Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Sarah Perlman Sarah Perlman's Merrill Lynch Experience September 2010 - December 2010
Job Equity Capital Markets at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
Andrew Rutherford Andrew Rutherford's Merrill Lynch Experience June 2006 - August 2006
Job Corporate Banking Relationship Manager, V.P. at PNC
Industry Financial Services
Experience
PNC November 2012 - Present
PNC January 2008 - November 2012
PNC September 2007 - January 2008
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Financial Analysis, Underwriting, Relationship Management, Commercial Lending
Education
Bucknell University 2003 — 2007
Business Administration, Management
PNC November 2012 - Present
PNC January 2008 - November 2012
PNC September 2007 - January 2008
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Financial Analysis, Underwriting, Relationship Management, Commercial Lending
Education
Bucknell University 2003 — 2007
Business Administration, Management
Blake Sturcke Blake Sturcke's Merrill Lynch Experience 1997 - 1999
Job Strategic Clean Energy Finance Executive
Industry Renewables & Environment
Experience
Encore Redevelopment 2015 - Present
Turning Earth 2010 - Present
Yale University School of Management April 2015 - Present
Columbia University March 2015 - Present
Bucknell University March 2014 - Present
118 Capital 2014 - Present
Deutsche Bank 2006 - 2008
Morgan Stanley 1999 - 2006
Merrill Lynch 1997 - 1999
Morgan Stanley 1994 - 1996
Skills
Corporate Development, Corporate Finance, Emerging Markets, Capital Markets, Investment Banking, Renewable Energy, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Strategy, Financial Modeling, Start-ups, Equities, Management, Valuation, Sustainability..., Cleantech, Investments, Mergers, Fixed Income, Strategic Partnerships, Leadership, Business Planning, Sustainability, IPO, Equity Capital Markets, Hedge Funds, Executive Management, M&A experience, Divestitures, Financial Analysis, Private Placements, Acquisition Integration, Business Valuation, Restructuring, LBO, Strategic Planning, Business Development, Entrepreneurship, Finance, CFOs, Corporate FP&A, Cash Management, finan, financial, renewa, corporate develop, Guest Lecturing
Education
Columbia Business School 1996 — 1998
MBA, Finance
Bucknell University 1989 — 1993
BA, Economics
Wardlaw Hartridge
Wardlaw Hartridge
Wardlaw Hartridge
Encore Redevelopment 2015 - Present
Turning Earth 2010 - Present
Yale University School of Management April 2015 - Present
Columbia University March 2015 - Present
Bucknell University March 2014 - Present
118 Capital 2014 - Present
Deutsche Bank 2006 - 2008
Morgan Stanley 1999 - 2006
Merrill Lynch 1997 - 1999
Morgan Stanley 1994 - 1996
Skills
Corporate Development, Corporate Finance, Emerging Markets, Capital Markets, Investment Banking, Renewable Energy, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Strategy, Financial Modeling, Start-ups, Equities, Management, Valuation, Sustainability..., Cleantech, Investments, Mergers, Fixed Income, Strategic Partnerships, Leadership, Business Planning, Sustainability, IPO, Equity Capital Markets, Hedge Funds, Executive Management, M&A experience, Divestitures, Financial Analysis, Private Placements, Acquisition Integration, Business Valuation, Restructuring, LBO, Strategic Planning, Business Development, Entrepreneurship, Finance, CFOs, Corporate FP&A, Cash Management, finan, financial, renewa, corporate develop, Guest Lecturing
Education
Columbia Business School 1996 — 1998
MBA, Finance
Bucknell University 1989 — 1993
BA, Economics
Wardlaw Hartridge
Wardlaw Hartridge
Wardlaw Hartridge
Paige Marze Paige Marze's Merrill Lynch Experience July 2011 - December 2011
Job Project Coordinator at New York State Department of Health
Industry Medical Practice
Experience
New York State Department of Health July 2015 - Present
NO/AIDS Task Force July 2013 - June 2014
FACE AIDS January 2012 - May 2013
Pathfinder International July 2012 - December 2012
Merrill Lynch July 2011 - December 2011
Peer Health Exchange September 2010 - May 2011
Northeastern University January 2011 - April 2011
CIGNA May 2010 - August 2010
Northeastern University January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Program Management, Outlook, Microsoft Office, Research, Data Analysis, French, Visio, Projects, HIV Prevention, Teen Pregnancy...
Education
Bryn Mawr College 2014 — 2015
Premedical Postbaccalaureate Program, Pre-Medicine/Pre-Medical Studies
Northeastern University 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Social Entrepreneurship
New York State Department of Health July 2015 - Present
NO/AIDS Task Force July 2013 - June 2014
FACE AIDS January 2012 - May 2013
Pathfinder International July 2012 - December 2012
Merrill Lynch July 2011 - December 2011
Peer Health Exchange September 2010 - May 2011
Northeastern University January 2011 - April 2011
CIGNA May 2010 - August 2010
Northeastern University January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Program Management, Outlook, Microsoft Office, Research, Data Analysis, French, Visio, Projects, HIV Prevention, Teen Pregnancy...
Education
Bryn Mawr College 2014 — 2015
Premedical Postbaccalaureate Program, Pre-Medicine/Pre-Medical Studies
Northeastern University 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Social Entrepreneurship
John M. D'Elisa John M. D'Elisa's Merrill Lynch Experience 1990 - 1991
Job Senior Manager, Structured Finance Advisory Services at EY
Industry Financial Services
Experience
EY November 2014 - Present
RBS Global Banking & Markets October 2008 - 2014
RBS Greenwich Capital 1996 - 2008
Deloitte 1991 - 1996
Salomon Brothers 1993 - 1993
Merrill Lynch 1990 - 1991
Grumman Aerospace 1985 - 1990
Skills
Fixed Income, Capital Markets, Structured Finance, Derivatives, Finance, Securitization, Investment Banking, Equities, Financial Modeling, Residential Mortgages, Financial Structuring, MBS, ABS, Valuation, Trading, Structured Products, Real Estate, Trading Systems, NPL Securitization, Intex, Intex Desktop, Microsoft Excel, Bloomberg, Series 7, Series 63, Sports Coaching, Bonds, Securities, Loans, Financial Markets, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Polytechnic University
Master of Science (M.S.), Operations Management
Bucknell University 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Ward Melville High School 1978 — 1981
EY November 2014 - Present
RBS Global Banking & Markets October 2008 - 2014
RBS Greenwich Capital 1996 - 2008
Deloitte 1991 - 1996
Salomon Brothers 1993 - 1993
Merrill Lynch 1990 - 1991
Grumman Aerospace 1985 - 1990
Skills
Fixed Income, Capital Markets, Structured Finance, Derivatives, Finance, Securitization, Investment Banking, Equities, Financial Modeling, Residential Mortgages, Financial Structuring, MBS, ABS, Valuation, Trading, Structured Products, Real Estate, Trading Systems, NPL Securitization, Intex, Intex Desktop, Microsoft Excel, Bloomberg, Series 7, Series 63, Sports Coaching, Bonds, Securities, Loans, Financial Markets, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Polytechnic University
Master of Science (M.S.), Operations Management
Bucknell University 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Ward Melville High School 1978 — 1981
Christian Hyldahl, CFA Christian Hyldahl, CFA's Merrill Lynch Experience 1994 - 1996
Job President and Chief Investment Officer
Industry Investment Management
Experience
Varium Investment Partners 2014 - Present
Archstone Investment Management 2005 - 2014
SEL Capital Management 2001 - 2005
Delaware Investment Advisors 1998 - 2001
Merrill Lynch 1994 - 1996
Mendham Capital Group 1992 - 1994
Skills
Portfolio Management, Valuation, Asset Management, Investments, Equities, Equity Research, Asset Managment, Investment Management, Asset Allocation, Investment Strategies, Quantitative Analytics, Investment Advisory, Alternative Investments, Investment Banking, Trading, Bonds, Finance, Equity Valuation, Hedge Funds, Private Equity, Wealth Management, ETFs, Mutual Funds, Securities
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Economics, 3.8
London School of Economics 1997 — 1997
Economics
Bucknell University 1988 — 1992
Bachelor's Degree, English & History
University of Sydney 1990 — 1990
Hun School of Princeton 1987 — 1988
Varium Investment Partners 2014 - Present
Archstone Investment Management 2005 - 2014
SEL Capital Management 2001 - 2005
Delaware Investment Advisors 1998 - 2001
Merrill Lynch 1994 - 1996
Mendham Capital Group 1992 - 1994
Skills
Portfolio Management, Valuation, Asset Management, Investments, Equities, Equity Research, Asset Managment, Investment Management, Asset Allocation, Investment Strategies, Quantitative Analytics, Investment Advisory, Alternative Investments, Investment Banking, Trading, Bonds, Finance, Equity Valuation, Hedge Funds, Private Equity, Wealth Management, ETFs, Mutual Funds, Securities
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Economics, 3.8
London School of Economics 1997 — 1997
Economics
Bucknell University 1988 — 1992
Bachelor's Degree, English & History
University of Sydney 1990 — 1990
Hun School of Princeton 1987 — 1988
Jessica Tarlov Jessica Tarlov's Merrill Lynch Experience June 2007 - August 2007
Job Political Strategist at Douglas Schoen LLC
Industry Political Organization
Experience
Douglas Schoen LLC May 2012 - Present
London School of Economics September 2008 - November 2012
BackBoris2012 January 2012 - May 2012
Bellenden November 2011 - January 2012
N/A September 2008 - December 2011
London School of Economics September 2008 - September 2009
N/A June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
International Relations, Political Campaigns, Foreign Policy, Stata, Quantitative Research, Fundraising, Editing, Public Speaking, Nonprofits, Social Media, European Union, Public Relations, International..., Politics, Qualitative Research, Research, Policy, Public Affairs, Political Consulting, Political Science, Teaching, Policy Analysis, Newsletters
Education
London School of Economics and Political Science 2008 — 2012
Doctor of Philosophy (PhD), Political Science and Government
The London School of Economics and Political Science (LSE) 2007 — 2008
Masters of Research, Political Science
The London School of Economics and Political Science (LSE) 2006 — 2007
Masters of Science, Public Policy and Administration
Bryn Mawr College 2002 — 2006
Bachelor of Arts, History
Douglas Schoen LLC May 2012 - Present
London School of Economics September 2008 - November 2012
BackBoris2012 January 2012 - May 2012
Bellenden November 2011 - January 2012
N/A September 2008 - December 2011
London School of Economics September 2008 - September 2009
N/A June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
International Relations, Political Campaigns, Foreign Policy, Stata, Quantitative Research, Fundraising, Editing, Public Speaking, Nonprofits, Social Media, European Union, Public Relations, International..., Politics, Qualitative Research, Research, Policy, Public Affairs, Political Consulting, Political Science, Teaching, Policy Analysis, Newsletters
Education
London School of Economics and Political Science 2008 — 2012
Doctor of Philosophy (PhD), Political Science and Government
The London School of Economics and Political Science (LSE) 2007 — 2008
Masters of Research, Political Science
The London School of Economics and Political Science (LSE) 2006 — 2007
Masters of Science, Public Policy and Administration
Bryn Mawr College 2002 — 2006
Bachelor of Arts, History
Ashley Nikoo Ashley Nikoo's Merrill Lynch Experience May 2006 - August 2006
Job Vice President, Institutional Equities at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Len Brisco Len Brisco's Merrill Lynch Experience January 1986 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1986 - Present
Education
Bryant University 1969 — 1973
MBA, Marketing and Economics
Merrill Lynch January 1986 - Present
Education
Bryant University 1969 — 1973
MBA, Marketing and Economics
Christopher DeMond's Merrill Lynch Experience June 2014 - August 2014
Job Student at Bucknell University
Industry
Experience
Merrill Lynch June 2014 - August 2014
Urban Compass February 2014 - May 2014
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics
Merrill Lynch June 2014 - August 2014
Urban Compass February 2014 - May 2014
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics
Colin Roth Colin Roth's Merrill Lynch Experience June 2007 - August 2007
Job Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Kevin Fraser's Merrill Lynch Experience January 2011 - May 2011
Job Strategic Sourcing Analyst Technology
Industry Financial Services
Experience
Groupon April 2015 - Present
The Hartford August 2014 - March 2015
The Hartford July 2012 - July 2014
Eunis & Associates January 2012 - May 2012
Electric Boat June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Bryant University April 2010 - August 2010
Batafilms November 2009 - December 2009
Skills
Finance, Financial Analysis, Team Leadership, Leadership, Marketing, Microsoft Office, Data Analysis, Outlook, Time Management, Sales, Human Resources, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Operations Management, Process Improvement, Analysis
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
The Washington Center 2011 — 2011
Groupon April 2015 - Present
The Hartford August 2014 - March 2015
The Hartford July 2012 - July 2014
Eunis & Associates January 2012 - May 2012
Electric Boat June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Bryant University April 2010 - August 2010
Batafilms November 2009 - December 2009
Skills
Finance, Financial Analysis, Team Leadership, Leadership, Marketing, Microsoft Office, Data Analysis, Outlook, Time Management, Sales, Human Resources, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Operations Management, Process Improvement, Analysis
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
The Washington Center 2011 — 2011
Evelyn Nicinski's Merrill Lynch Experience May 2014 - August 2014
Job Manager
Industry Management Consulting
Experience
Polserv Inc September 2010 - Present
Rockland Stone Restoration June 2009 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
Management, Customer Service, Advertising, Invoicing, Scheduling, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Project Management
Education
Bucknell University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management, 3.61
Polserv Inc September 2010 - Present
Rockland Stone Restoration June 2009 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
Management, Customer Service, Advertising, Invoicing, Scheduling, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Project Management
Education
Bucknell University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management, 3.61
William Nette William Nette's Merrill Lynch Experience January 2010 - May 2010
Job Specialist, Finance Program in MBA Corporate Finance Rotation Program at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications March 2015 - Present
Bank of America September 2014 - March 2015
Bank of America March 2014 - September 2014
Bank of America October 2012 - March 2014
Bank of America August 2011 - September 2012
Bank of America June 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Sales Management, Process Improvement, Customer Acquisition, Customer Experience, Microsoft Office, Corporate Communications, Public Speaking, Strategic Planning, Customer Satisfaction, Banking, Customer Service, Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Sales, Credit, Finance, CRM, Team Building, Small Business Lending, Leadership, Consumer Lending, Retail Banking
Education
Sacred Heart University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Bryant University 2006 — 2010
Bachelor's degree, Finance
Frontier Communications March 2015 - Present
Bank of America September 2014 - March 2015
Bank of America March 2014 - September 2014
Bank of America October 2012 - March 2014
Bank of America August 2011 - September 2012
Bank of America June 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Sales Management, Process Improvement, Customer Acquisition, Customer Experience, Microsoft Office, Corporate Communications, Public Speaking, Strategic Planning, Customer Satisfaction, Banking, Customer Service, Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Sales, Credit, Finance, CRM, Team Building, Small Business Lending, Leadership, Consumer Lending, Retail Banking
Education
Sacred Heart University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Bryant University 2006 — 2010
Bachelor's degree, Finance
Michael Zack's Merrill Lynch Experience May 2007 - September 2007
Job Senior Operations Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
John Hancock Investments June 2015 - Present
State Street Bank January 2013 - Present
State Street Bank June 2008 - January 2013
Merrill Lynch May 2007 - September 2007
Skills
Equities, Corporate Actions, Bloomberg, Fixed Income, Bonds, Client Service, XSP, Custodians, Tender Offers, Rights Issues, Dividends, Microsoft Excel, Investments, PowerPoint, Finance, Research
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
John Hancock Investments June 2015 - Present
John Hancock Investments June 2015 - Present
State Street Bank January 2013 - Present
State Street Bank June 2008 - January 2013
Merrill Lynch May 2007 - September 2007
Skills
Equities, Corporate Actions, Bloomberg, Fixed Income, Bonds, Client Service, XSP, Custodians, Tender Offers, Rights Issues, Dividends, Microsoft Excel, Investments, PowerPoint, Finance, Research
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Daniel Morris's Merrill Lynch Experience June 2011 - December 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Merrill Lynch June 2011 - December 2014
GTA Plus Consulting Group October 2010 - July 2011
President First Mortgage Bankers October 2008 - February 2010
Ideal Mortgage April 2007 - September 2008
New Century Mortgage May 2003 - March 2007
CIT February 1996 - May 2003
Ford Consumer Finance 1995 - 1996
First Union Home Equity 1991 - 1995
Education
Bucknell University 1986 — 1990
BA, Political Science, Economics
The Dwight School 1982 — 1986
Wells Fargo Advisors, LLC December 2014 - Present
Merrill Lynch June 2011 - December 2014
GTA Plus Consulting Group October 2010 - July 2011
President First Mortgage Bankers October 2008 - February 2010
Ideal Mortgage April 2007 - September 2008
New Century Mortgage May 2003 - March 2007
CIT February 1996 - May 2003
Ford Consumer Finance 1995 - 1996
First Union Home Equity 1991 - 1995
Education
Bucknell University 1986 — 1990
BA, Political Science, Economics
The Dwight School 1982 — 1986
Jonathan Goldberg Jonathan Goldberg's Merrill Lynch Experience March 2007 - July 2008
Job Product Marketing Leader | Analytics & Big Data | CIO Thought Leadership | Business Development | Solution Marketing
Industry Computer Software
Experience
Georgetown University's McDonough School of Business June 2015 - Present
MicroStrategy December 2012 - December 2014
MicroStrategy October 2010 - December 2012
Merrill Lynch March 2007 - July 2008
JPMorgan Chase May 2003 - July 2006
BearingPoint Consulting November 2000 - February 2003
Skills
Strategic Partnerships, Customer Marketing, Strategy, Marketing Strategy, Market Research, customer success, Business Intelligence, Business Analysis, Analysis, Brand Communication, Public Relations, Analytics, Market Analysis, Management, Positioning, Analyst Relations, Consulting, Data Analysis, Research, International Business, Competitive Analysis, Integrated Marketing, Marketing, Product Development, Product Management, Enterprise Software, Business Analytics, Corporate Positioning, Dashboard, Influencer Marketing, Venture Capital, Brand Development, Segmentation, Relationship Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, International Business
Bucknell University
Bachelor of Arts, Self designed major focusing on economics and management
New York University
MS for the Management of Technology, Innovation through technology.
Georgetown University's McDonough School of Business June 2015 - Present
MicroStrategy December 2012 - December 2014
MicroStrategy October 2010 - December 2012
Merrill Lynch March 2007 - July 2008
JPMorgan Chase May 2003 - July 2006
BearingPoint Consulting November 2000 - February 2003
Skills
Strategic Partnerships, Customer Marketing, Strategy, Marketing Strategy, Market Research, customer success, Business Intelligence, Business Analysis, Analysis, Brand Communication, Public Relations, Analytics, Market Analysis, Management, Positioning, Analyst Relations, Consulting, Data Analysis, Research, International Business, Competitive Analysis, Integrated Marketing, Marketing, Product Development, Product Management, Enterprise Software, Business Analytics, Corporate Positioning, Dashboard, Influencer Marketing, Venture Capital, Brand Development, Segmentation, Relationship Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, International Business
Bucknell University
Bachelor of Arts, Self designed major focusing on economics and management
New York University
MS for the Management of Technology, Innovation through technology.
Adam V Puff Adam V Puff's Merrill Lynch Experience November 2008 - September 2009
Job Principal | LPL Financial Advisor | Puff Wealth Management | Haddonfield Financial Planning
Industry Financial Services
Experience
Haddonfield Financial Planning September 2009 - Present
Merrill Lynch November 2008 - September 2009
Janney Montgomery Scott July 2004 - November 2008
Robotti & Co. May 2003 - August 2003
Skills
Retirement Planning, Portfolio Management, Estate Planning, Financial Analysis, Investments, Wealth Management, Securities, Economics, Asset Management, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Mutual Funds, Financial Planning, Equities, Risk Management, Retirement, Annuities, Insurance, Long Term Care, Fixed Income, Options, 401k, Wealth, IRA's, Retirement Income..., Financial Advisory, Alternative Investments, ETFs, Series 63, FINRA, Financial Services, Finance, Variable Annuities
Education
The American College 2009 — 2015
Certified Financial Planner, Financial Planning and Services
Bucknell University 2000 — 2004
BA, Economics
haddonfield memorial 1996 — 2000
Haddonfield Financial Planning September 2009 - Present
Merrill Lynch November 2008 - September 2009
Janney Montgomery Scott July 2004 - November 2008
Robotti & Co. May 2003 - August 2003
Skills
Retirement Planning, Portfolio Management, Estate Planning, Financial Analysis, Investments, Wealth Management, Securities, Economics, Asset Management, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Mutual Funds, Financial Planning, Equities, Risk Management, Retirement, Annuities, Insurance, Long Term Care, Fixed Income, Options, 401k, Wealth, IRA's, Retirement Income..., Financial Advisory, Alternative Investments, ETFs, Series 63, FINRA, Financial Services, Finance, Variable Annuities
Education
The American College 2009 — 2015
Certified Financial Planner, Financial Planning and Services
Bucknell University 2000 — 2004
BA, Economics
haddonfield memorial 1996 — 2000
Dave D'Alessandro's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
D's Lacrosse Apparel 2007 - 2013
Merrill Lynch June 2012 - August 2012
Education
Bucknell University 2010 — 2014
BSBA, Business Management
Charlotte Country Day School 2006 — 2010
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
D's Lacrosse Apparel 2007 - 2013
Merrill Lynch June 2012 - August 2012
Education
Bucknell University 2010 — 2014
BSBA, Business Management
Charlotte Country Day School 2006 — 2010
Kristin Williamson Kristin Williamson's Merrill Lynch Experience 1991 - 1993
Job CoOwner/Developer at Lodgeical
Industry Computer Software
Experience
Williamson Enterprises, Inc. 1994 - Present
Lodge-ical 1994 - Present
Williamson Enterprises, Inc. January 1993 - Present
Hubbard's Yellowstone Lodge 1994 - 1996
Merrill Lynch 1991 - 1993
SS&C Technologies 1988 - 1991
The Hartford 1986 - 1988
Skills
Software Development, Windows, Microsoft Office, Project Management, Business Analysis, Databases, Programming, Microsoft Excel, Software Project..., Requirements Analysis
Education
Rensselaer Polytechnic Institute at Hartford 1988 — 1990
Master of Business Administration (MBA)
Bryant College 1982 — 1986
Bachelor of Science (BS), Accounting
Williamson Enterprises, Inc. 1994 - Present
Lodge-ical 1994 - Present
Williamson Enterprises, Inc. January 1993 - Present
Hubbard's Yellowstone Lodge 1994 - 1996
Merrill Lynch 1991 - 1993
SS&C Technologies 1988 - 1991
The Hartford 1986 - 1988
Skills
Software Development, Windows, Microsoft Office, Project Management, Business Analysis, Databases, Programming, Microsoft Excel, Software Project..., Requirements Analysis
Education
Rensselaer Polytechnic Institute at Hartford 1988 — 1990
Master of Business Administration (MBA)
Bryant College 1982 — 1986
Bachelor of Science (BS), Accounting
Bill Leckey's Merrill Lynch Experience July 1998 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1998 - Present
Skills
Alternative Investments, Asset Allocation, Business Analysis, Finance, Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Planning, Wealth Management, Securities, Strategic Financial..., Portfolio Management, Series 63, Management, Financial Planning, Asset Management
Education
Bucknell University
BSBA, Accounting
Merrill Lynch July 1998 - Present
Skills
Alternative Investments, Asset Allocation, Business Analysis, Finance, Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Planning, Wealth Management, Securities, Strategic Financial..., Portfolio Management, Series 63, Management, Financial Planning, Asset Management
Education
Bucknell University
BSBA, Accounting
Glenn Stevens Glenn Stevens's Merrill Lynch Experience 1990 - 1997
Job CEO at GAIN Capital
Industry Financial Services
Experience
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Robert Brewster Robert Brewster's Merrill Lynch Experience September 1979 - April 2008
Job Professor at Babson College
Industry Higher Education
Experience
Babson College January 2008 - Present
Merrill Lynch September 1979 - April 2008
Education
Bryant University
MBA, Finance, Management
University of Rhode Island
BA, Political Science, English
Babson College January 2008 - Present
Merrill Lynch September 1979 - April 2008
Education
Bryant University
MBA, Finance, Management
University of Rhode Island
BA, Political Science, English
Valerie Principe Valerie Principe's Merrill Lynch Experience July 2009 - October 2012
Job Associate Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2014 - Present
Saks Fifth Avenue April 2013 - November 2013
Merrill Lynch July 2009 - October 2012
Morgan Stanley July 2007 - August 2008
Bucknell University August 2006 - May 2007
PricewaterhouseCoopers LLP May 2006 - August 2006
Bucknell University January 2005 - May 2005
Skills
Strategic Thinking, Project Management, Holistic Financial..., Strengthening Client..., Behavioral Finance, Investments, Financial Analysis, Presentation Design, Equity Capital Markets, Financial Accounting, Market Research, Retirement Planning, Estate Planning, Bloomberg, Investment Banking, Capital Markets, Private Equity, Financial Services, Series 7, Series 66, Equities, Leadership, Management, Mutual Funds, Portfolio Management, Financial Modeling, Finance
Education
Bucknell University 2003 — 2007
BSBA, Accounting
Aquinas Institute of Rochester 1999 — 2003
Regents Diploma
AllianceBernstein February 2014 - Present
Saks Fifth Avenue April 2013 - November 2013
Merrill Lynch July 2009 - October 2012
Morgan Stanley July 2007 - August 2008
Bucknell University August 2006 - May 2007
PricewaterhouseCoopers LLP May 2006 - August 2006
Bucknell University January 2005 - May 2005
Skills
Strategic Thinking, Project Management, Holistic Financial..., Strengthening Client..., Behavioral Finance, Investments, Financial Analysis, Presentation Design, Equity Capital Markets, Financial Accounting, Market Research, Retirement Planning, Estate Planning, Bloomberg, Investment Banking, Capital Markets, Private Equity, Financial Services, Series 7, Series 66, Equities, Leadership, Management, Mutual Funds, Portfolio Management, Financial Modeling, Finance
Education
Bucknell University 2003 — 2007
BSBA, Accounting
Aquinas Institute of Rochester 1999 — 2003
Regents Diploma
Amy Pershing Amy Pershing's Merrill Lynch Experience 1990 - 2001
Job Managing Director, Global Head of Internal Communications at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2004 - Present
Deutsche Bank 2001 - 2004
Merrill Lynch 1990 - 2001
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Employee Engagement, Editing, Writing, Change Management, Mergers, Internal Communications
Education
Bryn Mawr College
BNY Mellon March 2004 - Present
Deutsche Bank 2001 - 2004
Merrill Lynch 1990 - 2001
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Employee Engagement, Editing, Writing, Change Management, Mergers, Internal Communications
Education
Bryn Mawr College
Hoang Le Hoang Le's Merrill Lynch Experience July 2007 - July 2009
Job Machine Learning Graduate Student at Caltech
Industry Venture Capital & Private Equity
Experience
Caltech September 2014 - Present
Synthetic Perceptive, Emotive and Cognitive Systems - Universitat Pompeu Fabra September 2013 - August 2014
Capital Z Partners August 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch May 2006 - August 2006
Education
Universitat Pompeu Fabra 2012 — 2013
Master's degree, Cognitive Systems and Interactive Media
Bucknell University 2003 — 2007
BA, Mathematics, Computer Science, Economics
Caltech September 2014 - Present
Synthetic Perceptive, Emotive and Cognitive Systems - Universitat Pompeu Fabra September 2013 - August 2014
Capital Z Partners August 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch May 2006 - August 2006
Education
Universitat Pompeu Fabra 2012 — 2013
Master's degree, Cognitive Systems and Interactive Media
Bucknell University 2003 — 2007
BA, Mathematics, Computer Science, Economics
Thomas Cohen Thomas Cohen's Merrill Lynch Experience August 1993 - February 1996
Job Sales professional, leader, and Army veteran
Industry Consumer Goods
Experience
The Hershey Company August 2007 - Present
The Hershey Company August 2003 - August 2007
The Hershey Company February 2002 - August 2003
The Hershey Company April 1998 - February 2002
The Hershey Company February 1996 - April 1998
Merrill Lynch August 1993 - February 1996
U.S. Army Active Duty Officer June 1989 - June 1993
Skills
Sales Operations, New Business Development, Strategic Thinking, Retail, Account Planning, Direct Sales, Team Building, Key Account Development, Consumer Products, Selling, Grocery, Management, Customer Insight, Sales, Sales Management, Budgets, Leadership, P&L Management, Competitive Analysis, Shopper Marketing, Finance, AC Nielsen, Nielsen, Spectra, Categorization, Income Statement, Customer Marketing, Pricing, Forecasting, FMCG, National Accounts, IRI, Category Insights, Key Account Management, Market Planning, Merchandising, Cross-functional Team..., Sales Presentations, Brand Management, Retail Category..., Market Analysis, Brand Equity, Marketing Management, Account Management, Business Planning, Strategy, Market Research, Wal-Mart, Cold Calling, B2B
Education
Boston University 1990 — 1993
Master Degree, Business
Bryant College 1985 — 1989
Bachelor of Science, Finance
East Hartford High School 1981 — 1985
High School Diploma, College Prep
The Hershey Company August 2007 - Present
The Hershey Company August 2003 - August 2007
The Hershey Company February 2002 - August 2003
The Hershey Company April 1998 - February 2002
The Hershey Company February 1996 - April 1998
Merrill Lynch August 1993 - February 1996
U.S. Army Active Duty Officer June 1989 - June 1993
Skills
Sales Operations, New Business Development, Strategic Thinking, Retail, Account Planning, Direct Sales, Team Building, Key Account Development, Consumer Products, Selling, Grocery, Management, Customer Insight, Sales, Sales Management, Budgets, Leadership, P&L Management, Competitive Analysis, Shopper Marketing, Finance, AC Nielsen, Nielsen, Spectra, Categorization, Income Statement, Customer Marketing, Pricing, Forecasting, FMCG, National Accounts, IRI, Category Insights, Key Account Management, Market Planning, Merchandising, Cross-functional Team..., Sales Presentations, Brand Management, Retail Category..., Market Analysis, Brand Equity, Marketing Management, Account Management, Business Planning, Strategy, Market Research, Wal-Mart, Cold Calling, B2B
Education
Boston University 1990 — 1993
Master Degree, Business
Bryant College 1985 — 1989
Bachelor of Science, Finance
East Hartford High School 1981 — 1985
High School Diploma, College Prep
Richard D. Herring Richard D. Herring's Merrill Lynch Experience June 2007 - March 2009
Job Senior User Researcher at Audible, Inc.
Industry Information Technology and Services
Experience
Audible, Inc. September 2014 - Present
RDH "User Experience" Consulting March 2009 - Present
Merrill Lynch June 2007 - March 2009
RDH Consulting - User Experience May 2005 - March 2007
Avaya, Inc. November 1995 - May 2005
Telcordia Technologies 1991 - 1995
GTE Government Systems 1989 - 1991
Skills
Requirements Analysis, User Interface, User Interface Design, Information Architecture, Customer Experience, Data Analysis, Web 2.0, Agile Project Management, Web Design, Software Development, Research Design, Statistics, Consulting, Digital Strategy, Process Improvement, Enterprise Software, Software Project..., Visual Design, Vendor Management, Web Analytics, Web Project Management, Metrics, Competitive Analysis, User Stories, Program Management, Technical Documentation, Software Design, XHTML, Emerging Technologies, Needs Analysis, Cross-functional Team..., Design Strategy, Iterative Design, Business Requirements, User-centered Design, Usability Testing, User Experience, Persona, Usability Engineering, Task Analysis, Interaction Design, Wireframes, Usability, User Experience Design, Accessibility, Web Applications, E-commerce, Social Media Marketing, Digital Marketing, Marketing Strategy
Education
University of Iowa
Doctor of Philosophy (Ph.D.)
University of Iowa
Master of Arts (M.A.)
Bucknell University
Bachelor of Arts (B.A.), Cum Laude
Audible, Inc. September 2014 - Present
RDH "User Experience" Consulting March 2009 - Present
Merrill Lynch June 2007 - March 2009
RDH Consulting - User Experience May 2005 - March 2007
Avaya, Inc. November 1995 - May 2005
Telcordia Technologies 1991 - 1995
GTE Government Systems 1989 - 1991
Skills
Requirements Analysis, User Interface, User Interface Design, Information Architecture, Customer Experience, Data Analysis, Web 2.0, Agile Project Management, Web Design, Software Development, Research Design, Statistics, Consulting, Digital Strategy, Process Improvement, Enterprise Software, Software Project..., Visual Design, Vendor Management, Web Analytics, Web Project Management, Metrics, Competitive Analysis, User Stories, Program Management, Technical Documentation, Software Design, XHTML, Emerging Technologies, Needs Analysis, Cross-functional Team..., Design Strategy, Iterative Design, Business Requirements, User-centered Design, Usability Testing, User Experience, Persona, Usability Engineering, Task Analysis, Interaction Design, Wireframes, Usability, User Experience Design, Accessibility, Web Applications, E-commerce, Social Media Marketing, Digital Marketing, Marketing Strategy
Education
University of Iowa
Doctor of Philosophy (Ph.D.)
University of Iowa
Master of Arts (M.A.)
Bucknell University
Bachelor of Arts (B.A.), Cum Laude
Gary Pallatta Gary Pallatta's Merrill Lynch Experience January 1998 - September 1998
Job Retirement Plan Consultant/Manager
Industry Human Resources
Experience
United Water February 2012 - Present
Cushman & Wakefield May 2007 - October 2011
Retirement System Group March 2003 - May 2007
PwC September 1998 - March 2002
Merrill Lynch January 1998 - September 1998
Towers Watson January 1993 - January 1998
Skills
401k, Profit Sharing, ESOP, Retirement Plan..., Deferred Compensation, Defined Benefit, Plan Administration, Benefits Communication, Corporate Benefits, Pensions, ERISA, Account Management, Retirement Plans, Retirement Planning, Employee Benefits, Retirement
Education
Bryant College 1988 — 1992
BS, Business Administration - Management
United Water February 2012 - Present
Cushman & Wakefield May 2007 - October 2011
Retirement System Group March 2003 - May 2007
PwC September 1998 - March 2002
Merrill Lynch January 1998 - September 1998
Towers Watson January 1993 - January 1998
Skills
401k, Profit Sharing, ESOP, Retirement Plan..., Deferred Compensation, Defined Benefit, Plan Administration, Benefits Communication, Corporate Benefits, Pensions, ERISA, Account Management, Retirement Plans, Retirement Planning, Employee Benefits, Retirement
Education
Bryant College 1988 — 1992
BS, Business Administration - Management
James D. Walsh James D. Walsh's Merrill Lynch Experience June 2011 - December 2012
Job Vice President, Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Liam Cooney Liam Cooney's Merrill Lynch Experience February 2006 - July 2009
Job Vice President, Global M&A and Partnerships at MasterCard Advisors
Industry Information Services
Experience
MasterCard Advisors April 2015 - Present
PwC August 2011 - April 2015
Diamond Management & Technology Consultants June 2010 - August 2010
Merrill Lynch February 2006 - July 2009
AllianceBernstein 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Quantitative Analytics, Market Research, Program Management, Portfolio Management, Operating Models, Leadership, Finance, Change Management, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Economics and Strategy
Bucknell University 2000 — 2004
Bachelor of Science in Business Administation
MasterCard Advisors April 2015 - Present
PwC August 2011 - April 2015
Diamond Management & Technology Consultants June 2010 - August 2010
Merrill Lynch February 2006 - July 2009
AllianceBernstein 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Quantitative Analytics, Market Research, Program Management, Portfolio Management, Operating Models, Leadership, Finance, Change Management, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Economics and Strategy
Bucknell University 2000 — 2004
Bachelor of Science in Business Administation
Tim Miller, CIMA®, AIF® Tim Miller, CIMA®, AIF®'s Merrill Lynch Experience 1987 - 2004
Job Partner and Financial Advisor
Industry Financial Services
Experience
Benchmark Financial Advisors November 2012 - Present
Wells Fargo Advisors, LLC February 2010 - November 2012
Smith Barney February 2005 - January 2010
Merrill Lynch 1987 - 2004
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Portfolio Management, Asset Managment, 401k, Wealth
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Certified Investment Management Analyst, Investments and Securities
Bucknell University 1981 — 1984
BS
Benchmark Financial Advisors November 2012 - Present
Wells Fargo Advisors, LLC February 2010 - November 2012
Smith Barney February 2005 - January 2010
Merrill Lynch 1987 - 2004
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Portfolio Management, Asset Managment, 401k, Wealth
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Certified Investment Management Analyst, Investments and Securities
Bucknell University 1981 — 1984
BS
Matt Rose Matt Rose's Merrill Lynch Experience May 2000 - October 2003
Job Founding Partner at New City Capital LLC
Industry Financial Services
Experience
New City Capital LLC November 2012 - Present
NCC Consulting LLC January 2014 - Present
SNL Financial August 2010 - October 2012
Family Office Group LLC December 2008 - February 2010
Fitch Ratings March 2004 - November 2008
Merrill Lynch May 2000 - October 2003
Skills
Capital Markets, Strategic Planning, Fixed Income, Product Development, Financial Analysis, Business Strategy, Risk Management, Entrepreneurship, Team Building, Business Planning, New Business Development, Negotiation, Product Management, Corporate Finance, Credit Analysis, Financial Modeling, Bloomberg, Investments, Leadership, Financial Markets, Management, Business Analysis, Mergers & Acquisitions, Business Development, Finance, Banking, Asset Management, Start-ups, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Bucknell University 1990 — 1994
New City Capital LLC November 2012 - Present
NCC Consulting LLC January 2014 - Present
SNL Financial August 2010 - October 2012
Family Office Group LLC December 2008 - February 2010
Fitch Ratings March 2004 - November 2008
Merrill Lynch May 2000 - October 2003
Skills
Capital Markets, Strategic Planning, Fixed Income, Product Development, Financial Analysis, Business Strategy, Risk Management, Entrepreneurship, Team Building, Business Planning, New Business Development, Negotiation, Product Management, Corporate Finance, Credit Analysis, Financial Modeling, Bloomberg, Investments, Leadership, Financial Markets, Management, Business Analysis, Mergers & Acquisitions, Business Development, Finance, Banking, Asset Management, Start-ups, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Bucknell University 1990 — 1994
Evan Gropper Evan Gropper's Merrill Lynch Experience September 2006 - October 2009
Job Lower School Teacher at Commonwealth Academy
Industry Primary/Secondary Education
Experience
Commonwealth Academy September 2012 - Present
Beauvoir, The National Cathedral Elementary School June 2013 - June 2014
Montessori School of Evergreen June 2012 - August 2012
NYC Department of Education August 2011 - December 2011
Goldman Sachs January 2011 - August 2011
Merrill Lynch September 2006 - October 2009
Citigroup 2004 - 2006
G.S. Schwartz & Co June 2003 - August 2003
Skills
Financial Education
Education
City University of New York City College 2010 — 2012
Candidate for Masters, Education
Bucknell University 2000 — 2004
B.S., Business Management
The Packer Collegiate Institute 1996 — 2000
High School
Commonwealth Academy September 2012 - Present
Beauvoir, The National Cathedral Elementary School June 2013 - June 2014
Montessori School of Evergreen June 2012 - August 2012
NYC Department of Education August 2011 - December 2011
Goldman Sachs January 2011 - August 2011
Merrill Lynch September 2006 - October 2009
Citigroup 2004 - 2006
G.S. Schwartz & Co June 2003 - August 2003
Skills
Financial Education
Education
City University of New York City College 2010 — 2012
Candidate for Masters, Education
Bucknell University 2000 — 2004
B.S., Business Management
The Packer Collegiate Institute 1996 — 2000
High School
Ceara Maria Burns Ceara Maria Burns's Merrill Lynch Experience June 2014 - August 2014
Job Congressional Intern at U.S. House of Representatives, Office of Congressman Jerrold Nadler (NY10)
Industry
Experience
U.S. House of Representatives, Office of Congressman Jerrold Nadler (NY-10) May 2015 - Present
Groundwork Bridgeport March 2015 - Present
Merrill Lynch June 2014 - August 2014
Librify May 2014 - August 2014
Bucknell Institute for Public Policy November 2013 - June 2014
Librify April 2013 - August 2013
Mariana Cook Studio March 2013 - August 2013
PMc Magazine April 2012 - August 2012
Anthony Weiner For Congress June 2010 - November 2010
Bank Street College of Education June 2009 - August 2009
Education
Wesleyan University 2014 — 2017
Bachelor's Degree, Mathematics, Government
Bucknell University 2013 — 2014
The Brearley School 2009 — 2013
U.S. House of Representatives, Office of Congressman Jerrold Nadler (NY-10) May 2015 - Present
Groundwork Bridgeport March 2015 - Present
Merrill Lynch June 2014 - August 2014
Librify May 2014 - August 2014
Bucknell Institute for Public Policy November 2013 - June 2014
Librify April 2013 - August 2013
Mariana Cook Studio March 2013 - August 2013
PMc Magazine April 2012 - August 2012
Anthony Weiner For Congress June 2010 - November 2010
Bank Street College of Education June 2009 - August 2009
Education
Wesleyan University 2014 — 2017
Bachelor's Degree, Mathematics, Government
Bucknell University 2013 — 2014
The Brearley School 2009 — 2013
Jill Spatola Jill Spatola's Merrill Lynch Experience 2008 - Present
Job First Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Fidelity Investments January 1999 - March 2008
Skills
Retirement Income..., Corporate Retirement..., 401k, Wealth Management, Portfolio Management, Pensions, Retirement, Mutual Funds, Strategy, Finance, Management, Retirement Planning, Small Business, Financial Services
Education
Bryant University 2006 — 2008
Financial Planning Program, Financial Planning and Services
University of Massachusetts Dartmouth 1992 — 1996
BS, Marketing Major
Merrill Lynch 2008 - Present
Fidelity Investments January 1999 - March 2008
Skills
Retirement Income..., Corporate Retirement..., 401k, Wealth Management, Portfolio Management, Pensions, Retirement, Mutual Funds, Strategy, Finance, Management, Retirement Planning, Small Business, Financial Services
Education
Bryant University 2006 — 2008
Financial Planning Program, Financial Planning and Services
University of Massachusetts Dartmouth 1992 — 1996
BS, Marketing Major
Joshua Wilcox Joshua Wilcox's Merrill Lynch Experience May 2006 - August 2006
Job Rails Engineer at Zipcar
Industry Computer Software
Experience
Zipcar November 2013 - Present
JoshuaWilcox.net August 2009 - Present
WGBH July 2013 - November 2013
Truonex Corporation October 2012 - June 2013
AMP Agency June 2012 - October 2012
Digital Influence Group August 2011 - June 2012
WEEI.com June 2010 - July 2011
Cambridge Associates May 2008 - July 2010
EveryScape Inc. February 2010 - June 2010
Merrill Lynch May 2006 - August 2006
Skills
PHP, jQuery, JavaScript, CakePHP, Drupal, HTML, HTML + CSS, CSS3, MySQL, Ruby, Ruby on Rails, Backbone.js, Wordpress, CSS, WordPress, Web Design, Photoshop, User Experience, HTML 5, Web Development, Software Development, Web Applications, Front-end, Mobile Design, Website Development, Agile Methodologies, AJAX
Education
Bryant University 2005 — 2008
BSBA, Finance
Bryant University 2005 — 2008
BS, Business Administration; Finance
Lorenzo d'Medici University 2006 — 2006
Xavier High School 1999 — 2003
Zipcar November 2013 - Present
JoshuaWilcox.net August 2009 - Present
WGBH July 2013 - November 2013
Truonex Corporation October 2012 - June 2013
AMP Agency June 2012 - October 2012
Digital Influence Group August 2011 - June 2012
WEEI.com June 2010 - July 2011
Cambridge Associates May 2008 - July 2010
EveryScape Inc. February 2010 - June 2010
Merrill Lynch May 2006 - August 2006
Skills
PHP, jQuery, JavaScript, CakePHP, Drupal, HTML, HTML + CSS, CSS3, MySQL, Ruby, Ruby on Rails, Backbone.js, Wordpress, CSS, WordPress, Web Design, Photoshop, User Experience, HTML 5, Web Development, Software Development, Web Applications, Front-end, Mobile Design, Website Development, Agile Methodologies, AJAX
Education
Bryant University 2005 — 2008
BSBA, Finance
Bryant University 2005 — 2008
BS, Business Administration; Finance
Lorenzo d'Medici University 2006 — 2006
Xavier High School 1999 — 2003
Vicki Weber Vicki Weber's Merrill Lynch Experience 1984 - 1991
Job Publishing executive, author, and editor with additional experience in financial analysis. CFA
Industry Publishing
Experience
Behrman House April 2010 - Present
Behrman House 2003 - 2010
Behrman House 1992 - 2003
Merrill Lynch 1984 - 1991
Bank of America 1979 - 1984
Comp Art Inc 1976 - 1978
Skills
Editorial, Publishing, Creative Writing, Editing, Marketing Communications, Publications, Feature Articles, Textbooks, Research, Trustee, Content Development, Financial Analysis, Education, Magazines, Blogging, Content Strategy, News Writing, Feature Writing, Financial Writing, Print Production..., Jewish Education
Education
Hebrew Union College-Jewish Institute of Religion-New York 2013 — 2015
Master’s Degree, Religious Education
CFA Institute. (CFA '83) 1981 — 1983
CFA, Financial Analysis
Bryn Mawr College 1974 — 1979
AB, Economics
Behrman House April 2010 - Present
Behrman House 2003 - 2010
Behrman House 1992 - 2003
Merrill Lynch 1984 - 1991
Bank of America 1979 - 1984
Comp Art Inc 1976 - 1978
Skills
Editorial, Publishing, Creative Writing, Editing, Marketing Communications, Publications, Feature Articles, Textbooks, Research, Trustee, Content Development, Financial Analysis, Education, Magazines, Blogging, Content Strategy, News Writing, Feature Writing, Financial Writing, Print Production..., Jewish Education
Education
Hebrew Union College-Jewish Institute of Religion-New York 2013 — 2015
Master’s Degree, Religious Education
CFA Institute. (CFA '83) 1981 — 1983
CFA, Financial Analysis
Bryn Mawr College 1974 — 1979
AB, Economics
Abraham Khan Abraham Khan's Merrill Lynch Experience June 2011 - August 2011
Job Temple University School of Medicine
Industry Higher Education
Experience
Montgomery EMS 2010 - Present
Luminations Group July 2012 - August 2013
Geisinger Medical Center September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Research, Statistics, Cell Culture, Data Analysis, Molecular Biology, Public Speaking, Bloomberg Terminal, NI LabVIEW, Solidworks, Outlook, Quantitative Research, Marketing
Education
Temple University School of Medicine 2013 — 2018
Bucknell University 2008 — 2012
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2008
Montgomery EMS 2010 - Present
Luminations Group July 2012 - August 2013
Geisinger Medical Center September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Research, Statistics, Cell Culture, Data Analysis, Molecular Biology, Public Speaking, Bloomberg Terminal, NI LabVIEW, Solidworks, Outlook, Quantitative Research, Marketing
Education
Temple University School of Medicine 2013 — 2018
Bucknell University 2008 — 2012
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2008
Lisa Grankowski Lisa Grankowski's Merrill Lynch Experience March 1994 - July 2000
Job Email Marketing Manager (Eloqua) and Marketing Communications Manager with SEO experience
Industry Information Technology and Services
Experience
OpenText / EasyLink Services March 2009 - Present
Dittman Incentive Marketing March 2007 - December 2008
Cultural Resource Consulting Group October 2003 - March 2007
Princeton Internet Group July 2000 - May 2002
Merrill Lynch March 1994 - July 2000
Skills
Marketing Communications, Lead Generation, Salesforce.com, Marketing, Email Marketing, CRM, B2B, Demand Generation, Strategic Partnerships, Product Marketing, Social Media Marketing, Direct Marketing, SaaS, Multi-channel Marketing, Product Management, Management, Account Management, Eloqua
Education
Bryant University
Bachelor of Science in Business Administration, Business Communications and Marketing
OpenText / EasyLink Services March 2009 - Present
Dittman Incentive Marketing March 2007 - December 2008
Cultural Resource Consulting Group October 2003 - March 2007
Princeton Internet Group July 2000 - May 2002
Merrill Lynch March 1994 - July 2000
Skills
Marketing Communications, Lead Generation, Salesforce.com, Marketing, Email Marketing, CRM, B2B, Demand Generation, Strategic Partnerships, Product Marketing, Social Media Marketing, Direct Marketing, SaaS, Multi-channel Marketing, Product Management, Management, Account Management, Eloqua
Education
Bryant University
Bachelor of Science in Business Administration, Business Communications and Marketing
Donald Giacomelli Donald Giacomelli's Merrill Lynch Experience 1974 - 1993
Job Senior Vice President at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc 1993 - Present
Merrill Lynch 1974 - 1993
Education
Bucknell University 1967 — 1971
BSBA, Accounting
UBS Financial Services, Inc 1993 - Present
Merrill Lynch 1974 - 1993
Education
Bucknell University 1967 — 1971
BSBA, Accounting
Claudia Berman Claudia Berman's Merrill Lynch Experience November 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Morgan Stanley Smith Barney February 2011 - November 2014
Bank of America Merrill Lynch August 2010 - February 2011
Samek Art Gallery January 2007 - May 2010
Skills
Series 7, Uniform Combined State..., Mutual Funds, Investments, Bonds, Financial Advisory, ETFs, Series 63, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation
Education
Bucknell University 2006 — 2010
B.A, Art History and Economics
New York University in Paris 2008 — 2008
Merrill Lynch November 2014 - Present
Morgan Stanley Smith Barney February 2011 - November 2014
Bank of America Merrill Lynch August 2010 - February 2011
Samek Art Gallery January 2007 - May 2010
Skills
Series 7, Uniform Combined State..., Mutual Funds, Investments, Bonds, Financial Advisory, ETFs, Series 63, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation
Education
Bucknell University 2006 — 2010
B.A, Art History and Economics
New York University in Paris 2008 — 2008
RICHARD C SACCARDI Lutcf CLU RICHARD C SACCARDI Lutcf CLU's Merrill Lynch Experience September 1975 - April 1977
Job Associate Agent at Trent Insurance Group Inc
Industry Insurance
Experience
Trent Insurance Group Inc June 2014 - Present
Nationwide Ins , The Trinter Agency January 1999 - May 2014
Western and Southern Life Ins Co. November 1978 - January 1999
L & K Restaurant's September 1977 - November 1978
Merrill Lynch September 1975 - April 1977
Skills
Insurance, Time Management, Life Insurance, Selling, Training, Small Business, Sales, Commercial Insurance, Fixed Annuities, Sales Management, Customer Service, Property & Casualty..., Marketing
Education
Bryn Mawr College 1986 — 2004
Chartered Life Underwirter
Trent Insurance Group Inc June 2014 - Present
Nationwide Ins , The Trinter Agency January 1999 - May 2014
Western and Southern Life Ins Co. November 1978 - January 1999
L & K Restaurant's September 1977 - November 1978
Merrill Lynch September 1975 - April 1977
Skills
Insurance, Time Management, Life Insurance, Selling, Training, Small Business, Sales, Commercial Insurance, Fixed Annuities, Sales Management, Customer Service, Property & Casualty..., Marketing
Education
Bryn Mawr College 1986 — 2004
Chartered Life Underwirter
Khamla Nirandone Khamla Nirandone's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor, AVP, at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Citizens Bank May 2012 - June 2014
State Street May 2003 - December 2006
Skills
Business Analysis, Business Strategy, Finance, Financial Analysis, Loans, Strategic Planning, Negotiation, Mortgage Lending, Investments, Role Model, Financial Services, Leadership, Real Estate, Banking, Strategic Financial..., Refinance, Mortgage Banking, Consumer Lending, Residential Mortgages, Sales, Analysis, Sales Management, Financial Planning
Education
Licenses 2014 — 2015
FINRA SERIES 7 & 66
Bryant University 2013 — 2014
Business Analysis, Business Analysis
University of Rhode Island 1997 — 2001
Bachelor's degree, Management Information Systems, General
Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Citizens Bank May 2012 - June 2014
State Street May 2003 - December 2006
Skills
Business Analysis, Business Strategy, Finance, Financial Analysis, Loans, Strategic Planning, Negotiation, Mortgage Lending, Investments, Role Model, Financial Services, Leadership, Real Estate, Banking, Strategic Financial..., Refinance, Mortgage Banking, Consumer Lending, Residential Mortgages, Sales, Analysis, Sales Management, Financial Planning
Education
Licenses 2014 — 2015
FINRA SERIES 7 & 66
Bryant University 2013 — 2014
Business Analysis, Business Analysis
University of Rhode Island 1997 — 2001
Bachelor's degree, Management Information Systems, General
Jonathan Kneath Jonathan Kneath's Merrill Lynch Experience November 2008 - March 2009
Job Financial Analyst at CTI Towers
Industry Telecommunications
Experience
CTI Towers, Inc. August 2012 - Present
Bank of America 2010 - 2012
Merrill Lynch November 2008 - March 2009
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, Free Cash Flow, Forecasting, Microsoft Word, Leadership
Education
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
CTI Towers, Inc. August 2012 - Present
Bank of America 2010 - 2012
Merrill Lynch November 2008 - March 2009
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, Free Cash Flow, Forecasting, Microsoft Word, Leadership
Education
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Devin Otway Devin Otway's Merrill Lynch Experience March 2008 - January 2009
Job Software Engineer
Industry Internet
Experience
MyVest April 2015 - Present
Hack Reactor 2014 - 2015
Georgia Institute of Technology August 2012 - May 2014
Davis, Bowen & Friedel, Inc. June 2013 - August 2013
Bank of America January 2009 - July 2011
Merrill Lynch March 2008 - January 2009
Skills
JavaScript, Backbone.js, SQL, Matlab, Responsive Web Design, HTML5, Program Management, AngularJS, Mocha, Chai, Software Development, Data Structures, Databases, React.js, Algorithm Design, D3.js, Git, CSS, jQuery, Flux, ArcGIS, Node.js, MongoDB, MySQL, CoffeeScript, Python, Operational Risk, Trading, Operations Management, Finance, Management, Customer Service, Sustainability, Research, Financial Modeling, English, Literacy, Internet Explorer, Business English, Calculator, Calculations
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive
Georgia Institute of Technology 2012 — 2014
Master of Science (M.S.), Environmental Engineering
Bucknell University 2003 — 2007
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
MyVest April 2015 - Present
Hack Reactor 2014 - 2015
Georgia Institute of Technology August 2012 - May 2014
Davis, Bowen & Friedel, Inc. June 2013 - August 2013
Bank of America January 2009 - July 2011
Merrill Lynch March 2008 - January 2009
Skills
JavaScript, Backbone.js, SQL, Matlab, Responsive Web Design, HTML5, Program Management, AngularJS, Mocha, Chai, Software Development, Data Structures, Databases, React.js, Algorithm Design, D3.js, Git, CSS, jQuery, Flux, ArcGIS, Node.js, MongoDB, MySQL, CoffeeScript, Python, Operational Risk, Trading, Operations Management, Finance, Management, Customer Service, Sustainability, Research, Financial Modeling, English, Literacy, Internet Explorer, Business English, Calculator, Calculations
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive
Georgia Institute of Technology 2012 — 2014
Master of Science (M.S.), Environmental Engineering
Bucknell University 2003 — 2007
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Caroline Seaton Caroline Seaton's Merrill Lynch Experience May 2014 - July 2014
Job Private Banking Summer Analyst at JPMorgan
Industry
Experience
J.P. Morgan June 2015 - August 2015
Merrill Lynch May 2014 - July 2014
Cline Davis & Mann January 2014 - January 2014
Room to Read May 2013 - August 2013
Greenwich Country Day School Summer Camp June 2008 - July 2010
Skills
PowerPoint, Minitab, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Event Planning, Teamwork, Leadership, Customer Service, Fundraising
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Italian Studies
The London School of Economics and Political Science (LSE) 2014 — 2014
Greenwich Academy 2009 — 2012
High School Diploma
J.P. Morgan June 2015 - August 2015
Merrill Lynch May 2014 - July 2014
Cline Davis & Mann January 2014 - January 2014
Room to Read May 2013 - August 2013
Greenwich Country Day School Summer Camp June 2008 - July 2010
Skills
PowerPoint, Minitab, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Event Planning, Teamwork, Leadership, Customer Service, Fundraising
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Italian Studies
The London School of Economics and Political Science (LSE) 2014 — 2014
Greenwich Academy 2009 — 2012
High School Diploma
Brandon Holden Brandon Holden's Merrill Lynch Experience May 2014 - August 2014
Job Student at Bucknell University
Industry Financial Services
Experience
Bloomberg LP May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
The Global Good Fund May 2013 - August 2013
Urban Outfitters May 2012 - January 2013
OPM, Congressional and Legislative Affairs June 2012 - August 2012
Promising Futures September 2010 - August 2012
United States Holocaust Memorial Museum January 2010 - August 2012
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs, Junior
DIS- Danish Institute for Study Abroad 2014 — 2014
Counterterrorism Intelligence and International Law
Bucknell en France
French Studies
Bloomberg LP May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
The Global Good Fund May 2013 - August 2013
Urban Outfitters May 2012 - January 2013
OPM, Congressional and Legislative Affairs June 2012 - August 2012
Promising Futures September 2010 - August 2012
United States Holocaust Memorial Museum January 2010 - August 2012
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs, Junior
DIS- Danish Institute for Study Abroad 2014 — 2014
Counterterrorism Intelligence and International Law
Bucknell en France
French Studies
Dan Minnis's Merrill Lynch Experience January 2012 - June 2013
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
New York Life & MainStay Investments June 2013 - December 2013
Merrill Lynch January 2012 - June 2013
Bucknell University July 2008 - May 2009
Skills
Investments, Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Series 7, Series 66, Bloomberg Terminal, Salesforce.com, Customer Service, Customer Relations, Internet Research, Teamwork, English, Word, Outlook, Research, Problem Solving
Education
Bucknell University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Bachelor of Arts (B.A.), Spanish
New York Life & MainStay Investments January 2014 - Present
New York Life & MainStay Investments June 2013 - December 2013
Merrill Lynch January 2012 - June 2013
Bucknell University July 2008 - May 2009
Skills
Investments, Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Series 7, Series 66, Bloomberg Terminal, Salesforce.com, Customer Service, Customer Relations, Internet Research, Teamwork, English, Word, Outlook, Research, Problem Solving
Education
Bucknell University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Bachelor of Arts (B.A.), Spanish
Brielle Pettinelli Brielle Pettinelli's Merrill Lynch Experience 2009 - 2009
Job Co Founder at ROOT
Industry Consumer Electronics
Experience
ROOT 2014 - Present
OXO August 2013 - 2014
Holdaplate 2011 - 2013
Bresslergroup June 2012 - August 2012
Agent 16 2010 - 2010
Merrill Lynch 2009 - 2009
H2L2 Architects/Planners 2008 - 2008
Skills
Product Design, Integrated Marketing, International Business, Product Development, Market Research, Microsoft Office, Sustainability, Adobe Creative Suite, 3D Modeling, Rhino, Sketching, Sketchbook Pro, Solidworks, Vray, Wacom Tablet, Rapid Prototyping, Photoshop, Illustrator, InDesign, Prototyping, Multicultural, French, Italian, Business Strategy, Market Planning, International Marketing, Consumer Behaviour, Design for Manufacturing, Marketing Management, Advertising, Marketing Strategy, Consumer Behavior, Product Marketing, Social Media Marketing, Product Innovation, Brand Development, Ideation, Design Strategy, Creative Problem Solving, Industrial Design, Marketing Research, Design Thinking, Earned Value Management, Concept Development
Education
University of Pennsylvania 2010 — 2011
Master of Science in Engineering, Integrated Product Design
Villanova School of Business 2007 — 2010
Bachelor of Science (BS), International Business and Marketing
University of Cambridge 2008 — 2008
INSTEP, Political Science and Economics
Bucknell University 2006 — 2007
Biology, Environmental Studies
ROOT 2014 - Present
OXO August 2013 - 2014
Holdaplate 2011 - 2013
Bresslergroup June 2012 - August 2012
Agent 16 2010 - 2010
Merrill Lynch 2009 - 2009
H2L2 Architects/Planners 2008 - 2008
Skills
Product Design, Integrated Marketing, International Business, Product Development, Market Research, Microsoft Office, Sustainability, Adobe Creative Suite, 3D Modeling, Rhino, Sketching, Sketchbook Pro, Solidworks, Vray, Wacom Tablet, Rapid Prototyping, Photoshop, Illustrator, InDesign, Prototyping, Multicultural, French, Italian, Business Strategy, Market Planning, International Marketing, Consumer Behaviour, Design for Manufacturing, Marketing Management, Advertising, Marketing Strategy, Consumer Behavior, Product Marketing, Social Media Marketing, Product Innovation, Brand Development, Ideation, Design Strategy, Creative Problem Solving, Industrial Design, Marketing Research, Design Thinking, Earned Value Management, Concept Development
Education
University of Pennsylvania 2010 — 2011
Master of Science in Engineering, Integrated Product Design
Villanova School of Business 2007 — 2010
Bachelor of Science (BS), International Business and Marketing
University of Cambridge 2008 — 2008
INSTEP, Political Science and Economics
Bucknell University 2006 — 2007
Biology, Environmental Studies
Erik Kidd, CIMA's Merrill Lynch Experience April 2002 - November 2004
Job Senior Advisor Consultant at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman November 2004 - Present
Merrill Lynch April 2002 - November 2004
Morgan Stanley June 2001 - March 2002
Education
Bucknell University 1997 — 2001
B.A., Economics
Neuberger Berman November 2004 - Present
Merrill Lynch April 2002 - November 2004
Morgan Stanley June 2001 - March 2002
Education
Bucknell University 1997 — 2001
B.A., Economics
Kevion Latham's Merrill Lynch Experience March 2012 - February 2014
Job EMBA Candidate Joseph M. Katz Graduate School of Business, Partner at Fort McIntosh Wealth Advisors
Industry Financial Services
Experience
Fort Mcintosh Wealth Advisors February 2014 - Present
Every Child Inc September 2014 - Present
Penn State University April 2014 - Present
Orange Arrow December 2012 - August 2015
Merrill Lynch March 2012 - February 2014
PNC Financial Services February 2011 - March 2012
Penn State University June 2007 - December 2010
The Penn Stater Hotel May 2008 - August 2009
Skills
Investments, Financial Reporting, Strategic Financial..., Portfolio Management, Retirement Planning, Insurance, Securities, Wealth Management, Series 7, Financial Analysis, Public Speaking, Mutual Funds, Management, Leadership, Budgets, Strategic Planning, Financial Planning, Finance, Financial Risk
Education
Bryant University 2015 — 2016
Financial Planning and Services
College for Financial Planning 2014 — 2015
Financial Planning and Services
Penn State University 2007 — 2010
Bachelor of Science, Finance, 3.46
Fort Mcintosh Wealth Advisors February 2014 - Present
Every Child Inc September 2014 - Present
Penn State University April 2014 - Present
Orange Arrow December 2012 - August 2015
Merrill Lynch March 2012 - February 2014
PNC Financial Services February 2011 - March 2012
Penn State University June 2007 - December 2010
The Penn Stater Hotel May 2008 - August 2009
Skills
Investments, Financial Reporting, Strategic Financial..., Portfolio Management, Retirement Planning, Insurance, Securities, Wealth Management, Series 7, Financial Analysis, Public Speaking, Mutual Funds, Management, Leadership, Budgets, Strategic Planning, Financial Planning, Finance, Financial Risk
Education
Bryant University 2015 — 2016
Financial Planning and Services
College for Financial Planning 2014 — 2015
Financial Planning and Services
Penn State University 2007 — 2010
Bachelor of Science, Finance, 3.46
Brendan Davis's Merrill Lynch Experience June 2014 - August 2014
Job Assurance Intern at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Central Jersey Umpire Association April 2011 - July 2015
Merrill Lynch June 2014 - August 2014
Davis Brothers Landscaping April 2009 - August 2013
Skills
Entrepreneurship, Microsoft Excel, Social Media, Social Skills, Microsoft Office, Event Planning, Customer Service, Management, Teamwork, Data Analysis, Operations Management, Accounting, Salesforce Training, Bloomberg Terminal, Leadership
Education
Bucknell University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Financial Management, 4.0 Major GPA, Senior
New Providence High School 2008 — 2012
PwC June 2015 - Present
Central Jersey Umpire Association April 2011 - July 2015
Merrill Lynch June 2014 - August 2014
Davis Brothers Landscaping April 2009 - August 2013
Skills
Entrepreneurship, Microsoft Excel, Social Media, Social Skills, Microsoft Office, Event Planning, Customer Service, Management, Teamwork, Data Analysis, Operations Management, Accounting, Salesforce Training, Bloomberg Terminal, Leadership
Education
Bucknell University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Financial Management, 4.0 Major GPA, Senior
New Providence High School 2008 — 2012
Karen (Fallon) Scarcliff Karen (Fallon) Scarcliff's Merrill Lynch Experience January 1997 - December 2000
Job Business Consultant at In Transition Actively Pursuing new Oportunities in the Medical and Healthcare Industries
Industry Pharmaceuticals
Experience
In Transition- Actively Pursuing new Oportunities in the Medical and Healthcare Industries July 2015 - Present
Allergan September 2006 - June 2015
The Janssen Pharmaceutical Companies of Johnson & Johnson April 2004 - August 2006
The Janssen Pharmaceutical Companies of Johnson & Johnson January 2003 - March 2004
The Janssen Pharmaceutical Companies of Johnson & Johnson January 2001 - December 2002
Merrill Lynch January 1997 - December 2000
Merrill Lynch January 1995 - December 1996
Merrill Lynch June 1993 - December 1995
Skills
Pharmaceutical Sales, Ophthalmology, Managed Care, Sales Effectiveness, Pharmaceutical Industry, Sales, Product Launch, Strategic Consulting, Practice Management, Gastroenterology, Business Coaching, Sales Management, Team Management, Business Strategy, Marketing, Employee Training, Training Delivery, Leadership Development, Cross-functional Team..., Training & Development, Sales Operations, Healthcare, Healthcare Reimbursement, Business Development, Healthcare Consulting, Healthcare Management, Accountable Care, Consultative Selling, Team Leadership, Business Planning
Education
Bucknell University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Maryvale Preparatory School 1986 — 1989
In Transition- Actively Pursuing new Oportunities in the Medical and Healthcare Industries July 2015 - Present
Allergan September 2006 - June 2015
The Janssen Pharmaceutical Companies of Johnson & Johnson April 2004 - August 2006
The Janssen Pharmaceutical Companies of Johnson & Johnson January 2003 - March 2004
The Janssen Pharmaceutical Companies of Johnson & Johnson January 2001 - December 2002
Merrill Lynch January 1997 - December 2000
Merrill Lynch January 1995 - December 1996
Merrill Lynch June 1993 - December 1995
Skills
Pharmaceutical Sales, Ophthalmology, Managed Care, Sales Effectiveness, Pharmaceutical Industry, Sales, Product Launch, Strategic Consulting, Practice Management, Gastroenterology, Business Coaching, Sales Management, Team Management, Business Strategy, Marketing, Employee Training, Training Delivery, Leadership Development, Cross-functional Team..., Training & Development, Sales Operations, Healthcare, Healthcare Reimbursement, Business Development, Healthcare Consulting, Healthcare Management, Accountable Care, Consultative Selling, Team Leadership, Business Planning
Education
Bucknell University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Maryvale Preparatory School 1986 — 1989
Alicia Duran Alicia Duran's Merrill Lynch Experience 1996 - 2002
Job Contracts Manager, Copy Editor at Blue Apple Books
Industry Publishing
Experience
Blue Apple Books March 2009 - Present
Merrill Lynch 1996 - 2002
Salomon Brothers 1994 - 1996
The Knowledge Company 1990 - 1992
Skills
Copy Editing, Creative Writing, Editing, Editorial, Emerging Markets, Proofreading, Publishing, Research
Education
Columbia University - School of International and Public Affairs 1992 — 1994
M.I.A., International Policy, Latin America
Bryn Mawr College 1986 — 1990
B.A., summa cum laude, Spanish Language and Literature
Blue Apple Books March 2009 - Present
Merrill Lynch 1996 - 2002
Salomon Brothers 1994 - 1996
The Knowledge Company 1990 - 1992
Skills
Copy Editing, Creative Writing, Editing, Editorial, Emerging Markets, Proofreading, Publishing, Research
Education
Columbia University - School of International and Public Affairs 1992 — 1994
M.I.A., International Policy, Latin America
Bryn Mawr College 1986 — 1990
B.A., summa cum laude, Spanish Language and Literature
Holly Boyle Holly Boyle's Merrill Lynch Experience June 2008 - August 2008
Job Product Manager at kate spade
Industry Apparel & Fashion
Experience
Kate Spade & Company March 2015 - Present
kate spade September 2012 - March 2015
Victoria's Secret August 2009 - September 2012
Merrill Lynch June 2008 - August 2008
SpaFinder June 2007 - August 2007
Skills
Product Development, Apparel, Merchandising, Fashion, Retail, Textiles, Social Media, PowerPoint, Competitive Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Bucknell University 2005 — 2009
Bachelor of Arts / Bachelor of Science, Business Management
The Peddie School 2001 — 2005
Kate Spade & Company March 2015 - Present
kate spade September 2012 - March 2015
Victoria's Secret August 2009 - September 2012
Merrill Lynch June 2008 - August 2008
SpaFinder June 2007 - August 2007
Skills
Product Development, Apparel, Merchandising, Fashion, Retail, Textiles, Social Media, PowerPoint, Competitive Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Bucknell University 2005 — 2009
Bachelor of Arts / Bachelor of Science, Business Management
The Peddie School 2001 — 2005
Adam Bielemeier Adam Bielemeier's Merrill Lynch Experience 2009 - 2010
Job Complex Risk Officer Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2010 - Present
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch October 2003 - December 2005
Skills
Series 7, Series 66, Series 3, Series 9, Series 10, FINRA, Uniform Combined State..., Management, Nasdaq, Human Resources, Wealth Management, Investments, Compliance, Risk Management, Eagle Scout, Legal Compliance, Customer Service, Series 63, Credit, Loans, Financial Analysis, Financial Risk, Portfolio Management, Securities, Investment Advisory, Mutual Funds, Fixed Income, Credit Risk, Financial Services, Equities, Alternative Investments, Hedge Funds, Banking, Asset Management, Finance, Retirement Planning, Asset Allocation
Education
Bucknell University 1998 — 2002
BSBA, Business Management
Morgan Stanley Wealth Management August 2010 - Present
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch October 2003 - December 2005
Skills
Series 7, Series 66, Series 3, Series 9, Series 10, FINRA, Uniform Combined State..., Management, Nasdaq, Human Resources, Wealth Management, Investments, Compliance, Risk Management, Eagle Scout, Legal Compliance, Customer Service, Series 63, Credit, Loans, Financial Analysis, Financial Risk, Portfolio Management, Securities, Investment Advisory, Mutual Funds, Fixed Income, Credit Risk, Financial Services, Equities, Alternative Investments, Hedge Funds, Banking, Asset Management, Finance, Retirement Planning, Asset Allocation
Education
Bucknell University 1998 — 2002
BSBA, Business Management
Alexandra Beda's Merrill Lynch Experience June 2015 - Present
Job Econometrics Teaching Assistant at Bryn Mawr College
Industry Higher Education
Experience
Bryn Mawr College August 2015 - Present
Merrill Lynch June 2015 - Present
Vanguard February 2015 - June 2015
J.P. Morgan September 2014 - January 2015
Haverford College 2014 - 2015
J.P. Morgan June 2014 - August 2014
Self-Governance Association/Residence Council September 2013 - April 2014
Apple Vacations June 2013 - August 2013
VVSA June 2012 - August 2012
Skills
Microsoft Excel, Stata, Economics, French, Sports, Facebook, PowerPoint, Research, Time Management, Microsoft Office
Education
Bryn Mawr College 2012 — 2016
Bachelor's degree candidate, Economics/Biology
Bryn Mawr College August 2015 - Present
Merrill Lynch June 2015 - Present
Vanguard February 2015 - June 2015
J.P. Morgan September 2014 - January 2015
Haverford College 2014 - 2015
J.P. Morgan June 2014 - August 2014
Self-Governance Association/Residence Council September 2013 - April 2014
Apple Vacations June 2013 - August 2013
VVSA June 2012 - August 2012
Skills
Microsoft Excel, Stata, Economics, French, Sports, Facebook, PowerPoint, Research, Time Management, Microsoft Office
Education
Bryn Mawr College 2012 — 2016
Bachelor's degree candidate, Economics/Biology
James Wiley James Wiley's Merrill Lynch Experience April 2012 - June 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Merrill Lynch April 2012 - June 2013
vFinance Investments September 2011 - April 2012
Skills
Client Service, Equity Research, Client Acquisition, Economics, Equities, Customer Service, Word, Options, Series 7, Series 63, Series 65, Alternative Investments, Financial Services, Microsoft Excel
Education
Bucknell University 2007 — 2011
B.A., Economics, History
Polytechnic High School 2003 — 2007
Morgan Stanley June 2013 - Present
Merrill Lynch April 2012 - June 2013
vFinance Investments September 2011 - April 2012
Skills
Client Service, Equity Research, Client Acquisition, Economics, Equities, Customer Service, Word, Options, Series 7, Series 63, Series 65, Alternative Investments, Financial Services, Microsoft Excel
Education
Bucknell University 2007 — 2011
B.A., Economics, History
Polytechnic High School 2003 — 2007
Chase Rogers Chase Rogers's Merrill Lynch Experience June 2012 - August 2012
Job Associate at PwC
Industry Financial Services
Experience
PwC October 2013 - Present
Merrill Lynch June 2012 - August 2012
AFC First Financial Corp. 2011 - 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Financial Reporting, Spanish, Time Management, Crystal Ball, Microsoft Office, Public Speaking, Finance
Education
Bucknell University 2009 — 2013
BS, Accounting, Spanish
PwC October 2013 - Present
Merrill Lynch June 2012 - August 2012
AFC First Financial Corp. 2011 - 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Financial Reporting, Spanish, Time Management, Crystal Ball, Microsoft Office, Public Speaking, Finance
Education
Bucknell University 2009 — 2013
BS, Accounting, Spanish
Brian Pendleton Brian Pendleton's Merrill Lynch Experience June 2011 - June 2012
Job Financial Advisor at Hennion & Walsh
Industry Financial Services
Experience
Hennion & Walsh July 2012 - Present
Merrill Lynch June 2011 - June 2012
Education
Bucknell University 2007 — 2011
B.A., Economics and Political Science
Mountain Lakes High School 2003 — 2007
Hennion & Walsh July 2012 - Present
Merrill Lynch June 2011 - June 2012
Education
Bucknell University 2007 — 2011
B.A., Economics and Political Science
Mountain Lakes High School 2003 — 2007
Christopher J. Guandolo, CFP(R) Christopher J. Guandolo, CFP(R)'s Merrill Lynch Experience 1999 - 2004
Job Brown, Guandolo, Onuska & Orr The Advisory Partners of Beaver, PA
Industry Financial Services
Experience
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
Matthew Holumzer's Merrill Lynch Experience June 2009 - December 2009
Job Senior Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2015 - Present
Eze Software Group October 2012 - December 2014
Bank of America/Merrill Lynch March 2011 - September 2012
Bank of America December 2009 - March 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - May 2008
Hertz Corporation August 2005 - September 2007
Skills
Fixed Income, Equities, Project Management, Collateral Management, User Acceptance Testing, Bloomberg, DTC, C++, OCC, SQL, SQL Server Management..., Hedge Funds, Eze Castle, FIX, Omgeo Oasys, RealTick, Tradar, Consulting, Relationship Management, Business Analysis, Client Services, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master, Business Administration; Finance, Information Systems
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Eze Software Group January 2015 - Present
Eze Software Group October 2012 - December 2014
Bank of America/Merrill Lynch March 2011 - September 2012
Bank of America December 2009 - March 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - May 2008
Hertz Corporation August 2005 - September 2007
Skills
Fixed Income, Equities, Project Management, Collateral Management, User Acceptance Testing, Bloomberg, DTC, C++, OCC, SQL, SQL Server Management..., Hedge Funds, Eze Castle, FIX, Omgeo Oasys, RealTick, Tradar, Consulting, Relationship Management, Business Analysis, Client Services, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master, Business Administration; Finance, Information Systems
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Michael Moryto Michael Moryto's Merrill Lynch Experience May 2012 - September 2012
Job Financial Analyst
Industry Financial Services
Experience
Merrill Lynch May 2012 - September 2012
Skills
Bloomberg Terminal, Microsoft Office, Customer Engagement, Financial Services, Databases, Financial Analysis
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), International Finance
Merrill Lynch May 2012 - September 2012
Skills
Bloomberg Terminal, Microsoft Office, Customer Engagement, Financial Services, Databases, Financial Analysis
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), International Finance
Edward Redpath Edward Redpath's Merrill Lynch Experience June 2012 - August 2012
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency InternFidelity InvestmentsJune 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Capital Markets, PowerPoint, Microsoft Word, Finance, Teamwork, Leadership, Customer Service, Investments, Accounting, Economics
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance, General
The Taft School 2007 — 2010
Office of the Comptroller of the Currency InternFidelity InvestmentsJune 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Capital Markets, PowerPoint, Microsoft Word, Finance, Teamwork, Leadership, Customer Service, Investments, Accounting, Economics
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance, General
The Taft School 2007 — 2010
Richard Markey Richard Markey's Merrill Lynch Experience January 1982 - February 1985
Job Wealth Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 1988 - Present
Drexel Burnham Lambert February 1985 - February 1988
Merrill Lynch January 1982 - February 1985
Education
Bryant University 1974 — 1978
Bachelor of Science, Finance, Management, Marketing
St Mary High School 1970 — 1974
UBS Financial Services Inc February 1988 - Present
Drexel Burnham Lambert February 1985 - February 1988
Merrill Lynch January 1982 - February 1985
Education
Bryant University 1974 — 1978
Bachelor of Science, Finance, Management, Marketing
St Mary High School 1970 — 1974
Francis McKenna's Merrill Lynch Experience May 2007 - May 2010
Job Fixed Income Trader at Chilton Investment Company
Industry Financial Services
Experience
Chilton Investment Company November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
Merrill Lynch May 2007 - May 2010
Chapdelaine & Co. June 2004 - May 2007
Skills
Fixed Income, Bonds, Series 7, Bloomberg, Equities, Series 63, Investments, Securities, Capital Markets, Portfolio Management, Hedge Funds, Asset Management, Trading, Asset Allocation, Alternative Investments
Education
Bucknell University 2000 — 2004
BS, Business Management
Syracuse University 2003 — 2003
Semester abroad, Florence, Italy
Fordham Preparatory 1996 — 2000
Chilton Investment Company November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
Merrill Lynch May 2007 - May 2010
Chapdelaine & Co. June 2004 - May 2007
Skills
Fixed Income, Bonds, Series 7, Bloomberg, Equities, Series 63, Investments, Securities, Capital Markets, Portfolio Management, Hedge Funds, Asset Management, Trading, Asset Allocation, Alternative Investments
Education
Bucknell University 2000 — 2004
BS, Business Management
Syracuse University 2003 — 2003
Semester abroad, Florence, Italy
Fordham Preparatory 1996 — 2000
Andre Brasser Andre Brasser's Merrill Lynch Experience June 2008 - August 2008
Job Manager Cash Equity Product Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley July 2012 - May 2015
Retirement Planning Services November 2009 - June 2012
Edible Arrangements March 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Finance, Marketing
Education
University of Baltimore 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), History
Morgan Stanley June 2015 - Present
Morgan Stanley July 2012 - May 2015
Retirement Planning Services November 2009 - June 2012
Edible Arrangements March 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Finance, Marketing
Education
University of Baltimore 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), History
Alison Bianco's Merrill Lynch Experience May 2012 - August 2012
Job Merrill Lynch Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Alternative Investments August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
ING DIRECT Australia February 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Christie's June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
PowerPoint, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel
Education
Bucknell University 2010 — 2014
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2007 — 2010
Merrill Lynch Alternative Investments August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
ING DIRECT Australia February 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Christie's June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
PowerPoint, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel
Education
Bucknell University 2010 — 2014
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2007 — 2010
Sharon Harshbarger Kucera's Merrill Lynch Experience January 2009 - November 2010
Job **
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Rich Karcher's Merrill Lynch Experience January 2009 - March 2010
Job Senior Manager, Wyndham Vacation Rentals, NA, National Development at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide August 2014 - Present
Wyndham Worldwide June 2013 - August 2013
Deloitte March 2010 - June 2012
Merrill Lynch January 2009 - March 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch June 2005 - February 2007
Merrill Lynch June 2004 - August 2004
Skills
Management Consulting, Strategic Partnerships, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Business Development, Change Management, Leadership, Strategy, Wealth Management, Organizational..., Product Marketing, New Business Development, Brand Communication, Organizational..., Global Marketing, Project Portfolio..., Project Management, Brand Awareness, Merger Communications, Change Management..., Multimedia Project..., Social Media Marketing, Consumer Lending, Banking Relationships, Distribution
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BSBA
Wyndham Worldwide August 2014 - Present
Wyndham Worldwide June 2013 - August 2013
Deloitte March 2010 - June 2012
Merrill Lynch January 2009 - March 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch June 2005 - February 2007
Merrill Lynch June 2004 - August 2004
Skills
Management Consulting, Strategic Partnerships, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Business Development, Change Management, Leadership, Strategy, Wealth Management, Organizational..., Product Marketing, New Business Development, Brand Communication, Organizational..., Global Marketing, Project Portfolio..., Project Management, Brand Awareness, Merger Communications, Change Management..., Multimedia Project..., Social Media Marketing, Consumer Lending, Banking Relationships, Distribution
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BSBA
Vincent Zaccardi, CRPC® Vincent Zaccardi, CRPC®'s Merrill Lynch Experience June 1992 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1992 - Present
Skills
Asset Allocation, Investments, Retirement Planning, Estate Planning, Wealth, 401k, Financial Planners, Wealth Management..., High Net Worth..., Asset Protection, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Asset Managment, Securities, Portfolio Management, Fixed Income, Retirement, Strategic Financial..., ETFs, Financial Analysis, Investment Advisory, Small Business, Financial Planning
Education
Bryant University 1976 — 1980
BS, Business Administration
Merrill Lynch June 1992 - Present
Skills
Asset Allocation, Investments, Retirement Planning, Estate Planning, Wealth, 401k, Financial Planners, Wealth Management..., High Net Worth..., Asset Protection, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Investment Strategies, Asset Managment, Securities, Portfolio Management, Fixed Income, Retirement, Strategic Financial..., ETFs, Financial Analysis, Investment Advisory, Small Business, Financial Planning
Education
Bryant University 1976 — 1980
BS, Business Administration
Elizabeth Terzic Smith, CPA Elizabeth Terzic Smith, CPA's Merrill Lynch Experience November 2009 - October 2011
Job Financial Analyst/ Accountant
Industry Banking
Experience
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
Jordan Lardieri Jordan Lardieri's Merrill Lynch Experience December 2011 - November 2012
Job Financial Analyst at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP July 2014 - Present
Public Consulting Group November 2012 - July 2014
Merrill Lynch December 2011 - November 2012
MetLife 2011 - December 2011
Tiffany & Co. September 2010 - May 2011
Bryant University September 2008 - May 2011
Tiffany & Co. June 2010 - August 2010
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Finance, Management, International Affairs
Università degli Studi di Milano 2009 — 2009
Ropes & Gray LLP July 2014 - Present
Public Consulting Group November 2012 - July 2014
Merrill Lynch December 2011 - November 2012
MetLife 2011 - December 2011
Tiffany & Co. September 2010 - May 2011
Bryant University September 2008 - May 2011
Tiffany & Co. June 2010 - August 2010
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Finance, Management, International Affairs
Università degli Studi di Milano 2009 — 2009
Pamela Wallace's Merrill Lynch Experience 1996 - 2001
Job Owner of Pilamaya LLC
Industry Consumer Goods
Experience
Pilamaya LLC April 2010 - Present
Investools 2007 - 2010
JP Morgan Chase 2004 - 2006
InCharge Institute 2002 - 2003
Merrill Lynch 1996 - 2001
Skills
Strategic Planning, Interactive Marketing, Strategy, Marketing Strategy, Competitive Analysis, Advertising
Education
Harvard Business School 1985 — 1987
MBA, Business Administration
Bucknell University 1977 — 1981
BS, Engineering
Avon High School
Pilamaya LLC April 2010 - Present
Investools 2007 - 2010
JP Morgan Chase 2004 - 2006
InCharge Institute 2002 - 2003
Merrill Lynch 1996 - 2001
Skills
Strategic Planning, Interactive Marketing, Strategy, Marketing Strategy, Competitive Analysis, Advertising
Education
Harvard Business School 1985 — 1987
MBA, Business Administration
Bucknell University 1977 — 1981
BS, Engineering
Avon High School
Adam Inzirillo's Merrill Lynch Experience July 2010 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Ali Luisi's Merrill Lynch Experience March 1995 - March 2005
Job Avison Young, Commercial Real Estate
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate 2015 - Present
VTB Capital March 2012 - April 2014
ING 2008 - 2012
BTIG 2005 - 2008
Merrill Lynch March 1995 - March 2005
Skills
Investments, Capital Markets, Asset Management, Trading, Sales, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income
Education
Bucknell University 1990 — 1994
Avison Young Commercial Real Estate 2015 - Present
VTB Capital March 2012 - April 2014
ING 2008 - 2012
BTIG 2005 - 2008
Merrill Lynch March 1995 - March 2005
Skills
Investments, Capital Markets, Asset Management, Trading, Sales, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income
Education
Bucknell University 1990 — 1994
Lisa Effron's Merrill Lynch Experience June 1998 - March 2008
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Alan Krasner's Merrill Lynch Experience November 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Morgan Stanley Smith Barney September 2007 - November 2010
Deloitte Consulting January 1997 - September 2007
Accenture August 1985 - January 1997
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Fixed Income, Risk Management, Management Consulting, Mergers, Strategy, Business Analysis, Governance, Program Management, Business Strategy, PMO, Project Portfolio..., Wealth Management, Financial Advisory, Securities, Investments, Equities, Hedge Funds, Asset Managment, Acquisition Integration, Consulting, Capital Markets, Business Transformation, Analysis, Alternative Investments, Managerial Finance, Business Process..., Mergers & Acquisitions, Financial Services, Asset Management, Finance, Analytics, Tax, Investment Banking, Management, Business Process..., Executive Management, Valuation
Education
Cornell University 1983 — 1985
MBA, Finance
Bucknell University 1975 — 1979
BA, Economics, Political Science
Merrill Lynch November 2010 - Present
Morgan Stanley Smith Barney September 2007 - November 2010
Deloitte Consulting January 1997 - September 2007
Accenture August 1985 - January 1997
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Fixed Income, Risk Management, Management Consulting, Mergers, Strategy, Business Analysis, Governance, Program Management, Business Strategy, PMO, Project Portfolio..., Wealth Management, Financial Advisory, Securities, Investments, Equities, Hedge Funds, Asset Managment, Acquisition Integration, Consulting, Capital Markets, Business Transformation, Analysis, Alternative Investments, Managerial Finance, Business Process..., Mergers & Acquisitions, Financial Services, Asset Management, Finance, Analytics, Tax, Investment Banking, Management, Business Process..., Executive Management, Valuation
Education
Cornell University 1983 — 1985
MBA, Finance
Bucknell University 1975 — 1979
BA, Economics, Political Science
Eric Crabtree's Merrill Lynch Experience April 1993 - August 1994
Job Chief Client Service Officer at Causeway Capital Management LLC, Board Member at John Tracy Clinic
Industry Investment Management
Experience
John Tracy Clinic July 2012 - Present
Causeway Capital Management LLC April 2004 - Present
Roxbury Capital Managerment, LLC March 2000 - April 2004
Finacorp Securities February 1995 - December 1999
Merrill Lynch April 1993 - August 1994
Lanier Worldwide September 1991 - March 1993
Skills
Equities, Asset Managment, Portfolio Management, Investments, Series 7, Hedge Funds, Alternative Investments, Mutual Funds, Business Development, Asset Allocation, Wealth Management, Business Strategy, Securities, Strategic Planning, Risk Management, Valuation, Financial Analysis, Due Diligence, Asset Management, Financial Services, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA
Bucknell University 1987 — 1991
Bachelor of Arts (B.A.), English Literature
San Marino High School 1982 — 1987
John Tracy Clinic July 2012 - Present
Causeway Capital Management LLC April 2004 - Present
Roxbury Capital Managerment, LLC March 2000 - April 2004
Finacorp Securities February 1995 - December 1999
Merrill Lynch April 1993 - August 1994
Lanier Worldwide September 1991 - March 1993
Skills
Equities, Asset Managment, Portfolio Management, Investments, Series 7, Hedge Funds, Alternative Investments, Mutual Funds, Business Development, Asset Allocation, Wealth Management, Business Strategy, Securities, Strategic Planning, Risk Management, Valuation, Financial Analysis, Due Diligence, Asset Management, Financial Services, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA
Bucknell University 1987 — 1991
Bachelor of Arts (B.A.), English Literature
San Marino High School 1982 — 1987
Amanda Masucci Daly's Merrill Lynch Experience June 1997 - August 1998
Job National Underwriting Counsel at First American
Industry Real Estate
Experience
First American September 2005 - Present
Klehr, Harrison, Harvey, Branzburg & Ellers LLP August 2001 - May 2005
Merrill Lynch June 1997 - August 1998
Education
Villanova University School of Law 1998 — 2001
J.D.
Bucknell University 1993 — 1997
First American September 2005 - Present
Klehr, Harrison, Harvey, Branzburg & Ellers LLP August 2001 - May 2005
Merrill Lynch June 1997 - August 1998
Education
Villanova University School of Law 1998 — 2001
J.D.
Bucknell University 1993 — 1997
Jay Vagnini's Merrill Lynch Experience May 2006 - March 2015
Job Private Banker at Morgan Stanley Private Wealth Management
Industry Banking
Experience
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch May 2006 - March 2015
Sovereign Bank April 2005 - May 2006
Skills
Customer Relations, Notary Public, Credit, Private Banking, Wealth Management, Loans, Finance, Mortgage Lending, Banking, Series 7, Life Insurance, Series 63, Consumer Lending, Loan Origination, Mortgage Banking, Series 6, Relationship Management, High Net Worth..., Securities Lending, Customer Service, Portfolio Management
Education
Bryant University 1995 — 1999
BS
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch May 2006 - March 2015
Sovereign Bank April 2005 - May 2006
Skills
Customer Relations, Notary Public, Credit, Private Banking, Wealth Management, Loans, Finance, Mortgage Lending, Banking, Series 7, Life Insurance, Series 63, Consumer Lending, Loan Origination, Mortgage Banking, Series 6, Relationship Management, High Net Worth..., Securities Lending, Customer Service, Portfolio Management
Education
Bryant University 1995 — 1999
BS
Jeanine Brady's Merrill Lynch Experience 2005 - 2006
Job National Purchasing Manager at Sims Group
Industry Logistics and Supply Chain
Experience
Sims Group National Purchasing ManagerSims Group2006 - Present
Merrill Lynch 2005 - 2006
Cendant 2001 - 2006
Datek Online 2000 - 2005
Education
Bryant University 1973 — 1975
AS, Business
Nipmuc Regional High School 1968 — 1973
HS Diploma, Business
Sims Group National Purchasing ManagerSims Group2006 - Present
Merrill Lynch 2005 - 2006
Cendant 2001 - 2006
Datek Online 2000 - 2005
Education
Bryant University 1973 — 1975
AS, Business
Nipmuc Regional High School 1968 — 1973
HS Diploma, Business
Janet Sracic Cahill's Merrill Lynch Experience March 2004 - November 2006
Job COO for Technology and Chief of Staff to the CIO at AIG
Industry Information Technology and Services
Experience
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Joshua Lopes's Merrill Lynch Experience May 2007 - August 2007
Job Internal Wholesaler MetLife
Industry Financial Services
Experience
MetLife April 2008 - Present
Archway Investment Fund 2007 - 2008
Merrill Lynch May 2007 - August 2007
Education
Bryant University 2004 — 2008
BS, Finance
MetLife April 2008 - Present
Archway Investment Fund 2007 - 2008
Merrill Lynch May 2007 - August 2007
Education
Bryant University 2004 — 2008
BS, Finance
Alvin McCoy's Merrill Lynch Experience 1994 - 1999
Job Managing Partner, Quantum Capital Partners
Industry Investment Banking
Experience
Quantum Capital Partners January 2004 - Present
Merrill Lynch 1994 - 1999
Procter & Gamble June 1990 - March 1992
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Bucknell University 1986 — 1990
Baltimore Polytechnic Institute
Quantum Capital Partners January 2004 - Present
Merrill Lynch 1994 - 1999
Procter & Gamble June 1990 - March 1992
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Bucknell University 1986 — 1990
Baltimore Polytechnic Institute
Laurie Berke's Merrill Lynch Experience October 1990 - May 1997
Job Founder at Londonderry Advisory Group, LLC
Industry Financial Services
Experience
Londonderry Advisory Group, LLC March 2014 - Present
TABB Group May 2006 - February 2014
ITG Inc. October 1997 - February 2006
Merrill Lynch October 1990 - May 1997
Kidder Peabody 1985 - 1990
Paine Webber 1979 - 1985
Skills
Trading Systems, Equities, Program Trading, Capital Markets, Electronic Trading, Market Structure, Trading, Financial Markets, Equity Derivatives, Financial Services, Valuation, Investment Banking, Hedge Funds, Options, Investments, Proprietary Trading, Back Office, Bloomberg, Securities, FINRA, Trading Strategies, Fixed Income, Asset Management, Derivatives, Portfolio Management, Bonds, Market Data, Series 7, Equity Trading, Series 63, Prime Brokerage, Risk Management, ETFs, Series 24, Quantitative Finance, Swaps, Emerging Markets, Credit Derivatives, Interest Rate..., Alternative Investments, FX Options, Middle Office, Currency, Hedging, Investment Management, Structured Products, Commodity, Fund Of Funds, Institutional..., Equity Research
Education
Bucknell University 1972 — 1976
BA, French Lit, English Lit, Music
Londonderry Advisory Group, LLC March 2014 - Present
TABB Group May 2006 - February 2014
ITG Inc. October 1997 - February 2006
Merrill Lynch October 1990 - May 1997
Kidder Peabody 1985 - 1990
Paine Webber 1979 - 1985
Skills
Trading Systems, Equities, Program Trading, Capital Markets, Electronic Trading, Market Structure, Trading, Financial Markets, Equity Derivatives, Financial Services, Valuation, Investment Banking, Hedge Funds, Options, Investments, Proprietary Trading, Back Office, Bloomberg, Securities, FINRA, Trading Strategies, Fixed Income, Asset Management, Derivatives, Portfolio Management, Bonds, Market Data, Series 7, Equity Trading, Series 63, Prime Brokerage, Risk Management, ETFs, Series 24, Quantitative Finance, Swaps, Emerging Markets, Credit Derivatives, Interest Rate..., Alternative Investments, FX Options, Middle Office, Currency, Hedging, Investment Management, Structured Products, Commodity, Fund Of Funds, Institutional..., Equity Research
Education
Bucknell University 1972 — 1976
BA, French Lit, English Lit, Music
Karen Nee's Merrill Lynch Experience December 1997 - December 2011
Job SVP, Sr. Project Manager, Bank of America
Industry Banking
Experience
Bank of America December 2011 - Present
Merrill Lynch December 1997 - December 2011
Bank of America 2005 - 2006
Bank of America 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1997 - 1999
Putnam Investments 1993 - 1997
Putnam Investments 1993 - 1997
Skills
Banking, Business Analysis, Financial Services, Investment Management, Marketing, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management, Wealth
Education
Bryant University
Bachelor's degree, Marketing
Bank of America December 2011 - Present
Merrill Lynch December 1997 - December 2011
Bank of America 2005 - 2006
Bank of America 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1997 - 1999
Putnam Investments 1993 - 1997
Putnam Investments 1993 - 1997
Skills
Banking, Business Analysis, Financial Services, Investment Management, Marketing, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management, Wealth
Education
Bryant University
Bachelor's degree, Marketing
Sean Siana's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
U.S. Trust June 2012 - December 2014
Bank of America September 2009 - June 2012
Skills
Trust Services, Lines Of Credit, Mortgage Lending, Mortgage Banking, Fixed Income, Equities, Private Equity, WealthEngine, Wealth Management, Manage Client..., Private Banking, Wealth, Wealth Management..., Financial Services, High Net Worth..., Relationship Management, Credit, Loans, Asset Management, AML, KYC, Investments, Estate Planning, Financial Planning, Finance, Financial Analysis, Portfolio Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch December 2014 - Present
U.S. Trust June 2012 - December 2014
Bank of America September 2009 - June 2012
Skills
Trust Services, Lines Of Credit, Mortgage Lending, Mortgage Banking, Fixed Income, Equities, Private Equity, WealthEngine, Wealth Management, Manage Client..., Private Banking, Wealth, Wealth Management..., Financial Services, High Net Worth..., Relationship Management, Credit, Loans, Asset Management, AML, KYC, Investments, Estate Planning, Financial Planning, Finance, Financial Analysis, Portfolio Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Justin Johansen's Merrill Lynch Experience January 2008 - November 2008
Job Project Manager at Trane
Industry Construction
Experience
Trane January 2015 - Present
United States Marine Corps Reserve June 2008 - Present
Stratom, Inc. November 2011 - August 2012
Science Application International Corporation (SAIC) October 2010 - November 2011
L-3 Communications December 2008 - October 2010
Merrill Lynch January 2008 - November 2008
United States Marine Corps November 2002 - January 2008
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Bucknell University 1998 — 2002
BA, Economics
The American University in Cairo 2001 — 2001
Semester Abroad, Economics
Trane January 2015 - Present
United States Marine Corps Reserve June 2008 - Present
Stratom, Inc. November 2011 - August 2012
Science Application International Corporation (SAIC) October 2010 - November 2011
L-3 Communications December 2008 - October 2010
Merrill Lynch January 2008 - November 2008
United States Marine Corps November 2002 - January 2008
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Bucknell University 1998 — 2002
BA, Economics
The American University in Cairo 2001 — 2001
Semester Abroad, Economics
Jeanine Brady's Merrill Lynch Experience June 2006 - November 2006
Job National Purchasing Manager at Sims Metal Management & Energy Management
Industry International Trade and Development
Experience
Sims Metal Management November 2006 - Present
Merrill Lynch June 2006 - November 2006
Cendant Corporation 1997 - 2006
Cunard Line 1990 - 1997
Cunard Line 1990 - 1997
Skills
Purchasing, Procurement, Strategic Sourcing, Supply Chain Management, Contract Negotiation, Supply Chain, Materials Management, Contract Management, Operations Management, Negotiation, Logistics, Sourcing, Continuous Improvement, Project Management, Inventory Management, Global Sourcing, Forecasting, Manufacturing, Energy Management
Education
Bryant University 1973 — 1975
Sims Metal Management November 2006 - Present
Merrill Lynch June 2006 - November 2006
Cendant Corporation 1997 - 2006
Cunard Line 1990 - 1997
Cunard Line 1990 - 1997
Skills
Purchasing, Procurement, Strategic Sourcing, Supply Chain Management, Contract Negotiation, Supply Chain, Materials Management, Contract Management, Operations Management, Negotiation, Logistics, Sourcing, Continuous Improvement, Project Management, Inventory Management, Global Sourcing, Forecasting, Manufacturing, Energy Management
Education
Bryant University 1973 — 1975
Gregory Kurlander's Merrill Lynch Experience 1987 - 1992
Job Controller Operations and Systems at AIG
Industry Insurance
Experience
AIG September 2007 - Present
Bank of New York Mellon June 2002 - September 2007
Bank of New York 2002 - 2007
The Keane Organization 1995 - 2002
Barclays 1991 - 1993
Merrill Lynch 1987 - 1992
Skills
Financial Risk, Risk Management, Financial Analysis, IT Strategy, Business Development, Process Improvement, Mergers, Accounting, Analysis, Analytics, Banking, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Services, Governance, Insurance, Internal Controls, Management, Managerial Finance, Mergers, Portfolio Management, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Bucknell University 1969 — 1973
BS, Math
Temple University
ABD, Finance
University of Florida
MS Stat, Statistics
AIG September 2007 - Present
Bank of New York Mellon June 2002 - September 2007
Bank of New York 2002 - 2007
The Keane Organization 1995 - 2002
Barclays 1991 - 1993
Merrill Lynch 1987 - 1992
Skills
Financial Risk, Risk Management, Financial Analysis, IT Strategy, Business Development, Process Improvement, Mergers, Accounting, Analysis, Analytics, Banking, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Services, Governance, Insurance, Internal Controls, Management, Managerial Finance, Mergers, Portfolio Management, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Bucknell University 1969 — 1973
BS, Math
Temple University
ABD, Finance
University of Florida
MS Stat, Statistics
Beverly Fielding's Merrill Lynch Experience June 1986 - September 1989
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Self Employed 1986 - Present
Ernst & Young 1989 - 1997
Merrill Lynch June 1986 - September 1989
Skills
Leadership, New Business Development, Marketing Strategy, Team Leadership, Technical Leadership, Management Consulting, Information Technology, Information Management, Experienced Business..., Event Planning, Technical Support
Education
Bucknell University 1982 — 1986
Bachelor of Science, Mathematics, Computer Concentration
Self Employed 1986 - Present
Ernst & Young 1989 - 1997
Merrill Lynch June 1986 - September 1989
Skills
Leadership, New Business Development, Marketing Strategy, Team Leadership, Technical Leadership, Management Consulting, Information Technology, Information Management, Experienced Business..., Event Planning, Technical Support
Education
Bucknell University 1982 — 1986
Bachelor of Science, Mathematics, Computer Concentration
Laura Kemp's Merrill Lynch Experience January 2008 - September 2008
Job Territory Manager at EF
Industry Marketing and Advertising
Experience
Education First December 2010 - Present
Pirate Brands October 2009 - August 2010
WRKO/ WEEI June 2009 - November 2009
95.5 WBRU December 2008 - May 2009
New England Patriots & Revolution September 2008 - December 2008
Merrill Lynch January 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Skills
Sponsorship, Marketing, Sales, Outlook, Facebook, Radio, Research, Program Management, Social Media Marketing, Event Planning, Marketing Communications, Social Media
Education
Bryant University 2005 — 2009
Bachelor's Degree, Marketing, Communication
Bryant University
Education First December 2010 - Present
Pirate Brands October 2009 - August 2010
WRKO/ WEEI June 2009 - November 2009
95.5 WBRU December 2008 - May 2009
New England Patriots & Revolution September 2008 - December 2008
Merrill Lynch January 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Skills
Sponsorship, Marketing, Sales, Outlook, Facebook, Radio, Research, Program Management, Social Media Marketing, Event Planning, Marketing Communications, Social Media
Education
Bryant University 2005 — 2009
Bachelor's Degree, Marketing, Communication
Bryant University
Douglas Mellert's Merrill Lynch Experience June 1987 - Present
Job Managing Director. Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1987 - Present
Merrill Lynch June 1987 - Present
Convent of the Sacred Heart 2013 - 2013
Skills
Private Equity, Valuation, Investments, Financial Modeling, Strategic Financial..., Fixed Income, Capital Markets, Equities, Alternative Investments, Hedge Funds, Asset Managment, Bloomberg, Portfolio Management, Securities, Corporate Finance, Trading, Mutual Funds, Financial Markets, Financial Analysis, Financial Services, Asset Allocation, Asset Management
Education
NYU Stern School of Business 1989 — 1991
MBA, Finance
Bucknell University 1983 — 1987
BA, Economics
Chaminade HS 1979 — 1983
Merrill Lynch June 1987 - Present
Merrill Lynch June 1987 - Present
Convent of the Sacred Heart 2013 - 2013
Skills
Private Equity, Valuation, Investments, Financial Modeling, Strategic Financial..., Fixed Income, Capital Markets, Equities, Alternative Investments, Hedge Funds, Asset Managment, Bloomberg, Portfolio Management, Securities, Corporate Finance, Trading, Mutual Funds, Financial Markets, Financial Analysis, Financial Services, Asset Allocation, Asset Management
Education
NYU Stern School of Business 1989 — 1991
MBA, Finance
Bucknell University 1983 — 1987
BA, Economics
Chaminade HS 1979 — 1983
Alexander Noh's Merrill Lynch Experience July 2005 - December 2006
Job Fixed Income Derivatives Associate/Operations Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Hold Brothers Capital, LLC January 2007 - July 2011
Merrill Lynch July 2005 - December 2006
National Securities Corp. 2003 - June 2005
Skills
Accounting, Corporate Finance, Financial Advisory, Tax, Assurance, Consulting, Derivatives, Investments, Series 7, Financial Analysis, Financial Modeling, Equities, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting, Accounting
Bucknell University 1999 — 2003
Bachelor of Science in Business Administration, Accounting
Morgan Stanley July 2012 - Present
Hold Brothers Capital, LLC January 2007 - July 2011
Merrill Lynch July 2005 - December 2006
National Securities Corp. 2003 - June 2005
Skills
Accounting, Corporate Finance, Financial Advisory, Tax, Assurance, Consulting, Derivatives, Investments, Series 7, Financial Analysis, Financial Modeling, Equities, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting, Accounting
Bucknell University 1999 — 2003
Bachelor of Science in Business Administration, Accounting
Claire Sanzone's Merrill Lynch Experience February 2001 - April 2001
Job Pediatric Residency Program Coordinator at Nationwide Children's Hospital
Industry Human Resources
Experience
Nationwide Children's Hospital July 2010 - Present
Nationwide Childrens Hospital June 2007 - July 2010
Merrill Lynch February 2001 - April 2001
BMW Financial Services October 1998 - January 2001
Nokia June 1998 - October 1998
Hays February 1997 - June 1998
Skills
Employee Relations, Human Resources, Applicant Tracking..., Recruiting
Education
Buckinghamshire New University 1998 — 2000
Post Graduate Diploma, Personnel & Development
University of Plymouth 1989 — 1993
BSc, Politics, Sociology, Pyschology
Nationwide Children's Hospital July 2010 - Present
Nationwide Childrens Hospital June 2007 - July 2010
Merrill Lynch February 2001 - April 2001
BMW Financial Services October 1998 - January 2001
Nokia June 1998 - October 1998
Hays February 1997 - June 1998
Skills
Employee Relations, Human Resources, Applicant Tracking..., Recruiting
Education
Buckinghamshire New University 1998 — 2000
Post Graduate Diploma, Personnel & Development
University of Plymouth 1989 — 1993
BSc, Politics, Sociology, Pyschology
AUDRIENNE (DEDE) WILLIAMS's Merrill Lynch Experience August 1996 - August 1998
Job Teacher/Trainer/Sales Insurance Professional
Industry Financial Services
Experience
ING 1988 - Present
ING August 1998 - January 2009
Merrill Lynch August 1996 - August 1998
Morgan Stanley Dean Witter August 1993 - August 1996
The Hartford August 1988 - August 1993
Education
Bryn Mawr College 1985 — 1988
CLU/ChFC, Financial
ING 1988 - Present
ING August 1998 - January 2009
Merrill Lynch August 1996 - August 1998
Morgan Stanley Dean Witter August 1993 - August 1996
The Hartford August 1988 - August 1993
Education
Bryn Mawr College 1985 — 1988
CLU/ChFC, Financial
Daniel Fitzpatrick's Merrill Lynch Experience 1983 - 1987
Job JP Morgan, Vice President, Global Technology
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
Lauren Gordon's Merrill Lynch Experience June 2009 - August 2009
Job Strategic Account Management
Industry Management Consulting
Experience
Viacom March 2014 - Present
Viacom April 2012 - March 2014
Viacom May 2011 - April 2012
Passenger March 2011 - May 2011
Passenger June 2010 - February 2011
Bucknell University January 2007 - May 2010
Motozuma September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Research, Advertising, Online Marketing, InDesign, Strategy, Marketing, Microsoft Office, Market Research, Business Development, Public Relations, Salesforce.com, Start-ups, Management, Sales, Social Media, Social Media Marketing, Digital Media, Integrated Marketing, Marketing Strategy, Digital Strategy, Online Advertising, Digital Marketing, Facebook, E-commerce
Education
Bucknell University 2006 — 2010
BSBA, Management and Spanish
Viacom March 2014 - Present
Viacom April 2012 - March 2014
Viacom May 2011 - April 2012
Passenger March 2011 - May 2011
Passenger June 2010 - February 2011
Bucknell University January 2007 - May 2010
Motozuma September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Research, Advertising, Online Marketing, InDesign, Strategy, Marketing, Microsoft Office, Market Research, Business Development, Public Relations, Salesforce.com, Start-ups, Management, Sales, Social Media, Social Media Marketing, Digital Media, Integrated Marketing, Marketing Strategy, Digital Strategy, Online Advertising, Digital Marketing, Facebook, E-commerce
Education
Bucknell University 2006 — 2010
BSBA, Management and Spanish
Melenie Charles's Merrill Lynch Experience October 2008 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Citizens Investment Services April 2007 - June 2008
MetLife January 2005 - April 2007
Fidelity Investments February 1999 - December 2004
Skills
401k, Investments, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Financial Services, Series 7, Series 63, Series 65, Certified Financial..., CRPC, CRPS, Broker-Dealer
Education
Bryant University 2003 — 2005
CFP Certificate Classes
University Of the West Indies
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch October 2008 - Present
Citizens Investment Services April 2007 - June 2008
MetLife January 2005 - April 2007
Fidelity Investments February 1999 - December 2004
Skills
401k, Investments, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Financial Services, Series 7, Series 63, Series 65, Certified Financial..., CRPC, CRPS, Broker-Dealer
Education
Bryant University 2003 — 2005
CFP Certificate Classes
University Of the West Indies
Bachelor of Science (BS), Business Administration and Management, General
Nancy L. McManus, CLU's Merrill Lynch Experience September 1985 - July 1990
Job Wells Fargo Private Bank
Industry Financial Services
Experience
Citi September 2013 - Present
Wells Fargo April 2009 - Present
Hartford Financial Services Group 1998 - 2004
Merrill Lynch September 1985 - July 1990
Skills
Wealth Management, Investments, Estate Planning, High Net Worth..., Wealth, Credit, Insurance, Loans, Relationship Management, Customer Service, Series 6, Series 63, Strategic Planning, Account Management, Microsoft Excel, Uniform Combined State..., Series 65, Retirement Planning, Mutual Funds
Education
Bucknell University 1979 — 1983
BA, Economics/International Relations
The University of Connecticut School of Business 1985 — 1998
MBA, Accounting
Wharton/The American College 1984 — 1985
CLU, Chartered Life Underwriter
Citi September 2013 - Present
Wells Fargo April 2009 - Present
Hartford Financial Services Group 1998 - 2004
Merrill Lynch September 1985 - July 1990
Skills
Wealth Management, Investments, Estate Planning, High Net Worth..., Wealth, Credit, Insurance, Loans, Relationship Management, Customer Service, Series 6, Series 63, Strategic Planning, Account Management, Microsoft Excel, Uniform Combined State..., Series 65, Retirement Planning, Mutual Funds
Education
Bucknell University 1979 — 1983
BA, Economics/International Relations
The University of Connecticut School of Business 1985 — 1998
MBA, Accounting
Wharton/The American College 1984 — 1985
CLU, Chartered Life Underwriter
Bryan O'Rourke's Merrill Lynch Experience December 2011 - Present
Job GWIM Sr Operations Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Merrill Lynch March 2010 - December 2011
Cooper University Hospital June 2007 - March 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Asset Management, Wealth Management, Process Improvement, Vendor Management, Strategic Financial..., Finance, Credit, Risk Management, Financial Modeling, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2009
M.B.A., Finance
Bucknell University 2003 — 2007
B.S., Biology
Merrill Lynch December 2011 - Present
Merrill Lynch March 2010 - December 2011
Cooper University Hospital June 2007 - March 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Asset Management, Wealth Management, Process Improvement, Vendor Management, Strategic Financial..., Finance, Credit, Risk Management, Financial Modeling, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2009
M.B.A., Finance
Bucknell University 2003 — 2007
B.S., Biology
Jorge Beron's Merrill Lynch Experience June 2009 - April 2010
Job SAG Portfolio Officer; Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America January 2013 - December 2013
Bank of America April 2010 - December 2012
Merrill Lynch June 2009 - April 2010
Skills
Series 7, Series 66, Credit, Underwriting, Financial Modeling, Financial Analysis, Microsoft Office, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Loans, Finance, Financial Risk, Risk Management, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Accounting, Microsoft Excel, Corporate Finance, Mortgage Lending, Relationship Management, Lines Of Credit, Mortgage Banking, Asset Based Lending, Capital Markets, Investments
Education
Bryant University 2007 — 2009
B.S., Finance
Bank of America January 2014 - Present
Bank of America January 2013 - December 2013
Bank of America April 2010 - December 2012
Merrill Lynch June 2009 - April 2010
Skills
Series 7, Series 66, Credit, Underwriting, Financial Modeling, Financial Analysis, Microsoft Office, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Loans, Finance, Financial Risk, Risk Management, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Accounting, Microsoft Excel, Corporate Finance, Mortgage Lending, Relationship Management, Lines Of Credit, Mortgage Banking, Asset Based Lending, Capital Markets, Investments
Education
Bryant University 2007 — 2009
B.S., Finance
Dolores Alcaide-Mendez's Merrill Lynch Experience September 1998 - June 2007
Job Wealth Management Associate at Morgan Stanley Private Wealth Management Latin America
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management Latin America July 2008 - Present
Queensline NY 2009 - 2012
Queensline NY 2009 - 2012
Smith Barney 2007 - 2008
Merrill Lynch September 1998 - June 2007
Skills
Series 7, Series 66, Series 3, Securities, Bloomberg, Spanish, Alternative Investments, Nonprofits, PowerPoint, Non-profits, Financial Analysis, Equities, Public Speaking, Community Outreach, Public Policy, Fixed Income, Conversant in French, Research, Microsoft Office, Microsoft Word, Budgets, Policy Analysis, Mutual Funds, Translation, Business Start-up, Entrepeneurship, Real Estate Transactions, Professional Mentoring, Cultural Anthropology, Grass Roots Campaigns, Team Management, Liasoning, Referral Networking, Women's Issues, Professional Women, Restaurant Management
Education
Bryn Mawr College 1992 — 1996
Bachelor of Arts (B.A.), Anthropology
Hillcrest Highschool 1988 — 1992
Regents Diploma, Pre-Medicine/Pre-Medical Studies
Morgan Stanley Private Wealth Management Latin America July 2008 - Present
Queensline NY 2009 - 2012
Queensline NY 2009 - 2012
Smith Barney 2007 - 2008
Merrill Lynch September 1998 - June 2007
Skills
Series 7, Series 66, Series 3, Securities, Bloomberg, Spanish, Alternative Investments, Nonprofits, PowerPoint, Non-profits, Financial Analysis, Equities, Public Speaking, Community Outreach, Public Policy, Fixed Income, Conversant in French, Research, Microsoft Office, Microsoft Word, Budgets, Policy Analysis, Mutual Funds, Translation, Business Start-up, Entrepeneurship, Real Estate Transactions, Professional Mentoring, Cultural Anthropology, Grass Roots Campaigns, Team Management, Liasoning, Referral Networking, Women's Issues, Professional Women, Restaurant Management
Education
Bryn Mawr College 1992 — 1996
Bachelor of Arts (B.A.), Anthropology
Hillcrest Highschool 1988 — 1992
Regents Diploma, Pre-Medicine/Pre-Medical Studies
Heidi Ekstrom's Merrill Lynch Experience January 2008 - May 2008
Job Commodities Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
Stephanie Naumchevski's Merrill Lynch Experience June 2011 - August 2011
Job Omni Assistant, Merchant Forecaster
Industry Retail
Experience
Macy's September 2015 - Present
Macy's February 2015 - September 2015
Macy's May 2014 - February 2015
Macy's March 2014 - May 2014
UncommonGoods July 2013 - March 2014
Ralph Lauren May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Hudson City Savings Bank June 2009 - August 2009
Skills
Training, Time Management, Retail, Microsoft Excel, Microsoft Office, Inventory Management, Teamwork, Team Leadership, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Management
Macy's September 2015 - Present
Macy's February 2015 - September 2015
Macy's May 2014 - February 2015
Macy's March 2014 - May 2014
UncommonGoods July 2013 - March 2014
Ralph Lauren May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Hudson City Savings Bank June 2009 - August 2009
Skills
Training, Time Management, Retail, Microsoft Excel, Microsoft Office, Inventory Management, Teamwork, Team Leadership, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Management
David Reddy, CFA's Merrill Lynch Experience June 2002 - November 2004
Job Portfolio Manager
Industry Investment Management
Experience
GIC November 2004 - Present
Merrill Lynch June 2002 - November 2004
Skills
Equities, Asset Allocation, Investments, Bloomberg, Portfolio Management, Investment Strategies, Asset Managment, Investment Management, Derivatives, Financial Modeling, Valuation, Wealth Management, Capital Markets, Options
Education
Bucknell University 1998 — 2002
BA, Economics, Mathematics
GIC November 2004 - Present
Merrill Lynch June 2002 - November 2004
Skills
Equities, Asset Allocation, Investments, Bloomberg, Portfolio Management, Investment Strategies, Asset Managment, Investment Management, Derivatives, Financial Modeling, Valuation, Wealth Management, Capital Markets, Options
Education
Bucknell University 1998 — 2002
BA, Economics, Mathematics
Nicole Haines's Merrill Lynch Experience February 2015 - Present
Job AVP, Central Supervision Principal
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch November 2012 - January 2015
Macfarlan Capital Partners June 2011 - November 2012
Macfarlan Capital Partners May 2010 - June 2011
University of Texas at Dallas August 2008 - May 2010
Bucknell University January 2008 - May 2008
Bucknell University May 2006 - May 2008
Baltimore County Public Schools July 2002 - December 2007
Bucknell University February 2006 - June 2007
Bucknell University August 2004 - May 2006
Skills
Fundraising, Event Planning, Teaching, Management, Editing, Real Estate, Research, Investments, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Social Media, Microsoft Office, Microsoft Word, Marketing, Real Estate Economics, Cold Calling, Facebook, Leadership, Strategic Financial..., Financial Services, Financial Advisory, Alternative Investments, Financial Modeling, New Business Development, Event Management, Philanthropy, Spanish, Time Management, Entrepreneurship, Sales, CRM, Customer Service, Portfolio Management, Mutual Funds, Private Equity, Finance, Analysis, Budgets, Data Analysis
Education
The University of Texas at Dallas 2008 — 2010
MS
Bucknell University 2004 — 2008
BS
Merrill Lynch February 2015 - Present
Merrill Lynch November 2012 - January 2015
Macfarlan Capital Partners June 2011 - November 2012
Macfarlan Capital Partners May 2010 - June 2011
University of Texas at Dallas August 2008 - May 2010
Bucknell University January 2008 - May 2008
Bucknell University May 2006 - May 2008
Baltimore County Public Schools July 2002 - December 2007
Bucknell University February 2006 - June 2007
Bucknell University August 2004 - May 2006
Skills
Fundraising, Event Planning, Teaching, Management, Editing, Real Estate, Research, Investments, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Social Media, Microsoft Office, Microsoft Word, Marketing, Real Estate Economics, Cold Calling, Facebook, Leadership, Strategic Financial..., Financial Services, Financial Advisory, Alternative Investments, Financial Modeling, New Business Development, Event Management, Philanthropy, Spanish, Time Management, Entrepreneurship, Sales, CRM, Customer Service, Portfolio Management, Mutual Funds, Private Equity, Finance, Analysis, Budgets, Data Analysis
Education
The University of Texas at Dallas 2008 — 2010
MS
Bucknell University 2004 — 2008
BS
George Baalbaki, MBA's Merrill Lynch Experience April 2013 - Present
Job VP; Central Supervision Principal
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Ava Ginsberg's Merrill Lynch Experience February 2015 - May 2015
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business August 2015 - Present
Merrill Lynch February 2015 - May 2015
Merrill Lynch October 2013 - February 2015
Merrill Lynch February 2013 - October 2013
Merrill Lynch July 2011 - February 2013
Skills
Social Media, PowerPoint, Microsoft Office, Business Development, Marketing Communications, Organizational..., Microsoft Word, Series 7, Customer Service, Advertising, HTML, Illustrator, Teamwork, Event Planning, InDesign, Private Banking, Client Relations
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Luxury & Retail, Real Estate and Private Equity
Bucknell University 2007 — 2011
Bachelor of Arts (BA), Economics and Spanish
The Ethical Culture Fieldston School 2003 — 2007
NYU Stern School of Business August 2015 - Present
Merrill Lynch February 2015 - May 2015
Merrill Lynch October 2013 - February 2015
Merrill Lynch February 2013 - October 2013
Merrill Lynch July 2011 - February 2013
Skills
Social Media, PowerPoint, Microsoft Office, Business Development, Marketing Communications, Organizational..., Microsoft Word, Series 7, Customer Service, Advertising, HTML, Illustrator, Teamwork, Event Planning, InDesign, Private Banking, Client Relations
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Luxury & Retail, Real Estate and Private Equity
Bucknell University 2007 — 2011
Bachelor of Arts (BA), Economics and Spanish
The Ethical Culture Fieldston School 2003 — 2007
Andrew Heinemann's Merrill Lynch Experience May 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
U.S. Trust March 2013 - April 2014
J. Goldman & Co. July 2012 - March 2013
First New York Securities May 2011 - August 2011
Skills
IPO, Trading, Capital Markets, Bloomberg, Investor Relations
Education
Bucknell University 2008 — 2012
History, Economics
Westminster School 2004 — 2008
Merrill Lynch May 2014 - Present
U.S. Trust March 2013 - April 2014
J. Goldman & Co. July 2012 - March 2013
First New York Securities May 2011 - August 2011
Skills
IPO, Trading, Capital Markets, Bloomberg, Investor Relations
Education
Bucknell University 2008 — 2012
History, Economics
Westminster School 2004 — 2008
Ying Krissel's Merrill Lynch Experience July 2005 - May 2007
Job Brand Manager at Reckitt Benckiser
Industry Consumer Goods
Experience
Reckitt Benckiser September 2012 - Present
Reckitt Benckiser July 2010 - August 2012
Reckitt Benckiser July 2009 - June 2010
Merrill Lynch July 2005 - May 2007
Merrill Lynch July 2002 - June 2005
Skills
Consumer Products, Financial Modeling, Financial Analysis, Marketing Strategy, Brand Development
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Business
Bryn Mawr College 1998 — 2002
BA, Mathematics
Reckitt Benckiser September 2012 - Present
Reckitt Benckiser July 2010 - August 2012
Reckitt Benckiser July 2009 - June 2010
Merrill Lynch July 2005 - May 2007
Merrill Lynch July 2002 - June 2005
Skills
Consumer Products, Financial Modeling, Financial Analysis, Marketing Strategy, Brand Development
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Business
Bryn Mawr College 1998 — 2002
BA, Mathematics
Ava Ginsberg's Merrill Lynch Experience July 2011 - Present
Job Associate Wealth Manager at Merrill Lynch
Industry
Experience
Merrill Lynch July 2011 - Present
Esquire Magazine 2010 - 2010
Education
Bucknell University 2007 — 2011
BA, Economics and Spanish
Merrill Lynch July 2011 - Present
Esquire Magazine 2010 - 2010
Education
Bucknell University 2007 — 2011
BA, Economics and Spanish
Brian Waldele's Merrill Lynch Experience October 2011 - May 2012
Job Analyst at BlackRock
Industry Financial Services
Paul Bowes's Merrill Lynch Experience February 2007 - Present
Job Director Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
RBC Wealth Management April 2002 - February 2007
Tucker Anthony January 1995 - March 2002
Skills
Financial Analysis, Compliance, Risk Management, People Management, Portfolio Management, Securities, Financial Reporting, Investments, Strategic Financial..., Budgets, Asset Management, Equities, Customer Service, Series 7, Strategic Planning, Bloomberg, Wealth Management, Team Building, Business Planning
Education
Bryant College 1990 — 1992
BS, Finance
Dean College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Merrill Lynch February 2007 - Present
RBC Wealth Management April 2002 - February 2007
Tucker Anthony January 1995 - March 2002
Skills
Financial Analysis, Compliance, Risk Management, People Management, Portfolio Management, Securities, Financial Reporting, Investments, Strategic Financial..., Budgets, Asset Management, Equities, Customer Service, Series 7, Strategic Planning, Bloomberg, Wealth Management, Team Building, Business Planning
Education
Bryant College 1990 — 1992
BS, Finance
Dean College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Evan Bekasi's Merrill Lynch Experience March 2015 - Present
Job Finance Graduate pursuing CFA
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Skills
Microsoft Excel, PowerPoint, Investments, Microsoft Word, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg, Customer Service, Accounting, Mutual Funds, Economics, Finance, Teamwork, Equities, Portfolio Management, Strategic Financial..., Research
Education
Bryant University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, Financial Services, Cum Laude
Merrill Lynch March 2015 - Present
Skills
Microsoft Excel, PowerPoint, Investments, Microsoft Word, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg, Customer Service, Accounting, Mutual Funds, Economics, Finance, Teamwork, Equities, Portfolio Management, Strategic Financial..., Research
Education
Bryant University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, Financial Services, Cum Laude
James Connors's Merrill Lynch Experience August 2006 - April 2011
Job Research Assistant in Psychotherapy
Industry Research
Experience
Private November 2014 - Present
Merrill Lynch August 2006 - April 2011
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), Philosophy and French, Cum Laude
The Lawrenceville School 1999 — 2002
Private November 2014 - Present
Merrill Lynch August 2006 - April 2011
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), Philosophy and French, Cum Laude
The Lawrenceville School 1999 — 2002
Dohrenwend, Michelle's Merrill Lynch Experience December 1993 - August 1997
Job Education Specialist at NJ Department of Education,
Industry Education Management
Experience
NJ Department of Education, December 1999 - Present
Merrill Lynch December 1993 - August 1997
Education
Springfield College 1997 — 1999
Master of Education (M.Ed.), Health and Physical Education/Fitness
Bryant College 1991 — 1993
Bachelor of Science (BS), Busiiness Administration/Accounting
NJ Department of Education, December 1999 - Present
Merrill Lynch December 1993 - August 1997
Education
Springfield College 1997 — 1999
Master of Education (M.Ed.), Health and Physical Education/Fitness
Bryant College 1991 — 1993
Bachelor of Science (BS), Busiiness Administration/Accounting
Kristofer Lynn's Merrill Lynch Experience June 2010 - August 2010
Job Market Data Analyst at Boston Options Exchange
Industry Financial Services
Experience
Boston Options Exchange October 2012 - Present
State Street Bank January 2012 - October 2012
Merrill Lynch June 2010 - August 2010
Skills
Derivatives, Bloomberg, Options, Options Strategies, CCP, Swaps, Interest Rate Swaps, Credit Derivatives, Corporate Actions, Microsoft Office, Market Data
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Framingham State University
Boston Options Exchange October 2012 - Present
State Street Bank January 2012 - October 2012
Merrill Lynch June 2010 - August 2010
Skills
Derivatives, Bloomberg, Options, Options Strategies, CCP, Swaps, Interest Rate Swaps, Credit Derivatives, Corporate Actions, Microsoft Office, Market Data
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Framingham State University
Aidan Nowak's Merrill Lynch Experience June 2013 - August 2013
Job Student at Bucknell University
Industry
Experience
Wyndham Worldwide June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Universal Lacrosse January 2012 - August 2012
Skills
Minitab, Statistics, PowerPoint, Research, Economics, Microsoft Word, Higher Education, Facebook
Education
Bucknell University 2012 — 2016
Bachelor's Degree, Economics and Political Science; Minor in Legal Studies
Delbarton School 2009 — 2012
Wyndham Worldwide June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Universal Lacrosse January 2012 - August 2012
Skills
Minitab, Statistics, PowerPoint, Research, Economics, Microsoft Word, Higher Education, Facebook
Education
Bucknell University 2012 — 2016
Bachelor's Degree, Economics and Political Science; Minor in Legal Studies
Delbarton School 2009 — 2012
Brian Yarrington's Merrill Lynch Experience August 2003 - February 2006
Job Financial Professional
Industry Banking
Experience
Citi October 2010 - July 2014
Citi December 2007 - October 2010
Citi April 2006 - December 2007
Merrill Lynch August 2003 - February 2006
Merrill Lynch February 2000 - August 2003
Merrill Lynch February 1996 - February 2000
Skills
Derivatives, Credit Risk, Credit Derivatives, Market Risk, Portfolio Management, Financial Risk, Structured Finance, Hedging, Credit, Securities, CDO, Market Making, Underwriting
Education
SUNY Stony Brook 1989 — 1995
Doctor of Philosophy (Ph.D.), Mathematics
Bucknell University 1986 — 1989
Bachelor of Arts (B.A.), Mathematics
Citi October 2010 - July 2014
Citi December 2007 - October 2010
Citi April 2006 - December 2007
Merrill Lynch August 2003 - February 2006
Merrill Lynch February 2000 - August 2003
Merrill Lynch February 1996 - February 2000
Skills
Derivatives, Credit Risk, Credit Derivatives, Market Risk, Portfolio Management, Financial Risk, Structured Finance, Hedging, Credit, Securities, CDO, Market Making, Underwriting
Education
SUNY Stony Brook 1989 — 1995
Doctor of Philosophy (Ph.D.), Mathematics
Bucknell University 1986 — 1989
Bachelor of Arts (B.A.), Mathematics
Jennifer Rusk's Merrill Lynch Experience June 2006 - September 2008
Job Director of Investor Relations and Marketing at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management January 2015 - Present
Signpost Capital Advisors, LLC January 2012 - January 2015
Karsch Capital Management September 2008 - January 2012
Merrill Lynch June 2006 - September 2008
Skills
Investor Relations, Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Capital Markets, Bloomberg, Financial Modeling, Valuation, Asset Management, Equity Research
Education
Bryn Mawr College 2001 — 2005
BA, Economics
Folger Hill Asset Management January 2015 - Present
Signpost Capital Advisors, LLC January 2012 - January 2015
Karsch Capital Management September 2008 - January 2012
Merrill Lynch June 2006 - September 2008
Skills
Investor Relations, Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Capital Markets, Bloomberg, Financial Modeling, Valuation, Asset Management, Equity Research
Education
Bryn Mawr College 2001 — 2005
BA, Economics
Glenn Grilli's Merrill Lynch Experience November 2010 - Present
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Henry Heinemann's Merrill Lynch Experience October 1997 - September 2000
Job Internal Control Manager at Mercer
Industry Financial Services
Experience
Mercer April 2007 - Present
Mercer March 2003 - April 2007
Mercer December 2000 - March 2003
Merrill Lynch October 1997 - September 2000
Skills
Project Management, Client Services, Discretion, Team Leadership, Defined Contribution, Defined Benefit, Health & Welfare..., Leave of Absence..., Training, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Bryant University
Master of Business Administration (M.B.A.)
Drew University
Bachelor of Arts (B.A.), American Studies
Mercer April 2007 - Present
Mercer March 2003 - April 2007
Mercer December 2000 - March 2003
Merrill Lynch October 1997 - September 2000
Skills
Project Management, Client Services, Discretion, Team Leadership, Defined Contribution, Defined Benefit, Health & Welfare..., Leave of Absence..., Training, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Bryant University
Master of Business Administration (M.B.A.)
Drew University
Bachelor of Arts (B.A.), American Studies
Erika (Spinola) van Lingen's Merrill Lynch Experience 2009 - 2012
Job Senior Retirement Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors 2012 - Present
Merrill Lynch 2009 - 2012
Fidelity Investments 2000 - 2009
Education
Bryant University 2007 — 2009
CFP Candidate
Salve Regina University 1996 — 1999
Bachelor of Arts (BA), Psychology
Fairfield University 1995 — 1996
Voya Financial Advisors 2012 - Present
Merrill Lynch 2009 - 2012
Fidelity Investments 2000 - 2009
Education
Bryant University 2007 — 2009
CFP Candidate
Salve Regina University 1996 — 1999
Bachelor of Arts (BA), Psychology
Fairfield University 1995 — 1996
Steve Kolasinski's Merrill Lynch Experience July 2011 - Present
Job Director, Retail/Consumer Sr. Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Merrill Lynch July 2011 - Present
Merrill Lynch September 2006 - June 2011
Banc of America Investment Services, Inc. 2005 - 2006
Skills
Compliance, Loans, Internal Audit, Operational Risk, Risk Management, Strategic Financial..., Credit Risk, Mutual Funds, Portfolio Management, Due Diligence, Finance, Financial Risk, Mortgage Lending, Auditing, Internal Controls, Asset Management, Sarbanes-Oxley Act, Fraud, Corporate Governance, KYC, Operational Risk..., Financial Services, Corporate Finance, Insurance, Securities, Investments, Enterprise Risk..., Mergers & Acquisitions, Credit, AML, Financial Analysis, Banking, Anti Money Laundering
Education
Bryant College 1994 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Bank of America September 2014 - Present
Merrill Lynch July 2011 - Present
Merrill Lynch September 2006 - June 2011
Banc of America Investment Services, Inc. 2005 - 2006
Skills
Compliance, Loans, Internal Audit, Operational Risk, Risk Management, Strategic Financial..., Credit Risk, Mutual Funds, Portfolio Management, Due Diligence, Finance, Financial Risk, Mortgage Lending, Auditing, Internal Controls, Asset Management, Sarbanes-Oxley Act, Fraud, Corporate Governance, KYC, Operational Risk..., Financial Services, Corporate Finance, Insurance, Securities, Investments, Enterprise Risk..., Mergers & Acquisitions, Credit, AML, Financial Analysis, Banking, Anti Money Laundering
Education
Bryant College 1994 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank