visually January 2014 - January 2014
University of San Francisco January 2012 - December 2013
United Way of the Bay Area September 2012 - April 2013
Merrill Lynch November 2012 - February 2013
Delta Sigma Pi Epsilon Tau Pledge Class February 2012 - April 2012
Bank of America September 2009 - January 2012
Bank of America September 2008 - September 2009
Best Buy February 2007 - September 2008
Skills
Banking, Investments, Sales, Customer Service, Management, Microsoft Office, Mandarin, Credit, Tax, Microsoft Excel, Asset Allocation, Leadership, Marketing, Bookkeeping, Customer Retention, Customer Development, Cash Handling, Mac OS X, Windows, Serato, ATX, Accounting, TaxWise, Financial Statement..., Finance, Regulation D, SIPC, FDIC, IRAs, Thompson One, Merlin, AML
Education
University of San Francisco 2012 — 2013
Bachelor of Science (B.S.), McLaren School of Management, Accounting
George Washington High School
Heather Stickney Heather Stickney's Merrill Lynch Experience September 2010 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Osterweis Capital Management February 2010 - July 2010
Wells Fargo Advisors, LLC June 2009 - February 2010
Merrill Lynch July 2005 - April 2009
Bay Area News Group April 2005 - July 2005
The Press Democrat/Savor Wine Country Magazine February 2003 - July 2004
Smith Barney March 2001 - February 2003
Merrill Lynch April 2000 - March 2001
Merrill Lynch February 1994 - April 1999
Skills
Marketing, Salesforce.com, Relationship Management, Business Development, Account Management, Event Management, ThomsonOne, Client Liaison, Inside Sales, Client Rapport, Notary Public, Client Centered, Multi-Tasking, Results Oriented
Education
University of San Francisco
Bachelor of Science
Merrill Lynch September 2010 - Present
Osterweis Capital Management February 2010 - July 2010
Wells Fargo Advisors, LLC June 2009 - February 2010
Merrill Lynch July 2005 - April 2009
Bay Area News Group April 2005 - July 2005
The Press Democrat/Savor Wine Country Magazine February 2003 - July 2004
Smith Barney March 2001 - February 2003
Merrill Lynch April 2000 - March 2001
Merrill Lynch February 1994 - April 1999
Skills
Marketing, Salesforce.com, Relationship Management, Business Development, Account Management, Event Management, ThomsonOne, Client Liaison, Inside Sales, Client Rapport, Notary Public, Client Centered, Multi-Tasking, Results Oriented
Education
University of San Francisco
Bachelor of Science
Natalie Rivas Natalie Rivas's Merrill Lynch Experience August 2015 - Present
Job Administrative Assistant III at Merrill Lynch
Industry Staffing and Recruiting
Experience
Merrill Lynch August 2015 - Present
Major, Lindsey & Africa March 2013 - August 2015
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Google Docs, Data Entry, POS, MaxHire, FileMaker, Google Calendar, Spanish, Food Safety, ATS, I-9 verification, Concur, Hoovers, Leopard Solutions, ZoomInfo, PeopleSoft, PeopleSoft Financial, Time & Expense, Applicant Tracking..., Customer Service, Talent Acquisition, Management, Interviews, Recruiting
Education
University of San Francisco 2008 — 2013
Bachelor’s Degree, Communication, General
Merrill Lynch August 2015 - Present
Major, Lindsey & Africa March 2013 - August 2015
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Google Docs, Data Entry, POS, MaxHire, FileMaker, Google Calendar, Spanish, Food Safety, ATS, I-9 verification, Concur, Hoovers, Leopard Solutions, ZoomInfo, PeopleSoft, PeopleSoft Financial, Time & Expense, Applicant Tracking..., Customer Service, Talent Acquisition, Management, Interviews, Recruiting
Education
University of San Francisco 2008 — 2013
Bachelor’s Degree, Communication, General
Marc Gamberdella Marc Gamberdella's Merrill Lynch Experience April 2009 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Smith Barney February 1997 - April 2009
Hatch & Parent 1995 - 1997
Bonne, Bridges, Mueller, O'Keefe & Nichols 1993 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Financial Advisory, Series 63, Financial Planners, Financial Services, Life Insurance
Education
University of San Diego School of Law 1990 — 1993
Juris Doctorate, Law
University of Southern California 1988 — 1990
BA, English, Philosophy
San Marcos High School 1982 — 1986
Merrill Lynch April 2009 - Present
Smith Barney February 1997 - April 2009
Hatch & Parent 1995 - 1997
Bonne, Bridges, Mueller, O'Keefe & Nichols 1993 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Financial Advisory, Series 63, Financial Planners, Financial Services, Life Insurance
Education
University of San Diego School of Law 1990 — 1993
Juris Doctorate, Law
University of Southern California 1988 — 1990
BA, English, Philosophy
San Marcos High School 1982 — 1986
Ryan Wells's Merrill Lynch Experience July 2002 - April 2014
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Gordian Wealth Advisors May 2014 - October 2014
Merrill Lynch July 2002 - April 2014
Robertson Stephens June 1999 - July 2002
Education
University of San Diego 1993 — 1998
RBC Wealth Management October 2014 - Present
Gordian Wealth Advisors May 2014 - October 2014
Merrill Lynch July 2002 - April 2014
Robertson Stephens June 1999 - July 2002
Education
University of San Diego 1993 — 1998
Eddy Gutierrez Eddy Gutierrez's Merrill Lynch Experience 2009 - Present
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Brett Hundley, CFA Brett Hundley, CFA's Merrill Lynch Experience September 2004 - May 2006
Job Equity Research Analyst at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets June 2013 - Present
BB&T Capital Markets June 2006 - May 2013
Merrill Lynch September 2004 - May 2006
Skills
Equity Research, Equity Valuation, Capital Markets, Bloomberg, Valuation, Equities, Financial Modeling, DCF, Derivatives, Hedge Funds, Corporate Finance, Investments, Business Valuation, Asset Management, Financial Analysis
Education
University of Scranton 2000 — 2004
Bachelor of Science (BS), Finance, General
Malvern Prep 1994 — 2000
BB&T Capital Markets June 2013 - Present
BB&T Capital Markets June 2006 - May 2013
Merrill Lynch September 2004 - May 2006
Skills
Equity Research, Equity Valuation, Capital Markets, Bloomberg, Valuation, Equities, Financial Modeling, DCF, Derivatives, Hedge Funds, Corporate Finance, Investments, Business Valuation, Asset Management, Financial Analysis
Education
University of Scranton 2000 — 2004
Bachelor of Science (BS), Finance, General
Malvern Prep 1994 — 2000
Cecile Nicole Echiverri Cecile Nicole Echiverri's Merrill Lynch Experience October 2009 - December 2009
Job Sr. Drug Safety Coordinator at Onyx Pharmaceuticals
Industry Biotechnology
Experience
Amgen April 2013 - Present
Veracyte, Inc. November 2011 - April 2013
Genentech August 2010 - August 2011
Louis Vuitton LVMH North America June 2010 - August 2010
Merrill Lynch October 2009 - December 2009
City and County of San Francisco January 2009 - May 2009
University of San Francisco May 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Managed Care, Biotechnology, Clinical Research, Healthcare, Molecular Diagnostics, Corporate Retail, Merchandising, Microsoft Word, Research, Salesforce.com, Software Documentation, Training
Education
University of San Francisco 2006 — 2009
B.S, Business Administration; International Business
Notre Dame San Jose Highschool 2001 — 2005
Amgen April 2013 - Present
Veracyte, Inc. November 2011 - April 2013
Genentech August 2010 - August 2011
Louis Vuitton LVMH North America June 2010 - August 2010
Merrill Lynch October 2009 - December 2009
City and County of San Francisco January 2009 - May 2009
University of San Francisco May 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Managed Care, Biotechnology, Clinical Research, Healthcare, Molecular Diagnostics, Corporate Retail, Merchandising, Microsoft Word, Research, Salesforce.com, Software Documentation, Training
Education
University of San Francisco 2006 — 2009
B.S, Business Administration; International Business
Notre Dame San Jose Highschool 2001 — 2005
Caleb Porter Caleb Porter's Merrill Lynch Experience April 2008 - Present
Job Senior VP
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Smith Barney December 2004 - April 2008
Skills
Series 7, Equities, Asset Allocation, Wealth Management, Asset Management, Investments
Education
University of San Francisco 1999 — 2001
BS, Finance
Merrill Lynch April 2008 - Present
Smith Barney December 2004 - April 2008
Skills
Series 7, Equities, Asset Allocation, Wealth Management, Asset Management, Investments
Education
University of San Francisco 1999 — 2001
BS, Finance
Irene Anvarpour Irene Anvarpour's Merrill Lynch Experience August 2012 - February 2013
Job .
Industry Design
Experience
Merrill Lynch August 2012 - February 2013
Bank of America 2009 - August 2012
Studio New Design ( khaneye tarhe no) October 2006 - September 2008
Skills
Interior Architecture, AutoCAD, Microsoft Office, Microsoft Word, Photoshop, Rendering, Microsoft Excel
Education
University of Santo Tomas 2002 — 2006
Bachelor of Science, Interior Design
Merrill Lynch August 2012 - February 2013
Bank of America 2009 - August 2012
Studio New Design ( khaneye tarhe no) October 2006 - September 2008
Skills
Interior Architecture, AutoCAD, Microsoft Office, Microsoft Word, Photoshop, Rendering, Microsoft Excel
Education
University of Santo Tomas 2002 — 2006
Bachelor of Science, Interior Design
Anoop Lall's Merrill Lynch Experience May 2004 - August 2004
Job Director at PWC
Industry Financial Services
Experience
PwC May 2007 - Present
KPMG June 2005 - April 2007
FT partners September 2004 - December 2004
Merrill Lynch May 2004 - August 2004
PWC India July 1999 - July 2002
Skills
Financial Modeling, Financial Analysis, Structured Finance, Structured Products, Valuation, Financial Reporting, Management, Auditing, Due Diligence, Finance, Internal Audit, Accounting, Internal Controls, Corporate Finance, SEC filings, Risk Management, GAAP, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Analysis, IFRS, Tax
Education
CPA 2005 — 2005
CPA - CA, CPA - NY, Accountancy
University of San Francisco - School of Management 2003 — 2005
MBA, Finance
Institute of Chartered Accountants of India 1997 — 2002
CA, Chartered Accountancy
Sri Ram College of Commerce 1996 — 1999
B.Com(H), Business/Commerce
PwC May 2007 - Present
KPMG June 2005 - April 2007
FT partners September 2004 - December 2004
Merrill Lynch May 2004 - August 2004
PWC India July 1999 - July 2002
Skills
Financial Modeling, Financial Analysis, Structured Finance, Structured Products, Valuation, Financial Reporting, Management, Auditing, Due Diligence, Finance, Internal Audit, Accounting, Internal Controls, Corporate Finance, SEC filings, Risk Management, GAAP, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Analysis, IFRS, Tax
Education
CPA 2005 — 2005
CPA - CA, CPA - NY, Accountancy
University of San Francisco - School of Management 2003 — 2005
MBA, Finance
Institute of Chartered Accountants of India 1997 — 2002
CA, Chartered Accountancy
Sri Ram College of Commerce 1996 — 1999
B.Com(H), Business/Commerce
Milton Medina Milton Medina's Merrill Lynch Experience 2007 - 2010
Job Manager in PwC’s Financial Services (FS) Risk and Regulatory Practice at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC May 2013 - Present
PricewaterhouseCoopers June 2010 - May 2013
Bank of America June 2009 - June 2010
Merrill Lynch 2007 - 2010
Skills
Relationship Development, Business Relationship..., Business Strategy, Analytics, Sales Support, Performance Excellence, Excel, Staff Training, Mentoring, Sales Operations, Management
Education
University of Scranton 2002 — 2006
B.S. Marketing, Marketing
ITHS 1999 — 2002
PwC July 2015 - Present
PwC May 2013 - Present
PricewaterhouseCoopers June 2010 - May 2013
Bank of America June 2009 - June 2010
Merrill Lynch 2007 - 2010
Skills
Relationship Development, Business Relationship..., Business Strategy, Analytics, Sales Support, Performance Excellence, Excel, Staff Training, Mentoring, Sales Operations, Management
Education
University of Scranton 2002 — 2006
B.S. Marketing, Marketing
ITHS 1999 — 2002
Josee Sirois Josee Sirois's Merrill Lynch Experience July 2008 - December 2008
Job Former Content Associate at Axioma
Industry Financial Services
Experience
Self-Employed June 2011 - Present
The World Bank July 2011 - October 2011
Axioma Inc. September 2009 - June 2011
Merrill Lynch July 2008 - December 2008
Consulate General of Canada October 2006 - March 2007
Cushman & Wakefield September 2005 - June 2006
Skills
Equities, Fixed Income Analysis, Commercial Real Estate, real estate market..., Reporting & Analysis, Report Writing, Economic Research, Quantitative Analytics, Data Mining, Data Quality, Project Coordination, Time Management, Analysis, Highly detail oriented, Analytical Skills, Marketing, Client Relations Skills, Event Planning, Bloomberg Terminal, Microsoft Excel, SQL, Stata, Translation, Research
Education
UC Berkeley Extension 2013 — 2013
Technical Training, Quantitative Analysis: Data Mining using SQL
University of San Francisco 2006 — 2008
Master of Arts (M.A.), Financial Economics, 4.0
Universite du Quebec a Montreal 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.6
Self-Employed June 2011 - Present
The World Bank July 2011 - October 2011
Axioma Inc. September 2009 - June 2011
Merrill Lynch July 2008 - December 2008
Consulate General of Canada October 2006 - March 2007
Cushman & Wakefield September 2005 - June 2006
Skills
Equities, Fixed Income Analysis, Commercial Real Estate, real estate market..., Reporting & Analysis, Report Writing, Economic Research, Quantitative Analytics, Data Mining, Data Quality, Project Coordination, Time Management, Analysis, Highly detail oriented, Analytical Skills, Marketing, Client Relations Skills, Event Planning, Bloomberg Terminal, Microsoft Excel, SQL, Stata, Translation, Research
Education
UC Berkeley Extension 2013 — 2013
Technical Training, Quantitative Analysis: Data Mining using SQL
University of San Francisco 2006 — 2008
Master of Arts (M.A.), Financial Economics, 4.0
Universite du Quebec a Montreal 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.6
Nicolas Ciobanu Nicolas Ciobanu's Merrill Lynch Experience August 2008 - December 2008
Job Senior Financial Analyst at Levi Strauss & Co.
Industry Financial Services
Experience
Levi Strauss & Co. January 2015 - Present
Gap Inc./Banana Republic February 2014 - December 2014
Gap Inc./Gap March 2011 - February 2014
Ubisoft December 2009 - March 2010
Merrill Lynch August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Analysis, Leadership, Essbase, Visual Basic, Equity Valuation, Portfolio Management, Financial Reporting, Data Analysis, Microsoft Excel, Budgets, Bloomberg, Investments, Equities, Excel, ActionScript, PowerPoint, VBA, Word, Outlook, Microsoft Office, Spreadsheets, Market Research, Financial Forecasting, Account Reconciliation, Management, Sarbanes-Oxley Act, Bloomberg Terminal, Budgeting, Statistics, Business Analysis, Research, Asset Management, Fixed Income, Romanian, Capital Budgeting
Education
University of San Francisco - School of Management 2009 — 2010
MS, Finance Analysis
University of San Francisco 2006 — 2008
BS, Finance
Levi Strauss & Co. January 2015 - Present
Gap Inc./Banana Republic February 2014 - December 2014
Gap Inc./Gap March 2011 - February 2014
Ubisoft December 2009 - March 2010
Merrill Lynch August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Analysis, Leadership, Essbase, Visual Basic, Equity Valuation, Portfolio Management, Financial Reporting, Data Analysis, Microsoft Excel, Budgets, Bloomberg, Investments, Equities, Excel, ActionScript, PowerPoint, VBA, Word, Outlook, Microsoft Office, Spreadsheets, Market Research, Financial Forecasting, Account Reconciliation, Management, Sarbanes-Oxley Act, Bloomberg Terminal, Budgeting, Statistics, Business Analysis, Research, Asset Management, Fixed Income, Romanian, Capital Budgeting
Education
University of San Francisco - School of Management 2009 — 2010
MS, Finance Analysis
University of San Francisco 2006 — 2008
BS, Finance
Jared Rohe Jared Rohe's Merrill Lynch Experience September 2012 - December 2012
Job Software Engineer at HP
Industry Computer Software
Experience
HP March 2015 - Present
Mathematics Department June 2013 - March 2015
University of San Francisco August 2011 - March 2015
Devleoper Week AccelerateSF 2015 Hackathon February 2015 - February 2015
University of San Francisco Tutoring Center January 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Skills
Research, Public Speaking, Java, Python, Unix, Matlab, Data Analysis, Photoshop, Mathematica, C, JavaScript, HTML, MPI, Pthreads, Linux, Bash Scripting
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS), Mathematics, 3.88 GPA
HP March 2015 - Present
Mathematics Department June 2013 - March 2015
University of San Francisco August 2011 - March 2015
Devleoper Week AccelerateSF 2015 Hackathon February 2015 - February 2015
University of San Francisco Tutoring Center January 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Skills
Research, Public Speaking, Java, Python, Unix, Matlab, Data Analysis, Photoshop, Mathematica, C, JavaScript, HTML, MPI, Pthreads, Linux, Bash Scripting
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS), Mathematics, 3.88 GPA
Max Ball's Merrill Lynch Experience June 2009 - September 2009
Job President at Hashtap
Industry Information Technology and Services
Experience
Hashtap iOS App August 2015 - Present
BluEvo June 2014 - Present
University of San Diego Venture Vetting Entrepreneurship Competition April 2012 - Present
Approach Mobile August 2010 - Present
Custom App Ventures May 2012 - Present
Merrill Lynch June 2009 - September 2009
Skills
Mobile Application..., Mobile Application..., QR Solutions, Product Development, Investments, mobile applications, Strategic Partnerships, Entrepreneurship, Business Strategy, Marketing, Competitive Analysis, Mobile Applications, Management, E-commerce, Start-ups, Business Development, Business Analysis, Project Planning, Online Marketing, WordPress, Leadership, Project Management, PowerPoint, Social Networking, Microsoft Office, Social Media, Social Media Marketing
Education
University of San Diego
Bachelor of Business Administration (B.B.A.)
Hashtap iOS App August 2015 - Present
BluEvo June 2014 - Present
University of San Diego Venture Vetting Entrepreneurship Competition April 2012 - Present
Approach Mobile August 2010 - Present
Custom App Ventures May 2012 - Present
Merrill Lynch June 2009 - September 2009
Skills
Mobile Application..., Mobile Application..., QR Solutions, Product Development, Investments, mobile applications, Strategic Partnerships, Entrepreneurship, Business Strategy, Marketing, Competitive Analysis, Mobile Applications, Management, E-commerce, Start-ups, Business Development, Business Analysis, Project Planning, Online Marketing, WordPress, Leadership, Project Management, PowerPoint, Social Networking, Microsoft Office, Social Media, Social Media Marketing
Education
University of San Diego
Bachelor of Business Administration (B.B.A.)
Valerie Bolch Pimenta's Merrill Lynch Experience June 1998 - May 1999
Job
Industry Financial Services
Experience
Fisher Investments January 2011 - Present
Fisher Investments January 2007 - December 2010
Fisher Investments February 2005 - December 2006
Fisher Investments June 2002 - January 2005
LPL Financial June 1999 - May 2002
Merrill Lynch June 1998 - May 1999
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.)
Westmont College 1996 — 1998
Bachelor of Arts (B.A.), Economics and Business
Fisher Investments January 2011 - Present
Fisher Investments January 2007 - December 2010
Fisher Investments February 2005 - December 2006
Fisher Investments June 2002 - January 2005
LPL Financial June 1999 - May 2002
Merrill Lynch June 1998 - May 1999
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.)
Westmont College 1996 — 1998
Bachelor of Arts (B.A.), Economics and Business
Ega Widjaja Ega Widjaja's Merrill Lynch Experience September 2009 - December 2009
Job Reporting and Credit Analyst at SuccessFactors
Industry Higher Education
Experience
SuccessFactors, an SAP Company September 2012 - Present
Patelco Credit Union January 2010 - January 2011
Merrill Lynch September 2009 - December 2009
University of San Francisco September 2007 - December 2009
Pandaan Arta Jaya Bank, Indonesia June 2009 - August 2009
Skills
Financial Analysis, Accounts Payable, Internal Audit, Journal Entries, Credit Analysis, Accounting, Microsoft Excel, Financial Reporting, Financial Modeling, Financial Statements, Auditing, QuickBooks, PowerPoint, Internal Controls, Strategic Financial...
Education
University of San Francisco 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship and Finance, 3.95
University of San Francisco 2006 — 2009
Bachelor of Science (B.S.), Accounting, 3.71
SuccessFactors, an SAP Company September 2012 - Present
Patelco Credit Union January 2010 - January 2011
Merrill Lynch September 2009 - December 2009
University of San Francisco September 2007 - December 2009
Pandaan Arta Jaya Bank, Indonesia June 2009 - August 2009
Skills
Financial Analysis, Accounts Payable, Internal Audit, Journal Entries, Credit Analysis, Accounting, Microsoft Excel, Financial Reporting, Financial Modeling, Financial Statements, Auditing, QuickBooks, PowerPoint, Internal Controls, Strategic Financial...
Education
University of San Francisco 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship and Finance, 3.95
University of San Francisco 2006 — 2009
Bachelor of Science (B.S.), Accounting, 3.71
David Minucci's Merrill Lynch Experience December 1991 - November 1997
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2001 - Present
Citigroup October 1999 - September 2001
GMAC Commercial Mortgage November 1997 - April 1999
Merrill Lynch December 1991 - November 1997
Skills
Financial Reporting, Reporting & Analysis, Forecasting, Budgeting, Capital Markets, Financial Analysis, Business Analysis, Mortgage Banking, Risk Analysis, Portfolio Management, Asset Management, Operations, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1987 — 1991
BS, Finance
St Joseph's High School (Metuchen, NJ) 1984 — 1987
JPMorgan Chase September 2001 - Present
Citigroup October 1999 - September 2001
GMAC Commercial Mortgage November 1997 - April 1999
Merrill Lynch December 1991 - November 1997
Skills
Financial Reporting, Reporting & Analysis, Forecasting, Budgeting, Capital Markets, Financial Analysis, Business Analysis, Mortgage Banking, Risk Analysis, Portfolio Management, Asset Management, Operations, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1987 — 1991
BS, Finance
St Joseph's High School (Metuchen, NJ) 1984 — 1987
Melissa Bender Simrell's Merrill Lynch Experience August 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
Merrill Lynch August 2006 - Present
Skills
Financial Planning, Retirement Planning, Estate Planning
Education
University of Scranton 1998 — 2004
B.S.
Scranton Preparatory School 1994 — 1998
Merrill Lynch August 2006 - Present
Merrill Lynch August 2006 - Present
Skills
Financial Planning, Retirement Planning, Estate Planning
Education
University of Scranton 1998 — 2004
B.S.
Scranton Preparatory School 1994 — 1998
Rita Waite's Merrill Lynch Experience February 2011 - May 2011
Job Growth Strategy Sr. Analyst at Juniper Networks
Industry Computer Networking
Experience
Juniper Networks July 2015 - Present
Juniper Networks July 2014 - June 2015
Juniper Networks October 2011 - July 2014
Juniper Networks June 2011 - September 2011
Merrill Lynch February 2011 - May 2011
Student International Business Council October 2007 - May 2011
Banco de Investimento Global June 2010 - August 2010
Skills
Economics, Financial Analysis, Research, Market Research, PowerPoint, Microsoft Excel, Competitive Analysis, Economic Data Analysis, Languages, Business Strategy, Management, Business Development, Strategic Planning, Analysis
Education
University of San Diego 2007 — 2011
Bachelor of Arts, Economics
Juniper Networks July 2015 - Present
Juniper Networks July 2014 - June 2015
Juniper Networks October 2011 - July 2014
Juniper Networks June 2011 - September 2011
Merrill Lynch February 2011 - May 2011
Student International Business Council October 2007 - May 2011
Banco de Investimento Global June 2010 - August 2010
Skills
Economics, Financial Analysis, Research, Market Research, PowerPoint, Microsoft Excel, Competitive Analysis, Economic Data Analysis, Languages, Business Strategy, Management, Business Development, Strategic Planning, Analysis
Education
University of San Diego 2007 — 2011
Bachelor of Arts, Economics
Cedric Myles Cedric Myles's Merrill Lynch Experience October 2010 - July 2012
Job Financial Advisor at AIG Financial Network
Industry Financial Services
Experience
AIG January 2015 - Present
Strategic Wealth Specialists January 2013 - June 2014
Merrill Lynch October 2010 - July 2012
Comcast Cable April 1996 - April 2009
Mobile Community Acction August 1992 - June 1995
Dean Witter Reynolds October 1986 - November 1988
Internal Revenue Service March 1984 - October 1986
Skills
Customer Service, Wealth Management, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
University of South Alabama 1977 — 1981
B. S., Finance
AIG January 2015 - Present
Strategic Wealth Specialists January 2013 - June 2014
Merrill Lynch October 2010 - July 2012
Comcast Cable April 1996 - April 2009
Mobile Community Acction August 1992 - June 1995
Dean Witter Reynolds October 1986 - November 1988
Internal Revenue Service March 1984 - October 1986
Skills
Customer Service, Wealth Management, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
University of South Alabama 1977 — 1981
B. S., Finance
Suzie Kiser's Merrill Lynch Experience May 2008 - August 2008
Job Attorney
Industry Law Practice
Experience
Pennington Law Firm, LLC September 2013 - March 2014
South Carolina Court of Appeals December 2012 - September 2013
South Carolina Court of Appeals December 2012 - September 2013
Moore, Taylor and Thomas, P.A. May 2010 - June 2012
University of South Carolina School of Law July 2011 - May 2012
Medical University of South Carolina December 2011 - January 2012
University of South Carolina School of Law August 2010 - July 2011
Palmetto GBA January 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - July 2008
Skills
Investments, Policy Analysis, Research, Legal Writing, Legal Research, Westlaw, Public Policy, Government, PowerPoint, Fundraising, Microsoft Office, Social Media, Microsoft Excel, Editing, Criminal Law, Lexis, Litigation, Politics
Education
University of South Carolina School of Law 2009 — 2012
JD, Law
University of South Carolina - The Moore School of Business 2004 — 2008
BS, Investment Finance, Political Science
Cardinal Newman School 1999 — 2008
Pennington Law Firm, LLC September 2013 - March 2014
South Carolina Court of Appeals December 2012 - September 2013
South Carolina Court of Appeals December 2012 - September 2013
Moore, Taylor and Thomas, P.A. May 2010 - June 2012
University of South Carolina School of Law July 2011 - May 2012
Medical University of South Carolina December 2011 - January 2012
University of South Carolina School of Law August 2010 - July 2011
Palmetto GBA January 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - July 2008
Skills
Investments, Policy Analysis, Research, Legal Writing, Legal Research, Westlaw, Public Policy, Government, PowerPoint, Fundraising, Microsoft Office, Social Media, Microsoft Excel, Editing, Criminal Law, Lexis, Litigation, Politics
Education
University of South Carolina School of Law 2009 — 2012
JD, Law
University of South Carolina - The Moore School of Business 2004 — 2008
BS, Investment Finance, Political Science
Cardinal Newman School 1999 — 2008
Tanya Kulberg Tanya Kulberg's Merrill Lynch Experience 2004 - 2004
Job Vice President Private Banking Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Jim Isaac Jim Isaac's Merrill Lynch Experience 1999 - 2000
Job Training Specialist at Tax Compliance, Inc.
Industry Information Technology and Services
Experience
Tax Compliance, Inc. August 2007 - Present
Harland Financial Solutions 2003 - 2007
Wells Fargo Home Mortgage 2002 - 2003
21st Century Financial Systems 2001 - 2001
Merrill Lynch 1999 - 2000
Skills
Donuts, Office Olympics, Hands-on Training, Software Documentation, WebEx, Training, E-Learning, Captivate, Outlook, Salesforce.com, Microsoft CRM, PTMS, Microsoft Excel, FrameMaker, PowerPoint, Presentation Development, End User Training, Training & Development, Technical Writing, SharePoint, Technical Support, Visio, SaaS, Sickness Absence..., Sound Effects, Microsoft Office 2007, VBScript, Apple Macintosh, Word, Excel, Software Installation, Software Training, Hardware Installation, Group Presentations, Customer Presentations, End User Support, Online Training, Training Delivery, LicenseHQ, New PTMS, Legacy PTMS, Hybrid PTMS, Learning, Business Travel, Adventure Travel, Travel
Education
University of San Francisco 1994 — 1996
Bachelor of Science, Business Administration
St. Francis 1986 — 1990
Tax Compliance, Inc. August 2007 - Present
Harland Financial Solutions 2003 - 2007
Wells Fargo Home Mortgage 2002 - 2003
21st Century Financial Systems 2001 - 2001
Merrill Lynch 1999 - 2000
Skills
Donuts, Office Olympics, Hands-on Training, Software Documentation, WebEx, Training, E-Learning, Captivate, Outlook, Salesforce.com, Microsoft CRM, PTMS, Microsoft Excel, FrameMaker, PowerPoint, Presentation Development, End User Training, Training & Development, Technical Writing, SharePoint, Technical Support, Visio, SaaS, Sickness Absence..., Sound Effects, Microsoft Office 2007, VBScript, Apple Macintosh, Word, Excel, Software Installation, Software Training, Hardware Installation, Group Presentations, Customer Presentations, End User Support, Online Training, Training Delivery, LicenseHQ, New PTMS, Legacy PTMS, Hybrid PTMS, Learning, Business Travel, Adventure Travel, Travel
Education
University of San Francisco 1994 — 1996
Bachelor of Science, Business Administration
St. Francis 1986 — 1990
David J. Cereghino David J. Cereghino's Merrill Lynch Experience November 2009 - Present
Job Wealth Management Specialist
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Education
University of San Francisco 1992 — 1996
Finance, Business Administration and Economics
Bellarmine College Preparatory 1988 — 1992
Merrill Lynch November 2009 - Present
Education
University of San Francisco 1992 — 1996
Finance, Business Administration and Economics
Bellarmine College Preparatory 1988 — 1992
Bjorn Borgenhard Bjorn Borgenhard's Merrill Lynch Experience June 1995 - December 2002
Job Commercial Real Estate & Finance Professional
Industry Commercial Real Estate
Experience
LNR Partners, LLC June 2003 - June 2015
Merrill Lynch June 1995 - December 2002
Omega Financial Services June 1993 - June 1995
Pillar Real Estate Services June 1988 - May 1993
Stockton/Southwest Savings September 1984 - May 1988
Skills
Due Diligence, Underwriting, Origination, Real Estate, Investments, Negotiation, Workout, Loans, Portfolio Management, Securitization, Real Estate Finance, Structuring, Financial Analysis, Credit Analysis, Valuation, Capital Markets, Asset Management, Dispositions, Mortgage Lending, Real Estate Investment, Restructuring, Structured Finance, Commercial Mortgages, Loan Origination, Property Management, Asset Managment, Disposition, Real Estate Economics, Finance, Financial Structuring, CMBS, Commercial Real Estate, Real Estate Financing, MBS, Brokerage, Acquisitions, Credit, Investors, Real Estate Transactions, Commercial Lending, Asset, Investment Properties, Leases, Location Intelligence, Real Estate Development, Mezzanine, Real Estate Private..., Corporate Real Estate, Financial Modeling, Private Equity
Education
University of San Francisco 1983 — 1984
Master of Business Administration (MBA), Finance & Banking, 3.94
University of San Francisco 1980 — 1983
Bachelor of Science (BS), Business, Finance, Banking, 3.96
Dr. Pfister 1974 — 1978
Swiss Maturite Federale, Science & Languages
LNR Partners, LLC June 2003 - June 2015
Merrill Lynch June 1995 - December 2002
Omega Financial Services June 1993 - June 1995
Pillar Real Estate Services June 1988 - May 1993
Stockton/Southwest Savings September 1984 - May 1988
Skills
Due Diligence, Underwriting, Origination, Real Estate, Investments, Negotiation, Workout, Loans, Portfolio Management, Securitization, Real Estate Finance, Structuring, Financial Analysis, Credit Analysis, Valuation, Capital Markets, Asset Management, Dispositions, Mortgage Lending, Real Estate Investment, Restructuring, Structured Finance, Commercial Mortgages, Loan Origination, Property Management, Asset Managment, Disposition, Real Estate Economics, Finance, Financial Structuring, CMBS, Commercial Real Estate, Real Estate Financing, MBS, Brokerage, Acquisitions, Credit, Investors, Real Estate Transactions, Commercial Lending, Asset, Investment Properties, Leases, Location Intelligence, Real Estate Development, Mezzanine, Real Estate Private..., Corporate Real Estate, Financial Modeling, Private Equity
Education
University of San Francisco 1983 — 1984
Master of Business Administration (MBA), Finance & Banking, 3.94
University of San Francisco 1980 — 1983
Bachelor of Science (BS), Business, Finance, Banking, 3.96
Dr. Pfister 1974 — 1978
Swiss Maturite Federale, Science & Languages
Michael Barulich Michael Barulich's Merrill Lynch Experience 2010 - 2010
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
Goldman Sachs March 2012 - September 2012
Fisher Investments June 2011 - August 2011
Merrill Lynch 2010 - 2010
Barulich Dugoni Law Group Inc. 2005 - 2006
Skills
Management
Education
University of San Francisco
Bachelor of Science (BS)
Goldman Sachs March 2012 - September 2012
Fisher Investments June 2011 - August 2011
Merrill Lynch 2010 - 2010
Barulich Dugoni Law Group Inc. 2005 - 2006
Skills
Management
Education
University of San Francisco
Bachelor of Science (BS)
Kyle Negrete's Merrill Lynch Experience June 2012 - July 2012
Job Analyst at Blackstone
Industry Investment Banking
Experience
The Blackstone Group October 2013 - Present
i'mMe September 2014 - Present
Urbane + Gallant January 2013 - Present
Newport Real Estate Services, Inc./NRES August 2013 - September 2013
Chicago Bears, NFL June 2013 - July 2013
University of Southern California Football August 2010 - December 2012
"The Wells Project" July 2011 - August 2012
Merrill Lynch June 2012 - July 2012
Autism Tree Project Foundation February 2009 - January 2012
Caruso Affiliated May 2011 - July 2011
Skills
Non-profits, Community Development, Fundraising, Social Media, Leadership, Team Building, Social Networking, Community Outreach, Public Speaking, Entrepreneurship, Teamwork, Time Management, Team Leadership, Sports, Nonprofits, Facebook, Social Media Marketing, Financial Analysis, Sales, Research, Financial Modeling, Credit Analysis, Capital Markets, High Yield Bonds, Competitive Analysis, Finance
Education
University of Southern California 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
University of San Diego 2008 — 2010
The Blackstone Group October 2013 - Present
i'mMe September 2014 - Present
Urbane + Gallant January 2013 - Present
Newport Real Estate Services, Inc./NRES August 2013 - September 2013
Chicago Bears, NFL June 2013 - July 2013
University of Southern California Football August 2010 - December 2012
"The Wells Project" July 2011 - August 2012
Merrill Lynch June 2012 - July 2012
Autism Tree Project Foundation February 2009 - January 2012
Caruso Affiliated May 2011 - July 2011
Skills
Non-profits, Community Development, Fundraising, Social Media, Leadership, Team Building, Social Networking, Community Outreach, Public Speaking, Entrepreneurship, Teamwork, Time Management, Team Leadership, Sports, Nonprofits, Facebook, Social Media Marketing, Financial Analysis, Sales, Research, Financial Modeling, Credit Analysis, Capital Markets, High Yield Bonds, Competitive Analysis, Finance
Education
University of Southern California 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
University of San Diego 2008 — 2010
Frank Fasano Jr. Frank Fasano Jr.'s Merrill Lynch Experience May 2001 - August 2001
Job VP of Operations at F&F Industrial Equipment Corp. / CoFounder at Golficity.com
Industry Business Supplies and Equipment
Experience
F & F Industrial Equipment Corp. January 2010 - Present
Golficity May 2012 - Present
Industrial Distribution January 2012 - Present
OMinsight.com August 2011 - May 2013
F & F Industrial Equipment Corp. March 2004 - December 2009
First Investors Corporation May 2003 - March 2004
Morgan Stanley May 2002 - August 2002
Merrill Lynch May 2001 - August 2001
Skills
Operations Management, Business Process Design, ERP Software, CRM, Inventory Control, Continuous Improvement, Website Development, Content Strategy, Social Media Marketing, SEO, Supply Chain Management, Business Development, Industrial Distribution, Windows System..., Warehouse Management, Excel, Change Management, CRM Integration, Team Building, Inventory Management, Small Business Marketing, Quality Assurance, Quality Management, Contract Management, IT Operations, IT Management, Supervisory Skills, Wordpress, Human Resources, Outsourcing Management, Warehousing, Vendor Management, E-commerce, Marketing Strategy, Logistics, Purchasing, ERP, Business Process, Strategic Planning, Microsoft Excel
Education
University of Scranton 2008 — 2010
Masters, MBA, Operations Management Specialization, 3.98
University of Scranton 1999 — 2003
Bachelor, Major in Economics, Minor in Finance, 3.49
F & F Industrial Equipment Corp. January 2010 - Present
Golficity May 2012 - Present
Industrial Distribution January 2012 - Present
OMinsight.com August 2011 - May 2013
F & F Industrial Equipment Corp. March 2004 - December 2009
First Investors Corporation May 2003 - March 2004
Morgan Stanley May 2002 - August 2002
Merrill Lynch May 2001 - August 2001
Skills
Operations Management, Business Process Design, ERP Software, CRM, Inventory Control, Continuous Improvement, Website Development, Content Strategy, Social Media Marketing, SEO, Supply Chain Management, Business Development, Industrial Distribution, Windows System..., Warehouse Management, Excel, Change Management, CRM Integration, Team Building, Inventory Management, Small Business Marketing, Quality Assurance, Quality Management, Contract Management, IT Operations, IT Management, Supervisory Skills, Wordpress, Human Resources, Outsourcing Management, Warehousing, Vendor Management, E-commerce, Marketing Strategy, Logistics, Purchasing, ERP, Business Process, Strategic Planning, Microsoft Excel
Education
University of Scranton 2008 — 2010
Masters, MBA, Operations Management Specialization, 3.98
University of Scranton 1999 — 2003
Bachelor, Major in Economics, Minor in Finance, 3.49
Jack Collins Jack Collins's Merrill Lynch Experience January 1993 - March 1999
Job CEO at EV News Report
Industry Media Production
Experience
EV News Report November 2012 - Present
Jack Collins, self-employed March 2001 - Present
UBS March 1999 - March 2001
Merrill Lynch January 1993 - March 1999
Skills
Social Media, Digital Media, Social Media Marketing, Marketing Strategy, Strategic Financial..., Teaching Experience, Journalism, Environmental Issues, Adventure Travel, Athletic Performance, Volunteering
Education
University of San Francisco 2003 — 2005
Teaching Certification, Social Studies Teacher Education
Villanova University 1986 — 1990
Bachelor of Science (B.S.), Finance
EV News Report November 2012 - Present
Jack Collins, self-employed March 2001 - Present
UBS March 1999 - March 2001
Merrill Lynch January 1993 - March 1999
Skills
Social Media, Digital Media, Social Media Marketing, Marketing Strategy, Strategic Financial..., Teaching Experience, Journalism, Environmental Issues, Adventure Travel, Athletic Performance, Volunteering
Education
University of San Francisco 2003 — 2005
Teaching Certification, Social Studies Teacher Education
Villanova University 1986 — 1990
Bachelor of Science (B.S.), Finance
Elizabeth Alterman Elizabeth Alterman's Merrill Lynch Experience July 1993 - November 1994
Job Writer, Editor, Storyteller
Industry Writing and Editing
Experience
CafeMom July 2014 - Present
TheMuse.com April 2014 - Present
CNBC.com, April 2011 - Present
AOL PATCH November 2011 - January 2014
Patch September 2010 - January 2014
BLOOMBERG L.P November 1996 - August 2002
J. B. HANAUER & CO January 1996 - November 1996
J.B. Hanauer & Co. December 1994 - January 1996
Merrill Lynch July 1993 - November 1994
Skills
Blogging, Copywriting, Journalism, Feature Articles, Copy Editing, Editing, Editorial, Creative Writing, Magazines, Freelance Writing, Web Content, Proofreading, Newsletters, Ap Style, Social Media, Press Releases, News Writing, Facebook, Fact-checking, Media Relations, New Media, Newspapers, Headline Writing, Video, Content Development, Publishing, Breaking News, Online Publishing, Storytelling, Content Strategy, Online Journalism, Publicity, Books, AP Style, Content Management, Investigative Reporting, InCopy, Publications, Multimedia, Non-fiction, Speech Writing, Web Editing, Fiction, WordPress, Digital Media, Published Author, Video Editing, Writing
Education
University of Scranton
B.A, English
CafeMom July 2014 - Present
TheMuse.com April 2014 - Present
CNBC.com, April 2011 - Present
AOL PATCH November 2011 - January 2014
Patch September 2010 - January 2014
BLOOMBERG L.P November 1996 - August 2002
J. B. HANAUER & CO January 1996 - November 1996
J.B. Hanauer & Co. December 1994 - January 1996
Merrill Lynch July 1993 - November 1994
Skills
Blogging, Copywriting, Journalism, Feature Articles, Copy Editing, Editing, Editorial, Creative Writing, Magazines, Freelance Writing, Web Content, Proofreading, Newsletters, Ap Style, Social Media, Press Releases, News Writing, Facebook, Fact-checking, Media Relations, New Media, Newspapers, Headline Writing, Video, Content Development, Publishing, Breaking News, Online Publishing, Storytelling, Content Strategy, Online Journalism, Publicity, Books, AP Style, Content Management, Investigative Reporting, InCopy, Publications, Multimedia, Non-fiction, Speech Writing, Web Editing, Fiction, WordPress, Digital Media, Published Author, Video Editing, Writing
Education
University of Scranton
B.A, English
Cheryl Rosario Wong's Merrill Lynch Experience 1996 - 1998
Job President & Senior Financial Advisor at KAN Wealth Management, LLC
Industry Financial Services
Experience
KAN Wealth Management, LLC September 2014 - Present
CONCERT Wealth Management, Inc. - Private Wealth Group November 2011 - January 2015
CONCERT Global Group Ltd. August 2013 - August 2014
CONCERT Capital Management December 2011 - January 2014
Comerica 1998 - 2011
Merrill Lynch 1996 - 1998
Skills
Asset Allocation, Customer Relations, Risk Assessment, Liquidity Management, Financial Planning, Investment Strategies, Wealth Preservation, 401k Rollovers, Strategic Financial..., Relationship Management, Wealth Management..., Customer Service, Finance, Portfolio Management
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration and Finance
KAN Wealth Management, LLC September 2014 - Present
CONCERT Wealth Management, Inc. - Private Wealth Group November 2011 - January 2015
CONCERT Global Group Ltd. August 2013 - August 2014
CONCERT Capital Management December 2011 - January 2014
Comerica 1998 - 2011
Merrill Lynch 1996 - 1998
Skills
Asset Allocation, Customer Relations, Risk Assessment, Liquidity Management, Financial Planning, Investment Strategies, Wealth Preservation, 401k Rollovers, Strategic Financial..., Relationship Management, Wealth Management..., Customer Service, Finance, Portfolio Management
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration and Finance
Stephen Michel Stephen Michel's Merrill Lynch Experience June 1978 - September 1982
Job Senior Consultant at Accounting Management Solutions, Inc.
Industry Accounting
Experience
Accounting Management Solutions, Inc. September 2014 - Present
Global Youth Connect October 2013 - Present
Cardinal Hayes High School March 2009 - August 2013
American International Group September 1982 - October 2008
Merrill Lynch June 1978 - September 1982
Amerace Corporation January 1976 - May 1978
Otis Elevator June 1974 - December 1975
Deloitte & Touche December 1971 - May 1974
Skills
Accounts Payable, Payroll, Non-profits, Financial Reporting, Internal Controls, SEC filings, Accounting, GAAP, Financial Statements, General Ledger, CPA, US GAAP, Insurance, Financial Accounting, Consolidation, Account Reconciliation, Bank Reconciliation, Budgets, Auditing, Variance Analysis, Financial Audits, SEC, Finance, Managerial Finance, Sarbanes-Oxley Act, Tax, Cash Management, Sarbanes-Oxley, Cash Flow, Strategic Financial..., Financial Analysis, Treasury Management, Internal Audit, Tax Accounting, Corporate Tax, Treasury, Nonprofits, Enterprise Risk..., Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, SEC Financial Reporting, IPO, Restructuring, Acquisition Integration, Forecasting, Income Tax, Revenue Recognition, Analysis
Education
University of Scranton 1965 — 1969
BS, Accounting
Accounting Management Solutions, Inc. September 2014 - Present
Global Youth Connect October 2013 - Present
Cardinal Hayes High School March 2009 - August 2013
American International Group September 1982 - October 2008
Merrill Lynch June 1978 - September 1982
Amerace Corporation January 1976 - May 1978
Otis Elevator June 1974 - December 1975
Deloitte & Touche December 1971 - May 1974
Skills
Accounts Payable, Payroll, Non-profits, Financial Reporting, Internal Controls, SEC filings, Accounting, GAAP, Financial Statements, General Ledger, CPA, US GAAP, Insurance, Financial Accounting, Consolidation, Account Reconciliation, Bank Reconciliation, Budgets, Auditing, Variance Analysis, Financial Audits, SEC, Finance, Managerial Finance, Sarbanes-Oxley Act, Tax, Cash Management, Sarbanes-Oxley, Cash Flow, Strategic Financial..., Financial Analysis, Treasury Management, Internal Audit, Tax Accounting, Corporate Tax, Treasury, Nonprofits, Enterprise Risk..., Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, SEC Financial Reporting, IPO, Restructuring, Acquisition Integration, Forecasting, Income Tax, Revenue Recognition, Analysis
Education
University of Scranton 1965 — 1969
BS, Accounting
Thomas Heidenberger Thomas Heidenberger's Merrill Lynch Experience March 2010 - September 2014
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Merrill Lynch March 2010 - September 2014
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Securities, Bonds, Trading, Credit, Cash Management
Education
University of Scranton 2005 — 2009
Bachelors, Finance
Georgetown Preparatory School 2001 — 2005
Deutsche Bank September 2014 - Present
Merrill Lynch March 2010 - September 2014
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Securities, Bonds, Trading, Credit, Cash Management
Education
University of Scranton 2005 — 2009
Bachelors, Finance
Georgetown Preparatory School 2001 — 2005
Kenneth Fernandez Kenneth Fernandez's Merrill Lynch Experience February 2005 - October 2007
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
HealthTronics, Inc. July 2013 - February 2015
Citi November 2007 - May 2013
Merrill Lynch February 2005 - October 2007
Merrill Lynch February 2003 - January 2005
Merrill Lynch November 2000 - January 2003
Sequel Concepts, Inc. February 1998 - October 2000
NEC Mobiling, Ltd. February 1996 - January 1998
Skills
SDLC, Sybase, SOA, C#, Spring, Oracle, Core Java, SQL, WPF, XML, Subversion, Software Development, JMS, Visual C++, TIBCO EMS, Equity Derivatives, Enterprise Software, Object Oriented Design, Design Patterns, Unix Shell Scripting, Log4j, Software Project..., Data Integration, Spring Integration, C/C++ STL, Solaris 8/9/10, Linux, Desktop Application..., Refactoring, Agile Methodologies
Education
University of Santo Tomas 1990 — 1995
Bachelor of Science (BS)
HealthTronics, Inc. July 2013 - February 2015
Citi November 2007 - May 2013
Merrill Lynch February 2005 - October 2007
Merrill Lynch February 2003 - January 2005
Merrill Lynch November 2000 - January 2003
Sequel Concepts, Inc. February 1998 - October 2000
NEC Mobiling, Ltd. February 1996 - January 1998
Skills
SDLC, Sybase, SOA, C#, Spring, Oracle, Core Java, SQL, WPF, XML, Subversion, Software Development, JMS, Visual C++, TIBCO EMS, Equity Derivatives, Enterprise Software, Object Oriented Design, Design Patterns, Unix Shell Scripting, Log4j, Software Project..., Data Integration, Spring Integration, C/C++ STL, Solaris 8/9/10, Linux, Desktop Application..., Refactoring, Agile Methodologies
Education
University of Santo Tomas 1990 — 1995
Bachelor of Science (BS)
Beth Ruggiero Beth Ruggiero's Merrill Lynch Experience September 1993 - January 2002
Job Business Consultant to Financial Advisors
Industry Financial Services
Experience
Climb High Consulting, LLC March 2009 - Present
Securities America August 2006 - February 2009
Merrill Lynch September 1993 - January 2002
Skills
Financial Services, Business Development, CRM, Program Management, Retirement, Strategy, Financial Advisory, Salesforce.com, Business Analysis, Coaching, Marketing, Team Building, Marketing Strategy, Training, Employee Training
Education
Univ. of North Carolina
University of Scranton
B.S.
Climb High Consulting, LLC March 2009 - Present
Securities America August 2006 - February 2009
Merrill Lynch September 1993 - January 2002
Skills
Financial Services, Business Development, CRM, Program Management, Retirement, Strategy, Financial Advisory, Salesforce.com, Business Analysis, Coaching, Marketing, Team Building, Marketing Strategy, Training, Employee Training
Education
Univ. of North Carolina
University of Scranton
B.S.
Stan Bobowski Stan Bobowski's Merrill Lynch Experience September 2012 - December 2012
Job Market Search Manager at InSite Real Estate
Industry Financial Services
Experience
InSite Real Estate 2013 - 2014
InSite Real Estate December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Assurance June 2012 - August 2012
Capstone Advisors December 2011 - February 2012
Develop Incorporated May 2011 - August 2011
SB & Associates May 2010 - August 2010
Lombardi Electric May 2006 - October 2009
Education
University of San Diego 2009 — 2013
Bachelor's Degree in Finance, Bachelor's Degree in Real Estate, 3.74/4.0
InSite Real Estate 2013 - 2014
InSite Real Estate December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Assurance June 2012 - August 2012
Capstone Advisors December 2011 - February 2012
Develop Incorporated May 2011 - August 2011
SB & Associates May 2010 - August 2010
Lombardi Electric May 2006 - October 2009
Education
University of San Diego 2009 — 2013
Bachelor's Degree in Finance, Bachelor's Degree in Real Estate, 3.74/4.0
Brandon Martinez-Larragoiti Brandon Martinez-Larragoiti's Merrill Lynch Experience May 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Education
University of San Francisco 2007 — 2009
BS
University of Southern California 2004 — 2007
Sacred Heart Prep
Merrill Lynch May 2010 - Present
Education
University of San Francisco 2007 — 2009
BS
University of Southern California 2004 — 2007
Sacred Heart Prep
Tracy Kaufman Weibel Tracy Kaufman Weibel's Merrill Lynch Experience January 1996 - May 1997
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Dawn Sarao Dawn Sarao's Merrill Lynch Experience June 2012 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Eric Fairon Eric Fairon's Merrill Lynch Experience 1993 - 1995
Job Financial Services Executive / Entrepreneur
Industry Financial Services
Experience
Asset Management Company January 2010 - Present
Nationwide Support Services July 2008 - May 2011
CTX Mortgage / LoanNow Financial 1999 - 2007
Norman Levy Associates 1995 - 1998
Merrill Lynch 1993 - 1995
Toyota Motor Sales 1991 - 1993
Skills
Strategic Planning, Operations Management, Team Building, Change Management, P&L Management, Customer Service, New Business Development, Sales Management, Negotiation, Marketing Strategy, Excel, Microsoft Office, B2B, Public Speaking, Debt, PowerPoint, Word, Business Planning, Mortgage, Small Business, Business Strategy, Budgeting, Management Consulting, Forecasting, Organizational..., Start-ups
Education
University of San Francisco 1998 — 1999
MBA, Marketing, Finance
University of Southern California 1988 — 1990
BS, Marketing, Finance
Asset Management Company January 2010 - Present
Nationwide Support Services July 2008 - May 2011
CTX Mortgage / LoanNow Financial 1999 - 2007
Norman Levy Associates 1995 - 1998
Merrill Lynch 1993 - 1995
Toyota Motor Sales 1991 - 1993
Skills
Strategic Planning, Operations Management, Team Building, Change Management, P&L Management, Customer Service, New Business Development, Sales Management, Negotiation, Marketing Strategy, Excel, Microsoft Office, B2B, Public Speaking, Debt, PowerPoint, Word, Business Planning, Mortgage, Small Business, Business Strategy, Budgeting, Management Consulting, Forecasting, Organizational..., Start-ups
Education
University of San Francisco 1998 — 1999
MBA, Marketing, Finance
University of Southern California 1988 — 1990
BS, Marketing, Finance
Richard P. Sexton III Richard P. Sexton III's Merrill Lynch Experience December 2010 - February 2012
Job Reverse Mortgage Professional at American Advisors Group, Inc. (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) February 2015 - Present
McGowin-King Mortgage, LLC June 2014 - February 2015
Collateral Financial Advisors October 2012 - April 2013
1st Consumer Financial Solutions April 2012 - September 2012
Merrill Lynch December 2010 - February 2012
Walker Jackson Mortgage Corporation October 2008 - October 2010
Fairway Mortgage Inc January 2005 - September 2008
HomeTrust Mortgage Inc September 2001 - December 2004
Skills
Loan Origination, Management, Finance, Mortgage Banking, Banking, Leadership, Mortgage Lending, Loans, Sales, Retirement Planning, Team Building, Insurance, Training, Underwriting, Credit, Customer Service, Residential Mortgages
Education
University of South Alabama 1990 — 1995
Business Administration and Management, General
American Advisors Group, Inc. (AAG Reverse Mortgage) February 2015 - Present
McGowin-King Mortgage, LLC June 2014 - February 2015
Collateral Financial Advisors October 2012 - April 2013
1st Consumer Financial Solutions April 2012 - September 2012
Merrill Lynch December 2010 - February 2012
Walker Jackson Mortgage Corporation October 2008 - October 2010
Fairway Mortgage Inc January 2005 - September 2008
HomeTrust Mortgage Inc September 2001 - December 2004
Skills
Loan Origination, Management, Finance, Mortgage Banking, Banking, Leadership, Mortgage Lending, Loans, Sales, Retirement Planning, Team Building, Insurance, Training, Underwriting, Credit, Customer Service, Residential Mortgages
Education
University of South Alabama 1990 — 1995
Business Administration and Management, General
Ed Marcinek Ed Marcinek's Merrill Lynch Experience February 2006 - October 2008
Job Operations Trading Specialist Sr. Associate
Industry Financial Services
Experience
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
Lindsey Shultz Lindsey Shultz's Merrill Lynch Experience September 2010 - December 2010
Job Intellectual Property Assistant at Knobbe Martens Olson & Bear LLP
Industry Legal Services
Experience
Knobbe Martens Olson & Bear LLP September 2013 - Present
Dunk Law Firm/ Lack Law Group October 2012 - September 2013
LPL Financial March 2012 - October 2012
Merrill Lynch September 2010 - December 2010
Skills
PowerPoint, Pivot Tables, Vlookup, Lexis, Tabs3, SmartDraw, PCLaw, Wordperfect, AbacusLaw, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Investments, Chart, Sales, Real Estate, Management, Marketing, Finance, Macro, Social Media Marketing, Social Media
Education
University of San Diego 2012 — 2013
Paralegal Certification Program, Legal Services, Awarded Honors
SAN DIEGO STATE UNIVERSITY 2007 — 2011
Bachelor of Science, Business Administration/Finance
Knobbe Martens Olson & Bear LLP September 2013 - Present
Dunk Law Firm/ Lack Law Group October 2012 - September 2013
LPL Financial March 2012 - October 2012
Merrill Lynch September 2010 - December 2010
Skills
PowerPoint, Pivot Tables, Vlookup, Lexis, Tabs3, SmartDraw, PCLaw, Wordperfect, AbacusLaw, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Investments, Chart, Sales, Real Estate, Management, Marketing, Finance, Macro, Social Media Marketing, Social Media
Education
University of San Diego 2012 — 2013
Paralegal Certification Program, Legal Services, Awarded Honors
SAN DIEGO STATE UNIVERSITY 2007 — 2011
Bachelor of Science, Business Administration/Finance
Matthew Strother Matthew Strother's Merrill Lynch Experience 2000 - 2001
Job Executive Director of Facilities and Planning
Industry Construction
Experience
Orange Unified School District 2015 - Present
EMUHSD 2011 - April 2015
Tyco Integrated Security 2010 - 2011
Picoco LLC 2008 - 2010
Strother Construction 2003 - 2008
Merrill Lynch 2000 - 2001
Wells Fargo 1994 - 1996
The Orchard Partners 1990 - 1996
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Management, Strategic Planning, Construction, Project Planning, Budgets, Microsoft Word, Maintenance Management, Transportation, Division of the State..., Microsoft Project, AutoCAD, sketchup, OSHA Certified, FEMA Certified, FRISK
Education
University of San Diego 1998 — 2001
Bachelors in Business Administration, Business/ Marketing/ Philosophy/ Religion
Palm Desert High School 1992 — 1996
Orange Unified School District 2015 - Present
EMUHSD 2011 - April 2015
Tyco Integrated Security 2010 - 2011
Picoco LLC 2008 - 2010
Strother Construction 2003 - 2008
Merrill Lynch 2000 - 2001
Wells Fargo 1994 - 1996
The Orchard Partners 1990 - 1996
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Management, Strategic Planning, Construction, Project Planning, Budgets, Microsoft Word, Maintenance Management, Transportation, Division of the State..., Microsoft Project, AutoCAD, sketchup, OSHA Certified, FEMA Certified, FRISK
Education
University of San Diego 1998 — 2001
Bachelors in Business Administration, Business/ Marketing/ Philosophy/ Religion
Palm Desert High School 1992 — 1996
Maria Poyer's Merrill Lynch Experience May 2014 - August 2014
Job Global Commercial Banking Credit Analyst Program at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
7 Tepees Youth Program August 2014 - Present
University of San Francisco April 2012 - Present
Merrill Lynch May 2014 - August 2014
Meals On Wheels of San Francisco, Inc. May 2013 - August 2014
University of San Francisco May 2013 - May 2014
Enterprise Rent-A-Car May 2012 - May 2013
Saint Anthony's Foundation May 2012 - May 2013
University of San Francisco 2013 - 2013
Bloomingdale's February 2011 - November 2012
Skills
Leadership, Composition, Public Speaking, Sales, Event Planning, Facebook, Customer Service, Social Media, Social Media Marketing, Marketing, Microsoft Office, Management, PowerPoint, Social Networking, Fundraising, Nonprofits, Volunteer Management, Recruiting, Community Outreach, Time Management, Event Management, Training, Data Analysis, Data Management, CRM
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS) in Environmental Science, Minor in Public Service and Music
Music Academy of The West 2009 — 2010
Music
Dos Pueblos High School 2008 — 2010
High School Diploma
Bank of America Merrill Lynch April 2015 - Present
7 Tepees Youth Program August 2014 - Present
University of San Francisco April 2012 - Present
Merrill Lynch May 2014 - August 2014
Meals On Wheels of San Francisco, Inc. May 2013 - August 2014
University of San Francisco May 2013 - May 2014
Enterprise Rent-A-Car May 2012 - May 2013
Saint Anthony's Foundation May 2012 - May 2013
University of San Francisco 2013 - 2013
Bloomingdale's February 2011 - November 2012
Skills
Leadership, Composition, Public Speaking, Sales, Event Planning, Facebook, Customer Service, Social Media, Social Media Marketing, Marketing, Microsoft Office, Management, PowerPoint, Social Networking, Fundraising, Nonprofits, Volunteer Management, Recruiting, Community Outreach, Time Management, Event Management, Training, Data Analysis, Data Management, CRM
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS) in Environmental Science, Minor in Public Service and Music
Music Academy of The West 2009 — 2010
Music
Dos Pueblos High School 2008 — 2010
High School Diploma
Eric Tomeo Eric Tomeo's Merrill Lynch Experience June 2015 - Present
Job Financial Adviser Summer Intern
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Recon Lacrosse Club May 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork
Education
University of Scranton 2013 — 2017
Bachelor’s Degree, Finance, General
Merrill Lynch June 2015 - Present
Recon Lacrosse Club May 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork
Education
University of Scranton 2013 — 2017
Bachelor’s Degree, Finance, General
Ryan Keelin's Merrill Lynch Experience September 2006 - August 2007
Job Analyst Auction Finance at Auction.com
Industry Venture Capital & Private Equity
Experience
Auction.com August 2015 - Present
WakeStorm Capital May 2013 - August 2015
Turning Point Asset Management December 2010 - December 2012
Grubb & EllisBRE Commercial 2007 - 2009
Merrill Lynch September 2006 - August 2007
Skills
Valuation, Commercial Real Estate, Financial Modeling, Asset Management, Portfolio Management, Business Development, Fundraising, Venture Capital, Investment Banking, Real Estate Economics, Due Diligence, Brokerage, Private Equity, Capital Markets
Education
University of San Diego 2003 — 2007
Bachelors, Business and Finance
Menlo School 1999 — 2003
Auction.com August 2015 - Present
WakeStorm Capital May 2013 - August 2015
Turning Point Asset Management December 2010 - December 2012
Grubb & EllisBRE Commercial 2007 - 2009
Merrill Lynch September 2006 - August 2007
Skills
Valuation, Commercial Real Estate, Financial Modeling, Asset Management, Portfolio Management, Business Development, Fundraising, Venture Capital, Investment Banking, Real Estate Economics, Due Diligence, Brokerage, Private Equity, Capital Markets
Education
University of San Diego 2003 — 2007
Bachelors, Business and Finance
Menlo School 1999 — 2003
James Blair James Blair's Merrill Lynch Experience 2001 - 2006
Job Accounting / Operations / Finance Professional
Industry Accounting
Experience
BNY Mellon January 2014 - Present
State Street 2011 - 2013
BlackRock 2006 - 2010
Merrill Lynch 2001 - 2006
Merrill Lynch 1989 - 2000
Merrill Lynch June 1987 - 1989
Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance
Education
University of Scranton
Bachelor of Science, Accounting
BNY Mellon January 2014 - Present
State Street 2011 - 2013
BlackRock 2006 - 2010
Merrill Lynch 2001 - 2006
Merrill Lynch 1989 - 2000
Merrill Lynch June 1987 - 1989
Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance
Education
University of Scranton
Bachelor of Science, Accounting
Briceyda Lopez's Merrill Lynch Experience March 2011 - May 2011
Job Recruiting Coordinator at Instacart
Industry Human Resources
Experience
Instacart March 2015 - Present
Electronic Arts (EA) May 2014 - February 2015
Electronic Arts August 2011 - February 2015
Electronic Arts May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Skills
Event Planning, Spanish, Social Media, Community Outreach, Self Driven, Social Networking, Building Relationships, Talent Management, Public Speaking, Project Planning, Leadership, Microsoft Office, Event Management, Fast Learner, Microsoft Word, Microsoft Excel, Analysis, Talent Identification, Google Docs, PowerPoint, Self-driven, Budgets, Photoshop, Community Involvement, Working With Students, Travel Planning, Teamwork, Research, AAP, Organizing, Business Planning, Small Business, Partner Relationships, Outlook, Excel, Word, Award Applications, EEO/AA Compliance, EEO Reporting, Project Management, Diversity & Inclusion, Diversity & Inclusion..., New Hire Orientations, Data Management, Onboarding
Education
University of San Francisco 2008 — 2012
Bachelor of Science, Business Administration
Woodside High School
Instacart March 2015 - Present
Electronic Arts (EA) May 2014 - February 2015
Electronic Arts August 2011 - February 2015
Electronic Arts May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Skills
Event Planning, Spanish, Social Media, Community Outreach, Self Driven, Social Networking, Building Relationships, Talent Management, Public Speaking, Project Planning, Leadership, Microsoft Office, Event Management, Fast Learner, Microsoft Word, Microsoft Excel, Analysis, Talent Identification, Google Docs, PowerPoint, Self-driven, Budgets, Photoshop, Community Involvement, Working With Students, Travel Planning, Teamwork, Research, AAP, Organizing, Business Planning, Small Business, Partner Relationships, Outlook, Excel, Word, Award Applications, EEO/AA Compliance, EEO Reporting, Project Management, Diversity & Inclusion, Diversity & Inclusion..., New Hire Orientations, Data Management, Onboarding
Education
University of San Francisco 2008 — 2012
Bachelor of Science, Business Administration
Woodside High School
Naveen Molloy Naveen Molloy's Merrill Lynch Experience February 2007 - May 2007
Job Portfolio Operations @ Expa
Industry Internet
Experience
Expa April 2015 - Present
BRITEsport January 2012 - Present
Gigaom September 2011 - March 2015
Gigaom September 2011 - January 2013
QuinStreet September 2010 - September 2011
Focus October 2009 - September 2010
Tippit July 2008 - February 2010
Merrill Lynch February 2007 - May 2007
Skills
Venture Capital, Start-ups, Strategy, Product Management, Business Development, Analytics, Direct Marketing, Product Marketing, Lead Generation, Email Marketing, Online Advertising, Multi-channel Marketing, PPC, Salesforce.com, Market Research, SaaS, Product Development, Database Marketing, Media Buying, Project Management, B2B Marketing, Webinars, Webinar Development, Strategic Partnerships, Marketing, Management, Digital Marketing, Social Media, Marketing Strategy, Online Marketing, Digital Media, B2B, Web Analytics, Social Media Marketing, E-commerce, Digital Strategy, CRM, Mobile Marketing, SEO, Competitive Analysis, Integrated Marketing, Entrepreneurship, Advertising, Business Strategy, Sales, Leadership
Education
University of San Francisco 2005 — 2007
Philosophy
University of San Francisco 2005 — 2007
Expa April 2015 - Present
BRITEsport January 2012 - Present
Gigaom September 2011 - March 2015
Gigaom September 2011 - January 2013
QuinStreet September 2010 - September 2011
Focus October 2009 - September 2010
Tippit July 2008 - February 2010
Merrill Lynch February 2007 - May 2007
Skills
Venture Capital, Start-ups, Strategy, Product Management, Business Development, Analytics, Direct Marketing, Product Marketing, Lead Generation, Email Marketing, Online Advertising, Multi-channel Marketing, PPC, Salesforce.com, Market Research, SaaS, Product Development, Database Marketing, Media Buying, Project Management, B2B Marketing, Webinars, Webinar Development, Strategic Partnerships, Marketing, Management, Digital Marketing, Social Media, Marketing Strategy, Online Marketing, Digital Media, B2B, Web Analytics, Social Media Marketing, E-commerce, Digital Strategy, CRM, Mobile Marketing, SEO, Competitive Analysis, Integrated Marketing, Entrepreneurship, Advertising, Business Strategy, Sales, Leadership
Education
University of San Francisco 2005 — 2007
Philosophy
University of San Francisco 2005 — 2007
Luke Kottke Luke Kottke's Merrill Lynch Experience 2008 - 2009
Job Managing Director Capital Markets Head of Syndicate
Industry Financial Services
Experience
Laidlaw & Company April 2012 - Present
Rodman & Renshaw June 2009 - April 2012
Merrill Lynch 2008 - 2009
Sonostar Capital partners January 2006 - June 2008
Skills
Microsoft Office, Bloomberg, Thomson One, Excel, Series 7, Series 65, Prospecting Skills, Road Show, Private Equity, IPO, PIPEs, Follow-on Offerings, Venture Capital, Convertible Securities, Sales Research, Capital Markets, Thompson One, Hedge Funds, Investments, Alternative Investments, Equities, Equity Research, Portfolio Management, Investment Banking, Syndicate, Funding, Mutual Funds, Series 63, Private Placements, Finance, Mergers & Acquisitions, Securities, Equity Trading, Microsoft Excel, Trading, FINRA, Investor Relations
Education
University of Scranton 2002 — 2005
BS, Business Management - Kania School of Business
Horace Greeley High School 1996 — 2000
Laidlaw & Company April 2012 - Present
Rodman & Renshaw June 2009 - April 2012
Merrill Lynch 2008 - 2009
Sonostar Capital partners January 2006 - June 2008
Skills
Microsoft Office, Bloomberg, Thomson One, Excel, Series 7, Series 65, Prospecting Skills, Road Show, Private Equity, IPO, PIPEs, Follow-on Offerings, Venture Capital, Convertible Securities, Sales Research, Capital Markets, Thompson One, Hedge Funds, Investments, Alternative Investments, Equities, Equity Research, Portfolio Management, Investment Banking, Syndicate, Funding, Mutual Funds, Series 63, Private Placements, Finance, Mergers & Acquisitions, Securities, Equity Trading, Microsoft Excel, Trading, FINRA, Investor Relations
Education
University of Scranton 2002 — 2005
BS, Business Management - Kania School of Business
Horace Greeley High School 1996 — 2000
Matthew Belden Matthew Belden's Merrill Lynch Experience March 2008 - February 2015
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. February 2015 - Present
Merrill Lynch March 2008 - February 2015
UBS October 2001 - February 2008
Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...
Education
University of San Francisco 1995 — 1998
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors, LLC. February 2015 - Present
Merrill Lynch March 2008 - February 2015
UBS October 2001 - February 2008
Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...
Education
University of San Francisco 1995 — 1998
Bachelor of Arts (BA), Political Science and Government
Thomas Zanellato's Merrill Lynch Experience November 2010 - March 2011
Job Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners July 2014 - Present
Columbia Management December 2013 - July 2014
United Technologies July 2012 - December 2013
Merrill Lynch November 2010 - March 2011
United States Air Force August 2005 - July 2009
Skills
Mutual Funds, Financial Analysis, Investments, Sales, Marketing, Public Speaking, Social Media
Education
University of San Diego
Bachelor's Degree, Marketing, Economics
Brandes Investment Partners July 2014 - Present
Columbia Management December 2013 - July 2014
United Technologies July 2012 - December 2013
Merrill Lynch November 2010 - March 2011
United States Air Force August 2005 - July 2009
Skills
Mutual Funds, Financial Analysis, Investments, Sales, Marketing, Public Speaking, Social Media
Education
University of San Diego
Bachelor's Degree, Marketing, Economics
Amanda Olyha Amanda Olyha's Merrill Lynch Experience September 2012 - Present
Job
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Right Management March 2011 - September 2012
Right Management October 2010 - March 2011
Right Management April 2010 - November 2010
Right Management January 2009 - April 2010
The McIntyre Group July 2007 - November 2008
Enterprise Rent a Car December 2003 - July 2007
Skills
Social Media, Microsoft Office, Administration, Outplacement, Customer Service, Event Planning, Public Speaking, Salesforce.com, Recruiting, Sales, Talent Management, Management, Strategy, Interviews, Human Resources, CRM
Education
University of Scranton 1998 — 2002
BA
Hendrick Hudson High School 1991 — 1998
New York State Regents Diploma
Merrill Lynch September 2012 - Present
Right Management March 2011 - September 2012
Right Management October 2010 - March 2011
Right Management April 2010 - November 2010
Right Management January 2009 - April 2010
The McIntyre Group July 2007 - November 2008
Enterprise Rent a Car December 2003 - July 2007
Skills
Social Media, Microsoft Office, Administration, Outplacement, Customer Service, Event Planning, Public Speaking, Salesforce.com, Recruiting, Sales, Talent Management, Management, Strategy, Interviews, Human Resources, CRM
Education
University of Scranton 1998 — 2002
BA
Hendrick Hudson High School 1991 — 1998
New York State Regents Diploma
Wesley McDonough Wesley McDonough's Merrill Lynch Experience June 2012 - August 2012
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Fidelity Investments March 2014 - June 2014
Bainbridge Capital October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Jensen Fabricating Engineers June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Investments, Private Equity, Bloomberg Terminal
Education
University of San Diego 2009 — 2013
BS, Finance
John Hancock Investments June 2014 - Present
Fidelity Investments March 2014 - June 2014
Bainbridge Capital October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Jensen Fabricating Engineers June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Investments, Private Equity, Bloomberg Terminal
Education
University of San Diego 2009 — 2013
BS, Finance
Peter Muldoon's Merrill Lynch Experience May 1984 - December 1987
Job Senior Sales & Product Manager, North America
Industry Financial Services
Experience
Multifonds, a Temenos Company July 2012 - Present
Linedata April 2008 - July 2012
Linedata January 2006 - March 2009
Global Investment Systems, Ltd. June 1992 - December 2006
Price Waterhouse Coopers September 1989 - June 1992
JPMorgan Chase January 1988 - September 1989
Princeton Financial Systems 1989 - 1989
Merrill Lynch May 1984 - December 1987
Skills
Hedge Funds, CRM, Asset Management, Asset Managment, Back Office, Financial Services, Business Development, Fund Accounting, Product Management, Management, Business Process, Mutual Funds, Sales, Marketing, Enterprise Software, Fixed Income, Investment Management, Business Analysis
Education
University of Scranton 1979 — 1983
BS, Accounting
Multifonds, a Temenos Company July 2012 - Present
Linedata April 2008 - July 2012
Linedata January 2006 - March 2009
Global Investment Systems, Ltd. June 1992 - December 2006
Price Waterhouse Coopers September 1989 - June 1992
JPMorgan Chase January 1988 - September 1989
Princeton Financial Systems 1989 - 1989
Merrill Lynch May 1984 - December 1987
Skills
Hedge Funds, CRM, Asset Management, Asset Managment, Back Office, Financial Services, Business Development, Fund Accounting, Product Management, Management, Business Process, Mutual Funds, Sales, Marketing, Enterprise Software, Fixed Income, Investment Management, Business Analysis
Education
University of Scranton 1979 — 1983
BS, Accounting
Chelsey Cox's Merrill Lynch Experience August 2011 - December 2011
Job Relay For Life Community Manager
Industry Nonprofit Organization Management
Experience
American Cancer Society July 2015 - Present
Complete Media, Inc. May 2015 - July 2015
Capital One March 2013 - January 2015
Wells Fargo April 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Citi July 2010 - August 2011
Lil' Angels Photography August 2005 - December 2006
Skills
Credit Cards, Customer Service, Customer Retention, Sales, Microsoft Office, Leadership, Process Improvement, Team Leadership, Management, Microsoft Excel, Business Analysis, Team Building, Strategic Planning, Marketing Strategy, Marketing, Financial Analysis, Coaching, Advertising
Education
University of Sioux Falls 2012 — 2014
Bachelor's Degree, Business Innovation and Marketing, 3.45
American Cancer Society July 2015 - Present
Complete Media, Inc. May 2015 - July 2015
Capital One March 2013 - January 2015
Wells Fargo April 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Citi July 2010 - August 2011
Lil' Angels Photography August 2005 - December 2006
Skills
Credit Cards, Customer Service, Customer Retention, Sales, Microsoft Office, Leadership, Process Improvement, Team Leadership, Management, Microsoft Excel, Business Analysis, Team Building, Strategic Planning, Marketing Strategy, Marketing, Financial Analysis, Coaching, Advertising
Education
University of Sioux Falls 2012 — 2014
Bachelor's Degree, Business Innovation and Marketing, 3.45
Eric Bandholz's Merrill Lynch Experience 2010 - 2011
Job Bearded entrepreneur & designer (I never check LinkedIn. Don't contact me here)
Industry Consumer Goods
Experience
Beardbrand February 2012 - Present
Sovrnty 2011 - 2013
Merrill Lynch 2010 - 2011
Wakomo 2009 - 2010
Boingo Graphics 2004 - 2008
Sunset Direct 2003 - 2004
Skills
Direct Marketing, Graphic Design, Illustrator, Business Planning, Entrepreneurship, Photoshop, Direct Sales, Product Marketing, Direct Mail, Graphics, Integrated Marketing, New Business Development, Consultative Selling, Account Management, Marketing Strategy, Strategic Financial..., Marketing Materials, Social Media Marketing, Marketing, Digital Printing, Advertising, Online Marketing, Business Strategy, Sales, Strategy, Marketing Communications, Social Networking, Product Development, Strategic Planning, Business Development, Growing a Beard, Beard Grooming, Beardpreneurship, Start-ups, Creative Direction, Digital Marketing, Email Marketing, Competitive Analysis, Brand Development, Lead Generation, B2B, Online Advertising, E-commerce, Cold Calling, Logo Design, Corporate Branding, Selling, Social Media, LinkedIn, Branding & Identity
Education
University of South Carolina - The Moore School of Business 1999 — 2003
BS, Marketing, Management, Retail
Riverside High School 1996 — 1999
Beardbrand February 2012 - Present
Sovrnty 2011 - 2013
Merrill Lynch 2010 - 2011
Wakomo 2009 - 2010
Boingo Graphics 2004 - 2008
Sunset Direct 2003 - 2004
Skills
Direct Marketing, Graphic Design, Illustrator, Business Planning, Entrepreneurship, Photoshop, Direct Sales, Product Marketing, Direct Mail, Graphics, Integrated Marketing, New Business Development, Consultative Selling, Account Management, Marketing Strategy, Strategic Financial..., Marketing Materials, Social Media Marketing, Marketing, Digital Printing, Advertising, Online Marketing, Business Strategy, Sales, Strategy, Marketing Communications, Social Networking, Product Development, Strategic Planning, Business Development, Growing a Beard, Beard Grooming, Beardpreneurship, Start-ups, Creative Direction, Digital Marketing, Email Marketing, Competitive Analysis, Brand Development, Lead Generation, B2B, Online Advertising, E-commerce, Cold Calling, Logo Design, Corporate Branding, Selling, Social Media, LinkedIn, Branding & Identity
Education
University of South Carolina - The Moore School of Business 1999 — 2003
BS, Marketing, Management, Retail
Riverside High School 1996 — 1999
Brent Sheehan Brent Sheehan's Merrill Lynch Experience September 2004 - September 2009
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2009 - Present
Merrill Lynch September 2004 - September 2009
Merrill Lynch March 2002 - September 2004
Paine Webber May 2000 - March 2002
Kelsen,Inc. August 1998 - May 2000
Skills
Asset Managment, Trading, Strategic Financial..., Series 7, Series 63, Securities, Separately Managed..., Asset Management, Fixed Income, Alternative Investments, Bonds, FINRA, Bloomberg, Series 24, Asset Allocation, Finance, Hedge Funds
Education
University of Scranton 1994 — 1998
BS, Criminal Justice
Saint Anthony's High School 1990 — 1994
High School
Morgan Stanley Smith Barney September 2009 - Present
Merrill Lynch September 2004 - September 2009
Merrill Lynch March 2002 - September 2004
Paine Webber May 2000 - March 2002
Kelsen,Inc. August 1998 - May 2000
Skills
Asset Managment, Trading, Strategic Financial..., Series 7, Series 63, Securities, Separately Managed..., Asset Management, Fixed Income, Alternative Investments, Bonds, FINRA, Bloomberg, Series 24, Asset Allocation, Finance, Hedge Funds
Education
University of Scranton 1994 — 1998
BS, Criminal Justice
Saint Anthony's High School 1990 — 1994
High School
Nader Tadros Nader Tadros's Merrill Lynch Experience May 2011 - August 2011
Job Business Analyst at Solar Turbines
Industry Investment Management
Experience
Solar Turbines August 2015 - Present
AMN Healthcare February 2015 - July 2015
Solar Turbines November 2014 - February 2015
UnitedComm, Inc. May 2012 - August 2013
BluePrint Wealth Partners May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Modeling, Teamwork, Customer Service, Investments, Bloomberg, Economics, Valuation, Public Speaking, Corporate Finance, Managerial Finance, New Business Development, Business Development, Analysis
Education
University of San Diego
Bachelor of Business Administration (BBA), Business Administration and Management, Finance
Solar Turbines August 2015 - Present
AMN Healthcare February 2015 - July 2015
Solar Turbines November 2014 - February 2015
UnitedComm, Inc. May 2012 - August 2013
BluePrint Wealth Partners May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Modeling, Teamwork, Customer Service, Investments, Bloomberg, Economics, Valuation, Public Speaking, Corporate Finance, Managerial Finance, New Business Development, Business Development, Analysis
Education
University of San Diego
Bachelor of Business Administration (BBA), Business Administration and Management, Finance
Dan Stallone Dan Stallone's Merrill Lynch Experience July 2008 - October 2011
Job ABS Structured Finance
Industry Financial Services
Experience
DZ Bank July 2015 - Present
Ernst & Young February 2013 - July 2015
Citi November 2011 - February 2013
Merrill Lynch July 2008 - October 2011
Deloitte October 2007 - May 2008
Merrill Lynch May 2006 - August 2006
Johnson & Johnson May 2006 - August 2006
Johnson & Johnson May 2005 - August 2005
Skills
Wealth Management, Bonds, Fixed Income, Credit Derivatives, Finance, Valuation, Equities
Education
University of Scranton 2003 — 2007
BS, Finance
DZ Bank July 2015 - Present
Ernst & Young February 2013 - July 2015
Citi November 2011 - February 2013
Merrill Lynch July 2008 - October 2011
Deloitte October 2007 - May 2008
Merrill Lynch May 2006 - August 2006
Johnson & Johnson May 2006 - August 2006
Johnson & Johnson May 2005 - August 2005
Skills
Wealth Management, Bonds, Fixed Income, Credit Derivatives, Finance, Valuation, Equities
Education
University of Scranton 2003 — 2007
BS, Finance
Nikolai Singh Nikolai Singh's Merrill Lynch Experience 2008 - 2008
Job Focused on the market movements that make our world turn
Industry Financial Services
Experience
Investors Capital 2013 - April 2015
City Capital Management 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Sales Operations, Futures Trading, Equity Trading, Trading Strategies, Financial Analysis, Financial Reporting, Financial Modeling, Client Relations, Client Development, Client Liaison, Client Services, Client Billing, Quantitative Analytics, Predictive Analytics, Risk Analytics, Data Analytics, Automated Trading, Grey Box Systems, Black Box Testing
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, Finance & Securities Mjr., Legal Studies Mnr., 3.67
Investors Capital 2013 - April 2015
City Capital Management 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Sales Operations, Futures Trading, Equity Trading, Trading Strategies, Financial Analysis, Financial Reporting, Financial Modeling, Client Relations, Client Development, Client Liaison, Client Services, Client Billing, Quantitative Analytics, Predictive Analytics, Risk Analytics, Data Analytics, Automated Trading, Grey Box Systems, Black Box Testing
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, Finance & Securities Mjr., Legal Studies Mnr., 3.67
Erin McCloskey Erin McCloskey's Merrill Lynch Experience 2000 - 2009
Job Enterprise Business Specialist at Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America 2009 - June 2012
Merrill Lynch 2000 - 2009
Education
University of San Francisco 1993 — 1997
BS, Finance
West Albany High School
Bank of America Merrill Lynch June 2012 - Present
Bank of America 2009 - June 2012
Merrill Lynch 2000 - 2009
Education
University of San Francisco 1993 — 1997
BS, Finance
West Albany High School
Corey Radel Corey Radel's Merrill Lynch Experience 2012 - 2012
Job Sales Service Executive: MTV Networks, Music & Entertainment at Viacom
Industry Entertainment
Experience
Viacom December 2014 - Present
Viacom July 2013 - December 2014
Merrill Lynch 2012 - 2012
Skills
Spanish, Creative Writing, Marketing Strategy, Advertising, Social Media Marketing, Lead Generation, Product Management, Event Planning
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business: Spanish Minor
Viacom December 2014 - Present
Viacom July 2013 - December 2014
Merrill Lynch 2012 - 2012
Skills
Spanish, Creative Writing, Marketing Strategy, Advertising, Social Media Marketing, Lead Generation, Product Management, Event Planning
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business: Spanish Minor
Nick Dieter Nick Dieter's Merrill Lynch Experience October 2002 - May 2003
Job Vice President, Group Health Insurance & Employee Benefits
Industry Insurance
Experience
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
Chris Farrell Chris Farrell's Merrill Lynch Experience April 2004 - November 2008
Job
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Merrill Lynch April 2004 - November 2008
UBS PaineWebber January 1997 - April 2004
Skills
Investments, Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Portfolio Management, Series 63, Securities, Asset Management, Financial Services
Education
University of Scranton 1984 — 1988
BS, Political Science
UBS Financial Services Inc. November 2008 - Present
Merrill Lynch April 2004 - November 2008
UBS PaineWebber January 1997 - April 2004
Skills
Investments, Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Portfolio Management, Series 63, Securities, Asset Management, Financial Services
Education
University of Scranton 1984 — 1988
BS, Political Science
Brian Felkowski Brian Felkowski's Merrill Lynch Experience April 2012 - August 2014
Job Assistant Treasurer Financial Analyst at DNB Bank
Industry Financial Services
Experience
DNB August 2014 - Present
Merrill Lynch April 2012 - August 2014
The Carlisle Group June 2011 - July 2011
Skills
Equities, Capital Markets, Bloomberg, Investments, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Financial Analysis, Securities, Structured Products, Bonds, Derivatives, Mutual Funds, Credit Analysis, Options, Risk Management, Series 27
Education
University of Scranton 2009 — 2011
MBA, Finance, Accounting
University of Scranton 2004 — 2008
B.S. Finance, Finance, Economics
DNB August 2014 - Present
Merrill Lynch April 2012 - August 2014
The Carlisle Group June 2011 - July 2011
Skills
Equities, Capital Markets, Bloomberg, Investments, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Financial Analysis, Securities, Structured Products, Bonds, Derivatives, Mutual Funds, Credit Analysis, Options, Risk Management, Series 27
Education
University of Scranton 2009 — 2011
MBA, Finance, Accounting
University of Scranton 2004 — 2008
B.S. Finance, Finance, Economics
Paul Slack Paul Slack's Merrill Lynch Experience February 2012 - August 2012
Job Village Host Pizzeria
Industry Sports
Experience
University of San Diego August 2012 - December 2013
Merrill Lynch February 2012 - August 2012
Village Host Pizza May 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Media, Coaching, Teamwork, Marketing Communications, Social Media Marketing, Sports, Public Speaking, Social Networking, Time Management, Event Management, Spanish, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Business Admiminstration
University of San Diego August 2012 - December 2013
Merrill Lynch February 2012 - August 2012
Village Host Pizza May 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Media, Coaching, Teamwork, Marketing Communications, Social Media Marketing, Sports, Public Speaking, Social Networking, Time Management, Event Management, Spanish, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Business Admiminstration
Alfredo Lavalle's Merrill Lynch Experience May 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
SDS Financial Technologies March 2009 - Present
Bank of America September 2008 - February 2009
Cait & Abby's Daily Bread Bakery June 2003 - August 2008
First Investors Corporation November 2007 - July 2008
Skills
Sales
Education
University of Scranton 2004 — 2008
Bachelors of Science, International Business
Merrill Lynch May 2013 - Present
SDS Financial Technologies March 2009 - Present
Bank of America September 2008 - February 2009
Cait & Abby's Daily Bread Bakery June 2003 - August 2008
First Investors Corporation November 2007 - July 2008
Skills
Sales
Education
University of Scranton 2004 — 2008
Bachelors of Science, International Business
Charlene Frias Charlene Frias's Merrill Lynch Experience March 2001 - February 2007
Job Realtor | Stroyke Properties
Industry Real Estate
Experience
Stroyke Properties August 2013 - Present
Redfin - South Bay March 2013 - July 2013
Coldwell Banker Residential Brokerage May 2012 - March 2013
Fixed Income Live January 2010 - November 2011
Credit Suisse Securities LLC April 2007 - August 2008
Merrill Lynch March 2001 - February 2007
Morgan Stanley Smith Barney 1999 - 2000
Skills
Real Estate Transactions, Bloomberg, Bonds, Negotiation, Residential Homes, Sellers, Fixed Income, Marketing, Short Sales, First Time Home Buyers, First Time Home Sellers, CA Real Estate License, Series 7, Financial Services, FINRA, Investments
Education
University of San Francisco 2011 — 2011
Master's Certificate, Internet Marketing
Stroyke Properties August 2013 - Present
Redfin - South Bay March 2013 - July 2013
Coldwell Banker Residential Brokerage May 2012 - March 2013
Fixed Income Live January 2010 - November 2011
Credit Suisse Securities LLC April 2007 - August 2008
Merrill Lynch March 2001 - February 2007
Morgan Stanley Smith Barney 1999 - 2000
Skills
Real Estate Transactions, Bloomberg, Bonds, Negotiation, Residential Homes, Sellers, Fixed Income, Marketing, Short Sales, First Time Home Buyers, First Time Home Sellers, CA Real Estate License, Series 7, Financial Services, FINRA, Investments
Education
University of San Francisco 2011 — 2011
Master's Certificate, Internet Marketing
Nicole Piotrowski, MBA Nicole Piotrowski, MBA's Merrill Lynch Experience May 2012 - August 2012
Job Experienced Advisory Associate at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
The Princeton Review October 2013 - May 2015
University of Scranton August 2013 - May 2015
Insurance Guarantee Fund June 2014 - August 2014
AXA Equitable December 2012 - February 2013
Merrill Lynch May 2012 - August 2012
Dementia Connection LLC January 2012 - June 2012
World Languages and Cultures Department August 2009 - May 2012
Bank of America June 2011 - August 2011
Leahy Clinic September 2010 - December 2010
Skills
Management, Facebook, Marketing, Social Networking, Research, People Skills, Sales, Time Management, Recruiting, Data Analysis, Networking, Polish, Market Research, YouTube, Foreign Languages, Banking, Bloomberg Terminal, Portfolio Management, Spanish-speaking, Consulting, Social Network Analysis, Operations Management, Customer Experience, Product Development, Cold Calling Experience, Instagram, LinkedIn, Twitter, Google+, Teaching English as a..., Working With Clients, Assistants, Secretarial Skills, Students, Business Planning, Local Search..., Blogging, Branch Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Teamwork, Analysis, SAP ERP, Oracle, Econometric Modeling
Education
University of Scranton 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing, 3.9
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business
Bishop Kearney High School 2005 — 2009
High School Diploma
PwC June 2015 - Present
The Princeton Review October 2013 - May 2015
University of Scranton August 2013 - May 2015
Insurance Guarantee Fund June 2014 - August 2014
AXA Equitable December 2012 - February 2013
Merrill Lynch May 2012 - August 2012
Dementia Connection LLC January 2012 - June 2012
World Languages and Cultures Department August 2009 - May 2012
Bank of America June 2011 - August 2011
Leahy Clinic September 2010 - December 2010
Skills
Management, Facebook, Marketing, Social Networking, Research, People Skills, Sales, Time Management, Recruiting, Data Analysis, Networking, Polish, Market Research, YouTube, Foreign Languages, Banking, Bloomberg Terminal, Portfolio Management, Spanish-speaking, Consulting, Social Network Analysis, Operations Management, Customer Experience, Product Development, Cold Calling Experience, Instagram, LinkedIn, Twitter, Google+, Teaching English as a..., Working With Clients, Assistants, Secretarial Skills, Students, Business Planning, Local Search..., Blogging, Branch Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Teamwork, Analysis, SAP ERP, Oracle, Econometric Modeling
Education
University of Scranton 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing, 3.9
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business
Bishop Kearney High School 2005 — 2009
High School Diploma
Rishi Popli's Merrill Lynch Experience February 2003 - May 2003
Job IT Governance Risk & Compliance
Industry Information Technology and Services
Experience
KPMG July 2011 - Present
Metlife August 2008 - June 2011
KPMG September 2007 - July 2008
PwC February 2007 - September 2007
iGate Global Solution May 2005 - February 2007
IP&R July 2003 - June 2004
Merrill Lynch February 2003 - May 2003
Levi Strauss & Co May 2002 - August 2002
General Motors February 2002 - May 2002
Kalpataru Construction August 1999 - July 2001
Skills
Risk Management, Business Process..., Business Process, Vendor Management, Process Improvement, IT Governance, IT Compliance, IT Audit, Sarbanes-Oxley Act, Business Analysis, CRM, Consulting, Governance, Management, SDLC, Internal Audit, Project Management
Education
University Of San Francisco 2001 — 2003
MBA, Marketing & International Marketing
KPMG July 2011 - Present
Metlife August 2008 - June 2011
KPMG September 2007 - July 2008
PwC February 2007 - September 2007
iGate Global Solution May 2005 - February 2007
IP&R July 2003 - June 2004
Merrill Lynch February 2003 - May 2003
Levi Strauss & Co May 2002 - August 2002
General Motors February 2002 - May 2002
Kalpataru Construction August 1999 - July 2001
Skills
Risk Management, Business Process..., Business Process, Vendor Management, Process Improvement, IT Governance, IT Compliance, IT Audit, Sarbanes-Oxley Act, Business Analysis, CRM, Consulting, Governance, Management, SDLC, Internal Audit, Project Management
Education
University Of San Francisco 2001 — 2003
MBA, Marketing & International Marketing
Tri Vuu's Merrill Lynch Experience May 2005 - August 2005
Job VP, Relationship Manager
Industry Banking
Experience
Real Estate Industries Group April 2015 - Present
Real Estate Capital Markets July 2014 - April 2015
Real Estate Capital Markets July 2010 - July 2014
Commercial Real Estate March 2009 - July 2010
Coporate Audit May 2006 - March 2009
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Banking, Accounting, Credit Analysis, Investments, Financial Reporting, Credit, Risk Management, Corporate Finance, Internal Audit, Internal Controls, Loans, Due Diligence, Finance, Mortgage Lending, Microsoft Excel, Portfolio Management, Analysis, Leadership, Financial Services, Investment Banking, Microsoft Office, Real Estate, Management, Business Analysis
Education
University of San Francisco 2002 — 2006
BS, Finance, Marketing, International Business
John Muir Middle School
John Muir Middle School
Real Estate Industries Group April 2015 - Present
Real Estate Capital Markets July 2014 - April 2015
Real Estate Capital Markets July 2010 - July 2014
Commercial Real Estate March 2009 - July 2010
Coporate Audit May 2006 - March 2009
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Banking, Accounting, Credit Analysis, Investments, Financial Reporting, Credit, Risk Management, Corporate Finance, Internal Audit, Internal Controls, Loans, Due Diligence, Finance, Mortgage Lending, Microsoft Excel, Portfolio Management, Analysis, Leadership, Financial Services, Investment Banking, Microsoft Office, Real Estate, Management, Business Analysis
Education
University of San Francisco 2002 — 2006
BS, Finance, Marketing, International Business
John Muir Middle School
John Muir Middle School
Benjamin Stigler's Merrill Lynch Experience September 2004 - December 2010
Job Real Estate Broker
Industry Real Estate
Experience
Envestnet, Inc/Tamarac Inc 2011 - 2012
Merrill Lynch September 2004 - December 2010
Playboy.com February 2000 - June 2002
Bank of America Securities February 1998 - February 2000
Noonan Russo Communications 1996 - 1998
Education
University of San Francisco - School of Management 2002 — 2004
MBA, Finance
University of Vermont 1992 — 1996
BA, Psychology
LFHS
Envestnet, Inc/Tamarac Inc 2011 - 2012
Merrill Lynch September 2004 - December 2010
Playboy.com February 2000 - June 2002
Bank of America Securities February 1998 - February 2000
Noonan Russo Communications 1996 - 1998
Education
University of San Francisco - School of Management 2002 — 2004
MBA, Finance
University of Vermont 1992 — 1996
BA, Psychology
LFHS
Anthony Schiavo's Merrill Lynch Experience July 1997 - September 2006
Job Fintec Startups
Industry Capital Markets
Experience
Bank of America September 2014 - April 2015
trueEX Group July 2012 - May 2014
Citi July 2010 - June 2011
RBC Capital Markets October 2006 - May 2010
Merrill Lynch July 1997 - September 2006
Swiss Bank Corp August 1990 - July 1996
Skills
Trading Systems, Capital Markets, Electronic Trading, FX Options, Fixed Income, Market Data, Derivatives, Credit Derivatives, Trading, Investment Banking, Management, Financial Markets, Financial Services
Education
University of Scranton 1986 — 1990
Bank of America September 2014 - April 2015
trueEX Group July 2012 - May 2014
Citi July 2010 - June 2011
RBC Capital Markets October 2006 - May 2010
Merrill Lynch July 1997 - September 2006
Swiss Bank Corp August 1990 - July 1996
Skills
Trading Systems, Capital Markets, Electronic Trading, FX Options, Fixed Income, Market Data, Derivatives, Credit Derivatives, Trading, Investment Banking, Management, Financial Markets, Financial Services
Education
University of Scranton 1986 — 1990
Jason Karpi's Merrill Lynch Experience April 2004 - April 2007
Job Vice President at Bank of America Merill Lynch
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America Merill Lynch June 2007 - Present
Merrill Lynch April 2004 - April 2007
Skills
Financial Services, Fund Accounting, Management, Retirement
Education
University of Scranton 1993 — 1997
Morgan Stanley August 2015 - Present
Bank of America Merill Lynch June 2007 - Present
Merrill Lynch April 2004 - April 2007
Skills
Financial Services, Fund Accounting, Management, Retirement
Education
University of Scranton 1993 — 1997
Edward Morfe's Merrill Lynch Experience October 2009 - December 2010
Job Endur Developer/Analyst
Industry Information Technology and Services
Experience
Citigroup April 2015 - Present
Bank of America March 2013 - March 2015
Shell Trading March 2011 - February 2013
Merrill Lynch October 2009 - December 2010
JP Morgan Chase 1997 - August 2009
JPMC IB Technology 2000 - 2009
Skills
Endur, Microsoft SQL Server, Trading Systems, Business Analysis, SDLC, SQL, Requirements Analysis, Derivatives, Integration, Business Intelligence, Risk Management, Oracle, Java, Software Project..., Software Development, Trading, Sybase, Business Process
Education
University of Santo Tomas
BS, Electronics and Communications Engineering
Citigroup April 2015 - Present
Bank of America March 2013 - March 2015
Shell Trading March 2011 - February 2013
Merrill Lynch October 2009 - December 2010
JP Morgan Chase 1997 - August 2009
JPMC IB Technology 2000 - 2009
Skills
Endur, Microsoft SQL Server, Trading Systems, Business Analysis, SDLC, SQL, Requirements Analysis, Derivatives, Integration, Business Intelligence, Risk Management, Oracle, Java, Software Project..., Software Development, Trading, Sybase, Business Process
Education
University of Santo Tomas
BS, Electronics and Communications Engineering
Joseph Matzerath's Merrill Lynch Experience July 2010 - Present
Job Vice President CRM Strategy at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Merrill Lynch January 2005 - July 2010
Skills
Series 7, 63, 9 & 10, Management, Strategy, CRM, Analytics, Integrated Marketing, Requirements Gathering, Vendor Management, Financial Services, Project Management, SDLC, Process Improvement, Wealth Management, Strategic Planning, Leadership, Finance, Relationship Management
Education
University of Scranton 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Merrill Lynch July 2010 - Present
Merrill Lynch January 2005 - July 2010
Skills
Series 7, 63, 9 & 10, Management, Strategy, CRM, Analytics, Integrated Marketing, Requirements Gathering, Vendor Management, Financial Services, Project Management, SDLC, Process Improvement, Wealth Management, Strategic Planning, Leadership, Finance, Relationship Management
Education
University of Scranton 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Nancy Keane's Merrill Lynch Experience November 2000 - October 2004
Job SVP, Sr Human Resources Business Partner, Distribution & Wealth Management at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2014 - Present
Royal Bank of Scotland September 2010 - January 2014
RBC February 2006 - September 2010
Merrill Lynch November 2000 - October 2004
NatWest Markets 1997 - 1999
Skills
Investment Banking, Human Resources, Talent Management, Capital Markets, Strategic HR, Strategic Partnerships, Talent Developer
Education
University of Scranton 1991 — 1995
Bachelor of Science (BS), International/Global Studies
Citizens Bank January 2014 - Present
Royal Bank of Scotland September 2010 - January 2014
RBC February 2006 - September 2010
Merrill Lynch November 2000 - October 2004
NatWest Markets 1997 - 1999
Skills
Investment Banking, Human Resources, Talent Management, Capital Markets, Strategic HR, Strategic Partnerships, Talent Developer
Education
University of Scranton 1991 — 1995
Bachelor of Science (BS), International/Global Studies
Ann Piscetelli's Merrill Lynch Experience 1999 - 2003
Job Training Management in Pharmaceutical Industry
Industry Pharmaceuticals
Experience
Large Pharmaceutical Company January 2003 - Present
Merrill Lynch 1999 - 2003
Ortho Clinical Diagnostics December 1987 - 1999
Helene Fuld Medical Center August 1985 - December 1987
Education
Touro University 2000 — 2003
MBA
University of Scranton 1981 — 1985
BS
Large Pharmaceutical Company January 2003 - Present
Merrill Lynch 1999 - 2003
Ortho Clinical Diagnostics December 1987 - 1999
Helene Fuld Medical Center August 1985 - December 1987
Education
Touro University 2000 — 2003
MBA
University of Scranton 1981 — 1985
BS
Bob Heckmann's Merrill Lynch Experience 1998 - 2001
Job Director, Learning Solutions at Aeris Communications
Industry Professional Training & Coaching
Experience
Aeris Communications December 2013 - Present
Cisco Systems February 2013 - December 2013
McAfee July 2012 - November 2012
Morgan Stanley Smith Barney March 2012 - July 2012
Positive Coaching Alliance 2004 - 2011
Merrill Lynch 1998 - 2001
Westbrook Technologies 1997 - 1998
CISCorp 1995 - 1996
Fiserv 1993 - 1995
Skills
Mobile Learning, Curriculum Design, Software Training, Technical Training, Moodle, Instructional Design, HTML, CSS, Program Implementation, Leadership Development, Public Speaking, New Business Development, Coaching, CRM, Account Management, Strategic Planning, Salesforce.com, Training Delivery, PowerPoint, Project Management, Cloud Computing, WebEx, Proprietary Software..., Microsoft Office, JavaScript, Sales Management, Direct Sales, Project Implementation, Financial Planning, Mentoring, Newsletters, XML, XHTML, System Conversion, Software Conversions, Software Sales, Software Installation, Adult Learning Theory, Software Implementation, Solution Implementation, Adobe Connect, Photoshop, Visio, Adobe Captivate, NetSuite, Joomla
Education
University of San Francisco
B.S., Economics
Aeris Communications December 2013 - Present
Cisco Systems February 2013 - December 2013
McAfee July 2012 - November 2012
Morgan Stanley Smith Barney March 2012 - July 2012
Positive Coaching Alliance 2004 - 2011
Merrill Lynch 1998 - 2001
Westbrook Technologies 1997 - 1998
CISCorp 1995 - 1996
Fiserv 1993 - 1995
Skills
Mobile Learning, Curriculum Design, Software Training, Technical Training, Moodle, Instructional Design, HTML, CSS, Program Implementation, Leadership Development, Public Speaking, New Business Development, Coaching, CRM, Account Management, Strategic Planning, Salesforce.com, Training Delivery, PowerPoint, Project Management, Cloud Computing, WebEx, Proprietary Software..., Microsoft Office, JavaScript, Sales Management, Direct Sales, Project Implementation, Financial Planning, Mentoring, Newsletters, XML, XHTML, System Conversion, Software Conversions, Software Sales, Software Installation, Adult Learning Theory, Software Implementation, Solution Implementation, Adobe Connect, Photoshop, Visio, Adobe Captivate, NetSuite, Joomla
Education
University of San Francisco
B.S., Economics
Lloyd Breuer's Merrill Lynch Experience 1986 - 1992
Job Director, Sales & Marketing at Wilkes Pool Corp
Industry Sporting Goods
Experience
GLG Consulting 2007 - Present
Wilkes Pool Corp May 2004 - Present
KB Financial Partners 1995 - 2000
Oppenheimer & Co. 1992 - 1995
Merrill Lynch 1986 - 1992
Skills
Sales Management, Customer Relations, Strategic Planning, Team Building, Sales, Coaching, Cloud Computing, Marketing Strategy, New Business Development, Marketing, Forecasting, Retail, Negotiation, Account Management, Product Development, Budgets, Merchandising, Product Marketing, Selling, B2B, Trade Shows, Sales Process, Sales Operations, Direct Sales
Education
University of Scranton 1982 — 1983
Economics
St. Joseph Regional HS 1979 — 1982
GLG Consulting 2007 - Present
Wilkes Pool Corp May 2004 - Present
KB Financial Partners 1995 - 2000
Oppenheimer & Co. 1992 - 1995
Merrill Lynch 1986 - 1992
Skills
Sales Management, Customer Relations, Strategic Planning, Team Building, Sales, Coaching, Cloud Computing, Marketing Strategy, New Business Development, Marketing, Forecasting, Retail, Negotiation, Account Management, Product Development, Budgets, Merchandising, Product Marketing, Selling, B2B, Trade Shows, Sales Process, Sales Operations, Direct Sales
Education
University of Scranton 1982 — 1983
Economics
St. Joseph Regional HS 1979 — 1982
Victor P Galvez's Merrill Lynch Experience December 2012 - Present
Job Vice President Senior International Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Morgan Lanchantin's Merrill Lynch Experience 1996 - 2003
Job Vice President at American Business Bank
Industry Financial Services
Experience
American Business Bank July 2007 - Present
American Business Bank 2007 - 2011
Wells Fargo February 2006 - July 2007
i-Sold It 2004 - 2007
Merrill Lynch 1996 - 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Financial Analysis, Small Business Lending, Credit Analysis, Commercial Mortgages, Portfolio Management, Wealth Management, Lines Of Credit, Investments, Financial Modeling, Underwriting, Due Diligence, Finance, Cash Management, Retirement Planning
Education
University of San Diego 1991 — 1995
International Relations with a Minor in History
University of San Diego
American Business Bank July 2007 - Present
American Business Bank 2007 - 2011
Wells Fargo February 2006 - July 2007
i-Sold It 2004 - 2007
Merrill Lynch 1996 - 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Financial Analysis, Small Business Lending, Credit Analysis, Commercial Mortgages, Portfolio Management, Wealth Management, Lines Of Credit, Investments, Financial Modeling, Underwriting, Due Diligence, Finance, Cash Management, Retirement Planning
Education
University of San Diego 1991 — 1995
International Relations with a Minor in History
University of San Diego
Daniel Cutter's Merrill Lynch Experience October 2005 - Present
Job Certified Special Needs Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Skills
Conservatorships, Special Needs Planning, Financial Planning, Powers of Attorney, Probate, Elder Care, Trust Services, Guardianship, Wealth Management..., Wealth Management, Wealth, Trusts, Asset Allocation, Charitable Trusts, Estate Administration, Estate Planning, Estate Tax Planning, Fiduciary, Financial Advisory, High Net Worth..., Long-term Care, Series 7, Special Education, Strategic Financial..., Training
Education
University of San Francisco - School of Management
MBA, Finance
Merrill Lynch October 2005 - Present
Skills
Conservatorships, Special Needs Planning, Financial Planning, Powers of Attorney, Probate, Elder Care, Trust Services, Guardianship, Wealth Management..., Wealth Management, Wealth, Trusts, Asset Allocation, Charitable Trusts, Estate Administration, Estate Planning, Estate Tax Planning, Fiduciary, Financial Advisory, High Net Worth..., Long-term Care, Series 7, Special Education, Strategic Financial..., Training
Education
University of San Francisco - School of Management
MBA, Finance
Dave Peracchio's Merrill Lynch Experience September 2009 - November 2014
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - November 2014
Keystone Trading Group January 2009 - February 2011
Citigroup Global Markets, Inc. March 1999 - December 2007
Prudential Securities 1996 - 1999
KPMG 1990 - 1996
Skills
Series 7, Series 9/10, Series 55, Series 63, Series 66, Securities, Investments, Capital Markets, Trading, Hedge Funds, Bloomberg, Leadership, Fixed Income, Equity Trading, Portfolio Management, Options, Equities
Education
University of Scranton 1986 — 1990
B.S. Accounting
Morris Catholic H.S. 1982 — 1986
Merrill Lynch September 2009 - November 2014
Keystone Trading Group January 2009 - February 2011
Citigroup Global Markets, Inc. March 1999 - December 2007
Prudential Securities 1996 - 1999
KPMG 1990 - 1996
Skills
Series 7, Series 9/10, Series 55, Series 63, Series 66, Securities, Investments, Capital Markets, Trading, Hedge Funds, Bloomberg, Leadership, Fixed Income, Equity Trading, Portfolio Management, Options, Equities
Education
University of Scranton 1986 — 1990
B.S. Accounting
Morris Catholic H.S. 1982 — 1986
Jeanine Erickson's Merrill Lynch Experience February 2003 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2003 - Present
Skills
Series 7
Education
University of Scranton 1994 — 1999
Bachelor of Arts (B.A.)
Merrill Lynch February 2003 - Present
Skills
Series 7
Education
University of Scranton 1994 — 1999
Bachelor of Arts (B.A.)
Eric J. Schneider's Merrill Lynch Experience May 2005 - May 2007
Job Dreamer
Industry Recreational Facilities and Services
Experience
Self July 2014 - Present
Charles Schwab July 2007 - July 2014
Merrill Lynch May 2005 - May 2007
Ameriprise Financial Services, Inc. December 2001 - May 2005
MCA Records March 1998 - March 2001
Skills
Series 7, Business Development, Strategic Planning, Series 63, Marketing, Public Speaking, Asset Allocation, Wealth Management, Retirement Planning, Marketing Strategy, Account Management, CRM, Investments, Sales, Dreamweaver
Education
University of San Francisco 1992 — 1996
Bachelor of Arts (B.A.), History
Self July 2014 - Present
Charles Schwab July 2007 - July 2014
Merrill Lynch May 2005 - May 2007
Ameriprise Financial Services, Inc. December 2001 - May 2005
MCA Records March 1998 - March 2001
Skills
Series 7, Business Development, Strategic Planning, Series 63, Marketing, Public Speaking, Asset Allocation, Wealth Management, Retirement Planning, Marketing Strategy, Account Management, CRM, Investments, Sales, Dreamweaver
Education
University of San Francisco 1992 — 1996
Bachelor of Arts (B.A.), History
Hang Jia's Merrill Lynch Experience January 1996 - January 1997
Job Director, Customer Engineering, Network Services at IPC
Industry Telecommunications
Experience
IPC September 2011 - Present
BTID (BT Americas) April 2010 - September 2011
BTID (BT Americas) January 2008 - March 2010
Radianz September 2002 - December 2007
MCIWorldcom July 1999 - August 2002
Merrill Lynch Asset Management January 1998 - January 1999
IXNET (acquired by Global Crossing) January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
nCUBE January 1995 - January 1996
Education
Rutgers University 1990 — 1993
Ph.D, Computer Aided Engineering
Rutgers University 1987 — 1990
MS, Computer Aided Engineering
University of Science and Technology of China
BS, Mechanical Engineering
IPC September 2011 - Present
BTID (BT Americas) April 2010 - September 2011
BTID (BT Americas) January 2008 - March 2010
Radianz September 2002 - December 2007
MCIWorldcom July 1999 - August 2002
Merrill Lynch Asset Management January 1998 - January 1999
IXNET (acquired by Global Crossing) January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
nCUBE January 1995 - January 1996
Education
Rutgers University 1990 — 1993
Ph.D, Computer Aided Engineering
Rutgers University 1987 — 1990
MS, Computer Aided Engineering
University of Science and Technology of China
BS, Mechanical Engineering
Colin Ullyott's Merrill Lynch Experience February 2000 - August 2001
Job VP of Sales Operations at Ixia
Industry Telecommunications
Experience
Ixia 2012 - Present
Ixia May 2002 - 2012
Merrill Lynch February 2000 - August 2001
Skills
Sales Operations, Financial Analysis, Strategic Partnerships, SaaS, Strategy, Start-ups, Salesforce.com, Solution Selling, Leadership, Financial Modeling, Product Management, Competitive Analysis, Executive Management, Enterprise Software, Telecommunications, Cloud Computing
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
University of Saskatchewan
Ixia 2012 - Present
Ixia May 2002 - 2012
Merrill Lynch February 2000 - August 2001
Skills
Sales Operations, Financial Analysis, Strategic Partnerships, SaaS, Strategy, Start-ups, Salesforce.com, Solution Selling, Leadership, Financial Modeling, Product Management, Competitive Analysis, Executive Management, Enterprise Software, Telecommunications, Cloud Computing
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
University of Saskatchewan
patrick kellachan's Merrill Lynch Experience March 2004 - July 2005
Job DirectorEquity Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
Deana Rackley's Merrill Lynch Experience November 2006 - January 2009
Job VP Rewards Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - January 2009
Merrill Lynch July 2004 - November 2006
Merrill Lynch June 2001 - July 2004
Education
University of Scranton 1997 — 2001
BS, Marketing
Merrill Lynch November 2006 - January 2009
Merrill Lynch July 2004 - November 2006
Merrill Lynch June 2001 - July 2004
Education
University of Scranton 1997 — 2001
BS, Marketing
MILAN LAGDAN's Merrill Lynch Experience September 2004 - December 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch September 2004 - December 2007
Skills
SQL, Requirements Analysis, SDLC, Business Analysis
Education
University of Santo Tomas
B.S.MATHEMATICS, ACTUARIAL SCIENCE
Merrill Lynch September 2004 - December 2007
Skills
SQL, Requirements Analysis, SDLC, Business Analysis
Education
University of Santo Tomas
B.S.MATHEMATICS, ACTUARIAL SCIENCE
Lindsey Leikam's Merrill Lynch Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Credit Suisse October 2009 - March 2014
Skills
Series 7, Equities, Investments, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Securities, Bloomberg, Fixed Income, Alternative Investments, Bonds
Education
University of San Diego 2005 — 2008
BA, Marketing, Management
Merrill Lynch March 2014 - Present
Credit Suisse October 2009 - March 2014
Skills
Series 7, Equities, Investments, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Securities, Bloomberg, Fixed Income, Alternative Investments, Bonds
Education
University of San Diego 2005 — 2008
BA, Marketing, Management
Jeffrey B. McCurley, COSS, COSM's Merrill Lynch Experience June 2005 - August 2007
Job Business Manager at S&S / Fire Safety / Fire Protection / Fire Suppression / Fire Alarm / Fire Supply
Industry Construction
Experience
S&S Sprinkler Company LLC August 2007 - Present
Merrill Lynch June 2005 - August 2007
UBS May 2003 - June 2005
BankTrust February 1996 - May 2003
Skills
Active Shooter, Hunter, shooting instructor, Father, Husband, football official, Management, Contractual Agreements, Collections, Sales Operations, Sales, Contract Negotiation, Finance, Fire Protection, Real Estate, Team Building, Construction Management, Logistics, Fire Alarm, Construction, Access Control
Education
University of South Alabama 1991 — 1995
Bachelor of Science, Depository Finance
S&S Sprinkler Company LLC August 2007 - Present
Merrill Lynch June 2005 - August 2007
UBS May 2003 - June 2005
BankTrust February 1996 - May 2003
Skills
Active Shooter, Hunter, shooting instructor, Father, Husband, football official, Management, Contractual Agreements, Collections, Sales Operations, Sales, Contract Negotiation, Finance, Fire Protection, Real Estate, Team Building, Construction Management, Logistics, Fire Alarm, Construction, Access Control
Education
University of South Alabama 1991 — 1995
Bachelor of Science, Depository Finance
John Birkhofer's Merrill Lynch Experience May 1998 - June 2009
Job Business Analyst Business Management (Project Services/Property Management) at American International Group
Industry Accounting
Experience
American International Group April 2010 - Present
Merrill Lynch May 1998 - June 2009
Merrill Lynch October 1988 - April 1998
Merrill Lynch December 1985 - September 1988
Dean Witter September 1983 - November 1985
Merrill Lynch June 1981 - August 1983
Skills
Financial Reporting, Financial Analysis, Budgets, Vendor Management, Forecasting, Risk Management, Capital Budgeting, Business Process..., Management, Managerial Finance, Finance, Project Management, Internal Controls, Facilities Management, Contract Management, Outsourcing, Access, Accounting, Process Improvement, Portfolio Management, General Ledger, Financial Accounting, Business Analysis, Accounts Payable, Financial Services, Financial Modeling, Analysis, Variance Analysis, Mergers & Acquisitions
Education
University of Scranton 1977 — 1981
BS, Accounting
University of Scranton 1977 — 1981
American International Group April 2010 - Present
Merrill Lynch May 1998 - June 2009
Merrill Lynch October 1988 - April 1998
Merrill Lynch December 1985 - September 1988
Dean Witter September 1983 - November 1985
Merrill Lynch June 1981 - August 1983
Skills
Financial Reporting, Financial Analysis, Budgets, Vendor Management, Forecasting, Risk Management, Capital Budgeting, Business Process..., Management, Managerial Finance, Finance, Project Management, Internal Controls, Facilities Management, Contract Management, Outsourcing, Access, Accounting, Process Improvement, Portfolio Management, General Ledger, Financial Accounting, Business Analysis, Accounts Payable, Financial Services, Financial Modeling, Analysis, Variance Analysis, Mergers & Acquisitions
Education
University of Scranton 1977 — 1981
BS, Accounting
University of Scranton 1977 — 1981
Michael Crimmins, CFP (R)'s Merrill Lynch Experience January 1997 - May 2002
Job Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2002 - Present
Merrill Lynch January 1997 - May 2002
Education
University of Scranton 1992 — 1996
Bachelor
St. Marys
St. Marys
UBS Financial Services, Inc. 2002 - Present
Merrill Lynch January 1997 - May 2002
Education
University of Scranton 1992 — 1996
Bachelor
St. Marys
St. Marys
Ari Brownstone's Merrill Lynch Experience January 2009 - March 2009
Job Associate Product Manager at TinyCo
Industry Entertainment
Experience
TinyCo May 2015 - Present
Luminary July 2013 - March 2015
Luminary Productions September 2012 - June 2013
mPowering June 2011 - September 2011
PeopleThink May 2011 - August 2011
AppDiscover June 2010 - August 2010
Hub Bay Area June 2009 - August 2009
Merrill Lynch January 2009 - March 2009
Skills
Video Game Production, Systems Design, Quantitative Modeling, Level Design, User Acquisition, Creative Writing, Analytics, Parse, Plastic SCM, Social Media, Social Networking, Facebook, Public Speaking, Blogging, Project Management, Customer Service, Conflict Management, Market Research, Marketing, Marketing Communications, Social Media Marketing, Public Relations, Research, Microsoft Office
Education
University of San Francisco 2011 — 2012
M.S., Global Entrepreneurship and Management – Joint Degree Program, Business, GPA: 3.87
University of San Francisco 2008 — 2011
B.S., Business Administration - Emphasis in Strategic Management, Minor in Economics, GPA 3.9
TinyCo May 2015 - Present
Luminary July 2013 - March 2015
Luminary Productions September 2012 - June 2013
mPowering June 2011 - September 2011
PeopleThink May 2011 - August 2011
AppDiscover June 2010 - August 2010
Hub Bay Area June 2009 - August 2009
Merrill Lynch January 2009 - March 2009
Skills
Video Game Production, Systems Design, Quantitative Modeling, Level Design, User Acquisition, Creative Writing, Analytics, Parse, Plastic SCM, Social Media, Social Networking, Facebook, Public Speaking, Blogging, Project Management, Customer Service, Conflict Management, Market Research, Marketing, Marketing Communications, Social Media Marketing, Public Relations, Research, Microsoft Office
Education
University of San Francisco 2011 — 2012
M.S., Global Entrepreneurship and Management – Joint Degree Program, Business, GPA: 3.87
University of San Francisco 2008 — 2011
B.S., Business Administration - Emphasis in Strategic Management, Minor in Economics, GPA 3.9
Robert Barbuto's Merrill Lynch Experience March 2012 - November 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Merrill Lynch March 2012 - November 2013
Lynx Capital Partners August 2002 - February 2012
Skills
Trading, Equities, Investments, Wealth Management, Options, Series 7, Bloomberg
Education
University of Scranton 1998 — 2002
Bachelors, Finance/Economics
NASD Series 7, 55, 63, 65 Licensing
Fidelity Investments December 2013 - Present
Merrill Lynch March 2012 - November 2013
Lynx Capital Partners August 2002 - February 2012
Skills
Trading, Equities, Investments, Wealth Management, Options, Series 7, Bloomberg
Education
University of Scranton 1998 — 2002
Bachelors, Finance/Economics
NASD Series 7, 55, 63, 65 Licensing
Giovanni Miranda's Merrill Lynch Experience May 2008 - January 2009
Job VDI Operations Engineer
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch May 2008 - January 2009
Skills
Risk Management, Virtualization, VMware Infrastructure, Powershell, Citrix, Technical Documentation, Employee Training, Enterprise Architecture
Education
University of Santo Tomas
BS Electronics and Communications Engineering
Bank of America January 2009 - Present
Merrill Lynch May 2008 - January 2009
Skills
Risk Management, Virtualization, VMware Infrastructure, Powershell, Citrix, Technical Documentation, Employee Training, Enterprise Architecture
Education
University of Santo Tomas
BS Electronics and Communications Engineering
Ron Hegardt, CIMA's Merrill Lynch Experience 2010 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Banc of America Investments 2003 - 2010
Morgan Stanley 1994 - 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, 401k Rollovers, Mutual Funds, Series 65, Retirement
Education
University of San Diego 1991 — 1992
Master of Business Administration (MBA)
Santa Clara University 1985 — 1989
Bachelor of Science in Commerce, Finance
Merrill Lynch 2010 - Present
Banc of America Investments 2003 - 2010
Morgan Stanley 1994 - 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, 401k Rollovers, Mutual Funds, Series 65, Retirement
Education
University of San Diego 1991 — 1992
Master of Business Administration (MBA)
Santa Clara University 1985 — 1989
Bachelor of Science in Commerce, Finance
Travis Hoyt's Merrill Lynch Experience June 2006 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Warner Pines Apartments June 2005 - June 2005
Mille Fleurs Restaurant June 2004 - August 2004
Skills
Salesforce.com, Microsoft Excel, Series 7
Education
University of San Francisco 2006 — 2010
BA Politics, Politics; Business
Merrill Lynch June 2006 - Present
Warner Pines Apartments June 2005 - June 2005
Mille Fleurs Restaurant June 2004 - August 2004
Skills
Salesforce.com, Microsoft Excel, Series 7
Education
University of San Francisco 2006 — 2010
BA Politics, Politics; Business
James F. Hill; CIMA®'s Merrill Lynch Experience February 2005 - September 2014
Job Financial Advisor, First Vice President at Wells Fargo Advisors , LLC
Industry Financial Services
Experience
Terrell-Hill Wealth Management of Wells Fargo Advisors September 2014 - Present
Merrill Lynch February 2005 - September 2014
Smith Barney January 1992 - February 2005
Skills
529 Plans, Qualified Retirement..., Series 7, Separately Managed..., Series 63, Intergenerational..., Multi-generational..., Asset Allocation, 401k Rollovers, Investments, Municipal Bonds, Wealth Management..., Alternative Investments, 401k, Retirement Planning, Strategic Financial..., IRAs, High Net Worth..., Small Business, Investment Strategies, Financial Planning, Investment Management, Wealth Management, Mutual Funds, Retirement, Finance
Education
University of South Alabama 1984 — 1989
B.S., Finance
Fairhope Highschool 1981 — 1984
High School
Terrell-Hill Wealth Management of Wells Fargo Advisors September 2014 - Present
Merrill Lynch February 2005 - September 2014
Smith Barney January 1992 - February 2005
Skills
529 Plans, Qualified Retirement..., Series 7, Separately Managed..., Series 63, Intergenerational..., Multi-generational..., Asset Allocation, 401k Rollovers, Investments, Municipal Bonds, Wealth Management..., Alternative Investments, 401k, Retirement Planning, Strategic Financial..., IRAs, High Net Worth..., Small Business, Investment Strategies, Financial Planning, Investment Management, Wealth Management, Mutual Funds, Retirement, Finance
Education
University of South Alabama 1984 — 1989
B.S., Finance
Fairhope Highschool 1981 — 1984
High School
Thomas Cassano's Merrill Lynch Experience January 2012 - Present
Job Assistant Vice President at Merrill Lynch; Bank of America
Industry Banking
Experience
Merrill Lynch January 2012 - Present
Merrill Lynch January 2011 - January 2012
Merrill Lynch May 2009 - August 2009
Vector Marketing October 2008 - May 2009
Education
University of Scranton 2006 — 2010
Bachelor, Business Administration
Chaminade High School
High School Graduate
Merrill Lynch January 2012 - Present
Merrill Lynch January 2011 - January 2012
Merrill Lynch May 2009 - August 2009
Vector Marketing October 2008 - May 2009
Education
University of Scranton 2006 — 2010
Bachelor, Business Administration
Chaminade High School
High School Graduate
Artie Silva's Merrill Lynch Experience 1995 - 2000
Job Electronic Client Solutions at JPMorgan Chase & Co
Industry Financial Services
Experience
JP Morgan 2010 - Present
International Securities Exchange 2001 - 2009
Merrill Lynch 1995 - 2000
Skills
Portfolio Management, Investments, FINRA, Vendor Management, Alternative Investments, SDLC, Mutual Funds, ETFs, AML, Asset Management, Hedge Funds, Bloomberg Terminal
Education
ST. Peters Boys HS
University of Scranton
Bachelor of Arts (BA), Communication/ Business
JP Morgan 2010 - Present
International Securities Exchange 2001 - 2009
Merrill Lynch 1995 - 2000
Skills
Portfolio Management, Investments, FINRA, Vendor Management, Alternative Investments, SDLC, Mutual Funds, ETFs, AML, Asset Management, Hedge Funds, Bloomberg Terminal
Education
ST. Peters Boys HS
University of Scranton
Bachelor of Arts (BA), Communication/ Business
Randy Ollenberger's Merrill Lynch Experience January 1996 - April 2002
Job
Industry Financial Services
Experience
BMO Capital Markets May 2002 - Present
Theatre Junction GRAND January 2014 - Present
Alberta Securities Commission June 2012 - Present
ETX Sysyems January 2006 - Present
Merrill Lynch January 1996 - April 2002
Canadian Association of Petroleum Producers (CAPP) January 1992 - December 1995
PanCanadian Petroleum September 1987 - December 1991
Skills
Capital Markets, Equities, Valuation
Education
University of Saskatchewan 1980 — 1986
MA
BMO Capital Markets May 2002 - Present
Theatre Junction GRAND January 2014 - Present
Alberta Securities Commission June 2012 - Present
ETX Sysyems January 2006 - Present
Merrill Lynch January 1996 - April 2002
Canadian Association of Petroleum Producers (CAPP) January 1992 - December 1995
PanCanadian Petroleum September 1987 - December 1991
Skills
Capital Markets, Equities, Valuation
Education
University of Saskatchewan 1980 — 1986
MA
Erin Webber's Merrill Lynch Experience April 1994 - May 2009
Job Vice President at Goldman Sachs
Industry Legal Services
Experience
Goldman Sachs April 2014 - Present
Goldman Sachs May 2012 - April 2014
Goldman Sachs November 2009 - December 2011
Merrill Lynch April 1994 - May 2009
ISDA September 1992 - April 1994
Skills
ISDA, Hedge Funds, Capital Markets, Derivatives, FX, Fixed Income, Swaps, Contract Negotiation, Documentation, Mutual Funds, Structured Products, FX Options, Securities, Structured Finance
Education
University of Scranton 1984 — 1988
Widener University School of Law (PA)
Doctor of Law (J.D.)
Goldman Sachs April 2014 - Present
Goldman Sachs May 2012 - April 2014
Goldman Sachs November 2009 - December 2011
Merrill Lynch April 1994 - May 2009
ISDA September 1992 - April 1994
Skills
ISDA, Hedge Funds, Capital Markets, Derivatives, FX, Fixed Income, Swaps, Contract Negotiation, Documentation, Mutual Funds, Structured Products, FX Options, Securities, Structured Finance
Education
University of Scranton 1984 — 1988
Widener University School of Law (PA)
Doctor of Law (J.D.)
Nicole Millett's Merrill Lynch Experience April 2002 - August 2007
Job Domestic Executive
Industry Financial Services
Experience
Merrill Lynch April 2002 - August 2007
Education
University of Scranton 1992 — 1996
BA, Marketing
Merrill Lynch April 2002 - August 2007
Education
University of Scranton 1992 — 1996
BA, Marketing
Anna Baluyot's Merrill Lynch Experience February 1998 - March 2003
Job ETL Architect at DTCC
Industry Investment Management
Experience
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
Chris Stallone's Merrill Lynch Experience May 2009 - January 2010
Job Senior Research Analyst at Nielsen
Industry Market Research
Experience
Nielsen Entertainment - Insights & Analytics August 2014 - Present
Nielsen - Advertiser Solutions July 2012 - July 2014
SumRidge Partners, LLC November 2011 - January 2012
Scranton/Wilkes-Barre Triple A Yankees May 2010 - September 2010
Merrill Lynch May 2009 - January 2010
Education
University of Scranton 2007 — 2011
B.S., Finance
Nielsen Entertainment - Insights & Analytics August 2014 - Present
Nielsen - Advertiser Solutions July 2012 - July 2014
SumRidge Partners, LLC November 2011 - January 2012
Scranton/Wilkes-Barre Triple A Yankees May 2010 - September 2010
Merrill Lynch May 2009 - January 2010
Education
University of Scranton 2007 — 2011
B.S., Finance
Edward Sorace's Merrill Lynch Experience December 2012 - January 2013
Job SAFEGBIS Analyst at Société Générale
Industry Financial Services
Experience
Société Générale FX/Cash Management InternSociété GénéraleJune 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Teamwork, Access, Time Management, Public Speaking, Outlook, Foreign Currency, Global Cash Management, Finance, Wealth Management, Capital Markets
Education
University of Scranton 2010 — 2014
BS, Business Administration and Management/Minor in Finance
Société Générale FX/Cash Management InternSociété GénéraleJune 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Teamwork, Access, Time Management, Public Speaking, Outlook, Foreign Currency, Global Cash Management, Finance, Wealth Management, Capital Markets
Education
University of Scranton 2010 — 2014
BS, Business Administration and Management/Minor in Finance
William Fredreck's Merrill Lynch Experience February 2003 - September 2007
Job Financial Services Professional
Industry Banking
Experience
Cipriani Bond Settlement LiaisonUBS Wealth ManagementOctober 2007 - November 2008
Merrill Lynch February 2003 - September 2007
Bank of New York Mellon August 2000 - January 2003
Education
University of Scranton
Communications
Cipriani Bond Settlement LiaisonUBS Wealth ManagementOctober 2007 - November 2008
Merrill Lynch February 2003 - September 2007
Bank of New York Mellon August 2000 - January 2003
Education
University of Scranton
Communications
Paul Boushka's Merrill Lynch Experience June 2012 - July 2012
Job Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture November 2012 - Present
Merrill Lynch June 2012 - July 2012
Phi Kappa Theta Fraternity December 2009 - December 2010
Accenture June 2010 - August 2010
Skills
Financial Reporting, Budgets, Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Access, Market Research, Customer Service, Data Analysis, Financial Accounting, Leadership, Salesforce.com, Spanish, Auditing, Pivot Tables, Team Leadership, Marketing, Social Media, Outlook, Risk Management, Analysis, Frugal Living, Consulting
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of San Diego 2008 — 2012
Bachelor's degree, Accounting
Rockhurst Jesuit High School 2004 — 2008
Accenture November 2012 - Present
Merrill Lynch June 2012 - July 2012
Phi Kappa Theta Fraternity December 2009 - December 2010
Accenture June 2010 - August 2010
Skills
Financial Reporting, Budgets, Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Access, Market Research, Customer Service, Data Analysis, Financial Accounting, Leadership, Salesforce.com, Spanish, Auditing, Pivot Tables, Team Leadership, Marketing, Social Media, Outlook, Risk Management, Analysis, Frugal Living, Consulting
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of San Diego 2008 — 2012
Bachelor's degree, Accounting
Rockhurst Jesuit High School 2004 — 2008
Kate Kuehn's Merrill Lynch Experience June 2007 - August 2007
Job Compensation Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2014 - Present
Goldman Sachs May 2012 - July 2014
New York Life Insurance Company January 2010 - May 2012
First Manhattan Consulting Group August 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Hedge Funds, Private Equity, Investments, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Bloomberg, Series 7, Asset Management
Education
University of Scranton 2005 — 2009
Bachelor, Finance
Apollo Global Management LLC July 2014 - Present
Goldman Sachs May 2012 - July 2014
New York Life Insurance Company January 2010 - May 2012
First Manhattan Consulting Group August 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Hedge Funds, Private Equity, Investments, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Bloomberg, Series 7, Asset Management
Education
University of Scranton 2005 — 2009
Bachelor, Finance
Andrew Burguiere's Merrill Lynch Experience April 2003 - March 2007
Job Director, ABF Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Shamus O'Rourke's Merrill Lynch Experience February 2014 - Present
Job Northern New England Complex Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch March 2011 - May 2013
Morgan Stanley May 2006 - March 2011
Education
University of San Diego 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch February 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch March 2011 - May 2013
Morgan Stanley May 2006 - March 2011
Education
University of San Diego 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
John S. Larkin's Merrill Lynch Experience 1982 - Present
Job Sr. VicePresident/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1982 - Present
Education
University of Scranton
Bachelor of Science, Political Science/Economics
Merrill Lynch 1982 - Present
Education
University of Scranton
Bachelor of Science, Political Science/Economics
Daniel Andriano's Merrill Lynch Experience January 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
assent trading August 2003 - December 2006
Merrill Lynch February 2001 - August 2003
Prudential Financial July 2000 - January 2001
Skills
Series 7, Series 63, Series 55, Equities, FINRA, Mutual Funds, Securities, Derivatives, Fixed Income, Hedge Funds, Trading, Financial Services, Prime Brokerage
Education
University of Scranton 1996 — 2000
Bachelor of Science (BS), Economics
Merrill Lynch January 2007 - Present
assent trading August 2003 - December 2006
Merrill Lynch February 2001 - August 2003
Prudential Financial July 2000 - January 2001
Skills
Series 7, Series 63, Series 55, Equities, FINRA, Mutual Funds, Securities, Derivatives, Fixed Income, Hedge Funds, Trading, Financial Services, Prime Brokerage
Education
University of Scranton 1996 — 2000
Bachelor of Science (BS), Economics
Janice Berisso's Merrill Lynch Experience March 2001 - November 2001
Job Project Manager at Arthur Schuman, Inc.
Industry Food Production
Experience
Arthur Schuman Inc. September 2014 - Present
Dr. Schar USA, Inc. December 2013 - September 2014
Schratter Foods, Inc. 2008 - December 2013
Community Services Group 2004 - 2008
Merrill Lynch March 2001 - November 2001
Fitch Ratings July 2000 - March 2001
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Project Management, Asset Managment, Microsoft Word, Access, Adobe Acrobat, Financial Analysis, Customer Service, Sales, Forecasting, Management
Education
University of Scranton 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
James Caldwell High School 1988 — 1992
High School Diploma
Arthur Schuman Inc. September 2014 - Present
Dr. Schar USA, Inc. December 2013 - September 2014
Schratter Foods, Inc. 2008 - December 2013
Community Services Group 2004 - 2008
Merrill Lynch March 2001 - November 2001
Fitch Ratings July 2000 - March 2001
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Project Management, Asset Managment, Microsoft Word, Access, Adobe Acrobat, Financial Analysis, Customer Service, Sales, Forecasting, Management
Education
University of Scranton 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
James Caldwell High School 1988 — 1992
High School Diploma
Sabrina Roberts's Merrill Lynch Experience January 2014 - Present
Job Client Associate at Merrill Lynch
Industry Construction
Experience
Merrill Lynch January 2014 - Present
Fabrizio Construction September 2012 - January 2014
Roberts Roost Baked Goods April 2008 - May 2010
BankBoston May 1995 - March 2000
BankBoston February 1994 - May 1995
Bank of Boston July 1990 - February 1994
Skills
Project Management, Process Management, Customer-focused Service, Written & Oral..., Staffing Coordination, staffing analysis, ADP Payroll, Communication Skills, SurveyMonkey, Survey Design, Invoice Processing, Software Evaluations, Profitability Tracking, Financial Analysis, Cross-functional Team..., Cross-functional..., Issues Managment, Risk Analysis
Education
Boston University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of San Diego 1986 — 1987
International Business
Merrill Lynch January 2014 - Present
Fabrizio Construction September 2012 - January 2014
Roberts Roost Baked Goods April 2008 - May 2010
BankBoston May 1995 - March 2000
BankBoston February 1994 - May 1995
Bank of Boston July 1990 - February 1994
Skills
Project Management, Process Management, Customer-focused Service, Written & Oral..., Staffing Coordination, staffing analysis, ADP Payroll, Communication Skills, SurveyMonkey, Survey Design, Invoice Processing, Software Evaluations, Profitability Tracking, Financial Analysis, Cross-functional Team..., Cross-functional..., Issues Managment, Risk Analysis
Education
Boston University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of San Diego 1986 — 1987
International Business
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank