Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Juliette Garay Juliette Garay's Merrill Lynch Experience June 2014 - August 2014
Job Teaching Assistant at Brown University Economics Department
Industry Financial Services
Experience
Brown University Economics Department August 2015 - Present
Brown University September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Brown University School of Engineering September 2013 - December 2014
Merrill Lynch June 2014 - August 2014
Tyson & Mendes July 2013 - August 2013
OliverMcMillan June 2013 - August 2013
OliverMcMillan June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Photoshop, Nonprofits, Data Analysis, Event Planning, Leadership, Marketing
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations; Business Economics Track, Junior
La Jolla High School 2008 — 2012
High School
Brown University Economics Department August 2015 - Present
Brown University September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Brown University School of Engineering September 2013 - December 2014
Merrill Lynch June 2014 - August 2014
Tyson & Mendes July 2013 - August 2013
OliverMcMillan June 2013 - August 2013
OliverMcMillan June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Photoshop, Nonprofits, Data Analysis, Event Planning, Leadership, Marketing
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations; Business Economics Track, Junior
La Jolla High School 2008 — 2012
High School
Alex Weiss, CFP® Alex Weiss, CFP®'s Merrill Lynch Experience May 2009 - February 2010
Job at US Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management February 2010 - Present
Merrill Lynch May 2009 - February 2010
Merrill Lynch 2006 - 2009
Education
Bryant University 2005 — 2009
Actuarial Mathematics, Finance
Hanover High School 2000 — 2005
U.S. Wealth Management February 2010 - Present
Merrill Lynch May 2009 - February 2010
Merrill Lynch 2006 - 2009
Education
Bryant University 2005 — 2009
Actuarial Mathematics, Finance
Hanover High School 2000 — 2005
Alec Rivera Alec Rivera's Merrill Lynch Experience August 2007 - September 2013
Job Director of Partnership Development at Catalina BuyerVision®, Programmatic Solutions
Industry Marketing and Advertising
Experience
Catalina Marketing December 2014 - Present
IntentBuy July 2014 - November 2014
MaxPoint April 2014 - July 2014
Paulina Media Consulting March 2011 - March 2014
Merrill Lynch August 2007 - September 2013
Bank of America September 2005 - 2007
Franklin Credit Management 2004 - 2005
Skills
Sales Management, Sales, Salesforce Training, Finance, Investments, Investment Management, Marketing, Campaign Management, Advertising, Advertising Sales, Mentoring, Sales Presentations, Presentation Development, Revenue Enhancement, Strategy, Marketing Strategy, Brand Development..., Mobile Marketing, New Business Development, Digital Media, Digital Marketing, Display Advertising, Interactive Marketing, Interactive Advertising, Interactive Media, Interactive Media..., Online Advertising, Mobile Applications, Mobile Devices, Salesforce.com, Media Buying, Integrated Marketing, Lead Generation, Social Networking, Networking, Ad Networks
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Executive Program - CIMA, Certified Investment Management Analyst
State University of New York College at Geneseo 2002 — 2004
Bachelor of Science (BS), Finance, Sales and Marketing
Bryant University 2000 — 2002
Undergraduate Studies in Business, Finance and Marketing/Sales
Catalina Marketing December 2014 - Present
IntentBuy July 2014 - November 2014
MaxPoint April 2014 - July 2014
Paulina Media Consulting March 2011 - March 2014
Merrill Lynch August 2007 - September 2013
Bank of America September 2005 - 2007
Franklin Credit Management 2004 - 2005
Skills
Sales Management, Sales, Salesforce Training, Finance, Investments, Investment Management, Marketing, Campaign Management, Advertising, Advertising Sales, Mentoring, Sales Presentations, Presentation Development, Revenue Enhancement, Strategy, Marketing Strategy, Brand Development..., Mobile Marketing, New Business Development, Digital Media, Digital Marketing, Display Advertising, Interactive Marketing, Interactive Advertising, Interactive Media, Interactive Media..., Online Advertising, Mobile Applications, Mobile Devices, Salesforce.com, Media Buying, Integrated Marketing, Lead Generation, Social Networking, Networking, Ad Networks
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Executive Program - CIMA, Certified Investment Management Analyst
State University of New York College at Geneseo 2002 — 2004
Bachelor of Science (BS), Finance, Sales and Marketing
Bryant University 2000 — 2002
Undergraduate Studies in Business, Finance and Marketing/Sales
Terry Andersen Terry Andersen's Merrill Lynch Experience June 2011 - August 2011
Job Associate Vice President at ARMOR Wealth Management
Industry Financial Services
Experience
ARMOR Wealth Management August 2015 - Present
Wells Fargo Advisors February 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Investments, Valuation, Finance, Bloomberg Terminal, Asset Allocation, Insurance, Life Insurance
Education
Southern Methodist University 2009 — 2013
Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Brown University 2008 — 2008
Summer Scholars Program, English
Alamo Heights
ARMOR Wealth Management August 2015 - Present
Wells Fargo Advisors February 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Investments, Valuation, Finance, Bloomberg Terminal, Asset Allocation, Insurance, Life Insurance
Education
Southern Methodist University 2009 — 2013
Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Brown University 2008 — 2008
Summer Scholars Program, English
Alamo Heights
Andrés Pereda Ehrlich Andrés Pereda Ehrlich's Merrill Lynch Experience June 2013 - August 2013
Job Portfolio Manager Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Bryant University January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Advantage Distribution June 2012 - August 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Spanish, Brazilian Portuguese, Bloomberg, Finance, Financial Analysis
Education
Bryant University 2011 — 2014
Bachelor of Science in International Business, Finance and Financial Management Services
Universidade do Sul de Santa Catarina 2012 — 2012
Universidad Carlos III de Madrid 2010 — 2011
Guggenheim Partners August 2014 - Present
Bryant University January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Advantage Distribution June 2012 - August 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Spanish, Brazilian Portuguese, Bloomberg, Finance, Financial Analysis
Education
Bryant University 2011 — 2014
Bachelor of Science in International Business, Finance and Financial Management Services
Universidade do Sul de Santa Catarina 2012 — 2012
Universidad Carlos III de Madrid 2010 — 2011
Langston Laury's Merrill Lynch Experience March 2006 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Jarred Smith Jarred Smith's Merrill Lynch Experience June 2011 - August 2011
Job CoFounder at NOOMA
Industry Food & Beverages
Experience
NOOMA April 2013 - Present
Alaska Aces Hockey Club September 2012 - April 2013
Thogus Products Company June 2012 - August 2012
Brown University September 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Gilmour Academy June 2004 - August 2010
Skills
Hockey, Entrepreneurship, Consumer Package Goods, Analysis, Food & Beverage, Economics, Investments, Market Analysis, Data Analysis, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Strategy, Market Research, Research, Event Planning, Microsoft Office, Social Media Marketing
Education
Brown University 2008 — 2012
Bachelor of Arts, Commerce; Business Economics, 3.9/4.0
NOOMA April 2013 - Present
Alaska Aces Hockey Club September 2012 - April 2013
Thogus Products Company June 2012 - August 2012
Brown University September 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Gilmour Academy June 2004 - August 2010
Skills
Hockey, Entrepreneurship, Consumer Package Goods, Analysis, Food & Beverage, Economics, Investments, Market Analysis, Data Analysis, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Strategy, Market Research, Research, Event Planning, Microsoft Office, Social Media Marketing
Education
Brown University 2008 — 2012
Bachelor of Arts, Commerce; Business Economics, 3.9/4.0
Ethan Garonzik's Merrill Lynch Experience 2007 - 2009
Job Finance Manager SuccessFactors (an SAP Company)
Industry Computer Software
Experience
SuccessFactors August 2014 - Present
Bass Egg LLC January 2013 - December 2013
BG Strategic Advisors 2010 - January 2013
Merrill Lynch 2007 - 2009
Education
Brown University
BA, American History
Deerfield Academy
SuccessFactors August 2014 - Present
Bass Egg LLC January 2013 - December 2013
BG Strategic Advisors 2010 - January 2013
Merrill Lynch 2007 - 2009
Education
Brown University
BA, American History
Deerfield Academy
Courtney Costello Courtney Costello's Merrill Lynch Experience July 2008 - June 2011
Job Wealth Management Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Christine Pennell's Merrill Lynch Experience January 2006 - May 2006
Job Portfolio Manager
Industry Investment Management
Experience
U.S. Trust August 2014 - Present
U.S. Trust July 2011 - August 2014
NPR October 2010 - July 2011
Cambridge Associates June 2007 - October 2010
Bryant University August 2006 - June 2007
Travelers May 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Skills
Portfolio Management, Asset Allocation, Investment Policy..., Performance Measurement, Due Diligence, Investments, Alternative Investments, Investment Management, Institutional Investors, High Net Worth..., Finance, Financial Planning, Institutional..., Investment Strategies, Mutual Funds, Strategic Financial...
Education
Bryant University 2003 — 2007
BSBA, Finance, Economics
U.S. Trust August 2014 - Present
U.S. Trust July 2011 - August 2014
NPR October 2010 - July 2011
Cambridge Associates June 2007 - October 2010
Bryant University August 2006 - June 2007
Travelers May 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Skills
Portfolio Management, Asset Allocation, Investment Policy..., Performance Measurement, Due Diligence, Investments, Alternative Investments, Investment Management, Institutional Investors, High Net Worth..., Finance, Financial Planning, Institutional..., Investment Strategies, Mutual Funds, Strategic Financial...
Education
Bryant University 2003 — 2007
BSBA, Finance, Economics
Robert (Bobby) Sewall Jr. Robert (Bobby) Sewall Jr.'s Merrill Lynch Experience October 2013 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
NFLPA Former Players, New York/New Jersey Chapter 2013 - Present
Tampa Bay Buccaneers June 2013 - December 2013
National Football League April 2010 - December 2013
Providence Financial Group August 2012 - January 2013
Jacksonville Sharks January 2012 - January 2013
Blount Fine Foods January 2011 - December 2011
Tennessee Titans April 2010 - December 2010
Commonwealth Ventures LLC LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Sports, Leadership, Sales, Social Media, Marketing, Business Development, Social Media Marketing, Budgets, Teamwork, Strategy, Public Relations, Project Management, E-commerce, Marketing Strategy, Product Development, Strategic Planning
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics and American History
Portsmouth High School, RI 2002 — 2006
Merrill Lynch October 2013 - Present
NFLPA Former Players, New York/New Jersey Chapter 2013 - Present
Tampa Bay Buccaneers June 2013 - December 2013
National Football League April 2010 - December 2013
Providence Financial Group August 2012 - January 2013
Jacksonville Sharks January 2012 - January 2013
Blount Fine Foods January 2011 - December 2011
Tennessee Titans April 2010 - December 2010
Commonwealth Ventures LLC LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Sports, Leadership, Sales, Social Media, Marketing, Business Development, Social Media Marketing, Budgets, Teamwork, Strategy, Public Relations, Project Management, E-commerce, Marketing Strategy, Product Development, Strategic Planning
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics and American History
Portsmouth High School, RI 2002 — 2006
Trinity Gray Trinity Gray's Merrill Lynch Experience June 2006 - August 2008
Job
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
Jonathan-Newell Roberts, MBA Jonathan-Newell Roberts, MBA's Merrill Lynch Experience December 2007 - September 2008
Job Principal Consultant at Force Management
Industry Management Consulting
Experience
Force Management February 2015 - Present
everis August 2014 - February 2015
everis March 2013 - August 2014
Summer Infant February 2012 - July 2012
Northeastern University June 2010 - January 2012
Global Strategies, Inc February 2011 - July 2011
Mass Bay Lines April 2010 - September 2010
Bank of America September 2009 - January 2010
Merrill Lynch December 2007 - September 2008
Skills
Research, Equities, Access, Excel, PowerPoint, Public Speaking, Human Capital Management, SPSS, Microsoft Office, Organizational..., Marketing, Change Management, Business Analysis, Business Process..., Microsoft Excel, Leadership, Management Consulting, Management, Customer Service, Training, Nonprofits, Project Management, Market Research, Strategic Planning, Budgets
Education
Bryant University 2011 — 2012
MBA, Management
Northeastern University 2006 — 2011
BSBA, Marketing & Entrepreneurship
Force Management February 2015 - Present
everis August 2014 - February 2015
everis March 2013 - August 2014
Summer Infant February 2012 - July 2012
Northeastern University June 2010 - January 2012
Global Strategies, Inc February 2011 - July 2011
Mass Bay Lines April 2010 - September 2010
Bank of America September 2009 - January 2010
Merrill Lynch December 2007 - September 2008
Skills
Research, Equities, Access, Excel, PowerPoint, Public Speaking, Human Capital Management, SPSS, Microsoft Office, Organizational..., Marketing, Change Management, Business Analysis, Business Process..., Microsoft Excel, Leadership, Management Consulting, Management, Customer Service, Training, Nonprofits, Project Management, Market Research, Strategic Planning, Budgets
Education
Bryant University 2011 — 2012
MBA, Management
Northeastern University 2006 — 2011
BSBA, Marketing & Entrepreneurship
David Peligian, MBA's Merrill Lynch Experience September 2007 - September 2010
Job Licensed Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank February 2014 - Present
Citizens Bank February 2013 - February 2014
Hasbro June 2012 - February 2013
Hasbro February 2012 - June 2012
Merrill Lynch September 2007 - September 2010
Smith Barney September 2006 - December 2006
Skills
Time Management, Highly detail oriented, Investments, Brokerage, Long-term Customer..., MBA, Finance, Analysis, Equities, Mutual Funds, Bonds, Financial Services, Fixed Income, Sales, Financial Modeling, Series 7, Financial Analysis, Series 63, Securities
Education
Bryant University 2009 — 2010
MBA
Bryant University 2004 — 2007
Bachelor's degree, Finance
Citizens Bank February 2014 - Present
Citizens Bank February 2013 - February 2014
Hasbro June 2012 - February 2013
Hasbro February 2012 - June 2012
Merrill Lynch September 2007 - September 2010
Smith Barney September 2006 - December 2006
Skills
Time Management, Highly detail oriented, Investments, Brokerage, Long-term Customer..., MBA, Finance, Analysis, Equities, Mutual Funds, Bonds, Financial Services, Fixed Income, Sales, Financial Modeling, Series 7, Financial Analysis, Series 63, Securities
Education
Bryant University 2009 — 2010
MBA
Bryant University 2004 — 2007
Bachelor's degree, Finance
David Kotowski David Kotowski's Merrill Lynch Experience 1994 - 2000
Job Faculty Member at Lawline.com
Industry Insurance
Experience
Lawline.com May 2012 - Present
Elevate Captives March 2011 - Present
Team Elevate Lacrosse 2009 - Present
Elevate Consulting Group (ECG) 2005 - 2012
Voluto Ventures 2001 - 2004
UBS Wealth Management 2000 - 2001
Merrill Lynch 1994 - 2000
Skills
Connecting People, Saving Companies Money, New Business Development, Business Development, Finance, Strategic Consulting, Sports, Mergers, Event Management, Start-ups, Fundraising, Public Speaking, Social Media, Sales, Entrepreneurship, Savings, Business Planning, Consulting, Leadership, Coaching, Mergers & Acquisitions, Asset Management, Training, Portfolio Management, Risk Management, Strategy, Small Business, Insurance, Executive Management, Investments, Marketing Strategy, Nonprofits, Strategic Partnerships, Due Diligence, Strategic Financial..., Management, Financial Services
Education
Brown University 1985 — 1989
BA, Organizational Behavioral Management
Chaminade High School 1981 — 1985
Lawline.com May 2012 - Present
Elevate Captives March 2011 - Present
Team Elevate Lacrosse 2009 - Present
Elevate Consulting Group (ECG) 2005 - 2012
Voluto Ventures 2001 - 2004
UBS Wealth Management 2000 - 2001
Merrill Lynch 1994 - 2000
Skills
Connecting People, Saving Companies Money, New Business Development, Business Development, Finance, Strategic Consulting, Sports, Mergers, Event Management, Start-ups, Fundraising, Public Speaking, Social Media, Sales, Entrepreneurship, Savings, Business Planning, Consulting, Leadership, Coaching, Mergers & Acquisitions, Asset Management, Training, Portfolio Management, Risk Management, Strategy, Small Business, Insurance, Executive Management, Investments, Marketing Strategy, Nonprofits, Strategic Partnerships, Due Diligence, Strategic Financial..., Management, Financial Services
Education
Brown University 1985 — 1989
BA, Organizational Behavioral Management
Chaminade High School 1981 — 1985
Jennie Mazzucco's Merrill Lynch Experience June 2014 - Present
Job Leveraged Finance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Merrill Lynch June 2011 - August 2011
Coleman Research Group June 2010 - August 2010
Cannondale Associates June 2009 - August 2009
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, History
Joel Barlow High School 2004 — 2008
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Merrill Lynch June 2011 - August 2011
Coleman Research Group June 2010 - August 2010
Cannondale Associates June 2009 - August 2009
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, History
Joel Barlow High School 2004 — 2008
Heather Jones Heather Jones's Merrill Lynch Experience May 2007 - August 2007
Job Area Sales Manager EMC Business Unit at Arrow Electronics
Industry Information Technology and Services
Experience
Arrow Electronics February 2014 - Present
EMC November 2012 - February 2014
EMC October 2010 - November 2012
EMC September 2008 - October 2010
Arnold Worldwide February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Salesforce.com, Cloud Computing, Account Management, Operations Management, Team Leadership, Team Building, Solution Selling, Virtualization, Management, Strategic Partnerships, Sales, Partner Management, Sales Management, Enterprise Software, Leadership, General Awesomeness, Friendly Personality, SaaS
Education
Bryant University 2004 — 2008
BSBA, Marketing, Communication, Psychology
Arrow Electronics February 2014 - Present
EMC November 2012 - February 2014
EMC October 2010 - November 2012
EMC September 2008 - October 2010
Arnold Worldwide February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Salesforce.com, Cloud Computing, Account Management, Operations Management, Team Leadership, Team Building, Solution Selling, Virtualization, Management, Strategic Partnerships, Sales, Partner Management, Sales Management, Enterprise Software, Leadership, General Awesomeness, Friendly Personality, SaaS
Education
Bryant University 2004 — 2008
BSBA, Marketing, Communication, Psychology
Michael Rendel M.D. Michael Rendel M.D.'s Merrill Lynch Experience May 2007 - June 2009
Job Medical Director
Industry Investment Banking
Experience
Goldman Sachs June 2009 - Present
Merrill Lynch May 2007 - June 2009
Private Practice, Internal Medicine and Infectious Diseases July 1990 - June 2009
Skills
Clinical Research, Healthcare, Healthcare Management, Hospitals, Management
Education
New York University School of Medicine 1988 — 1990
Fellow, Infectious Disease
Medical College of Pennsylvania 1985 — 1988
Residency, Internal Medicne
University of Maryland School of Medicine 1980 — 1984
MD, Medicine
Brown University 1975 — 1979
BA, Biology
Goldman Sachs June 2009 - Present
Merrill Lynch May 2007 - June 2009
Private Practice, Internal Medicine and Infectious Diseases July 1990 - June 2009
Skills
Clinical Research, Healthcare, Healthcare Management, Hospitals, Management
Education
New York University School of Medicine 1988 — 1990
Fellow, Infectious Disease
Medical College of Pennsylvania 1985 — 1988
Residency, Internal Medicne
University of Maryland School of Medicine 1980 — 1984
MD, Medicine
Brown University 1975 — 1979
BA, Biology
Leslie Maazel Leslie Maazel's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at Quadrant Capital Advisors
Industry Investment Management
Experience
Quadrant Capital Advisors August 2012 - Present
Antar Maazel Equities September 2010 - August 2012
Credit Suisse July 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Stata, R, Investment Banking, Financial Modeling, Mandarin, Bloomberg, Equities, Fixed Income, Data Analysis, Microsoft Excel, Valuation, Entrepreneurship, Corporate Finance, Derivatives, PowerPoint, Business Strategy, Statistics, Capital Markets, Venture Capital, Portfolio Management, Investments, Analysis, Strategy, Finance, Economics, Alternative Investments, Private Equity
Education
Brown University 2008 — 2012
Business Economics
The Juilliard School 2004 — 2008
Music, Cello and Composition
New York Society of Security Analysts / Training the Street 2012 — 2012
Financial Modeling
Quadrant Capital Advisors August 2012 - Present
Antar Maazel Equities September 2010 - August 2012
Credit Suisse July 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Stata, R, Investment Banking, Financial Modeling, Mandarin, Bloomberg, Equities, Fixed Income, Data Analysis, Microsoft Excel, Valuation, Entrepreneurship, Corporate Finance, Derivatives, PowerPoint, Business Strategy, Statistics, Capital Markets, Venture Capital, Portfolio Management, Investments, Analysis, Strategy, Finance, Economics, Alternative Investments, Private Equity
Education
Brown University 2008 — 2012
Business Economics
The Juilliard School 2004 — 2008
Music, Cello and Composition
New York Society of Security Analysts / Training the Street 2012 — 2012
Financial Modeling
Ryan Chambers, CIMA® Ryan Chambers, CIMA®'s Merrill Lynch Experience June 2006 - February 2007
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2015 - Present
Allianz Global Investors / PIMCO Investments February 2007 - Present
Merrill Lynch June 2006 - February 2007
Morgan Stanley June 2005 - June 2006
GTECH Corporation September 2004 - March 2005
Education
Johnson & Wales University 2004 — 2005
Bachelors, Financial Services
Bryant University 2000 — 2004
Financial Services
Allianz Global Investors January 2015 - Present
Allianz Global Investors / PIMCO Investments February 2007 - Present
Merrill Lynch June 2006 - February 2007
Morgan Stanley June 2005 - June 2006
GTECH Corporation September 2004 - March 2005
Education
Johnson & Wales University 2004 — 2005
Bachelors, Financial Services
Bryant University 2000 — 2004
Financial Services
Richard Poterek Richard Poterek's Merrill Lynch Experience March 2009 - July 2010
Job Functional Subject Matter Expert and Openlink/Solarc Right Angle Technical Developer at Northern Tier Energy
Industry Financial Services
Experience
Northern Tier Energy January 2013 - Present
Opportune LLP at Delta / Monroe Energy June 2012 - December 2012
Chevron March 2011 - June 2012
Bank of America March 2010 - May 2011
Merrill Lynch March 2009 - July 2010
Constellation Energy June 2006 - February 2009
LNR Property Corporation 2005 - 2006
Skills
Commodity Markets, ETRM, Trading, Risk Management, Commodity, Petroleum, Renewable Energy, Endur, Credit Risk, Integration, Testing, Energy, Openlink, Financial Risk, Requirements Analysis, Business Analysis, Trading Systems, Natural Gas, Requirements Gathering, Derivatives, Microsoft SQL Server, SDLC, Options
Education
Brunel University London 2001 — 2005
1st w Hons, Computer Science
Err all of them I think...
Err all of them I think...
Err all of them I think...
Northern Tier Energy January 2013 - Present
Opportune LLP at Delta / Monroe Energy June 2012 - December 2012
Chevron March 2011 - June 2012
Bank of America March 2010 - May 2011
Merrill Lynch March 2009 - July 2010
Constellation Energy June 2006 - February 2009
LNR Property Corporation 2005 - 2006
Skills
Commodity Markets, ETRM, Trading, Risk Management, Commodity, Petroleum, Renewable Energy, Endur, Credit Risk, Integration, Testing, Energy, Openlink, Financial Risk, Requirements Analysis, Business Analysis, Trading Systems, Natural Gas, Requirements Gathering, Derivatives, Microsoft SQL Server, SDLC, Options
Education
Brunel University London 2001 — 2005
1st w Hons, Computer Science
Err all of them I think...
Err all of them I think...
Err all of them I think...
Tricia (Hayes) Cole Tricia (Hayes) Cole's Merrill Lynch Experience 1988 - 1990
Job Executive Managing Director at Corcoran Sunshine Marketing Group
Industry Real Estate
Experience
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Judith Ellson Sinche Judith Ellson Sinche's Merrill Lynch Experience 1985 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
Inspirica - from homeless to home (Formerly St. Luke's LifeWorks) May 2013 - Present
Amajac Capital Management LLC 1999 - 2010
First Presbyterian Church of New Canaan September 1995 - February 1999
Hitchcock Presbyterian Church 1993 - 1994
Merrill Lynch 1985 - 1989
Skills
Strategic Planning, Investments, Financial Reporting, Accounting, Business Planning, Leadership, Start-ups, Strategy
Education
New York University, Stern School of Business 1980 — 1981
Advanced Professional Certificate, Accounting
Pace University - Lubin School of Business 1977 — 1979
Master of Business Administration (M.B.A.), Banking and Finance
Brown University 1972 — 1976
Bachelor's degree, English and American Literature
Inspirica - from homeless to home (Formerly St. Luke's LifeWorks) May 2013 - Present
Amajac Capital Management LLC 1999 - 2010
First Presbyterian Church of New Canaan September 1995 - February 1999
Hitchcock Presbyterian Church 1993 - 1994
Merrill Lynch 1985 - 1989
Skills
Strategic Planning, Investments, Financial Reporting, Accounting, Business Planning, Leadership, Start-ups, Strategy
Education
New York University, Stern School of Business 1980 — 1981
Advanced Professional Certificate, Accounting
Pace University - Lubin School of Business 1977 — 1979
Master of Business Administration (M.B.A.), Banking and Finance
Brown University 1972 — 1976
Bachelor's degree, English and American Literature
Michael Sanderson Michael Sanderson's Merrill Lynch Experience September 1982 - August 1984
Job CEO, MOS Solutions
Industry Information Technology and Services
Experience
MOS Solutions February 2014 - Present
InterDealer Information Technologies February 2012 - January 2014
Bonds.com January 2010 - September 2011
Reuters Americas September 1994 - September 1999
Instinet Corporation 1990 - 1999
Merrill Lynch Canada January 1984 - June 1990
Merrill Lynch September 1982 - August 1984
Merrill Lynch June 1978 - July 1982
Skills
Electronic Trading, Trading Systems, Equities, Financial Markets, Trading, Capital Markets, Market Data, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Business Analysis, Asset Management, Options
Education
University of Oxford 1965 — 1967
Master's degree, PPE
Brown University 1961 — 1965
BA, International Economics
MOS Solutions February 2014 - Present
InterDealer Information Technologies February 2012 - January 2014
Bonds.com January 2010 - September 2011
Reuters Americas September 1994 - September 1999
Instinet Corporation 1990 - 1999
Merrill Lynch Canada January 1984 - June 1990
Merrill Lynch September 1982 - August 1984
Merrill Lynch June 1978 - July 1982
Skills
Electronic Trading, Trading Systems, Equities, Financial Markets, Trading, Capital Markets, Market Data, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Business Analysis, Asset Management, Options
Education
University of Oxford 1965 — 1967
Master's degree, PPE
Brown University 1961 — 1965
BA, International Economics
Anthony J. Frick Anthony J. Frick's Merrill Lynch Experience June 2003 - August 2003
Job Managing Director, Vice President & General Counsel at Diversified Search
Industry Staffing and Recruiting
Experience
Diversified Search January 2013 - Present
Dechert LLP October 2010 - December 2012
United States House of Representatives, The Committee on House Administration February 2010 - May 2010
Dechert LLP June 2009 - August 2009
Stradley Ronon June 2008 - August 2008
Accenture May 2006 - May 2007
National Lacrosse League August 2005 - April 2006
CNBC June 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Education
University of Pennsylvania 2007 — 2010
Doctor of Law (J.D.)
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2003 — 2003
Visiting Student, Economics Department
Diversified Search January 2013 - Present
Dechert LLP October 2010 - December 2012
United States House of Representatives, The Committee on House Administration February 2010 - May 2010
Dechert LLP June 2009 - August 2009
Stradley Ronon June 2008 - August 2008
Accenture May 2006 - May 2007
National Lacrosse League August 2005 - April 2006
CNBC June 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Education
University of Pennsylvania 2007 — 2010
Doctor of Law (J.D.)
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2003 — 2003
Visiting Student, Economics Department
Carmen Melaragno Carmen Melaragno's Merrill Lynch Experience August 1999 - August 2002
Job Hedge Funds, Hartford Investment Management
Industry Investment Management
Experience
The Hartford: Hartford Investment Management Company July 2009 - Present
Virtus Investment Partners, Inc. March 2008 - May 2009
Alpha Capital Research March 2007 - March 2008
The Phoenix Companies (Virtus Investment Partners) March 2005 - March 2007
The Phoenix Companies August 2002 - March 2005
Merrill Lynch August 1999 - August 2002
Gerald Metals, Inc. May 1997 - August 1999
Education
University of Hartford 2002 — 2005
MBA, Business Administration - Finance
Post University 1994 — 1997
BS, Business Administration - Finance
Bryant University 1993 — 1994
THS 1990 — 1993
The Hartford: Hartford Investment Management Company July 2009 - Present
Virtus Investment Partners, Inc. March 2008 - May 2009
Alpha Capital Research March 2007 - March 2008
The Phoenix Companies (Virtus Investment Partners) March 2005 - March 2007
The Phoenix Companies August 2002 - March 2005
Merrill Lynch August 1999 - August 2002
Gerald Metals, Inc. May 1997 - August 1999
Education
University of Hartford 2002 — 2005
MBA, Business Administration - Finance
Post University 1994 — 1997
BS, Business Administration - Finance
Bryant University 1993 — 1994
THS 1990 — 1993
Anthony Farinha Anthony Farinha's Merrill Lynch Experience 2005 - 2006
Job Director of Business Development & Strategic Alliances at DSSD, Emerging Technologies Division of EMC
Industry Information Technology and Services
Experience
DSSD, a Division of EMC February 2015 - Present
Symantec 2011 - February 2015
New Century Capital Partners 2009 - 2011
Cowen and Company, LLC 2006 - 2009
Merrill Lynch 2005 - 2006
Citigroup Global Markets 2003 - 2005
Robertson Stephens 1999 - 2002
Arthur Andersen Consulting 1997 - 1999
Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement
Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science
Junipero Serra High School
DSSD, a Division of EMC February 2015 - Present
Symantec 2011 - February 2015
New Century Capital Partners 2009 - 2011
Cowen and Company, LLC 2006 - 2009
Merrill Lynch 2005 - 2006
Citigroup Global Markets 2003 - 2005
Robertson Stephens 1999 - 2002
Arthur Andersen Consulting 1997 - 1999
Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement
Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science
Junipero Serra High School
Larry Otsuka's Merrill Lynch Experience May 2010 - August 2010
Job Sales Director at Outbrain
Industry Internet
Experience
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
Daniel Block Daniel Block's Merrill Lynch Experience June 2009 - August 2009
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2010 - Present
Merrill Lynch June 2009 - August 2009
Skills
Corporate Finance, Valuation, PowerPoint, Research, Data Analysis, Investment Banking, Strategic Planning, Financial Analysis, Project Management, Microsoft Office, Bloomberg, Microsoft Excel, Financial Modeling, Economics, Capital Markets
Education
Brown University 2006 — 2010
Goldman Sachs July 2010 - Present
Merrill Lynch June 2009 - August 2009
Skills
Corporate Finance, Valuation, PowerPoint, Research, Data Analysis, Investment Banking, Strategic Planning, Financial Analysis, Project Management, Microsoft Office, Bloomberg, Microsoft Excel, Financial Modeling, Economics, Capital Markets
Education
Brown University 2006 — 2010
Christopher Anderson, CFA Christopher Anderson, CFA's Merrill Lynch Experience February 1987 - May 2008
Job Principal, Anderson Insights, LLC, Consulting
Industry Financial Services
Experience
FundCore Institutional Income Trust Inc. September 2010 - Present
Anderson Insights, LLC May 2008 - Present
Merrill Lynch February 1987 - May 2008
Skills
Asset Management, Capital Markets, Fixed Income, Derivatives, Financial Risk, Private Equity, Alternative Investments, Asset Managment, Mergers & Acquisitions, Insurance, Investments
Education
Brown University
BA
University of Chicago Graduate School of Business
MBA
FundCore Institutional Income Trust Inc. September 2010 - Present
Anderson Insights, LLC May 2008 - Present
Merrill Lynch February 1987 - May 2008
Skills
Asset Management, Capital Markets, Fixed Income, Derivatives, Financial Risk, Private Equity, Alternative Investments, Asset Managment, Mergers & Acquisitions, Insurance, Investments
Education
Brown University
BA
University of Chicago Graduate School of Business
MBA
Tara Mastalerz Tara Mastalerz's Merrill Lynch Experience June 2010 - February 2011
Job Always Ready to Upgrade
Industry Financial Services
Experience
Life February 2011 - Present
Merrill Lynch June 2010 - February 2011
Merrill Lynch June 2009 - February 2011
Bank of America Merrill Lynch June 2008 - June 2010
Banc of America Investments June 2006 - January 2008
Brown Brothers & Harriman June 2005 - August 2005
CVS Pharmacy June 2004 - May 2005
Kenyon Insurance Agency September 1999 - January 2002
Skills
SharePoint Designer, PowerPoint, Excel, Research, Financial Reporting, Business Analysis, Continuous Improvement, Customer Relations, Web Design, Financial Analysis, Competitive Analysis, Writing, Word, Team Leadership, Visual Basic, Usability Testing, Business Strategy, Photoshop, Strategic Planning, Problem Solving, Illustrator, Innovation, Employee Relations, Documentation, Microsoft Office, Adobe Acrobat, Network Administration, Data Analysis, Risk Management, Communications Planning, Presentation Development, Technical Presentations, Development of Training..., Training & Development, Escalation Management, Conflict Resolution, Cross-functional Team..., Organizational Behavior, Process Development, Margin Analysis, Financial Modeling, Technical Writing, Computer Maintenance, Operations Management, Information Technology, Electro-mechanical..., Communication Skills, Information Management, Operating Systems, Computer Repair
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Concentration- Finance Minor: Psychology & Marketing
Seekonk High School 1997 — 2001
Diploma w High Honors & AP Credits
Life February 2011 - Present
Merrill Lynch June 2010 - February 2011
Merrill Lynch June 2009 - February 2011
Bank of America Merrill Lynch June 2008 - June 2010
Banc of America Investments June 2006 - January 2008
Brown Brothers & Harriman June 2005 - August 2005
CVS Pharmacy June 2004 - May 2005
Kenyon Insurance Agency September 1999 - January 2002
Skills
SharePoint Designer, PowerPoint, Excel, Research, Financial Reporting, Business Analysis, Continuous Improvement, Customer Relations, Web Design, Financial Analysis, Competitive Analysis, Writing, Word, Team Leadership, Visual Basic, Usability Testing, Business Strategy, Photoshop, Strategic Planning, Problem Solving, Illustrator, Innovation, Employee Relations, Documentation, Microsoft Office, Adobe Acrobat, Network Administration, Data Analysis, Risk Management, Communications Planning, Presentation Development, Technical Presentations, Development of Training..., Training & Development, Escalation Management, Conflict Resolution, Cross-functional Team..., Organizational Behavior, Process Development, Margin Analysis, Financial Modeling, Technical Writing, Computer Maintenance, Operations Management, Information Technology, Electro-mechanical..., Communication Skills, Information Management, Operating Systems, Computer Repair
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Concentration- Finance Minor: Psychology & Marketing
Seekonk High School 1997 — 2001
Diploma w High Honors & AP Credits
Alecia M. Wojcik, LUTCF, ACS Alecia M. Wojcik, LUTCF, ACS's Merrill Lynch Experience 1992 - 1994
Job Office Manager at Diversified Capital Management, LLC
Industry Financial Services
Experience
Diversified Capital Management November 2004 - Present
Assurant 1997 - 2004
Mutual of Omaha 1994 - 1997
Merrill Lynch 1992 - 1994
Morgan Stanley Smith Barney 1990 - 1992
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Long-term Care, Training, Small Business, Financial Analysis, Mutual Funds, Financial Services, Investments
Education
Bryant & Stratton College 1986 — 1988
Executive Secretarial
C.W. Baker High School 1983 — 1986
Diploma, Spanish and typing
Mohawk Valley Community College
Humanities
Onondaga Community College
Human Services
Diversified Capital Management November 2004 - Present
Assurant 1997 - 2004
Mutual of Omaha 1994 - 1997
Merrill Lynch 1992 - 1994
Morgan Stanley Smith Barney 1990 - 1992
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Long-term Care, Training, Small Business, Financial Analysis, Mutual Funds, Financial Services, Investments
Education
Bryant & Stratton College 1986 — 1988
Executive Secretarial
C.W. Baker High School 1983 — 1986
Diploma, Spanish and typing
Mohawk Valley Community College
Humanities
Onondaga Community College
Human Services
Thomas Young Thomas Young's Merrill Lynch Experience October 1999 - September 2003
Job Director, Global Talent Acquisition Center of Expertise at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation October 2014 - Present
Siemens November 2009 - September 2014
Campbell Soup Company December 2006 - November 2009
Bank of America October 2003 - November 2006
Merrill Lynch October 1999 - September 2003
Covance July 1998 - September 1999
Telcordia Technologies (Bellcore) April 1997 - June 1998
Tekmark Global Solutions December 1996 - March 1997
OHM Remediation Services November 1995 - December 1996
Diedre Moire Corporation August 1992 - November 1995
Skills
Recruiting, Management, Applicant Tracking..., Leadership, Onboarding, Technical Recruiting, Performance Management, Temporary Placement, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Workforce Planning, Change Management, Succession Planning, Employee Relations, Employer Branding, Personnel Management, Executive Search, College Recruiting, Employee Engagement, Interviews, HRIS, Talent Management, Vendor Management, Employee Benefits, Organizational Design, Organizational..., Data Analysis, Metrics, HR Metrics, HR Project Management, HR Transformation, Legal Compliance, Reporting & Analysis, Report Writing, Project Management, Process Improvement, Process Optimization, Global Talent...
Education
Brown University 1988 — 1992
2 B.A.s, Organizational Behavior & Management and Business Economics
VF Corporation October 2014 - Present
Siemens November 2009 - September 2014
Campbell Soup Company December 2006 - November 2009
Bank of America October 2003 - November 2006
Merrill Lynch October 1999 - September 2003
Covance July 1998 - September 1999
Telcordia Technologies (Bellcore) April 1997 - June 1998
Tekmark Global Solutions December 1996 - March 1997
OHM Remediation Services November 1995 - December 1996
Diedre Moire Corporation August 1992 - November 1995
Skills
Recruiting, Management, Applicant Tracking..., Leadership, Onboarding, Technical Recruiting, Performance Management, Temporary Placement, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Workforce Planning, Change Management, Succession Planning, Employee Relations, Employer Branding, Personnel Management, Executive Search, College Recruiting, Employee Engagement, Interviews, HRIS, Talent Management, Vendor Management, Employee Benefits, Organizational Design, Organizational..., Data Analysis, Metrics, HR Metrics, HR Project Management, HR Transformation, Legal Compliance, Reporting & Analysis, Report Writing, Project Management, Process Improvement, Process Optimization, Global Talent...
Education
Brown University 1988 — 1992
2 B.A.s, Organizational Behavior & Management and Business Economics
Daniel Healy Daniel Healy's Merrill Lynch Experience April 2010 - April 2012
Job IT Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
Brittany Schnitta Brittany Schnitta's Merrill Lynch Experience June 2010 - February 2011
Job Associate at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust August 2011 - Present
Cantor Fitzgerald February 2011 - September 2011
Merrill Lynch June 2010 - February 2011
Luciano Barbera June 2009 - August 2009
Regional News Network June 2009 - August 2009
Nestle Waters North America June 2008 - August 2008
Skills
Management, Banking, Tax, Accounting, Accounts Payable, Microsoft Office, QuickBooks, PowerPoint, Microsoft Excel, Portfolio Management, Wealth Management, Insurance
Education
Bryant University 2006 — 2010
B.S., Finance, Marketing, Communications
Fieldpoint Private Bank & Trust August 2011 - Present
Cantor Fitzgerald February 2011 - September 2011
Merrill Lynch June 2010 - February 2011
Luciano Barbera June 2009 - August 2009
Regional News Network June 2009 - August 2009
Nestle Waters North America June 2008 - August 2008
Skills
Management, Banking, Tax, Accounting, Accounts Payable, Microsoft Office, QuickBooks, PowerPoint, Microsoft Excel, Portfolio Management, Wealth Management, Insurance
Education
Bryant University 2006 — 2010
B.S., Finance, Marketing, Communications
AJ Marchionne AJ Marchionne's Merrill Lynch Experience August 2008 - January 2009
Job Insurance Agent
Industry Insurance
Experience
AJ Marchionne Insurance Agency, Inc. January 2010 - Present
Albert J Marchionne Insurance Agency, Inc. January 2010 - Present
South Shore Chamber of Commerce 2009 - 2010
Merrill Lynch August 2008 - January 2009
Skills
Insurance, Series 7, Property & Casualty..., Excel, Word, Condos, Social Media, Commercial Insurance, New Business Development, Online Marketing, Sales, Small Business, Training, Finance, Customer Service, Life Insurance
Education
Bryant University 2003 — 2007
Bachelor of Business Administration, Financial Services
AJ Marchionne Insurance Agency, Inc. January 2010 - Present
Albert J Marchionne Insurance Agency, Inc. January 2010 - Present
South Shore Chamber of Commerce 2009 - 2010
Merrill Lynch August 2008 - January 2009
Skills
Insurance, Series 7, Property & Casualty..., Excel, Word, Condos, Social Media, Commercial Insurance, New Business Development, Online Marketing, Sales, Small Business, Training, Finance, Customer Service, Life Insurance
Education
Bryant University 2003 — 2007
Bachelor of Business Administration, Financial Services
Jay Upadhyay Jay Upadhyay's Merrill Lynch Experience May 2011 - June 2011
Job M&A Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Prism Capital June 2013 - August 2013
Kellogg School of Management June 2012 - August 2012
Merrill Lynch May 2011 - June 2011
Skills
Valuation
Education
Brown University 2013 — 2015
A.B, Economics, 4.0
Northwestern University 2011 — 2012
Economics, 3.96
The London School of Economics and Political Science (LSE)
The Blackstone Group July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Prism Capital June 2013 - August 2013
Kellogg School of Management June 2012 - August 2012
Merrill Lynch May 2011 - June 2011
Skills
Valuation
Education
Brown University 2013 — 2015
A.B, Economics, 4.0
Northwestern University 2011 — 2012
Economics, 3.96
The London School of Economics and Political Science (LSE)
Alexia Drapan Alexia Drapan's Merrill Lynch Experience May 2012 - August 2012
Job Staff Accountant at Samet & Company
Industry Accounting
Experience
Samet & Company August 2013 - Present
Stephen DiChiara, CPA January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Access, Financial Reporting, Financial Accounting, Financial Modeling, Outlook, QuickBooks, Time Management, Customer Service, Auditing
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Samet & Company August 2013 - Present
Stephen DiChiara, CPA January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Access, Financial Reporting, Financial Accounting, Financial Modeling, Outlook, QuickBooks, Time Management, Customer Service, Auditing
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Briel Crespi's Merrill Lynch Experience June 2014 - Present
Job J.P. Morgan Private Bank Global Wealth Management
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Leadership, Social Networking, Business Strategy, Strategic Planning, Outlook, Wealth Management, Risk Management
Education
Brown University 2011 — 2015
International Relations: Political Economy, International Business/Trade/Commerce
Universidad de Granada 2014 — 2014
Spanish, Intensive Spanish
J.P. Morgan July 2015 - Present
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Leadership, Social Networking, Business Strategy, Strategic Planning, Outlook, Wealth Management, Risk Management
Education
Brown University 2011 — 2015
International Relations: Political Economy, International Business/Trade/Commerce
Universidad de Granada 2014 — 2014
Spanish, Intensive Spanish
Taka Harada Taka Harada's Merrill Lynch Experience January 1997 - August 1998
Job CFA, President at Iguazu Systems
Industry Investment Banking
Experience
SMBC Nikko Cordial Securities (as an independent contractor) December 2013 - July 2014
CME (Chicago Mercantile Exchange) (as an independent contractor) January 2013 - May 2013
Calypso Professional Service (as an independent contractor) October 2010 - April 2011
Wells Fargo December 2005 - October 2010
Credit Suisse August 2004 - November 2005
BNP Paribas June 2003 - August 2004
Merrill Lynch January 1997 - August 1998
Fusion Systems Japan 1994 - 1997
Skills
Chartered Financial..., C#, Derivatives, Financial Modeling, Financial Systems, Investment Banking, Java, Microsoft SQL Server, Risk Management, SDLC, SQL, Sybase, Unix, Object Oriented Design, Integration, Options, Databases, XML
Education
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics, Visual Arts
SMBC Nikko Cordial Securities (as an independent contractor) December 2013 - July 2014
CME (Chicago Mercantile Exchange) (as an independent contractor) January 2013 - May 2013
Calypso Professional Service (as an independent contractor) October 2010 - April 2011
Wells Fargo December 2005 - October 2010
Credit Suisse August 2004 - November 2005
BNP Paribas June 2003 - August 2004
Merrill Lynch January 1997 - August 1998
Fusion Systems Japan 1994 - 1997
Skills
Chartered Financial..., C#, Derivatives, Financial Modeling, Financial Systems, Investment Banking, Java, Microsoft SQL Server, Risk Management, SDLC, SQL, Sybase, Unix, Object Oriented Design, Integration, Options, Databases, XML
Education
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics, Visual Arts
Liz Chiang Liz Chiang's Merrill Lynch Experience June 1999 - April 2004
Job Licensed Associate Real Estate Broker, Manhattan
Industry Real Estate
Experience
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Adam Nelson's Merrill Lynch Experience 2006 - 2008
Job Head of Revenue Partnerships at Dropbox
Industry Information Technology and Services
Experience
Dropbox January 2015 - Present
Dropbox August 2012 - December 2014
Twitter July 2011 - September 2011
Javelin Venture Partners June 2011 - July 2011
Lindsay Goldberg August 2008 - July 2010
Merrill Lynch 2006 - 2008
Skills
LBO, Venture Capital, Channel Sales, Channel Strategy, Financial Modeling, Channel Partners, Investment Banking, Start-ups
Education
Stanford Graduate School of Business 2010 — 2012
MBA
Brown University 2002 — 2006
Bachelor's degree, Political Science
Dropbox January 2015 - Present
Dropbox August 2012 - December 2014
Twitter July 2011 - September 2011
Javelin Venture Partners June 2011 - July 2011
Lindsay Goldberg August 2008 - July 2010
Merrill Lynch 2006 - 2008
Skills
LBO, Venture Capital, Channel Sales, Channel Strategy, Financial Modeling, Channel Partners, Investment Banking, Start-ups
Education
Stanford Graduate School of Business 2010 — 2012
MBA
Brown University 2002 — 2006
Bachelor's degree, Political Science
Julia Gromova Zanetti Julia Gromova Zanetti's Merrill Lynch Experience 2000 - 2002
Job
Industry Investment Management
Experience
Zanett Asset Management, Hedge Fund January 2006 - Present
UBS Global Asset Management, Fund of Hedge Funds June 2003 - January 2006
Merrill Lynch 2000 - 2002
Education
Harvard Business School 2003 — 2004
MBA, Finance
Brown University 1996 — 2000
MA/BA, Economics, Business
Zanett Asset Management, Hedge Fund January 2006 - Present
UBS Global Asset Management, Fund of Hedge Funds June 2003 - January 2006
Merrill Lynch 2000 - 2002
Education
Harvard Business School 2003 — 2004
MBA, Finance
Brown University 1996 — 2000
MA/BA, Economics, Business
Robert J. East's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch, West LA Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS Wealth Management February 2010 - June 2015
UBS Wealth Management February 2010 - June 2015
RBC Wealth Management January 2008 - February 2010
Smith Barney September 2006 - November 2007
Smith Barney March 2003 - September 2006
Smith Barney March 2000 - March 2003
Smith Barney March 1997 - March 2000
Coopers & Lybrand May 1995 - March 1997
Skills
Series 7, Equities, Mutual Funds, I hold the following..., My expertise is in..., Wealth Management, Finance, Time Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Securities, Asset Management
Education
Brown University 1992 — 1995
Bachelor of Arts (B.A.), Economics
Merrill Lynch June 2015 - Present
UBS Wealth Management February 2010 - June 2015
UBS Wealth Management February 2010 - June 2015
RBC Wealth Management January 2008 - February 2010
Smith Barney September 2006 - November 2007
Smith Barney March 2003 - September 2006
Smith Barney March 2000 - March 2003
Smith Barney March 1997 - March 2000
Coopers & Lybrand May 1995 - March 1997
Skills
Series 7, Equities, Mutual Funds, I hold the following..., My expertise is in..., Wealth Management, Finance, Time Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Securities, Asset Management
Education
Brown University 1992 — 1995
Bachelor of Arts (B.A.), Economics
Timothy Warburton's Merrill Lynch Experience December 2006 - August 2008
Job Executive Assistant to the President at the AmericanScandinavian Foundation
Industry Museums and Institutions
Experience
American Scandinavian Foundation August 2015 - Present
University of Washington September 2012 - December 2014
Uppsala University Centre for Gender Research August 2013 - May 2014
University of Washington September 2008 - August 2011
Swedish Cultural Center September 2008 - March 2010
Merrill Lynch December 2006 - August 2008
American Scandinavian Foundation June 2006 - December 2006
BarrierFree June 2004 - August 2005
Skills
Translation, Critical Theory, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, C++, English, Swedish, Writing, Higher Education, Qualitative Research, Editing, Teaching
Education
University of Washington 2011 — 2014
Doctor of Philosophy (Ph.D.), Scandinavian Studies, 3.91
University of Washington 2008 — 2011
Master's Degree, Scandinavian Studies, 3.87
Brown University 2002 — 2006
Bachelor's Degree, American Civilizations
Stockholm University 2004 — 2005
The Swedish Program
American Scandinavian Foundation August 2015 - Present
University of Washington September 2012 - December 2014
Uppsala University Centre for Gender Research August 2013 - May 2014
University of Washington September 2008 - August 2011
Swedish Cultural Center September 2008 - March 2010
Merrill Lynch December 2006 - August 2008
American Scandinavian Foundation June 2006 - December 2006
BarrierFree June 2004 - August 2005
Skills
Translation, Critical Theory, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, C++, English, Swedish, Writing, Higher Education, Qualitative Research, Editing, Teaching
Education
University of Washington 2011 — 2014
Doctor of Philosophy (Ph.D.), Scandinavian Studies, 3.91
University of Washington 2008 — 2011
Master's Degree, Scandinavian Studies, 3.87
Brown University 2002 — 2006
Bachelor's Degree, American Civilizations
Stockholm University 2004 — 2005
The Swedish Program
Bryan Bedard's Merrill Lynch Experience August 2009 - February 2010
Job Financial Professional
Industry Financial Services
Experience
Fidelity Investments February 2010 - April 2015
Merrill Lynch August 2009 - February 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - May 2008
Fidelity Investments April 2004 - April 2005
Fidelity Investments August 1998 - April 2004
Skills
Retirement Planning, Investments, Income Planning, Wealth Management, Portfolio Management, Retirement, Retirement Plan..., Retirement Income..., Retirement Savings, Mutual Funds, ETFs, Fixed Income, Fixed Annuities, Variable Annuities, Term Life Insurance, Long-term Customer..., Long-term Care, Equities, Equity Research, Model Portfolios, Legacy Conversion, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Investment Portfolio, Securities, Asset Management, Strategic Financial..., Alternative Investments, Investment Advisory, Investment Strategies, Sales, Financial Services, Series 7, Series 63, 401k
Education
Bryant University
Fidelity Investments February 2010 - April 2015
Merrill Lynch August 2009 - February 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - May 2008
Fidelity Investments April 2004 - April 2005
Fidelity Investments August 1998 - April 2004
Skills
Retirement Planning, Investments, Income Planning, Wealth Management, Portfolio Management, Retirement, Retirement Plan..., Retirement Income..., Retirement Savings, Mutual Funds, ETFs, Fixed Income, Fixed Annuities, Variable Annuities, Term Life Insurance, Long-term Customer..., Long-term Care, Equities, Equity Research, Model Portfolios, Legacy Conversion, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Investment Portfolio, Securities, Asset Management, Strategic Financial..., Alternative Investments, Investment Advisory, Investment Strategies, Sales, Financial Services, Series 7, Series 63, 401k
Education
Bryant University
Andy Griswold, CFP® Andy Griswold, CFP®'s Merrill Lynch Experience November 1987 - January 2000
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2000 - Present
Merrill Lynch November 1987 - January 2000
Education
Brown University 1983 — 1987
Bachelor of Arts (BA), Business/Managerial Economics
RBC Wealth Management 2000 - Present
Merrill Lynch November 1987 - January 2000
Education
Brown University 1983 — 1987
Bachelor of Arts (BA), Business/Managerial Economics
Kay Mutton Kay Mutton's Merrill Lynch Experience September 2001 - September 2008
Job Senior Registered Associate
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Kevin Peel Kevin Peel's Merrill Lynch Experience 2006 - 2007
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, Asset Allocation
Education
Bryant University 1977 — 1981
Bachelor of Science, Business Administration
Wells Fargo Advisors 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, Asset Allocation
Education
Bryant University 1977 — 1981
Bachelor of Science, Business Administration
Henry Bumpus Henry Bumpus's Merrill Lynch Experience June 2014 - August 2014
Job Summer Intern at Merrill Lynch
Industry Financial Services
Experience
Gray Associates, Inc April 2015 - Present
Merrill Lynch June 2014 - August 2014
UBS June 2013 - August 2013
Education
Brown University 2012 — 2016
Gray Associates, Inc April 2015 - Present
Merrill Lynch June 2014 - August 2014
UBS June 2013 - August 2013
Education
Brown University 2012 — 2016
James Wittpenn's Merrill Lynch Experience September 2011 - August 2012
Job Account Executive Global Asset Management at FactSet
Industry Financial Services
Experience
FactSet February 2015 - Present
FactSet Research Systems October 2012 - January 2015
Merrill Lynch September 2011 - August 2012
TRITEC Real Estate Company, Inc. May 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Excel Services, Microsoft Office, Outlook
Education
Brown University 2007 — 2011
BA, Business Economics
FactSet February 2015 - Present
FactSet Research Systems October 2012 - January 2015
Merrill Lynch September 2011 - August 2012
TRITEC Real Estate Company, Inc. May 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Excel Services, Microsoft Office, Outlook
Education
Brown University 2007 — 2011
BA, Business Economics
Alex Perlin Alex Perlin's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Greens Farms Academy August 2011 - January 2012
Morgan Stanley Smith Barney 2006 - 2008
Multex.com 2000 - 2003
Skills
Series 7, Alternative Investments, Investments, Hedge Funds, Strategic Financial..., Asset Allocation, Series 63, Capital Markets, Finance, Financial Modeling, Investment Strategies, Portfolio Management
Education
Brown University 1995 — 1999
BA, Art History
Darien High School
Merrill Lynch September 2014 - Present
Greens Farms Academy August 2011 - January 2012
Morgan Stanley Smith Barney 2006 - 2008
Multex.com 2000 - 2003
Skills
Series 7, Alternative Investments, Investments, Hedge Funds, Strategic Financial..., Asset Allocation, Series 63, Capital Markets, Finance, Financial Modeling, Investment Strategies, Portfolio Management
Education
Brown University 1995 — 1999
BA, Art History
Darien High School
Susan Chiarulli Susan Chiarulli's Merrill Lynch Experience 2007 - 2008
Job VP, Client Relationship Manager
Industry Financial Services
Experience
Leaders in Client Relationship Management in New York Metro Area 2011 - Present
Cammack LaRhette Consulting 2008 - 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2006
Merrill Lynch 2000 - 2001
Merrill Lynch 1997 - 1999
CIGNA 1980 - 1996
Education
Brown University
AB, Applied Math - Economics
Leaders in Client Relationship Management in New York Metro Area 2011 - Present
Cammack LaRhette Consulting 2008 - 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2006
Merrill Lynch 2000 - 2001
Merrill Lynch 1997 - 1999
CIGNA 1980 - 1996
Education
Brown University
AB, Applied Math - Economics
Rich Balkcom Rich Balkcom's Merrill Lynch Experience 1966 - 1974
Job CEO at BAI Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
Neel Ray Neel Ray's Merrill Lynch Experience January 2004 - December 2009
Job Senior Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
Wayne Sammartino Wayne Sammartino's Merrill Lynch Experience August 1989 - Present
Job Vice President , Wealth Management Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch August 1989 - Present
Education
Brown University
Merrill Lynch August 1989 - Present
Education
Brown University
Sunil Kini Sunil Kini's Merrill Lynch Experience 1997 - 1999
Job Director eBusiness Application Development
Industry Insurance
Experience
Plymouth Rock Assurance September 2007 - Present
Priceline.com March 2000 - August 2007
Merrill Lynch 1997 - 1999
Mastech, Inc. July 1996 - December 1997
Skills
Technical Leadership, Management, Architecture, SDLC, Team Building, Architectures, Enterprise Architecture, Spring, SQL, Java, SOA, Designing, Java Enterprise Edition, Web Services, Unix, Architecting, Increase Productivity, Software Development, Enterprise Software, IT Strategy
Education
Bryant University 2010 — 2012
MBA, Business Administration and Management
Project Management Institute 2006 — 2006
PMP
Manipal Institute of Technology 1990 — 1994
B.Tech, Computer Engineering
Plymouth Rock Assurance September 2007 - Present
Priceline.com March 2000 - August 2007
Merrill Lynch 1997 - 1999
Mastech, Inc. July 1996 - December 1997
Skills
Technical Leadership, Management, Architecture, SDLC, Team Building, Architectures, Enterprise Architecture, Spring, SQL, Java, SOA, Designing, Java Enterprise Edition, Web Services, Unix, Architecting, Increase Productivity, Software Development, Enterprise Software, IT Strategy
Education
Bryant University 2010 — 2012
MBA, Business Administration and Management
Project Management Institute 2006 — 2006
PMP
Manipal Institute of Technology 1990 — 1994
B.Tech, Computer Engineering
Beth Petra Rivet Beth Petra Rivet's Merrill Lynch Experience April 2009 - July 2010
Job Vice President at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Craig Garvey, MBA Craig Garvey, MBA's Merrill Lynch Experience February 2010 - June 2010
Job Lead Manager Lending Operations
Industry Financial Services
Experience
GE Capital May 2013 - Present
GE Capital August 2012 - May 2013
GE Capital November 2010 - August 2012
Merrill Lynch February 2010 - June 2010
US Army August 2002 - August 2009
Skills
Financial Modeling, Financial Analysis, Business Process..., Credit, Business Development, Internal Controls, Analysis, Banking, Leadership, Management, Portfolio Management, Process Improvement, Strategy, Investments, Time Management
Education
John F. Welch MBA Sacred Heart University 2009 — 2011
MBA, John Welch School of Business
Bryant University 2002 — 2008
Business Administration, Finance and Economics
GE Capital May 2013 - Present
GE Capital August 2012 - May 2013
GE Capital November 2010 - August 2012
Merrill Lynch February 2010 - June 2010
US Army August 2002 - August 2009
Skills
Financial Modeling, Financial Analysis, Business Process..., Credit, Business Development, Internal Controls, Analysis, Banking, Leadership, Management, Portfolio Management, Process Improvement, Strategy, Investments, Time Management
Education
John F. Welch MBA Sacred Heart University 2009 — 2011
MBA, John Welch School of Business
Bryant University 2002 — 2008
Business Administration, Finance and Economics
Ana Carolina Varela's Merrill Lynch Experience June 2008 - August 2008
Job Law Clerk at White & Case
Industry Law Practice
Experience
White & Case LLP September 2015 - Present
United States Court of Appeals for the Second Circuit January 2015 - May 2015
United States District Court for the Southern District of New York September 2014 - December 2014
White & Case LLP May 2014 - July 2014
DLA Piper June 2013 - July 2013
Bilzin Sumberg July 2011 - July 2012
Dominican Republic Pavilion, Shanghai Expo 2010 April 2010 - July 2010
Florida-China Association November 2009 - April 2010
A1 Procurement, LLC October 2009 - April 2010
Merrill Lynch June 2008 - August 2008
Skills
Legal Writing, Research, Legal Research, Social Media, Public Speaking, Microsoft Office, Nonprofits, Litigation, Event Planning, Corporate Law
Education
Columbia Law School 2012 — 2015
Doctor of Law (J.D.)
Brown University 2005 — 2009
Bachelor of Arts (B.A.), History
Carrollton School of the Sacred Heart 1993 — 2009
High School Diploma
White & Case LLP September 2015 - Present
United States Court of Appeals for the Second Circuit January 2015 - May 2015
United States District Court for the Southern District of New York September 2014 - December 2014
White & Case LLP May 2014 - July 2014
DLA Piper June 2013 - July 2013
Bilzin Sumberg July 2011 - July 2012
Dominican Republic Pavilion, Shanghai Expo 2010 April 2010 - July 2010
Florida-China Association November 2009 - April 2010
A1 Procurement, LLC October 2009 - April 2010
Merrill Lynch June 2008 - August 2008
Skills
Legal Writing, Research, Legal Research, Social Media, Public Speaking, Microsoft Office, Nonprofits, Litigation, Event Planning, Corporate Law
Education
Columbia Law School 2012 — 2015
Doctor of Law (J.D.)
Brown University 2005 — 2009
Bachelor of Arts (B.A.), History
Carrollton School of the Sacred Heart 1993 — 2009
High School Diploma
Mimi Nazin's Merrill Lynch Experience December 2007 - September 2008
Job Project Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
Barclays Capital October 2008 - December 2009
Merrill Lynch December 2007 - September 2008
Merrill Lynch January 2006 - December 2007
Merill Lynch July 2003 - January 2006
Skills
Trading Systems, Trading, Fixed Income, Credit Derivatives, Market Data, Derivatives, Project Management, Electronic Trading
Education
Brown University 1994 — 1998
Bachelor of Science, Applied Mathematics & Economics
Indiana University Bloomington
Barclays Capital January 2010 - Present
Barclays Capital October 2008 - December 2009
Merrill Lynch December 2007 - September 2008
Merrill Lynch January 2006 - December 2007
Merill Lynch July 2003 - January 2006
Skills
Trading Systems, Trading, Fixed Income, Credit Derivatives, Market Data, Derivatives, Project Management, Electronic Trading
Education
Brown University 1994 — 1998
Bachelor of Science, Applied Mathematics & Economics
Indiana University Bloomington
William Gardner's Merrill Lynch Experience July 1997 - April 2006
Job Founder / CEO C*NECT LLC
Industry Financial Services
Experience
CNECT, LLC December 2011 - Present
Nomura June 2010 - December 2011
AllianceBernstein April 2006 - July 2010
Merrill Lynch July 1997 - April 2006
Fidelity Investments 1994 - 1997
Skills
Data Warehousing, Product Control, Business Intelligence, Supply Chain Management, General Ledger, Financial Control, Web Development, Software Project..., Department Management, Relational Databases, Budget Management, Financial Systems, Strategic Financial..., Informatica, ETL, Financial Services, Budgets, Sourcing, Capital Markets, Wealth Management, Team Leadership, Technological Innovation, Business Process..., Strategic Planning, Six Sigma, CMM, Analysis, Financial Audits, Risk Management, SDLC, Management, Trading Systems, Databases, Program Management, Management Consulting, Derivatives, Project Management, Business Analysis, Equities, Strategy, Finance, Leadership, Enterprise Software, Vendor Management, Analytics, IT Strategy
Education
Brown University 1988 — 1992
B.A., Economics, Engineering
CNECT, LLC December 2011 - Present
Nomura June 2010 - December 2011
AllianceBernstein April 2006 - July 2010
Merrill Lynch July 1997 - April 2006
Fidelity Investments 1994 - 1997
Skills
Data Warehousing, Product Control, Business Intelligence, Supply Chain Management, General Ledger, Financial Control, Web Development, Software Project..., Department Management, Relational Databases, Budget Management, Financial Systems, Strategic Financial..., Informatica, ETL, Financial Services, Budgets, Sourcing, Capital Markets, Wealth Management, Team Leadership, Technological Innovation, Business Process..., Strategic Planning, Six Sigma, CMM, Analysis, Financial Audits, Risk Management, SDLC, Management, Trading Systems, Databases, Program Management, Management Consulting, Derivatives, Project Management, Business Analysis, Equities, Strategy, Finance, Leadership, Enterprise Software, Vendor Management, Analytics, IT Strategy
Education
Brown University 1988 — 1992
B.A., Economics, Engineering
Jennifer D'Erasmo's Merrill Lynch Experience May 2005 - August 2005
Job Acquisitions Analyst at Zamir Equities
Industry Real Estate
Experience
Zamir Equities June 2007 - Present
Merrill Lynch May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Education
Brown University 2003 — 2007
Zamir Equities June 2007 - Present
Merrill Lynch May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Education
Brown University 2003 — 2007
Eren Rosenfeld's Merrill Lynch Experience December 2005 - February 2009
Job Leadership Development
Industry Financial Services
Experience
BlackRock January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch December 2005 - February 2009
Accenture 1992 - 2005
Andersen Consulting 1992 - 2000
Education
Brown University 1988 — 1992
Nightingale-Bamford 1978 — 1988
BlackRock January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch December 2005 - February 2009
Accenture 1992 - 2005
Andersen Consulting 1992 - 2000
Education
Brown University 1988 — 1992
Nightingale-Bamford 1978 — 1988
Paul Giblin's Merrill Lynch Experience February 2002 - August 2007
Job Investment & Insurance Planning
Industry Financial Services
Experience
Santander Investment Securities Inc November 2012 - Present
HSBC Securities June 2009 - September 2012
Trade Manage Capital March 2008 - April 2009
Merrill Lynch February 2002 - August 2007
Skills
Investments, Mutual Funds, Insurance, Hedge Funds, Wealth Management..., Retirement, Finance, Trading, High Net Worth..., Series 7, Wealth Management, Disability Insurance, Equities, Series 63, Asset Management
Education
Brown University 1995 — 1999
Business Economics & Organizational and Behavior Management
The Hotchkiss School 1993 — 1995
Bergen Catholic 1992 — 1993
Santander Investment Securities Inc November 2012 - Present
HSBC Securities June 2009 - September 2012
Trade Manage Capital March 2008 - April 2009
Merrill Lynch February 2002 - August 2007
Skills
Investments, Mutual Funds, Insurance, Hedge Funds, Wealth Management..., Retirement, Finance, Trading, High Net Worth..., Series 7, Wealth Management, Disability Insurance, Equities, Series 63, Asset Management
Education
Brown University 1995 — 1999
Business Economics & Organizational and Behavior Management
The Hotchkiss School 1993 — 1995
Bergen Catholic 1992 — 1993
Ana Montesano's Merrill Lynch Experience September 2004 - May 2005
Job Senior Analyst, Financial Planning & Analysis at The Economist
Industry Airlines/Aviation
Experience
The Economist March 2014 - Present
JetBlue Airways May 2010 - March 2014
The Dannon Company December 2009 - May 2010
JetBlue Airways October 2006 - December 2009
Vertrue May 2005 - October 2006
Merrill Lynch September 2004 - May 2005
ICON International 2001 - 2005
Skills
Forecasting, Financial Modeling, Microsoft Excel, PowerPoint, Strategic Planning, Financial Analysis, Marketing Strategy, Data Analysis, Analysis, Account Management, Process Improvement, Finance, Business Development, Analytics, Business Planning, Management, Budgets, Variance Analysis
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor, Finance
Bryant University 2000 — 2002
Finance
Stamford High School 1996 — 2000
The Economist March 2014 - Present
JetBlue Airways May 2010 - March 2014
The Dannon Company December 2009 - May 2010
JetBlue Airways October 2006 - December 2009
Vertrue May 2005 - October 2006
Merrill Lynch September 2004 - May 2005
ICON International 2001 - 2005
Skills
Forecasting, Financial Modeling, Microsoft Excel, PowerPoint, Strategic Planning, Financial Analysis, Marketing Strategy, Data Analysis, Analysis, Account Management, Process Improvement, Finance, Business Development, Analytics, Business Planning, Management, Budgets, Variance Analysis
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor, Finance
Bryant University 2000 — 2002
Finance
Stamford High School 1996 — 2000
Jim Duer's Merrill Lynch Experience September 1992 - Present
Job Vice President Systems & Operations at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1992 - Present
Skills
Business Analysis, Financial Services, SDLC, SharePoint, Program Management, Vendor Management, IT Strategy, Portfolio Management, Process Improvement, Risk Management, PMO, Enterprise Architecture, Disaster Recovery, Project Management, Microsoft SQL Server, SQL, Relationship Management, Securities, Series 7, Software Development
Education
Bryant University
Merrill Lynch September 1992 - Present
Skills
Business Analysis, Financial Services, SDLC, SharePoint, Program Management, Vendor Management, IT Strategy, Portfolio Management, Process Improvement, Risk Management, PMO, Enterprise Architecture, Disaster Recovery, Project Management, Microsoft SQL Server, SQL, Relationship Management, Securities, Series 7, Software Development
Education
Bryant University
Brantly Harris's Merrill Lynch Experience 2003 - 2007
Job Programmer/Analyst at Hedge Fund
Industry Investment Banking
Experience
Hedge Fund September 2008 - Present
Lehman Brothers September 2007 - September 2008
Merrill Lynch 2003 - 2007
Education
Brown University 2003 — 2007
BA, Computer Science, Minor in Finance
Columbia University - Columbia Business School
Masters, Financial Engineering
University of Pennsylvania
Summer Program
Hedge Fund September 2008 - Present
Lehman Brothers September 2007 - September 2008
Merrill Lynch 2003 - 2007
Education
Brown University 2003 — 2007
BA, Computer Science, Minor in Finance
Columbia University - Columbia Business School
Masters, Financial Engineering
University of Pennsylvania
Summer Program
Elliott Jones's Merrill Lynch Experience January 2007 - December 2008
Job Research Team Lead Global Recruiting at Guidepoint
Industry Financial Services
Experience
Guidepoint May 2015 - Present
Guidepoint August 2014 - May 2015
Guidepoint August 2013 - August 2014
Guidepoint Global October 2012 - July 2013
Samba Energy November 2009 - October 2012
Merrill Lynch January 2007 - December 2008
Deutsche Bank October 2006 - December 2006
Skills
Client Services, Leadership, Relationship Managment, Alternative Investments, Hedge Funds, Investments, Emerging Markets, Equities, Financial Modeling, Market Research, Private Equity, Capital Markets, Investment Strategies, Portfolio Management, Strategic Planning, Venture Capital, Customer Relations, Mutual Funds, Direct Sales, Fixed Income, Bonds, Industrial Research, Energy Research, Securities, Asset Allocation, Wealth Management, Asset Managment, Retirement Planning, Client Development, Series 63, Investment Advisory, Recruiting, Research
Education
Brown University 2002 — 2006
BA, International Relations
Universidad de Sevilla 2004 — 2005
Brooks School
St. Davids
Guidepoint May 2015 - Present
Guidepoint August 2014 - May 2015
Guidepoint August 2013 - August 2014
Guidepoint Global October 2012 - July 2013
Samba Energy November 2009 - October 2012
Merrill Lynch January 2007 - December 2008
Deutsche Bank October 2006 - December 2006
Skills
Client Services, Leadership, Relationship Managment, Alternative Investments, Hedge Funds, Investments, Emerging Markets, Equities, Financial Modeling, Market Research, Private Equity, Capital Markets, Investment Strategies, Portfolio Management, Strategic Planning, Venture Capital, Customer Relations, Mutual Funds, Direct Sales, Fixed Income, Bonds, Industrial Research, Energy Research, Securities, Asset Allocation, Wealth Management, Asset Managment, Retirement Planning, Client Development, Series 63, Investment Advisory, Recruiting, Research
Education
Brown University 2002 — 2006
BA, International Relations
Universidad de Sevilla 2004 — 2005
Brooks School
St. Davids
jim ratigan's Merrill Lynch Experience July 1991 - August 2009
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2009 - Present
Merrill Lynch July 1991 - August 2009
Education
Brown University 1987 — 1991
Deutsche Bank August 2009 - Present
Merrill Lynch July 1991 - August 2009
Education
Brown University 1987 — 1991
Megan Costa's Merrill Lynch Experience 2002 - 2002
Job Director, Business Development at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments June 2013 - Present
SL Capital Partners 2009 - June 2013
Bank of America 2006 - 2009
Banc of America Investments 2002 - 2006
Merrill Lynch 2002 - 2002
Skills
Wealth Management, Portfolio Management, Securities, Alternative Investments, Investments, Hedge Funds, Capital Markets, Private Equity, Investment Strategies, Asset Management, Fixed Income, Wealth Management..., Series 63, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 7, Fund Of Funds, Private Banking
Education
Brown University
Standard Life Investments June 2013 - Present
SL Capital Partners 2009 - June 2013
Bank of America 2006 - 2009
Banc of America Investments 2002 - 2006
Merrill Lynch 2002 - 2002
Skills
Wealth Management, Portfolio Management, Securities, Alternative Investments, Investments, Hedge Funds, Capital Markets, Private Equity, Investment Strategies, Asset Management, Fixed Income, Wealth Management..., Series 63, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 7, Fund Of Funds, Private Banking
Education
Brown University
Paul DeSanctis's Merrill Lynch Experience 2000 - 2003
Job Audit Director at Citigroup
Industry Banking
Experience
Citigroup April 2010 - Present
TD Bank 2008 - April 2010
Commerce Bancorp 2003 - 2008
Merrill Lynch 2000 - 2003
First Union 1998 - 2000
CoreStates Bank 1994 - 1998
Skills
PMP, CISA, CAMS, ATP
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1997 — 1999
BBA, Management
Brown University 1987 — 1988
Citigroup April 2010 - Present
TD Bank 2008 - April 2010
Commerce Bancorp 2003 - 2008
Merrill Lynch 2000 - 2003
First Union 1998 - 2000
CoreStates Bank 1994 - 1998
Skills
PMP, CISA, CAMS, ATP
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1997 — 1999
BBA, Management
Brown University 1987 — 1988
Daniel Moos's Merrill Lynch Experience June 2008 - January 2009
Job Director of Operations and Finance, eLearning Initiative, Bryant University
Industry Higher Education
Experience
Bryant University September 2014 - Present
Convergent Capital Consultants 2009 - Present
Merrill Lynch June 2008 - January 2009
Bowdoin College July 2004 - June 2008
Skills
Higher Education..., Leadership, Project Management, Operations Management, Project Planning, Business Planning, Financial Analysis, Accounting, Budgets, Distance Learning, Nonprofits, Public Speaking
Education
University of Rhode Island - College of Business Administration 2010 — 2012
Master of Science, Accounting
University at Buffalo 1994 — 2003
PhD, English
Brown University 1985 — 1988
Bachelor of Arts, Geological Sciences
Bryant University September 2014 - Present
Convergent Capital Consultants 2009 - Present
Merrill Lynch June 2008 - January 2009
Bowdoin College July 2004 - June 2008
Skills
Higher Education..., Leadership, Project Management, Operations Management, Project Planning, Business Planning, Financial Analysis, Accounting, Budgets, Distance Learning, Nonprofits, Public Speaking
Education
University of Rhode Island - College of Business Administration 2010 — 2012
Master of Science, Accounting
University at Buffalo 1994 — 2003
PhD, English
Brown University 1985 — 1988
Bachelor of Arts, Geological Sciences
Inna Kapilevich's Merrill Lynch Experience June 2006 - August 2006
Job PhD Candidate at Columbia University
Industry Higher Education
Experience
Columbia University September 2011 - Present
Queens Gateway to Health Sciences February 2011 - June 2011
Stuyvesant High School September 2010 - January 2011
Goldman Sachs July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Statistics, Research, Data Analysis
Education
Columbia University in the City of New York 2011 — 2016
MA, PhD candidate, Russian Literature
City University of New York 2009 — 2011
Masters, English Education (Secondary)
Brown University
AB, Business Economics
Stuyvesant High School 1999 — 2003
Columbia University September 2011 - Present
Queens Gateway to Health Sciences February 2011 - June 2011
Stuyvesant High School September 2010 - January 2011
Goldman Sachs July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Statistics, Research, Data Analysis
Education
Columbia University in the City of New York 2011 — 2016
MA, PhD candidate, Russian Literature
City University of New York 2009 — 2011
Masters, English Education (Secondary)
Brown University
AB, Business Economics
Stuyvesant High School 1999 — 2003
Ed Devaney's Merrill Lynch Experience 1981 - 2005
Job Owner, FASTSIGNS of Cherry Hill, NJ
Industry Printing
Experience
FASTSIGNS of Cherry Hill 2013 - Present
Devaney Consulting LLC 2009 - 2012
Fairleigh Dickinson University 2005 - 2007
Merrill Lynch 1981 - 2005
Education
Fairleigh Dickinson University-Metropolitan Campus 2005 — 2007
Financial Planning Certification Program
Bryant University 1977 — 1981
BS, Business Administration, Accounting
FASTSIGNS of Cherry Hill 2013 - Present
Devaney Consulting LLC 2009 - 2012
Fairleigh Dickinson University 2005 - 2007
Merrill Lynch 1981 - 2005
Education
Fairleigh Dickinson University-Metropolitan Campus 2005 — 2007
Financial Planning Certification Program
Bryant University 1977 — 1981
BS, Business Administration, Accounting
Derrick Oswald's Merrill Lynch Experience August 1996 - June 2002
Job Director at SEI
Industry Financial Services
Experience
SEI September 2013 - Present
Morgan Stanley Alternative Investment Partners August 2006 - September 2013
Capmark Investments LP June 2004 - August 2006
CMS Companies June 2002 - June 2004
Merrill Lynch August 1996 - June 2002
Skills
Alternative Investments, Private Equity, Fund Of Funds, RFP Generation, Fund Accounting, Financial Services, Financial Analysis, Investments, Back Office, Finance, Financial Accounting, Financial Reporting, Separately Managed..., Fund Administration, Accounting, Account Reconciliation, Securities, Capital Markets, Financial Markets, Investment Strategies, Asset Management, Performance Analysis, Performance Measurement, Investment Management
Education
Rider University 1999 — 2002
MBA
Bryant University 1992 — 1996
SEI September 2013 - Present
Morgan Stanley Alternative Investment Partners August 2006 - September 2013
Capmark Investments LP June 2004 - August 2006
CMS Companies June 2002 - June 2004
Merrill Lynch August 1996 - June 2002
Skills
Alternative Investments, Private Equity, Fund Of Funds, RFP Generation, Fund Accounting, Financial Services, Financial Analysis, Investments, Back Office, Finance, Financial Accounting, Financial Reporting, Separately Managed..., Fund Administration, Accounting, Account Reconciliation, Securities, Capital Markets, Financial Markets, Investment Strategies, Asset Management, Performance Analysis, Performance Measurement, Investment Management
Education
Rider University 1999 — 2002
MBA
Bryant University 1992 — 1996
Trina Ward Fontaine's Merrill Lynch Experience 1995 - 1996
Job Senior Project Manager Greater New York Chapter at Cystic Fibrosis Foundation
Industry Nonprofit Organization Management
Experience
Cystic Fibrosis Foundation May 2010 - Present
Junior League of Northern Westchester June 2002 - June 2010
Lehman Brothers Inc. August 1998 - February 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1992 - 1995
Merrill Lynch 1991 - 1992
Skadden Arps 1989 - 1991
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Business Economics
Cystic Fibrosis Foundation May 2010 - Present
Junior League of Northern Westchester June 2002 - June 2010
Lehman Brothers Inc. August 1998 - February 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1992 - 1995
Merrill Lynch 1991 - 1992
Skadden Arps 1989 - 1991
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Business Economics
Miles Draycott's Merrill Lynch Experience 2002 - 2006
Job Risk Management Executive
Industry Financial Services
Experience
Independent Consultant 2013 - Present
StormHarbour Securities 2009 - 2013
Verum Asset Management 2007 - 2009
Merrill Lynch 2002 - 2006
Deutsche Bank 1995 - 1999
SBCM 1989 - 1995
Skills
Hedge Funds, Structured Products, Capital Markets, Derivatives, Fixed Income, Bonds, Structured Finance, Trading, Options, Portfolio Management, Securitization, Risk Management, Financial Risk, Swaps
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1977 — 1981
BA, History, Mathematics
Independent Consultant 2013 - Present
StormHarbour Securities 2009 - 2013
Verum Asset Management 2007 - 2009
Merrill Lynch 2002 - 2006
Deutsche Bank 1995 - 1999
SBCM 1989 - 1995
Skills
Hedge Funds, Structured Products, Capital Markets, Derivatives, Fixed Income, Bonds, Structured Finance, Trading, Options, Portfolio Management, Securitization, Risk Management, Financial Risk, Swaps
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1977 — 1981
BA, History, Mathematics
Erica Tachera Calise's Merrill Lynch Experience August 1987 - August 1990
Job Director, Government and Corporate Marketing
Industry Business Supplies and Equipment
Experience
Sharp Electronics February 1991 - Present
Merrill Lynch August 1987 - August 1990
Skills
B2B, Multi-channel Marketing, Product Launch, Competitive Analysis, Direct Sales, Product Marketing, Consumer Electronics, Sales, Sales Process, Solution Selling, Managed Print Services, Product Management, Account Management, Sales Operations, Marketing Communications, Lead Generation, Strategic Partnerships, Market Planning, B2B Marketing, Document Imaging, Marketing Management, New Business Development, Contract Negotiation, Sales Management, Product Development, Salesforce.com, Market Research, Go-to-market Strategy, Pricing, Advertising, Cold Calling, Digital Marketing, Strategy, Marketing Strategy, Strategic Planning, Business Development, Key Account Management, Sales Presentations, Brand Management, Channel Partners, Forecasting, Cross-functional Team..., Online Marketing, Channel, Integrated Marketing, Marketing, Selling, Product Lifecycle..., Major Accounts, Photocopier
Education
Brown University
Political Science and Government
McClatchy High School
Cal Middle School
Sharp Electronics February 1991 - Present
Merrill Lynch August 1987 - August 1990
Skills
B2B, Multi-channel Marketing, Product Launch, Competitive Analysis, Direct Sales, Product Marketing, Consumer Electronics, Sales, Sales Process, Solution Selling, Managed Print Services, Product Management, Account Management, Sales Operations, Marketing Communications, Lead Generation, Strategic Partnerships, Market Planning, B2B Marketing, Document Imaging, Marketing Management, New Business Development, Contract Negotiation, Sales Management, Product Development, Salesforce.com, Market Research, Go-to-market Strategy, Pricing, Advertising, Cold Calling, Digital Marketing, Strategy, Marketing Strategy, Strategic Planning, Business Development, Key Account Management, Sales Presentations, Brand Management, Channel Partners, Forecasting, Cross-functional Team..., Online Marketing, Channel, Integrated Marketing, Marketing, Selling, Product Lifecycle..., Major Accounts, Photocopier
Education
Brown University
Political Science and Government
McClatchy High School
Cal Middle School
David Slates's Merrill Lynch Experience May 1991 - November 1994
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Slates Wealth Management Group of Wells Fargo Advisors September 2007 - Present
UBS Wealth Management July 1998 - September 2007
Merrill Lynch May 1991 - November 1994
Skills
Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Planning, Securities, Strategy, Capital Markets, Fixed Income, Business Strategy, Investment Strategies, Valuation, Equities, Financial Services, Retirement Planning
Education
Brown University 1987 — 1991
BA, Organizational Behavior/Political Science
Worthington High School 1983 — 1994
University of California, Berkeley, Haas School of Business 2004 — 2004
Certified Investment Management Analyst Certification, Investments and Securities
Slates Wealth Management Group of Wells Fargo Advisors September 2007 - Present
UBS Wealth Management July 1998 - September 2007
Merrill Lynch May 1991 - November 1994
Skills
Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Planning, Securities, Strategy, Capital Markets, Fixed Income, Business Strategy, Investment Strategies, Valuation, Equities, Financial Services, Retirement Planning
Education
Brown University 1987 — 1991
BA, Organizational Behavior/Political Science
Worthington High School 1983 — 1994
University of California, Berkeley, Haas School of Business 2004 — 2004
Certified Investment Management Analyst Certification, Investments and Securities
Sam Brewer's Merrill Lynch Experience June 2000 - May 2002
Job Principal at Merion Investment Partners
Industry Investment Management
Experience
Merion Investment Partners September 2004 - Present
AT&T June 2003 - August 2003
Merrill Lynch June 2000 - May 2002
Merrill Lynch May 1998 - May 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Brown University 1994 — 1998
BA, Classics
Merion Investment Partners September 2004 - Present
AT&T June 2003 - August 2003
Merrill Lynch June 2000 - May 2002
Merrill Lynch May 1998 - May 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Brown University 1994 — 1998
BA, Classics
Carl Seligson's Merrill Lynch Experience 1971 - 1987
Job Chairman of UTILITY FINANCIAL EXPERTS
Industry Utilities
Experience
Utility Financial Experts 2009 - Present
Carnegie Hill Tower 2005 - 2012
GF Energy, LLC 2002 - 2009
Edison Electric Institute 2002 - 2009
energyLeader.com 2000 - 2001
Accenture Inc. / Andersen Consulting LLP 1996 - 2000
Prudential Securities 1994 - 1997
Kidder Peabody 1987 - 1990
Merrill Lynch 1971 - 1987
Skills
Smart Grid, Renewable Energy, Energy Efficiency, Strategic Planning, Management Consulting, Environmental Policy, Mergers, Due Diligence, Mergers & Acquisitions, Energy, Financial Analysis, Energy Policy, Electric Power, Business Development, Program Management, Analysis, Policy Analysis, Financial Modeling, Electricity Markets, Strategy, Power Generation, Natural Gas, Energy Markets, Demand Response, Investments, Finance, Alternative Energy, Commodity Markets, Smart Metering, Solar Energy, Nuclear, Start-ups, Climate Change, Energy Management, Legislation, Policy, Environmental Awareness, Legislative Relations, Management, Public Policy, Risk Management, Photovoltaics, Sustainable Energy, Sustainability, Project Finance, Wind, Economics, Energy Industry, Cleantech, Power Plants
Education
Brown University 1952 — 1956
A.B., Economics
Horace Mann School 1948 — 1952
High School/Secondary Diplomas and Certificates
Utility Financial Experts 2009 - Present
Carnegie Hill Tower 2005 - 2012
GF Energy, LLC 2002 - 2009
Edison Electric Institute 2002 - 2009
energyLeader.com 2000 - 2001
Accenture Inc. / Andersen Consulting LLP 1996 - 2000
Prudential Securities 1994 - 1997
Kidder Peabody 1987 - 1990
Merrill Lynch 1971 - 1987
Skills
Smart Grid, Renewable Energy, Energy Efficiency, Strategic Planning, Management Consulting, Environmental Policy, Mergers, Due Diligence, Mergers & Acquisitions, Energy, Financial Analysis, Energy Policy, Electric Power, Business Development, Program Management, Analysis, Policy Analysis, Financial Modeling, Electricity Markets, Strategy, Power Generation, Natural Gas, Energy Markets, Demand Response, Investments, Finance, Alternative Energy, Commodity Markets, Smart Metering, Solar Energy, Nuclear, Start-ups, Climate Change, Energy Management, Legislation, Policy, Environmental Awareness, Legislative Relations, Management, Public Policy, Risk Management, Photovoltaics, Sustainable Energy, Sustainability, Project Finance, Wind, Economics, Energy Industry, Cleantech, Power Plants
Education
Brown University 1952 — 1956
A.B., Economics
Horace Mann School 1948 — 1952
High School/Secondary Diplomas and Certificates
Corinna Bordewieck's Merrill Lynch Experience September 2005 - July 2007
Job Data analysis consultant with World Bank
Industry International Affairs
Experience
The World Bank June 2013 - Present
Economist Intelligence Unit March 2013 - March 2014
Last Mile Health (Tiyatien Health) June 2012 - November 2012
Roubini Global Economics December 2010 - June 2012
B&M Consultancy 2011 - 2011
Bank of America-Merrill Lynch 2009 - 2010
Merrill Lynch September 2005 - July 2007
Trace Foundation 2001 - 2003
Chinese Academy of Sciences 2000 - 2001
Skills
Policy Analysis, Macroeconomics, Economics, Emerging Markets, Econometrics, Quantitative Analytics, Research, Fixed Income, Qualitative Research, Economic Research, Bloomberg Terminal, Derivatives, International..., Policy, Stata, Data Analysis, Frontier Markets, Statistics, International Economics, Management, International Relations, Economic Development, Political Risk Analysis, Public Policy, Foreign Policy, Analysis, Qualitative Data...
Education
CFA Institute 2014 — 2014
Passed Level I of the CFA Program
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs, International Finance and Economic Policy
Brown University 1996 — 2000
Bachelor of Arts, Physics
The World Bank June 2013 - Present
Economist Intelligence Unit March 2013 - March 2014
Last Mile Health (Tiyatien Health) June 2012 - November 2012
Roubini Global Economics December 2010 - June 2012
B&M Consultancy 2011 - 2011
Bank of America-Merrill Lynch 2009 - 2010
Merrill Lynch September 2005 - July 2007
Trace Foundation 2001 - 2003
Chinese Academy of Sciences 2000 - 2001
Skills
Policy Analysis, Macroeconomics, Economics, Emerging Markets, Econometrics, Quantitative Analytics, Research, Fixed Income, Qualitative Research, Economic Research, Bloomberg Terminal, Derivatives, International..., Policy, Stata, Data Analysis, Frontier Markets, Statistics, International Economics, Management, International Relations, Economic Development, Political Risk Analysis, Public Policy, Foreign Policy, Analysis, Qualitative Data...
Education
CFA Institute 2014 — 2014
Passed Level I of the CFA Program
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs, International Finance and Economic Policy
Brown University 1996 — 2000
Bachelor of Arts, Physics
Luciano Cintron's Merrill Lynch Experience 1998 - 2006
Job Chief Operating Officer at Davidsohn Global Technologies
Industry Computer Software
Experience
Davidsohn Global Technologies August 2006 - Present
The Davidsohn Group August 2006 - December 2008
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Merrill Lynch August 1986 - August 2004
Price Waterhouse January 1982 - July 1986
PriceWaterhouse 1982 - 1986
Skills
Equities, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Trading, Portfolio Management, Investment Banking, Risk Management, Series 7, Securities Lending, Equity Trading, Financial Services, Program Management, Financial Risk, Trading Systems, Executive Management, Options, Market Data, Governance, Finance, Back Office, Fixed Income, Middle Office, Asset Management, Banking, Electronic Trading, Management, Management Consulting, IT Strategy, Strategy, Mutual Funds
Education
Brown University
Davidsohn Global Technologies August 2006 - Present
The Davidsohn Group August 2006 - December 2008
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Merrill Lynch August 1986 - August 2004
Price Waterhouse January 1982 - July 1986
PriceWaterhouse 1982 - 1986
Skills
Equities, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Trading, Portfolio Management, Investment Banking, Risk Management, Series 7, Securities Lending, Equity Trading, Financial Services, Program Management, Financial Risk, Trading Systems, Executive Management, Options, Market Data, Governance, Finance, Back Office, Fixed Income, Middle Office, Asset Management, Banking, Electronic Trading, Management, Management Consulting, IT Strategy, Strategy, Mutual Funds
Education
Brown University
Junn Leano's Merrill Lynch Experience March 2004 - June 2004
Job Risk Management
Industry Capital Markets
Experience
Optiver US LLC July 2011 - Present
Optiver Europe November 2008 - July 2011
ABN AMRO Bank N.V. August 2006 - November 2008
Standard Bank Group August 2004 - August 2006
Deutsche Bank July 2004 - October 2004
Merrill Lynch March 2004 - June 2004
Deloitte May 2002 - January 2004
Skills
Derivatives, Financial Reporting, Capital Markets, Litigation, Trading, Risk Management, Equities, Stakeholder Management, AML, Fixed Income, Banking, Equity Derivatives, Operational Risk..., Operational Risk, Business Analysis, Electronic Trading
Education
Brunel University 1997 — 2001
Master of Science (MS), Information Systems
Optiver US LLC July 2011 - Present
Optiver Europe November 2008 - July 2011
ABN AMRO Bank N.V. August 2006 - November 2008
Standard Bank Group August 2004 - August 2006
Deutsche Bank July 2004 - October 2004
Merrill Lynch March 2004 - June 2004
Deloitte May 2002 - January 2004
Skills
Derivatives, Financial Reporting, Capital Markets, Litigation, Trading, Risk Management, Equities, Stakeholder Management, AML, Fixed Income, Banking, Equity Derivatives, Operational Risk..., Operational Risk, Business Analysis, Electronic Trading
Education
Brunel University 1997 — 2001
Master of Science (MS), Information Systems
Anthony Evangelista's Merrill Lynch Experience November 1989 - May 1990
Job AVP Trading/Tech at Banc of America Investments
Industry Financial Services
Experience
Banc of America Investments May 2000 - Present
Bank of America 2000 - Present
Quick & Reilly May 2000 - September 2004
Merrill Lynch November 1989 - May 1990
Education
Bryant University 1986 — 1990
BS/BA, Accounting/Finanace
Banc of America Investments May 2000 - Present
Bank of America 2000 - Present
Quick & Reilly May 2000 - September 2004
Merrill Lynch November 1989 - May 1990
Education
Bryant University 1986 — 1990
BS/BA, Accounting/Finanace
J David Enriquez's Merrill Lynch Experience 2007 - 2009
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild 2012 - Present
Rothschild 2010 - 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2006
Bear Stearns March 2004 - October 2005
Education
Brown University
AB
Columbia Law School
JD
Princeton University
MPA, International Relations
Rothschild 2012 - Present
Rothschild 2010 - 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2006
Bear Stearns March 2004 - October 2005
Education
Brown University
AB
Columbia Law School
JD
Princeton University
MPA, International Relations
Chip Virnig's Merrill Lynch Experience July 2006 - July 2008
Job Principal at Thoma Bravo, LLC
Industry Venture Capital & Private Equity
Experience
Thoma Bravo, LLC August 2008 - Present
Merrill Lynch July 2006 - July 2008
Education
Brown University 2002 — 2006
B.A., Double Major - Magna Cum Laude: Business Economics / Commerce, Organizations and Entrepreneurship
Bellarmine College Preparatory 1999 — 2002
The London School of Economics and Political Science (LSE)
Business Strategy & International Business
Thoma Bravo, LLC August 2008 - Present
Merrill Lynch July 2006 - July 2008
Education
Brown University 2002 — 2006
B.A., Double Major - Magna Cum Laude: Business Economics / Commerce, Organizations and Entrepreneurship
Bellarmine College Preparatory 1999 — 2002
The London School of Economics and Political Science (LSE)
Business Strategy & International Business
Diane Yeutter Rothberg's Merrill Lynch Experience October 2007 - Present
Job First Vice President/ Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Merrill Lynch October 2007 - Present
Education
Brown University 1979 — 1983
BA, International Relations
Stifel Financial Corp. March 2015 - Present
Merrill Lynch October 2007 - Present
Education
Brown University 1979 — 1983
BA, International Relations
Richard Dupuis's Merrill Lynch Experience January 2005 - Present
Job Senior Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Nicholas St.George CRPC®'s Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
LPL July 2010 - June 2012
UBS Wealth Management May 2009 - July 2010
Banc of America Investments May 2008 - May 2009
Banc of America Investments September 2005 - May 2008
Investors Bank & Trust June 2005 - September 2005
Skills
Wealth Management, Retirement Income..., Retirement Planning
Education
Bryant University 2001 — 2005
Bachelors, Finance
Mount Saint Charles 1995 — 2001
Merrill Lynch June 2012 - Present
LPL July 2010 - June 2012
UBS Wealth Management May 2009 - July 2010
Banc of America Investments May 2008 - May 2009
Banc of America Investments September 2005 - May 2008
Investors Bank & Trust June 2005 - September 2005
Skills
Wealth Management, Retirement Income..., Retirement Planning
Education
Bryant University 2001 — 2005
Bachelors, Finance
Mount Saint Charles 1995 — 2001
Thomas Pickens's Merrill Lynch Experience 1980 - 1992
Job Managing Director at Fulcrum Capital LLC
Industry Airlines/Aviation
Experience
Fulcrum Capital LLC 1993 - Present
D'Accord Management Services 1991 - 1993
Merrill Lynch 1980 - 1992
Skills
Aircraft, Airlines
Education
Brown University
BA, Philosophy
Fulcrum Capital LLC 1993 - Present
D'Accord Management Services 1991 - 1993
Merrill Lynch 1980 - 1992
Skills
Aircraft, Airlines
Education
Brown University
BA, Philosophy
Stephen J. DiCarlo's Merrill Lynch Experience June 1985 - Present
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1985 - Present
Skills
Wealth Management, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Financial Services, Mutual Funds, High Net Worth..., Retirement Planning, Investment Strategies, Securities, Wealth Management..., Retirement, Uniform Combined State..., Series 65, Investments, Series 63, Fixed Income, Asset Allocation
Education
Brown University 1977 — 1981
Merrill Lynch June 1985 - Present
Skills
Wealth Management, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Financial Services, Mutual Funds, High Net Worth..., Retirement Planning, Investment Strategies, Securities, Wealth Management..., Retirement, Uniform Combined State..., Series 65, Investments, Series 63, Fixed Income, Asset Allocation
Education
Brown University 1977 — 1981
Syed Jafer Hasnain's Merrill Lynch Experience May 1992 - February 1994
Job Member, Board of Directors at Asian American Institute
Industry Financial Services
Experience
Lifeline Assets Member, Board of DirectorsAsian American InstituteJanuary 2011 - Present
Therapeutic Proteins Inc. 2010 - Present
Human Development Foundation of North America 2008 - Present
Alliance Capital Management 1994 - 2008
AllianceBernstein 1994 - 2008
Merrill Lynch May 1992 - February 1994
Citibank - Citibank Select Investments June 1991 - May 1992
Goldman Sachs 1986 - 1988
Skills
Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Equity Research, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Emerging Markets, Due Diligence, Securities, Entrepreneurship, Investment Strategies, Corporate Development, Investment Banking, Executive Management, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Finance, Fixed Income, Funding, Asset Management
Education
Stanford University Graduate School of Business 1989 — 1991
PhD - ABD, Business
University of Cambridge 1988 — 1989
M.Phil., Finance
Brown University 1983 — 1986
Sc.B., Computer Science
The Johns Hopkins University 1982 — 1983
B.Sc., EECS
Lifeline Assets Member, Board of DirectorsAsian American InstituteJanuary 2011 - Present
Therapeutic Proteins Inc. 2010 - Present
Human Development Foundation of North America 2008 - Present
Alliance Capital Management 1994 - 2008
AllianceBernstein 1994 - 2008
Merrill Lynch May 1992 - February 1994
Citibank - Citibank Select Investments June 1991 - May 1992
Goldman Sachs 1986 - 1988
Skills
Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Equity Research, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Emerging Markets, Due Diligence, Securities, Entrepreneurship, Investment Strategies, Corporate Development, Investment Banking, Executive Management, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Finance, Fixed Income, Funding, Asset Management
Education
Stanford University Graduate School of Business 1989 — 1991
PhD - ABD, Business
University of Cambridge 1988 — 1989
M.Phil., Finance
Brown University 1983 — 1986
Sc.B., Computer Science
The Johns Hopkins University 1982 — 1983
B.Sc., EECS
Brad Hendrick's Merrill Lynch Experience 1989 - 2004
Job Consultant at Nomura
Industry Financial Services
Experience
Nomura June 2009 - Present
SAC Capital May 2007 - May 2009
Private Client Resources 2005 - 2006
Merrill Lynch 1989 - 2004
Chemical Bank 1987 - 1989
Dillon Read Capital Management 1986 - 1987
Skills
Fixed Income, Alternative Investments, Equities, Asset Management, Investments
Education
Bryant University 1978 — 1982
B.S., Finance
Nomura June 2009 - Present
SAC Capital May 2007 - May 2009
Private Client Resources 2005 - 2006
Merrill Lynch 1989 - 2004
Chemical Bank 1987 - 1989
Dillon Read Capital Management 1986 - 1987
Skills
Fixed Income, Alternative Investments, Equities, Asset Management, Investments
Education
Bryant University 1978 — 1982
B.S., Finance
Christopher Bouley's Merrill Lynch Experience March 2008 - March 2015
Job Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Merrill Lynch March 2008 - March 2015
WNRI 1380 AM 2000 - 2015
Morgan Stanley Smith Barney March 2000 - March 2008
Textron Financial 1988 - 1999
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Uniform Combined State..., Retirement, Investments, Municipal Bonds, Series 63, Separately Managed..., Hedge Funds, Asset Managment, 401k Rollovers, Financial Modeling, Asset Allocation, Alternative Investments, Wealth Management, Wealth Management..., Financial Analysis, Investment Advisory, Finance, Fixed Income, Asset Management, Financial Advisory, High Net Worth..., Mortgage Lending, IRAs, Insurance, Credit, Loans, Commercial Banking, Credit Analysis, Valuation, Estate Planning, Securities, Relationship Management, Commercial Lending, Financial Planning, Series 24, Banking, Bonds, 401k, Investment Management, Series 65, Investment Strategies, Corporate Finance, Due Diligence, Small Business Lending, FINRA
Education
Bryant University 1982 — 1991
Certificate of Advanced Graduate Studies, Finance, Management and Accounting
UBS Wealth Management March 2015 - Present
Merrill Lynch March 2008 - March 2015
WNRI 1380 AM 2000 - 2015
Morgan Stanley Smith Barney March 2000 - March 2008
Textron Financial 1988 - 1999
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Uniform Combined State..., Retirement, Investments, Municipal Bonds, Series 63, Separately Managed..., Hedge Funds, Asset Managment, 401k Rollovers, Financial Modeling, Asset Allocation, Alternative Investments, Wealth Management, Wealth Management..., Financial Analysis, Investment Advisory, Finance, Fixed Income, Asset Management, Financial Advisory, High Net Worth..., Mortgage Lending, IRAs, Insurance, Credit, Loans, Commercial Banking, Credit Analysis, Valuation, Estate Planning, Securities, Relationship Management, Commercial Lending, Financial Planning, Series 24, Banking, Bonds, 401k, Investment Management, Series 65, Investment Strategies, Corporate Finance, Due Diligence, Small Business Lending, FINRA
Education
Bryant University 1982 — 1991
Certificate of Advanced Graduate Studies, Finance, Management and Accounting
Ari Kavour's Merrill Lynch Experience April 2005 - May 2009
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley October 2009 - March 2012
Merrill Lynch April 2005 - May 2009
Goldman Sachs 1994 - 2005
Skills
Fixed Income, Capital Markets, Counterparty Risk, Investment Banking, Bonds, Interest Rate..., Equities, Hedge Funds, Derivatives, Structured Products, Bloomberg, MBS, Trading, Series 7, Credit Derivatives, Securities, Securitization, Alternative Investments, Swaps, Structured Finance, Options, ABS, CDS, High Yield, Equity Derivatives, CDO, CMBS, Financial Structuring, Middle Office, Hedging
Education
Stanford University 1993 — 1994
M. Sc., Engineering Economic Systems
Brown University 1989 — 1993
Sc. B. & B.A, Computer Science & Economics
Athens College 1981 — 1989
High School Diploma focused on Mathematics, High School/Secondary Diplomas and Certificates
Wells Fargo Securities May 2012 - Present
Morgan Stanley October 2009 - March 2012
Merrill Lynch April 2005 - May 2009
Goldman Sachs 1994 - 2005
Skills
Fixed Income, Capital Markets, Counterparty Risk, Investment Banking, Bonds, Interest Rate..., Equities, Hedge Funds, Derivatives, Structured Products, Bloomberg, MBS, Trading, Series 7, Credit Derivatives, Securities, Securitization, Alternative Investments, Swaps, Structured Finance, Options, ABS, CDS, High Yield, Equity Derivatives, CDO, CMBS, Financial Structuring, Middle Office, Hedging
Education
Stanford University 1993 — 1994
M. Sc., Engineering Economic Systems
Brown University 1989 — 1993
Sc. B. & B.A, Computer Science & Economics
Athens College 1981 — 1989
High School Diploma focused on Mathematics, High School/Secondary Diplomas and Certificates
Megan Sinkus's Merrill Lynch Experience November 2004 - December 2008
Job VP, Risk Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
Katie Lovelace's Merrill Lynch Experience January 2007 - January 2008
Job Owner / President at Moonbird Design
Industry Computer Networking
Experience
Moonbird Design January 2008 - Present
Merrill Lynch January 2007 - January 2008
Skills
Customer Service, Advertising, Social Media, Marketing, Microsoft Office
Education
Brown University 2004 — 2006
Economics, Economics
Moonbird Design January 2008 - Present
Merrill Lynch January 2007 - January 2008
Skills
Customer Service, Advertising, Social Media, Marketing, Microsoft Office
Education
Brown University 2004 — 2006
Economics, Economics
Trevor Mottl's Merrill Lynch Experience February 2004 - December 2007
Job Portfolio Manager at GLG Partners
Industry Financial Services
Experience
GLG Partners April 2014 - Present
Susquehanna International Group May 2010 - April 2014
Goldman Sachs December 2007 - May 2010
Merrill Lynch February 2004 - December 2007
Credit Suisse First Boston June 1999 - February 2004
Skills
Equities, Fixed Income, Hedge Funds, Strategy, Capital Markets, Derivatives, Options, Valuation, Global Macro, Emerging Markets, Alternative Investments, Portfolio Optimization, Risk Management, Equity Derivatives, Trading
Education
Brown University 1994 — 1998
Bachelor of Science (B.S.), Biochemistry
GLG Partners April 2014 - Present
Susquehanna International Group May 2010 - April 2014
Goldman Sachs December 2007 - May 2010
Merrill Lynch February 2004 - December 2007
Credit Suisse First Boston June 1999 - February 2004
Skills
Equities, Fixed Income, Hedge Funds, Strategy, Capital Markets, Derivatives, Options, Valuation, Global Macro, Emerging Markets, Alternative Investments, Portfolio Optimization, Risk Management, Equity Derivatives, Trading
Education
Brown University 1994 — 1998
Bachelor of Science (B.S.), Biochemistry
Martha Benyam's Merrill Lynch Experience 2000 - 2001
Job Vice President, Strategy & Business Development at Starz LLC
Industry Entertainment
Experience
Starz LLC June 2012 - Present
AOL 2005 - 2010
HBO 2004 - 2004
Merrill Lynch 2000 - 2001
Skills
Strategy, Business Strategy, Business Development, Strategic Partnerships, Content Acquisitions, Television, New Media Strategy, Digital Media, Digital Strategy, International Business, Business Planning, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Brown University
Bachelor of Arts (BA)
Starz LLC June 2012 - Present
AOL 2005 - 2010
HBO 2004 - 2004
Merrill Lynch 2000 - 2001
Skills
Strategy, Business Strategy, Business Development, Strategic Partnerships, Content Acquisitions, Television, New Media Strategy, Digital Media, Digital Strategy, International Business, Business Planning, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Brown University
Bachelor of Arts (BA)
Stavros Tamvakakis's Merrill Lynch Experience June 2007 - December 2009
Job Management Consulting
Industry Management Consulting
Experience
The Boston Consulting Group September 2012 - Present
Merrill Lynch June 2007 - December 2009
Skills
Financial Modeling, Management Consulting, Valuation, Private Equity, Corporate Development, Corporate Finance, Emerging Markets, Due Diligence, Strategy, Business Strategy, Market Entry, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Project Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Brown University 2003 — 2007
B.Sc, Applied Mathematics - Economics
The Boston Consulting Group September 2012 - Present
Merrill Lynch June 2007 - December 2009
Skills
Financial Modeling, Management Consulting, Valuation, Private Equity, Corporate Development, Corporate Finance, Emerging Markets, Due Diligence, Strategy, Business Strategy, Market Entry, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Project Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Brown University 2003 — 2007
B.Sc, Applied Mathematics - Economics
Yohan Minaya's Merrill Lynch Experience August 2007 - August 2009
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore January 2014 - Present
Evercore Partners August 2009 - December 2013
Merrill Lynch August 2007 - August 2009
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, M&A experience, Emerging Markets, Corporate Finance, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Youth Mentoring, Financial Analysis, Due Diligence, Equities, Investments
Education
Brown University
Evercore January 2014 - Present
Evercore Partners August 2009 - December 2013
Merrill Lynch August 2007 - August 2009
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, M&A experience, Emerging Markets, Corporate Finance, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Youth Mentoring, Financial Analysis, Due Diligence, Equities, Investments
Education
Brown University
Lianne Merchant's Merrill Lynch Experience January 1998 - December 1998
Job Managing Partner Cortlandt Partners, Ltd.
Industry Real Estate
Experience
Cortlandt Partners, Ltd. April 2012 - Present
RiverOak Investment Corp March 2011 - April 2012
RAIT Securities, LLC January 2010 - February 2011
Thayer Hotel Investors Fund V April 2008 - December 2009
ParkHill Real Estate Group/ The Blackstone Group April 2006 - November 2007
iStar Financial April 2000 - December 2003
Merrill Lynch January 1998 - December 1998
GE Capital February 1993 - April 1994
GE Capital February 1992 - February 1993
GE May 1989 - February 1992
Skills
Real Estate, Due Diligence, Capital Markets, Investments, Asset Management, Valuation, Real Estate Economics, Private Equity, Alternative Investments, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Portfolio Management, Investment Banking, Investor Relations
Education
Brown University
AB, Science, Mathematics and Education
Columbia University - Columbia Business School
MBA, Real Estate Finance and Finance
Cortlandt Partners, Ltd. April 2012 - Present
RiverOak Investment Corp March 2011 - April 2012
RAIT Securities, LLC January 2010 - February 2011
Thayer Hotel Investors Fund V April 2008 - December 2009
ParkHill Real Estate Group/ The Blackstone Group April 2006 - November 2007
iStar Financial April 2000 - December 2003
Merrill Lynch January 1998 - December 1998
GE Capital February 1993 - April 1994
GE Capital February 1992 - February 1993
GE May 1989 - February 1992
Skills
Real Estate, Due Diligence, Capital Markets, Investments, Asset Management, Valuation, Real Estate Economics, Private Equity, Alternative Investments, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Portfolio Management, Investment Banking, Investor Relations
Education
Brown University
AB, Science, Mathematics and Education
Columbia University - Columbia Business School
MBA, Real Estate Finance and Finance
Chris Long's Merrill Lynch Experience September 2010 - December 2012
Job Partner at KPMG
Industry Financial Services
Experience
KPMG October 2014 - Present
KPMG January 2013 - Present
Merrill Lynch September 2010 - December 2012
Bank of America Merrill Lynch August 2007 - November 2010
Merrill Lynch January 2005 - August 2007
Accenture August 1995 - December 2004
Skills
Capital Markets, IT Strategy, Risk Management, Project Management, Trading Systems, PMO, Portfolio Management, Management, Leadership, Integration, Investment Banking, Banking, Business Analysis, Business Transformation, Emerging Markets, Equities, Financial Services, Derivatives, Finance, Fixed Income, Governance, Management Consulting, SDLC
Education
Brunel University London 1991 — 1995
B. Eng Hons, Engineering & Management
KPMG October 2014 - Present
KPMG January 2013 - Present
Merrill Lynch September 2010 - December 2012
Bank of America Merrill Lynch August 2007 - November 2010
Merrill Lynch January 2005 - August 2007
Accenture August 1995 - December 2004
Skills
Capital Markets, IT Strategy, Risk Management, Project Management, Trading Systems, PMO, Portfolio Management, Management, Leadership, Integration, Investment Banking, Banking, Business Analysis, Business Transformation, Emerging Markets, Equities, Financial Services, Derivatives, Finance, Fixed Income, Governance, Management Consulting, SDLC
Education
Brunel University London 1991 — 1995
B. Eng Hons, Engineering & Management
Edward Damutz's Merrill Lynch Experience July 1967 - June 2002
Job Retired
Industry Financial Services
Experience
Merrill Lynch July 1967 - June 2002
Merrill Lynch July 1967 - June 2001
Education
Brown University 1952 — 1958
AB, Economics
Wilbur Cross HS 1949 — 1952
Merrill Lynch July 1967 - June 2002
Merrill Lynch July 1967 - June 2001
Education
Brown University 1952 — 1958
AB, Economics
Wilbur Cross HS 1949 — 1952
Margaret Hay's Merrill Lynch Experience May 2015 - Present
Job Private Wealth Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Alan Cole's Merrill Lynch Experience March 2000 - June 2001
Job Financial Services
Industry Financial Services
Experience
SunTrust Bank November 2013 - May 2015
TIAA-CREF July 2001 - October 2013
Merrill Lynch March 2000 - June 2001
McKesson Health Solutions January 1998 - February 2000
North General Hospital June 1995 - August 1997
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Insurance, Capital Markets, Financial Planners, Investment Banking, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management..., Finance, Financial Analysis, Financial Planning, Investment Advisory, Financial Services, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
MBA, Financial Planning & Finance
Brown University 1991 — 1995
BA, BioMed - Health Care
SunTrust Bank November 2013 - May 2015
TIAA-CREF July 2001 - October 2013
Merrill Lynch March 2000 - June 2001
McKesson Health Solutions January 1998 - February 2000
North General Hospital June 1995 - August 1997
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Insurance, Capital Markets, Financial Planners, Investment Banking, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management..., Finance, Financial Analysis, Financial Planning, Investment Advisory, Financial Services, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
MBA, Financial Planning & Finance
Brown University 1991 — 1995
BA, BioMed - Health Care
Richard Meister's Merrill Lynch Experience March 2003 - January 2009
Job Public Finance Investment Banker
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch January 2009 - April 2014
Merrill Lynch March 2003 - January 2009
Walnut Creek Advisors, LLC June 2001 - March 2003
eBondTrade October 1999 - June 2001
Goldman Sachs December 1980 - September 1999
Smith Barney Harris Upham & Co. May 1979 - December 1980
Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Business Development, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Structured Finance, Structured Products, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Healthcare
Brown University 1971 — 1975
Public Policy
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch January 2009 - April 2014
Merrill Lynch March 2003 - January 2009
Walnut Creek Advisors, LLC June 2001 - March 2003
eBondTrade October 1999 - June 2001
Goldman Sachs December 1980 - September 1999
Smith Barney Harris Upham & Co. May 1979 - December 1980
Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Business Development, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Structured Finance, Structured Products, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Healthcare
Brown University 1971 — 1975
Public Policy
Hyo-won (John) Ahn's Merrill Lynch Experience June 2000 - September 2006
Job Quant at Citigroup
Industry Financial Services
Experience
Citigroup October 2006 - Present
Merrill Lynch June 2000 - September 2006
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
MS, Computational Finance
Brown University 1987 — 1993
Ph D, Economics
Seoul National University 1978 — 1982
BA/MA, Economics
Citigroup October 2006 - Present
Merrill Lynch June 2000 - September 2006
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
MS, Computational Finance
Brown University 1987 — 1993
Ph D, Economics
Seoul National University 1978 — 1982
BA/MA, Economics
Boyoun Choi's Merrill Lynch Experience June 2006 - August 2006
Job PhD student at UCLA Anderson School of Management
Industry Higher Education
Experience
UCLA Anderson School of Management September 2010 - Present
Oracle July 2007 - May 2010
Brown University 2004 - 2007
Merrill Lynch June 2006 - August 2006
Skills
Data Analysis, Algorithms, Research, Matlab, Statistics, Python, R, Java, LaTeX
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2015
PhD, Operations Management
Brown University 2003 — 2007
Bachelor of Science (BSc), Applied Math-Computer Science
Northfield Mount Hermon School
UCLA Anderson School of Management September 2010 - Present
Oracle July 2007 - May 2010
Brown University 2004 - 2007
Merrill Lynch June 2006 - August 2006
Skills
Data Analysis, Algorithms, Research, Matlab, Statistics, Python, R, Java, LaTeX
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2015
PhD, Operations Management
Brown University 2003 — 2007
Bachelor of Science (BSc), Applied Math-Computer Science
Northfield Mount Hermon School
Christina Leighton's Merrill Lynch Experience 1997 - 1999
Job Sales Coordinator at Intac Actuarial Services, Inc.
Industry Financial Services
Experience
Intac Actuarial Services, Inc. November 2013 - Present
Merrill Lynch 1997 - 1999
Morgan Stanley 1992 - 1996
Chase 1990 - 1992
Skills
Financial Analysis, Banking, Risk Management, Capital Markets, Finance, Sales, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance
Intac Actuarial Services, Inc. November 2013 - Present
Merrill Lynch 1997 - 1999
Morgan Stanley 1992 - 1996
Chase 1990 - 1992
Skills
Financial Analysis, Banking, Risk Management, Capital Markets, Finance, Sales, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance
Anshu Vaish's Merrill Lynch Experience May 2008 - August 2008
Job Executive Director at WaterWalla
Industry Philanthropy
Experience
WaterWalla June 2009 - Present
WaterWalla March 2012 - Present
NABsys October 2009 - August 2010
Rhode Island Department of Corrections October 2009 - August 2010
Betaspring May 2009 - August 2009
Children's Hospital of Los Angeles, Department of Hematology-Oncology May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
University of Southern California October 2005 - March 2006
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Economics, Data Analysis, Market Research, Business Strategy, Leadership, Team Management, Negotiation, Business Planning, Analysis, Entrepreneurship, Strategic Planning, Marketing Strategy, Start-ups, Business Development, New Business Development, Team Building, Social Entrepreneurship, Nonprofits, Strategy
Education
Brown University Alpert School of Medicine 2012 — 2016
Doctor of Medicine (MD)
Brown University 2008 — 2012
BA, Economics
WaterWalla June 2009 - Present
WaterWalla March 2012 - Present
NABsys October 2009 - August 2010
Rhode Island Department of Corrections October 2009 - August 2010
Betaspring May 2009 - August 2009
Children's Hospital of Los Angeles, Department of Hematology-Oncology May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
University of Southern California October 2005 - March 2006
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Economics, Data Analysis, Market Research, Business Strategy, Leadership, Team Management, Negotiation, Business Planning, Analysis, Entrepreneurship, Strategic Planning, Marketing Strategy, Start-ups, Business Development, New Business Development, Team Building, Social Entrepreneurship, Nonprofits, Strategy
Education
Brown University Alpert School of Medicine 2012 — 2016
Doctor of Medicine (MD)
Brown University 2008 — 2012
BA, Economics
Jeff Haydock's Merrill Lynch Experience 2007 - 2008
Job President + CEO at ecoCFO, the only outsourced CFO dedicated to the energy and environmental industry
Industry Renewables & Environment
Experience
ecoCFO, LLC April 2013 - Present
PurEmulsion, LLC January 2012 - May 2013
The Waterline Companies February 2009 - February 2013
Morgan Stanley Smith Barney 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Alternative Energy, Business Planning, Financial Analysis, Recruiting, Renewable Energy, Cleantech, Solar Energy, Energy, New Business Development, Sustainability, Start-ups, Strategic Partnerships, Investments, Business Development, Mergers & Acquisitions, Strategy, Leadership, Strategic Planning, Management, Finance
Education
Bryant University
Bachelors, Finance and Economics
ecoCFO, LLC April 2013 - Present
PurEmulsion, LLC January 2012 - May 2013
The Waterline Companies February 2009 - February 2013
Morgan Stanley Smith Barney 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Alternative Energy, Business Planning, Financial Analysis, Recruiting, Renewable Energy, Cleantech, Solar Energy, Energy, New Business Development, Sustainability, Start-ups, Strategic Partnerships, Investments, Business Development, Mergers & Acquisitions, Strategy, Leadership, Strategic Planning, Management, Finance
Education
Bryant University
Bachelors, Finance and Economics
Luis G. Cisneros Willson's Merrill Lynch Experience July 2014 - January 2015
Job Director and Partner at Access Educational Consulting
Industry Financial Services
Experience
Access Educational Consulting January 2015 - Present
Merrill Lynch July 2014 - January 2015
RBA Capital December 2013 - April 2014
Mymemoree May 2013 - December 2013
Group Delos January 2010 - December 2011
Breakthrough Collaborative June 2009 - July 2009
BearPaw Tutors LLC September 2008 - December 2008
Skills
Financial Analysis, Business Strategy, Financial Modeling, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Start-ups, Entrepreneurship, Due Diligence, Business Planning, Business Development, Strategy, Microsoft Excel, Management Consulting, Investments, Private Equity, Finance, Venture Capital, Strategic Financial..., Economics, Negotiation, Analytics, Strategic Consulting, Real Estate, Alternative Investments, Spanish, Team Leadership, Market Analysis, Analysis, Competitive Analysis, Sales, Strategic Partnerships, Blogging, Market Research, E-commerce, Leadership, Teaching, Fundraising, Valuation, Corporate Development
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
Ransom Everglades 2002 — 2006
High School, American History (United States), 9,10,11, and 12
Ransom Everglades Middle School 2000 — 2002
NA, American History (United States), 7 and 8
Eaglebrook School 1999 — 2000
NA, Classical History, First Form (7th)
Access Educational Consulting January 2015 - Present
Merrill Lynch July 2014 - January 2015
RBA Capital December 2013 - April 2014
Mymemoree May 2013 - December 2013
Group Delos January 2010 - December 2011
Breakthrough Collaborative June 2009 - July 2009
BearPaw Tutors LLC September 2008 - December 2008
Skills
Financial Analysis, Business Strategy, Financial Modeling, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Start-ups, Entrepreneurship, Due Diligence, Business Planning, Business Development, Strategy, Microsoft Excel, Management Consulting, Investments, Private Equity, Finance, Venture Capital, Strategic Financial..., Economics, Negotiation, Analytics, Strategic Consulting, Real Estate, Alternative Investments, Spanish, Team Leadership, Market Analysis, Analysis, Competitive Analysis, Sales, Strategic Partnerships, Blogging, Market Research, E-commerce, Leadership, Teaching, Fundraising, Valuation, Corporate Development
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
Ransom Everglades 2002 — 2006
High School, American History (United States), 9,10,11, and 12
Ransom Everglades Middle School 2000 — 2002
NA, American History (United States), 7 and 8
Eaglebrook School 1999 — 2000
NA, Classical History, First Form (7th)
Patrick Keegan's Merrill Lynch Experience January 1991 - August 1997
Job Complex Director at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
Melissa Giglio's Merrill Lynch Experience June 2011 - March 2013
Job Investment Adviser Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group May 2014 - Present
Merrill Lynch June 2011 - March 2013
Bank of America March 2008 - June 2011
Education
Bryant and Stratton College
AAS, Marketing/Management
University at Buffalo
Marketing/Management
The Legend Group May 2014 - Present
Merrill Lynch June 2011 - March 2013
Bank of America March 2008 - June 2011
Education
Bryant and Stratton College
AAS, Marketing/Management
University at Buffalo
Marketing/Management
Alexis Bello's Merrill Lynch Experience July 2013 - Present
Job Financial Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Thomson Reuters January 2011 - January 2011
Vineyard Vines June 2009 - July 2009
Banco de Crédito BCP June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Investments, Market Research, Economics, Wealth Management, Investment Strategies
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Finance
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Thomson Reuters January 2011 - January 2011
Vineyard Vines June 2009 - July 2009
Banco de Crédito BCP June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Investments, Market Research, Economics, Wealth Management, Investment Strategies
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Finance
Frederic Sherrill's Merrill Lynch Experience 1997 - 2002
Job Principal at Flatiron Advisors
Industry Banking
Experience
Flatiron Advisors Regional Sales ManagerPNCJanuary 2003 - November 2004
Merrill Lynch 1997 - 2002
Education
Brown University 1975 — 1978
Flatiron Advisors Regional Sales ManagerPNCJanuary 2003 - November 2004
Merrill Lynch 1997 - 2002
Education
Brown University 1975 — 1978
Chris Gaudet's Merrill Lynch Experience June 2006 - August 2006
Job Internal Auditor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Nicholas Fair's Merrill Lynch Experience September 2010 - January 2011
Job Student at Brown University
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Chad Barnes's Merrill Lynch Experience April 2013 - Present
Job VP Central Supervision Principal
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch June 2008 - April 2013
Skills
Series 7, Asset Allocation, Fixed Income, Securities, Series 63, Mutual Funds, Investments, Equities, FINRA, Uniform Combined State..., Series 65, Options, Bonds, Trading, Wealth Management..., IRAs, Investment Advisory, Relationship Management
Education
Bryant University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2013 - Present
Merrill Lynch June 2008 - April 2013
Skills
Series 7, Asset Allocation, Fixed Income, Securities, Series 63, Mutual Funds, Investments, Equities, FINRA, Uniform Combined State..., Series 65, Options, Bonds, Trading, Wealth Management..., IRAs, Investment Advisory, Relationship Management
Education
Bryant University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Catherine Montagino's Merrill Lynch Experience May 2012 - August 2012
Job Banquet Server at The Pond House
Industry Financial Services
Experience
The Pond House May 2012 - Present
Merrill Lynch May 2012 - August 2012
Prudential February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Finance Major, Psychology Minor, 3.39
Conard High School 2005 — 2009
College Preparatory, High School Diploma, 3.55
The Pond House May 2012 - Present
Merrill Lynch May 2012 - August 2012
Prudential February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Finance Major, Psychology Minor, 3.39
Conard High School 2005 — 2009
College Preparatory, High School Diploma, 3.55
James Ahn's Merrill Lynch Experience 1999 - 2000
Job Counsel at Senator Jack Reed
Industry Legislative Office
Experience
Senator Jack Reed January 2010 - Present
Senator Amy Klobuchar April 2009 - January 2010
Congressman Lloyd Doggett September 2008 - March 2009
Hillary Clinton for President 2007 - 2008
WilmerHale 2006 - 2007
Simpson Thacher & Bartlett LLP 2004 - 2006
Merrill Lynch 1999 - 2000
Skills
Politics, Legislative Policy, Community Outreach, Legal Research, Public Speaking, Policy Analysis, Spanish, Public Policy, Strategic Communications, Community Development, Speech Writing, Legislative Relations, Public Relations, Political Science
Education
Columbia University School of Law 2001 — 2004
Doctor of Law (J.D.)
Brown University 1995 — 1999
Bachelor of Arts (B.A.), Economics and Political Science
Senator Jack Reed January 2010 - Present
Senator Amy Klobuchar April 2009 - January 2010
Congressman Lloyd Doggett September 2008 - March 2009
Hillary Clinton for President 2007 - 2008
WilmerHale 2006 - 2007
Simpson Thacher & Bartlett LLP 2004 - 2006
Merrill Lynch 1999 - 2000
Skills
Politics, Legislative Policy, Community Outreach, Legal Research, Public Speaking, Policy Analysis, Spanish, Public Policy, Strategic Communications, Community Development, Speech Writing, Legislative Relations, Public Relations, Political Science
Education
Columbia University School of Law 2001 — 2004
Doctor of Law (J.D.)
Brown University 1995 — 1999
Bachelor of Arts (B.A.), Economics and Political Science
Bill Rackley's Merrill Lynch Experience July 2003 - October 2006
Job Director Investments at Integral Investment Advisors
Industry Investment Management
Experience
Integral Investment Advisors February 2009 - Present
Citi- Smith Barney October 2006 - March 2009
Merrill Lynch July 2003 - October 2006
Education
Brown University
Bachelor of Arts (B.A.), Business/Managerial Economics
The Peddie School, New Jersey
Integral Investment Advisors February 2009 - Present
Citi- Smith Barney October 2006 - March 2009
Merrill Lynch July 2003 - October 2006
Education
Brown University
Bachelor of Arts (B.A.), Business/Managerial Economics
The Peddie School, New Jersey
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank