Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Diana Dell Diana Dell's Merrill Lynch Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Sign of the Dove July 2012 - June 2013
Merrill Lynch, Encino February 2012 - May 2012
Skills
Microsoft Office, Sales Force, ProSeries, Finance, Investments, Series 7, Securities, Equities, Retirement Planning, Fixed Income, Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
California State University-Northridge 2009 — 2012
Bachelor of Science (BS), Finance, General, Senior
Allan Hancock College 2005 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Merrill Lynch June 2013 - Present
Sign of the Dove July 2012 - June 2013
Merrill Lynch, Encino February 2012 - May 2012
Skills
Microsoft Office, Sales Force, ProSeries, Finance, Investments, Series 7, Securities, Equities, Retirement Planning, Fixed Income, Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
California State University-Northridge 2009 — 2012
Bachelor of Science (BS), Finance, General, Senior
Allan Hancock College 2005 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ken Pingel Ken Pingel's Merrill Lynch Experience 2010 - 2010
Job Financial Analyst
Industry Investment Banking
Experience
MarshBerry August 2014 - Present
Consumers Energy August 2013 - August 2014
Hantz Group August 2011 - April 2013
Merrill Lynch 2010 - 2010
Education
Grand Valley State University 2013 — 2014
Master of Business Administration (MBA)
Albion College 2007 — 2011
Bachelor of Arts (BA), Economics and Management
MarshBerry August 2014 - Present
Consumers Energy August 2013 - August 2014
Hantz Group August 2011 - April 2013
Merrill Lynch 2010 - 2010
Education
Grand Valley State University 2013 — 2014
Master of Business Administration (MBA)
Albion College 2007 — 2011
Bachelor of Arts (BA), Economics and Management
Monique Villanueva Monique Villanueva's Merrill Lynch Experience August 2015 - Present
Job Investment Specialist at First Hawaiian Bank
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
First Hawaiian Bank November 2013 - August 2015
New York Life Insurance Company January 2013 - November 2013
Pacific Integrity September 2012 - January 2013
Skills
Licensed Life & Health..., Life Insurance, Health Insurance, Investments, Sales, Leadership, Microsoft Office, Commercial Insurance, Property & Casualty..., Strategic Financial..., Small Business, Employee Benefits, Fixed Annuities, Retirement Planning, Insurance, Disability Insurance, Finance, General Insurance, Critical Illness, Long-term Care, Underwriting, Risk Management, Whole Life, Term Life Insurance, Customer Service, Retirement, Long Term Care Insurance, IRAs, Universal Life, Business Planning, Financial Services, Estate Planning, Series 6, Variable Annuities, Financial Analysis, Mutual Funds, 401k, Brokers, Wealth Management, Financial Planners, Training, Asset Management, Benefits Administration, Customer Retention, Cold Calling, Asset Allocation
Education
Allegheny College
Psychology
Holy Names Academy
Merrill Lynch August 2015 - Present
First Hawaiian Bank November 2013 - August 2015
New York Life Insurance Company January 2013 - November 2013
Pacific Integrity September 2012 - January 2013
Skills
Licensed Life & Health..., Life Insurance, Health Insurance, Investments, Sales, Leadership, Microsoft Office, Commercial Insurance, Property & Casualty..., Strategic Financial..., Small Business, Employee Benefits, Fixed Annuities, Retirement Planning, Insurance, Disability Insurance, Finance, General Insurance, Critical Illness, Long-term Care, Underwriting, Risk Management, Whole Life, Term Life Insurance, Customer Service, Retirement, Long Term Care Insurance, IRAs, Universal Life, Business Planning, Financial Services, Estate Planning, Series 6, Variable Annuities, Financial Analysis, Mutual Funds, 401k, Brokers, Wealth Management, Financial Planners, Training, Asset Management, Benefits Administration, Customer Retention, Cold Calling, Asset Allocation
Education
Allegheny College
Psychology
Holy Names Academy
Judith Bedford Judith Bedford's Merrill Lynch Experience 1984 - 1987
Job Accounting Consultant at Vaco Arizona LLC
Industry Accounting
Experience
Vaco Arizona LLC August 2015 - Present
Dow Corning 1987 - 2014
Merrill Lynch 1984 - 1987
Ernst & Ernst June 1977 - May 1983
Skills
Corporate Tax, Transfer Pricing, Tax Accounting, Tax Preparation, Tax Returns, Intercompany agreements, Intercompany..., Legal Documents, Legal Writing, Internal Controls, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Financial Accounting, Financial Statement..., Treasury Services, Finance, Intercompany Accounts, SAP, Financial Reporting, Microsoft Word, Business Process, Microsoft Office, Management, Microsoft Excel, Research, Cross-functional Team..., HR processes, Forecasting, People Development, Six Sigma, Strategic Planning, Leadership, Financial Analysis, Investments, Cost Accounting, Project Management, Tax Law, Income Tax, International Tax, Financial Audits, Tax Research, Financial Statements
Education
Walsh College 1988 — 1992
MST (Masters of Science in Taxation), Taxation, Summa Cum Laude
Saginaw Valley State University - College of Business and Management 1979 — 1982
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
Alma College 1974 — 1977
BA, Business, emphasis in Accounting, Magna Cum Laude
Vaco Arizona LLC August 2015 - Present
Dow Corning 1987 - 2014
Merrill Lynch 1984 - 1987
Ernst & Ernst June 1977 - May 1983
Skills
Corporate Tax, Transfer Pricing, Tax Accounting, Tax Preparation, Tax Returns, Intercompany agreements, Intercompany..., Legal Documents, Legal Writing, Internal Controls, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Financial Accounting, Financial Statement..., Treasury Services, Finance, Intercompany Accounts, SAP, Financial Reporting, Microsoft Word, Business Process, Microsoft Office, Management, Microsoft Excel, Research, Cross-functional Team..., HR processes, Forecasting, People Development, Six Sigma, Strategic Planning, Leadership, Financial Analysis, Investments, Cost Accounting, Project Management, Tax Law, Income Tax, International Tax, Financial Audits, Tax Research, Financial Statements
Education
Walsh College 1988 — 1992
MST (Masters of Science in Taxation), Taxation, Summa Cum Laude
Saginaw Valley State University - College of Business and Management 1979 — 1982
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
Alma College 1974 — 1977
BA, Business, emphasis in Accounting, Magna Cum Laude
Michele Kimball Michele Kimball's Merrill Lynch Experience August 1986 - November 1987
Job Founder, Aging reDesign
Industry Program Development
Experience
Aging reDesign January 2015 - Present
Buurtzorg USA Neighborhood Nursing 2014 - Present
Allina Health 2012 - 2015
Stratis Health 2007 - 2013
AARP 2000 - 2013
AARP 1991 - 2000
Ways and Means Health Subcommittee, U.S. House of Representatives November 1987 - January 1991
Merrill Lynch August 1986 - November 1987
U.S. Supreme Court January 1985 - June 1985
Skills
Program Development, Volunteer Management, Grassroots Organizing, Non-profits, Community Outreach, Public Policy, Policy Analysis, Strategic Communications, Public Speaking, Event Planning, Strategic Planning, Management, Healthcare, Nonprofits, Community Organizing, Program Management, Leadership Development, Fundraising, Community Development, Coalitions, Program Evaluation, Grants, Legislative Relations, Policy, Grassroots
Education
Alfred University 1982 — 1986
B.A., Public Administration/Public Law
College of St. Catherine 2005 — 2006
Certificate, Women's Leadership
University of St. Thomas 2010 — 2010
Certificate, Strategic Management
Aging reDesign January 2015 - Present
Buurtzorg USA Neighborhood Nursing 2014 - Present
Allina Health 2012 - 2015
Stratis Health 2007 - 2013
AARP 2000 - 2013
AARP 1991 - 2000
Ways and Means Health Subcommittee, U.S. House of Representatives November 1987 - January 1991
Merrill Lynch August 1986 - November 1987
U.S. Supreme Court January 1985 - June 1985
Skills
Program Development, Volunteer Management, Grassroots Organizing, Non-profits, Community Outreach, Public Policy, Policy Analysis, Strategic Communications, Public Speaking, Event Planning, Strategic Planning, Management, Healthcare, Nonprofits, Community Organizing, Program Management, Leadership Development, Fundraising, Community Development, Coalitions, Program Evaluation, Grants, Legislative Relations, Policy, Grassroots
Education
Alfred University 1982 — 1986
B.A., Public Administration/Public Law
College of St. Catherine 2005 — 2006
Certificate, Women's Leadership
University of St. Thomas 2010 — 2010
Certificate, Strategic Management
Ralph Allen, CIMA®, MBA's Merrill Lynch Experience April 2005 - August 2009
Job Managing Principal, HawkPeak® Financial Group
Industry Financial Services
Experience
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
Craig Dillon Craig Dillon's Merrill Lynch Experience September 2001 - August 2007
Job District Sales Manager NTA Life
Industry Insurance
Experience
NTA Life December 2012 - Present
Grainger April 2008 - July 2013
The Sabaugh Group September 2007 - April 2008
Merrill Lynch September 2001 - August 2007
Wells Fargo Financial January 1999 - September 2001
WestWorks Mortgage November 1996 - January 1999
NorWest Fiancial Services July 1994 - November 1996
Skills
Retail, Cold Calling, Credit, E-commerce, Human Resources, Account Management, Budgets, Business Development, Consultative Selling, Contract Negotiation, Customer Retention, Negotiation, Insurance, Recruiting, Customer Service, Microsoft Office
Education
Georgia State University College of Law 2010 — 2016
Doctor of Law (J.D.), American/U.S. Law/Legal Studies/Jurisprudence
William Carey College 1995 — 1997
Master of Business Administration (MBA), Executive Leadership
Alcorn State University 1990 — 1994
B.S., Business Managment
NTA Life December 2012 - Present
Grainger April 2008 - July 2013
The Sabaugh Group September 2007 - April 2008
Merrill Lynch September 2001 - August 2007
Wells Fargo Financial January 1999 - September 2001
WestWorks Mortgage November 1996 - January 1999
NorWest Fiancial Services July 1994 - November 1996
Skills
Retail, Cold Calling, Credit, E-commerce, Human Resources, Account Management, Budgets, Business Development, Consultative Selling, Contract Negotiation, Customer Retention, Negotiation, Insurance, Recruiting, Customer Service, Microsoft Office
Education
Georgia State University College of Law 2010 — 2016
Doctor of Law (J.D.), American/U.S. Law/Legal Studies/Jurisprudence
William Carey College 1995 — 1997
Master of Business Administration (MBA), Executive Leadership
Alcorn State University 1990 — 1994
B.S., Business Managment
Jim Fogerty, J.D. Jim Fogerty, J.D.'s Merrill Lynch Experience January 2000 - February 2001
Job Legal Services
Industry Writing and Editing
Experience
Writer September 2003 - Present
Self September 2003 - Present
Law Offices of James M. Fogerty June 1991 - May 2003
Merrill Lynch January 2000 - February 2001
Skills
Writing, Public Speaking, Commercial Litigation, Negotiation, Customer Relations, Editing, Legal Research, Microsoft Office, Contract Negotiation, Mediation, Litigation, Fundraising, Estate Planning, Financial Planning, Dispute Resolution, Civil Litigation, Family Law, Political Science, Word, Employment Law, Government, Litigation Support, English, Team Building, Government Liaison, Small Business, Licensing, Coaching, Social Networking, Microsoft Word, Customer Service, Marketing, Public Relations, Creative Writing, Legal Writing, Politics, Policy, Speech Writing, Blogging, Press Releases, Public Policy, Community Outreach, Journalism, Social Media
Education
Fuller Theological Seminary 2004 — 2008
M.Div., Theology
Dickinson Law 1987 — 1990
J.D., Law
American University 1983 — 1987
B.A., International Relations
Allegheny College 1982 — 1983
Episcopal Academy 1978 — 1982
B.A.
T.E. Junior High
Writer September 2003 - Present
Self September 2003 - Present
Law Offices of James M. Fogerty June 1991 - May 2003
Merrill Lynch January 2000 - February 2001
Skills
Writing, Public Speaking, Commercial Litigation, Negotiation, Customer Relations, Editing, Legal Research, Microsoft Office, Contract Negotiation, Mediation, Litigation, Fundraising, Estate Planning, Financial Planning, Dispute Resolution, Civil Litigation, Family Law, Political Science, Word, Employment Law, Government, Litigation Support, English, Team Building, Government Liaison, Small Business, Licensing, Coaching, Social Networking, Microsoft Word, Customer Service, Marketing, Public Relations, Creative Writing, Legal Writing, Politics, Policy, Speech Writing, Blogging, Press Releases, Public Policy, Community Outreach, Journalism, Social Media
Education
Fuller Theological Seminary 2004 — 2008
M.Div., Theology
Dickinson Law 1987 — 1990
J.D., Law
American University 1983 — 1987
B.A., International Relations
Allegheny College 1982 — 1983
Episcopal Academy 1978 — 1982
B.A.
T.E. Junior High
Natalie Haskins Natalie Haskins's Merrill Lynch Experience 1995 - 1999
Job Director of Operations
Industry Mental Health Care
Experience
HRC Services April 2002 - Present
CRTD Faithworks Employment Preparation 2001 - 2002
Merrill Lynch 1995 - 1999
Skills
Leadership, Strategic Planning, Training, Healthcare, Team Building, Research, Nonprofits, Human Resources, Healthcare Management, Management, Project Management
Education
Alabama State University 1991 — 1996
Bachelor of Science, Finance and Financial Management Services
Alabama State University
Bachelor's degree of Science , Finance and Financial Management Services
HRC Services April 2002 - Present
CRTD Faithworks Employment Preparation 2001 - 2002
Merrill Lynch 1995 - 1999
Skills
Leadership, Strategic Planning, Training, Healthcare, Team Building, Research, Nonprofits, Human Resources, Healthcare Management, Management, Project Management
Education
Alabama State University 1991 — 1996
Bachelor of Science, Finance and Financial Management Services
Alabama State University
Bachelor's degree of Science , Finance and Financial Management Services
F Greg Hertrich F Greg Hertrich's Merrill Lynch Experience March 2005 - July 2008
Job Managing Director, Head of US Depository Strategies at Nomura
Industry Financial Services
Experience
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Nicholas Behney Nicholas Behney's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst
Industry Consumer Goods
Experience
L'Oréal USA - Kiehl's July 2015 - Present
L'Oreal USA April 2014 - July 2015
L'Oréal USA April 2013 - March 2014
SEI June 2012 - April 2013
Pi Kappa Phi Fraternity Zeta Chi Chapter December 2010 - December 2011
The Boston Consulting Group May 2011 - August 2011
Albright College Department of Student Activites January 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Accounting
Education
Albright College 2008 — 2012
BS, Finance and Marketing
L'Oréal USA - Kiehl's July 2015 - Present
L'Oreal USA April 2014 - July 2015
L'Oréal USA April 2013 - March 2014
SEI June 2012 - April 2013
Pi Kappa Phi Fraternity Zeta Chi Chapter December 2010 - December 2011
The Boston Consulting Group May 2011 - August 2011
Albright College Department of Student Activites January 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Accounting
Education
Albright College 2008 — 2012
BS, Finance and Marketing
Lisa S. Germain, CRPC's Merrill Lynch Experience September 1991 - Present
Job Vice President, Senior Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 1991 - Present
Skills
Portfolio Management, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Financial Analysis, High Net Worth..., Microsoft Office
Education
Alfred University 1985 — 1989
Bachelor's degree, Biochemisty
Merrill Lynch September 1991 - Present
Skills
Portfolio Management, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Financial Analysis, High Net Worth..., Microsoft Office
Education
Alfred University 1985 — 1989
Bachelor's degree, Biochemisty
Blazej Cichy Blazej Cichy's Merrill Lynch Experience January 2011 - September 2012
Job Investment Advisor, Broker of Record at Abart Estate
Industry Real Estate
Experience
ABART ESTATE January 2006 - Present
APARTMENTPUP ® June 2013 - Present
Merrill Lynch January 2011 - September 2012
Citi Habitats January 2004 - December 2005
Abart Enterprise June 1998 - December 2003
Skills
Commercial Real Estate, Investment Properties, Real Estate Economics, Real Estate Financing, Real Estate Marketing, Real Estate Transactions, Real Estate Due..., Financial Analysis, Asset Management, Acquisitions, Dispositions, Investment Management, Capital Markets, Strategic Consulting, Investment Advisory, Financial Advisory, Business Development, Relationship Management, Investment Brokerage, Series 7, Series 66, NMLS Licensed
Education
Krakow University of Economics 1993 — 1998
Master's Degree, Economics, International Management
AGH University of Science and Technology 1999 — 2000
Postgraduate Diploma, Computer Science, Internet Technologies
New York University 2004 — 2005
Professional Certification, Real Estate
CCIM Institute 2007 — 2009
Professional Certification, Commercial Investment Real Estate
CFA Institute 2010 — 2011
Continuing Education, Financial Analysis
Professional Licenses
ABART ESTATE January 2006 - Present
APARTMENTPUP ® June 2013 - Present
Merrill Lynch January 2011 - September 2012
Citi Habitats January 2004 - December 2005
Abart Enterprise June 1998 - December 2003
Skills
Commercial Real Estate, Investment Properties, Real Estate Economics, Real Estate Financing, Real Estate Marketing, Real Estate Transactions, Real Estate Due..., Financial Analysis, Asset Management, Acquisitions, Dispositions, Investment Management, Capital Markets, Strategic Consulting, Investment Advisory, Financial Advisory, Business Development, Relationship Management, Investment Brokerage, Series 7, Series 66, NMLS Licensed
Education
Krakow University of Economics 1993 — 1998
Master's Degree, Economics, International Management
AGH University of Science and Technology 1999 — 2000
Postgraduate Diploma, Computer Science, Internet Technologies
New York University 2004 — 2005
Professional Certification, Real Estate
CCIM Institute 2007 — 2009
Professional Certification, Commercial Investment Real Estate
CFA Institute 2010 — 2011
Continuing Education, Financial Analysis
Professional Licenses
Artur Lubera Artur Lubera's Merrill Lynch Experience May 2006 - June 2009
Job Senior Support Technician at IBM
Industry Financial Services
Patrick Donohue Patrick Donohue's Merrill Lynch Experience 1988 - October 2012
Job Senior Vice President Investments, UBS Financial Services
Industry Financial Services
Experience
UBS FINANCIAL SERVICES 2012 - Present
Merrill lynch 1988 - October 2012
Education
Alfred University
Criminal justice and Psychology, Pre-Law Studies
King's College
UBS FINANCIAL SERVICES 2012 - Present
Merrill lynch 1988 - October 2012
Education
Alfred University
Criminal justice and Psychology, Pre-Law Studies
King's College
Murratti Jeffrey Murratti Jeffrey's Merrill Lynch Experience August 2011 - August 2014
Job Logistics Team Manager at Allyn International
Industry Financial Services
Experience
Allyn International August 2014 - Present
Merrill Lynch August 2011 - August 2014
Bank of America August 2006 - August 2011
Transworld Entertainment May 2000 - May 2006
Tommy K's Video 1995 - 2000
Skills
Management, Customer Service, Leadership, Marketing, Inventory Management, Sales, Team Building, Strategic Planning, Budgets, Event Planning, Time Management, Retail, Merchandising
Education
Albertus Magnus College 1997 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Southern Connecticut State University
General Studies
Allyn International August 2014 - Present
Merrill Lynch August 2011 - August 2014
Bank of America August 2006 - August 2011
Transworld Entertainment May 2000 - May 2006
Tommy K's Video 1995 - 2000
Skills
Management, Customer Service, Leadership, Marketing, Inventory Management, Sales, Team Building, Strategic Planning, Budgets, Event Planning, Time Management, Retail, Merchandising
Education
Albertus Magnus College 1997 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Southern Connecticut State University
General Studies
Ramesham Pathuri Ramesham Pathuri's Merrill Lynch Experience 2003 - 2004
Job QA Lead Engineer at Yahoo!
Industry Information Technology and Services
Experience
Yahoo! December 2009 - Present
KCI Medical May 2009 - December 2009
Autodesk March 2004 - April 2009
Merrill Lynch 2003 - 2004
Boeing 2002 - 2003
Aerospan.com 2000 - 2002
Skills
Quality Center, Quality Assurance, LoadRunner, Integration, QTP, Scrum, Business Analysis, Bugzilla, Test Planning
Education
Symbiosis International University 2005 — 2007
MBA
Osmania University 1991 — 1993
B. Sc
Alagappa University
B.Ed
Yahoo! December 2009 - Present
KCI Medical May 2009 - December 2009
Autodesk March 2004 - April 2009
Merrill Lynch 2003 - 2004
Boeing 2002 - 2003
Aerospan.com 2000 - 2002
Skills
Quality Center, Quality Assurance, LoadRunner, Integration, QTP, Scrum, Business Analysis, Bugzilla, Test Planning
Education
Symbiosis International University 2005 — 2007
MBA
Osmania University 1991 — 1993
B. Sc
Alagappa University
B.Ed
Mike Ruffner Mike Ruffner's Merrill Lynch Experience May 1981 - February 2000
Job Former VPInvestments @ Prudential Bache
Industry Investment Management
Experience
Prudential Bache Commodities February 2000 - December 2010
Merrill Lynch May 1981 - February 2000
Mercy Mission Learning Center July 1979 - June 1981
Mercy Mission Learning Center October 1975 - June 1979
Skills
Options, Electronic Trading, Trading, Derivatives, Commodity, Hedge Funds, Financial Markets, Equities, Portfolio Management, FX Options, Bloomberg, Management, Alternative Investments, Trading Systems, Fixed Income, Strategic Planning, Risk Management, Training, Presentation Skills
Education
Adler University
Counseling/Psych
Elmhurst College
Bachelor of Arts, Education
George Williams College
Counseling/Psych
Lane Tech High School
Prudential Bache Commodities February 2000 - December 2010
Merrill Lynch May 1981 - February 2000
Mercy Mission Learning Center July 1979 - June 1981
Mercy Mission Learning Center October 1975 - June 1979
Skills
Options, Electronic Trading, Trading, Derivatives, Commodity, Hedge Funds, Financial Markets, Equities, Portfolio Management, FX Options, Bloomberg, Management, Alternative Investments, Trading Systems, Fixed Income, Strategic Planning, Risk Management, Training, Presentation Skills
Education
Adler University
Counseling/Psych
Elmhurst College
Bachelor of Arts, Education
George Williams College
Counseling/Psych
Lane Tech High School
Ron Pae Ron Pae's Merrill Lynch Experience June 1985 - June 1997
Job Operations Specialist at Ascensus
Industry Accounting
Experience
Ascensus June 1985 - Present
Merrill Lynch June 1985 - June 1997
Skills
Process Improvement, Marketing Communications, Mutual Funds, Business Analysis, Vendor Management, Securities, Microsoft Office, Microsoft Excel, Financial Services, Outlook, Customer Service, Financial Analysis, Insurance, Risk Management, Analysis
Education
Alderson-Broaddus College 1980 — 1984
Accounting, Business & Accounting
Burlington County College 1975 — 1977
none, Theater
Northern Burlington Jr Sr High School 1967 — 1975
College, College
Ascensus June 1985 - Present
Merrill Lynch June 1985 - June 1997
Skills
Process Improvement, Marketing Communications, Mutual Funds, Business Analysis, Vendor Management, Securities, Microsoft Office, Microsoft Excel, Financial Services, Outlook, Customer Service, Financial Analysis, Insurance, Risk Management, Analysis
Education
Alderson-Broaddus College 1980 — 1984
Accounting, Business & Accounting
Burlington County College 1975 — 1977
none, Theater
Northern Burlington Jr Sr High School 1967 — 1975
College, College
Stuart Pulkinen Stuart Pulkinen's Merrill Lynch Experience June 2011 - August 2011
Job Investor Relations Specialist at The Citco Group of Companies
Industry Financial Services
Experience
The Citco Group of Companies March 2014 - Present
VRG Capital October 2013 - January 2014
RBC March 2013 - October 2013
Merrill Lynch June 2011 - August 2011
Rosedale Golf Club May 2009 - August 2010
Skills
Financial Analysis, Event Management, Marketing, Sales, Financial Services, Wealth Management, Market Research, Private Equity, Financial Statements, Microsoft Excel, Retail Banking, PowerPoint
Education
Adelphi University 2008 — 2011
Bachelor of Science (BS), Business Finance
The Citco Group of Companies March 2014 - Present
VRG Capital October 2013 - January 2014
RBC March 2013 - October 2013
Merrill Lynch June 2011 - August 2011
Rosedale Golf Club May 2009 - August 2010
Skills
Financial Analysis, Event Management, Marketing, Sales, Financial Services, Wealth Management, Market Research, Private Equity, Financial Statements, Microsoft Excel, Retail Banking, PowerPoint
Education
Adelphi University 2008 — 2011
Bachelor of Science (BS), Business Finance
William Schlosser William Schlosser's Merrill Lynch Experience 1971 - 1974
Job CFO at Jackson Lewis LLP
Industry Law Practice
Experience
Jackson Lewis P.C. November 1986 - January 2015
Irving Trust Company 1975 - 1985
Merrill Lynch 1971 - 1974
US Army 1968 - 1971
Skills
Microsoft Office, Management, Strategic Planning, Customer Service, Negotiation, Leadership, Profit Maximization, Law Firm Administration, Financial Analysis
Education
New York University 1975 — 1977
Advanced Professional Certificate in Accounting, Accounting
Adelphi University 1974 — 1975
Master of Business Administration (M.B.A.), Finance, General, 3.9
Syracuse University 1964 — 1968
Bachelor's Degree, Bachelor of Arts
Jackson Lewis P.C. November 1986 - January 2015
Irving Trust Company 1975 - 1985
Merrill Lynch 1971 - 1974
US Army 1968 - 1971
Skills
Microsoft Office, Management, Strategic Planning, Customer Service, Negotiation, Leadership, Profit Maximization, Law Firm Administration, Financial Analysis
Education
New York University 1975 — 1977
Advanced Professional Certificate in Accounting, Accounting
Adelphi University 1974 — 1975
Master of Business Administration (M.B.A.), Finance, General, 3.9
Syracuse University 1964 — 1968
Bachelor's Degree, Bachelor of Arts
William Roach William Roach's Merrill Lynch Experience November 2010 - November 2012
Job Municipal Bond Trader
Industry Financial Services
Experience
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Erik Scaranuzzo, CIMA, CFP, CRPS's Merrill Lynch Experience 1999 - Present
Job Senior VicePresident, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Skills
Strategic Financial..., Certified Financial..., Series 7, Mutual Funds, Retirement, Series 63, Investments, 401k, Alternative Investments, Insurance, Financial Advisory, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Finance, ETFs, Uniform Combined State..., Series 65, Fixed Annuities, Securities, Wealth Management..., IRAs, Investment Strategies, Asset Management
Education
Southern Connecticut State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Albertus Magnus College
Master of Business Administration (M.B.A.)
Merrill Lynch 1999 - Present
Skills
Strategic Financial..., Certified Financial..., Series 7, Mutual Funds, Retirement, Series 63, Investments, 401k, Alternative Investments, Insurance, Financial Advisory, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Finance, ETFs, Uniform Combined State..., Series 65, Fixed Annuities, Securities, Wealth Management..., IRAs, Investment Strategies, Asset Management
Education
Southern Connecticut State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Albertus Magnus College
Master of Business Administration (M.B.A.)
Chris Brower's Merrill Lynch Experience 2001 - 2002
Job Global Managing Director Strategy & Corporate Development
Industry Venture Capital & Private Equity
Experience
CDB Solutions - Strategy & Operational Alignment Advisory Services August 2012 - Present
Oakland Energy & Water Ventures January 2014 - Present
Society of Automotive Analysts January 2010 - Present
Stage 2 Innovations September 2012 - January 2014
KPMG July 2010 - September 2012
Grant Thornton LLP December 2007 - July 2010
J.D. Power and Associates September 2004 - December 2007
Capital One Auto Finance (Onyx Acceptance Corp Division) October 2002 - July 2004
Merrill Lynch 2001 - 2002
FCA - North America 2000 - 2002
Skills
Cross-functional Team..., Strategic Planning, Start-ups, Automotive, Management Consulting, Due Diligence, Business Strategy, Business Development, Operations Management, CRM, Finance, Strategy, Executive Management, Risk Management, Management, Program Management, Marketing Strategy, Private Equity, Performance Improvement, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Albion College
Bachelor's Degree, Graduated with Honors - Economics & Management. Honors Thesis: Venture Capital Profiling
The London School of Economics and Political Science (LSE)
Economics - EPA Study Abroad Program
Divine Child Catholic High School
CDB Solutions - Strategy & Operational Alignment Advisory Services August 2012 - Present
Oakland Energy & Water Ventures January 2014 - Present
Society of Automotive Analysts January 2010 - Present
Stage 2 Innovations September 2012 - January 2014
KPMG July 2010 - September 2012
Grant Thornton LLP December 2007 - July 2010
J.D. Power and Associates September 2004 - December 2007
Capital One Auto Finance (Onyx Acceptance Corp Division) October 2002 - July 2004
Merrill Lynch 2001 - 2002
FCA - North America 2000 - 2002
Skills
Cross-functional Team..., Strategic Planning, Start-ups, Automotive, Management Consulting, Due Diligence, Business Strategy, Business Development, Operations Management, CRM, Finance, Strategy, Executive Management, Risk Management, Management, Program Management, Marketing Strategy, Private Equity, Performance Improvement, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Albion College
Bachelor's Degree, Graduated with Honors - Economics & Management. Honors Thesis: Venture Capital Profiling
The London School of Economics and Political Science (LSE)
Economics - EPA Study Abroad Program
Divine Child Catholic High School
Amy Ordona Amy Ordona's Merrill Lynch Experience 1997 - 1999
Job Physician Relations Manager at HealthQuest Physical Therapy and Medical Fitness ~ 10 locations Oakland & Macomb Counties
Industry Marketing and Advertising
Experience
HealthQuest Physical Therapy and Medical Fitness August 2012 - Present
eV3/Covidien March 2010 - August 2012
Sanofi-Aventis 2004 - 2008
Lear Corporation 2003 - 2004
Lear Corporation 2002 - 2003
AllAdvantage.com 2000 - 2001
Autowraps 1999 - 2001
Merrill Lynch 1997 - 1999
Sony Corporation of America 1991 - 1994
Skills
Media Planning, Cross-functional Team..., Product Marketing, Marketing Strategy, Interactive Marketing, Marketing Solutions, Account Management, Advertising, Business Development, Competitive Analysis, Corporate Communications, Leadership, Marketing, Mobile Marketing, New Business Development, Product Launch, Public Relations, Product Development, Start-ups, Strategy, Strategic Planning, Sales Presentations, Sales, Management
Education
Albion College
BA, Communications
Boston University Questrom School of Business
MBA, Marketing and Entrepreneurial Cluster
Lahser High School
University of Michigan
HealthQuest Physical Therapy and Medical Fitness August 2012 - Present
eV3/Covidien March 2010 - August 2012
Sanofi-Aventis 2004 - 2008
Lear Corporation 2003 - 2004
Lear Corporation 2002 - 2003
AllAdvantage.com 2000 - 2001
Autowraps 1999 - 2001
Merrill Lynch 1997 - 1999
Sony Corporation of America 1991 - 1994
Skills
Media Planning, Cross-functional Team..., Product Marketing, Marketing Strategy, Interactive Marketing, Marketing Solutions, Account Management, Advertising, Business Development, Competitive Analysis, Corporate Communications, Leadership, Marketing, Mobile Marketing, New Business Development, Product Launch, Public Relations, Product Development, Start-ups, Strategy, Strategic Planning, Sales Presentations, Sales, Management
Education
Albion College
BA, Communications
Boston University Questrom School of Business
MBA, Marketing and Entrepreneurial Cluster
Lahser High School
University of Michigan
Chad Pearson Chad Pearson's Merrill Lynch Experience June 1996 - January 2009
Job SVP, CFP at Pearson Patterson Smith Wealth Management Group of UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS Financial Services January 2009 - Present
Merrill Lynch June 1996 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
BSBA, Business Administration
Manchester Business School 1990 — 1991
European Economics
UBS Financial Services January 2009 - Present
UBS Financial Services January 2009 - Present
Merrill Lynch June 1996 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
BSBA, Business Administration
Manchester Business School 1990 — 1991
European Economics
Andrew Lulek Andrew Lulek's Merrill Lynch Experience May 2007 - August 2007
Job Asst. Manager at Jersey Mike's Subs
Industry Management Consulting
Experience
Jersey Mike's Subs July 2011 - Present
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Investments, Wealth Management, Financial Analysis, Financial Modeling, Economics, Corporate Finance, Valuation, Risk Management, Management Consulting, Due Diligence, Business Analysis, Microsoft Excel, Business Strategy, Portfolio Management, Private Equity, Asset Managment, Banking
Education
Albion College 2004 — 2008
BA, Economics/Management
Catholic Central High School Redford, MI 2000 — 2004
High School Diploma
Jersey Mike's Subs July 2011 - Present
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Investments, Wealth Management, Financial Analysis, Financial Modeling, Economics, Corporate Finance, Valuation, Risk Management, Management Consulting, Due Diligence, Business Analysis, Microsoft Excel, Business Strategy, Portfolio Management, Private Equity, Asset Managment, Banking
Education
Albion College 2004 — 2008
BA, Economics/Management
Catholic Central High School Redford, MI 2000 — 2004
High School Diploma
Mark Schirmer's Merrill Lynch Experience July 2010 - January 2012
Job Vice President at PNC
Industry Financial Services
Experience
PNC January 2012 - Present
Merrill Lynch July 2010 - January 2012
5/3 Bank June 2007 - July 2010
Bank of America May 2002 - May 2007
Bank of America January 1997 - May 2002
Education
Florida State University - College of Business 1995 — 1997
BS, Marketing
Tallahassee Community College 1993 — 1995
AA
Alfred State College - SUNY College of Technology 1990 — 1992
AA, Business Administration
Canaseraga NY
PNC January 2012 - Present
Merrill Lynch July 2010 - January 2012
5/3 Bank June 2007 - July 2010
Bank of America May 2002 - May 2007
Bank of America January 1997 - May 2002
Education
Florida State University - College of Business 1995 — 1997
BS, Marketing
Tallahassee Community College 1993 — 1995
AA
Alfred State College - SUNY College of Technology 1990 — 1992
AA, Business Administration
Canaseraga NY
Drew Noone Drew Noone's Merrill Lynch Experience 1984 - 1987
Job
Industry Financial Services
Experience
Visa September 2014 - Present
Visa April 2013 - September 2014
Charles Schwab May 2011 - April 2013
Wells Fargo April 2010 - May 2011
Advisor Software, Inc. November 2006 - April 2010
FIRE Solutions, Inc. September 2001 - July 2004
Property Capital, Inc. September 2000 - March 2001
Robertson Stephens 1996 - 2000
Charles Schwab & Co. January 1987 - October 1996
Merrill Lynch 1984 - 1987
Skills
C Level Management,..., Financial Product..., Financial Software..., Compliance and..., Distance/e-Learning, Program & Project..., Operations Management, Product Management, Strategy, Strategic Planning, CRM, Competitive Analysis, Program Management, Project Management, Business Process..., Risk Management, Requirements Analysis, Investments, Management, Acquisition Integration, Financial Services, Business Development, Cross-functional Team..., Integration, Business Process, Leadership, Business Strategy, Infrastructure, Start-ups, New Business Development, Analysis, Analytics, Mergers, Outsourcing
Education
Albright College 1974 — 1978
B.S.
St John Vianney High School 1970 — 1978
Visa September 2014 - Present
Visa April 2013 - September 2014
Charles Schwab May 2011 - April 2013
Wells Fargo April 2010 - May 2011
Advisor Software, Inc. November 2006 - April 2010
FIRE Solutions, Inc. September 2001 - July 2004
Property Capital, Inc. September 2000 - March 2001
Robertson Stephens 1996 - 2000
Charles Schwab & Co. January 1987 - October 1996
Merrill Lynch 1984 - 1987
Skills
C Level Management,..., Financial Product..., Financial Software..., Compliance and..., Distance/e-Learning, Program & Project..., Operations Management, Product Management, Strategy, Strategic Planning, CRM, Competitive Analysis, Program Management, Project Management, Business Process..., Risk Management, Requirements Analysis, Investments, Management, Acquisition Integration, Financial Services, Business Development, Cross-functional Team..., Integration, Business Process, Leadership, Business Strategy, Infrastructure, Start-ups, New Business Development, Analysis, Analytics, Mergers, Outsourcing
Education
Albright College 1974 — 1978
B.S.
St John Vianney High School 1970 — 1978
Paul R Kennedy JD LLM Paul R Kennedy JD LLM's Merrill Lynch Experience 1993 - 1994
Job Principal Consultant at Compass Group Consultancy
Industry Legal Services
Experience
Compass Group - Consultancy September 2014 - Present
The Law Booth 2013 - 2014
Compass Law Group 2003 - 2012
AYCO 1997 - 2000
Merrill Lynch 1993 - 1994
Dentsu Corporation of America 1987 - 1989
Education
University of Miami School of Law 2002 — 2003
LLM in Tax
Albany Law School of Union University
Juris Doctor
Cornell University
Bachelor of Science
Compass Group - Consultancy September 2014 - Present
The Law Booth 2013 - 2014
Compass Law Group 2003 - 2012
AYCO 1997 - 2000
Merrill Lynch 1993 - 1994
Dentsu Corporation of America 1987 - 1989
Education
University of Miami School of Law 2002 — 2003
LLM in Tax
Albany Law School of Union University
Juris Doctor
Cornell University
Bachelor of Science
Jonathan R. Baulsir, CIMA®'s Merrill Lynch Experience June 2002 - June 2004
Job Vice President Senior Advisor Consultant Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2008 - Present
Franklin Templeton Investments October 2004 - October 2008
Merrill Lynch June 2002 - June 2004
Skills
Series 7, Wholesaling, Separately Managed..., Mutual Funds, Series 63, Asset Allocation, Financial Markets, Investment Advisory, 401k, Public Speaking, Consultative Selling, Certified Investment..., Wealth Management, Retirement Planning, Alternative Investments, Series 6, Investments, Finance, Investment Strategies, Securities, Series 24, Equities, Variable Annuities
Education
Webster University 2005 — 2009
Masters, Business Administration
Alfred University 1998 — 2002
Bachelors, Business Administration / Economics
Franklin Templeton Investments November 2008 - Present
Franklin Templeton Investments October 2004 - October 2008
Merrill Lynch June 2002 - June 2004
Skills
Series 7, Wholesaling, Separately Managed..., Mutual Funds, Series 63, Asset Allocation, Financial Markets, Investment Advisory, 401k, Public Speaking, Consultative Selling, Certified Investment..., Wealth Management, Retirement Planning, Alternative Investments, Series 6, Investments, Finance, Investment Strategies, Securities, Series 24, Equities, Variable Annuities
Education
Webster University 2005 — 2009
Masters, Business Administration
Alfred University 1998 — 2002
Bachelors, Business Administration / Economics
Allison Connery Green, MBA's Merrill Lynch Experience March 2004 - April 2008
Job Sales Associate at Heritage House Sotheby's International Realty
Industry Real Estate
Experience
Heritage House Sotheby's International Realty September 2013 - Present
Merrill Lynch March 2004 - April 2008
Prudential Financial June 1999 - March 2004
Deutsche Bank December 1996 - June 1999
Lehman Brothers June 1996 - December 1996
CIBC World Markets April 1995 - June 1996
Paine Webber July 1988 - April 1995
Skills
Derivatives, Valuation, Start-ups, P&L, Fixed Income, Back Office, Front Office, Trading, Middle Office, Excel, Word, PowerPoint, Equities, Database Management, Process Improvement, Website Management, Structured Products, Microsoft Excel, Hedging
Education
Monmouth University 2004 — 2009
MBA, Hess Business School
Rutgers University-New Brunswick 2003 — 2004
Mini-MBA, Business Executive Certificate Program
Albright College 1984 — 1988
BS - Accounting, Finance, Investments
St. Marys/Raritan Bay Catholic Prep 1980 — 1984
High School, College Prep - Honors
Heritage House Sotheby's International Realty September 2013 - Present
Merrill Lynch March 2004 - April 2008
Prudential Financial June 1999 - March 2004
Deutsche Bank December 1996 - June 1999
Lehman Brothers June 1996 - December 1996
CIBC World Markets April 1995 - June 1996
Paine Webber July 1988 - April 1995
Skills
Derivatives, Valuation, Start-ups, P&L, Fixed Income, Back Office, Front Office, Trading, Middle Office, Excel, Word, PowerPoint, Equities, Database Management, Process Improvement, Website Management, Structured Products, Microsoft Excel, Hedging
Education
Monmouth University 2004 — 2009
MBA, Hess Business School
Rutgers University-New Brunswick 2003 — 2004
Mini-MBA, Business Executive Certificate Program
Albright College 1984 — 1988
BS - Accounting, Finance, Investments
St. Marys/Raritan Bay Catholic Prep 1980 — 1984
High School, College Prep - Honors
Tamer Rashad's Merrill Lynch Experience 2010 - 2012
Job Founder & CEO at Humtap | Investor | Advisor
Industry Internet
Experience
Humtap 2013 - Present
various start-up companies 2013 - Present
Plan International USA 2008 - Present
LGT Bank in Liechtenstein 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2006 - 2010
Bank of America (Countrywide Financial) 2004 - 2006
Nordwick Partners 2002 - 2004
Deloitte Consulting 2001 - 2002
Skills
Strategy, Start-ups, Mergers & Acquisitions, Investment Banking, Business Strategy, Wealth Management, Business Development, Emerging Markets, Executive Management, Investments, Corporate Finance, Strategic Planning, Financial Services, Banking, Leadership, Entrepreneurship, Private Banking, Venture Capital, Corporate Development, Risk Management, Software Development, Due Diligence, Financial Markets, Social Media, Market Entry, Visionary, Analytics, CEOs, Mentoring
Education
London Business School 1996 — 1998
University of Surrey 1992 — 1993
Masters
Alexandria University 1985 — 1990
Bachelor of Science (BSc)
Stanford University
Wharton Business School
Executive Program
INSEAD
Executive Program
NYU Stern School of Business
Executive Program
Singularity University 2015 — 2015
Executive Program
Humtap 2013 - Present
various start-up companies 2013 - Present
Plan International USA 2008 - Present
LGT Bank in Liechtenstein 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2006 - 2010
Bank of America (Countrywide Financial) 2004 - 2006
Nordwick Partners 2002 - 2004
Deloitte Consulting 2001 - 2002
Skills
Strategy, Start-ups, Mergers & Acquisitions, Investment Banking, Business Strategy, Wealth Management, Business Development, Emerging Markets, Executive Management, Investments, Corporate Finance, Strategic Planning, Financial Services, Banking, Leadership, Entrepreneurship, Private Banking, Venture Capital, Corporate Development, Risk Management, Software Development, Due Diligence, Financial Markets, Social Media, Market Entry, Visionary, Analytics, CEOs, Mentoring
Education
London Business School 1996 — 1998
University of Surrey 1992 — 1993
Masters
Alexandria University 1985 — 1990
Bachelor of Science (BSc)
Stanford University
Wharton Business School
Executive Program
INSEAD
Executive Program
NYU Stern School of Business
Executive Program
Singularity University 2015 — 2015
Executive Program
Robert Bresnahan, CFP®'s Merrill Lynch Experience May 2009 - Present
Job Vice President, Financial Advisor at Merrill Lynch Investment Managers
Industry Investment Management
Experience
Merrill Lynch May 2009 - Present
Citi Smith Barney February 2006 - May 2009
Skills
Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Series 63, Retirement, IRAs, Fixed Annuities, Mutual Funds, Asset Allocation, Series 7
Education
Adelphi University 1984 — 1986
Certificate in Financial Planning
Merrill Lynch May 2009 - Present
Citi Smith Barney February 2006 - May 2009
Skills
Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Series 63, Retirement, IRAs, Fixed Annuities, Mutual Funds, Asset Allocation, Series 7
Education
Adelphi University 1984 — 1986
Certificate in Financial Planning
Adrienne Zingrich's Merrill Lynch Experience June 2007 - August 2007
Job Associate at The Patten Group
Industry Investment Management
Experience
The Patten Group August 2014 - Present
Patten and Patten, Inc December 2008 - February 2011
Betsey Johnson September 2008 - November 2008
Paste Magazine January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Investments, Event Planning, Customer Service, Social Media, Community Outreach, Microsoft Excel, Sales, Management, Microsoft Office, PowerPoint, Research, Public Speaking, Marketing, Retail, Project Planning, Series 65
Education
Agnes Scott College 2004 — 2008
BA, Organizational Management & Art History, 3.89
University College London, U. of London 2007 — 2007
Bachelor of Arts, Study Abroad: Economics & Art History
International TEFL Teacher Training 2011 — 2011
TEFL Certification, A
University of Georgia - Terry College of Business 2015 — 2016
Certified Financial Planning Program, Financial Planning and Services
The Patten Group August 2014 - Present
Patten and Patten, Inc December 2008 - February 2011
Betsey Johnson September 2008 - November 2008
Paste Magazine January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Investments, Event Planning, Customer Service, Social Media, Community Outreach, Microsoft Excel, Sales, Management, Microsoft Office, PowerPoint, Research, Public Speaking, Marketing, Retail, Project Planning, Series 65
Education
Agnes Scott College 2004 — 2008
BA, Organizational Management & Art History, 3.89
University College London, U. of London 2007 — 2007
Bachelor of Arts, Study Abroad: Economics & Art History
International TEFL Teacher Training 2011 — 2011
TEFL Certification, A
University of Georgia - Terry College of Business 2015 — 2016
Certified Financial Planning Program, Financial Planning and Services
Michelle Cook Michelle Cook's Merrill Lynch Experience May 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley Smith Barney September 2010 - May 2015
U.S. Census Bureau April 2010 - August 2010
Morgan Stanley Smith Barney May 1993 - July 2009
Education
Alma College 1983 — 1987
BA, Business Administration
Merrill Lynch May 2015 - Present
Morgan Stanley Smith Barney September 2010 - May 2015
U.S. Census Bureau April 2010 - August 2010
Morgan Stanley Smith Barney May 1993 - July 2009
Education
Alma College 1983 — 1987
BA, Business Administration
Steve Scotto Steve Scotto's Merrill Lynch Experience January 1999 - September 2010
Job Operations & Production Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2010 - Present
Bank of America 2001 - Present
Merrill Lynch January 1999 - September 2010
Skills
Event Management, Video Editing, Video Production, Social Media, Television, Video, Digital Media, Social Media Marketing, Editing, Broadcast, Production Managment, Event Planning, Final Cut Pro, Entertainment, Budgets, Social Networking, New Media, Film, Lighting, Public Relations, Multimedia, Camera Operating, Film Production, Microsoft Office, Adobe Creative Suite, Creative Direction, Radio, Advertising, Photoshop, Music, Sound, Strategic Planning, Lighting Design, Digital Marketing, Broadcast Television, Live Events, Producing, Camera, Photography, Marketing Communications, Mac, Corporate Communications
Education
Adelphi University 1976 — 1980
BA, communications
Bank of America Merrill Lynch September 2010 - Present
Bank of America 2001 - Present
Merrill Lynch January 1999 - September 2010
Skills
Event Management, Video Editing, Video Production, Social Media, Television, Video, Digital Media, Social Media Marketing, Editing, Broadcast, Production Managment, Event Planning, Final Cut Pro, Entertainment, Budgets, Social Networking, New Media, Film, Lighting, Public Relations, Multimedia, Camera Operating, Film Production, Microsoft Office, Adobe Creative Suite, Creative Direction, Radio, Advertising, Photoshop, Music, Sound, Strategic Planning, Lighting Design, Digital Marketing, Broadcast Television, Live Events, Producing, Camera, Photography, Marketing Communications, Mac, Corporate Communications
Education
Adelphi University 1976 — 1980
BA, communications
Jane Abbott Jane Abbott's Merrill Lynch Experience May 1986 - September 1999
Job Vice President, Financial Planning at Barry Investment Advisors
Industry Financial Services
Experience
Barry Investment Advisors November 2007 - Present
A.G. Edwards September 1999 - November 2007
Merrill Lynch May 1986 - September 1999
Skills
Financial Planning, Accounting, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Series 63, Retirement Planning, Estate Planning, Securities, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Investments
Education
Albertus Magnus College 1967 — 1971
Bachelor of Arts (BA), Economics
Barry Investment Advisors November 2007 - Present
A.G. Edwards September 1999 - November 2007
Merrill Lynch May 1986 - September 1999
Skills
Financial Planning, Accounting, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Series 63, Retirement Planning, Estate Planning, Securities, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Investments
Education
Albertus Magnus College 1967 — 1971
Bachelor of Arts (BA), Economics
Julian Bis, FRM Julian Bis, FRM's Merrill Lynch Experience July 2005 - July 2009
Job Director; Global Banking and Markets Risk at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Bank of America July 2009 - November 2012
Merrill Lynch July 2005 - July 2009
Merrill Lynch March 2000 - July 2005
The Chase Manhattan Bank, N.A September 1994 - March 2000
Skills
Risk Management, Market Risk, Portfolio Management, Trading, Process Improvement, Banking, VAR, Fixed Income, Analysis, Trading Systems, Disaster Recovery, Capital Markets, Derivatives, Market Data, Equities, Investment Banking, Quantitative Analytics, Bloomberg, Financial Risk, Financial Markets, Interest Rate..., Equity Derivatives, Credit Risk, Business Analysis, Financial Modeling, Credit Derivatives, Swaps, Structured Products, Electronic Trading, Hedge Funds, Prime Brokerage, FX Options, Options, Bonds, Quantitative Finance, Operational Risk, Securities, Middle Office
Education
City University of New York-Brooklyn College 1992 — 1994
MS, Computer Science
AGH University of Science and Technology 1978 — 1983
MS, Material Science
Bank of America November 2012 - Present
Bank of America July 2009 - November 2012
Merrill Lynch July 2005 - July 2009
Merrill Lynch March 2000 - July 2005
The Chase Manhattan Bank, N.A September 1994 - March 2000
Skills
Risk Management, Market Risk, Portfolio Management, Trading, Process Improvement, Banking, VAR, Fixed Income, Analysis, Trading Systems, Disaster Recovery, Capital Markets, Derivatives, Market Data, Equities, Investment Banking, Quantitative Analytics, Bloomberg, Financial Risk, Financial Markets, Interest Rate..., Equity Derivatives, Credit Risk, Business Analysis, Financial Modeling, Credit Derivatives, Swaps, Structured Products, Electronic Trading, Hedge Funds, Prime Brokerage, FX Options, Options, Bonds, Quantitative Finance, Operational Risk, Securities, Middle Office
Education
City University of New York-Brooklyn College 1992 — 1994
MS, Computer Science
AGH University of Science and Technology 1978 — 1983
MS, Material Science
Gregg Marks Gregg Marks's Merrill Lynch Experience 1995 - 2002
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. August 2011 - Present
UBS 2006 - 2011
UBS Investment Bank 2004 - 2006
Morgan Stanley 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies
Education
Alfred University 1986 — 1990
Bachelor of Science (B.S.), Business Adminstration
Wells Fargo Advisors, LLC. August 2011 - Present
UBS 2006 - 2011
UBS Investment Bank 2004 - 2006
Morgan Stanley 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies
Education
Alfred University 1986 — 1990
Bachelor of Science (B.S.), Business Adminstration
Jordan Fowler, CFP® Jordan Fowler, CFP®'s Merrill Lynch Experience May 2011 - August 2011
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
PNC Wealth Management January 2014 - May 2015
PNC June 2013 - January 2014
Merrill Lynch May 2011 - August 2011
Education
Duquesne University 2014 — 2015
Executive Certificate in Financial Planning
Allegheny College 2008 — 2012
Bachelor of Arts, Managerial Economics
Ringgold High School 2004 — 2008
UBS Wealth Management May 2015 - Present
PNC Wealth Management January 2014 - May 2015
PNC June 2013 - January 2014
Merrill Lynch May 2011 - August 2011
Education
Duquesne University 2014 — 2015
Executive Certificate in Financial Planning
Allegheny College 2008 — 2012
Bachelor of Arts, Managerial Economics
Ringgold High School 2004 — 2008
Angela Moten Angela Moten's Merrill Lynch Experience 1998 - 2004
Job
Industry Information Technology and Services
Experience
Pragmatic Works June 2013 - December 2013
Telenetwork March 2011 - June 2013
Answered Prayer, Inc 2007 - 2013
Family Support Services of North Florida February 2007 - January 2009
Advanced Field Service April 2004 - January 2009
Merrill Lynch 1998 - 2004
Skills
Problem Solving, Troubleshooting, Network Administration, Customer Service, Access, Software Installation, Visio, System Administration, Hardware, Help Desk Support, Technical Support, Firewalls, Analysis, Blackberry Enterprise..., Databases, Management, Customer Satisfaction, Call Centers, Vendor Management, Servers, T-SQL, SQL Server, SSRS, Queries, Active Directory, Windows Server, Desktop Support, Windows, Microsoft Office, VoIP, Computer Hardware, VMware, Windows Server 2003, Routers, HTML, Cisco, Operating Systems, Administration, Customer Relations, Web Design, Disaster Recovery, VPN, TCP/IP, Inventory Management, Microsoft SQL Server, Leadership, Public Speaking, Training
Education
William Raines High School 1992 — 1996
Saint Thomas Christian College & Theological Seminary
Agnes Scott College
B.A. Economics
Jones College
B.S
Pragmatic Works June 2013 - December 2013
Telenetwork March 2011 - June 2013
Answered Prayer, Inc 2007 - 2013
Family Support Services of North Florida February 2007 - January 2009
Advanced Field Service April 2004 - January 2009
Merrill Lynch 1998 - 2004
Skills
Problem Solving, Troubleshooting, Network Administration, Customer Service, Access, Software Installation, Visio, System Administration, Hardware, Help Desk Support, Technical Support, Firewalls, Analysis, Blackberry Enterprise..., Databases, Management, Customer Satisfaction, Call Centers, Vendor Management, Servers, T-SQL, SQL Server, SSRS, Queries, Active Directory, Windows Server, Desktop Support, Windows, Microsoft Office, VoIP, Computer Hardware, VMware, Windows Server 2003, Routers, HTML, Cisco, Operating Systems, Administration, Customer Relations, Web Design, Disaster Recovery, VPN, TCP/IP, Inventory Management, Microsoft SQL Server, Leadership, Public Speaking, Training
Education
William Raines High School 1992 — 1996
Saint Thomas Christian College & Theological Seminary
Agnes Scott College
B.A. Economics
Jones College
B.S
Susan Manyeka, MBA Susan Manyeka, MBA's Merrill Lynch Experience June 2002 - September 2002
Job Asst. Program Director
Industry Nonprofit Organization Management
Experience
COMHAR October 2013 - Present
COMHAR July 2005 - October 2013
World Financial Group (WFG) February 2002 - July 2005
Merrill Lynch June 2002 - September 2002
Skills
Customer Service, Microsoft Office, Strategic Planning, Team Building, Fundraising, Training, Nonprofits, Program Development, Public Relations, Grant Writing, Volunteer Management, Community Outreach
Education
Arcadia University 2009 — 2011
MBA, International Business
Penn State University 1999 — 2002
Bsc. Business Administration, Marketing
Algonquin College of Applied Arts and Technology 1994 — 1996
Management, Business Administration, Management and Operations
Masvingo Polytechnical College 1990 — 1992
National Diploma, Marketing
COMHAR October 2013 - Present
COMHAR July 2005 - October 2013
World Financial Group (WFG) February 2002 - July 2005
Merrill Lynch June 2002 - September 2002
Skills
Customer Service, Microsoft Office, Strategic Planning, Team Building, Fundraising, Training, Nonprofits, Program Development, Public Relations, Grant Writing, Volunteer Management, Community Outreach
Education
Arcadia University 2009 — 2011
MBA, International Business
Penn State University 1999 — 2002
Bsc. Business Administration, Marketing
Algonquin College of Applied Arts and Technology 1994 — 1996
Management, Business Administration, Management and Operations
Masvingo Polytechnical College 1990 — 1992
National Diploma, Marketing
Josh Meyers's Merrill Lynch Experience August 2015 - Present
Job National Account Manager at PCM
Industry Information Technology and Services
Experience
Merrill Lynch August 2015 - Present
PCM Sarcom October 2007 - Present
Gem City Podcast July 2013 - Present
LA Fitness May 2011 - Present
Prosource September 2006 - October 2007
Imagistics International March 2004 - August 2006
Skills
Solution Selling, Direct Sales, Account Management, Healthcare, Managed Services, Enterprise Software, Professional Services, CRM, Sales Management, Unified Communications, Channel Partners, SaaS, HP, Sales, Sales Operations, Management, Leadership, Security, Outsourcing, Selling, Sales Process, Cold Calling, E-commerce, Cloud Computing, B2B, Strategic Partnerships, Lead Generation, Business Development, Consulting, Networking, Data Center
Education
Adrian College 1999 — 2003
Business Admin., Marketing
Kettering Fairmont HS 1995 — 1999
Merrill Lynch August 2015 - Present
PCM Sarcom October 2007 - Present
Gem City Podcast July 2013 - Present
LA Fitness May 2011 - Present
Prosource September 2006 - October 2007
Imagistics International March 2004 - August 2006
Skills
Solution Selling, Direct Sales, Account Management, Healthcare, Managed Services, Enterprise Software, Professional Services, CRM, Sales Management, Unified Communications, Channel Partners, SaaS, HP, Sales, Sales Operations, Management, Leadership, Security, Outsourcing, Selling, Sales Process, Cold Calling, E-commerce, Cloud Computing, B2B, Strategic Partnerships, Lead Generation, Business Development, Consulting, Networking, Data Center
Education
Adrian College 1999 — 2003
Business Admin., Marketing
Kettering Fairmont HS 1995 — 1999
Tom McCaffrey Tom McCaffrey's Merrill Lynch Experience January 1986 - January 1989
Job Doctorate in Clinical Psychology
Industry Health, Wellness and Fitness
Experience
Adler School of Professional Psychology January 2014 - November 2014
Hazelden Foundation 2006 - 2012
Merrill Lynch January 1986 - January 1989
McKinsey & Company September 1971 - December 1985
Skills
Family Therapy, Mental Health, Research, Clinical Psychology, Behavioral Health, Psychology, Nonprofits, Treatment, Psychotherapy, Program Development, Career Counseling, Program Evaluation, Stress Management, Counseling Psychology, Clinical Research
Education
Duke University 2013 — 2014
The University of Texas at Austin 2013 — 2014
Clinical Psychology
Adler School of Professional Psychology 2008 — 2014
PsyD - Clinical Psychology
Harvard Business School 1966 — 1968
MBA
Yale University 1962 — 1966
Bachelor of Arts (B.A.), Economics
Southwest High School 1958 — 1962
Adler School of Professional Psychology January 2014 - November 2014
Hazelden Foundation 2006 - 2012
Merrill Lynch January 1986 - January 1989
McKinsey & Company September 1971 - December 1985
Skills
Family Therapy, Mental Health, Research, Clinical Psychology, Behavioral Health, Psychology, Nonprofits, Treatment, Psychotherapy, Program Development, Career Counseling, Program Evaluation, Stress Management, Counseling Psychology, Clinical Research
Education
Duke University 2013 — 2014
The University of Texas at Austin 2013 — 2014
Clinical Psychology
Adler School of Professional Psychology 2008 — 2014
PsyD - Clinical Psychology
Harvard Business School 1966 — 1968
MBA
Yale University 1962 — 1966
Bachelor of Arts (B.A.), Economics
Southwest High School 1958 — 1962
Shan Tang Shan Tang's Merrill Lynch Experience June 2011 - September 2011
Job Financial Analyst
Industry Hospital & Health Care
Experience
Gramercy Surgery Center June 2012 - Present
Y. J CPA February 2012 - April 2012
Merrill Lynch June 2011 - September 2011
CHINA UNITED PROPERTY INSURANCE CO January 2009 - May 2009
Skills
Bloomberg, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Insurance, Data Analysis, Teamwork, Tax, Financial Analysis, Accounting, Outlook, Financial Modeling, Portfolio Management, Risk Management, Budgets, Finance, Banking, Access, Customer Service, Research
Education
Adelphi University 2009 — 2011
M.B.A, Finance, 3.69
SHENYANG AEROSPACE UNIVERSITY 2005 — 2009
Bachelor, Engineering; Insurance Engineering and Finance, 3.85
Gramercy Surgery Center June 2012 - Present
Y. J CPA February 2012 - April 2012
Merrill Lynch June 2011 - September 2011
CHINA UNITED PROPERTY INSURANCE CO January 2009 - May 2009
Skills
Bloomberg, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Insurance, Data Analysis, Teamwork, Tax, Financial Analysis, Accounting, Outlook, Financial Modeling, Portfolio Management, Risk Management, Budgets, Finance, Banking, Access, Customer Service, Research
Education
Adelphi University 2009 — 2011
M.B.A, Finance, 3.69
SHENYANG AEROSPACE UNIVERSITY 2005 — 2009
Bachelor, Engineering; Insurance Engineering and Finance, 3.85
Rosemary Bocchino Rosemary Bocchino's Merrill Lynch Experience Regional Portfolio Services Specialist, Soundview DistrictMerrill Lynch2001 - 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Regional Portfolio Services Specialist, Soundview DistrictMerrill Lynch2001 - 2004
Merrill Lynch 1997 - 2001
Merrill Lynch 1992 - 1996
Merrill Lynch 1985 - 1992
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Retirement, Retirement Planning, Series 7, Series 66, Asset Allocation, Risk Management, 401k, Uniform Combined State..., Portfolio Management, Wealth Management, Investment Advisory, Financial Services, Insurance, Mutual Funds, Series 63, Finance
Education
Adelphi University
Masters, Mathematics
North Shore High School
Saint John's University
Bachelors of Art, Mathematics, Education
Merrill Lynch Regional Portfolio Services Specialist, Soundview DistrictMerrill Lynch2001 - 2004
Merrill Lynch 1997 - 2001
Merrill Lynch 1992 - 1996
Merrill Lynch 1985 - 1992
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Retirement, Retirement Planning, Series 7, Series 66, Asset Allocation, Risk Management, 401k, Uniform Combined State..., Portfolio Management, Wealth Management, Investment Advisory, Financial Services, Insurance, Mutual Funds, Series 63, Finance
Education
Adelphi University
Masters, Mathematics
North Shore High School
Saint John's University
Bachelors of Art, Mathematics, Education
Donna Pellegrino Donna Pellegrino's Merrill Lynch Experience October 1986 - September 1999
Job Realtor at Calcagni Associates
Industry Real Estate
Experience
Calcagni Associates February 2010 - Present
Merrill Lynch October 1986 - September 1999
Skills
First Time Home Buyers, Buyer Representation, Sellers Agent, Sellers, Investors, Real Estate, Investment Properties, New Home Sales, ABR, Mortgage Banking, Short Sales, FHA, REO, Single Family Homes, Selling, Mortgage Lending, Refinance, Condos, Residential Homes, Listings, Move Up Buyers, Relocation, Property, Property Management, Referrals, Real Estate Transactions, Foreclosures, Income Properties, Council of Residential..., Buyers, New Homes, Relocation Buyers, Real Property
Education
Albertus Magnus College 1994 — 1997
BS, Business Management
Calcagni Associates February 2010 - Present
Merrill Lynch October 1986 - September 1999
Skills
First Time Home Buyers, Buyer Representation, Sellers Agent, Sellers, Investors, Real Estate, Investment Properties, New Home Sales, ABR, Mortgage Banking, Short Sales, FHA, REO, Single Family Homes, Selling, Mortgage Lending, Refinance, Condos, Residential Homes, Listings, Move Up Buyers, Relocation, Property, Property Management, Referrals, Real Estate Transactions, Foreclosures, Income Properties, Council of Residential..., Buyers, New Homes, Relocation Buyers, Real Property
Education
Albertus Magnus College 1994 — 1997
BS, Business Management
Eric Eveland Eric Eveland's Merrill Lynch Experience 2010 - 2010
Job Broker Manager at KAFL Insurance Resources, Inc.
Industry Financial Services
Experience
KAFL Insurance Resources, Inc. September 2012 - Present
New York Life Insurance Company March 2011 - September 2012
Bonefish Grill 2010 - 2011
Paychex 2010 - 2010
Merrill Lynch 2010 - 2010
Skills
Disability Insurance, Retirement Planning, Long-term Care, Retirement, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Employee Benefits, Investments, Health Insurance, Financial Planning
Education
Alfred State College - SUNY College of Technology 2006 — 2010
B.A., Financial Planning
Francis Marion University
Hornell High School
KAFL Insurance Resources, Inc. September 2012 - Present
New York Life Insurance Company March 2011 - September 2012
Bonefish Grill 2010 - 2011
Paychex 2010 - 2010
Merrill Lynch 2010 - 2010
Skills
Disability Insurance, Retirement Planning, Long-term Care, Retirement, Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Employee Benefits, Investments, Health Insurance, Financial Planning
Education
Alfred State College - SUNY College of Technology 2006 — 2010
B.A., Financial Planning
Francis Marion University
Hornell High School
Elizabeth Byrnes Elizabeth Byrnes's Merrill Lynch Experience 1996 - 2007
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2007 - Present
Merrill Lynch 1996 - 2007
Bankers Trust 1991 - 1996
Education
Allegheny College
BA
Illinois Institute of Technology
PHD
Goldman Sachs March 2007 - Present
Merrill Lynch 1996 - 2007
Bankers Trust 1991 - 1996
Education
Allegheny College
BA
Illinois Institute of Technology
PHD
Miles D. Perry's Merrill Lynch Experience January 2010 - May 2010
Job Freelancer
Industry Financial Services
Experience
WNY Asset Management, LLC December 2010 - October 2012
AXA Advisors July 2010 - October 2010
Merrill Lynch January 2010 - May 2010
Holiday Valley Tubing Co December 2007 - January 2010
T & D Resorts, Inc April 2006 - October 2009
Perry-Dice-Farm January 1998 - June 2009
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelors of Business Administration, Financial Planning
Franklinville Central School 1999 — 2006
Advanced Regents Diploma, Business / History Major
Bryant & Stratton College - Buffalo
WNY Asset Management, LLC December 2010 - October 2012
AXA Advisors July 2010 - October 2010
Merrill Lynch January 2010 - May 2010
Holiday Valley Tubing Co December 2007 - January 2010
T & D Resorts, Inc April 2006 - October 2009
Perry-Dice-Farm January 1998 - June 2009
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelors of Business Administration, Financial Planning
Franklinville Central School 1999 — 2006
Advanced Regents Diploma, Business / History Major
Bryant & Stratton College - Buffalo
Gregory Haeseler Gregory Haeseler's Merrill Lynch Experience September 1993 - May 2008
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Merrill Lynch September 1993 - May 2008
Skills
Retirement Planning, Strategy, Finance, Strategic Planning, Public Speaking, Marketing, Customer Service, 401k Rollovers, Investments, Nonprofits, Retirement, Small Business, Team Building, New Business Development, Leadership, Financial Analysis, Fundraising, Insurance, IRAs, Life Insurance, Budgets, Financial Advisory, Fixed Annuities, Securities, Long-term Care, Marketing Strategy, Non-profits, Public Relations, Long Term Care Insurance, Event Management, Negotiation, Event Planning, Disability Insurance, Sales Management, Entrepreneurship
Education
California State University-Dominguez Hills 1980 — 1985
B.S. Cum Laude, Finance - Business Administration
Alfred State College - SUNY College of Technology 1976 — 1978
A.A.S., Business Administration
Wells Fargo Advisors May 2008 - Present
Merrill Lynch September 1993 - May 2008
Skills
Retirement Planning, Strategy, Finance, Strategic Planning, Public Speaking, Marketing, Customer Service, 401k Rollovers, Investments, Nonprofits, Retirement, Small Business, Team Building, New Business Development, Leadership, Financial Analysis, Fundraising, Insurance, IRAs, Life Insurance, Budgets, Financial Advisory, Fixed Annuities, Securities, Long-term Care, Marketing Strategy, Non-profits, Public Relations, Long Term Care Insurance, Event Management, Negotiation, Event Planning, Disability Insurance, Sales Management, Entrepreneurship
Education
California State University-Dominguez Hills 1980 — 1985
B.S. Cum Laude, Finance - Business Administration
Alfred State College - SUNY College of Technology 1976 — 1978
A.A.S., Business Administration
Gary Hogenson Gary Hogenson's Merrill Lynch Experience July 2011 - January 2013
Job Retired, active in volunteer services
Industry Financial Services
Experience
Retired, active in volunteer services December 2014 - Present
Merrill Lynch July 2011 - January 2013
Baha'i World Centre March 1992 - May 2010
Signet Bank 1986 - 1992
A P Green Refractories 1978 - 1983
Eaton Corp 1972 - 1976
Education
Thunderbird School of Global Management 1971 — 1972
California State University-East Bay 1966 — 1968
BA Economics, Economics/Latin American Studies
Albion College 1960 — 1964
none, pre-med
Retired, active in volunteer services December 2014 - Present
Merrill Lynch July 2011 - January 2013
Baha'i World Centre March 1992 - May 2010
Signet Bank 1986 - 1992
A P Green Refractories 1978 - 1983
Eaton Corp 1972 - 1976
Education
Thunderbird School of Global Management 1971 — 1972
California State University-East Bay 1966 — 1968
BA Economics, Economics/Latin American Studies
Albion College 1960 — 1964
none, pre-med
Peter Hass, CFP® Peter Hass, CFP®'s Merrill Lynch Experience March 1991 - August 1993
Job Managing Director Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial November 2008 - Present
Smith Barney / Citgroup Global Markets Inc. August 1993 - November 2008
Merrill Lynch March 1991 - August 1993
Skills
Investment Advisory, Wealth Management, Asset Managment, Financial Advisory, Series 7, Retirement, Securities
Education
Albion College 1975 — 1979
BA, Business Management and Economics
Redford High School
Sheridan Road Financial November 2008 - Present
Smith Barney / Citgroup Global Markets Inc. August 1993 - November 2008
Merrill Lynch March 1991 - August 1993
Skills
Investment Advisory, Wealth Management, Asset Managment, Financial Advisory, Series 7, Retirement, Securities
Education
Albion College 1975 — 1979
BA, Business Management and Economics
Redford High School
Djuana Beamon Djuana Beamon's Merrill Lynch Experience 1995 - 1998
Job Director, Enterprise Diversity & Inclusion at Travelers
Industry Insurance
Experience
Travelers August 2013 - Present
Connecticut SHRM State Council January 2013 - December 2014
Boehringer Ingelheim January 2011 - August 2013
Prudential Retirement , A Prudential Financial Business December 2006 - December 2010
Prudential Retirement , A Prudential Financial Business October 2003 - December 2006
CIGNA Retirement & Investment Services January 2000 - October 2003
Aetna Financial Services, Inc January 1998 - January 2000
Merrill Lynch 1995 - 1998
Community Health Care Plan 1987 - 1995
Skills
Talent Management, Leadership Development, Customer Relations, Pensions, Talent Acquisition, Diversity Strategy, Diversity, Cultural Diversity, Culture Change, Cultural Transformation, Diversity Training, Relationship Cultivation, Relationship Development, Business Relationship..., Inter-personal, Customer Service, Career Development, Recruiting, Leadership, Training, Coaching, Diversity & Inclusion, Management, Workshop Facilitation, Succession Planning, Vendor Relationships, Human Resources, Process Improvement, Vendor Management, Workforce Planning, Policy, Conflict Resolution, Staff Development, Onboarding, Organizational..., Employee Relations, Organizational..., CRM, Performance Management, Strategic Planning, College Recruiting, Employee Benefits, Employee Engagement, Organizational Design, Applicant Tracking..., Employee Training, Executive Coaching, Interviews, HRIS
Education
Cornell University 2012 — 2012
Certificate in Diversity Management
Albertus Magnus College
BS, Business Management with Honors
University of New Haven
MBA, Business Administration
University of New Haven
Graduate Certificate, HR Management
Travelers August 2013 - Present
Connecticut SHRM State Council January 2013 - December 2014
Boehringer Ingelheim January 2011 - August 2013
Prudential Retirement , A Prudential Financial Business December 2006 - December 2010
Prudential Retirement , A Prudential Financial Business October 2003 - December 2006
CIGNA Retirement & Investment Services January 2000 - October 2003
Aetna Financial Services, Inc January 1998 - January 2000
Merrill Lynch 1995 - 1998
Community Health Care Plan 1987 - 1995
Skills
Talent Management, Leadership Development, Customer Relations, Pensions, Talent Acquisition, Diversity Strategy, Diversity, Cultural Diversity, Culture Change, Cultural Transformation, Diversity Training, Relationship Cultivation, Relationship Development, Business Relationship..., Inter-personal, Customer Service, Career Development, Recruiting, Leadership, Training, Coaching, Diversity & Inclusion, Management, Workshop Facilitation, Succession Planning, Vendor Relationships, Human Resources, Process Improvement, Vendor Management, Workforce Planning, Policy, Conflict Resolution, Staff Development, Onboarding, Organizational..., Employee Relations, Organizational..., CRM, Performance Management, Strategic Planning, College Recruiting, Employee Benefits, Employee Engagement, Organizational Design, Applicant Tracking..., Employee Training, Executive Coaching, Interviews, HRIS
Education
Cornell University 2012 — 2012
Certificate in Diversity Management
Albertus Magnus College
BS, Business Management with Honors
University of New Haven
MBA, Business Administration
University of New Haven
Graduate Certificate, HR Management
Robert Secord Robert Secord's Merrill Lynch Experience January 2015 - April 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Merrill Lynch January 2015 - April 2015
Secord Landscaping Services June 2011 - August 2014
Skills
Social Media, Teamwork, Social Networking, Time Management, Finance, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Event Planning, Facebook, Microsoft Word
Education
Albion College 2012 — 2016
Bachelor's Degree, Finance, Business and Organizations
Notre Dame Prepratory 2008 — 2012
High School
Northwestern Mutual May 2015 - Present
Merrill Lynch January 2015 - April 2015
Secord Landscaping Services June 2011 - August 2014
Skills
Social Media, Teamwork, Social Networking, Time Management, Finance, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Event Planning, Facebook, Microsoft Word
Education
Albion College 2012 — 2016
Bachelor's Degree, Finance, Business and Organizations
Notre Dame Prepratory 2008 — 2012
High School
Ross Lewis Ross Lewis's Merrill Lynch Experience May 2004 - September 2005
Job Director of ITNS at The Gordian Group
Industry Internet
Experience
The Gordian Group June 2015 - Present
Fanatics, Inc September 2005 - June 2015
Merrill Lynch May 2004 - September 2005
Blair llc October 1999 - May 2004
Merrill Lynch 1996 - 1999
Harris RF Communications 1987 - 1996
USAR April 1986 - April 1992
Skills
IT Strategy, Data Center, Databases, Management, E-commerce, Vendor Management, Microsoft SQL Server, Enterprise Architecture, Networking, Active Directory, SDLC, Infrastructure, Visio, IT Management, Project Management, ITIL, Integration, Leadership, SQL, Disaster Recovery, Network Security, Windows Server, IIS, SharePoint, Troubleshooting, Business Analysis, Software Development, Requirements Analysis, Team Building, VMware, Microsoft Exchange, IT Service Management, Business Intelligence, IT Operations, System Administration, System Deployment, Information Technology, Security, Servers, Process Improvement, PCI DSS, Cloud Computing, Microsoft Dynamics, IT Infrastructure..., IT Infrastructure Design, Managing IT..., Virtualization, Information Security, Team Leadership
Education
University of Florida 2015 — 2017
Bachelor's degree
Southern New Hampshire University 2014 — 2015
Monroe Community College 1990 — 1993
AS
Alfred State College - SUNY College of Technology 1985 — 1987
AAS
The Gordian Group June 2015 - Present
Fanatics, Inc September 2005 - June 2015
Merrill Lynch May 2004 - September 2005
Blair llc October 1999 - May 2004
Merrill Lynch 1996 - 1999
Harris RF Communications 1987 - 1996
USAR April 1986 - April 1992
Skills
IT Strategy, Data Center, Databases, Management, E-commerce, Vendor Management, Microsoft SQL Server, Enterprise Architecture, Networking, Active Directory, SDLC, Infrastructure, Visio, IT Management, Project Management, ITIL, Integration, Leadership, SQL, Disaster Recovery, Network Security, Windows Server, IIS, SharePoint, Troubleshooting, Business Analysis, Software Development, Requirements Analysis, Team Building, VMware, Microsoft Exchange, IT Service Management, Business Intelligence, IT Operations, System Administration, System Deployment, Information Technology, Security, Servers, Process Improvement, PCI DSS, Cloud Computing, Microsoft Dynamics, IT Infrastructure..., IT Infrastructure Design, Managing IT..., Virtualization, Information Security, Team Leadership
Education
University of Florida 2015 — 2017
Bachelor's degree
Southern New Hampshire University 2014 — 2015
Monroe Community College 1990 — 1993
AS
Alfred State College - SUNY College of Technology 1985 — 1987
AAS
Alexandra Tobias's Merrill Lynch Experience May 2014 - September 2014
Job Associate at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
Hawthorn, PNC Family Wealth June 2015 - Present
PNC Investments (Unofficial) September 2014 - June 2015
Merrill Lynch May 2014 - September 2014
BNY Mellon Wealth Management May 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Allegheny College 2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics
Upper St. Clair High School
Hawthorn, PNC Family Wealth June 2015 - Present
PNC Investments (Unofficial) September 2014 - June 2015
Merrill Lynch May 2014 - September 2014
BNY Mellon Wealth Management May 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Allegheny College 2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics
Upper St. Clair High School
Casey Ayers's Merrill Lynch Experience June 2015 - August 2015
Job Student at Albright College
Industry Financial Services
Experience
Carpenter Technology Corporation August 2015 - Present
Merrill Lynch June 2015 - August 2015
Skills
Microsoft Suites, Financial Planning
Education
Albright College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Biglerville High School
Carpenter Technology Corporation August 2015 - Present
Merrill Lynch June 2015 - August 2015
Skills
Microsoft Suites, Financial Planning
Education
Albright College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Biglerville High School
Tom Pacilio Tom Pacilio's Merrill Lynch Experience January 1995 - November 2006
Job Senior Director McGladrey Wealth Management
Industry Financial Services
Experience
McGladrey Wealth Management December 2014 - Present
Pacilio Wealth Management December 2011 - December 2014
Morgan Stanley Private Wealth Management November 2006 - November 2011
Merrill Lynch January 1995 - November 2006
Skills
Strategic Planning, Investments, Wealth Management, Financial Analysis, Management, Equities, Asset Management, Strategic Financial..., New Business Development, Public Speaking, Portfolio Management, Alternative Investments, Private Banking, Risk Management, multi generational..., Trading, Wealth, Asset Allocation, Securities, Series 63, Financial Planning
Education
Adelphi University
Bachelors, Business Administration and Management
McGladrey Wealth Management December 2014 - Present
Pacilio Wealth Management December 2011 - December 2014
Morgan Stanley Private Wealth Management November 2006 - November 2011
Merrill Lynch January 1995 - November 2006
Skills
Strategic Planning, Investments, Wealth Management, Financial Analysis, Management, Equities, Asset Management, Strategic Financial..., New Business Development, Public Speaking, Portfolio Management, Alternative Investments, Private Banking, Risk Management, multi generational..., Trading, Wealth, Asset Allocation, Securities, Series 63, Financial Planning
Education
Adelphi University
Bachelors, Business Administration and Management
Matthew Naugler's Merrill Lynch Experience February 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
ACell, Inc. January 2013 - January 2014
Aflac June 2013 - July 2013
Skills
Insurance, Customer Service, Sales, Team Building, Microsoft Excel, Training, Microsoft Office, PowerPoint, Microsoft Word, Direct Sales, Public Speaking, Cold Calling, Process Improvement
Education
Towson University 2012 — 2015
BS in Business Administration, Finance
Allegany College of Maryland 2010 — 2012
Merrill Lynch February 2014 - Present
ACell, Inc. January 2013 - January 2014
Aflac June 2013 - July 2013
Skills
Insurance, Customer Service, Sales, Team Building, Microsoft Excel, Training, Microsoft Office, PowerPoint, Microsoft Word, Direct Sales, Public Speaking, Cold Calling, Process Improvement
Education
Towson University 2012 — 2015
BS in Business Administration, Finance
Allegany College of Maryland 2010 — 2012
Aaryn Marquardt Aaryn Marquardt's Merrill Lynch Experience November 2009 - February 2011
Job Occupational Therapy Student and Graduate Assistant at Adventist University of Health Sciences
Industry Hospital & Health Care
Experience
Adventist University of Health Sciences September 2014 - Present
Pinnacle Healthcare, Inc. June 2013 - September 2014
PPR Healthcare Staffing February 2011 - September 2014
Merrill Lynch November 2009 - February 2011
Skills
Home Care, Talent Acquisition, Applicant Tracking..., Onboarding, Human Resources, Temporary Placement, Sourcing, Employee Benefits, Cold Calling, Technical Recruiting, Benefits Administration, Executive Search, Healthcare Information..., Training, Leadership, Marketing, Management, Employee Training, Team Leadership, Microsoft Word, Outlook, Managed Care, New Business Development, Permanent Placement, BLS, Health Care Recruiting
Education
Adventist University of Health Sciences 2013 — 2015
Master's Degree, Occupational Therapy/Therapist
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelors, Business Management
Cedarville University 2002 — 2004
Adventist University of Health Sciences September 2014 - Present
Pinnacle Healthcare, Inc. June 2013 - September 2014
PPR Healthcare Staffing February 2011 - September 2014
Merrill Lynch November 2009 - February 2011
Skills
Home Care, Talent Acquisition, Applicant Tracking..., Onboarding, Human Resources, Temporary Placement, Sourcing, Employee Benefits, Cold Calling, Technical Recruiting, Benefits Administration, Executive Search, Healthcare Information..., Training, Leadership, Marketing, Management, Employee Training, Team Leadership, Microsoft Word, Outlook, Managed Care, New Business Development, Permanent Placement, BLS, Health Care Recruiting
Education
Adventist University of Health Sciences 2013 — 2015
Master's Degree, Occupational Therapy/Therapist
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelors, Business Management
Cedarville University 2002 — 2004
Jason Smoot's Merrill Lynch Experience 1994 - 1995
Job Officer, Associate Institutional Client Advisor at PNC Institutional Investment Group
Industry Financial Services
Experience
PNC Institutional Investment Group 2014 - Present
PNC Investments 2011 - 2014
keybank, fifth third bank 2006 - 2009
National City Bank 2000 - 2006
Prudential Financial 1997 - 2000
Zweig-Dimenna Associates 1995 - 1996
Merrill Lynch 1994 - 1995
Charlton Goin, Capital Management 1992 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Albright College 1988 — 1992
Bachelor of Science (BS), Politics & History
PNC Institutional Investment Group 2014 - Present
PNC Investments 2011 - 2014
keybank, fifth third bank 2006 - 2009
National City Bank 2000 - 2006
Prudential Financial 1997 - 2000
Zweig-Dimenna Associates 1995 - 1996
Merrill Lynch 1994 - 1995
Charlton Goin, Capital Management 1992 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Albright College 1988 — 1992
Bachelor of Science (BS), Politics & History
Galina Alexeenko's Merrill Lynch Experience May 2001 - April 2004
Job Director, Regional Economic Information Network, at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta July 2015 - Present
Federal Reserve Bank of Atlanta, Nashville Branch September 2011 - June 2015
Federal Reserve Bank of Atlanta September 2010 - September 2011
Federal Reserve Bank of Atlanta March 2009 - September 2010
Federal Reserve Bank of Atlanta April 2004 - March 2009
Merrill Lynch May 2001 - April 2004
Skills
Macroeconomics, Economics, Public Policy, Analysis, Monetary Policy, Economic Policy
Education
Agnes Scott College 1997 — 2001
B.A., Business/Economics
Donetsk National University
M.S., Finance and Financial Management Services
Federal Reserve Bank of Atlanta July 2015 - Present
Federal Reserve Bank of Atlanta, Nashville Branch September 2011 - June 2015
Federal Reserve Bank of Atlanta September 2010 - September 2011
Federal Reserve Bank of Atlanta March 2009 - September 2010
Federal Reserve Bank of Atlanta April 2004 - March 2009
Merrill Lynch May 2001 - April 2004
Skills
Macroeconomics, Economics, Public Policy, Analysis, Monetary Policy, Economic Policy
Education
Agnes Scott College 1997 — 2001
B.A., Business/Economics
Donetsk National University
M.S., Finance and Financial Management Services
Therese Vita, CFP, CRPC, CDFA's Merrill Lynch Experience January 2004 - Present
Job Investment Associate, The Siwiec, Ryan, Vita & Associates Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
Education
Albany Law School of Union University 1985 — 1988
JD, law
Le Moyne College 1981 — 1985
B.S., Business Administration
Merrill Lynch January 2004 - Present
Education
Albany Law School of Union University 1985 — 1988
JD, law
Le Moyne College 1981 — 1985
B.S., Business Administration
Martin Yang Martin Yang's Merrill Lynch Experience May 2013 - August 2013
Job Equity Research Associate
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
April Lee's Merrill Lynch Experience July 2013 - June 2014
Job OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management August 2015 - Present
Bank of America Merrill Lynch June 2014 - July 2015
Merrill Lynch July 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Atlas Global Diligence October 2011 - January 2012
MacCord Mason PLLC September 2009 - August 2010
LCS & Partners June 2009 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BSBA, Economics, Finance
Manchester Business School 2012 — 2012
International Finance
Guilford College 2008 — 2010
The Early College at Guilford 2006 — 2010
High School
Och-Ziff Capital Management August 2015 - Present
Bank of America Merrill Lynch June 2014 - July 2015
Merrill Lynch July 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Atlas Global Diligence October 2011 - January 2012
MacCord Mason PLLC September 2009 - August 2010
LCS & Partners June 2009 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BSBA, Economics, Finance
Manchester Business School 2012 — 2012
International Finance
Guilford College 2008 — 2010
The Early College at Guilford 2006 — 2010
High School
Tracy Bottone Tracy Bottone's Merrill Lynch Experience January 1995 - March 2015
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Merrill Lynch January 1995 - March 2015
Skills
Outlook, Microsoft Excel, Administrative..., PowerPoint, Access, Microsoft Office, Microsoft Word, Customer Service, Spreadsheets, Banking, Data Entry, Office Management
Education
Albertus Magnus College 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Albertus Magnus College 1996 — 1998
Masters of Science in Management, Management
Ameriprise Financial Services, Inc. March 2015 - Present
Merrill Lynch January 1995 - March 2015
Skills
Outlook, Microsoft Excel, Administrative..., PowerPoint, Access, Microsoft Office, Microsoft Word, Customer Service, Spreadsheets, Banking, Data Entry, Office Management
Education
Albertus Magnus College 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Albertus Magnus College 1996 — 1998
Masters of Science in Management, Management
Daniel Hornblower, CFP® , CIMA®'s Merrill Lynch Experience May 2003 - May 2013
Job Vice President, Senior Portfolio Manager CFP(R), CIMA(R) at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2013 - Present
Merrill Lynch May 2003 - May 2013
Comerica Securities December 1993 - May 2003
Education
Albion College 1987 — 1991
B.A., Economics and Management
UBS Financial Services, Inc. May 2013 - Present
Merrill Lynch May 2003 - May 2013
Comerica Securities December 1993 - May 2003
Education
Albion College 1987 — 1991
B.A., Economics and Management
Scott Conroy Scott Conroy's Merrill Lynch Experience 2002 - 2003
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2003 - Present
Merrill Lynch 2002 - 2003
Federated Investors, Inc. 1998 - 2002
Skills
Retirement Planning, Insurance, Financial Guidance, Estate Planning..., Education Funding
Education
Allegheny College 1994 — 1998
Bachelor of Science (B.S.), Mathematics
Wells Fargo Advisors, LLC April 2003 - Present
Merrill Lynch 2002 - 2003
Federated Investors, Inc. 1998 - 2002
Skills
Retirement Planning, Insurance, Financial Guidance, Estate Planning..., Education Funding
Education
Allegheny College 1994 — 1998
Bachelor of Science (B.S.), Mathematics
Ken Gray Ken Gray's Merrill Lynch Experience March 2004 - February 2006
Job Director, Global Talent Management and Development at Thermo Fisher Scientific
Industry Human Resources
Experience
Thermo Fisher Scientific March 2015 - Present
QVC January 2012 - March 2015
Fidelity Investments February 2006 - January 2012
Merrill Lynch March 2004 - February 2006
Omgeo (Thomson Reuters) February 2003 - March 2004
Fidelity Investments October 1995 - December 2002
Skills
Succession Planning, Performance Management, Curriculum Design, Talent Management, Leadership Development, Organizational..., Employee Engagement, Organizational..., Onboarding, Recruiting, Coaching, Organizational Design, Employee Relations, Training, Leadership, Executive Development, Management, Strategy, Human Resources, Business Strategy, Workforce Planning, Executive Coaching
Education
Teachers College of Columbia University 2004 — 2005
Doctoral Studies: Adult Learning and Leadership
Allegheny College
BS, Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Administration
Thermo Fisher Scientific March 2015 - Present
QVC January 2012 - March 2015
Fidelity Investments February 2006 - January 2012
Merrill Lynch March 2004 - February 2006
Omgeo (Thomson Reuters) February 2003 - March 2004
Fidelity Investments October 1995 - December 2002
Skills
Succession Planning, Performance Management, Curriculum Design, Talent Management, Leadership Development, Organizational..., Employee Engagement, Organizational..., Onboarding, Recruiting, Coaching, Organizational Design, Employee Relations, Training, Leadership, Executive Development, Management, Strategy, Human Resources, Business Strategy, Workforce Planning, Executive Coaching
Education
Teachers College of Columbia University 2004 — 2005
Doctoral Studies: Adult Learning and Leadership
Allegheny College
BS, Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Administration
Anthony Morgillo, CFP® Anthony Morgillo, CFP®'s Merrill Lynch Experience June 1999 - May 2003
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
HSBC March 2011 - May 2012
ClearView Wealth Management May 2003 - March 2011
Merrill Lynch June 1999 - May 2003
Citizens Bank September 1992 - June 1999
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Estate Planning, Fixed Income, Insurance, Portfolio Management, Asset Allocation, Retirement, Series 63, Wealth
Education
Southern Connecticut State University
B.A., Mathematics
Albertus Magnus College 2001 — 2002
Personal Financial Planning, Financial Planning and Services
Merrill Edge February 2013 - Present
HSBC March 2011 - May 2012
ClearView Wealth Management May 2003 - March 2011
Merrill Lynch June 1999 - May 2003
Citizens Bank September 1992 - June 1999
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Estate Planning, Fixed Income, Insurance, Portfolio Management, Asset Allocation, Retirement, Series 63, Wealth
Education
Southern Connecticut State University
B.A., Mathematics
Albertus Magnus College 2001 — 2002
Personal Financial Planning, Financial Planning and Services
David Corn, M.S. David Corn, M.S.'s Merrill Lynch Experience January 2011 - November 2011
Job Lead Compensation Analyst
Industry Hospital & Health Care
Experience
Nebraska Medicine June 2015 - Present
Iowa Army National Guard March 2013 - Present
UnityPoint At Home April 2014 - June 2015
Iowa Department of Transportation December 2012 - November 2013
New Jersey Army National Guard January 2012 - December 2012
Merrill Lynch January 2011 - November 2011
Wells Fargo June 2005 - October 2009
Skills
Analytics, Analysis, Team Leadership, Team Building, Public Speaking, Customer Service, Management, Human Resources, Accounting, Policy, Leadership, Banking, Access, Risk Management, Recruiting, Process Improvement, Training
Education
Thomas Edison State College 2011 — 2012
Masters of Science, Human Resources
BOLC 2011 — 2011
Financial Management
Drake University 2008 — 2010
Bachelors in Business Administration, Finance
AIB College of Business 2004 — 2006
Associates Business Administration, Business Admin
Des Moines Area Community College
Accounting
Nebraska Medicine June 2015 - Present
Iowa Army National Guard March 2013 - Present
UnityPoint At Home April 2014 - June 2015
Iowa Department of Transportation December 2012 - November 2013
New Jersey Army National Guard January 2012 - December 2012
Merrill Lynch January 2011 - November 2011
Wells Fargo June 2005 - October 2009
Skills
Analytics, Analysis, Team Leadership, Team Building, Public Speaking, Customer Service, Management, Human Resources, Accounting, Policy, Leadership, Banking, Access, Risk Management, Recruiting, Process Improvement, Training
Education
Thomas Edison State College 2011 — 2012
Masters of Science, Human Resources
BOLC 2011 — 2011
Financial Management
Drake University 2008 — 2010
Bachelors in Business Administration, Finance
AIB College of Business 2004 — 2006
Associates Business Administration, Business Admin
Des Moines Area Community College
Accounting
Curtis Pope's Merrill Lynch Experience 1979 - 1983
Job Investor
Industry Financial Services
Experience
Encore Upscale Resale January 2010 - Present
Smith Barney Citigroup 1984 - 2006
Merrill Lynch 1979 - 1983
Education
Albion College 1975 — 1979
BA, Business
Encore Upscale Resale January 2010 - Present
Smith Barney Citigroup 1984 - 2006
Merrill Lynch 1979 - 1983
Education
Albion College 1975 — 1979
BA, Business
Brian Picariello, CPA/PFS, CFA Brian Picariello, CPA/PFS, CFA's Merrill Lynch Experience September 1999 - September 2002
Job Executive Vice President, Traust Sollus Wealth Management, LLC
Industry Financial Services
Experience
Traust Sollus Wealth Management October 2002 - Present
Merrill Lynch September 1999 - September 2002
Arthur Andersen July 1995 - August 1999
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Series 7, Tax, Cash Flow, Investments, Financial Planners, Investment Advisory, Financial Advisory, Asset Management, Personal Finance, Estate Planning, Alternative Investments, Insurance, Wealth Management..., Finance, Retirement, Financial Risk, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Wealth, Income Tax, High Net Worth..., Investment Management, Small Business, Financial Services, Fixed Annuities, 401k, Pensions, Securities, Hedge Funds, Equities, FINRA, Series 63, Life Insurance, CPA, Bonds, Long-term Care, Tax Preparation, Disability Insurance, Trust Services, Retirement Plan..., Fixed Income, Estate Tax Planning, Trusts, Term Life Insurance, Series 24
Education
Rutgers Business School 2000 — 2002
MBA, Finance
Albright College 1991 — 1995
BS, Accounting
Woodbridge High School 1987 — 1991
Traust Sollus Wealth Management October 2002 - Present
Merrill Lynch September 1999 - September 2002
Arthur Andersen July 1995 - August 1999
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Series 7, Tax, Cash Flow, Investments, Financial Planners, Investment Advisory, Financial Advisory, Asset Management, Personal Finance, Estate Planning, Alternative Investments, Insurance, Wealth Management..., Finance, Retirement, Financial Risk, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Wealth, Income Tax, High Net Worth..., Investment Management, Small Business, Financial Services, Fixed Annuities, 401k, Pensions, Securities, Hedge Funds, Equities, FINRA, Series 63, Life Insurance, CPA, Bonds, Long-term Care, Tax Preparation, Disability Insurance, Trust Services, Retirement Plan..., Fixed Income, Estate Tax Planning, Trusts, Term Life Insurance, Series 24
Education
Rutgers Business School 2000 — 2002
MBA, Finance
Albright College 1991 — 1995
BS, Accounting
Woodbridge High School 1987 — 1991
Vince Beronilla Vince Beronilla's Merrill Lynch Experience 1990 - 1999
Job Regional Head of Procurement, North America at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG November 2013 - Present
Bridgewater Associates 2012 - 2013
Town Sports International 2009 - 2012
Citigroup 2008 - 2009
Linens 'n Things, Inc. 2005 - 2008
PSEG 2000 - 2004
Merrill Lynch 1990 - 1999
Westinghouse Electric Company 1988 - 1990
Skills
Strategic Sourcing, Procurement, Sourcing, Vendor Management, Spend Analysis, Global Sourcing, Contract Negotiation, Supply Management, Purchasing, Process Improvement, Forecasting, Negotiation, Supply Chain Management, Cross-functional Team..., Change Management, Strategy, Project Management, Supply Chain, Business Process..., Operations Management, Management, E-procurement, Management Consulting, Budgets, Project Planning, Team Leadership, Inventory Management, Contract Management, Continuous Improvement, eSourcing
Education
Allegheny College 1983 — 1987
Bachelor of Science, Economics/Business
Commerzbank AG November 2013 - Present
Bridgewater Associates 2012 - 2013
Town Sports International 2009 - 2012
Citigroup 2008 - 2009
Linens 'n Things, Inc. 2005 - 2008
PSEG 2000 - 2004
Merrill Lynch 1990 - 1999
Westinghouse Electric Company 1988 - 1990
Skills
Strategic Sourcing, Procurement, Sourcing, Vendor Management, Spend Analysis, Global Sourcing, Contract Negotiation, Supply Management, Purchasing, Process Improvement, Forecasting, Negotiation, Supply Chain Management, Cross-functional Team..., Change Management, Strategy, Project Management, Supply Chain, Business Process..., Operations Management, Management, E-procurement, Management Consulting, Budgets, Project Planning, Team Leadership, Inventory Management, Contract Management, Continuous Improvement, eSourcing
Education
Allegheny College 1983 — 1987
Bachelor of Science, Economics/Business
Dwight Leeper Dwight Leeper's Merrill Lynch Experience September 2001 - Present
Job VP, Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2001 - Present
Rotary district 7510 July 2012 - June 2013
Grey Global Group July 1980 - March 2001
Bozell and Jacobs January 1979 - July 1980
Gordon and Shortt January 1977 - December 1978
Skills
Financial Planning, Retirement Planning, Investment Planning, Aviation, Wealth Management, Finance, Small Business, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth, Investment Strategies, Estate Planning, Strategic Planning, Financial Advisory, Account Management, Tax, Financial Services, Investment Banking, Risk Management, Customer Service, Management, Series 7, Financial Planners, Insurance, Asset Management, Non-profit Leadership, Mortgage Lending, Public Speaking, Loans, Financial Analysis, Credit, Private Equity, Banking, Hedge Funds
Education
Allegheny College 1971 — 1976
B.A., Philosophy
Williston Northhampton 1969 — 1971
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Merrill Lynch September 2001 - Present
Rotary district 7510 July 2012 - June 2013
Grey Global Group July 1980 - March 2001
Bozell and Jacobs January 1979 - July 1980
Gordon and Shortt January 1977 - December 1978
Skills
Financial Planning, Retirement Planning, Investment Planning, Aviation, Wealth Management, Finance, Small Business, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth, Investment Strategies, Estate Planning, Strategic Planning, Financial Advisory, Account Management, Tax, Financial Services, Investment Banking, Risk Management, Customer Service, Management, Series 7, Financial Planners, Insurance, Asset Management, Non-profit Leadership, Mortgage Lending, Public Speaking, Loans, Financial Analysis, Credit, Private Equity, Banking, Hedge Funds
Education
Allegheny College 1971 — 1976
B.A., Philosophy
Williston Northhampton 1969 — 1971
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
scott cable scott cable's Merrill Lynch Experience December 2008 - Present
Job investment associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Ameriprise Financial April 2000 - June 2008
Education
Albertus Magnus College 1989 — 1993
bachelors, Buisness
Merrill Lynch December 2008 - Present
Ameriprise Financial April 2000 - June 2008
Education
Albertus Magnus College 1989 — 1993
bachelors, Buisness
Robert Ragusa's Merrill Lynch Experience February 2003 - December 2009
Job Head of Governance, Global Corporate Real Estate at AIG
Industry Insurance
Experience
AIG April 2014 - Present
AIG November 2010 - April 2014
Bank of America December 2009 - October 2010
Merrill Lynch February 2003 - December 2009
Merrill Lynch February 2001 - February 2003
Bierce & Kenerson, P.C. December 1995 - January 2001
Graff Pay-Per-View, Inc. January 1993 - November 1995
Reiss Media Enterprises, Inc. March 1990 - December 1992
Montage Group, Ltd. August 1987 - March 1990
Almi Group, Inc. July 1984 - July 1987
Skills
Vendor Management, Outsourcing, Team Building, Governance, Negotiation, Corporate Governance, Strategic Sourcing, Corporate Law, Supply Chain Management, Change Management, Process Improvement, Contract Management, Business Strategy, Risk Management, Contract Negotiation, Finance, Six Sigma, Business Process..., Procurement, Leadership, Mergers & Acquisitions, Sourcing, Business Process
Education
Albany Law School of Union University
Doctor of Law (JD), Law
Columbia University in the City of New York
Bachelor of Arts (BA), Psychology
AIG April 2014 - Present
AIG November 2010 - April 2014
Bank of America December 2009 - October 2010
Merrill Lynch February 2003 - December 2009
Merrill Lynch February 2001 - February 2003
Bierce & Kenerson, P.C. December 1995 - January 2001
Graff Pay-Per-View, Inc. January 1993 - November 1995
Reiss Media Enterprises, Inc. March 1990 - December 1992
Montage Group, Ltd. August 1987 - March 1990
Almi Group, Inc. July 1984 - July 1987
Skills
Vendor Management, Outsourcing, Team Building, Governance, Negotiation, Corporate Governance, Strategic Sourcing, Corporate Law, Supply Chain Management, Change Management, Process Improvement, Contract Management, Business Strategy, Risk Management, Contract Negotiation, Finance, Six Sigma, Business Process..., Procurement, Leadership, Mergers & Acquisitions, Sourcing, Business Process
Education
Albany Law School of Union University
Doctor of Law (JD), Law
Columbia University in the City of New York
Bachelor of Arts (BA), Psychology
Nick Mighion Nick Mighion's Merrill Lynch Experience May 2011 - August 2011
Job Current Graduate of Adrian College
Industry Architecture & Planning
Experience
Harbor House May 2012 - Present
MulvannyG2 Architecture August 2013 - August 2013
Adrian College August 2009 - April 2013
NBS Commercial Interiors May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Lawrence Technological University 2013 — 2016
Master's Degree, Architecture
Adrian College 2009 — 2013
Bachelor of Science (B.S.), Interior Design
Cousino High School 2005 — 2009
High School Diploma, High School Edudcation
Harbor House May 2012 - Present
MulvannyG2 Architecture August 2013 - August 2013
Adrian College August 2009 - April 2013
NBS Commercial Interiors May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Lawrence Technological University 2013 — 2016
Master's Degree, Architecture
Adrian College 2009 — 2013
Bachelor of Science (B.S.), Interior Design
Cousino High School 2005 — 2009
High School Diploma, High School Edudcation
Ryan Denha's Merrill Lynch Experience Fund Accountant AnalystFidelity InvestmentsJanuary 2014 - May 2014
Job Student at Albion College
Industry Financial Services
Experience
Merrill Lynch Fund Accountant AnalystFidelity InvestmentsJanuary 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, PowerPoint, Social Media, Social Networking, Event Planning, Customer Service
Education
Albion College 2012 — 2016
Albion College 2012 — 2016
Finance
Merrill Lynch Fund Accountant AnalystFidelity InvestmentsJanuary 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, PowerPoint, Social Media, Social Networking, Event Planning, Customer Service
Education
Albion College 2012 — 2016
Albion College 2012 — 2016
Finance
J. Mathews Hagberg, CFP J. Mathews Hagberg, CFP's Merrill Lynch Experience 1995 - 2009
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2009 - Present
Merrill Lynch 1995 - 2009
E.F. Hutton & Co. 1982 - 1995
Education
Alfred University 1965 — 1969
Bachelor of Arts (B.A.), Economics
UBS Wealth Management 2009 - Present
Merrill Lynch 1995 - 2009
E.F. Hutton & Co. 1982 - 1995
Education
Alfred University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Tiffany Felix Tiffany Felix's Merrill Lynch Experience 2008 - 2009
Job Sales Manager Partnership and New Business Development at Lead Forensics
Industry Information Technology and Services
Experience
Lead Forensics August 2015 - Present
Ricoh Americas Corporation September 2014 - August 2015
Dalton Education 2011 - 2014
Corinthian Colleges, Inc. 2011 - 2011
National High School 2009 - 2011
Merrill Lynch 2008 - 2009
Skills
Customer Service, Event Planning, Finance, Financial Planners, Higher Education, Investments, Public Speaking, Retirement, Spanish, Staff Development, Strategic Financial..., Teaching, Wealth Management, Leadership, E-Learning, Microsoft Office, Financial Planning, Management, Sales, Team Building, Strategic Planning, Business Development, Sales Process, New Business Development, Marketing, Sales Management, B2B, Account Management, Solution Selling
Education
Agnes Scott College 1996 — 2000
BA, Political Science/Spanish
Lead Forensics August 2015 - Present
Ricoh Americas Corporation September 2014 - August 2015
Dalton Education 2011 - 2014
Corinthian Colleges, Inc. 2011 - 2011
National High School 2009 - 2011
Merrill Lynch 2008 - 2009
Skills
Customer Service, Event Planning, Finance, Financial Planners, Higher Education, Investments, Public Speaking, Retirement, Spanish, Staff Development, Strategic Financial..., Teaching, Wealth Management, Leadership, E-Learning, Microsoft Office, Financial Planning, Management, Sales, Team Building, Strategic Planning, Business Development, Sales Process, New Business Development, Marketing, Sales Management, B2B, Account Management, Solution Selling
Education
Agnes Scott College 1996 — 2000
BA, Political Science/Spanish
Ed Gougeon Ed Gougeon's Merrill Lynch Experience 1998 - 2000
Job Financial Advisor
Industry Financial Services
Experience
BMO Nesbitt Burns 2000 - Present
Northern Securities 2005 - 2008
Merrill Lynch 1998 - 2000
Skills
Succession Planning, Retirement Planning, Financial Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement, Wealth, Investment Strategies, Asset Management, Portfolio Management, Bonds, Stocks, Alternative Investments, Savings, Financial Markets, Risk Management, Asset Allocation, Estate Planning, Wealth Accumulation, Equities, Financial Advice, Financial Advisory, High Net Worth..., Strategic Financial..., Customer Engagement, Wealth Management...
Education
Algonquin College of Applied Arts and Technology 2004 — 2006
Lisgar Collegiate Institute
BMO Nesbitt Burns 2000 - Present
Northern Securities 2005 - 2008
Merrill Lynch 1998 - 2000
Skills
Succession Planning, Retirement Planning, Financial Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement, Wealth, Investment Strategies, Asset Management, Portfolio Management, Bonds, Stocks, Alternative Investments, Savings, Financial Markets, Risk Management, Asset Allocation, Estate Planning, Wealth Accumulation, Equities, Financial Advice, Financial Advisory, High Net Worth..., Strategic Financial..., Customer Engagement, Wealth Management...
Education
Algonquin College of Applied Arts and Technology 2004 — 2006
Lisgar Collegiate Institute
Ryan Sergent Ryan Sergent's Merrill Lynch Experience January 2000 - January 2001
Job Oncology Executive Representative at Astellas Pharma
Industry Medical Devices
Experience
Astellas Pharma May 2012 - Present
Diplomat Specialty Pharmacy July 2010 - May 2012
Novo Nordisk February 2009 - April 2010
Novartis January 2002 - February 2009
Merrill Lynch January 2000 - January 2001
Skills
Strategic Planning, Business Acumen, Cardiology, Endocrinology, Leadership, Management, Medical Devices, Negotiation, Oncology, Pharmaceutical Sales, Sales, Sales Management, Sales Operations, Sales Process, Training
Education
Albion College 1996 — 2000
BA, Economics and Management
Astellas Pharma May 2012 - Present
Diplomat Specialty Pharmacy July 2010 - May 2012
Novo Nordisk February 2009 - April 2010
Novartis January 2002 - February 2009
Merrill Lynch January 2000 - January 2001
Skills
Strategic Planning, Business Acumen, Cardiology, Endocrinology, Leadership, Management, Medical Devices, Negotiation, Oncology, Pharmaceutical Sales, Sales, Sales Management, Sales Operations, Sales Process, Training
Education
Albion College 1996 — 2000
BA, Economics and Management
Keith Clapacs's Merrill Lynch Experience October 2011 - April 2013
Job Financial Advisor at Skoda Minotti
Industry Investment Management
Experience
Berkshire High School April 2013 - Present
Skoda Minotti January 2015 - Present
PNC Investments April 2013 - January 2015
Merrill Lynch October 2011 - April 2013
Hawken School November 2005 - April 2013
Skills
Strategic Planning, Customer Service, Sales, Public Speaking, Fundraising, Event Management, Leadership, Team Building
Education
Allegheny College
Hawken School
St Felicitas
Berkshire High School April 2013 - Present
Skoda Minotti January 2015 - Present
PNC Investments April 2013 - January 2015
Merrill Lynch October 2011 - April 2013
Hawken School November 2005 - April 2013
Skills
Strategic Planning, Customer Service, Sales, Public Speaking, Fundraising, Event Management, Leadership, Team Building
Education
Allegheny College
Hawken School
St Felicitas
Janet Blount, MBA,CPC, CPA Janet Blount, MBA,CPC, CPA's Merrill Lynch Experience September 2005 - January 2010
Job Career Coach| Certified Professional Coach| Parent Coach
Industry Professional Training & Coaching
Experience
Careers Are Us July 2014 - Present
Agnes Scott College Maryland, Washington, DC, Northern Virginia Alumnae Association November 2010 - Present
American Institute of Architects Baltimore Chapter July 2012 - July 2014
Alzheimer's Association, Greater Maryland Chapter June 2012 - December 2013
Merrill Lynch September 2005 - January 2010
United States Small Buisness Administration September 1998 - September 2005
Defense Contract Audit Agency September 1989 - September 1998
Skills
Parent Coaching, Public Speaking, Parenting Workshops, Career Development..., Career Path Planning, Career Education, Training, Student Development, Parent Education, Workshop Development
Education
Agnes Scott College
Bachelor's Degree, Economics
Graduate School, USDA Center for Leadership and Management
Executive Leadership Program
University of Baltimore
Master of Business Administration (M.B.A.)
Careers Are Us July 2014 - Present
Agnes Scott College Maryland, Washington, DC, Northern Virginia Alumnae Association November 2010 - Present
American Institute of Architects Baltimore Chapter July 2012 - July 2014
Alzheimer's Association, Greater Maryland Chapter June 2012 - December 2013
Merrill Lynch September 2005 - January 2010
United States Small Buisness Administration September 1998 - September 2005
Defense Contract Audit Agency September 1989 - September 1998
Skills
Parent Coaching, Public Speaking, Parenting Workshops, Career Development..., Career Path Planning, Career Education, Training, Student Development, Parent Education, Workshop Development
Education
Agnes Scott College
Bachelor's Degree, Economics
Graduate School, USDA Center for Leadership and Management
Executive Leadership Program
University of Baltimore
Master of Business Administration (M.B.A.)
Heather Laundry's Merrill Lynch Experience May 1987 - August 1987
Job IT Consultant / Professional Dog Trainer
Industry Information Technology and Services
Experience
Horizant July 2012 - Present
Woof Matters April 2012 - Present
Forever Friends 2009 - Present
CGI September 2002 - September 2011
Karen Pryor Academy 2008 - 2008
Nortel Networks May 2000 - August 2002
MCI Systemhouse/SHL SystemHouse May 1988 - May 2000
Merrill Lynch May 1987 - August 1987
Metropolitan Life 1984 - 1986
Skills
Analysis, Software Project..., Requirements Analysis, Requirements Management, Requirements..., Systems Analysis, Business Analysis, Dog Training, Requirements Gathering, Team Leadership, Animal Behavior, SDLC, Project Management, Integration, Business Process..., Requirement..., Solution Architecture, Business Requirements, SOA, PMP, Software Development, Business Intelligence, PMO, Resource Management, Vendor Management, IT Strategy, Management, Enterprise Architecture, Program Management, Consulting
Education
Univeristy of British Columbia 2012 — 2014
Certificate of Business Analysis
Algonquin College of Applied Arts and Technology 2003 — 2005
Project Management Certificate, Project Management
University of Waterloo 1983 — 1988
B Math, Operations Research
Opeongo High School 1978 — 1983
Horizant July 2012 - Present
Woof Matters April 2012 - Present
Forever Friends 2009 - Present
CGI September 2002 - September 2011
Karen Pryor Academy 2008 - 2008
Nortel Networks May 2000 - August 2002
MCI Systemhouse/SHL SystemHouse May 1988 - May 2000
Merrill Lynch May 1987 - August 1987
Metropolitan Life 1984 - 1986
Skills
Analysis, Software Project..., Requirements Analysis, Requirements Management, Requirements..., Systems Analysis, Business Analysis, Dog Training, Requirements Gathering, Team Leadership, Animal Behavior, SDLC, Project Management, Integration, Business Process..., Requirement..., Solution Architecture, Business Requirements, SOA, PMP, Software Development, Business Intelligence, PMO, Resource Management, Vendor Management, IT Strategy, Management, Enterprise Architecture, Program Management, Consulting
Education
Univeristy of British Columbia 2012 — 2014
Certificate of Business Analysis
Algonquin College of Applied Arts and Technology 2003 — 2005
Project Management Certificate, Project Management
University of Waterloo 1983 — 1988
B Math, Operations Research
Opeongo High School 1978 — 1983
Aris Rodriguez's Merrill Lynch Experience June 2006 - September 2009
Job
Industry Financial Services
Experience
Nomura September 2009 - Present
Merrill Lynch June 2006 - September 2009
Education
Alfred University 2002 — 2006
Nomura September 2009 - Present
Merrill Lynch June 2006 - September 2009
Education
Alfred University 2002 — 2006
Ronald Breaugh's Merrill Lynch Experience January 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
ETG Holdings, Inc. October 2006 - November 2007
A B Myr Industries, Inc. May 1992 - October 2006
UHY Advisors June 1987 - May 1992
Skills
Purchasing, International Tax, Financial Analysis, Investments, Cash Flow, Loans, Mergers, Banking, Strategic Financial..., Forecasting, ISO, Insurance, Process Improvement, Financial Modeling, Asset Managment, Analysis, Mutual Funds, Finance, Equities, Portfolio Management, Auditing, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management
Education
Walsh College of Accountancy and Business Administration 1988 — 1991
Master of Science (MS), Finance, General
Albion College 1981 — 1985
Bachelor's degree, Economics
Merrill Lynch January 2008 - Present
ETG Holdings, Inc. October 2006 - November 2007
A B Myr Industries, Inc. May 1992 - October 2006
UHY Advisors June 1987 - May 1992
Skills
Purchasing, International Tax, Financial Analysis, Investments, Cash Flow, Loans, Mergers, Banking, Strategic Financial..., Forecasting, ISO, Insurance, Process Improvement, Financial Modeling, Asset Managment, Analysis, Mutual Funds, Finance, Equities, Portfolio Management, Auditing, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management
Education
Walsh College of Accountancy and Business Administration 1988 — 1991
Master of Science (MS), Finance, General
Albion College 1981 — 1985
Bachelor's degree, Economics
Lawrence Snow's Merrill Lynch Experience February 1991 - January 1997
Job SVP, Commercial Deposit Services
Industry Banking
Experience
Customers Bank October 2011 - Present
Metro Bank August 2010 - November 2011
Metro Bank April 2009 - October 2010
Sovereign Bank April 1997 - January 2009
Merrill Lynch February 1991 - January 1997
Skills
Cash Management, Payments, Sales, Banking, Management, Strategic Planning, Internet Banking, Relationship Management, Treasury Management
Education
Alvernia University 1987 — 1989
BA, FInance / Banking
Rider University 1979 — 1981
Customers Bank October 2011 - Present
Metro Bank August 2010 - November 2011
Metro Bank April 2009 - October 2010
Sovereign Bank April 1997 - January 2009
Merrill Lynch February 1991 - January 1997
Skills
Cash Management, Payments, Sales, Banking, Management, Strategic Planning, Internet Banking, Relationship Management, Treasury Management
Education
Alvernia University 1987 — 1989
BA, FInance / Banking
Rider University 1979 — 1981
Jeff Darnowski QPA, QKA, QPFC's Merrill Lynch Experience 1995 - 2002
Job Client Relationship Manager Retirement Services at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2012 - Present
AIG May 2010 - July 2012
Lord, Abbett & Co LLC September 2002 - April 2010
Merrill Lynch 1995 - 2002
Skills
CRM, Investments, Product Management, Relationship Management, Employee Benefits, Retirement Planning, Process Improvement, Retirement, Sales Operations
Education
Albright College 1991 — 1995
Bachelor of Science, Business Administration: Finance
Voya Financial August 2012 - Present
AIG May 2010 - July 2012
Lord, Abbett & Co LLC September 2002 - April 2010
Merrill Lynch 1995 - 2002
Skills
CRM, Investments, Product Management, Relationship Management, Employee Benefits, Retirement Planning, Process Improvement, Retirement, Sales Operations
Education
Albright College 1991 — 1995
Bachelor of Science, Business Administration: Finance
Valarmathi Manickam's Merrill Lynch Experience September 2009 - March 2010
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2012 - Present
Treradata October 2011 - August 2012
Credit Suisse April 2010 - September 2011
Merrill Lynch September 2009 - March 2010
Associated Press/ENPS April 2008 - February 2009
VA Medical Center September 2004 - March 2008
Hewlett-Packard 2003 - 2005
Verizon 2002 - 2003
Intel 2001 - 2002
HeyAnita Inc. 2001 - 2001
Skills
Software Project..., XML, Web Services, Microsoft SQL Server, Unix, Agile Methodologies, Software Development, SDLC, Oracle, SQL, C++, Java, Requirements Analysis
Education
Alagappa University 1995 — 1997
Masters of Science, Computer Science
Fidelity Investments August 2012 - Present
Treradata October 2011 - August 2012
Credit Suisse April 2010 - September 2011
Merrill Lynch September 2009 - March 2010
Associated Press/ENPS April 2008 - February 2009
VA Medical Center September 2004 - March 2008
Hewlett-Packard 2003 - 2005
Verizon 2002 - 2003
Intel 2001 - 2002
HeyAnita Inc. 2001 - 2001
Skills
Software Project..., XML, Web Services, Microsoft SQL Server, Unix, Agile Methodologies, Software Development, SDLC, Oracle, SQL, C++, Java, Requirements Analysis
Education
Alagappa University 1995 — 1997
Masters of Science, Computer Science
Rod Duxbury's Merrill Lynch Experience MajorBritish ArmyAugust 1987 - October 2004
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch MajorBritish ArmyAugust 1987 - October 2004
US Army August 2001 - August 2003
Education
The Open University 2000 — 2003
MBA, International Business
Alliance Manchester Business School 1997 — 1998
MEd, Training and Development
Royal Military Academy Sandhurst 1986 — 1987
Queens Commission, Leadership
Keele University 1985 — 1986
PGCE, Geology and Math
Swansea University 1982 — 1985
Merrill Lynch MajorBritish ArmyAugust 1987 - October 2004
US Army August 2001 - August 2003
Education
The Open University 2000 — 2003
MBA, International Business
Alliance Manchester Business School 1997 — 1998
MEd, Training and Development
Royal Military Academy Sandhurst 1986 — 1987
Queens Commission, Leadership
Keele University 1985 — 1986
PGCE, Geology and Math
Swansea University 1982 — 1985
Tina-Ann Donat's Merrill Lynch Experience August 2008 - January 2010
Job Workers' Compensation Risk Manager
Industry Insurance
Experience
Consultant January 2010 - Present
NuQuest Bridge Pointe July 2012 - November 2013
Merrill Lynch August 2008 - January 2010
Lehman Brothers / Opteum Financial Services March 2002 - January 2008
Ann Arbor Florist June 1990 - April 1996
JPMorgan Chase October 1985 - October 1990
Skills
Client Service, Series 7, Independent Adjuster..., Workers Compensation, Sales Management, Claims Management, Risk Management, Property & Casualty..., Compliance, Financial Services, Insurance, Claim, Risk Assessment, Medicare, Legal Liability, Casualty, Litigation Management, Liability, Claim Investigation, Client Services, Commercial Insurance, Professional Liability, Casualty Insurance, General Insurance, Brokers
Education
Adelphi University
Bachelor of Arts (B.A.), History/Business
Consultant January 2010 - Present
NuQuest Bridge Pointe July 2012 - November 2013
Merrill Lynch August 2008 - January 2010
Lehman Brothers / Opteum Financial Services March 2002 - January 2008
Ann Arbor Florist June 1990 - April 1996
JPMorgan Chase October 1985 - October 1990
Skills
Client Service, Series 7, Independent Adjuster..., Workers Compensation, Sales Management, Claims Management, Risk Management, Property & Casualty..., Compliance, Financial Services, Insurance, Claim, Risk Assessment, Medicare, Legal Liability, Casualty, Litigation Management, Liability, Claim Investigation, Client Services, Commercial Insurance, Professional Liability, Casualty Insurance, General Insurance, Brokers
Education
Adelphi University
Bachelor of Arts (B.A.), History/Business
Aaron Alsheimer's Merrill Lynch Experience 2000 - 2002
Job Associate at Sayles Evans
Industry Law Practice
Experience
Sayles Evans 2007 - Present
Merrill Lynch 2000 - 2002
Education
The Ohio State University Fisher College of Business 2003 — 2007
MBA
The Ohio State University Moritz College of Law 2003 — 2007
JD
Alfred University 1998 — 2000
BS, Finance
Sayles Evans 2007 - Present
Merrill Lynch 2000 - 2002
Education
The Ohio State University Fisher College of Business 2003 — 2007
MBA
The Ohio State University Moritz College of Law 2003 — 2007
JD
Alfred University 1998 — 2000
BS, Finance
Robert Unger's Merrill Lynch Experience August 1979 - April 1985
Job Founder & CEO
Industry Financial Services
Experience
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Jerald Blackwell's Merrill Lynch Experience June 1998 - June 2000
Job Senior Project Manager at Verizon Enterprise Solutions
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions June 2014 - Present
CDI Talent & Technology Solutions February 2011 - June 2014
Chicago Public Schools January 2009 - July 2009
IBM December 2003 - December 2008
IBM February 2002 - December 2003
IBM June 2001 - February 2002
IBM June 2000 - June 2001
Merrill Lynch June 1998 - June 2000
Andersen Consulting January 1998 - June 1998
Skills
Project Management, Program Budgeting, PMP, Vendor Management, SDLC, Program Management, Project Portfolio...
Education
DePaul University 2000 — 2001
Master of Science (M.S.), Information Systems
Alabama Agricultural and Mechanical University 1993 — 1997
B.S., Finance
Verizon Enterprise Solutions June 2014 - Present
CDI Talent & Technology Solutions February 2011 - June 2014
Chicago Public Schools January 2009 - July 2009
IBM December 2003 - December 2008
IBM February 2002 - December 2003
IBM June 2001 - February 2002
IBM June 2000 - June 2001
Merrill Lynch June 1998 - June 2000
Andersen Consulting January 1998 - June 1998
Skills
Project Management, Program Budgeting, PMP, Vendor Management, SDLC, Program Management, Project Portfolio...
Education
DePaul University 2000 — 2001
Master of Science (M.S.), Information Systems
Alabama Agricultural and Mechanical University 1993 — 1997
B.S., Finance
Rakeish Williams's Merrill Lynch Experience September 2006 - January 2009
Job Manager, National Administrative Services Transformation (ToD) at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC September 2014 - Present
PwC April 2012 - Present
Deloitte February 2010 - April 2012
Merrill Lynch September 2006 - January 2009
JetBlue Airways April 2003 - September 2006
Goldman Sachs 1999 - 2002
Skills
Supervision/Team..., Performance Management, Project Planning &..., Budgeting, Staff Training, Mentoring, Planning, Recruiting, Management, Employee Relations, Human Resources, Interviews, Team Building, Talent Management, Workforce Planning, Onboarding, Budgets, Employee Training, Program Management, Project Management, Deferred Compensation, Project Planning, Training, Leadership, Process Improvement, Microsoft Excel
Education
University of Maryland University College
Bachelor of Business Administration (BBA), Human Resources Management and Services
Adelphi University 1997 — 1999
PwC September 2015 - Present
PwC September 2014 - Present
PwC April 2012 - Present
Deloitte February 2010 - April 2012
Merrill Lynch September 2006 - January 2009
JetBlue Airways April 2003 - September 2006
Goldman Sachs 1999 - 2002
Skills
Supervision/Team..., Performance Management, Project Planning &..., Budgeting, Staff Training, Mentoring, Planning, Recruiting, Management, Employee Relations, Human Resources, Interviews, Team Building, Talent Management, Workforce Planning, Onboarding, Budgets, Employee Training, Program Management, Project Management, Deferred Compensation, Project Planning, Training, Leadership, Process Improvement, Microsoft Excel
Education
University of Maryland University College
Bachelor of Business Administration (BBA), Human Resources Management and Services
Adelphi University 1997 — 1999
Phil Chorun's Merrill Lynch Experience March 1998 - March 2004
Job Director at Wachovia
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company April 2004 - Present
Merrill Lynch March 1998 - March 2004
Natixis North America February 1994 - March 1997
Kidder Peabody November 1992 - February 1994
AT&T June 1987 - November 1992
Skills
Derivatives, Options, Fixed Income, Electronic Trading, Bonds, Swaps, Financial Risk, Market Data, Proprietary Trading, Rates, Analytics, Treasury, Trading Systems, Risk Management, Portfolio Management, Capital Markets, Equities
Education
Adelphi University 1987 — 1991
MBA, International Finance
Hofstra University 1984 — 1987
BS, Computer Science / Math
Wachovia, A Wells Fargo Company April 2004 - Present
Merrill Lynch March 1998 - March 2004
Natixis North America February 1994 - March 1997
Kidder Peabody November 1992 - February 1994
AT&T June 1987 - November 1992
Skills
Derivatives, Options, Fixed Income, Electronic Trading, Bonds, Swaps, Financial Risk, Market Data, Proprietary Trading, Rates, Analytics, Treasury, Trading Systems, Risk Management, Portfolio Management, Capital Markets, Equities
Education
Adelphi University 1987 — 1991
MBA, International Finance
Hofstra University 1984 — 1987
BS, Computer Science / Math
Karen Kostiw's Merrill Lynch Experience 1987 - 1989
Job R.E. Salesperson in NY & NJ | Senior Career Consultant | Structured Finance and Operations Executive
Industry Financial Services
Experience
Mullin International April 2014 - Present
Warburg Realty September 2013 - Present
Elite Realtors of NJ October 2012 - Present
Standard & Poor's June 1998 - February 2012
MBIA 1997 - 1998
FGIC 1996 - 1997
Credit Suisse 1991 - 1994
Bear Stearns & Co. 1989 - 1991
Merrill Lynch 1987 - 1989
Integrated Resources 1985 - 1987
Skills
Green Belt, Staff Mentoring, Compliance, Credit, Credit Risk, Credit Analysis, Securitization, Quality Assurance, Risk Management, Risk Assessment, Operational Risk..., Training & Development, Real Estate Sales..., Structured Finance, Capital Markets, Employee Training, Investment Banking, Financial Markets, Financial Services, Fixed Income, Securities, Leadership, MBS, Executive Management, Portfolio Management, Relationship Management, Trading, Hedge Funds, Recruiting, Bloomberg, Market Risk, Financial Institutions, Valuation, Asset Management, Operational Risk, Alternative Investments, Loans, Finance, Derivatives, Analytics, Due Diligence, Talent Acquisition, CMBS, Structured Products, Investments, ABS, Bonds, Corporate Finance, Credit Derivatives, Equities
Education
Albertus Magnus College 1981 — 1985
Bachelor of Arts, English Literature
Shoreham Wading River High School
Mullin International April 2014 - Present
Warburg Realty September 2013 - Present
Elite Realtors of NJ October 2012 - Present
Standard & Poor's June 1998 - February 2012
MBIA 1997 - 1998
FGIC 1996 - 1997
Credit Suisse 1991 - 1994
Bear Stearns & Co. 1989 - 1991
Merrill Lynch 1987 - 1989
Integrated Resources 1985 - 1987
Skills
Green Belt, Staff Mentoring, Compliance, Credit, Credit Risk, Credit Analysis, Securitization, Quality Assurance, Risk Management, Risk Assessment, Operational Risk..., Training & Development, Real Estate Sales..., Structured Finance, Capital Markets, Employee Training, Investment Banking, Financial Markets, Financial Services, Fixed Income, Securities, Leadership, MBS, Executive Management, Portfolio Management, Relationship Management, Trading, Hedge Funds, Recruiting, Bloomberg, Market Risk, Financial Institutions, Valuation, Asset Management, Operational Risk, Alternative Investments, Loans, Finance, Derivatives, Analytics, Due Diligence, Talent Acquisition, CMBS, Structured Products, Investments, ABS, Bonds, Corporate Finance, Credit Derivatives, Equities
Education
Albertus Magnus College 1981 — 1985
Bachelor of Arts, English Literature
Shoreham Wading River High School
Jocelyn M. Minnich, CFP®, CRPC®, CSNA's Merrill Lynch Experience
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
West Chester University of Pennsylvania 2001 — 2003
Bachelor, Finance
Alvernia University 1999 — 2001
Merrill Lynch
Education
West Chester University of Pennsylvania 2001 — 2003
Bachelor, Finance
Alvernia University 1999 — 2001
Janet Mills-Mendham's Merrill Lynch Experience May 1995 - March 2004
Job Marketing and Communications Professional
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Morgan Stanley 2010 - 2013
Standard & Poor's May 2010 - September 2010
UBS September 2007 - March 2010
Merrill Lynch May 1995 - March 2004
Education
Allegheny College
BA, English, Economics
Rutgers Graduate School of Management
MBA, Finance, Marketing
New York Life Insurance Company 2013 - Present
Morgan Stanley 2010 - 2013
Standard & Poor's May 2010 - September 2010
UBS September 2007 - March 2010
Merrill Lynch May 1995 - March 2004
Education
Allegheny College
BA, English, Economics
Rutgers Graduate School of Management
MBA, Finance, Marketing
Nasir Husain's Merrill Lynch Experience September 1999 - May 2000
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse December 2002 - Present
Morgan Stanley April 2002 - November 2002
Goldman Sachs May 2000 - December 2001
Merrill Lynch September 1999 - May 2000
Citibank March 1998 - September 1999
Skills
ClearQuest, SDLC, Test Planning, Test Automation, Test Management, Quality Assurance, QTP, Test Strategy, Business Analysis, Testing, Quality Center
Education
Drexel University 1990 — 1994
Aligarh Muslim University 1982 — 1989
B.Sc. Engg., Civil Engineering
Credit Suisse December 2002 - Present
Morgan Stanley April 2002 - November 2002
Goldman Sachs May 2000 - December 2001
Merrill Lynch September 1999 - May 2000
Citibank March 1998 - September 1999
Skills
ClearQuest, SDLC, Test Planning, Test Automation, Test Management, Quality Assurance, QTP, Test Strategy, Business Analysis, Testing, Quality Center
Education
Drexel University 1990 — 1994
Aligarh Muslim University 1982 — 1989
B.Sc. Engg., Civil Engineering
Stacy Caraccio's Merrill Lynch Experience February 2011 - Present
Job Wealth Mgmt Banking & Lending Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2011 - Present
Merrill Lynch/Bank of America Wealth Management May 2009 - February 2011
Bank of America September 1997 - April 2009
Bank of America May 2000 - June 2004
Skills
Banking, Credit
Education
Adelphi University 1991 — 1995
bba, Business Administration & Management, Concentration in Finance
Merrill Lynch February 2011 - Present
Merrill Lynch/Bank of America Wealth Management May 2009 - February 2011
Bank of America September 1997 - April 2009
Bank of America May 2000 - June 2004
Skills
Banking, Credit
Education
Adelphi University 1991 — 1995
bba, Business Administration & Management, Concentration in Finance
Janusz Juda's Merrill Lynch Experience 2010 - 2012
Job Sr Internet Architect at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Merrill Lynch 2010 - 2012
Fidelity Investments July 1996 - February 2009
Fidelity Investments 2001 - 2003
Fidelity Investments July 1996 - 2001
Harvard University 1986 - July 1996
Harvard University 1983 - 1986
Skills
PHP, Software Development, Perl, Agile Methodologies, Application Architecture, Enterprise Architecture, Unix, Java, Websphere, SDLC, Web Applications, Architecture, Integration, Cloud Computing, SOA, Operating Systems, Solaris, Java Enterprise Edition, Software Design, System Architecture, Security, Tomcat, Software Project..., XML, Requirements Analysis, Web Services, Agile Project Management, Solution Architecture, Scrum, Weblogic
Education
Harvard University 1988 — 1990
M.S., Computer Science
AGH University of Science and Technology 1977 — 1982
M.S., Automatic System Control/IEEE
TIAA-CREF March 2012 - Present
Merrill Lynch 2010 - 2012
Fidelity Investments July 1996 - February 2009
Fidelity Investments 2001 - 2003
Fidelity Investments July 1996 - 2001
Harvard University 1986 - July 1996
Harvard University 1983 - 1986
Skills
PHP, Software Development, Perl, Agile Methodologies, Application Architecture, Enterprise Architecture, Unix, Java, Websphere, SDLC, Web Applications, Architecture, Integration, Cloud Computing, SOA, Operating Systems, Solaris, Java Enterprise Edition, Software Design, System Architecture, Security, Tomcat, Software Project..., XML, Requirements Analysis, Web Services, Agile Project Management, Solution Architecture, Scrum, Weblogic
Education
Harvard University 1988 — 1990
M.S., Computer Science
AGH University of Science and Technology 1977 — 1982
M.S., Automatic System Control/IEEE
Angela Loiselle's Merrill Lynch Experience August 2008 - July 2011
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America November 2011 - Present
Merrill Lynch August 2008 - July 2011
University of West Florida, Haas Center 2005 - 2008
Internal Revenue Servce 2003 - 2004
Skills
Leadership, Entrepreneurship, Public Speaking
Education
University of West Florida - College of Business 2001 — 2003
MBA
Agnes Scott College
B.A.
Series 7 and 66 licenses; Florida 2-15 Insurance license
Modern Woodmen of America November 2011 - Present
Merrill Lynch August 2008 - July 2011
University of West Florida, Haas Center 2005 - 2008
Internal Revenue Servce 2003 - 2004
Skills
Leadership, Entrepreneurship, Public Speaking
Education
University of West Florida - College of Business 2001 — 2003
MBA
Agnes Scott College
B.A.
Series 7 and 66 licenses; Florida 2-15 Insurance license
Val Litichevsky, CPA's Merrill Lynch Experience 1989 - 1998
Job Director of Client Service RGP
Industry Accounting
Experience
RGP 2014 - Present
GE Capital 2012 - 2015
Resources Global Professionals 2003 - March 2014
Prudential Financial 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
SEC filings, Finance, Strategy, Asset Managment, Leadership, Account Reconciliation, Strategic Financial..., Mergers, Financial Services, Mergers & Acquisitions, Process Improvement, Accounting, Management, Management Consulting, Project Management, Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Albright College 1981 — 1985
BS, Accounting
RGP 2014 - Present
GE Capital 2012 - 2015
Resources Global Professionals 2003 - March 2014
Prudential Financial 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
SEC filings, Finance, Strategy, Asset Managment, Leadership, Account Reconciliation, Strategic Financial..., Mergers, Financial Services, Mergers & Acquisitions, Process Improvement, Accounting, Management, Management Consulting, Project Management, Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Albright College 1981 — 1985
BS, Accounting
Charmaigne Cross's Merrill Lynch Experience 2006 - 2008
Job Vice President/Trust Consultant at Bank of America
Industry Financial Services
Experience
Bank of America January 2008 - January 2010
Merrill Lynch 2006 - 2008
Wachovia 1998 - 2006
SunTrust Bank 1993 - 1998
Fleet 1986 - 1993
Education
Northwestern University 1989 — 1991
National Graduate Trust School
Wellesley College 1982 — 1985
BA, Political Science/English
Albertus Magnus College 1981 — 1982
Political Science/English
Notre Dame Academy 1977 — 1981
High School
Bank of America January 2008 - January 2010
Merrill Lynch 2006 - 2008
Wachovia 1998 - 2006
SunTrust Bank 1993 - 1998
Fleet 1986 - 1993
Education
Northwestern University 1989 — 1991
National Graduate Trust School
Wellesley College 1982 — 1985
BA, Political Science/English
Albertus Magnus College 1981 — 1982
Political Science/English
Notre Dame Academy 1977 — 1981
High School
Rachel Schiffman's Merrill Lynch Experience November 2006 - July 2008
Job MBA student at Arcadia University
Industry Financial Services
Experience
Arcadia University January 2009 - Present
Merrill Lynch November 2006 - July 2008
Education
Arcadia University 2009 — 2010
Business, MBA
Albright College 2002 — 2006
BA, Political Science
Arcadia University January 2009 - Present
Merrill Lynch November 2006 - July 2008
Education
Arcadia University 2009 — 2010
Business, MBA
Albright College 2002 — 2006
BA, Political Science
Matthew Levine's Merrill Lynch Experience August 2007 - March 2009
Job KCG
Industry Financial Services
Experience
KCG Holdings, Inc. April 2009 - Present
Merrill Lynch August 2007 - March 2009
Citigroup 2004 - 2007
NYSE June 1998 - July 2004
Singer Frumento LLP October 1996 - May 1998
New York County District Attorney's Office August 1991 - September 1996
Skills
Litigation, Equities, Securities, Fixed Income, Prime Brokerage, FINRA, AML, Securities Regulation, Legal Consulting, Arbitration, Capital Markets, Broker-Dealer, Financial Regulation, Derivatives
Education
Albany Law School of Union University 1988 — 1991
JD, Law
University at Albany, SUNY 1984 — 1988
KCG Holdings, Inc. April 2009 - Present
Merrill Lynch August 2007 - March 2009
Citigroup 2004 - 2007
NYSE June 1998 - July 2004
Singer Frumento LLP October 1996 - May 1998
New York County District Attorney's Office August 1991 - September 1996
Skills
Litigation, Equities, Securities, Fixed Income, Prime Brokerage, FINRA, AML, Securities Regulation, Legal Consulting, Arbitration, Capital Markets, Broker-Dealer, Financial Regulation, Derivatives
Education
Albany Law School of Union University 1988 — 1991
JD, Law
University at Albany, SUNY 1984 — 1988
Susan Bartashus's Merrill Lynch Experience April 2008 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Southeast Frozen Foods June 2009 - Present
Merrill Lynch April 2008 - November 2008
Education
Allegheny College 1986 — 1990
B.S., Mathematics
Southeast Frozen Foods June 2009 - Present
Merrill Lynch April 2008 - November 2008
Education
Allegheny College 1986 — 1990
B.S., Mathematics
Kim Bonanni's Merrill Lynch Experience October 2009 - Present
Job Vice President at Banc of America Investments
Industry Investment Management
Experience
Merrill Lynch October 2009 - Present
Banc of America Investments May 2003 - October 2009
Education
Albright College 1988 — 1992
BA, Finance
Merrill Lynch October 2009 - Present
Banc of America Investments May 2003 - October 2009
Education
Albright College 1988 — 1992
BA, Finance
William Yarbenet's Merrill Lynch Experience 2000 - 2002
Job Financial Executive with Credit, Treasury and Finance Expertise
Industry Banking
Experience
Goldman Sachs Bank USA January 2004 - April 2009
Merrill Lynch 2000 - 2002
Merrill Lynch Bank & Trust Co. 1996 - 2000
Education
Rutgers University – Camden 1980 — 1982
MBA, Management
Allegheny College 1976 — 1980
BS, Economics
Goldman Sachs Bank USA January 2004 - April 2009
Merrill Lynch 2000 - 2002
Merrill Lynch Bank & Trust Co. 1996 - 2000
Education
Rutgers University – Camden 1980 — 1982
MBA, Management
Allegheny College 1976 — 1980
BS, Economics
Eric Hecht's Merrill Lynch Experience January 1997 - January 2003
Job Epidemiologist
Industry Research
Experience
University of Miami, Miller School of Medicine September 2011 - Present
Merrill Lynch January 1997 - January 2003
Morgan Stanley August 1992 - January 1997
Skills
Public Health, Clinical Trials, Life Sciences, Biotechnology, Clinical Research, chess, ping pong
Education
University of Miami Leonard M. Miller School of Medicine 2010 — 2011
Master's degree, Public Health
Albert Einstein College of Medicine of Yeshiva University 1986 — 1990
MD, Medicine
Touro College 1982 — 1985
BS, Health Sciences
McGill University
University of Miami, Miller School of Medicine September 2011 - Present
Merrill Lynch January 1997 - January 2003
Morgan Stanley August 1992 - January 1997
Skills
Public Health, Clinical Trials, Life Sciences, Biotechnology, Clinical Research, chess, ping pong
Education
University of Miami Leonard M. Miller School of Medicine 2010 — 2011
Master's degree, Public Health
Albert Einstein College of Medicine of Yeshiva University 1986 — 1990
MD, Medicine
Touro College 1982 — 1985
BS, Health Sciences
McGill University
Philip Villani's Merrill Lynch Experience 1980 - 2003
Job Human Resources Director at Long Island Automotive Group
Industry Automotive
Experience
Long Island Automotive Group Inc. Affiliate of Marubeni America Corp. August 2010 - Present
Covenant Aviation Security March 2009 - July 2010
Adelphi University 2009 - 2010
HMS Host, Inc. 2006 - 2009
Global Performance Solutions, Inc. 2003 - 2006
Merrill Lynch 1980 - 2003
Skills
Performance Management, Recruiting, Leadership Development, Strategic Planning, Change Management, Organizational..., Employee Relations, Labor Relations, Contract Negotiation, Coaching, HR Policies, Employment Law, Compliance, Talent Management, Leadership, Vendor Management, Human Resources, Training, Onboarding, Management, Performance Appraisal, Succession Planning, Employee Engagement, HRIS, Personnel Management, Deferred Compensation, Talent Acquisition, Employee Benefits, Applicant Tracking..., Benefits Administration, HR Transformation, Workforce Planning, Employer Branding, College Recruiting, Organizational Design, Temporary Placement, Interviews, Career Development, Employee Training, Industrial Relations, Organizational..., Sourcing, HR Consulting, Technical Recruiting, Internet Recruiting, PeopleSoft, Screening Resumes, Benefits Negotiation, Payroll, Resume Writing
Education
Adelphi University
Master of Business Administration (M.B.A.), Management and Human Resources
Widener University
Bachelor of Arts (BA), Behavioral Sciences and Organizational Psychology
Long Island Automotive Group Inc. Affiliate of Marubeni America Corp. August 2010 - Present
Covenant Aviation Security March 2009 - July 2010
Adelphi University 2009 - 2010
HMS Host, Inc. 2006 - 2009
Global Performance Solutions, Inc. 2003 - 2006
Merrill Lynch 1980 - 2003
Skills
Performance Management, Recruiting, Leadership Development, Strategic Planning, Change Management, Organizational..., Employee Relations, Labor Relations, Contract Negotiation, Coaching, HR Policies, Employment Law, Compliance, Talent Management, Leadership, Vendor Management, Human Resources, Training, Onboarding, Management, Performance Appraisal, Succession Planning, Employee Engagement, HRIS, Personnel Management, Deferred Compensation, Talent Acquisition, Employee Benefits, Applicant Tracking..., Benefits Administration, HR Transformation, Workforce Planning, Employer Branding, College Recruiting, Organizational Design, Temporary Placement, Interviews, Career Development, Employee Training, Industrial Relations, Organizational..., Sourcing, HR Consulting, Technical Recruiting, Internet Recruiting, PeopleSoft, Screening Resumes, Benefits Negotiation, Payroll, Resume Writing
Education
Adelphi University
Master of Business Administration (M.B.A.), Management and Human Resources
Widener University
Bachelor of Arts (BA), Behavioral Sciences and Organizational Psychology
Kirk Rhoades's Merrill Lynch Experience January 2006 - Present
Job Securitization Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
National City Bank April 2004 - January 2006
Education
Robert Morris University 2005 — 2007
MBA, Business Administration
Allegheny College 1999 — 2003
BA, Managerial Economics
Merrill Lynch January 2006 - Present
National City Bank April 2004 - January 2006
Education
Robert Morris University 2005 — 2007
MBA, Business Administration
Allegheny College 1999 — 2003
BA, Managerial Economics
Sean J. Sullivan's Merrill Lynch Experience June 1993 - March 2000
Job Nationwide Sales manager at Redyref
Industry Information Technology and Services
Experience
Redyref February 2010 - Present
Core Technology Solutions January 2009 - February 2010
Merrill Lynch June 1993 - March 2000
Education
Adelphi University 1988 — 2003
Finance, Business Admin, Finance
Redyref February 2010 - Present
Core Technology Solutions January 2009 - February 2010
Merrill Lynch June 1993 - March 2000
Education
Adelphi University 1988 — 2003
Finance, Business Admin, Finance
Kelly Deffke's Merrill Lynch Experience 1991 - 1993
Job HR Coordinator
Industry Paper & Forest Products
Experience
Vondrehle Corp September 2015 - Present
Martin Starnes & Associates, CPAs, P.A. August 2013 - September 2015
Corinth Weekday Preschool April 2007 - February 2014
Sylvan Learning Center August 2005 - July 2012
GE Network Solutions January 2001 - August 2002
FlightSafety Services Corporation June 1997 - November 2000
FMI January 1995 - June 1997
Merrill Lynch 1991 - 1993
Skills
Teaching, Small Business, Customer Service, Office Administration, Network Administration, Event Planning, Community Outreach, Fundraising, Training
Education
Alma College 1986 — 1990
BA, Business Administration
Alma College 1986 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
Vondrehle Corp September 2015 - Present
Martin Starnes & Associates, CPAs, P.A. August 2013 - September 2015
Corinth Weekday Preschool April 2007 - February 2014
Sylvan Learning Center August 2005 - July 2012
GE Network Solutions January 2001 - August 2002
FlightSafety Services Corporation June 1997 - November 2000
FMI January 1995 - June 1997
Merrill Lynch 1991 - 1993
Skills
Teaching, Small Business, Customer Service, Office Administration, Network Administration, Event Planning, Community Outreach, Fundraising, Training
Education
Alma College 1986 — 1990
BA, Business Administration
Alma College 1986 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
Janet Hawkins's Merrill Lynch Experience June 2009 - April 2011
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Hatim Aiad's Merrill Lynch Experience March 1998 - December 1999
Job Sr. Software Engineer
Industry Computer Software
Experience
Microsoft June 2008 - Present
Microsoft June 2005 - May 2008
Microsoft January 2003 - May 2005
Microsoft January 2000 - December 2002
Merrill Lynch March 1998 - December 1999
Prudential Financial January 1997 - February 1998
J.P. Morgan May 1995 - December 1997
Arab Maritime Petroleum Transport Company (OAPEC) June 1993 - April 1995
IBM February 1992 - May 1993
Saudisoft August 1990 - January 1992
Skills
Software Development, Software Engineering, Distributed Systems, Software Design, Cloud Computing, Mobile Applications, Software Project..., Test Automation, Agile Methodologies, Windows Azure, .NET, C#, C, REST, WCF, XML, Scrum, JavaScript, CSS Javascript, Win32 API, ASP.NET AJAX, Entity Framework, SQL, Sybase, SQL DB2, OLAP, Data Warehousing, Business Strategy, Business Intelligence, International Project..., Globalization, Localization
Education
Stevens Institute of Technology 1998 — 2001
Master of Engineering (M.Eng.), Computer Engineering
Ain Shams University 1986 — 1990
Bachelor of Science (BSc), Computer Science & Pure Math
Microsoft June 2008 - Present
Microsoft June 2005 - May 2008
Microsoft January 2003 - May 2005
Microsoft January 2000 - December 2002
Merrill Lynch March 1998 - December 1999
Prudential Financial January 1997 - February 1998
J.P. Morgan May 1995 - December 1997
Arab Maritime Petroleum Transport Company (OAPEC) June 1993 - April 1995
IBM February 1992 - May 1993
Saudisoft August 1990 - January 1992
Skills
Software Development, Software Engineering, Distributed Systems, Software Design, Cloud Computing, Mobile Applications, Software Project..., Test Automation, Agile Methodologies, Windows Azure, .NET, C#, C, REST, WCF, XML, Scrum, JavaScript, CSS Javascript, Win32 API, ASP.NET AJAX, Entity Framework, SQL, Sybase, SQL DB2, OLAP, Data Warehousing, Business Strategy, Business Intelligence, International Project..., Globalization, Localization
Education
Stevens Institute of Technology 1998 — 2001
Master of Engineering (M.Eng.), Computer Engineering
Ain Shams University 1986 — 1990
Bachelor of Science (BSc), Computer Science & Pure Math
Scott Parsons's Merrill Lynch Experience 2004 - 2006
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2013 - Present
BMO Harris Bank June 2008 - July 2013
Monroe Capital 2006 - 2008
Merrill Lynch 2004 - 2006
LaSalle Bank 2001 - 2004
Michigan National Bank / National Australia Bank 1996 - 2000
Skills
Middle Market, Capital Markets, Private Equity, Corporate Finance, Debt, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Portfolio Management, Credit Analysis, Financial Institutions, Credit, Commercial Banking, Banking, Structured Finance, Commercial Lending, Financial Analysis, Asset Based Lending, Syndications
Education
Albion College 1988 — 1992
B.A., Economics / Finance
J.P. Morgan August 2013 - Present
BMO Harris Bank June 2008 - July 2013
Monroe Capital 2006 - 2008
Merrill Lynch 2004 - 2006
LaSalle Bank 2001 - 2004
Michigan National Bank / National Australia Bank 1996 - 2000
Skills
Middle Market, Capital Markets, Private Equity, Corporate Finance, Debt, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Portfolio Management, Credit Analysis, Financial Institutions, Credit, Commercial Banking, Banking, Structured Finance, Commercial Lending, Financial Analysis, Asset Based Lending, Syndications
Education
Albion College 1988 — 1992
B.A., Economics / Finance
Christine Stinton's Merrill Lynch Experience May 1996 - November 1999
Job Dentist self employed
Industry Health, Wellness and Fitness
Experience
Dentist - self employed May 2006 - Present
Bear Stearns November 1999 - February 2002
Merrill Lynch May 1996 - November 1999
ING DIRECT May 1995 - May 1996
Skills
Team Building, Customer Service
Education
Albert Einstein College of Medicine of Yeshiva University 2006 — 2007
Dental Residency Programs
Temple University - Kornberg School of Dentistry 2002 — 2006
DMD, Dental
University of Delaware 1988 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
Dentist - self employed May 2006 - Present
Bear Stearns November 1999 - February 2002
Merrill Lynch May 1996 - November 1999
ING DIRECT May 1995 - May 1996
Skills
Team Building, Customer Service
Education
Albert Einstein College of Medicine of Yeshiva University 2006 — 2007
Dental Residency Programs
Temple University - Kornberg School of Dentistry 2002 — 2006
DMD, Dental
University of Delaware 1988 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
Catherine Bohusz's Merrill Lynch Experience January 2000 - November 2002
Job Cruise Consultant
Industry Leisure, Travel & Tourism
Experience
Expedia Cruise Ship Centers 2010 - Present
Florida Hosptal March 2008 - October 2011
Bank of America January 2003 - August 2005
Merrill Lynch January 2000 - November 2002
Edward Jones February 1997 - January 2000
Entertainment Publications January 1985 - January 1997
Entertainment Promotions 1984 - 1997
United States Recreational Ski Association August 1982 - January 1985
Skills
Fundraising, Customer Service, Coaching, Sales, Team Building, Training, Public Speaking, Account Management, Sales Management, Microsoft Office, Event Planning, Customer Retention, Strategic Planning, Marketing, Microsoft Excel, Advertising
Education
Florida Hospital College of Health Sciences 2006 — 2008
Bachelor of Science Nursing
Valencia Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Sierra Vista High School 1963 — 1967
Expedia Cruise Ship Centers 2010 - Present
Florida Hosptal March 2008 - October 2011
Bank of America January 2003 - August 2005
Merrill Lynch January 2000 - November 2002
Edward Jones February 1997 - January 2000
Entertainment Publications January 1985 - January 1997
Entertainment Promotions 1984 - 1997
United States Recreational Ski Association August 1982 - January 1985
Skills
Fundraising, Customer Service, Coaching, Sales, Team Building, Training, Public Speaking, Account Management, Sales Management, Microsoft Office, Event Planning, Customer Retention, Strategic Planning, Marketing, Microsoft Excel, Advertising
Education
Florida Hospital College of Health Sciences 2006 — 2008
Bachelor of Science Nursing
Valencia Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Sierra Vista High School 1963 — 1967
Robert Nadherny's Merrill Lynch Experience January 2011 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
BNY Mellon Wealth Management April 2008 - January 2011
Putnam Investments 1988 - 2008
Skills
Alternative Investments, Asset Managment, Series 7, Mutual Funds, Series 63, Series 24
Education
Alfred University 1981 — 1985
Merrill Lynch January 2011 - Present
BNY Mellon Wealth Management April 2008 - January 2011
Putnam Investments 1988 - 2008
Skills
Alternative Investments, Asset Managment, Series 7, Mutual Funds, Series 63, Series 24
Education
Alfred University 1981 — 1985
Michael Niro's Merrill Lynch Experience May 1983 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1983 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investments, Securities, Retirement, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies, FINRA
Education
Albright College 1978 — 1982
Bachelor of Science Business Administration, Business
Chatham Boro High School 1974 — 1978
Our Lady of All Souls 1964 — 1974
Merrill Lynch May 1983 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investments, Securities, Retirement, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies, FINRA
Education
Albright College 1978 — 1982
Bachelor of Science Business Administration, Business
Chatham Boro High School 1974 — 1978
Our Lady of All Souls 1964 — 1974
jane strachan's Merrill Lynch Experience 1993 - 1999
Job Global Director at AIG
Industry Legal Services
Experience
AIG, Inc. June 2011 - Present
Citigroup November 1999 - January 2010
NYU, School of Continuing and Professional Studies January 2004 - December 2006
Merrill Lynch 1993 - 1999
Slater, Sandler & Shulman, PC 1990 - 1993
Skills
Privacy Law, Contract Negotiation, Risk Management, Vendor Management, Negotiation, Intellectual Property, People-focused manager., Process Improvement, Change Management, Strategic Sourcing, Telecommunications, Strategy, Outsourcing, Mergers & Acquisitions, Information Security, Contract Management, Corporate Governance, Management, Information Technology, Licensing, Business Process..., Data Privacy, Financial Services, Analysis, Finance, Leadership, Program Management
Education
Albertus Magnus College
B.A.
Benjamin N. Cardozo School of Law, Yeshiva University
LLM
Emerson College
M.A.
Quinnipiac University School of Law
J.D.
AIG, Inc. June 2011 - Present
Citigroup November 1999 - January 2010
NYU, School of Continuing and Professional Studies January 2004 - December 2006
Merrill Lynch 1993 - 1999
Slater, Sandler & Shulman, PC 1990 - 1993
Skills
Privacy Law, Contract Negotiation, Risk Management, Vendor Management, Negotiation, Intellectual Property, People-focused manager., Process Improvement, Change Management, Strategic Sourcing, Telecommunications, Strategy, Outsourcing, Mergers & Acquisitions, Information Security, Contract Management, Corporate Governance, Management, Information Technology, Licensing, Business Process..., Data Privacy, Financial Services, Analysis, Finance, Leadership, Program Management
Education
Albertus Magnus College
B.A.
Benjamin N. Cardozo School of Law, Yeshiva University
LLM
Emerson College
M.A.
Quinnipiac University School of Law
J.D.
Louis-Jacques Tanguy's Merrill Lynch Experience August 2006 - November 2008
Job Head of CB&S Finance America / Global Finance Director FIC at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2015 - Present
Deutsche Bank August 2012 - Present
Deutsche Bank May 2011 - July 2012
Deutsche Bank January 2009 - July 2012
Merrill Lynch August 2006 - November 2008
Société Générale January 2001 - July 2006
Education
Aix-Marseille Université
PhD, Finance
Aix-Marseille Université
MSc, Finance
Deutsche Bank January 2015 - Present
Deutsche Bank August 2012 - Present
Deutsche Bank May 2011 - July 2012
Deutsche Bank January 2009 - July 2012
Merrill Lynch August 2006 - November 2008
Société Générale January 2001 - July 2006
Education
Aix-Marseille Université
PhD, Finance
Aix-Marseille Université
MSc, Finance
Vaughn Johnson's Merrill Lynch Experience August 2011 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Occupations, Inc. March 2013 - Present
Bank of America March 2012 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Personal Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Estate Planning, Investment Banking, Employee Benefits
Education
Alfred State College - SUNY College of Technology 2006 — 2011
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Occupations, Inc. March 2013 - Present
Bank of America March 2012 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Personal Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Estate Planning, Investment Banking, Employee Benefits
Education
Alfred State College - SUNY College of Technology 2006 — 2011
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Nick Girard's Merrill Lynch Experience April 2008 - March 2010
Job Relationship Manager at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group September 2014 - Present
NASDAQ OMX July 2013 - August 2014
BGC Partners July 2010 - July 2013
Merrill Lynch April 2008 - March 2010
Education
Allegheny College
Bachelor's degree, Economics
Clark Capital Management Group September 2014 - Present
NASDAQ OMX July 2013 - August 2014
BGC Partners July 2010 - July 2013
Merrill Lynch April 2008 - March 2010
Education
Allegheny College
Bachelor's degree, Economics
Chris Billings's Merrill Lynch Experience June 2005 - December 2007
Job Vice President, Regional Portfolio Manager at BB&T
Industry Investment Management
Experience
BB&T February 2008 - Present
Merrill Lynch June 2005 - December 2007
CRB Capital March 1996 - March 2003
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Portfolio..., Asset Allocation, Equity Management, Fixed Income Portfolio..., Alternative Investments, Risk Management, New Business Development, Financial Analysis, Model Portfolios, Investment Advisory, Trust Management, Economics, Macroeconomics, Investment Policy..., Public Speaking
Education
Eastern Michigan University 1993 — 1994
MBA, Finance
Albion College 1984 — 1988
BA, Economics
Ann Arbor Pioneer High School
BB&T February 2008 - Present
Merrill Lynch June 2005 - December 2007
CRB Capital March 1996 - March 2003
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Portfolio..., Asset Allocation, Equity Management, Fixed Income Portfolio..., Alternative Investments, Risk Management, New Business Development, Financial Analysis, Model Portfolios, Investment Advisory, Trust Management, Economics, Macroeconomics, Investment Policy..., Public Speaking
Education
Eastern Michigan University 1993 — 1994
MBA, Finance
Albion College 1984 — 1988
BA, Economics
Ann Arbor Pioneer High School
Lori Freeland-Morris's Merrill Lynch Experience 1989 - 1994
Job Controller at Morris Engineering, LLC
Industry Civil Engineering
Experience
Morris Engineering, LLC January 2008 - Present
Torsilieri, Inc. 1994 - 2004
Merrill Lynch 1989 - 1994
J.H. Cohn LLP 1984 - 1989
Skills
Microsoft Excel, Budgets, Construction
Education
Albright College 1980 — 1984
Bachelor of Science (BS), Accounting
Morris Engineering, LLC January 2008 - Present
Torsilieri, Inc. 1994 - 2004
Merrill Lynch 1989 - 1994
J.H. Cohn LLP 1984 - 1989
Skills
Microsoft Excel, Budgets, Construction
Education
Albright College 1980 — 1984
Bachelor of Science (BS), Accounting
Richard Cusworth's Merrill Lynch Experience 1983 - 1986
Job Contractor at Educational Testing Service
Industry Computer Software
Experience
Educational Testing Service October 2007 - Present
En Unison, Inc. July 2001 - Present
Harris Interactive October 2001 - October 2007
Nesbit Systems, Inc May 1994 - October 2001
CBS, Inc February 1990 - May 1994
First Boston Corporation 1986 - 1990
Merrill Lynch 1983 - 1986
CBS, Inc 1980 - 1983
Health Systems Agency of New York 1978 - 1980
Education
Columbia University in the City of New York 1974 — 1978
MA, Psychology
Alfred University 1971 — 1974
BA, Psychology
Educational Testing Service October 2007 - Present
En Unison, Inc. July 2001 - Present
Harris Interactive October 2001 - October 2007
Nesbit Systems, Inc May 1994 - October 2001
CBS, Inc February 1990 - May 1994
First Boston Corporation 1986 - 1990
Merrill Lynch 1983 - 1986
CBS, Inc 1980 - 1983
Health Systems Agency of New York 1978 - 1980
Education
Columbia University in the City of New York 1974 — 1978
MA, Psychology
Alfred University 1971 — 1974
BA, Psychology
Belinda Stapley's Merrill Lynch Experience February 1983 - March 1997
Job Advertising Sales
Industry Commercial Real Estate
Experience
Commercial Magazines, Inc. 2002 - 2004
McGrawHill-Sweet's Division March 1997 - August 2002
Merrill Lynch February 1983 - March 1997
Skills
Customer Service, Inside Sales, Horses
Education
Albion College 1979 — 1982
Bachelor of Arts (B.A.), Economics & English
Commercial Magazines, Inc. 2002 - 2004
McGrawHill-Sweet's Division March 1997 - August 2002
Merrill Lynch February 1983 - March 1997
Skills
Customer Service, Inside Sales, Horses
Education
Albion College 1979 — 1982
Bachelor of Arts (B.A.), Economics & English
McNeilly Anthony's Merrill Lynch Experience September 2009 - January 2010
Job Service Account Executive at Honeywell Building Solutions
Industry Facilities Services
Experience
Honeywell Building Solutions December 2011 - Present
HEP Sales January 2010 - November 2011
Merrill Lynch September 2009 - January 2010
84 Lumber September 2005 - August 2009
Skills
Business Development, Management, New Business Development, Sales, Contract Negotiation, Customer Service, Project Management, Leadership
Education
Elmira College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Alfred University 1999 — 2001
Horseheads High School 1995 — 1999
Honeywell Building Solutions December 2011 - Present
HEP Sales January 2010 - November 2011
Merrill Lynch September 2009 - January 2010
84 Lumber September 2005 - August 2009
Skills
Business Development, Management, New Business Development, Sales, Contract Negotiation, Customer Service, Project Management, Leadership
Education
Elmira College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Alfred University 1999 — 2001
Horseheads High School 1995 — 1999
Stephen Dane, CIMA®'s Merrill Lynch Experience April 2004 - June 2008
Job Director, National Accounts at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2008 - Present
Merrill Lynch April 2004 - June 2008
MetLife January 2001 - April 2004
Smith Barney Asset Management August 1999 - January 2001
Skills
Separately Managed..., Investments, Portfolio Management, Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Equities, Fixed Income, Wealth Management, Hedge Funds, Series 7, Series 65, Strategy, Due Diligence, Risk Management, Financial Markets, Leadership, Business Development
Education
Rutgers University 1993 — 1997
Bachelor of Arts (B.A.)
Albright College 1992 — 1993
Matawan Regional High School
Allianz Global Investors June 2008 - Present
Merrill Lynch April 2004 - June 2008
MetLife January 2001 - April 2004
Smith Barney Asset Management August 1999 - January 2001
Skills
Separately Managed..., Investments, Portfolio Management, Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Equities, Fixed Income, Wealth Management, Hedge Funds, Series 7, Series 65, Strategy, Due Diligence, Risk Management, Financial Markets, Leadership, Business Development
Education
Rutgers University 1993 — 1997
Bachelor of Arts (B.A.)
Albright College 1992 — 1993
Matawan Regional High School
Donna Conkle's Merrill Lynch Experience May 1993 - June 2002
Job
Industry Financial Services
Experience
Merrill Lynch May 1993 - June 2002
Skills
Microsoft Office, Research, Customer Service, Strategic Planning, Management, Leadership, Sales, Public Speaking, Social Media, Project Management, Nonprofits, Event Planning
Education
Albright College 1981 — 1985
Bachelor's degree, Business-Psychology
Merrill Lynch May 1993 - June 2002
Skills
Microsoft Office, Research, Customer Service, Strategic Planning, Management, Leadership, Sales, Public Speaking, Social Media, Project Management, Nonprofits, Event Planning
Education
Albright College 1981 — 1985
Bachelor's degree, Business-Psychology
Elizabeth McNichol's Merrill Lynch Experience April 1997 - December 1998
Job Chief Operating Officer at Rabobank North America Wholesale
Industry Financial Services
Experience
Rabobank North America Wholesale December 1998 - October 2015
Merrill Lynch April 1997 - December 1998
Lehman Brothers August 1993 - April 1997
Prudential Insurance August 1989 - August 1993
Skills
Banking, Risk Management
Education
Albright College 1985 — 1989
Bachelor’s Degree, Mathematics
Rabobank North America Wholesale December 1998 - October 2015
Merrill Lynch April 1997 - December 1998
Lehman Brothers August 1993 - April 1997
Prudential Insurance August 1989 - August 1993
Skills
Banking, Risk Management
Education
Albright College 1985 — 1989
Bachelor’s Degree, Mathematics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank