Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Hudson & Luros, LLP June 2008 - Present
Merrill Lynch November 2007 - June 2008
The Schinner Law Group January 2007 - April 2007
Osborne Clarke Denmark May 2006 - June 2006
Brooke Oliver Law Group October 2005 - December 2005
Glenn Patent Group August 2005 - October 2005
Tenderloin Housing Clinic May 2005 - August 2005
Qualys, Inc. March 2002 - August 2004
Check Point Software Technologies, LTD 2001 - 2002
Xpede, Inc. 2000 - 2001
Skills
Business Formation, Operation, Litigation, Intellectual Property, Estate Planning, Systems, Management, Business Advisory, Commercial Litigation, Civil Litigation, Non-profits, Legal Writing, Danish, Legal Research, Legal Advice, Copyright Law, Trials, Nonprofits, Mergers & Acquisitions, Trademarks, Due Diligence, Property Law, Arbitration, Joint Ventures, Mediation
Education
Golden Gate University, School of Law 2004 — 2007
JD, Intellectual Property, International Law
Københavns Universitet 2006 — 2006
International Law and Legal Studies
Carnegie Mellon University 2002 — 2003
UC Berkeley 1996 — 1999
BA, Cognitive Science - Computer Science
Esbjerg Gymnasium 1994 — 1995
OliverMcMillan February 2015 - Present
Janet Hendel Shores October 2009 - February 2015
P3 Management LLC August 2014 - December 2014
Freelance Writer February 2013 - June 2014
NAMI Hawaii 2012 - 2013
Charles Pankow Builders 2006 - 2009
Hawaiian Shores Development 2003 - 2006
David L. Shores Development 2000 - 2004
Childhaven 1997 - 1998
Merrill Lynch 1994 - 1997
Skills
Construction, Real Estate Development, Budgets, Project Management, Community Outreach, Nonprofits, Strategic Communications, Program Management, Public Relations, Psychology, Proposal Writing, Writing, Finance, Sales, Public Speaking, Gifted Children, Children Issues, Adolescents, Mental Illness, Travel, International, Investments, Military Families, Team Building
Education
Capella University 2011 — 2014
Master of Science (MS), Child and Adolescent Development, 4.0, Graduated with Distinction
Webster University 1988 — 1990
Literature and Language with Writing as a Profession, Writing, General, 3.5
Nerinx Hall
Nerinx Hall
Carpenter & Company June 2014 - August 2014
Dalton Investments January 2014 - May 2014
Sandler O'Neill April 2013 - June 2013
Sandler O'Neill & Partners, L.P. April 2010 - April 2013
LP Capital Advisors October 2008 - March 2010
Angeleno Group June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
Bachelor of Science (B.S.), Business Administration with a concentration in Finance & Entrepreneurship
Jakarta International School 1991 — 2004
Skilled Science 2013 - Present
RightPond May 2014 - Present
Carnegie Mellon University 2002 - Present
Hg Analytics 2007 - 2012
Carnegie Mellon University 2001 - 2008
Zambeel, Inc. 2000 - 2001
Comdisco Ventures 1997 - 2000
Morgan Stanley 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
International Management, Global Business..., International Economics, International Finance, Emerging Markets, New Venture Creation, Venture Development, Quantitative Finance, Machine Learning, Investor Relations, Hedge Funds, Venture Finance, Sales Management, New Business Acquisition, Venture Financing, Economics, Venture Capital, Emerging Growth..., International Business, Fund Formation, Universities, Funding, Corporate University, Entrepreneurship, International Sales, New Business Generation, New Venture Development, New Business Development, Financial Modeling, Quantitative Analytics, Natural Language..., Computational..., Financial Services, Public Speaking, Corporate Partnership..., Corporate Development, Academic Administration, Mathematical Statistics, Management, Leadership, Strategic Partnerships, Emerging Technologies, Mathematical Modeling, Algorithms, Start-ups, Software Engineering, Big Data, Artificial Intelligence, Statistics, Data Mining
Education
Stanford University 2007 — 2008
Matriculated (toward M.S.), but not completed, Financial Mathematics (Statistics)
Carnegie Mellon University
Doctor of Philosophy (Ph.D.), Computer Science & Economics (Computational Economics)
Carnegie Mellon University
M.S., Computer Science
Carnegie Mellon University
B.S., Computer Science & Economics (Managerial Economics)
University of Washington
Katen Consulting, LLC 2001 - Present
Merrill Lynch 1999 - 2001
Skills
Event Management, Presentation Coaching, Communication Skills, Business Etiquette, Professional..., Professional..., Career Skills, Executive Coaching, Staff Development, Entrepreneurship, Training, Public Speaking, Management, Program Management, Networking, Start-ups, Leadership, Leadership Development, Consulting, Coaching, New Business Development, Small Business, Time Management, Nonprofits, Etiquette, Strategy
Education
Protocol School of Washington
Carnegie Mellon University
Chatham University
Neopost June 2015 - Present
Horizon Media December 2014 - June 2015
Wells Fargo Advisors July 2013 - December 2014
Merrill Lynch September 2012 - January 2013
First City Bank March 2012 - October 2012
Engauge (US) May 2012 - September 2012
Capital University September 2010 - May 2012
Chick-fil-A 2011 - March 2012
Phi Kappa Psi Fraternity December 2010 - August 2011
Capital University September 2009 - May 2010
Skills
Social Media, Marketing, Customer Service, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Social Networking, Teamwork, Event Planning, Investments, Financial Analysis, Community Outreach, Email Marketing, Online Marketing, Outlook, Marketing Research, Marketing Strategy, Advertising, Entrepreneurship, Research, Stock Market Analysis, Market Research, Microsoft Office
Education
Capital University 2009 — 2013
Bachelor of Arts, Marketing, Finance, Psychology
Reynoldsburg High School 2006 — 2009
Wise Education International February 2012 - Present
ICT Radiotheraphy Group October 2008 - January 2012
Pacific Northwest Advisor January 2007 - August 2008
Merrill Lynch June 2007 - September 2007
Chinese Business Center January 2003 - February 2005
Canadian College of Business & Computers January 2002 - December 2002
Embassy of Argentina February 1998 - September 2000
ACWF & China Organizing Committee July 1994 - January 1996
Skills
Business Intelligence, International Business, Venture Capital, Business Strategy, Entrepreneurship, International Marketing, Private Equity, Market Research, Business Planning, Risk Management, Mergers
Education
Seattle University 2006 — 2008
MBA, Finance, International Business
Capital Normal University 1990 — 1994
BA, Spanish, Latin American Literature
Lumeta Corporation May 2013 - Present
Fitness Factory Gym & Fitness November 2014 - Present
Prudential Financial March 2011 - May 2013
Lumeta Corporation February 2010 - July 2010
LivYoga October 2008 - March 2010
ADP October 2007 - February 2010
Daedalus Group, LLC March 2001 - October 2007
Software Experts, Inc. August 2000 - February 2001
Merrill Lynch October 1993 - August 2000
M. F. Smith & Associates, Inc. June 1993 - August 1993
Skills
Content Development, Content Management, Technical Documentation, User Experience Design, Information Architecture, Technical Writing, Yoga, Editorial, Copywriting, Training, Copy Editing, Content Strategy, Instructional Design, Cross-functional Team..., Confluence, Quality Assurance, Web Content, E-Learning, Management, Marketing, Leadership, Proofreading, SnagIt, SEO, Networking, Captivate, Adobe Acrobat, Digital Marketing, Writing
Education
International Yoga Therapists Institute (IYTI) 2013 — 2016
RYT-700, Yoga Therapist
LivYoga 2007 — 2009
RYT-200, Yoga Teacher
Rutgers University-New Brunswick 1985 — 1987
B.A., Comparative Literature & Mythology (double major)
Carnegie Mellon University 1983 — 1985
English
Marlboro H.S.
Bloomberg LP May 2014 - Present
Bloomberg LP 2010 - May 2014
Morgan Stanley 2007 - 2010
Morgan Stanley 2005 - 2007
Credit Suisse 2004 - 2005
Credit Suisse 2001 - 2004
Automated Office Systems Inc. 1997 - 2001
Merrill Lynch 1996 - 1997
Neuromedical Systems Inc. 1993 - 1996
Skills
C++, Software Engineering, OOP, Boost, Python, Template Metaprogramming, STL, Multithreading, MKL, Kalman filtering, SVM, C#, R, Matlab, CUDA, TBB, SWIG, ACE (Adaptive..., Fixed Income, Equity Derivatives, Credit Derivatives
Education
Carnegie Mellon University
MS, Computational Finance
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics
HS 444
Mathematics
DICK'S Sporting Goods September 2014 - Present
American Eagle Outfitters April 2014 - September 2014
Allegheny Financial Group November 2012 - April 2014
Merrill Lynch December 2011 - May 2012
Bexley Natural Market 2011 - 2011
Skills
Social Networking, PowerPoint, Outlook, Customer Service, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Public Relations, Budgets, Time Management, Marketing, Corporate Finance, Finance, Leadership, Oral & Written..., Marketing Strategy, Research, Human Resources, CRM
Education
Capital University - School of Management 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Finance, International Business
Community College of Allegheny County
Non-Degree Seeking, Business
JPMorgan Chase 2002 - 2006
Merrill Lynch 1996 - 2001
Skills
Mortgage Lending, Mortgage Banking, Loans, Banking, Analysis, Credit, Investment Properties, Residential Mortgages, Relationship Management, Real Estate, Project Management, Process Improvement, Business Analysis, Communication Skills, Data Analysis, Strategic Planning, Financial Services, Risk Management, Portfolio Management, Finance, Investments, Mortgage Servicing, Wealth Management, PMO, Change Management, Requirements Gathering, Strategy, Cross-functional Team..., Leadership, Management, Six Sigma, Project Portfolio...
Education
Carlow University
Significa Corporation August 2012 - Present
Keller Williams Realty April 2011 - Present
Various Contracts September 2008 - Present
Allen Tate Realtors May 2009 - April 2011
TIAA-CREF October 2005 - August 2008
Merrill Lynch May 2003 - October 2005
Deutsche Bank October 2001 - April 2003
Merrill Lynch May 2000 - October 2001
Real Time Financial Management October 1998 - May 2000
Merrill Lynch May 1991 - October 1998
Skills
Process Engineering, Project Management, Application Architecture, Budgets, Leadership, Strategy, Team Leadership, CRM, Enterprise Architecture, Workflow Management, Communication, Real Estate Negotiating, Software Development, Business Analysis
Education
Carleton College 1978 — 1982
Bachelor of Arts, Music
5D Robotics, Inc June 2015 - August 2015
Sapient Global Markets July 2012 - September 2014
Merrill Lynch January 2012 - April 2012
Skills
Matlab, Data Analysis, Requirements Analysis, Analysis, Research, Microsoft Word, Strategy, Project Management
Education
Carnegie Mellon University 2014 — 2015
Master's Degree, Robotic Systems Development
Rice University 2009 — 2012
Bachelor's Degree, Mechanical Engineering
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Lokken Investment Group, LLC. 2008 - Present
Merrill Lynch 1999 - October 2008
Morgan Stanley 1997 - 1999
Education
Carleton College 1979 — 1983
BA, Political Science/International Relations
Bank of America June 2009 - March 2012
Merrill Lynch September 2004 - June 2009
TD Bank Financial Group January 2000 - January 2002
Bank of Canada January 1998 - January 2000
Bank of Canada January 1993 - January 1998
Skills
Global Economics, Macroeconomics, Forecasting, Econometrics, Fixed Income Strategies, FX Strategy, Equity Strategy, Monetary Policy, Fiscal Policy, Industry Research, Public Speaking, EViews, SAS programming, Gauss, Matlab, Unix, Rats, Economics, Bloomberg, Fixed Income, Portfolio Management, Bonds
Education
Carleton University 1993 — 1998
Master of Arts, Economics
Concordia University
Bachelor of Arts, Economics
Stealth Startup August 2015 - Present
Startup Grind October 2012 - July 2015
VA Care, Inc. 2009 - 2014
Securva 2004 - December 2009
Logistics Information Technologies, Inc. January 2001 - 2004
America Online 1999 - 2001
Merrill Lynch 1997 - 1999
Education
Carnegie Mellon University
BS, Information Systems
AlixPartners August 2012 - Present
Deloitte Financial Advisory Services, LLP June 2007 - June 2012
Merrill Lynch May 2006 - May 2007
Aon Consulting July 2000 - April 2006
Skills
Data Warehousing, VBA, Business Intelligence, Analytics, Project Management, Databases, Data Mining, Data Visualization, SAP, Oracle SQL, ETL, OLAP, Microsoft Excel, Program Management, Process Improvement, Consulting, Cross-functional Team..., Management, Leadership, Data Analysis, Management Consulting, Business Analysis, SQL, Financial Analysis
Education
Carnegie Mellon University 1994 — 1998
B.S., Public Policy & Management
Corra June 2013 - September 2013
St. John's University January 2011 - January 2013
Single Parents and Professionals Association October 2009 - August 2012
I'm Just Saying, LLC August 2007 - May 2010
U.S. House of Representatives 2007 - 2007
Merrill Lynch May 2005 - August 2006
Skills
Fundraising, Press Releases, Public Speaking, Marketing, Program Management, Budgets, Training, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Strategic Planning, Microsoft Word, Social Media, Project Management, Economics, Due Diligence, Access, Bloomberg, Investments, Community Outreach
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2013
MBA, Marketing Management
Carnegie Mellon University 2005 — 2009
BA, Economics
Stuyvesant High School 2001 — 2005
Prudential Financial February 2007 - Present
Merrill Lynch March 1999 - February 2007
Skills
Concur, Relationship Management, Travel Arrangements, Expense Management, PowerPoint, Calendaring, Expense Reports, Leadership, Workshop Facilitation, Process Improvement, Event Planning, Microsoft Excel, Customer Service, Data Analysis, Team-oriented, Outlook, Onboarding, Time Management, Lotus Notes, Microsoft Office, Data Entry
Education
Middlesex Community College 2010 — 2014
Business Administration
Capital Community College 2008 — 2014
General Studies, Business Administration, Nursing
Park East High School 1993 — 1995
High School, Business Analysis
Fashion Industry High School
Service Dogs Network January 2012 - Present
The Hun School of Princeton September 2012 - August 2014
Mayflower LLC March 2007 - March 2011
Citi Group October 1987 - August 1992
AXA Equitable February 1983 - October 1987
Merrill Lynch September 1981 - February 1983
Skills
Fundraising, Event Planning, Nonprofits, Social Media, Research
Education
Carnegie Mellon University 1977 — 1981
BA, Modern Languages & Business
Princeton Day School 1973 — 1977
Merrill Lynch January 2012 - Present
Merrill Lynch February 2008 - April 2011
Merrill Lynch March 2000 - September 2007
Education
Carnegie Mellon University
County August 2011 - Present
FedEx Ground January 2009 - August 2011
Merrill Lynch January 2008 - January 2009
Skills
Microsoft Office, Team Building, Rescue, Public Speaking, NIMS, Research, Public Safety, Emergency Services, Training, Leadership, Firefighting, Incident Command, Coaching, Strategic Planning, Process Improvement, Fire Investigation, Microsoft Word, Team Leadership, PowerPoint, Policy, First Responder, Social Media, Project Management, Martial Arts, Program Management, Leadership Development, Organizational Learning, Talent Analytics
Education
Capella University 2014 — 2016
Master's degree, Industrial and Organizational Psychology
University of North Florida 2002 — 2007
Bachelor's degree, Psychology
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
VMware Inc. June 2007 - Present
Microsoft Corporation April 2001 - June 2007
Merrill Lynch 2000 - 2001
Design Strategy Corporation 1998 - 2001
Hoffman La-Roche 1999 - 2000
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Professional Services, Account Management, Cloud Computing, VMware, Project Management, IT Strategy, TAM, Microsoft Technologies, Virtualization, Pre-sales, Integration, Management, Software Development, Servers, Strategy, CRM, Leadership, SaaS, Enterprise Software, Data Center, System Administration, Solution Selling, Enterprise Architecture, Storage, IT Management, ITIL, Solution Architecture, Negotiation, Business Continuity, Storage Area Networks, Vendor Management, High Availability, SAN, Microsoft Exchange
Education
Disney Institute 2015 — 2015
Quality Service Workshop
Capella University 2006 — 2011
M.B.A., Corporate Finance Specialization
University of Phoenix 2002 — 2006
Bachelor of Science, Management
DeVry Institute of Technology 1992 — 1994
A.A.S.E.E.T., Electronics Engineering Technology
Susquehanna Bank December 2014 - Present
Susquehanna Bank August 2009 - December 2014
Merrill Lynch November 2008 - March 2009
Wachovia Securities Financial Network May 2006 - November 2008
Wachovia Bank November 2004 - May 2006
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Commercial Banking, Deposits, Small Business Lending, Customer Service, Call Centers, Branch Management, Cross Selling, Mortgage Lending, Internet Banking, Lines Of Credit, Loan Origination, Credit Cards, Finance, Financial Services, Home Equity Lines of..., Home Equity Loans, Customer Retention, Securities, Sales
Education
Capella University 2010 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Necklen and Oakland- Twin Cities Real Estate January 2015 - Present
Coldwell Banker Burnet May 2011 - December 2013
K. Hovnanian Homes August 2004 - March 2011
K. Hovnanian Homes April 2009 - February 2010
Arbor Mortgage Incorporated December 2001 - August 2004
Merrill Lynch October 1997 - November 2001
Skills
Real Estate, Selling, First Time Home Buyers, Contract Negotiation, Residential Homes, Sellers, Investment Properties, Negotiation, Sales, Relocation, New Home Sales, Leadership, Single Family Homes, Construction, Condos, Investments, Marketing, Customer Service, Marketing Strategy, Mortgage Lending, Listings, Real Estate Transactions
Education
Capella University 2008 — 2011
Master of Science, Business Organization and Management
Winona State University 1991 — 1997
Bachelor of Arts, Communication Studies
New Lisbon High School 1987 — 1991
High School Diploma, College Preparatory
JPMorgan Chase Bank, N.A. June 2011 - Present
TIAA-CREF 2006 - 2010
EQ Invest 2005 - 2006
Investment Prop Funding 2004 - 2005
Wells Fargo Financial 2003 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Economics, Analysis, Finance, Quantitative Analytics, Financial Modeling, Asset Managment, Financial Analysis, Series 63, Credit, Mutual Funds, Equities, Asset Allocation, Credit Risk, Series 6, Financial Services, Financial Markets, Valuation, Retirement Planning, Asset Management
Education
University of Colorado at Boulder 1997 — 2002
B.A., Economics
Cardinal Stritch University 1996 — 1997
Undergraduate Studies
Cherry Creek High School 1992 — 1996
Diploma
Merrill Lynch 2011 - Present
Private Wealth Consulting Group, LLC 2010 - 2011
Banc of America Investments 2008 - 2009
US Trust 2006 - 2008
Advest, Inc. 2002 - 2006
Skills
Securities, Estate Planning, Investments, Retirement Planning, Insurance, Series 7, Mutual Funds, Asset Management, Series 63, Wealth Management, Strategic Financial..., Financial Services, 401k, Asset Allocation, Banking, Financial Planning, Retirement
Education
Capital University Law School 1994 — 1998
JD, Law
Western Connecticut State University 1981 — 1987
BA, Communications
Danbury High
Moody's Corporation April 2015 - Present
Nomura September 2014 - March 2015
Morgan Stanley July 2012 - September 2014
Entelligence May 2010 - July 2012
International Business Machines June 2003 - April 2010
Deutsche Bank January 1999 - June 2003
Merrill Lynch June 1997 - December 1998
Columbia Artist Management February 1997 - May 1997
Decision One June 1996 - February 1997
Skills
Resource Management, Data Migration, Project Management, CRM, Account Management, IP, Vendor Relationships, PMO, Data Center, Project Portfolio..., Vendor Management, Business Analysis
Education
University of Phoenix 2014 — 2015
Bachelors of Science in Business, Business Administration and Management, General
Hofstra University 1996 — 1998
Business Information Systems
Carnegie Mellon University 1992 — 1993
Engineering
Sewanhaka High School 1989 — 1992
GE Healthcare June 2015 - Present
GE Healthcare September 2012 - June 2015
GE Healthcare September 2007 - September 2012
Merrill Lynch December 2006 - May 2007
Skills
Customer Service, Hiring, PowerPoint, Time Management, Excel, Oracle, Value Stream Mapping, Team Leadership, Cross-functional Team..., Analytics, Interviewing, Interview Preparation, Leadership, Interviews, Medical Devices, Forecasting, Microsoft Excel, Sales, Management, Process Improvement, Sales Operations, Customer Satisfaction, Business Process, Manufacturing, Healthcare, Training, Team Building, Six Sigma, Lean Manufacturing, Software Documentation, Program Management, Operations Management, Business Process..., Analysis, Project Management, Capital Equipment, Supply Chain, Account Management, Strategy, Quality Assurance, CRM, Vendor Management, Data Analysis
Education
Cardinal Stritch University 2010 — 2012
MBA, MBA
Jacksonville University 2003 — 2006
BS, Aviation Management
CAN Capital October 2014 - Present
FusionStorm July 2012 - October 2014
TheStreet February 2010 - July 2012
Stadium Associates 2008 - 2009
Micro Target Media 2006 - 2008
Global Crossing 2001 - 2006
Merrill Lynch 1998 - 2001
Skills
Team Management, Leadership, Strategic Partnerships, Cloud Computing, Strategy, Vendor Management, Enterprise Software, Team Leadership, Integration, IT Strategy, CRM, SaaS, Data Center, Telecommunications, Marketing Strategy, Networking, Management, Sales, Team Building, Analytics, Social Media, Infrastructure..., SOX Compliancy, PCI DSS, Competitive Analysis, Start-ups, Marketing, Open Source Software, ITIL, Department Budgeting, Salesforce.com, Project Management, E-commerce, People Management, Virtualization
Education
Columbia University in the City of New York
MS, Technology Management
Lafayette College
BS, Electrical Engineering
Carnegie Mellon University
Heritage Financial Advisors November 2007 - Present
Merrill Lynch February 2004 - November 2007
Skills
Finance, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Risk Management, Strategy
Education
College for Financial Planning 2010 — 2011
Financial Planning
Capella University 2006 — 2007
B.S., Business Administration
Davis College 1998 — 2001
Assoicate, Business Managment
Suvak-Lee Associates, LLC January 2008 - Present
Davidsohn Global Technologies, Inc. August 2014 - February 2015
Merrill Lynch April 1981 - October 2007
Fits Systems January 1980 - April 1981
Mellon Bank December 1977 - December 1979
Carnegie-Mellon University January 1976 - November 1977
Thrift Drug Company May 1974 - December 1975
Skills
Integration, IT Management, Project Management, Mainframe, Financial Services, Management, Banking, SDLC, IT Strategy, Business Analysis, Vendor Management, Program Management, Performance Tuning, Enterprise Software, Disaster Recovery, Data Center, Information Technology, Enterprise Architecture, ITIL, PMP, SaaS, Business Continuity, Project Portfolio..., Consulting, PMO
Education
Carnegie Mellon University
BS, Math / Computer Science
Witness May 2015 - Present
Ask ne1 September 2014 - Present
Vortex Hydro Energy August 2013 - Present
Algodream, Inc. September 2013 - September 2014
CrowdRadar September 2013 - July 2014
Susquehanna International Group, LLP (SIG) July 2011 - August 2013
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
C, C++, Objective-C, Java, C#, Python, Ruby, Go, JavaScript, PHP, Scheme, Security Engineering, Algorithms
Education
Carnegie Mellon University 2010 — 2011
Master of Science (MSc), Electrical & Computer Engineering
Carnegie Mellon University 2006 — 2010
Bachelor of Science (BSc), Electrical & Computer Engineering
Athens College 1994 — 2006
Farmer's Fridge June 2013 - Present
General Magnaplate Corporation July 2011 - July 2013
Magnalube, Inc. June 2009 - July 2011
Merrill Lynch January 2009 - May 2009
BEARS' BIKES, LLC May 2007 - May 2009
CISHA-China Corporation January 2008 - May 2008
Skills
Entrepreneurship, Marketing Strategy, Business Strategy, Market Research, Social Media, Sales Presentations, Sales Management, Salesforce.com, Sales Plan, Sales Process, Operations Management, Lean Manufacturing, Manufacturing..., Manufacturing, New Business Development, Coatings, Key Account Management, Account Management, Marketing, Strategy, Product Development, Process Engineering, Management, Sales, Automotive, Sales Operations, Product Marketing, Cross-functional Team..., Integrated Marketing, P&L Management, Start-ups, Negotiation, International Sales, Competitive Analysis, CRM, Forecasting, Strategic Partnerships, International Business, Pricing, Strategic Planning, Business Planning, Market Analysis, Retail, Team Building, Market Planning, B2B, Product Launch, Product Management, Direct Sales, Business Development
Education
Washington University in St. Louis 2005 — 2009
Bachelor of Arts (B.A.), Major in International Studies, Minor in Chinese
Capital Normal University 2006 — 2006
Cushing Academy
Mumbbaii May 2013 - Present
Pittsburgh AIDS Task Force May 2013 - Present
LGC Associates May 2012 - Present
The Talent Group January 2012 - Present
Macy's April 2013 - September 2013
Simple Elegance, LLC April 2013 - August 2013
Achievement Matters, Inc. September 2012 - April 2013
Weisshouse September 2012 - April 2013
Merrill Lynch May 2012 - August 2012
Big Brothers Big Sisters January 2011 - May 2012
Skills
Microsoft Office, Typing, Qualitative Research, Public Speaking, Marketing Strategy, Social Networking, Entrepreneurship, Leadership, Fundraising, Social Perceptiveness, Time Management, Recruiting, Management, Program Management, Sales
Education
Carnegie Mellon University
Bachelor of Science (BS), Public Policy and Management
Lely High School
H.S. Diploma, General Studies
Manatee Elementary School
Manatee Middle School
CNN February 2015 - Present
CNN March 2011 - January 2015
Blue Diesel February 2010 - March 2011
WHITTMANHART Interactive November 2008 - February 2010
Avenue A Razorfish November 2007 - November 2008
Electric Vine May 2004 - October 2007
Altered Image 2002 - 2004
ePresence, Inc. 1999 - 2002
Altered Image 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
User Interface Design, Prototyping, User Experience, User-centered Design, Experience Design, Site Maps, Sitemaps, Usability Design, User Scenarios, Information Architecture, Usability Testing, Interaction Design, Information Design, Personas, Content Strategy, Digital Strategy, Interactive Marketing, User Interface, Creative Direction, Heuristic Evaluation, OmniGraffle, Web Project Management, Human-computer..., Digital Marketing, Wire Framing, Usability Engineering, Usability, User Research, Web Content Management, User Experience Design, Contextual Inquiry, Graphic Design, Human Computer..., Wireframes, Mobile Design, Mobile Applications, Web Applications, Web Design, Advertising, Art Direction, Digital Media
Education
Carnegie Mellon University 1991 — 1995
B.S., Graphic Communications Management
Carnegie Mellon University 1991 — 1995
BS with a specialization in Graphic Communications Management, Business, Management, Marketing, and Related Support Services
The AES Corporation August 2015 - Present
Duke Energy March 2010 - Present
Cinergy and Duke Energy 2004 - Present
Duke Energy Renewables LLC April 2015 - August 2015
Heartland Securities August 1999 - June 2004
Merrill Lynch May 1997 - August 1998
Skills
PJM, Energy Markets, Commodity, Trading, MISO, Spread Trading, Commodity Markets, Hedging, Electricity Markets, Derivatives, Energy, Risk Management, Proprietary Trading, Portfolio Management, Power Trading, Equities, Power Generation, Commodity Risk...
Education
Carnegie Mellon University 1995 — 1999
Bachelor of Science (BS)
Carnegie Mellon University - Tepper School of Business 1995 — 1999
BS
Prevalent Inc. June 2011 - Present
SunGard July 2008 - May 2011
Vitalize IT, LLC January 2003 - July 2008
United Water August 2006 - September 2007
Lehman Brothers June 2001 - December 2002
Donaldson, Lufkin & Jenrette July 2000 - June 2001
Donaldson, Lufkin & Jenrette October 1998 - June 2001
Lehman Brothers June 1996 - October 1998
Merrill Lynch May 1994 - June 1996
Skills
Security, Disaster Recovery, Information Security, Network Security, CISSP, Business Continuity, ISO 27001, Vulnerability Assessment, Governance, Firewalls, Integration, Active Directory, Penetration Testing, Risk Assessment, Servers, Enterprise Software, Program Management, Security Awareness, Project Management, Linux, Cloud Computing, IT Strategy, Incident Management, Information Security..., PCI DSS, Risk Management, Training, Vendor Management, Web Application Security, CEH
Education
Capella University 2013 — 2015
Bachelor's Degree
Montclair State University 1991 — 1994
Hudson Catholic
Morgan Stanley March 2015 - Present
Jos. A. Bank May 2011 - March 2015
Ameriprise Financial Services, Inc. August 2013 - January 2015
Finance Club- Penn State University August 2012 - May 2014
Investment Club - Penn State University August 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Financial Analysis, VBA, Microsoft Office, Financial Modeling, Teamwork, Networking, Equity Research Analysis, Investments, Portfolio Management, Sales, Asset Allocation, Management, Finance, Market Research, Leadership, PowerPoint, Microsoft Word, Analysis
Education
Capital College, Pennsylvania State University 2010 — 2014
Bachelors of Science, Finance
American Securities August 2013 - Present
Frontier Spinning Mills December 2013 - Present
American Securities Capital Partners August 2009 - August 2011
Neuberger Berman April 2009 - June 2009
Lehman Brothers July 2007 - April 2009
Merrill Lynch May 2006 - August 2006
Education
Carnegie Mellon University
Electrical & Computer Engineering, Computational Finance
Solon High School
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Humana Inc. November 2007 - Present
American InterContinental University January 2011 - March 2012
Strayer University June 2010 - April 2011
Kell Consulting, LLC April 2005 - November 2008
Sprint/Nextel - Nextel Partners November 1999 - April 2005
Bristol-Myers Squibb March 1998 - October 1999
Verizon Wireless September 1993 - February 1998
Merrill Lynch January 1993 - May 1993
Entrepreneur December 1992 - December 1992
Skills
Talent Management, Management Consulting, Instructional Design, Training, Coaching, Performance Management, Team Building, Public Speaking, Process Improvement, Leadership Development, Staff Development, Strategic Planning, Data Analysis, Project Management, Change Management, Leadership, Program Management, Strategy, Human Resources, Performance Improvement, Consulting, Employee Relations, Account Management, Business Planning, Employee Training, Workshop Facilitation, Analysis, Recruiting, Marketing Strategy, Sales, Organizational..., Start-ups, Marketing, Management, Executive Coaching, Operations Management, Interviews, Sales Management, Outsourcing, Sales Operations, Sourcing, Organizational..., Conflict Resolution, Project Planning, Time Management, Business Process..., Employee Engagement, Career Development, Organizational Design
Education
Capella University 2005 — 2010
PhD, Organization & Management, Leadership
Eastern Kentucky University 1995 — 1997
MBA, Management
University of Kentucky 1989 — 1993
BS, Communications, Business
Johnson & Johnson March 2012 - Present
Johnson & Johnson November 2003 - March 2012
Landmark Education 2010 - 2011
International Flavors & Fragrances (IFF) 2001 - 2003
Merrill Lynch 1997 - 2000
CoreStates Bank January 1996 - December 1997
Monmouth Medical Center 1980 - 1985
Skills
Project Management, Human Resources, Management, Training, Process Improvement, Vendor Management, Cross-functional Team..., Business Development, Administrative..., Teamwork, Program Management
Education
Capella University 2006 — 2010
Bachelor Degree, Business Administration
Villanova University 2006 — 2006
Master Certificate, Applied Project Management
Ocean County College 1999 — 2000
Associate Degree, Business Administration
high school
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 1996 - Present
Mary Jane's, Alias, Smyth & Jones 1979 - 1995
George Jewell Catering 1975 - 1978
Gardner Jones(Hill & Knowlton) Chicago Office 1975 - 1978
Finnish Trade Commission-Mid West Region 1972 - 1975
Merrill Lynch 1972 - 1973
Chapman & Cutler Law Firm 1967 - 1970
Skills
Condos, Relocation, Sellers, Luxury, First Time Home Buyers, Buyer Representation, Single Family Homes, Selling, Short Sales, Investment Properties, Real Estate, Referrals, Listings, Foreclosures, ABR, New Home Sales, Townhomes, REO, Real Estate Transactions, Seller Representation, Rentals, SFR, Buyers, Investors, Brokerage, New Homes, Property, Real Property, Residential Homes, Certified Short Sales, Email Marketing, First Time Sellers, Real Estate Marketing, Selling Skills, Reseller Programs, Social Networking, Social Media, Residential Investment..., Sales
Education
Cardiff University / Prifysgol Caerdydd 2010 — 2010
Certificate, Welsh Language
Mozarteum 1971 — 1972
Diploms, German Lieder, Opera
Northwestern University 1971 — 1972
M.M, Vocal Performance Music/Music History
Northwestern University 1971 — 1972
MM, Music
University of Wisconsin-Milwaukee 1962 — 1966
BFA
University of Wisconsin-Milwaukee 1962 — 1966
BFA, MUSIC, ART, DRAMA, DANCE
Credit Suisse July 2010 - Present
Credit Suisse 2007 - 2009
Credit Suisse 2004 - 2007
Merrill Lynch 1998 - 2002
Telerate 1994 - 1998
Skills
Market Data, Investment Banking, Financial Modeling, Equities, Capital Markets, Bloomberg, Fixed Income, Vendor Management, Electronic Trading, Derivatives, Financial Markets, Portfolio Management
Education
Carnegie Mellon University 1990 — 1994
B.S. Economics, Economics, Business (Accounting, Marketing, Finance, Statistics)
Merrill Lynch March 1979 - Present
Skills
Asset Management, Analysis, Portfolio Management, Investments, Series 7, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Series 63, Uniform Combined State..., Mutual Funds, Hedge Funds, Securities, FINRA, Series 65, Equities, Fixed Income, ETFs
Education
Rutgers University-New Brunswick 1974 — 1978
Carnegie Mellon University
Deutsche Bank Securities, Inc. October 2015 - Present
Merrill Lynch November 2014 - July 2015
Ameriprise Financial Services, Inc. January 2009 - July 2014
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) July 2007 - January 2009
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) April 2003 - June 2007
American Enterprise Investment Services, Inc. Subsidiary of American Express Financial Advisors 1999 - 2003
American Express Financial Advisors July 1996 - 1999
Norwest Investment Management and Trust 1994 - 1996
Skills
Series 7, Series 63, FINRA, Securities, Equities, Investments, Alternative Investments, Brokerage, Options, Series 24, Trading, Capital Markets, Financial Services, Fixed Income, Risk Management, Investment Management, Mutual Funds
Education
Capella University 2008 — 2012
Business Administration
The University of North Dakota 1988 — 1990
Aviation Administration
New York Life & MainStay Investments May 2012 - Present
Barclays Investment Bank April 2010 - April 2012
Merrill Lynch 2007 - 2010
BMO Capital Markets July 2004 - May 2007
Skills
Finance, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Treasury Management, Financial Modeling, Back Office, Trading Systems, Bloomberg, Cash Management, AML, Accounting, Equities, Financial Advisory, Fixed Income, Series 24, Retirement Planning, Wealth Management, Capital Markets, CPA, Corporate Finance, Financial Reporting, Series 7, FINRA, Investments, Asset Management, Financial Planning, Management
Education
Capella University 2006 — 2009
Master of Business Administration (M.B.A.), Finance
New Jersey City University 1999 — 2002
Bachelor of Applied Science (BASc), Accounting
West Corporation March 2010 - Present
West Business Services August 2011 - January 2012
West Business Services April 2010 - August 2011
West Business Services March 2010 - April 2010
Merrill Distributing, Inc September 2003 - March 2010
Merrill Lynch January 1990 - June 1996
Skills
Sales, Training, Customer Service, Account Management, Team Leadership, Leadership, Customer Satisfaction, Call Center, Sales Management, Customer Retention, Coaching, Management, Strategic Planning, Team Building, Call Centers, Employee Training, Market Research, CRM, Sales Process, B2B, Direct Sales, Sales Operations, Selling, Customer Experience, Cold Calling, Solution Selling, Telecommunications, Sales Presentations, New Business Development, Lead Generation, Business Development, Salesforce.com, Recruiting
Education
Cardinal Stritch University 2014 — 2016
Master of Science Management, Business Management
Cardinal Strict UniversityCollege of Business and 2009 — 2013
Bachelor's Degree, Business
Cardinal Stritch University 2009 — 2011
Associate Degree, Business
North Central Technical College Leadership Training 2008 — 2010
Leadership
University of Wisconsin Marathon 1988 — 1989
Bachelor of Science (B.S.), Buiness
University of Wisconsin-Stevens Point 1987 — 1988
Bachelor of Science (B.S.), Communicative Disorders
RegionalCare Hospital Partners July 2013 - Present
Vanguard Health Systems April 2012 - June 2013
Vanguard Health Systems November 2011 - March 2012
Vanguard Health Systems July 2010 - October 2011
Vanguard Health Systems January 2009 - June 2010
Merrill Lynch August 2007 - December 2008
Skills
Financial Analysis, Financial Modeling, Data Analysis, Valuation, Mergers & Acquisitions, Due Diligence, Project Management, Analytics, Finance, Hospitals, Analysis, Process Improvement, Healthcare Management, Healthcare Information..., Corporate Finance
Education
Carnegie Mellon University 2003 — 2007
BS, Finance
HPC Specialty Pharmacy 2014 - 2015
Merrill Lynch 2012 - 2013
Iverson Genetic Diagnostics, Inc. 2009 - 2011
Coram Healthcare 2003 - 2009
Abbott Laboratories, Inc. 2000 - 2003
Skills
Territory Account..., Continuing Education, New Business Development, Training, Sales, Customer Service, Selling, Sales Operations, Cross-functional Team..., Marketing, Budgets, Healthcare, Managed Care, Leadership, Recruiting, Neurology, Cardiology, Oncology, Immunology, Series 7, Series 66, Medical Transcription, Retail Management, Sales Management, Direct Sales, Cold Calling, Selling Skills, Business Development, Strategy, Hospitals, Pharmaceutical Sales, Product Launch, Analysis, Product Development, Gastroenterology, Rheumatology, Orthopedic, Infectious Diseases, Clinical Research, Medicine, Pulmonology, Pharmaceutical Industry, Management
Education
Capella University
Master of Science (MS), Health Care Administration
Indiana Wesleyan University
Bachelor of Science, General Studies
上海冰鉴信息科技有限公司(Ice Kredit, Inc.) April 2015 - Present
Turbo Financial Group April 2013 - Present
IDG-Accel/IDG Capital Partners April 2014 - April 2015
Turbo Financial Group April 2013 - April 2014
ZestFinance March 2011 - March 2013
Translucent Capital September 2009 - January 2012
Carnegie Mellon University August 2004 - May 2010
Merrill Lynch June 2009 - August 2009
National Institutes of Health May 2004 - August 2004
University of Florida August 2002 - August 2004
Skills
Machine Learning, Data Mining, Pattern Recognition, Statistical Modeling, Trading Strategies, Risk Assessment, Quantitative Modeling, Equity Trading, Credit Risk, Speech Recognition, Signal Processing, Predictive Modeling, Matlab, Big Data, R, Financial Modeling, Artificial Intelligence, Analytics, Computer Science, Risk Management, C++, Quantitative Finance, Quantitative Analytics, Monte Carlo Simulation, Time Series Analysis, Predictive Analytics, SAS
Education
Carnegie Mellon University 2004 — 2010
Ph.D, Computer Science
Carnegie Mellon University 2004 — 2006
Masters, Computer Science
Old Dominion University 2000 — 2002
Masters, Electrical and Computer Engineering
University of Electronic Science and Technology 1994 — 1998
BS, Electrical Engineering
Google February 2014 - Present
Starbucks April 2012 - January 2014
UBS July 2010 - April 2012
Mon Valley Unemployment Committee January 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Business Analysis, Project Management, Mandarin, Business Requirements, SharePoint, Java, Business Process..., Scrum, Visual Basic, C#, Visual Studio, VBA, User Stories, Change Management, Employee Training, Technical Writing
Education
Carnegie Mellon University 2006 — 2010
Bachelors of Science, B.S. in Computer Science, B.A. in Chinese Studies, minor in Business Administration
Lakeside High School 2002 — 2006
bwin.party digital entertainment September 2014 - Present
Gamesys October 2013 - September 2014
Merrill Lynch May 2008 - May 2009
Skills
Economics, Statistics, Data Analysis, R, Excel, Poker, Options, Online Gaming, E-commerce, E-commerce SEO, Management, Marketing, Social Networking, Social Media, Digital Marketing, Marketing Strategy, Microsoft Excel, Customer Acquisition, SEO, Gaming Industry
Education
Carnegie Mellon University 2005 — 2009
B.S., Economics, Statistics
TaylorMade-adidas Golf Company May 2015 - Present
iCrossing, a Hearst Company April 2013 - May 2015
iCrossing, a Hearst Company August 2012 - April 2013
iCrossing, a Hearst Company September 2008 - August 2012
Independent Contractor January 2004 - September 2008
Converged Software, LLC March 2003 - December 2004
Dimension Data (previously Proxicom, Inc.) August 2000 - March 2003
Deloitte May 1999 - August 1999
Merrill Lynch June 1998 - August 1998
TRW (formerly BDM Federal) May 1997 - August 1997
Skills
Spring, Java, Scrum, Enterprise Architecture, Hibernate, Agile Methodologies, Agile Project Management, Application Architecture, Web Applications, SOA, Mobile Applications, Web Development, Team Leadership, Solr, PMP, JSON, User Experience, Project Estimation, Technical Architecture, Offshore Management, Entrepreneurship, Social Media, Database Design, Software Project..., Java Enterprise Edition, AJAX, Information Architecture, Technical Leadership, Arduino, Responsive Web Design, jQuery, GruntJS, JavaScript, IT Strategy, Amazon Web Services..., CMS, Mobile Devices, Technology Leadership, Strategic Technology..., Test Driven Development, Apache, Cloud Computing, Web Architecture, Mac, Digital Marketing, RequireJS, SASS, HTML5, CSS, MySQL
Education
Carnegie Mellon University 1996 — 2000
B.S., Information and Decision Systems, Business Administration, GPA 3.76/4.00
Carlos Albizu University S.P.A.R.CS.P.A.R.C.January 2013 - Present
Corporación Maresa April 2013 - August 2013
Humana October 2010 - December 2010
Webster University August 2009 - May 2010
Webster University December 2007 - May 2010
Webster University September 2006 - May 2010
Merrill Lynch June 2009 - July 2009
Red Cross June 2005 - July 2005
Skills
Social Media, Career Counseling, Higher Education, Public Speaking, Leadership, English, Management, Research, Program Management, Recruiting, Training, Human Resources, Microsoft Office, PowerPoint, Nonprofits, Sales, Teaching, Strategic Planning, Leadership Development, Staff Development, Customer Service, Spanish, Organizational..., Fundraising, Coaching, Team Leadership, Analysis, Team Building, Microsoft Excel, Marketing, Project Management, Time Management, Teamwork, Event Planning
Education
Carlos Albizu University - Miami Campus 2011 — 2013
Masters, Mental Health, Clinical Psychology
Webster University 2006 — 2010
Bachelors, Business Administration with a minor in Psychology, and a Certificate in Entrepreneurship
Central City Credit Union September 2009 - Present
Wisconsin Credit Union League - Central Wisconsin Chapter April 2011 - April 2015
RMM Solutions Inc. March 2008 - September 2009
WIPFLi LLP September 2001 - March 2008
Office Solutions October 1999 - September 2001
Church Mutual Insurance Company May 1996 - October 1999
T-NETIX August 1993 - May 1996
Merrill Lynch November 1992 - August 1993
United States Air Force August 1988 - August 1992
TMW Computers August 1985 - May 1988
Skills
WAN, Data Center, Cisco Technologies, Disaster Recovery, VMware, Virtualization, Active Directory, Windows Server, Process Improvement, Microsoft Exchange, Security, IT Strategy, Strategic Planning, Citrix, HP Server Hardware, Websense, SharePoint, Ethernet, LAN-WAN, Windows 7, Windows 8, Microsoft Office, Group Policy, Department Budgeting, Microsoft SQL Server, Oracle SQL, Solarwinds, Network Performance, Appworx, Cisco Call Manager, OSI, Storage Area Networks, Network Engineering, Management, Project Management, Risk Management, Microsoft Applications, Cisco Security, Networking, ITIL, Servers, Integration, Firewalls, Network Security, Information Security, Switches, Information Technology, Troubleshooting, Business Continuity, IT Management
Education
Cardinal Stritch University 2000 — 2004
BSBA
Community College of the Air Force 1988 — 1992
The Next Level Planning Group July 2002 - Present
Merrill Lynch February 1999 - July 2002
Vector Marketing 1995 - 1998
Skills
Options
Education
College for Financial Planning 2011 — 2013
Master of Science (M.S.), Personal Financial Planning
Carleton College 1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Economics
New Trier High School 1987 — 1991
CloudFlare, Inc. April 2014 - Present
Talk.co / Branchout August 2013 - April 2014
BranchOut August 2012 - August 2013
BranchOut August 2011 - August 2012
LinkedIn February 2011 - August 2011
Yahoo! Hotjobs / Monster Worldwide October 2009 - February 2011
Yahoo! January 2008 - October 2009
Yahoo! October 2007 - January 2008
Merrill Lynch September 2006 - January 2007
Skills
Online Advertising, Business Development, Account Management, Recruitment Advertising, PPC, Sales Management, B2B, Customer Acquisition, SaaS, Salesforce.com, Lead Generation, Social Media, Social Media Marketing, Social Networking, Strategic Partnerships, Employer Branding, Social Recruiting, Selling, Strategic Selling, Miller-Heiman Strategic..., Major Accounts, Quota Achievement, New Business Acquisition, CPM, Digital Media, Marketing Strategy, SEM, Management, Behavioral Targeting, Sales, SEO, Display Advertising, Training, Analytics, Cold Calling, Online Marketing, CRM, Digital Marketing, Email Marketing, Web Analytics, Mobile Marketing, Team Motivation, Team Leadership, Strategic Planning
Education
Carleton College 2003 — 2007
B.A., Economics
Denmark International Study 2004 — 2004
D.I.S., International Business & Economics
The Law Office of Keith R. Miles, LLC 2008 - Present
Alvarez & Marsal 2005 - 2006
Merrill Lynch 2001 - 2004
PwC 1999 - 2001
Edward Isaacs and Company 1998 - 1999
Skills
Offshore Trusts, Tax Treaties, Personal Tax Planning, Trusts, Estate Planning, Gift Tax, Fiduciary, Estate Administration, International Tax, Private Foundations, Revocable Trusts, High Net Worth..., Cross-border..., Wills, Powers of Attorney, Charitable Trusts, Irrevocable Life..., US Tax, Tax-planning, Cross Border, Complex Transactions, Charitable Remainder..., Multi-generational..., Trust Taxation, Internal Revenue Code, Tax Audit Representation, Tax Law, Corporate Law, Tax, Corporate Tax, Income Tax, Estate Tax Planning
Education
University of Alabama 2012 — 2013
Master of Laws (LLM), Taxation
The University of Georgia 2004 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Maryland Francis King Carey School of Law 1992 — 1995
Doctor of Law (JD), Tax Law/Taxation
Carnegie Mellon University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Childrens Hospital January 2012 - Present
Polo Classic Benefit May 2009 - Present
Civil Action Group October 2006 - February 2011
Real Estate Joint Ventures June 2001 - September 2008
Knight Financial Products June 1996 - June 2001
Micron Electronics June 1992 - June 1996
Nelson Consulting June 1989 - June 1992
Merrill Lynch June 1985 - June 1988
Skills
Investments, Analysis, Mutual Funds, Program Management, Sales, Management, Strategy, Portfolio Management, Public Speaking, Estate Planning, Asset Management, Equities, Marketing, Managerial Finance, Customer Service, Alternative Investments, Finance
Education
Carleton College
Bachelor of Arts
University of Minnesota
Master of Business Administration (MBA)
Apple January 2015 - Present
Carnegie Mellon University January 2013 - December 2014
Carnegie Mellon University June 2012 - December 2012
Merrill Lynch May 2010 - August 2010
GE Healthcare 2009 - 2009
Caterpillar Inc. January 2008 - June 2008
Skills
Robotics, Mobile Robotics, Space Systems, Software Engineering, Machine Learning, Matlab, Computer Vision, Algorithms, C, LaTeX, C++, Testing
Education
Carnegie Mellon University 2011 — 2013
Master's Degree, Machine Learning and Robotics
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's degree, Mechatronics, Robotics, and Automation Engineering
Paxon School for Advanced Studies August 2006 - Present
Orange Park High School August 2003 - June 2006
State Farm Insurance Companies December 2002 - August 2003
Edward Jones February 2002 - November 2002
Merrill Lynch February 2001 - February 2002
Skills
Public Speaking, Writing, Teaching, Instructional Design, Insurance, Customer Service, Excel, PowerPoint, Outlook, Word, Microsoft Office
Education
Capella University 2009 — 2011
M.S., Instructional Design for Online Learning
Flagler College 1989 — 1991
B.A., English
Emerald Financial Resources January 2009 - Present
Merrill Lynch June 2006 - December 2008
MultiTrade 2005 - 2006
Morgan Stanley 1990 - 2004
Education
University of Pittsburgh 1982 — 1989
B.S., Business
Carnegie Mellon University 1982 — 1985
Capital One November 2013 - Present
GE December 2012 - October 2013
GE August 2011 - January 2013
Bank of America April 2010 - August 2011
Bank of America February 2008 - April 2010
Merrill Lynch September 2006 - February 2008
Skills
CISSP, Security, Team Management, Information Security, Project Planning, Information Technology, Information Assurance, Network Security, IT Management, ITIL, Risk Management, Disaster Recovery, Vendor Management, Business Continuity, Virtualization, CCE, VMware, Integration, Information Security..., Incident Management, IT Service Management, IT Operations, Infrastructure, Computer Security, IT Strategy, Testing, Data Center, Management, Governance, Leadership, Enterprise Architecture, System Administration, Servers, System Deployment, PCI DSS, SDLC
Education
Capella University 2008 — 2010
MS, Information Technology
University of Phoenix 2004 — 2007
BS, Information Technology
Comcast August 2008 - Present
Comcast August 2007 - August 2008
HSBC 2006 - 2007
Merrill Lynch February 2005 - October 2006
Wells Fargo 2001 - 2005
Skills
Lifestyle Coaching, Project Planning, Change Management, Organizational..., Organizational Change, Corporate Communications, Learning Management, Adult Education, Team Leadership, Program Management, Program Development, Entrepreneurship, Social Networking, Corporate Social..., Brand Awareness, Risk Management, Full-cycle Recruiting, Interviewing, Negotiation, Customer Relations, Customer Negotiations, Training, Leadership, Performance Management, Recruiting, Team Management, Project Management, Leadership Development, Coaching, Operations Management, Team Building, Employee Engagement, Call Centers, Talent Management, Employee Relations, Instructor-led Training, Strategy, Workshop Facilitation, Talent Acquisition, Cross-functional Team..., Customer Retention, Internal Communications, Strategic Planning, Organizational..., Event Management, Process Improvement, Onboarding, SDLC, Customer Service, Training Delivery
Education
Capella University 2015 — 2016
Master's degree, Psychology
Portland State University 1999 — 2007
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
Portland State University 1996 — 1999
Bachelor of Arts, English
Oregon State University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Exercise Sports Science
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Merrill Lynch May 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Economics, Series 7, Series 63, DCF, Valuation, Corporate Finance
Education
Washington University in St. Louis 2004 — 2008
Bachelors of Arts, Economics, Finance, Accounting, Chinese (Mandarin)
Capital Normal University 2006 — 2006
Bachelors of Arts, Chinese
Julie Johnson January 2010 - Present
reidgroup January 1995 - Present
Merrill Lynch January 1987 - January 1990
Skills
Executive Coaching, Leadership Development, Talent Management, Coaching, Leadership, Organizational..., Organizational..., Organizational Design, Negotiation, Employee Engagement, Succession Planning, Executive Management, Strategic Planning, Management Consulting, Conflict Resolution, Human Resources, Change Management, Performance Management, Employee Relations, Emotional Intelligence, Team Building, Culture Change
Education
Harvard Business School 1980 — 1982
mba 1982
Southern Methodist University 1972 — 1974
MA, Social Psychology
Carnegie Mellon University 1967 — 1971
BA, Liberal Arts
School for Community Research and Learning 2008 - 2008
New York Press March 2001 - July 2003
Merrill Lynch March 1997 - May 2000
HBO February 1996 - March 1997
Mercantile Software Systems January 1992 - September 1994
AT&T May 1988 - January 1992
Skills
Requirements Gathering, Project Management, IT Project Leadership, Vendor Management, Front-end Design, White Papers, Data Warehousing, Technical Presentations, Software Prototyping, Executive-level..., Budget, Change Management, User Acceptance Testing, Professional Writing, Deliverables, End User Training, Project Planning, Recruiting, Interviews, Coaching, Web Application Design, Application Support..., User Manual Development, Software Design, Applications Software..., Applications Delivery, Integration Testing, Report Writing, Code Review, Unix, Ariba, VBA, Brio Query, C++ Language, Sybase, Desktop Application..., Social Media, TV News Production, Radio Broadcasting, Restaurant Reviews, Mathematics Education, Lifestyle Writing, News Anchoring, Radio Producing, Traffic Management, Radio Management, Creative Non-fiction, COBOL, Microsoft Excel, Fine Art Crochet
Education
Carnegie Mellon University
Applied Math
Facebook May 2012 - Present
Two Sigma Investments March 2009 - April 2012
Google March 2007 - March 2009
Morgan Stanley April 1998 - March 2007
Merrill Lynch May 1995 - April 1998
Credit Suisse First Boston March 1994 - May 1995
Lehman Brothers February 1993 - March 1994
National Broadcasting Company May 1990 - August 1992
GE Global Research June 1987 - May 1990
Skills
Refereeing, Drinking, Driving
Education
Carnegie Mellon University 1983 — 1987
B.S., Computer Science
Performing Arts High School 1979 — 1983
High School, Drama
Andruss Consulting 2012 - Present
Cachet Financial Solutions, Inc. May 2012 - September 2012
Merrill Lynch 2010 - 2012
Andruss Consulting 2008 - 2010
Sun Microsystems (acquired StorageTek 2005, then acquired by Oracle 2009)) 2004 - 2008
VERITAS Software, Inc (acquired by Symantec 2005) 2000 - 2004
Midwest Systems, Inc 1998 - 2000
3M 1981 - 1998
Skills
Product Management, Product Marketing, Wealth Management, SaaS, Cross-functional Team..., Product Launch, Product Lifecycle..., Enterprise Software, Competitive Analysis, Product Development, Strategic Partnerships, Cloud Computing, Vendor Management, Business Strategy, Start-ups, Go-to-market Strategy, New Business Development, Business Development, Strategic Planning, Program Management, Agile Application..., Business Analysis, Managerial Finance, Personal Financial..., Investment Strategies, Alternative Investments, Demand Generation, Lead Qualification, Market Requirements..., User Stories, Use Case Diagrams, Persona, Segmentation, Demos, CRM, Management, Partner Management, Marketing, Project Portfolio..., Strategy, Business Planning, B2B, Sales Process, Analytics, Analysis, Professional Services, P&L Management, Integrated Marketing, Consulting, Executive Management
Education
University of Minnesota - Carlson School of Management
MBA
Carleton College
Bachelor of Arts
MetLife December 2010 - August 2015
Morgan Stanley June 2009 - August 2009
Bank of America May 2006 - June 2008
Cambridge Associates September 2004 - May 2006
Merrill Lynch January 2003 - March 2003
Skills
Derivatives, Trading, Fixed Income, Excel, Pricing, VBA, Bloomberg, Financial Modeling, Securities, Risk Management, Equity Derivatives, Interest Rate..., Market Risk, Equity Research, Options, Microsoft Excel, Hedge Funds, Financial Risk, Portfolio Management, Series 7, Equities, Financial Markets, Investment Banking, Structured Products, FX Options, Commodity, Bonds, Investments, Capital Markets, Economics, Finance, Mutual Funds, Swaps, Valuation, Financial Analysis, Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
London Business School
Carleton College 2000 — 2004
BA
University of Cambridge
San Mateo High School
High School Diploma
DesignMap March 2014 - Present
engageSPARK March 2013 - Present
Groundwork Opportunities (GO) January 2013 - March 2013
TripIt March 2012 - December 2012
Motorola July 2010 - March 2012
Samsung Design Europe February 2008 - June 2010
British Telecom May 2006 - January 2008
Yahoo July 2004 - April 2006
IBM May 2003 - December 2003
Merrill Lynch May 2001 - August 2001
Skills
Mobile interaction..., Web interaction design, Usability Testing, Prototyping, Information Architecture, Ethnography, Participatory Design, Interaction Design, Mobile Interaction..., Prototype, Wireframes, User Interface Design, User Research, User Interface, Experience Design, User Experience, Heuristic Evaluation, Usability, Rapid Prototyping, Card Sorting, Contextual Inquiry, User-centered Design, Human Computer..., Information Design, Visual Design, Mobile Devices, Concept Development, Usability Engineering, Design Strategy, User Experience Design, Persona, Paper Prototyping, Wire Framing, Storyboarding, Mobile Design, Task Analysis, Design Thinking
Education
Carnegie Mellon University
B.S.
University of Michigan
M.S.
InfiniteIQ Consulting LLC March 2013 - Present
Primary Key Technology Solutions LLC June 2009 - December 2013
InComm July 2007 - June 2009
InComm June 2006 - July 2007
InComm February 2006 - June 2006
Independent Contractor November 2005 - February 2006
Unisys Corporation July 1999 - November 2005
Merrill Lynch October 1997 - August 1998
Rogers, Gunter, Vaughn Insurance,Inc. August 1996 - February 1997
Skills
Requirements Analysis, Databases, Business Intelligence, IT Strategy, Big Data, Architecture, SDLC, Database Design, Security, Vendor Management, Cloud Computing, IT Management, Integration, Data Warehousing, Microsoft SQL Server, Solution Architecture, IT Operations, Unix, Virtualization, Leadership, Software Project..., Enterprise Architecture, Disaster Recovery, Enterprise Software, System Architecture, Consulting, Data Center, Professional Services, IT Service Management, Hadoop, Infrastructure, Technical Leadership, Software Development, Agile Methodologies, Data Modeling, Smart Grid, Graph Databases, Complex Event Processing, StreamBase, Data Mining, Data Analysis, ETL, Tableau, Smart Metering, Energy Industry, Capital Markets, Financial Services, Meter Data Management, Start-ups, Data Management
Education
Carnegie Mellon University 2010 — 2011
Master of Science, Information Technology Management
Florida State University 1993 — 1996
Bachelor of Science, Psychology (Cognitive Science and Psychobiology)
Liquidnet July 2008 - Present
Merrill Lynch March 2007 - June 2008
Credit Suisse April 2000 - March 2007
Skills
RMDS, Perl, Linux, Shell Scripting, VBScript, DTS, Market Data, Solaris, Wombat, Trading Systems, Low Latency, Bloomberg, Unix, TIBCO, Financial Markets, TCP/IP, Windows, Exchange Connectivity, TIBCO Rendezvous, XML
Education
Carnegie Mellon University
Mechanical Engineering
New York University
BS, Management and Information Systems
Merrill Lynch October 2004 - Present
McDonald Financial Group October 1992 - September 2004
Education
Capital University 1996 — 1997
CFP, Certified Financial Planning
Moneris Solutions July 2009 - Present
Morgan Stanley Investment Management January 2008 - April 2009
Merrill Lynch April 2007 - October 2007
Morgan Stanley November 2004 - April 2007
Xpedite Inc. May 2003 - April 2004
Cadence Design Systems June 2002 - December 2002
Cadence Design Systems, Inc., Chelmsford, MA June 2002 - December 2002
SiGe Semiconductor March 2001 - May 2002
Cebra Inc. September 1999 - September 2000
Canada Revenue Agency May 1997 - September 1999
Skills
Servers, Unix, Databases, Shell Scripting, Solaris, Linux, System Administration, Perl, Apache, Troubleshooting
Education
Carleton University 1993 — 1995
Computer Science
Trent University 1989 — 1993
Bachelor, Political Studies
Merrin Capital Management September 2008 - Present
Merrill Lynch 2006 - 2008
Education
Carnegie Mellon University 2004 — 2005
Carnegie Mellon University - Tepper School of Business 2004 — 2005
MSCF
Cubist Systematic Strategies June 2015 - Present
Ophir Partners, LLC 2013 - February 2015
TrexQuant Management, LLC 2011 - 2013
WorldQuant LLC 2009 - 2011
Carnegie Mellon University 2004 - 2009
Merrill Lynch 2008 - 2008
Microsoft Research Asia 2007 - 2007
IBM Research 2006 - 2006
Google 2004 - 2004
Bloomberg 2003 - 2004
Skills
Python, Matlab, Java, Machine Learning, Trading Strategies, C++, R, Scala, SQL, Linux, Quantitative Finance, Portfolio Management, Parallel Computing, Trading Systems, Algorithms, Artificial Intelligence
Education
Carnegie Mellon University 2004 — 2009
Ph.D., Machine Learning / Computer Science
Carnegie Mellon University 2004 — 2007
M.Sc., Machine Learning
Columbia University in the City of New York 1999 — 2003
BA, Computer Science / Artificial Intelligence
Hillside Public Schools September 2007 - Present
Becker Industrial Coatings May 2002 - May 2004
Merrill Lynch 2000 - 2001
Skills
Teaching, Differentiated..., Literacy, Elementary Education, Special Education, Classroom Management, Lesson Planning, K-12, Classroom, Educational Leadership, Teacher Training, Educational Technology, Customer Service, Anti-Bullying, Character Education
Education
Capella University 2013 — 2015
Master of Science (MS), Leadership in Education
New Jersey City University 2007 — 2010
MA, Special Education
Kean University 2004 — 2007
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Credit Suisse July 2010 - Present
Tudor Investment Corp May 2008 - June 2010
Merrill Lynch August 2007 - May 2008
Credit Suisse First Boston February 1997 - August 2007
Skills
Trading Systems, Electronic Trading, Trading, Hedge Funds, Derivatives, Fixed Income, Options, Equity Derivatives, Financial Markets, Market Data, Portfolio Management, Market Risk, Proprietary Trading, Trading Strategies, Capital Markets, Commodity, Equities, Bonds, Investment Banking, Swaps, Securities, Credit Derivatives, Quantitative Finance, Bloomberg, Equity Trading, Alternative Investments, Hedging, Technical Analysis, Interest Rate..., FX Options, Currency, Investments, Emerging Markets, Prime Brokerage, Equity Research, Low Latency, Quantitative Analytics, ETFs, Financial Modeling, Asset Management, Risk Management, Valuation, Structured Products, Finance, Financial Risk, Management, Asset Allocation
Education
Carnegie Mellon University 1991 — 1996
Ph.D, Applied Math/Computer Science
Shanghai Jiao Tong University 1986 — 1990
B.S., Electrical Engineering
Stella Point Capital 2012 - Present
Castle Harlan, Inc. July 1993 - August 2010
Merrill Lynch July 1991 - June 1993
Skills
Private Equity, Venture Capital, Mergers, Due Diligence, Mergers & Acquisitions, Corporate Development, LBO, M&A experience
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Carleton College 1987 — 1991
Bachelor of Arts (BA), Political Science
Merrill Lynch 2014 - Present
Merrill Lynch 1998 - 2014
Skills
Certified Financial..., Series 7, Wealth Management, Series 63, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Asset Management, Financial Services
Education
Capital University - School of Management 2000 — 2002
MBA, Finance, General
Wittenberg University 1994 — 1998
Bachelor of Arts (B.A.), Religion/Religious Studies
Worldwide Superabrasives, LLC July 2014 - Present
Mitsui Seiki USA April 2013 - June 2014
Sumitomo Electric Carbide, Inc. August 2005 - April 2013
Sumitomo Electric Carbide August 2005 - February 2012
Sumitomo Electric Carbide, Inc August 2005 - February 2012
Merrill Lynch May 2004 - September 2004
Skills
Management, Sales, Sales Management, Customer Service, New Business Development, Manufacturing, Access, Lean Manufacturing, Continuous Improvement, Selling, Negotiation
Education
Capital University 2001 — 2005
Bachelor of Science (BS), Mathematics and Economics
Capital University 2001 — 2005
Bachelor of Arts MathematicsBachelor of Arts, Economics, Mathematics
Arxis Capital April 2015 - Present
Goldman Sachs March 2011 - April 2015
Merrill Lynch December 2009 - March 2011
Conductor, Inc. November 2008 - December 2009
Lehman Brothers June 2007 - November 2008
Seoul National University May 2002 - August 2003
Skills
Management, Software Development, Equities, Equity Derivatives, Trading Systems, Quantitative Finance, Financial Modeling, Fixed Income, Investment Banking, Derivatives, Leadership, Capital Markets, Electronic Trading, Java, Market Data, Sybase
Education
New York University 2013 — 2015
Masters, Courant Institute of Mathematics in Finance
Carnegie Mellon University 2003 — 2007
B.S., Computer Science/Engineering
Merrill Lynch May 2011 - Present
Wells Fargo Advisors, LLC June 2007 - May 2011
Merrill Lynch 2006 - June 2007
Merrill Lynch October 2004 - 2006
Education
Carnegie Mellon University 1999 — 2003
B.S., Policy and Management
BlueCrest Capital Management October 2014 - Present
Merrill Lynch February 2014 - October 2014
Merrill Lynch January 2009 - February 2014
Merrill Lynch July 2005 - January 2009
Citigroup Global Corporate & Investment Banking June 2004 - August 2004
Bank of China June 2003 - August 2003
Education
Carnegie Mellon University 2001 — 2005
Bachelor of Science
forest hills high school 1998 — 2001
Siegelvision August 2013 - Present
Siegel+Gale July 2008 - July 2013
Lehman Brothers September 2006 - July 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 1997 - 2004
BlackburnYoungHaykel Design 1996 - 1997
Lehman Brothers 1992 - 1996
ListerButler Design 1990 - 1992
Siegel+Gale 1985 - 1990
Skills
Corporate Communications, Marketing Communications, Brand Architecture, Content Strategy, Internal Communications, Information Architecture, Strategic Communications, Digital Strategy, Financial Services, Integrated Marketing, Plain Language, Strategic Planning, User Experience, Competitive Analysis, Corporate Branding, Marketing, Brand Development, Brand Management, Creative Strategy, Digital Media, Direct Marketing
Education
Carnegie Mellon University 1983 — 1985
MA, Professional Writing
Waynesburg College 1979 — 1983
BS Business Administration, BA English, Communications
Northern Trust 2012 - Present
Schwab Institutional 2011 - 2012
J.P. Morgan Private Bank 2005 - 2011
Bank of America Private Bank (U.S. Trust) 1997 - 2005
Merrill Lynch 1991 - 1996
Skills
Portfolio Management, Investment Management, Investment Advisory, Investment Research, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Structured Products, Foundations, Endowments, Institutions, Private Banking, Mutual Funds, Wealth Management..., High Net Worth..., Series 7
Education
Carnegie Mellon University
Master of Business Administration (MBA), Asset & Wealth Management
Université de Geneve
Master's Degree, School of Economics (HEC)
Harding University
Bachelor of Business Administration (BBA), Accounting
CSC November 2012 - Present
Achievo and Svetlo Corporation May 2011 - June 2012
United States Senate June 2008 - March 2011
Merrill Lynch July 2007 - April 2008
Nortel International November 2006 - April 2007
IBM Global Process Services July 2006 - October 2006
Health Canada February 2006 - July 2006
EDS Group March 2004 - February 2006
Bank of Canada October 2003 - January 2004
INAC (Indian and Northern Affairs Canada) March 2003 - July 2003
Skills
ITIL, Integration, IT Service Management, SDLC, Visio, Security, Enterprise Software, Microsoft SQL Server, Unix, Business Process, Active Directory, Windows Server, SaaS, SQL, Servers, Databases, Software Documentation, Process Improvement, Networking, Management
Education
Carleton University 1986 — 1990
Bachelor of Engineering, Computer Major
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch February 2011 - February 2014
Bank of America Merrill Lynch July 2008 - February 2011
BDS Consulting January 2006 - May 2008
Duke University August 2005 - May 2008
Merrill Lynch June 2007 - August 2007
National Association of Securities Dealers (NASD) May 2006 - August 2006
Skills
Equities, Trading, Finance, Financial Modeling, Derivatives
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics
Capital Normal University 2005 — 2005
Study Abroad, Chinese
JPMorgan Chase October 2011 - Present
Integrated Planning Solutions March 2011 - October 2011
State of Ohio Treasurer Office April 2009 - February 2011
Merrill Lynch April 2006 - April 2009
Gamble Hartshorn, LLC October 2005 - April 2006
Thompson Hine LLP May 2003 - August 2003
Kraft Foods June 2000 - August 2002
Skills
Legal Writing, Portfolio Management, Analysis, Insurance, Finance, Microsoft Word, Estate Planning, Legal Research, Mediation, PowerPoint, Wealth Management, Litigation, Investments, Public Speaking
Education
Capital University Law School 2002 — 2005
Juris Doctorate, Law
The Ohio State University - The Max M. Fisher College of Business 1996 — 2000
Bachelor of Science, Marketing and Logistics Management
Maumee High School
Merrill Lynch June 2010 - Present
Gargoyle Strategic Investments November 2008 - January 2011
Bank of America 2005 - 2008
Gargoyle Strategic Investments 2001 - 2005
Skills
Trading Systems, Options, Equities, Derivatives, Hedge Funds, Project Management, Financial Structuring, excel, Visual Basic
Education
Carnegie Mellon University 1995 — 1999
BS, Business Administration
Borden Light Marine Contracting, Inc. September 2004 - Present
Department of Defense January 2004 - August 2004
Merrill Lynch July 2001 - January 2004
Education
Carnegie Mellon University 1996 — 2001
Peak Dental Services January 2008 - Present
Palm Management & Properties 2002 - 2010
McKinsey & Company 2004 - 2008
Merrill Lynch 2002 - 2003
McKinsey & Company 2000 - 2002
Skills
Entrepreneurship, Start-ups, Healthcare, Strategy, Business Strategy, Project Management, Business Development, Venture Capital, Management Consulting, Mergers & Acquisitions, Strategic Planning, Business Planning, Corporate Development, Marketing Strategy, Strategic Consulting, Management, Leadership
Education
Northwestern University - Kellogg School of Management 2003 — 2004
MBA, Business Administration
Carnegie Mellon University 1996 — 2000
BS, Business Administration
Kingsland High
FA Integrations August 2013 - Present
REAL Integrated Technology, LLC October 2012 - April 2014
UBS Financial Services July 2007 - July 2012
Merrill Lynch March 2002 - July 2007
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Wealth Management, Series 9, Series 10, Risk Management, FINRA, Mergers & Acquisitions, Salesforce.com, Asset Management, Management, Budgets, Recruiting
Education
Capital University 2004 — 2006
Master of Business Administration (M.B.A.)
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Chicago Clearing Corporation 1993 - Present
CBOE 1986 - 1994
Fossett Corporation 1985 - 1994
Merrill Lynch 1981 - 1985
Skills
Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, FX Options, Marketing Strategy, Asset Managment, Microsoft Excel, Financial Analysis, Portfolio Management, Start-ups, Sales Management, Software Development, Private Equity, Hedge Funds, New Business Development, Equities, Financial Risk, Strategy, Financial Modeling, Alternative Investments, Wealth Management, Loans, Public Speaking, Business Planning, Risk Management, Negotiation, Exit Strategies, Options, Securities, Entrepreneurship, Due Diligence, Capital Markets, Business Strategy, Investment Advisory, Trading, Investor Relations, Asset Allocation, Venture Capital, Financial Services, Finance, Financial Markets, Mutual Funds, Strategic Financial..., Economics, Relationship Management
Education
Carleton College 1977 — 1981
Bachelor of Arts (B.A.), Political Science
Rels Valuation September 2012 - Present
Twin Cities Metro Appraisal September 2009 - June 2011
Merrill Lynch August 2004 - May 2008
Skills
Real Estate Economics, Valuation, Real Estate
Education
Carleton College 1994 — 1998
Bachelor of Arts (BA), Fine/Studio Arts, General
University of Phoenix -- San Diego Campus April 2006 - Present
Merrill Lynch March 2014 - February 2015
Mitchell International March 2007 - December 2013
American Metal Processing December 2001 - July 2008
Naval Facilities Engineering Command August 2002 - May 2004
Sanwa Components January 2001 - December 2001
Skills
Quantitative Research, Leadership, Statistics, Research, Economics
Education
University of California, Irvine 2004 — 2007
MA, Economics
Capella University 2007 — 2010
ABD, Business
San Diego State University-California State University 2002 — 2004
MA, Applied Economics
Aflac June 2009 - Present
Wedbush Morgan 2008 - October 2008
BMR Artists, Inc. October 2005 - May 2008
Merrill Lynch July 2004 - July 2005
Education
Carnegie Mellon University 2001 — 2004
MSPPM, Public Policy and Management
San Francisco Conservatory of Music 1996 — 1999
Bachler of Music, Piano Performance
Oberlin College 1993 — 1995
Piano Performance
Merrill Lynch 2001 - 2009
Education
Capella University 2005 — 2009
UBS Financial Services November 2012 - Present
Merrill Lynch 1998 - 2012
Education
Capital University Law School 1978 — 1981
Doctor of Law (JD)
The Ohio State University 1973 — 1977
Bachelor of Arts (BA), International Studies
Quinn Emanuel September 2011 - Present
Alston & Bird LLP December 2009 - September 2011
Alston & Bird LLP July 2008 - August 2008
Goodwin Procter LLP May 2008 - July 2008
Alston & Bird LLP May 2007 - July 2007
Columbia Management June 2005 - June 2006
Bank of America 2004 - 2006
Banc of America Investments June 2004 - June 2005
Merrill Lynch June 2003 - August 2003
Skills
Intellectual Property, Risk Management, Legal Research, Derivatives, Litigation, Patents, Legal Writing, Portfolio Management
Education
The University of Texas School of Law 2007 — 2009
JD, Intellectual Property Law
Carnegie Mellon University 2000 — 2004
BS, Electrical and Computer Engineering; Economics
HSBC August 2004 - Present
Franklin Templeton Investments March 2002 - July 2004
Merrill Lynch 1997 - 2000
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance
Carleton College 1990 — 1995
BA
MelonPrep April 2013 - Present
Merrill Lynch January 2011 - August 2013
Merrill Lynch Global Markets March 2008 - June 2012
Merrill Lynch June 2007 - August 2007
Education
Carnegie Mellon University 2004 — 2007
Information systems Major, Business Administration Additional Major, Systems design, Statics and Data Mining
Hyundai Motor America April 2011 - Present
AT&T Wireless April 2010 - April 2011
Merrill Lynch July 2004 - March 2008
Raritan Bay Medical Center January 2002 - September 2007
Merrill Lynch July 2001 - July 2006
Catholic Charities December 1996 - April 2001
Skills
Outlook, Microsoft Office, Strategic Planning, Customer Service, Customer Satisfaction, Microsoft Excel, Access, Portfolio Management, Analysis, Healthcare, Leadership, Sales, Research, Process Improvement, Data Analysis, Public Speaking, Team Building, Management, Program Management
Education
Capella University 2009 — 2012
Health Administration, Healthcare finance, Helathcare Communications, Healthcare Management
Capella University 2009 — 2012
Masters in Human Services, Health Care Administratiom
Devry institute of Technology 1997 — 1999
Associates, Computer Information Systems
Lincoln University 1990 — 1994
Bachelor of Science, Sociology
Wells Fargo Home Mortgage September 2010 - Present
Knightsbridge Solutions May 1996 - December 2006
Ernst & Young September 1992 - May 1996
Merrill Lynch September 1987 - May 1990
Skills
Data Governance, Data Warehouse..., Data Integration, Dimensional Modeling, Data Marts, Data Quality, Teradata, Master Data Management, ETL, Data Modeling, Data Warehousing, Informatica, Erwin, Dashboard
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Carnegie Mellon University 1983 — 1987
B.S., Applied Math / Computer Science
Merrill Lynch January 1992 - Present
Metatec Corporation March 1987 - December 1991
Digital Equipment Corporation March 1980 - March 1987
Skills
Retirement Planning, Estate Planning, Financial Planning, Investment Advisory, Investments, Series 63, Strategic Financial..., Series 7, Wealth Management, Pensions, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Financial Advisory, Retirement, Public Speaking, Financial Analysis, Customer Service, Investment Strategies, Leadership, Strategic Planning, Team Building
Education
Capital University - School of Management 1982 — 1985
Master of Business Administration (M.B.A.)
Miami University 1974 — 1978
Bachelor's Degree, Chemistry, Zoology
St. Charles Preparatory High School
Sinclair Community College January 2013 - Present
Thrivent Financial January 2012 - Present
Merrill Lynch January 2011 - December 2011
Ricoh Americas Corporation October 2010 - January 2011
Com-Net Software August 2006 - September 2010
CUC Inc. 2002 - 2004
Education
Capella University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Capella University 2009 — 2010
Bachelor of Science, Business Administration
Freddie Mac 2009 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 1997 - 2000
Merrill Lynch 1994 - 1997
KPMG 1993 - 1994
KPMG 1986 - 1993
Skills
Investments, Securities, Financial Services, Enterprise Risk..., Equities, Corporate Governance, Due Diligence, Auditing, Risk Management, Privacy Law, Operational Risk..., Mergers & Acquisitions, Capital Markets, Financial Risk, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA
Carnegie Mellon University 1982 — 1986
BS
Quantbot Technologies, LP June 2009 - Present
Merrill Lynch November 2004 - August 2010
Morgan Stanley May 2000 - October 2004
Banc of America Securities March 1998 - April 2000
Mizuho Financial Group December 1993 - February 1998
Education
Carnegie Mellon University 1995 — 1997
Masters, Computational Finance
Rutgers University-New Brunswick 1990 — 1993
Masters, Compter Science
National University of Computer and Emerging Sciences 1986 — 1989
BS, Computer Science
Merrill Lynch 2011 - Present
Camping and Education Foundation April 2004 - December 2010
Education
Carleton College 1995 — 2009
BA, Political Science, Economics, History
Merrill Lynch November 2008 - Present
Skills
Financial Analysis, Investments, Equities, Series 7, Financial Modeling, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Bloomberg, Series 63, Hedge Funds, Securities, Investment Strategies, Valuation, Investment Management, Private Equity, Financial Planning
Education
Cardinal Stritch University
Bachelor of Science (B.S.), Business Administration, 3.98
Under Armour May 2015 - Present
CohnReznick LLP March 2013 - May 2015
Merrill Lynch 2003 - 2009
Citigroup 1994 - 1998
Skills
IT Strategy, Data Center, Enterprise Architecture, Virtualization, Disaster Recovery, Integration, Solution Architecture, SaaS, Enterprise Software, Security, Vendor Management, IT Management, Strategy, Business Analysis, Infrastructure, Cisco Technologies, Network Security, Network Architecture, VMware, Consulting, Information Security, VoIP, Management, Telecommunications, Firewalls, ITIL, Cloud Computing, IT Service Management, Start-ups
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Carnegie Mellon University 1990 — 1994
1994, Engineering
Bank of America June 2009 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science, Business Administration - Finance
Google December 2013 - Present
Google May 2011 - December 2013
Google September 2009 - May 2011
McKinsey & Company August 2007 - June 2009
Merrill Lynch June 2006 - August 2006
Boeing June 2005 - August 2005
Skills
Analytics, Management Consulting, Cross-functional Team..., Business Analysis, Strategy, Process Improvement, Data Analysis, Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Analysis, Financial Modeling, Leadership, Business Strategy, Market Research, Product Management, Finance, Analysis, Acquisition Integration, Financial Services, Business Development, Business Process..., Entrepreneurship
Education
Carnegie Mellon University 2003 — 2007
BS, Business Administration, Economics
Marathon Petroleum Company July 2013 - Present
Brown Mackie College April 2011 - Present
Legal Aid of Western Ohio December 2010 - Present
Bogrees Law Co., LPA June 2009 - May 2010
United States District Court May 2008 - July 2008
Merrill Lynch June 2006 - August 2006
Bassi, McCune June 2005 - September 2005
Skills
Legal Research, Litigation, Criminal Law, Family Law, Legal Writing, Property Law, Real Estate
Education
Capital University Law School 2007 — 2010
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration, Finance and Real Estate & Urban Analysis
Anapoco Technologies LLC June 2012 - Present
Freddie Mac August 2009 - April 2010
National Agency for the Redevelopment of the Casamance June 2004 - October 2005
Private Equity Investor/Advisor September 1996 - October 2004
Hayes and Company Finance January 1983 - January 1996
Charles A Bell and Associates 1986 - 1986
Merrill Lynch 1982 - 1983
Computron Technologies 1979 - 1982
Skills
Investment Banking, Power Project..., Strategic Planning, Project Management, Collateralized finance, Securitization, Financial Underwriting, Loss Mitigation, HAMP, Workout Prospector II, Series 7 and 63 NASD..., Process Improvement, Clinical Research, Public Speaking, Foreign Languages, International..., International Business, International Relations, International Trade, International Marketing, Start-up Ventures, Venture Financing, Investments, Business Development, Underwriting, Management Consulting, Program Management, Strategy
Education
University of San Francisco New College of Law 1983 — 1984
Corporations, Finance, and Securities Law
University of Alabama at Birmingham 1975 — 1979
Did not defend PhD Thesis, Advanced Neuroscience Research
Capital University 1973 — 1975
B.A., Chemistry and Biology
Harvard Health Careers Program 1970 — 1974
Health Careers Program, Medical Sciences
University of Illinois Circle Campus 1971 — 1973
Non Degree, Neuroscience Program
Ohio University, Athens Ohio 1967 — 1970
Pre-Medicine
Bloomberg LP April 2012 - Present
Bloomberg June 2010 - April 2012
UBS June 2009 - August 2009
Merrill Lynch 2006 - 2007
Skills
Bloomberg Terminal, Bloomberg, Equities, Financial Analysis, Hedge Funds, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Investment Banking, Equity Valuation, Series 7, VBA, Economics, Finance, Options, Due Diligence, Quantitative Analytics, Data Analysis
Education
Carnegie Mellon University 2006 — 2010
B.S. with University Honors
Stuyvesant High School
Abstract Development, LLC August 2004 - Present
Financial Times Interactive Data February 2002 - August 2004
Merrill Lynch May 2000 - January 2002
New York Mercantile Exchange November 1999 - May 2000
First Mortgage Network/Mortgage.com December 1997 - November 1999
Prolifics March 1997 - October 1997
ILX Systems September 1996 - March 1997
DEERS/US Navy January 1996 - September 1996
Led a small team of developers. Designed, implemented query and presentation tools using Visual Basi August 1994 - November 1995
Credit Suisse First Boston April 1994 - August 1994
Skills
Copy Editing, Publishing, Editing, Newsletters, Copywriting, SEO, Business Analysis, Magazines, Editorial, Software Development, Proofreading, Public Speaking, Event Planning, Advertising, Graphic Design, Photography, Online Advertising, Data-Driven Program..., Economics, Financial Systems Design, Mathematics, Mathematical Logic, Philosophy, Artificial Intelligence, Singing, Songwriting, French Horn, Trumpet, Choral, Writing, Poetry, Lisp, .NET, C#, HTML, PHP, Java, JavaScript, jQuery, AJAX, Microsoft SQL Server, Databases, SQL, XML, Unix, C, Microsoft Office
Education
Carnegie Mellon University 1983 — 1987
Master of Science (M.S.), Mathematics
Grinnell College 1975 — 1979
BA, Mathematics, Economics(minor)
Merrill Lynch January 2008 - Present
US Navy May 1987 - September 2008
US Navy January 2000 - January 2003
Skills
Supervisory Skills, Strategic Planning, Organizational..., Microsoft Office, Writing, Counseling, Cognos, Workflow Analysis, Change Management, Mentoring, Administration, Quality Assurance, Analysis, Executive Management, Budgets, System Administration, Team Leadership, Military, Program Management, Process Improvement, Team Building, Security Clearance, Cross-functional Team..., DoD, Project Planning, Management, Project Management, Leadership Development, Human Resources, Process Engineering, Business Analysis, Risk Management, Customer Satisfaction, Policy, Training, Government, Operations Management, Psychotherapy, Six Sigma, Leadership, Coaching, Operational Planning, Software Documentation, Business Process..., Military Experience, Vendor Management, Logistics, Military Operations, Security, Performance Management
Education
Capella University 2010 — 2013
PhD, Organization and Management
Saint Leo University 2008 — 2010
MBA, MBA
Saint Leo University 2001 — 2008
Bachelor's, Computer Information Systems
Naval Leadership School 1998 — 1998
Apple Valley High School 1984 — 1987
Infosys June 2013 - Present
State Street June 2012 - June 2013
State Street June 2011 - April 2013
State Street January 2006 - May 2011
State Street July 2002 - December 2005
Merrill Lynch 1999 - 2002
Lipper, A Thomson Reuters Company 1997 - 1999
J.P. Morgan 1996 - 1997
Morgan Stanley 1995 - 1996
Skills
Big Data Analytics, Digital Strategy, IT Simplification &..., New Product Development, Software & Data..., Problem Solving, Analytics, Product Strategy, Business Intelligence, Product Marketing, Product Management, Alliance-building, Vendor Management, Market Research, Program Management, Business Planning &..., Project Management, Integration, SaaS, Building High..., Organizational..., Cross-functional Team..., Customer Engagement, Sales Enablement, Investment Solutions..., Business Process..., ITIL Service Strategy, Contract Negotiation, Licensing, Commercials, Risk Management, Fixed Income, Business Analysis, Executive Management
Education
Carnegie Mellon University
MS, Management
Delhi Institute of Technology, Delhi University
BE, Computer Sc & Engg.
Springdales School, Pusa Road, Delhi
Merrill Lynch January 2011 - Present
Edward Jones August 2008 - December 2010
Northwestern Mutual Financial Network 2007 - 2008
Education
Florida Gulf Coast University 2006 — 2008
BS, Finance
Capital University - School of Management 2004 — 2006
Associates, Business
Merrill Lynch March 2010 - Present
Duke Energy Marketing & Trading 1998 - 2003
Skills
Bloomberg, Derivatives, Financial Modeling
Education
Capella University
Merrill Lynch September 2010 - May 2012
BNP Paribas March 2005 - June 2010
BARRA Inc. July 1989 - January 2000
Skills
Microsoft SQL Server, C#/.Net, Oracle PL/SQL..., Fixed Income, Commodities Trading..., Data Analysis, Databases, C++ Language, ETL Tools, Software Development, Windows, Unix, VBA, Microsoft Excel, Production Support, Troubleshooting, Trading Systems, Java
Education
Carnegie Mellon University 1978 — 1981
BS, Mathematics (Computer Science)
Electronic Arts (EA) June 2015 - Present
KH Metals March 2011 - August 2014
Sparkshade Pictures June 2012 - April 2014
Booz Allen Hamilton March 2009 - February 2011
Merrill Lynch June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Business Analysis, SharePoint, Technical Writing, Business Strategy, Project Management, SQL, Business Development, Program Management, SDLC, Software Project..., Microsoft Project, Process Improvement, Proposal Writing, Digital Media, Microsoft Office, Data Analytics
Education
Carnegie Mellon University
Bachelor's Degree, Information Systems, Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.)
Standard & Poor's January 2015 - Present
Merrill Lynch January 2014 - December 2014
American Express May 2014 - August 2014
CITIC Bank International July 2013 - August 2013
Liberty Mutual Insurance May 2012 - August 2012
China Central Depository and Clearing Company June 2011 - August 2011
Skills
Java, R, Microsoft Office, Matlab, SQL
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research
Carnegie Mellon University 2009 — 2013
Bachelor of Science (BS), Operations Research and Statistics
Andra Merrell LSW April 2010 - Present
Miami County Children's Services May 1993 - October 2009
Merrill Lynch March 1969 - April 1975
Skills
Entrepreneurship, Personal Development, Executive Coaching, Leadership Development, Start-ups, Management Consulting, Marketing Strategy, New Business Development, Business Strategy
Education
Capital University 1993 — 1995
Bachelor of Social Work, Social Work
Edison Community College 1991 — 1993
Associate of Applied Science, Human Services, General
Pathfinder Capital Advisors LLC January 2002 - Present
BofA Merrill Lynch 1999 - 2001
Merrill Lynch March 1989 - April 1996
JP Morgan 1983 - 1988
Skills
Structuring, Capital Markets, Investment Banking, Project Finance, Tax-advantaged..., Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Renewable Energy, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Structured Finance, Structured Products, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Restructuring, Equities, Leveraged Finance, M&A experience, Corporate Development, IPO, LBO, Joint Ventures, Fixed Income, Securities, Asset Management, Investments, Portfolio Management, Investor Relations, Venture Capital
Education
Carnegie Mellon University 1982 — 1984
MBA
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Chemical Engineering/Petroleum Engineering
Morgan Stanley March 2004 - Present
CIBC World Markets January 2003 - March 2004
Merrill Lynch March 2000 - January 2003
Skills
Mutual Funds, Series 63, Venture Capital, Start-ups, Program Management, Hedging, Financial Analysis, Valuation, Alternative Investments, Series 7, Mergers & Acquisitions, Estate Planning, Wealth, Business Strategy, Financial Modeling, Business Development, Private Equity, Portfolio Management, Strategy, Finance, Management Consulting, Equities, Due Diligence, Fixed Income, Asset Management, Investments, Capital Markets, Banking, Executive Management, Wealth Management, Risk Management, Series 65, Entrepreneurship, Restructuring
Education
Carleton University
Queen's University
Administrative Controls Management, Inc. August 2005 - Present
Huntington National Bank March 2004 - August 2005
Western Credit Union October 2002 - March 2004
Merrill Lynch May 2001 - May 2002
Cord Camera 1998 - 2001
Skills
Analysis, Financial Analysis, Process Improvement, Risk Management, Project Planning, Budgets, Management, Project Control, Microsoft Office, Process Scheduler, Microsoft Excel
Education
Denison University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Capital University Law School
Zeehandelar, Sabatino & Associates, LLC September 2012 - Present
Giant Eagle June 2011 - August 2011
Merrill Lynch June 2010 - May 2011
Skills
Legal Research, Civil Litigation, Litigation, Legal Writing, Estate Planning
Education
Capital University Law School 2011 — 2014
Doctor of Law (JD)
Xavier University 2007 — 2011
Bachelor of Arts (BA), Economics