Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Bob Petrella Bob Petrella's Merrill Lynch Experience July 2011 - 2014
Job Financial Solutions Advisor
Industry Investment Management
Experience
Merrill Lynch July 2011 - 2014
Tufts Health Plan 1996 - 1997
IDS Financial Services, Inc 1987 - 1991
Education
Bridgewater State College
Merrill Lynch July 2011 - 2014
Tufts Health Plan 1996 - 1997
IDS Financial Services, Inc 1987 - 1991
Education
Bridgewater State College
Kelvin Goh Kelvin Goh's Merrill Lynch Experience April 2006 - June 2006
Job Director of Finance (Asia Pacific) at Columbus McKinnon Corp
Industry Electrical/Electronic Manufacturing
Experience
Columbus McKinnon Corporation (Nasdaq: CMCO) May 2010 - Present
Economic Development Board of Singapore May 2009 - July 2009
ExxonMobil Asia Pacific Treasury January 2007 - September 2008
Global Financial Services Inc. August 2006 - December 2006
Merrill Lynch April 2006 - June 2006
Singapore Army January 1999 - May 2001
Skills
Financial Analysis &..., Business Valuation, Cash Flow Forecasting, Excel Macros, DCF, Quantum, SAP R/3, Strategic Planning, MS Office Suite, Equity Research, Oil/Gas, Portfolio Management, Regression Testing, Minitab, Solver, Editing, Think-Cell, Crystal Ball, Sensitivity Analysis, Turnaround Experience, International Business, Managerial Finance, Business in China, Microsoft Office, Financial Analysis, Corporate Finance, Microsoft Excel, Business Strategy, Treasury Management, Financial Reporting, Finance, Analysis, Accounting, Leadership, Financial Modeling, Forecasting, Valuation, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance / Marketing
Brigham Young University 2004 — 2006
B.Sc. Management, International Finance
Temasek JC 1997 — 1998
Cambridge GCE 'A' Levels, Science
Raffles Institution 1993 — 1996
Cambridge GCE 'O' Levels, Science
Columbus McKinnon Corporation (Nasdaq: CMCO) May 2010 - Present
Economic Development Board of Singapore May 2009 - July 2009
ExxonMobil Asia Pacific Treasury January 2007 - September 2008
Global Financial Services Inc. August 2006 - December 2006
Merrill Lynch April 2006 - June 2006
Singapore Army January 1999 - May 2001
Skills
Financial Analysis &..., Business Valuation, Cash Flow Forecasting, Excel Macros, DCF, Quantum, SAP R/3, Strategic Planning, MS Office Suite, Equity Research, Oil/Gas, Portfolio Management, Regression Testing, Minitab, Solver, Editing, Think-Cell, Crystal Ball, Sensitivity Analysis, Turnaround Experience, International Business, Managerial Finance, Business in China, Microsoft Office, Financial Analysis, Corporate Finance, Microsoft Excel, Business Strategy, Treasury Management, Financial Reporting, Finance, Analysis, Accounting, Leadership, Financial Modeling, Forecasting, Valuation, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance / Marketing
Brigham Young University 2004 — 2006
B.Sc. Management, International Finance
Temasek JC 1997 — 1998
Cambridge GCE 'A' Levels, Science
Raffles Institution 1993 — 1996
Cambridge GCE 'O' Levels, Science
Alison Hawes Alison Hawes's Merrill Lynch Experience 1991 - 1992
Job Associate Broker at Silvercreek Realty Group
Industry Real Estate
Experience
Silvercreek Realty Group February 2014 - Present
Silvercreek Realty Group September 2011 - Present
Prudential Idaho Realty February 2008 - October 2011
Lighthouse Ventures, LLC January 2000 - July 2009
Royster Realty 2004 - 2006
Merrill Lynch 1991 - 1992
Skills
Buyer Representation, First Time Home Buyers, ABR, New Business Development, Sales Management, Foreclosures, Sellers, Contract Negotiation, Marketing, Sales
Education
Brigham Young University 1982 — 1986
B.S., Business Management - Marketing
Reedley High School 1978 — 1982
Silvercreek Realty Group February 2014 - Present
Silvercreek Realty Group September 2011 - Present
Prudential Idaho Realty February 2008 - October 2011
Lighthouse Ventures, LLC January 2000 - July 2009
Royster Realty 2004 - 2006
Merrill Lynch 1991 - 1992
Skills
Buyer Representation, First Time Home Buyers, ABR, New Business Development, Sales Management, Foreclosures, Sellers, Contract Negotiation, Marketing, Sales
Education
Brigham Young University 1982 — 1986
B.S., Business Management - Marketing
Reedley High School 1978 — 1982
Andrew Chenn Andrew Chenn's Merrill Lynch Experience April 2009 - May 2009
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
Vivint June 2014 - April 2015
ProSky January 2013 - June 2014
PwC May 2013 - August 2013
Marriott International May 2012 - June 2012
Merrill Lynch April 2009 - May 2009
Skills
Public Speaking, Microsoft Excel, Strategic Planning, Management Consulting, Research, Team Leadership, PowerPoint, Competitive Analysis, Data Analysis, Business Strategy, Financial Analysis, Operations Consulting, Entrepreneurship, Microsoft Office, Chinese (Mandarin), Rock Climbing, Strategic Partnerships
Education
Brigham Young University
Bachelor of Science (B.S.), Strategy
Hong Kong International School 2005 — 2008
L.E.K. Consulting September 2015 - Present
Vivint June 2014 - April 2015
ProSky January 2013 - June 2014
PwC May 2013 - August 2013
Marriott International May 2012 - June 2012
Merrill Lynch April 2009 - May 2009
Skills
Public Speaking, Microsoft Excel, Strategic Planning, Management Consulting, Research, Team Leadership, PowerPoint, Competitive Analysis, Data Analysis, Business Strategy, Financial Analysis, Operations Consulting, Entrepreneurship, Microsoft Office, Chinese (Mandarin), Rock Climbing, Strategic Partnerships
Education
Brigham Young University
Bachelor of Science (B.S.), Strategy
Hong Kong International School 2005 — 2008
Belinda M. Copeland Belinda M. Copeland's Merrill Lynch Experience May 2006 - March 2009
Job Media Administrator at ZenithOptimedia Group I The ROI Agency
Industry Media Production
Experience
ZenithOptimedia Group I The ROI Agency September 2014 - Present
Montefiore Medical Center January 2013 - September 2014
Dress for Success Worldwide 2012 - 2013
Merrill Lynch May 2006 - March 2009
Skills
Data Entry, Administrative..., Office Management, Access, Invoicing, Telephone Skills, PowerPoint, Microsoft Word, Microsoft Excel, Lotus Notes, Filing, Microsoft Office, Customer Service, Software Documentation, Time Management, Administrative..., Event Planning
Education
Briarcliffe College 1993 — 1996
Paralegal Studies
Amityville Memorial High School 1973 — 1976
Diploma, Spanish Language and Literature
ZenithOptimedia Group I The ROI Agency September 2014 - Present
Montefiore Medical Center January 2013 - September 2014
Dress for Success Worldwide 2012 - 2013
Merrill Lynch May 2006 - March 2009
Skills
Data Entry, Administrative..., Office Management, Access, Invoicing, Telephone Skills, PowerPoint, Microsoft Word, Microsoft Excel, Lotus Notes, Filing, Microsoft Office, Customer Service, Software Documentation, Time Management, Administrative..., Event Planning
Education
Briarcliffe College 1993 — 1996
Paralegal Studies
Amityville Memorial High School 1973 — 1976
Diploma, Spanish Language and Literature
Juan Mario Alvarez Cartaña Juan Mario Alvarez Cartaña's Merrill Lynch Experience January 1993 - December 1995
Job Senior Financial Excecutive at GFR Services, LLC
Industry Newspapers
Experience
GFR Services April 2012 - Present
Editorial Primera Hora, Inc January 2000 - March 2012
Fierres, Inc. January 1995 - December 1999
Merrill Lynch January 1993 - December 1995
Bermudes & Longo January 1992 - December 1993
Citi Bank, Puerto Rico January 1986 - December 1990
Skills
Financial Analysis, Business Planning, Project Finance, Financial Reporting, Bank Negociations, Strategic Planning, Acquisitions, Negociations with Labor..., Budget Process, Risk Management, Business Strategy, Business Analysis, Business Valuation, Newspapers, Public Relations, Press Releases, Marketing, Internal and External..., International Business, Strategic Business..., Job Costing, Logistics Management, Manufacturing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Analytics, General Ledger, Indicators, Leadership, Problem Solving, Pricing, Capital Budgeting, Production Budgeting, Retro Analysis, Cash Management, Banking, News Writing, Online Advertising, Advertising, Multimedia, Radio, Social Media, Media Relations, New Media, Digital Media, Digital Marketing, Newspaper, Entrepreneurship
Education
University of Michigan 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Michigan Business School 1990 — 1992
Master of Business Administration (M.B.A.), Finance
Brandeis University 1980 — 1984
B.A., Economist and Latin American Studies
GFR Services April 2012 - Present
Editorial Primera Hora, Inc January 2000 - March 2012
Fierres, Inc. January 1995 - December 1999
Merrill Lynch January 1993 - December 1995
Bermudes & Longo January 1992 - December 1993
Citi Bank, Puerto Rico January 1986 - December 1990
Skills
Financial Analysis, Business Planning, Project Finance, Financial Reporting, Bank Negociations, Strategic Planning, Acquisitions, Negociations with Labor..., Budget Process, Risk Management, Business Strategy, Business Analysis, Business Valuation, Newspapers, Public Relations, Press Releases, Marketing, Internal and External..., International Business, Strategic Business..., Job Costing, Logistics Management, Manufacturing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Analytics, General Ledger, Indicators, Leadership, Problem Solving, Pricing, Capital Budgeting, Production Budgeting, Retro Analysis, Cash Management, Banking, News Writing, Online Advertising, Advertising, Multimedia, Radio, Social Media, Media Relations, New Media, Digital Media, Digital Marketing, Newspaper, Entrepreneurship
Education
University of Michigan 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Michigan Business School 1990 — 1992
Master of Business Administration (M.B.A.), Finance
Brandeis University 1980 — 1984
B.A., Economist and Latin American Studies
David McCleve David McCleve's Merrill Lynch Experience September 2007 - December 2007
Job
Industry Financial Services
Experience
Bridge Investment Group Partners July 2012 - Present
Bridge Investment Group Partners July 2010 - June 2012
KellyConnect September 2009 - July 2010
Brigham Young University January 2009 - August 2009
Global Financial Advisors September 2007 - April 2009
US Treasury September 2008 - December 2008
PIMCO June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments, Private Equity, Analysis, Due Diligence, Research, Equity Research, Finance, Equities, DCF, Corporate Finance, Leadership, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Venture Capital, Commercial Real Estate, Alternative Investments, Auditing, Business Valuation, Real Estate Economics, Bloomberg Terminal
Education
Brigham Young University 2003 — 2009
Undergraduate
Bridge Investment Group Partners July 2012 - Present
Bridge Investment Group Partners July 2010 - June 2012
KellyConnect September 2009 - July 2010
Brigham Young University January 2009 - August 2009
Global Financial Advisors September 2007 - April 2009
US Treasury September 2008 - December 2008
PIMCO June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments, Private Equity, Analysis, Due Diligence, Research, Equity Research, Finance, Equities, DCF, Corporate Finance, Leadership, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Venture Capital, Commercial Real Estate, Alternative Investments, Auditing, Business Valuation, Real Estate Economics, Bloomberg Terminal
Education
Brigham Young University 2003 — 2009
Undergraduate
Samantha Nielsen's Merrill Lynch Experience June 2012 - August 2012
Job Student at Brigham Young University
Industry Information Technology and Services
Experience
EY June 2015 - August 2015
California Secretary of State September 2014 - December 2014
EY May 2013 - August 2013
N3L Optics August 2012 - January 2013
Merrill Lynch June 2012 - August 2012
California Secretary of State June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Java, Budget, HTML, Public Relations, Public Speaking, Intercultural..., Brazilian Portuguese, Microsoft Office, Marketing, Management, Teamwork, Accounting, Research, Customer Service, WordPress, English
Education
Brigham Young University 2012 — 2017
Information Systems
Brigham Young University 2011 — 2017
Master of Science, Information Systems, Minor in Communications, Junior
EY June 2015 - August 2015
California Secretary of State September 2014 - December 2014
EY May 2013 - August 2013
N3L Optics August 2012 - January 2013
Merrill Lynch June 2012 - August 2012
California Secretary of State June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Java, Budget, HTML, Public Relations, Public Speaking, Intercultural..., Brazilian Portuguese, Microsoft Office, Marketing, Management, Teamwork, Accounting, Research, Customer Service, WordPress, English
Education
Brigham Young University 2012 — 2017
Information Systems
Brigham Young University 2011 — 2017
Master of Science, Information Systems, Minor in Communications, Junior
Peter Waldron, CFP, CRPC's Merrill Lynch Experience August 2005 - January 2009
Job Sr. Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. October 2011 - Present
Morgan Stanley Smith Barney January 2009 - November 2011
Merrill Lynch August 2005 - January 2009
Pulte Homes December 2003 - August 2005
Education
Brigham Young University 1998 — 2002
BS, Accountancy
UBS Financial Services Inc. October 2011 - Present
Morgan Stanley Smith Barney January 2009 - November 2011
Merrill Lynch August 2005 - January 2009
Pulte Homes December 2003 - August 2005
Education
Brigham Young University 1998 — 2002
BS, Accountancy
Jeffery P. Lewis, CFP©'s Merrill Lynch Experience January 2011 - June 2014
Job Make Smarter Decisions With Your Money
Industry Financial Services
Experience
LewisRetirement.com June 2014 - Present
Merrill Lynch January 2011 - June 2014
Bank of America February 2010 - January 2011
Education
Brigham Young University 2006 — 2008
BS, Business Management
Brigham Young University - Idaho
Brigham Young University - Idaho
LewisRetirement.com June 2014 - Present
Merrill Lynch January 2011 - June 2014
Bank of America February 2010 - January 2011
Education
Brigham Young University 2006 — 2008
BS, Business Management
Brigham Young University - Idaho
Brigham Young University - Idaho
John Mayfield's Merrill Lynch Experience April 2007 - June 2007
Job Principal at Peak Ventures
Industry Venture Capital & Private Equity
Experience
Peak Ventures September 2014 - Present
Instructure, Inc. June 2014 - September 2014
Qualtrics November 2012 - June 2014
BYU Cougar Capital 2012 - 2013
Peterson Ventures April 2012 - December 2012
Duff & Phelps July 2008 - April 2011
Merrill Lynch April 2007 - June 2007
Innovasis, Inc. August 2004 - December 2006
Anaheim California Mission July 2002 - July 2004
Education
Brigham Young University 2011 — 2013
MBA
Brigham Young University
Management, Finance
Peak Ventures September 2014 - Present
Instructure, Inc. June 2014 - September 2014
Qualtrics November 2012 - June 2014
BYU Cougar Capital 2012 - 2013
Peterson Ventures April 2012 - December 2012
Duff & Phelps July 2008 - April 2011
Merrill Lynch April 2007 - June 2007
Innovasis, Inc. August 2004 - December 2006
Anaheim California Mission July 2002 - July 2004
Education
Brigham Young University 2011 — 2013
MBA
Brigham Young University
Management, Finance
Todd Bateman Todd Bateman's Merrill Lynch Experience June 1998 - April 1999
Job North American Agency Practice Leader Data Center Solutions Group at CBRE
Industry Real Estate
Experience
CBRE January 2014 - Present
Newmark Grubb Knight Frank January 2011 - December 2013
Newmark Knight Frank February 2010 - November 2013
GVA Grimley July 2007 - September 2009
GVA Grimley April 2004 - September 2009
CB Richard Ellis 2002 - 2004
Equis Corporation April 1999 - February 2002
Merrill Lynch June 1998 - April 1999
Skills
Corporate Real Estate, Data Center, Real Estate, Location Intelligence, Brokerage, Leases, Contract Negotiation, Strategy
Education
Bradley University 1994 — 1998
BA, Communication and Marketing
CBRE January 2014 - Present
Newmark Grubb Knight Frank January 2011 - December 2013
Newmark Knight Frank February 2010 - November 2013
GVA Grimley July 2007 - September 2009
GVA Grimley April 2004 - September 2009
CB Richard Ellis 2002 - 2004
Equis Corporation April 1999 - February 2002
Merrill Lynch June 1998 - April 1999
Skills
Corporate Real Estate, Data Center, Real Estate, Location Intelligence, Brokerage, Leases, Contract Negotiation, Strategy
Education
Bradley University 1994 — 1998
BA, Communication and Marketing
Renee Ouellette Langlais, CRPC®'s Merrill Lynch Experience July 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill lynch July 2013 - Present
Merrill Lynch October 2012 - April 2013
Merrill Lynch February 2012 - October 2012
Merrill Lynch July 2010 - February 2012
Skills
Financial Services, Wealth Management, Relationship Management, Finance, Retirement, Series 7, Communication, Customer Service, Salesforce.com, Leadership, Public Speaking, Sales, Securities, Retirement Planning, Investments, Management, Social Networking, Microsoft Office, Strategic Planning
Education
Brevard College 2005 — 2007
Bachelor's degree, Political Science & Communications
Merrill lynch July 2013 - Present
Merrill Lynch October 2012 - April 2013
Merrill Lynch February 2012 - October 2012
Merrill Lynch July 2010 - February 2012
Skills
Financial Services, Wealth Management, Relationship Management, Finance, Retirement, Series 7, Communication, Customer Service, Salesforce.com, Leadership, Public Speaking, Sales, Securities, Retirement Planning, Investments, Management, Social Networking, Microsoft Office, Strategic Planning
Education
Brevard College 2005 — 2007
Bachelor's degree, Political Science & Communications
cheryl katz cheryl katz's Merrill Lynch Experience April 1994 - April 1999
Job Doer of Everything
Industry Think Tanks
Experience
Self-employed March 1998 - Present
Merrill Lynch April 1994 - April 1999
Lehman Brothers January 1990 - March 1995
Skills
Public Speaking, Customer Service, Community Outreach, Microsoft Word, Event Management, Policy Analysis, Project Management, English, Coaching, Team Building, Leadership, Analysis, Government, Data Analysis, Policy
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Financial Theory
Brandeis University 1986 — 1989
Bachelor of Arts (BA), Econmics and Psychology
Self-employed March 1998 - Present
Merrill Lynch April 1994 - April 1999
Lehman Brothers January 1990 - March 1995
Skills
Public Speaking, Customer Service, Community Outreach, Microsoft Word, Event Management, Policy Analysis, Project Management, English, Coaching, Team Building, Leadership, Analysis, Government, Data Analysis, Policy
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Financial Theory
Brandeis University 1986 — 1989
Bachelor of Arts (BA), Econmics and Psychology
Todd Castagna Todd Castagna's Merrill Lynch Experience August 2005 - October 2006
Job Vice President at RCLCO
Industry Real Estate
Experience
RCLCO Real Estate Advisors July 2012 - Present
Brigham Young University April 2012 - June 2012
Credit Suisse June 2011 - August 2011
First Quadrant September 2008 - July 2010
Pantera Capital Management, LP October 2006 - February 2008
Merrill Lynch August 2005 - October 2006
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Strategic Planning, Asset Management, Real Estate Development, Real Estate, Investment Banking, Corporate Finance, Private Equity
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University 1999 — 2005
BA, Economics, 3.95 / 4.0
RCLCO Real Estate Advisors July 2012 - Present
Brigham Young University April 2012 - June 2012
Credit Suisse June 2011 - August 2011
First Quadrant September 2008 - July 2010
Pantera Capital Management, LP October 2006 - February 2008
Merrill Lynch August 2005 - October 2006
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Strategic Planning, Asset Management, Real Estate Development, Real Estate, Investment Banking, Corporate Finance, Private Equity
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University 1999 — 2005
BA, Economics, 3.95 / 4.0
Tricia Ellermeier Tricia Ellermeier's Merrill Lynch Experience 1998 - 1999
Job Deputy Finance Director at City of Seattle
Industry Government Administration
Experience
City of Seattle May 2009 - Present
City of Seattle May 2007 - May 2009
City of Seattle January 2001 - May 2008
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Team Leadership, Project Management, Budgets, Public Speaking, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Microsoft Word, Customer Service
Education
Brenau University
Master of Business Administration (MBA), Business
Brenau University
Bachelor's Degree, Business - Finance
City of Seattle May 2009 - Present
City of Seattle May 2007 - May 2009
City of Seattle January 2001 - May 2008
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Team Leadership, Project Management, Budgets, Public Speaking, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Microsoft Word, Customer Service
Education
Brenau University
Master of Business Administration (MBA), Business
Brenau University
Bachelor's Degree, Business - Finance
Sosiua Sekona Sosiua Sekona's Merrill Lynch Experience November 2012 - July 2013
Job Solstice Energy
Industry Utilities
Experience
Solstice Energy July 2014 - Present
Merrill Lynch November 2012 - July 2013
Plenitud Holdings February 2007 - September 2012
Achieve Contract January 2009 - December 2011
Tapebeat April 2008 - August 2011
Restore Credit Consulting October 2006 - May 2008
Volunteer Work August 2000 - July 2002
Skills
Asset Management, Commercial Finance, Portfolio Management, Hedge Funds, Options, Asset Managment, Investments, Financial Goals, Series 7, Finance, Investment Strategies, Financial Services, Wealth Management, Management, Strategic Financial..., Investment Management, Equities, Financial Advisory, Retirement Planning, Credit, Mutual Funds, Private Equity, Analysis, Valuation, Alternative Investments, Securities, Financial Modeling, Community Service, Leadership
Education
Regis University 2008 — 2009
MBA, Finance and Accounting
Brigham Young University 2004 — 2006
BS, Political Science
Solstice Energy July 2014 - Present
Merrill Lynch November 2012 - July 2013
Plenitud Holdings February 2007 - September 2012
Achieve Contract January 2009 - December 2011
Tapebeat April 2008 - August 2011
Restore Credit Consulting October 2006 - May 2008
Volunteer Work August 2000 - July 2002
Skills
Asset Management, Commercial Finance, Portfolio Management, Hedge Funds, Options, Asset Managment, Investments, Financial Goals, Series 7, Finance, Investment Strategies, Financial Services, Wealth Management, Management, Strategic Financial..., Investment Management, Equities, Financial Advisory, Retirement Planning, Credit, Mutual Funds, Private Equity, Analysis, Valuation, Alternative Investments, Securities, Financial Modeling, Community Service, Leadership
Education
Regis University 2008 — 2009
MBA, Finance and Accounting
Brigham Young University 2004 — 2006
BS, Political Science
Richard Lutz Richard Lutz's Merrill Lynch Experience June 1995 - March 2009
Job Financial Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services March 2009 - Present
Merrill Lynch June 1995 - March 2009
Sysco January 1989 - June 1995
Education
Georgia Southern University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance Management and Marketing
Brewton-Parker College 1984 — 1985
Raymond James Investment Services March 2009 - Present
Merrill Lynch June 1995 - March 2009
Sysco January 1989 - June 1995
Education
Georgia Southern University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance Management and Marketing
Brewton-Parker College 1984 — 1985
Daniel Straub's Merrill Lynch Experience June 2008 - August 2008
Job Sales Representative at Abacus Distributing, LLC
Industry Public Policy
Experience
Abacus Distributing, LLC July 2014 - November 2014
Villa Maria March 2014 - May 2014
Rodney Strong Vineyards August 2013 - November 2013
Pumpkin Pond Organic Farm & Nursery April 2012 - August 2012
Pumpkin Pond Organic Farm & Nursery May 2011 - August 2011
New Community For Children June 2009 - July 2009
Manna Inc. June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
U.S. House of Representatives June 2007 - July 2007
Skills
Farms, Construction, Research, Microsoft Office, Irrigation, SPSS, Data Analysis, PowerPoint, English, Microsoft Excel, Spanish, Teamwork, Statistics, Strategic Communications, Social Media
Education
Brandeis University 2010 — 2013
B.A. in Politics and Psychology, Political Science/Government and Psychology
The University of Texas at Austin 2009 — 2010
Political Science and Government
Abacus Distributing, LLC July 2014 - November 2014
Villa Maria March 2014 - May 2014
Rodney Strong Vineyards August 2013 - November 2013
Pumpkin Pond Organic Farm & Nursery April 2012 - August 2012
Pumpkin Pond Organic Farm & Nursery May 2011 - August 2011
New Community For Children June 2009 - July 2009
Manna Inc. June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
U.S. House of Representatives June 2007 - July 2007
Skills
Farms, Construction, Research, Microsoft Office, Irrigation, SPSS, Data Analysis, PowerPoint, English, Microsoft Excel, Spanish, Teamwork, Statistics, Strategic Communications, Social Media
Education
Brandeis University 2010 — 2013
B.A. in Politics and Psychology, Political Science/Government and Psychology
The University of Texas at Austin 2009 — 2010
Political Science and Government
Melissa O'Neill's Merrill Lynch Experience January 2008 - April 2009
Job Loss Mitigation Consultant at Everbank
Industry Banking
Experience
EverBank May 2013 - Present
Homeward Residential, Inc. April 2009 - April 2013
Merrill Lynch January 2008 - April 2009
Rich Products Corporation 2006 - 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Process Improvement, Call Centers, Microsoft Excel, Customer Service, Loan Origination, Data Analysis, Credit Analysis, Loan Servicing, Mortgage Servicing, Loss Mitigation
Education
Bridgewater State College 1993 — 1998
Bachelor's degree, Psychology
EverBank May 2013 - Present
Homeward Residential, Inc. April 2009 - April 2013
Merrill Lynch January 2008 - April 2009
Rich Products Corporation 2006 - 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Process Improvement, Call Centers, Microsoft Excel, Customer Service, Loan Origination, Data Analysis, Credit Analysis, Loan Servicing, Mortgage Servicing, Loss Mitigation
Education
Bridgewater State College 1993 — 1998
Bachelor's degree, Psychology
Angelo Innamorato Angelo Innamorato's Merrill Lynch Experience May 2011 - September 2011
Job Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Merrill Lynch May 2011 - September 2011
Maxim Crane Works, LP May 2010 - September 2010
Maxim Crane Works, LP May 2009 - September 2009
Giant Eagle May 2008 - September 2008
Fab-Tec Industries January 2004 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, VBA, Matlab, Stata, Bloomberg Terminal, Capital IQ, Global Insight, Bloomberg, Equity Valuation, Financial Modeling, Econometrics, Risk Management, Investments, Quantitative Analytics, Economics
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, Economics, Finance
Copenhagen Business School 2012 — 2012
University of Pittsburgh 2008 — 2010
B.S., Economics
The College of Wooster
BNY Mellon October 2012 - Present
Merrill Lynch May 2011 - September 2011
Maxim Crane Works, LP May 2010 - September 2010
Maxim Crane Works, LP May 2009 - September 2009
Giant Eagle May 2008 - September 2008
Fab-Tec Industries January 2004 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, VBA, Matlab, Stata, Bloomberg Terminal, Capital IQ, Global Insight, Bloomberg, Equity Valuation, Financial Modeling, Econometrics, Risk Management, Investments, Quantitative Analytics, Economics
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, Economics, Finance
Copenhagen Business School 2012 — 2012
University of Pittsburgh 2008 — 2010
B.S., Economics
The College of Wooster
Barbara Sohn Barbara Sohn's Merrill Lynch Experience January 2000 - February 2004
Job Assistant Vice President, Corporate Marketing at Verisk Analytics
Industry Insurance
Experience
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Matt Tarin's Merrill Lynch Experience April 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Education
Stony Brook University 2010 — 2012
Bachelor's degree, Finance, General
Briarcliffe College 2005 — 2007
Associate's degree, Business Administration and Management, General
Merrill Lynch April 2013 - Present
Education
Stony Brook University 2010 — 2012
Bachelor's degree, Finance, General
Briarcliffe College 2005 — 2007
Associate's degree, Business Administration and Management, General
Benjamin Gurvis's Merrill Lynch Experience 2009 - 2010
Job Financial Analysis Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth 2015 - Present
athenahealth 2014 - 2015
Fish & Richardson P.C. 2012 - 2014
Neuberger Berman 2010 - 2012
Boston Capital 2010 - 2010
Merrill Lynch 2009 - 2010
URJ Eisner Camp 2005 - 2009
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Data Analysis, Business Analysis, VBA, SQL, Macros, Microsoft Excel, Microsoft Office, Financial Reporting, Microsoft SQL Server, Process Improvement
Education
Brandeis University 2006 — 2010
BA, Economics, International and Global Studies, Business
athenahealth 2015 - Present
athenahealth 2014 - 2015
Fish & Richardson P.C. 2012 - 2014
Neuberger Berman 2010 - 2012
Boston Capital 2010 - 2010
Merrill Lynch 2009 - 2010
URJ Eisner Camp 2005 - 2009
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Data Analysis, Business Analysis, VBA, SQL, Macros, Microsoft Excel, Microsoft Office, Financial Reporting, Microsoft SQL Server, Process Improvement
Education
Brandeis University 2006 — 2010
BA, Economics, International and Global Studies, Business
Joseph Abramoff's Merrill Lynch Experience 1974 - 1976
Job President at Balance Trading Group Ltd.
Industry Financial Services
Experience
The Balance Group 1976 - Present
Netanya Academic College September 2011 - June 2012
College of Managment Academic Studies (COMAS) September 1990 - June 1992
Tel Aviv University September 1986 - June 1990
Needham & Company March 1985 - August 1989
Merrill Lynch 1974 - 1976
Banco Bonzano Somoneson de Investimento 1971 - 1972
Skills
Investments, Real Estate, Asset Management, Capital Markets, Hedge Funds, International Economics, Finance, Venture Capital, Lecturing, Guest Lecturing, Investment Banking, Equity Trading, Financial Markets, Trading, Interest Rate..., Structured Products, Options, Equities, Derivatives, Swaps, ETFs, Financial Services
Education
New York University 1976 — 1982
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1969 — 1971
Master of Business Administration (MBA)
Brandeis University 1966 — 1969
Bachelor of Arts (BA), Economics
The Balance Group 1976 - Present
Netanya Academic College September 2011 - June 2012
College of Managment Academic Studies (COMAS) September 1990 - June 1992
Tel Aviv University September 1986 - June 1990
Needham & Company March 1985 - August 1989
Merrill Lynch 1974 - 1976
Banco Bonzano Somoneson de Investimento 1971 - 1972
Skills
Investments, Real Estate, Asset Management, Capital Markets, Hedge Funds, International Economics, Finance, Venture Capital, Lecturing, Guest Lecturing, Investment Banking, Equity Trading, Financial Markets, Trading, Interest Rate..., Structured Products, Options, Equities, Derivatives, Swaps, ETFs, Financial Services
Education
New York University 1976 — 1982
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1969 — 1971
Master of Business Administration (MBA)
Brandeis University 1966 — 1969
Bachelor of Arts (BA), Economics
Ishita Lamba's Merrill Lynch Experience June 2008 - August 2008
Job Research Analyst at International Monetary Fund
Industry International Affairs
Experience
International Monetary Fund August 2013 - Present
Connected Potential July 2014 - September 2014
Compass Lexecon July 2011 - August 2013
Brandeis University September 2008 - July 2011
KPMG June 2010 - August 2010
Deutsche Bank August 2009 - September 2009
International Business School May 2009 - August 2009
Schuster Institute January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Education
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.)
London School of Economics 2009 — 2010
General Course
International Monetary Fund August 2013 - Present
Connected Potential July 2014 - September 2014
Compass Lexecon July 2011 - August 2013
Brandeis University September 2008 - July 2011
KPMG June 2010 - August 2010
Deutsche Bank August 2009 - September 2009
International Business School May 2009 - August 2009
Schuster Institute January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Education
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.)
London School of Economics 2009 — 2010
General Course
Laura Stump's Merrill Lynch Experience August 1986 - July 1990
Job French teacher at Augusta County Public Schools
Industry Primary/Secondary Education
Experience
James Madison University August 2011 - Present
Augusta County Public Schools August 1994 - Present
Southampton County Public Schools August 1990 - June 1994
Merrill Lynch August 1986 - July 1990
Skills
PowerPoint, Microsoft Excel, English, Microsoft Word, Outlook, Research, Microsoft Office, Customer Service, Higher Education, Teaching, Staff Development, French, Curriculum Design, Curriculum Development, ESL, Tutoring, Language Teaching, Teaching English as a...
Education
University of Virginia 1984 — 1986
Master of Arts (M.A.), French Language and Literature
Bridgewater College 1980 — 1984
Bachelor of Arts (B.A.), French Language and Literature, Psychology
James Madison University August 2011 - Present
Augusta County Public Schools August 1994 - Present
Southampton County Public Schools August 1990 - June 1994
Merrill Lynch August 1986 - July 1990
Skills
PowerPoint, Microsoft Excel, English, Microsoft Word, Outlook, Research, Microsoft Office, Customer Service, Higher Education, Teaching, Staff Development, French, Curriculum Design, Curriculum Development, ESL, Tutoring, Language Teaching, Teaching English as a...
Education
University of Virginia 1984 — 1986
Master of Arts (M.A.), French Language and Literature
Bridgewater College 1980 — 1984
Bachelor of Arts (B.A.), French Language and Literature, Psychology
Alona Williams Alona Williams's Merrill Lynch Experience August 2011 - October 2013
Job Receptionist/Sales at State Farm
Industry Insurance
Experience
State Farm December 2013 - Present
Merrill Lynch August 2011 - October 2013
Humble ISD July 2001 - June 2011
Skills
Customer Service, Teaching, Leadership, Microsoft Excel, Microsoft Office, Public Speaking
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), Early Childhood & Elementary Education
State Farm December 2013 - Present
Merrill Lynch August 2011 - October 2013
Humble ISD July 2001 - June 2011
Skills
Customer Service, Teaching, Leadership, Microsoft Excel, Microsoft Office, Public Speaking
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), Early Childhood & Elementary Education
Brandon Adkins Brandon Adkins's Merrill Lynch Experience September 2010 - December 2014
Job Financial Advisor at The Investment Counsel
Industry Financial Services
Experience
The Investment Counsel December 2014 - Present
Merrill Lynch September 2010 - December 2014
Stopthebot.net May 2010 - September 2010
Marco November 2009 - July 2010
Venture Computer Systems May 2009 - November 2009
Badgerland Alarm 2006 - 2009
Culligan Total Water Treatment Systems Inc. 2005 - 2006
Skills
Sales, Marketing, Strategic Planning, Teamwork, Sales Management, Customer Service, Finance, Financial Analysis, Investments, Banking, Budgets, Business Planning, Insurance, Leadership, New Business Development, Small Business
Education
Brigham Young University
Mankato West
The Investment Counsel December 2014 - Present
Merrill Lynch September 2010 - December 2014
Stopthebot.net May 2010 - September 2010
Marco November 2009 - July 2010
Venture Computer Systems May 2009 - November 2009
Badgerland Alarm 2006 - 2009
Culligan Total Water Treatment Systems Inc. 2005 - 2006
Skills
Sales, Marketing, Strategic Planning, Teamwork, Sales Management, Customer Service, Finance, Financial Analysis, Investments, Banking, Budgets, Business Planning, Insurance, Leadership, New Business Development, Small Business
Education
Brigham Young University
Mankato West
Chad Gardiner's Merrill Lynch Experience 2004 - 2005
Job Vice President at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2013 - Present
Generation Equity Advisors, LLC 2010 - 2012
New Century Capital Partners 2006 - 2009
Merrill Lynch 2004 - 2005
Deutsche Bank 2002 - 2003
Skills
Corporate Finance, Private Placements, M&A experience, Mezzanine, Financial Modeling, Private Equity
Education
Brigham Young University 1998 — 2002
Bachelor of Science, Accounting
Headwaters MB 2013 - Present
Generation Equity Advisors, LLC 2010 - 2012
New Century Capital Partners 2006 - 2009
Merrill Lynch 2004 - 2005
Deutsche Bank 2002 - 2003
Skills
Corporate Finance, Private Placements, M&A experience, Mezzanine, Financial Modeling, Private Equity
Education
Brigham Young University 1998 — 2002
Bachelor of Science, Accounting
Andrew Foust Andrew Foust's Merrill Lynch Experience May 2007 - August 2007
Job Vice President Business Banking Client Manager at Bank of America
Industry Banking
Experience
Bank of America November 2013 - Present
Bank of America June 2012 - Present
Bank of America December 2010 - June 2012
SunTrust Bank January 2009 - December 2010
Merrill Lynch May 2007 - August 2007
Skills
Credit Cards, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Loans, Finance, Cash Management, Lines Of Credit, Small Business, Business Development
Education
Bridgewater College 2004 — 2008
Bachelor of Science, Business Administration and Finance
Kempsville High School
Bank of America November 2013 - Present
Bank of America June 2012 - Present
Bank of America December 2010 - June 2012
SunTrust Bank January 2009 - December 2010
Merrill Lynch May 2007 - August 2007
Skills
Credit Cards, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Loans, Finance, Cash Management, Lines Of Credit, Small Business, Business Development
Education
Bridgewater College 2004 — 2008
Bachelor of Science, Business Administration and Finance
Kempsville High School
Robert Stadler Robert Stadler's Merrill Lynch Experience 2006 - 2010
Job Managing Director, Private Banking at Ascent Private Capital Management of U.S. Bank
Industry Banking
Experience
U.S. Bank 2012 - Present
Communities in Schools Seattle 2013 - Present
U.S. Trust Private Wealth Management 2010 - August 2012
Merrill Lynch 2006 - 2010
Federal Reserve Bank of San Francisco 2004 - 2006
Skills
Credit, Commercial Real Estate, Leadership, Private Banking, Financial Analysis, Interest Rate..., High Net Worth..., Teamwork, Wealth Management, Real Estate Financing, Investments
Education
University of Washington 2011 — 2012
Certificate
Brandeis International Business School 2002 — 2004
MA
University of California, Santa Cruz 1999 — 2001
BA
U.S. Bank 2012 - Present
Communities in Schools Seattle 2013 - Present
U.S. Trust Private Wealth Management 2010 - August 2012
Merrill Lynch 2006 - 2010
Federal Reserve Bank of San Francisco 2004 - 2006
Skills
Credit, Commercial Real Estate, Leadership, Private Banking, Financial Analysis, Interest Rate..., High Net Worth..., Teamwork, Wealth Management, Real Estate Financing, Investments
Education
University of Washington 2011 — 2012
Certificate
Brandeis International Business School 2002 — 2004
MA
University of California, Santa Cruz 1999 — 2001
BA
Allen Hill Allen Hill's Merrill Lynch Experience 1993 - 2003
Job Owner, Allen F. Hill and Associates
Industry Insurance
Experience
Allen F. Hill and Associates Co-FounderFour Winds Tribal Services2004 - 2005
The Churchilll Group 2003 - 2005
Merrill Lynch 1993 - 2003
The Cerva Hill Company 1990 - 1993
Education
The American College 1977 — 1978
Master of Science, Financial Services
Georgia State University 1970 — 1972
Master of Insurance, Insurance
The American College 1970 — 1972
Chartered Life Underwriter, Insurance
Brigham Young University 1968 — 1970
BA, English
Allen F. Hill and Associates Co-FounderFour Winds Tribal Services2004 - 2005
The Churchilll Group 2003 - 2005
Merrill Lynch 1993 - 2003
The Cerva Hill Company 1990 - 1993
Education
The American College 1977 — 1978
Master of Science, Financial Services
Georgia State University 1970 — 1972
Master of Insurance, Insurance
The American College 1970 — 1972
Chartered Life Underwriter, Insurance
Brigham Young University 1968 — 1970
BA, English
David Steinschraber, CFA David Steinschraber, CFA's Merrill Lynch Experience 2006 - 2008
Job High Risk, Low Reward
Industry Investment Management
Experience
DAS Capital Group 2011 - Present
SnoopWall, LLC 2013 - Present
Smart Planet Technologies 2009 - Present
Bad Guy Racing 2009 - Present
PeerScout 2010 - 2013
Elysee Partners 2004 - 2013
La Jaula Restaurante 2011 - 2012
Noodling the Film 2010 - 2011
Inter-American Development Bank 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Emerging Markets, Structuring, Derivatives, Latin America, Investments, CFA level 1 and 2..., Financial Structuring, Venture Capital, Real Estate Development, Private Equity, Asset Management, Fixed Income, Structured Products, Funding, Capital Markets, Financial Markets, Alternative Investments, Private Banking, Structured Finance, Investment Banking, Financial Advisory, Equities, Hedge Funds, Trading, Securities, Investment Management
Education
Duke University - The Fuqua School of Business
MBA, Finance
Brandeis University
BA, Computer Science
Stuyvesant High School
DAS Capital Group 2011 - Present
SnoopWall, LLC 2013 - Present
Smart Planet Technologies 2009 - Present
Bad Guy Racing 2009 - Present
PeerScout 2010 - 2013
Elysee Partners 2004 - 2013
La Jaula Restaurante 2011 - 2012
Noodling the Film 2010 - 2011
Inter-American Development Bank 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Emerging Markets, Structuring, Derivatives, Latin America, Investments, CFA level 1 and 2..., Financial Structuring, Venture Capital, Real Estate Development, Private Equity, Asset Management, Fixed Income, Structured Products, Funding, Capital Markets, Financial Markets, Alternative Investments, Private Banking, Structured Finance, Investment Banking, Financial Advisory, Equities, Hedge Funds, Trading, Securities, Investment Management
Education
Duke University - The Fuqua School of Business
MBA, Finance
Brandeis University
BA, Computer Science
Stuyvesant High School
Vern Gibson's Merrill Lynch Experience May 1994 - May 1998
Job BostonComplex Manager Senior VP of Investments at Moors and Cabot
Industry Financial Services
Experience
Moors & Cabot November 2006 - Present
janney montgomery scott May 1998 - November 2006
Merrill Lynch May 1994 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Financial Advisory, Wealth Management, Securities, Equities, Financial Planning
Education
New England Conservatory of Music 1983 — 1985
applied jazz
Bridgewater State College 1980 — 1982
ma, creative arts
Eastern Nazarene College 1967 — 1971
bs, music ed.
Moors & Cabot November 2006 - Present
janney montgomery scott May 1998 - November 2006
Merrill Lynch May 1994 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Financial Advisory, Wealth Management, Securities, Equities, Financial Planning
Education
New England Conservatory of Music 1983 — 1985
applied jazz
Bridgewater State College 1980 — 1982
ma, creative arts
Eastern Nazarene College 1967 — 1971
bs, music ed.
Erik Blankmeyer Erik Blankmeyer's Merrill Lynch Experience 1994 - 1998
Job I am an innovator and trusted friend. I lead my clients to a better experience and lifestyle.
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
Bhavin Kenia Bhavin Kenia's Merrill Lynch Experience 2007 - 2007
Job Director at FF Corp
Industry Food & Beverages
Experience
Friendly Franchisees Corporation August 2008 - Present
Merrill Lynch 2007 - 2007
Shepherd Transformers March 2005 - June 2006
Meditech Dental Corp. June 2004 - February 2005
Skills
Business Strategy, Business Planning, Strategic Planning, Budgets, Financial Analysis, Market Research, Product Development, Competitive Analysis, Negotiation, New Business Development, Operations Management, Financial Modeling, Marketing Strategy, Market Analysis, Business Development, Business Analysis, Project Management, Retail
Education
Brandeis University, Lemberg - International Business School 2006 — 2008
Master of Business Administration (MBA), International Business
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Computer Engineering
OLPS 1987 — 1998
Friendly Franchisees Corporation August 2008 - Present
Merrill Lynch 2007 - 2007
Shepherd Transformers March 2005 - June 2006
Meditech Dental Corp. June 2004 - February 2005
Skills
Business Strategy, Business Planning, Strategic Planning, Budgets, Financial Analysis, Market Research, Product Development, Competitive Analysis, Negotiation, New Business Development, Operations Management, Financial Modeling, Marketing Strategy, Market Analysis, Business Development, Business Analysis, Project Management, Retail
Education
Brandeis University, Lemberg - International Business School 2006 — 2008
Master of Business Administration (MBA), International Business
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Computer Engineering
OLPS 1987 — 1998
Yuoshondy Shondy Monroe's Merrill Lynch Experience November 2007 - May 2009
Job Resourceful, resilient, and reliable professional who helps people find solutions to their problems
Industry Program Development
Experience
Capital Staffing Solutions Inc. February 2013 - September 2014
Anna's Daycare August 2009 - December 2012
Merrill Lynch November 2007 - May 2009
Skills
Collaborative Problem..., Building Relationships, Team Building, Recruiting, Online Research, Customer Experience, Staff Supervision, Customer Service, Management, Interviews, Business Development, Leadership, Marketing, Cross-functional..., Strategic Planning, Human Resources, Public Speaking, Training, Program Management, Process Improvement, Coaching, PowerPoint, Social Media, Marketing Communications, Sales, Superior Communications..., Presentations, Sales and marketing, CPR Certified
Education
Brenau University 2010 — 2012
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of North Florida 2002 — 2004
Bachelor of Science (B.S.), Communications
Capital Staffing Solutions Inc. February 2013 - September 2014
Anna's Daycare August 2009 - December 2012
Merrill Lynch November 2007 - May 2009
Skills
Collaborative Problem..., Building Relationships, Team Building, Recruiting, Online Research, Customer Experience, Staff Supervision, Customer Service, Management, Interviews, Business Development, Leadership, Marketing, Cross-functional..., Strategic Planning, Human Resources, Public Speaking, Training, Program Management, Process Improvement, Coaching, PowerPoint, Social Media, Marketing Communications, Sales, Superior Communications..., Presentations, Sales and marketing, CPR Certified
Education
Brenau University 2010 — 2012
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of North Florida 2002 — 2004
Bachelor of Science (B.S.), Communications
Rob Liflander Rob Liflander's Merrill Lynch Experience September 2009 - August 2012
Job Managing Director, Northeast Region at Circular Energy
Industry Renewables & Environment
Experience
Circular Energy June 2015 - Present
Sound Solar Systems January 2014 - May 2015
OnForce Solar, Inc January 2013 - December 2013
Merrill Lynch September 2009 - August 2012
Porsche of Greenwich April 2005 - July 2009
Audi of Fairfield April 2004 - March 2005
Audi of Greenwich May 2002 - March 2004
Skills
New Business Development, Business Strategy, Business Process..., Product Development, Marketing Strategy, Digital Marketing, Financial Modeling, Sales, Strategy, Renewable Energy, Strategic Planning, Finance, Management, E-commerce, Business Development, Energy, Solar Energy, Alternative Energy, Cleantech, Sustainable Energy, Mergers & Acquisitions, Start-ups, Investments, Entrepreneurship, Private Equity, Strategic Partnerships, Corporate Development, Venture Capital, Due Diligence, Business Planning, Financial Analysis, Emerging Markets, Competitive Analysis, Corporate Finance, Executive Management, Financial Structuring, Management Consulting, Risk Management, Project Finance, Valuation
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Marketing/Management
Brandeis University 1984 — 1987
BA, Economics
Herricks High School 1980 — 1983
HS Diploma
Circular Energy June 2015 - Present
Sound Solar Systems January 2014 - May 2015
OnForce Solar, Inc January 2013 - December 2013
Merrill Lynch September 2009 - August 2012
Porsche of Greenwich April 2005 - July 2009
Audi of Fairfield April 2004 - March 2005
Audi of Greenwich May 2002 - March 2004
Skills
New Business Development, Business Strategy, Business Process..., Product Development, Marketing Strategy, Digital Marketing, Financial Modeling, Sales, Strategy, Renewable Energy, Strategic Planning, Finance, Management, E-commerce, Business Development, Energy, Solar Energy, Alternative Energy, Cleantech, Sustainable Energy, Mergers & Acquisitions, Start-ups, Investments, Entrepreneurship, Private Equity, Strategic Partnerships, Corporate Development, Venture Capital, Due Diligence, Business Planning, Financial Analysis, Emerging Markets, Competitive Analysis, Corporate Finance, Executive Management, Financial Structuring, Management Consulting, Risk Management, Project Finance, Valuation
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Marketing/Management
Brandeis University 1984 — 1987
BA, Economics
Herricks High School 1980 — 1983
HS Diploma
Karen Vasudavan Karen Vasudavan's Merrill Lynch Experience August 2005 - July 2015
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Karen Hallett, M. Ed. Karen Hallett, M. Ed.'s Merrill Lynch Experience 1983 - 1986
Job Special Educator/Tutor
Industry Primary/Secondary Education
Experience
SmartStart Learning Center October 2006 - Present
Town of Barnstable October 2001 - Present
Town of Barnstable 2005 - 2007
Ronald Reif, DDS 1990 - 1992
Dean, Witter, Reynolds, Inc. 1989 - 1990
Dougherty & Company 1986 - 1989
Merrill Lynch 1983 - 1986
Dunfey's Sea Spa 1982 - 1986
Comprehensive Employment and Training Act (CETA) 1978 - 1982
Saint Mary's Home for Children 1977 - 1979
Education
Bridgewater State College
M. Ed., Special Educaation, preK-8
Southeastern Massachusetts University 1977 — 1979
BA, Psychology
Cape Cod Community College 1975 — 1977
Associate of Arts, Liberal Arts
SmartStart Learning Center October 2006 - Present
Town of Barnstable October 2001 - Present
Town of Barnstable 2005 - 2007
Ronald Reif, DDS 1990 - 1992
Dean, Witter, Reynolds, Inc. 1989 - 1990
Dougherty & Company 1986 - 1989
Merrill Lynch 1983 - 1986
Dunfey's Sea Spa 1982 - 1986
Comprehensive Employment and Training Act (CETA) 1978 - 1982
Saint Mary's Home for Children 1977 - 1979
Education
Bridgewater State College
M. Ed., Special Educaation, preK-8
Southeastern Massachusetts University 1977 — 1979
BA, Psychology
Cape Cod Community College 1975 — 1977
Associate of Arts, Liberal Arts
Colton Burr Colton Burr's Merrill Lynch Experience September 2008 - December 2008
Job Fund Manager at Vivint Solar
Industry Capital Markets
Experience
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Brad Farmer Brad Farmer's Merrill Lynch Experience September 2002 - May 2004
Job Chief Executive Officer at Gibbs Smith, Publisher
Industry Publishing
Experience
Gibbs Smith, Publisher January 2013 - Present
Many Hats Media May 2011 - Present
Gibbs Smith May 2004 - January 2013
Merrill Lynch September 2002 - May 2004
Deloitte January 2000 - September 2002
Skills
Coaching, Strategic Leadership, Budgeting, Accounting, Books, Microsoft Office, Publishing, Content Development, Process Improvement, Forecasting, MySQL, SQL, Excel, Analysis, Writing, Strategic Planning, digital books, ebooks, Product Development, Digital Distribution, Online Publishing, Ebook Conversion, Digital Marketing, Microsoft Excel, Budgets, Ebooks, Project Management, Management, Sales Management, Strategic Partnerships, People Skills
Education
Brigham Young University 1993 — 1999
MAcc, Accounting
Gibbs Smith, Publisher January 2013 - Present
Many Hats Media May 2011 - Present
Gibbs Smith May 2004 - January 2013
Merrill Lynch September 2002 - May 2004
Deloitte January 2000 - September 2002
Skills
Coaching, Strategic Leadership, Budgeting, Accounting, Books, Microsoft Office, Publishing, Content Development, Process Improvement, Forecasting, MySQL, SQL, Excel, Analysis, Writing, Strategic Planning, digital books, ebooks, Product Development, Digital Distribution, Online Publishing, Ebook Conversion, Digital Marketing, Microsoft Excel, Budgets, Ebooks, Project Management, Management, Sales Management, Strategic Partnerships, People Skills
Education
Brigham Young University 1993 — 1999
MAcc, Accounting
Austin Chase Austin Chase's Merrill Lynch Experience May 2006 - April 2007
Job Financial Analyst Controller
Industry Oil & Energy
Experience
ExxonMobil February 2012 - Present
AT&T Mobility June 2011 - August 2011
Wells Fargo Bank April 2007 - March 2010
Peak Capital Partners April 2007 - June 2009
Merrill Lynch May 2006 - April 2007
Clarion Consulting September 2005 - May 2006
Utah Gubernatorial Campaign April 2004 - December 2004
Brigham Young University Student Government August 2002 - May 2003
LDS Mission March 2000 - January 2001
Skills
Analysis, Budgets, Business Case, Business Development
Education
Texas A&M University, Mays Business School, College 2010 — 2012
Master, Business Administration
Brigham Young University 2002 — 2006
Bachelor of Arts, English/Economics
ExxonMobil February 2012 - Present
AT&T Mobility June 2011 - August 2011
Wells Fargo Bank April 2007 - March 2010
Peak Capital Partners April 2007 - June 2009
Merrill Lynch May 2006 - April 2007
Clarion Consulting September 2005 - May 2006
Utah Gubernatorial Campaign April 2004 - December 2004
Brigham Young University Student Government August 2002 - May 2003
LDS Mission March 2000 - January 2001
Skills
Analysis, Budgets, Business Case, Business Development
Education
Texas A&M University, Mays Business School, College 2010 — 2012
Master, Business Administration
Brigham Young University 2002 — 2006
Bachelor of Arts, English/Economics
Caroline Gist Caroline Gist's Merrill Lynch Experience January 1985 - December 1989
Job Putnam City Public Schools Foundation
Industry Nonprofit Organization Management
Experience
Putnam City Public Schools Foundation August 2003 - Present
Oklahoma Foundation for Excellence January 2004 - Present
Downtown Rotary January 2012 - Present
AFP Oklahoma January 2004 - Present
Leadership Oklahoma City August 2004 - Present
The Northwest Chamber January 2004 - Present
Greater Oklahoma City Chamber January 2010 - Present
Harn Homestead Museum January 2000 - June 2003
Merrill Lynch January 1985 - December 1989
Coldwell Banker Real Estate 1979 - 1981
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Writing, Board Development, Coordinating Special..., Alumni Relations, Strategic Planning, Advertising, Grant Writing, Leadership, Teaching, Nonprofits, Team Building, Community Outreach, Budgets, Editing, Program Management, Staff Development, Community Development, Customer Service, Small Business, Volunteer Management, Leadership Development, Philanthropy, Social Media, Event Management, Planned Giving, Program Development
Education
University of Colorado Boulder 1971 — 1974
BA, Biology
Briarcliffe College 1969 — 1971
N/A, Biology
Casady School 1956 — 1969
High School, General studies
Harding School 1963 — 1965
7th and 8th grades
Putnam City Public Schools Foundation August 2003 - Present
Oklahoma Foundation for Excellence January 2004 - Present
Downtown Rotary January 2012 - Present
AFP Oklahoma January 2004 - Present
Leadership Oklahoma City August 2004 - Present
The Northwest Chamber January 2004 - Present
Greater Oklahoma City Chamber January 2010 - Present
Harn Homestead Museum January 2000 - June 2003
Merrill Lynch January 1985 - December 1989
Coldwell Banker Real Estate 1979 - 1981
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Writing, Board Development, Coordinating Special..., Alumni Relations, Strategic Planning, Advertising, Grant Writing, Leadership, Teaching, Nonprofits, Team Building, Community Outreach, Budgets, Editing, Program Management, Staff Development, Community Development, Customer Service, Small Business, Volunteer Management, Leadership Development, Philanthropy, Social Media, Event Management, Planned Giving, Program Development
Education
University of Colorado Boulder 1971 — 1974
BA, Biology
Briarcliffe College 1969 — 1971
N/A, Biology
Casady School 1956 — 1969
High School, General studies
Harding School 1963 — 1965
7th and 8th grades
Jim Dishman, CFP®, ChFC® Jim Dishman, CFP®, ChFC®'s Merrill Lynch Experience December 1999 - May 2005
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1992 - December 1999
Education
Brigham Young University 1985 — 1991
B.S., Business Management
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1992 - December 1999
Education
Brigham Young University 1985 — 1991
B.S., Business Management
Bob Weenig Bob Weenig's Merrill Lynch Experience June 1983 - October 1987
Job Information Technology Support Engineer
Industry Information Technology and Services
Experience
Walter P Moore August 2015 - Present
Baker Hughes January 2008 - January 2015
BJ Services, USA 2004 - 2008
Compaq Computer Corporation - Houston TX August 1996 - June 1998
Continental Airlines December 1994 - June 1997
NEC Display Solutions of America, Inc. January 1994 - August 1996
Zions Bank March 1991 - December 1994
Dean Witter Reynolds Inc. October 1987 - March 1991
Merrill Lynch June 1983 - October 1987
Christopherson Business Travel July 1976 - October 1982
Skills
Integration, System Administration, Engineering, Operating Systems, IT Service Management, Software Installation, Petroleum, AutoCAD, Oil/Gas, Oilfield, Networking, Technical Support, Gas, Energy, Project Management, Drilling, Process Improvement, Upstream, Completion, HTML, Blackberry, Usability, Lotus Notes, Project Planning, Energy Industry, Hardware, Servers, Disaster Recovery, Natural Gas, Switches, Offshore Drilling, Help Desk Support, Software Documentation, Active Directory, Troubleshooting, Training, Oil & Gas Industry, Linux, Oil & Gas, Management, Leadership, Onshore, Supervisory Skills, Desktop Computers, Network Administration, Microsoft Office, Windows Server, Enterprise Software, Operations Management
Education
Brigham Young University 1968 — 1975
BS Social Science
Ricks College 1969 — 1971
Associate of Science (AS)
Walter P Moore August 2015 - Present
Baker Hughes January 2008 - January 2015
BJ Services, USA 2004 - 2008
Compaq Computer Corporation - Houston TX August 1996 - June 1998
Continental Airlines December 1994 - June 1997
NEC Display Solutions of America, Inc. January 1994 - August 1996
Zions Bank March 1991 - December 1994
Dean Witter Reynolds Inc. October 1987 - March 1991
Merrill Lynch June 1983 - October 1987
Christopherson Business Travel July 1976 - October 1982
Skills
Integration, System Administration, Engineering, Operating Systems, IT Service Management, Software Installation, Petroleum, AutoCAD, Oil/Gas, Oilfield, Networking, Technical Support, Gas, Energy, Project Management, Drilling, Process Improvement, Upstream, Completion, HTML, Blackberry, Usability, Lotus Notes, Project Planning, Energy Industry, Hardware, Servers, Disaster Recovery, Natural Gas, Switches, Offshore Drilling, Help Desk Support, Software Documentation, Active Directory, Troubleshooting, Training, Oil & Gas Industry, Linux, Oil & Gas, Management, Leadership, Onshore, Supervisory Skills, Desktop Computers, Network Administration, Microsoft Office, Windows Server, Enterprise Software, Operations Management
Education
Brigham Young University 1968 — 1975
BS Social Science
Ricks College 1969 — 1971
Associate of Science (AS)
Ronald Murphy's Merrill Lynch Experience 1982 - 1996
Job VP Investor Relations and Corporate Business Development at Primo Medical Group
Industry Medical Devices
Experience
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Ann Dienhart Ann Dienhart's Merrill Lynch Experience 1972 - 1976
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Hedge School 1984 - 2000
Plymouth Public Schools 1984 - 2000
Central Texas College 1976 - 1977
Merrill Lynch 1972 - 1976
Skills
Vendor Management, Outlook, Excel, Customer Relations, Administrative Support, Administrative..., Customer Service, Microsoft Excel, Visio, Process Improvement, Project Management, Quality Assurance, Risk Management, Management, Access, Business Analysis, Lotus Notes, Change Management, Program Management
Education
Fisher College 1998 — 2000
AS, Computer Technology
Bridgewater State University 1981 — 1982
incomplete, English
Regis College 1967 — 1969
incomplete, English
Fidelity Investments 2000 - Present
Hedge School 1984 - 2000
Plymouth Public Schools 1984 - 2000
Central Texas College 1976 - 1977
Merrill Lynch 1972 - 1976
Skills
Vendor Management, Outlook, Excel, Customer Relations, Administrative Support, Administrative..., Customer Service, Microsoft Excel, Visio, Process Improvement, Project Management, Quality Assurance, Risk Management, Management, Access, Business Analysis, Lotus Notes, Change Management, Program Management
Education
Fisher College 1998 — 2000
AS, Computer Technology
Bridgewater State University 1981 — 1982
incomplete, English
Regis College 1967 — 1969
incomplete, English
Kien Phi's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Associate at Ernst & Young Singapore
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
EY May 2013 - August 2013
EY May 2012 - August 2012
IDG Ventures Vietnam May 2011 - August 2011
The World Bank May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Economics, Bloomberg, Emerging Markets, Due Diligence, Analysis, Research, Corporate Finance, Real Estate Transactions, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Stata, Valuation, Microsoft Office, Venture Capital, Banking, Portfolio Management, Investments, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Strategy, Private Equity, Investment Banking, Finance, Teamwork
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts in International Economic Finance, Asset Management
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Williston Northampton School 2008 — 2010
High School
Merrill Lynch June 2014 - August 2014
EY May 2013 - August 2013
EY May 2012 - August 2012
IDG Ventures Vietnam May 2011 - August 2011
The World Bank May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Economics, Bloomberg, Emerging Markets, Due Diligence, Analysis, Research, Corporate Finance, Real Estate Transactions, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Stata, Valuation, Microsoft Office, Venture Capital, Banking, Portfolio Management, Investments, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Strategy, Private Equity, Investment Banking, Finance, Teamwork
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts in International Economic Finance, Asset Management
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Williston Northampton School 2008 — 2010
High School
Nathan Tanner's Merrill Lynch Experience October 2011 - July 2013
Job Talent Acquisition at LinkedIn | Aspiring HR Leader | Author
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
Renata Mattos's Merrill Lynch Experience August 2010 - December 2010
Job Client Service Associate at JPMorgan Chase & Co.
Industry Banking
Experience
J.P. Morgan December 2013 - Present
Trump National Golf Club March 2012 - December 2013
Safra National Bank of New York January 2011 - July 2011
Merrill Lynch August 2010 - December 2010
Roton Point Club in Connecticut May 2009 - August 2009
Refrigerantes Marajá Ltda August 2004 - January 2005
Player June 2000 - August 2004
Skills
Budgets, Microsoft Excel, PowerPoint, Banking, Fundraising, Spanish, Marketing Strategy, Customer Service, English, Portuguese, Coaching, Microsoft Word, Excel, Customer Relations, Microsoft Office, Word, Outlook, Series 7
Education
University of West Florida - College of Business 2005 — 2010
Finance, Finance, Marketing and Management
Brenau University
J.P. Morgan December 2013 - Present
Trump National Golf Club March 2012 - December 2013
Safra National Bank of New York January 2011 - July 2011
Merrill Lynch August 2010 - December 2010
Roton Point Club in Connecticut May 2009 - August 2009
Refrigerantes Marajá Ltda August 2004 - January 2005
Player June 2000 - August 2004
Skills
Budgets, Microsoft Excel, PowerPoint, Banking, Fundraising, Spanish, Marketing Strategy, Customer Service, English, Portuguese, Coaching, Microsoft Word, Excel, Customer Relations, Microsoft Office, Word, Outlook, Series 7
Education
University of West Florida - College of Business 2005 — 2010
Finance, Finance, Marketing and Management
Brenau University
Laurie Verrios's Merrill Lynch Experience 2004 - 2007
Job Licensed Adjuster at Allstate
Industry Financial Services
Experience
Allstate April 2012 - Present
Allstate Financial March 2008 - April 2012
Merrill Lynch 2004 - 2007
Skills
Wealth Management, Public Speaking, Training, Customer Service, Retirement, Series 7, Insurance, Series 6, Microsoft Office, Newsletters, Strategic Planning, Time Management, Analysis, Employee Benefits, Microsoft Excel, Community Outreach
Education
Briarcliffe College
Bachelor of Business Administration (BBA), Management
Katherine Gibbs
Associate of Arts and Sciences (AAS)
Allstate April 2012 - Present
Allstate Financial March 2008 - April 2012
Merrill Lynch 2004 - 2007
Skills
Wealth Management, Public Speaking, Training, Customer Service, Retirement, Series 7, Insurance, Series 6, Microsoft Office, Newsletters, Strategic Planning, Time Management, Analysis, Employee Benefits, Microsoft Excel, Community Outreach
Education
Briarcliffe College
Bachelor of Business Administration (BBA), Management
Katherine Gibbs
Associate of Arts and Sciences (AAS)
Darrell Rich Darrell Rich's Merrill Lynch Experience November 2010 - February 2012
Job .
Industry Public Policy
Experience
Phoenix Business and Workforce Development Board February 2009 - Present
National Association of Workforce Boards March 2014 - Present
Edward Jones February 2012 - March 2014
Merrill Lynch November 2010 - February 2012
Dominion Enterprises September 2004 - January 2010
World Savings September 2001 - September 2004
Advantage Wireless September 1999 - May 2001
Skills
Mutual Funds, Data Analysis, Team Building, Leadership, SEO, Strategic Vision, Strategic Planning, New Business Development, Sales Management, Sales, Business Development, Budgets, Marketing, Account Management, Competitive Analysis, P&L Management, Change Management, Cold Calling, Management, Start-ups, Training, Advertising, Employee Training, Finance, Team Leadership, Portfolio Management, Direct Sales, Coaching, Business Process..., Business Strategy, Strategy, Business Planning, Sales Operations, Program Management, Cross-functional Team..., Operations Management, Online Advertising, Recruiting, Project Planning, Enterprise Software, Strategic Partnerships, Public Speaking, Social Media, CRM
Education
Brigham Young University 1988 — 1996
B.A., International Relations
Canyon High School 1984 — 1988
Phoenix Business and Workforce Development Board February 2009 - Present
National Association of Workforce Boards March 2014 - Present
Edward Jones February 2012 - March 2014
Merrill Lynch November 2010 - February 2012
Dominion Enterprises September 2004 - January 2010
World Savings September 2001 - September 2004
Advantage Wireless September 1999 - May 2001
Skills
Mutual Funds, Data Analysis, Team Building, Leadership, SEO, Strategic Vision, Strategic Planning, New Business Development, Sales Management, Sales, Business Development, Budgets, Marketing, Account Management, Competitive Analysis, P&L Management, Change Management, Cold Calling, Management, Start-ups, Training, Advertising, Employee Training, Finance, Team Leadership, Portfolio Management, Direct Sales, Coaching, Business Process..., Business Strategy, Strategy, Business Planning, Sales Operations, Program Management, Cross-functional Team..., Operations Management, Online Advertising, Recruiting, Project Planning, Enterprise Software, Strategic Partnerships, Public Speaking, Social Media, CRM
Education
Brigham Young University 1988 — 1996
B.A., International Relations
Canyon High School 1984 — 1988
Brandon Swank's Merrill Lynch Experience March 2005 - September 2005
Job Controller
Industry Accounting
Experience
IQNavigator October 2014 - Present
IQNavigator March 2013 - Present
IQNavigator February 2010 - March 2013
IQNavigator October 2008 - February 2010
Grant Thornton LLP December 2005 - October 2008
Merrill Lynch March 2005 - September 2005
Brasil Salvador South Mission December 1998 - December 2000
Skills
Financial Reporting, Compliance, Financial Accounting, Internal Controls, Risk, Managerial Finance, Corporate Finance, SEC filings, Internal Audit, Due Diligence, Financial Modeling, Auditing, Finance, Sarbanes-Oxley Act, Financial Risk, GAAP, Financial Analysis, Financial Statements, Accounting, Mergers, US GAAP, Consolidation, Revenue Recognition, General Ledger, Forecasting, Sarbanes-Oxley
Education
University of Colorado Denver 2002 — 2005
BS, Finance, Accounting
Brigham Young University 2000 — 2002
Accounting, Portuguese, General
IQNavigator October 2014 - Present
IQNavigator March 2013 - Present
IQNavigator February 2010 - March 2013
IQNavigator October 2008 - February 2010
Grant Thornton LLP December 2005 - October 2008
Merrill Lynch March 2005 - September 2005
Brasil Salvador South Mission December 1998 - December 2000
Skills
Financial Reporting, Compliance, Financial Accounting, Internal Controls, Risk, Managerial Finance, Corporate Finance, SEC filings, Internal Audit, Due Diligence, Financial Modeling, Auditing, Finance, Sarbanes-Oxley Act, Financial Risk, GAAP, Financial Analysis, Financial Statements, Accounting, Mergers, US GAAP, Consolidation, Revenue Recognition, General Ledger, Forecasting, Sarbanes-Oxley
Education
University of Colorado Denver 2002 — 2005
BS, Finance, Accounting
Brigham Young University 2000 — 2002
Accounting, Portuguese, General
Judy Chrisman's Merrill Lynch Experience April 1996 - August 2006
Job Architecture Team Manager at Bank of America
Industry Computer Software
Experience
Bank of America September 2010 - Present
Bank of America August 2006 - November 2010
Merrill Lynch April 1996 - August 2006
Price Waterhouse Coopers March 1994 - April 1996
Metro Information Services November 1991 - November 1993
Harvard University November 1988 - July 1991
MA/COM December 1987 - November 1988
Skills
Vendor Management, Requirements Analysis, SDLC, Software Development
Education
Bridgewater State University 1983 — 1987
BS
Bank of America September 2010 - Present
Bank of America August 2006 - November 2010
Merrill Lynch April 1996 - August 2006
Price Waterhouse Coopers March 1994 - April 1996
Metro Information Services November 1991 - November 1993
Harvard University November 1988 - July 1991
MA/COM December 1987 - November 1988
Skills
Vendor Management, Requirements Analysis, SDLC, Software Development
Education
Bridgewater State University 1983 — 1987
BS
John R. Kinkead John R. Kinkead's Merrill Lynch Experience July 1991 - April 2007
Job Retirement Planning at Grace Advisory
Industry Investment Management
Experience
Grace Advisory Group December 2014 - June 2015
PNC September 2013 - December 2014
Morgan Stanley July 2011 - August 2013
Rainwater Capital Partners July 2010 - July 2011
Merrill Lynch July 1991 - April 2007
Education
Brigham Young University
San Jose State University
Cerro Coso Community College
Grace Advisory Group December 2014 - June 2015
PNC September 2013 - December 2014
Morgan Stanley July 2011 - August 2013
Rainwater Capital Partners July 2010 - July 2011
Merrill Lynch July 1991 - April 2007
Education
Brigham Young University
San Jose State University
Cerro Coso Community College
Michael Tatarsky's Merrill Lynch Experience June 2011 - August 2011
Job Associate, Asset & Capital Structuring, Santander Global Banking & Markets
Industry Investment Banking
Experience
Santander Bank, N.A. October 2013 - Present
Deutsche Bank Securities July 2012 - October 2013
Merrill Lynch June 2011 - August 2011
JPMorgan Chase & Co October 2010 - December 2010
BNP Paribas May 2010 - November 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Valuation, Economics, Equities, Project Finance, Financial Structuring, Project Management, Fixed Income, Bloomberg, Series 79, PowerPoint, Analysis, Series 63, Microsoft Word, Microsoft Office, Research, Interest Rate Swaps, Trading, Structured Finance, Portfolio Management, Due Diligence
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Economics, Business
Brandeis University 2008 — 2012
Economics, Economics
Santander Bank, N.A. October 2013 - Present
Deutsche Bank Securities July 2012 - October 2013
Merrill Lynch June 2011 - August 2011
JPMorgan Chase & Co October 2010 - December 2010
BNP Paribas May 2010 - November 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Valuation, Economics, Equities, Project Finance, Financial Structuring, Project Management, Fixed Income, Bloomberg, Series 79, PowerPoint, Analysis, Series 63, Microsoft Word, Microsoft Office, Research, Interest Rate Swaps, Trading, Structured Finance, Portfolio Management, Due Diligence
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Economics, Business
Brandeis University 2008 — 2012
Economics, Economics
Marilyn Reed Marilyn Reed's Merrill Lynch Experience 1978 - 2002
Job Independent Video Producer
Industry Media Production
Experience
Marilyn Reed Productions November 2001 - Present
Permal Asset Management 2006 - 2008
Marsh February 2002 - 2008
Merrill Lynch 1978 - 2002
Nadler & Larimer 1975 - 1978
Skills
Broadcast, Video Production, Social Media, Editing, Video, Corporate Communications, Marketing Strategy, Business Case, Strategy, Creative Writing, Digital Media, Television, Event Management, Multimedia, Creative Direction, Event Planning, Management, CRM
Education
Columbia University in the City of New York 2004 — 2006
Morningside Institute Program in Conservation Biology, Conservation Biology
Brandeis University 1972 — 1974
MFA, Theatrical Design
University of California, Davis 1967 — 1971
BA, Theatrical Design
Marilyn Reed Productions November 2001 - Present
Permal Asset Management 2006 - 2008
Marsh February 2002 - 2008
Merrill Lynch 1978 - 2002
Nadler & Larimer 1975 - 1978
Skills
Broadcast, Video Production, Social Media, Editing, Video, Corporate Communications, Marketing Strategy, Business Case, Strategy, Creative Writing, Digital Media, Television, Event Management, Multimedia, Creative Direction, Event Planning, Management, CRM
Education
Columbia University in the City of New York 2004 — 2006
Morningside Institute Program in Conservation Biology, Conservation Biology
Brandeis University 1972 — 1974
MFA, Theatrical Design
University of California, Davis 1967 — 1971
BA, Theatrical Design
Amy (Hansen) Crawley's Merrill Lynch Experience July 2010 - August 2010
Job Master of Accountancy Tax Emphasis
Industry Accounting
Experience
PricewaterhouseCoopers LLP June 2014 - August 2014
Grant Thornton LLP June 2011 - August 2011
Brigham Young University March 2010 - April 2011
Merrill Lynch July 2010 - August 2010
Silver Mountain Sports Club and Spa January 2010 - June 2010
Freshman Academy March 2008 - June 2010
Canterbury Gardens and Gifts April 2008 - June 2008
Skills
Accounting, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Tax, Access, PowerPoint
Education
Brigham Young University
BS, Accountancy
PricewaterhouseCoopers LLP June 2014 - August 2014
Grant Thornton LLP June 2011 - August 2011
Brigham Young University March 2010 - April 2011
Merrill Lynch July 2010 - August 2010
Silver Mountain Sports Club and Spa January 2010 - June 2010
Freshman Academy March 2008 - June 2010
Canterbury Gardens and Gifts April 2008 - June 2008
Skills
Accounting, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Tax, Access, PowerPoint
Education
Brigham Young University
BS, Accountancy
Brad Haines, CFA, FRM Brad Haines, CFA, FRM's Merrill Lynch Experience January 1997 - January 1999
Job Head of Strategy Implementation, Juncture Wealth Strategies
Industry Investment Management
Experience
Juncture Wealth Strategies, LLC July 2015 - Present
Wells Fargo April 2002 - June 2015
LeMaster & Daniels PLLC now CliftonLarsonAllen LLP January 1999 - January 2002
Merrill Lynch January 1997 - January 1999
Principal Financial Securities 1994 - 1996
Skills
Portfolio Management, Investments, Equities, Investment Strategies, Mutual Funds, Financial Analysis, Asset Management, Investment Management, Valuation, Hedge Funds, Alternative Investments, Financial Markets, Risk Management, Securities, Asset Allocation, Financial Services, Wealth Management, Bonds, Finance, Hedging, Financial Risk, Strategic Financial..., Economics
Education
Gonzaga University - School of Business Administration 1998 — 2000
MBA, Accounting/Finance
Brigham Young University 1988 — 1994
BS, Finance
Juncture Wealth Strategies, LLC July 2015 - Present
Wells Fargo April 2002 - June 2015
LeMaster & Daniels PLLC now CliftonLarsonAllen LLP January 1999 - January 2002
Merrill Lynch January 1997 - January 1999
Principal Financial Securities 1994 - 1996
Skills
Portfolio Management, Investments, Equities, Investment Strategies, Mutual Funds, Financial Analysis, Asset Management, Investment Management, Valuation, Hedge Funds, Alternative Investments, Financial Markets, Risk Management, Securities, Asset Allocation, Financial Services, Wealth Management, Bonds, Finance, Hedging, Financial Risk, Strategic Financial..., Economics
Education
Gonzaga University - School of Business Administration 1998 — 2000
MBA, Accounting/Finance
Brigham Young University 1988 — 1994
BS, Finance
Charles Campagna Charles Campagna's Merrill Lynch Experience September 2006 - February 2008
Job Financial Advisor
Industry Financial Services
Experience
HSBC SECURITIES (USA) INC 2012 - October 2014
Investment Professionals, Inc. March 2012 - November 2012
Chase Investment Service July 2010 - March 2012
Investment Services at Sovereign Bank June 2009 - July 2010
Banc Of America Investment Svc March 2008 - March 2009
Merrill Lynch September 2006 - February 2008
Skills
Investments, Financial Services, Financial Planning, Wealth Management, Retail Banking
Education
Briarcliffe College 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.9
HSBC SECURITIES (USA) INC 2012 - October 2014
Investment Professionals, Inc. March 2012 - November 2012
Chase Investment Service July 2010 - March 2012
Investment Services at Sovereign Bank June 2009 - July 2010
Banc Of America Investment Svc March 2008 - March 2009
Merrill Lynch September 2006 - February 2008
Skills
Investments, Financial Services, Financial Planning, Wealth Management, Retail Banking
Education
Briarcliffe College 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.9
William Standish's Merrill Lynch Experience June 2006 - August 2006
Job Alta Ventures
Industry Venture Capital & Private Equity
Experience
Alta Ventures September 2013 - August 2015
Bennion Group June 2012 - August 2012
New York State Division of the Budget January 2008 - June 2011
New York State Division of the Budget June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Cascades June 2005 - August 2005
Education
Brigham Young University 2011 — 2013
MBA
Skidmore College 2004 — 2008
BS
Alta Ventures September 2013 - August 2015
Bennion Group June 2012 - August 2012
New York State Division of the Budget January 2008 - June 2011
New York State Division of the Budget June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Cascades June 2005 - August 2005
Education
Brigham Young University 2011 — 2013
MBA
Skidmore College 2004 — 2008
BS
Andrew Bonin Andrew Bonin's Merrill Lynch Experience January 2012 - June 2012
Job Equity Research Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs May 2015 - Present
Goldman Sachs June 2013 - May 2015
Global Financial Advisors September 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance
Goldman Sachs May 2015 - Present
Goldman Sachs June 2013 - May 2015
Global Financial Advisors September 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance
Jonathan Sebag (Yoni)'s Merrill Lynch Experience December 2011 - May 2012
Job Business Analyst II at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance September 2013 - Present
Brandeis University April 2011 - May 2013
Ogilvy & Mather June 2012 - August 2012
CampusBash January 2012 - June 2012
Merrill Lynch December 2011 - May 2012
Skills
Microsoft Office, Research, Public Speaking, Social Media, Event Planning, Nonprofits, Fundraising, Social Networking, PowerPoint, Editing, Microsoft Word, Marketing, Facebook, Non-profits, Data Analysis, Microsoft Excel
Education
Brandeis University 2009 — 2013
BA, Business, English Literature
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance September 2013 - Present
Brandeis University April 2011 - May 2013
Ogilvy & Mather June 2012 - August 2012
CampusBash January 2012 - June 2012
Merrill Lynch December 2011 - May 2012
Skills
Microsoft Office, Research, Public Speaking, Social Media, Event Planning, Nonprofits, Fundraising, Social Networking, PowerPoint, Editing, Microsoft Word, Marketing, Facebook, Non-profits, Data Analysis, Microsoft Excel
Education
Brandeis University 2009 — 2013
BA, Business, English Literature
Spencer Oman, CFP® Spencer Oman, CFP®'s Merrill Lynch Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Skills
Financial Planning, Wealth Management, Banking, Insurance, Investments, Financial Analysis, Finance, Securities, Financial Services, Risk Management, Retirement Planning, Asset Managment, Microsoft Excel, Loans, Accounting, Series 7, Credit, Valuation, Financial Modeling, Marketing, Public Speaking, PowerPoint, Strategic Planning, Investment Strategies, Strategic Financial..., Wealth Preservation..., Multi-generational..., Real Estate, Commercial Real Estate
Education
Brigham Young University 2003 — 2007
Bachelor of Science, Financial Services: Real Estate
Merrill Lynch August 2012 - Present
Skills
Financial Planning, Wealth Management, Banking, Insurance, Investments, Financial Analysis, Finance, Securities, Financial Services, Risk Management, Retirement Planning, Asset Managment, Microsoft Excel, Loans, Accounting, Series 7, Credit, Valuation, Financial Modeling, Marketing, Public Speaking, PowerPoint, Strategic Planning, Investment Strategies, Strategic Financial..., Wealth Preservation..., Multi-generational..., Real Estate, Commercial Real Estate
Education
Brigham Young University 2003 — 2007
Bachelor of Science, Financial Services: Real Estate
Gideon Rosenbaum's Merrill Lynch Experience February 2012 - May 2014
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
Jason Stoll's Merrill Lynch Experience June 2008 - August 2008
Job Digital Products Analyst
Industry Broadcast Media
Experience
iN DEMAND January 2014 - Present
Horowitz Associates, Inc. June 2013 - December 2013
Brickman Leonard & Bamberger, P.C. September 2010 - May 2013
Ecko Unltd June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Hunter Display May 2007 - August 2007
Skills
Java, C++, HTML, Web Design, Stata, Research, Microsoft Office, Excel, Word, PowerPoint, WordPerfect, Adobe, Photoshop, Adobe Acrobat, Adobe Creative Suite, Bloomberg, Legal Research, Market Research, Online Marketing, Marketing Strategy, Advertising, Financial Analysis, Business Analysis, Westlaw, Financial Modeling, Financial Reporting, Trial Exhibits, SNAP, Facebook, Microsoft Excel, Capital IQ, Finance, Social Media, Analysis
Education
Brandeis University 2006 — 2010
BA, Economics, Business
Patchogue-Medford High School
iN DEMAND January 2014 - Present
Horowitz Associates, Inc. June 2013 - December 2013
Brickman Leonard & Bamberger, P.C. September 2010 - May 2013
Ecko Unltd June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Hunter Display May 2007 - August 2007
Skills
Java, C++, HTML, Web Design, Stata, Research, Microsoft Office, Excel, Word, PowerPoint, WordPerfect, Adobe, Photoshop, Adobe Acrobat, Adobe Creative Suite, Bloomberg, Legal Research, Market Research, Online Marketing, Marketing Strategy, Advertising, Financial Analysis, Business Analysis, Westlaw, Financial Modeling, Financial Reporting, Trial Exhibits, SNAP, Facebook, Microsoft Excel, Capital IQ, Finance, Social Media, Analysis
Education
Brandeis University 2006 — 2010
BA, Economics, Business
Patchogue-Medford High School
Jared Goldman's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2013 - Present
Moelis & Company June 2013 - August 2013
Brandeis University August 2009 - May 2013
Brandeis University September 2009 - February 2013
Deutsche Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Bloomberg, Microsoft Excel, Stata, Capital IQ, Teamwork, Project Management, ThomsonOne, Series 79, Analysis, Investment Banking
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.)
Cold Spring Harbor High School 2005 — 2009
Moelis & Company August 2013 - Present
Moelis & Company June 2013 - August 2013
Brandeis University August 2009 - May 2013
Brandeis University September 2009 - February 2013
Deutsche Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Bloomberg, Microsoft Excel, Stata, Capital IQ, Teamwork, Project Management, ThomsonOne, Series 79, Analysis, Investment Banking
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.)
Cold Spring Harbor High School 2005 — 2009
Leslie Grigg Leslie Grigg's Merrill Lynch Experience June 1980 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
L & L Distributing, LLC January 2000 - Present
Merrill Lynch June 1980 - Present
Skills
Foreclosure Prevention, Owner financed real..., seller financed real..., Note Buying, Estate Planning, Portfolio Strategy, Mortgage Lending, Bank Financing, Credit Cards, Small Business Lending, Term Life Insurance, Foreclosures, Real Estate, Portfolio Management, Finance, Investments, Retirement Planning, Real Estate Development, Asset Management, Credit, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Loans, Mutual Funds, Real Estate Economics, Refinance, Retirement, Small Business, Strategic Financial..., Underwriting, Wealth Management, Financial Planning
Education
Brigham Young University 1973 — 1978
Bachelor of Arts, History and German
L & L Distributing, LLC January 2000 - Present
Merrill Lynch June 1980 - Present
Skills
Foreclosure Prevention, Owner financed real..., seller financed real..., Note Buying, Estate Planning, Portfolio Strategy, Mortgage Lending, Bank Financing, Credit Cards, Small Business Lending, Term Life Insurance, Foreclosures, Real Estate, Portfolio Management, Finance, Investments, Retirement Planning, Real Estate Development, Asset Management, Credit, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Loans, Mutual Funds, Real Estate Economics, Refinance, Retirement, Small Business, Strategic Financial..., Underwriting, Wealth Management, Financial Planning
Education
Brigham Young University 1973 — 1978
Bachelor of Arts, History and German
Dustin Buchanan Dustin Buchanan's Merrill Lynch Experience June 2013 - December 2014
Job Founder and CEO at Simple Price Prep
Industry Military
Experience
Simple Price Prep January 2015 - Present
Self Employed February 2014 - Present
Self Employed January 2014 - Present
Merrill Lynch June 2013 - December 2014
US Navy June 2009 - June 2013
Mayland Community College August 2007 - May 2009
King's Flooring February 2006 - August 2008
Skills
Electronic Data..., Schedule Writing, Reports Analysis, Reliability, Organization, Adaptation, Quick & Eager Learner, Train Others, Security, Security Devices, Integrated Security..., Installation Security, Physical Security, Private Security, Asset Protection, Counter Surveillance, Investigation, Mobile Patrol, Weapons Training, Supervising Others, Management, Coordinating Activities, Weapons Handling, Police Officers, Law Enforcement..., Military Vehicles, Combat Lifesaver, Inventory, Pay Close Attention to..., Accountability, Military Skills, Supervisory Management, Weapons, Military, Strategic Planning, Customer Service, Security Clearance, DoD, Military Operations, Force Protection, Military Experience, Leadership, Navy, Military Training
Education
Brenau University 2012 — 2014
Business Administration and Management, General
Mayland Community College 2008 — 2009
Electronics Engineering
Simple Price Prep January 2015 - Present
Self Employed February 2014 - Present
Self Employed January 2014 - Present
Merrill Lynch June 2013 - December 2014
US Navy June 2009 - June 2013
Mayland Community College August 2007 - May 2009
King's Flooring February 2006 - August 2008
Skills
Electronic Data..., Schedule Writing, Reports Analysis, Reliability, Organization, Adaptation, Quick & Eager Learner, Train Others, Security, Security Devices, Integrated Security..., Installation Security, Physical Security, Private Security, Asset Protection, Counter Surveillance, Investigation, Mobile Patrol, Weapons Training, Supervising Others, Management, Coordinating Activities, Weapons Handling, Police Officers, Law Enforcement..., Military Vehicles, Combat Lifesaver, Inventory, Pay Close Attention to..., Accountability, Military Skills, Supervisory Management, Weapons, Military, Strategic Planning, Customer Service, Security Clearance, DoD, Military Operations, Force Protection, Military Experience, Leadership, Navy, Military Training
Education
Brenau University 2012 — 2014
Business Administration and Management, General
Mayland Community College 2008 — 2009
Electronics Engineering
Tara Bevin O'Connor Tara Bevin O'Connor's Merrill Lynch Experience May 2007 - August 2007
Job Director, Strategy & Analytics at Digitas Health LifeBrands
Industry Marketing and Advertising
Experience
Digitas Health LifeBrands May 2015 - Present
Elsevier July 2013 - May 2015
Elsevier May 2012 - June 2013
Digitas Health May 2011 - May 2012
Digitas Health October 2010 - May 2011
Digitas Health January 2010 - September 2010
Burlington Coat Factory January 2009 - December 2009
Cone January 2008 - May 2008
Merrill Lynch May 2007 - August 2007
University of Pennsylvania July 2001 - August 2006
Skills
Web Analytics, Business Strategy, Process Optimization, SEO, Database Marketing, Google Analytics, Analytics, Digital Marketing, Strategy, Marketing Strategy, Market Research, CRM, Email Marketing, Marketing
Education
Brandeis International Business School 2006 — 2008
MBA, International Business & Marketing
ESSEC Business School 2007 — 2007
Marketing
University of Pennsylvania - The Wharton School 2001 — 2003
Certificate Program, Business; Marketing & Management
Wheaton College (MA) 1997 — 2001
BA, International Relations & French Studies
Université Paris-Sorbonne 1999 — 2000
International Relations
Central High School 1994 — 1997
BA
Digitas Health LifeBrands May 2015 - Present
Elsevier July 2013 - May 2015
Elsevier May 2012 - June 2013
Digitas Health May 2011 - May 2012
Digitas Health October 2010 - May 2011
Digitas Health January 2010 - September 2010
Burlington Coat Factory January 2009 - December 2009
Cone January 2008 - May 2008
Merrill Lynch May 2007 - August 2007
University of Pennsylvania July 2001 - August 2006
Skills
Web Analytics, Business Strategy, Process Optimization, SEO, Database Marketing, Google Analytics, Analytics, Digital Marketing, Strategy, Marketing Strategy, Market Research, CRM, Email Marketing, Marketing
Education
Brandeis International Business School 2006 — 2008
MBA, International Business & Marketing
ESSEC Business School 2007 — 2007
Marketing
University of Pennsylvania - The Wharton School 2001 — 2003
Certificate Program, Business; Marketing & Management
Wheaton College (MA) 1997 — 2001
BA, International Relations & French Studies
Université Paris-Sorbonne 1999 — 2000
International Relations
Central High School 1994 — 1997
BA
Adam Rich, CFA's Merrill Lynch Experience July 2009 - August 2009
Job Energy Research Associate at Hotchkis and Wiley Capital Management
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management May 2013 - Present
Goldman Sachs May 2010 - May 2013
Merrill Lynch July 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Financial Analysis, Asset Allocation, Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Economics, Series 7, Private Equity, Alternative Investments, Investment Banking, Equity Research, Hedge Funds, Asset Management, Risk Management, Bloomberg, Accounting, Financial Modeling, Equities, Finance, Valuation, Investments, Data Analysis, Portfolio Management
Education
Brigham Young University 2007 — 2010
Bachelor of Science Business Management with emphasis on Finance
Hotchkis and Wiley Capital Management May 2013 - Present
Goldman Sachs May 2010 - May 2013
Merrill Lynch July 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Financial Analysis, Asset Allocation, Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Economics, Series 7, Private Equity, Alternative Investments, Investment Banking, Equity Research, Hedge Funds, Asset Management, Risk Management, Bloomberg, Accounting, Financial Modeling, Equities, Finance, Valuation, Investments, Data Analysis, Portfolio Management
Education
Brigham Young University 2007 — 2010
Bachelor of Science Business Management with emphasis on Finance
Brett D'Orlando Brett D'Orlando's Merrill Lynch Experience May 2004 - May 2011
Job at HighTower Advisors
Industry Investment Management
Experience
HighTower Advisors May 2011 - Present
Merrill Lynch May 2004 - May 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Alternative Investments, Estate Planning, Financial Advisory, Asset Allocation, Risk Management, Investment Advisory, Wealth Management..., Mutual Funds, Investment Strategies, Securities, Investment Management, Credit, Risk Analysis, Retirement Benefits, Retirement Savings, Finance, Wealth Management, Series 7, Insurance, Financial Planning, Insurance Planning, Legacy Planning
Education
Brigham Young University 2000 — 2004
Bachelor of Science, Business Management Information Systems
HighTower Advisors May 2011 - Present
Merrill Lynch May 2004 - May 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Alternative Investments, Estate Planning, Financial Advisory, Asset Allocation, Risk Management, Investment Advisory, Wealth Management..., Mutual Funds, Investment Strategies, Securities, Investment Management, Credit, Risk Analysis, Retirement Benefits, Retirement Savings, Finance, Wealth Management, Series 7, Insurance, Financial Planning, Insurance Planning, Legacy Planning
Education
Brigham Young University 2000 — 2004
Bachelor of Science, Business Management Information Systems
Kevin Khona Kevin Khona's Merrill Lynch Experience February 2007 - May 2007
Job Principal at Accretive Capital Partners
Industry Investment Management
Experience
Accretive Capital Partners February 2010 - Present
iQor January 2010 - August 2010
Millennium August 2009 - January 2010
Seare Marriot & Co. June 2009 - August 2009
NightWatch Capital April 2008 - May 2009
Granada Advisors September 2007 - April 2009
JPMorgan Chase September 2008 - December 2008
Lehman Brothers January 2008 - March 2008
York Capital May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Financial Modeling, Project Management, Restructuring, Valuation, Investments, Business Strategy, Hedge Funds, Private Equity, Strategic Planning
Education
Brigham Young University 2003 — 2009
Bachelor of Science, Business Management: Finance Emphasis
Cumberland Valley
Accretive Capital Partners February 2010 - Present
iQor January 2010 - August 2010
Millennium August 2009 - January 2010
Seare Marriot & Co. June 2009 - August 2009
NightWatch Capital April 2008 - May 2009
Granada Advisors September 2007 - April 2009
JPMorgan Chase September 2008 - December 2008
Lehman Brothers January 2008 - March 2008
York Capital May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Financial Modeling, Project Management, Restructuring, Valuation, Investments, Business Strategy, Hedge Funds, Private Equity, Strategic Planning
Education
Brigham Young University 2003 — 2009
Bachelor of Science, Business Management: Finance Emphasis
Cumberland Valley
Joshua Peters, AIF Joshua Peters, AIF's Merrill Lynch Experience March 2007 - December 2008
Job Portfolio Manager at Cloud Capital
Industry Financial Services
Experience
Cloud Capital December 2012 - Present
Cloud Capital November 2010 - December 2012
Peters Family Financial March 2009 - November 2010
Merrill Lynch March 2007 - December 2008
OfficeMax April 2005 - April 2007
Skills
Financial Analysis, Career Development, Financial Advisory, Management, Financial Modeling, Retirement Planning, Finance, Investments, Leadership Development, 401k, Portfolio Management, Insurance, Leadership, Investment Management, Alternative Investments, Analysis, Fixed Income, Mutual Funds, Equities, Sales, Strategy, Business Planning, Asset Allocation, Series 7, Retirement, Securities
Education
Brigham Young University 1999 — 2003
Bachelors
Cloud Capital December 2012 - Present
Cloud Capital November 2010 - December 2012
Peters Family Financial March 2009 - November 2010
Merrill Lynch March 2007 - December 2008
OfficeMax April 2005 - April 2007
Skills
Financial Analysis, Career Development, Financial Advisory, Management, Financial Modeling, Retirement Planning, Finance, Investments, Leadership Development, 401k, Portfolio Management, Insurance, Leadership, Investment Management, Alternative Investments, Analysis, Fixed Income, Mutual Funds, Equities, Sales, Strategy, Business Planning, Asset Allocation, Series 7, Retirement, Securities
Education
Brigham Young University 1999 — 2003
Bachelors
Marilyn Rau Marilyn Rau's Merrill Lynch Experience
Job Many years of directing theatre locally and also in Florida and New York.
Industry Performing Arts
Experience
Merrill Lynch
Skills
Directing plays at..., Sold real estate for..., Merrill Lynch,..., Taught GED and ESL NYC,..., Producer Scranton..., Sold real estate at..., Taught singing and..., Actor for Bob Carter's..., Investments, Acting, Creative Direction, Musical Theatre, Music, Directing
Education
Columbia University Teachers College 1960 — 1964
Marsters of Arts
Brandeis University 1956 — 1956
went for 2 years .....finished Bachelors elsewhere
Merrill Lynch
Skills
Directing plays at..., Sold real estate for..., Merrill Lynch,..., Taught GED and ESL NYC,..., Producer Scranton..., Sold real estate at..., Taught singing and..., Actor for Bob Carter's..., Investments, Acting, Creative Direction, Musical Theatre, Music, Directing
Education
Columbia University Teachers College 1960 — 1964
Marsters of Arts
Brandeis University 1956 — 1956
went for 2 years .....finished Bachelors elsewhere
John Weldon John Weldon's Merrill Lynch Experience May 2010 - August 2010
Job Investment Management Associate at Schulte Roth & Zabel LLP
Industry Law Practice
Experience
Schulte Roth & Zabel LLP August 2015 - Present
Sills Cummis & Gross P.C. November 2014 - August 2015
Syracuse University August 2013 - December 2013
Man May 2013 - August 2013
Man May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Education
Syracuse University College of Law 2011 — 2014
J.D.
Brandeis University, Lemberg - International Business School 2009 — 2011
M.A., International Finance and Economics
Brandeis University 2006 — 2010
B.A, Economics
Schulte Roth & Zabel LLP August 2015 - Present
Sills Cummis & Gross P.C. November 2014 - August 2015
Syracuse University August 2013 - December 2013
Man May 2013 - August 2013
Man May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Education
Syracuse University College of Law 2011 — 2014
J.D.
Brandeis University, Lemberg - International Business School 2009 — 2011
M.A., International Finance and Economics
Brandeis University 2006 — 2010
B.A, Economics
Todd Mortensen Todd Mortensen's Merrill Lynch Experience April 2007 - December 2008
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP September 2012 - Present
Wharton Business School August 2008 - May 2012
Blackstone June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Merrill Lynch April 2007 - December 2008
New England Patriots January 2006 - August 2006
Musician September 1993 - September 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Fixed Income, Asset Allocation, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Venture Capital, Capital Markets, Investments, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
JD/MBA
University of San Diego 2004 — 2005
Brigham Young University 2001 — 2004
BA
Tempe High School 1993 — 1997
Sullivan & Cromwell LLP September 2012 - Present
Wharton Business School August 2008 - May 2012
Blackstone June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Merrill Lynch April 2007 - December 2008
New England Patriots January 2006 - August 2006
Musician September 1993 - September 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Fixed Income, Asset Allocation, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Venture Capital, Capital Markets, Investments, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
JD/MBA
University of San Diego 2004 — 2005
Brigham Young University 2001 — 2004
BA
Tempe High School 1993 — 1997
LINDSEY MARKUS LINDSEY MARKUS's Merrill Lynch Experience January 1999 - April 2000
Job Estate Planning / Asset Protection Attorney Shareholder Principal at Chuhak & Tecson, P.C.
Industry Law Practice
Experience
Chuhak & Tecson, P.C. September 2006 - Present
Designs for Strong Minds May 2001 - August 2004
ewireless, Inc. May 1999 - May 2000
Merrill Lynch January 1999 - April 2000
Education
Loyola University Chicago School of Law 2004 — 2006
J.D., Certificate in Taxation
Brandeis University 1996 — 1998
M.A., International Economics & Finance
SDA Bocconi 1997 — 1997
Travel Abroad, International Economics & Finance
Brandeis University 1994 — 1997
B.A., Economics, Minors in Business and Spanish
Edgewood Middle School
Grammar School - Ravinia
Highland Park Highschool
Chuhak & Tecson, P.C. September 2006 - Present
Designs for Strong Minds May 2001 - August 2004
ewireless, Inc. May 1999 - May 2000
Merrill Lynch January 1999 - April 2000
Education
Loyola University Chicago School of Law 2004 — 2006
J.D., Certificate in Taxation
Brandeis University 1996 — 1998
M.A., International Economics & Finance
SDA Bocconi 1997 — 1997
Travel Abroad, International Economics & Finance
Brandeis University 1994 — 1997
B.A., Economics, Minors in Business and Spanish
Edgewood Middle School
Grammar School - Ravinia
Highland Park Highschool
Joey Baum's Merrill Lynch Experience May 2011 - August 2011
Job Equities Client Strategy at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Barclays June 2013 - August 2013
Brandeis University January 2013 - May 2013
The Iconic October 2012 - November 2012
Warner Bros. Pictures June 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Richards Capital Management June 2010 - August 2010
FATTOC, LLC June 2009 - August 2009
Skills
Equities, Entrepreneurship, Hedge Funds, Equity Research, Editing, Financial Markets, Alternative Investments, Options, Sales, Asset Management, Teaching, Valuation, Nonprofits, Private Equity, Financial Analysis, Investments, Due Diligence, Securities, Community Outreach, Asset Allocation, Fundraising, Capital Markets, Microsoft Excel, Microsoft Office
Education
Brandeis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business
YULA High School 2005 — 2009
Barclays Investment Bank July 2014 - Present
Barclays June 2013 - August 2013
Brandeis University January 2013 - May 2013
The Iconic October 2012 - November 2012
Warner Bros. Pictures June 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Richards Capital Management June 2010 - August 2010
FATTOC, LLC June 2009 - August 2009
Skills
Equities, Entrepreneurship, Hedge Funds, Equity Research, Editing, Financial Markets, Alternative Investments, Options, Sales, Asset Management, Teaching, Valuation, Nonprofits, Private Equity, Financial Analysis, Investments, Due Diligence, Securities, Community Outreach, Asset Allocation, Fundraising, Capital Markets, Microsoft Excel, Microsoft Office
Education
Brandeis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business
YULA High School 2005 — 2009
Taylor Stratton Taylor Stratton's Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Brigham Young University May 2013 - April 2014
Global Financial Advisors, Inc. January 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
DFP Advisors April 2012 - August 2012
CFOwise June 2011 - May 2012
Cloud Capital May 2011 - June 2011
University Impact Fund January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase) September 2010 - June 2011
Torreon, Mexico July 2008 - July 2010
Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Finance
Merrill Lynch July 2014 - Present
Brigham Young University May 2013 - April 2014
Global Financial Advisors, Inc. January 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
DFP Advisors April 2012 - August 2012
CFOwise June 2011 - May 2012
Cloud Capital May 2011 - June 2011
University Impact Fund January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase) September 2010 - June 2011
Torreon, Mexico July 2008 - July 2010
Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Finance
Scot Nattrass Scot Nattrass's Merrill Lynch Experience November 1996 - May 1998
Job Principal at Focal Dynamic, LLC
Industry Airlines/Aviation
Experience
Focal Dynamic, LLC July 2010 - Present
Sun's Landing, LLC July 2005 - August 2010
Sun's Landing Solar, LLC June 2007 - October 2009
Sun's Landing Building, LLC July 2005 - October 2009
OTN November 2001 - July 2005
Oasys Networks March 2000 - December 2000
Prudential Securities December 1999 - March 2000
Volpe Brown Whelan & Co June 1998 - December 1999
Merrill Lynch November 1996 - May 1998
Goldman Sachs January 1993 - November 1996
Skills
Contract Negotiation, Strategic Planning, Vendor Management, Team Leadership, Organizational Behavior, Executive Management, Cross-functional Team..., Strategy Development, Business Planning, International Business, Entrepreneurship, New Business Development, Business Strategy, Mergers, Contract Negotiations, Business Management, Renewable Energy, Operations Management, Team Building, Strategic Partnerships, IT Strategy, Negotiation, Sustainability, Operational Excellence, Energy, Strategic Thinking, P&L responsibility, P&L Management, Acquisition Integration, Change Leadership, Strategy, Start-ups, Project Management, Program Management, Mergers & Acquisitions, Quality Assurance, Management, Business Analysis, Business Process..., Process Improvement, Integration, Business Development, Enterprise Software, Organizational..., Leadership, Consulting, Training, Business Process, Coaching, Disaster Recovery
Education
Thunderbird School of Global Management 1991 — 1992
MBA
Brigham Young University 1980 — 1987
BA
Edina West 1978 — 1980
Diploma
Focal Dynamic, LLC July 2010 - Present
Sun's Landing, LLC July 2005 - August 2010
Sun's Landing Solar, LLC June 2007 - October 2009
Sun's Landing Building, LLC July 2005 - October 2009
OTN November 2001 - July 2005
Oasys Networks March 2000 - December 2000
Prudential Securities December 1999 - March 2000
Volpe Brown Whelan & Co June 1998 - December 1999
Merrill Lynch November 1996 - May 1998
Goldman Sachs January 1993 - November 1996
Skills
Contract Negotiation, Strategic Planning, Vendor Management, Team Leadership, Organizational Behavior, Executive Management, Cross-functional Team..., Strategy Development, Business Planning, International Business, Entrepreneurship, New Business Development, Business Strategy, Mergers, Contract Negotiations, Business Management, Renewable Energy, Operations Management, Team Building, Strategic Partnerships, IT Strategy, Negotiation, Sustainability, Operational Excellence, Energy, Strategic Thinking, P&L responsibility, P&L Management, Acquisition Integration, Change Leadership, Strategy, Start-ups, Project Management, Program Management, Mergers & Acquisitions, Quality Assurance, Management, Business Analysis, Business Process..., Process Improvement, Integration, Business Development, Enterprise Software, Organizational..., Leadership, Consulting, Training, Business Process, Coaching, Disaster Recovery
Education
Thunderbird School of Global Management 1991 — 1992
MBA
Brigham Young University 1980 — 1987
BA
Edina West 1978 — 1980
Diploma
Jonah E. Kaplan's Merrill Lynch Experience July 1997 - August 2004
Job Consumer Reporting Program Management, Office of Consumer Response at Consumer Financial Protection Bureau
Industry Financial Services
Experience
Consumer Financial Protection Bureau (CFPB) July 2012 - Present
Management Consultant 2009 - June 2012
HSBC Private Bank Americas, a division of HSBC Bank USA, N.A. August 2004 - 2009
Merrill Lynch July 1997 - August 2004
Consultant 1994 - June 1997
Carnegie Endowment for International Peace 1992 - 1993
Skills
Strategy, Portfolio Management, Risk Management, Banking, Financial Services, Project Planning, Business Strategy, Business Development, Private Equity, Business Planning, Market Research, Product Management, Credit Risk, Cross-functional Team..., New Business Development, Public Policy, Wealth Management..., Product Development, Business Relationship..., Joint Ventures, Client Engagement, External Marketing, Sales Management, Group Presentations, Marketing Strategy, Financial Institutions, Consumer Behaviour, Mortgage Banking, Home Equity Loans, Financial Reporting, Brokerage, Private Wealth..., Mortgage Servicing, Policy Planning, Policy Analysis, Strategic Advice, Profit & Loss..., Partnership Management, New Product Ideation, Launch Of New Products, Contract Negotiations, Regional Planning, Internal Communications, People Management, Corporate Governance, Employee Management, Committee Management, FCRA, Credit Reporting, Federal Government
Education
Columbia University - School of International and Public Affairs
Masters
Brandeis University
BA, Double Major: History and Near Eastern Studies, magna cum laude with honors
Consumer Financial Protection Bureau (CFPB) July 2012 - Present
Management Consultant 2009 - June 2012
HSBC Private Bank Americas, a division of HSBC Bank USA, N.A. August 2004 - 2009
Merrill Lynch July 1997 - August 2004
Consultant 1994 - June 1997
Carnegie Endowment for International Peace 1992 - 1993
Skills
Strategy, Portfolio Management, Risk Management, Banking, Financial Services, Project Planning, Business Strategy, Business Development, Private Equity, Business Planning, Market Research, Product Management, Credit Risk, Cross-functional Team..., New Business Development, Public Policy, Wealth Management..., Product Development, Business Relationship..., Joint Ventures, Client Engagement, External Marketing, Sales Management, Group Presentations, Marketing Strategy, Financial Institutions, Consumer Behaviour, Mortgage Banking, Home Equity Loans, Financial Reporting, Brokerage, Private Wealth..., Mortgage Servicing, Policy Planning, Policy Analysis, Strategic Advice, Profit & Loss..., Partnership Management, New Product Ideation, Launch Of New Products, Contract Negotiations, Regional Planning, Internal Communications, People Management, Corporate Governance, Employee Management, Committee Management, FCRA, Credit Reporting, Federal Government
Education
Columbia University - School of International and Public Affairs
Masters
Brandeis University
BA, Double Major: History and Near Eastern Studies, magna cum laude with honors
Brock Blake's Merrill Lynch Experience June 2004 - August 2004
Job Founder & CEO @ Lendio.com, Contributor at Forbes.com
Industry Financial Services
Experience
Lendio January 2011 - Present
Forbes.com December 2012 - Present
Portfolio Dashboards January 2010 - December 2013
FundingUniverse September 2005 - December 2010
Junto Partners April 2005 - April 2007
BYU Marriott School of Management April 2005 - December 2005
KnowMarketing LLC August 2004 - May 2005
BYU Cougars -- Semi-Pro Soccer Team September 1999 - April 2005
Merrill Lynch June 2004 - August 2004
Skills
Management, Recruiting, Start-ups, Angel Investing, Small Business, Business Development, Strategy, Entrepreneurship, Venture Capital, Business Strategy, Financial Modeling, Strategic Planning, Marketing Strategy, Investments, Private Equity, Due Diligence, Online Advertising, Account Management, Marketing, Leadership, Lead Generation, Strategic Partnerships, Sales, New Business Development, Finance, Social Media, Enterprise Software, Online Marketing, Mergers & Acquisitions, Social Media Marketing, Banking, Funding, SEM, Fundraising, SEO, Executive Management, Salesforce.com, Analysis, Analytics, SaaS, Corporate Development, Business Planning, Product Management
Education
Brigham Young University Marriott School of Management 2001 — 2005
Entrepreneurial Finance, Spanish Minor
Lendio January 2011 - Present
Forbes.com December 2012 - Present
Portfolio Dashboards January 2010 - December 2013
FundingUniverse September 2005 - December 2010
Junto Partners April 2005 - April 2007
BYU Marriott School of Management April 2005 - December 2005
KnowMarketing LLC August 2004 - May 2005
BYU Cougars -- Semi-Pro Soccer Team September 1999 - April 2005
Merrill Lynch June 2004 - August 2004
Skills
Management, Recruiting, Start-ups, Angel Investing, Small Business, Business Development, Strategy, Entrepreneurship, Venture Capital, Business Strategy, Financial Modeling, Strategic Planning, Marketing Strategy, Investments, Private Equity, Due Diligence, Online Advertising, Account Management, Marketing, Leadership, Lead Generation, Strategic Partnerships, Sales, New Business Development, Finance, Social Media, Enterprise Software, Online Marketing, Mergers & Acquisitions, Social Media Marketing, Banking, Funding, SEM, Fundraising, SEO, Executive Management, Salesforce.com, Analysis, Analytics, SaaS, Corporate Development, Business Planning, Product Management
Education
Brigham Young University Marriott School of Management 2001 — 2005
Entrepreneurial Finance, Spanish Minor
Jonathan Shelton's Merrill Lynch Experience April 2007 - June 2007
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte February 2015 - Present
PwC July 2011 - November 2014
Deloitte & Touche June 2007 - July 2011
Merrill Lynch April 2007 - June 2007
Skills
Auditing, IT Audit, Internal Controls, Financial Services, Enterprise Risk..., CISA, Strategy, SAS70, Sarbanes-Oxley Act, Analysis, Risk Assessment, Governance, Management, Business Strategy, SAP, Business Process..., Internal Audit, Risk Management, Finance, Financial Accounting, Investments, ERP, US GAAP, Training, CPA, Corporate Finance, Sarbanes-Oxley, Financial Modeling, Accounting, Financial Analysis, External Audit, Financial Reporting, Management Consulting
Education
Brigham Young University
BS, Finance
Saddleback College 2002 — 2004
AA, Business Administration
Deloitte February 2015 - Present
PwC July 2011 - November 2014
Deloitte & Touche June 2007 - July 2011
Merrill Lynch April 2007 - June 2007
Skills
Auditing, IT Audit, Internal Controls, Financial Services, Enterprise Risk..., CISA, Strategy, SAS70, Sarbanes-Oxley Act, Analysis, Risk Assessment, Governance, Management, Business Strategy, SAP, Business Process..., Internal Audit, Risk Management, Finance, Financial Accounting, Investments, ERP, US GAAP, Training, CPA, Corporate Finance, Sarbanes-Oxley, Financial Modeling, Accounting, Financial Analysis, External Audit, Financial Reporting, Management Consulting
Education
Brigham Young University
BS, Finance
Saddleback College 2002 — 2004
AA, Business Administration
Nate Beck's Merrill Lynch Experience September 2000 - December 2000
Job
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Mason Chenn's Merrill Lynch Experience March 2006 - December 2008
Job
Industry Venture Capital & Private Equity
Experience
Lumen Point Group July 2013 - Present
Venafi May 2012 - July 2013
BYU Cougar Capital August 2011 - April 2012
Pelion Venture Partners May 2011 - August 2011
ZINCH December 2008 - April 2010
Merrill Lynch March 2006 - December 2008
Various Companies August 2003 - April 2005
Robertson Stephens Investment Bankers July 2001 - August 2001
Skills
Entrepreneurship, Strategy, Competitive Analysis, Market Research, Financial Analysis, Venture Capital, Management, Business Development, Financial Modeling, Mandarin, Due Diligence, Strategic Planning, Chinese, Business Strategy, Leadership, Analysis, CRM, Microsoft Excel, Negotiation, Finance, Investments, Marketing Strategy, Portfolio Management, Deal Sourcing, Start-ups, Valuation, Mergers & Acquisitions, Private Equity, Strategic Partnerships, EB-5, Investor immigration, Foreign Direct..., Asia Business..., Asian Business, Asian Markets, Global Sourcing, Supplier Sourcing, Supply Chain Management, Product Management, Consulting, Sales, Marketing, Corporate Finance, Microsoft Office
Education
Brigham Young University 2010 — 2012
MBA
Brigham Young University 1998 — 2005
Bachelor of Science (BS)
Hong Kong International School
High School
Lumen Point Group July 2013 - Present
Venafi May 2012 - July 2013
BYU Cougar Capital August 2011 - April 2012
Pelion Venture Partners May 2011 - August 2011
ZINCH December 2008 - April 2010
Merrill Lynch March 2006 - December 2008
Various Companies August 2003 - April 2005
Robertson Stephens Investment Bankers July 2001 - August 2001
Skills
Entrepreneurship, Strategy, Competitive Analysis, Market Research, Financial Analysis, Venture Capital, Management, Business Development, Financial Modeling, Mandarin, Due Diligence, Strategic Planning, Chinese, Business Strategy, Leadership, Analysis, CRM, Microsoft Excel, Negotiation, Finance, Investments, Marketing Strategy, Portfolio Management, Deal Sourcing, Start-ups, Valuation, Mergers & Acquisitions, Private Equity, Strategic Partnerships, EB-5, Investor immigration, Foreign Direct..., Asia Business..., Asian Business, Asian Markets, Global Sourcing, Supplier Sourcing, Supply Chain Management, Product Management, Consulting, Sales, Marketing, Corporate Finance, Microsoft Office
Education
Brigham Young University 2010 — 2012
MBA
Brigham Young University 1998 — 2005
Bachelor of Science (BS)
Hong Kong International School
High School
Andrew A Menechella's Merrill Lynch Experience 1997 - 2002
Job IT Engineering Manager at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management July 2010 - Present
Moore Capital Management July 2010 - August 2012
Credit Suisse August 2009 - August 2010
Brevan Howard June 2008 - August 2009
Caxton Associates March 2002 - June 2008
Merrill Lynch 1997 - 2002
Skills
Windows Server, Trading Systems, Disaster Recovery, Market Data, Hedge Funds, Sybase, Fixed Income, Electronic Trading, Data Center, Asset Management, Equities, Derivatives, VMware, Bloomberg, IT Strategy, Unix, Solaris, Virtualization, Risk Management, Vendor Management
Education
Briarcliffe College
Moore Capital Management July 2010 - Present
Moore Capital Management July 2010 - August 2012
Credit Suisse August 2009 - August 2010
Brevan Howard June 2008 - August 2009
Caxton Associates March 2002 - June 2008
Merrill Lynch 1997 - 2002
Skills
Windows Server, Trading Systems, Disaster Recovery, Market Data, Hedge Funds, Sybase, Fixed Income, Electronic Trading, Data Center, Asset Management, Equities, Derivatives, VMware, Bloomberg, IT Strategy, Unix, Solaris, Virtualization, Risk Management, Vendor Management
Education
Briarcliffe College
Jonathan Brickman's Merrill Lynch Experience 2004 - 2006
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Institutions, Financial Modeling, Corporate Finance, Corporate Advisory, Capital Markets, Banking, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA, Economics
RBC Capital Markets 2009 - Present
Merrill Lynch 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Institutions, Financial Modeling, Corporate Finance, Corporate Advisory, Capital Markets, Banking, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA, Economics
Brady Fife's Merrill Lynch Experience 2004 - 2009
Job VP at American Express
Industry Banking
Experience
American Express February 2014 - Present
Goldman Sachs 2011 - 2014
Bank of America 2009 - 2011
Merrill Lynch 2004 - 2009
Merrll Lynch Asia Pacific 2001 - 2004
Education
Brigham Young University 2006 — 2008
MBA, Finance emphasis
Brigham Young University 1996 — 2001
BA, Int'l Studies, Econ and Chinese emphasis
American Express February 2014 - Present
Goldman Sachs 2011 - 2014
Bank of America 2009 - 2011
Merrill Lynch 2004 - 2009
Merrll Lynch Asia Pacific 2001 - 2004
Education
Brigham Young University 2006 — 2008
MBA, Finance emphasis
Brigham Young University 1996 — 2001
BA, Int'l Studies, Econ and Chinese emphasis
Michael Bausk's Merrill Lynch Experience September 2009 - Present
Job AVP Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Douglas Elliman Property Management February 2004 - September 2009
stonecrest management 2002 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Retirement Planning, Insurance, Mortgage Lending, Investment Advisory, Financial Advisory, Finance, Long-term Care, Bonds, Asset Allocation, Asset Management, Asset Managment, Investments, Real Estate, Securities, Small Business, Management
Education
Yeshiva University 1997 — 2000
BA, Political Science
Brandeis University 1996 — 1998
Merrill Lynch September 2009 - Present
Douglas Elliman Property Management February 2004 - September 2009
stonecrest management 2002 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Retirement Planning, Insurance, Mortgage Lending, Investment Advisory, Financial Advisory, Finance, Long-term Care, Bonds, Asset Allocation, Asset Management, Asset Managment, Investments, Real Estate, Securities, Small Business, Management
Education
Yeshiva University 1997 — 2000
BA, Political Science
Brandeis University 1996 — 1998
Chris Wright's Merrill Lynch Experience October 1997 - May 1999
Job Territory Manager/Key Accounts for School Specialty
Industry Marketing and Advertising
Experience
School Specialty April 2006 - November 2010
Long Beach Unified School District, Long Beach, CA 2003 - 2006
Los Angeles Unified School District June 2002 - June 2003
Fulton County Schools June 1999 - May 2002
Merrill Lynch October 1997 - May 1999
Bellsouth Communications December 1993 - June 1997
Skills
Sales Presentations, Account Management, Sales Force Development, Sales Management, Cold Calling, Selling, Sales Operations, Sales Process, Sales, Salesforce.com, New Business Development, B2B, Direct Sales, Marketing Strategy, Key Account Management, Solution Selling, Marketing, Selling Skills, Trade Shows, Market Penetration
Education
Brenau University 1997 — 1999
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
The University of Georgia 1986 — 1991
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
School Specialty April 2006 - November 2010
Long Beach Unified School District, Long Beach, CA 2003 - 2006
Los Angeles Unified School District June 2002 - June 2003
Fulton County Schools June 1999 - May 2002
Merrill Lynch October 1997 - May 1999
Bellsouth Communications December 1993 - June 1997
Skills
Sales Presentations, Account Management, Sales Force Development, Sales Management, Cold Calling, Selling, Sales Operations, Sales Process, Sales, Salesforce.com, New Business Development, B2B, Direct Sales, Marketing Strategy, Key Account Management, Solution Selling, Marketing, Selling Skills, Trade Shows, Market Penetration
Education
Brenau University 1997 — 1999
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
The University of Georgia 1986 — 1991
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Alex Belyansky's Merrill Lynch Experience October 2004 - August 2007
Job Senior Software Engineer at Rubicon Project
Industry Information Technology and Services
Experience
Rubicon Project January 2014 - Present
CBS Interactive March 2009 - Present
IpTivia July 2008 - November 2008
IpTivia October 2007 - July 2008
Merrill Lynch October 2004 - August 2007
Chapdelaine July 2003 - October 2004
Zeosoft July 2000 - July 2003
Small World June 1998 - July 2000
Skills
Perl, Agile Methodologies, Linux, Python, Java, Software Development, SOA, JSON, XML, JUnit, SQL
Education
Brandeis University 1994 — 1998
Bachelors, Computer Science
Rubicon Project January 2014 - Present
CBS Interactive March 2009 - Present
IpTivia July 2008 - November 2008
IpTivia October 2007 - July 2008
Merrill Lynch October 2004 - August 2007
Chapdelaine July 2003 - October 2004
Zeosoft July 2000 - July 2003
Small World June 1998 - July 2000
Skills
Perl, Agile Methodologies, Linux, Python, Java, Software Development, SOA, JSON, XML, JUnit, SQL
Education
Brandeis University 1994 — 1998
Bachelors, Computer Science
Weinglass, Aaron's Merrill Lynch Experience August 2011 - April 2014
Job Finance Associate Moelis & Company
Industry Accounting
Experience
Moelis & Company April 2014 - Present
Merrill Lynch August 2011 - April 2014
Thacher Associates December 2009 - August 2011
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting, US GAAP, Due Diligence, GAAP, General Ledger, External Audit, Revenue Recognition, Microsoft Excel, Budgets, Private Equity, Asset Management, Fraud, Investments, Microsoft Word, Outlook, Microsoft Office, Forensic Accounting, PowerPoint, Account Reconciliation, Financial Statements, Tax, Accounts Payable, IFRS, Accounts Receivable, Cash Flow, Variance Analysis, Sarbanes-Oxley, Assurance, Risk Management, Financial Audits, Internal Audit, Risk Assessment, Corporate Tax, Corporate Finance, Payroll, Mergers & Acquisitions, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2007
MBA, Accounting
Brandeis University 1999 — 2003
Moelis & Company April 2014 - Present
Merrill Lynch August 2011 - April 2014
Thacher Associates December 2009 - August 2011
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting, US GAAP, Due Diligence, GAAP, General Ledger, External Audit, Revenue Recognition, Microsoft Excel, Budgets, Private Equity, Asset Management, Fraud, Investments, Microsoft Word, Outlook, Microsoft Office, Forensic Accounting, PowerPoint, Account Reconciliation, Financial Statements, Tax, Accounts Payable, IFRS, Accounts Receivable, Cash Flow, Variance Analysis, Sarbanes-Oxley, Assurance, Risk Management, Financial Audits, Internal Audit, Risk Assessment, Corporate Tax, Corporate Finance, Payroll, Mergers & Acquisitions, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2007
MBA, Accounting
Brandeis University 1999 — 2003
Ceylan Ecer's Merrill Lynch Experience August 2008 - September 2008
Job Associate at Goldman Sachs
Industry Banking
Experience
The Collectors Fund September 2012 - Present
Goldman Sachs June 2009 - Present
Merrill Lynch August 2008 - September 2008
UBS Wealth Management May 2008 - July 2008
Inflection Capital January 2008 - 2008
Congressman Joe Wilson (SC-02) August 2007 - September 2007
Skills
Bloomberg, Economics, Fixed Income, Hedge Funds, Trading, Emerging Markets, Credit Risk, Valuation, Financial Modeling
Education
Brandeis University 2005 — 2009
BA, Economics, International Studies
Galatasaray High School 2000 — 2005
The Collectors Fund September 2012 - Present
Goldman Sachs June 2009 - Present
Merrill Lynch August 2008 - September 2008
UBS Wealth Management May 2008 - July 2008
Inflection Capital January 2008 - 2008
Congressman Joe Wilson (SC-02) August 2007 - September 2007
Skills
Bloomberg, Economics, Fixed Income, Hedge Funds, Trading, Emerging Markets, Credit Risk, Valuation, Financial Modeling
Education
Brandeis University 2005 — 2009
BA, Economics, International Studies
Galatasaray High School 2000 — 2005
Michael Kahn, CMT's Merrill Lynch Experience 1981 - 1986
Job Columnist Barron's Online
Industry Financial Services
Experience
ChartIQ February 2015 - Present
Profitable Trading 2013 - Present
Michael Kahn Research LLC October 2001 - Present
Barron's Online (Dow Jones) March 2001 - Present
Market Technicians Association, Inc. 1994 - Present
mutual fund company March 2008 - June 2011
SFO Magazine 2004 - 2011
Bridge News September 1996 - September 2001
Bridge Information Systems/ Knight Ridder Financial 1986 - 1997
Merrill Lynch 1981 - 1986
Skills
Financial Markets, Writing, Research, Stocks, Commodities, FX, Technical Analysis, Commodity, FX Options, Options, Bonds, Currency, Equities, Hedge Funds, Trading Systems, FX trading, Risk Management, Portfolio Management, Asset Management, Trading, Hedging, Investments, Alternative Investments, Bloomberg, Derivatives, ETFs, Equity Trading, Capital Markets, Electronic Trading, Foreign Exchange, Investment Strategies, Economics, Fixed Income, Asset Allocation, Securities, Bloomberg Terminal, Series 7, Investment Management, Equity Valuation, Emerging Markets, Investment Banking, Investment Advisory, Mutual Funds, Quantitative Analytics, Wealth Management, Stock Market, Financial Services, Investor Relations, Finance, Series 63
Education
Brandeis University
BA, Physics, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Syosset HS
honors, advanced placement
University of Michigan - Stephen M. Ross School of Business
finance, marketing
ChartIQ February 2015 - Present
Profitable Trading 2013 - Present
Michael Kahn Research LLC October 2001 - Present
Barron's Online (Dow Jones) March 2001 - Present
Market Technicians Association, Inc. 1994 - Present
mutual fund company March 2008 - June 2011
SFO Magazine 2004 - 2011
Bridge News September 1996 - September 2001
Bridge Information Systems/ Knight Ridder Financial 1986 - 1997
Merrill Lynch 1981 - 1986
Skills
Financial Markets, Writing, Research, Stocks, Commodities, FX, Technical Analysis, Commodity, FX Options, Options, Bonds, Currency, Equities, Hedge Funds, Trading Systems, FX trading, Risk Management, Portfolio Management, Asset Management, Trading, Hedging, Investments, Alternative Investments, Bloomberg, Derivatives, ETFs, Equity Trading, Capital Markets, Electronic Trading, Foreign Exchange, Investment Strategies, Economics, Fixed Income, Asset Allocation, Securities, Bloomberg Terminal, Series 7, Investment Management, Equity Valuation, Emerging Markets, Investment Banking, Investment Advisory, Mutual Funds, Quantitative Analytics, Wealth Management, Stock Market, Financial Services, Investor Relations, Finance, Series 63
Education
Brandeis University
BA, Physics, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Syosset HS
honors, advanced placement
University of Michigan - Stephen M. Ross School of Business
finance, marketing
Frank Marzella's Merrill Lynch Experience October 2009 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Skills
Investments, Strategic Planning
Education
Brandeis University 1989 — 1993
Merrill Lynch October 2009 - Present
Skills
Investments, Strategic Planning
Education
Brandeis University 1989 — 1993
Zachary Bennett's Merrill Lynch Experience 2008 - 2008
Job Vice President at Mercantil Commercebank
Industry Real Estate
Experience
Mercantil Commercebank August 2014 - Present
MetBank October 2011 - July 2014
ABR Partners, LLC July 2008 - September 2011
Merrill Lynch 2008 - 2008
Eastern Consolidated 2005 - 2008
CB Richard Ellis 2004 - 2005
Shearman & Sterling LLP August 2001 - April 2003
Skills
Real Estate, Equities, Mergers, Mergers & Acquisitions, Valuation, Underwriting, Real Estate Economics, Asset Management, Investment Properties, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Joint Ventures, New Business Development, Real Estate Development, Due Diligence, Investments, Negotiation, Acquisitions, Financial Modeling
Education
New York University 2003 — 2006
Master of Science (MS), Real Estate - Finance & Investment
Brandeis University 1997 — 2001
Bachelor of Arts (BA), Political Science & Economics
Mercantil Commercebank August 2014 - Present
MetBank October 2011 - July 2014
ABR Partners, LLC July 2008 - September 2011
Merrill Lynch 2008 - 2008
Eastern Consolidated 2005 - 2008
CB Richard Ellis 2004 - 2005
Shearman & Sterling LLP August 2001 - April 2003
Skills
Real Estate, Equities, Mergers, Mergers & Acquisitions, Valuation, Underwriting, Real Estate Economics, Asset Management, Investment Properties, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Joint Ventures, New Business Development, Real Estate Development, Due Diligence, Investments, Negotiation, Acquisitions, Financial Modeling
Education
New York University 2003 — 2006
Master of Science (MS), Real Estate - Finance & Investment
Brandeis University 1997 — 2001
Bachelor of Arts (BA), Political Science & Economics
Klair Conant's Merrill Lynch Experience April 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Carolyn Hamlet's Merrill Lynch Experience 1984 - 1986
Job at Hamlet Financial Corporation
Industry Financial Services
Experience
Hamlet Financial Corporation November 2010 - Present
Monalex Partners, LLC 2001 - Present
MP3.com 1999 - 2002
Columbia Savings and Loan Association 1988 - 1990
Merrill Lynch 1984 - 1986
Skills
Start-ups, Entrepreneur, Venture Capital, Small Business, Investments, Strategic Planning, Residential Mortgages, Residential Homes, Entrepreneurship, Finance, Real Estate, Mergers & Acquisitions, Business Strategy, Strategy, Executive Management, Due Diligence, Portfolio Management, Strategic Partnerships, Commercial Real Estate, Management Consulting, Business Planning, Asset Management, Private Equity, Business Development, Corporate Development, Corporate Finance, Financial Modeling, Valuation, New Business Development, Financial Analysis
Education
UCLA Anderson School of Management 1986 — 1988
M.B.A., Finance, Entrepreneurial Studies
Brandeis University 1980 — 1984
B.A., Computer Science
Hamlet Financial Corporation November 2010 - Present
Monalex Partners, LLC 2001 - Present
MP3.com 1999 - 2002
Columbia Savings and Loan Association 1988 - 1990
Merrill Lynch 1984 - 1986
Skills
Start-ups, Entrepreneur, Venture Capital, Small Business, Investments, Strategic Planning, Residential Mortgages, Residential Homes, Entrepreneurship, Finance, Real Estate, Mergers & Acquisitions, Business Strategy, Strategy, Executive Management, Due Diligence, Portfolio Management, Strategic Partnerships, Commercial Real Estate, Management Consulting, Business Planning, Asset Management, Private Equity, Business Development, Corporate Development, Corporate Finance, Financial Modeling, Valuation, New Business Development, Financial Analysis
Education
UCLA Anderson School of Management 1986 — 1988
M.B.A., Finance, Entrepreneurial Studies
Brandeis University 1980 — 1984
B.A., Computer Science
Hasanat (Hasan) Dewan's Merrill Lynch Experience March 2008 - March 2010
Job SVP Technology Development at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
Nathan Behan's Merrill Lynch Experience 1992 - 1996
Job Senior Vice President Investment Research at Envestnet | Prima
Industry Financial Services
Experience
Envestnet Prima April 2012 - Present
Prima Capital September 2002 - April 2012
EnvestnetPMC June 1999 - March 2003
Merrill Lynch 1992 - 1996
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Financial Modeling, Hedge Funds, Valuation, Asset Management, Alternative Investments, Equity Research, Investment Management
Education
Brandeis International Business School 1990 — 1992
Masters, International Economics and Finance
The University of Montana - School of Business Administration 1986 — 1990
B.Sc, Finance, German
Envestnet Prima April 2012 - Present
Prima Capital September 2002 - April 2012
EnvestnetPMC June 1999 - March 2003
Merrill Lynch 1992 - 1996
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Financial Modeling, Hedge Funds, Valuation, Asset Management, Alternative Investments, Equity Research, Investment Management
Education
Brandeis International Business School 1990 — 1992
Masters, International Economics and Finance
The University of Montana - School of Business Administration 1986 — 1990
B.Sc, Finance, German
Nana Im's Merrill Lynch Experience September 2005 - September 2006
Job Stay at Home Mother
Industry Financial Services
Experience
Metro Referral Associates, Inc. January 2012 - January 2014
Long & Foster Companies August 2010 - January 2012
Susquehanna International Group December 2007 - March 2010
Susquehanna International Group December 2006 - December 2007
Merrill Lynch September 2005 - September 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Real Estate Transactions, Equity Trading, Equities, Japanese
Education
Brandeis University 2001 — 2004
Bachelor of Arts (B.A.), Economics
Metro Referral Associates, Inc. January 2012 - January 2014
Long & Foster Companies August 2010 - January 2012
Susquehanna International Group December 2007 - March 2010
Susquehanna International Group December 2006 - December 2007
Merrill Lynch September 2005 - September 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Real Estate Transactions, Equity Trading, Equities, Japanese
Education
Brandeis University 2001 — 2004
Bachelor of Arts (B.A.), Economics
Timothy Nanfeldt's Merrill Lynch Experience October 1980 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch October 1980 - April 2008
Skills
Electronic Trading, Fixed Income, Series 7, Options, Trading
Education
Bradley University 1975 — 1979
Merrill Lynch October 1980 - April 2008
Skills
Electronic Trading, Fixed Income, Series 7, Options, Trading
Education
Bradley University 1975 — 1979
Tanner Ainge's Merrill Lynch Experience June 2007 - August 2007
Job
Industry Real Estate
Experience
CareTrust REIT August 2015 - Present
Ensign Services, Inc. (NASDAQ: ENSG) August 2013 - August 2015
Kirkland & Ellis LLP March 2012 - July 2013
Huntsman Gay Global Capital January 2008 - April 2010
Merrill Lynch June 2007 - August 2007
Skills
Mergers, Private Equity, Venture Capital, Due Diligence, Capital Markets, Valuation, Financial Analysis, Contract Negotiation, Commercial Litigation, Corporate Development, Securities Regulation, Start-ups, Mergers & Acquisitions, Corporate Finance, Corporate Law, Strategy, Acquisitions, Investments, Cross-border..., Joint Ventures, Corporate Governance, M&A experience, Securities, Private Placements
Education
Northwestern University School of Law
J.D.
Cornell University
FALCON, Chinese
Brigham Young University
B.A., International Studies
CareTrust REIT August 2015 - Present
Ensign Services, Inc. (NASDAQ: ENSG) August 2013 - August 2015
Kirkland & Ellis LLP March 2012 - July 2013
Huntsman Gay Global Capital January 2008 - April 2010
Merrill Lynch June 2007 - August 2007
Skills
Mergers, Private Equity, Venture Capital, Due Diligence, Capital Markets, Valuation, Financial Analysis, Contract Negotiation, Commercial Litigation, Corporate Development, Securities Regulation, Start-ups, Mergers & Acquisitions, Corporate Finance, Corporate Law, Strategy, Acquisitions, Investments, Cross-border..., Joint Ventures, Corporate Governance, M&A experience, Securities, Private Placements
Education
Northwestern University School of Law
J.D.
Cornell University
FALCON, Chinese
Brigham Young University
B.A., International Studies
Paul Lehrman's Merrill Lynch Experience December 2012 - Present
Job Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch February 2007 - May 2011
Morgan Stanley 2001 - 2006
Morgan Stanley 1987 - 1997
Education
Brandeis University 1983 — 1987
Bachelor of Science (B.S.), Economics
Merrill Lynch December 2012 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch February 2007 - May 2011
Morgan Stanley 2001 - 2006
Morgan Stanley 1987 - 1997
Education
Brandeis University 1983 — 1987
Bachelor of Science (B.S.), Economics
Ilya Shutman's Merrill Lynch Experience November 2007 - November 2009
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
RBC Capital Markets January 2010 - May 2011
Merrill Lynch November 2007 - November 2009
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2004
Skills
Derivatives, Equities, VBA, Valuation, Financial Risk, Banking, Monte Carlo Simulation, Fixed Income, Capital Markets, Hedge Funds, Market Risk, Microsoft Excel, Structured Products, Investment Banking, Equity Derivatives, FX Options, Bloomberg, Options, Trading Systems, Portfolio Management, Hedging, Alternative Investments
Education
New York University 1999 — 2002
M.S., Financial Engineering
Brandeis University 1995 — 1997
M.A., Mathematics
Yeshiva University 1991 — 1995
B.A., Mathematics
School #36 1989 — 1991
Citi May 2011 - Present
RBC Capital Markets January 2010 - May 2011
Merrill Lynch November 2007 - November 2009
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2004
Skills
Derivatives, Equities, VBA, Valuation, Financial Risk, Banking, Monte Carlo Simulation, Fixed Income, Capital Markets, Hedge Funds, Market Risk, Microsoft Excel, Structured Products, Investment Banking, Equity Derivatives, FX Options, Bloomberg, Options, Trading Systems, Portfolio Management, Hedging, Alternative Investments
Education
New York University 1999 — 2002
M.S., Financial Engineering
Brandeis University 1995 — 1997
M.A., Mathematics
Yeshiva University 1991 — 1995
B.A., Mathematics
School #36 1989 — 1991
Keith O'Keefe, MBA's Merrill Lynch Experience December 2004 - August 2005
Job Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management October 2009 - Present
MetLife November 2006 - November 2009
Guardian Investor Services August 2005 - November 2006
Merrill Lynch December 2004 - August 2005
Recall November 2003 - November 2004
US Army May 1997 - December 2003
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investments, Wealth Management, Securities, Asset Managment, ETFs, Series 24, Hedge Funds, Retirement, Separately Managed..., Investment Strategies, Financial Services, Investment Advisory, Portfolio Management, Equities, Uniform Combined State..., Asset Management, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance & Entrepreneurship
Bridgewater College 1993 — 1997
BA, History & Political Science
Natixis Global Asset Management October 2009 - Present
MetLife November 2006 - November 2009
Guardian Investor Services August 2005 - November 2006
Merrill Lynch December 2004 - August 2005
Recall November 2003 - November 2004
US Army May 1997 - December 2003
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investments, Wealth Management, Securities, Asset Managment, ETFs, Series 24, Hedge Funds, Retirement, Separately Managed..., Investment Strategies, Financial Services, Investment Advisory, Portfolio Management, Equities, Uniform Combined State..., Asset Management, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance & Entrepreneurship
Bridgewater College 1993 — 1997
BA, History & Political Science
Craig Weiss's Merrill Lynch Experience 1994 - 1995
Job Vice President Director of Compliance at The Comprehensive Group
Industry Financial Services
Experience
The Comprehensive Group July 2014 - Present
Belle Haven Investments October 2013 - July 2014
JPMorgan Chase September 2012 - July 2013
M.J. Whitman LLC May 2009 - September 2012
J.B. Hanauer & Co. 1995 - 2009
Merrill Lynch 1994 - 1995
Education
Brandeis University 1987 — 1991
BA, American Studies/Legal Studies
Institute of European Studies
Livingston High School
Livingston High School
The Comprehensive Group July 2014 - Present
Belle Haven Investments October 2013 - July 2014
JPMorgan Chase September 2012 - July 2013
M.J. Whitman LLC May 2009 - September 2012
J.B. Hanauer & Co. 1995 - 2009
Merrill Lynch 1994 - 1995
Education
Brandeis University 1987 — 1991
BA, American Studies/Legal Studies
Institute of European Studies
Livingston High School
Livingston High School
Alan Wolf's Merrill Lynch Experience 2003 - May 2014
Job Head of Risk, Security & Compliance for PwC's CSDC
Industry Management Consulting
Experience
PricewaterhouseCoopers (PwC) May 2014 - Present
Merrill Lynch 2003 - May 2014
Luce Forward 2002 - 2003
McCormick Barstow 1999 - 2002
Skills
Leadership, Management, Strategic Planning, Relationship Management, Operational Risk..., Compliance, Business Development, Business Planning, Project Management, Strategic Human..., Multi-site Team..., Strategic Financial..., Process Improvement, P&L Budget Management, Branch Management, Securities, Investments, Series 7, Equities, Portfolio Management, Mergers & Acquisitions, Wealth Management, Due Diligence, Asset Management, Retirement Planning, Security Management, Financial Analysis
Education
University of San Diego School of Law 2002 — 2003
JD, Law
California State University, Fresno 1999 — 2002
MBA, Business
Brigham Young University 1995 — 1999
BA, History
PricewaterhouseCoopers (PwC) May 2014 - Present
Merrill Lynch 2003 - May 2014
Luce Forward 2002 - 2003
McCormick Barstow 1999 - 2002
Skills
Leadership, Management, Strategic Planning, Relationship Management, Operational Risk..., Compliance, Business Development, Business Planning, Project Management, Strategic Human..., Multi-site Team..., Strategic Financial..., Process Improvement, P&L Budget Management, Branch Management, Securities, Investments, Series 7, Equities, Portfolio Management, Mergers & Acquisitions, Wealth Management, Due Diligence, Asset Management, Retirement Planning, Security Management, Financial Analysis
Education
University of San Diego School of Law 2002 — 2003
JD, Law
California State University, Fresno 1999 — 2002
MBA, Business
Brigham Young University 1995 — 1999
BA, History
Irene Doran's Merrill Lynch Experience March 2007 - March 2008
Job RN, BS, The CT Burn Center
Industry Hospital & Health Care
Experience
Bridgeport Hospital December 2014 - Present
Bridgeport Hospital March 2012 - November 2014
Lloyds Banking Group 2008 - 2009
Merrill Lynch March 2007 - March 2008
Global Credit Services December 2005 - March 2007
Bank of America August 2003 - December 2005
Skills
Asset Based Lending, Factoring, Invoice Discounting, Commercial Finance, Credit Analysis, Credit Risk, Trade Finance, Commercial Banking, Corporate Finance, Credit, Banking, Financial Risk, Nursing, Cpr Certified, Inpatient, Critical Thinking, Patient Education, Acute Care, Telemetry, Medical/Surgical, Healthcare, ICU, BLS, Hospitals, Critical Care, ACLS
Education
Bridgeport Hospital School of Nursing 2010 — 2011
Diploma, Registered Nursing/Registered Nurse
Fairfield University 2000 — 2003
B.S., Finance
Bridgeport Hospital December 2014 - Present
Bridgeport Hospital March 2012 - November 2014
Lloyds Banking Group 2008 - 2009
Merrill Lynch March 2007 - March 2008
Global Credit Services December 2005 - March 2007
Bank of America August 2003 - December 2005
Skills
Asset Based Lending, Factoring, Invoice Discounting, Commercial Finance, Credit Analysis, Credit Risk, Trade Finance, Commercial Banking, Corporate Finance, Credit, Banking, Financial Risk, Nursing, Cpr Certified, Inpatient, Critical Thinking, Patient Education, Acute Care, Telemetry, Medical/Surgical, Healthcare, ICU, BLS, Hospitals, Critical Care, ACLS
Education
Bridgeport Hospital School of Nursing 2010 — 2011
Diploma, Registered Nursing/Registered Nurse
Fairfield University 2000 — 2003
B.S., Finance
Alex Greenberg's Merrill Lynch Experience January 2004 - February 2008
Job Resolutions & Receivership Specialist at FDIC
Industry Banking
Experience
FDIC July 2009 - Present
Merrill Lynch January 2004 - February 2008
Nomura November 2002 - December 2003
Lehman Brothers June 2001 - November 2002
Skills
Financial Modeling, Presentation Development, Financial Forecasting, Valuation, Receiverships, Federal Government, Financial Analysis, M&A experience, FDIC Assisted..., Structured Finance, Financial Regulation, Fixed Income, Credit Analysis, Loans, Portfolio Management, Credit, Finance, Risk Management, Asset Management, Investments, Mergers
Education
Brandeis International Business School 2000 — 2001
MA, Finance, 3.74
Brandeis University 1996 — 2000
BA, Politics, Economics, 3.75
FDIC July 2009 - Present
Merrill Lynch January 2004 - February 2008
Nomura November 2002 - December 2003
Lehman Brothers June 2001 - November 2002
Skills
Financial Modeling, Presentation Development, Financial Forecasting, Valuation, Receiverships, Federal Government, Financial Analysis, M&A experience, FDIC Assisted..., Structured Finance, Financial Regulation, Fixed Income, Credit Analysis, Loans, Portfolio Management, Credit, Finance, Risk Management, Asset Management, Investments, Mergers
Education
Brandeis International Business School 2000 — 2001
MA, Finance, 3.74
Brandeis University 1996 — 2000
BA, Politics, Economics, 3.75
Jennifer Weiser's Merrill Lynch Experience August 2008 - July 2010
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Bloomberg, Business Strategy, Wealth Management, Equities, Fixed Income, Portfolio Management, Finance, Asset Management, Investments
Education
Brandeis International Business School 2008 — 2010
MAief, International Economics & Finance
ESADE Business & Law School 2009 — 2009
Exchange Student
Wheaton College (MA) 2002 — 2006
BA, Mathematics, Economics
Wellington Management August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Bloomberg, Business Strategy, Wealth Management, Equities, Fixed Income, Portfolio Management, Finance, Asset Management, Investments
Education
Brandeis International Business School 2008 — 2010
MAief, International Economics & Finance
ESADE Business & Law School 2009 — 2009
Exchange Student
Wheaton College (MA) 2002 — 2006
BA, Mathematics, Economics
Todd Smiler's Merrill Lynch Experience June 2011 - February 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Merrill Lynch June 2011 - February 2013
Any Lab Test Now June 2010 - June 2011
Choice Mortgage Bank 2009 - June 2011
Skills
Finance, Retirement Planning, Investments, Fixed Annuities, Retirement, 401k, Life Insurance, Variable Annuities, Asset Protection
Education
Brandeis University 1995 — 1999
BA, Political Science
Wells Fargo Advisors, LLC February 2013 - Present
Merrill Lynch June 2011 - February 2013
Any Lab Test Now June 2010 - June 2011
Choice Mortgage Bank 2009 - June 2011
Skills
Finance, Retirement Planning, Investments, Fixed Annuities, Retirement, 401k, Life Insurance, Variable Annuities, Asset Protection
Education
Brandeis University 1995 — 1999
BA, Political Science
Haowei Wang's Merrill Lynch Experience June 2009 - August 2009
Job Business Analyst at M&T
Industry Financial Services
Experience
M&T Bank July 2011 - June 2013
Merrill Lynch June 2009 - August 2009
Pomona Capital 2009 - 2009
Education
Columbia Engineering 2009 — 2011
BS, Operation Research
Brandeis University 2006 — 2009
BA, Economics
M&T Bank July 2011 - June 2013
Merrill Lynch June 2009 - August 2009
Pomona Capital 2009 - 2009
Education
Columbia Engineering 2009 — 2011
BS, Operation Research
Brandeis University 2006 — 2009
BA, Economics
David E. Bamberger's Merrill Lynch Experience 2003 - 2008
Job Partner at Brickman & Bamberger
Industry Law Practice
Experience
Brickman & Bamberger March 2009 - Present
Law Office Neal Brickman PC May 2008 - Present
Merrill Lynch 2003 - 2008
Inamed Corporation June 1999 - June 2003
Skills
Securities Regulation, Mergers
Education
Harvard Law School 1979 — 1982
JD
Brandeis University 1975 — 1979
BA
Brickman & Bamberger March 2009 - Present
Law Office Neal Brickman PC May 2008 - Present
Merrill Lynch 2003 - 2008
Inamed Corporation June 1999 - June 2003
Skills
Securities Regulation, Mergers
Education
Harvard Law School 1979 — 1982
JD
Brandeis University 1975 — 1979
BA
Dave Calton's Merrill Lynch Experience September 2006 - April 2009
Job Senior Accountant at GMAC
Industry Financial Services
Experience
GMAC April 2009 - Present
Merrill Lynch September 2006 - April 2009
Touchfon International, Inc. December 1999 - July 2006
Education
Brigham Young University 1992 — 1999
MAcc, Accounting
GMAC April 2009 - Present
Merrill Lynch September 2006 - April 2009
Touchfon International, Inc. December 1999 - July 2006
Education
Brigham Young University 1992 — 1999
MAcc, Accounting
Barbara Bolshon's Merrill Lynch Experience August 1980 - December 1983
Job Executive Director at Young Israel of New Rochelle
Industry Nonprofit Organization Management
Experience
Young Israel of New Rochelle July 2009 - Present
UJA-Federation of New York March 2007 - July 2009
Congregation Or Zarua January 2002 - December 2006
Towers Perrin April 1991 - January 2001
Smith Barney October 1987 - April 1991
Merrill Lynch August 1980 - December 1983
Arthur D. Little July 1978 - July 1980
Skills
Board Development, Non-profits, Philanthropy, Volunteer Management, Program Development, Fundraising, Community Outreach, Community Organizing, Event Planning, Public Speaking, Donor Management, Strategic Planning, Program Management, Leadership, Marketing Strategy, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MBA
Brandeis University 1972 — 1975
BA, Math and Economcis
Young Israel of New Rochelle July 2009 - Present
UJA-Federation of New York March 2007 - July 2009
Congregation Or Zarua January 2002 - December 2006
Towers Perrin April 1991 - January 2001
Smith Barney October 1987 - April 1991
Merrill Lynch August 1980 - December 1983
Arthur D. Little July 1978 - July 1980
Skills
Board Development, Non-profits, Philanthropy, Volunteer Management, Program Development, Fundraising, Community Outreach, Community Organizing, Event Planning, Public Speaking, Donor Management, Strategic Planning, Program Management, Leadership, Marketing Strategy, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MBA
Brandeis University 1972 — 1975
BA, Math and Economcis
Risa Miron's Merrill Lynch Experience 1981 - 1984
Job Property Manager
Industry Real Estate
Experience
Ascot Apartments 1984 - Present
Merrill Lynch 1981 - 1984
Johnson & Johnson 1979 - 1981
Procter & Gamble 1977 - 1979
Skills
Property Management, Residential Homes, Real Estate, Management, Investment Properties, Commercial Real Estate, Finance, Real Estate Economics
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance, Marketing
Brandeis University 1971 — 1975
BA, Economics
Ascot Apartments 1984 - Present
Merrill Lynch 1981 - 1984
Johnson & Johnson 1979 - 1981
Procter & Gamble 1977 - 1979
Skills
Property Management, Residential Homes, Real Estate, Management, Investment Properties, Commercial Real Estate, Finance, Real Estate Economics
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance, Marketing
Brandeis University 1971 — 1975
BA, Economics
Matthew Goldsmith's Merrill Lynch Experience November 2009 - June 2010
Job Customer Service Manager North America
Industry Primary/Secondary Education
Experience
LEGO Education September 2015 - Present
Telefund, Inc. May 2014 - September 2015
Grand Circle Corporation July 2012 - May 2014
Bank of America July 2010 - July 2012
Merrill Lynch November 2009 - June 2010
Goldsmith Business Consulting February 2008 - October 2009
First Marblehead Education Resources September 2007 - February 2008
First Marblehead Education Resources February 2005 - September 2007
Bank of America October 2001 - May 2004
Bank of America August 1998 - October 2001
Skills
MS Office Suite, Avaya, Six Sigma, Call Center, Operations Management, Customer Relations, Process Improvement, Customer Service, Call Centers, Microsoft Office, Training, Analysis, Management, Business Process..., Vendor Management, Customer Satisfaction, Quality Assurance, Strategy, Team Building, Outsourcing, Customer Experience, Forecasting
Education
Brandeis University 2000 — 2002
MS, Finance, International Finance
Brandeis University 1994 — 1998
BA, English and Economics
LEGO Education September 2015 - Present
Telefund, Inc. May 2014 - September 2015
Grand Circle Corporation July 2012 - May 2014
Bank of America July 2010 - July 2012
Merrill Lynch November 2009 - June 2010
Goldsmith Business Consulting February 2008 - October 2009
First Marblehead Education Resources September 2007 - February 2008
First Marblehead Education Resources February 2005 - September 2007
Bank of America October 2001 - May 2004
Bank of America August 1998 - October 2001
Skills
MS Office Suite, Avaya, Six Sigma, Call Center, Operations Management, Customer Relations, Process Improvement, Customer Service, Call Centers, Microsoft Office, Training, Analysis, Management, Business Process..., Vendor Management, Customer Satisfaction, Quality Assurance, Strategy, Team Building, Outsourcing, Customer Experience, Forecasting
Education
Brandeis University 2000 — 2002
MS, Finance, International Finance
Brandeis University 1994 — 1998
BA, English and Economics
Bill Schachat's Merrill Lynch Experience December 2001 - January 2003
Job Executive Director, Credit Risk & Underwriting Director Commercial Real Estate Banking at JP Morgan
Industry Banking
Experience
JP Morgan June 2011 - Present
Emigrant Real Estate Finance August 2008 - June 2011
Citigroup Global Markets July 1986 - December 2007
Artesia Mortgage Capital Corp. February 2003 - May 2004
Merrill Lynch December 2001 - January 2003
Deutsche Banc Mortgage Capital 2000 - 2001
Skills
Loans, Loan Origination, Underwriting, Credit, Real Estate, CMBS, Credit Analysis, Portfolio Management, Asset Managment, Mortgage Lending, Capital Markets, Construction Loans, Financial Modeling, Investments, Commercial Mortgages, Financial Analysis, Commercial Lending, Due Diligence, Banking, Real Estate Economics, Structured Finance, Financial Structuring, Asset Management, Syndications, Valuation, Real Estate Financing, Investment Banking, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1983
MBA, Finance
Brandeis University 1977 — 1980
BA, Economics, Philosophy
JP Morgan June 2011 - Present
Emigrant Real Estate Finance August 2008 - June 2011
Citigroup Global Markets July 1986 - December 2007
Artesia Mortgage Capital Corp. February 2003 - May 2004
Merrill Lynch December 2001 - January 2003
Deutsche Banc Mortgage Capital 2000 - 2001
Skills
Loans, Loan Origination, Underwriting, Credit, Real Estate, CMBS, Credit Analysis, Portfolio Management, Asset Managment, Mortgage Lending, Capital Markets, Construction Loans, Financial Modeling, Investments, Commercial Mortgages, Financial Analysis, Commercial Lending, Due Diligence, Banking, Real Estate Economics, Structured Finance, Financial Structuring, Asset Management, Syndications, Valuation, Real Estate Financing, Investment Banking, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1983
MBA, Finance
Brandeis University 1977 — 1980
BA, Economics, Philosophy
Stacey Levine's Merrill Lynch Experience July 2007 - July 2009
Job Manager at North Highland
Industry Financial Services
Experience
North Highland January 2015 - Present
The North Highland Company October 2013 - December 2014
Capco September 2012 - October 2013
Bank of America Merrill Lynch June 2010 - June 2012
Associate Merrill Lynch Professional Clearing Corp. July 2009 - June 2010
Merrill Lynch July 2007 - July 2009
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Structured Products, Derivatives, Capital Markets, Investment Banking, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Modeling, Investments, Prime Brokerage, Economics, Due Diligence, Financial Risk, Financial Analysis
Education
Brandeis University International Business School 2005 — 2007
Master of Arts (MA), International Economics & Finance
Brandeis University 2002 — 2006
Bachelor's degree, Economics & Art History
Lawrence Senior High
North Highland January 2015 - Present
The North Highland Company October 2013 - December 2014
Capco September 2012 - October 2013
Bank of America Merrill Lynch June 2010 - June 2012
Associate Merrill Lynch Professional Clearing Corp. July 2009 - June 2010
Merrill Lynch July 2007 - July 2009
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Structured Products, Derivatives, Capital Markets, Investment Banking, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Modeling, Investments, Prime Brokerage, Economics, Due Diligence, Financial Risk, Financial Analysis
Education
Brandeis University International Business School 2005 — 2007
Master of Arts (MA), International Economics & Finance
Brandeis University 2002 — 2006
Bachelor's degree, Economics & Art History
Lawrence Senior High
Carol A. Peyser's Merrill Lynch Experience 1994 - 2004
Job Managing Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management April 2004 - Present
Merrill Lynch 1994 - 2004
PaineWebber 1983 - 1994
Education
University of Pennsylvania - The Wharton School 1982 — 1983
MBA, Finance
Brandeis University 1972 — 1976
BA, Economics
The London School of Economics and Political Science (LSE) 1974 — 1975
International Economics
Oppenheimer Asset Management April 2004 - Present
Merrill Lynch 1994 - 2004
PaineWebber 1983 - 1994
Education
University of Pennsylvania - The Wharton School 1982 — 1983
MBA, Finance
Brandeis University 1972 — 1976
BA, Economics
The London School of Economics and Political Science (LSE) 1974 — 1975
International Economics
Ralph Harary's Merrill Lynch Experience June 2008 - August 2008
Job Product Manager at Interactive Data
Industry Financial Services
Experience
Interactive Data October 2012 - Present
Interactive Data August 2011 - September 2012
Interactive Data April 2010 - July 2011
Brandeis University September 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Analysis, Research, Databases, Economics, Microsoft Excel, Microsoft Office, Market Research, Reference Data
Education
Brandeis University 2005 — 2009
Bachelor of Arts, Economics and History
Barnstable High School
Interactive Data October 2012 - Present
Interactive Data August 2011 - September 2012
Interactive Data April 2010 - July 2011
Brandeis University September 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Analysis, Research, Databases, Economics, Microsoft Excel, Microsoft Office, Market Research, Reference Data
Education
Brandeis University 2005 — 2009
Bachelor of Arts, Economics and History
Barnstable High School
Dustin Seely, CFA's Merrill Lynch Experience May 2011 - July 2012
Job Junior Associate at Prudential Mortgage Capital
Industry Financial Services
Experience
Prudential Mortgage Capital July 2012 - Present
Merrill Lynch May 2011 - July 2012
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA) Candidate
CFA Charterholder
Brigham Young University 2004 — 2011
Bachelor of Arts (BA), Economics
Prudential Mortgage Capital July 2012 - Present
Merrill Lynch May 2011 - July 2012
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA) Candidate
CFA Charterholder
Brigham Young University 2004 — 2011
Bachelor of Arts (BA), Economics
Blair Autrey's Merrill Lynch Experience January 2009 - Present
Job
Industry
Experience
Merrill Lynch January 2009 - Present
Bank of America September 1992 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Editing, Organizational Design, Wildlife Photography, Gardening
Education
University of North Carolina at Asheville 1988 — 1990
Bachelor of Arts (B.A.), Photography
Brevard College 1985 — 1987
Associate of Arts (AA)
Merrill Lynch January 2009 - Present
Bank of America September 1992 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Editing, Organizational Design, Wildlife Photography, Gardening
Education
University of North Carolina at Asheville 1988 — 1990
Bachelor of Arts (B.A.), Photography
Brevard College 1985 — 1987
Associate of Arts (AA)
Leigh Roberts's Merrill Lynch Experience May 2006 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
Tyler Vance's Merrill Lynch Experience June 2010 - August 2010
Job Consultant at PwC
Industry Management Consulting
Experience
PwC September 2013 - Present
Brandeis University January 2013 - May 2013
Brandeis University September 2012 - December 2012
PwC June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Jefferson Davis Associates June 2009 - August 2009
Skills
SAS, Matlab, Stata, Excel, Word, PowerPoint, SPSS, Economics, Microsoft Excel, Statistics, Econometrics, Spanish, Research, Macroeconomics, Data Analysis, Financial Modeling, Finance, International..., Microsoft Word, Microeconomics
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance
University of Denver 2007 — 2011
BS/BA, Economics, Statistics, Spanish
IES 2009 — 2009
Semester Abroad - Buenos Aires, Argentina
PwC September 2013 - Present
Brandeis University January 2013 - May 2013
Brandeis University September 2012 - December 2012
PwC June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Jefferson Davis Associates June 2009 - August 2009
Skills
SAS, Matlab, Stata, Excel, Word, PowerPoint, SPSS, Economics, Microsoft Excel, Statistics, Econometrics, Spanish, Research, Macroeconomics, Data Analysis, Financial Modeling, Finance, International..., Microsoft Word, Microeconomics
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance
University of Denver 2007 — 2011
BS/BA, Economics, Statistics, Spanish
IES 2009 — 2009
Semester Abroad - Buenos Aires, Argentina
Alexia Sadun Levine's Merrill Lynch Experience June 2007 - August 2007
Job Associate Brand Manager, Motions
Industry Marketing and Advertising
Experience
Unilever July 2013 - Present
Whitney Museum of American Art September 2012 - January 2013
Unilever June 2012 - August 2012
Citigroup June 2008 - June 2011
Merrill Lynch June 2007 - August 2007
US Department of the Treasury May 2006 - August 2006
Skills
Investments, Financial Modeling, Equities, Cross-functional Team..., Valuation, Economics, Customer Insight
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
B.A, International Relations
Phillips Exeter Academy
Unilever July 2013 - Present
Whitney Museum of American Art September 2012 - January 2013
Unilever June 2012 - August 2012
Citigroup June 2008 - June 2011
Merrill Lynch June 2007 - August 2007
US Department of the Treasury May 2006 - August 2006
Skills
Investments, Financial Modeling, Equities, Cross-functional Team..., Valuation, Economics, Customer Insight
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
B.A, International Relations
Phillips Exeter Academy
David Garff's Merrill Lynch Experience August 1992 - March 1995
Job President at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion
Phil Lebkuecher's Merrill Lynch Experience 1992 - 1994
Job Financial Advisor with K.W. Gutshall & Associates
Industry Financial Services
Experience
KW Gutshall & Associates January 2013 - Present
Planto Roe Financial Services December 2011 - December 2012
Ten Robles, Inc. 2008 - December 2011
Triton Lots, Inc. 2000 - 2008
Arthur Andersen January 1998 - January 2000
NationsBank 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Real Estate, Marketing, Financial Services, Securities, Construction, Single Family Homes, Financial Analysis, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Life Insurance, Asset Management, Retirement, Investments, Fixed Annuities, Team Building, Residential Homes, Finance
Education
Brenau University 1989 — 2000
MBA
Mississippi State University 1983 — 1987
BBA, General Business Administration
KW Gutshall & Associates January 2013 - Present
Planto Roe Financial Services December 2011 - December 2012
Ten Robles, Inc. 2008 - December 2011
Triton Lots, Inc. 2000 - 2008
Arthur Andersen January 1998 - January 2000
NationsBank 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Real Estate, Marketing, Financial Services, Securities, Construction, Single Family Homes, Financial Analysis, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Life Insurance, Asset Management, Retirement, Investments, Fixed Annuities, Team Building, Residential Homes, Finance
Education
Brenau University 1989 — 2000
MBA
Mississippi State University 1983 — 1987
BBA, General Business Administration
Sandy Sandhu's Merrill Lynch Experience May 2010 - October 2010
Job Financial Analyst at Caterpillar
Industry Financial Services
Experience
Caterpillar Inc. February 2011 - Present
Merrill Lynch May 2010 - October 2010
Skills
Microsoft Office, Social Media, Microsoft Excel, Financial Analysis, Leadership, Data Analysis
Education
Bradley University 2006 — 2010
BS, Finance, Marketing
Caterpillar Inc. February 2011 - Present
Merrill Lynch May 2010 - October 2010
Skills
Microsoft Office, Social Media, Microsoft Excel, Financial Analysis, Leadership, Data Analysis
Education
Bradley University 2006 — 2010
BS, Finance, Marketing
Charles Chelnik's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Schonfeld Group May 2010 - August 2010
Spruce Point Capital Management June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Brandeis International Business School 2009 — 2011
Master of Arts, International Economics and Finance
Brandeis University 2006 — 2010
Bachelor of Arts, Economics
Schonfeld Group May 2010 - August 2010
Spruce Point Capital Management June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Brandeis International Business School 2009 — 2011
Master of Arts, International Economics and Finance
Brandeis University 2006 — 2010
Bachelor of Arts, Economics
Dan Mandel's Merrill Lynch Experience December 2013 - Present
Job Vice President, Trust and Estate Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2013 - Present
Skills
Due Diligence, Risk Management, Corporate Law, Microsoft Excel, Series 7, Strategy, Wealth Management, Fixed Income, Asset Allocation, Securities, Legal Writing, Bloomberg, Corporate Governance, Securities Regulation
Education
Temple University - James E. Beasley School of Law 2008 — 2010
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 2004 — 2007
Doctor of Law (JD)
Brandeis University 1996 — 2000
Bachelor's degree
Merrill Lynch December 2013 - Present
Skills
Due Diligence, Risk Management, Corporate Law, Microsoft Excel, Series 7, Strategy, Wealth Management, Fixed Income, Asset Allocation, Securities, Legal Writing, Bloomberg, Corporate Governance, Securities Regulation
Education
Temple University - James E. Beasley School of Law 2008 — 2010
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 2004 — 2007
Doctor of Law (JD)
Brandeis University 1996 — 2000
Bachelor's degree
Ergys Zhurda's Merrill Lynch Experience June 2003 - August 2003
Job Senior Product Manager at HSBC Bank Canada, Payments and Cash Management
Industry Banking
Experience
HSBC Bank Canada August 2012 - Present
HSBC Bank Canada April 2010 - August 2012
HSBC Bank Canada January 2009 - April 2010
Raiffeisen Bank Albania December 2004 - August 2008
University of New York Tirana October 2004 - June 2008
Merrill Lynch June 2003 - August 2003
Bank of Albania June 2001 - August 2002
Skills
Banking, Product Management, Market Research, Business Planning, Portfolio Management, Pricing, Microsoft Office, Process Improvement, Problem Solving, Management, Mergers & Acquisitions, Payments, Product Development, Finance, Fixed Income, Cash Management, Business Analysis, Financial Analysis, Investments, Project Planning, Risk Management
Education
Brandeis University 2002 — 2004
MBA, International Finance
University of Tirana 1996 — 2000
Bachelor's Degree, Business Administration, 9.5/10
HSBC Bank Canada August 2012 - Present
HSBC Bank Canada April 2010 - August 2012
HSBC Bank Canada January 2009 - April 2010
Raiffeisen Bank Albania December 2004 - August 2008
University of New York Tirana October 2004 - June 2008
Merrill Lynch June 2003 - August 2003
Bank of Albania June 2001 - August 2002
Skills
Banking, Product Management, Market Research, Business Planning, Portfolio Management, Pricing, Microsoft Office, Process Improvement, Problem Solving, Management, Mergers & Acquisitions, Payments, Product Development, Finance, Fixed Income, Cash Management, Business Analysis, Financial Analysis, Investments, Project Planning, Risk Management
Education
Brandeis University 2002 — 2004
MBA, International Finance
University of Tirana 1996 — 2000
Bachelor's Degree, Business Administration, 9.5/10
Richard Rolnick's Merrill Lynch Experience 1990 - 1993
Job Portfolio Manager | Sr. Analyst | High Yield and IG Credit | Distressed Credit | Leveraged Loans | Event Driven | Equity
Industry Financial Services
Experience
Red Top Investors 2014 - Present
Moore Capital Management April 2012 - November 2013
Harbor Watch Capital August 2008 - December 2011
RBS Greenwich Capital February 2002 - July 2008
BNP Paribas 1999 - 2002
Dillon Read 1996 - 1997
JPMorgan Chase & Co. 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
High Yield, Hedge Funds, Investments, Special Situations, Debt, Trading, Restructuring, Credit, Capital Markets, Equity Research, Arbitrage, Private Equity, Fixed Income, Energy, Private Placements, Asset Management, Bonds, Equities, Leveraged Finance, Portfolio Management, Alternative Investments, CDS, Investment Banking, Bloomberg, Structured Products, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Brandeis University
Bachelor of Arts (BA), Physical Sciences
Red Top Investors 2014 - Present
Moore Capital Management April 2012 - November 2013
Harbor Watch Capital August 2008 - December 2011
RBS Greenwich Capital February 2002 - July 2008
BNP Paribas 1999 - 2002
Dillon Read 1996 - 1997
JPMorgan Chase & Co. 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
High Yield, Hedge Funds, Investments, Special Situations, Debt, Trading, Restructuring, Credit, Capital Markets, Equity Research, Arbitrage, Private Equity, Fixed Income, Energy, Private Placements, Asset Management, Bonds, Equities, Leveraged Finance, Portfolio Management, Alternative Investments, CDS, Investment Banking, Bloomberg, Structured Products, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Brandeis University
Bachelor of Arts (BA), Physical Sciences
Christine Malia's Merrill Lynch Experience June 2001 - August 2001
Job Project Manager at International Securities Exchange
Industry Financial Services
Experience
International Securities Exchange January 2012 - Present
International Securities Exchange Holdings, Inc. (ISE Holdings) August 2007 - December 2011
International Securities Exchange Holdings, Inc. (ISE Holdings) June 2005 - August 2007
Dr. Daniel Klein and Associates June 2003 - August 2004
Dewitt Rehab & Nursing Center June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
SDLC, Project Management, Trading Systems, Agile & Waterfall..., Options, Agile Methodologies, Software Development, Program Management, PMO, Project Portfolio..., Financial Services, PMP
Education
Brandeis University 2012 — 2014
Master of Science (MS), Project and Program Management
Pace University - Lubin School of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Clarkstown High School South 2000 — 2004
International Securities Exchange January 2012 - Present
International Securities Exchange Holdings, Inc. (ISE Holdings) August 2007 - December 2011
International Securities Exchange Holdings, Inc. (ISE Holdings) June 2005 - August 2007
Dr. Daniel Klein and Associates June 2003 - August 2004
Dewitt Rehab & Nursing Center June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
SDLC, Project Management, Trading Systems, Agile & Waterfall..., Options, Agile Methodologies, Software Development, Program Management, PMO, Project Portfolio..., Financial Services, PMP
Education
Brandeis University 2012 — 2014
Master of Science (MS), Project and Program Management
Pace University - Lubin School of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Clarkstown High School South 2000 — 2004
Ellen Fishman's Merrill Lynch Experience October 1994 - December 2004
Job Senior Associate Director at The University of Arizona
Industry Information Technology and Services
Experience
The University of Arizona October 2006 - Present
Merrill Lynch October 1994 - December 2004
Carroll McEntee & McGinley 1987 - 1994
Monchik Weber January 1982 - October 1985
Skills
Customer Service, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Java, Fraud, PowerPoint, Microsoft Office, Editing, Statistics, Higher Education, Analysis
Education
Harvard University 1970 — 1972
Master of Science (MS), Applied Mathematics
Brandeis University 1966 — 1970
Bachelor's degree, Mathematics
The University of Arizona October 2006 - Present
Merrill Lynch October 1994 - December 2004
Carroll McEntee & McGinley 1987 - 1994
Monchik Weber January 1982 - October 1985
Skills
Customer Service, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Java, Fraud, PowerPoint, Microsoft Office, Editing, Statistics, Higher Education, Analysis
Education
Harvard University 1970 — 1972
Master of Science (MS), Applied Mathematics
Brandeis University 1966 — 1970
Bachelor's degree, Mathematics
Blynn Masters's Merrill Lynch Experience February 1990 - April 2007
Job Registered Sales Associate at Raymond James
Industry Investment Management
Experience
Raymond James April 2010 - Present
Morgan Stanly Smith Barney September 2009 - April 2010
Merrill Lynch February 1990 - April 2007
Education
Brenau University 1980 — 1982
Bachelor of Arts (B.A.), Broadcast Journalism
The University of Georgia 1978 — 1980
Journalism
Raymond James April 2010 - Present
Morgan Stanly Smith Barney September 2009 - April 2010
Merrill Lynch February 1990 - April 2007
Education
Brenau University 1980 — 1982
Bachelor of Arts (B.A.), Broadcast Journalism
The University of Georgia 1978 — 1980
Journalism
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank