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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Dean Turner Dean Turner's Merrill Lynch Experience March 2015 - Present
Job Private Wealth Analyst Relationship Manager
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
UBS Wealth Management July 2013 - February 2015
Midwestern Securities Trading Company, LLC May 2012 - June 2013
Jockey International, Inc. May 2011 - August 2011
-Jockey International Inc June 2010 - August 2010
Estudio La Storia June 2009 - August 2009
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship, Marketing, Finance, Graduated Magna Cum Laude
Bradley University 2008 — 2012
Bachelor of Science, Entrepreneurship; Marketing and Finance
Merrill Lynch March 2015 - Present
UBS Wealth Management July 2013 - February 2015
Midwestern Securities Trading Company, LLC May 2012 - June 2013
Jockey International, Inc. May 2011 - August 2011
-Jockey International Inc June 2010 - August 2010
Estudio La Storia June 2009 - August 2009
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship, Marketing, Finance, Graduated Magna Cum Laude
Bradley University 2008 — 2012
Bachelor of Science, Entrepreneurship; Marketing and Finance
Eric Watson Eric Watson's Merrill Lynch Experience October 2001 - November 2010
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners September 2014 - Present
UBS Financial Services, Inc. November 2010 - September 2014
Merrill Lynch October 2001 - November 2010
Prudential Financial September 1997 - September 2001
Education
Bowling Green State University 1989 — 1993
Bachelor's degree, Finance
Snowden Lane Partners September 2014 - Present
UBS Financial Services, Inc. November 2010 - September 2014
Merrill Lynch October 2001 - November 2010
Prudential Financial September 1997 - September 2001
Education
Bowling Green State University 1989 — 1993
Bachelor's degree, Finance
Fadil Ramadani Fadil Ramadani's Merrill Lynch Experience August 2012 - January 2013
Job Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate June 2014 - Present
Chapin Davis January 2014 - June 2014
Merrill Lynch August 2012 - January 2013
Skills
Investments, Alternative Investments, Macroeconomics, Matlab, FX trading, Equity Research, Econometrics, Global Macro, Portfolio Management, Asset Management
Education
Bradley University
Master's Degree, Quantitative Finance
Bradley University
Bachelor's degree, Quantitative Finance
Allstate June 2014 - Present
Chapin Davis January 2014 - June 2014
Merrill Lynch August 2012 - January 2013
Skills
Investments, Alternative Investments, Macroeconomics, Matlab, FX trading, Equity Research, Econometrics, Global Macro, Portfolio Management, Asset Management
Education
Bradley University
Master's Degree, Quantitative Finance
Bradley University
Bachelor's degree, Quantitative Finance
Kendra Warren Kendra Warren's Merrill Lynch Experience June 2014 - August 2014
Job Regulatory Management State Farm Bank, Bloomington, IL
Industry Financial Services
Experience
State Farm July 2015 - Present
Wells Fargo Advisors January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
John C. Purnell MD June 2013 - August 2013
The Pantagraph June 2010 - August 2012
Skills
Time Management, Leadership, Event Planning, Marketing, Financial Management..., Data Analysis, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Problem Solving, Mac OS
Education
Bradley University 2011 — 2014
Bachelor's Degree, Economics, 3.32/4.0 GPA
State Farm July 2015 - Present
Wells Fargo Advisors January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
John C. Purnell MD June 2013 - August 2013
The Pantagraph June 2010 - August 2012
Skills
Time Management, Leadership, Event Planning, Marketing, Financial Management..., Data Analysis, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Problem Solving, Mac OS
Education
Bradley University 2011 — 2014
Bachelor's Degree, Economics, 3.32/4.0 GPA
Brett Gorman Brett Gorman's Merrill Lynch Experience June 2008 - January 2011
Job Vice President at BBR Partners
Industry Investment Management
Experience
BBR Partners June 2015 - Present
BBR Partners August 2011 - Present
Merrill Lynch June 2008 - January 2011
Education
Bowdoin College 2007 — 2011
Economics and History
BBR Partners June 2015 - Present
BBR Partners August 2011 - Present
Merrill Lynch June 2008 - January 2011
Education
Bowdoin College 2007 — 2011
Economics and History
Robert Lefley V Robert Lefley V's Merrill Lynch Experience September 2006 - May 2008
Job Sales at CML Enterprises Inc. & Real Estate Broker
Industry Wholesale
Experience
CML Enterprises Inc. March 2013 - Present
Charles Rutenberg Realty of Illinois July 2014 - Present
Quiet Light Securities LLC November 2008 - February 2013
Merrill Lynch September 2006 - May 2008
Skills
Investments, Calibration, Instrumentation, Valves, Filters, Real Estate License, Test & Measurement..., Sales Management, Real Estate, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Wealth Management, Trading, Analysis, Options, Bloomberg, Capital Markets, Derivatives, Management, Control Valves, Process Control, Project Management, Sales Process, New Business Development, Real Estate Transactions
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
CML Enterprises Inc. March 2013 - Present
Charles Rutenberg Realty of Illinois July 2014 - Present
Quiet Light Securities LLC November 2008 - February 2013
Merrill Lynch September 2006 - May 2008
Skills
Investments, Calibration, Instrumentation, Valves, Filters, Real Estate License, Test & Measurement..., Sales Management, Real Estate, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Wealth Management, Trading, Analysis, Options, Bloomberg, Capital Markets, Derivatives, Management, Control Valves, Process Control, Project Management, Sales Process, New Business Development, Real Estate Transactions
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
Surbi Luhadia's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate, Corporate Development at Urban Land Institute
Industry Real Estate
Experience
Urban Land Institute September 2015 - Present
GE Capital Real Estate June 2014 - August 2015
GE Capital Real Estate July 2012 - June 2014
Martha Stewart Living Omnimedia June 2011 - August 2011
Allegra Strategies January 2011 - April 2011
The TJX Companies May 2010 - August 2010
PUMA AG Rudolf Dassler Sport January 2010 - May 2010
US Pharma Lab. May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Leadership, Marketing, Microsoft Word, Market Research, Sales, Research, Advertising, Management Consulting, Competitive Analysis, Public Speaking, Product Management, Strategy, Segmentation, Teamwork, Financial Analysis, Time Management, Blogging, Merchandising, Public Relations, Product Development
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration; Cum Laude, Marketing, Operations Management
Boston University - London Internship Program
Urban Land Institute September 2015 - Present
GE Capital Real Estate June 2014 - August 2015
GE Capital Real Estate July 2012 - June 2014
Martha Stewart Living Omnimedia June 2011 - August 2011
Allegra Strategies January 2011 - April 2011
The TJX Companies May 2010 - August 2010
PUMA AG Rudolf Dassler Sport January 2010 - May 2010
US Pharma Lab. May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Leadership, Marketing, Microsoft Word, Market Research, Sales, Research, Advertising, Management Consulting, Competitive Analysis, Public Speaking, Product Management, Strategy, Segmentation, Teamwork, Financial Analysis, Time Management, Blogging, Merchandising, Public Relations, Product Development
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration; Cum Laude, Marketing, Operations Management
Boston University - London Internship Program
Samuel Maloy's Merrill Lynch Experience February 2012 - May 2012
Job FSO Assurance Staff at Ernst & Young
Industry Accounting
Experience
College AppAssist Incorporated June 2012 - Present
Boston University SMG Information Services & Technology September 2012 - May 2014
Killik & Co October 2013 - December 2013
Ernst & Young June 2013 - August 2013
FiberMark March 2013 - March 2013
Staples June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Boston University SMG Graduate Program Office September 2011 - May 2012
Rindge Pizza Haven July 2007 - August 2011
Boston University Housing Office October 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Finance, Non-profit..., Teamwork, Auditing, Corporate Finance, Financial Analysis, Spanish, Research, Valuation, Cisco Telepresence, Facebook, Outlook, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Adminstration, Accounting and Finance
Conant High School 2007 — 2010
College AppAssist Incorporated June 2012 - Present
Boston University SMG Information Services & Technology September 2012 - May 2014
Killik & Co October 2013 - December 2013
Ernst & Young June 2013 - August 2013
FiberMark March 2013 - March 2013
Staples June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Boston University SMG Graduate Program Office September 2011 - May 2012
Rindge Pizza Haven July 2007 - August 2011
Boston University Housing Office October 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Finance, Non-profit..., Teamwork, Auditing, Corporate Finance, Financial Analysis, Spanish, Research, Valuation, Cisco Telepresence, Facebook, Outlook, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Adminstration, Accounting and Finance
Conant High School 2007 — 2010
Holly Morgan Loftis Holly Morgan Loftis's Merrill Lynch Experience January 2010 - May 2010
Job Attorney at Mayer Brown
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP September 2015 - Present
Mayer Brown May 2010 - Present
Merrill Lynch January 2010 - May 2010
Mayer Brown 2008 - 2008
Katten Muchin Rosenman LLP 2008 - 2008
Skills
Banking Law, Securitization, Legal Advice, Financial Regulation, Private Equity
Education
Boston University School of Law 2009 — 2010
LLM, Banking and Finance
Wake Forest University School of Law 2006 — 2009
J.D., Finance
Texas A&M University 2002 — 2006
BS
Cadwalader, Wickersham & Taft LLP September 2015 - Present
Mayer Brown May 2010 - Present
Merrill Lynch January 2010 - May 2010
Mayer Brown 2008 - 2008
Katten Muchin Rosenman LLP 2008 - 2008
Skills
Banking Law, Securitization, Legal Advice, Financial Regulation, Private Equity
Education
Boston University School of Law 2009 — 2010
LLM, Banking and Finance
Wake Forest University School of Law 2006 — 2009
J.D., Finance
Texas A&M University 2002 — 2006
BS
Dan Christ, CFP® Dan Christ, CFP®'s Merrill Lynch Experience April 1987 - February 2009
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors February 2009 - April 2015
Merrill Lynch April 1987 - February 2009
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors February 2009 - April 2015
Merrill Lynch April 1987 - February 2009
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Timothy Poulin's Merrill Lynch Experience June 2009 - August 2009
Job Product Consultant at Lord, Abbett & Co. LLC
Industry Management Consulting
Experience
Lord, Abbett & Co. LLC April 2014 - Present
Orion Consultants July 2011 - April 2014
Conde Nast September 2010 - June 2011
Rosetta Stone June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Bridger Conway June 2008 - August 2008
Education
Bowdoin College 2006 — 2010
B.A., Economics, Chinese Studies
Fudan University 2009 — 2009
Chinese Language, Culture, and Economy
Middlebury College 2007 — 2007
Chinese Language
Lord, Abbett & Co. LLC April 2014 - Present
Orion Consultants July 2011 - April 2014
Conde Nast September 2010 - June 2011
Rosetta Stone June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Bridger Conway June 2008 - August 2008
Education
Bowdoin College 2006 — 2010
B.A., Economics, Chinese Studies
Fudan University 2009 — 2009
Chinese Language, Culture, and Economy
Middlebury College 2007 — 2007
Chinese Language
Teo Ferreira, CFP® Teo Ferreira, CFP®'s Merrill Lynch Experience September 2009 - August 2012
Job Client Counselor at Wingate Wealth Advisors, LLC
Industry Financial Services
Experience
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Jean Yao Jean Yao's Merrill Lynch Experience March 1997 - March 1999
Job Vice President, Regional Compliance Officer at JP Morgan Chase & Co
Industry Financial Services
Experience
JP Morgan Chase & Co August 2014 - Present
Financial Industry Regulatory Authority March 2010 - January 2014
Financial Industry Regulatory Authority August 2000 - February 2010
Bloomberg LP May 1999 - August 2000
Merrill Lynch March 1997 - March 1999
Education
University of Massachusetts, Amherst 1995 — 1998
MBA, Business Administration and Management, General
Bradley University 1991 — 1993
Business Foundation Courses, Accounting, Finance, Economics, Statistics, 4.0
National Taiwan University
Bachelor of Science (BS), Medical Technology/Clinical Laboratory Medicine
JP Morgan Chase & Co August 2014 - Present
Financial Industry Regulatory Authority March 2010 - January 2014
Financial Industry Regulatory Authority August 2000 - February 2010
Bloomberg LP May 1999 - August 2000
Merrill Lynch March 1997 - March 1999
Education
University of Massachusetts, Amherst 1995 — 1998
MBA, Business Administration and Management, General
Bradley University 1991 — 1993
Business Foundation Courses, Accounting, Finance, Economics, Statistics, 4.0
National Taiwan University
Bachelor of Science (BS), Medical Technology/Clinical Laboratory Medicine
Glen W. Darby Glen W. Darby's Merrill Lynch Experience August 1983 - July 2011
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2014 - Present
Barclays July 2011 - August 2014
Merrill Lynch August 1983 - July 2011
Education
Bowdoin College 1978 — 1982
Bachelor of Arts (B.A.), Economics
Middlesex School 1974 — 1978
UBS Financial Services Inc. August 2014 - Present
Barclays July 2011 - August 2014
Merrill Lynch August 1983 - July 2011
Education
Bowdoin College 1978 — 1982
Bachelor of Arts (B.A.), Economics
Middlesex School 1974 — 1978
Thomas Cui (Tsuei)'s Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Investors Capital Corporation
Industry Investment Management
Experience
Investors Capital Corporation April 2014 - Present
Kaufman International Holdings June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Far Eastern Capital Management June 2007 - 2010
Studio A Co. June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Client Development, Financial Modeling, Financial Analysis, Time Management, Leadership, Investments, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Cate School
TAS
Investors Capital Corporation April 2014 - Present
Kaufman International Holdings June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Far Eastern Capital Management June 2007 - 2010
Studio A Co. June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Client Development, Financial Modeling, Financial Analysis, Time Management, Leadership, Investments, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Cate School
TAS
Steve Fuchs's Merrill Lynch Experience 1982 - 1985
Job Attorney, Investment Banker, Entrepreneur
Industry Higher Education
Experience
College of the Desert December 2014 - Present
Barterball.com 2012 - Present
Hartman & Levine / Sidley Holding Corp. 1972 - 2015
LawTek Media Group, LLC 1995 - July 2014
ZTL Companies, Inc. 2012 - 2013
Steven L. Fuchs, Attorney at Law 1990 - 1994
Steven L. Fuchs, J.D., Consultant 1990 - 1991
Fuchs Capital Corporation 1988 - 1990
Drexel Burnham Lambert 1985 - 1987
Merrill Lynch 1982 - 1985
Skills
Internet, Product Development, Law, Commercial Real Estate, Corporate Finance, Publishing, Securities, Venture Capital, Entrepreneurship, Due Diligence, Mergers, Start-ups, Private Equity, Investments, Real Estate, Restructuring, Small Business, Legal, Mergers & Acquisitions, Strategic Planning, Online Advertising, Corporate Law, Public Relations, Business Development, Advertising, Finance, Management, Press Releases, Marketing, Contract Negotiation, Budgets, Strategic Partnerships, Social Media Marketing, Executive Management, Integrated Marketing, Online Marketing, Google Analytics, Sales, Corporate Development, Google Adwords, E-commerce, Lead Generation, Real Estate Transactions, Competitive Analysis, Web Marketing, SEM, Email Marketing, Newsletters, Social Networking, Web Analytics
Education
NYU Schack Institute of Real Estate 1979 — 1980
Certificate (six advanced-level courses), Real Estate Finance & Investment
Boston University School of Law 1977 — 1980
Doctor of Law (J.D.), Real Estate, Tax, Securities, Corporate
New York University, Washington Square College 1975 — 1977
BA, Politics (major) Philosophy (minor), 3.8
Franconia College 1973 — 1975
AA, Political Science and Government
College of the Desert December 2014 - Present
Barterball.com 2012 - Present
Hartman & Levine / Sidley Holding Corp. 1972 - 2015
LawTek Media Group, LLC 1995 - July 2014
ZTL Companies, Inc. 2012 - 2013
Steven L. Fuchs, Attorney at Law 1990 - 1994
Steven L. Fuchs, J.D., Consultant 1990 - 1991
Fuchs Capital Corporation 1988 - 1990
Drexel Burnham Lambert 1985 - 1987
Merrill Lynch 1982 - 1985
Skills
Internet, Product Development, Law, Commercial Real Estate, Corporate Finance, Publishing, Securities, Venture Capital, Entrepreneurship, Due Diligence, Mergers, Start-ups, Private Equity, Investments, Real Estate, Restructuring, Small Business, Legal, Mergers & Acquisitions, Strategic Planning, Online Advertising, Corporate Law, Public Relations, Business Development, Advertising, Finance, Management, Press Releases, Marketing, Contract Negotiation, Budgets, Strategic Partnerships, Social Media Marketing, Executive Management, Integrated Marketing, Online Marketing, Google Analytics, Sales, Corporate Development, Google Adwords, E-commerce, Lead Generation, Real Estate Transactions, Competitive Analysis, Web Marketing, SEM, Email Marketing, Newsletters, Social Networking, Web Analytics
Education
NYU Schack Institute of Real Estate 1979 — 1980
Certificate (six advanced-level courses), Real Estate Finance & Investment
Boston University School of Law 1977 — 1980
Doctor of Law (J.D.), Real Estate, Tax, Securities, Corporate
New York University, Washington Square College 1975 — 1977
BA, Politics (major) Philosophy (minor), 3.8
Franconia College 1973 — 1975
AA, Political Science and Government
Karen Dunphy Karen Dunphy's Merrill Lynch Experience March 2008 - March 2010
Job Director, Global Institutional Consulting at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch January 2012 - October 2012
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Merrill Lynch October 2006 - March 2008
Merrill Lynch November 2001 - October 2006
Skills
Retirement, 401k, Product Marketing, Series 7, Relationship Management, Wealth Management, Financial Services, Defined Contribution, Financial Advisory, Program Management, Strategy, Mutual Funds, Product Management, Retirement Planning, Investments
Education
Rider University 1996 — 2000
MBA, Marketing
Bradley University 1989 — 1993
BA, International Business
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch January 2012 - October 2012
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Merrill Lynch October 2006 - March 2008
Merrill Lynch November 2001 - October 2006
Skills
Retirement, 401k, Product Marketing, Series 7, Relationship Management, Wealth Management, Financial Services, Defined Contribution, Financial Advisory, Program Management, Strategy, Mutual Funds, Product Management, Retirement Planning, Investments
Education
Rider University 1996 — 2000
MBA, Marketing
Bradley University 1989 — 1993
BA, International Business
Daryl McLean Daryl McLean's Merrill Lynch Experience June 2007 - August 2008
Job Field Coordinator of Communications at Local Initiatives Support Corporation (LISC)
Industry Banking
Experience
Local Initiatives Support Corporation (LISC) December 2014 - Present
Bank of America March 2009 - December 2014
Sound International January 2001 - January 2010
Merrill Lynch June 2007 - August 2008
Merrill Lynch & Co June 2006 - August 2006
Skills
Project Management, Salesforce.com, SharePoint, Series 7, Series 63, Series 55, Trading, Equities, Capital Markets, Bloomberg, Mutual Funds, ETFs, FINRA, Trading Systems, Corporate Finance, Leadership, Finance, Business Development
Education
Bowdoin College 2003 — 2007
Bachelor of Arts, Government & Legal Studies, 3.3
Tuck School of Business at Dartmouth 2005 — 2005
Certificate of completion, The Summer Bridge Program
Buckingham Browne & Nichols School 1999 — 2003
High school Diploma
Nativity Preparatory School for Boys 1995 — 1999
Local Initiatives Support Corporation (LISC) December 2014 - Present
Bank of America March 2009 - December 2014
Sound International January 2001 - January 2010
Merrill Lynch June 2007 - August 2008
Merrill Lynch & Co June 2006 - August 2006
Skills
Project Management, Salesforce.com, SharePoint, Series 7, Series 63, Series 55, Trading, Equities, Capital Markets, Bloomberg, Mutual Funds, ETFs, FINRA, Trading Systems, Corporate Finance, Leadership, Finance, Business Development
Education
Bowdoin College 2003 — 2007
Bachelor of Arts, Government & Legal Studies, 3.3
Tuck School of Business at Dartmouth 2005 — 2005
Certificate of completion, The Summer Bridge Program
Buckingham Browne & Nichols School 1999 — 2003
High school Diploma
Nativity Preparatory School for Boys 1995 — 1999
Craig Pickering Craig Pickering's Merrill Lynch Experience September 2001 - January 2009
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch September 2001 - January 2009
McDonald and Company August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch September 2001 - January 2009
McDonald and Company August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Jill Koehler Jill Koehler's Merrill Lynch Experience 1977 - 1985
Job Sr. Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1985 - Present
Merrill Lynch 1977 - 1985
Marathon Oil Corporation 1975 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Bowling Green State University
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University
Wells Fargo Advisors January 1985 - Present
Merrill Lynch 1977 - 1985
Marathon Oil Corporation 1975 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Bowling Green State University
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University
Joshua Rickard, ASA, MAAA Joshua Rickard, ASA, MAAA's Merrill Lynch Experience December 2010 - April 2011
Job Consultant
Industry Insurance
Experience
Arthur J. Gallagher & Co. January 2012 - Present
DePaul University January 2011 - June 2012
Trustmark Insurance May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
Skills
Forecasting, Actuarial Science, Statistics, Microsoft Excel, Statistical Modeling, Excel, Analysis, Employee Benefits, Insurance, Access, SQL, VBA, R, SAS, Risk Management, Data Analysis
Education
DePaul University 2011 — 2012
Masters of Science, Applied Statisitcs
Bradley University 2006 — 2010
B.S., Actuarial Science
Arthur J. Gallagher & Co. January 2012 - Present
DePaul University January 2011 - June 2012
Trustmark Insurance May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
Skills
Forecasting, Actuarial Science, Statistics, Microsoft Excel, Statistical Modeling, Excel, Analysis, Employee Benefits, Insurance, Access, SQL, VBA, R, SAS, Risk Management, Data Analysis
Education
DePaul University 2011 — 2012
Masters of Science, Applied Statisitcs
Bradley University 2006 — 2010
B.S., Actuarial Science
Jim Caron Jim Caron's Merrill Lynch Experience March 1997 - July 2006
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Craig Howarth Craig Howarth's Merrill Lynch Experience September 2000 - December 2001
Job Senior iOS Developer at The New York Times
Industry Computer Software
Experience
The New York Times July 2014 - Present
Rare Robot LLC May 2014 - June 2014
Makr (Happy Studio Inc.) June 2012 - April 2014
Rare Robot LLC August 2010 - May 2012
Time Warner Inc. April 2005 - July 2010
Vis.align February 2003 - April 2005
Binney & Smith January 2002 - February 2003
Merrill Lynch September 2000 - December 2001
All Nippon Airways January 1999 - December 2001
Wachtell, Lipton, Rosen & Katz February 1996 - September 2000
Skills
Objective-C, Cocoa, iOS Development, SQL, Xcode, iPhone development, Core Data, iPad Development, Interface Builder, iPhone, C, Cocoa Touch, iOS, JSON, Mobile Applications, Programming, Application Development, iPad, iOS development, Software Development, ASP.NET, Visual Basic, Microsoft SQL Server, jQuery, Databases, User Interface Design, Database Design, User Interface, Ruby, OOP, REST, Git, HTML 5, CSS
Education
Bowling Green State University
BSBA, Management Information Systems
School of Visual Arts
CE, Graphic Design
The New York Times July 2014 - Present
Rare Robot LLC May 2014 - June 2014
Makr (Happy Studio Inc.) June 2012 - April 2014
Rare Robot LLC August 2010 - May 2012
Time Warner Inc. April 2005 - July 2010
Vis.align February 2003 - April 2005
Binney & Smith January 2002 - February 2003
Merrill Lynch September 2000 - December 2001
All Nippon Airways January 1999 - December 2001
Wachtell, Lipton, Rosen & Katz February 1996 - September 2000
Skills
Objective-C, Cocoa, iOS Development, SQL, Xcode, iPhone development, Core Data, iPad Development, Interface Builder, iPhone, C, Cocoa Touch, iOS, JSON, Mobile Applications, Programming, Application Development, iPad, iOS development, Software Development, ASP.NET, Visual Basic, Microsoft SQL Server, jQuery, Databases, User Interface Design, Database Design, User Interface, Ruby, OOP, REST, Git, HTML 5, CSS
Education
Bowling Green State University
BSBA, Management Information Systems
School of Visual Arts
CE, Graphic Design
John Randall John Randall's Merrill Lynch Experience 1999 - 1999
Job Senior Vice President at PCCP, LLC
Industry Commercial Real Estate
Experience
PCCP, LLC December 2009 - Present
Lehman Brothers 2004 - 2009
Deutsche Bank 2000 - 2004
Merrill Lynch 1999 - 1999
Daiwa Securities 1996 - 1998
Jones Lang Wootton USA 1994 - 1996
Arthur Andersen 1993 - 1994
Skills
Real Estate, Real Estate Economics, Mezzanine, Asset Managment, Valuation, Investments, CMBS, Due Diligence, Underwriting
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Bowdoin College 1988 — 1992
AB, Economics and Government
PCCP, LLC December 2009 - Present
Lehman Brothers 2004 - 2009
Deutsche Bank 2000 - 2004
Merrill Lynch 1999 - 1999
Daiwa Securities 1996 - 1998
Jones Lang Wootton USA 1994 - 1996
Arthur Andersen 1993 - 1994
Skills
Real Estate, Real Estate Economics, Mezzanine, Asset Managment, Valuation, Investments, CMBS, Due Diligence, Underwriting
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Bowdoin College 1988 — 1992
AB, Economics and Government
Mark Reisman's Merrill Lynch Experience September 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Morgan Stanley May 2007 - September 2009
Education
Bowling Green State University 1966 — 1970
BS, Business
Merrill Lynch September 2009 - Present
Morgan Stanley May 2007 - September 2009
Education
Bowling Green State University 1966 — 1970
BS, Business
Hafeez Esmail's Merrill Lynch Experience April 2006 - September 2007
Job CCO at Main Management, LLC
Industry Investment Management
Experience
Main Management, LLC January 2013 - Present
Main Management LLC September 2007 - January 2013
Merrill Lynch April 2006 - September 2007
Morgan Stanley March 2005 - April 2006
Skills
ETFs, Alternative Investments, Series 7, Asset Allocation, Equities, Investments, Mutual Funds, Capital Markets, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Private Equity, Fixed Income, Series 66
Education
Seton Hall University School of Law 1997 — 2000
J.D., Law
Bowdoin College 1990 — 1994
A.B., Government & Economics
St Marks School 1988 — 1990
Diploma, High school
Hillcrest Secondary School
Main Management, LLC January 2013 - Present
Main Management LLC September 2007 - January 2013
Merrill Lynch April 2006 - September 2007
Morgan Stanley March 2005 - April 2006
Skills
ETFs, Alternative Investments, Series 7, Asset Allocation, Equities, Investments, Mutual Funds, Capital Markets, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Private Equity, Fixed Income, Series 66
Education
Seton Hall University School of Law 1997 — 2000
J.D., Law
Bowdoin College 1990 — 1994
A.B., Government & Economics
St Marks School 1988 — 1990
Diploma, High school
Hillcrest Secondary School
Patrick Lawlor's Merrill Lynch Experience June 2012 - August 2012
Job Underwriter at Gen Re
Industry Insurance
Experience
Gen Re July 2013 - Present
Merrill Lynch June 2012 - August 2012
Giarusso, Norton, Cooley & McGlone, P.C. June 2011 - August 2011
Skills
Customer Relations, Customer Service, Microsoft Excel, Research, Social Media, Leadership, Data Analysis
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics & Government and Legal Studies
University College Cork
Hanover High School 2005 — 2009
Gen Re July 2013 - Present
Merrill Lynch June 2012 - August 2012
Giarusso, Norton, Cooley & McGlone, P.C. June 2011 - August 2011
Skills
Customer Relations, Customer Service, Microsoft Excel, Research, Social Media, Leadership, Data Analysis
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics & Government and Legal Studies
University College Cork
Hanover High School 2005 — 2009
Angela Martin-Moushon's Merrill Lynch Experience August 2001 - May 2002
Job Parts Strategy Manager at Caterpillar Inc.
Industry Machinery
Experience
Caterpillar Inc. HOPE & BoardChildren's Hospital of Illinois2011 - 2014
Caterpillar Inc. November 2008 - November 2012
Caterpillar Inc February 2005 - October 2008
Caterpillar Inc April 2003 - January 2005
Caterpillar August 2002 - May 2003
Merrill Lynch August 2001 - May 2002
Walt Disney World January 2001 - May 2002
Par-A-Dice Hotel and Casino 1996 - 1999
Skills
Black Belt, DMAIC, Change Management, Budgets, Continuous Improvement, Customer Service, Heavy Equipment, Leadership Development, Marketing, Operations Management, Portfolio Management, Process Improvement, Project Management, Root Cause Analysis, Sales Management, Six Sigma, Strategy, Strategic Planning, Team Building, Training, Value Stream Mapping
Education
The University of Connecticut 2006 — 2008
Master, Business Administration; Finance
Bradley University 1999 — 2002
Bachelor of Arts, Business Administration; International Business; Marketing Language specialization - French
INTERNATIONAL EXPERIENCE
Caterpillar Inc. HOPE & BoardChildren's Hospital of Illinois2011 - 2014
Caterpillar Inc. November 2008 - November 2012
Caterpillar Inc February 2005 - October 2008
Caterpillar Inc April 2003 - January 2005
Caterpillar August 2002 - May 2003
Merrill Lynch August 2001 - May 2002
Walt Disney World January 2001 - May 2002
Par-A-Dice Hotel and Casino 1996 - 1999
Skills
Black Belt, DMAIC, Change Management, Budgets, Continuous Improvement, Customer Service, Heavy Equipment, Leadership Development, Marketing, Operations Management, Portfolio Management, Process Improvement, Project Management, Root Cause Analysis, Sales Management, Six Sigma, Strategy, Strategic Planning, Team Building, Training, Value Stream Mapping
Education
The University of Connecticut 2006 — 2008
Master, Business Administration; Finance
Bradley University 1999 — 2002
Bachelor of Arts, Business Administration; International Business; Marketing Language specialization - French
INTERNATIONAL EXPERIENCE
Sparky Dasrath Sparky Dasrath's Merrill Lynch Experience July 2011 - August 2013
Job Senior UI Developer at Bank of America
Industry Computer Software
Experience
Bank of America September 2015 - Present
TD September 2013 - August 2015
Merrill Lynch July 2011 - August 2013
Bank of America July 2011 - August 2013
AFTER-MOUSE.com January 2011 - June 2011
Infusion Development November 2009 - December 2010
fun() October 2009 - December 2009
Habitat for Humanity 2005 - 2006
Civilian Medical Response Center 2002 - 2004
Skills
WPF, C#, .NET, LINQ, Visual Studio, Microsoft SQL Server, Agile Methodologies, Test Driven Development, Design Patterns, Scrum, WinForms
Education
Drexel University 2002 — 2005
Master in Electrical Engineering (MSEE), Electrical &Telecommunications Engineering
Bradley University 1997 — 2001
Bachelor in Electrical Engineering, Electrical Engineering
H. Lavity Stoutt Community College 1995 — 1997
Associate in Natural Science, Math, Physics
Bank of America September 2015 - Present
TD September 2013 - August 2015
Merrill Lynch July 2011 - August 2013
Bank of America July 2011 - August 2013
AFTER-MOUSE.com January 2011 - June 2011
Infusion Development November 2009 - December 2010
fun() October 2009 - December 2009
Habitat for Humanity 2005 - 2006
Civilian Medical Response Center 2002 - 2004
Skills
WPF, C#, .NET, LINQ, Visual Studio, Microsoft SQL Server, Agile Methodologies, Test Driven Development, Design Patterns, Scrum, WinForms
Education
Drexel University 2002 — 2005
Master in Electrical Engineering (MSEE), Electrical &Telecommunications Engineering
Bradley University 1997 — 2001
Bachelor in Electrical Engineering, Electrical Engineering
H. Lavity Stoutt Community College 1995 — 1997
Associate in Natural Science, Math, Physics
Marvin Powell, CFA Marvin Powell, CFA's Merrill Lynch Experience June 2006 - May 2007
Job
Industry Banking
Experience
State Farm December 2011 - Present
Community Foundation of Central Illinois April 2014 - Present
CFA Institute 2013 - Present
Bradley University January 2014 - December 2014
Growmark January 2009 - December 2011
Bradley University July 2007 - June 2008
Merrill Lynch June 2006 - May 2007
self employed 2004 - 2007
Education
Bradley University 2007 — 2008
MBA
Bradley University 2003 — 2007
Bachelor of Science, Finance
State Farm December 2011 - Present
Community Foundation of Central Illinois April 2014 - Present
CFA Institute 2013 - Present
Bradley University January 2014 - December 2014
Growmark January 2009 - December 2011
Bradley University July 2007 - June 2008
Merrill Lynch June 2006 - May 2007
self employed 2004 - 2007
Education
Bradley University 2007 — 2008
MBA
Bradley University 2003 — 2007
Bachelor of Science, Finance
Karl Reichenberger Karl Reichenberger's Merrill Lynch Experience August 2001 - December 2001
Job Partner at Foley & Lardner LLP
Industry Law Practice
Experience
Foley & Lardner LLP September 2006 - Present
Foley & Lardner May 2005 - August 2005
MCI January 2002 - July 2003
Merrill Lynch August 2001 - December 2001
Skills
Registered Patent...
Education
University of Iowa College of Law 2003 — 2006
Juris Doctor, Law, Intellectual Property
Bradley University 1998 — 2001
Bachelor of Science, Computer Information Systems
Foley & Lardner LLP September 2006 - Present
Foley & Lardner May 2005 - August 2005
MCI January 2002 - July 2003
Merrill Lynch August 2001 - December 2001
Skills
Registered Patent...
Education
University of Iowa College of Law 2003 — 2006
Juris Doctor, Law, Intellectual Property
Bradley University 1998 — 2001
Bachelor of Science, Computer Information Systems
Donald Theodate Donald Theodate's Merrill Lynch Experience September 2012 - May 2013
Job Capital Markets Specialist at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Merrill Lynch September 2012 - May 2013
GFI Group February 2011 - 2012
Kellogg Capital Markets July 2008 - December 2010
Kellogg Capital Markets July 2008 - December 2008
Skills
Bloomberg, Series 7, Excel, PowerPoint, Word, Microsoft Office, Risk Management, Social Media, Team Leadership, Equities, ETFs, Trading, Equity Trading, Electronic Trading, Proprietary Trading, Asset Managment, Portfolio Management, Securities, Trading Systems, Valuation, Data Analysis, Market Research, Mutual Funds, Asset Allocation, Market Making, Trading Strategies, Traders, Hedging, FX trading, Microsoft Excel, Series 63, Bloomberg Terminal
Education
Bowdoin College 2004 — 2008
BA, Psychology
Deutsche Bank May 2013 - Present
Merrill Lynch September 2012 - May 2013
GFI Group February 2011 - 2012
Kellogg Capital Markets July 2008 - December 2010
Kellogg Capital Markets July 2008 - December 2008
Skills
Bloomberg, Series 7, Excel, PowerPoint, Word, Microsoft Office, Risk Management, Social Media, Team Leadership, Equities, ETFs, Trading, Equity Trading, Electronic Trading, Proprietary Trading, Asset Managment, Portfolio Management, Securities, Trading Systems, Valuation, Data Analysis, Market Research, Mutual Funds, Asset Allocation, Market Making, Trading Strategies, Traders, Hedging, FX trading, Microsoft Excel, Series 63, Bloomberg Terminal
Education
Bowdoin College 2004 — 2008
BA, Psychology
Sean W. Hardy's Merrill Lynch Experience 1998 - 2001
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. February 2007 - March 2013
McDonald Investments, Inc. March 2001 - February 2007
Merrill Lynch 1998 - 2001
Education
Bowling Green State University 1984 — 1989
B.S.B.A., Marketing & Finance
Westlake High School 1980 — 1984
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. February 2007 - March 2013
McDonald Investments, Inc. March 2001 - February 2007
Merrill Lynch 1998 - 2001
Education
Bowling Green State University 1984 — 1989
B.S.B.A., Marketing & Finance
Westlake High School 1980 — 1984
Matthew Heidenreich, MBA's Merrill Lynch Experience September 2005 - February 2008
Job Business Information Analyst at Skopos Financial
Industry Financial Services
Experience
Skopos Financial January 2015 - Present
Santander Consumer USA Inc. December 2012 - January 2015
Santander Consumer USA Inc. February 2012 - December 2012
24 Hour Fitness December 2010 - February 2012
Lindenwood University July 2008 - October 2008
Merrill Lynch September 2005 - February 2008
Fuel Transportation Consultants May 2005 - August 2005
Heidenreich Trucking Company, Inc. May 1999 - August 2003
Skills
Analysis, Access, Financial Analysis, Finance, CRM, New Business Development, Quality Assurance, Business Analysis, Software Documentation, Management, Strategic Planning, Microsoft Excel, Process Improvement, Microsoft Office, Business Development, Data Analysis, Time Management, Data Mining, Microsoft SQL Server, Process Flow, Business Strategy, Entrepreneurship, Accounting, Business Process..., Operations Management, Business Operations, Team Leadership, Portfolio Management, Market Research, Team Building, Project Management, Leadership, Risk Management, Business Process, Cost Analysis, Statistics, Business Management, Operational Reporting, InDesign
Education
Lindenwood University 2008 — 2009
MBA, Master of Business Administration; Finance Concentration
Bradley University 2003 — 2008
Business Management and Administration, Bachelor of Science, Business Management and Entrepreneurship
Skopos Financial January 2015 - Present
Santander Consumer USA Inc. December 2012 - January 2015
Santander Consumer USA Inc. February 2012 - December 2012
24 Hour Fitness December 2010 - February 2012
Lindenwood University July 2008 - October 2008
Merrill Lynch September 2005 - February 2008
Fuel Transportation Consultants May 2005 - August 2005
Heidenreich Trucking Company, Inc. May 1999 - August 2003
Skills
Analysis, Access, Financial Analysis, Finance, CRM, New Business Development, Quality Assurance, Business Analysis, Software Documentation, Management, Strategic Planning, Microsoft Excel, Process Improvement, Microsoft Office, Business Development, Data Analysis, Time Management, Data Mining, Microsoft SQL Server, Process Flow, Business Strategy, Entrepreneurship, Accounting, Business Process..., Operations Management, Business Operations, Team Leadership, Portfolio Management, Market Research, Team Building, Project Management, Leadership, Risk Management, Business Process, Cost Analysis, Statistics, Business Management, Operational Reporting, InDesign
Education
Lindenwood University 2008 — 2009
MBA, Master of Business Administration; Finance Concentration
Bradley University 2003 — 2008
Business Management and Administration, Bachelor of Science, Business Management and Entrepreneurship
Yuhang Li's Merrill Lynch Experience September 2008 - June 2009
Job International Development Associate at Praxair
Industry Chemicals
Experience
Praxair August 2010 - Present
Boston University August 2009 - May 2010
Boston University October 2007 - May 2010
Merrill Lynch September 2008 - June 2009
Education
Boston University Questrom School of Business 2007 — 2010
Bachelor of Science in Business Administration, Accounting, Finance
Praxair August 2010 - Present
Boston University August 2009 - May 2010
Boston University October 2007 - May 2010
Merrill Lynch September 2008 - June 2009
Education
Boston University Questrom School of Business 2007 — 2010
Bachelor of Science in Business Administration, Accounting, Finance
Sean Rhodes Sean Rhodes's Merrill Lynch Experience January 2002 - November 2007
Job President, Rhodes Capital Management LLC
Industry Financial Services
Experience
Rhodes Capital Management January 2012 - Present
CDW February 2012 - June 2012
Century 21 Affiliated May 2011 - January 2012
Morgan Stanley Smith Barney November 2007 - December 2010
Merrill Lynch January 2002 - November 2007
Wachovia Securities Financial Network January 1998 - January 2002
Olde Advisors January 1992 - January 1998
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Hedging, Investments, Hedge Funds, Securities Lending, Banking, New Business Development, Securities, Series 7, Real Estate, Options, Mergers, Strategic Financial..., Private Equity, Financial Services
Education
Bradley University
Bachelor of Science degree, Finance
H.D. Jacobs H. S.
Rhodes Capital Management January 2012 - Present
CDW February 2012 - June 2012
Century 21 Affiliated May 2011 - January 2012
Morgan Stanley Smith Barney November 2007 - December 2010
Merrill Lynch January 2002 - November 2007
Wachovia Securities Financial Network January 1998 - January 2002
Olde Advisors January 1992 - January 1998
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Hedging, Investments, Hedge Funds, Securities Lending, Banking, New Business Development, Securities, Series 7, Real Estate, Options, Mergers, Strategic Financial..., Private Equity, Financial Services
Education
Bradley University
Bachelor of Science degree, Finance
H.D. Jacobs H. S.
Paul Abendroth Paul Abendroth's Merrill Lynch Experience 1993 - 2001
Job Principal Rehmann Financial
Industry Investment Management
Experience
Rehmann Financial 2011 - Present
Hylant Financial Services January 2001 - December 2010
Merrill Lynch 1993 - 2001
Merrill Lynch 1993 - 2001
Skills
Customer Service, Management, Retirement Planning, Securities, Wealth Management, Finance, Disability Insurance, Marketing, Financial Advisory, Financial Risk, Leadership, Strategic Financial..., Budgets, Organizational...
Education
Bowling Green State University 1980 — 1984
B. S., Marketing
Rehmann Financial 2011 - Present
Hylant Financial Services January 2001 - December 2010
Merrill Lynch 1993 - 2001
Merrill Lynch 1993 - 2001
Skills
Customer Service, Management, Retirement Planning, Securities, Wealth Management, Finance, Disability Insurance, Marketing, Financial Advisory, Financial Risk, Leadership, Strategic Financial..., Budgets, Organizational...
Education
Bowling Green State University 1980 — 1984
B. S., Marketing
Robert Desilets Robert Desilets's Merrill Lynch Experience May 2005 - August 2005
Job Head Women's Soccer Coach at Wentworth Institute of Technology
Industry Sports
Experience
FC Boston Bolts June 2013 - Present
Wentworth Institute of Technology January 2012 - Present
Newbury College March 2009 - January 2012
Reynolds and Reynolds September 2005 - January 2011
Merrill Lynch May 2005 - August 2005
Fleet Mortgage May 2003 - September 2003
Skills
Microsoft Word, Facebook, PowerPoint, Business Services, Social Media, Fundraising, Event Planning, Accounting, Microsoft Excel, Finance, Sales, Microsoft Office, Marketing, Internet Explorer
Education
Northeastern University 2011 — 2015
Master's degree, Sports Leadership
Bowdoin College 2001 — 2005
Bachelor of Arts, Economics and History
FC Boston Bolts June 2013 - Present
Wentworth Institute of Technology January 2012 - Present
Newbury College March 2009 - January 2012
Reynolds and Reynolds September 2005 - January 2011
Merrill Lynch May 2005 - August 2005
Fleet Mortgage May 2003 - September 2003
Skills
Microsoft Word, Facebook, PowerPoint, Business Services, Social Media, Fundraising, Event Planning, Accounting, Microsoft Excel, Finance, Sales, Microsoft Office, Marketing, Internet Explorer
Education
Northeastern University 2011 — 2015
Master's degree, Sports Leadership
Bowdoin College 2001 — 2005
Bachelor of Arts, Economics and History
David Eichinger,CFM, CRPC®, CSNA David Eichinger,CFM, CRPC®, CSNA's Merrill Lynch Experience May 1983 - Present
Job BoydEichingerBrafford Group at Merrill Lynch
Industry Financial Services
Experience
MedCentral Health System January 2012 - Present
Richland Community Development Group 2009 - Present
Ashbrook Center Board of Advisers 2008 - Present
Merrill Lynch May 1983 - Present
Skills
Public Speaking, Strategic Planning, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Insurance, Strategy, Investments, Team Building, Asset Management, Wealth, Financial Services, Asset Managment, Finance, Risk Management, Financial Planning
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Planning
Bowling Green State University 1976 — 1980
Mansfield St. Peter's High School 1972 — 1976
MedCentral Health System January 2012 - Present
Richland Community Development Group 2009 - Present
Ashbrook Center Board of Advisers 2008 - Present
Merrill Lynch May 1983 - Present
Skills
Public Speaking, Strategic Planning, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Insurance, Strategy, Investments, Team Building, Asset Management, Wealth, Financial Services, Asset Managment, Finance, Risk Management, Financial Planning
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Planning
Bowling Green State University 1976 — 1980
Mansfield St. Peter's High School 1972 — 1976
David Houck David Houck's Merrill Lynch Experience January 2006 - August 2006
Job Management Level Financial Professional with 8+ Years of Progressive FP&A and Strategic Marketing Experience
Industry Events Services
Experience
PSAV February 2015 - Present
U.S. Cellular May 2013 - February 2015
U.S. Cellular August 2010 - May 2013
Sigma Chi - Delta Rho - Housing Corp. May 2009 - February 2013
Central States Funds June 2007 - August 2010
RLI Insurance 2006 - 2007
Merrill Lynch January 2006 - August 2006
Morgan Stanley September 2004 - May 2005
Skills
Forecasting, Financial Analysis, Auditing, Budgets, Team Building, Leadership, Finance, Customer Service, Marketing, Management, Strategy, Analysis
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Finance
Bradley University 2003 — 2007
B.S., Finance
Athens High School
Athens High School
PSAV February 2015 - Present
U.S. Cellular May 2013 - February 2015
U.S. Cellular August 2010 - May 2013
Sigma Chi - Delta Rho - Housing Corp. May 2009 - February 2013
Central States Funds June 2007 - August 2010
RLI Insurance 2006 - 2007
Merrill Lynch January 2006 - August 2006
Morgan Stanley September 2004 - May 2005
Skills
Forecasting, Financial Analysis, Auditing, Budgets, Team Building, Leadership, Finance, Customer Service, Marketing, Management, Strategy, Analysis
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Finance
Bradley University 2003 — 2007
B.S., Finance
Athens High School
Athens High School
Gary Cocco Gary Cocco's Merrill Lynch Experience March 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
J.P. Morgan February 2012 - April 2013
J.P. Morgan November 2010 - January 2012
Goldman Sachs August 2010 - November 2010
Goldman Sachs March 2010 - August 2010
Lowenstein Sandler PC September 2008 - December 2009
MONMOUTH COUNTY PROSECUTOR'S OFFICE June 2006 - August 2006
Education
Boston University School of Law 2005 — 2008
JD, Law
Rutgers University-New Brunswick 2001 — 2005
BA, History, Political Science, Economics, Philosophy
Merrill Lynch March 2013 - Present
J.P. Morgan February 2012 - April 2013
J.P. Morgan November 2010 - January 2012
Goldman Sachs August 2010 - November 2010
Goldman Sachs March 2010 - August 2010
Lowenstein Sandler PC September 2008 - December 2009
MONMOUTH COUNTY PROSECUTOR'S OFFICE June 2006 - August 2006
Education
Boston University School of Law 2005 — 2008
JD, Law
Rutgers University-New Brunswick 2001 — 2005
BA, History, Political Science, Economics, Philosophy
Christopher Giordano Christopher Giordano's Merrill Lynch Experience June 2000 - July 2002
Job CEO at MiMedia
Industry Internet
Experience
MiMedia September 2012 - Present
MiMedia Inc. January 2010 - September 2012
Baker Capital Corp. August 2002 - December 2009
Merrill Lynch June 2000 - July 2002
Merrill Lynch June 1998 - June 2000
Skills
Management, Telecommunications, Start-ups, Entrepreneurship, Strategic Partnerships, Venture Capital, E-commerce, Business Strategy, Digital Media, Product Management, Corporate Development, Private Equity, Mergers & Acquisitions, Mobile Devices, Social Media, Cloud Computing, Strategic Planning, User Experience, Due Diligence, Financial Modeling
Education
Bowdoin College 1994 — 1998
B.A., Master in Economics and Government
St. Albans High School 1990 — 1994
High School
MiMedia September 2012 - Present
MiMedia Inc. January 2010 - September 2012
Baker Capital Corp. August 2002 - December 2009
Merrill Lynch June 2000 - July 2002
Merrill Lynch June 1998 - June 2000
Skills
Management, Telecommunications, Start-ups, Entrepreneurship, Strategic Partnerships, Venture Capital, E-commerce, Business Strategy, Digital Media, Product Management, Corporate Development, Private Equity, Mergers & Acquisitions, Mobile Devices, Social Media, Cloud Computing, Strategic Planning, User Experience, Due Diligence, Financial Modeling
Education
Bowdoin College 1994 — 1998
B.A., Master in Economics and Government
St. Albans High School 1990 — 1994
High School
Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC® Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC®'s Merrill Lynch Experience August 2010 - April 2012
Job Director, Branch Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
UBS Wealth Management April 2012 - January 2014
Merrill Lynch August 2010 - April 2012
Bank of America June 2008 - August 2010
UBS Wealth Management June 2006 - June 2008
UBS Wealth Management July 2004 - May 2006
Education
Bowdoin College 2000 — 2004
BA, Major: Economics, Minor: Visual Arts
UBS Wealth Management January 2014 - Present
UBS Wealth Management April 2012 - January 2014
Merrill Lynch August 2010 - April 2012
Bank of America June 2008 - August 2010
UBS Wealth Management June 2006 - June 2008
UBS Wealth Management July 2004 - May 2006
Education
Bowdoin College 2000 — 2004
BA, Major: Economics, Minor: Visual Arts
Laura Dowling's Merrill Lynch Experience January 2008 - December 2008
Job Private Client Group Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors August 2011 - March 2012
Wells Fargo Advisors August 2010 - August 2011
Wells Fargo August 2010 - April 2011
The Economic Development Council for Central Illinois May 2009 - May 2010
Caterpillar Inc. January 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Education
Bradley University
Bachelor of Science, Finance, Business Management
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors August 2011 - March 2012
Wells Fargo Advisors August 2010 - August 2011
Wells Fargo August 2010 - April 2011
The Economic Development Council for Central Illinois May 2009 - May 2010
Caterpillar Inc. January 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Education
Bradley University
Bachelor of Science, Finance, Business Management
David Hoshour, AIF MA MBA David Hoshour, AIF MA MBA's Merrill Lynch Experience October 1984 - May 1988
Job President, Cornerstone Investment Services
Industry Investment Management
Experience
Cornerstone Investment Services January 1995 - Present
Prudential Securities January 1993 - December 1994
FD Titus May 1991 - October 1992
Prudential Securities May 1988 - May 1991
Merrill Lynch October 1984 - May 1988
Intermedco August 1979 - October 1984
Skills
Investment Blog, Christian Blog, 401k Fiduciary, 401k Advisor, 401k Rollovers, 401k, Retirement Planning, Investment Advisory, Investment Strategies, Investment Management, Investments, Theology, Christian Theology, Systematic Theology, Apologetics, Teaching, Bible teaching, Preaching, Expository Preaching, Discipleship, Discipleship Training, Microsoft Word, Microsoft Excel, PowerPoint, Consulting, Fiduciary Management, Retirement Savings, Qualified Retirement..., Sales, Simple IRA, SEP IRA, IRAs, Roth IRA, Seminars, Retirement, Financial Advisory, Insurance, Public Speaking, Team Building, Management, Marketing
Education
Southern Evangelical Seminary 2003 — 2009
MAA, Christian Apologetics, Magna cum Laude
Winthrop University 1994 — 1996
MBA, Business Management, Summa cum Laude
San Jose State University 1978 — 1979
BS, Business Management, Magna cum Laude
Bowling Green State University 1977 — 1978
Business Administration and Management, General
Evangel College 1973 — 1974
General Studies
Cornerstone Investment Services January 1995 - Present
Prudential Securities January 1993 - December 1994
FD Titus May 1991 - October 1992
Prudential Securities May 1988 - May 1991
Merrill Lynch October 1984 - May 1988
Intermedco August 1979 - October 1984
Skills
Investment Blog, Christian Blog, 401k Fiduciary, 401k Advisor, 401k Rollovers, 401k, Retirement Planning, Investment Advisory, Investment Strategies, Investment Management, Investments, Theology, Christian Theology, Systematic Theology, Apologetics, Teaching, Bible teaching, Preaching, Expository Preaching, Discipleship, Discipleship Training, Microsoft Word, Microsoft Excel, PowerPoint, Consulting, Fiduciary Management, Retirement Savings, Qualified Retirement..., Sales, Simple IRA, SEP IRA, IRAs, Roth IRA, Seminars, Retirement, Financial Advisory, Insurance, Public Speaking, Team Building, Management, Marketing
Education
Southern Evangelical Seminary 2003 — 2009
MAA, Christian Apologetics, Magna cum Laude
Winthrop University 1994 — 1996
MBA, Business Management, Summa cum Laude
San Jose State University 1978 — 1979
BS, Business Management, Magna cum Laude
Bowling Green State University 1977 — 1978
Business Administration and Management, General
Evangel College 1973 — 1974
General Studies
Bruce Butcher Bruce Butcher's Merrill Lynch Experience June 2004 - January 2009
Job Manager, Training & Education at Davita, Inc
Industry Medical Devices
Experience
Davita, Inc November 2010 - Present
F&H Innovative Products, LLC January 2009 - January 2011
Merrill Lynch June 2004 - January 2009
Professional Business Consultant May 1995 - June 2004
Riverside Methodist Hospitals January 1986 - May 1997
Skills
Coaching, Team Building, Organizational..., Leadership Development, Training, Performance Management, Strategic Planning, Instructional Design, Leadership, Business Strategy, Customer Service, Healthcare, Strategy, Marketing, Sales, Staff Development
Education
Capital University - School of Management 1988 — 1990
MBA
Mt Carmel School Of Radiologic Technology 1983 — 1985
Cert, Radiography
Bowling Green State University 1977 — 1981
BS Psychology, Psychology/Sociology
Davita, Inc November 2010 - Present
F&H Innovative Products, LLC January 2009 - January 2011
Merrill Lynch June 2004 - January 2009
Professional Business Consultant May 1995 - June 2004
Riverside Methodist Hospitals January 1986 - May 1997
Skills
Coaching, Team Building, Organizational..., Leadership Development, Training, Performance Management, Strategic Planning, Instructional Design, Leadership, Business Strategy, Customer Service, Healthcare, Strategy, Marketing, Sales, Staff Development
Education
Capital University - School of Management 1988 — 1990
MBA
Mt Carmel School Of Radiologic Technology 1983 — 1985
Cert, Radiography
Bowling Green State University 1977 — 1981
BS Psychology, Psychology/Sociology
Amber Griffis CFP® CRPC® Amber Griffis CFP® CRPC®'s Merrill Lynch Experience December 2014 - Present
Job Analyst Relationship Management with Verhaeghe, Gudenkauf & Associates at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch February 2011 - 2014
Ameriprise Financial Services Inc. October 2002 - February 2011
Skills
Investments, Retirement, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Asset Management, Finance, Small Business, Customer Service, Retirement Planning, Estate Planning, Investment Advisory, Asset Managment, Strategic Planning, Management, Certified Financial..., Investment Strategies, Insurance, Hold Series 7, Series 66
Education
Bradley University 1998 — 2002
Merrill Lynch December 2014 - Present
Merrill Lynch February 2011 - 2014
Ameriprise Financial Services Inc. October 2002 - February 2011
Skills
Investments, Retirement, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Asset Management, Finance, Small Business, Customer Service, Retirement Planning, Estate Planning, Investment Advisory, Asset Managment, Strategic Planning, Management, Certified Financial..., Investment Strategies, Insurance, Hold Series 7, Series 66
Education
Bradley University 1998 — 2002
Allan Oster's Merrill Lynch Experience June 1999 - December 2004
Job AVP & Associate General Counsel at Nationwide Financial Services, Inc.
Industry Law Practice
Experience
Nationwide Financial Services, Inc./Nationwide Funds Group January 2005 - Present
Merrill Lynch June 1999 - December 2004
Drinker Biddle & Reath LLP June 1996 - June 1999
US Securities and Exchange Commission May 1991 - May 1996
Skills
Securities, Securities Regulation, Mutual Funds, Investment Management, Corporate Governance, Hedge Funds, Mergers & Acquisitions, Due Diligence, Financial Services, Corporate Law, FINRA, Alternative Investments, Private Equity, Legal Compliance, Investments
Education
Boston University School of Law 1985 — 1988
J.D., Law
Brandeis University 1981 — 1985
B.A., Near Eastern and Judaic Studies
Nationwide Financial Services, Inc./Nationwide Funds Group January 2005 - Present
Merrill Lynch June 1999 - December 2004
Drinker Biddle & Reath LLP June 1996 - June 1999
US Securities and Exchange Commission May 1991 - May 1996
Skills
Securities, Securities Regulation, Mutual Funds, Investment Management, Corporate Governance, Hedge Funds, Mergers & Acquisitions, Due Diligence, Financial Services, Corporate Law, FINRA, Alternative Investments, Private Equity, Legal Compliance, Investments
Education
Boston University School of Law 1985 — 1988
J.D., Law
Brandeis University 1981 — 1985
B.A., Near Eastern and Judaic Studies
Edward Geeser Edward Geeser's Merrill Lynch Experience August 2010 - March 2011
Job Business Banker at BMO Harris Bank (Specializing in SBA, Commercial Loans and Lines of Credit)
Industry Financial Services
Experience
BMO Harris Bank December 2014 - Present
Morgan Stanley September 2013 - August 2014
Williams-Manny Inc. September 2011 - September 2013
Merrill Lynch August 2010 - March 2011
The BankCentre January 2008 - February 2010
U.S. Bank June 2005 - August 2007
WestStar Bank July 2004 - June 2005
Skills
Underwriting, Loans, Series 7, Financial Analysis, Credit, Commercial Banking, New Business Development, Banking, Commercial Lending, Sales, Finance, Portfolio Management, Real Estate, Management, Lines Of Credit, Small Business, Insurance, Public Speaking, Leadership, Investments, Credit Analysis, Nonprofits
Education
Bradley University 1986 — 1990
B.S., Finance
BMO Harris Bank December 2014 - Present
Morgan Stanley September 2013 - August 2014
Williams-Manny Inc. September 2011 - September 2013
Merrill Lynch August 2010 - March 2011
The BankCentre January 2008 - February 2010
U.S. Bank June 2005 - August 2007
WestStar Bank July 2004 - June 2005
Skills
Underwriting, Loans, Series 7, Financial Analysis, Credit, Commercial Banking, New Business Development, Banking, Commercial Lending, Sales, Finance, Portfolio Management, Real Estate, Management, Lines Of Credit, Small Business, Insurance, Public Speaking, Leadership, Investments, Credit Analysis, Nonprofits
Education
Bradley University 1986 — 1990
B.S., Finance
Mark Reisman's Merrill Lynch Experience May 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Morgan Stanley May 2007 - May 2009
Getronics 2003 - 2006
Unisys Corporation 1995 - 2003
Skills
Strategic Financial..., Investments, Risk Management, Portfolio Management, Leadership, Business Development, Management, Wealth Management, Program Management, Retirement Planning, Finance, Financial Services, Financial Modeling, Corporate Finance, Strategic Planning, Team Building, Insurance, Long-term Care, Fixed Income, Business Planning, Equities, Mergers, Financial Analysis, Mutual Funds, Employee Benefits, Small Business, Relationship Management, Analysis, Budgets, Financial Risk, Derivatives
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Merrill Lynch May 2009 - Present
Morgan Stanley May 2007 - May 2009
Getronics 2003 - 2006
Unisys Corporation 1995 - 2003
Skills
Strategic Financial..., Investments, Risk Management, Portfolio Management, Leadership, Business Development, Management, Wealth Management, Program Management, Retirement Planning, Finance, Financial Services, Financial Modeling, Corporate Finance, Strategic Planning, Team Building, Insurance, Long-term Care, Fixed Income, Business Planning, Equities, Mergers, Financial Analysis, Mutual Funds, Employee Benefits, Small Business, Relationship Management, Analysis, Budgets, Financial Risk, Derivatives
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Diane Otis Stirling Diane Otis Stirling's Merrill Lynch Experience March 1976 - March 1983
Job Brokerassociate at Michael Saunders and Company
Industry Real Estate
Experience
Michael Saunders and Company March 1983 - Present
Merrill Lynch March 1976 - March 1983
Sungate Real Estate March 1973 - March 1976
Skills
luxury, income property, vacation homes, single family homes, vacant land, hotel and motel..., golf course properties, first time home buyers, Hotels, Vacation Homes, Income Property, Luxury, Single Family Homes, Investments, First Time Home Buyers, Vacant Land, Motels, Real Estate, Golf Courses, Home Staging, Commercial Real Estate, Residential Homes, New Home Sales, SFR, REO, ABR, New Homes, Condos
Education
Bowling Green State University 1964 — 1967
Ringling School of Art and Design
Michael Saunders and Company March 1983 - Present
Merrill Lynch March 1976 - March 1983
Sungate Real Estate March 1973 - March 1976
Skills
luxury, income property, vacation homes, single family homes, vacant land, hotel and motel..., golf course properties, first time home buyers, Hotels, Vacation Homes, Income Property, Luxury, Single Family Homes, Investments, First Time Home Buyers, Vacant Land, Motels, Real Estate, Golf Courses, Home Staging, Commercial Real Estate, Residential Homes, New Home Sales, SFR, REO, ABR, New Homes, Condos
Education
Bowling Green State University 1964 — 1967
Ringling School of Art and Design
Tara Oliva Tara Oliva's Merrill Lynch Experience August 1999 - March 2005
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc./Schwab Bank 2005 - Present
Merrill Lynch August 1999 - March 2005
Education
Bowling Green State University 1993 — 1997
Charles Schwab & Co., Inc./Schwab Bank 2005 - Present
Merrill Lynch August 1999 - March 2005
Education
Bowling Green State University 1993 — 1997
Rovena Mehta's Merrill Lynch Experience January 2013 - May 2013
Job Assistant Vice President at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
GE Capital July 2014 - June 2015
Carlson Rezidor Hotel Group May 2013 - July 2013
Merrill Lynch January 2013 - May 2013
Northwestern Mutual May 2011 - September 2011
Skills
Microsoft Office, Sales, Public Speaking, Leadership, Teamwork, Financial Analysis, Data Analysis, Salesforce.com
Education
Boston University Questrom School of Business 2011 — 2014
Bachelor of Science (B.S.), Business Administration; Concentration in Finance, Minor in Hospitality Administration
American School in London 2009 — 2010
GE Capital June 2015 - Present
GE Capital July 2014 - June 2015
Carlson Rezidor Hotel Group May 2013 - July 2013
Merrill Lynch January 2013 - May 2013
Northwestern Mutual May 2011 - September 2011
Skills
Microsoft Office, Sales, Public Speaking, Leadership, Teamwork, Financial Analysis, Data Analysis, Salesforce.com
Education
Boston University Questrom School of Business 2011 — 2014
Bachelor of Science (B.S.), Business Administration; Concentration in Finance, Minor in Hospitality Administration
American School in London 2009 — 2010
Sophie Park's Merrill Lynch Experience January 2014 - April 2014
Job Operations Coordinator at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2014 - Present
Merrill Lynch January 2014 - April 2014
Protobrand September 2013 - December 2013
Warner Music Group June 2013 - August 2013
Morris & Company LLP June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Social Networking, Customer Service, Management, Research, Event Planning, Leadership, Training, Outlook, Teamwork
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (BS), Marketing, Organizational Behavior
Pfizer June 2014 - Present
Merrill Lynch January 2014 - April 2014
Protobrand September 2013 - December 2013
Warner Music Group June 2013 - August 2013
Morris & Company LLP June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Social Networking, Customer Service, Management, Research, Event Planning, Leadership, Training, Outlook, Teamwork
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (BS), Marketing, Organizational Behavior
Jonathan Lindsay Jonathan Lindsay's Merrill Lynch Experience August 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch July 2013 - July 2014
Costco Wholesale October 2011 - May 2013
The Vitamin Shoppe January 2010 - January 2012
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Sales, Teamwork, Retail, Team Leadership, Data Analysis
Education
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Finance
Bradley University 2008 — 2011
Bachelor of Science (B.S.), Mechanical Engineering
Merrill Lynch August 2014 - Present
Merrill Lynch July 2013 - July 2014
Costco Wholesale October 2011 - May 2013
The Vitamin Shoppe January 2010 - January 2012
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Sales, Teamwork, Retail, Team Leadership, Data Analysis
Education
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Finance
Bradley University 2008 — 2011
Bachelor of Science (B.S.), Mechanical Engineering
Beverly Tomenchok's Merrill Lynch Experience August 1993 - October 1996
Job Service Representative at US Dept of Veterans Affairs HAC CHAMPVA
Industry Government Administration
Experience
US Department of Veterans Affairs HAC CHAMPVA November 2014 - Present
Larimer Capital Corporation May 2013 - November 2014
WABC Wealth Management Services July 2011 - April 2013
Global Commerce Solutions March 2010 - February 2011
John Hancock Insurance and Financial Services December 2005 - July 2008
Invesco November 1996 - June 2000
Merrill Lynch August 1993 - October 1996
Skills
Applicant Tracking..., Business Analysis, Process Improvement, Research, Customer Service, Performance Management, Microsoft Office, Auditing, Project Management, Problem Solving, Client Liaison, Management, Policy, Investments, Accounting, Training
Education
Argosy University 2004 — 2005
BA, Psychology
Boulder College of Massage Therapy 2000 — 2001
US Department of Veterans Affairs HAC CHAMPVA November 2014 - Present
Larimer Capital Corporation May 2013 - November 2014
WABC Wealth Management Services July 2011 - April 2013
Global Commerce Solutions March 2010 - February 2011
John Hancock Insurance and Financial Services December 2005 - July 2008
Invesco November 1996 - June 2000
Merrill Lynch August 1993 - October 1996
Skills
Applicant Tracking..., Business Analysis, Process Improvement, Research, Customer Service, Performance Management, Microsoft Office, Auditing, Project Management, Problem Solving, Client Liaison, Management, Policy, Investments, Accounting, Training
Education
Argosy University 2004 — 2005
BA, Psychology
Boulder College of Massage Therapy 2000 — 2001
Heather Zack Heather Zack's Merrill Lynch Experience November 2009 - June 2011
Job Advanced Planning Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
Sebastien Belanger Sebastien Belanger's Merrill Lynch Experience July 2010 - November 2010
Job Senior Trader at Bank of Canada
Industry Investment Management
Experience
Bank of Canada April 2014 - Present
Department of Finance Canada June 2011 - April 2014
Merrill Lynch July 2010 - November 2010
Skills
Bloomberg, Derivatives, Capital Markets, Economics, Risk Management, Portfolio Management, Financial Markets, Finance, Equities, SPSS, Research, Econometrics, Microsoft Excel, French, Fixed Income Portfolio..., Fixed Income, Trading, Financial Analysis, Investments, Financial Modeling, Policy Analysis, Public Policy, Data Analysis, EViews
Education
Université de Sherbrooke 2009 — 2010
MSc Finance
Bowdoin College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics, Economics
Upper Canada College 2002 — 2004
International Baccalaureate (IB)
Bank of Canada April 2014 - Present
Department of Finance Canada June 2011 - April 2014
Merrill Lynch July 2010 - November 2010
Skills
Bloomberg, Derivatives, Capital Markets, Economics, Risk Management, Portfolio Management, Financial Markets, Finance, Equities, SPSS, Research, Econometrics, Microsoft Excel, French, Fixed Income Portfolio..., Fixed Income, Trading, Financial Analysis, Investments, Financial Modeling, Policy Analysis, Public Policy, Data Analysis, EViews
Education
Université de Sherbrooke 2009 — 2010
MSc Finance
Bowdoin College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics, Economics
Upper Canada College 2002 — 2004
International Baccalaureate (IB)
Terence Cronin's Merrill Lynch Experience May 2011 - June 2012
Job Equity Capital Markets at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
Mitsubishi UFJ Securities January 2014 - Present
Union Bank June 2012 - December 2013
Merrill Lynch May 2011 - June 2012
ePromos Promotional Products May 2008 - August 2008
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Norwood Highschool 2003 — 2007
Mitsubishi UFJ Securities January 2014 - Present
Union Bank June 2012 - December 2013
Merrill Lynch May 2011 - June 2012
ePromos Promotional Products May 2008 - August 2008
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Norwood Highschool 2003 — 2007
Josh Stroder Josh Stroder's Merrill Lynch Experience October 2002 - May 2005
Job Assistant Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2010 - Present
U.S. Bank March 2008 - June 2010
National City Bank June 2007 - December 2007
National City Bank June 2005 - June 2007
Merrill Lynch October 2002 - May 2005
Skills
Strategy, Finance, Financial Analysis, Management, Credit, Process Improvement, Loans, Retail Banking, Customer Service
Education
Saint Louis University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration
Bradley University 2001 — 2005
Bachelor's Degree, Finance, General
U.S. Bank June 2010 - Present
U.S. Bank March 2008 - June 2010
National City Bank June 2007 - December 2007
National City Bank June 2005 - June 2007
Merrill Lynch October 2002 - May 2005
Skills
Strategy, Finance, Financial Analysis, Management, Credit, Process Improvement, Loans, Retail Banking, Customer Service
Education
Saint Louis University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration
Bradley University 2001 — 2005
Bachelor's Degree, Finance, General
Thomas Isaacs's Merrill Lynch Experience June 2015 - August 2015
Job Student at Boston University
Industry
Experience
Merrill Lynch June 2015 - August 2015
Education
Boston University Questrom School of Business 2014 — 2018
Bachelor’s Degree, Finance and Business Law, Sophomore
Merrill Lynch June 2015 - August 2015
Education
Boston University Questrom School of Business 2014 — 2018
Bachelor’s Degree, Finance and Business Law, Sophomore
Blake Collins Blake Collins's Merrill Lynch Experience January 2015 - August 2015
Job Merrill Lynch. Brooke, Smith & Associates Intern
Industry Financial Services
Experience
Merrill Lynch January 2015 - August 2015
National Energy Control LLC Indiana May 2014 - August 2014
GNC October 2013 - February 2014
Skills
Solar Energy, Customer Service, Marketing, Sales, Microsoft Office, Public Speaking, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Research, Communication, Social Networking, Project Management, Finance
Education
Bradley University 2012 — 2016
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Cathedral High School 2008 — 2012
Merrill Lynch January 2015 - August 2015
National Energy Control LLC Indiana May 2014 - August 2014
GNC October 2013 - February 2014
Skills
Solar Energy, Customer Service, Marketing, Sales, Microsoft Office, Public Speaking, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Research, Communication, Social Networking, Project Management, Finance
Education
Bradley University 2012 — 2016
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Cathedral High School 2008 — 2012
Kurtis Lindahl Kurtis Lindahl's Merrill Lynch Experience June 2009 - December 2009
Job HR Operations Specialist at West Monroe Partners
Industry Human Resources
Experience
West Monroe Partners March 2015 - Present
Potbelly Sandwich Works November 2013 - Present
Potbelly Sandwich Works September 2014 - February 2015
Athletico March 2012 - November 2013
COUNTRY Financial May 2011 - December 2011
Morgan Stanley October 2010 - December 2011
The American Red Cross December 2010 - May 2011
Merrill Lynch June 2009 - December 2009
Lindahl Brothers Inc June 2004 - August 2008
Skills
Microsoft Office, Outlook, PowerPoint, Teamwork, Time Management, Excel, Financial Reporting, Word, Customer Service, Customer Relations, Social Networking, Budgeting, Administration, Financial Analysis, Interviewing, Hiring, Problem Solving, Data Analysis, Forecasting, Employee Relations, Recruiting, Payroll, Human Resources, FMLA, HR Policies, Employee Benefits, Ultipro, Benefits Administration, Employment Law, HRIS, Data Entry, Analysis, Job Fairs, Talent Acquisition, Employee Handbooks, Exit Interviews, Personnel Management, Compensation & Benefit, Applicant Tracking..., Microsoft Excel, Leadership, Management, New Hire Orientations, Performance Management
Education
Roosevelt University 2013 — 2015
Masters of Human Resource Management (MSHRM), Human Resources Management, 3.96/4.0
Bradley University 2007 — 2011
Bachelor of Science, Finance; Business Management Administration; Human Resource Concentration
Fenton High School 2003 — 2007
High School Diploma
West Monroe Partners March 2015 - Present
Potbelly Sandwich Works November 2013 - Present
Potbelly Sandwich Works September 2014 - February 2015
Athletico March 2012 - November 2013
COUNTRY Financial May 2011 - December 2011
Morgan Stanley October 2010 - December 2011
The American Red Cross December 2010 - May 2011
Merrill Lynch June 2009 - December 2009
Lindahl Brothers Inc June 2004 - August 2008
Skills
Microsoft Office, Outlook, PowerPoint, Teamwork, Time Management, Excel, Financial Reporting, Word, Customer Service, Customer Relations, Social Networking, Budgeting, Administration, Financial Analysis, Interviewing, Hiring, Problem Solving, Data Analysis, Forecasting, Employee Relations, Recruiting, Payroll, Human Resources, FMLA, HR Policies, Employee Benefits, Ultipro, Benefits Administration, Employment Law, HRIS, Data Entry, Analysis, Job Fairs, Talent Acquisition, Employee Handbooks, Exit Interviews, Personnel Management, Compensation & Benefit, Applicant Tracking..., Microsoft Excel, Leadership, Management, New Hire Orientations, Performance Management
Education
Roosevelt University 2013 — 2015
Masters of Human Resource Management (MSHRM), Human Resources Management, 3.96/4.0
Bradley University 2007 — 2011
Bachelor of Science, Finance; Business Management Administration; Human Resource Concentration
Fenton High School 2003 — 2007
High School Diploma
Joshua Raff Joshua Raff's Merrill Lynch Experience June 2014 - August 2014
Job Financial Management Program (FMP) at GE Healthcare, Incoming
Industry Higher Education
Experience
Merrill Lynch June 2014 - August 2014
Merrill Lynch and American Museum of Finance June 2013 - September 2013
Skills
Proficiency in...
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Economics Major, Government & Legal Studies Minor, 3.6 GPA
London School of Economics and Political Science 2013 — 2014
General Course, Economics
Ridge High School 2007 — 2011
Diploma, 4.7 GPA
Merrill Lynch June 2014 - August 2014
Merrill Lynch and American Museum of Finance June 2013 - September 2013
Skills
Proficiency in...
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Economics Major, Government & Legal Studies Minor, 3.6 GPA
London School of Economics and Political Science 2013 — 2014
General Course, Economics
Ridge High School 2007 — 2011
Diploma, 4.7 GPA
Scott Bylsma, CPM® Scott Bylsma, CPM®'s Merrill Lynch Experience May 1993 - May 2012
Job Senior PIM Portfolio Manager, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2012 - Present
Merrill Lynch May 1993 - May 2012
Anderson & Company Investment management August 1988 - October 1992
Coopers & Lybrand August 1985 - April 1988
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
Wells Fargo Advisors, LLC June 2012 - Present
Merrill Lynch May 1993 - May 2012
Anderson & Company Investment management August 1988 - October 1992
Coopers & Lybrand August 1985 - April 1988
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
Jan-Michael Young Jan-Michael Young's Merrill Lynch Experience September 2005 - April 2006
Job Manager of Analytics
Industry Information Technology and Services
Experience
Verisk Analytics February 2015 - Present
Verisk Analytics January 2014 - February 2015
Quality Planning Corporation April 2012 - January 2014
Invesco Ltd. September 2006 - December 2010
Merrill Lynch September 2005 - April 2006
Peoria Park District January 2005 - April 2006
Skills
Microsoft Excel, Equities, Trading, Risk Management, Banking, Bonds, Loans, Fixed Income, Funding, Capital Markets
Education
Bradley University 2002 — 2006
Bachelor of Science, Actuarial Science - Business
Santa Barbara
Santa Barbara
Verisk Analytics February 2015 - Present
Verisk Analytics January 2014 - February 2015
Quality Planning Corporation April 2012 - January 2014
Invesco Ltd. September 2006 - December 2010
Merrill Lynch September 2005 - April 2006
Peoria Park District January 2005 - April 2006
Skills
Microsoft Excel, Equities, Trading, Risk Management, Banking, Bonds, Loans, Fixed Income, Funding, Capital Markets
Education
Bradley University 2002 — 2006
Bachelor of Science, Actuarial Science - Business
Santa Barbara
Santa Barbara
Alyssa Chae Emch's Merrill Lynch Experience September 2011 - October 2012
Job Commercial Account Manager at TDC Risk Management
Industry Insurance
Experience
TDC Risk Management May 2015 - Present
TDC Risk Management August 2014 - May 2015
TDC Risk Management June 2013 - August 2014
ECRM October 2012 - June 2013
Merrill Lynch September 2011 - October 2012
Skills
Data Entry, Time Management, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Commercial In, Property & Casualty..., Microsoft Office, Event Planning, Facebook, Microsoft Word, Social Media, Social Networking, Telephone Skills, Outlook, Event Management, Leadership, Data Analysis, Marketing, Sales, Advertising, Fundraising
Education
Bowling Green State University 2009 — 2012
Bachelor of Science in Business Administration, Marketing
Hondros College 2013 — 2013
Licensed Ohio Property & Casualty Insurance Agent
TDC Risk Management May 2015 - Present
TDC Risk Management August 2014 - May 2015
TDC Risk Management June 2013 - August 2014
ECRM October 2012 - June 2013
Merrill Lynch September 2011 - October 2012
Skills
Data Entry, Time Management, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Commercial In, Property & Casualty..., Microsoft Office, Event Planning, Facebook, Microsoft Word, Social Media, Social Networking, Telephone Skills, Outlook, Event Management, Leadership, Data Analysis, Marketing, Sales, Advertising, Fundraising
Education
Bowling Green State University 2009 — 2012
Bachelor of Science in Business Administration, Marketing
Hondros College 2013 — 2013
Licensed Ohio Property & Casualty Insurance Agent
TIM DAVIS TIM DAVIS's Merrill Lynch Experience September 2012 - April 2013
Job Director of Corporate and Business Relations at Kentucky Christian University
Industry Management Consulting
Experience
Kentucky Christian University May 2015 - Present
bread capital llc May 2013 - Present
Merrill Lynch September 2012 - April 2013
Capital Solutions June 2008 - October 2012
Bradley University March 2006 - March 2008
University of New Mexico March 2002 - March 2006
Valparaiso University August 1999 - August 2002
Lincoln Christian University August 1997 - August 1999
Prudential Financial August 1993 - August 1997
Skills
Entrepreneurship, Leadership, Social Media Marketing, Marketing, Team Building, Management, Start-ups, Social Networking, Research, Management Consulting, Business Development, New Business Development, B2B, Business 4..., Non-profits, Product Development, Marketing Strategy, Fundraising, Strategy, Strategic Planning, Program Management, Social Media, Capital Campaigns, Leadership Development, Consulting, Venture Capital, Executive Coaching, Nonprofits, Business, Coaching, Market Research, Organizational..., Public Speaking, Start-up Ventures, Team Management, SEO, Business Strategy, Advertising, Team Leadership, Sales, Marketing Communications, Online Marketing, Training, Public Relations, Lead Generation, Higher Education, Recruiting, Program Development
Education
University of Oxford - Said Business School 2013 — 2014
International Business
The Institute for Innovation, Integration & Impact 2012 — 2012
International Business, 3.5
Bradley University 2007 — 2008
Executive Coaching, Business Administration and Management, General
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2005
MBA Courses in Management and Marketing
Eastern Illinois University 1990 — 1991
MS, Psychology and Counseling
Illinois State University 1988 — 1990
Majored in Psychology and Counseling
Kentucky Christian College 1982 — 1985
BS, Bible, Psychology
Lincoln Christian University 1980 — 1983
Couseling, Education, and Theology
Southmont High School
High School Diploma
Kentucky Christian University May 2015 - Present
bread capital llc May 2013 - Present
Merrill Lynch September 2012 - April 2013
Capital Solutions June 2008 - October 2012
Bradley University March 2006 - March 2008
University of New Mexico March 2002 - March 2006
Valparaiso University August 1999 - August 2002
Lincoln Christian University August 1997 - August 1999
Prudential Financial August 1993 - August 1997
Skills
Entrepreneurship, Leadership, Social Media Marketing, Marketing, Team Building, Management, Start-ups, Social Networking, Research, Management Consulting, Business Development, New Business Development, B2B, Business 4..., Non-profits, Product Development, Marketing Strategy, Fundraising, Strategy, Strategic Planning, Program Management, Social Media, Capital Campaigns, Leadership Development, Consulting, Venture Capital, Executive Coaching, Nonprofits, Business, Coaching, Market Research, Organizational..., Public Speaking, Start-up Ventures, Team Management, SEO, Business Strategy, Advertising, Team Leadership, Sales, Marketing Communications, Online Marketing, Training, Public Relations, Lead Generation, Higher Education, Recruiting, Program Development
Education
University of Oxford - Said Business School 2013 — 2014
International Business
The Institute for Innovation, Integration & Impact 2012 — 2012
International Business, 3.5
Bradley University 2007 — 2008
Executive Coaching, Business Administration and Management, General
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2005
MBA Courses in Management and Marketing
Eastern Illinois University 1990 — 1991
MS, Psychology and Counseling
Illinois State University 1988 — 1990
Majored in Psychology and Counseling
Kentucky Christian College 1982 — 1985
BS, Bible, Psychology
Lincoln Christian University 1980 — 1983
Couseling, Education, and Theology
Southmont High School
High School Diploma
Ross Ebeling Ross Ebeling's Merrill Lynch Experience September 2012 - July 2013
Job Investment Management/Finance & Business Professional
Industry Financial Services
Experience
PNC October 2013 - Present
Merrill Lynch September 2012 - July 2013
Busey Wealth Management January 2011 - September 2012
Skills
Sales
Education
Bradley University 2005 — 2009
Finance
PNC October 2013 - Present
Merrill Lynch September 2012 - July 2013
Busey Wealth Management January 2011 - September 2012
Skills
Sales
Education
Bradley University 2005 — 2009
Finance
Indre Anelauskas Indre Anelauskas's Merrill Lynch Experience June 2001 - November 2003
Job Associate Director at Protiviti: Global Consulting in Business, IT, Risk & Internal Audit
Industry Management Consulting
Experience
Protiviti November 2003 - Present
Merrill Lynch June 2001 - November 2003
Skills
Risk Management, Internal Audit, Portfolio Management, Credit, Financial Services, Enterprise Risk..., Finance, Commercial Lending, Loans, Credit Risk, Operational Risk, Business Process..., Financial Modeling, Consumer Lending, Treasury Management, AML/BSA, Banking Operations, Commercial Banking, Retail Banking, Process Mapping, Collections Management, Certified Internal..., Commercial Loan Review, Credit Analysis, Basel II, Due Diligence, Mortgage Lending, AML, Liquidity Risk, Management Consulting, Own Risk and Solvency...
Education
Bradley University 1998 — 2002
Bachelors of Science, Finance
Protiviti November 2003 - Present
Merrill Lynch June 2001 - November 2003
Skills
Risk Management, Internal Audit, Portfolio Management, Credit, Financial Services, Enterprise Risk..., Finance, Commercial Lending, Loans, Credit Risk, Operational Risk, Business Process..., Financial Modeling, Consumer Lending, Treasury Management, AML/BSA, Banking Operations, Commercial Banking, Retail Banking, Process Mapping, Collections Management, Certified Internal..., Commercial Loan Review, Credit Analysis, Basel II, Due Diligence, Mortgage Lending, AML, Liquidity Risk, Management Consulting, Own Risk and Solvency...
Education
Bradley University 1998 — 2002
Bachelors of Science, Finance
Tracie Otto Tracie Otto's Merrill Lynch Experience 2007 - 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Merrill Lynch 2007 - 2011
Skills
Series 7, Series 63, Series 66, Private Banking, Securities Based Lending, Ultra High Net Worh..., Tailored Lending, Mortgage Lending, Banking, Loans, FINRA, Commercial Lending, Asset Managment, Investment Banking, Credit, Microsoft Excel, Economics, Financial Risk, Microsoft Office, Problem Solving, Mortgage Banking, Asset Based Lending, Real Estate Lending, Asset Management, Financial Advisory, Cash Management
Education
Boston University Graduate School of Management 2007 — 2009
Masters, Finance
Penn State University
BS, Finance
Morgan Stanley March 2011 - Present
Merrill Lynch 2007 - 2011
Skills
Series 7, Series 63, Series 66, Private Banking, Securities Based Lending, Ultra High Net Worh..., Tailored Lending, Mortgage Lending, Banking, Loans, FINRA, Commercial Lending, Asset Managment, Investment Banking, Credit, Microsoft Excel, Economics, Financial Risk, Microsoft Office, Problem Solving, Mortgage Banking, Asset Based Lending, Real Estate Lending, Asset Management, Financial Advisory, Cash Management
Education
Boston University Graduate School of Management 2007 — 2009
Masters, Finance
Penn State University
BS, Finance
Penny Borella Penny Borella's Merrill Lynch Experience January 1996 - May 1997
Job Hospital & HR Administrator at Veterinary MRI + Radiotherapy Center of New Jersey
Industry Human Resources
Experience
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Miko Lim's Merrill Lynch Experience July 2011 - July 2011
Job Analyst, Performance Analytics at Choice Hotels International
Industry Hospitality
Experience
Choice Hotels International October 2014 - Present
Credit Suisse June 2013 - August 2013
Bowdoin College October 2012 - April 2013
Bank of Singapore June 2012 - July 2012
Bowdoin College October 2011 - April 2012
Merrill Lynch July 2011 - July 2011
Skills
Data Analysis, Microsoft Office, Tableau, SAS, SQL, APT, Research, Fundraising, Grants, Nonprofits, Investments, Portfolio Management, Valuation
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Government and Legal Studies
International School Manila 2006 — 2010
International Baccalaureate Bilingual Diploma
Choice Hotels International October 2014 - Present
Credit Suisse June 2013 - August 2013
Bowdoin College October 2012 - April 2013
Bank of Singapore June 2012 - July 2012
Bowdoin College October 2011 - April 2012
Merrill Lynch July 2011 - July 2011
Skills
Data Analysis, Microsoft Office, Tableau, SAS, SQL, APT, Research, Fundraising, Grants, Nonprofits, Investments, Portfolio Management, Valuation
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Government and Legal Studies
International School Manila 2006 — 2010
International Baccalaureate Bilingual Diploma
Ted Hemmelgarn Ted Hemmelgarn's Merrill Lynch Experience 1993 - 1994
Job CFO at AFCO Racing
Industry Automotive
Experience
AFCO Racing 1995 - Present
Merrill Lynch 1993 - 1994
Empire Rattan 1987 - 1991
Education
University of Kentucky 1991 — 1992
Master of Business Administration (M.B.A.), International Business
Bowling Green State University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
AFCO Racing 1995 - Present
Merrill Lynch 1993 - 1994
Empire Rattan 1987 - 1991
Education
University of Kentucky 1991 — 1992
Master of Business Administration (M.B.A.), International Business
Bowling Green State University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Richard Magrann-Wells's Merrill Lynch Experience 2004 - 2007
Job EVP at Willis / North America Practice CoLeader
Industry Insurance
Experience
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Jeremy McMillan Jeremy McMillan's Merrill Lynch Experience February 2006 - June 2012
Job
Industry Computer Software
Experience
HP Autonomy May 2013 - November 2013
Tibra Trading America LLC September 2012 - February 2013
Merrill Lynch February 2006 - June 2012
Bank of America February 2006 - June 2012
Bank of America 2006 - January 2011
Orbitz.com September 2004 - January 2006
Aon September 2000 - June 2004
CBOE August 1998 - September 2000
Stafford Trading 1997 - 1998
Skills
Unix, Unix Shell Scripting, Python, PHP, Apache, MySQL, TCP/IP, Tcpdump, Snoop, Wireshark, SiteScope, Weblogic Administration, HTML, JavaScript, CSS, Root Cause Analysis, Internet Troubleshooting, SAN, NAS, Veritas Storage..., ZFS, Solaris 8/9/10, Linux System..., FreeBSD, Machine Learning, Solaris, Servers, Databases, Troubleshooting, Linux, Networking, ITIL, System Administration, Operating Systems, Integration, Shell Scripting, Virtualization, Enterprise Architecture
Education
Bradley University 1991 — 1997
BS
Bradley University 1991 — 1996
BS
HP Autonomy May 2013 - November 2013
Tibra Trading America LLC September 2012 - February 2013
Merrill Lynch February 2006 - June 2012
Bank of America February 2006 - June 2012
Bank of America 2006 - January 2011
Orbitz.com September 2004 - January 2006
Aon September 2000 - June 2004
CBOE August 1998 - September 2000
Stafford Trading 1997 - 1998
Skills
Unix, Unix Shell Scripting, Python, PHP, Apache, MySQL, TCP/IP, Tcpdump, Snoop, Wireshark, SiteScope, Weblogic Administration, HTML, JavaScript, CSS, Root Cause Analysis, Internet Troubleshooting, SAN, NAS, Veritas Storage..., ZFS, Solaris 8/9/10, Linux System..., FreeBSD, Machine Learning, Solaris, Servers, Databases, Troubleshooting, Linux, Networking, ITIL, System Administration, Operating Systems, Integration, Shell Scripting, Virtualization, Enterprise Architecture
Education
Bradley University 1991 — 1997
BS
Bradley University 1991 — 1996
BS
Whit Raymond Whit Raymond's Merrill Lynch Experience September 1999 - February 2008
Job Managing Director Professional Development Institute
Industry Professional Training & Coaching
Experience
LodeStar Leadership LLC March 2014 - Present
PDI June 2011 - March 2014
LodeStar Leadership May 2008 - August 2011
Strategic Leadership Resources LLC 2009 - June 2011
Merrill Lynch September 1999 - February 2008
LodeStar Associates October 1998 - February 2008
Princeton Center for Leadership Training 1990 - 1992
Cummins Engine Company August 1981 - June 1984
Skills
Change Management, Coaching, Cross-functional Team..., Employee Engagement, Employee Training, Executive Coaching, Financial Services, Human Resources, Leadership, Leadership Development, Organizational..., Management, Organizational..., Strategy, Training, Workshop Facilitation
Education
Lesley University 1976 — 1977
M.Ed., Counseling Pysch with Groups
Bowdoin College 1968 — 1972
BA, Religion and Pre-med
LodeStar Leadership LLC March 2014 - Present
PDI June 2011 - March 2014
LodeStar Leadership May 2008 - August 2011
Strategic Leadership Resources LLC 2009 - June 2011
Merrill Lynch September 1999 - February 2008
LodeStar Associates October 1998 - February 2008
Princeton Center for Leadership Training 1990 - 1992
Cummins Engine Company August 1981 - June 1984
Skills
Change Management, Coaching, Cross-functional Team..., Employee Engagement, Employee Training, Executive Coaching, Financial Services, Human Resources, Leadership, Leadership Development, Organizational..., Management, Organizational..., Strategy, Training, Workshop Facilitation
Education
Lesley University 1976 — 1977
M.Ed., Counseling Pysch with Groups
Bowdoin College 1968 — 1972
BA, Religion and Pre-med
Ronald White Ronald White's Merrill Lynch Experience April 2007 - July 2009
Job at Congressional District Director and Military Liaison
Industry Government Relations
Experience
Congressman J Randy Forbes -VA 4th District July 2009 - Present
Longwood University July 2010 - June 2014
Merrill Lynch April 2007 - July 2009
Genworth Financial August 2005 - April 2007
U.S. Army - Lieutenant Colonel July 2004 - July 2005
United States Embassy - Haiti June 2003 - June 2004
U.S. Army Command and General Staff College June 1999 - May 2003
U.S. Army Fort Hood, Texas 1996 - 1998
Skills
Security Clearance, Strategic Planning, Program Management, Team Building, Military, Mentoring, Operations Management, Non-profits, Government, Leadership, Public Relations, Procurement, Logistics, Nonprofits, Command, Leadership Development, Policy, Public Speaking, Training, Contract Negotiation, Analysis, Team Leadership, Proposal Writing
Education
United States Military Academy at West Point 1980 — 1984
BS
Bowie State University 1993 — 1994
MA
Capella University 2011 — 2013
Master of Science (MS)
Congressman J Randy Forbes -VA 4th District July 2009 - Present
Longwood University July 2010 - June 2014
Merrill Lynch April 2007 - July 2009
Genworth Financial August 2005 - April 2007
U.S. Army - Lieutenant Colonel July 2004 - July 2005
United States Embassy - Haiti June 2003 - June 2004
U.S. Army Command and General Staff College June 1999 - May 2003
U.S. Army Fort Hood, Texas 1996 - 1998
Skills
Security Clearance, Strategic Planning, Program Management, Team Building, Military, Mentoring, Operations Management, Non-profits, Government, Leadership, Public Relations, Procurement, Logistics, Nonprofits, Command, Leadership Development, Policy, Public Speaking, Training, Contract Negotiation, Analysis, Team Leadership, Proposal Writing
Education
United States Military Academy at West Point 1980 — 1984
BS
Bowie State University 1993 — 1994
MA
Capella University 2011 — 2013
Master of Science (MS)
Christopher Melvin Christopher Melvin's Merrill Lynch Experience April 2013 - August 2013
Job Client Sales Representative at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Alex Prough's Merrill Lynch Experience May 2007 - August 2007
Job Connecting PostAcute Care + Tech
Industry Hospital & Health Care
Experience
Critical Signal Technologies, Inc. March 2012 - Present
Bay Alarm Company October 2010 - March 2012
Critical Signal Technologies, Inc. August 2007 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Consultative Selling, Key Account Management, Contract Negotiation, Customer Satisfaction, Team Leadership, New Business Development, Selling, Healthcare, Strategic Partnerships, Home Care, Program Management
Education
Bowling Green State University
Bachelor of Arts (B.A.)
Orchard Lake St. Mary's Preparatory
High School Diploma
Salem State College
Critical Signal Technologies, Inc. March 2012 - Present
Bay Alarm Company October 2010 - March 2012
Critical Signal Technologies, Inc. August 2007 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Consultative Selling, Key Account Management, Contract Negotiation, Customer Satisfaction, Team Leadership, New Business Development, Selling, Healthcare, Strategic Partnerships, Home Care, Program Management
Education
Bowling Green State University
Bachelor of Arts (B.A.)
Orchard Lake St. Mary's Preparatory
High School Diploma
Salem State College
Sabina Nyckowski's Merrill Lynch Experience 2008 - 2009
Job Experienced Finance Professional
Industry Financial Services
Experience
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Cameron Swirka Cameron Swirka's Merrill Lynch Experience June 2009 - August 2009
Job Investment Consultant
Industry Financial Services
Experience
Natixis Global Asset Management November 2014 - Present
Sentinel Benefits & Financial Group March 2013 - November 2014
Sentinel Benefits & Financial Group January 2013 - March 2013
Sentinel Benefits April 2011 - December 2012
Songbird Ocarinas November 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Investments, Customer Service, Employee Benefits, Retirement Planning, Insurance, Retirement, Finance
Education
Bowdoin College 2006 — 2010
Bachelor of Arts, Music, Mathematics
Danvers High School 2002 — 2006
Natixis Global Asset Management November 2014 - Present
Sentinel Benefits & Financial Group March 2013 - November 2014
Sentinel Benefits & Financial Group January 2013 - March 2013
Sentinel Benefits April 2011 - December 2012
Songbird Ocarinas November 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Investments, Customer Service, Employee Benefits, Retirement Planning, Insurance, Retirement, Finance
Education
Bowdoin College 2006 — 2010
Bachelor of Arts, Music, Mathematics
Danvers High School 2002 — 2006
Michael Kirch's Merrill Lynch Experience October 1991 - October 1992
Job REO Broker / REO Agent, Kensington Realty Group, Inc. Monterey County Santa Cruz County San Benito County
Industry Real Estate
Experience
Kensington Realty Group, Inc. March 2003 - Present
Kensington Capital Group, Inc. March 2000 - Present
Citigroup August 2000 - December 2002
Security First Group / METLIFE January 1998 - August 1998
Federal Reserve October 1992 - December 1997
Merrill Lynch October 1991 - October 1992
Skills
Valuation, Investments, REO, Foreclosures, Banking, Residential Homes, Real Estate Development, Private Equity, Due Diligence, Portfolio Management, Commercial Real Estate, Business Development, Investment Management, Sales, Financial Analysis, Venture Capital, Relationship Management, Cash Management, Commercial Banking, Treasury, New Business..., E-business, Real Estate Financing, Property, Short Sales, Sellers, Real Property, Mortgage Lending, Investment Properties, Loans, Management, Single Family Homes, FHA, Real Estate, Resellers, Real Estate Transactions, Property Management, Asset, Forecasting, Buyer Representation, Investors, Relocation, Buyers, Luxury, Selling, Strategic Partnerships, Financial Modeling, Analysis, 1031 Exchanges, Condos
Education
The University of Texas at Austin 1998 — 2000
MBA, Business
Bowdoin College 1986 — 1991
BA, Economics, Political Science
Robert Louis Stevenson High School 1982 — 1986
General Education, General Studies
Kensington Realty Group, Inc. March 2003 - Present
Kensington Capital Group, Inc. March 2000 - Present
Citigroup August 2000 - December 2002
Security First Group / METLIFE January 1998 - August 1998
Federal Reserve October 1992 - December 1997
Merrill Lynch October 1991 - October 1992
Skills
Valuation, Investments, REO, Foreclosures, Banking, Residential Homes, Real Estate Development, Private Equity, Due Diligence, Portfolio Management, Commercial Real Estate, Business Development, Investment Management, Sales, Financial Analysis, Venture Capital, Relationship Management, Cash Management, Commercial Banking, Treasury, New Business..., E-business, Real Estate Financing, Property, Short Sales, Sellers, Real Property, Mortgage Lending, Investment Properties, Loans, Management, Single Family Homes, FHA, Real Estate, Resellers, Real Estate Transactions, Property Management, Asset, Forecasting, Buyer Representation, Investors, Relocation, Buyers, Luxury, Selling, Strategic Partnerships, Financial Modeling, Analysis, 1031 Exchanges, Condos
Education
The University of Texas at Austin 1998 — 2000
MBA, Business
Bowdoin College 1986 — 1991
BA, Economics, Political Science
Robert Louis Stevenson High School 1982 — 1986
General Education, General Studies
James Choe's Merrill Lynch Experience 2009 - 2009
Job Investment Professional
Industry Financial Services
Experience
Cowen and Company 2011 - 2014
Oppenheimer 2010 - 2011
Merrill Lynch 2009 - 2009
Greylock McKinnon Associates 2005 - 2008
ECONorthwest 2002 - 2005
Skills
Equity Research, Valuation, Data Analysis, Bloomberg, Equities, SAS, Investment Banking, Stata, Microsoft Excel, Econometrics, Eviews, Python, Factset, ArcGIS, SQL, Survival Analysis, Web Development, Geospatial Data, MQTT, Objective-C, Go, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Economics and Accounting
Bowdoin College 1997 — 2001
AB, Computer Science/Mathematics and Economics
Cowen and Company 2011 - 2014
Oppenheimer 2010 - 2011
Merrill Lynch 2009 - 2009
Greylock McKinnon Associates 2005 - 2008
ECONorthwest 2002 - 2005
Skills
Equity Research, Valuation, Data Analysis, Bloomberg, Equities, SAS, Investment Banking, Stata, Microsoft Excel, Econometrics, Eviews, Python, Factset, ArcGIS, SQL, Survival Analysis, Web Development, Geospatial Data, MQTT, Objective-C, Go, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Economics and Accounting
Bowdoin College 1997 — 2001
AB, Computer Science/Mathematics and Economics
Richard Taney's Merrill Lynch Experience 1995 - 1997
Job CEO PalliaTech, inc.
Industry Medical Devices
Experience
PalliaTech, Inc. October 2010 - Present
MGT Capital Investments March 2011 - May 2012
Medicsight March 2011 - July 2011
Delcath Sysyems, Inc. November 2006 - September 2010
Delcath Systems, Inc. 2006 - 2009
Sandpiper Capital Partners March 2003 - December 2006
T2 Capital Management March 1999 - December 2004
Bank of America Securities 1997 - 1999
Merrill Lynch 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Medical Devices, Start-ups, Business Strategy, Mergers, Strategic Planning, Business Development, Clinical Research, Marketing Strategy, FDA, Biotechnology, New Business Development, Product Development, Venture Capital, Healthcare, Clinical Trials, Cross-functional Team..., Commercialization, Pharmaceutical Industry, Mergers & Acquisitions, Executive Management, Management, Team Building, Surgery, Process Improvement, Strategy, Market Development, ISO 13485, Product Launch, Capital Equipment, Oncology
Education
Boston University School of Law 1979 — 1980
JD
Temple University - James E. Beasley School of Law 1977 — 1979
JD
Tufts University 1973 — 1977
BA, history, biology
PalliaTech, Inc. October 2010 - Present
MGT Capital Investments March 2011 - May 2012
Medicsight March 2011 - July 2011
Delcath Sysyems, Inc. November 2006 - September 2010
Delcath Systems, Inc. 2006 - 2009
Sandpiper Capital Partners March 2003 - December 2006
T2 Capital Management March 1999 - December 2004
Bank of America Securities 1997 - 1999
Merrill Lynch 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Medical Devices, Start-ups, Business Strategy, Mergers, Strategic Planning, Business Development, Clinical Research, Marketing Strategy, FDA, Biotechnology, New Business Development, Product Development, Venture Capital, Healthcare, Clinical Trials, Cross-functional Team..., Commercialization, Pharmaceutical Industry, Mergers & Acquisitions, Executive Management, Management, Team Building, Surgery, Process Improvement, Strategy, Market Development, ISO 13485, Product Launch, Capital Equipment, Oncology
Education
Boston University School of Law 1979 — 1980
JD
Temple University - James E. Beasley School of Law 1977 — 1979
JD
Tufts University 1973 — 1977
BA, history, biology
Thomas C Brown's Merrill Lynch Experience 1979 - 1987
Job President/CEO/Board Member
Industry Financial Services
Experience
MANAGEMENT PERSPECTIVES February 2012 - Present
URBAN BAY PROPERTIES/MCGUIRE REAL ESTATE June 2002 - February 2012
PMI MORTGAGE INSURANCE CO. 1997 - 2001
CENTERBANK/CENTERBANK MORTGAGE COMPANY 1989 - 1997
Goldome Realty Credit Corp 1986 - 1989
Merrill Lynch 1979 - 1987
Skills
Real Estate, Mergers, Credit, Strategic Planning, Loans, Real Estate Investment, Team Building, Customer Relations, Due Diligence, Negotiation, Business Strategy, Financial Analysis, Public Speaking, Sales Management, Management Consulting, Budgeting, Marketing Strategy, Business Planning, Change Management, Process Improvement, Capital Markets, Insurance, Banking, Valuation, Compliance, Problem Solving, Investment Properties, Credit Risk, Coaching, Mergers & Acquisitions, Budgets, Management, Executive Management, Investments, Business Development, Portfolio Management, Leadership, Mortgage Lending, Entrepreneurship
Education
State University of New York at Buffalo - School of Management 1977 — 1979
MBA, Management
Boston University - School of Management
BSBA, Finance & Marketing
MANAGEMENT PERSPECTIVES February 2012 - Present
URBAN BAY PROPERTIES/MCGUIRE REAL ESTATE June 2002 - February 2012
PMI MORTGAGE INSURANCE CO. 1997 - 2001
CENTERBANK/CENTERBANK MORTGAGE COMPANY 1989 - 1997
Goldome Realty Credit Corp 1986 - 1989
Merrill Lynch 1979 - 1987
Skills
Real Estate, Mergers, Credit, Strategic Planning, Loans, Real Estate Investment, Team Building, Customer Relations, Due Diligence, Negotiation, Business Strategy, Financial Analysis, Public Speaking, Sales Management, Management Consulting, Budgeting, Marketing Strategy, Business Planning, Change Management, Process Improvement, Capital Markets, Insurance, Banking, Valuation, Compliance, Problem Solving, Investment Properties, Credit Risk, Coaching, Mergers & Acquisitions, Budgets, Management, Executive Management, Investments, Business Development, Portfolio Management, Leadership, Mortgage Lending, Entrepreneurship
Education
State University of New York at Buffalo - School of Management 1977 — 1979
MBA, Management
Boston University - School of Management
BSBA, Finance & Marketing
Tim Browse, CFA's Merrill Lynch Experience April 2004 - September 2006
Job Portfolio Manager at BlackRock Financial
Industry Investment Management
Experience
BlackRock Financial October 2006 - Present
Merrill Lynch April 2004 - September 2006
Lord, Abbett + Co January 2000 - February 2003
Skills
Investment Strategies, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Due Diligence, Mutual Funds, Financial Analysis, Investments
Education
Boston University Questrom School of Business 1987 — 1990
MBA, Finance
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters
BlackRock Financial October 2006 - Present
Merrill Lynch April 2004 - September 2006
Lord, Abbett + Co January 2000 - February 2003
Skills
Investment Strategies, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Due Diligence, Mutual Funds, Financial Analysis, Investments
Education
Boston University Questrom School of Business 1987 — 1990
MBA, Finance
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ryan Antonacci's Merrill Lynch Experience February 2006 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Deutsche Bank June 2004 - February 2006
JPMorgan Chase May 2003 - June 2004
Skills
Portfolio Manager, PIA..., Series 7, Bloomberg, Series 63, Capital Markets, Investments, Asset Managment, Wealth Management, Portfolio Management, Derivatives, Asset Allocation, Securities, Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Merrill Lynch February 2006 - Present
Deutsche Bank June 2004 - February 2006
JPMorgan Chase May 2003 - June 2004
Skills
Portfolio Manager, PIA..., Series 7, Bloomberg, Series 63, Capital Markets, Investments, Asset Managment, Wealth Management, Portfolio Management, Derivatives, Asset Allocation, Securities, Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Hema Amirineni's Merrill Lynch Experience February 2005 - March 2008
Job Solutions Architect at American Airlines
Industry Information Technology and Services
Experience
American Airlines December 2012 - Present
Dell/Accenture April 2011 - May 2013
Xerox Corporation January 2009 - April 2011
Xerox Corporation March 2008 - January 2009
Merrill Lynch February 2005 - March 2008
The Hartford (Health/Dental insurance) June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
EMBA, Masters in Business Administration
Bradley University 2003 — 2005
Masters in Computer Science, Information Technology
American Airlines December 2012 - Present
Dell/Accenture April 2011 - May 2013
Xerox Corporation January 2009 - April 2011
Xerox Corporation March 2008 - January 2009
Merrill Lynch February 2005 - March 2008
The Hartford (Health/Dental insurance) June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
EMBA, Masters in Business Administration
Bradley University 2003 — 2005
Masters in Computer Science, Information Technology
Teddy Teschner's Merrill Lynch Experience September 2007 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Skills
Equities, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Hedge Funds, Portfolio Management, Prime Brokerage, Series 63
Education
Boston University Questrom School of Business 2002 — 2006
Merrill Lynch September 2007 - Present
Skills
Equities, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Hedge Funds, Portfolio Management, Prime Brokerage, Series 63
Education
Boston University Questrom School of Business 2002 — 2006
Tricia Bohannon Clifford's Merrill Lynch Experience February 2004 - June 2009
Job Associate at Spencer Stuart
Industry Financial Services
Experience
Spencer Stuart October 2013 - Present
Bridgewater Associates June 2009 - June 2010
Merrill Lynch February 2004 - June 2009
Heidrick & Struggles May 2000 - February 2004
Skills
Recruiting, Executive Search, Talent Acquisition, Financial Services, Applicant Tracking..., Succession Planning, Organizational Design, Consulting, Onboarding, Human Resources, Change Management, Leadership, Employee Benefits, Start-ups, Performance Management, Business Strategy
Education
Bowdoin College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Spencer Stuart October 2013 - Present
Bridgewater Associates June 2009 - June 2010
Merrill Lynch February 2004 - June 2009
Heidrick & Struggles May 2000 - February 2004
Skills
Recruiting, Executive Search, Talent Acquisition, Financial Services, Applicant Tracking..., Succession Planning, Organizational Design, Consulting, Onboarding, Human Resources, Change Management, Leadership, Employee Benefits, Start-ups, Performance Management, Business Strategy
Education
Bowdoin College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Thomas Russillo's Merrill Lynch Experience April 2002 - July 2004
Job Associate Director Client Finance at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
Stacy Blasberg's Merrill Lynch Experience June 1997 - September 1997
Job Associate General Counsel, Intellectual Property at Fresenius Medical Care
Industry Law Practice
Experience
Fresenius Medical Care April 2014 - Present
Fresenius Medical Care December 2008 - March 2014
Choate, Hall & Stewart November 2003 - November 2008
Massachusetts General Hospital 1998 - 2000
Merrill Lynch June 1997 - September 1997
Skills
Patent Prosecution, IP Litigation, Freedom to Operate..., Patent Portfolio..., Due Diligence, Patents, Patentability, IP, Legal Research, Patent Applications, Biomedical Engineering, Intellectual Property, Patent Litigation
Education
Boston University School of Law 2000 — 2003
JD
Northwestern University 1997 — 1998
MSBME
Tufts University 1993 — 1997
BSME
Livingston High School
Fresenius Medical Care April 2014 - Present
Fresenius Medical Care December 2008 - March 2014
Choate, Hall & Stewart November 2003 - November 2008
Massachusetts General Hospital 1998 - 2000
Merrill Lynch June 1997 - September 1997
Skills
Patent Prosecution, IP Litigation, Freedom to Operate..., Patent Portfolio..., Due Diligence, Patents, Patentability, IP, Legal Research, Patent Applications, Biomedical Engineering, Intellectual Property, Patent Litigation
Education
Boston University School of Law 2000 — 2003
JD
Northwestern University 1997 — 1998
MSBME
Tufts University 1993 — 1997
BSME
Livingston High School
Sam Leemaster's Merrill Lynch Experience 1996 - 2002
Job President, American Capital Management
Industry Financial Services
Experience
American Capital Management 2002 - Present
Merrill Lynch 1996 - 2002
Yellow Roadway Corporation (YRC) 1992 - 1994
American Share Insurance 1991 - 1992
UPS 1986 - 1991
Education
Bowling Green State University 1987 — 1991
BS, Finance
University of Toledo 1985 — 1987
Electrical Engineering
American Capital Management 2002 - Present
Merrill Lynch 1996 - 2002
Yellow Roadway Corporation (YRC) 1992 - 1994
American Share Insurance 1991 - 1992
UPS 1986 - 1991
Education
Bowling Green State University 1987 — 1991
BS, Finance
University of Toledo 1985 — 1987
Electrical Engineering
Sharon Carson's Merrill Lynch Experience 2005 - 2008
Job Vice President, IRA Product Management at JPMorgan
Industry Financial Services
Experience
JPMorgan April 2012 - Present
Bank of America January 2009 - April 2012
Merrill Lynch 2005 - 2008
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1995 - 1998
JPMorgan Chase 1988 - 1994
Skills
Financial Advisory
Education
Columbia University in the City of New York 1997 — 1999
MBA, Management
Bowling Green State University 1984 — 1987
BA, Geography
JPMorgan April 2012 - Present
Bank of America January 2009 - April 2012
Merrill Lynch 2005 - 2008
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1995 - 1998
JPMorgan Chase 1988 - 1994
Skills
Financial Advisory
Education
Columbia University in the City of New York 1997 — 1999
MBA, Management
Bowling Green State University 1984 — 1987
BA, Geography
Penelope Brown's Merrill Lynch Experience August 2005 - March 2014
Job Talent Acquisition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
Christina Cotton's Merrill Lynch Experience January 2001 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch January 2001 - January 2008
Prudential Securities June 2000 - December 2000
Moodys Investor Services January 1995 - June 2000
Moody's Investors Service 1995 - 2000
Sidley Austin August 1990 - January 1995
Education
New York University School of Law 1990 — 1993
llm, Taxation
Boston University School of Law 1987 — 1990
Hofstra University 1983 — 1987
BBA, Accounting
Merrill Lynch January 2001 - January 2008
Prudential Securities June 2000 - December 2000
Moodys Investor Services January 1995 - June 2000
Moody's Investors Service 1995 - 2000
Sidley Austin August 1990 - January 1995
Education
New York University School of Law 1990 — 1993
llm, Taxation
Boston University School of Law 1987 — 1990
Hofstra University 1983 — 1987
BBA, Accounting
Donald Schade's Merrill Lynch Experience Financial Advisor$
Job SENIOR VP at MERRILL LYNCH
Industry Financial Services
Experience
MERRILL LYNCH Financial Advisor$
Skills
Alternative Investments, Portfolio Management, Mutual Funds, Investments, Financial Analysis, Investment Strategies, Risk Management, Financial Modeling, Due Diligence, Business Development, Series 7, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Retirement Planning, Series 63
Education
Bowling Green State University 1964 — 1966
MBA
University of Notre Dame 1959 — 1963
MERRILL LYNCH Financial Advisor$
Skills
Alternative Investments, Portfolio Management, Mutual Funds, Investments, Financial Analysis, Investment Strategies, Risk Management, Financial Modeling, Due Diligence, Business Development, Series 7, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Retirement Planning, Series 63
Education
Bowling Green State University 1964 — 1966
MBA
University of Notre Dame 1959 — 1963
Jayne Silberstein's Merrill Lynch Experience September 1985 - June 2007
Job SVP, Human Resources
Industry Human Resources
Experience
CITI Private Bank November 2009 - Present
ISP June 2007 - November 2009
Merrill Lynch September 1985 - June 2007
Skills
Talent Acquisition, Program Management, Change Management, Employee Benefits, Recruiting, Talent Management, Human Resources, Performance Management, Employee Relations, Leadership Development, HR Policies, Time Management, Personnel Management, Succession Planning, Deferred Compensation, Onboarding, Employee Engagement, Organizational..., Executive Pay, HRIS
Education
Harvard Business School 2004 — 2004
Certificate, Strategic HR Mgmt Program
Bradford College 1980 — 1981
Cert Ed, Math and Music
Alsager College 1977 — 1980
BA, Creative Arts
CITI Private Bank November 2009 - Present
ISP June 2007 - November 2009
Merrill Lynch September 1985 - June 2007
Skills
Talent Acquisition, Program Management, Change Management, Employee Benefits, Recruiting, Talent Management, Human Resources, Performance Management, Employee Relations, Leadership Development, HR Policies, Time Management, Personnel Management, Succession Planning, Deferred Compensation, Onboarding, Employee Engagement, Organizational..., Executive Pay, HRIS
Education
Harvard Business School 2004 — 2004
Certificate, Strategic HR Mgmt Program
Bradford College 1980 — 1981
Cert Ed, Math and Music
Alsager College 1977 — 1980
BA, Creative Arts
Michael Olney's Merrill Lynch Experience May 1986 - June 2008
Job Counsel to the Comptroller at Nassau County
Industry Law Practice
Experience
Nassau County August 2014 - Present
Garden City Group Inc. 2010 - Present
New York Legal Assistance Group 2010 - 2010
Klayman & Toskes, P.A. 2009 - 2010
Merrill Lynch May 1986 - June 2008
Merrill Lynch 2000 - 2008
Skills
Arbitration, Securities, Mediation, Litigation, Employment Law, Commercial Litigation, Securities Litigation, Securities Regulation, FINRA, Corporate Governance, Civil Litigation, Dispute, Appeals
Education
Boston University School of Law
J.D., Law
Cornell Law School
Law
Haverford College
Bachelor of Arts (B.A.), Psychology
Northport High School
Nassau County August 2014 - Present
Garden City Group Inc. 2010 - Present
New York Legal Assistance Group 2010 - 2010
Klayman & Toskes, P.A. 2009 - 2010
Merrill Lynch May 1986 - June 2008
Merrill Lynch 2000 - 2008
Skills
Arbitration, Securities, Mediation, Litigation, Employment Law, Commercial Litigation, Securities Litigation, Securities Regulation, FINRA, Corporate Governance, Civil Litigation, Dispute, Appeals
Education
Boston University School of Law
J.D., Law
Cornell Law School
Law
Haverford College
Bachelor of Arts (B.A.), Psychology
Northport High School
Komlan Koutoglo's Merrill Lynch Experience January 2008 - May 2008
Job Financial Analyst at GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation March 2014 - Present
GE Aviation August 2011 - March 2014
KPMG May 2011 - June 2011
Bowling Green State University August 2009 - December 2010
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Budgets, Accounting, Management, Forecasting, Managerial Finance, Financial Accounting, Variance Analysis
Education
Bowling Green State University 2009 — 2010
MBA, Accounting
Bowling Green State University 2004 — 2008
Bachelor, Finance
Audencia Nantes Ecole de Management 2006 — 2006
Accounting and Finance
GE Aviation March 2014 - Present
GE Aviation August 2011 - March 2014
KPMG May 2011 - June 2011
Bowling Green State University August 2009 - December 2010
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Budgets, Accounting, Management, Forecasting, Managerial Finance, Financial Accounting, Variance Analysis
Education
Bowling Green State University 2009 — 2010
MBA, Accounting
Bowling Green State University 2004 — 2008
Bachelor, Finance
Audencia Nantes Ecole de Management 2006 — 2006
Accounting and Finance
Perry Cabean's Merrill Lynch Experience 2007 - 2009
Job Grand Street Capital Management, LLC
Industry Investment Management
Experience
Grand Street Capital Management February 2009 - Present
Merrill Lynch 2007 - 2009
Wachovia, A Wells Fargo Company March 2003 - August 2007
Comerica 1999 - 2003
Bowling Green State University 1991 - 1993
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Security Research, Asset Managment, Mutual Funds, Series 7, Insurance, Equity Research, Alternative Investments, Hedge Funds, Retirement Planning, Valuation, Financial Modeling, Investment Advisory, Retirement, Securities, Strategic Financial..., Wealth Management, Investment Management, Investment Strategies, Finance, Series 63, Commercial Real Estate, Equities, Financial Analysis, Trading, Due Diligence, Capital Markets, Financial Advisory, Private Equity
Education
Bowling Green State University
MBA, Finance
University of Michigan
B.A., Sociology
Grand Street Capital Management February 2009 - Present
Merrill Lynch 2007 - 2009
Wachovia, A Wells Fargo Company March 2003 - August 2007
Comerica 1999 - 2003
Bowling Green State University 1991 - 1993
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Security Research, Asset Managment, Mutual Funds, Series 7, Insurance, Equity Research, Alternative Investments, Hedge Funds, Retirement Planning, Valuation, Financial Modeling, Investment Advisory, Retirement, Securities, Strategic Financial..., Wealth Management, Investment Management, Investment Strategies, Finance, Series 63, Commercial Real Estate, Equities, Financial Analysis, Trading, Due Diligence, Capital Markets, Financial Advisory, Private Equity
Education
Bowling Green State University
MBA, Finance
University of Michigan
B.A., Sociology
Mary Hogan Preusse's Merrill Lynch Experience July 1990 - August 1994
Job Managing Director / CoHead Americas Real Estate at APG Asset Management US
Industry Investment Management
Experience
APG Asset Management March 2000 - Present
Bowdoin College June 2012 - Present
Bowdoin College 2008 - 2011
Dresdner Kleinwort Benson March 1998 - February 2000
UBS Securities June 1996 - March 1998
Smith Barney August 1994 - June 1996
Merrill Lynch July 1990 - August 1994
Education
Bowdoin College 1986 — 1990
AB, Mathematics
APG Asset Management March 2000 - Present
Bowdoin College June 2012 - Present
Bowdoin College 2008 - 2011
Dresdner Kleinwort Benson March 1998 - February 2000
UBS Securities June 1996 - March 1998
Smith Barney August 1994 - June 1996
Merrill Lynch July 1990 - August 1994
Education
Bowdoin College 1986 — 1990
AB, Mathematics
Deborah Telman's Merrill Lynch Experience September 1986 - January 1989
Job Vice President & General Counsel, Centers of Excellence Americas at Johnson Controls
Industry Mechanical or Industrial Engineering
Experience
Johnson Controls June 2014 - Present
Abbott January 2013 - May 2014
Abbott Laboratories September 2009 - December 2012
Ports America August 2008 - September 2009
The Boeing Company July 2002 - August 2008
Winston & Strawn LLP 1996 - 2002
Hopkins & Sutter September 1993 - September 1996
Morgan Stanley January 1989 - August 1993
Merrill Lynch September 1986 - January 1989
Skills
Mergers, Licensing, Intellectual Property, Corporate Governance, Due Diligence, FCPA, Employment Law, Joint Ventures, Trademarks, Corporate Law, Arbitration, Restructuring, Trade Secrets, Patents, Contract Negotiation, Ethics, Litigation, Commercial Litigation, International Law, Corporate Finance
Education
Boston University School of Law 1991 — 1993
JD
University of Pennsylvania 1982 — 1986
BA, Mathematics
Johnson Controls June 2014 - Present
Abbott January 2013 - May 2014
Abbott Laboratories September 2009 - December 2012
Ports America August 2008 - September 2009
The Boeing Company July 2002 - August 2008
Winston & Strawn LLP 1996 - 2002
Hopkins & Sutter September 1993 - September 1996
Morgan Stanley January 1989 - August 1993
Merrill Lynch September 1986 - January 1989
Skills
Mergers, Licensing, Intellectual Property, Corporate Governance, Due Diligence, FCPA, Employment Law, Joint Ventures, Trademarks, Corporate Law, Arbitration, Restructuring, Trade Secrets, Patents, Contract Negotiation, Ethics, Litigation, Commercial Litigation, International Law, Corporate Finance
Education
Boston University School of Law 1991 — 1993
JD
University of Pennsylvania 1982 — 1986
BA, Mathematics
Dwight Short's Merrill Lynch Experience June 1971 - August 2005
Job Board Member at Praxis Mutual Funds
Industry Publishing
Experience
Praxis Mutual Funds December 2013 - Present
Christian Investment Forum January 2011 - Present
In His Steps Christian Community Foundation January 1997 - September 2013
Merrill Lynch June 1971 - August 2005
Fellowship of Christian Athletes June 1975 - June 1995
Skills
Investments, Wealth Management, Financial Advisory, Investment Management, Fixed Annuities, Wealth, Financial Analysis, Financial Planners, Risk Management, Fixed Income, Public Speaking, Small Business, Bonds, Hedge Funds, Capital Markets, Published Author
Education
Weatherhead School of Management at Case Western Reserve University 1967 — 1970
MBA, Finance
Bowling Green State University 1963 — 1967
Bachelor's degree in Educations, Mathematics
Praxis Mutual Funds December 2013 - Present
Christian Investment Forum January 2011 - Present
In His Steps Christian Community Foundation January 1997 - September 2013
Merrill Lynch June 1971 - August 2005
Fellowship of Christian Athletes June 1975 - June 1995
Skills
Investments, Wealth Management, Financial Advisory, Investment Management, Fixed Annuities, Wealth, Financial Analysis, Financial Planners, Risk Management, Fixed Income, Public Speaking, Small Business, Bonds, Hedge Funds, Capital Markets, Published Author
Education
Weatherhead School of Management at Case Western Reserve University 1967 — 1970
MBA, Finance
Bowling Green State University 1963 — 1967
Bachelor's degree in Educations, Mathematics
Robert Davit's Merrill Lynch Experience August 1996 - January 2009
Job Senior Vice President Investments UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Merrill Lynch August 1996 - January 2009
Education
Bradley University 1986 — 1991
BS MFE, Engineering
UBS Financial Services February 2009 - Present
Merrill Lynch August 1996 - January 2009
Education
Bradley University 1986 — 1991
BS MFE, Engineering
Craig Weakley's Merrill Lynch Experience 1984 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1984 - Present
Merrill Lynch 1984 - Present
Skills
Fixed Income, Capital Markets, Structured Finance, Mortgage Servicing, Asset Management, Loss Mitigation, Mortgage, Mortgage Banking, Series 7, ABS, MBS, Securitization, Bonds, Trading, Residential Mortgages, Financial Markets, Portfolio Management, Credit Risk, Banking, Credit, Loans, Mortgage Lending, Financial Structuring, Securities, Structured Products
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Bowdoin College 1976 — 1980
BA, Afro-American Studies and History
Bank of America Merrill Lynch June 1984 - Present
Merrill Lynch 1984 - Present
Skills
Fixed Income, Capital Markets, Structured Finance, Mortgage Servicing, Asset Management, Loss Mitigation, Mortgage, Mortgage Banking, Series 7, ABS, MBS, Securitization, Bonds, Trading, Residential Mortgages, Financial Markets, Portfolio Management, Credit Risk, Banking, Credit, Loans, Mortgage Lending, Financial Structuring, Securities, Structured Products
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Bowdoin College 1976 — 1980
BA, Afro-American Studies and History
Charles Mackenzie's Merrill Lynch Experience May 2006 - January 2007
Job Genealogist
Industry Information Services
Experience
Charles Mackenzie, Genealogist September 1986 - Present
Merrill Lynch May 2006 - January 2007
United States Senate 1988 - 1990
Skills
Research and detailed..., Genealogy, Family tree research, Ancestry, Ancestral DNA Services, Historical Research, Public Speaking
Education
Bowdoin College
BA, Government, Economics
Hackley School
Vermont Law School
Law
Charles Mackenzie, Genealogist September 1986 - Present
Merrill Lynch May 2006 - January 2007
United States Senate 1988 - 1990
Skills
Research and detailed..., Genealogy, Family tree research, Ancestry, Ancestral DNA Services, Historical Research, Public Speaking
Education
Bowdoin College
BA, Government, Economics
Hackley School
Vermont Law School
Law
Brian Wall, CFA's Merrill Lynch Experience March 1992 - March 1994
Job Sr. Portfolio Manager at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank September 2007 - Present
NorthPointe Capital February 2000 - September 2007
Munder Capital Management 1994 - 2000
Merrill Lynch March 1992 - March 1994
Ohio Public Employees Retirement System 1986 - 1992
Skills
Asset Allocation, Financial Analysis, Investment Management
Education
Bowling Green State University 1984 — 1986
Master of Business Administration (MBA), Finance, General
The Ohio State University 1979 — 1984
BS, Wildlife Management
Huntington National Bank September 2007 - Present
NorthPointe Capital February 2000 - September 2007
Munder Capital Management 1994 - 2000
Merrill Lynch March 1992 - March 1994
Ohio Public Employees Retirement System 1986 - 1992
Skills
Asset Allocation, Financial Analysis, Investment Management
Education
Bowling Green State University 1984 — 1986
Master of Business Administration (MBA), Finance, General
The Ohio State University 1979 — 1984
BS, Wildlife Management
John Longman's Merrill Lynch Experience September 2006 - June 2009
Job Happily retired, traveling as much as gas prices will allow and having a ball. You can't beat it.
Industry Financial Services
Experience
Retired September 2011 - Present
Bank of America June 2009 - February 2012
Merrill Lynch September 2006 - June 2009
Oxyfresh Worldwide, Inc. 1995 - 2005
Fleet Bank 1994 - 2004
Valley National Bank 1999 - 2001
Bank of Mid-Jersey 1990 - 1994
Skills
Banking, Underwriting, Small Business Lending, Risk Management, Portfolio Management, Mortgage Lending, Loans, Financial Analysis, Credit Risk, Credit Analysis, Credit, Commercial Banking
Education
Rider University 1985 — 1991
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1968 — 1971
BA, Economics
Bradley University 1964 — 1965
Retired September 2011 - Present
Bank of America June 2009 - February 2012
Merrill Lynch September 2006 - June 2009
Oxyfresh Worldwide, Inc. 1995 - 2005
Fleet Bank 1994 - 2004
Valley National Bank 1999 - 2001
Bank of Mid-Jersey 1990 - 1994
Skills
Banking, Underwriting, Small Business Lending, Risk Management, Portfolio Management, Mortgage Lending, Loans, Financial Analysis, Credit Risk, Credit Analysis, Credit, Commercial Banking
Education
Rider University 1985 — 1991
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1968 — 1971
BA, Economics
Bradley University 1964 — 1965
Sara Fortunoff's Merrill Lynch Experience October 1997 - March 2009
Job Director & Chief Fiduciary Officer [ Edit ] at BarclaysWealth Trustees (US) N.A.
Industry Financial Services
Experience
BarclaysWealth Trustees (US) N.A. July 2010 - Present
Guardian Trust Company, FSB March 2009 - July 2010
Merrill Lynch October 1997 - March 2009
Merrill Lynch Trust Company August 1993 - October 1997
Education
Boston University School of Law 1980 — 1981
LLM in tax
California Western School of Law 1977 — 1980
JD, law
BarclaysWealth Trustees (US) N.A. July 2010 - Present
Guardian Trust Company, FSB March 2009 - July 2010
Merrill Lynch October 1997 - March 2009
Merrill Lynch Trust Company August 1993 - October 1997
Education
Boston University School of Law 1980 — 1981
LLM in tax
California Western School of Law 1977 — 1980
JD, law
Sandra Nein's Merrill Lynch Experience 1999 - 2000
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
MERRILL LYNCH 1999 - 2000
BANK ONE, AKRON (now J. P. Morgan Chase) 1991 - 1993
CHEMICAL BANK (now J. P. Morgan Chase) 1987 - 1990
BANC ONE CORPORATION (now J. P. Morgan Chase) 1981 - 1987
Education
Bowling Green State University 1971 — 1975
B.S., Journalism
MERRILL LYNCH 1999 - 2000
BANK ONE, AKRON (now J. P. Morgan Chase) 1991 - 1993
CHEMICAL BANK (now J. P. Morgan Chase) 1987 - 1990
BANC ONE CORPORATION (now J. P. Morgan Chase) 1981 - 1987
Education
Bowling Green State University 1971 — 1975
B.S., Journalism
Michael Chekalin's Merrill Lynch Experience May 2008 - August 2008
Job Associate/Capital Markets
Industry Investment Management
Experience
Morgan Stanley March 2012 - Present
Mizuho Corporate Bank July 2011 - February 2012
T3 Capital Management June 2010 - October 2011
Midas Corp September 2009 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Equity Trading, FX trading, Risk Management, Middle Office, Front Office, Microsoft Office, Series 7, Bloomberg, Securities
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Economics
Morgan Stanley March 2012 - Present
Mizuho Corporate Bank July 2011 - February 2012
T3 Capital Management June 2010 - October 2011
Midas Corp September 2009 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Equity Trading, FX trading, Risk Management, Middle Office, Front Office, Microsoft Office, Series 7, Bloomberg, Securities
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Economics
Steven Nussbaum's Merrill Lynch Experience 1988 - Present
Job Sr VP Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1988 - Present
Skills
Investments, Series 7, Investment Management, Mutual Funds, Insurance, 401k, Wealth Management, Finance, Strategy, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Investment Advisory, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management
Education
Boston University Graduate School of Management 1980 — 1981
Master of Business Administration (MBA)
Washington University in St. Louis 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch 1988 - Present
Skills
Investments, Series 7, Investment Management, Mutual Funds, Insurance, 401k, Wealth Management, Finance, Strategy, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Investment Advisory, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management
Education
Boston University Graduate School of Management 1980 — 1981
Master of Business Administration (MBA)
Washington University in St. Louis 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Doug Bates's Merrill Lynch Experience August 1975 - March 1986
Job Financial Advisor
Industry Financial Services
Experience
none January 2011 - Present
none- retired from the financial industry August 1975 - Present
Wells Fargo Advisors October 2007 - January 2011
A. G. Edwards & Sons Inc 1986 - 2007
Merrill Lynch August 1975 - March 1986
Skills
Uniform Combined State..., Fixed Income, Retirement Planning, Series 7, Investments, Asset Management, Asset Allocation, Finance, Portfolio Management, Capital Markets, Financial Modeling, Retirement, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Estate Planning
Education
University of Southern Maine 1970 — 1974
MBA, Finance and Investments
Bowdoin College 1962 — 1966
BA, Economics
none January 2011 - Present
none- retired from the financial industry August 1975 - Present
Wells Fargo Advisors October 2007 - January 2011
A. G. Edwards & Sons Inc 1986 - 2007
Merrill Lynch August 1975 - March 1986
Skills
Uniform Combined State..., Fixed Income, Retirement Planning, Series 7, Investments, Asset Management, Asset Allocation, Finance, Portfolio Management, Capital Markets, Financial Modeling, Retirement, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Estate Planning
Education
University of Southern Maine 1970 — 1974
MBA, Finance and Investments
Bowdoin College 1962 — 1966
BA, Economics
Kelly Brookhouse Lulis's Merrill Lynch Experience July 2007 - Present
Job Registered Senior Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Thrivent Financial for Lutherans February 2005 - July 2007
Capital One July 2003 - May 2005
Motorola May 1997 - February 2003
Aon Consulting (formerly HRStrategies, Inc January 1994 - January 1997
Brookhouse Consulting January 1993 - January 1994
HRStrategies, Inc January 1987 - January 1993
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Leadership Development, Executive Coaching, Organizational Design, Leadership, Organizational..., Management, Employee Benefits, Vendor Management, Interviews, Consulting, Project Management
Education
Bowling Green State University 1983 — 1987
PhD, Industrial/Organizational Psychology
Bowling Green State University 1981 — 1983
M.A., Industrial/Organizational Psychology
Central Michigan University 1977 — 1981
B.S., Industrial Psychology
Merrill Lynch July 2007 - Present
Thrivent Financial for Lutherans February 2005 - July 2007
Capital One July 2003 - May 2005
Motorola May 1997 - February 2003
Aon Consulting (formerly HRStrategies, Inc January 1994 - January 1997
Brookhouse Consulting January 1993 - January 1994
HRStrategies, Inc January 1987 - January 1993
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Leadership Development, Executive Coaching, Organizational Design, Leadership, Organizational..., Management, Employee Benefits, Vendor Management, Interviews, Consulting, Project Management
Education
Bowling Green State University 1983 — 1987
PhD, Industrial/Organizational Psychology
Bowling Green State University 1981 — 1983
M.A., Industrial/Organizational Psychology
Central Michigan University 1977 — 1981
B.S., Industrial Psychology
Rupert Irby's Merrill Lynch Experience May 2005 - August 2005
Job Solicitor
Industry Financial Services
Experience
Cleary Gottlieb Steen & Hamilton LLP/ Hudson August 2014 - July 2015
Bircham Dyson Bell September 2013 - July 2014
Richard Slade & Company September 2011 - August 2013
Hichens Harrison April 2007 - October 2008
Merrill Lynch May 2005 - August 2005
Skills
Investments, Commercial Litigation, Corporate Finance, Contentious Trusts, Corporate Law, Capital Markets, Private Equity, Legal Advice, Due Diligence, Securities, Financial Markets, Litigation, Mergers & Acquisitions, Investment Banking, Venture Capital, Valuation, Financial Modeling
Education
BPP Law School 2010 — 2011
LPC
BPP Law School 2009 — 2010
GDL
Marlborough College
Cleary Gottlieb Steen & Hamilton LLP/ Hudson August 2014 - July 2015
Bircham Dyson Bell September 2013 - July 2014
Richard Slade & Company September 2011 - August 2013
Hichens Harrison April 2007 - October 2008
Merrill Lynch May 2005 - August 2005
Skills
Investments, Commercial Litigation, Corporate Finance, Contentious Trusts, Corporate Law, Capital Markets, Private Equity, Legal Advice, Due Diligence, Securities, Financial Markets, Litigation, Mergers & Acquisitions, Investment Banking, Venture Capital, Valuation, Financial Modeling
Education
BPP Law School 2010 — 2011
LPC
BPP Law School 2009 — 2010
GDL
Marlborough College
Gregory Tabak's Merrill Lynch Experience 2010 - 2010
Job General Manager, Los Angeles
Industry Management Consulting
Experience
Breeze (joinbreeze.com) September 2014 - Present
Channel Factory September 2013 - September 2014
Deloitte Consulting August 2011 - August 2013
Merrill Lynch 2010 - 2010
Traffiq.com 2007 - August 2009
US Courts June 2006 - August 2006
Skills
Data Analysis, Analytics, Business Strategy, Management Consulting, Financial Modeling, Project Management, Strategy, Market Analysis, Budgets, Advertising, Competitive Analysis, Strategic Consulting, Start-ups, Social Media, Microsoft Office, Research, Management, Sales
Education
Bowdoin College 2007 — 2011
BA, Government and Legal Studies
The Collegiate School 1995 — 2007
Breeze (joinbreeze.com) September 2014 - Present
Channel Factory September 2013 - September 2014
Deloitte Consulting August 2011 - August 2013
Merrill Lynch 2010 - 2010
Traffiq.com 2007 - August 2009
US Courts June 2006 - August 2006
Skills
Data Analysis, Analytics, Business Strategy, Management Consulting, Financial Modeling, Project Management, Strategy, Market Analysis, Budgets, Advertising, Competitive Analysis, Strategic Consulting, Start-ups, Social Media, Microsoft Office, Research, Management, Sales
Education
Bowdoin College 2007 — 2011
BA, Government and Legal Studies
The Collegiate School 1995 — 2007
Razi Amin's Merrill Lynch Experience 1996 - 2002
Job Senior Advisor International Finance Corporation & Partner Aspen Capital Solutions LLC
Industry Capital Markets
Experience
The World Bank Group 2010 - Present
Aspen Capital Solutions LLC 2009 - Present
Mizuho Alternative Investments March 2008 - May 2009
BNP Paribas 2002 - 2008
Merrill Lynch 1996 - 2002
Credit Suisse 1991 - 1995
JP Morgan 1984 - 1991
Skills
Capital Markets, Emerging Markets, Finance, Investments, Alternative Investments, Risk Management, Structured Finance, Asset Allocation, Fixed Income, Manager Selection, Equities, Portfolio Management, Real Estate Economics, Banking, Asset Management, Investment Banking, Financial Markets, Private Equity, Bank Recapitalization, Distressed Debt, Real Estate Finance, Direct Investments, Restructuring
Education
Harvard Business School 1982 — 1984
MBA, Finance and General Management
Bowdoin College 1977 — 1979
Bachelor of Arts (BA), Economics & Mathematics
The World Bank Group 2010 - Present
Aspen Capital Solutions LLC 2009 - Present
Mizuho Alternative Investments March 2008 - May 2009
BNP Paribas 2002 - 2008
Merrill Lynch 1996 - 2002
Credit Suisse 1991 - 1995
JP Morgan 1984 - 1991
Skills
Capital Markets, Emerging Markets, Finance, Investments, Alternative Investments, Risk Management, Structured Finance, Asset Allocation, Fixed Income, Manager Selection, Equities, Portfolio Management, Real Estate Economics, Banking, Asset Management, Investment Banking, Financial Markets, Private Equity, Bank Recapitalization, Distressed Debt, Real Estate Finance, Direct Investments, Restructuring
Education
Harvard Business School 1982 — 1984
MBA, Finance and General Management
Bowdoin College 1977 — 1979
Bachelor of Arts (BA), Economics & Mathematics
Teri Alexander, CFP, MSFP's Merrill Lynch Experience 1982 - 1985
Job FeeOnly Financial Planning Advisor, Wealth Manager, Educator, Mentor
Industry Financial Services
Experience
Alexander Financial Planning, Inc. September 1997 - Present
City of Grandview Heights 1994 - 1998
Capital University 1992 - 1995
Financial Planning 1990 - 1994
R. Meeder & Associates 1985 - 1990
Merrill Lynch 1982 - 1985
Columus City Schools, Grandview Hts. City Schools, Prior Weston in London England January 1980 - June 1982
Skills
Nonprofits, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory, Retirement Planning, Personal Finance, Retirement, Investments, Strategic Financial..., Investment Management, Financial Planners, Pensions, Estate Planning, Asset Management
Education
College for Financial Planning 2006 — 2009
M.S., Finacial Planning
Bowling Green State University 1976 — 1980
B.S., Education and Psychology
Alexander Financial Planning, Inc. September 1997 - Present
City of Grandview Heights 1994 - 1998
Capital University 1992 - 1995
Financial Planning 1990 - 1994
R. Meeder & Associates 1985 - 1990
Merrill Lynch 1982 - 1985
Columus City Schools, Grandview Hts. City Schools, Prior Weston in London England January 1980 - June 1982
Skills
Nonprofits, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory, Retirement Planning, Personal Finance, Retirement, Investments, Strategic Financial..., Investment Management, Financial Planners, Pensions, Estate Planning, Asset Management
Education
College for Financial Planning 2006 — 2009
M.S., Finacial Planning
Bowling Green State University 1976 — 1980
B.S., Education and Psychology
Jennifer J Winstel's Merrill Lynch Experience 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
RBC Capital Markets 2007 - 2012
RBC Capital Markets 2007 - 2012
Skills
Wealth Management, Investments, Portfolio Management, Strategic Planning, Financial Services, Mutual Funds, Sales, Sales Management, New Business Development, Leadership, Equities, Capital Markets, Business Strategy, Securities, Business Development, Finance
Education
Bowling Green State University 1986 — 1990
BSBA, Marketing
Bowling Green State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Merrill Lynch 2013 - Present
RBC Capital Markets 2007 - 2012
RBC Capital Markets 2007 - 2012
Skills
Wealth Management, Investments, Portfolio Management, Strategic Planning, Financial Services, Mutual Funds, Sales, Sales Management, New Business Development, Leadership, Equities, Capital Markets, Business Strategy, Securities, Business Development, Finance
Education
Bowling Green State University 1986 — 1990
BSBA, Marketing
Bowling Green State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Nicholas Piccininni's Merrill Lynch Experience August 1989 - May 2004
Job DIrector, Finance Crimes Governance Office at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo May 2012 - September 2013
Wells Fargo Advisors, LLC May 2004 - May 2012
Merrill Lynch August 1989 - May 2004
PROSKAUER ROSE 1987 - 1989
FINKELSTEIN, THOMPSON & LEWIS 1985 - 1987
Commodity Futures Trading Commission 1984 - 1985
Education
Boston University School of Law 1981 — 1984
JD
Columbia College 1976 — 1980
BA
Wells Fargo September 2013 - Present
Wells Fargo May 2012 - September 2013
Wells Fargo Advisors, LLC May 2004 - May 2012
Merrill Lynch August 1989 - May 2004
PROSKAUER ROSE 1987 - 1989
FINKELSTEIN, THOMPSON & LEWIS 1985 - 1987
Commodity Futures Trading Commission 1984 - 1985
Education
Boston University School of Law 1981 — 1984
JD
Columbia College 1976 — 1980
BA
Geoffrey Yeterian's Merrill Lynch Experience June 2007 - August 2007
Job Analyst
Industry Financial Services
Experience
Merrill Lynch June 2007 - August 2007
Red Bull June 2006 - June 2007
Education
Bowdoin College 2005 — 2009
BA, Economics, Government and Legal Studies
Merrill Lynch June 2007 - August 2007
Red Bull June 2006 - June 2007
Education
Bowdoin College 2005 — 2009
BA, Economics, Government and Legal Studies
Janet Cherne's Merrill Lynch Experience February 2011 - Present
Job Directors Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Education
Bowling Green State University 1982 — 1986
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
Merrill Lynch February 2011 - Present
Education
Bowling Green State University 1982 — 1986
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
Beth Conley's Merrill Lynch Experience May 1992 - April 1996
Job Director of Sales and Marketing
Industry Financial Services
Experience
SWBC 2010 - Present
JPMORGAN ASSET MANAGEMENT April 2001 - March 2010
SMITH BARNEY April 1996 - April 2001
Merrill Lynch May 1992 - April 1996
Skills
Sales, Insurance, Outlook, Marketing, Sales Management, Sales Operations, Series 7, Investments, Training, Business Development, Finance, Business Planning, Financial Services, Portfolio Management, Budgets
Education
Bowling Green State University 1985 — 1989
Bachelor of Science, Education
Fredericktown High School 1982 — 1985
SWBC 2010 - Present
JPMORGAN ASSET MANAGEMENT April 2001 - March 2010
SMITH BARNEY April 1996 - April 2001
Merrill Lynch May 1992 - April 1996
Skills
Sales, Insurance, Outlook, Marketing, Sales Management, Sales Operations, Series 7, Investments, Training, Business Development, Finance, Business Planning, Financial Services, Portfolio Management, Budgets
Education
Bowling Green State University 1985 — 1989
Bachelor of Science, Education
Fredericktown High School 1982 — 1985
Harris Mandel's Merrill Lynch Experience September 2010 - January 2011
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management January 2015 - Present
Northern Trust Corporation May 2013 - December 2014
Horwitz & Associates September 2011 - May 2013
Northern Trust March 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Skills
Finance, Investments, Customer Service, Portfolio Management
Education
Bradley University 2006 — 2010
B.S., Finance
Barclays Wealth and Investment Management January 2015 - Present
Northern Trust Corporation May 2013 - December 2014
Horwitz & Associates September 2011 - May 2013
Northern Trust March 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Skills
Finance, Investments, Customer Service, Portfolio Management
Education
Bradley University 2006 — 2010
B.S., Finance
Mark Riefer's Merrill Lynch Experience June 1990 - February 1999
Job President at Level Paths Investment Advisers
Industry Financial Services
Experience
Level Paths Investment Advisers February 2009 - Present
Wells Fargo November 2007 - February 2009
A.G. Edwards February 1999 - November 2007
Merrill Lynch June 1990 - February 1999
Skills
Investment Advisory..., Investment Management, Strategic Financial..., Estate Planning, Business Planning, Qualified Retirement..., Registered Investment..., Life & Health Insurance..., Team Building, Budgets, Public Speaking, Strategic Planning
Education
Bowling Green State University 1983 — 1988
BS in Education, History and Mathematics
Level Paths Investment Advisers February 2009 - Present
Wells Fargo November 2007 - February 2009
A.G. Edwards February 1999 - November 2007
Merrill Lynch June 1990 - February 1999
Skills
Investment Advisory..., Investment Management, Strategic Financial..., Estate Planning, Business Planning, Qualified Retirement..., Registered Investment..., Life & Health Insurance..., Team Building, Budgets, Public Speaking, Strategic Planning
Education
Bowling Green State University 1983 — 1988
BS in Education, History and Mathematics
Paul Margarites's Merrill Lynch Experience July 2008 - June 2009
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
PwC Consulting July 2012 - Present
Cornell University - S.C. Johnson Graduate School of Management August 2010 - October 2012
Bank of America Merrill Lynch May 2009 - June 2010
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Skills
Financial Advisory, Strategy, Management Consulting, Capital Markets, Risk Management, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2002 — 2006
BS, Finance & Business Law
PwC July 2014 - Present
PwC Consulting July 2012 - Present
Cornell University - S.C. Johnson Graduate School of Management August 2010 - October 2012
Bank of America Merrill Lynch May 2009 - June 2010
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Skills
Financial Advisory, Strategy, Management Consulting, Capital Markets, Risk Management, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2002 — 2006
BS, Finance & Business Law
Rodolfo Bessa, CFA's Merrill Lynch Experience June 2004 - August 2004
Job Vice President at SANTANDER PRIVATE BANKING
Industry Banking
Experience
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
Rey Bello's Merrill Lynch Experience September 2009 - January 2010
Job Operations Manager at HR Healthcare Staffing LLC
Industry Real Estate
Experience
HR Healthcare Staffing LLC December 2013 - Present
Wiedenbach-Brown May 2013 - November 2013
3D Trading LLC September 2012 - March 2013
Boston Student Realty July 2009 - August 2012
Coburn & Meredith January 2011 - May 2011
Merrill Lynch September 2009 - January 2010
HR Healthcare Staffing May 2009 - August 2009
Skills
Microsoft Office, Excel, Access, Dreamweaver, SAS, Flash
Education
Boston University - School of Management 2008 — 2012
Concentrating in Finance, Minor in Applied Statistics
HR Healthcare Staffing LLC December 2013 - Present
Wiedenbach-Brown May 2013 - November 2013
3D Trading LLC September 2012 - March 2013
Boston Student Realty July 2009 - August 2012
Coburn & Meredith January 2011 - May 2011
Merrill Lynch September 2009 - January 2010
HR Healthcare Staffing May 2009 - August 2009
Skills
Microsoft Office, Excel, Access, Dreamweaver, SAS, Flash
Education
Boston University - School of Management 2008 — 2012
Concentrating in Finance, Minor in Applied Statistics
Joseph Polanski's Merrill Lynch Experience December 1979 - December 1980
Job Senior Vice President of Investments at Turner Wealth Managment
Industry Insurance
Experience
Milton Park Partners January 2015 - Present
CoventryOne January 2013 - Present
Premier Financial Alliance September 2008 - Present
Turner Wealth Managment December 2001 - Present
Bear Stearns December 2000 - November 2003
EF Hutton December 1980 - June 1982
Merrill Lynch December 1979 - December 1980
Skills
Budgets, Leadership, Public Relations, Customer Service, Team Building, Strategic Planning, Financial Analysis, Leadership Development, Financial Reporting, Research, Life Insurance, Insurance, Finance, Sales, Program Management, Fixed Annuities
Education
Bowling Green State University 1978 — 1979
Accounting
Lakeland Community College 1975 — 1978
associates, Business
Milton Park Partners January 2015 - Present
CoventryOne January 2013 - Present
Premier Financial Alliance September 2008 - Present
Turner Wealth Managment December 2001 - Present
Bear Stearns December 2000 - November 2003
EF Hutton December 1980 - June 1982
Merrill Lynch December 1979 - December 1980
Skills
Budgets, Leadership, Public Relations, Customer Service, Team Building, Strategic Planning, Financial Analysis, Leadership Development, Financial Reporting, Research, Life Insurance, Insurance, Finance, Sales, Program Management, Fixed Annuities
Education
Bowling Green State University 1978 — 1979
Accounting
Lakeland Community College 1975 — 1978
associates, Business
Steven Siloy's Merrill Lynch Experience February 1999 - March 2002
Job Business Analyst at Hudec Dental
Industry Medical Practice
Experience
Hudec Dental January 2011 - Present
Allcare Dental March 2009 - December 2010
All State Home Mortgage July 2003 - March 2009
Splash Chemicals Inc March 2002 - July 2003
Merrill Lynch February 1999 - March 2002
Progressive Marketing August 1997 - February 1999
Crane Plumbing January 1993 - January 1996
Skills
Recruiting, Human Resources, Team Building, Management, Marketing, Cold Calling, Customer Service, Sales, Leadership, Business Strategy, Selling, Product Development, PowerPoint, Strategic Planning, Negotiation, Forecasting, Healthcare, Insurance, Sales Operations, Sales Management, Operations Management, Purchasing, Contract Negotiation, New Business Development, Coaching, Employee Relations, Budgets, Team Leadership, Marketing Strategy, Business Planning, Process Improvement
Education
Bowling Green State University 1993 — 1997
BSBA, International Business and Marketing
Hudec Dental January 2011 - Present
Allcare Dental March 2009 - December 2010
All State Home Mortgage July 2003 - March 2009
Splash Chemicals Inc March 2002 - July 2003
Merrill Lynch February 1999 - March 2002
Progressive Marketing August 1997 - February 1999
Crane Plumbing January 1993 - January 1996
Skills
Recruiting, Human Resources, Team Building, Management, Marketing, Cold Calling, Customer Service, Sales, Leadership, Business Strategy, Selling, Product Development, PowerPoint, Strategic Planning, Negotiation, Forecasting, Healthcare, Insurance, Sales Operations, Sales Management, Operations Management, Purchasing, Contract Negotiation, New Business Development, Coaching, Employee Relations, Budgets, Team Leadership, Marketing Strategy, Business Planning, Process Improvement
Education
Bowling Green State University 1993 — 1997
BSBA, International Business and Marketing
Lori Couture, CFA's Merrill Lynch Experience September 1989 - August 1991
Job Experienced Analyst
Industry Information Technology and Services
Experience
Merrill Lynch September 1989 - August 1991
First Interstate Bank February 1987 - July 1989
Bank of America May 1986 - January 1987
Skills
Business Analysis, Visio, SDLC, Project Management, Business Intelligence, Business Process..., Requirements Analysis, SQL, Requirements Gathering, Strategy, Financial Analysis, Excel with VBA, Access with VBA
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Science (MS) - Computer Information Systems
The University of Texas at Austin 1983 — 1986
MBA coursework - 63 hours - Finance, Statistics
Bradley University 1979 — 1982
BS, Economics
The University of Chicago 1978 — 1979
Liberal Arts
Merrill Lynch September 1989 - August 1991
First Interstate Bank February 1987 - July 1989
Bank of America May 1986 - January 1987
Skills
Business Analysis, Visio, SDLC, Project Management, Business Intelligence, Business Process..., Requirements Analysis, SQL, Requirements Gathering, Strategy, Financial Analysis, Excel with VBA, Access with VBA
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Science (MS) - Computer Information Systems
The University of Texas at Austin 1983 — 1986
MBA coursework - 63 hours - Finance, Statistics
Bradley University 1979 — 1982
BS, Economics
The University of Chicago 1978 — 1979
Liberal Arts
Joe Majdalani's Merrill Lynch Experience 2009 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch 2009 - Present
UBS 1990 - 2009
Kidder Peabody 1984 - 1990
Skills
Finance, Public Speaking
Education
Bowling Green State University 1983 — 1984
Master of Business Administration (M.B.A.)
Bowling Green State University 1979 — 1983
Bachelor's Degree, Marketing
Merrill Lynch 2009 - Present
UBS 1990 - 2009
Kidder Peabody 1984 - 1990
Skills
Finance, Public Speaking
Education
Bowling Green State University 1983 — 1984
Master of Business Administration (M.B.A.)
Bowling Green State University 1979 — 1983
Bachelor's Degree, Marketing
Lawrence Dome's Merrill Lynch Experience October 1989 - March 2001
Job Independent Real Estate Professional
Industry Real Estate
Experience
Retired commercial RE appraiser/analyst April 2001 - Present
Merrill Lynch October 1989 - March 2001
Goldman Sachs May 1986 - September 1989
Education
Bowling Green State University 1966 — 1968
BSBA, Economics of Real Estate
Kettering University 1964 — 1965
None, Engineering
Retired commercial RE appraiser/analyst April 2001 - Present
Merrill Lynch October 1989 - March 2001
Goldman Sachs May 1986 - September 1989
Education
Bowling Green State University 1966 — 1968
BSBA, Economics of Real Estate
Kettering University 1964 — 1965
None, Engineering
Matthew Zamora's Merrill Lynch Experience September 2008 - October 2010
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Merrill Lynch September 2008 - October 2010
Education
Bowdoin College 2003 — 2007
B.S., Macroeconomics
Morgan Stanley Smith Barney October 2010 - Present
Merrill Lynch September 2008 - October 2010
Education
Bowdoin College 2003 — 2007
B.S., Macroeconomics
Jay Gibbons's Merrill Lynch Experience 1996 - 1998
Job Hedge Fund Manager
Industry Investment Management
Experience
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Anthony Grimm's Merrill Lynch Experience January 1999 - June 2002
Job Director of Operations at NCR Corporation
Industry Computer Software
Experience
NCR Corporation January 2014 - Present
NCR Corporation April 2013 - Present
Matrix Proven POS June 2002 - Present
Merrill Lynch January 1999 - June 2002
Skills
Team Building, POS, Windows 7, Account Management, SaaS, Salesforce.com, A+ Certified, Help Desk Support, Customer Service
Education
Bowling Green State University 1994 — 1998
Information Systems
NCR Corporation January 2014 - Present
NCR Corporation April 2013 - Present
Matrix Proven POS June 2002 - Present
Merrill Lynch January 1999 - June 2002
Skills
Team Building, POS, Windows 7, Account Management, SaaS, Salesforce.com, A+ Certified, Help Desk Support, Customer Service
Education
Bowling Green State University 1994 — 1998
Information Systems
Robert Fuessler's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Smith, Gambrell & Russell, LLP
Industry Law Practice
Experience
Smith, Gambrell & Russell, LLP February 2015 - Present
Protiviti September 2013 - February 2015
Hofstra University Securities Arbitration Clinic August 2012 - May 2013
UNDP May 2012 - August 2012
Munich Re May 2011 - August 2011
New York Life Insurance Company May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Legal Writing, Legal Research, Westlaw
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.), Law, 3.63
Boston University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Chaminade High School 2002 — 2006
Smith, Gambrell & Russell, LLP February 2015 - Present
Protiviti September 2013 - February 2015
Hofstra University Securities Arbitration Clinic August 2012 - May 2013
UNDP May 2012 - August 2012
Munich Re May 2011 - August 2011
New York Life Insurance Company May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Legal Writing, Legal Research, Westlaw
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.), Law, 3.63
Boston University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Chaminade High School 2002 — 2006
Kathleen Sapios's Merrill Lynch Experience October 2000 - November 2004
Job Director of Global Tax Operations at Amazon
Industry Retail
Experience
Amazon September 2013 - Present
Royal Bank of Scotland November 2010 - September 2013
UBS Investment Bank November 2004 - October 2010
Merrill Lynch October 2000 - November 2004
Citi October 1996 - October 2000
JPMorgan Chase October 1994 - October 1996
Skills
International Tax, Tax, Tax Advisory, Tax Law, FATCA
Education
Boston University School of Law
Juris Doctor, Law
New York University School of Law
L.L.M., Taxation
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
Amazon September 2013 - Present
Royal Bank of Scotland November 2010 - September 2013
UBS Investment Bank November 2004 - October 2010
Merrill Lynch October 2000 - November 2004
Citi October 1996 - October 2000
JPMorgan Chase October 1994 - October 1996
Skills
International Tax, Tax, Tax Advisory, Tax Law, FATCA
Education
Boston University School of Law
Juris Doctor, Law
New York University School of Law
L.L.M., Taxation
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
James Musgrave's Merrill Lynch Experience 2000 - 2006
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial 2006 - 2011
Merrill Lynch 2000 - 2006
Charter House Inc. 1998 - 2000
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Uniform Combined State..., Series 7, Financial Advisory, Securities, IRAs, Financial Services, Finance, Financial Planning, Strategic Planning, Insurance
Education
Grand Valley State University 1976 — 1978
Master of Business Administration (MBA), Finance
Bowling Green State University 1969 — 1973
Bachelor of Business Administration (BBA), Accounting
LPL Financial 2006 - 2011
Merrill Lynch 2000 - 2006
Charter House Inc. 1998 - 2000
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Uniform Combined State..., Series 7, Financial Advisory, Securities, IRAs, Financial Services, Finance, Financial Planning, Strategic Planning, Insurance
Education
Grand Valley State University 1976 — 1978
Master of Business Administration (MBA), Finance
Bowling Green State University 1969 — 1973
Bachelor of Business Administration (BBA), Accounting
adem clemons's Merrill Lynch Experience 2007 - 2008
Job Market Data Consultant at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP February 2014 - Present
RBC Capital Markets 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Trading Systems, Electronic Trading, Fixed Income, Bloomberg, Reference Data, Unix, Financial Markets, Solaris, TIBCO Rendezvous, Vendor Management, Capital Markets, IT Strategy, TIBCO, RMDS
Education
Bowdoin College 1998 — 2002
Computer Science, Mathematics and Computer Science
Cathedral High School
Bloomberg LP February 2014 - Present
RBC Capital Markets 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Trading Systems, Electronic Trading, Fixed Income, Bloomberg, Reference Data, Unix, Financial Markets, Solaris, TIBCO Rendezvous, Vendor Management, Capital Markets, IT Strategy, TIBCO, RMDS
Education
Bowdoin College 1998 — 2002
Computer Science, Mathematics and Computer Science
Cathedral High School
Craig Pickering's Merrill Lynch Experience September 2001 - January 2009
Job First Vice President Wealth Management / Financial Advisor
Industry Financial Services
Experience
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank