Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Byron Johnson Byron Johnson's Merrill Lynch Experience April 2007 - August 2007
Job Controller at White Lodging Services
Industry Hospitality
Experience
Denver Marriott South at Park Meadows October 2014 - Present
White Lodging Services March 2012 - October 2014
White Lodging Services August 2010 - March 2012
Icon Wealth Management August 2008 - November 2008
Merrill Lynch April 2007 - August 2007
Skills
Food & Beverage, Hospitality Industry, Hospitality, Hotels, Training, Accounting, Finance, Billing Process, Collections, Accounts Receivable, Restaurants, Banquets, Restaurant Management, Event Planning, Menu Development, Recruiting, Social Networking, Marketing, Sales, Time Management, Wine, Client Relations Skills, Proprietary Software, Micros, Kronos, Management, Revenue Analysis, Hospitality Management, Event Management, Property Management..., Resorts, Hotel Management, Catering, Front Office, Leadership, Customer Satisfaction, P&L, Lodging, Forecasting, Customer Service
Education
Butler University 2002 — 2007
Accounting, Accounting, Finance, Marketing
Butler University 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Denver Marriott South at Park Meadows October 2014 - Present
White Lodging Services March 2012 - October 2014
White Lodging Services August 2010 - March 2012
Icon Wealth Management August 2008 - November 2008
Merrill Lynch April 2007 - August 2007
Skills
Food & Beverage, Hospitality Industry, Hospitality, Hotels, Training, Accounting, Finance, Billing Process, Collections, Accounts Receivable, Restaurants, Banquets, Restaurant Management, Event Planning, Menu Development, Recruiting, Social Networking, Marketing, Sales, Time Management, Wine, Client Relations Skills, Proprietary Software, Micros, Kronos, Management, Revenue Analysis, Hospitality Management, Event Management, Property Management..., Resorts, Hotel Management, Catering, Front Office, Leadership, Customer Satisfaction, P&L, Lodging, Forecasting, Customer Service
Education
Butler University 2002 — 2007
Accounting, Accounting, Finance, Marketing
Butler University 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Sandra Schmidt-Birkenhauer Sandra Schmidt-Birkenhauer's Merrill Lynch Experience December 2009 - May 2010
Job Pediatric Nurse Practitioner at Premier Pediatric Care
Industry Hospital & Health Care
Experience
Premier Pediatric Care June 2015 - Present
Boston Road Pediatrics February 2014 - October 2014
St. Barnabas Hospital November 2011 - February 2014
Merrill Lynch December 2009 - May 2010
Morgan Stanley December 2005 - December 2009
Skills
Spanish-speaking, Cardiac Care, Pediatric Nursing, PALS, Telemetry, Healthcare, Nursing, BLS, Pediatrics
Education
Columbia University School of Nursing 2012 — 2014
Master's degree, Advanced Practice Nurse in Pediatrics
Columbia University School of Nursing 2010 — 2011
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Premier Pediatric Care June 2015 - Present
Boston Road Pediatrics February 2014 - October 2014
St. Barnabas Hospital November 2011 - February 2014
Merrill Lynch December 2009 - May 2010
Morgan Stanley December 2005 - December 2009
Skills
Spanish-speaking, Cardiac Care, Pediatric Nursing, PALS, Telemetry, Healthcare, Nursing, BLS, Pediatrics
Education
Columbia University School of Nursing 2012 — 2014
Master's degree, Advanced Practice Nurse in Pediatrics
Columbia University School of Nursing 2010 — 2011
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Andrew Cottrell's Merrill Lynch Experience January 2010 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch February 2010 - August 2011
Skills
Investment Advisory, Mutual Funds, Investments, Securities, Portfolio Management, Strategic Financial..., Retirement Planning, Fixed Income, Fundraising, Financial Modeling, Asset Management, Finance, Wealth Management
Education
Butler University
BS, Finance
Grand Valley State University
Merrill Lynch January 2010 - Present
Merrill Lynch February 2010 - August 2011
Skills
Investment Advisory, Mutual Funds, Investments, Securities, Portfolio Management, Strategic Financial..., Retirement Planning, Fixed Income, Fundraising, Financial Modeling, Asset Management, Finance, Wealth Management
Education
Butler University
BS, Finance
Grand Valley State University
Candice Pierce Candice Pierce's Merrill Lynch Experience April 2014 - April 2015
Job Scheduling Manager at Allentown Appliance
Industry Investment Banking
Experience
Allentown Appliance May 2015 - Present
Merrill Lynch April 2014 - April 2015
Merrill Lynch January 2013 - April 2014
Merrill Lynch September 2012 - January 2013
Penn Herb Company, LTD. February 2009 - April 2012
Cleaning Business 2007 - 2012
Self Employed Daycare Provider 2003 - 2012
Frey Lutz Corp 2003 - 2006
Skills
Customer Service, Data Entry, Friendly Personality, Childcare, Patience, Teamwork, Microsoft Word, Filing, Cleaning, Compassion, Smiling, Cashiering, Answering Phones, Inventory, Organized, Positivity, Enthusiast, Professional Services
Education
Bucks County Community College 2010 — 2010
Certification, Phlebotomy Technician/Phlebotomist
Penn Foster
High School Graduate
Allentown Appliance May 2015 - Present
Merrill Lynch April 2014 - April 2015
Merrill Lynch January 2013 - April 2014
Merrill Lynch September 2012 - January 2013
Penn Herb Company, LTD. February 2009 - April 2012
Cleaning Business 2007 - 2012
Self Employed Daycare Provider 2003 - 2012
Frey Lutz Corp 2003 - 2006
Skills
Customer Service, Data Entry, Friendly Personality, Childcare, Patience, Teamwork, Microsoft Word, Filing, Cleaning, Compassion, Smiling, Cashiering, Answering Phones, Inventory, Organized, Positivity, Enthusiast, Professional Services
Education
Bucks County Community College 2010 — 2010
Certification, Phlebotomy Technician/Phlebotomist
Penn Foster
High School Graduate
Benjamin Maupin, CPA's Merrill Lynch Experience January 2010 - May 2010
Job Senior FAR Analyst at enVista
Industry Computer Software
Experience
enVista January 2012 - Present
Celadon Group Inc. March 2010 - January 2012
Merrill Lynch January 2010 - May 2010
Butler University Challenge Course August 2006 - November 2009
Skills
Forecasting, Financial Analysis, Process Improvement, Business Analysis, Data Analysis, Accounting, Finance, Leadership, Financial Reporting, Microsoft Excel, Microsoft Office, Logistics, Microsoft Dynamics AX
Education
Butler University 2006 — 2010
Bachelors, Accounting, MIS
enVista January 2012 - Present
Celadon Group Inc. March 2010 - January 2012
Merrill Lynch January 2010 - May 2010
Butler University Challenge Course August 2006 - November 2009
Skills
Forecasting, Financial Analysis, Process Improvement, Business Analysis, Data Analysis, Accounting, Finance, Leadership, Financial Reporting, Microsoft Excel, Microsoft Office, Logistics, Microsoft Dynamics AX
Education
Butler University 2006 — 2010
Bachelors, Accounting, MIS
Alan Litterer Alan Litterer's Merrill Lynch Experience January 2007 - June 2008
Job Retail Associate at Acme Markets
Industry Retail
Experience
Acme Markets May 2013 - Present
Retail Data October 2011 - May 2012
Merrill Lynch January 2007 - June 2008
Education
Bucks County Community College
Acme Markets May 2013 - Present
Retail Data October 2011 - May 2012
Merrill Lynch January 2007 - June 2008
Education
Bucks County Community College
Farid Laib's Merrill Lynch Experience September 2013 - January 2014
Job System Administrator at Shawmut Design and Construction
Industry Information Technology and Services
Experience
Shawmut Design and Construction June 2014 - Present
Babson College January 2014 - July 2014
Merrill Lynch September 2013 - January 2014
MBI March 2008 - September 2010
Skills
Troubleshooting, System Administration, Networking, Technical Support, VMware, Information Technology, Operating Systems, Computer Hardware, Help Desk Support, Windows, Security, SharePoint, Hardware, Computer Repair, Visual Basic, Cloud Computing, FTP, HTML, Consulting, Business Analytics, Problem Solving, Visual Studio, R, SPSS, Minitab, Data Mining, Batch Programming, Data Analysis, Laptops, Microsoft Office
Education
Babson College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Analytics
Bunker Hill Community College 2012 — 2013
Associate of Science (A.S.), Computer Information Technology
Akid Amirouche High School 2001 — 2004
Baccalaureate, Physical Sciences and Biology
Shawmut Design and Construction June 2014 - Present
Babson College January 2014 - July 2014
Merrill Lynch September 2013 - January 2014
MBI March 2008 - September 2010
Skills
Troubleshooting, System Administration, Networking, Technical Support, VMware, Information Technology, Operating Systems, Computer Hardware, Help Desk Support, Windows, Security, SharePoint, Hardware, Computer Repair, Visual Basic, Cloud Computing, FTP, HTML, Consulting, Business Analytics, Problem Solving, Visual Studio, R, SPSS, Minitab, Data Mining, Batch Programming, Data Analysis, Laptops, Microsoft Office
Education
Babson College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Analytics
Bunker Hill Community College 2012 — 2013
Associate of Science (A.S.), Computer Information Technology
Akid Amirouche High School 2001 — 2004
Baccalaureate, Physical Sciences and Biology
Lindsey Quinn (Penek) Lindsey Quinn (Penek)'s Merrill Lynch Experience October 2008 - June 2009
Job Registered Yoga Instructor and Wellness Counselor at Lindsey Quinn Yoga
Industry Education Management
Experience
LindseyQuinnYoga.com June 2015 - Present
Saint Thomas More School June 2012 - Present
The Winchendon School August 2010 - June 2012
Lebanon Connecticut School District September 2009 - August 2010
Merrill Lynch October 2008 - June 2009
Merrill Lynch June 2007 - October 2008
Skills
Teaching, Public Speaking, Curriculum Design, Tutoring, Event Planning, Staff Development, Fundraising, Research, Social Media, Coaching, Higher Education, Microsoft Office, Nonprofits, Editing, Event Management, Data Analysis, Community Outreach, Customer Service, PowerPoint, Microsoft Excel, Special Education, Public Relations, Social Networking
Education
Wake Forest University 2013 — 2016
Master of Arts (MA)
Bucknell University 2003 — 2007
Bachelor of Arts
Sacred Heart University 2009 — 2011
Masters of Education
LindseyQuinnYoga.com June 2015 - Present
Saint Thomas More School June 2012 - Present
The Winchendon School August 2010 - June 2012
Lebanon Connecticut School District September 2009 - August 2010
Merrill Lynch October 2008 - June 2009
Merrill Lynch June 2007 - October 2008
Skills
Teaching, Public Speaking, Curriculum Design, Tutoring, Event Planning, Staff Development, Fundraising, Research, Social Media, Coaching, Higher Education, Microsoft Office, Nonprofits, Editing, Event Management, Data Analysis, Community Outreach, Customer Service, PowerPoint, Microsoft Excel, Special Education, Public Relations, Social Networking
Education
Wake Forest University 2013 — 2016
Master of Arts (MA)
Bucknell University 2003 — 2007
Bachelor of Arts
Sacred Heart University 2009 — 2011
Masters of Education
Timothy Gernitis Timothy Gernitis's Merrill Lynch Experience October 2000 - November 2002
Job Founder, CEO at Tend
Industry Internet
Experience
Tend Inc. January 2013 - Present
eBay Inc February 2010 - December 2012
eBay Inc January 2009 - January 2010
eBay Inc February 2008 - December 2008
eBay Inc January 2007 - January 2008
eBay Inc August 2004 - December 2006
VP-BuyCell & Team Stealth Cycling Teams January 2003 - August 2004
Merrill Lynch October 2000 - November 2002
IncuLab January 2000 - September 2000
Camelot2 August 1999 - May 2000
Skills
Analytics, E-commerce, Web Analytics, Competitive Analysis, Strategy, Start-ups, Marketing, Strategic Partnerships, Direct Marketing
Education
Bucknell University 1994 — 1998
BS, Mechanical Engineering & Economics
Tend Inc. January 2013 - Present
eBay Inc February 2010 - December 2012
eBay Inc January 2009 - January 2010
eBay Inc February 2008 - December 2008
eBay Inc January 2007 - January 2008
eBay Inc August 2004 - December 2006
VP-BuyCell & Team Stealth Cycling Teams January 2003 - August 2004
Merrill Lynch October 2000 - November 2002
IncuLab January 2000 - September 2000
Camelot2 August 1999 - May 2000
Skills
Analytics, E-commerce, Web Analytics, Competitive Analysis, Strategy, Start-ups, Marketing, Strategic Partnerships, Direct Marketing
Education
Bucknell University 1994 — 1998
BS, Mechanical Engineering & Economics
Eric Velasquez Eric Velasquez's Merrill Lynch Experience August 2014 - November 2014
Job .
Industry Investment Banking
Experience
Merrill Lynch August 2014 - November 2014
Tax Rapido LLC January 2013 - August 2014
Bank of America December 2011 - August 2014
Bank of America January 2008 - November 2011
Casual Male Retail Group January 2007 - January 2008
Dillards January 2006 - January 2007
Gap Inc./Old Navy January 2004 - January 2005
Smoothie King January 2003 - November 2003
Skills
Operations Management, Direct Sales, Customer Service, Customer Relations, Spanish, Microsoft Office, Oral Communications, Communication Written, Teaching, IRA's, CDS, Loans, Credit Cards, Banking, Retail Management, Sales, Finance, Cross Selling, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Financial Analysis, Retail Banking, Microsoft Excel
Education
Wichita State University 2009 — 2011
Bachelors, Business Administration
Butler County Community College 2005 — 2007
Bachelor of Science, Business
Merrill Lynch August 2014 - November 2014
Tax Rapido LLC January 2013 - August 2014
Bank of America December 2011 - August 2014
Bank of America January 2008 - November 2011
Casual Male Retail Group January 2007 - January 2008
Dillards January 2006 - January 2007
Gap Inc./Old Navy January 2004 - January 2005
Smoothie King January 2003 - November 2003
Skills
Operations Management, Direct Sales, Customer Service, Customer Relations, Spanish, Microsoft Office, Oral Communications, Communication Written, Teaching, IRA's, CDS, Loans, Credit Cards, Banking, Retail Management, Sales, Finance, Cross Selling, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Financial Analysis, Retail Banking, Microsoft Excel
Education
Wichita State University 2009 — 2011
Bachelors, Business Administration
Butler County Community College 2005 — 2007
Bachelor of Science, Business
John Scally III John Scally III's Merrill Lynch Experience June 2011 - August 2011
Job Financial Advisor at UBS
Industry Financial Services
Alex Kovak Alex Kovak's Merrill Lynch Experience August 2015 - Present
Job GWIM Sr. Operations Rep Margin and Monetary Approval
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Hopewell Valley Community Bank June 2011 - July 2015
Tau Kappa Epsilon Fraternity- Tau Theta Chapter January 2013 - December 2013
Skills
Banking, Budgets, Microsoft Excel, Team Building, Customer Service, Finance, Auditing, Cash Flow, Tax
Education
Fairleigh Dickinson University 2012 — 2015
Bachelor's degree, Finance, General
Bucks County Community College 2008 — 2012
Finance, General, 3.0
Hopewell Valley Central High School 2004 — 2008
Merrill Lynch August 2015 - Present
Hopewell Valley Community Bank June 2011 - July 2015
Tau Kappa Epsilon Fraternity- Tau Theta Chapter January 2013 - December 2013
Skills
Banking, Budgets, Microsoft Excel, Team Building, Customer Service, Finance, Auditing, Cash Flow, Tax
Education
Fairleigh Dickinson University 2012 — 2015
Bachelor's degree, Finance, General
Bucks County Community College 2008 — 2012
Finance, General, 3.0
Hopewell Valley Central High School 2004 — 2008
Kim A. Ruth Kim A. Ruth's Merrill Lynch Experience March 2014 - July 2014
Job Chairman of the Houston Region at Bank of Texas
Industry Financial Services
Experience
Bank of Texas September 2014 - Present
Merrill Lynch March 2014 - July 2014
Bank of America March 1994 - March 2014
Skills
Leadership, Management, Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk, Retail Banking, Loan Origination, Mortgage Banking
Education
Bucknell University
Bank of Texas September 2014 - Present
Merrill Lynch March 2014 - July 2014
Bank of America March 1994 - March 2014
Skills
Leadership, Management, Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk, Retail Banking, Loan Origination, Mortgage Banking
Education
Bucknell University
Melanie E. Welsh's Merrill Lynch Experience September 2014 - June 2015
Job Associate Producer, Local Media Development at Comcast
Industry Marketing and Advertising
Experience
Comcast July 2015 - Present
Merrill Lynch September 2014 - June 2015
Delaware Valley University Business Club 2014 - May 2015
Pearson plc June 2014 - August 2014
Doylestown Food Co-op March 2014 - May 2014
Phi Theta Kappa 2011 - 2013
Skills
Leadership, Critical Thinking, Teamwork, Social Media
Education
Delaware Valley University 2014 — 2015
Bachelor of Science (BS), Business Administration and Marketing, Summa Cum Laude
Bucks County Community College 2011 — 2013
Associate of Arts (AA), Business Administration
Comcast July 2015 - Present
Merrill Lynch September 2014 - June 2015
Delaware Valley University Business Club 2014 - May 2015
Pearson plc June 2014 - August 2014
Doylestown Food Co-op March 2014 - May 2014
Phi Theta Kappa 2011 - 2013
Skills
Leadership, Critical Thinking, Teamwork, Social Media
Education
Delaware Valley University 2014 — 2015
Bachelor of Science (BS), Business Administration and Marketing, Summa Cum Laude
Bucks County Community College 2011 — 2013
Associate of Arts (AA), Business Administration
Mia Donahue Mia Donahue's Merrill Lynch Experience July 2004 - July 2007
Job Connecting talent with opportunity
Industry Financial Services
Experience
LinkedIn February 2015 - Present
Cantor Fitzgerald January 2013 - February 2015
Brownstone Investment Group June 2012 - December 2012
Wall Street Access December 2010 - June 2012
Wall Street Access April 2009 - December 2010
Stone Tower Capital July 2007 - April 2009
Merrill Lynch July 2004 - July 2007
Skills
Series 63, Fixed Income, Series 7, Asset Management, Bloomberg, Bonds, Capital Markets, Financial Markets, Hedge Funds, Institutional Sales, Portfolio Management, Investments, Securities, Trading
Education
Bucknell University 2000 — 2004
BSBA, Accounting
LinkedIn February 2015 - Present
Cantor Fitzgerald January 2013 - February 2015
Brownstone Investment Group June 2012 - December 2012
Wall Street Access December 2010 - June 2012
Wall Street Access April 2009 - December 2010
Stone Tower Capital July 2007 - April 2009
Merrill Lynch July 2004 - July 2007
Skills
Series 63, Fixed Income, Series 7, Asset Management, Bloomberg, Bonds, Capital Markets, Financial Markets, Hedge Funds, Institutional Sales, Portfolio Management, Investments, Securities, Trading
Education
Bucknell University 2000 — 2004
BSBA, Accounting
Cele Deemer Cele Deemer's Merrill Lynch Experience 1997 - 2001
Job Executive Assistant at Kimmel Cancer Center
Industry Nonprofit Organization Management
Experience
Kimmel Cancer Center 2008 - Present
Thomas Jefferson University 2008 - Present
YMCA of Philadelphia & Vicinity June 2008 - September 2008
American Cancer Society 2006 - 2008
American Cancer Society 2006 - 2008
Quirk Books 2002 - 2006
Merrill Lynch 1997 - 2001
BVI Industries June 1995 - October 1997
Philadelphia Home & Design Centre 1993 - 1994
Shearon Development 1990 - 1993
Skills
Event Planning, Non-profits, Fundraising, Nonprofits, Microsoft Office, Public Speaking, Research, Social Media, Administrative..., Newsletters, Microsoft Excel, Editing, PowerPoint, Office Management, Event Management, Public Relations, Outlook, Microsoft Word, Community Outreach, Healthcare, System Administration, Volunteer Management, Data Entry, Access, Budgets, Marketing, Training, Administration, Time Management
Education
Holy Child 1964 — 1967
Bucks County Community College
Kimmel Cancer Center 2008 - Present
Thomas Jefferson University 2008 - Present
YMCA of Philadelphia & Vicinity June 2008 - September 2008
American Cancer Society 2006 - 2008
American Cancer Society 2006 - 2008
Quirk Books 2002 - 2006
Merrill Lynch 1997 - 2001
BVI Industries June 1995 - October 1997
Philadelphia Home & Design Centre 1993 - 1994
Shearon Development 1990 - 1993
Skills
Event Planning, Non-profits, Fundraising, Nonprofits, Microsoft Office, Public Speaking, Research, Social Media, Administrative..., Newsletters, Microsoft Excel, Editing, PowerPoint, Office Management, Event Management, Public Relations, Outlook, Microsoft Word, Community Outreach, Healthcare, System Administration, Volunteer Management, Data Entry, Access, Budgets, Marketing, Training, Administration, Time Management
Education
Holy Child 1964 — 1967
Bucks County Community College
Marc Yaklofsky's Merrill Lynch Experience 2007 - April 2010
Job Managing Director Head of Investor & Rating Agency Relations, Office of the CEO at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2010 - Present
Merrill Lynch 2007 - April 2010
Fitch Ratings 2003 - 2007
Federal Reserve Bank of New York 1998 - 2003
The Industrial Bank of Japan 1992 - 1996
Skills
Investor Relations, Corporate Finance, Credit Analysis, Corporate Communications, Strategic Planning, Banking, Financial Institutions, Fixed Income, Relationship Management, Trading, Financial Analysis, Capital Markets, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 1998
MBA, Finance, Marketing
Bucknell University 1988 — 1992
BSBA, Business Management, Int'l Relations
Nomura Securities April 2010 - Present
Merrill Lynch 2007 - April 2010
Fitch Ratings 2003 - 2007
Federal Reserve Bank of New York 1998 - 2003
The Industrial Bank of Japan 1992 - 1996
Skills
Investor Relations, Corporate Finance, Credit Analysis, Corporate Communications, Strategic Planning, Banking, Financial Institutions, Fixed Income, Relationship Management, Trading, Financial Analysis, Capital Markets, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 1998
MBA, Finance, Marketing
Bucknell University 1988 — 1992
BSBA, Business Management, Int'l Relations
Robert Paun Robert Paun's Merrill Lynch Experience October 2003 - October 2006
Job Senior Director at Affinion Group, an Apollo Management portfolio company
Industry Financial Services
Experience
Affinion Group July 2014 - Present
Sidoti & Company, LLC October 2006 - July 2014
Merrill Lynch October 2003 - October 2006
Skills
Financial Modeling, Equity Research, Bloomberg, Investments, Capital Markets, Financial Analysis, Hedge Funds, Equities, Finance, Series 7
Education
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Princeton Day School
Affinion Group July 2014 - Present
Sidoti & Company, LLC October 2006 - July 2014
Merrill Lynch October 2003 - October 2006
Skills
Financial Modeling, Equity Research, Bloomberg, Investments, Capital Markets, Financial Analysis, Hedge Funds, Equities, Finance, Series 7
Education
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Princeton Day School
Garrett Butcher's Merrill Lynch Experience January 2012 - May 2012
Job Practice Lead Simply Driven Executive Search
Industry Staffing and Recruiting
Experience
Simply Driven Executive Search April 2014 - Present
Protis Executive Innovations January 2014 - April 2014
Protis Executive Innovations October 2012 - December 2013
Protis Executive Innovations June 2012 - October 2012
Merrill Lynch January 2012 - May 2012
Indianapolis Colts May 2011 - August 2011
Skills
Sports Marketing, Facebook, Sports, Event Planning, Social Media, Marketing Research, Press Releases, Event Management, Social Media Marketing, Social Networking, PowerPoint, Fundraising, Marketing, Market Research, Sales
Education
Butler University 2008 — 2012
Bachelors, Marketing
Simply Driven Executive Search April 2014 - Present
Protis Executive Innovations January 2014 - April 2014
Protis Executive Innovations October 2012 - December 2013
Protis Executive Innovations June 2012 - October 2012
Merrill Lynch January 2012 - May 2012
Indianapolis Colts May 2011 - August 2011
Skills
Sports Marketing, Facebook, Sports, Event Planning, Social Media, Marketing Research, Press Releases, Event Management, Social Media Marketing, Social Networking, PowerPoint, Fundraising, Marketing, Market Research, Sales
Education
Butler University 2008 — 2012
Bachelors, Marketing
Daniel Mittler's Merrill Lynch Experience January 2015 - Present
Job Project Coordination Systems Support
Industry Pharmaceuticals
Experience
Merrill Lynch January 2015 - Present
Bristol-Myers Squibb June 2013 - June 2014
Merrill Lynch 2004 - 2010
EXPRESS August 2003 - May 2004
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Office, Microsoft Word, PowerPoint, Quality Assurance, Finance, Teamwork, Customer Service, Marketing, Sales, Spreadsheets, Inventory Management, Account Management, Project Management, Team Leadership, Leadership, Training, Management, Marketing Strategy
Education
Bucks County Community College 2012 — 2012
N/A, Medical/Health Management and Clinical Assistant/Specialist, 3.25
Rider University 2000 — 2005
Bachelor of Science (BS), Marketing
Merrill Lynch January 2015 - Present
Bristol-Myers Squibb June 2013 - June 2014
Merrill Lynch 2004 - 2010
EXPRESS August 2003 - May 2004
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Office, Microsoft Word, PowerPoint, Quality Assurance, Finance, Teamwork, Customer Service, Marketing, Sales, Spreadsheets, Inventory Management, Account Management, Project Management, Team Leadership, Leadership, Training, Management, Marketing Strategy
Education
Bucks County Community College 2012 — 2012
N/A, Medical/Health Management and Clinical Assistant/Specialist, 3.25
Rider University 2000 — 2005
Bachelor of Science (BS), Marketing
Mary Ann Griffin Mary Ann Griffin's Merrill Lynch Experience October 1991 - July 2001
Job Executive Administrator at Healthcare Services Group, Inc
Industry Hospital & Health Care
Experience
Healthcare Services Group, Inc October 2012 - Present
Healthcare Services Group February 2002 - October 2012
Merrill Lynch October 1991 - July 2001
Education
Bucks County Community College 1996 — 2001
Associates, Business Administration
Healthcare Services Group, Inc October 2012 - Present
Healthcare Services Group February 2002 - October 2012
Merrill Lynch October 1991 - July 2001
Education
Bucks County Community College 1996 — 2001
Associates, Business Administration
Brian Billmeier's Merrill Lynch Experience April 2007 - October 2008
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Jennifer Holiday Jennifer Holiday's Merrill Lynch Experience December 2012 - Present
Job Senior Vice President Strategic Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Meyer-Chatfield 2001 - 2005
Tattar Cutler-DBC January 1999 - January 2000
Skills
Wealth Management, Integrated Marketing, Marketing Strategy, Public Relations, Marketing, Leadership, Strategy, Retirement, Management, Series 7, Strategic Planning
Education
Saint Joseph's University 2009 — 2013
Master of Science
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
Bachelor of Science (B.S.)
Upper Moreland High School 1993 — 1997
Merrill Lynch December 2012 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Meyer-Chatfield 2001 - 2005
Tattar Cutler-DBC January 1999 - January 2000
Skills
Wealth Management, Integrated Marketing, Marketing Strategy, Public Relations, Marketing, Leadership, Strategy, Retirement, Management, Series 7, Strategic Planning
Education
Saint Joseph's University 2009 — 2013
Master of Science
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
Bachelor of Science (B.S.)
Upper Moreland High School 1993 — 1997
Levi Bowen Levi Bowen's Merrill Lynch Experience May 2012 - August 2012
Job Student at Bucknell University
Industry Hospital & Health Care
Experience
Epic January 2014 - Present
Bucknell University January 2012 - January 2014
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Data Analysis, Event Planning, Economics, Statistics, Leadership, Customer Service, Accounting, Financial Analysis, Time Management, Critical Thinking, Analysis, Financial Accounting, Minitab
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Epic January 2014 - Present
Bucknell University January 2012 - January 2014
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Data Analysis, Event Planning, Economics, Statistics, Leadership, Customer Service, Accounting, Financial Analysis, Time Management, Critical Thinking, Analysis, Financial Accounting, Minitab
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Kathryn Shackleton Kathryn Shackleton's Merrill Lynch Experience December 2007 - June 2008
Job Executive Assistant to the President and CEO
Industry Executive Office
Experience
Brownstein Group November 2013 - Present
Baer Crossey October 2012 - October 2013
Swartz Campbell May 2008 - October 2012
Merrill Lynch December 2007 - June 2008
Education
Temple University 2002 — 2006
Bachelor's degree
Bucks County Community College 2001 — 2002
Associate's degree
Brownstein Group November 2013 - Present
Baer Crossey October 2012 - October 2013
Swartz Campbell May 2008 - October 2012
Merrill Lynch December 2007 - June 2008
Education
Temple University 2002 — 2006
Bachelor's degree
Bucks County Community College 2001 — 2002
Associate's degree
Matt Holberton's Merrill Lynch Experience 1995 - 2001
Job
Industry Investment Management
Experience
AXA Investment Managers, Real Assets September 2014 - Present
Ares Management July 2011 - August 2014
Allied Realty January 2010 - June 2011
St. Charles Town Company January 2008 - December 2009
Black Creek Group January 2002 - December 2007
Merrill Lynch 1995 - 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.)
Bucknell University 1990 — 1994
B.A.
AXA Investment Managers, Real Assets September 2014 - Present
Ares Management July 2011 - August 2014
Allied Realty January 2010 - June 2011
St. Charles Town Company January 2008 - December 2009
Black Creek Group January 2002 - December 2007
Merrill Lynch 1995 - 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.)
Bucknell University 1990 — 1994
B.A.
Nicole Pietrandrea Hough's Merrill Lynch Experience 1995 - 1999
Job Owner, Nicole Hough Designs
Industry Design
Experience
Nicole Hough Designs January 2006 - Present
Homeworks 2002 - 2006
Collaborative Capital Corp May 2000 - September 2000
Merrill Lynch 1995 - 1999
Skills
Business Strategy, Entrepreneurship, Product Design, Kitchen Cabinets, Interior Design, Kitchen & Bath Design, Interior Architecture, Cabinetry, Outdoor Kitchens, Custom Built-ins, Marketing, Strategy, Space planning, Furnishings, Bathrooms, Space Planning, Project Management, InDesign
Education
Fashion Institute of Technology 2001 — 2003
Interior Design
The University of Chicago - Booth School of Business 1999 — 2001
MBA, Entrepreneurship, Marketing, Corporate Strategy
Bucknell University 1991 — 1995
BA, Economics, International Relations
Ridgewood High School 1987 — 1991
Nicole Hough Designs January 2006 - Present
Homeworks 2002 - 2006
Collaborative Capital Corp May 2000 - September 2000
Merrill Lynch 1995 - 1999
Skills
Business Strategy, Entrepreneurship, Product Design, Kitchen Cabinets, Interior Design, Kitchen & Bath Design, Interior Architecture, Cabinetry, Outdoor Kitchens, Custom Built-ins, Marketing, Strategy, Space planning, Furnishings, Bathrooms, Space Planning, Project Management, InDesign
Education
Fashion Institute of Technology 2001 — 2003
Interior Design
The University of Chicago - Booth School of Business 1999 — 2001
MBA, Entrepreneurship, Marketing, Corporate Strategy
Bucknell University 1991 — 1995
BA, Economics, International Relations
Ridgewood High School 1987 — 1991
Jonathan Reese Jonathan Reese's Merrill Lynch Experience June 2015 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
PNC August 2011 - June 2015
Bodytech Fitness January 2011 - July 2013
Hilton Hotels December 2009 - April 2011
Skills
Financial Analysis, Microsoft Excel, Banking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Access, Teamwork, Time Management, Accounting, Finance, Outlook, Leadership, Analysis, Team Leadership, Financial Reporting, Customer Satisfaction, Data Entry, Sales, Communication
Education
Rider University 2013 — 2015
Bachelor of Science (BS), Finance, 3.6
Bucks County Community College 2012 — 2013
2yr, Business Administration, 4.0
Saint Joseph's University 2008 — 2009
Bachelor of Science, Accounting
Valley Forge Military Academy & College 2004 — 2008
High School Diploma, Military Science & Leadership, Magna Cum Laude'
Merrill Lynch June 2015 - Present
PNC August 2011 - June 2015
Bodytech Fitness January 2011 - July 2013
Hilton Hotels December 2009 - April 2011
Skills
Financial Analysis, Microsoft Excel, Banking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Access, Teamwork, Time Management, Accounting, Finance, Outlook, Leadership, Analysis, Team Leadership, Financial Reporting, Customer Satisfaction, Data Entry, Sales, Communication
Education
Rider University 2013 — 2015
Bachelor of Science (BS), Finance, 3.6
Bucks County Community College 2012 — 2013
2yr, Business Administration, 4.0
Saint Joseph's University 2008 — 2009
Bachelor of Science, Accounting
Valley Forge Military Academy & College 2004 — 2008
High School Diploma, Military Science & Leadership, Magna Cum Laude'
Thomas Marx's Merrill Lynch Experience January 2014 - May 2014
Job Student Athlete at Butler University
Industry Marketing and Advertising
Experience
Colombian Ministry of National Education June 2015 - Present
Archway Technology Partners June 2014 - December 2014
Sun King Brewing Company May 2014 - September 2014
Merrill Lynch January 2014 - May 2014
Cross-Cultural Solutions June 2013 - July 2013
Tennis Anyone? January 2013 - June 2013
Shaker Heights Country Club April 2012 - September 2012
City of Shaker Heights April 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, English, Time Management, Teaching, Access, Public Speaking
Education
Butler University 2011 — 2015
Majors: Marketing, Management Information Systems Minor:Spanish, Cum GPA: 3.7
Shaker Heights High School 2007 — 2011
Colombian Ministry of National Education June 2015 - Present
Archway Technology Partners June 2014 - December 2014
Sun King Brewing Company May 2014 - September 2014
Merrill Lynch January 2014 - May 2014
Cross-Cultural Solutions June 2013 - July 2013
Tennis Anyone? January 2013 - June 2013
Shaker Heights Country Club April 2012 - September 2012
City of Shaker Heights April 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, English, Time Management, Teaching, Access, Public Speaking
Education
Butler University 2011 — 2015
Majors: Marketing, Management Information Systems Minor:Spanish, Cum GPA: 3.7
Shaker Heights High School 2007 — 2011
Sherry Nadel Sherry Nadel's Merrill Lynch Experience February 1987 - August 1987
Job Skilled Accounting Assistant | Bookkeeper | Dedicated Volunteer
Industry Accounting
Experience
Women's League July 2012 - Present
Women's League 2003 - Present
International Thoroughbred Breeders, Inc. 1987 - 1995
Merrill Lynch February 1987 - August 1987
Skills
Accounting, Accounts Receivable, Collections, Accounts Payable, Shareholder Relations, Procedure Manuals, Budgets, Event Management, Fundraising, Property Management, Volunteering, Financial Statements, Account Reconciliation, Fixed Assets, Journal Entries, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, General Ledger
Education
Bucks County Community College 2013 — 2013
QuickBooks Pro/Premier
Rider University 1992 — 1993
Accounting
Mercer County Community College 1984 — 1985
Accounting
Women's League July 2012 - Present
Women's League 2003 - Present
International Thoroughbred Breeders, Inc. 1987 - 1995
Merrill Lynch February 1987 - August 1987
Skills
Accounting, Accounts Receivable, Collections, Accounts Payable, Shareholder Relations, Procedure Manuals, Budgets, Event Management, Fundraising, Property Management, Volunteering, Financial Statements, Account Reconciliation, Fixed Assets, Journal Entries, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, General Ledger
Education
Bucks County Community College 2013 — 2013
QuickBooks Pro/Premier
Rider University 1992 — 1993
Accounting
Mercer County Community College 1984 — 1985
Accounting
Carolina Glenn's Merrill Lynch Experience January 2012 - May 2012
Job Property / Casualty Adjuster
Industry Insurance
Experience
Amica Mutual Insurance June 2013 - Present
Butler Univeristy, Office of Admissions August 2011 - May 2013
Butler University's Dawg Pound July 2011 - May 2013
Butler Business Accelerator at Butler University August 2012 - December 2012
Overlake Golf and Country Club January 2006 - August 2012
Merrill Lynch January 2012 - May 2012
Butler University-Diversity Programs August 2010 - May 2011
Alpha Kappa Psi, Lambda Upsilon September 2009 - January 2011
Skills
Microsoft Excel, Microsoft Office, SharePoint, Salesforce.com, Mas 90, Dreamweaver, Access, Hospitality
Education
Butler University 2009 — 2013
Bachelor of Science (B.S.), Finance
Bellevue Christian School 1997 — 2009
Amica Mutual Insurance June 2013 - Present
Butler Univeristy, Office of Admissions August 2011 - May 2013
Butler University's Dawg Pound July 2011 - May 2013
Butler Business Accelerator at Butler University August 2012 - December 2012
Overlake Golf and Country Club January 2006 - August 2012
Merrill Lynch January 2012 - May 2012
Butler University-Diversity Programs August 2010 - May 2011
Alpha Kappa Psi, Lambda Upsilon September 2009 - January 2011
Skills
Microsoft Excel, Microsoft Office, SharePoint, Salesforce.com, Mas 90, Dreamweaver, Access, Hospitality
Education
Butler University 2009 — 2013
Bachelor of Science (B.S.), Finance
Bellevue Christian School 1997 — 2009
David Unger's Merrill Lynch Experience 2007 - 2008
Job Sr. Epic Consultant at SERJ Solutions
Industry Computer Software
Experience
SERJ Solutions 2012 - Present
Safe Bridge Solutions 2011 - 2012
Epic 2008 - 2011
Merrill Lynch 2007 - 2008
Johnson & Johnson 2006 - 2006
Skills
ADT, Epic Systems, Software Implementation, Healthcare Information..., EHR, EMR, Process Improvement, Project Management, Software Project..., Healthcare, Resolute Hospital..., Resolute Professional..., CDM, Hospitals, Informatics, Revenue Cycle, Ambulatory, Visio, Analysis, Business Analysis, CPOE
Education
Butler University 2004 — 2008
B.S., Finance
SERJ Solutions 2012 - Present
Safe Bridge Solutions 2011 - 2012
Epic 2008 - 2011
Merrill Lynch 2007 - 2008
Johnson & Johnson 2006 - 2006
Skills
ADT, Epic Systems, Software Implementation, Healthcare Information..., EHR, EMR, Process Improvement, Project Management, Software Project..., Healthcare, Resolute Hospital..., Resolute Professional..., CDM, Hospitals, Informatics, Revenue Cycle, Ambulatory, Visio, Analysis, Business Analysis, CPOE
Education
Butler University 2004 — 2008
B.S., Finance
Lynne Duerr Lynne Duerr's Merrill Lynch Experience 1986 - 1987
Job Facilities Planner at United States Department of Defense
Industry Facilities Services
Experience
United States Department of Defense July 2012 - Present
Bristol-Myers Squibb April 1988 - October 2010
Merrill Lynch 1986 - 1987
Skills
Process Improvement, Project Management, Facilities Management, Contingency Planning, Sustainable Architecture, Change Management, Vendor Management, Strategic Planning, Program Management, Cross-functional Team..., Project Planning, Pharmaceutical Industry
Education
Bucks County Community College 2010 — 2010
Certificate -, Project Management
Eastern University 1993 — 1995
BA, Organizational Development
United States Department of Defense July 2012 - Present
Bristol-Myers Squibb April 1988 - October 2010
Merrill Lynch 1986 - 1987
Skills
Process Improvement, Project Management, Facilities Management, Contingency Planning, Sustainable Architecture, Change Management, Vendor Management, Strategic Planning, Program Management, Cross-functional Team..., Project Planning, Pharmaceutical Industry
Education
Bucks County Community College 2010 — 2010
Certificate -, Project Management
Eastern University 1993 — 1995
BA, Organizational Development
Andrew Wilkinson's Merrill Lynch Experience 1997 - 2001
Job Owner at Wilkinson Media, Inc.
Industry Photography
Experience
Wilkinson Media, Inc. January 2000 - Present
Merrill Lynch 1997 - 2001
Ergo Marketing 1997 - 2000
Foresight 1996 - 1997
Skills
Digital Photography, Photo Art Direction, Contemporary Art, Photography, Creative Direction, Graphic Design, Digital Media, Graphics, Video, Film, Fine Art, Marketing, Web Development, Nonprofits, Strategy, Catalogs
Education
Bucks County Community College 1998 — 1999
Classes, Furntiure Design
East Stroudsburg University of Pennsylvania 1993 — 1996
BS, Media Communication
Wilkinson Media, Inc. January 2000 - Present
Merrill Lynch 1997 - 2001
Ergo Marketing 1997 - 2000
Foresight 1996 - 1997
Skills
Digital Photography, Photo Art Direction, Contemporary Art, Photography, Creative Direction, Graphic Design, Digital Media, Graphics, Video, Film, Fine Art, Marketing, Web Development, Nonprofits, Strategy, Catalogs
Education
Bucks County Community College 1998 — 1999
Classes, Furntiure Design
East Stroudsburg University of Pennsylvania 1993 — 1996
BS, Media Communication
Eric Roberts, MBA, AIF®'s Merrill Lynch Experience September 2002 - October 2006
Job Retirement and Financial Educator for corporations and their employees
Industry Financial Services
Experience
Nyhart October 2006 - Present
Merrill Lynch September 2002 - October 2006
Salomon Smith Barney September 2000 - September 2002
Key Star Securities September 1998 - September 2000
Skills
401k, Retirement, Investments, Investment Strategies, Fiduciary, Retirement Planning, Pensions, Financial Services, Personal Finance, Asset Allocation, Financial Advisory, Employee Benefits, Business Planning, Leadership, Investment Advisory, Finance, Management, Financial Education
Education
Butler University 1990 — 1993
MBA
Indiana State University 1984 — 1988
BS, Finance & Business Administration
Nyhart October 2006 - Present
Merrill Lynch September 2002 - October 2006
Salomon Smith Barney September 2000 - September 2002
Key Star Securities September 1998 - September 2000
Skills
401k, Retirement, Investments, Investment Strategies, Fiduciary, Retirement Planning, Pensions, Financial Services, Personal Finance, Asset Allocation, Financial Advisory, Employee Benefits, Business Planning, Leadership, Investment Advisory, Finance, Management, Financial Education
Education
Butler University 1990 — 1993
MBA
Indiana State University 1984 — 1988
BS, Finance & Business Administration
Beth Briegel Beth Briegel's Merrill Lynch Experience 1988 - 1995
Job Owner at Align Organizing, LLC
Industry Consumer Goods
Experience
Align Organizing, LLC July 2006 - Present
Lenox May 2005 - Present
Lenox February 2002 - April 2005
Lenox May 2000 - February 2002
Lenox July 1998 - April 2000
Lenox December 1995 - July 1998
Merrill Lynch 1988 - 1995
Pitman-Moore, Inc. 1985 - 1988
Skills
Microsoft Office, Organizing, Accounting, Quickbooks, SQL, Forecasting, Inventory Management, Microsoft Excel, Access, Microsoft Word, PowerPoint, Outlook, Professional Organizing, Crystal Reports, Consumer Products, Time Management, Merchandising, Retail
Education
Thomas Edison State College 1997 — 2000
BSBA, Accounting
Bucks County Community College 1986 — 1988
AA, Administrative Secretarial
Align Organizing, LLC July 2006 - Present
Lenox May 2005 - Present
Lenox February 2002 - April 2005
Lenox May 2000 - February 2002
Lenox July 1998 - April 2000
Lenox December 1995 - July 1998
Merrill Lynch 1988 - 1995
Pitman-Moore, Inc. 1985 - 1988
Skills
Microsoft Office, Organizing, Accounting, Quickbooks, SQL, Forecasting, Inventory Management, Microsoft Excel, Access, Microsoft Word, PowerPoint, Outlook, Professional Organizing, Crystal Reports, Consumer Products, Time Management, Merchandising, Retail
Education
Thomas Edison State College 1997 — 2000
BSBA, Accounting
Bucks County Community College 1986 — 1988
AA, Administrative Secretarial
Janet E. Brown-Johnson's Merrill Lynch Experience January 1994 - January 2001
Job Diversity/Legal/Customer Service/Sales
Industry Legal Services
Experience
MediMedia USA/Krames StayWell August 2013 - December 2014
Lyneer Staffing Solutions May 2013 - August 2013
Bucks County Community College January 2012 - December 2012
Philadelphia Association for Paralegals March 2011 - December 2012
Valyrie Patton, Attorney At Law April 2011 - September 2011
Advertising Specialty Institute December 2009 - October 2010
Alliance One April 2009 - December 2009
Hangley, Aronchick March 2002 - March 2003
Merrill Lynch January 1994 - January 2001
Skills
Attention To Detail, Creative Writer, PowerPoint, Westlaw, Customer Service, Microsoft Excel, Problem Solving, Communication Skills, Legal Research, Youth Mentoring, Typing speed 75wpm, Attendance Management, Legal Assistance, Microsoft Word, Family Law, Research, Training, Administrative..., Data Entry, Litigation, Legal Writing, Microsoft Office, Outlook, Courts, Management, Editing, Communication
Education
Bucks County Community College 2011 — 2015
Associate's Degree, Criminal Justice/Law Enforcement Administration, 3.6
Prism Career Institute 2010 — 2011
Certificate, Law
Pace University / New 1980 — 1980
Criminal Justice
Midwood High School 1976 — 1980
Business AdministrationDiploma, Diploma
MediMedia USA/Krames StayWell August 2013 - December 2014
Lyneer Staffing Solutions May 2013 - August 2013
Bucks County Community College January 2012 - December 2012
Philadelphia Association for Paralegals March 2011 - December 2012
Valyrie Patton, Attorney At Law April 2011 - September 2011
Advertising Specialty Institute December 2009 - October 2010
Alliance One April 2009 - December 2009
Hangley, Aronchick March 2002 - March 2003
Merrill Lynch January 1994 - January 2001
Skills
Attention To Detail, Creative Writer, PowerPoint, Westlaw, Customer Service, Microsoft Excel, Problem Solving, Communication Skills, Legal Research, Youth Mentoring, Typing speed 75wpm, Attendance Management, Legal Assistance, Microsoft Word, Family Law, Research, Training, Administrative..., Data Entry, Litigation, Legal Writing, Microsoft Office, Outlook, Courts, Management, Editing, Communication
Education
Bucks County Community College 2011 — 2015
Associate's Degree, Criminal Justice/Law Enforcement Administration, 3.6
Prism Career Institute 2010 — 2011
Certificate, Law
Pace University / New 1980 — 1980
Criminal Justice
Midwood High School 1976 — 1980
Business AdministrationDiploma, Diploma
Matthew Forys Matthew Forys's Merrill Lynch Experience June 2006 - August 2006
Job Senior Manager at New York Road Runners
Industry Nonprofit Organization Management
Experience
New York Road Runners July 2015 - Present
New York Road Runners June 2013 - July 2015
BlackRock March 2012 - April 2013
BlackRock July 2007 - March 2012
Merrill Lynch June 2006 - August 2006
Skills
Equities, Financial Risk, Risk Management, Strategy, Risk Analytics, Performance Attribution, Strategic Planning, Project Management, Quantitative Analytics, Analytical Skills, Long Distance Running, Reporting & Analysis, Event Planning, Sports Management, Sports
Education
Bucknell University 2003 — 2007
Bachelor's Degree, Mathematics and Environmental Studies
New York Road Runners July 2015 - Present
New York Road Runners June 2013 - July 2015
BlackRock March 2012 - April 2013
BlackRock July 2007 - March 2012
Merrill Lynch June 2006 - August 2006
Skills
Equities, Financial Risk, Risk Management, Strategy, Risk Analytics, Performance Attribution, Strategic Planning, Project Management, Quantitative Analytics, Analytical Skills, Long Distance Running, Reporting & Analysis, Event Planning, Sports Management, Sports
Education
Bucknell University 2003 — 2007
Bachelor's Degree, Mathematics and Environmental Studies
Raaj Gupta Raaj Gupta's Merrill Lynch Experience October 2006 - May 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
Gary Tepel Gary Tepel's Merrill Lynch Experience April 2000 - October 2006
Job AVP Systems Engineering at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
TEKsystems November 2009 - March 2011
BlackRock October 2006 - November 2009
Merrill Lynch April 2000 - October 2006
AT&T February 1984 - April 2000
NL Industries July 1981 - February 1984
Skills
SDLC, Autosys, Web Services, ITIL, Software Development, Oracle, Data Warehousing, Siteminder, SQL, Vendor Management, SharePoint, Software Project..., Business Analysis, Integration, Java, Requirements Analysis, Databases, Web Applications, Solaris, Java Enterprise Edition, Requirements Gathering, Solution Architecture
Education
Bucks County Community College 1970 — 1972
Associates, Computer Science
Harry Truman High School 1967 — 1970
Bank of America March 2011 - Present
TEKsystems November 2009 - March 2011
BlackRock October 2006 - November 2009
Merrill Lynch April 2000 - October 2006
AT&T February 1984 - April 2000
NL Industries July 1981 - February 1984
Skills
SDLC, Autosys, Web Services, ITIL, Software Development, Oracle, Data Warehousing, Siteminder, SQL, Vendor Management, SharePoint, Software Project..., Business Analysis, Integration, Java, Requirements Analysis, Databases, Web Applications, Solaris, Java Enterprise Edition, Requirements Gathering, Solution Architecture
Education
Bucks County Community College 1970 — 1972
Associates, Computer Science
Harry Truman High School 1967 — 1970
Danna Wolfson's Merrill Lynch Experience March 2014 - September 2015
Job Registered NFA
Industry Financial Services
Experience
UBS Financial Services September 2015 - Present
D Magazine March 2010 - Present
Merrill Lynch March 2014 - September 2015
Edward Jones investments January 2012 - March 2014
Tea Party Tribune, Tea Party Review Magazine, Voices Empowered January 2011 - February 2012
Southern Methodist University August 2003 - May 2011
Skills
Fundraising, Public Speaking, Editing, Social Media, Strategic Planning, Teaching, Blogging, Social Networking, Creative Writing, Event Planning, Public Relations, Leadership, Copywriting, Sales, Finance, Dance, Entrepreneurship, Investments, Nonprofits, Research, Wealth Management, Risk Management
Education
Southern Methodist University 2003 — 2005
MFA, Dance Choreography
Butler University 1994 — 1998
BS, Performing Arts
UBS Financial Services September 2015 - Present
D Magazine March 2010 - Present
Merrill Lynch March 2014 - September 2015
Edward Jones investments January 2012 - March 2014
Tea Party Tribune, Tea Party Review Magazine, Voices Empowered January 2011 - February 2012
Southern Methodist University August 2003 - May 2011
Skills
Fundraising, Public Speaking, Editing, Social Media, Strategic Planning, Teaching, Blogging, Social Networking, Creative Writing, Event Planning, Public Relations, Leadership, Copywriting, Sales, Finance, Dance, Entrepreneurship, Investments, Nonprofits, Research, Wealth Management, Risk Management
Education
Southern Methodist University 2003 — 2005
MFA, Dance Choreography
Butler University 1994 — 1998
BS, Performing Arts
Jonathan Humphreys Jonathan Humphreys's Merrill Lynch Experience February 1997 - May 2009
Job Executive Director, Internal Communications at J.P. Morgan
Industry Public Relations and Communications
Experience
J.P. Morgan March 2012 - Present
Bank of America Merrill Lynch May 2009 - March 2012
Merrill Lynch February 1997 - May 2009
Merrill Lynch December 2000 - August 2002
Skills
Equities, Investment Banking, Internal Communications, Global Marketing, Alternative Investments, Financial Services, Media Relations, Corporate Branding, Leadership, Trading, Investor Relations, Strategy, Corporate Communications, Communication Training, Strategic Communications
Education
University of Connecticut 1991 — 1992
MA, History
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.)
J.P. Morgan March 2012 - Present
Bank of America Merrill Lynch May 2009 - March 2012
Merrill Lynch February 1997 - May 2009
Merrill Lynch December 2000 - August 2002
Skills
Equities, Investment Banking, Internal Communications, Global Marketing, Alternative Investments, Financial Services, Media Relations, Corporate Branding, Leadership, Trading, Investor Relations, Strategy, Corporate Communications, Communication Training, Strategic Communications
Education
University of Connecticut 1991 — 1992
MA, History
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.)
Stephanie Karcher's Merrill Lynch Experience June 2014 - June 2015
Job Fitness Expert, Foodie, & Educator at lululemon athletica new to Florida
Industry Public Relations and Communications
Experience
lululemon athletica June 2015 - Present
Merrill Lynch June 2014 - June 2015
Catavolt, Inc. January 2014 - April 2014
IBM Systems & Technology Group (STG) June 2011 - March 2013
Digitas January 2010 - May 2011
Martha Stewart Living Omnimedia August 2009 - February 2010
IBM January 2009 - January 2009
CBS News June 2008 - August 2008
Storm Communications (London, UK) January 2008 - April 2008
Allegheny Mountains Convention & Visitors Bureau (AMCVB) May 2007 - August 2007
Skills
Digital Marketing, Marketing Communications, Social Media, Facebook, Press Releases, Advertising, Competitive Analysis, Corporate Communications, Public Relations, Market Research, CRM, Strategy, Marketing, Analytics, New Media, Event Planning, Management, Sales, Television, Leadership, Brand Awareness, Fundraising, Microsoft Office, Adobe, Internal & External..., Brand Management, Compliance, Marketing Strategy, Cooking, Running, Tennis, Freelance Writing, Online Advertising, Social Networking
Education
Bucknell University 2005 — 2009
Bachelor of Arts, Sociology with a concentration in Cultural, Media, and Leisure Studies
IES London UK 2008 — 2008
Communications
lululemon athletica June 2015 - Present
Merrill Lynch June 2014 - June 2015
Catavolt, Inc. January 2014 - April 2014
IBM Systems & Technology Group (STG) June 2011 - March 2013
Digitas January 2010 - May 2011
Martha Stewart Living Omnimedia August 2009 - February 2010
IBM January 2009 - January 2009
CBS News June 2008 - August 2008
Storm Communications (London, UK) January 2008 - April 2008
Allegheny Mountains Convention & Visitors Bureau (AMCVB) May 2007 - August 2007
Skills
Digital Marketing, Marketing Communications, Social Media, Facebook, Press Releases, Advertising, Competitive Analysis, Corporate Communications, Public Relations, Market Research, CRM, Strategy, Marketing, Analytics, New Media, Event Planning, Management, Sales, Television, Leadership, Brand Awareness, Fundraising, Microsoft Office, Adobe, Internal & External..., Brand Management, Compliance, Marketing Strategy, Cooking, Running, Tennis, Freelance Writing, Online Advertising, Social Networking
Education
Bucknell University 2005 — 2009
Bachelor of Arts, Sociology with a concentration in Cultural, Media, and Leisure Studies
IES London UK 2008 — 2008
Communications
Josh Stewart Josh Stewart's Merrill Lynch Experience 2001 - 2005
Job Q2 Solutions | Associate Director of Business Development Emerging Biopharma
Industry Pharmaceuticals
Experience
Q2 Solutions, a Quintiles Quest Joint Venture 2014 - Present
Johnson & Johnson 2010 - 2014
Johnson & Johnson 2007 - May 2010
Johnson & Johnson 2009 - April 2010
Johnson & Johnson 2008 - 2009
Johnson & Johnson 2007 - 2008
Medtronic Spine & Biologics May 2006 - August 2006
Merrill Lynch 2001 - 2005
Skills
Sales Management, Sales Process, CRM, Capital Equipment Sales, Sales Effectiveness, P&L Management, Commercialization, Selling Skills, Disposables, Consulting, Medical Diagnostics, Team Leadership, Leadership Development, Coaching, Services Marketing, Financial Analysis, Leadership, Contract Negotiation, Data Analysis, Cardiology, Pharmaceutical Sales, Biotechnology, Hardware Diagnostics, Business Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Marketing & Healthcare
Butler University 1997 — 2001
BS, Finance
The Chinese University of Hong Kong 1998 — 1999
Study Abroad
Q2 Solutions, a Quintiles Quest Joint Venture 2014 - Present
Johnson & Johnson 2010 - 2014
Johnson & Johnson 2007 - May 2010
Johnson & Johnson 2009 - April 2010
Johnson & Johnson 2008 - 2009
Johnson & Johnson 2007 - 2008
Medtronic Spine & Biologics May 2006 - August 2006
Merrill Lynch 2001 - 2005
Skills
Sales Management, Sales Process, CRM, Capital Equipment Sales, Sales Effectiveness, P&L Management, Commercialization, Selling Skills, Disposables, Consulting, Medical Diagnostics, Team Leadership, Leadership Development, Coaching, Services Marketing, Financial Analysis, Leadership, Contract Negotiation, Data Analysis, Cardiology, Pharmaceutical Sales, Biotechnology, Hardware Diagnostics, Business Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Marketing & Healthcare
Butler University 1997 — 2001
BS, Finance
The Chinese University of Hong Kong 1998 — 1999
Study Abroad
Dustin Singer Dustin Singer's Merrill Lynch Experience March 2015 - June 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - June 2015
The Elite Connect June 2014 - August 2014
Congressman Mike Fitzpatrick October 2013 - May 2014
Mitt Romney for President August 2012 - December 2012
Skills
Leadership, Great communications..., Great Personality, Sales, Public Speaking, Public Relations, Marketing, Motivation, Highly motivated..., Quick Thinker, Thinking Outside The Box, Critical Thinking, Intelligence, Competitive, Debate, Athletics, Team Building, Team Leadership, Accountability, Integrity, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
Fordham University 2014 — 2016
Major: Economics Minor: History
Bucks County Community College 2011 — 2014
History
Florida Atlantic University 2010 — 2011
Economics
Valley Forge Military Academy & College 2008 — 2010
Merrill Lynch March 2015 - June 2015
The Elite Connect June 2014 - August 2014
Congressman Mike Fitzpatrick October 2013 - May 2014
Mitt Romney for President August 2012 - December 2012
Skills
Leadership, Great communications..., Great Personality, Sales, Public Speaking, Public Relations, Marketing, Motivation, Highly motivated..., Quick Thinker, Thinking Outside The Box, Critical Thinking, Intelligence, Competitive, Debate, Athletics, Team Building, Team Leadership, Accountability, Integrity, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
Fordham University 2014 — 2016
Major: Economics Minor: History
Bucks County Community College 2011 — 2014
History
Florida Atlantic University 2010 — 2011
Economics
Valley Forge Military Academy & College 2008 — 2010
Gregory Starkey's Merrill Lynch Experience June 2012 - November 2012
Job President at Starkey Financial
Industry Financial Services
Experience
Waddell & Reed, Starkey Financial April 2015 - Present
Stock Market Trader May 2013 - Present
American Express November 2014 - February 2015
Bishop & Brown April 2013 - November 2014
Overpowered, LLC January 2012 - July 2013
Merrill Lynch June 2012 - November 2012
Player Evolution January 2011 - June 2012
Trader Joe's August 2007 - August 2009
Trader Joe's August 2005 - July 2007
American Home Mortgage Corp March 2002 - July 2005
Skills
Start-ups, Social Media Marketing, Entrepreneurship, Business Development, Social Networking, Leadership, Strategic Partnerships, Marketing, Management, Business Planning, Competitive Analysis, Cloud Computing, Strategy, Sales, Sales Management, Computer Hardware, Financial Services, Financial Analysis, Strategic Planning, Brand Development, Market Analysis, Product Development, Sales Operations, Social Media
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Bachelors, Entrepreneurship
Bunker Hill Community College 2006 — 2009
Associates Degree, World Civilization
Waddell & Reed, Starkey Financial April 2015 - Present
Stock Market Trader May 2013 - Present
American Express November 2014 - February 2015
Bishop & Brown April 2013 - November 2014
Overpowered, LLC January 2012 - July 2013
Merrill Lynch June 2012 - November 2012
Player Evolution January 2011 - June 2012
Trader Joe's August 2007 - August 2009
Trader Joe's August 2005 - July 2007
American Home Mortgage Corp March 2002 - July 2005
Skills
Start-ups, Social Media Marketing, Entrepreneurship, Business Development, Social Networking, Leadership, Strategic Partnerships, Marketing, Management, Business Planning, Competitive Analysis, Cloud Computing, Strategy, Sales, Sales Management, Computer Hardware, Financial Services, Financial Analysis, Strategic Planning, Brand Development, Market Analysis, Product Development, Sales Operations, Social Media
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Bachelors, Entrepreneurship
Bunker Hill Community College 2006 — 2009
Associates Degree, World Civilization
Kristin Tamrakar Kristin Tamrakar's Merrill Lynch Experience December 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Transamerica Retirement Solutions August 2011 - December 2014
Wells Fargo Home Mortgage June 2009 - May 2011
Skills
Retirement, Series 6, Series 63, Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Relationship Management, Investments, Series 7, 401k, Securities, Series 66
Education
Buena Vista University 2005 — 2009
Bachelor's Degree, International Business, Marketing, Spanish
Merrill Lynch December 2014 - Present
Transamerica Retirement Solutions August 2011 - December 2014
Wells Fargo Home Mortgage June 2009 - May 2011
Skills
Retirement, Series 6, Series 63, Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Relationship Management, Investments, Series 7, 401k, Securities, Series 66
Education
Buena Vista University 2005 — 2009
Bachelor's Degree, International Business, Marketing, Spanish
Eric Payne's Merrill Lynch Experience 1999 - Present
Job Managing Director Wealth Management
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Ernst & Young 1997 - 1999
Education
Butler University 1994 — 1998
BS, Accounting
Merrill Lynch 1999 - Present
Ernst & Young 1997 - 1999
Education
Butler University 1994 — 1998
BS, Accounting
Jake Statz's Merrill Lynch Experience February 2015 - Present
Job Investment Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
J.P. Morgan September 2011 - July 2013
Chase Bank February 2007 - August 2011
Woodbury Financial Services June 2004 - February 2007
Skills
Investments, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Customer Service, Strategic Planning
Education
Butler University 2009 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Marketing and Operations Management
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
J.P. Morgan September 2011 - July 2013
Chase Bank February 2007 - August 2011
Woodbury Financial Services June 2004 - February 2007
Skills
Investments, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Customer Service, Strategic Planning
Education
Butler University 2009 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Marketing and Operations Management
Marianne Solan Marianne Solan's Merrill Lynch Experience 1987 - 2003
Job Purchasing Specialist at Cape Regional Medical Center
Industry Hospital & Health Care
Experience
Cape Regional Medical Center March 2015 - Present
NYSE March 2004 - February 2015
Merrill Lynch 1987 - 2003
Merrill Lynch 1985 - 1987
Skills
Strategic Sourcing, Purchasing, Management, Outsourcing, Business Analysis, Process Improvement, Contract Negotiation, Vendor Management, Procurement, Equities, Outlook, System Administration, Real Estate, Negotiation, Financial Services, IT Strategy, Risk Management, Sourcing, Program Management, Project Management, Team Leadership, B2B
Education
Bucks County Community College
Cape Regional Medical Center March 2015 - Present
NYSE March 2004 - February 2015
Merrill Lynch 1987 - 2003
Merrill Lynch 1985 - 1987
Skills
Strategic Sourcing, Purchasing, Management, Outsourcing, Business Analysis, Process Improvement, Contract Negotiation, Vendor Management, Procurement, Equities, Outlook, System Administration, Real Estate, Negotiation, Financial Services, IT Strategy, Risk Management, Sourcing, Program Management, Project Management, Team Leadership, B2B
Education
Bucks County Community College
Kim Moncavage Kondracki's Merrill Lynch Experience 2001 - 2004
Job Director of Communications at The Buckley School
Industry Marketing and Advertising
Experience
Farm Sanctuary 2011 - 2014
The Gallup Organization 2008 - 2011
JumpNYC 2007 - 2008
TIAA-CREF 2004 - 2007
Merrill Lynch 2001 - 2004
Morgan Stanley Investment Management 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Strategy, Corporate Communications, Internal Communications, Leadership, Crisis Communications, Editing, Team Management, Branding & Identity, Public Relations, Press Releases, Marketing Strategy, Content Strategy, Nonprofits, Public Speaking
Education
Bucknell University
BA, Self-designed; Economics, Arts
Rider University 2007 — 2011
MA, Organizational Leadership/Communications
University of Massachusetts Boston
Columbia University in the City of New York
Farm Sanctuary 2011 - 2014
The Gallup Organization 2008 - 2011
JumpNYC 2007 - 2008
TIAA-CREF 2004 - 2007
Merrill Lynch 2001 - 2004
Morgan Stanley Investment Management 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Strategy, Corporate Communications, Internal Communications, Leadership, Crisis Communications, Editing, Team Management, Branding & Identity, Public Relations, Press Releases, Marketing Strategy, Content Strategy, Nonprofits, Public Speaking
Education
Bucknell University
BA, Self-designed; Economics, Arts
Rider University 2007 — 2011
MA, Organizational Leadership/Communications
University of Massachusetts Boston
Columbia University in the City of New York
Nick Hoffman's Merrill Lynch Experience 2008 - 2009
Job IT Director at Restaurantware
Industry Internet
Experience
Restaurantware, LLC August 2010 - Present
Sum Alpha LLC August 2010 - Present
SEO Design Solutions October 2009 - January 2011
SEO Design Solutions August 2008 - October 2009
UBS January 2009 - May 2009
Merrill Lynch 2008 - 2009
Skills
HTML, PHP, CSS, JavaScript, Amazon Web Services..., MySQL, PostgreSQL, Linux System..., Red Hat Linux, Ubuntu, iOS development, Android Development, E-commerce, QuickBooks, APIs, Management, Microsoft Office, Business Development, Leadership, Strategic Planning, Social Media, Marketing, Google Analytics, SEO, Social Media Marketing, Web Development, Project Management, Marketing Strategy, Customer Service, Online Advertising, Web Analytics, WordPress, Access, Sales, Event Management, Analytics
Education
Butler University 2005 — 2009
BS, Finance
Butler University - College of Business Administration 2005 — 2009
BS, Finance
Restaurantware, LLC August 2010 - Present
Sum Alpha LLC August 2010 - Present
SEO Design Solutions October 2009 - January 2011
SEO Design Solutions August 2008 - October 2009
UBS January 2009 - May 2009
Merrill Lynch 2008 - 2009
Skills
HTML, PHP, CSS, JavaScript, Amazon Web Services..., MySQL, PostgreSQL, Linux System..., Red Hat Linux, Ubuntu, iOS development, Android Development, E-commerce, QuickBooks, APIs, Management, Microsoft Office, Business Development, Leadership, Strategic Planning, Social Media, Marketing, Google Analytics, SEO, Social Media Marketing, Web Development, Project Management, Marketing Strategy, Customer Service, Online Advertising, Web Analytics, WordPress, Access, Sales, Event Management, Analytics
Education
Butler University 2005 — 2009
BS, Finance
Butler University - College of Business Administration 2005 — 2009
BS, Finance
Jared Wagoner's Merrill Lynch Experience August 2010 - December 2010
Job Private Banker & Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Bank April 2015 - Present
Fifth Third Bank June 2013 - Present
Fifth Third Bank June 2011 - June 2013
Alerding Castor, LLP January 2011 - May 2011
Merrill Lynch August 2010 - December 2010
Skills
Investments, Portfolio Management, Finance, Financial Services, Wealth Management, Leadership, Communication, Relationship Management, Relationship Building, Time Management, Banking, Mortgage Lending, Consumer Lending, Cash Management, Cash Flow Management, Liquidity Management, Financial Analysis, Management
Education
Butler University 2007 — 2011
BS, Finance
Fifth Third Bank April 2015 - Present
Fifth Third Bank June 2013 - Present
Fifth Third Bank June 2011 - June 2013
Alerding Castor, LLP January 2011 - May 2011
Merrill Lynch August 2010 - December 2010
Skills
Investments, Portfolio Management, Finance, Financial Services, Wealth Management, Leadership, Communication, Relationship Management, Relationship Building, Time Management, Banking, Mortgage Lending, Consumer Lending, Cash Management, Cash Flow Management, Liquidity Management, Financial Analysis, Management
Education
Butler University 2007 — 2011
BS, Finance
Samantha Wood, MFA Samantha Wood, MFA's Merrill Lynch Experience January 2014 - March 2014
Job Sales and Marketing Coordinator at Access Security Corporation
Industry Graphic Design
Experience
Temple University August 2015 - Present
Access Security Corporation March 2014 - Present
Wings of Hope January 2015 - March 2015
Temple University 2015 - 2015
Merrill Lynch January 2014 - March 2014
IIS Group LLC June 2012 - August 2012
Shippensburg University Fashion Archives September 2011 - December 2011
The Sandwich Bar Cafe and Catering 2010 - 2011
Skills
Graphic Design, Marketing, Microsoft Office, Photoshop, Illustrator, Sales, Adobe Creative Suite, HTML, Microsoft Word, Digital Photography, Website Development, Social Media, Office Management, Organization, Art, PowerPoint, InDesign, Graphic Arts, Social Media Marketing, Web Design, Microsoft Excel, Facebook, Customer Service, Advertising, Social Networking
Education
Full Sail University 2013 — 2014
Master of Fine Arts (M.F.A.), Media Design
Shippensburg University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Business Minor, Graphic Design Certificate, Graphic Design
Bucks County Community College
Continuing Education, HTML5
Temple University August 2015 - Present
Access Security Corporation March 2014 - Present
Wings of Hope January 2015 - March 2015
Temple University 2015 - 2015
Merrill Lynch January 2014 - March 2014
IIS Group LLC June 2012 - August 2012
Shippensburg University Fashion Archives September 2011 - December 2011
The Sandwich Bar Cafe and Catering 2010 - 2011
Skills
Graphic Design, Marketing, Microsoft Office, Photoshop, Illustrator, Sales, Adobe Creative Suite, HTML, Microsoft Word, Digital Photography, Website Development, Social Media, Office Management, Organization, Art, PowerPoint, InDesign, Graphic Arts, Social Media Marketing, Web Design, Microsoft Excel, Facebook, Customer Service, Advertising, Social Networking
Education
Full Sail University 2013 — 2014
Master of Fine Arts (M.F.A.), Media Design
Shippensburg University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Business Minor, Graphic Design Certificate, Graphic Design
Bucks County Community College
Continuing Education, HTML5
Steven Schroko's Merrill Lynch Experience May 2006 - September 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
UBS Wealth Management September 2008 - October 2013
Merrill Lynch May 2006 - September 2008
J.P. Morgan June 1985 - May 2006
Education
M.I.T. 1984 — 1986
MS, Management
Bucknell University 1978 — 1982
BS, Chemcal Engineering
UBS October 2013 - Present
UBS Wealth Management September 2008 - October 2013
Merrill Lynch May 2006 - September 2008
J.P. Morgan June 1985 - May 2006
Education
M.I.T. 1984 — 1986
MS, Management
Bucknell University 1978 — 1982
BS, Chemcal Engineering
Peter Mugno Peter Mugno's Merrill Lynch Experience May 2007 - August 2007
Job FX Sales at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
Citi September 2011 - September 2014
Citi August 2010 - August 2011
Seismic Exchange, Inc. January 2009 - August 2009
Smith Barney May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Electronic Trading, Foreign Exchange, Relationship Management, Trading Systems, Microsoft Excel, Fixed Income
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The Kinkaid School 2003 — 2006
Hackley School 2002 — 2003
Citi October 2014 - Present
Citi September 2011 - September 2014
Citi August 2010 - August 2011
Seismic Exchange, Inc. January 2009 - August 2009
Smith Barney May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Electronic Trading, Foreign Exchange, Relationship Management, Trading Systems, Microsoft Excel, Fixed Income
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The Kinkaid School 2003 — 2006
Hackley School 2002 — 2003
Kathleen Lynch's Merrill Lynch Experience 2005 - 2012
Job COO, UBS Group Americas and Wealth Management Americas
Industry Financial Services
Experience
UBS April 2013 - Present
UBS June 2012 - April 2013
Merrill Lynch 2005 - 2012
Merrill Lynch 1989 - 2001
Merrill Lynch 1987 - 1989
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & International Business
Bucknell University
Bachelor of Science (BS), Business Administration
UBS April 2013 - Present
UBS June 2012 - April 2013
Merrill Lynch 2005 - 2012
Merrill Lynch 1989 - 2001
Merrill Lynch 1987 - 1989
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & International Business
Bucknell University
Bachelor of Science (BS), Business Administration
Lauren Sansalone Lauren Sansalone's Merrill Lynch Experience June 2005 - July 2008
Job Student at Temple University Fox School of Business and Management
Industry Law Practice
Experience
Lockheed Martin October 2011 - April 2014
Reimbursement Technologies Inc February 2010 - October 2011
Merrill Lynch June 2005 - July 2008
Skills
Outlook, Microsoft Office, PowerPoint, Word, Excel, Access, Administrative Support, Legal Issues, Office Administration, Customer Service, Event Planning, Confidentiality, Writing, Calendars, Scheduling, Expenses, Customer Relations, Telephone Skills, Invoicing, Internet Research, Billing, Conferences, Accounts Payable, Social Media, Facebook
Education
Temple University - Fox School of Business and Management 2014 — 2016
Bachelor’s Degree, Business Management
Bucks County Community College 2005 — 2010
AA, Communications
Central Bucks East
High School
Lockheed Martin October 2011 - April 2014
Reimbursement Technologies Inc February 2010 - October 2011
Merrill Lynch June 2005 - July 2008
Skills
Outlook, Microsoft Office, PowerPoint, Word, Excel, Access, Administrative Support, Legal Issues, Office Administration, Customer Service, Event Planning, Confidentiality, Writing, Calendars, Scheduling, Expenses, Customer Relations, Telephone Skills, Invoicing, Internet Research, Billing, Conferences, Accounts Payable, Social Media, Facebook
Education
Temple University - Fox School of Business and Management 2014 — 2016
Bachelor’s Degree, Business Management
Bucks County Community College 2005 — 2010
AA, Communications
Central Bucks East
High School
Michelle Lee Mahon's Merrill Lynch Experience January 2008 - August 2008
Job Michelle Lee Entertainment featuring Sounds By Shelly Disc Jockey Services
Industry Entertainment
Experience
Michelle Lee Entertainment featuring Sounds By Shelly Disc Jockey Services January 1999 - Present
Creative Strategy Group, Inc. January 2013 - Present
MEDI MEDIA ANIMAL HEALTH June 2009 - September 2010
Website Redesign November 2008 - May 2009
Financial Relationship Services November 2007 - December 2008
Merrill Lynch January 2008 - August 2008
Merrill Lynch March 2006 - March 2007
Merrill Lynch February 2005 - February 2006
Skills
Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Marketing, Customer Service, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, PowerPoint, Sales Management, Strategic Planning, Social Media, Sales, Adobe Creative Suite, Event Planning, Social Networking, Market Research, Management, Entertainment, Video, Salesforce.com, Editing, Integrated Marketing, SEO, Training, Public Speaking, Digital Strategy, Creative Direction, Business Development, Web Design, Fundraising, Strategy, Process Improvement, Brand Development, Lead Generation, Direct Marketing, Entrepreneurship, E-commerce, Budgets, Strategic Communications, Online Marketing, Publishing, Web Content, Digital Media, Project Management
Education
University of PhoenixOnline
Bachelors of Science, Business Management
Bucks County Community College
Associates Degree, Communications, 3.2
Michelle Lee Entertainment featuring Sounds By Shelly Disc Jockey Services January 1999 - Present
Creative Strategy Group, Inc. January 2013 - Present
MEDI MEDIA ANIMAL HEALTH June 2009 - September 2010
Website Redesign November 2008 - May 2009
Financial Relationship Services November 2007 - December 2008
Merrill Lynch January 2008 - August 2008
Merrill Lynch March 2006 - March 2007
Merrill Lynch February 2005 - February 2006
Skills
Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Marketing, Customer Service, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, PowerPoint, Sales Management, Strategic Planning, Social Media, Sales, Adobe Creative Suite, Event Planning, Social Networking, Market Research, Management, Entertainment, Video, Salesforce.com, Editing, Integrated Marketing, SEO, Training, Public Speaking, Digital Strategy, Creative Direction, Business Development, Web Design, Fundraising, Strategy, Process Improvement, Brand Development, Lead Generation, Direct Marketing, Entrepreneurship, E-commerce, Budgets, Strategic Communications, Online Marketing, Publishing, Web Content, Digital Media, Project Management
Education
University of PhoenixOnline
Bachelors of Science, Business Management
Bucks County Community College
Associates Degree, Communications, 3.2
Nicholas Fischer Nicholas Fischer's Merrill Lynch Experience June 2011 - August 2011
Job Financial Services
Industry Financial Services
Experience
Investment Banking Institute January 2014 - March 2014
The Graham Georgetown March 2013 - January 2014
Bucknell Student Mail Room April 2010 - April 2012
Merrill Lynch June 2011 - August 2011
Trail Pods Inc. Containers on Wheels June 2010 - August 2010
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Fixed Annuities, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Credit, Insurance, Banking
Education
George Mason University - School of Management 2014 — 2014
Accounting
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Investment Banking Institute January 2014 - March 2014
The Graham Georgetown March 2013 - January 2014
Bucknell Student Mail Room April 2010 - April 2012
Merrill Lynch June 2011 - August 2011
Trail Pods Inc. Containers on Wheels June 2010 - August 2010
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Fixed Annuities, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Credit, Insurance, Banking
Education
George Mason University - School of Management 2014 — 2014
Accounting
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Thomas Tresch Thomas Tresch's Merrill Lynch Experience June 2009 - June 2009
Job Thomas E. Tresch, IT/IS Consultant
Industry Information Technology and Services
Experience
Thomas E. Tresch September 2009 - Present
Thomas E. Tresch January 2006 - Present
University of Pennsylvania Health System September 2009 - September 2009
TEKsystems June 2009 - September 2009
Franklin Township Board of Education August 2009 - August 2009
InSource, Inc. September 2008 - August 2009
LSG Sky Chefs July 2009 - July 2009
Merrill Lynch June 2009 - June 2009
Bristol-Myers Squibb August 2008 - January 2009
H.D. Smith Wholese Druge Co. January 2001 - February 2002
Skills
Windows Server, AS400, JavaScript, SQL, Supervisory Skills, Desktop Support, Desktop Administration, Server Administration, Linux, Unix Administration, Unix Shell Scripting, Computer Operations, Computer Hardware, Computer Maintenance, Computer Forensics, COBOL, C, C++, Troubleshooting, XP, System Administration, TCP/IP, Windows, Operating Systems, Unix, Network Administration, Disaster Recovery, Active Directory, Virtualization, Visio, Documentation, Security, Databases, VMware, Windows Server 2008, Programming, HTML, Deployment, Visual Studio, Microsoft Technologies, IT Operations, Network Security, Computer Repair, WAN, Microsoft SQL Server, IIS, Hardware, Software Documentation, Networking, Software Installation
Education
Bucks County Community College 2010 — 2010
Computer Technology/Computer Systems Technology
University of Phoenix-Online 2002 — 2002
Information Technology
Illinois Central College 1988 — 1990
Data Processing and Data Processing Technology/Technician
Foley-Belsaw Institute 1979 — 1981
Locksmith Certification, Locksmithing and Alarm Systems
Thomas E. Tresch September 2009 - Present
Thomas E. Tresch January 2006 - Present
University of Pennsylvania Health System September 2009 - September 2009
TEKsystems June 2009 - September 2009
Franklin Township Board of Education August 2009 - August 2009
InSource, Inc. September 2008 - August 2009
LSG Sky Chefs July 2009 - July 2009
Merrill Lynch June 2009 - June 2009
Bristol-Myers Squibb August 2008 - January 2009
H.D. Smith Wholese Druge Co. January 2001 - February 2002
Skills
Windows Server, AS400, JavaScript, SQL, Supervisory Skills, Desktop Support, Desktop Administration, Server Administration, Linux, Unix Administration, Unix Shell Scripting, Computer Operations, Computer Hardware, Computer Maintenance, Computer Forensics, COBOL, C, C++, Troubleshooting, XP, System Administration, TCP/IP, Windows, Operating Systems, Unix, Network Administration, Disaster Recovery, Active Directory, Virtualization, Visio, Documentation, Security, Databases, VMware, Windows Server 2008, Programming, HTML, Deployment, Visual Studio, Microsoft Technologies, IT Operations, Network Security, Computer Repair, WAN, Microsoft SQL Server, IIS, Hardware, Software Documentation, Networking, Software Installation
Education
Bucks County Community College 2010 — 2010
Computer Technology/Computer Systems Technology
University of Phoenix-Online 2002 — 2002
Information Technology
Illinois Central College 1988 — 1990
Data Processing and Data Processing Technology/Technician
Foley-Belsaw Institute 1979 — 1981
Locksmith Certification, Locksmithing and Alarm Systems
Daniel Rosenthal Daniel Rosenthal's Merrill Lynch Experience July 2014 - Present
Job Vice President Wealth Structuring at Merrill Lynch; Series 7, Series 6, Series 63, Life & health license
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch November 2013 - June 2014
Northwestern Mutual January 2011 - December 2013
parx casino January 2011 - December 2011
Ivy Hill Cemetery May 2007 - September 2011
Skills
Finance, Leadership, Management, Access, Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Team Building, Financial Analysis, Insurance, Account Management, Series 6, Disability Insurance, Life Insurance, Long-term Care, Strategic Financial..., Public Speaking, Whole Life, Sales, Salesforce.com, Microsoft Excel, Series 63, Series 7, Asset Allocation, Marketing, Asset Management, Alternative Investments, Training, Strategic Planning, Securities, IRAs, Variable Annuities, Financial Advisory, Wealth, Equities, Customer Service, Financial Services
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), B.B.A.
Bucks County Community College 2007 — 2009
Lock Haven University of Pennsylvania 2005 — 2007
Council Rock High School South
Merrill Lynch July 2014 - Present
Merrill Lynch November 2013 - June 2014
Northwestern Mutual January 2011 - December 2013
parx casino January 2011 - December 2011
Ivy Hill Cemetery May 2007 - September 2011
Skills
Finance, Leadership, Management, Access, Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Team Building, Financial Analysis, Insurance, Account Management, Series 6, Disability Insurance, Life Insurance, Long-term Care, Strategic Financial..., Public Speaking, Whole Life, Sales, Salesforce.com, Microsoft Excel, Series 63, Series 7, Asset Allocation, Marketing, Asset Management, Alternative Investments, Training, Strategic Planning, Securities, IRAs, Variable Annuities, Financial Advisory, Wealth, Equities, Customer Service, Financial Services
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), B.B.A.
Bucks County Community College 2007 — 2009
Lock Haven University of Pennsylvania 2005 — 2007
Council Rock High School South
Steven Weng's Merrill Lynch Experience May 1998 - September 2006
Job Accounting/Finance Specialist
Industry Financial Services
Experience
Langhorne Middletown Fire Company January 2014 - Present
The Fredric Rieders Family Renaissance Foundation March 2015 - June 2015
Clarence J. Venne LLC October 2013 - February 2015
BlackRock October 2006 - March 2011
Merrill Lynch May 1998 - September 2006
Genuardi's Family Markets November 1989 - May 2000
Media Marketplace October 1994 - June 1997
Skills
Equities, Mutual Funds, Investments, Funding, Alternative Investments, Asset Allocation, Bloomberg, Fixed Income, Asset Management, Analysis, ETFs, Financial Services, Options, Series 63, Accounting, Direct Marketing, Bonds, Wealth Management, Valuation, Uniform Combined State..., Investment Management, Securities, Series 7, Derivatives, Investment Advisory, Hedge Funds, Bloomberg Terminal, FINRA, Fund Accounting, Corporate Actions, Middle Office, Fund Administration, Fresh Produce
Education
Rider University 1992 — 1994
Bachelors, Marketing
Bucks County Community College 1990 — 1992
Associates, Business Administration
Neshaminy High School
Langhorne Middletown Fire Company January 2014 - Present
The Fredric Rieders Family Renaissance Foundation March 2015 - June 2015
Clarence J. Venne LLC October 2013 - February 2015
BlackRock October 2006 - March 2011
Merrill Lynch May 1998 - September 2006
Genuardi's Family Markets November 1989 - May 2000
Media Marketplace October 1994 - June 1997
Skills
Equities, Mutual Funds, Investments, Funding, Alternative Investments, Asset Allocation, Bloomberg, Fixed Income, Asset Management, Analysis, ETFs, Financial Services, Options, Series 63, Accounting, Direct Marketing, Bonds, Wealth Management, Valuation, Uniform Combined State..., Investment Management, Securities, Series 7, Derivatives, Investment Advisory, Hedge Funds, Bloomberg Terminal, FINRA, Fund Accounting, Corporate Actions, Middle Office, Fund Administration, Fresh Produce
Education
Rider University 1992 — 1994
Bachelors, Marketing
Bucks County Community College 1990 — 1992
Associates, Business Administration
Neshaminy High School
Scott Gunn, JD, QPFC, CFP® Scott Gunn, JD, QPFC, CFP®'s Merrill Lynch Experience March 2006 - February 2008
Job Principal
Industry Financial Services
Experience
LGT Financial Advisors LLC January 2009 - Present
Lido Advisors March 2013 - Present
Executive Financial Group March 2008 - December 2008
Merrill Lynch March 2006 - February 2008
Skills
Investments, Personal Financial..., Insurance, Wealth Management..., Estate Planning
Education
Duke University School of Law 1991 — 1994
Juris Doctor
Bucknell University 1987 — 1991
Bachelor of Arts, Economics
Suffield Academy 1983 — 1987
High School Diploma
LGT Financial Advisors LLC January 2009 - Present
Lido Advisors March 2013 - Present
Executive Financial Group March 2008 - December 2008
Merrill Lynch March 2006 - February 2008
Skills
Investments, Personal Financial..., Insurance, Wealth Management..., Estate Planning
Education
Duke University School of Law 1991 — 1994
Juris Doctor
Bucknell University 1987 — 1991
Bachelor of Arts, Economics
Suffield Academy 1983 — 1987
High School Diploma
Curt Edwards's Merrill Lynch Experience 2002 - 2004
Job Marketing Manager Sports Medicine at Stryker
Industry Medical Devices
Experience
House Beer, LLC August 2012 - Present
Stryker January 2015 - Present
Stryker September 2013 - December 2014
Stryker January 2012 - September 2013
Stryker July 2010 - December 2011
Stryker April 2008 - June 2010
Pie Guys Pizzeria March 2007 - March 2010
Chase October 2005 - February 2007
Refco August 2004 - September 2005
Merrill Lynch 2002 - 2004
Skills
Operating Room, Surgical Instruments, Surgeons, Orthopedic, Product Launch, Capital Equipment, Disposables, Market Development, Surgery, Product Marketing, FDA, Cross-functional Team..., Product Development, Cardiology, Urology, Marketing Strategy, Competitive Analysis, New Business Development, ISO 13485, Strategic Planning, Medical Devices, Entrepreneurship, Sales, Sales Operations, Orthopedics, Commercialization
Education
Butler University 1998 — 2002
Bachelor of Science (B.S.), Finance & Accounting, Major GPA: 3.95 / 4.0
House Beer, LLC August 2012 - Present
Stryker January 2015 - Present
Stryker September 2013 - December 2014
Stryker January 2012 - September 2013
Stryker July 2010 - December 2011
Stryker April 2008 - June 2010
Pie Guys Pizzeria March 2007 - March 2010
Chase October 2005 - February 2007
Refco August 2004 - September 2005
Merrill Lynch 2002 - 2004
Skills
Operating Room, Surgical Instruments, Surgeons, Orthopedic, Product Launch, Capital Equipment, Disposables, Market Development, Surgery, Product Marketing, FDA, Cross-functional Team..., Product Development, Cardiology, Urology, Marketing Strategy, Competitive Analysis, New Business Development, ISO 13485, Strategic Planning, Medical Devices, Entrepreneurship, Sales, Sales Operations, Orthopedics, Commercialization
Education
Butler University 1998 — 2002
Bachelor of Science (B.S.), Finance & Accounting, Major GPA: 3.95 / 4.0
Maggie Jiorle Maggie Jiorle's Merrill Lynch Experience 1989 - 2000
Job Instructional Facilitator at Bucks County Technical High School
Industry Information Technology and Services
Experience
Bucks County Technical High School November 2013 - Present
Thirty-One Gifts May 2012 - Present
Kreithen, Baron & Carpey P.C. February 2013 - May 2013
Bristol Township School District May 2010 - February 2013
Bristol Township School District October 2008 - May 2010
BlackRock January 2007 - May 2007
Merrill Lynch Investment Managers August 1989 - December 2006
Merrill Lynch 1989 - 2000
Skills
Software Implementation, SDLC, Vendor Management, Project Management, Equities, Technology Integration, Business Analysis, Management, CRM, Financial Services, Fixed Income, Team Leadership, Budgets, Program Management, Visio, Training, Leadership, Team Building, Process Improvement, Project Planning, Access, Analysis
Education
Bucks County Community College 2010 — 2012
Certificate, Paralegal Studies, 4.0
Bucks Country Community College 1981 — 1983
Associate of Arts (A.A.), Business Data Processing
Mercer County Community College
Technology
Bucks County Technical High School November 2013 - Present
Thirty-One Gifts May 2012 - Present
Kreithen, Baron & Carpey P.C. February 2013 - May 2013
Bristol Township School District May 2010 - February 2013
Bristol Township School District October 2008 - May 2010
BlackRock January 2007 - May 2007
Merrill Lynch Investment Managers August 1989 - December 2006
Merrill Lynch 1989 - 2000
Skills
Software Implementation, SDLC, Vendor Management, Project Management, Equities, Technology Integration, Business Analysis, Management, CRM, Financial Services, Fixed Income, Team Leadership, Budgets, Program Management, Visio, Training, Leadership, Team Building, Process Improvement, Project Planning, Access, Analysis
Education
Bucks County Community College 2010 — 2012
Certificate, Paralegal Studies, 4.0
Bucks Country Community College 1981 — 1983
Associate of Arts (A.A.), Business Data Processing
Mercer County Community College
Technology
Scott Elaine Case Scott Elaine Case's Merrill Lynch Experience May 1996 - October 1998
Job Next World Group
Industry Consumer Goods
Experience
Next World Group November 2013 - Present
Mighty Leaf Tea August 2014 - Present
Timbuk2 2005 - 2013
VMG Partners January 2005 - March 2012
Colorescience December 2008 - 2011
Timbuk2 Designs Inc 2006 - 2006
The Shansby Group June 2002 - January 2005
Deutsche Bank June 1999 - April 2002
Merrill Lynch May 1996 - October 1998
JP Morgan 1985 - 1996
Education
Bucknell University 1981 — 1985
BS, Computer Science
Next World Group November 2013 - Present
Mighty Leaf Tea August 2014 - Present
Timbuk2 2005 - 2013
VMG Partners January 2005 - March 2012
Colorescience December 2008 - 2011
Timbuk2 Designs Inc 2006 - 2006
The Shansby Group June 2002 - January 2005
Deutsche Bank June 1999 - April 2002
Merrill Lynch May 1996 - October 1998
JP Morgan 1985 - 1996
Education
Bucknell University 1981 — 1985
BS, Computer Science
Jonathan Grad Jonathan Grad's Merrill Lynch Experience May 2013 - July 2013
Job Equity Capital Markets Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Bucknell University - Student Managed Investment Fund August 2014 - May 2015
GE Capital June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Education
Bucknell University 2011 — 2015
School of Management, Accounting and Financial Management
Stifel Financial Corp. July 2015 - Present
Bucknell University - Student Managed Investment Fund August 2014 - May 2015
GE Capital June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Education
Bucknell University 2011 — 2015
School of Management, Accounting and Financial Management
William G. Love William G. Love's Merrill Lynch Experience July 1998 - June 2001
Job Certified Financial Planner at Marshall Financial Group (Fee Only)
Industry Financial Services
Experience
Marshall Financial Group May 2004 - Present
TD Waterhouse June 2001 - May 2004
Merrill Lynch July 1998 - June 2001
Vanguard March 1998 - July 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies
Education
Lasalle University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Bucks County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
FPA Residency
Penn State Great Valley
Quick Start- Passion to Payoff
iPEC - PSig
iPEC Mt Laural
Marshall Financial Group May 2004 - Present
TD Waterhouse June 2001 - May 2004
Merrill Lynch July 1998 - June 2001
Vanguard March 1998 - July 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies
Education
Lasalle University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Bucks County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
FPA Residency
Penn State Great Valley
Quick Start- Passion to Payoff
iPEC - PSig
iPEC Mt Laural
Leah Lenox Leah Lenox's Merrill Lynch Experience 2001 - 2003
Job Senior Vice President, Corporate Audit, Regulatory Relations at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Bank of America June 2011 - April 2012
Bank of America September 2007 - June 2011
Bank of America 2004 - 2007
Merrill Lynch 2001 - 2003
Skills
Financial Regulation, Risk Management, Operational Risk, AML, Auditing, Anti Money Laundering
Education
Bucknell University 1997 — 2001
BA, Economics
Rock Bridge High School 1994 — 1997
Bank of America April 2012 - Present
Bank of America June 2011 - April 2012
Bank of America September 2007 - June 2011
Bank of America 2004 - 2007
Merrill Lynch 2001 - 2003
Skills
Financial Regulation, Risk Management, Operational Risk, AML, Auditing, Anti Money Laundering
Education
Bucknell University 1997 — 2001
BA, Economics
Rock Bridge High School 1994 — 1997
Tracy Verhage Tracy Verhage's Merrill Lynch Experience March 1991 - March 2008
Job Property Coordinator at Scudders Holdings, LLC/ Ivy Realty Services
Industry Facilities Services
Experience
800 Scudders, LLC/ Ivy Realty Services April 2008 - Present
Merrill Lynch March 1991 - March 2008
Skills
Budgets, Project Coordination, Vendor Management, Management, Process Scheduler, Microsoft Word, Employee Relations, Accounting, Analysis, Accounts Payable, Real Estate, Account Reconciliation, Facilities Management
Education
Bucks County Community College
800 Scudders, LLC/ Ivy Realty Services April 2008 - Present
Merrill Lynch March 1991 - March 2008
Skills
Budgets, Project Coordination, Vendor Management, Management, Process Scheduler, Microsoft Word, Employee Relations, Accounting, Analysis, Accounts Payable, Real Estate, Account Reconciliation, Facilities Management
Education
Bucks County Community College
Emily King Emily King's Merrill Lynch Experience June 2012 - September 2012
Job Operations Coordinator at CBS Corporation
Industry Media Production
Experience
CBS Corporation July 2015 - Present
NFL Films August 2014 - March 2015
JaegerSloan Inc March 2014 - May 2014
Lumiere Media, Inc. April 2013 - February 2014
Habitat for Humanity of Trenton November 2012 - May 2013
Weybridge Strategies January 2013 - April 2013
Prudential Fox & Roach Realtors January 2011 - January 2013
Merrill Lynch June 2012 - September 2012
Skills
Marketing, Social Media, Sales, Customer Service, Management, Real Estate, Leadership, Project Management, Video Production, Brand Development, Office Management, Project Staffing, Television Production, Market Research, Digital Marketing, Footage & Photo..., Recruiting, Inventory Management, Producing, Broadcast Television, Account Management, Video
Education
Delaware Valley University
MBA, Global Executive Leadership, Current GPA 4.0
Delaware Valley University
Bachelor of Science (BS), Business Administration, 3.75 - Magna Cum Laude
Bucks County Community College
Associates, Business Management / Real Estate
CBS Corporation July 2015 - Present
NFL Films August 2014 - March 2015
JaegerSloan Inc March 2014 - May 2014
Lumiere Media, Inc. April 2013 - February 2014
Habitat for Humanity of Trenton November 2012 - May 2013
Weybridge Strategies January 2013 - April 2013
Prudential Fox & Roach Realtors January 2011 - January 2013
Merrill Lynch June 2012 - September 2012
Skills
Marketing, Social Media, Sales, Customer Service, Management, Real Estate, Leadership, Project Management, Video Production, Brand Development, Office Management, Project Staffing, Television Production, Market Research, Digital Marketing, Footage & Photo..., Recruiting, Inventory Management, Producing, Broadcast Television, Account Management, Video
Education
Delaware Valley University
MBA, Global Executive Leadership, Current GPA 4.0
Delaware Valley University
Bachelor of Science (BS), Business Administration, 3.75 - Magna Cum Laude
Bucks County Community College
Associates, Business Management / Real Estate
Alex Locker's Merrill Lynch Experience September 1996 - May 2009
Job Investment Consultant
Industry Investment Management
Experience
Locker Wealth Management, Inc. May 2009 - Present
Merrill Lynch September 1996 - May 2009
Caterpillar Financial September 1994 - July 1996
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Retirement, Financial Services, Finance, Securities, Credit, Interpersonal..., Endowments, Asset Managment, Retirement Planning, Series 7, Foundations, Investment Management, Financial Advisory
Education
Butler University 1990 — 1994
Bachelor's, Finance
Locker Wealth Management, Inc. May 2009 - Present
Merrill Lynch September 1996 - May 2009
Caterpillar Financial September 1994 - July 1996
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Retirement, Financial Services, Finance, Securities, Credit, Interpersonal..., Endowments, Asset Managment, Retirement Planning, Series 7, Foundations, Investment Management, Financial Advisory
Education
Butler University 1990 — 1994
Bachelor's, Finance
John Morris's Merrill Lynch Experience 1983 - 2004
Job Senior Partner at V2V Associates
Industry Financial Services
Experience
V2V Associates January 2014 - Present
Snowden Capital Advisors April 2011 - December 2013
Clearbrook Financial April 2004 - July 2011
Merrill Lynch 1983 - 2004
Skills
Asset Allocation, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Financial Structuring, Alternative Investments, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Strategic Planning, Strategy, Venture Capital, Wealth Management, Wealth Management...
Education
Bucknell University 1979 — 1982
BA, Economics
V2V Associates January 2014 - Present
Snowden Capital Advisors April 2011 - December 2013
Clearbrook Financial April 2004 - July 2011
Merrill Lynch 1983 - 2004
Skills
Asset Allocation, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Financial Structuring, Alternative Investments, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Strategic Planning, Strategy, Venture Capital, Wealth Management, Wealth Management...
Education
Bucknell University 1979 — 1982
BA, Economics
Dale Hinkley's Merrill Lynch Experience January 1999 - July 1999
Job Help Desk Analyst at GSI Commerce
Industry Computer Networking
Experience
GSI Commerce May 2002 - Present
GSI Interactive 2002 - Present
NRI Data March 2001 - September 2001
Nutrisystem November 2000 - March 2001
Consultant at Mcgraw-Hill April 2000 - August 2000
Hewlett-Packard March 2000 - April 2000
Camanco Communications October 1999 - February 2000
Merrill Lynch January 1999 - July 1999
GE Logisticom January 1998 - November 1998
Rhone-Poulenc August 1997 - November 1997
Skills
VPN, Windows, Servers, Microsoft Exchange, Troubleshooting, Cisco Technologies, E-commerce, Technical Support
Education
Bucks County Community College 1984 — 1985
GSI Commerce May 2002 - Present
GSI Interactive 2002 - Present
NRI Data March 2001 - September 2001
Nutrisystem November 2000 - March 2001
Consultant at Mcgraw-Hill April 2000 - August 2000
Hewlett-Packard March 2000 - April 2000
Camanco Communications October 1999 - February 2000
Merrill Lynch January 1999 - July 1999
GE Logisticom January 1998 - November 1998
Rhone-Poulenc August 1997 - November 1997
Skills
VPN, Windows, Servers, Microsoft Exchange, Troubleshooting, Cisco Technologies, E-commerce, Technical Support
Education
Bucks County Community College 1984 — 1985
Brendan Connor's Merrill Lynch Experience January 2002 - May 2002
Job TradeMonster
Industry Financial Services
Experience
TradeMonster April 2013 - Present
Hoopis Financial Group-MassMutual May 2012 - March 2013
Prime International Trading March 2005 - September 2010
Prime International Trading March 2004 - January 2008
Archer Daniels Midland March 2003 - February 2004
Merrill Lynch January 2002 - May 2002
MF Global May 2001 - August 2001
Butler University Soccer Camps May 2001 - August 2001
ING Bearings May 2000 - August 2000
Chicago Mercantile Exchange May 1999 - August 1999
Skills
Options, Word, Excel, PowerPoint, Microsoft Office, Risk Management, Investments, Problem Solving, Management
Education
Butler University 1998 — 2002
Finance, General
Butler University - College of Business Administration 1998 — 2002
Finance, General
Glenbard West High School 1994 — 1998
Butler University
Bachelor of Science, Finance
TradeMonster April 2013 - Present
Hoopis Financial Group-MassMutual May 2012 - March 2013
Prime International Trading March 2005 - September 2010
Prime International Trading March 2004 - January 2008
Archer Daniels Midland March 2003 - February 2004
Merrill Lynch January 2002 - May 2002
MF Global May 2001 - August 2001
Butler University Soccer Camps May 2001 - August 2001
ING Bearings May 2000 - August 2000
Chicago Mercantile Exchange May 1999 - August 1999
Skills
Options, Word, Excel, PowerPoint, Microsoft Office, Risk Management, Investments, Problem Solving, Management
Education
Butler University 1998 — 2002
Finance, General
Butler University - College of Business Administration 1998 — 2002
Finance, General
Glenbard West High School 1994 — 1998
Butler University
Bachelor of Science, Finance
Jason Cort's Merrill Lynch Experience January 1997 - May 2014
Job Founding Partner, Private Wealth Advisor at Quadrant Private Wealth
Industry Investment Management
Experience
Quadrant Private Wealth May 2014 - Present
Merrill Lynch January 1997 - May 2014
Skills
Portfolio Management, Financial Modeling, Estate Planning, Life Insurance
Education
Bucknell University 1991 — 1995
Honors in Economics
Quadrant Private Wealth May 2014 - Present
Merrill Lynch January 1997 - May 2014
Skills
Portfolio Management, Financial Modeling, Estate Planning, Life Insurance
Education
Bucknell University 1991 — 1995
Honors in Economics
Mark Imbertson's Merrill Lynch Experience 1998 - Present
Job Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1998 - Present
Education
Bucknell University
Merrill Lynch 1998 - Present
Education
Bucknell University
Dave Rich's Merrill Lynch Experience March 2005 - March 2007
Job VP Ecommunications compliance at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Standard & Poor's March 2009 - May 2014
Susquehanna International March 2007 - March 2009
Merrill Lynch March 2005 - March 2007
Jefferies & Company July 1992 - March 2005
MidTown Regulatory Group 1995 - 2004
New York Stock Exchange March 1988 - July 1992
Pacific Stock Exchange 1985 - 1988
Philadelphia Stock Exchange 1981 - 1984
Skills
Securities, Equities, Business Networking, Thinking Outside The Box, Trading, Series 7, Fixed Income, Options, FINRA, Loyal, Commodity, Compliance, Stock Exchange, Leadership, Capital Markets, Financial Regulation, Financial Services, AML, Financial Markets, Electronic Trading, Bonds, Bloomberg, Structured Products, Market Data, Hedge Funds, Trading Systems, Structured Finance, Series 24, Prime Brokerage, Finance, Asset Management, Mutual Funds, Risk Management, Equity Trading, Financial Risk, Securities Regulation, Investment Banking, Series 63, Investments, Alternative Investments, ETFs, Securitization, Operational Risk, Investment Advisory, Swaps, Derivatives, Middle Office, Dodd-Frank, Private Equity, ABS
Education
Butler University 1969 — 1973
Wm. Tennent
JPMorgan Chase & Co. May 2015 - Present
Standard & Poor's March 2009 - May 2014
Susquehanna International March 2007 - March 2009
Merrill Lynch March 2005 - March 2007
Jefferies & Company July 1992 - March 2005
MidTown Regulatory Group 1995 - 2004
New York Stock Exchange March 1988 - July 1992
Pacific Stock Exchange 1985 - 1988
Philadelphia Stock Exchange 1981 - 1984
Skills
Securities, Equities, Business Networking, Thinking Outside The Box, Trading, Series 7, Fixed Income, Options, FINRA, Loyal, Commodity, Compliance, Stock Exchange, Leadership, Capital Markets, Financial Regulation, Financial Services, AML, Financial Markets, Electronic Trading, Bonds, Bloomberg, Structured Products, Market Data, Hedge Funds, Trading Systems, Structured Finance, Series 24, Prime Brokerage, Finance, Asset Management, Mutual Funds, Risk Management, Equity Trading, Financial Risk, Securities Regulation, Investment Banking, Series 63, Investments, Alternative Investments, ETFs, Securitization, Operational Risk, Investment Advisory, Swaps, Derivatives, Middle Office, Dodd-Frank, Private Equity, ABS
Education
Butler University 1969 — 1973
Wm. Tennent
Gavin Howard, MBA's Merrill Lynch Experience September 1997 - December 1997
Job Business Systems Analyst at NTT Data Corporation
Industry Restaurants
Experience
NTT DATA Corporation May 2014 - Present
NTT Data Corporation August 2013 - April 2014
Yum! Brands September 1998 - August 2013
Merrill Lynch September 1997 - December 1997
Humana May 1997 - August 1997
Skills
Financial Reporting, Financial Accounting, SOX, Financial Analysis, Accounting, Account Reconciliation, Accounts Receivable, PeopleSoft, Hyperion Enterprise, Hyperion HFM, Corporate Finance, Analysis, Access, Accounts Payable, Budgets, Finance, Financial Forecasting, General Ledger, Forecasting, Financial Modeling, Income Statement, Internal Controls, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Process Improvement, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Variance Analysis
Education
Webster University (AT) 2009 — 2011
MBA, Graduate Studies
Butler University 1994 — 1998
BS, Finance
Butler University - College of Business Administration 1994 — 1998
Bachelor of Science, Finance
Saint Xavier High School 1990 — 1994
Diploma
NTT DATA Corporation May 2014 - Present
NTT Data Corporation August 2013 - April 2014
Yum! Brands September 1998 - August 2013
Merrill Lynch September 1997 - December 1997
Humana May 1997 - August 1997
Skills
Financial Reporting, Financial Accounting, SOX, Financial Analysis, Accounting, Account Reconciliation, Accounts Receivable, PeopleSoft, Hyperion Enterprise, Hyperion HFM, Corporate Finance, Analysis, Access, Accounts Payable, Budgets, Finance, Financial Forecasting, General Ledger, Forecasting, Financial Modeling, Income Statement, Internal Controls, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Process Improvement, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Variance Analysis
Education
Webster University (AT) 2009 — 2011
MBA, Graduate Studies
Butler University 1994 — 1998
BS, Finance
Butler University - College of Business Administration 1994 — 1998
Bachelor of Science, Finance
Saint Xavier High School 1990 — 1994
Diploma
J. Frank Russell's Merrill Lynch Experience 1991 - 1996
Job Retired
Industry Utilities
Experience
Retired, traveling and pursuing volunteer and community activities January 2014 - Present
Concentric Energy Advisors October 2002 - December 2013
Greylock Energy Associates 1996 - 2002
Merrill Lynch 1991 - 1996
Bankers Trust Company 1977 - 1991
Skills
Energy, Financial Modeling, Due Diligence
Education
Harvard Business School 1975 — 1977
MBA, Finance
Bucknell University 1970 — 1974
BSEE, Electrical Engineering
Retired, traveling and pursuing volunteer and community activities January 2014 - Present
Concentric Energy Advisors October 2002 - December 2013
Greylock Energy Associates 1996 - 2002
Merrill Lynch 1991 - 1996
Bankers Trust Company 1977 - 1991
Skills
Energy, Financial Modeling, Due Diligence
Education
Harvard Business School 1975 — 1977
MBA, Finance
Bucknell University 1970 — 1974
BSEE, Electrical Engineering
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
Tricia DelGaudio's Merrill Lynch Experience 2005 - June 2007
Job Brand Strategist at Carbone Smolan Agency
Industry Marketing and Advertising
Experience
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Leslie Tarble's Merrill Lynch Experience January 2007 - December 2007
Job Chief Financial Officer at Quality Companies, LLC
Industry Transportation/Trucking/Railroad
Experience
Quality Companies, LLC June 2015 - Present
Celadon Group Inc. October 2014 - June 2015
Celadon Group Inc. December 2008 - October 2014
Triton Value Partners, LLC May 2008 - December 2008
Merrill Lynch January 2007 - December 2007
Skills
Forecasting, Accounting, Process Improvement, Strategic Planning, Microsoft Excel, Leadership, Financial Analysis, Transportation, Access, Team Building, Financial Reporting, Financial Modeling, Microsoft Office
Education
Butler University 2004 — 2008
BS, Finance
Quality Companies, LLC June 2015 - Present
Celadon Group Inc. October 2014 - June 2015
Celadon Group Inc. December 2008 - October 2014
Triton Value Partners, LLC May 2008 - December 2008
Merrill Lynch January 2007 - December 2007
Skills
Forecasting, Accounting, Process Improvement, Strategic Planning, Microsoft Excel, Leadership, Financial Analysis, Transportation, Access, Team Building, Financial Reporting, Financial Modeling, Microsoft Office
Education
Butler University 2004 — 2008
BS, Finance
Judy Mathew's Merrill Lynch Experience June 2006 - December 2009
Job Associate in FX Prop Fixed Income at Nomura Securities
Industry Financial Services
Experience
Nomura Securities March 2013 - Present
Nomura Securities December 2009 - June 2012
Merrill Lynch June 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Secondary Loans
Education
Bucknell University 2000 — 2004
BSBA
The University of Melbourne, Australia 2003 — 2003
Study Abroad Program
Nomura Securities March 2013 - Present
Nomura Securities December 2009 - June 2012
Merrill Lynch June 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Secondary Loans
Education
Bucknell University 2000 — 2004
BSBA
The University of Melbourne, Australia 2003 — 2003
Study Abroad Program
janine haas's Merrill Lynch Experience October 1999 - October 2002
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Deutsche Bank March 2003 - July 2005
Merrill Lynch October 1999 - October 2002
Skills
Fixed Income, Financial Structuring
Education
Bucknell University 1995 — 1999
BA, International Relations
Morgan Stanley August 2005 - Present
Deutsche Bank March 2003 - July 2005
Merrill Lynch October 1999 - October 2002
Skills
Fixed Income, Financial Structuring
Education
Bucknell University 1995 — 1999
BA, International Relations
Bill Sherwood's Merrill Lynch Experience 2000 - 2010
Job Group Controller at Calumet Specialty Products Partners, L.P.
Industry Automotive
Experience
Calumet Specialty Products Partners, L.P. September 2013 - Present
Fairfield Manufacturing January 2011 - August 2013
Merrill Lynch 2000 - 2010
Great Lakes Chemical Corporation 2000 - 2005
Ernst & Young, LLP 1984 - 2000
Education
Butler University 1980 — 1984
B.S., Accounting
Garrett High School. 1976 — 1980
Calumet Specialty Products Partners, L.P. September 2013 - Present
Fairfield Manufacturing January 2011 - August 2013
Merrill Lynch 2000 - 2010
Great Lakes Chemical Corporation 2000 - 2005
Ernst & Young, LLP 1984 - 2000
Education
Butler University 1980 — 1984
B.S., Accounting
Garrett High School. 1976 — 1980
Roland Delzangle's Merrill Lynch Experience October 1997 - Present
Job Software Engineer at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 1997 - Present
Merrill Lynch October 1997 - May 2002
Skills
SDLC
Education
Pennco Institutes 1985 — 1987
Associate, Electrontic Technology
Bucks County Community College 1974 — 1976
Associate, Business
Merrill Lynch October 1997 - Present
Merrill Lynch October 1997 - May 2002
Skills
SDLC
Education
Pennco Institutes 1985 — 1987
Associate, Electrontic Technology
Bucks County Community College 1974 — 1976
Associate, Business
Gina Tangora-Sciaraffo's Merrill Lynch Experience 2007 - Present
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Merrill Lynch 2007 - 2008
Merrill Lynch 2001 - 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1999 - 2001
Media Marketplace 1998 - 1999
Education
Stevens Institute of Technology 2001 — 2002
Project Management, Project Management
The College of New Jersey 1998 — 1999
Bachelor of Science in Business Administration, Business
Bucks County Community College 1996 — 1998
Business Administration
Merrill Lynch 2007 - Present
Merrill Lynch 2007 - 2008
Merrill Lynch 2001 - 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1999 - 2001
Media Marketplace 1998 - 1999
Education
Stevens Institute of Technology 2001 — 2002
Project Management, Project Management
The College of New Jersey 1998 — 1999
Bachelor of Science in Business Administration, Business
Bucks County Community College 1996 — 1998
Business Administration
Kristen Tan's Merrill Lynch Experience October 2007 - September 2014
Job SEC Reporting Manager
Industry Oil & Energy
Experience
Shell September 2014 - Present
Merrill Lynch October 2007 - September 2014
PricewaterhouseCoopers September 2006 - October 2007
Education
Bucknell University 2002 — 2006
BSBA, Accounting
Shell September 2014 - Present
Merrill Lynch October 2007 - September 2014
PricewaterhouseCoopers September 2006 - October 2007
Education
Bucknell University 2002 — 2006
BSBA, Accounting
Kathy Armillei's Merrill Lynch Experience February 2001 - June 2004
Job Executive Director at Huntingdon County United Way
Industry Nonprofit Organization Management
Experience
Huntingdon County United Way April 2007 - Present
Huntingdon County United Way November 2004 - April 2007
Merrill Lynch February 2001 - June 2004
PNC Wealth Management May 1998 - February 2001
CoreStates National Bank May 1987 - May 1998
Skills
Non-profits, Fundraising, Public Speaking, Grant Writing, Community Outreach, Strategic Planning, Nonprofits, Volunteer Management, Non-profit..., Customer Service, Public Relations, Leadership Development, Event Planning, Microsoft Office, Budgets, Marketing Communications, Event Management, Marketing, Community Development, Management, Social Media, Program Development, Leadership, Marketing Strategy, Team Building, Training, Social Media Marketing, Economic Development, Small Business, Advertising, Coaching, Grants, Social Networking, Research, Newsletters, Policy, Philanthropy, Editing, Press Releases
Education
Bucks County Community College 1986 — 1992
Associates Degree, Accounting
Delhaas High School 1972 — 1976
High School Diploma
Huntingdon County United Way April 2007 - Present
Huntingdon County United Way November 2004 - April 2007
Merrill Lynch February 2001 - June 2004
PNC Wealth Management May 1998 - February 2001
CoreStates National Bank May 1987 - May 1998
Skills
Non-profits, Fundraising, Public Speaking, Grant Writing, Community Outreach, Strategic Planning, Nonprofits, Volunteer Management, Non-profit..., Customer Service, Public Relations, Leadership Development, Event Planning, Microsoft Office, Budgets, Marketing Communications, Event Management, Marketing, Community Development, Management, Social Media, Program Development, Leadership, Marketing Strategy, Team Building, Training, Social Media Marketing, Economic Development, Small Business, Advertising, Coaching, Grants, Social Networking, Research, Newsletters, Policy, Philanthropy, Editing, Press Releases
Education
Bucks County Community College 1986 — 1992
Associates Degree, Accounting
Delhaas High School 1972 — 1976
High School Diploma
Thomas Rickey's Merrill Lynch Experience December 2002 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Investment Managers December 2002 - Present
Merrill Lynch December 2002 - Present
Branders.com 1998 - 2000
Skills
Alternative Investments, Bloomberg, Portfolio Management, Investments, Investment Management, Derivatives, Wealth Management, Separately Managed..., Equity Research, Fund Of Funds, Performance Attribution, Bonds, Capital Markets, Investment Advisory, Series 63, Securities, Global Macro, Valuation, Financial Modeling, Strategic Planning
Education
Indiana University of Pennsylvania 1978 — 1980
Master of Business Administration (M.B.A.), Finance & Investments
Bucknell University 1972 — 1976
BSBA, Business/Commerce, General
Merrill Lynch Investment Managers December 2002 - Present
Merrill Lynch December 2002 - Present
Branders.com 1998 - 2000
Skills
Alternative Investments, Bloomberg, Portfolio Management, Investments, Investment Management, Derivatives, Wealth Management, Separately Managed..., Equity Research, Fund Of Funds, Performance Attribution, Bonds, Capital Markets, Investment Advisory, Series 63, Securities, Global Macro, Valuation, Financial Modeling, Strategic Planning
Education
Indiana University of Pennsylvania 1978 — 1980
Master of Business Administration (M.B.A.), Finance & Investments
Bucknell University 1972 — 1976
BSBA, Business/Commerce, General
Michelle Kauffman's Merrill Lynch Experience 2002 - 2007
Job Account Executive
Industry Marketing and Advertising
Experience
North Highland October 2014 - Present
Bank of America Merrill Lynch 2010 - 2014
Ed Libby & Co. 2007 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Skills
Marketing Communications, Fundraising, Marketing Strategy, Event Management, Public Relations, Social Media Marketing, Direct Marketing, CRM, Leadership, Marketing
Education
Rider University 2000 — 2002
Bucks County Community College 1995 — 2000
Associate of Arts (AA), Business Administration and Management, General
North Highland October 2014 - Present
Bank of America Merrill Lynch 2010 - 2014
Ed Libby & Co. 2007 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Skills
Marketing Communications, Fundraising, Marketing Strategy, Event Management, Public Relations, Social Media Marketing, Direct Marketing, CRM, Leadership, Marketing
Education
Rider University 2000 — 2002
Bucks County Community College 1995 — 2000
Associate of Arts (AA), Business Administration and Management, General
Liz (Musgrave) Zummach's Merrill Lynch Experience August 2006 - December 2006
Job Group Sales Strategic Consultant at Humana
Industry Insurance
Experience
Humana October 2013 - Present
Humana February 2013 - October 2013
Humana October 2011 - February 2013
Ethicon Endo-Surgery, Inc., a Johnson & Johnson Company January 2011 - January 2012
Johnson and Johnson Consumer Companies June 2009 - January 2011
McNeil Nutritionals October 2008 - June 2009
The Janssen Pharmaceutical Companies of Johnson & Johnson March 2008 - October 2008
Johnson & Johnson May 2007 - March 2008
Merrill Lynch August 2006 - December 2006
Merrill Lynch May 2004 - August 2006
Skills
Strategic Consulting, Operational & Execution..., Business Planning &..., Financial Modeling &..., Corporate Finance &..., Revenue & Profit Growth, Complex Project..., Organizational Design, Change Management, Communications, Collaboration &..., Performance / Talent...
Education
Butler University 2003 — 2007
BS, Finance, 3.9 GPA (on 4.0 scale)
University of Wollongong 2006 — 2006
Study Abroad Program
Humana October 2013 - Present
Humana February 2013 - October 2013
Humana October 2011 - February 2013
Ethicon Endo-Surgery, Inc., a Johnson & Johnson Company January 2011 - January 2012
Johnson and Johnson Consumer Companies June 2009 - January 2011
McNeil Nutritionals October 2008 - June 2009
The Janssen Pharmaceutical Companies of Johnson & Johnson March 2008 - October 2008
Johnson & Johnson May 2007 - March 2008
Merrill Lynch August 2006 - December 2006
Merrill Lynch May 2004 - August 2006
Skills
Strategic Consulting, Operational & Execution..., Business Planning &..., Financial Modeling &..., Corporate Finance &..., Revenue & Profit Growth, Complex Project..., Organizational Design, Change Management, Communications, Collaboration &..., Performance / Talent...
Education
Butler University 2003 — 2007
BS, Finance, 3.9 GPA (on 4.0 scale)
University of Wollongong 2006 — 2006
Study Abroad Program
Steven T. Anastos, PMP's Merrill Lynch Experience October 2009 - Present
Job Product Manager at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2009 - Present
Merrill Lynch September 1999 - January 2009
Merrill Lynch May 1996 - September 1999
Munich American Reinsurance Company January 1992 - May 1996
Skandia American Reinsurance Corporation March 1991 - December 1992
Skills
Business Analysis
Education
Bucks County Community College
Saint John's University
BS, Computer Science
Merrill Lynch October 2009 - Present
Merrill Lynch September 1999 - January 2009
Merrill Lynch May 1996 - September 1999
Munich American Reinsurance Company January 1992 - May 1996
Skandia American Reinsurance Corporation March 1991 - December 1992
Skills
Business Analysis
Education
Bucks County Community College
Saint John's University
BS, Computer Science
Shannon Rutter's Merrill Lynch Experience March 2014 - Present
Job Hedge Fund Origination, Merrill Lynch Alternative Investments
Industry Investment Management
Experience
Merrill Lynch March 2014 - Present
Direxionfunds December 2011 - March 2014
BlackRock September 2009 - December 2011
BlackRock May 2008 - August 2008
BlackRock May 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Mutual Funds, ETFs, Series 7, SQL, Due Diligence, Commodities, Managed Futures, Volatility, Asset Allocation, Derivatives, Hedge Funds, Investments, Alternative Investments, Asset Management, Bloomberg, Valuation, Fixed Income, Investment Management
Education
Bucknell University 2005 — 2009
BA, Economics, Philosophy
Merrill Lynch March 2014 - Present
Direxionfunds December 2011 - March 2014
BlackRock September 2009 - December 2011
BlackRock May 2008 - August 2008
BlackRock May 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Mutual Funds, ETFs, Series 7, SQL, Due Diligence, Commodities, Managed Futures, Volatility, Asset Allocation, Derivatives, Hedge Funds, Investments, Alternative Investments, Asset Management, Bloomberg, Valuation, Fixed Income, Investment Management
Education
Bucknell University 2005 — 2009
BA, Economics, Philosophy
Lindsey Lee's Merrill Lynch Experience June 2006 - May 2012
Job Development Officer, Annual Fund at Bucknell University
Industry Fund-Raising
Experience
Bucknell University September 2012 - Present
Merrill Lynch June 2006 - May 2012
Skills
Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Securities, Prime Brokerage, Series 63, Bloomberg, Derivatives, Private Equity, Options, Asset Managment, Investments, Emerging Markets
Education
Bucknell University 2002 — 2006
BA, Economics
Bucknell University September 2012 - Present
Merrill Lynch June 2006 - May 2012
Skills
Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Securities, Prime Brokerage, Series 63, Bloomberg, Derivatives, Private Equity, Options, Asset Managment, Investments, Emerging Markets
Education
Bucknell University 2002 — 2006
BA, Economics
Oliver Hannay, CIMA®'s Merrill Lynch Experience August 2011 - Present
Job Vice President Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Merrill Lynch 2004 - August 2011
Skills
Series 7, Series 24, Series 66, Mutual Funds, Wealth Management, Asset Allocation, ETFs, Investments, Investment Strategies, Fixed Income, Separately Managed..., Portfolio Management, Uniform Combined State..., Certified Investment..., Asset Management
Education
Bucknell University 1998 — 2002
BA, Economics & English
Merrill Lynch August 2011 - Present
Merrill Lynch 2004 - August 2011
Skills
Series 7, Series 24, Series 66, Mutual Funds, Wealth Management, Asset Allocation, ETFs, Investments, Investment Strategies, Fixed Income, Separately Managed..., Portfolio Management, Uniform Combined State..., Certified Investment..., Asset Management
Education
Bucknell University 1998 — 2002
BA, Economics & English
Cindy Hyatt-Evans's Merrill Lynch Experience October 1999 - September 2004
Job Driver at Bucks County Intermediate Unit #22
Industry Publishing
Experience
Bucks County Intermediate Unit #22 October 2012 - February 2015
Pennsbury School District May 2008 - June 2011
Express Scripts November 2009 - January 2011
Bucks County Courier Times June 2006 - March 2008
Lenox Collections May 2007 - August 2007
Vertis Communications July 2005 - May 2007
Merrill Lynch October 1999 - September 2004
Union Fidelity Insurance Company 1984 - 2000
Skills
Copywriting, Advertising, Brochures, Proofreading, Publications, Time Management, Logo Design, Graphics, Quality Assurance, Databases, Teamwork, Customer Service
Education
Bucks County Community College 2009 — 2009
MCAS Certification
Bucks County Intermediate Unit #22 October 2012 - February 2015
Pennsbury School District May 2008 - June 2011
Express Scripts November 2009 - January 2011
Bucks County Courier Times June 2006 - March 2008
Lenox Collections May 2007 - August 2007
Vertis Communications July 2005 - May 2007
Merrill Lynch October 1999 - September 2004
Union Fidelity Insurance Company 1984 - 2000
Skills
Copywriting, Advertising, Brochures, Proofreading, Publications, Time Management, Logo Design, Graphics, Quality Assurance, Databases, Teamwork, Customer Service
Education
Bucks County Community College 2009 — 2009
MCAS Certification
Robin Deibler's Merrill Lynch Experience May 2010 - September 2010
Job Traffic Person at Merck
Industry Marketing and Advertising
Experience
Merck March 2011 - Present
Baldwin & Obenauf, Inc. March 2010 - Present
Merrill Lynch May 2010 - September 2010
Bristol-Myers Squibb 2007 - 2009
DIRECTV 2000 - 2005
DDB 1997 - 2000
Dailey & Associates 1986 - 1996
Education
Clarion University of Pennsylvania 1976 — 1979
BS, Speech Communication
Bucks County Community College 1970 — 1971
Merck March 2011 - Present
Baldwin & Obenauf, Inc. March 2010 - Present
Merrill Lynch May 2010 - September 2010
Bristol-Myers Squibb 2007 - 2009
DIRECTV 2000 - 2005
DDB 1997 - 2000
Dailey & Associates 1986 - 1996
Education
Clarion University of Pennsylvania 1976 — 1979
BS, Speech Communication
Bucks County Community College 1970 — 1971
Moyosore Ajayi's Merrill Lynch Experience June 2007 - December 2007
Job AVP; Investment Support Specialist at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
Bank of America December 2010 - December 2012
Bank of America October 2006 - December 2010
Merrill Lynch June 2007 - December 2007
Education
University of Scranton 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Northeastern University 2006 — 2008
Bachelor of Science, Finance
Bunker Hill Community College 2004 — 2006
Associate of Science in Business Administration, Finance
Lagos State Model College, Meiran 1997 — 2002
Bank of America December 2012 - Present
Bank of America December 2010 - December 2012
Bank of America October 2006 - December 2010
Merrill Lynch June 2007 - December 2007
Education
University of Scranton 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Northeastern University 2006 — 2008
Bachelor of Science, Finance
Bunker Hill Community College 2004 — 2006
Associate of Science in Business Administration, Finance
Lagos State Model College, Meiran 1997 — 2002
Keith Buchko's Merrill Lynch Experience June 2003 - March 2009
Job Security Site Manager at G4S Secure Solutions (USA) Inc.
Industry Security and Investigations
Experience
G4S Secure Solutions (USA) Inc. September 2011 - Present
G4S February 2010 - April 2012
Merrill Lynch June 2003 - March 2009
Trenton Police Division March 1992 - March 2000
Skills
Outlook, Physical Security, Security, Security Management, Access Control, Budgets, Facilities Management, Training, Management, Security Operations, Team Building, Security Awareness, Security Audits, Risk Management, Investigation, Fraud, Corporate Security, CCTV, Criminal Justice, Police, Risk Assessment, Enforcement, Surveillance, Criminal Investigations, Emergency Management, Tactics, Operations Management, Protection, Homeland Security, Executive Protection, Background Checks, Business Continuity, Asset Protection, Private Investigations, Internal Investigations, Crisis Management, Counterterrorism
Education
Bucks County Community College 1999 — 2000
Criminal Justice
G4S Secure Solutions (USA) Inc. September 2011 - Present
G4S February 2010 - April 2012
Merrill Lynch June 2003 - March 2009
Trenton Police Division March 1992 - March 2000
Skills
Outlook, Physical Security, Security, Security Management, Access Control, Budgets, Facilities Management, Training, Management, Security Operations, Team Building, Security Awareness, Security Audits, Risk Management, Investigation, Fraud, Corporate Security, CCTV, Criminal Justice, Police, Risk Assessment, Enforcement, Surveillance, Criminal Investigations, Emergency Management, Tactics, Operations Management, Protection, Homeland Security, Executive Protection, Background Checks, Business Continuity, Asset Protection, Private Investigations, Internal Investigations, Crisis Management, Counterterrorism
Education
Bucks County Community College 1999 — 2000
Criminal Justice
Linda Avery's Merrill Lynch Experience November 1987 - December 1991
Job Chief Data Officer at Federal Reserve Bank of New York
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York July 2014 - Present
Goldman Sachs August 1994 - June 2014
Goldman Sachs August 1994 - October 2007
Mercadian Capital January 1992 - April 1994
Merrill Lynch November 1987 - December 1991
Skills
Trading Systems, Market Data, Management, Fixed Income, Capital Markets, Credit Derivatives, Prime Brokerage, Electronic Trading, Equities, Sybase, Reference Data, Middle Office, Interest Rate..., Investment Banking, Derivatives
Education
Bucknell University
Bachelors
Federal Reserve Bank of New York July 2014 - Present
Goldman Sachs August 1994 - June 2014
Goldman Sachs August 1994 - October 2007
Mercadian Capital January 1992 - April 1994
Merrill Lynch November 1987 - December 1991
Skills
Trading Systems, Market Data, Management, Fixed Income, Capital Markets, Credit Derivatives, Prime Brokerage, Electronic Trading, Equities, Sybase, Reference Data, Middle Office, Interest Rate..., Investment Banking, Derivatives
Education
Bucknell University
Bachelors
Lauren Hart (Bartley)'s Merrill Lynch Experience May 2006 - August 2006
Job Director Finance at Tradeweb
Industry Investment Management
Experience
Tradeweb March 2015 - Present
Tradeweb March 2013 - March 2015
Tradeweb October 2010 - March 2013
Prudential Capital Group July 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Pearson Education May 2005 - July 2005
Mom’s Food Concessions 2000 - 2004
Skills
Excel, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Forecasting, Fixed Income, Variance Analysis, Analysis, Investments, Microsoft Excel
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Ridge High School 1999 — 2003
Tradeweb March 2015 - Present
Tradeweb March 2013 - March 2015
Tradeweb October 2010 - March 2013
Prudential Capital Group July 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Pearson Education May 2005 - July 2005
Mom’s Food Concessions 2000 - 2004
Skills
Excel, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Forecasting, Fixed Income, Variance Analysis, Analysis, Investments, Microsoft Excel
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Ridge High School 1999 — 2003
Dan Chillemi's Merrill Lynch Experience January 2005 - January 2009
Job First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Merrill Lynch January 2005 - January 2009
Education
Butler University 2002 — 2005
LAS, International Studies, Spanish, French
University of Evansville 2001 — 2002
LAS, International Studies, Spanish, French
UBS 2009 - Present
Merrill Lynch January 2005 - January 2009
Education
Butler University 2002 — 2005
LAS, International Studies, Spanish, French
University of Evansville 2001 — 2002
LAS, International Studies, Spanish, French
Dana Spagnola's Merrill Lynch Experience October 2013 - Present
Job Market Executive's Assistant at Bank of America, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
U.S.Trust January 2011 - October 2013
US Trust August 2006 - January 2011
Bank of America May 2002 - August 2006
Skills
Wealth Management, Private Banking, Banking, Relationship Management, Microsoft Excel, Microsoft Office, Investments, Asset Management, Credit, Loans, Finance, Mortgage Lending, Retail Banking, Financial Services, Wealth Management..., High Net Worth..., Outlook, Cross Selling, Refinance, CRM, Management, Customer Service
Education
Bucks County Community College 1994 — 1994
Business
Middle Township High School 1989 — 1993
Merrill Lynch October 2013 - Present
U.S.Trust January 2011 - October 2013
US Trust August 2006 - January 2011
Bank of America May 2002 - August 2006
Skills
Wealth Management, Private Banking, Banking, Relationship Management, Microsoft Excel, Microsoft Office, Investments, Asset Management, Credit, Loans, Finance, Mortgage Lending, Retail Banking, Financial Services, Wealth Management..., High Net Worth..., Outlook, Cross Selling, Refinance, CRM, Management, Customer Service
Education
Bucks County Community College 1994 — 1994
Business
Middle Township High School 1989 — 1993
David Shoolin's Merrill Lynch Experience May 2010 - March 2014
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate March 2014 - Present
Merrill Lynch May 2010 - March 2014
AXA Advisors August 2009 - March 2010
Blockbuster 2006 - 2009
Skills
Building Relationships, Series 7, Series 66, Sales, Call Center, Customer Service, Banking, Strategic Financial..., Account Management, Mutual Funds, Uniform Combined State..., Investments, Retirement Planning, Wealth Management, Series 63, Investment Advisory
Education
Emerson College 2004 — 2006
Bachelor of Arts, Media Arts
Bucks County Community College 2003 — 2004
Resource Real Estate March 2014 - Present
Merrill Lynch May 2010 - March 2014
AXA Advisors August 2009 - March 2010
Blockbuster 2006 - 2009
Skills
Building Relationships, Series 7, Series 66, Sales, Call Center, Customer Service, Banking, Strategic Financial..., Account Management, Mutual Funds, Uniform Combined State..., Investments, Retirement Planning, Wealth Management, Series 63, Investment Advisory
Education
Emerson College 2004 — 2006
Bachelor of Arts, Media Arts
Bucks County Community College 2003 — 2004
joseph golomboski's Merrill Lynch Experience May 2012 - April 2014
Job Customer Service Representative at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Lynch May 2012 - April 2014
2006-2011 January 2001 - January 2005
Pennsylvania Army National Guard January 1992 - January 2000
Pennsylvania Business Institute January 1989 - January 1991
Education
Bucknell University 1978 — 1982
MBA, Economics
Delaware Valley University
Masters, Business Administration
University of Southern California
M.S, Systems Management
Merrill Edge April 2014 - Present
Merrill Lynch May 2012 - April 2014
2006-2011 January 2001 - January 2005
Pennsylvania Army National Guard January 1992 - January 2000
Pennsylvania Business Institute January 1989 - January 1991
Education
Bucknell University 1978 — 1982
MBA, Economics
Delaware Valley University
Masters, Business Administration
University of Southern California
M.S, Systems Management
Joel Brightfield's Merrill Lynch Experience June 2006 - August 2006
Job Senior Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting June 2007 - Present
Indiana Business Bank January 2007 - May 2007
Merrill Lynch June 2006 - August 2006
Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Equities, Asset Managment, Due Diligence, Risk Management, Fixed Income, Investment Strategies, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Butler University 2003 — 2007
Bachelor of Science
Aon Hewitt Investment Consulting June 2007 - Present
Indiana Business Bank January 2007 - May 2007
Merrill Lynch June 2006 - August 2006
Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Equities, Asset Managment, Due Diligence, Risk Management, Fixed Income, Investment Strategies, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Butler University 2003 — 2007
Bachelor of Science
William Sharp's Merrill Lynch Experience July 2014 - Present
Job Power Investment Banking Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2014 - Present
Education
Bucknell University 2008 — 2012
Bachelor of Applied Science (BASc)
Christian Brothers Academy 2004 — 2008
Merrill Lynch July 2014 - Present
Education
Bucknell University 2008 — 2012
Bachelor of Applied Science (BASc)
Christian Brothers Academy 2004 — 2008
Brian Dion's Merrill Lynch Experience February 2010 - July 2010
Job Pro Services & Commercial Sales Specialist at Lowe's Companies, Inc.
Industry Construction
Experience
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Frank Konieczny's Merrill Lynch Experience August 2006 - December 2008
Job Financial Advisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2009 - December 2010
Merrill Lynch August 2006 - December 2008
Midway Dental Supply, Inc February 2005 - August 2006
United Federal Credit Union July 2002 - February 2005
TrustCorp Mortgage Company February 2000 - July 2002
Skills
Portfolio Management, Series 7, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Series 63, Credit Analysis, Mutual Funds
Education
Indiana University 1995 — 1998
Obtained Bachelors degree with a, Finance
Butler University 1993 — 1995
BS, Finance, General
JPMorgan Chase June 2009 - December 2010
Merrill Lynch August 2006 - December 2008
Midway Dental Supply, Inc February 2005 - August 2006
United Federal Credit Union July 2002 - February 2005
TrustCorp Mortgage Company February 2000 - July 2002
Skills
Portfolio Management, Series 7, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Series 63, Credit Analysis, Mutual Funds
Education
Indiana University 1995 — 1998
Obtained Bachelors degree with a, Finance
Butler University 1993 — 1995
BS, Finance, General
Tami Hanford's Merrill Lynch Experience November 1993 - January 2008
Job Dance Instructor at The Walter Schalk School of Dance
Industry Real Estate
Experience
Halstead Property February 2010 - Present
The Walter Schalk School of Dance September 2009 - Present
Merrill Lynch November 1993 - January 2008
Skills
Negotiation, Sellers, Rentals, Real Estate, First Time Home Buyers, Online Advertising, Investment Properties, Relocation, Social Media, Customer Service, Selling, Real Estate Transactions, Property Management, Short Sales, Buyer Representation, New Home Sales, Single Family Homes, Residential Homes, Budgets, Foreclosures
Education
Bucknell University 1987 — 1991
Bachelor's degree, Economics
Halstead Property February 2010 - Present
The Walter Schalk School of Dance September 2009 - Present
Merrill Lynch November 1993 - January 2008
Skills
Negotiation, Sellers, Rentals, Real Estate, First Time Home Buyers, Online Advertising, Investment Properties, Relocation, Social Media, Customer Service, Selling, Real Estate Transactions, Property Management, Short Sales, Buyer Representation, New Home Sales, Single Family Homes, Residential Homes, Budgets, Foreclosures
Education
Bucknell University 1987 — 1991
Bachelor's degree, Economics
Jeffrey Heuer's Merrill Lynch Experience September 1998 - March 2001
Job Owner Heuer, Inc.
Industry Real Estate
Experience
Heuer, Inc. January 2001 - Present
Heuer, Inc. March 2011 - October 2013
Merrill Lynch September 1998 - March 2001
Skills
Management, Residential Homes, Commercial Real Estate, Investments, Real Estate, Leadership, Negotiation, Investment Properties, Asset Management, Strategic Planning, Contract Negotiation, Due Diligence
Education
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Heuer, Inc. January 2001 - Present
Heuer, Inc. March 2011 - October 2013
Merrill Lynch September 1998 - March 2001
Skills
Management, Residential Homes, Commercial Real Estate, Investments, Real Estate, Leadership, Negotiation, Investment Properties, Asset Management, Strategic Planning, Contract Negotiation, Due Diligence
Education
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Jasmine Winters's Merrill Lynch Experience July 2008 - August 2008
Job
Industry Marketing and Advertising
Experience
Starcom November 2014 - Present
TravelClick October 2014 - Present
TravelClick June 2013 - September 2014
TravelClick January 2013 - June 2013
Life Stages LLC October 2011 - May 2012
Rimrock Capital Management July 2010 - October 2011
Merrill Lynch July 2008 - August 2008
Aventis Asset Management May 2007 - August 2007
Skills
Analytics, Data Analysis, Microsoft Excel, SAS Programming, Marketing Strategy, Brand Awareness, Digital Marketing, Web Analytics, Financial Modeling, Online Advertising, Marketing, Digital Strategy, Strategy
Education
Bucknell University 2005 — 2009
Bachelor of Arts (B.A.), Economics, East Asian Studies
Yonsei University 2007 — 2007
Study Abroad, Economics, Korean culture and language
Starcom November 2014 - Present
TravelClick October 2014 - Present
TravelClick June 2013 - September 2014
TravelClick January 2013 - June 2013
Life Stages LLC October 2011 - May 2012
Rimrock Capital Management July 2010 - October 2011
Merrill Lynch July 2008 - August 2008
Aventis Asset Management May 2007 - August 2007
Skills
Analytics, Data Analysis, Microsoft Excel, SAS Programming, Marketing Strategy, Brand Awareness, Digital Marketing, Web Analytics, Financial Modeling, Online Advertising, Marketing, Digital Strategy, Strategy
Education
Bucknell University 2005 — 2009
Bachelor of Arts (B.A.), Economics, East Asian Studies
Yonsei University 2007 — 2007
Study Abroad, Economics, Korean culture and language
Tina Tohm's Merrill Lynch Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Kahunaville 1999 - 2003
Education
Bucks County Community College 2011 — 2013
Associate's degree, Travel and Event Planning
Merrill Lynch 2012 - Present
Kahunaville 1999 - 2003
Education
Bucks County Community College 2011 — 2013
Associate's degree, Travel and Event Planning
Susan Rowan's Merrill Lynch Experience 1994 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1994 - 2002
United Counties Trust Company 1990 - 1994
The Howard Savings Bank 1988 - 1990
Chase Manhattan Bank 1987 - 1988
Skills
Wealth Management, Portfolio Management, Banking, Estate Planning, Asset Management
Education
Mount St. Mary's University
Bachelor of Arts (B.A.), Business and Finance; Minor in Fine Art
Bucknell University
Pennsylvania Bankers Association, Central Atlantic School of Trust
National Business Institute
Estate and Trust Administration, Estate Planning and New Jersey Probate
Northwestern University
American Bankers Association, National Trust School
Merrill Lynch 1994 - 2002
United Counties Trust Company 1990 - 1994
The Howard Savings Bank 1988 - 1990
Chase Manhattan Bank 1987 - 1988
Skills
Wealth Management, Portfolio Management, Banking, Estate Planning, Asset Management
Education
Mount St. Mary's University
Bachelor of Arts (B.A.), Business and Finance; Minor in Fine Art
Bucknell University
Pennsylvania Bankers Association, Central Atlantic School of Trust
National Business Institute
Estate and Trust Administration, Estate Planning and New Jersey Probate
Northwestern University
American Bankers Association, National Trust School
Sam O'Neill's Merrill Lynch Experience September 2014 - December 2014
Job Investment Banking Analyst at H.C. Wainwright & Co., LLC
Industry Investment Banking
Experience
Merrill Lynch September 2014 - December 2014
4086 Advisors May 2014 - August 2014
Butler University May 2013 - January 2014
RuffaloCODY May 2012 - August 2012
Skills
Time Management, Public Speaking, Sales, Program Management, Microsoft Excel, Sports Coaching, Team Leadership, Business Planning, Research, Coaching, Fundraising, Management, Microsoft Office, Finance, Financial Analysis, Financial Modeling
Education
Butler University 2011 — 2015
Bachelor's degree, Finance, Management Information Systems, Cum Laude
Merrill Lynch September 2014 - December 2014
4086 Advisors May 2014 - August 2014
Butler University May 2013 - January 2014
RuffaloCODY May 2012 - August 2012
Skills
Time Management, Public Speaking, Sales, Program Management, Microsoft Excel, Sports Coaching, Team Leadership, Business Planning, Research, Coaching, Fundraising, Management, Microsoft Office, Finance, Financial Analysis, Financial Modeling
Education
Butler University 2011 — 2015
Bachelor's degree, Finance, Management Information Systems, Cum Laude
Becky Currid's Merrill Lynch Experience June 1996 - Present
Job AVP, Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1996 - Present
Education
Temple University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Bucks County Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Merrill Lynch June 1996 - Present
Education
Temple University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Bucks County Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Jason Otto's Merrill Lynch Experience December 2003 - March 2010
Job Corporate Accounting Manager at TriLand Properties
Industry Accounting
Experience
Rialto Capital Management February 2012 - February 2014
World Fuel Services March 2010 - February 2012
Merrill Lynch December 2003 - March 2010
EY September 1999 - December 2003
Skills
CPA, Finance, Investment Banking, Accounting, Financial Reporting, Financial Analysis, General Ledger, Internal Controls, Auditing, Account Reconciliation, Financial Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Statements, SEC filings, Variance Analysis, Financial Modeling, Cash Flow
Education
Bucknell University 1995 — 1999
Bachelor of Science (BS), Accounting
Rialto Capital Management February 2012 - February 2014
World Fuel Services March 2010 - February 2012
Merrill Lynch December 2003 - March 2010
EY September 1999 - December 2003
Skills
CPA, Finance, Investment Banking, Accounting, Financial Reporting, Financial Analysis, General Ledger, Internal Controls, Auditing, Account Reconciliation, Financial Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Statements, SEC filings, Variance Analysis, Financial Modeling, Cash Flow
Education
Bucknell University 1995 — 1999
Bachelor of Science (BS), Accounting
Chris Chantry's Merrill Lynch Experience August 2010 - Present
Job Merrill Lynch Quality Analyst
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
United States Marine Corps December 2001 - December 2005
Skills
Leadership, Process Improvement, Program Management, Project Management
Education
Bucks County Community College 1997 — 1999
Associate of Arts (A.A.), Computer Systems Networking and Telecommunications
Merrill Lynch August 2010 - Present
United States Marine Corps December 2001 - December 2005
Skills
Leadership, Process Improvement, Program Management, Project Management
Education
Bucks County Community College 1997 — 1999
Associate of Arts (A.A.), Computer Systems Networking and Telecommunications
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank