Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Donald Huff Donald Huff's Merrill Lynch Experience May 2000 - November 2009
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2009 - Present
Merrill Lynch May 2000 - November 2009
Education
Carthage College
BA, Business, Poli-Sci
College for Financial Planning
CRPC(r), Chartered Retirement Planning Counselor
Ameriprise Financial November 2009 - Present
Merrill Lynch May 2000 - November 2009
Education
Carthage College
BA, Business, Poli-Sci
College for Financial Planning
CRPC(r), Chartered Retirement Planning Counselor
Omid Rezania's Merrill Lynch Experience May 2015 - Present
Job Senior Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
San Diego State University August 2014 - May 2015
California Public Employees Retirement System September 2005 - November 2013
Clarity 2003 - 2005
Electronicast 2001 - 2003
Merrill Lynch 1997 - 2000
Wiremold Company 1994 - 1995
Skills
Equities, Portfolio Management, Trading, Fixed Income, Quantitative Finance, Hedge Funds, Behavioral Finance, Commodity, Investments, Currency, Emerging Markets, Investment Management, Bonds, Matlab, Derivatives, Finance, Asset Management, Global Macro, Systematic, High Frequency Trading, Alternative Investments, Financial Markets, Proprietary Trading, Foreign Exchange, Asset Allocation, Trading Strategies, Quantitative Analytics, Options, Hedging, Capital Markets, FX Options, Investment Strategies, Structured Products, FX trading, Equity Research
Education
Karlsruhe Institute of Technology (KIT)
PhD, Statistics, Econometrics and Mathematical Finance
Imperial College London
MPhil & DIC, Mathematical Finance
University of Pennsylvania 1995 — 1997
MA, International Political Economy
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Carnegie Mellon University 1993 — 1994
MSc, Mechanical Engineering
Sharif University of Technology 1985 — 1990
BSc, Mechanical Engineering
Merrill Lynch May 2015 - Present
San Diego State University August 2014 - May 2015
California Public Employees Retirement System September 2005 - November 2013
Clarity 2003 - 2005
Electronicast 2001 - 2003
Merrill Lynch 1997 - 2000
Wiremold Company 1994 - 1995
Skills
Equities, Portfolio Management, Trading, Fixed Income, Quantitative Finance, Hedge Funds, Behavioral Finance, Commodity, Investments, Currency, Emerging Markets, Investment Management, Bonds, Matlab, Derivatives, Finance, Asset Management, Global Macro, Systematic, High Frequency Trading, Alternative Investments, Financial Markets, Proprietary Trading, Foreign Exchange, Asset Allocation, Trading Strategies, Quantitative Analytics, Options, Hedging, Capital Markets, FX Options, Investment Strategies, Structured Products, FX trading, Equity Research
Education
Karlsruhe Institute of Technology (KIT)
PhD, Statistics, Econometrics and Mathematical Finance
Imperial College London
MPhil & DIC, Mathematical Finance
University of Pennsylvania 1995 — 1997
MA, International Political Economy
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Carnegie Mellon University 1993 — 1994
MSc, Mechanical Engineering
Sharif University of Technology 1985 — 1990
BSc, Mechanical Engineering
Jason Qiu Jason Qiu's Merrill Lynch Experience June 2012 - August 2012
Job Software architect Contractor
Industry Information Technology and Services
Experience
Alpine Data Labs May 2015 - Present
BrightEdge August 2014 - March 2015
eBay Inc February 2013 - April 2014
Merrill Lynch June 2012 - August 2012
ZhiHeng Information Technology July 2008 - April 2010
Xiamen TigreCity Business Management Company June 2007 - December 2008
Skills
Java, SQL, Data Mining, Databases, JavaScript, MySQL, Data Warehousing, Software Development, Integration, CSS, HTML, E-commerce, Microsoft Office, Spreadsheets, Object Oriented Design, Distributed Systems, Struts, Spring, Hibernate, AJAX, Marketing Strategy, Operations Research, Business Process, Python, Linux, Cloud Computing, Business Intelligence, Scala, Akka, Spark, Hadoop, Functional Programing, Spray, Machine Learning, REST
Education
Carnegie Mellon University 2011 — 2013
Master's Degree, Information Technology, 3.7
Xiamen University 2007 — 2011
Bachelor of Science (B.S.), 3.8
Alpine Data Labs May 2015 - Present
BrightEdge August 2014 - March 2015
eBay Inc February 2013 - April 2014
Merrill Lynch June 2012 - August 2012
ZhiHeng Information Technology July 2008 - April 2010
Xiamen TigreCity Business Management Company June 2007 - December 2008
Skills
Java, SQL, Data Mining, Databases, JavaScript, MySQL, Data Warehousing, Software Development, Integration, CSS, HTML, E-commerce, Microsoft Office, Spreadsheets, Object Oriented Design, Distributed Systems, Struts, Spring, Hibernate, AJAX, Marketing Strategy, Operations Research, Business Process, Python, Linux, Cloud Computing, Business Intelligence, Scala, Akka, Spark, Hadoop, Functional Programing, Spray, Machine Learning, REST
Education
Carnegie Mellon University 2011 — 2013
Master's Degree, Information Technology, 3.7
Xiamen University 2007 — 2011
Bachelor of Science (B.S.), 3.8
Norman Niemer Norman Niemer's Merrill Lynch Experience July 2005 - August 2006
Job Hedge fund analyst with a focus on datadriven investment management
Industry Investment Management
Experience
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
Troy M Brooks Troy M Brooks's Merrill Lynch Experience July 2006 - June 2007
Job Microsoft Dynamics CRM Professional
Industry Information Technology and Services
Experience
Tricension March 2008 - Present
H&R Block July 2007 - February 2008
Merrill Lynch July 2006 - June 2007
Unisys October 2003 - July 2006
SprintPCS October 2002 - March 2003
AT&T Business Services October 1992 - January 2002
Skills
SSRS, Visio, Business Intelligence, Integration, PL/SQL, Project Management, XML, Change Management, Software Development, SQL, Requirements Analysis, CRM, Business Analysis, Disaster Recovery, T-SQL, WCF, Software Documentation, User Experience, Enterprise Software, Microsoft CRM, SharePoint, Scribe, Visual Studio, BPO, User Acceptance Testing, Software Quality..., Oracle, Business Analytics, Microsoft SQL Server, Quality Assurance, Business Process..., Management Consulting, Software Project..., SDLC, Crystal Reports
Education
Keller Graduate School of Management 1997 — 2000
Masters of Business Administration, Business
Case Western Reserve University 1990 — 1992
Bachelor of Science, Computer Engineering
Thiel College 1987 — 1990
Bachelor of Arts, Computer Science
Tricension March 2008 - Present
H&R Block July 2007 - February 2008
Merrill Lynch July 2006 - June 2007
Unisys October 2003 - July 2006
SprintPCS October 2002 - March 2003
AT&T Business Services October 1992 - January 2002
Skills
SSRS, Visio, Business Intelligence, Integration, PL/SQL, Project Management, XML, Change Management, Software Development, SQL, Requirements Analysis, CRM, Business Analysis, Disaster Recovery, T-SQL, WCF, Software Documentation, User Experience, Enterprise Software, Microsoft CRM, SharePoint, Scribe, Visual Studio, BPO, User Acceptance Testing, Software Quality..., Oracle, Business Analytics, Microsoft SQL Server, Quality Assurance, Business Process..., Management Consulting, Software Project..., SDLC, Crystal Reports
Education
Keller Graduate School of Management 1997 — 2000
Masters of Business Administration, Business
Case Western Reserve University 1990 — 1992
Bachelor of Science, Computer Engineering
Thiel College 1987 — 1990
Bachelor of Arts, Computer Science
Chad Kanyer's Merrill Lynch Experience June 2009 - August 2009
Job Consultant at Loft9
Industry Management Consulting
Experience
Loft9 July 2015 - Present
PwC June 2013 - June 2015
PwC June 2012 - June 2013
Freddie Mac June 2011 - June 2012
Freddie Mac June 2010 - July 2011
Merrill Lynch June 2009 - August 2009
Northwestern Mutual Financial Network December 2007 - June 2009
Renee Abrams and Associates 2008 - 2008
Skills
Program Management, Project Management, Software Quality..., User Acceptance Testing, Cross-functional Team..., Agile Project Management, SDLC, Payment Cardholder..., Change Management, Business Process, Vendor Management, Contract Negotiation, Contract Management, RFP Generation, Business Analysis, Agile Application..., Business Process..., Microsoft Excel, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science
Loft9 July 2015 - Present
PwC June 2013 - June 2015
PwC June 2012 - June 2013
Freddie Mac June 2011 - June 2012
Freddie Mac June 2010 - July 2011
Merrill Lynch June 2009 - August 2009
Northwestern Mutual Financial Network December 2007 - June 2009
Renee Abrams and Associates 2008 - 2008
Skills
Program Management, Project Management, Software Quality..., User Acceptance Testing, Cross-functional Team..., Agile Project Management, SDLC, Payment Cardholder..., Change Management, Business Process, Vendor Management, Contract Negotiation, Contract Management, RFP Generation, Business Analysis, Agile Application..., Business Process..., Microsoft Excel, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science
Ji Soo Hong Ji Soo Hong's Merrill Lynch Experience July 2009 - August 2009
Job .
Industry Retail
Experience
Woosung Construction and Management September 2011 - January 2014
Merrill Lynch July 2009 - August 2009
Newedge June 2009 - July 2009
Education
Carnegie Mellon University 2006 — 2010
Economics, Bachelor of Science (BS)
Woosung Construction and Management September 2011 - January 2014
Merrill Lynch July 2009 - August 2009
Newedge June 2009 - July 2009
Education
Carnegie Mellon University 2006 — 2010
Economics, Bachelor of Science (BS)
Ela Kulkarni Ela Kulkarni's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Yext
Industry Internet
Experience
Yext November 2014 - Present
Citi June 2013 - October 2014
Carnegie Mellon University August 2009 - May 2013
Citi June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, R, Stata, SPSS
Education
Carnegie Mellon University 2009 — 2013
BS, Economics
Yext November 2014 - Present
Citi June 2013 - October 2014
Carnegie Mellon University August 2009 - May 2013
Citi June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, R, Stata, SPSS
Education
Carnegie Mellon University 2009 — 2013
BS, Economics
Vivian Cheung Vivian Cheung's Merrill Lynch Experience September 2009 - December 2009
Job
Industry Information Technology and Services
Experience
Marketo 2013 - 2015
Marketo 2013 - 2015
Manumetal June 2012 - August 2012
OANDA May 2010 - August 2010
Merrill Lynch September 2009 - December 2009
PwC January 2009 - April 2009
Skills
SQL, Java, HTML, C++, Microsoft Office, Microsoft Excel, R
Education
Carnegie Mellon University 2011 — 2013
Master of Information System Management
University of Waterloo 2006 — 2011
Bachelor's of Applied Science
Marketo 2013 - 2015
Marketo 2013 - 2015
Manumetal June 2012 - August 2012
OANDA May 2010 - August 2010
Merrill Lynch September 2009 - December 2009
PwC January 2009 - April 2009
Skills
SQL, Java, HTML, C++, Microsoft Office, Microsoft Excel, R
Education
Carnegie Mellon University 2011 — 2013
Master of Information System Management
University of Waterloo 2006 — 2011
Bachelor's of Applied Science
Joel Poncz Joel Poncz's Merrill Lynch Experience March 2008 - September 2008
Job Executive Director of USino Angels Alliance Foundation
Industry Nonprofit Organization Management
Experience
Access2Interpreters December 2014 - June 2015
Central University of Finance and Economics (中央财经大学） September 2011 - June 2013
Children's Hope International 2012 - 2013
Capital University of Economics and Business September 2009 - June 2011
Merrill Lynch March 2008 - September 2008
Puget Consumer Coop 2004 - 2006
Skills
Translation, Mandarin, Teaching, Research, Public Speaking, Microsoft Office, Event Planning, Social Media, Editing, Business Strategy, Entrepreneurship, Community Outreach, Project Management, International Business, PowerPoint
Education
The Ohio State University 2013 — 2014
Chinese Language and Literature
The Evergreen State College 2006 — 2009
Bachelor's Degree, Economics
Cascadia Community College 2005 — 2006
High School, 3.65
Access2Interpreters December 2014 - June 2015
Central University of Finance and Economics (中央财经大学） September 2011 - June 2013
Children's Hope International 2012 - 2013
Capital University of Economics and Business September 2009 - June 2011
Merrill Lynch March 2008 - September 2008
Puget Consumer Coop 2004 - 2006
Skills
Translation, Mandarin, Teaching, Research, Public Speaking, Microsoft Office, Event Planning, Social Media, Editing, Business Strategy, Entrepreneurship, Community Outreach, Project Management, International Business, PowerPoint
Education
The Ohio State University 2013 — 2014
Chinese Language and Literature
The Evergreen State College 2006 — 2009
Bachelor's Degree, Economics
Cascadia Community College 2005 — 2006
High School, 3.65
Michael Vidmar Michael Vidmar's Merrill Lynch Experience June 2005 - September 2005
Job Associate at Brown Gibbons Lang & Company
Industry Legal Services
Experience
Brown Gibbons Lang & Company February 2013 - Present
PwC July 2011 - June 2012
Cuyahoga County Public Defender May 2009 - July 2009
Accenture July 2006 - August 2008
Merrill Lynch June 2005 - September 2005
VIDMAR INC June 1998 - January 2005
Skills
Financial Analysis, Finance, Legal Writing, Financial Modeling, Consulting, Legal Research, Project Management, Microsoft Office, SAP ERP, SAP CRM, Report Writing, Negotiation, Westlaw, IT Management, Client Billing, Technology, Technical Documentation, Information Systems..., Series 7, Real Estate Financing, Real Estate Transactions
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
M.B.A.
Case Western Reserve University School of Law 2008 — 2011
JD/MBA, Law
John Carroll University 2002 — 2006
Bachelor of Science (BS), Finance ; Business Information Systems
Lake Catholic 1998 — 2002
Brown Gibbons Lang & Company February 2013 - Present
PwC July 2011 - June 2012
Cuyahoga County Public Defender May 2009 - July 2009
Accenture July 2006 - August 2008
Merrill Lynch June 2005 - September 2005
VIDMAR INC June 1998 - January 2005
Skills
Financial Analysis, Finance, Legal Writing, Financial Modeling, Consulting, Legal Research, Project Management, Microsoft Office, SAP ERP, SAP CRM, Report Writing, Negotiation, Westlaw, IT Management, Client Billing, Technology, Technical Documentation, Information Systems..., Series 7, Real Estate Financing, Real Estate Transactions
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
M.B.A.
Case Western Reserve University School of Law 2008 — 2011
JD/MBA, Law
John Carroll University 2002 — 2006
Bachelor of Science (BS), Finance ; Business Information Systems
Lake Catholic 1998 — 2002
Michelle Grey Michelle Grey's Merrill Lynch Experience February 1991 - July 1993
Job Owner, AIP Organizing Solutions and Student Organizers of Atl.
Industry Individual & Family Services
Experience
Student Organizers of Atlanta January 2006 - Present
AIP Organizing Solutions January 2003 - Present
Marcus Jewish Community Center February 2002 - December 2004
Nomura Securities International, Inc January 1993 - January 1994
Merrill Lynch February 1991 - July 1993
AT&T January 1988 - January 1989
CBM Automated Systems, Inc January 1987 - June 1988
Arthur Andersen & Co August 1985 - April 1987
Skills
Project Planning, Curriculum Design, Adults, Non-profits, Public Speaking, Leadership Development, Coaching, Event Planning, Teaching, Small Business, Strategic Planning, Event Management, Social Media, Program Development, Personal Development
Education
Columbia University, Teachers College 1989 — 1990
M.A, Organizational Psychology
Carnegie Mellon University 1981 — 1985
B.S, Information Systems and Business
Student Organizers of Atlanta January 2006 - Present
AIP Organizing Solutions January 2003 - Present
Marcus Jewish Community Center February 2002 - December 2004
Nomura Securities International, Inc January 1993 - January 1994
Merrill Lynch February 1991 - July 1993
AT&T January 1988 - January 1989
CBM Automated Systems, Inc January 1987 - June 1988
Arthur Andersen & Co August 1985 - April 1987
Skills
Project Planning, Curriculum Design, Adults, Non-profits, Public Speaking, Leadership Development, Coaching, Event Planning, Teaching, Small Business, Strategic Planning, Event Management, Social Media, Program Development, Personal Development
Education
Columbia University, Teachers College 1989 — 1990
M.A, Organizational Psychology
Carnegie Mellon University 1981 — 1985
B.S, Information Systems and Business
Nate Petersen, CRPC®'s Merrill Lynch Experience 2000 - 2003
Job Associate Manager | Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Mingyu Tang Mingyu Tang's Merrill Lynch Experience June 2012 - August 2012
Job Quantitative Researcher at Arxis Capital
Industry Financial Services
Experience
Arxis Capital March 2015 - Present
Carnegie Mellon University 2011 - January 2015
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Carnegie Mellon University January 2011 - December 2011
Ernst & Young March 2010 - May 2010
Skills
C++, C, R, Python, Machine Learning, Stochastic Processes, Time Series Analysis, Data Mining, Financial Modeling, Statistical Modeling, Statistical Arbitrage, Quantative Analysis, Quantitative Research
Education
Carnegie Mellon University 2010 — 2015
Ph.D., Statistics, Department of Statistics, 4.0/4.0
Carnegie Mellon University 2010 — 2015
Master's degree, Machine Learning, School of Computer Science, 4.0/4.0
Peking University 2006 — 2010
Bachelor of Science, Mathematics
Arxis Capital March 2015 - Present
Carnegie Mellon University 2011 - January 2015
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Carnegie Mellon University January 2011 - December 2011
Ernst & Young March 2010 - May 2010
Skills
C++, C, R, Python, Machine Learning, Stochastic Processes, Time Series Analysis, Data Mining, Financial Modeling, Statistical Modeling, Statistical Arbitrage, Quantative Analysis, Quantitative Research
Education
Carnegie Mellon University 2010 — 2015
Ph.D., Statistics, Department of Statistics, 4.0/4.0
Carnegie Mellon University 2010 — 2015
Master's degree, Machine Learning, School of Computer Science, 4.0/4.0
Peking University 2006 — 2010
Bachelor of Science, Mathematics
L. Todd Gibson L. Todd Gibson's Merrill Lynch Experience August 1997 - August 2001
Job Principal at Squire Patton Boggs (US) LLP
Industry Law Practice
Experience
Squire Patton Boggs (US) LLP August 2003 - Present
Weil Gotshal and Manges September 2001 - July 2003
Merrill Lynch August 1997 - August 2001
Deloitte November 1996 - July 1997
Skills
ISDA, Healthcare Finance, Structured Finance, Swaps, Bonds, Derivatives, Banking, Risk Management, Corporate Law, Financial Structuring
Education
Case Western Reserve University 1992 — 1996
JD / MBA
Denison University 1987 — 1991
B.A., Economics
Phillips Exeter Academy 1984 — 1987
Diploma
Squire Patton Boggs (US) LLP August 2003 - Present
Weil Gotshal and Manges September 2001 - July 2003
Merrill Lynch August 1997 - August 2001
Deloitte November 1996 - July 1997
Skills
ISDA, Healthcare Finance, Structured Finance, Swaps, Bonds, Derivatives, Banking, Risk Management, Corporate Law, Financial Structuring
Education
Case Western Reserve University 1992 — 1996
JD / MBA
Denison University 1987 — 1991
B.A., Economics
Phillips Exeter Academy 1984 — 1987
Diploma
Ryan Plusch Ryan Plusch's Merrill Lynch Experience August 2005 - February 2009
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Citadel Securities July 2009 - August 2011
Merrill Lynch August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Private Equity, Corporate Finance, Fixed Income, Series 7, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Due Diligence, LBO, Securities
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 2000 — 2003
Bachelor of Science (B.S.), Business Administration
Jefferies & Company August 2011 - Present
Citadel Securities July 2009 - August 2011
Merrill Lynch August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Private Equity, Corporate Finance, Fixed Income, Series 7, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Due Diligence, LBO, Securities
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 2000 — 2003
Bachelor of Science (B.S.), Business Administration
Ying Fei Ying Fei's Merrill Lynch Experience March 2012 - March 2013
Job Software Engineer at Google
Industry Information Technology and Services
Experience
Google March 2013 - Present
Merrill Lynch March 2012 - March 2013
Morgan Stanley June 2011 - August 2011
Ericsson Research and Development Center December 2009 - April 2010
Skills
Java, Python, Online Advertising, Google Analytics, Object Oriented Design, Test Automation..., Test Driven Development, Test Management, Agile Methodologies, C++, SQL, Oracle
Education
Carnegie Mellon University 2010 — 2011
Master, Information System Management, 3.77/4.33
Sun Yat-Sen University 2006 — 2010
Bachelor's degree, Computer Software Engineering
Google March 2013 - Present
Merrill Lynch March 2012 - March 2013
Morgan Stanley June 2011 - August 2011
Ericsson Research and Development Center December 2009 - April 2010
Skills
Java, Python, Online Advertising, Google Analytics, Object Oriented Design, Test Automation..., Test Driven Development, Test Management, Agile Methodologies, C++, SQL, Oracle
Education
Carnegie Mellon University 2010 — 2011
Master, Information System Management, 3.77/4.33
Sun Yat-Sen University 2006 — 2010
Bachelor's degree, Computer Software Engineering
Mallesh Mariswamy Mallesh Mariswamy's Merrill Lynch Experience April 2006 - July 2008
Job Senior Manager at Accenture
Industry Financial Services
Experience
Accenture July 2008 - Present
Merrill Lynch April 2006 - July 2008
HSBC February 2005 - April 2006
Knight Capital Group 1999 - 2004
Bell Communications Research / Bellcore (Now: Telcordia) 1987 - 1999
AT&T 1985 - 1987
Skills
IT Strategy, Business Intelligence, Virtualization, ITIL, Software Project..., Data Center, Enterprise Architecture, Leadership, Infrastructure, IT Management, SDLC, Requirements Analysis, Vendor Management, Strategic Planning, Trading Systems, Program Management, Disaster Recovery, Business Analysis, Information Technology, Budgets, CRM, Cloud Computing, Networking, System Administration, Integration
Education
Carnegie Mellon University 1993 — 1993
Master of Science (MS), Information Networking
Villanova University 1982 — 1983
M.S, Computer Science
SJ College of Engineering
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Accenture July 2008 - Present
Merrill Lynch April 2006 - July 2008
HSBC February 2005 - April 2006
Knight Capital Group 1999 - 2004
Bell Communications Research / Bellcore (Now: Telcordia) 1987 - 1999
AT&T 1985 - 1987
Skills
IT Strategy, Business Intelligence, Virtualization, ITIL, Software Project..., Data Center, Enterprise Architecture, Leadership, Infrastructure, IT Management, SDLC, Requirements Analysis, Vendor Management, Strategic Planning, Trading Systems, Program Management, Disaster Recovery, Business Analysis, Information Technology, Budgets, CRM, Cloud Computing, Networking, System Administration, Integration
Education
Carnegie Mellon University 1993 — 1993
Master of Science (MS), Information Networking
Villanova University 1982 — 1983
M.S, Computer Science
SJ College of Engineering
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Algirdas Grybas Algirdas Grybas's Merrill Lynch Experience June 2008 - August 2008
Job Developer at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management January 2015 - Present
WCG Management February 2013 - January 2014
Barclays June 2012 - January 2013
Bank of America Merrill Lynch July 2010 - December 2011
Bank of America Merrill Lynch February 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Deutsche Bank AG June 2006 - August 2006
Deutsche Bank AG January 2006 - February 2006
Deutsche Bank AG June 2005 - August 2005
Skills
FX trading, Risk Management, Programming, Web Development, Fixed Income Trading, C++, VBA, SQL, S-Plus, R, Matlab, PHP, Regular Expressions, Linux, Fixed Income, Quantitative Finance, FX Options
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
MSc, Computational Finance
Jacobs University Bremen 2004 — 2007
BSc, Mathematics
Vilnius Lyceum 2002 — 2004
Alphadyne Asset Management January 2015 - Present
WCG Management February 2013 - January 2014
Barclays June 2012 - January 2013
Bank of America Merrill Lynch July 2010 - December 2011
Bank of America Merrill Lynch February 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Deutsche Bank AG June 2006 - August 2006
Deutsche Bank AG January 2006 - February 2006
Deutsche Bank AG June 2005 - August 2005
Skills
FX trading, Risk Management, Programming, Web Development, Fixed Income Trading, C++, VBA, SQL, S-Plus, R, Matlab, PHP, Regular Expressions, Linux, Fixed Income, Quantitative Finance, FX Options
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
MSc, Computational Finance
Jacobs University Bremen 2004 — 2007
BSc, Mathematics
Vilnius Lyceum 2002 — 2004
Cheryl Nemec Cheryl Nemec's Merrill Lynch Experience December 2007 - September 2008
Job Portfolio Operations Administrator at Medallion Business Credit
Industry Financial Services
Experience
Medallion Business Credit September 2008 - March 2015
Merrill Lynch December 2007 - September 2008
Merrill Lynch October 2005 - December 2007
Skills
Analysis, Banking, Portfolio Management, Customer Service, Corporate Finance, Account Reconciliation, Accounts Receivable, Internal Controls, Investment Banking, Quality Management, Payments, Event Planning, Leadership
Education
Cedar Crest College 2000 — 2004
Bachelor's degree, Mathematics
Cedar Crest College 2000 — 2004
Bachelor's degree, Mathematics
Medallion Business Credit September 2008 - March 2015
Merrill Lynch December 2007 - September 2008
Merrill Lynch October 2005 - December 2007
Skills
Analysis, Banking, Portfolio Management, Customer Service, Corporate Finance, Account Reconciliation, Accounts Receivable, Internal Controls, Investment Banking, Quality Management, Payments, Event Planning, Leadership
Education
Cedar Crest College 2000 — 2004
Bachelor's degree, Mathematics
Cedar Crest College 2000 — 2004
Bachelor's degree, Mathematics
Mark Alexander Mark Alexander's Merrill Lynch Experience February 2014 - September 2014
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch July 2011 - February 2014
Merrill Lynch June 2010 - August 2010
Roble Belko & Company January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Economics, Fixed Income, Equities, Series 63, Portfolio Management, Microsoft Excel, PowerPoint, Derivatives, Data Analysis, Series 7, Hedge Funds, Investment Banking, Capital Markets, Strategic Financial..., Analytics
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
UNSW Australia 2009 — 2009
B.S. in Business Administration, Business
Providence Equity Partners September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch July 2011 - February 2014
Merrill Lynch June 2010 - August 2010
Roble Belko & Company January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Economics, Fixed Income, Equities, Series 63, Portfolio Management, Microsoft Excel, PowerPoint, Derivatives, Data Analysis, Series 7, Hedge Funds, Investment Banking, Capital Markets, Strategic Financial..., Analytics
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
UNSW Australia 2009 — 2009
B.S. in Business Administration, Business
John LeMieux, CFP, CIMA, CDFA John LeMieux, CFP, CIMA, CDFA's Merrill Lynch Experience 1993 - 2009
Job Principal at AntonLeMieux Financial Group, LLC. Amputee, Cancer Survivor
Industry Financial Services
Experience
Anton LeMieux Financial Group, LLC July 2009 - Present
Merrill Lynch 1993 - 2009
Colby-Sawyer College July 1989 - June 1992
Keene State College September 1987 - June 1989
Skills
Certified Financial..., Certified Divorce..., Certified Investment...
Education
Indiana University Bloomington 1984 — 1985
MS
Lyndon State College 1980 — 1983
BS
Castleton University 1978 — 1980
Mt Ararat
Anton LeMieux Financial Group, LLC July 2009 - Present
Merrill Lynch 1993 - 2009
Colby-Sawyer College July 1989 - June 1992
Keene State College September 1987 - June 1989
Skills
Certified Financial..., Certified Divorce..., Certified Investment...
Education
Indiana University Bloomington 1984 — 1985
MS
Lyndon State College 1980 — 1983
BS
Castleton University 1978 — 1980
Mt Ararat
Timothy Raschuk, CFA Timothy Raschuk, CFA's Merrill Lynch Experience June 2009 - August 2009
Job Investment Analyst at Frontier Equity Hedge Fund Frontaura Capital
Industry Investment Management
Experience
Frontaura Capital August 2012 - Present
Bank of America Merrill Lynch July 2010 - July 2012
Merrill Lynch June 2009 - August 2009
PricewaterhouseCoopers June 2008 - August 2008
Renaissance Capital June 2007 - August 2007
Skills
Bloomberg, Fixed Income, Valuation, Derivatives, Investments, Equities, Capital Markets, Financial Analysis, Asset Managment, Financial Modeling, Hedge Funds, Value Investing, Frontier Markets, Emerging Markets, Financial Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science (B.S.) with University Honors, Business Administration - Finance
Carnegie Mellon University Qatar 2009 — 2009
Kyiv International School 2002 — 2006
High School Diploma with Honors, International Baccalaureate
Frontaura Capital August 2012 - Present
Bank of America Merrill Lynch July 2010 - July 2012
Merrill Lynch June 2009 - August 2009
PricewaterhouseCoopers June 2008 - August 2008
Renaissance Capital June 2007 - August 2007
Skills
Bloomberg, Fixed Income, Valuation, Derivatives, Investments, Equities, Capital Markets, Financial Analysis, Asset Managment, Financial Modeling, Hedge Funds, Value Investing, Frontier Markets, Emerging Markets, Financial Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science (B.S.) with University Honors, Business Administration - Finance
Carnegie Mellon University Qatar 2009 — 2009
Kyiv International School 2002 — 2006
High School Diploma with Honors, International Baccalaureate
Raymar Hampshire Raymar Hampshire's Merrill Lynch Experience July 2005 - May 2008
Job Founder & CEO at SponsorChange @Philanthroteer
Industry Management Consulting
Experience
Deloitte February 2014 - Present
SponsorChange July 2007 - Present
Booz Allen Hamilton April 2012 - February 2014
Corporation for National and Community Service June 2011 - August 2011
White House Office of Faith-Based and Neighborhood Partnerships June 2010 - August 2010
Pittsburgh Cares July 2009 - February 2010
Coro Center for Civic Leadership August 2008 - May 2009
Merrill Lynch July 2005 - May 2008
Skills
Entrepreneurship, Negotiation, Business Analysis, Non-profits, Public Speaking, Fundraising, Research, Event Planning, Community Outreach, Policy Analysis, Social Media, Public Policy, Strategic Planning, Volunteer Management, Program Development, Social Entrepreneurship, Project Management, Microsoft Office, Program Management, Economic Development, Nonprofits, Strategy, Management, Leadership, Social Networking, International..., Community Development, Grant Writing, Market Research, Competitive Analysis, Policy, Consulting, Data Analysis, Public Relations
Education
Carnegie Mellon University - H. John Heinz III College 2010 — 2011
Masters, Public Policy and Management
Wittenberg University 2001 — 2005
B.A., Business Management
Deloitte February 2014 - Present
SponsorChange July 2007 - Present
Booz Allen Hamilton April 2012 - February 2014
Corporation for National and Community Service June 2011 - August 2011
White House Office of Faith-Based and Neighborhood Partnerships June 2010 - August 2010
Pittsburgh Cares July 2009 - February 2010
Coro Center for Civic Leadership August 2008 - May 2009
Merrill Lynch July 2005 - May 2008
Skills
Entrepreneurship, Negotiation, Business Analysis, Non-profits, Public Speaking, Fundraising, Research, Event Planning, Community Outreach, Policy Analysis, Social Media, Public Policy, Strategic Planning, Volunteer Management, Program Development, Social Entrepreneurship, Project Management, Microsoft Office, Program Management, Economic Development, Nonprofits, Strategy, Management, Leadership, Social Networking, International..., Community Development, Grant Writing, Market Research, Competitive Analysis, Policy, Consulting, Data Analysis, Public Relations
Education
Carnegie Mellon University - H. John Heinz III College 2010 — 2011
Masters, Public Policy and Management
Wittenberg University 2001 — 2005
B.A., Business Management
Mike Cautero Mike Cautero's Merrill Lynch Experience June 2006 - August 2006
Job Associate Brand Manager at Campbell Soup Company
Industry Consumer Goods
Experience
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Campbell Soup Company June 2013 - August 2013
J.P. Morgan July 2009 - May 2012
Winged Keel Group June 2008 - August 2008
Federal Home Loan Bank of New York June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Campbell Soup Company June 2013 - August 2013
J.P. Morgan July 2009 - May 2012
Winged Keel Group June 2008 - August 2008
Federal Home Loan Bank of New York June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA
Joshua Baric Tarnow's Merrill Lynch Experience July 2012 - July 2014
Job Analyst at Mesa West Capital
Industry Real Estate
Experience
Mesa West Capital July 2014 - Present
Merrill Lynch July 2012 - July 2014
PNC Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Boy Scouts of America September 2001 - July 2007
Education
University of Pittsburgh 2008 — 2012
BSBA Finance, Economics Minor
Carnegie Mellon University - Tepper School of Business 2011 — 2011
International Business Law
CAPA London Exchange Program 2011 — 2011
Semester Abroad, Economics
Bishop Canevin High School 2004 — 2008
Mesa West Capital July 2014 - Present
Merrill Lynch July 2012 - July 2014
PNC Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Boy Scouts of America September 2001 - July 2007
Education
University of Pittsburgh 2008 — 2012
BSBA Finance, Economics Minor
Carnegie Mellon University - Tepper School of Business 2011 — 2011
International Business Law
CAPA London Exchange Program 2011 — 2011
Semester Abroad, Economics
Bishop Canevin High School 2004 — 2008
Rahul Verma Rahul Verma's Merrill Lynch Experience 1997 - 1999
Job Financial Institution Supervision
Industry Banking
Experience
Federal Reserve Bank of New York May 2014 - Present
Banes Capital Group, LLC April 2012 - March 2014
Mitsubishi UFJ Securities (USA), Inc. March 2011 - April 2012
SGCIB December 2008 - March 2011
SGCIB October 2006 - December 2008
SGCIB December 1999 - September 2006
Merrill Lynch 1997 - 1999
Fidelity Investments July 1995 - March 1997
Skills
Credit Trading, Structured Finance, Risk Management, Derivatives, CDO, Trading Systems, Proprietary Trading, Credit, SBA, SBA 504, Fixed Income, Trading, Structured Products, Equity Derivatives, Credit Derivatives, Hedge Funds, Investment Banking, Equities, Bonds, Financial Services, Portfolio Management, CDS, CLO, Loans, Capital Markets, Financial Structuring, Swaps, ABS, Interest Rate..., FX Options, Alcoholic Beverages, Cheese
Education
Carnegie Mellon University 1991 — 1995
BS, Mathematics, Computer Science, Finance
The Doon School 1985 — 1991
ISC, Physics, Mathematics, Chemistry and Computer Science
Federal Reserve Bank of New York May 2014 - Present
Banes Capital Group, LLC April 2012 - March 2014
Mitsubishi UFJ Securities (USA), Inc. March 2011 - April 2012
SGCIB December 2008 - March 2011
SGCIB October 2006 - December 2008
SGCIB December 1999 - September 2006
Merrill Lynch 1997 - 1999
Fidelity Investments July 1995 - March 1997
Skills
Credit Trading, Structured Finance, Risk Management, Derivatives, CDO, Trading Systems, Proprietary Trading, Credit, SBA, SBA 504, Fixed Income, Trading, Structured Products, Equity Derivatives, Credit Derivatives, Hedge Funds, Investment Banking, Equities, Bonds, Financial Services, Portfolio Management, CDS, CLO, Loans, Capital Markets, Financial Structuring, Swaps, ABS, Interest Rate..., FX Options, Alcoholic Beverages, Cheese
Education
Carnegie Mellon University 1991 — 1995
BS, Mathematics, Computer Science, Finance
The Doon School 1985 — 1991
ISC, Physics, Mathematics, Chemistry and Computer Science
Jill Andrews Jill Andrews's Merrill Lynch Experience December 2007 - March 2008
Job at
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Ken Tomko, CFA CMT CFP Ken Tomko, CFA CMT CFP's Merrill Lynch Experience April 2011 - May 2013
Job CoFounder & Portfolio Manager at T2 Asset Management, LLC
Industry Investment Management
Experience
T2 Asset Management, LLC May 2013 - Present
Merrill Lynch April 2011 - May 2013
Waddell & Reed December 2009 - April 2011
Self Employed Trader September 2008 - December 2009
Trading RM LLC March 2008 - September 2008
Silex Capital February 2006 - August 2007
Education
Carnegie Mellon University 1987 — 1991
B.S., Economics
T2 Asset Management, LLC May 2013 - Present
Merrill Lynch April 2011 - May 2013
Waddell & Reed December 2009 - April 2011
Self Employed Trader September 2008 - December 2009
Trading RM LLC March 2008 - September 2008
Silex Capital February 2006 - August 2007
Education
Carnegie Mellon University 1987 — 1991
B.S., Economics
Carol Weinstein Carol Weinstein's Merrill Lynch Experience August 2012 - September 2013
Job Financial Controller at Fundamental Labor Strategies, Inc.
Industry Accounting
Experience
CPW Financial Services December 2009 - December 2013
Merrill Lynch August 2012 - September 2013
Merrill Lynch January 2012 - April 2012
Caliper October 2005 - February 2009
Caliper 1993 - 2005
Caliper March 1987 - 1993
Sanford Smith & Associates 1979 - 1987
Skills
QuickBooks-Mac & PC, Small Business, Business Analysis, Budget Analysis, Budget Development, Cash Flow Management, Cash Flow Forecasting, PowerPoint, Small Business..., Financial Reporting, Accounting, Budgets, Cash Flow, Risk Management, Finance, Process Improvement, Forecasting, Financial Analysis, Analysis, Management, Internal Controls, Auditing, Cash Management, General Ledger, Strategy, GAAP, Management Consulting, Strategic Planning, Financial Services, Business Strategy, Financial Modeling
Education
Rider University 1985 — 1986
accounting
Syracuse University 1975 — 1977
MPSMA, Business, Communications
Case Western Reserve University 1970 — 1974
BA, Communications
CPW Financial Services December 2009 - December 2013
Merrill Lynch August 2012 - September 2013
Merrill Lynch January 2012 - April 2012
Caliper October 2005 - February 2009
Caliper 1993 - 2005
Caliper March 1987 - 1993
Sanford Smith & Associates 1979 - 1987
Skills
QuickBooks-Mac & PC, Small Business, Business Analysis, Budget Analysis, Budget Development, Cash Flow Management, Cash Flow Forecasting, PowerPoint, Small Business..., Financial Reporting, Accounting, Budgets, Cash Flow, Risk Management, Finance, Process Improvement, Forecasting, Financial Analysis, Analysis, Management, Internal Controls, Auditing, Cash Management, General Ledger, Strategy, GAAP, Management Consulting, Strategic Planning, Financial Services, Business Strategy, Financial Modeling
Education
Rider University 1985 — 1986
accounting
Syracuse University 1975 — 1977
MPSMA, Business, Communications
Case Western Reserve University 1970 — 1974
BA, Communications
Jake Kane Jake Kane's Merrill Lynch Experience June 2006 - January 2009
Job First Vice President, UBS Wealth Management
Industry Financial Services
Experience
Wight, Auer, Kane Group at UBS Wealth Management January 2009 - Present
Merrill Lynch June 2006 - January 2009
Edward Jones May 2002 - June 2006
Skills
Investment Strategies, Mutual Funds, Alternative Investments, Risk Management, Asset Allocation, Real Estate, Strategic Planning, Budgets, Series 7, Investments, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Wight, Auer, Kane Group at UBS Wealth Management January 2009 - Present
Merrill Lynch June 2006 - January 2009
Edward Jones May 2002 - June 2006
Skills
Investment Strategies, Mutual Funds, Alternative Investments, Risk Management, Asset Allocation, Real Estate, Strategic Planning, Budgets, Series 7, Investments, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Andrea Swykowski, PMP's Merrill Lynch Experience 1987 - 1996
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Eric Mendelsohn Eric Mendelsohn's Merrill Lynch Experience 2004 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
National Securities Corporation August 2007 - Present
National Asset Management August 2007 - Present
Merrill Lynch 2004 - 2007
UBS Wealth Management 2002 - 2004
Fusion Management Consulting 1995 - 2002
A.T. Kearney 1993 - 1995
Deloitte Consulting 1988 - 1993
Education
The George Washington University 1983 — 1986
M.S., Operations Research
Carnegie Mellon University 1979 — 1983
B.S., Mathematics (Operations Research and Statistics)
National Securities Corporation August 2007 - Present
National Asset Management August 2007 - Present
Merrill Lynch 2004 - 2007
UBS Wealth Management 2002 - 2004
Fusion Management Consulting 1995 - 2002
A.T. Kearney 1993 - 1995
Deloitte Consulting 1988 - 1993
Education
The George Washington University 1983 — 1986
M.S., Operations Research
Carnegie Mellon University 1979 — 1983
B.S., Mathematics (Operations Research and Statistics)
Dan Evensen Dan Evensen's Merrill Lynch Experience November 1992 - November 1994
Job Senior Vice President/Personal Trust Manager at Associated Trust Company, NA
Industry Investment Management
Experience
Associated Trust Company, NA June 2010 - Present
Thrivent Financial Bank January 2004 - February 2010
Thrivent Financial Bank June 2002 - January 2004
Thrivent Financial July 1998 - June 2002
Associated Bank, NA November 1994 - July 1998
Merrill Lynch November 1992 - November 1994
United States Marine Corps May 1989 - November 1992
Skills
Series 7, Strategic Financial..., Estate Planning, Investments, Insurance
Education
Drake University Law School 1986 — 1988
JD, Law
Carroll University 1981 — 1985
BA, Criminal Justice
Associated Trust Company, NA June 2010 - Present
Thrivent Financial Bank January 2004 - February 2010
Thrivent Financial Bank June 2002 - January 2004
Thrivent Financial July 1998 - June 2002
Associated Bank, NA November 1994 - July 1998
Merrill Lynch November 1992 - November 1994
United States Marine Corps May 1989 - November 1992
Skills
Series 7, Strategic Financial..., Estate Planning, Investments, Insurance
Education
Drake University Law School 1986 — 1988
JD, Law
Carroll University 1981 — 1985
BA, Criminal Justice
John Hreno, PMP John Hreno, PMP's Merrill Lynch Experience 2005 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America - Merrill Lynch Wealth Management 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 1996 - 2002
Merrill Lynch 1991 - 1996
Hoechst Celanese, Bridgewater, NJ 1987 - 1991
Merrill Lynch 1986 - 1987
AT&T Information Systems 1985 - 1986
Kmart Apparel Corp 1983 - 1985
Education
Carnegie Mellon University 2005 — 2005
CMMI Training
Chubb Institute for Computer Technology 1981 — 1983
Certificate in Computer Prgramming, Computer Technology
Raritan Valley Community College 1990 — 1992
PMP Certification Training
William Paterson University of New Jersey 1974 — 1978
BA, Political Science, Business Admin.
Bank of America - Merrill Lynch Wealth Management 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 1996 - 2002
Merrill Lynch 1991 - 1996
Hoechst Celanese, Bridgewater, NJ 1987 - 1991
Merrill Lynch 1986 - 1987
AT&T Information Systems 1985 - 1986
Kmart Apparel Corp 1983 - 1985
Education
Carnegie Mellon University 2005 — 2005
CMMI Training
Chubb Institute for Computer Technology 1981 — 1983
Certificate in Computer Prgramming, Computer Technology
Raritan Valley Community College 1990 — 1992
PMP Certification Training
William Paterson University of New Jersey 1974 — 1978
BA, Political Science, Business Admin.
Michael J. Soden Michael J. Soden's Merrill Lynch Experience May 1999 - November 2003
Job PNC BankAVP Branch Manager
Industry Banking
Experience
PNC Bank August 2014 - Present
PNC November 2007 - July 2014
Clayton January 2004 - April 2007
Merrill Lynch May 1999 - November 2003
Skills
Outstanding..., Multi Tasking, Microsoft Word, Microsoft Office Xp, Loans, Financial Analysis, Microsoft Excel, PowerPoint, Portfolio Management, Investments
Education
Towson University 1993 — 1995
B.S., Marketing
Catonsville Community College 1990 — 1993
Associates Arts, General
PNC Bank August 2014 - Present
PNC November 2007 - July 2014
Clayton January 2004 - April 2007
Merrill Lynch May 1999 - November 2003
Skills
Outstanding..., Multi Tasking, Microsoft Word, Microsoft Office Xp, Loans, Financial Analysis, Microsoft Excel, PowerPoint, Portfolio Management, Investments
Education
Towson University 1993 — 1995
B.S., Marketing
Catonsville Community College 1990 — 1993
Associates Arts, General
Mohini Jaiswal Mohini Jaiswal's Merrill Lynch Experience March 2006 - October 2009
Job Product Manager at Pershing LLC
Industry Banking
Experience
Pershing LLC May 2014 - Present
Bank of America November 2009 - March 2014
Merrill Lynch March 2006 - October 2009
Merrill Lynch March 2003 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, SDLC
Education
Carnegie Mellon University 1995 — 2000
Bachelors, Computer and Information Sciences, General
Pershing LLC May 2014 - Present
Bank of America November 2009 - March 2014
Merrill Lynch March 2006 - October 2009
Merrill Lynch March 2003 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, SDLC
Education
Carnegie Mellon University 1995 — 2000
Bachelors, Computer and Information Sciences, General
Bohan Li Bohan Li's Merrill Lynch Experience January 2015 - Present
Job Global Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
OppenheimerFunds June 2014 - August 2014
University of Michigan Ross School of Business August 2011 - May 2012
Skills
Fixed Income, Macroeconomics, Corporate Finance, Probability, C++, Microsoft Excel, Game Theory, Financial Accounting, VBA
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science, Computational Finance (Financial Engineering)
University of Michigan 2010 — 2013
Bachelor of Science, Economics and Actuarial Science, Dual Concentration, Honors
Victoria Junior College, Singapore 2008 — 2009
High School, A Levels
Merrill Lynch January 2015 - Present
OppenheimerFunds June 2014 - August 2014
University of Michigan Ross School of Business August 2011 - May 2012
Skills
Fixed Income, Macroeconomics, Corporate Finance, Probability, C++, Microsoft Excel, Game Theory, Financial Accounting, VBA
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science, Computational Finance (Financial Engineering)
University of Michigan 2010 — 2013
Bachelor of Science, Economics and Actuarial Science, Dual Concentration, Honors
Victoria Junior College, Singapore 2008 — 2009
High School, A Levels
Nikhil Patel Nikhil Patel's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Regions
Industry Banking
Experience
Regions Securities LLC July 2015 - Present
Merrill Lynch May 2012 - August 2012
Capital Investment Group February 2011 - December 2011
Clark Parker for Congress May 2010 - July 2010
Skills
Microsoft Word, Microsoft Office, Investments, Bloomberg Terminal, Microsoft Excel, PowerPoint, Morningstar, Economics, Valuation, Thompson One, Access, Financial Modeling, DCF, Fundamental Analysis, Corporate Finance, Finance, Portfolio Management
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Finance
University of South Carolina - The Moore School of Business 2009 — 2013
B.S., Finance
Regions Securities LLC July 2015 - Present
Merrill Lynch May 2012 - August 2012
Capital Investment Group February 2011 - December 2011
Clark Parker for Congress May 2010 - July 2010
Skills
Microsoft Word, Microsoft Office, Investments, Bloomberg Terminal, Microsoft Excel, PowerPoint, Morningstar, Economics, Valuation, Thompson One, Access, Financial Modeling, DCF, Fundamental Analysis, Corporate Finance, Finance, Portfolio Management
Education
Cass Business School 2013 — 2014
Master of Science (MSc), Finance
University of South Carolina - The Moore School of Business 2009 — 2013
B.S., Finance
John Michael Knopik John Michael Knopik's Merrill Lynch Experience 2005 - 2007
Job Partner at Jordahl & Sliter Wealth Management Group
Industry Financial Services
Experience
Jordahl & Sliter Wealth Management Group 2007 - Present
Merrill Lynch 2005 - 2007
Hewlett-Packard 2000 - 2005
Skills
Financial Planning, Asset Management, Investment Management, Insurance Analysis, Calculating Retirement..., Social Security Analysis, Wealth Management, Securities
Education
Carroll College
Bachelor of Arts (BA), Accounting and Finance
Colorado State University
Master of Business Administration (MBA)
Jordahl & Sliter Wealth Management Group 2007 - Present
Merrill Lynch 2005 - 2007
Hewlett-Packard 2000 - 2005
Skills
Financial Planning, Asset Management, Investment Management, Insurance Analysis, Calculating Retirement..., Social Security Analysis, Wealth Management, Securities
Education
Carroll College
Bachelor of Arts (BA), Accounting and Finance
Colorado State University
Master of Business Administration (MBA)
Mary Wuilloud Mary Wuilloud's Merrill Lynch Experience February 1994 - June 1998
Job Business Development, Compliance
Industry Investment Management
Experience
Kohala Capital Partners, LLC October 2011 - Present
MW Investment Advisor January 1998 - Present
Pharos Advisors June 2005 - September 2011
Merrill Lynch February 1994 - June 1998
William Mercer Fraser 1990 - 1991
Abbott Laboratories/i-STAT Division 1987 - 1987
Skills
Private Equity, Investments, Portfolio Management, Asset Managment, Equities, Asset Allocation, Business Strategy, Strategy, Securities, Investment Strategies, Asset Management, Venture Capital, Bonds, Alternative Investments, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Marketing
University of California, Los Angeles
Bachelor of Science (BS), Nursing
University of Southern California
Bachelor of Arts, Psychology
Kohala Capital Partners, LLC October 2011 - Present
MW Investment Advisor January 1998 - Present
Pharos Advisors June 2005 - September 2011
Merrill Lynch February 1994 - June 1998
William Mercer Fraser 1990 - 1991
Abbott Laboratories/i-STAT Division 1987 - 1987
Skills
Private Equity, Investments, Portfolio Management, Asset Managment, Equities, Asset Allocation, Business Strategy, Strategy, Securities, Investment Strategies, Asset Management, Venture Capital, Bonds, Alternative Investments, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Marketing
University of California, Los Angeles
Bachelor of Science (BS), Nursing
University of Southern California
Bachelor of Arts, Psychology
Bryan Elliott Bryan Elliott's Merrill Lynch Experience April 2012 - July 2012
Job Document Imaging Solutions
Industry Business Supplies and Equipment
Experience
Document Imaging Solutions Inc. March 2014 - Present
Merrill Lynch April 2012 - July 2012
Systel Office Automation January 2008 - January 2012
Ricoh Business Solutions January 2007 - January 2008
DeFeet International, Inc January 2006 - January 2007
IKON Office Solutions Names January 1998 - January 2006
Skills
Cold Calling, Sales Management, Solution Selling, Sales Process, Managed Print Services, Forecasting, Team Building, Major Accounts, Coaching, Outside Sales, Key Account Management, Sales, Competitive Analysis, Sales Presentations, Account Management, B2B, New Business Development, Customer Service, Direct Sales, Sales Operations, Strategic Planning, Management, Contract Negotiation, Salesforce.com, Microsoft Office, Leadership, Negotiation, Business Development, Marketing Strategy, Customer Retention, Trade Shows, Team Leadership, Training
Education
Catawba Valley Community College 1987 — 1988
Business, Management, Marketing, and Related Support Services
Catawba Valley Community College
Sales and Marketing
IKON University
Document Imaging Solutions Inc. March 2014 - Present
Merrill Lynch April 2012 - July 2012
Systel Office Automation January 2008 - January 2012
Ricoh Business Solutions January 2007 - January 2008
DeFeet International, Inc January 2006 - January 2007
IKON Office Solutions Names January 1998 - January 2006
Skills
Cold Calling, Sales Management, Solution Selling, Sales Process, Managed Print Services, Forecasting, Team Building, Major Accounts, Coaching, Outside Sales, Key Account Management, Sales, Competitive Analysis, Sales Presentations, Account Management, B2B, New Business Development, Customer Service, Direct Sales, Sales Operations, Strategic Planning, Management, Contract Negotiation, Salesforce.com, Microsoft Office, Leadership, Negotiation, Business Development, Marketing Strategy, Customer Retention, Trade Shows, Team Leadership, Training
Education
Catawba Valley Community College 1987 — 1988
Business, Management, Marketing, and Related Support Services
Catawba Valley Community College
Sales and Marketing
IKON University
Chris Martin, CFP®, CRPC® Chris Martin, CFP®, CRPC®'s Merrill Lynch Experience 2007 - Present
Job Assistant Vice President, Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Small Business Owner 2000 - 2007
Skills
Holistic Financial..., Investment Management, Insurance, Retirement Planning, Wealth Management..., Series 7, Series 66, Loans, Mutual Funds, Long-term Care, Risk Management, Asset Allocation, 401k, IRAs, Investment Strategies, Wealth Management, Securities, Investment Advisory, Commercial Lending, Financial Advisory, Fixed Annuities, Financial Analysis, Retirement, Mortgage Lending, Wealth Accumulation, Strategic Financial..., Life Insurance, Estate Planning, Investments, Portfolio Management, 529 Plans, Asset Management, Finance
Education
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Carson-Newman College 2002 — 2003
Business Administration and Management
Merrill Lynch 2007 - Present
Small Business Owner 2000 - 2007
Skills
Holistic Financial..., Investment Management, Insurance, Retirement Planning, Wealth Management..., Series 7, Series 66, Loans, Mutual Funds, Long-term Care, Risk Management, Asset Allocation, 401k, IRAs, Investment Strategies, Wealth Management, Securities, Investment Advisory, Commercial Lending, Financial Advisory, Fixed Annuities, Financial Analysis, Retirement, Mortgage Lending, Wealth Accumulation, Strategic Financial..., Life Insurance, Estate Planning, Investments, Portfolio Management, 529 Plans, Asset Management, Finance
Education
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Carson-Newman College 2002 — 2003
Business Administration and Management
Joscelyn Weber Joscelyn Weber's Merrill Lynch Experience May 2007 - August 2010
Job Guest English Teacher at EPIK English Program In Korea
Industry Education Management
Experience
EPIK English Program In Korea August 2010 - Present
Merrill Lynch May 2007 - August 2010
4Bs Restaurant June 2004 - May 2007
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, CRPC, Series 63, Microsoft Excel, PowerPoint, Salesforce.com, Education, Adult Education, ESL, TESOL, Classroom Management, Lesson Planning, Teaching English as a..., Language Teaching
Education
The University of Montana - School of Business Administration 2002 — 2007
BS, Finance, General
Carroll College 2001 — 2003
EPIK English Program In Korea August 2010 - Present
Merrill Lynch May 2007 - August 2010
4Bs Restaurant June 2004 - May 2007
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, CRPC, Series 63, Microsoft Excel, PowerPoint, Salesforce.com, Education, Adult Education, ESL, TESOL, Classroom Management, Lesson Planning, Teaching English as a..., Language Teaching
Education
The University of Montana - School of Business Administration 2002 — 2007
BS, Finance, General
Carroll College 2001 — 2003
JT Kalnay JT Kalnay's Merrill Lynch Experience 1991 - 1995
Job Owner at Law Office of JT Kalnay, LLC
Industry Law Practice
Experience
Law Office of JT Kalnay, LLC December 2011 - Present
Quantum 2009 - 2014
Kraguljac & Kalnay, LLC October 2007 - November 2011
McDonald Hopkins LLC 2005 - 2007
Calfee, Halter & Griswold LLP 2000 - 2002
Merrill Lynch 1991 - 1995
Skills
Patent Preparation, Patent Prosecution, Patent Analysis, Intellectual Property, Prosecution, Trademarks, Legal Writing, Licensing, Patents, Editing, Criminal Law, Trade Secrets, Start-ups, Patentability, Corporate Law, Mediation, Employment Law, Patent Litigation, Creative Writing, Appeals, Corporate Governance, Commercial Litigation, Civil Litigation, Litigation, Copyright Law, Legal Research, Due Diligence, Contract Negotiation, Courts, Mergers & Acquisitions
Education
Case Western Reserve University School of Law 1995 — 1998
Doctor of Law (JD)
University of Dayton 1983 — 1985
Master of Science (MSc), Computer Science
University of Ottawa / Université d'Ottawa 1981 — 1983
Bachelor of Arts (B.A.), Mathematics and English
Royal Military College of Canada/Collège militaire royal du Canada
Law Office of JT Kalnay, LLC December 2011 - Present
Quantum 2009 - 2014
Kraguljac & Kalnay, LLC October 2007 - November 2011
McDonald Hopkins LLC 2005 - 2007
Calfee, Halter & Griswold LLP 2000 - 2002
Merrill Lynch 1991 - 1995
Skills
Patent Preparation, Patent Prosecution, Patent Analysis, Intellectual Property, Prosecution, Trademarks, Legal Writing, Licensing, Patents, Editing, Criminal Law, Trade Secrets, Start-ups, Patentability, Corporate Law, Mediation, Employment Law, Patent Litigation, Creative Writing, Appeals, Corporate Governance, Commercial Litigation, Civil Litigation, Litigation, Copyright Law, Legal Research, Due Diligence, Contract Negotiation, Courts, Mergers & Acquisitions
Education
Case Western Reserve University School of Law 1995 — 1998
Doctor of Law (JD)
University of Dayton 1983 — 1985
Master of Science (MSc), Computer Science
University of Ottawa / Université d'Ottawa 1981 — 1983
Bachelor of Arts (B.A.), Mathematics and English
Royal Military College of Canada/Collège militaire royal du Canada
Jean Noroian Jean Noroian's Merrill Lynch Experience 1984 - 1985
Job Management Consultant
Industry Management Consulting
Experience
Independent Consultant 1996 - Present
Robert Half Management Resources February 2008 - March 2008
Composite Sciences Corporation January 2004 - December 2006
FinanceStaff March 2006 - April 2006
Precision Sampling, Inc. February 2003 - January 2004
McKeany-Flavell Company, Inc. January 2000 - July 2002
Trace Analysis Laboratory, Inc. 1985 - 1996
Merrill Lynch 1984 - 1985
Environmental, Regulatory, and Economic Analysis 1981 - 1984
U.S. Environmental Protection Agency 1978 - 1981
Skills
Management Consulting, Change Management, Business Strategy, Business Transformation, Business Process..., Strategic Planning, Program Management, Management, Process Improvement, Due Diligence, Business Development, Analysis, Business Planning, Entrepreneurship, Leadership, Risk Management, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MSIA, Entrepreneurship/Strategic Planning/Marketing/Business Development/Finance/Operations Research
University of California, Berkeley
BS, Economics/Econometrics/Mathematics/Statistics
Independent Consultant 1996 - Present
Robert Half Management Resources February 2008 - March 2008
Composite Sciences Corporation January 2004 - December 2006
FinanceStaff March 2006 - April 2006
Precision Sampling, Inc. February 2003 - January 2004
McKeany-Flavell Company, Inc. January 2000 - July 2002
Trace Analysis Laboratory, Inc. 1985 - 1996
Merrill Lynch 1984 - 1985
Environmental, Regulatory, and Economic Analysis 1981 - 1984
U.S. Environmental Protection Agency 1978 - 1981
Skills
Management Consulting, Change Management, Business Strategy, Business Transformation, Business Process..., Strategic Planning, Program Management, Management, Process Improvement, Due Diligence, Business Development, Analysis, Business Planning, Entrepreneurship, Leadership, Risk Management, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MSIA, Entrepreneurship/Strategic Planning/Marketing/Business Development/Finance/Operations Research
University of California, Berkeley
BS, Economics/Econometrics/Mathematics/Statistics
Scott Hoburg's Merrill Lynch Experience June 1997 - December 1997
Job USG/Department of Defense
Industry Defense & Space
Experience
United States Department of Defense December 2006 - Present
U.S. Navy Reserve May 2001 - Present
SAIC October 2003 - December 2006
Heinz August 2000 - August 2001
Mellon Financial October 1998 - April 2000
Merrill Lynch June 1997 - December 1997
Skills
Analysis, Defense, DoD, Exercises, Government, Government Contracting, Intelligence Analysis, Military, Military Operations, National Security, Navy, Policy, Program Management, Research, Security Clearance, Teamwork, Top Secret, Training
Education
Naval War College 2005 — 2010
Post grad, Professional Military Education
Carnegie Mellon University 2001 — 2003
Masters, Policy and Management
University of Pittsburgh 1993 — 1998
BA, Economics
United States Department of Defense December 2006 - Present
U.S. Navy Reserve May 2001 - Present
SAIC October 2003 - December 2006
Heinz August 2000 - August 2001
Mellon Financial October 1998 - April 2000
Merrill Lynch June 1997 - December 1997
Skills
Analysis, Defense, DoD, Exercises, Government, Government Contracting, Intelligence Analysis, Military, Military Operations, National Security, Navy, Policy, Program Management, Research, Security Clearance, Teamwork, Top Secret, Training
Education
Naval War College 2005 — 2010
Post grad, Professional Military Education
Carnegie Mellon University 2001 — 2003
Masters, Policy and Management
University of Pittsburgh 1993 — 1998
BA, Economics
Greg Runco Greg Runco's Merrill Lynch Experience May 2005 - August 2005
Job Customer Account Manager, Healthcare at Infor
Industry Computer Software
Experience
Infor August 2012 - Present
Lawson Software July 2010 - August 2012
:11 After Enterprises March 2009 - June 2010
GetABBY June 2007 - June 2010
Dorm Slippers 2005 - 2007
Merrill Lynch May 2005 - August 2005
Skills
Entrepreneurship, Analysis, Healthcare, ERP, Strategy, Start-ups, Strategic Planning, Business Strategy, Process Improvement, Training, Sales Process, Sales, Solution Selling, Enterprise Software, Phone Etiquette
Education
Emory University Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Decision Science & Business Administration
Infor August 2012 - Present
Lawson Software July 2010 - August 2012
:11 After Enterprises March 2009 - June 2010
GetABBY June 2007 - June 2010
Dorm Slippers 2005 - 2007
Merrill Lynch May 2005 - August 2005
Skills
Entrepreneurship, Analysis, Healthcare, ERP, Strategy, Start-ups, Strategic Planning, Business Strategy, Process Improvement, Training, Sales Process, Sales, Solution Selling, Enterprise Software, Phone Etiquette
Education
Emory University Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Decision Science & Business Administration
Kathleen Siderchuk Kathleen Siderchuk's Merrill Lynch Experience June 2010 - August 2010
Job Server at Crab Bag
Industry Marketing and Advertising
Experience
Crab Bag June 2015 - September 2015
Ropewalk- A Fenwick Oyster House June 2013 - July 2015
Restaurant 213 September 2014 - April 2015
Marival Group May 2014 - July 2014
Parks Landing Restaurant October 2009 - March 2014
Merrill Lynch June 2010 - August 2010
Skills
Time Management, Microsoft Office, Teamwork, Customer Service, Sales, Leadership, Spanish, Cultural Awareness, QuickBooks, SAP ERP, MS Excel Pivot Tables, Research, Social Networking, PowerPoint
Education
Salisbury University - Perdue School of Business 2013 — 2015
Bachelor’s Degree, International Business
Carroll Community College 2011 — 2013
Associate of Arts (AA), International Business
Crab Bag June 2015 - September 2015
Ropewalk- A Fenwick Oyster House June 2013 - July 2015
Restaurant 213 September 2014 - April 2015
Marival Group May 2014 - July 2014
Parks Landing Restaurant October 2009 - March 2014
Merrill Lynch June 2010 - August 2010
Skills
Time Management, Microsoft Office, Teamwork, Customer Service, Sales, Leadership, Spanish, Cultural Awareness, QuickBooks, SAP ERP, MS Excel Pivot Tables, Research, Social Networking, PowerPoint
Education
Salisbury University - Perdue School of Business 2013 — 2015
Bachelor’s Degree, International Business
Carroll Community College 2011 — 2013
Associate of Arts (AA), International Business
Adam Ausloos Adam Ausloos's Merrill Lynch Experience April 2012 - April 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Atomic Consulting LLC July 2005 - October 2014
Merrill Lynch April 2012 - April 2014
Create Moda International December 2010 - December 2012
CastleRock Construction January 2009 - March 2010
Citi Residential Lending January 2005 - September 2008
Argent Mortgage LLC February 2005 - April 2008
HSBC FINANCE CORPORATION January 1999 - January 2005
Household Finance January 1999 - January 2002
HSBC FINANCE CORPORATION January 1999 - January 2002
Education
UW-Milwaukee 2010 — 2012
Masters, Executive Masters Of Business Administration
Carroll University 1994 — 1999
BS, Biology PreMed emphsis and Psychology
Mukwonago
Diploma
Ameriprise Financial Services, Inc. May 2014 - Present
Atomic Consulting LLC July 2005 - October 2014
Merrill Lynch April 2012 - April 2014
Create Moda International December 2010 - December 2012
CastleRock Construction January 2009 - March 2010
Citi Residential Lending January 2005 - September 2008
Argent Mortgage LLC February 2005 - April 2008
HSBC FINANCE CORPORATION January 1999 - January 2005
Household Finance January 1999 - January 2002
HSBC FINANCE CORPORATION January 1999 - January 2002
Education
UW-Milwaukee 2010 — 2012
Masters, Executive Masters Of Business Administration
Carroll University 1994 — 1999
BS, Biology PreMed emphsis and Psychology
Mukwonago
Diploma
Wonyong Shim's Merrill Lynch Experience June 2010 - August 2010
Job Budget Analyst at New York State Governor's Office Division of Budget
Industry Public Policy
Experience
New York State Governor's Office Division of Budget July 2014 - Present
Rhode Island Governor's Office of Administration March 2013 - May 2013
US Embassy in Korea May 2012 - August 2012
American Chamber of Commerce in Korea June 2011 - August 2011
US Senator George Voinovich of Ohio August 2010 - December 2010
Merrill Lynch June 2010 - August 2010
US Senator Sherrod Brown of Ohio June 2010 - August 2010
US Representative Marcia Fudge of Ohio March 2010 - June 2010
Skills
SPSS, Policy Analysis, Public Speaking, Microsoft Excel, Market Research, Public Policy, Leadership, Statistics, Nonprofits, Research, Qualitative Research, Economics, Program Management, Government, Policy
Education
Brown University 2011 — 2013
Masters, Public Policy and Economic Analysis
Case Western Reserve University 2004 — 2011
Bachelor's degree, Political Science and International Relations
University of Washington
University of Washington
New York State Governor's Office Division of Budget July 2014 - Present
Rhode Island Governor's Office of Administration March 2013 - May 2013
US Embassy in Korea May 2012 - August 2012
American Chamber of Commerce in Korea June 2011 - August 2011
US Senator George Voinovich of Ohio August 2010 - December 2010
Merrill Lynch June 2010 - August 2010
US Senator Sherrod Brown of Ohio June 2010 - August 2010
US Representative Marcia Fudge of Ohio March 2010 - June 2010
Skills
SPSS, Policy Analysis, Public Speaking, Microsoft Excel, Market Research, Public Policy, Leadership, Statistics, Nonprofits, Research, Qualitative Research, Economics, Program Management, Government, Policy
Education
Brown University 2011 — 2013
Masters, Public Policy and Economic Analysis
Case Western Reserve University 2004 — 2011
Bachelor's degree, Political Science and International Relations
University of Washington
University of Washington
RJ Krier's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch July 1998 - Present
Merrill Lynch July 1998 - Present
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Series 31, Wealth Management, FINRA, Management, Investments, Securities, Financial Planning, Portfolio Management
Education
Wake Forest University 2003 — 2005
Master of Business Administration (MBA), MBA
Catawba College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch January 2015 - Present
Merrill Lynch July 1998 - Present
Merrill Lynch July 1998 - Present
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Series 31, Wealth Management, FINRA, Management, Investments, Securities, Financial Planning, Portfolio Management
Education
Wake Forest University 2003 — 2005
Master of Business Administration (MBA), MBA
Catawba College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Shally Madhok Shally Madhok's Merrill Lynch Experience June 2012 - February 2013
Job Incoming Leveraged Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Skills
Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Fixed Income, Equity Research, Valuation
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Carnegie Mellon University 2011 — 2012
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Skills
Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Fixed Income, Equity Research, Valuation
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Carnegie Mellon University 2011 — 2012
Joshua Shelton's Merrill Lynch Experience January 2011 - May 2011
Job First Lieutenant at US Army
Industry Military
Experience
US Army September 2014 - Present
SAP June 2014 - Present
US Army November 2013 - August 2014
US Army May 2012 - November 2013
U.S. Army's Training Brain Operations Center July 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Carson-Newman University August 2009 - May 2011
Skills
Economics, Personal Finance, Military Operations, Leadership Development, Business Development, Training, Management, Leadership, Entrepreneurship, Finance, Security Clearance
Education
Carson-Newman College 2008 — 2012
Bachelors of Science, Economics
US Army September 2014 - Present
SAP June 2014 - Present
US Army November 2013 - August 2014
US Army May 2012 - November 2013
U.S. Army's Training Brain Operations Center July 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Carson-Newman University August 2009 - May 2011
Skills
Economics, Personal Finance, Military Operations, Leadership Development, Business Development, Training, Management, Leadership, Entrepreneurship, Finance, Security Clearance
Education
Carson-Newman College 2008 — 2012
Bachelors of Science, Economics
Norman N Norman N's Merrill Lynch Experience July 2004 - August 2005
Job Fintech entrepreneur
Industry Information Technology and Services
Experience
Xpert search April 2015 - Present
Simplyshare.it November 2013 - Present
Astellon Capital September 2013 - July 2014
Feilong Capital June 2011 - September 2012
Caxton Associates April 2009 - May 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2004 - August 2005
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, IEOR
Stanford University 2013 — 2014
Online courses, Computer Science
Cass Business School 2002 — 2005
Bachelor’s Degree, Finance
Xpert search April 2015 - Present
Simplyshare.it November 2013 - Present
Astellon Capital September 2013 - July 2014
Feilong Capital June 2011 - September 2012
Caxton Associates April 2009 - May 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2004 - August 2005
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, IEOR
Stanford University 2013 — 2014
Online courses, Computer Science
Cass Business School 2002 — 2005
Bachelor’s Degree, Finance
Debra DeHass Lehr Debra DeHass Lehr's Merrill Lynch Experience 1998 - December 2002
Job MSN, CNM, FNPBC
Industry Hospital & Health Care
Experience
Grace Family Practice June 2015 - Present
Pomerene Family Care October 2011 - June 2015
Mayo Clinic May 2008 - August 2008
Castle Nursing Homes, Inc. December 2002 - October 2007
Merrill Lynch 1998 - December 2002
Salomon Brothers Inc 1984 - 1998
Skills
Women's Health, Obstetrics, Gynecology, Nursing, Healthcare, Hospitals, Clinical Research, Health Education, Inpatient, Public Health, Healthcare Management, Medicine, Patient Education, BLS, Pediatrics, Cpr Certified, Acute Care, Patient Safety, Teaching, Program Development, Public Speaking, Nonprofits, CPR Certified
Education
Case Western Reserve University 2011 — 2016
Doctor of Nursing Practice (DNP), Family Nurse Practitioner
Case Western Reserve University 2009 — 2011
Master of Science in Nursing (MSN), Midwifery and Women's Health
The University of Akron 2005 — 2009
BSN, Nursing
Grace Family Practice June 2015 - Present
Pomerene Family Care October 2011 - June 2015
Mayo Clinic May 2008 - August 2008
Castle Nursing Homes, Inc. December 2002 - October 2007
Merrill Lynch 1998 - December 2002
Salomon Brothers Inc 1984 - 1998
Skills
Women's Health, Obstetrics, Gynecology, Nursing, Healthcare, Hospitals, Clinical Research, Health Education, Inpatient, Public Health, Healthcare Management, Medicine, Patient Education, BLS, Pediatrics, Cpr Certified, Acute Care, Patient Safety, Teaching, Program Development, Public Speaking, Nonprofits, CPR Certified
Education
Case Western Reserve University 2011 — 2016
Doctor of Nursing Practice (DNP), Family Nurse Practitioner
Case Western Reserve University 2009 — 2011
Master of Science in Nursing (MSN), Midwifery and Women's Health
The University of Akron 2005 — 2009
BSN, Nursing
Julia Amos's Merrill Lynch Experience July 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch October 2011 - July 2013
Merrill Lynch October 2010 - December 2011
Merrill Lynch May 2009 - October 2010
Randstad July 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, Credit, FX Options, Six Sigma, Software Documentation, Equities, Financial Services
Education
Cedar Crest College
Merrill Lynch July 2013 - Present
Merrill Lynch October 2011 - July 2013
Merrill Lynch October 2010 - December 2011
Merrill Lynch May 2009 - October 2010
Randstad July 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, Credit, FX Options, Six Sigma, Software Documentation, Equities, Financial Services
Education
Cedar Crest College
Krishnan Seshadri Krishnan Seshadri's Merrill Lynch Experience 1998 - 2000
Job
Industry Computer Software
Experience
LOYAL3 January 2015 - Present
LOYAL3 September 2013 - December 2014
LOYAL3 June 2012 - September 2013
Google August 2010 - February 2012
Jambool October 2009 - August 2010
Structural Wealth Management 2008 - 2009
Credit Suisse 2001 - 2008
Integrated Objects 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Product Management, Start-ups, E-commerce, Financial Modeling, Strategy, Business Strategy, Analytics, SaaS, Mergers & Acquisitions, Agile Methodologies, Cloud Computing, Business Development, Trading, Portfolio Management, Equities, JIRA, Agile Project Management, Product Development, SQL, Risk Management, Partner Management
Education
Carnegie Mellon University 1994 — 1998
Bachelor of Science, Triple Major: Computer Science, Information Systems, Industrial Management
United World College of South East Asia
International Baccalaureate
LOYAL3 January 2015 - Present
LOYAL3 September 2013 - December 2014
LOYAL3 June 2012 - September 2013
Google August 2010 - February 2012
Jambool October 2009 - August 2010
Structural Wealth Management 2008 - 2009
Credit Suisse 2001 - 2008
Integrated Objects 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Product Management, Start-ups, E-commerce, Financial Modeling, Strategy, Business Strategy, Analytics, SaaS, Mergers & Acquisitions, Agile Methodologies, Cloud Computing, Business Development, Trading, Portfolio Management, Equities, JIRA, Agile Project Management, Product Development, SQL, Risk Management, Partner Management
Education
Carnegie Mellon University 1994 — 1998
Bachelor of Science, Triple Major: Computer Science, Information Systems, Industrial Management
United World College of South East Asia
International Baccalaureate
Mona Garg, CISSP's Merrill Lynch Experience July 2011 - 2012
Job Senior Information Security Analyst at Visa Inc.
Industry Information Technology and Services
Experience
Visa 2015 - Present
PwC September 2012 - March 2015
Merrill Lynch July 2011 - 2012
Carnegie Mellon University August 2009 - May 2011
EY August 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Infosys December 2006 - July 2009
Skills
Information Security, Identity Management, SDLC, Java, Microsoft SQL Server, Information Security..., Requirements Analysis, C++, SQL, Java Enterprise Edition, J2EE Application..., Unix, Weblogic, Penetration Testing, Solution Architecture, Microsoft Office, Application Security, Enterprise Architecture, Oracle, Linux, Program Management, Software Project..., Toad, JSP, Struts, Unix Shell Scripting, Integration, Web Services, Databases, Network Security, Eclipse, C, PL/SQL, ArcSight, SOA, Perl, Novell Identity Manager, Novell Access Manager, Microsoft SQL Reporting..., Courion IDM Solution, Cryptography, Fortify, AppScan, Static Analysis, Burp Suite
Education
Carnegie Mellon University 2009 — 2011
MS, Information Security Policy and Management
Uttar Pradesh Technical University 2002 — 2006
B.Tech, Computer Science
Visa 2015 - Present
PwC September 2012 - March 2015
Merrill Lynch July 2011 - 2012
Carnegie Mellon University August 2009 - May 2011
EY August 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Infosys December 2006 - July 2009
Skills
Information Security, Identity Management, SDLC, Java, Microsoft SQL Server, Information Security..., Requirements Analysis, C++, SQL, Java Enterprise Edition, J2EE Application..., Unix, Weblogic, Penetration Testing, Solution Architecture, Microsoft Office, Application Security, Enterprise Architecture, Oracle, Linux, Program Management, Software Project..., Toad, JSP, Struts, Unix Shell Scripting, Integration, Web Services, Databases, Network Security, Eclipse, C, PL/SQL, ArcSight, SOA, Perl, Novell Identity Manager, Novell Access Manager, Microsoft SQL Reporting..., Courion IDM Solution, Cryptography, Fortify, AppScan, Static Analysis, Burp Suite
Education
Carnegie Mellon University 2009 — 2011
MS, Information Security Policy and Management
Uttar Pradesh Technical University 2002 — 2006
B.Tech, Computer Science
Wei Xie, CFA Wei Xie, CFA's Merrill Lynch Experience 2010 - Present
Job Vice President at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch 2010 - Present
Morgan Stanley 2007 - 2009
Skills
Quantitative Analytics, SQL, Quantitative Research, C++, VBA, Monte Carlo Simulation, Financial Modeling, Data Mining, Statistics, SAS programming, Predictive Modeling, Predictive Analytics, Stata, R, SAS, Statistical Modeling, Quantitative Finance, Fixed Income
Education
Carnegie Mellon University
University of Michigan - Ann Arbor
Merrill Lynch 2010 - Present
Morgan Stanley 2007 - 2009
Skills
Quantitative Analytics, SQL, Quantitative Research, C++, VBA, Monte Carlo Simulation, Financial Modeling, Data Mining, Statistics, SAS programming, Predictive Modeling, Predictive Analytics, Stata, R, SAS, Statistical Modeling, Quantitative Finance, Fixed Income
Education
Carnegie Mellon University
University of Michigan - Ann Arbor
Kim Grosse Bonnay Kim Grosse Bonnay's Merrill Lynch Experience May 2013 - Present
Job Executive Wealth Management Recruiter at Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch May 2013 - Present
HCTec March 2010 - February 2013
HCTec 2010 - February 2013
L Stevens & Company March 2006 - July 2009
Skills
Order Entry, CPOE, Physicians, Enterprise Software, EMR, Epic Systems, Cerner, Healthcare Information..., Revenue Cycle, Hospitals, OpTime, SurgiNet, Ambulatory Care, ASAP, PowerChart, GoLive, Clinical Research, Software Documentation, Ambulatory, ICU, EHR, Cadence, Recruiting, Healthcare, ClinDoc, Inpatient, Stork, Medical Billing, Critical Care, Documentations, SDLC, Nursing, Informatics, FirstNet, Meditech, Software Implementation, HIPAA
Education
Case Western Reserve University 1989 — 1993
BA, English/Psychology
Merrill Lynch May 2013 - Present
HCTec March 2010 - February 2013
HCTec 2010 - February 2013
L Stevens & Company March 2006 - July 2009
Skills
Order Entry, CPOE, Physicians, Enterprise Software, EMR, Epic Systems, Cerner, Healthcare Information..., Revenue Cycle, Hospitals, OpTime, SurgiNet, Ambulatory Care, ASAP, PowerChart, GoLive, Clinical Research, Software Documentation, Ambulatory, ICU, EHR, Cadence, Recruiting, Healthcare, ClinDoc, Inpatient, Stork, Medical Billing, Critical Care, Documentations, SDLC, Nursing, Informatics, FirstNet, Meditech, Software Implementation, HIPAA
Education
Case Western Reserve University 1989 — 1993
BA, English/Psychology
Curtis L. Lyman Curtis L. Lyman's Merrill Lynch Experience 1985 - 1988
Job CEO/CIO Alpha Beta Gamma Wealth ManagementA Member of the HighTower Network
Industry Financial Services
Experience
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
Yan Chow, CFA Yan Chow, CFA's Merrill Lynch Experience June 2003 - August 2003
Job Trader / Analyst at Federal Reserve Bank of New York
Industry Investment Management
Experience
Federal Reserve Bank of New York July 2011 - Present
Paulson & Co. June 2010 - August 2010
Thomson Reuters March 2009 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2004 - 2007
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Investments, Structured Finance
Education
The University of Chicago - Booth School of Business
MBA, Analytic Finance, Economics
Carnegie Mellon University - Tepper School of Business
BSBA, Finance, Information Technology
Phillips Exeter Academy
Federal Reserve Bank of New York July 2011 - Present
Paulson & Co. June 2010 - August 2010
Thomson Reuters March 2009 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2004 - 2007
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Investments, Structured Finance
Education
The University of Chicago - Booth School of Business
MBA, Analytic Finance, Economics
Carnegie Mellon University - Tepper School of Business
BSBA, Finance, Information Technology
Phillips Exeter Academy
Raul Duran Raul Duran's Merrill Lynch Experience 2002 - 2003
Job Global Corporate Communications, Public Affairs & Investor Relations
Industry Building Materials
Experience
CEMEX September 2010 - Present
CEMEX January 2003 - September 2010
Merrill Lynch 2002 - 2003
Inter-American Development Bank 2002 - 2002
Skills
Strategic Planning, Strategic Consulting, Operations Improvement, Post Merger Integration, Management Consulting, Business Strategy, Business Planning, International Business, Mergers & Acquisitions, Strategy, Market Analysis, Change Management, Financial Modeling, Business Development, Business Process..., Due Diligence, Corporate Finance, Organizational..., Entrepreneurship
Education
Carnegie Mellon University 2002 — 2003
Master's degree, Business Administration and Management, General
ITESM 1999 — 2003
Bachelor of Science (BSc), International Business & Economics, 95 - Magna Cum Laude
CEMEX September 2010 - Present
CEMEX January 2003 - September 2010
Merrill Lynch 2002 - 2003
Inter-American Development Bank 2002 - 2002
Skills
Strategic Planning, Strategic Consulting, Operations Improvement, Post Merger Integration, Management Consulting, Business Strategy, Business Planning, International Business, Mergers & Acquisitions, Strategy, Market Analysis, Change Management, Financial Modeling, Business Development, Business Process..., Due Diligence, Corporate Finance, Organizational..., Entrepreneurship
Education
Carnegie Mellon University 2002 — 2003
Master's degree, Business Administration and Management, General
ITESM 1999 — 2003
Bachelor of Science (BSc), International Business & Economics, 95 - Magna Cum Laude
Michael Brock Michael Brock's Merrill Lynch Experience January 2011 - May 2011
Job Finance Manager at Ruby Tuesday
Industry Food & Beverages
Experience
Ruby Tuesday September 2014 - Present
Ruby Tuesday May 2014 - September 2014
Brunswick Boat Group April 2012 - May 2014
Alcoa May 2011 - April 2012
AC Entertainment September 2008 - June 2011
Merrill Lynch January 2011 - May 2011
University of Tennessee January 2009 - May 2011
Bank of America Home Loans (formerly Countrywide) February 2008 - July 2009
United Capital Mortgage May 2006 - January 2008
Blackberry Farm Hotel August 2005 - June 2006
Skills
Forecasting, Financial Analysis, Six Sigma, Management, Leadership, Logistics, Analysis, Access, Accounting, Process Improvement, Budgets, Microsoft Excel, Finance, Operations Management, SAP, Lean Manufacturing, Oracle Discoverer, Project Management, Supply Chain Management, Data Analysis, Financial Modeling, Oracle R12 Financials, Khalix, Hyperion Enterprise, Kepner-Tregoe, Microsoft Office..., CAPM, Black-Scholes, OBMS, LogicNet, LogEx, Tableau, MapPoint, Negotiation, Business Strategy, Business Process..., Corporate Finance, General Ledger, Corporate FP&A, Budgeting, Strategy, Financial Reporting
Education
Carson-Newman College 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.8 GPA
Haslam College of Business at the University of Tennessee 2009 — 2011
Bachelors in Business Administration, Finance & Supply Chain Management (double major), 3.9 GPA
CIMBA 2009 — 2009
Study Abroad, International Business, Finance, and Business Law, 3.6 GPA
Ruby Tuesday September 2014 - Present
Ruby Tuesday May 2014 - September 2014
Brunswick Boat Group April 2012 - May 2014
Alcoa May 2011 - April 2012
AC Entertainment September 2008 - June 2011
Merrill Lynch January 2011 - May 2011
University of Tennessee January 2009 - May 2011
Bank of America Home Loans (formerly Countrywide) February 2008 - July 2009
United Capital Mortgage May 2006 - January 2008
Blackberry Farm Hotel August 2005 - June 2006
Skills
Forecasting, Financial Analysis, Six Sigma, Management, Leadership, Logistics, Analysis, Access, Accounting, Process Improvement, Budgets, Microsoft Excel, Finance, Operations Management, SAP, Lean Manufacturing, Oracle Discoverer, Project Management, Supply Chain Management, Data Analysis, Financial Modeling, Oracle R12 Financials, Khalix, Hyperion Enterprise, Kepner-Tregoe, Microsoft Office..., CAPM, Black-Scholes, OBMS, LogicNet, LogEx, Tableau, MapPoint, Negotiation, Business Strategy, Business Process..., Corporate Finance, General Ledger, Corporate FP&A, Budgeting, Strategy, Financial Reporting
Education
Carson-Newman College 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.8 GPA
Haslam College of Business at the University of Tennessee 2009 — 2011
Bachelors in Business Administration, Finance & Supply Chain Management (double major), 3.9 GPA
CIMBA 2009 — 2009
Study Abroad, International Business, Finance, and Business Law, 3.6 GPA
Dimitar Velev Dimitar Velev's Merrill Lynch Experience February 2008 - March 2014
Job On Sabbatical
Industry Capital Markets
Experience
Merrill Lynch February 2008 - March 2014
Merrill Lynch June 2007 - August 2007
TBI Asset Management June 2005 - August 2005
First Financial Brokerage House July 2004 - August 2004
United Bulgarian Bank June 2004 - July 2004
Skills
Bloomberg, Capital Structure, Counterparty Risk, Credit, Credit Risk, Derivatives, Currency, Equities, FX Options, Fixed Income, Fundamental Analysis, Foreign Exchange, Investment Banking, Portfolio Management, Rates, Securities, Trading, Volatility Arbitrage, Wealth Management
Education
New York University 2011 — 2013
Certificate, Global Affairs
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master of Science, Computational Finance
Jacobs University Bremen 2003 — 2006
Bachelor of Science, Mathematics
Merrill Lynch February 2008 - March 2014
Merrill Lynch June 2007 - August 2007
TBI Asset Management June 2005 - August 2005
First Financial Brokerage House July 2004 - August 2004
United Bulgarian Bank June 2004 - July 2004
Skills
Bloomberg, Capital Structure, Counterparty Risk, Credit, Credit Risk, Derivatives, Currency, Equities, FX Options, Fixed Income, Fundamental Analysis, Foreign Exchange, Investment Banking, Portfolio Management, Rates, Securities, Trading, Volatility Arbitrage, Wealth Management
Education
New York University 2011 — 2013
Certificate, Global Affairs
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master of Science, Computational Finance
Jacobs University Bremen 2003 — 2006
Bachelor of Science, Mathematics
Derrick Chang Derrick Chang's Merrill Lynch Experience 1999 - 2003
Job Director of Technology at Trimba LLC
Industry Information Technology and Services
Experience
Trimba LLC January 2009 - Present
Google October 2008 - January 2009
Lehman Brothers 2003 - October 2008
Merrill Lynch 1999 - 2003
Education
Carnegie Mellon University 1995 — 1999
Bachelors degree in Computer Science
Trimba LLC January 2009 - Present
Google October 2008 - January 2009
Lehman Brothers 2003 - October 2008
Merrill Lynch 1999 - 2003
Education
Carnegie Mellon University 1995 — 1999
Bachelors degree in Computer Science
Harvi Sachar Harvi Sachar's Merrill Lynch Experience November 1997 - October 1998
Job Founder & Executive Chairman SiliconIndia
Industry Publishing
Experience
siliconindia inc. July 2002 - September 2012
ITsquare.com October 1998 - September 2001
Merrill Lynch November 1997 - October 1998
J.P.Morgan January 1995 - September 1997
Goldman Sachs January 1994 - December 1994
Deutch Bank November 1992 - December 1993
Salomon Bros July 1989 - August 1992
Bell Labs 1986 - 1989
Skills
Outsourcing, Business Strategy, Analytics, Business Development, Cloud Computing, Online Advertising, Product Marketing, SaaS, Product Development, Venture Capital, Communications Audits, Strategic Planning, Enterprise Software, Linux, Mobile Applications
Education
Unversity of Texas at Arlington 1983 — 1986
Ph.D., Computer Science and Engineering
Case Western Reserve University 1980 — 1982
M.S., Materials Science
I.I.T. Kanpur 1975 — 1980
B.Tech, Metalurgical Engineering
siliconindia inc. July 2002 - September 2012
ITsquare.com October 1998 - September 2001
Merrill Lynch November 1997 - October 1998
J.P.Morgan January 1995 - September 1997
Goldman Sachs January 1994 - December 1994
Deutch Bank November 1992 - December 1993
Salomon Bros July 1989 - August 1992
Bell Labs 1986 - 1989
Skills
Outsourcing, Business Strategy, Analytics, Business Development, Cloud Computing, Online Advertising, Product Marketing, SaaS, Product Development, Venture Capital, Communications Audits, Strategic Planning, Enterprise Software, Linux, Mobile Applications
Education
Unversity of Texas at Arlington 1983 — 1986
Ph.D., Computer Science and Engineering
Case Western Reserve University 1980 — 1982
M.S., Materials Science
I.I.T. Kanpur 1975 — 1980
B.Tech, Metalurgical Engineering
Jonathan A. Glover Jonathan A. Glover's Merrill Lynch Experience January 2000 - October 2004
Job Software Solutions Specialist at Toshiba Business Solutions
Industry Financial Services
Experience
Mortgage Planning Group Software Solutions SpecialistToshiba Business Solutions2013 - Present
Morgan Stanley March 2005 - March 2006
Merrill Lynch January 2000 - October 2004
Puma 1997 - 2000
Skills
Loans, Finance, Sales, Mortgage Lending, Strategic Planning, Insurance, Real Estate, Management, Marketing, Leadership, Customer Service, Public Speaking, Marketing Strategy, Forecasting, Microsoft Excel, Team Building, Account Management, Negotiation, Social Media, Program Management
Education
Carolina Day School 1982 — 1993
Catawba College
Business Administration
Mortgage Planning Group Software Solutions SpecialistToshiba Business Solutions2013 - Present
Morgan Stanley March 2005 - March 2006
Merrill Lynch January 2000 - October 2004
Puma 1997 - 2000
Skills
Loans, Finance, Sales, Mortgage Lending, Strategic Planning, Insurance, Real Estate, Management, Marketing, Leadership, Customer Service, Public Speaking, Marketing Strategy, Forecasting, Microsoft Excel, Team Building, Account Management, Negotiation, Social Media, Program Management
Education
Carolina Day School 1982 — 1993
Catawba College
Business Administration
Francois Dubourdeau Francois Dubourdeau's Merrill Lynch Experience June 2010 - August 2010
Job Student in Finance, Acc in the MBA program and Mathematics at CarsonNewman College
Industry Investment Management
Experience
Carson-Newman College August 2008 - December 2014
Merrill Lynch June 2010 - August 2010
France, Scotland and England July 1999 - December 2006
Skills
Higher Education, Event Planning, Microsoft Excel, Research, Teaching, PowerPoint, Microsoft Office, Microsoft Word, Private Pilot, Skydiving, VBA, Mathematical Modeling, Technical Analysis, Proprietary Trading, FX trading, Mathematics, Marketing, Access, French, Financial Analysis, Quantitative Finance, Probability, Linear Algebra, Time Series Analysis, Programming, Applied Mathematics, Critical Thinking, Finance, Economics
Education
Carson-Newman College 2013 — 2014
Master of Business Administration (MBA), Business Administration
Carson-Newman College 2011 — 2014
Bachelor of Arts (B.A.), Mathematics
Carson-Newman College 2008 — 2012
Bachelor of Science in Business, Finance, Accounting
Carson-Newman College August 2008 - December 2014
Merrill Lynch June 2010 - August 2010
France, Scotland and England July 1999 - December 2006
Skills
Higher Education, Event Planning, Microsoft Excel, Research, Teaching, PowerPoint, Microsoft Office, Microsoft Word, Private Pilot, Skydiving, VBA, Mathematical Modeling, Technical Analysis, Proprietary Trading, FX trading, Mathematics, Marketing, Access, French, Financial Analysis, Quantitative Finance, Probability, Linear Algebra, Time Series Analysis, Programming, Applied Mathematics, Critical Thinking, Finance, Economics
Education
Carson-Newman College 2013 — 2014
Master of Business Administration (MBA), Business Administration
Carson-Newman College 2011 — 2014
Bachelor of Arts (B.A.), Mathematics
Carson-Newman College 2008 — 2012
Bachelor of Science in Business, Finance, Accounting
Brian P. Smith Brian P. Smith's Merrill Lynch Experience August 1995 - February 2001
Job Professional Advisor at Exxel Beyond
Industry Financial Services
Experience
Titan Securities October 2011 - Present
College Funding Design March 2007 - Present
Olmsted Advisors, Registered Investment Advisor February 2001 - Present
LAAM 2006 - 2011
Merrill Lynch August 1995 - February 2001
San Marcos, CA 1991 - 1995
United States Marine Corps 1986 - 1995
U.S. House of Representatives January 1982 - September 1982
Skills
Investments, Series 7
Education
National University 1992 — 1993
Teacher Credential, Secondary Education
Carthage College 1980 — 1985
B.A., History and Political Science
Titan Securities October 2011 - Present
College Funding Design March 2007 - Present
Olmsted Advisors, Registered Investment Advisor February 2001 - Present
LAAM 2006 - 2011
Merrill Lynch August 1995 - February 2001
San Marcos, CA 1991 - 1995
United States Marine Corps 1986 - 1995
U.S. House of Representatives January 1982 - September 1982
Skills
Investments, Series 7
Education
National University 1992 — 1993
Teacher Credential, Secondary Education
Carthage College 1980 — 1985
B.A., History and Political Science
William J. Kim's Merrill Lynch Experience September 1994 - December 2001
Job President / Director at i2WebSolution Inc. and KODOC.COM
Industry Internet
Experience
KODOC.COM October 2013 - Present
i2WebSolution Inc October 2002 - Present
Merrill Lynch September 1994 - December 2001
Skills
Web Design, E-commerce, Project Management, Leadership, Start-ups, Program Management, Business Development
Education
Carnegie Mellon University 1988 — 2003
B.S., Information Systems / Internet Web
New York University 1998 — 2001
M.S., Systems Management
Stuyvesant High School
KODOC.COM October 2013 - Present
i2WebSolution Inc October 2002 - Present
Merrill Lynch September 1994 - December 2001
Skills
Web Design, E-commerce, Project Management, Leadership, Start-ups, Program Management, Business Development
Education
Carnegie Mellon University 1988 — 2003
B.S., Information Systems / Internet Web
New York University 1998 — 2001
M.S., Systems Management
Stuyvesant High School
Rebecca Nelson Rebecca Nelson's Merrill Lynch Experience December 2000 - September 2006
Job Director of Workforce Development and Learning at Corning Incorporated
Industry Financial Services
Experience
Corning Incorporated September 2015 - Present
Fannie Mae October 2012 - Present
Microsoft Corporation April 2007 - May 2012
Merrill Lynch December 2000 - September 2006
DoubleClick September 1999 - November 2000
Amazon July 1998 - September 1999
Skills
Organizational..., Learning and Development, Talent Management, Performance Consulting, Organizational..., Performance Management, Change Management, Performance Improvement, Management Consulting, Employee Engagement, Strategy, Leadership Development, Executive Coaching, Team Building, Strategic Planning, Team Leadership, Instructional Design, Coaching, Global Diversity and..., Succession Planning, Management, Training, Organizational Design, Leadership, Human Resources, Program Management, Management Development, Workshop Facilitation, Employee Training, MBTI, Training Delivery, Employee Relations, Workforce Planning, Talent Acquisition, Onboarding, HR Consulting, Cross-functional Team..., Emotional Intelligence, Culture Change, Project Management, Deferred Compensation
Education
Harvard Business School 2002 — 2006
Post Graduate Work, MBA Studies, HR Certification and Executive Education
Cedar Crest College 1984 — 1987
Accounting and English, 4.0
Corning Incorporated September 2015 - Present
Fannie Mae October 2012 - Present
Microsoft Corporation April 2007 - May 2012
Merrill Lynch December 2000 - September 2006
DoubleClick September 1999 - November 2000
Amazon July 1998 - September 1999
Skills
Organizational..., Learning and Development, Talent Management, Performance Consulting, Organizational..., Performance Management, Change Management, Performance Improvement, Management Consulting, Employee Engagement, Strategy, Leadership Development, Executive Coaching, Team Building, Strategic Planning, Team Leadership, Instructional Design, Coaching, Global Diversity and..., Succession Planning, Management, Training, Organizational Design, Leadership, Human Resources, Program Management, Management Development, Workshop Facilitation, Employee Training, MBTI, Training Delivery, Employee Relations, Workforce Planning, Talent Acquisition, Onboarding, HR Consulting, Cross-functional Team..., Emotional Intelligence, Culture Change, Project Management, Deferred Compensation
Education
Harvard Business School 2002 — 2006
Post Graduate Work, MBA Studies, HR Certification and Executive Education
Cedar Crest College 1984 — 1987
Accounting and English, 4.0
Ricardo Pravia's Merrill Lynch Experience February 1998 - November 1998
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
JP Morgan Chase October 2009 - July 2011
Morgan Stanley March 2004 - October 2009
NewBreak, LLC September 2001 - February 2004
Trilogy April 2000 - 2001
El Universal March 1999 - April 2000
Merrill Lynch February 1998 - November 1998
Bankers Trust June 1997 - January 1998
Skills
Derivatives, Fixed Income, Options, Commodity, Financial Risk, Start-ups, Finance, Distributed Systems, Leadership, Trading Systems, Sybase, Capital Markets, Equity Derivatives, Trading, Credit Derivatives, Market Data, DB2, Risk Management
Education
Carnegie Mellon University 1993 — 1997
BS, Electrical and Computer Engineering
Lester B. Pearson College of the Pacific 1991 — 1993
International Baccalaureate
Morgan Stanley June 2011 - Present
JP Morgan Chase October 2009 - July 2011
Morgan Stanley March 2004 - October 2009
NewBreak, LLC September 2001 - February 2004
Trilogy April 2000 - 2001
El Universal March 1999 - April 2000
Merrill Lynch February 1998 - November 1998
Bankers Trust June 1997 - January 1998
Skills
Derivatives, Fixed Income, Options, Commodity, Financial Risk, Start-ups, Finance, Distributed Systems, Leadership, Trading Systems, Sybase, Capital Markets, Equity Derivatives, Trading, Credit Derivatives, Market Data, DB2, Risk Management
Education
Carnegie Mellon University 1993 — 1997
BS, Electrical and Computer Engineering
Lester B. Pearson College of the Pacific 1991 — 1993
International Baccalaureate
Jhinny Kim's Merrill Lynch Experience May 2006 - October 2006
Job Multi Asset Class Trader and Salesperson
Industry Banking
Experience
JP Morgan Chase January 2007 - September 2011
Merrill Lynch May 2006 - October 2006
Credit Suisse September 2003 - April 2006
JPMorgan Chase June 2001 - August 2001
Skills
Business Development, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Equities, FX Options, Trading, Credit Derivatives, Credit, Capital Structure, Correlation Trading, Interest Rates, Bonds, Quantitative, Product Structuring, Portfolio Management, Structured Products, Options, Valuation, Equity Derivatives, Investments
Education
Carnegie Mellon University 2002 — 2003
Master’s Degree, Information Technology
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Dongguk University 1998 — 2000
Master of Arts (MA), Financial Engineering
Daeil Foreign Language High School
High School, French Language and Literature
Ewha Womans University
Bachelor's Degree, Education
JP Morgan Chase January 2007 - September 2011
Merrill Lynch May 2006 - October 2006
Credit Suisse September 2003 - April 2006
JPMorgan Chase June 2001 - August 2001
Skills
Business Development, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Equities, FX Options, Trading, Credit Derivatives, Credit, Capital Structure, Correlation Trading, Interest Rates, Bonds, Quantitative, Product Structuring, Portfolio Management, Structured Products, Options, Valuation, Equity Derivatives, Investments
Education
Carnegie Mellon University 2002 — 2003
Master’s Degree, Information Technology
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Dongguk University 1998 — 2000
Master of Arts (MA), Financial Engineering
Daeil Foreign Language High School
High School, French Language and Literature
Ewha Womans University
Bachelor's Degree, Education
Bernardo Mesa's Merrill Lynch Experience May 2006 - August 2006
Job Director Portfolio Analyst and Trader
Industry Financial Services
Experience
MacKay Shields LLC June 2015 - Present
MacKay Shields LLC August 2013 - June 2015
MacKay Shields September 2010 - July 2013
MacKay Shields October 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Cummins January 2003 - April 2005
Panasonic Factory Automation May 2000 - August 2000
Skills
VBA, Matlab, High Yield, Derivatives, Portfolio Management, Trading, Risk Management, Asset Allocation, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Managment, Hedging, Investments, Financial Analysis, Bonds, Investment Strategies, Corporate Finance, Financial Markets, Monte Carlo Simulation, Quantitative Analytics, Investment Management, Securities
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Science (MS), Computational Finance
Purdue University 2001 — 2002
Master of Science (MS), Electrical Engineering
Purdue University 1998 — 2000
Bachelors, Electrical Engineering
Pontificia Universidad Javeriana 1995 — 1998
Electronical Engineering
MacKay Shields LLC June 2015 - Present
MacKay Shields LLC August 2013 - June 2015
MacKay Shields September 2010 - July 2013
MacKay Shields October 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Cummins January 2003 - April 2005
Panasonic Factory Automation May 2000 - August 2000
Skills
VBA, Matlab, High Yield, Derivatives, Portfolio Management, Trading, Risk Management, Asset Allocation, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Managment, Hedging, Investments, Financial Analysis, Bonds, Investment Strategies, Corporate Finance, Financial Markets, Monte Carlo Simulation, Quantitative Analytics, Investment Management, Securities
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Science (MS), Computational Finance
Purdue University 2001 — 2002
Master of Science (MS), Electrical Engineering
Purdue University 1998 — 2000
Bachelors, Electrical Engineering
Pontificia Universidad Javeriana 1995 — 1998
Electronical Engineering
Hossein Sheini's Merrill Lynch Experience 2007 - Present
Job Credit Derivative Trader
Industry Capital Markets
Experience
Merrill Lynch 2007 - Present
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds
Education
Carnegie Mellon University
MBA/Comp Finance
Cornell University
MS, Systems Engineering
University of Michigan
MS/PhD, Computer Science
University of Tehran
BS, Electrical Engineering
Merrill Lynch 2007 - Present
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds
Education
Carnegie Mellon University
MBA/Comp Finance
Cornell University
MS, Systems Engineering
University of Michigan
MS/PhD, Computer Science
University of Tehran
BS, Electrical Engineering
Kimberly Crowley's Merrill Lynch Experience March 2005 - May 2005
Job
Industry Accounting
Experience
Bright Horizons July 2012 - Present
PAREXEL January 2010 - July 2012
Genzyme Corporation January 2008 - January 2010
Genzyme Corp October 2006 - January 2008
ECI Biotech, Inc October 2005 - September 2006
Warner Brothers (WB56) January 2006 - April 2006
Merrill Lynch March 2005 - May 2005
United Locating Services August 2003 - August 2004
Federal Probation May 2002 - August 2002
Skills
Forecasting, Variance Analysis, Analysis, Financial Analysis, Accounts Payable, Budgets, Internal Audit, Finance, Account Reconciliation, Accounting, Cost Accounting, Accounts Receivable, Financial Reporting, Sarbanes-Oxley Act, Process Improvement
Education
Clark University 2004 — 2006
MBA, Accounting and Finance
Carroll College 1999 — 2003
BA, double major in Business Management and Sociology
Sentinel
Bright Horizons July 2012 - Present
PAREXEL January 2010 - July 2012
Genzyme Corporation January 2008 - January 2010
Genzyme Corp October 2006 - January 2008
ECI Biotech, Inc October 2005 - September 2006
Warner Brothers (WB56) January 2006 - April 2006
Merrill Lynch March 2005 - May 2005
United Locating Services August 2003 - August 2004
Federal Probation May 2002 - August 2002
Skills
Forecasting, Variance Analysis, Analysis, Financial Analysis, Accounts Payable, Budgets, Internal Audit, Finance, Account Reconciliation, Accounting, Cost Accounting, Accounts Receivable, Financial Reporting, Sarbanes-Oxley Act, Process Improvement
Education
Clark University 2004 — 2006
MBA, Accounting and Finance
Carroll College 1999 — 2003
BA, double major in Business Management and Sociology
Sentinel
Steven Killmeyer's Merrill Lynch Experience January 2008 - June 2010
Job
Industry Hospital & Health Care
Experience
Deloitte September 2014 - Present
Wharton School of Business August 2012 - May 2014
Allazo Health July 2013 - August 2013
Simplee May 2013 - July 2013
HealthCor Partners July 2010 - June 2012
Merrill Lynch January 2008 - June 2010
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Investments, Market Research, Series 7, Excel, PowerPoint, Word, Bloomberg, Alternative Investments, Competitive Analysis, Venture Capital
Education
Wharton 2012 — 2014
Master of Business Administration (M.B.A.), Organizational Effectiveness
Carnegie Mellon University - Tepper School of Business 2002 — 2006
Bachelors of Science, Finance
Deloitte September 2014 - Present
Wharton School of Business August 2012 - May 2014
Allazo Health July 2013 - August 2013
Simplee May 2013 - July 2013
HealthCor Partners July 2010 - June 2012
Merrill Lynch January 2008 - June 2010
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Investments, Market Research, Series 7, Excel, PowerPoint, Word, Bloomberg, Alternative Investments, Competitive Analysis, Venture Capital
Education
Wharton 2012 — 2014
Master of Business Administration (M.B.A.), Organizational Effectiveness
Carnegie Mellon University - Tepper School of Business 2002 — 2006
Bachelors of Science, Finance
Stefano D`Amiano's Merrill Lynch Experience January 2006 - December 2008
Job Director, Investment Analytics at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America January 2009 - Present
Merrill Lynch January 2006 - December 2008
Accumulus Capital/Ritchie Capital Management January 2004 - November 2005
NumeriX March 2002 - January 2004
Kabira Technologies 2000 - 2001
Misys / Summit Systems 1995 - 2000
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Alternative Investments, Investment Banking, Equities, Capital Markets, Trading Systems, Market Risk, Financial Services, Interest Rate..., Portfolio Management, FX Options, Bloomberg, Quantitative Finance, Asset Management, Fund Of Funds, Options, Financial Markets, Market Data, Trading
Education
Carnegie Mellon University 2000 — 2004
MSCF, Financial Engineering
Cornell University 1993 — 1994
MEng, Computer Science
Università degli Studi di Salerno 1987 — 1992
Laurea, Informatica
Merrill Lynch / Bank of America January 2009 - Present
Merrill Lynch January 2006 - December 2008
Accumulus Capital/Ritchie Capital Management January 2004 - November 2005
NumeriX March 2002 - January 2004
Kabira Technologies 2000 - 2001
Misys / Summit Systems 1995 - 2000
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Alternative Investments, Investment Banking, Equities, Capital Markets, Trading Systems, Market Risk, Financial Services, Interest Rate..., Portfolio Management, FX Options, Bloomberg, Quantitative Finance, Asset Management, Fund Of Funds, Options, Financial Markets, Market Data, Trading
Education
Carnegie Mellon University 2000 — 2004
MSCF, Financial Engineering
Cornell University 1993 — 1994
MEng, Computer Science
Università degli Studi di Salerno 1987 — 1992
Laurea, Informatica
Herb Chen's Merrill Lynch Experience September 2013 - Present
Job Proudly Announcing a Move to Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Huntington Bank December 2009 - September 2013
Sterling, a National City Company September 2007 - December 2009
National City July 2003 - August 2007
Skills
Wealth, Mutual Funds, Capital Markets, Investments, Family Office, Asset Allocation, Equities, Financial Services, Portfolio Management, Alternative Investments, Investment Management, Finance, Wealth Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance, Information Systems, Management
Carnegie Mellon University 1983 — 1987
BS, Finance and Information Systems
Merrill Lynch September 2013 - Present
Huntington Bank December 2009 - September 2013
Sterling, a National City Company September 2007 - December 2009
National City July 2003 - August 2007
Skills
Wealth, Mutual Funds, Capital Markets, Investments, Family Office, Asset Allocation, Equities, Financial Services, Portfolio Management, Alternative Investments, Investment Management, Finance, Wealth Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance, Information Systems, Management
Carnegie Mellon University 1983 — 1987
BS, Finance and Information Systems
Alice Czyzycki's Merrill Lynch Experience 1987 - 1988
Job Attorney at Drinker Biddle & Reath LLP
Industry Law Practice
Experience
Drinker Biddle & Reath LLP September 2003 - Present
Gardner, Carton & Douglas 2003 - 2007
Case Western Reserve University 1999 - 2001
Case Western Reserve University 1989 - 1999
Revco 1988 - 1989
Merrill Lynch 1987 - 1988
Skills
Intellectual Property
Education
Northwestern University School of Law 2001 — 2003
JD, Law
Weatherhead School of Management at Case Western Reserve University 1989 — 1993
MBA, Management
Case Western Reserve University 1983 — 1987
BS, Industrial Engineering
University Liggett School 1976 — 1983
Drinker Biddle & Reath LLP September 2003 - Present
Gardner, Carton & Douglas 2003 - 2007
Case Western Reserve University 1999 - 2001
Case Western Reserve University 1989 - 1999
Revco 1988 - 1989
Merrill Lynch 1987 - 1988
Skills
Intellectual Property
Education
Northwestern University School of Law 2001 — 2003
JD, Law
Weatherhead School of Management at Case Western Reserve University 1989 — 1993
MBA, Management
Case Western Reserve University 1983 — 1987
BS, Industrial Engineering
University Liggett School 1976 — 1983
michael reisman's Merrill Lynch Experience March 2005 - June 2010
Job managing director at Mizuho Securites
Industry Financial Services
Experience
Mizuho Securities USA September 2010 - Present
gotham comedy club 1995 - Present
Merrill Lynch March 2005 - June 2010
Deutsche Bank 2003 - 2005
Morgan Stanley 1999 - 2003
Long-Term Capital Management, LLC 1995 - 1999
Lehman Brothers 1987 - 1995
Education
Carnegie Mellon University 1981 — 1985
bronx highschool of science
Mizuho Securities USA September 2010 - Present
gotham comedy club 1995 - Present
Merrill Lynch March 2005 - June 2010
Deutsche Bank 2003 - 2005
Morgan Stanley 1999 - 2003
Long-Term Capital Management, LLC 1995 - 1999
Lehman Brothers 1987 - 1995
Education
Carnegie Mellon University 1981 — 1985
bronx highschool of science
Vincent Kondaveeti's Merrill Lynch Experience August 2007 - July 2011
Job Melding technology, finance and sales
Industry Internet
Experience
Dataminr, Inc. April 2015 - Present
Lincoln Capital January 2012 - April 2015
Merrill Lynch August 2007 - July 2011
Jefferies Asset Management July 2006 - July 2007
Circle T Partners 2003 - 2006
Citi June 2000 - July 2002
HFF September 1997 - April 1999
Skills
Portfolio Management, Equities, Bloomberg, Hedge Funds, Equity Research, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Series 7, Investments, Derivatives, Investment Banking, Asset Management, Trading, Series 63, Financial Markets, Fixed Income, Equity Valuation, Venture Capital, Equity Trading
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
Master of Science (MS), Electronic Commerce, Finance
Tufts University 1993 — 1997
BA, Economics
Shady Side Academy 1986 — 1993
Dataminr, Inc. April 2015 - Present
Lincoln Capital January 2012 - April 2015
Merrill Lynch August 2007 - July 2011
Jefferies Asset Management July 2006 - July 2007
Circle T Partners 2003 - 2006
Citi June 2000 - July 2002
HFF September 1997 - April 1999
Skills
Portfolio Management, Equities, Bloomberg, Hedge Funds, Equity Research, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Series 7, Investments, Derivatives, Investment Banking, Asset Management, Trading, Series 63, Financial Markets, Fixed Income, Equity Valuation, Venture Capital, Equity Trading
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
Master of Science (MS), Electronic Commerce, Finance
Tufts University 1993 — 1997
BA, Economics
Shady Side Academy 1986 — 1993
Michael (stew) O'Connor's Merrill Lynch Experience 1997 - 1999
Job Software Architect at Verizon
Industry Computer Software
Experience
Verizon September 2014 - Present
Vireo, LLC 2000 - Present
Debian 2008 - 2015
Reverb Technologies Inc. February 2013 - September 2014
LoudLouderLoudest 2005 - 2011
Komera Corporation 2001 - 2006
KIWI Consulting 1999 - 2001
Merrill Lynch 1997 - 1999
Logic Works 1996 - 1997
Micro Logic 1995 - 1996
Skills
Falconry, Hygiene, Jazz Dance, Ruby on Rails, XML, AJAX, MySQL, Debian, Open Source, Bash, Git, Scalability, Software Development, Free Software, Python, Linux, Ruby, Subversion, Apache, SQL, PostgreSQL, Shell Scripting, Perl, Distributed Systems
Education
Carnegie Mellon University 1990 — 1994
New Hope Solebury 1983 — 1990
Verizon September 2014 - Present
Vireo, LLC 2000 - Present
Debian 2008 - 2015
Reverb Technologies Inc. February 2013 - September 2014
LoudLouderLoudest 2005 - 2011
Komera Corporation 2001 - 2006
KIWI Consulting 1999 - 2001
Merrill Lynch 1997 - 1999
Logic Works 1996 - 1997
Micro Logic 1995 - 1996
Skills
Falconry, Hygiene, Jazz Dance, Ruby on Rails, XML, AJAX, MySQL, Debian, Open Source, Bash, Git, Scalability, Software Development, Free Software, Python, Linux, Ruby, Subversion, Apache, SQL, PostgreSQL, Shell Scripting, Perl, Distributed Systems
Education
Carnegie Mellon University 1990 — 1994
New Hope Solebury 1983 — 1990
Brad Burke, CFA, CPA's Merrill Lynch Experience June 2008 - August 2008
Job Equity Research Analyst Office and Industrial REITs at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
UBS June 2013 - September 2013
UBS January 2011 - June 2013
Carnegie Mellon University April 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ernst & Young 2003 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
M.B.A., Investment Strategy
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accounting
Penn State University 2000 — 2003
B.S., Marketing
Goldman Sachs September 2013 - Present
UBS June 2013 - September 2013
UBS January 2011 - June 2013
Carnegie Mellon University April 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ernst & Young 2003 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
M.B.A., Investment Strategy
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accounting
Penn State University 2000 — 2003
B.S., Marketing
Meenakshi Ravinath's Merrill Lynch Experience 2002 - 2007
Job Director Product Management at ADP
Industry Internet
Experience
Yodlee June 2008 - May 2013
Lehman Brothers March 2007 - June 2008
Merrill Lynch 2002 - 2007
Skills
Product Management, Financial Services, Payments, Product Development, Agile Project Management, Strategic Planning, SaaS, Go-to-market Strategy, Analytics, Strategic Partnerships, Agile Methodologies, Project Management, Strategy
Education
Carnegie Mellon University 1998 — 2002
BS, Computer Science
Yodlee June 2008 - May 2013
Lehman Brothers March 2007 - June 2008
Merrill Lynch 2002 - 2007
Skills
Product Management, Financial Services, Payments, Product Development, Agile Project Management, Strategic Planning, SaaS, Go-to-market Strategy, Analytics, Strategic Partnerships, Agile Methodologies, Project Management, Strategy
Education
Carnegie Mellon University 1998 — 2002
BS, Computer Science
Sean Watterson's Merrill Lynch Experience August 2007 - December 2008
Job President & CoOwner at Happy Dog at the Euclid Tavern
Industry Restaurants
Experience
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
David Hanas's Merrill Lynch Experience May 1994 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1994 - Present
Hilliard Lyons May 1986 - May 1994
Bucyrus International July 1979 - September 1983
Skills
Retirement Planning, Series 66, Retirement Income..., Series 7, Wealth Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration (MBA), International Business
Carroll College 1974 — 1978
Bachelor of Science (B.S.), Business, French
Merrill Lynch May 1994 - Present
Hilliard Lyons May 1986 - May 1994
Bucyrus International July 1979 - September 1983
Skills
Retirement Planning, Series 66, Retirement Income..., Series 7, Wealth Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration (MBA), International Business
Carroll College 1974 — 1978
Bachelor of Science (B.S.), Business, French
Edward Mok's Merrill Lynch Experience Developer/AnalystC-BASS2007 - 2007
Job Quantitative Developer at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch Developer/AnalystC-BASS2007 - 2007
Education
Carnegie Mellon University 2002 — 2006
Merrill Lynch Developer/AnalystC-BASS2007 - 2007
Education
Carnegie Mellon University 2002 — 2006
Giridhar Banigallapati's Merrill Lynch Experience October 2000 - June 2005
Job Director at Citi
Industry Banking
Experience
Citi Group June 2005 - Present
Merrill Lynch October 2000 - June 2005
Wipro Technologies August 1998 - June 2000
Skills
Derivatives, Quantitative Investing, Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, C++, Interest Rate..., Investment Banking, Capital Markets, Market Risk, Trading Systems, Electronic Trading, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
M.S, Computational Finance
Jawaharlal Nehru Technological University 1994 — 1998
BTech, ECE
Citi Group June 2005 - Present
Merrill Lynch October 2000 - June 2005
Wipro Technologies August 1998 - June 2000
Skills
Derivatives, Quantitative Investing, Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, C++, Interest Rate..., Investment Banking, Capital Markets, Market Risk, Trading Systems, Electronic Trading, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
M.S, Computational Finance
Jawaharlal Nehru Technological University 1994 — 1998
BTech, ECE
Kevin Carpenter's Merrill Lynch Experience January 2008 - August 2009
Job Chief Strategy Officer at Verisk Health
Industry Information Services
Experience
Verisk Health July 2014 - Present
Verisk Analytics July 2011 - Present
Citi May 2010 - July 2011
UBS Investment Bank August 2009 - May 2010
Merrill Lynch January 2008 - August 2009
Morgan Stanley 2006 - 2007
ShopSmart 2000 - 2001
Deutsche Bank 1998 - 2000
Skills
Investment Banking, Analytics, Mergers & Acquisitions, Strategy, Corporate Finance, Corporate Development, Due Diligence, Capital Markets, Valuation, Financial Modeling, Private Equity, Financial Analysis, Competitive Analysis, Executive Management, Portfolio Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
Georgetown University
BSBA, Finance
Verisk Health July 2014 - Present
Verisk Analytics July 2011 - Present
Citi May 2010 - July 2011
UBS Investment Bank August 2009 - May 2010
Merrill Lynch January 2008 - August 2009
Morgan Stanley 2006 - 2007
ShopSmart 2000 - 2001
Deutsche Bank 1998 - 2000
Skills
Investment Banking, Analytics, Mergers & Acquisitions, Strategy, Corporate Finance, Corporate Development, Due Diligence, Capital Markets, Valuation, Financial Modeling, Private Equity, Financial Analysis, Competitive Analysis, Executive Management, Portfolio Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
Georgetown University
BSBA, Finance
Colleen Bower (Lang)'s Merrill Lynch Experience 2006 - 2009
Job Research Analyst at Lazard Capital Markets
Industry Research
Experience
Citadel LLC June 2014 - Present
Lazard Capital Markets 2009 - 2014
Merrill Lynch 2006 - 2009
Education
Case Western Reserve University 2002 — 2006
Bachelor of Science (BS), Accounting
Citadel LLC June 2014 - Present
Lazard Capital Markets 2009 - 2014
Merrill Lynch 2006 - 2009
Education
Case Western Reserve University 2002 — 2006
Bachelor of Science (BS), Accounting
Jose Peruyero's Merrill Lynch Experience September 1998 - July 2001
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
Ed Tiedge's Merrill Lynch Experience April 2003 - May 2005
Job Managing Partner and Distiller at StilltheOne
Industry Financial Services
Experience
StilltheOne August 2008 - Present
Sailfish Capital Partners May 2005 - August 2007
Merrill Lynch April 2003 - May 2005
ABP Investments April 2001 - April 2003
Federated Investors May 1993 - January 2001
United States Marine Corps August 1984 - August 1988
United States Marine Corps August 1977 - August 1980
Education
Stony Brook University 1981 — 1984
BS, Mathematics
Carnegie Mellon University - Tepper School of Business
StilltheOne August 2008 - Present
Sailfish Capital Partners May 2005 - August 2007
Merrill Lynch April 2003 - May 2005
ABP Investments April 2001 - April 2003
Federated Investors May 1993 - January 2001
United States Marine Corps August 1984 - August 1988
United States Marine Corps August 1977 - August 1980
Education
Stony Brook University 1981 — 1984
BS, Mathematics
Carnegie Mellon University - Tepper School of Business
Robert Noskiewicz's Merrill Lynch Experience 2000 - 2006
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2006 - Present
Merrill Lynch 2000 - 2006
Deutsche Bank 1998 - 2000
JPMorgan Chase & Co. 1992 - 1998
Skills
Alternative Investments, Equities, Structured Finance, Portfolio Management, Capital Markets, Investments, Fixed Income, Asset Managment, Derivatives, Valuation, Investment Banking
Education
New York University 2001 — 2003
Master of Science (MS), Real Estate
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Science (MS), Computational Finance
Stevens Institute of Technology
Bachelor's degree, Management
Morgan Stanley 2006 - Present
Merrill Lynch 2000 - 2006
Deutsche Bank 1998 - 2000
JPMorgan Chase & Co. 1992 - 1998
Skills
Alternative Investments, Equities, Structured Finance, Portfolio Management, Capital Markets, Investments, Fixed Income, Asset Managment, Derivatives, Valuation, Investment Banking
Education
New York University 2001 — 2003
Master of Science (MS), Real Estate
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Science (MS), Computational Finance
Stevens Institute of Technology
Bachelor's degree, Management
Timothy Verrilli's Merrill Lynch Experience 2001 - 2008
Job Managing Director at NXT Capital
Industry Real Estate
Experience
NXT Capital March 2010 - Present
Corus Bank January 2009 - March 2010
ST Residential LLC 2010 - 2010
Merrill Lynch 2001 - 2008
Heller Financial (now GE Capital) 1998 - 2001
Zurich Kemper Life Companies 1996 - 1999
DLA Piper Rudnick Gray Cary (formerly Rudnick & Wolfe) 1993 - 1996
Gottlieb & Schwartz 1991 - 1993
Skills
Commercial Real Estate, CMBS, Due Diligence, Investments, Mergers, Private Equity, Real Estate, Real Estate Economics, Valuation, Portfolio Management, Capital Markets, Asset Management, Finance, Financial Analysis, Loans, Mergers & Acquisitions, Structured Finance
Education
Case Western Reserve University School of Law 1988 — 1991
Juris Doctorate, Law
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics
NXT Capital March 2010 - Present
Corus Bank January 2009 - March 2010
ST Residential LLC 2010 - 2010
Merrill Lynch 2001 - 2008
Heller Financial (now GE Capital) 1998 - 2001
Zurich Kemper Life Companies 1996 - 1999
DLA Piper Rudnick Gray Cary (formerly Rudnick & Wolfe) 1993 - 1996
Gottlieb & Schwartz 1991 - 1993
Skills
Commercial Real Estate, CMBS, Due Diligence, Investments, Mergers, Private Equity, Real Estate, Real Estate Economics, Valuation, Portfolio Management, Capital Markets, Asset Management, Finance, Financial Analysis, Loans, Mergers & Acquisitions, Structured Finance
Education
Case Western Reserve University School of Law 1988 — 1991
Juris Doctorate, Law
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Roger Zuidema's Merrill Lynch Experience May 2010 - Present
Job Financial Advisor Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
FX Solutions September 2008 - September 2009
Kurtosys February 2008 - September 2008
Wall Street Analytics, Inc. August 2003 - August 2004
Derivative Solutions January 2001 - July 2003
Bloomberg March 1998 - May 2000
Skills
Investments, Hedge Funds, Bloomberg, Equities, Trading, Portfolio Analysis, Financial Risk..., FX trading, Derivatives, Fixed Income, Annuities, Enterprise Software, Straight Through..., Project Management, Portfolio Management, Financial Services
Education
West Virginia University 1992 — 1994
Bachelor of Arts (BA), Finance
Castleton University 1988 — 1990
Merrill Lynch May 2010 - Present
FX Solutions September 2008 - September 2009
Kurtosys February 2008 - September 2008
Wall Street Analytics, Inc. August 2003 - August 2004
Derivative Solutions January 2001 - July 2003
Bloomberg March 1998 - May 2000
Skills
Investments, Hedge Funds, Bloomberg, Equities, Trading, Portfolio Analysis, Financial Risk..., FX trading, Derivatives, Fixed Income, Annuities, Enterprise Software, Straight Through..., Project Management, Portfolio Management, Financial Services
Education
West Virginia University 1992 — 1994
Bachelor of Arts (BA), Finance
Castleton University 1988 — 1990
Robert Atuahene, CFA's Merrill Lynch Experience January 2007 - October 2008
Job Senior Risk Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
gKrom, Inc. December 2011 - June 2012
Citadel LLC October 2008 - December 2011
Merrill Lynch January 2007 - October 2008
Goldman Sachs June 2004 - July 2005
Skills
Financial Risk, Hedge Funds, High Frequency Trading, Options, Quantitative Finance, Equities, Electronic Trading, Derivatives, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master of Science (MS), Computational Finance
Princeton University 2000 — 2004
BSc, Electrical Engineering
SOS-HGIC
Goldman Sachs July 2012 - Present
gKrom, Inc. December 2011 - June 2012
Citadel LLC October 2008 - December 2011
Merrill Lynch January 2007 - October 2008
Goldman Sachs June 2004 - July 2005
Skills
Financial Risk, Hedge Funds, High Frequency Trading, Options, Quantitative Finance, Equities, Electronic Trading, Derivatives, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master of Science (MS), Computational Finance
Princeton University 2000 — 2004
BSc, Electrical Engineering
SOS-HGIC
David Gilliand's Merrill Lynch Experience 1993 - 1998
Job Managing Director Head of Special Situations at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Germaine Foreman's Merrill Lynch Experience May 2005 - June 2008
Job IT Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
Bank of America December 2010 - June 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Merrill Lynch May 2005 - June 2008
Merrill Lynch February 2001 - May 2005
Merrill Lynch January 1995 - February 2001
Merrill Lynch January 1993 - January 1995
Merrill Lynch April 1990 - January 1993
New York Life June 1981 - March 1990
Education
Carnegie Mellon University 1977 — 1981
B.S., Applied Math
Stuyvesant High School 1974 — 1977
H. S. Diploma, Math and Science
Bank of America June 2011 - Present
Bank of America December 2010 - June 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Merrill Lynch May 2005 - June 2008
Merrill Lynch February 2001 - May 2005
Merrill Lynch January 1995 - February 2001
Merrill Lynch January 1993 - January 1995
Merrill Lynch April 1990 - January 1993
New York Life June 1981 - March 1990
Education
Carnegie Mellon University 1977 — 1981
B.S., Applied Math
Stuyvesant High School 1974 — 1977
H. S. Diploma, Math and Science
Tony Chitwattanagorn's Merrill Lynch Experience 2003 - 2008
Job VP at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2008 - Present
Merrill Lynch 2003 - 2008
Moody's March 2001 - November 2002
Education
Carnegie Mellon University 1998 — 2000
MBA
Goldman Sachs August 2008 - Present
Merrill Lynch 2003 - 2008
Moody's March 2001 - November 2002
Education
Carnegie Mellon University 1998 — 2000
MBA
Jackie Somers's Merrill Lynch Experience September 1986 - December 2000
Job Business Plan Development Expert
Industry Management Consulting
Experience
Heimerl Law Firm September 2011 - Present
BD Associates 2001 - Present
B.I.G. (Believe Inspire Grow) June 2009 - December 2010
Merrill Lynch September 1986 - December 2000
Skills
Strategic Planning, Public Speaking, Team Building, Business Strategy, Leadership Development, Marketing Strategy, Coaching, Entrepreneurship, Executive Coaching, Program Management, Organizational..., Management Consulting, Budgets, Change Management, Process Improvement, Fundraising, Strategy, Management, Training, Business Development
Education
Cedar Crest College 1982 — 1986
BA, History
University of Buckingham 1984 — 1984
HPE
Heimerl Law Firm September 2011 - Present
BD Associates 2001 - Present
B.I.G. (Believe Inspire Grow) June 2009 - December 2010
Merrill Lynch September 1986 - December 2000
Skills
Strategic Planning, Public Speaking, Team Building, Business Strategy, Leadership Development, Marketing Strategy, Coaching, Entrepreneurship, Executive Coaching, Program Management, Organizational..., Management Consulting, Budgets, Change Management, Process Improvement, Fundraising, Strategy, Management, Training, Business Development
Education
Cedar Crest College 1982 — 1986
BA, History
University of Buckingham 1984 — 1984
HPE
Frank Marckioni's Merrill Lynch Experience 1989 - 2006
Job Institutional Sales at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Lei Tie's Merrill Lynch Experience May 2005 - August 2005
Job Vice President at LibreMax Capital
Industry Investment Banking
Experience
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
Brian Sellati, CPA's Merrill Lynch Experience 2006 - 2006
Job Senior Treasury Analyst at MidFirst Bank
Industry Accounting
Experience
MidFirst Bank January 2014 - Present
Freelance Corporate Consultant 2013 - 2013
Ferguson Consulting, LLC 2011 - 2012
Self- employed 2005 - 2012
Sellati Brothers, Inc. 2004 - 2007
Merrill Lynch 2006 - 2006
Skills
Investments, Business Valuation, Tax, Accounting, Valuation, Financial Reporting, Strategic Planning, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
Master of Accounting, Accounting
Case Western Reserve University - Weatherhead School of Management
MBA, Finance and Entrepreneurship
Case Western Reserve University
BS, Management
University of Chicago
MidFirst Bank January 2014 - Present
Freelance Corporate Consultant 2013 - 2013
Ferguson Consulting, LLC 2011 - 2012
Self- employed 2005 - 2012
Sellati Brothers, Inc. 2004 - 2007
Merrill Lynch 2006 - 2006
Skills
Investments, Business Valuation, Tax, Accounting, Valuation, Financial Reporting, Strategic Planning, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
Master of Accounting, Accounting
Case Western Reserve University - Weatherhead School of Management
MBA, Finance and Entrepreneurship
Case Western Reserve University
BS, Management
University of Chicago
Erika Matsumoto's Merrill Lynch Experience May 2005 - August 2005
Job Investment Product Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard April 2014 - May 2015
Vanguard March 2012 - April 2014
Vanguard September 2009 - February 2012
Vanguard August 2008 - October 2009
Hamamatsu May 2007 - August 2007
J Hayashida International May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Education
Saint Joseph's University 2013 — 2015
Master’s Degree
Carnegie Mellon University 2003 — 2008
Carnegie Mellon University - Tepper School of Business 2003 — 2008
Vanguard May 2015 - Present
Vanguard April 2014 - May 2015
Vanguard March 2012 - April 2014
Vanguard September 2009 - February 2012
Vanguard August 2008 - October 2009
Hamamatsu May 2007 - August 2007
J Hayashida International May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Education
Saint Joseph's University 2013 — 2015
Master’s Degree
Carnegie Mellon University 2003 — 2008
Carnegie Mellon University - Tepper School of Business 2003 — 2008
Hector O. Campos's Merrill Lynch Experience 2003 - 2005
Job Vice President at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2015 - Present
Standard & Poor's 2012 - 2015
Guggenheim Aviation Partners, LLC 2009 - 2012
HSH Nordbank 2006 - 2009
Wachovia Securities, LLC 2005 - 2006
Merrill Lynch 2003 - 2005
Education
Carnegie Mellon University - Tepper School of Business
M.S.
University of Pennsylvania
B.S. Engineering
University of Pennsylvania - The Wharton School
B.S. Economics
Bank of America Merrill Lynch July 2015 - Present
Standard & Poor's 2012 - 2015
Guggenheim Aviation Partners, LLC 2009 - 2012
HSH Nordbank 2006 - 2009
Wachovia Securities, LLC 2005 - 2006
Merrill Lynch 2003 - 2005
Education
Carnegie Mellon University - Tepper School of Business
M.S.
University of Pennsylvania
B.S. Engineering
University of Pennsylvania - The Wharton School
B.S. Economics
Stephanie Draper's Merrill Lynch Experience 1997 - Present
Job Vice President/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1997 - Present
Skills
Investment Advisory, High Net Worth..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Wealth Management..., 401k, Series 63, Mutual Funds, Asset Management, ETFs, Long-term Care, Life Insurance, Long Term Care Insurance, Financial Goals, College Savings Plans, Financial Services, Trust Services, Personal Financial..., Portfolio Management, Investments, 401k Rollovers, IRAs, Investment Strategies, Retirement, Discretionary Portfolio...
Education
Case Western Reserve University School of Law 1995 — 1996
Master of Laws (LLM), Taxation
University of Toledo College of Law 1992 — 1995
JD, Law
The University of North Carolina 1983 — 1987
BA, Labor and Industrial Relations
Merrill Lynch 1997 - Present
Skills
Investment Advisory, High Net Worth..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Wealth Management..., 401k, Series 63, Mutual Funds, Asset Management, ETFs, Long-term Care, Life Insurance, Long Term Care Insurance, Financial Goals, College Savings Plans, Financial Services, Trust Services, Personal Financial..., Portfolio Management, Investments, 401k Rollovers, IRAs, Investment Strategies, Retirement, Discretionary Portfolio...
Education
Case Western Reserve University School of Law 1995 — 1996
Master of Laws (LLM), Taxation
University of Toledo College of Law 1992 — 1995
JD, Law
The University of North Carolina 1983 — 1987
BA, Labor and Industrial Relations
Ilya Brin's Merrill Lynch Experience 2009 - 2009
Job Software Engineer
Industry Computer Software
Experience
Iterable October 2013 - Present
Susquehanna International Group July 2011 - June 2013
n-Tier Financial Services February 2011 - May 2011
Citigroup June 2010 - August 2010
Merrill Lynch 2009 - 2009
Skills
Java Enterprise Edition
Education
Carnegie Mellon University 2007 — 2011
Bachelor of Science, Computer Science
Iterable October 2013 - Present
Susquehanna International Group July 2011 - June 2013
n-Tier Financial Services February 2011 - May 2011
Citigroup June 2010 - August 2010
Merrill Lynch 2009 - 2009
Skills
Java Enterprise Edition
Education
Carnegie Mellon University 2007 — 2011
Bachelor of Science, Computer Science
Paul Sung's Merrill Lynch Experience July 2010 - June 2012
Job Engineering Team Lead at AppNexus
Industry Computer Software
Experience
AppNexus September 2015 - Present
AppNexus March 2014 - August 2015
AppNexus July 2012 - February 2014
Merrill Lynch July 2010 - June 2012
Next Jump August 2008 - December 2009
Timestar Technologies 2007 - 2007
Skills
PHP, Java, Python, Unix, Product Development, Refactoring, Sphinx, Ruby, Redis, Scrum, Data Modeling
Education
Carnegie Mellon University
Bachelor of Science (B.S.) & Master of Science (M.S.), Electrical and Computer Engineering
AppNexus September 2015 - Present
AppNexus March 2014 - August 2015
AppNexus July 2012 - February 2014
Merrill Lynch July 2010 - June 2012
Next Jump August 2008 - December 2009
Timestar Technologies 2007 - 2007
Skills
PHP, Java, Python, Unix, Product Development, Refactoring, Sphinx, Ruby, Redis, Scrum, Data Modeling
Education
Carnegie Mellon University
Bachelor of Science (B.S.) & Master of Science (M.S.), Electrical and Computer Engineering
Anirban Biswas's Merrill Lynch Experience February 2005 - December 2008
Job Risk Strategist at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Bank of America Merrill Lynch January 2008 - September 2013
Merrill Lynch February 2005 - December 2008
The Bank of New York January 2001 - January 2005
Skills
Trading, Financial Risk, Middle Office, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Risk Management, Hedge Funds, Securities
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Master of Science (MS), Computational Finance
Indian Institute of Management, Ahmedabad 1998 — 2001
MBA, Finance, Systems
Goldman Sachs October 2013 - Present
Bank of America Merrill Lynch January 2008 - September 2013
Merrill Lynch February 2005 - December 2008
The Bank of New York January 2001 - January 2005
Skills
Trading, Financial Risk, Middle Office, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Risk Management, Hedge Funds, Securities
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Master of Science (MS), Computational Finance
Indian Institute of Management, Ahmedabad 1998 — 2001
MBA, Finance, Systems
Wesley Sweet's Merrill Lynch Experience 2011 - Present
Job Associate US Short Rates Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
U.S. Department of State May 2009 - July 2009
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Bachelor of Science, Business Administration
Merrill Lynch 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
U.S. Department of State May 2009 - July 2009
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Bachelor of Science, Business Administration
Michael Yenason's Merrill Lynch Experience May 2005 - August 2005
Job Senior Account Manager at Element Financial Corporation
Industry Banking
Experience
Element Financial Corporation January 2015 - Present
PNC Equipment Finance 2009 - 2014
PNC Equipment Finance, LLC 2007 - 2009
UBS Wealth Management May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Contract Negotiation, Finance, Corporate Finance, Healthcare, Structured Finance, Interest Rate..., Interest Rate Swaps, Consulting, Start-ups, Treasury Management, Risk Management, Capital Markets, Mergers & Acquisitions, Portfolio Management, Credit, Financial Modeling, Commercial Lending, Asset Management, Credit Analysis, Loans, Executive Management, Investments, Due Diligence, Valuation, Financial Services, Cash Management, Relationship Management, Banking, Strategic Financial...
Education
Carnegie Mellon University 2003 — 2007
Bachelors of Science, Business Administration with Tracks in Finance and Manufacturing Management and Consulting
Carnegie Mellon University
Bachelor of Science (B.S.), Business Administration and Management, General; Finance; Manufacturing Management
Element Financial Corporation January 2015 - Present
PNC Equipment Finance 2009 - 2014
PNC Equipment Finance, LLC 2007 - 2009
UBS Wealth Management May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Contract Negotiation, Finance, Corporate Finance, Healthcare, Structured Finance, Interest Rate..., Interest Rate Swaps, Consulting, Start-ups, Treasury Management, Risk Management, Capital Markets, Mergers & Acquisitions, Portfolio Management, Credit, Financial Modeling, Commercial Lending, Asset Management, Credit Analysis, Loans, Executive Management, Investments, Due Diligence, Valuation, Financial Services, Cash Management, Relationship Management, Banking, Strategic Financial...
Education
Carnegie Mellon University 2003 — 2007
Bachelors of Science, Business Administration with Tracks in Finance and Manufacturing Management and Consulting
Carnegie Mellon University
Bachelor of Science (B.S.), Business Administration and Management, General; Finance; Manufacturing Management
Geetish Nayak's Merrill Lynch Experience June 2013 - August 2013
Job Software Engineer at Intuit
Industry Information Technology and Services
Experience
Intuit January 2014 - Present
Merrill Lynch June 2013 - August 2013
Maharashtra Institute of Technology,Kothrud,Pune January 2012 - May 2012
Persistent Systems July 2010 - January 2012
Tata Research Development and Design Center July 2009 - April 2010
Skills
Apex Programming, Visual Force, Core Java, JavaScript, Linux, C++, Shell Scripting, HTML, CSS, Eclipse, Oracle SQL, Eucalyptus, Hadoop, NoSQL, jQuery, Twitter Bootstrap, Google App Engine, J2EE Application..., Web Services, Liferay, Ext JS, MongoDB, R, Oracle SOA Suite, AJAX, Microsoft SQL, Software Development, JSP
Education
Carnegie Mellon University 2012 — 2013
Master's degree, Management Information Systems, General
Maharashtra Institute of Technology 2006 — 2010
BE, Computer Engineering
Intuit January 2014 - Present
Merrill Lynch June 2013 - August 2013
Maharashtra Institute of Technology,Kothrud,Pune January 2012 - May 2012
Persistent Systems July 2010 - January 2012
Tata Research Development and Design Center July 2009 - April 2010
Skills
Apex Programming, Visual Force, Core Java, JavaScript, Linux, C++, Shell Scripting, HTML, CSS, Eclipse, Oracle SQL, Eucalyptus, Hadoop, NoSQL, jQuery, Twitter Bootstrap, Google App Engine, J2EE Application..., Web Services, Liferay, Ext JS, MongoDB, R, Oracle SOA Suite, AJAX, Microsoft SQL, Software Development, JSP
Education
Carnegie Mellon University 2012 — 2013
Master's degree, Management Information Systems, General
Maharashtra Institute of Technology 2006 — 2010
BE, Computer Engineering
Steve Yang's Merrill Lynch Experience April 2007 - December 2008
Job Vice President at Bank of America Merrill Lynch (Global Market Research)
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Barclays Investment Bank July 2013 - September 2014
SunGard Financial Systems - Asset Management and Hedge Fund Solutions January 2012 - July 2013
Macquarie Bank January 2011 - December 2011
Deutsche Bank AG July 2010 - September 2010
Merrill Lynch April 2007 - December 2008
Credit Suisse September 2005 - April 2007
Skills
Fixed Income, Equity Derivatives, Derivatives Valuation, FX, Risk Management, Portfolio Management..., Bloomberg, Credit Derivatives, UTS, SwapsWire, Fidessa, Trading Screen, VB/VBA, C#, ASP.NET/Web Services, Infragistics, Perl, WinForm UI, FX Options, Derivatives, Commodity, Market Risk
Education
INSEAD (SG) 2010 — 2010
MBA, Finance
Polytechnic University 2003 — 2006
Masters in Financial Engineering
Carnegie Mellon University 1996 — 2000
Electrical Engineering, Computer Science
Bank of America Merrill Lynch September 2014 - Present
Barclays Investment Bank July 2013 - September 2014
SunGard Financial Systems - Asset Management and Hedge Fund Solutions January 2012 - July 2013
Macquarie Bank January 2011 - December 2011
Deutsche Bank AG July 2010 - September 2010
Merrill Lynch April 2007 - December 2008
Credit Suisse September 2005 - April 2007
Skills
Fixed Income, Equity Derivatives, Derivatives Valuation, FX, Risk Management, Portfolio Management..., Bloomberg, Credit Derivatives, UTS, SwapsWire, Fidessa, Trading Screen, VB/VBA, C#, ASP.NET/Web Services, Infragistics, Perl, WinForm UI, FX Options, Derivatives, Commodity, Market Risk
Education
INSEAD (SG) 2010 — 2010
MBA, Finance
Polytechnic University 2003 — 2006
Masters in Financial Engineering
Carnegie Mellon University 1996 — 2000
Electrical Engineering, Computer Science
Perry Reghetti's Merrill Lynch Experience January 2000 - December 2002
Job Independent Fiduciary Retirement Planning Strategest Investor Coach CEO and Founder at Perry Reghetti & Associates
Industry Financial Services
Experience
Reghetti & Associates LLC January 2003 - Present
Merrill Lynch January 2000 - December 2002
Profesional Anesthesia December 1990 - January 2000
Skills
Public Speaking, Business Development, Insurance, Coaching, Long-term Care, Retirement Planning, Retirement, Series 7, Financial Advisory, Wealth, Investments, Wealth Management, 401k, Strategic Financial..., Mutual Funds, Cash Flow, Asset Allocation, Start-ups, Fixed Annuities, Financial Planning, Finance
Education
Case Western Reserve University 1988 — 1990
Masters, Anesthesia
Kent State University 1983 — 1986
Bachlor of Science, Nursing
The University of Akron 1974 — 1979
Commmerce & Finance, Business/Commerce, General
Reghetti & Associates LLC January 2003 - Present
Merrill Lynch January 2000 - December 2002
Profesional Anesthesia December 1990 - January 2000
Skills
Public Speaking, Business Development, Insurance, Coaching, Long-term Care, Retirement Planning, Retirement, Series 7, Financial Advisory, Wealth, Investments, Wealth Management, 401k, Strategic Financial..., Mutual Funds, Cash Flow, Asset Allocation, Start-ups, Fixed Annuities, Financial Planning, Finance
Education
Case Western Reserve University 1988 — 1990
Masters, Anesthesia
Kent State University 1983 — 1986
Bachlor of Science, Nursing
The University of Akron 1974 — 1979
Commmerce & Finance, Business/Commerce, General
Christopher Crouse's Merrill Lynch Experience August 1987 - May 1989
Job Sales rep/ Field Clinical Engineer in Atrial Fibrillation Division at St. Jude Medical
Industry Medical Devices
Experience
St. Jude Medical July 2004 - Present
Union Memorial Hospital January 1991 - July 2004
Merrill Lynch August 1987 - May 1989
Skills
Disposables, Interventional Radiology, Interventional..., Capital Equipment, Electrophysiology, Pacemakers, Financial Sa
Education
St. Joseph's College (ME) 1997 — 2000
Bachelor of Science (BS), Radiologic Technology/Science - Radiographer
Catonsville Community College 1980 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
St. Jude Medical July 2004 - Present
Union Memorial Hospital January 1991 - July 2004
Merrill Lynch August 1987 - May 1989
Skills
Disposables, Interventional Radiology, Interventional..., Capital Equipment, Electrophysiology, Pacemakers, Financial Sa
Education
St. Joseph's College (ME) 1997 — 2000
Bachelor of Science (BS), Radiologic Technology/Science - Radiographer
Catonsville Community College 1980 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
Brad Runco's Merrill Lynch Experience May 2009 - July 2009
Job Lead College Recruiting Manager at AT&T
Industry Telecommunications
Experience
AT&T March 2014 - Present
AT&T January 2013 - February 2014
AT&T December 2010 - December 2012
AT&T July 2010 - November 2010
Merrill Lynch May 2009 - July 2009
Skills
Telecommunications, Account Management, Direct Sales, Solution Selling, Cold Calling, Wireless, Sales, Customer Retention, B2B, Sales Process, Sales Management, Sales Operations, Salesforce.com, Mobile Devices, Marketing, Sales Presentations, New Business Development, Competitive Analysis, VoIP, Selling, CRM, Leadership, Strategy, Recruiting, Training, Networking, Business Development, Business Strategy, Social Networking, Social Media Marketing
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2018
Master of Business Administration (MBA)
Penn State University 2008 — 2010
Bachelor's degree, Economics
University of Rochester 2006 — 2008
Bachelor's degree, Economics
AT&T March 2014 - Present
AT&T January 2013 - February 2014
AT&T December 2010 - December 2012
AT&T July 2010 - November 2010
Merrill Lynch May 2009 - July 2009
Skills
Telecommunications, Account Management, Direct Sales, Solution Selling, Cold Calling, Wireless, Sales, Customer Retention, B2B, Sales Process, Sales Management, Sales Operations, Salesforce.com, Mobile Devices, Marketing, Sales Presentations, New Business Development, Competitive Analysis, VoIP, Selling, CRM, Leadership, Strategy, Recruiting, Training, Networking, Business Development, Business Strategy, Social Networking, Social Media Marketing
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2018
Master of Business Administration (MBA)
Penn State University 2008 — 2010
Bachelor's degree, Economics
University of Rochester 2006 — 2008
Bachelor's degree, Economics
Richard Zhuoran Chen's Merrill Lynch Experience June 2012 - August 2012
Job Quantitative Trading and Analysis Analyst at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Citi June 2014 - Present
Merrill Lynch June 2012 - August 2012
Eagle Seven Trading March 2012 - June 2012
Nomura International June 2011 - August 2011
Skills
Fixed Income, Bloomberg, C++, Mandarin, Financial Structuring, R, Thompson One, Stata, Microsoft Excel, Bloomberg Terminal, Capital IQ, Visual C#, Visual C++, Minitab, Microsoft Word, PowerPoint, Microsoft Office, English, Stochastic Calculus, Numerical Simulation, Time Series Analysis, Options, Volatility Arbitrage, Statistical Arbitrage, Macroeconomics, World History, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science in Computational Finance - MSCF, Financial Engineering
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematics, Economics, Major 4.0/4.0
Peking University 2007 — 2009
BS, Engineering, Mechanics
Citi March 2015 - Present
Citi June 2014 - Present
Merrill Lynch June 2012 - August 2012
Eagle Seven Trading March 2012 - June 2012
Nomura International June 2011 - August 2011
Skills
Fixed Income, Bloomberg, C++, Mandarin, Financial Structuring, R, Thompson One, Stata, Microsoft Excel, Bloomberg Terminal, Capital IQ, Visual C#, Visual C++, Minitab, Microsoft Word, PowerPoint, Microsoft Office, English, Stochastic Calculus, Numerical Simulation, Time Series Analysis, Options, Volatility Arbitrage, Statistical Arbitrage, Macroeconomics, World History, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science in Computational Finance - MSCF, Financial Engineering
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematics, Economics, Major 4.0/4.0
Peking University 2007 — 2009
BS, Engineering, Mechanics
Chen (Sarah) Qian's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - December 2013
Merrill Lynch June 2013 - August 2013
University of Pittsburgh September 2011 - May 2012
University of Pittsburgh September 2011 - May 2012
KPMG July 2011 - July 2011
University of Pittsburgh February 2011 - March 2011
China Life Insurance Co.Ltd July 2010 - August 2010
Xueer 2009 - 2010
Alibaba May 2009 - August 2009
Skills
R, Statistics, Matlab, Mathematica, LaTeX, VBA, Minitab, Mandarin, Microsoft Office, Economics, Microsoft Excel, C++, Python, Quantitative Finance, Econometrics
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
MSCF
University of Pittsburgh 2008 — 2012
Science, Actuarial Mathematics, Economics
Hangzhou Xue Jun High School 2005 — 2008
Bank of America Merrill Lynch January 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - December 2013
Merrill Lynch June 2013 - August 2013
University of Pittsburgh September 2011 - May 2012
University of Pittsburgh September 2011 - May 2012
KPMG July 2011 - July 2011
University of Pittsburgh February 2011 - March 2011
China Life Insurance Co.Ltd July 2010 - August 2010
Xueer 2009 - 2010
Alibaba May 2009 - August 2009
Skills
R, Statistics, Matlab, Mathematica, LaTeX, VBA, Minitab, Mandarin, Microsoft Office, Economics, Microsoft Excel, C++, Python, Quantitative Finance, Econometrics
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
MSCF
University of Pittsburgh 2008 — 2012
Science, Actuarial Mathematics, Economics
Hangzhou Xue Jun High School 2005 — 2008
Tamara Sneen's Merrill Lynch Experience 2005 - 2006
Job Assistant
Industry Financial Services
Experience
Grace Church 2013 - 2015
Meristem, a Multifamily Office 2007 - 2012
Meristem, a Multifamily Office 2006 - 2007
Merrill Lynch 2005 - 2006
Caribou Coffee 2001 - 2005
Skills
Investments, Budgets, Retirement Planning, Life Insurance, Insurance, Wealth Management, Strategic Planning, Finance, Financial Modeling, Leadership, Retirement, Microsoft Office, Estate Planning, Portfolio Management, Tax, Customer Service
Education
Manufacturers Alliance
Lean Practitioner Certification
Minnesota State University, Mankato
Certificate, Financial Planning
Carson-Newman College 2002 — 2006
Bachelor of Science, Business Administration
Grace Church 2013 - 2015
Meristem, a Multifamily Office 2007 - 2012
Meristem, a Multifamily Office 2006 - 2007
Merrill Lynch 2005 - 2006
Caribou Coffee 2001 - 2005
Skills
Investments, Budgets, Retirement Planning, Life Insurance, Insurance, Wealth Management, Strategic Planning, Finance, Financial Modeling, Leadership, Retirement, Microsoft Office, Estate Planning, Portfolio Management, Tax, Customer Service
Education
Manufacturers Alliance
Lean Practitioner Certification
Minnesota State University, Mankato
Certificate, Financial Planning
Carson-Newman College 2002 — 2006
Bachelor of Science, Business Administration
Margaret Wei's Merrill Lynch Experience June 2008 - July 2008
Job Staff Attorney at Women's Center & Shelter of Greater Pittsburgh
Industry Law Practice
Experience
Women's Center & Shelter of Greater Pittsburgh December 2013 - Present
Neighborhood Legal Services Association June 2012 - August 2013
University of Pittsburgh School of Law - Sikov Elder Law Clinc August 2012 - May 2013
University of Pittsburgh School of Law August 2011 - May 2013
Superior Court of Pennsylvania July 2011 - August 2011
Elliott & Davis, P.C. May 2011 - June 2011
Carnegie Mellon Tepper School of Business October 2009 - May 2010
The Methodist Hospital System May 2009 - August 2009
Merrill Lynch June 2008 - July 2008
Skills
Research, Legal Writing, Westlaw, Legal Research, Lexis, Intellectual Property
Education
University of Pittsburgh School of Law 2010 — 2013
Juris Doctor (J.D.)
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Business Administration, Marketing, Communication Design
Women's Center & Shelter of Greater Pittsburgh December 2013 - Present
Neighborhood Legal Services Association June 2012 - August 2013
University of Pittsburgh School of Law - Sikov Elder Law Clinc August 2012 - May 2013
University of Pittsburgh School of Law August 2011 - May 2013
Superior Court of Pennsylvania July 2011 - August 2011
Elliott & Davis, P.C. May 2011 - June 2011
Carnegie Mellon Tepper School of Business October 2009 - May 2010
The Methodist Hospital System May 2009 - August 2009
Merrill Lynch June 2008 - July 2008
Skills
Research, Legal Writing, Westlaw, Legal Research, Lexis, Intellectual Property
Education
University of Pittsburgh School of Law 2010 — 2013
Juris Doctor (J.D.)
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Business Administration, Marketing, Communication Design
Kristy Martin's Merrill Lynch Experience December 2006 - Present
Job MidOffice Financial Control at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
BG Group June 2014 - Present
Merrill Lynch December 2006 - Present
Apache Corporation October 2004 - December 2006
IBM Business Consulting (BP Client) October 2002 - September 2004
Skills
Derivatives, Financial Modeling, Risk Management
Education
Carson-Newman College 1998 — 2002
BS, Accounting
BG Group June 2014 - Present
Merrill Lynch December 2006 - Present
Apache Corporation October 2004 - December 2006
IBM Business Consulting (BP Client) October 2002 - September 2004
Skills
Derivatives, Financial Modeling, Risk Management
Education
Carson-Newman College 1998 — 2002
BS, Accounting
Joseph Ceirante's Merrill Lynch Experience June 2007 - August 2007
Job Consultant at Mandiant
Industry Computer & Network Security
Experience
Mandiant December 2012 - Present
Federal Reserve Bank of New York June 2010 - November 2012
MITRE May 2010 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Reverse Engineering, Incident Response, Computer Forensics, Malware Analysis, C, Perl, Python
Education
Carnegie Mellon University 2008 — 2010
MS, Information Security Technology & Management
Polytechnic University 2004 — 2008
BS, Computer Science
Mandiant December 2012 - Present
Federal Reserve Bank of New York June 2010 - November 2012
MITRE May 2010 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Reverse Engineering, Incident Response, Computer Forensics, Malware Analysis, C, Perl, Python
Education
Carnegie Mellon University 2008 — 2010
MS, Information Security Technology & Management
Polytechnic University 2004 — 2008
BS, Computer Science
Isaac Dinewitz's Merrill Lynch Experience 1997 - 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AST Corporation 2007 - 2011
Merrill Lynch 1997 - 2002
Skills
Requirements Analysis
Education
Case Western Reserve University
The Hebrew University
Bachelor of Science (BS), Physics
AST Corporation 2007 - 2011
Merrill Lynch 1997 - 2002
Skills
Requirements Analysis
Education
Case Western Reserve University
The Hebrew University
Bachelor of Science (BS), Physics
Barret Rea's Merrill Lynch Experience August 2006 - Present
Job Director Investment Banking at Merrill Lynch
Industry
Experience
Merrill Lynch August 2006 - Present
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Fixed Income, Due Diligence, Private Equity, Corporate Finance, Valuation, Series 7, Investment Banking, Business Strategy, Capital Markets, Mergers & Acquisitions, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Duke University 1995 — 1999
Bachelor of Arts (BA)
Merrill Lynch August 2006 - Present
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Fixed Income, Due Diligence, Private Equity, Corporate Finance, Valuation, Series 7, Investment Banking, Business Strategy, Capital Markets, Mergers & Acquisitions, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Duke University 1995 — 1999
Bachelor of Arts (BA)
Sam Emara's Merrill Lynch Experience June 2009 - August 2009
Job International Manager at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets 2012 - Present
ICAP 2010 - 2012
Merrill Lynch June 2009 - August 2009
Skills
Banking, Management, Derivatives, Corporate Finance, Sales, Entrepreneurship, Public Speaking
Education
Cass Business School 2007 — 2010
Investment & Financial Risk Management, 1st Class Honours
HSBC Global Banking and Markets 2012 - Present
ICAP 2010 - 2012
Merrill Lynch June 2009 - August 2009
Skills
Banking, Management, Derivatives, Corporate Finance, Sales, Entrepreneurship, Public Speaking
Education
Cass Business School 2007 — 2010
Investment & Financial Risk Management, 1st Class Honours
Matt Schiavi's Merrill Lynch Experience June 2007 - August 2007
Job Municipal Fixed Income
Industry Financial Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank