Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
David Victor-Smith David Victor-Smith's Merrill Lynch Experience June 2009 - June 2011
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Paniz Asgari Paniz Asgari's Merrill Lynch Experience December 2013 - Present
Job
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch 2010 - December 2013
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Coldwell Banker Residential Brokerage 2006 - 2007
Skills
Process Optimization, Business Development, Business Efficiency, Marketing, Management, Strategic Communications, Building Loyalty, Social Marketing, IT Solutions, Project Management, Strategic Partnerships, Training, Investments, Budgets, Marketing Communications
Education
Christopher Newport University 2002 — 2006
B.S., Business Administration - Marketing
Merrill Lynch December 2013 - Present
Merrill Lynch 2010 - December 2013
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Coldwell Banker Residential Brokerage 2006 - 2007
Skills
Process Optimization, Business Development, Business Efficiency, Marketing, Management, Strategic Communications, Building Loyalty, Social Marketing, IT Solutions, Project Management, Strategic Partnerships, Training, Investments, Budgets, Marketing Communications
Education
Christopher Newport University 2002 — 2006
B.S., Business Administration - Marketing
Jim Salsman Jim Salsman's Merrill Lynch Experience December 2012 - August 2014
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP August 2014 - Present
Merrill Lynch December 2012 - August 2014
True Wireless May 2009 - December 2012
Advanced Business Cellular July 2002 - April 2009
Nextel Communications April 2001 - June 2002
T-Mobile 2000 - 2001
Skills
Qualified Retirement..., B2B, Solution Selling, Strategic Partnerships, Direct Sales, Wireless, Cold Calling, Salesforce.com, Retirement Plan..., Account Management, Mobile Technology, Leadership, Management, Sales, Customer Satisfaction
Education
Citrus College
Art, History
Northview High School
ADP August 2014 - Present
Merrill Lynch December 2012 - August 2014
True Wireless May 2009 - December 2012
Advanced Business Cellular July 2002 - April 2009
Nextel Communications April 2001 - June 2002
T-Mobile 2000 - 2001
Skills
Qualified Retirement..., B2B, Solution Selling, Strategic Partnerships, Direct Sales, Wireless, Cold Calling, Salesforce.com, Retirement Plan..., Account Management, Mobile Technology, Leadership, Management, Sales, Customer Satisfaction
Education
Citrus College
Art, History
Northview High School
Paige Donnelley's Merrill Lynch Experience July 2012 - May 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
Merrill Lynch July 2012 - May 2015
Merrill Lynch July 2009 - June 2012
Goldman Sachs June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Christie's June 2007 - August 2007
Skills
Valuation, Capital Markets, Financial Modeling, Bloomberg, Investment Banking, Investments, Equities, Corporate Finance, Hedge Funds
Education
Harvard Business School 2015 — 2017
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.)
Choate Rosemary Hall 2001 — 2005
Harvard Business School August 2015 - Present
Merrill Lynch July 2012 - May 2015
Merrill Lynch July 2009 - June 2012
Goldman Sachs June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Christie's June 2007 - August 2007
Skills
Valuation, Capital Markets, Financial Modeling, Bloomberg, Investment Banking, Investments, Equities, Corporate Finance, Hedge Funds
Education
Harvard Business School 2015 — 2017
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.)
Choate Rosemary Hall 2001 — 2005
Louis Patierno Louis Patierno's Merrill Lynch Experience May 2014 - August 2014
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - August 2014
Mountain Ridge Country Club April 2010 - July 2014
Sbarro-On campus job January 2013 - April 2013
Skills
Economics, Microsoft Office, Databases, Leadership, Time Management, Sales, Event Management, Finance, Networking, Microsoft Excel, Access, Data Analysis
Education
West Virginia University 2011 — 2015
Bachelor’s of Science (B.S), EconomicsEconomics
CIMBA 2013 — 2013
Merrill Lynch May 2014 - August 2014
Mountain Ridge Country Club April 2010 - July 2014
Sbarro-On campus job January 2013 - April 2013
Skills
Economics, Microsoft Office, Databases, Leadership, Time Management, Sales, Event Management, Finance, Networking, Microsoft Excel, Access, Data Analysis
Education
West Virginia University 2011 — 2015
Bachelor’s of Science (B.S), EconomicsEconomics
CIMBA 2013 — 2013
Debra Lynn Wetmore Debra Lynn Wetmore's Merrill Lynch Experience September 1982 - September 1985
Job Human Resource Assistant at Pep Boys
Industry Financial Services
Experience
Crystal Run Healthcare June 2014 - Present
American Towman September 2004 - September 2013
Orange-Ulster BOCES October 2000 - June 2002
MacKay Shields February 1993 - January 1998
Long-Term Credit Bank of Japan (Peers & Company) September 1989 - February 1993
Wellington Management October 1985 - August 1989
Merrill Lynch September 1982 - September 1985
CBS Records April 1978 - August 1982
Skills
Customer Service, Administrative...
Education
City University of New York 1981 — 1984
Business, English
Berkeley-Claremont Business School 1977 — 1978
Executive Secretarial
Crystal Run Healthcare June 2014 - Present
American Towman September 2004 - September 2013
Orange-Ulster BOCES October 2000 - June 2002
MacKay Shields February 1993 - January 1998
Long-Term Credit Bank of Japan (Peers & Company) September 1989 - February 1993
Wellington Management October 1985 - August 1989
Merrill Lynch September 1982 - September 1985
CBS Records April 1978 - August 1982
Skills
Customer Service, Administrative...
Education
City University of New York 1981 — 1984
Business, English
Berkeley-Claremont Business School 1977 — 1978
Executive Secretarial
Samuel Herzig Samuel Herzig's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Cowen and Company
Industry Higher Education
Experience
Cowen and Company July 2014 - Present
Berens Capital Management, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Public Speaking
Education
Bowdoin College 2010 — 2014
Economics; Government & Legal Studies
Choate Rosemary Hall 2006 — 2010
Cowen and Company July 2014 - Present
Berens Capital Management, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Public Speaking
Education
Bowdoin College 2010 — 2014
Economics; Government & Legal Studies
Choate Rosemary Hall 2006 — 2010
Fred Neary's Merrill Lynch Experience May 2012 - August 2012
Job Summer Associate at Fried Frank
Industry Law Practice
Experience
Fried, Frank, Harris, Shriver & Jacobson LLP May 2015 - July 2015
Supreme Court of New Jersey May 2014 - July 2014
Bloomberg LP June 2013 - August 2013
Koerner Walker Wealth Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Wealth Management, Research, Economics, Data Analysis, Legal Research, Political Science, Legal Writing, Public Speaking
Education
University of Michigan Law School 2013 — 2016
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Majors: Economics & Political Science
City University London 2012 — 2012
International Politics and Economics
Fried, Frank, Harris, Shriver & Jacobson LLP May 2015 - July 2015
Supreme Court of New Jersey May 2014 - July 2014
Bloomberg LP June 2013 - August 2013
Koerner Walker Wealth Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Wealth Management, Research, Economics, Data Analysis, Legal Research, Political Science, Legal Writing, Public Speaking
Education
University of Michigan Law School 2013 — 2016
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Majors: Economics & Political Science
City University London 2012 — 2012
International Politics and Economics
Caroline Leon Williams Caroline Leon Williams's Merrill Lynch Experience June 2011 - July 2011
Job S3 Grant Coordinator at Wallenberg High School
Industry Banking
Experience
Richmond District Neighborhood Center August 2013 - Present
San Francisco Unified School District- Wallenberg High School August 2013 - Present
USF Learning and Writing Center, San Francisco, CA January 2011 - August 2013
Upward Bound June 2012 - July 2013
Bon Appetit January 2012 - May 2013
Merrill Lynch June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, English, Event Planning, Photoshop, Time Management, Windows, Teaching, Community Outreach
Education
University of San Francisco 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Pontificia de Comillas 2011 — 2011
City College of San Francisco
Richmond District Neighborhood Center August 2013 - Present
San Francisco Unified School District- Wallenberg High School August 2013 - Present
USF Learning and Writing Center, San Francisco, CA January 2011 - August 2013
Upward Bound June 2012 - July 2013
Bon Appetit January 2012 - May 2013
Merrill Lynch June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, English, Event Planning, Photoshop, Time Management, Windows, Teaching, Community Outreach
Education
University of San Francisco 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Pontificia de Comillas 2011 — 2011
City College of San Francisco
Gianfranco Galluzzo's Merrill Lynch Experience June 2010 - August 2010
Job J.D. Candidate at Washington University in St. Louis School of Law
Industry Legal Services
Experience
Washington University in St. Louis School of Law Paralegal - Banking and FinanceOrrick, Herrington & Sutcliffe LLPMarch 2013 - May 2014
Choate Rosemary Hall June 2011 - July 2011
Choate Rosemary Hall July 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Essex Financial Services June 2008 - August 2008
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Creative Writing, Teaching, Fundraising, Editing, Social Media
Education
Wesleyan University 2008 — 2012
B.A., Government (Concentration: Political Theory)
University College London, U. of London 2010 — 2011
Political Science
Columbia University in the City of New York 2009 — 2009
Choate Rosemary Hall 2004 — 2008
Washington University in St. Louis School of Law
Washington University in St. Louis School of Law Paralegal - Banking and FinanceOrrick, Herrington & Sutcliffe LLPMarch 2013 - May 2014
Choate Rosemary Hall June 2011 - July 2011
Choate Rosemary Hall July 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Essex Financial Services June 2008 - August 2008
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Creative Writing, Teaching, Fundraising, Editing, Social Media
Education
Wesleyan University 2008 — 2012
B.A., Government (Concentration: Political Theory)
University College London, U. of London 2010 — 2011
Political Science
Columbia University in the City of New York 2009 — 2009
Choate Rosemary Hall 2004 — 2008
Washington University in St. Louis School of Law
Sophie Fivel's Merrill Lynch Experience August 2014 - December 2014
Job Consumer PR Intern at DBC PR+Social Media
Industry Marketing and Advertising
Experience
DBC PR+Social Media June 2015 - Present
Edelman PR Worldwide April 2015 - May 2015
Merrill Lynch August 2014 - December 2014
The CONSILIO Group March 2014 - August 2014
The Compass Fellowship June 2013 - May 2014
Haus Love January 2012 - August 2012
Melina Kennedy Campaign for Mayor June 2011 - August 2011
Skills
Public Speaking, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Program Management, Team Leadership, Data Analysis, Social Media Marketing, Research, Customer Service, Strategic Public..., Management, Fundraising, Community Outreach, Loving Life
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.) candidate, Business/Managerial Economics and Public Policy
City University of Hong Kong 2015 — 2015
Brebeuf Jesuit Preparatory School 2008 — 2012
DBC PR+Social Media June 2015 - Present
Edelman PR Worldwide April 2015 - May 2015
Merrill Lynch August 2014 - December 2014
The CONSILIO Group March 2014 - August 2014
The Compass Fellowship June 2013 - May 2014
Haus Love January 2012 - August 2012
Melina Kennedy Campaign for Mayor June 2011 - August 2011
Skills
Public Speaking, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Program Management, Team Leadership, Data Analysis, Social Media Marketing, Research, Customer Service, Strategic Public..., Management, Fundraising, Community Outreach, Loving Life
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.) candidate, Business/Managerial Economics and Public Policy
City University of Hong Kong 2015 — 2015
Brebeuf Jesuit Preparatory School 2008 — 2012
Christine La Monaca Christine La Monaca's Merrill Lynch Experience May 2003 - November 2005
Job Senior Technical Director
Industry Media Production
Experience
AJ+ September 2014 - Present
Sugar Inc. October 2012 - September 2014
Pac-12 Enterprises July 2012 - October 2012
Electronic Arts January 2011 - January 2012
DreamWorks Animation July 2010 - January 2011
Current TV July 2006 - January 2010
MSNBC April 2003 - March 2006
Merrill Lynch May 2003 - November 2005
Sterling Optical May 2000 - March 2003
Skills
Photoshop, Microsoft Office, Windows, Software, Mac OS, Remote Desktop, Citrix, ENPS, Tandberg, Encoders, Final Cut Pro, Video Production, Post Production, Video Editing, Television, Video, Avid, After Effects, Broadcast, Camera Operating, Camera, HD Video
Education
City University of New York 1998 — 2002
BA, Cinema Studies
The Fashion Institute of Technology 1996 — 1998
AAS, Advertising & Communications
AJ+ September 2014 - Present
Sugar Inc. October 2012 - September 2014
Pac-12 Enterprises July 2012 - October 2012
Electronic Arts January 2011 - January 2012
DreamWorks Animation July 2010 - January 2011
Current TV July 2006 - January 2010
MSNBC April 2003 - March 2006
Merrill Lynch May 2003 - November 2005
Sterling Optical May 2000 - March 2003
Skills
Photoshop, Microsoft Office, Windows, Software, Mac OS, Remote Desktop, Citrix, ENPS, Tandberg, Encoders, Final Cut Pro, Video Production, Post Production, Video Editing, Television, Video, Avid, After Effects, Broadcast, Camera Operating, Camera, HD Video
Education
City University of New York 1998 — 2002
BA, Cinema Studies
The Fashion Institute of Technology 1996 — 1998
AAS, Advertising & Communications
Andre Kalageorgi's Merrill Lynch Experience June 2013 - November 2013
Job Senior Financial Consultant at Laidlaw & Company UK Ltd.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd. April 2014 - Present
Merrill Lynch June 2013 - November 2013
DayByDay April 2008 - September 2012
Adekta Capital January 2006 - August 2007
Optimum Investment firm February 2005 - December 2005
Olma Investments 2004 - 2005
Casey Securities 2000 - 2002
Mr. Stock 1999 - 2000
Bank of New York Mellon 1997 - 1999
AK Trading 1996 - 1997
Skills
Investments, Hedging, Financial Markets, Hedge Funds, Equities, Options, Trading, Derivatives, ETFs, Electronic Trading, Asset Management, Commodity, Series 7, Risk Management, Portfolio Management, Technical Analysis, Currency, Options Strategies, Equity Derivatives, Bloomberg, Market Making, Trading Systems, Equity Trading, Trading Strategies, Fixed Income, Volatility, Proprietary Trading, Capital Markets, Foreign Exchange, Traders, FINRA, Financial Risk, FX Options, Equity Research, Emerging Markets, Investment Banking, Arbitrage, Market Risk, Securities, FX trading, Bonds, Alternative Investments, Series 63, Structured Products, Series 24, Swaps, Market Data, Prime Brokerage, Global Macro, Managed Futures
Education
City College of San Francisco
Associate's degree, Finance, General
Laidlaw & Company UK Ltd. April 2014 - Present
Merrill Lynch June 2013 - November 2013
DayByDay April 2008 - September 2012
Adekta Capital January 2006 - August 2007
Optimum Investment firm February 2005 - December 2005
Olma Investments 2004 - 2005
Casey Securities 2000 - 2002
Mr. Stock 1999 - 2000
Bank of New York Mellon 1997 - 1999
AK Trading 1996 - 1997
Skills
Investments, Hedging, Financial Markets, Hedge Funds, Equities, Options, Trading, Derivatives, ETFs, Electronic Trading, Asset Management, Commodity, Series 7, Risk Management, Portfolio Management, Technical Analysis, Currency, Options Strategies, Equity Derivatives, Bloomberg, Market Making, Trading Systems, Equity Trading, Trading Strategies, Fixed Income, Volatility, Proprietary Trading, Capital Markets, Foreign Exchange, Traders, FINRA, Financial Risk, FX Options, Equity Research, Emerging Markets, Investment Banking, Arbitrage, Market Risk, Securities, FX trading, Bonds, Alternative Investments, Series 63, Structured Products, Series 24, Swaps, Market Data, Prime Brokerage, Global Macro, Managed Futures
Education
City College of San Francisco
Associate's degree, Finance, General
Dov Fobar Dov Fobar's Merrill Lynch Experience 1994 - 1995
Job Partner in a professional firm
Industry Higher Education
Experience
a professional firm January 2008 - Present
Brooklyn College August 2007 - Present
Health Management Systems March 1995 - February 2005
Merrill Lynch 1994 - 1995
Health Industry Resources, Inc. 1982 - 1993
Touche Ross (now Deloitte and Touche) 1979 - 1982
Laconia Nursing Home 1973 - 1979
Skills
Corporate Finance, Financial Analysis, Management Consulting, Budgeting, Business Planning, Business Strategy, Accounting, Financial Reporting, College Teaching, Leadership, Management, Finance, Investments, Project Management, Data Analysis, Nonprofits, Healthcare, Process Improvement, Budgets
Education
City University of New York
BS, Psychology/Physics
Columbia University - Columbia Business School
MBA/MPH, Healthcare Administration
Columbia University College of Physicians and Surgeons
MBA/MPH, Healthcare Administration
Ramaz
High School
Rensselaer Polytechnic Institute
Physics
a professional firm January 2008 - Present
Brooklyn College August 2007 - Present
Health Management Systems March 1995 - February 2005
Merrill Lynch 1994 - 1995
Health Industry Resources, Inc. 1982 - 1993
Touche Ross (now Deloitte and Touche) 1979 - 1982
Laconia Nursing Home 1973 - 1979
Skills
Corporate Finance, Financial Analysis, Management Consulting, Budgeting, Business Planning, Business Strategy, Accounting, Financial Reporting, College Teaching, Leadership, Management, Finance, Investments, Project Management, Data Analysis, Nonprofits, Healthcare, Process Improvement, Budgets
Education
City University of New York
BS, Psychology/Physics
Columbia University - Columbia Business School
MBA/MPH, Healthcare Administration
Columbia University College of Physicians and Surgeons
MBA/MPH, Healthcare Administration
Ramaz
High School
Rensselaer Polytechnic Institute
Physics
Brett Schwartz's Merrill Lynch Experience May 2011 - August 2011
Job Senior Associate Finance at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC August 2012 - July 2014
Johns Hopkins University August 2010 - May 2012
Merrill Lynch May 2011 - August 2011
JHU Technology Transfer August 2010 - December 2010
Baseball Factory June 2010 - August 2010
AXA Equitable June 2009 - August 2009
Skills
Financial Analysis, Analytic Problem Solving, Strategic Consulting, Microsoft Excel, Team Management, Strategic Business..., Organisational Alignment, Process Consulting, Financial Effectiveness, Analysis, Strategic Planning, Data Analysis, Research, Project Management, Finance, Marketing, Youth Mentoring, Accounting, Management Consulting, PowerPoint, Public Speaking, Financial Modeling
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), Major- Economics; Minor- Entrepreneurship and Management
City University London 2011 — 2011
Business
Neshaminy High School 2004 — 2008
High School Diploma
PwC July 2014 - Present
PwC August 2012 - July 2014
Johns Hopkins University August 2010 - May 2012
Merrill Lynch May 2011 - August 2011
JHU Technology Transfer August 2010 - December 2010
Baseball Factory June 2010 - August 2010
AXA Equitable June 2009 - August 2009
Skills
Financial Analysis, Analytic Problem Solving, Strategic Consulting, Microsoft Excel, Team Management, Strategic Business..., Organisational Alignment, Process Consulting, Financial Effectiveness, Analysis, Strategic Planning, Data Analysis, Research, Project Management, Finance, Marketing, Youth Mentoring, Accounting, Management Consulting, PowerPoint, Public Speaking, Financial Modeling
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), Major- Economics; Minor- Entrepreneurship and Management
City University London 2011 — 2011
Business
Neshaminy High School 2004 — 2008
High School Diploma
John L. Farrell--Wealth Management CT/NY John L. Farrell--Wealth Management CT/NY's Merrill Lynch Experience 2006 - 2009
Job Financial Counselor To Astute Individuals
Industry Financial Services
Experience
Greenwich Financial Advisors, LLC October 2009 - Present
Merrill Lynch 2006 - 2009
John Hancock 2000 - 2006
Laerdal Medical Corporation 1985 - 2000
Allegany Pharmacal 1980 - 1984
Skills
Portfolio Management, Comprehensive Wealth..., Financial Planning, Due Diligence, Asset Protection, Estate Planning, Trust Services, Retirement Income..., Retirement Planning, Investment Policy, Social Security Planning, Asset Allocation, Pension Funds, Tax Planning, Financial Planners, Strategic Financial..., Financial Services, Social Security, Wealth Management..., Wealth Management, Investments, Retirement, Investment Strategies, Investment Management, Financial Advisory, Investment Advisory, 401k, Insurance, Mergers & Acquisitions, Asset Management, High Net Worth..., Mutual Funds, Tax, Fixed Annuities, Alternative Investments, Series 7, Series 63, Pensions, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Accounting
City University of New York 1974 — 1978
BA, Accounting
Greenwich Financial Advisors, LLC October 2009 - Present
Merrill Lynch 2006 - 2009
John Hancock 2000 - 2006
Laerdal Medical Corporation 1985 - 2000
Allegany Pharmacal 1980 - 1984
Skills
Portfolio Management, Comprehensive Wealth..., Financial Planning, Due Diligence, Asset Protection, Estate Planning, Trust Services, Retirement Income..., Retirement Planning, Investment Policy, Social Security Planning, Asset Allocation, Pension Funds, Tax Planning, Financial Planners, Strategic Financial..., Financial Services, Social Security, Wealth Management..., Wealth Management, Investments, Retirement, Investment Strategies, Investment Management, Financial Advisory, Investment Advisory, 401k, Insurance, Mergers & Acquisitions, Asset Management, High Net Worth..., Mutual Funds, Tax, Fixed Annuities, Alternative Investments, Series 7, Series 63, Pensions, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Accounting
City University of New York 1974 — 1978
BA, Accounting
EJ Liotta EJ Liotta's Merrill Lynch Experience 2006 - 2007
Job PrimeOne Solutions
Industry Information Technology and Services
Experience
PrimeOne Solutions March 2011 - Present
Deutsche Bank July 2007 - February 2011
Merrill Lynch 2006 - 2007
Barclays Capital 2001 - 2006
Premier Technology Solutions 1997 - 2001
Oppenheimer Capital 1994 - 1997
United States Marine Corps 1988 - 1990
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Derivatives, Capital Markets, Investment Banking, Collateral Management, Swaps, Middle Office, Trading Systems, Asset Managment, Securities, Market Data
Education
University of California, Berkeley 1992 — 1993
City College of San Francisco 1990 — 1992
PrimeOne Solutions March 2011 - Present
Deutsche Bank July 2007 - February 2011
Merrill Lynch 2006 - 2007
Barclays Capital 2001 - 2006
Premier Technology Solutions 1997 - 2001
Oppenheimer Capital 1994 - 1997
United States Marine Corps 1988 - 1990
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Derivatives, Capital Markets, Investment Banking, Collateral Management, Swaps, Middle Office, Trading Systems, Asset Managment, Securities, Market Data
Education
University of California, Berkeley 1992 — 1993
City College of San Francisco 1990 — 1992
Everett Barney Everett Barney's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2014 - Present
Diageo May 2013 - May 2014
Atlanta Falcons May 2012 - 2013
Politikool Inc November 2010 - July 2012
World Financial Group January 2008 - August 2010
City of St. Petersburg June 2007 - August 2007
Skills
Advertising, Sales, Sports Marketing, Brand Management, Public Relations, Marketing Strategy, Marketing, Sponsorship, Event Management, Entrepreneurship, Insurance, Wealth Management, Risk Management, Retirement Savings, Financial Planning
Education
Florida State University 2011 — 2012
Master of Business Administration (M.B.A.), Marketing
Youngstown State University 2008 — 2011
Bachelors Arts Degree, Liberal Arts
City College of San Francisco 2006 — 2007
Associates in Arts Degree, Liberal Arts
Merrill Lynch June 2014 - Present
Diageo May 2013 - May 2014
Atlanta Falcons May 2012 - 2013
Politikool Inc November 2010 - July 2012
World Financial Group January 2008 - August 2010
City of St. Petersburg June 2007 - August 2007
Skills
Advertising, Sales, Sports Marketing, Brand Management, Public Relations, Marketing Strategy, Marketing, Sponsorship, Event Management, Entrepreneurship, Insurance, Wealth Management, Risk Management, Retirement Savings, Financial Planning
Education
Florida State University 2011 — 2012
Master of Business Administration (M.B.A.), Marketing
Youngstown State University 2008 — 2011
Bachelors Arts Degree, Liberal Arts
City College of San Francisco 2006 — 2007
Associates in Arts Degree, Liberal Arts
Joseph Mattia Joseph Mattia's Merrill Lynch Experience August 1991 - December 2008
Job President at Joseph J. Mattia LLC
Industry Financial Services
Experience
Joseph J. Mattia LLC July 2010 - Present
Merrill Lynch August 1991 - December 2008
Monarch Financial Services 1985 - 1991
Skills
Retirement Planning, Strategic Financial..., Business Strategy, New Business Development, Insurance, Team Building, Project Management, Risk Management, Negotiation, Sales Management, Marketing Strategy, Public Speaking, Budgets, Marketing, Asset Managment, Mortgage Lending, Change Management, Estate Planning, Wealth Management, Financial Analysis, Series 7, Asset Management, Alternative Investments, Recruiting, Series 24, Finance, Financial Services, Securities, Financial Advisory, Leadership, Asset Allocation, Mergers & Acquisitions, Investment Advisory, Mutual Funds, Series 63, ETFs, Investment Strategies, Hedge Funds, Wealth Management..., Financial Planning
Education
City University of New York
Economics
Joseph J. Mattia LLC July 2010 - Present
Merrill Lynch August 1991 - December 2008
Monarch Financial Services 1985 - 1991
Skills
Retirement Planning, Strategic Financial..., Business Strategy, New Business Development, Insurance, Team Building, Project Management, Risk Management, Negotiation, Sales Management, Marketing Strategy, Public Speaking, Budgets, Marketing, Asset Managment, Mortgage Lending, Change Management, Estate Planning, Wealth Management, Financial Analysis, Series 7, Asset Management, Alternative Investments, Recruiting, Series 24, Finance, Financial Services, Securities, Financial Advisory, Leadership, Asset Allocation, Mergers & Acquisitions, Investment Advisory, Mutual Funds, Series 63, ETFs, Investment Strategies, Hedge Funds, Wealth Management..., Financial Planning
Education
City University of New York
Economics
Alejandro Behrens's Merrill Lynch Experience 2008 - June 2013
Job MBA Candidate at Georgetown University
Industry Financial Services
Experience
Merrill Lynch 2008 - June 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Choate Rosemary Hall 2003 — 2004
Merrill Lynch 2008 - June 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Choate Rosemary Hall 2003 — 2004
Ralph Posimato Ralph Posimato's Merrill Lynch Experience June 2004 - October 2009
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America March 1992 - Present
Bank of America Merrill Lynch October 2009 - September 2014
Merrill Lynch June 2004 - October 2009
Merrill Lynch/ Broadcort Capital Corp July 1999 - June 2004
Vice President July 1994 - July 1999
Merrill Lynch March 1992 - July 1994
Skills
Management, Leadership, Customer Service, Project Management, Financial Services, Vendor Management, Relationship Management, Trading, Sales, Hedge Funds, Investment Banking
Education
City University of New York 1975 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America March 1992 - Present
Bank of America Merrill Lynch October 2009 - September 2014
Merrill Lynch June 2004 - October 2009
Merrill Lynch/ Broadcort Capital Corp July 1999 - June 2004
Vice President July 1994 - July 1999
Merrill Lynch March 1992 - July 1994
Skills
Management, Leadership, Customer Service, Project Management, Financial Services, Vendor Management, Relationship Management, Trading, Sales, Hedge Funds, Investment Banking
Education
City University of New York 1975 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Carlo De Carlo Carlo De Carlo's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - July 2013
Merrill Lynch June 2009 - August 2009
Larsen & Toubro Limited August 2008 - October 2008
Skills
Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Hedge Funds, LBO, Due Diligence, Mergers, Leveraged Finance, Investments, Finance
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2009
MSc, Finance
University of Southern California - Marshall School of Business 2006 — 2006
Exchange Program
Università Commerciale 'Luigi Bocconi' 2004 — 2007
BSc, Management of Public Administration and International Institution
City University of Hong Kong 2008 — 2008
Private Equity and Venture Capital
National Chengchi University 2008 — 2008
Private Equity and Venture Capital
Fudan University 2006 — 2006
International Relations
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - July 2013
Merrill Lynch June 2009 - August 2009
Larsen & Toubro Limited August 2008 - October 2008
Skills
Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Hedge Funds, LBO, Due Diligence, Mergers, Leveraged Finance, Investments, Finance
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2009
MSc, Finance
University of Southern California - Marshall School of Business 2006 — 2006
Exchange Program
Università Commerciale 'Luigi Bocconi' 2004 — 2007
BSc, Management of Public Administration and International Institution
City University of Hong Kong 2008 — 2008
Private Equity and Venture Capital
National Chengchi University 2008 — 2008
Private Equity and Venture Capital
Fudan University 2006 — 2006
International Relations
Drew Yeager Drew Yeager's Merrill Lynch Experience September 2012 - May 2013
Job Senior Analyst at McCann Worldgroup
Industry Market Research
Experience
McCann May 2015 - August 2015
Nielsen October 2013 - May 2015
Merrill Lynch September 2012 - May 2013
McMahon Group June 2012 - August 2012
Skills
Investments, Equities
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 2004 — 2008
McCann May 2015 - August 2015
Nielsen October 2013 - May 2015
Merrill Lynch September 2012 - May 2013
McMahon Group June 2012 - August 2012
Skills
Investments, Equities
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 2004 — 2008
Binundu Samuel's Merrill Lynch Experience March 2008 - July 2008
Job M.S. Information Systems & Technology
Industry Information Technology and Services
Experience
Nationwide Insurance June 2015 - Present
Wakanow.com January 2014 - December 2014
Clinton Health Access Initiative June 2013 - December 2013
Enterprise Investment Partners January 2012 - March 2012
Accenture June 2011 - August 2011
Nationwide Insurance August 2009 - August 2010
Merrill Lynch March 2008 - July 2008
Skills
Analysis, Program Management, Project Management, Management, Marketing, Business Analysis, Sales Management, Sales, Data Analysis, Information Management, Microsoft Excel, Public Speaking, Consulting, SQL, Great Motivator, Strategy, Crisis Management, Customer Service, Customer Support, Customer Retention, Databases, Strategic Planning, Training, Management Consulting
Education
City University London 2011 — 2012
MSc, Information Systems and Technology
The Ohio State University 2004 — 2009
BA, Economics
Nationwide Insurance June 2015 - Present
Wakanow.com January 2014 - December 2014
Clinton Health Access Initiative June 2013 - December 2013
Enterprise Investment Partners January 2012 - March 2012
Accenture June 2011 - August 2011
Nationwide Insurance August 2009 - August 2010
Merrill Lynch March 2008 - July 2008
Skills
Analysis, Program Management, Project Management, Management, Marketing, Business Analysis, Sales Management, Sales, Data Analysis, Information Management, Microsoft Excel, Public Speaking, Consulting, SQL, Great Motivator, Strategy, Crisis Management, Customer Service, Customer Support, Customer Retention, Databases, Strategic Planning, Training, Management Consulting
Education
City University London 2011 — 2012
MSc, Information Systems and Technology
The Ohio State University 2004 — 2009
BA, Economics
Lorraine Jordan's Merrill Lynch Experience June 2012 - June 2014
Job Allstate Financial Advisor
Industry Financial Services
Experience
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Bryan Betita Bryan Betita's Merrill Lynch Experience August 2011 - December 2012
Job Financial Consultant at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial January 2013 - Present
Merrill Lynch August 2011 - December 2012
Phillips and Company January 2009 - May 2011
Napa Wine Company March 2004 - August 2008
Skills
Asset Allocation, Portfolio Management, Marketing, Compassion, Listening, Understanding, Portfolio Analysis, Wine Knowledge
Education
University of Hawaii at Manoa 2000 — 2003
Liberal Arts, Political Science
City College of San Francisco
E*TRADE Financial January 2013 - Present
Merrill Lynch August 2011 - December 2012
Phillips and Company January 2009 - May 2011
Napa Wine Company March 2004 - August 2008
Skills
Asset Allocation, Portfolio Management, Marketing, Compassion, Listening, Understanding, Portfolio Analysis, Wine Knowledge
Education
University of Hawaii at Manoa 2000 — 2003
Liberal Arts, Political Science
City College of San Francisco
Ikai Chang Ikai Chang's Merrill Lynch Experience May 1995 - May 1996
Job Lead Database Engineer, Database Developer, DBA
Industry Investment Management
Experience
Bank of America Merrill Lynch April 2012 - Present
Highbridge Capital Management October 2005 - April 2012
SIAC December 2001 - October 2005
Instinet Corporation 1999 - 2001
AIG May 1998 - September 1999
Bristol-Myers Squibb May 1996 - May 1998
Merrill Lynch May 1995 - May 1996
Bell Laboratories May 1993 - May 1995
AT&T April 1991 - May 1993
AT&T May 1989 - March 1991
Skills
Oracle, Data Warehousing, Databases, ETL, Unix, PL/SQL, Microsoft SQL Server, SQL, Sybase, Performance Tuning, Software Development, SQL Tuning, Informatica, Solaris, DB2, T-SQL, Cognos, C++, System Administration, HP-UX, Hedge Funds, Data Integration, Java, Business Intelligence, Perl, C#, Informix, Trading, Erwin, Database Design, Shell Scripting, Unix Shell Scripting, Data Migration, Enterprise Architecture, SDLC, Data Warehouse...
Education
Monmouth University 1986 — 1989
MS, Computer Science
Chung Yuan Christian University 1982 — 1986
BS, Civil Engineering
Bank of America Merrill Lynch April 2012 - Present
Highbridge Capital Management October 2005 - April 2012
SIAC December 2001 - October 2005
Instinet Corporation 1999 - 2001
AIG May 1998 - September 1999
Bristol-Myers Squibb May 1996 - May 1998
Merrill Lynch May 1995 - May 1996
Bell Laboratories May 1993 - May 1995
AT&T April 1991 - May 1993
AT&T May 1989 - March 1991
Skills
Oracle, Data Warehousing, Databases, ETL, Unix, PL/SQL, Microsoft SQL Server, SQL, Sybase, Performance Tuning, Software Development, SQL Tuning, Informatica, Solaris, DB2, T-SQL, Cognos, C++, System Administration, HP-UX, Hedge Funds, Data Integration, Java, Business Intelligence, Perl, C#, Informix, Trading, Erwin, Database Design, Shell Scripting, Unix Shell Scripting, Data Migration, Enterprise Architecture, SDLC, Data Warehouse...
Education
Monmouth University 1986 — 1989
MS, Computer Science
Chung Yuan Christian University 1982 — 1986
BS, Civil Engineering
Dennis Loiacono Dennis Loiacono's Merrill Lynch Experience 2007 - Present
Job Merrill Lynch Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Fonderia USA March 2012 - Present
Columbus Club 1997 - Present
Italian Heritage and Culture Month Committee of New York 2011 - 2013
Education
City University of New York
Merrill Lynch 2007 - Present
Fonderia USA March 2012 - Present
Columbus Club 1997 - Present
Italian Heritage and Culture Month Committee of New York 2011 - 2013
Education
City University of New York
William Burke's Merrill Lynch Experience 2007 - 2008
Job High Performance Computing Systems Engineer at The Jackson Laboratory for Genomic Medicine
Industry Information Technology and Services
Experience
The Jackson Laboratory December 2012 - Present
JumpFlux formerly "Tellitec Solutions" January 2001 - 2012
Merck September 2009 - August 2011
Merrill Lynch 2007 - 2008
Aetna 2006 - 2007
Skills
Identity Management, High Performance..., Virtualization, Infrastructure, Cluster, Cloud Computing, Enterprise Architecture, Solution Architecture, SaaS, IT Strategy, Integration, Business Analysis, IT Management, Solaris, Unix, Security, VMware
Education
Harvard University
Master's Degree
City University of New York
Northeastern University
The Jackson Laboratory December 2012 - Present
JumpFlux formerly "Tellitec Solutions" January 2001 - 2012
Merck September 2009 - August 2011
Merrill Lynch 2007 - 2008
Aetna 2006 - 2007
Skills
Identity Management, High Performance..., Virtualization, Infrastructure, Cluster, Cloud Computing, Enterprise Architecture, Solution Architecture, SaaS, IT Strategy, Integration, Business Analysis, IT Management, Solaris, Unix, Security, VMware
Education
Harvard University
Master's Degree
City University of New York
Northeastern University
Tony DePasquale Tony DePasquale's Merrill Lynch Experience January 2004 - January 2005
Job Vice President / Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Elysien Private Wealth & Real Property January 2005 - Present
Merrill Lynch January 2004 - January 2005
AXA Advisors LLC June 2002 - January 2004
American Express January 2000 - January 2002
Skills
Financial Solutions &..., Fiduciary, Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Financial Planners, Insurance, Securities, Wealth, Financial Services, Banking, Private Equity, Finance, Small Business, Business Development, Strategy, Mortgage Lending
Education
University of Tennessee at Martin 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas 2000 — 2002
BA, Marketing and Economic History
Citrus College 1998 — 2000
Associate of Arts, Behavioral Science
Sultana High School
High School Diploma
BNY Mellon Wealth Management February 2015 - Present
Elysien Private Wealth & Real Property January 2005 - Present
Merrill Lynch January 2004 - January 2005
AXA Advisors LLC June 2002 - January 2004
American Express January 2000 - January 2002
Skills
Financial Solutions &..., Fiduciary, Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Financial Planners, Insurance, Securities, Wealth, Financial Services, Banking, Private Equity, Finance, Small Business, Business Development, Strategy, Mortgage Lending
Education
University of Tennessee at Martin 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas 2000 — 2002
BA, Marketing and Economic History
Citrus College 1998 — 2000
Associate of Arts, Behavioral Science
Sultana High School
High School Diploma
Melania Graur's Merrill Lynch Experience September 2001 - January 2004
Job Financial Services Professional
Industry Financial Services
Experience
Caritas, Inc. January 2009 - Present
Fred Alger Management January 2006 - October 2008
SunTrust Bank July 2004 - July 2005
Merrill Lynch September 2001 - January 2004
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Retirement, Equities, Fixed Income, Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Securities, Asset Management, Hedge Funds, ETFs, Separately Managed...
Education
Cornell University 1992 — 1996
BA, Political Science
University of New South Wales 1994 — 1995
BA, Political Science
Choate Rosemary Hall 1989 — 1992
Caritas, Inc. January 2009 - Present
Fred Alger Management January 2006 - October 2008
SunTrust Bank July 2004 - July 2005
Merrill Lynch September 2001 - January 2004
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Retirement, Equities, Fixed Income, Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Securities, Asset Management, Hedge Funds, ETFs, Separately Managed...
Education
Cornell University 1992 — 1996
BA, Political Science
University of New South Wales 1994 — 1995
BA, Political Science
Choate Rosemary Hall 1989 — 1992
Alexander Smolyar Alexander Smolyar's Merrill Lynch Experience 1995 - 1997
Job Seeking leadership opportunity in technical project management space
Industry Information Technology and Services
Experience
HBO 2013 - Present
Citi 2000 - 2013
Radcom Equipment Inc 1999 - 2000
NetWise LLC 1997 - 1999
NetWise LLC 1997 - 1999
NetWise LLC 1997 - 1999
Merrill Lynch 1995 - 1997
Banco Portugues do Atlantico 1992 - 1995
Knight Ridder Financial Information 1987 - 1992
Skills
Integration, Security, Unix, Cisco Technologies, TCP/IP, Telecommunications, VoIP, Servers, Software Development, Troubleshooting, CRM, Enterprise Software, Project Management, Strategy, DNS, IP, System Administration, Networking, WAN, Management, Vendor Management, SDLC, Enterprise Architecture, ITIL, IT Strategy, Business Continuity, Data Center, IT Management, Solaris, Disaster Recovery, Infrastructure, Databases, LDAP, Testing, IT Operations, IT Service Management, Business Continuity..., PMO, Information Security
Education
Stevens Institute of Technology
Master of Science (MS)
City University of New York
Bachelor of Science (BS)
HBO 2013 - Present
Citi 2000 - 2013
Radcom Equipment Inc 1999 - 2000
NetWise LLC 1997 - 1999
NetWise LLC 1997 - 1999
NetWise LLC 1997 - 1999
Merrill Lynch 1995 - 1997
Banco Portugues do Atlantico 1992 - 1995
Knight Ridder Financial Information 1987 - 1992
Skills
Integration, Security, Unix, Cisco Technologies, TCP/IP, Telecommunications, VoIP, Servers, Software Development, Troubleshooting, CRM, Enterprise Software, Project Management, Strategy, DNS, IP, System Administration, Networking, WAN, Management, Vendor Management, SDLC, Enterprise Architecture, ITIL, IT Strategy, Business Continuity, Data Center, IT Management, Solaris, Disaster Recovery, Infrastructure, Databases, LDAP, Testing, IT Operations, IT Service Management, Business Continuity..., PMO, Information Security
Education
Stevens Institute of Technology
Master of Science (MS)
City University of New York
Bachelor of Science (BS)
Alexandra Nason's Merrill Lynch Experience December 2011 - June 2013
Job Design Coordinator at Gensler
Industry Marketing and Advertising
Experience
Gensler March 2014 - Present
A.Lea Fine Art and Design June 2010 - Present
Blazonco September 2013 - March 2014
Heath Art Glass by Gavin Heath June 2013 - December 2013
Qello, LLC July 2013 - September 2013
Friendgiftr June 2013 - August 2013
Merrill Lynch December 2011 - June 2013
The McRae Agency June 2011 - December 2011
Anthropologie November 2010 - December 2011
Keane Creative October 2011 - October 2011
Skills
Marketing Strategy, Client Services, Adobe Creative Suite, Illustrator, InDesign, Illustration, Graphic Design, Strategic Planning, Customer Service, Problem Solving, Social Media, Spanish, Mentoring, Microsoft Office, Team Building, Team Management, Composition, Marketing Communications, Marketing Research, Writing, Research, Fine Art, Drawing, Tutoring, Photoshop, Critical Thinking, Financial Services, Fundraising, Photography, Sales, Management, Market Research, CRM, Entrepreneurship, Editing, Public Relations, Integrated Marketing, Advertising, Marketing, SEO, Strategy, Online Marketing
Education
Washington University in St. Louis 2006 — 2010
BFA, Communication/Visual Design
Choate Rosemary Hall 2001 — 2008
High School Diploma, Cum Laude, Liberal Arts and Sciences/Liberal Studies
Gensler March 2014 - Present
A.Lea Fine Art and Design June 2010 - Present
Blazonco September 2013 - March 2014
Heath Art Glass by Gavin Heath June 2013 - December 2013
Qello, LLC July 2013 - September 2013
Friendgiftr June 2013 - August 2013
Merrill Lynch December 2011 - June 2013
The McRae Agency June 2011 - December 2011
Anthropologie November 2010 - December 2011
Keane Creative October 2011 - October 2011
Skills
Marketing Strategy, Client Services, Adobe Creative Suite, Illustrator, InDesign, Illustration, Graphic Design, Strategic Planning, Customer Service, Problem Solving, Social Media, Spanish, Mentoring, Microsoft Office, Team Building, Team Management, Composition, Marketing Communications, Marketing Research, Writing, Research, Fine Art, Drawing, Tutoring, Photoshop, Critical Thinking, Financial Services, Fundraising, Photography, Sales, Management, Market Research, CRM, Entrepreneurship, Editing, Public Relations, Integrated Marketing, Advertising, Marketing, SEO, Strategy, Online Marketing
Education
Washington University in St. Louis 2006 — 2010
BFA, Communication/Visual Design
Choate Rosemary Hall 2001 — 2008
High School Diploma, Cum Laude, Liberal Arts and Sciences/Liberal Studies
Tyler Konney Tyler Konney's Merrill Lynch Experience June 2007 - August 2007
Job President at Taylor & Dodge LLC
Industry Motion Pictures and Film
Experience
Taylor & Dodge LLC May 2013 - Present
Taylor & Dodge LLC August 2008 - May 2013
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Film Distribution, Digital Distribution, Film Finance, Feature Films, Short Films, Independent Film, Film Festivals, New Media, Legal Documents, Content Distribution..., Marketing Strategy, Producing, Television, Film, Film Production, Post Production, Video Production, Entertainment
Education
University of Southern California 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Choate Rosemary Hall 2002 — 2005
Diploma, N/A
The Dalton School 2000 — 2002
Taylor & Dodge LLC May 2013 - Present
Taylor & Dodge LLC August 2008 - May 2013
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Film Distribution, Digital Distribution, Film Finance, Feature Films, Short Films, Independent Film, Film Festivals, New Media, Legal Documents, Content Distribution..., Marketing Strategy, Producing, Television, Film, Film Production, Post Production, Video Production, Entertainment
Education
University of Southern California 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Choate Rosemary Hall 2002 — 2005
Diploma, N/A
The Dalton School 2000 — 2002
Olga Doktorovich Olga Doktorovich's Merrill Lynch Experience September 2012 - January 2013
Job Accountant at Mergermarket
Industry Financial Services
Experience
Mergermarket February 2014 - Present
Tax Pros USA LTD March 2011 - October 2013
Merrill Lynch September 2012 - January 2013
Eleven Jewelry Store May 2011 - March 2012
“Tri Kota” Department Store April 2005 - June 2006
Skills
Microsoft Excel, Microsoft Office, Access, General Ledger, QuickBooks, Tax Preparation, Finance, PowerPoint, Account Reconciliation, Sales Tax, Mac OS, Russian, Outlook, Windows, Farsi, Invoicing, Financial Analysis, Recruiting, Payroll, Accounting, Accounts Payable, Bookkeeping, Billing Process, Risk Management, Journal Entries, Analysis, Financial Reporting, Corporate Finance, Asset Management, Data Analysis, Financial Accounting, Strategic Financial..., Financial Modeling, MS Word, MS Power Point, MS outlook, MS Access, Oracle
Education
City University of New York 2013 — 2016
Master of Business Administration (MBA)
City University of New York 2010 — 2012
Bachelor of Science (B.S.), International Business
AstrakhanStateUniversity 2003 — 2007
Completed four years of study, Linguistics
Mergermarket February 2014 - Present
Tax Pros USA LTD March 2011 - October 2013
Merrill Lynch September 2012 - January 2013
Eleven Jewelry Store May 2011 - March 2012
“Tri Kota” Department Store April 2005 - June 2006
Skills
Microsoft Excel, Microsoft Office, Access, General Ledger, QuickBooks, Tax Preparation, Finance, PowerPoint, Account Reconciliation, Sales Tax, Mac OS, Russian, Outlook, Windows, Farsi, Invoicing, Financial Analysis, Recruiting, Payroll, Accounting, Accounts Payable, Bookkeeping, Billing Process, Risk Management, Journal Entries, Analysis, Financial Reporting, Corporate Finance, Asset Management, Data Analysis, Financial Accounting, Strategic Financial..., Financial Modeling, MS Word, MS Power Point, MS outlook, MS Access, Oracle
Education
City University of New York 2013 — 2016
Master of Business Administration (MBA)
City University of New York 2010 — 2012
Bachelor of Science (B.S.), International Business
AstrakhanStateUniversity 2003 — 2007
Completed four years of study, Linguistics
Hamza Guennoun's Merrill Lynch Experience June 2011 - August 2011
Job BAML Global Equities
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2014 - January 2015
Bank of America Merrill Lynch August 2012 - July 2014
Merrill Lynch June 2011 - August 2011
The Henley Group Ltd October 2010 - December 2010
BMCE Capital May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, French, Spanish, Arabic, English, Trading, Equity Trading, Financial Modeling, Accounting, Equity Valuation, Options, Derivatives, Fixed Income Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics - Magna Cum Laude
The American School of Tangier 2000 — 2008
City University of Hong Kong
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2014 - January 2015
Bank of America Merrill Lynch August 2012 - July 2014
Merrill Lynch June 2011 - August 2011
The Henley Group Ltd October 2010 - December 2010
BMCE Capital May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, French, Spanish, Arabic, English, Trading, Equity Trading, Financial Modeling, Accounting, Equity Valuation, Options, Derivatives, Fixed Income Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics - Magna Cum Laude
The American School of Tangier 2000 — 2008
City University of Hong Kong
Antonio Cingolani's Merrill Lynch Experience July 1996 - July 1998
Job Senior Practice Consultant Infrastructure Solutions at EMC
Industry Information Technology and Services
Experience
EMC February 2011 - Present
Bank of America June 2010 - February 2011
Deutsche Bank November 2009 - June 2010
Thomson Reuters June 2009 - November 2009
Goldman Sachs July 2004 - January 2009
Goldman Sachs July 1998 - July 2004
Merrill Lynch July 1996 - July 1998
Education
City University of New York 1983 — 1986
BS, Computer and Information Science
EMC February 2011 - Present
Bank of America June 2010 - February 2011
Deutsche Bank November 2009 - June 2010
Thomson Reuters June 2009 - November 2009
Goldman Sachs July 2004 - January 2009
Goldman Sachs July 1998 - July 2004
Merrill Lynch July 1996 - July 1998
Education
City University of New York 1983 — 1986
BS, Computer and Information Science
Frank Mentone's Merrill Lynch Experience June 2013 - August 2013
Job Asset Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Morgan Stanley June 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2012 - December 2012
IBM July 2011 - January 2012
Skills
Microsoft Excel, Finance, Bloomberg Terminal, Management, Investments, Financial Analysis, Financial Planning, Financial Modeling, Microsoft Office, Private Equity, Customer Service, Wealth Management, Leadership, Accounting, Equities
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Finance
Choate Rosemary Hall 2008 — 2009
J.P. Morgan June 2015 - Present
Morgan Stanley June 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2012 - December 2012
IBM July 2011 - January 2012
Skills
Microsoft Excel, Finance, Bloomberg Terminal, Management, Investments, Financial Analysis, Financial Planning, Financial Modeling, Microsoft Office, Private Equity, Customer Service, Wealth Management, Leadership, Accounting, Equities
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Finance
Choate Rosemary Hall 2008 — 2009
Steven Carey Steven Carey's Merrill Lynch Experience 1995 - 1998
Job Managing Director, Head of Planning and Portfolio Management for ICG Technology at Citigroup
Industry Financial Services
Experience
Citigroup August 2010 - Present
ING 2007 - 2010
Lehman Brothers 2006 - 2007
Lehman Brothers 2005 - 2006
Lehman Brothers 2002 - 2005
Lehman Brothers 1998 - 2002
Merrill Lynch 1995 - 1998
Bank of Boston 1990 - 1993
Education
The University of Chicago 1993 — 1994
MBA, Finance, Accounting, Economics
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Marketing
Choate Rosemary Hall 1982 — 1986
Citigroup August 2010 - Present
ING 2007 - 2010
Lehman Brothers 2006 - 2007
Lehman Brothers 2005 - 2006
Lehman Brothers 2002 - 2005
Lehman Brothers 1998 - 2002
Merrill Lynch 1995 - 1998
Bank of Boston 1990 - 1993
Education
The University of Chicago 1993 — 1994
MBA, Finance, Accounting, Economics
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Marketing
Choate Rosemary Hall 1982 — 1986
Altaf Rahamatulla Altaf Rahamatulla's Merrill Lynch Experience October 1985 - February 2009
Job Strength and Conditioning Coach
Industry Health, Wellness and Fitness
Experience
FourthWind Fitness October 2011 - Present
Tenth Round / Rock Hard Fitness November 2010 - October 2011
Merrill Lynch October 1985 - February 2009
Skills
Strength Training, Conditioning Training, Fitness, Health, Boxing, Battling Ropes, Indian Clubs, Sandbags, TRX Suspension Training, Martial Arts, Philosophy, Flexband, Training For Warrior, Youth Fitness, Training, Operant Conditioning, Fitness Training, Wellness, Strength & Conditioning, Nutrition, Rehabilitation, Kettlebells, Athletic Training, Sports, Athletics, Yoga, Personal Training, Core Strength, Kickboxing, Stretching, Coaching, Wellness Coaching, Weight Management, Management, Football, Lifestyle, Lifestyle Coaching, Functional Training, Life Coaching, Small Business, Nutritional Counseling, Personal Development, Weight Training, Endurance, Motivational Speaking, Entrepreneurship, Sports Nutrition, Circuit Training, Cardio, Sports Management
Education
Penn Foster College 2009 — 2009
Certification, Personal Trainer
American Institute of Holistic Theology 2002 — 2008
Ph.D, Metaphysics
New York University 1988 — 1990
Certification, Computer Application
City University of New York City College 1980 — 1983
Bachelor, Computer Science
FourthWind Fitness October 2011 - Present
Tenth Round / Rock Hard Fitness November 2010 - October 2011
Merrill Lynch October 1985 - February 2009
Skills
Strength Training, Conditioning Training, Fitness, Health, Boxing, Battling Ropes, Indian Clubs, Sandbags, TRX Suspension Training, Martial Arts, Philosophy, Flexband, Training For Warrior, Youth Fitness, Training, Operant Conditioning, Fitness Training, Wellness, Strength & Conditioning, Nutrition, Rehabilitation, Kettlebells, Athletic Training, Sports, Athletics, Yoga, Personal Training, Core Strength, Kickboxing, Stretching, Coaching, Wellness Coaching, Weight Management, Management, Football, Lifestyle, Lifestyle Coaching, Functional Training, Life Coaching, Small Business, Nutritional Counseling, Personal Development, Weight Training, Endurance, Motivational Speaking, Entrepreneurship, Sports Nutrition, Circuit Training, Cardio, Sports Management
Education
Penn Foster College 2009 — 2009
Certification, Personal Trainer
American Institute of Holistic Theology 2002 — 2008
Ph.D, Metaphysics
New York University 1988 — 1990
Certification, Computer Application
City University of New York City College 1980 — 1983
Bachelor, Computer Science
Carole Cooney Carole Cooney's Merrill Lynch Experience July 2005 - March 2006
Job Sr. Project Manager at Verizon
Industry Information Technology and Services
Experience
Verizon April 2009 - Present
Alcatel-Lucent January 2009 - Present
Verizon Wireless 2009 - Present
Hewlette Packard 2009 - 2012
Verizon May 2008 - October 2008
Deutsche Bank May 2008 - September 2008
AIG May 2007 - August 2007
Merrill Lynch July 2005 - March 2006
Pfizer December 2004 - June 2005
CIBC World Markets October 2001 - November 2004
Skills
Telecommunications, Data Center, VoIP, Call Center
Education
City University of New York City College 1978 — 1982
BA, Business Administration
Verizon April 2009 - Present
Alcatel-Lucent January 2009 - Present
Verizon Wireless 2009 - Present
Hewlette Packard 2009 - 2012
Verizon May 2008 - October 2008
Deutsche Bank May 2008 - September 2008
AIG May 2007 - August 2007
Merrill Lynch July 2005 - March 2006
Pfizer December 2004 - June 2005
CIBC World Markets October 2001 - November 2004
Skills
Telecommunications, Data Center, VoIP, Call Center
Education
City University of New York City College 1978 — 1982
BA, Business Administration
Eric Norberg's Merrill Lynch Experience June 2005 - September 2007
Job Senior Vice President, IT Service Management and Business Operations
Industry Financial Services
Experience
Citi March 2014 - Present
Deutsche Bank November 2010 - March 2014
JP Morgan Chase 2009 - May 2010
TD Ameritrade April 2008 - March 2009
Merrill Lynch June 2005 - September 2007
Barclays Capital 2004 - 2006
Goldman Sachs January 2002 - December 2003
J H Whitney 2000 - 2001
HSBC Securities 1998 - 2000
Productivity Point International January 1997 - January 1999
Skills
ITIL, Program Management, Data Center, Outsourcing, Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Business Analysis, SDLC, Business Continuity, Financial Services, IT Management, IT Service Management, IT Operations, Service Delivery, Infrastructure, Change Management, Governance, Process Improvement, Offshoring, Relationship Management, Release Management, Incident Management, Team Leadership, IT Audit, Virtualization, Information Technology, Security, Business Transformation, Service Management, Strategy, Management, Business Process, Project Management, Project Delivery, Project Portfolio..., PMO
Education
Pace University 2001 — 2003
MS, Information Systems
Nanjing University 1994 — 1995
Chinese
City University of New York 1990 — 1994
BA, International Business
NanZenKai Tokyo Karate
Citi March 2014 - Present
Deutsche Bank November 2010 - March 2014
JP Morgan Chase 2009 - May 2010
TD Ameritrade April 2008 - March 2009
Merrill Lynch June 2005 - September 2007
Barclays Capital 2004 - 2006
Goldman Sachs January 2002 - December 2003
J H Whitney 2000 - 2001
HSBC Securities 1998 - 2000
Productivity Point International January 1997 - January 1999
Skills
ITIL, Program Management, Data Center, Outsourcing, Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Business Analysis, SDLC, Business Continuity, Financial Services, IT Management, IT Service Management, IT Operations, Service Delivery, Infrastructure, Change Management, Governance, Process Improvement, Offshoring, Relationship Management, Release Management, Incident Management, Team Leadership, IT Audit, Virtualization, Information Technology, Security, Business Transformation, Service Management, Strategy, Management, Business Process, Project Management, Project Delivery, Project Portfolio..., PMO
Education
Pace University 2001 — 2003
MS, Information Systems
Nanjing University 1994 — 1995
Chinese
City University of New York 1990 — 1994
BA, International Business
NanZenKai Tokyo Karate
Alberto De Pablo's Merrill Lynch Experience January 2014 - September 2014
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
Matthew McGann Matthew McGann's Merrill Lynch Experience September 2010 - November 2010
Job Equipment Modeling and Data Analysis at Newfield IT
Industry Management Consulting
Experience
NewField IT June 2012 - Present
SUNY Geneseo July 2010 - May 2012
Citi June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
SUNY Geneseo May 2010 - July 2010
Albany Law School May 2009 - July 2009
Skills
Economic Modeling, Presenter, Economic Research, Research, Qualitative Research, Team Leadership, Organizational Structure, Team Building, Teamwork, Time Management, Public Speaking, Leadership, PowerPoint, Process Improvement, Data Analysis
Education
New England School of Law 2014 — 2018
Juris Doctor (J.D.), 2nd Year Evening Division
SUNY Geneseo 2008 — 2012
BA, Economics, Cum Laude
City University (GB) 2010 — 2011
NewField IT June 2012 - Present
SUNY Geneseo July 2010 - May 2012
Citi June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
SUNY Geneseo May 2010 - July 2010
Albany Law School May 2009 - July 2009
Skills
Economic Modeling, Presenter, Economic Research, Research, Qualitative Research, Team Leadership, Organizational Structure, Team Building, Teamwork, Time Management, Public Speaking, Leadership, PowerPoint, Process Improvement, Data Analysis
Education
New England School of Law 2014 — 2018
Juris Doctor (J.D.), 2nd Year Evening Division
SUNY Geneseo 2008 — 2012
BA, Economics, Cum Laude
City University (GB) 2010 — 2011
Mohsin Jamil Mohsin Jamil's Merrill Lynch Experience January 2010 - March 2011
Job Relationship KYC Analyst at Citi
Industry Investment Management
Experience
Citi June 2015 - Present
Bank of America March 2011 - June 2015
Merrill Lynch January 2010 - March 2011
Merrill Lynch January 2008 - December 2009
Astoria Bank February 2007 - October 2007
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Financial Services, Mutual Funds, Business Development, Management, CRM, Banking, Finance, Project Management, Investment Banking, Due Diligence, Trading, Equities
Education
City University of New York 2003 — 2007
B.S, Finance
Queens College
Master of Science (M.S.), Risk Management in Finance
Citi June 2015 - Present
Bank of America March 2011 - June 2015
Merrill Lynch January 2010 - March 2011
Merrill Lynch January 2008 - December 2009
Astoria Bank February 2007 - October 2007
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Financial Services, Mutual Funds, Business Development, Management, CRM, Banking, Finance, Project Management, Investment Banking, Due Diligence, Trading, Equities
Education
City University of New York 2003 — 2007
B.S, Finance
Queens College
Master of Science (M.S.), Risk Management in Finance
Anastasia Adams Anastasia Adams's Merrill Lynch Experience January 1999 - March 2003
Job Executive Assistant
Industry Banking
Experience
Connect Search, LLC March 2015 - Present
ABC Bank November 2007 - March 2015
CMECU April 2003 - November 2007
Merrill Lynch January 1999 - March 2003
Skills
Microsoft Office, Payroll, Microsoft Word, Microsoft Excel, PowerPoint, Access, Accounts Payable, Administrative..., Credit, Software Documentation, Process Improvement, Financial Analysis
Education
City Colleges of Chicago-Harry S Truman College 2005 — 2007
none, Business Administration and Management, General
Jones High School 1994 — 1996
Finance, Finance, General
Connect Search, LLC March 2015 - Present
ABC Bank November 2007 - March 2015
CMECU April 2003 - November 2007
Merrill Lynch January 1999 - March 2003
Skills
Microsoft Office, Payroll, Microsoft Word, Microsoft Excel, PowerPoint, Access, Accounts Payable, Administrative..., Credit, Software Documentation, Process Improvement, Financial Analysis
Education
City Colleges of Chicago-Harry S Truman College 2005 — 2007
none, Business Administration and Management, General
Jones High School 1994 — 1996
Finance, Finance, General
Dustin Hennessy Dustin Hennessy's Merrill Lynch Experience March 2011 - August 2011
Job Mobile Developer
Industry Computer Software
Experience
Barber Martin Agency November 2014 - May 2015
Tier10 Marketing May 2014 - November 2014
Madison+Main June 2013 - December 2013
The Greater Washington Sports Alliance May 2012 - September 2012
Merrill Lynch March 2011 - August 2011
State Farm Insurance June 2008 - September 2010
Aiken & Company P.C. March 2009 - June 2009
Skills
Public Speaking, Social Media, Excel, Microsoft Office, Word, PowerPoint, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Account Management, SEM, Advertising, Online Advertising, Copywriting, SEO copywriting, Digital Media, Facebook, Integrated Marketing, Social Media Marketing, Leadership
Education
The Iron Yard 2015 — 2015
Mobile Engineering
Christopher Newport University 2010 — 2013
Bachelor of Business Administration (BBA), Management
Salisbury University 2008 — 2009
Battlefield high school
Barber Martin Agency November 2014 - May 2015
Tier10 Marketing May 2014 - November 2014
Madison+Main June 2013 - December 2013
The Greater Washington Sports Alliance May 2012 - September 2012
Merrill Lynch March 2011 - August 2011
State Farm Insurance June 2008 - September 2010
Aiken & Company P.C. March 2009 - June 2009
Skills
Public Speaking, Social Media, Excel, Microsoft Office, Word, PowerPoint, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Account Management, SEM, Advertising, Online Advertising, Copywriting, SEO copywriting, Digital Media, Facebook, Integrated Marketing, Social Media Marketing, Leadership
Education
The Iron Yard 2015 — 2015
Mobile Engineering
Christopher Newport University 2010 — 2013
Bachelor of Business Administration (BBA), Management
Salisbury University 2008 — 2009
Battlefield high school
Chiquita M. Carter Chiquita M. Carter's Merrill Lynch Experience June 1991 - September 1997
Job Consulting Director at Acuative
Industry Information Technology and Services
Experience
Acuative March 2014 - Present
Morgan Stanley 2010 - 2014
ThruPoint September 1997 - January 2011
Merrill Lynch June 1991 - September 1997
Lehman Brothers April 1988 - June 1991
Skills
Integration, Software Development, Telecommunications, Vendor Management, IT Strategy, Agile Methodologies, Data Center, IT Management, Java
Education
American Management Association
Information Technology Project Management
City University of New York 1985 — 1987
A.A.S, Computer Operations: Computer Network Administration
Acuative March 2014 - Present
Morgan Stanley 2010 - 2014
ThruPoint September 1997 - January 2011
Merrill Lynch June 1991 - September 1997
Lehman Brothers April 1988 - June 1991
Skills
Integration, Software Development, Telecommunications, Vendor Management, IT Strategy, Agile Methodologies, Data Center, IT Management, Java
Education
American Management Association
Information Technology Project Management
City University of New York 1985 — 1987
A.A.S, Computer Operations: Computer Network Administration
Kathleen Le Mons, AAMS® Kathleen Le Mons, AAMS®'s Merrill Lynch Experience 1985 - December 1988
Job Financial Advisor l Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1988 - Present
Wachovia Securities, LLC February 2005 - July 2007
Merrill Lynch 1985 - December 1988
Skills
Wealth Management, Retirement Planning, Investments, Wealth Management..., Public Speaking, Investment Management, Finance, Financial Services, Charitable Trusts, Estate Planning, Portfolio Management, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Securities, 401k, Fixed Annuities, Alternative Investments, Living Trusts, Wealth Transfer, Wealth Preservation, Investment Strategies..., Estate Planning...
Education
University of Pennsylvania - The Wharton School 2005 — 2007
CRCP, FINRA Institute
The College of William and Mary - The Mason School of Business 1995 — 1998
MBA, Concentration in Finance
Christopher Newport University
BSBA magna cum laude, Business Administration and Management, General
Wells Fargo Advisors December 1988 - Present
Wachovia Securities, LLC February 2005 - July 2007
Merrill Lynch 1985 - December 1988
Skills
Wealth Management, Retirement Planning, Investments, Wealth Management..., Public Speaking, Investment Management, Finance, Financial Services, Charitable Trusts, Estate Planning, Portfolio Management, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Securities, 401k, Fixed Annuities, Alternative Investments, Living Trusts, Wealth Transfer, Wealth Preservation, Investment Strategies..., Estate Planning...
Education
University of Pennsylvania - The Wharton School 2005 — 2007
CRCP, FINRA Institute
The College of William and Mary - The Mason School of Business 1995 — 1998
MBA, Concentration in Finance
Christopher Newport University
BSBA magna cum laude, Business Administration and Management, General
Richard Correra Richard Correra's Merrill Lynch Experience July 2008 - May 2012
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2012 - Present
Merrill Lynch July 2008 - May 2012
Smith Barney Citigroup July 1991 - July 2008
Education
City University of New York
Bachelor's degree, Business Administration and Management, General
St. John's University
UBS Financial Services, Inc. May 2012 - Present
Merrill Lynch July 2008 - May 2012
Smith Barney Citigroup July 1991 - July 2008
Education
City University of New York
Bachelor's degree, Business Administration and Management, General
St. John's University
Andrew Frank Andrew Frank's Merrill Lynch Experience 1991 - 1992
Job Executive Vice President at Shelter Rock Management, LLC
Industry Investment Management
Experience
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Vickie Schaaf's Merrill Lynch Experience February 2012 - November 2012
Job Team Administrator The Anning Group at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 2014 - Present
UBS November 2012 - March 2014
Merrill Lynch February 2012 - November 2012
Morgan Keegan November 2010 - January 2012
UBS April 2008 - October 2009
UBS August 1999 - October 2009
UBS April 1997 - August 1999
Friendship State Bank October 1989 - July 1996
PNC Bank July 1980 - October 1989
Education
American Institute of Banking 1980 — 1987
Finance
Mount St. Joseph University 1981 — 1984
n/a, Economics, Finance, Accounting
Cincinnati State Technical and Community College 1982 — 1982
n/a, Computer Programming
Western Hills High School 1973 — 1976
Diploma
UBS April 2014 - Present
UBS November 2012 - March 2014
Merrill Lynch February 2012 - November 2012
Morgan Keegan November 2010 - January 2012
UBS April 2008 - October 2009
UBS August 1999 - October 2009
UBS April 1997 - August 1999
Friendship State Bank October 1989 - July 1996
PNC Bank July 1980 - October 1989
Education
American Institute of Banking 1980 — 1987
Finance
Mount St. Joseph University 1981 — 1984
n/a, Economics, Finance, Accounting
Cincinnati State Technical and Community College 1982 — 1982
n/a, Computer Programming
Western Hills High School 1973 — 1976
Diploma
Bryce Prenovost's Merrill Lynch Experience September 2014 - December 2014
Job ePayments Consulting Intern at Glenbrook Partners
Industry International Trade and Development
Experience
Glenbrook Partners July 2015 - Present
Maurice J Bushells Chartered Accountants February 2015 - April 2015
Merrill Lynch September 2014 - December 2014
DHR International June 2014 - August 2014
DHR International January 2014 - May 2014
ViviendasLeón September 2013 - January 2014
RuffaloCODY August 2013 - January 2014
Skills
Facebook, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, English, Teamwork, Research, Cross-cultural Teams, Leadership, Time Management, Priority Management, Public Speaking, Professional Services, Motivation, Marketing
Education
University of San Francisco 2012 — 2016
International Business, Asian-American Studies
Bellarmine Preparatory School 2008 — 2012
City College of San Francisco
City College of San Francisco
Glenbrook Partners July 2015 - Present
Maurice J Bushells Chartered Accountants February 2015 - April 2015
Merrill Lynch September 2014 - December 2014
DHR International June 2014 - August 2014
DHR International January 2014 - May 2014
ViviendasLeón September 2013 - January 2014
RuffaloCODY August 2013 - January 2014
Skills
Facebook, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, English, Teamwork, Research, Cross-cultural Teams, Leadership, Time Management, Priority Management, Public Speaking, Professional Services, Motivation, Marketing
Education
University of San Francisco 2012 — 2016
International Business, Asian-American Studies
Bellarmine Preparatory School 2008 — 2012
City College of San Francisco
City College of San Francisco
Terri Alford's Merrill Lynch Experience January 2012 - May 2012
Job Educator at Dallas Independent School District
Industry Education Management
Experience
Independent Business Owner/Partner 2015 - Present
Dallas Independent School District August 2014 - Present
Regions Financial Corporation February 2013 - May 2014
The Men's Wearhouse, Inc February 2010 - March 2013
Reaves Law Firm November 2012 - February 2013
Merrill Lynch January 2012 - May 2012
Christian Brothers University August 2011 - April 2012
Skills
Training, Sales, Management, Customer Service, Process Improvement, Marketing, Team Leadership, Ethical Decision Making, Problem Solving, Budget Setting, Project Management, Office Administration, Bank Secrecy Act, Creative Writing, Internet Banking, Troubleshooting, Strategic Planning, Telecommunications, Confidentiality, Community Theatre, Musical Theatre, Dispute Resolution, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Multi-line Phone, Multi Tasking, SOX Compliancy, Fraud Claims, Fraud Detection, Cross Selling
Education
Christian Brothers University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.51
Southern Methodist University
Southern Methodist University
Southern Methodist University
Southern Methodist University
Southern Methodist University
Sunday School
Independent Business Owner/Partner 2015 - Present
Dallas Independent School District August 2014 - Present
Regions Financial Corporation February 2013 - May 2014
The Men's Wearhouse, Inc February 2010 - March 2013
Reaves Law Firm November 2012 - February 2013
Merrill Lynch January 2012 - May 2012
Christian Brothers University August 2011 - April 2012
Skills
Training, Sales, Management, Customer Service, Process Improvement, Marketing, Team Leadership, Ethical Decision Making, Problem Solving, Budget Setting, Project Management, Office Administration, Bank Secrecy Act, Creative Writing, Internet Banking, Troubleshooting, Strategic Planning, Telecommunications, Confidentiality, Community Theatre, Musical Theatre, Dispute Resolution, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Multi-line Phone, Multi Tasking, SOX Compliancy, Fraud Claims, Fraud Detection, Cross Selling
Education
Christian Brothers University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.51
Southern Methodist University
Southern Methodist University
Southern Methodist University
Southern Methodist University
Southern Methodist University
Sunday School
Kara Tan Bhala, Ph.D. Kara Tan Bhala, Ph.D.'s Merrill Lynch Experience 1992 - 2002
Job President and Founder, Seven Pillars Institute for Global Finance and Ethics
Industry Financial Services
Experience
Seven Pillars Institute for Global Finance and Ethics June 2010 - Present
Queen Mary University of London January 2015 - Present
Integtree: Ethics, Compliance & Sustainability Consulting 2014 - Present
Seven Pillars Consulting 2001 - Present
University of Kansas September 2006 - February 2014
Merrill Lynch 1992 - 2002
Fiduciary Trust Company 1990 - 1992
James Capel, Inc 1988 - 1990
James Capel (Far East) Ltd. 1986 - 1988
Skills
Equities, Financial Modeling, Hedge Funds, Research, Portfolio Management, Financial Analysis, Public Speaking, Teaching, Writing, Policy, Economics, Valuation, Investment Strategies, Investments, Analysis, Management, Microsoft Excel, Entrepreneurship, Asset Management, Bloomberg, Excel, Word, PowerPoint, Business Strategy, Ability in the Abstract, Microsoft Word, Marketing, Nonprofits, Statistics, Finance, Mutual Funds, Community Outreach, Coaching, Thought Leadership
Education
Oxford University 1984 — 1986
M.Phil., Management Studies
The University of Kansas 2003 — 2009
Ph.D., Philosophy
University of Kansas 2003 — 2007
MA, Philosophy
New York University 1994 — 1998
MA, Liberal Studies
City University London 1979 — 1981
B.Sc., Systems and Management
Seven Pillars Institute for Global Finance and Ethics June 2010 - Present
Queen Mary University of London January 2015 - Present
Integtree: Ethics, Compliance & Sustainability Consulting 2014 - Present
Seven Pillars Consulting 2001 - Present
University of Kansas September 2006 - February 2014
Merrill Lynch 1992 - 2002
Fiduciary Trust Company 1990 - 1992
James Capel, Inc 1988 - 1990
James Capel (Far East) Ltd. 1986 - 1988
Skills
Equities, Financial Modeling, Hedge Funds, Research, Portfolio Management, Financial Analysis, Public Speaking, Teaching, Writing, Policy, Economics, Valuation, Investment Strategies, Investments, Analysis, Management, Microsoft Excel, Entrepreneurship, Asset Management, Bloomberg, Excel, Word, PowerPoint, Business Strategy, Ability in the Abstract, Microsoft Word, Marketing, Nonprofits, Statistics, Finance, Mutual Funds, Community Outreach, Coaching, Thought Leadership
Education
Oxford University 1984 — 1986
M.Phil., Management Studies
The University of Kansas 2003 — 2009
Ph.D., Philosophy
University of Kansas 2003 — 2007
MA, Philosophy
New York University 1994 — 1998
MA, Liberal Studies
City University London 1979 — 1981
B.Sc., Systems and Management
Tino Wendisch's Merrill Lynch Experience 2007 - 2008
Job Executive Director at LEONTEQ SECURITIES (MONACO) SAM
Industry Banking
Experience
LEONTEQ SECURITIES (MONACO) SAM February 2012 - Present
EFG Financial Products June 2008 - March 2012
Merrill Lynch 2007 - 2008
Citigroup 2004 - 2007
Commerzbank AG September 1999 - August 2001
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, VBA, Quantitative Finance, Options, Credit Derivatives, Hedge Funds, Equities, FX Options, Trading Systems, Financial Markets, Investment Banking, Bloomberg, Capital Markets, Interest Rate..., Market Risk, Volatility, Swaps, Commodity, Trading, Electronic Trading, Exotic Derivatives, Financial Engineering
Education
University of Oxford 2004 — 2005
MSc, Applied and Computational Mathematics
City University London 2001 — 2004
BSc, Mathematical Science
LEONTEQ SECURITIES (MONACO) SAM February 2012 - Present
EFG Financial Products June 2008 - March 2012
Merrill Lynch 2007 - 2008
Citigroup 2004 - 2007
Commerzbank AG September 1999 - August 2001
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, VBA, Quantitative Finance, Options, Credit Derivatives, Hedge Funds, Equities, FX Options, Trading Systems, Financial Markets, Investment Banking, Bloomberg, Capital Markets, Interest Rate..., Market Risk, Volatility, Swaps, Commodity, Trading, Electronic Trading, Exotic Derivatives, Financial Engineering
Education
University of Oxford 2004 — 2005
MSc, Applied and Computational Mathematics
City University London 2001 — 2004
BSc, Mathematical Science
Anna Walters Anna Walters's Merrill Lynch Experience January 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Pitaya November 2013 - August 2014
CorePower Yoga September 2013 - August 2014
Merril Hair Designers June 2013 - August 2013
Midwest Management Promotions, Inc. June 2013 - August 2013
Productivity Inc June 2011 - August 2012
HD Landscape June 2010 - August 2011
Skills
Customer Service, Data Entry, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Social Media, English, Research, Budgets, Office Organizing, Receptionist Duties, Inventory Accuracy, Sales, Windows, Teaching, Photoshop, Teamwork, Inventory Management, Time Management, Expediting, Networking, Thrive in A Fast-paced..., Notary Public
Education
University of Colorado at Boulder 2013 — 2014
Bachelor's, Economics
City University London 2013 — 2013
Bachelor's degree, Economics
Wayzata High School 2006 — 2010
Benilde St. Margarets Junior High School 2004 — 2006
Holy Name of Jesus Elementary School 1997 — 2003
Merrill Lynch January 2015 - Present
Pitaya November 2013 - August 2014
CorePower Yoga September 2013 - August 2014
Merril Hair Designers June 2013 - August 2013
Midwest Management Promotions, Inc. June 2013 - August 2013
Productivity Inc June 2011 - August 2012
HD Landscape June 2010 - August 2011
Skills
Customer Service, Data Entry, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Social Media, English, Research, Budgets, Office Organizing, Receptionist Duties, Inventory Accuracy, Sales, Windows, Teaching, Photoshop, Teamwork, Inventory Management, Time Management, Expediting, Networking, Thrive in A Fast-paced..., Notary Public
Education
University of Colorado at Boulder 2013 — 2014
Bachelor's, Economics
City University London 2013 — 2013
Bachelor's degree, Economics
Wayzata High School 2006 — 2010
Benilde St. Margarets Junior High School 2004 — 2006
Holy Name of Jesus Elementary School 1997 — 2003
Chris Hitching Chris Hitching's Merrill Lynch Experience January 1997 - January 1998
Job Investment Due Diligence Specialist
Industry Financial Services
Experience
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Ira Rudowsky Ira Rudowsky's Merrill Lynch Experience September 1991 - August 2001
Job Professor at Brooklyn College
Industry Computer Software
Experience
Brooklyn College August 2001 - Present
Merrill Lynch September 1991 - August 2001
Bankers Trust 1987 - 1991
Hertz 1981 - 1987
Skills
Higher Education, Databases, Software Engineering, Management, Programming, Statistics, Program Management, Data Analysis, C++, Java, Software Development, Strategy, Analysis, Public Speaking, Strategic Planning, Research, Teaching, Microsoft Excel, Microsoft Office, Program Development
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Math
Brooklyn College August 2001 - Present
Merrill Lynch September 1991 - August 2001
Bankers Trust 1987 - 1991
Hertz 1981 - 1987
Skills
Higher Education, Databases, Software Engineering, Management, Programming, Statistics, Program Management, Data Analysis, C++, Java, Software Development, Strategy, Analysis, Public Speaking, Strategic Planning, Research, Teaching, Microsoft Excel, Microsoft Office, Program Development
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Math
Maria Elena Alvarez Maria Elena Alvarez's Merrill Lynch Experience 1980 - 2003
Job RealtorAssociate at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Global Private Client Branch Offices ControllerMerrill LynchMarch 1992 - January 2004
Merrill Lynch 1980 - 2003
Skills
Real Estate, Negotiation, Banking, Residential Homes, Short Sales, Leadership
Education
City University of New York
Finance, Real Estate
Coldwell Banker Global Private Client Branch Offices ControllerMerrill LynchMarch 1992 - January 2004
Merrill Lynch 1980 - 2003
Skills
Real Estate, Negotiation, Banking, Residential Homes, Short Sales, Leadership
Education
City University of New York
Finance, Real Estate
Deanna Cuccia Deanna Cuccia's Merrill Lynch Experience August 2001 - July 2002
Job Skillcapital
Industry Financial Services
Experience
Lenox Advisors October 2011 - October 2014
Givaudan January 2011 - October 2011
LexisNexis June 2009 - July 2010
Alloy Media + Marketing May 2008 - October 2008
SelectLeaders October 2006 - January 2008
UnitedHealth Group June 2003 - October 2006
Merrill Lynch August 2001 - July 2002
Health Products Research May 2000 - July 2001
Skills
Word, Excel, Outlook, PowerPoint, Microsoft Office, Account Management, Customer Service, Insurance, Social Media, Event Planning, Market Research, Event Management, Budgeting, Research, Employee Benefits, Microsoft Word, Microsoft Excel, Sales Operations, Sales Management, Marketing, Management, Leadership, Time Management, Sales, Social Networking, Strategic Planning, Social Media Marketing
Education
City University of New York 2008 — 2016
BA
Raritan Valley Community College 2005 — 2008
Associate of Arts and Sciences (AAS)
Hunterdon Central Regional High School 1994 — 1998
Diploma
Lenox Advisors October 2011 - October 2014
Givaudan January 2011 - October 2011
LexisNexis June 2009 - July 2010
Alloy Media + Marketing May 2008 - October 2008
SelectLeaders October 2006 - January 2008
UnitedHealth Group June 2003 - October 2006
Merrill Lynch August 2001 - July 2002
Health Products Research May 2000 - July 2001
Skills
Word, Excel, Outlook, PowerPoint, Microsoft Office, Account Management, Customer Service, Insurance, Social Media, Event Planning, Market Research, Event Management, Budgeting, Research, Employee Benefits, Microsoft Word, Microsoft Excel, Sales Operations, Sales Management, Marketing, Management, Leadership, Time Management, Sales, Social Networking, Strategic Planning, Social Media Marketing
Education
City University of New York 2008 — 2016
BA
Raritan Valley Community College 2005 — 2008
Associate of Arts and Sciences (AAS)
Hunterdon Central Regional High School 1994 — 1998
Diploma
Carly Freedman's Merrill Lynch Experience September 2011 - December 2011
Job Associate at Schrayer & Associates, Inc.
Industry International Affairs
Experience
Schrayer & Associates, Inc. August 2013 - Present
Dufour and Co LLC January 2013 - October 2013
Taste of DC, LLC June 2012 - October 2012
CTPartners March 2012 - May 2012
Merrill Lynch September 2011 - December 2011
U.S. House of Representatives September 2010 - December 2010
The Office of the Governor of Wisconsin May 2010 - August 2010
Wisconsin Department of Regulation and Licensing May 2010 - August 2010
Skills
Microsoft Office, Social Media, Event Planning, Microsoft Excel, Research, Management, Fundraising, Public Speaking, Project Planning, Analysis, Social Networking, Public Relations
Education
The George Washington University 2009 — 2013
BA in International Affairs
City University of Hong Kong 2012 — 2012
Business, Management, Marketing, and Related Support Services
Schrayer & Associates, Inc. August 2013 - Present
Dufour and Co LLC January 2013 - October 2013
Taste of DC, LLC June 2012 - October 2012
CTPartners March 2012 - May 2012
Merrill Lynch September 2011 - December 2011
U.S. House of Representatives September 2010 - December 2010
The Office of the Governor of Wisconsin May 2010 - August 2010
Wisconsin Department of Regulation and Licensing May 2010 - August 2010
Skills
Microsoft Office, Social Media, Event Planning, Microsoft Excel, Research, Management, Fundraising, Public Speaking, Project Planning, Analysis, Social Networking, Public Relations
Education
The George Washington University 2009 — 2013
BA in International Affairs
City University of Hong Kong 2012 — 2012
Business, Management, Marketing, and Related Support Services
Diane (Lindsay) Bown Diane (Lindsay) Bown's Merrill Lynch Experience July 1985 - October 1987
Job Analyst| Trade Support Specialist| FINRA Series 7 Registered
Industry Financial Services
Experience
Athletico December 2014 - Present
SunGard 1999 - 2014
ABN AMRO Clearing Chicago LLC 1997 - 1999
Jacqueline Ryan & Associates 1995 - 1997
National Discount Brokerage 1994 - 1995
Pacific Brokerage Services 1990 - 1994
Smith Barney 1987 - 1988
Merrill Lynch July 1985 - October 1987
Skills
Trading, Trading Systems, Equities, Series 7, Electronic Trading, Options, Securities, Fixed Income, Equity Trading, Middle Office, Back Office, Financial Services, Market Data, Capital Markets, Trading Strategies, Series 63, Derivatives
Education
City Colleges of Chicago-Richard J Daley College
Associates, Business Administration and Management, General
Lewis University
Business Administration and Management, General
Athletico December 2014 - Present
SunGard 1999 - 2014
ABN AMRO Clearing Chicago LLC 1997 - 1999
Jacqueline Ryan & Associates 1995 - 1997
National Discount Brokerage 1994 - 1995
Pacific Brokerage Services 1990 - 1994
Smith Barney 1987 - 1988
Merrill Lynch July 1985 - October 1987
Skills
Trading, Trading Systems, Equities, Series 7, Electronic Trading, Options, Securities, Fixed Income, Equity Trading, Middle Office, Back Office, Financial Services, Market Data, Capital Markets, Trading Strategies, Series 63, Derivatives
Education
City Colleges of Chicago-Richard J Daley College
Associates, Business Administration and Management, General
Lewis University
Business Administration and Management, General
Ira Rudowsky Ira Rudowsky's Merrill Lynch Experience September 1991 - September 2001
Job professor at Brooklyn College
Industry Higher Education
Experience
Brooklyn College September 2001 - Present
Merrill Lynch September 1991 - September 2001
Bankers Trust September 1987 - September 1991
Hertz September 1981 - September 1987
New York State Comptroller's Office September 1977 - September 1981
Skills
IT Management, Management, Computer Science, Strategy, Finance, Higher Education, University Teaching, Teaching, College Teaching, Lecturing, Theory, Statistics, Student Affairs, Curriculum Development, Curriculum Design
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Mathematics
Brooklyn College September 2001 - Present
Merrill Lynch September 1991 - September 2001
Bankers Trust September 1987 - September 1991
Hertz September 1981 - September 1987
New York State Comptroller's Office September 1977 - September 1981
Skills
IT Management, Management, Computer Science, Strategy, Finance, Higher Education, University Teaching, Teaching, College Teaching, Lecturing, Theory, Statistics, Student Affairs, Curriculum Development, Curriculum Design
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Mathematics
Ira Schneiderman's Merrill Lynch Experience March 2004 - December 2005
Job Currently between situations
Industry Financial Services
Experience
New Edge USA, LLC February 2006 - September 2008
Merrill Lynch March 2004 - December 2005
ABN AMRO Sage January 1999 - March 2004
ABN AMRO Sage October 1987 - January 1999
First Options of Chicago October 1983 - October 1987
Pacific Stock Exchange October 1981 - October 1983
Chauffeur's Transport, Inc. December 1977 - October 1981
Northtown Bus May 1972 - November 1977
Skills
Trading, Microsoft Office, Equities, Options, Derivatives, Network Administration, Securities, Networking, Technical Support, Data Center, Back Office, Financial Markets, Market Data
Education
City College of San Francisco 1985 — 1987
Film/Cinema/Video Studies
Vista College 1980 — 1980
General Accounting, Introduction to Business
Landmark Education 1987 — 1987
The Forum
University of California, Berkeley 1999 — 1999
Data Communications, Introduction to C++ Programing, Introduction to The Network
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New Edge USA, LLC February 2006 - September 2008
Merrill Lynch March 2004 - December 2005
ABN AMRO Sage January 1999 - March 2004
ABN AMRO Sage October 1987 - January 1999
First Options of Chicago October 1983 - October 1987
Pacific Stock Exchange October 1981 - October 1983
Chauffeur's Transport, Inc. December 1977 - October 1981
Northtown Bus May 1972 - November 1977
Skills
Trading, Microsoft Office, Equities, Options, Derivatives, Network Administration, Securities, Networking, Technical Support, Data Center, Back Office, Financial Markets, Market Data
Education
City College of San Francisco 1985 — 1987
Film/Cinema/Video Studies
Vista College 1980 — 1980
General Accounting, Introduction to Business
Landmark Education 1987 — 1987
The Forum
University of California, Berkeley 1999 — 1999
Data Communications, Introduction to C++ Programing, Introduction to The Network
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Drew Surmanek Drew Surmanek's Merrill Lynch Experience January 2013 - May 2013
Job Account Manager at Marketology Inc.
Industry Marketing and Advertising
Experience
Marketology Inc. January 2007 - Present
Merrill Lynch January 2013 - May 2013
Skills
Fixed Income, Financial Analysis, Capital Markets, Portfolio Management, Equities, Mutual Funds, Economics, Asset Allocation, Asset Management, Wealth Management, Finance, Investment Strategies, Microsoft Excel, Financial Advisory, Investments, Financial Modeling, Risk Management, Financial Services, Business Analysis
Education
City University of New York
Bachelor of Science (BS), Economics and Finance
City University of New York
Marketology Inc. January 2007 - Present
Merrill Lynch January 2013 - May 2013
Skills
Fixed Income, Financial Analysis, Capital Markets, Portfolio Management, Equities, Mutual Funds, Economics, Asset Allocation, Asset Management, Wealth Management, Finance, Investment Strategies, Microsoft Excel, Financial Advisory, Investments, Financial Modeling, Risk Management, Financial Services, Business Analysis
Education
City University of New York
Bachelor of Science (BS), Economics and Finance
City University of New York
Stephen Ogbebor's Merrill Lynch Experience May 2007 - December 2009
Job
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation March 2014 - Present
Hewlett-Packard July 2010 - January 2014
Bank of America January 2009 - June 2010
Merrill Lynch May 2007 - December 2009
ThruPoint, Inc March 2007 - May 2007
JPMorgan Chase Bank January 2000 - December 2006
McKinsey & Company 1996 - 2000
CIGNA June 1994 - September 1996
Skills
IT Strategy, VoIP, Disaster Recovery, Business Continuity, Information Technology, Information Security..., Data Center, Vendor Management, Infrastructure, IT Management, Product Management, Enterprise Architecture, IT Service Management, ITIL, IP, PMO, Networking, IT Audit, Information Security, Consulting, RFP, Network Engineering, Cisco Technologies, Risk Management, PMP, Security, Network Security, Network Design, Business Strategy, Solution Architecture, Operational Risk..., IT Risk Management, Managed Services, Service Delivery..., Team Leadership, Product Development, Cost Management, Governance, COBIT, CISA, Business Transformation, Unified Communications, Identity Management, Firewalls, Pre-sales, IT Transformation, CISSP, Internal Audit
Education
New York University - Polytechnic School of Engineering 1998 — 2000
Master of Science (MS), Information Systems Engineering
SUNY Polytechnic Institute 1992 — 1994
Bachelor of Science (B.S.), Telecommunications Engineering
City University of New York 1988 — 1991
Electro-Mechanical Engineering
Mitsubishi UFJ Trust & Banking Corporation March 2014 - Present
Hewlett-Packard July 2010 - January 2014
Bank of America January 2009 - June 2010
Merrill Lynch May 2007 - December 2009
ThruPoint, Inc March 2007 - May 2007
JPMorgan Chase Bank January 2000 - December 2006
McKinsey & Company 1996 - 2000
CIGNA June 1994 - September 1996
Skills
IT Strategy, VoIP, Disaster Recovery, Business Continuity, Information Technology, Information Security..., Data Center, Vendor Management, Infrastructure, IT Management, Product Management, Enterprise Architecture, IT Service Management, ITIL, IP, PMO, Networking, IT Audit, Information Security, Consulting, RFP, Network Engineering, Cisco Technologies, Risk Management, PMP, Security, Network Security, Network Design, Business Strategy, Solution Architecture, Operational Risk..., IT Risk Management, Managed Services, Service Delivery..., Team Leadership, Product Development, Cost Management, Governance, COBIT, CISA, Business Transformation, Unified Communications, Identity Management, Firewalls, Pre-sales, IT Transformation, CISSP, Internal Audit
Education
New York University - Polytechnic School of Engineering 1998 — 2000
Master of Science (MS), Information Systems Engineering
SUNY Polytechnic Institute 1992 — 1994
Bachelor of Science (B.S.), Telecommunications Engineering
City University of New York 1988 — 1991
Electro-Mechanical Engineering
Elisabeth (Liz) Summers's Merrill Lynch Experience March 1999 - March 1999
Job Director at Barclays Capital
Industry Law Practice
Experience
Barclays Capital October 2009 - Present
Sullivan & Cromwell LLP 2003 - October 2009
SNL Financial June 1999 - August 1999
Merrill Lynch March 1999 - March 1999
Skills
Mergers, Joint Ventures, Corporate Law, Restructuring, Litigation, Acquisitions, Private Equity, Due Diligence, Mezzanine, CMBS, Commercial Real Estate, Loans, Real Estate Private..., Divestitures, Real Estate Development, Asset Managment, Mergers & Acquisitions, Valuation, Corporate Finance, Real Estate, Financial Structuring, Commercial Litigation, Structured Finance, Securities, Capital Markets, Legal Writing
Education
University of Virginia School of Law 2000 — 2003
J.D., Law
University of Virginia 1996 — 2000
B.A., Economics and History
Choate Rosemary Hall
Barclays Capital October 2009 - Present
Sullivan & Cromwell LLP 2003 - October 2009
SNL Financial June 1999 - August 1999
Merrill Lynch March 1999 - March 1999
Skills
Mergers, Joint Ventures, Corporate Law, Restructuring, Litigation, Acquisitions, Private Equity, Due Diligence, Mezzanine, CMBS, Commercial Real Estate, Loans, Real Estate Private..., Divestitures, Real Estate Development, Asset Managment, Mergers & Acquisitions, Valuation, Corporate Finance, Real Estate, Financial Structuring, Commercial Litigation, Structured Finance, Securities, Capital Markets, Legal Writing
Education
University of Virginia School of Law 2000 — 2003
J.D., Law
University of Virginia 1996 — 2000
B.A., Economics and History
Choate Rosemary Hall
Marc Held's Merrill Lynch Experience May 2006 - August 2006
Job
Industry Financial Services
Experience
The White House Council of Economic Advisers September 2007 - December 2007
Merrill Lynch May 2006 - August 2006
UBS May 2005 - August 2005
Education
The George Washington University - School of Business 2004 — 2008
BBA
City University London 2006 — 2006
Finance, Economics
The White House Council of Economic Advisers September 2007 - December 2007
Merrill Lynch May 2006 - August 2006
UBS May 2005 - August 2005
Education
The George Washington University - School of Business 2004 — 2008
BBA
City University London 2006 — 2006
Finance, Economics
Vinny Cardaci's Merrill Lynch Experience 1983 - 1989
Job Vice President at Citi
Industry Financial Services
Experience
Citi October 2005 - Present
Goldman Sachs Asset Management April 2005 - October 2005
E*TRADE Financial 2004 - 2005
Deutsche Bank 1998 - 2004
Merrill Lynch 1983 - 1989
Skills
Equities, Banking, Financial Services, Capital Markets, Fixed Income, Portfolio Management, Securities, Asset Management, Hedge Funds, Risk Management, Prime Brokerage, Derivatives, Back Office, Mutual Funds, Investment Banking, Investments
Education
City University of New York 1978 — 1983
Citi October 2005 - Present
Goldman Sachs Asset Management April 2005 - October 2005
E*TRADE Financial 2004 - 2005
Deutsche Bank 1998 - 2004
Merrill Lynch 1983 - 1989
Skills
Equities, Banking, Financial Services, Capital Markets, Fixed Income, Portfolio Management, Securities, Asset Management, Hedge Funds, Risk Management, Prime Brokerage, Derivatives, Back Office, Mutual Funds, Investment Banking, Investments
Education
City University of New York 1978 — 1983
Marissa (Porskievies) Clifford's Merrill Lynch Experience June 2000 - June 2005
Job CEO / Founder Of Paint A Tee
Industry Arts and Crafts
Experience
Paint A Tee September 2012 - Present
The Style Council February 2006 - August 2012
Merrill Lynch June 2000 - June 2005
Skills
Fashion, Apparel, Microsoft Excel, Photoshop, Customer Service, Social Media, Merchandising, Product Development, Illustrator
Education
Villanova University 1998 — 2002
Bachelor of Science (B.S.), Finance & MIS
City University London
Study abroad
Paint A Tee September 2012 - Present
The Style Council February 2006 - August 2012
Merrill Lynch June 2000 - June 2005
Skills
Fashion, Apparel, Microsoft Excel, Photoshop, Customer Service, Social Media, Merchandising, Product Development, Illustrator
Education
Villanova University 1998 — 2002
Bachelor of Science (B.S.), Finance & MIS
City University London
Study abroad
Helena Lellis's Merrill Lynch Experience December 2010 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Skills
Bloomberg Terminal, Equities, Fixed Income, Hedge Funds, Financial Modeling, Alternative Investments, Bloomberg, Valuation, Investments
Education
Columbia University in the City of New York 2007 — 2009
Economics
City University of New York 2006 — 2007
Associate in Arts, Business Administration
Temple University 2001 — 2003
Santo Inacio
Merrill Lynch December 2010 - Present
Skills
Bloomberg Terminal, Equities, Fixed Income, Hedge Funds, Financial Modeling, Alternative Investments, Bloomberg, Valuation, Investments
Education
Columbia University in the City of New York 2007 — 2009
Economics
City University of New York 2006 — 2007
Associate in Arts, Business Administration
Temple University 2001 — 2003
Santo Inacio
William Rhodes's Merrill Lynch Experience 1983 - 1993
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2006 - Present
Southern Smoke, LLC 1998 - Present
Atlanta Brewing Company 2007 - 2011
Lehman Brothers 1996 - 2006
Credit Suisse January 1993 - January 1996
Merrill Lynch 1983 - 1993
Skills
Private Equity, Investments, Venture Capital, Corporate Finance, Mergers, Equities, Portfolio Management, Asset Managment, Alternative Investments, Investment Banking, Hedge Funds, Securities, Valuation, Due Diligence, Financial Modeling, Start-ups, Capital Markets, Entrepreneurship, Financial Analysis, Fixed Income, Financial Structuring, Corporate Development, Emerging Markets
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor's degree, English Language and Literature/Letters
Choate Rosemary Hall 1976 — 1978
High School, Lovelies
Deutsche Bank 2006 - Present
Southern Smoke, LLC 1998 - Present
Atlanta Brewing Company 2007 - 2011
Lehman Brothers 1996 - 2006
Credit Suisse January 1993 - January 1996
Merrill Lynch 1983 - 1993
Skills
Private Equity, Investments, Venture Capital, Corporate Finance, Mergers, Equities, Portfolio Management, Asset Managment, Alternative Investments, Investment Banking, Hedge Funds, Securities, Valuation, Due Diligence, Financial Modeling, Start-ups, Capital Markets, Entrepreneurship, Financial Analysis, Fixed Income, Financial Structuring, Corporate Development, Emerging Markets
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor's degree, English Language and Literature/Letters
Choate Rosemary Hall 1976 — 1978
High School, Lovelies
Bertram Amadi's Merrill Lynch Experience January 2004 - January 2009
Job Head Production Management Services / Electronic Trading at Barclays
Industry Financial Services
Experience
Barclays Bank November 2010 - Present
RBC Capital Markets January 2009 - November 2010
Merrill Lynch January 2004 - January 2009
Morgan Stanley 1995 - 2004
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Low Latency, Derivatives, Fixed Income, Capital Markets, Equity Trading, Equity Derivatives, Exchange Connectivity, Prime Brokerage, Trading, Reference Data, Investment Banking, Hedge Funds, Financial Markets, Trading Strategies, SDLC, Market Risk, IT Strategy, 24 Licenses, Risk Management, Quantitative Analytics, Private Equity, Order Management, Venture Capital, FX Options, Bloomberg, Operations Management, Operational Excellence, Cross-functional Team..., ITIL
Education
City University London 1989 — 1995
BS & MS, Information Technology (computer science)
Barclays Bank November 2010 - Present
RBC Capital Markets January 2009 - November 2010
Merrill Lynch January 2004 - January 2009
Morgan Stanley 1995 - 2004
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Low Latency, Derivatives, Fixed Income, Capital Markets, Equity Trading, Equity Derivatives, Exchange Connectivity, Prime Brokerage, Trading, Reference Data, Investment Banking, Hedge Funds, Financial Markets, Trading Strategies, SDLC, Market Risk, IT Strategy, 24 Licenses, Risk Management, Quantitative Analytics, Private Equity, Order Management, Venture Capital, FX Options, Bloomberg, Operations Management, Operational Excellence, Cross-functional Team..., ITIL
Education
City University London 1989 — 1995
BS & MS, Information Technology (computer science)
Boots Fresnoza's Merrill Lynch Experience 2003 - 2006
Job Lead Operator at Fimat USA
Industry Information Technology and Services
Experience
Fimat USA April 2006 - Present
Merrill Lynch 2003 - 2006
ABN AMRO SAGE 1999 - 2004
Education
City College of San Francisco 1996 — 1998
Fimat USA April 2006 - Present
Merrill Lynch 2003 - 2006
ABN AMRO SAGE 1999 - 2004
Education
City College of San Francisco 1996 — 1998
Carl Umpierre's Merrill Lynch Experience April 2005 - September 2006
Job Umpierre Consulting
Industry Management Consulting
Experience
Umpierre - Consulting September 2008 - Present
Merrill Lynch April 2005 - September 2006
Merrill Lynch September 2001 - April 2005
Merrill Lynch February 1992 - August 2001
Skills
Performance Management, Business Planning, Coaching, Employee Relations, Office Management, Management Consulting, Customer Relations, Business Strategy, Succession Planning, Compliance, Securities, Change Management, Leadership Development, Executive Coaching, Customer Service, Recruiting, Business Development, Management, Executive Management, Small Business, Mergers & Acquisitions, Strategy, Sales Management, Human Resources, Risk Management, Organizational..., Team Building, Organizational..., Leadership, Business Process..., Workshop Facilitation
Education
Winthrop University 2009 — 2010
Business Administration
City University of New York 1963 — 1972
Umpierre - Consulting September 2008 - Present
Merrill Lynch April 2005 - September 2006
Merrill Lynch September 2001 - April 2005
Merrill Lynch February 1992 - August 2001
Skills
Performance Management, Business Planning, Coaching, Employee Relations, Office Management, Management Consulting, Customer Relations, Business Strategy, Succession Planning, Compliance, Securities, Change Management, Leadership Development, Executive Coaching, Customer Service, Recruiting, Business Development, Management, Executive Management, Small Business, Mergers & Acquisitions, Strategy, Sales Management, Human Resources, Risk Management, Organizational..., Team Building, Organizational..., Leadership, Business Process..., Workshop Facilitation
Education
Winthrop University 2009 — 2010
Business Administration
City University of New York 1963 — 1972
MJ DeNardo's Merrill Lynch Experience January 1999 - November 2004
Job Vice President of Operations at US Signs
Industry Facilities Services
Experience
US Signs June 2012 - Present
Public Storage February 2005 - June 2012
Merrill Lynch January 1999 - November 2004
Hunt Construction Group January 1988 - December 1998
Skills
Customer Service, Real Estate License, Executive Management, Leadership Development, Leadership, New Business Development, Real Estate Development, Management, Commercial Real Estate, Sales Operations, Product Development, Mergers & Acquisitions, Start-ups, Business Planning, Business Development, Process Scheduler, Property Management, Program Management, Purchasing, Outsourcing, Team Leadership, Disposition, Business Strategy, Coaching, Construction Management, Sales Management, Real Estate, Account Management, Corporate Real Estate, Project Planning, Leases, Retail, Analysis, Policy, Engineering, LED lighting systems
Education
University of Miami
Bachelor of Business Administration (B.B.A.)
University of Phoenix
Master of Business Administration (M.B.A.)
Cincinnati State Technical and Community College
Associates of Civil Engineering, Engineering
US Signs June 2012 - Present
Public Storage February 2005 - June 2012
Merrill Lynch January 1999 - November 2004
Hunt Construction Group January 1988 - December 1998
Skills
Customer Service, Real Estate License, Executive Management, Leadership Development, Leadership, New Business Development, Real Estate Development, Management, Commercial Real Estate, Sales Operations, Product Development, Mergers & Acquisitions, Start-ups, Business Planning, Business Development, Process Scheduler, Property Management, Program Management, Purchasing, Outsourcing, Team Leadership, Disposition, Business Strategy, Coaching, Construction Management, Sales Management, Real Estate, Account Management, Corporate Real Estate, Project Planning, Leases, Retail, Analysis, Policy, Engineering, LED lighting systems
Education
University of Miami
Bachelor of Business Administration (B.B.A.)
University of Phoenix
Master of Business Administration (M.B.A.)
Cincinnati State Technical and Community College
Associates of Civil Engineering, Engineering
Shobana Ravishankar's Merrill Lynch Experience September 2013 - October 2014
Job Applications Development Manager, Financing and Prime Brokerage, JP Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
Merrill Lynch September 2013 - October 2014
Citi October 1998 - August 2013
Misys June 1997 - October 1998
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Program / Project..., Business Process..., Vendor Management, Applications...
Education
City University of New York 1996 — 1998
Master's degree, Computer Science
University of Chennai, India 1991 — 1994
Bachelor of Science (BS), Physics
J.P. Morgan October 2014 - Present
Merrill Lynch September 2013 - October 2014
Citi October 1998 - August 2013
Misys June 1997 - October 1998
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Program / Project..., Business Process..., Vendor Management, Applications...
Education
City University of New York 1996 — 1998
Master's degree, Computer Science
University of Chennai, India 1991 — 1994
Bachelor of Science (BS), Physics
Sandy Belinda's Merrill Lynch Experience 1996 - 2006
Job MS at ML Consulting
Industry Computer & Network Security
Experience
ML Consulting 6th Grade Reading TeacherHernando School Board2006 - 2011
Merrill Lynch 1996 - 2006
Education
City University of New York
ML Consulting 6th Grade Reading TeacherHernando School Board2006 - 2011
Merrill Lynch 1996 - 2006
Education
City University of New York
Margaret Lu's Merrill Lynch Experience 2007 - 2008
Job VP, US Securitization Valuations at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank June 2014 - Present
CIC Bank 2008 - May 2014
Merrill Lynch 2007 - 2008
Natixis North America 2004 - 2007
J.P. Morgan 2004 - 2004
Skills
Securitization, Fixed Income, Structured Products, Portfolio Management, Hedging, CMBS, Swaps, CDO, CLO, Options, Residential Mortgages, Credit Derivatives, Capital Markets, Structured Finance, Bloomberg, Investment Banking, High Yield loan, Interest Rate..., credit der, Intex, VBA programming, Agency MBS, Pricing and valuation, model validation, Financial Modeling, Derivatives, Valuation, Risk Management, Bonds, Credit Risk
Education
Columbia University in the City of New York
M.A., Mathematics In Finance
City University of New York
M.A., Physics
Université de Lausanne
Certificate, Financial Asset Management & Engineering, Switzerland
Deutsche Bank June 2014 - Present
CIC Bank 2008 - May 2014
Merrill Lynch 2007 - 2008
Natixis North America 2004 - 2007
J.P. Morgan 2004 - 2004
Skills
Securitization, Fixed Income, Structured Products, Portfolio Management, Hedging, CMBS, Swaps, CDO, CLO, Options, Residential Mortgages, Credit Derivatives, Capital Markets, Structured Finance, Bloomberg, Investment Banking, High Yield loan, Interest Rate..., credit der, Intex, VBA programming, Agency MBS, Pricing and valuation, model validation, Financial Modeling, Derivatives, Valuation, Risk Management, Bonds, Credit Risk
Education
Columbia University in the City of New York
M.A., Mathematics In Finance
City University of New York
M.A., Physics
Université de Lausanne
Certificate, Financial Asset Management & Engineering, Switzerland
Selwyn St. Louis's Merrill Lynch Experience May 2008 - January 2009
Job Director at Better Living Senior Services
Industry Health, Wellness and Fitness
Experience
Better Living Senior Services 2009 - Present
Merrill Lynch May 2008 - January 2009
AEGON 1997 - 2006
Skills
Process Improvement, Team Building, Marketing Strategy, New Business Development, Customer Service, Team Leadership, Coaching, Account Management, Social Media, Sales, Online Advertising, Contract Negotiation, Marketing, Talent Acquisition, Budgets, Microsoft Excel, Social Networking
Education
Florida Metropolitan University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
City University of New York 1993 — 1996
Bachelor's degree, Management Information Systems, General
Better Living Senior Services 2009 - Present
Merrill Lynch May 2008 - January 2009
AEGON 1997 - 2006
Skills
Process Improvement, Team Building, Marketing Strategy, New Business Development, Customer Service, Team Leadership, Coaching, Account Management, Social Media, Sales, Online Advertising, Contract Negotiation, Marketing, Talent Acquisition, Budgets, Microsoft Excel, Social Networking
Education
Florida Metropolitan University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
City University of New York 1993 — 1996
Bachelor's degree, Management Information Systems, General
Nikki Helms's Merrill Lynch Experience January 1999 - June 2001
Job Postpartum Preparation Specialist, Childbirth Educator and Student Midwife
Industry Hospital & Health Care
Experience
The Birth Education Center of San Diego November 2013 - Present
Practically Postpartum August 2012 - Present
Kaiser Permanente July 2001 - May 2004
Merrill Lynch January 1999 - June 2001
Skills
Healthcare, Teaching, Health Education, Holistic Health, Public Speaking, Program Development, Community Outreach, Clinical Research, Public Health
Education
Nizhoni Institute of Midwifery
Certified Professional Midwife, Direct Entry Midwifery
Christopher Newport University
The Birth Education Center of San Diego November 2013 - Present
Practically Postpartum August 2012 - Present
Kaiser Permanente July 2001 - May 2004
Merrill Lynch January 1999 - June 2001
Skills
Healthcare, Teaching, Health Education, Holistic Health, Public Speaking, Program Development, Community Outreach, Clinical Research, Public Health
Education
Nizhoni Institute of Midwifery
Certified Professional Midwife, Direct Entry Midwifery
Christopher Newport University
Frank Gentile's Merrill Lynch Experience October 2000 - March 2005
Job Technical Director / Research and Development at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext June 2008 - Present
SunGard March 2005 - June 2008
Merrill Lynch October 2000 - March 2005
Optimark Technologies March 1998 - October 2000
Bridge Associates LLC 1985 - March 1998
AT&T Bell Labs 1976 - 1985
Education
City University of New York
A.S, B.S, Math/Computer Science
NYSE Euronext June 2008 - Present
SunGard March 2005 - June 2008
Merrill Lynch October 2000 - March 2005
Optimark Technologies March 1998 - October 2000
Bridge Associates LLC 1985 - March 1998
AT&T Bell Labs 1976 - 1985
Education
City University of New York
A.S, B.S, Math/Computer Science
Victoria Naughton's Merrill Lynch Experience July 2012 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
UBS June 2007 - August 2011
UBS May 2005 - May 2007
Skills
Series 7, Series 66, Strategic Financial..., Uniform Combined State..., Equities, Bloomberg, Alternative Investments, Investment Strategies, Series 65, Hedge Funds, Financial Planning
Education
Christopher Newport University 2004 — 2007
Bachelor of Science (B.S.), Marketing
Kempsville High School 1996 — 2000
High School Diploma
Merrill Lynch July 2012 - Present
UBS June 2007 - August 2011
UBS May 2005 - May 2007
Skills
Series 7, Series 66, Strategic Financial..., Uniform Combined State..., Equities, Bloomberg, Alternative Investments, Investment Strategies, Series 65, Hedge Funds, Financial Planning
Education
Christopher Newport University 2004 — 2007
Bachelor of Science (B.S.), Marketing
Kempsville High School 1996 — 2000
High School Diploma
Antigona Sadrijaj's Merrill Lynch Experience 2004 - 2008
Job AVP at Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
Education
City University of New York 1994 — 1998
Computer Information Systems, Baruch College
Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
Education
City University of New York 1994 — 1998
Computer Information Systems, Baruch College
Anthony Spinella's Merrill Lynch Experience 1996 - 1998
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
Beth Emmert's Merrill Lynch Experience May 2004 - August 2004
Job
Industry Financial Services
Experience
Undisclosed June 2015 - Present
Cambridge Associates November 2011 - June 2015
Cambridge Associates May 2008 - November 2011
Cambridge Associates March 2006 - May 2008
Christopher Newport University August 2004 - January 2005
Merrill Lynch May 2004 - August 2004
Education
Christopher Newport University 2001 — 2005
BSBA
Undisclosed June 2015 - Present
Cambridge Associates November 2011 - June 2015
Cambridge Associates May 2008 - November 2011
Cambridge Associates March 2006 - May 2008
Christopher Newport University August 2004 - January 2005
Merrill Lynch May 2004 - August 2004
Education
Christopher Newport University 2001 — 2005
BSBA
Wenwei Cheng's Merrill Lynch Experience November 2001 - April 2002
Job Senior Software Engineer at Bloomberg
Industry Computer Software
Experience
Bloomberg May 2008 - Present
DoubleClick October 2007 - May 2008
Lake 5 Media April 2002 - October 2007
Merrill Lynch November 2001 - April 2002
Ian & Ian July 2000 - November 2001
Skills
Software Project..., Java, Java Enterprise Edition, Oracle, SQL, Perl, Enterprise Software, Agile Methodologies, XML, Hibernate
Education
City University of New York City College 1999 — 2001
MS, Computer Science
University of Science and Technology of China 1992 — 1997
BS, Biology
Fuzhou No.1 Middle School
Bloomberg May 2008 - Present
DoubleClick October 2007 - May 2008
Lake 5 Media April 2002 - October 2007
Merrill Lynch November 2001 - April 2002
Ian & Ian July 2000 - November 2001
Skills
Software Project..., Java, Java Enterprise Edition, Oracle, SQL, Perl, Enterprise Software, Agile Methodologies, XML, Hibernate
Education
City University of New York City College 1999 — 2001
MS, Computer Science
University of Science and Technology of China 1992 — 1997
BS, Biology
Fuzhou No.1 Middle School
Lena Fullem's Merrill Lynch Experience 1993 - 2006
Job Senior Accountant/Subcontract Specialist at Rutgers University
Industry Higher Education
Experience
Rutgers University July 2013 - Present
Rutgers University March 2012 - July 2013
College of Nursing, Rutgers University May 2011 - March 2012
Rutgers University May 2011 - August 2011
Merrill Lynch 1993 - 2006
Skills
Proposal Writing, Program Management, Analysis, Research, Training, Risk Management, Management, Access, Contract Negotiation, Higher Education, Budgets, Administration, Business Analysis, Data Analysis, Negotiation, Microsoft Office, Grants, Microsoft Excel, System Administration, Accounting, Compliance, Nonprofits, Project Management, Databases, Requirements Analysis, Software Documentation, Excel, Non-profits, Documentation, Policy, Process Improvement, Teamwork
Education
City University of New York 1987 — 1990
BS, Accounting
Rutgers University July 2013 - Present
Rutgers University March 2012 - July 2013
College of Nursing, Rutgers University May 2011 - March 2012
Rutgers University May 2011 - August 2011
Merrill Lynch 1993 - 2006
Skills
Proposal Writing, Program Management, Analysis, Research, Training, Risk Management, Management, Access, Contract Negotiation, Higher Education, Budgets, Administration, Business Analysis, Data Analysis, Negotiation, Microsoft Office, Grants, Microsoft Excel, System Administration, Accounting, Compliance, Nonprofits, Project Management, Databases, Requirements Analysis, Software Documentation, Excel, Non-profits, Documentation, Policy, Process Improvement, Teamwork
Education
City University of New York 1987 — 1990
BS, Accounting
Art Cote's Merrill Lynch Experience 1992 - 1994
Job Professional commercial software development professional certified mobile developer (MDICD0X70F16)
Industry Information Technology and Services
Experience
Stages Media, LLC January 2008 - Present
LT Productions, LLC August 2003 - August 2008
Independent Consultant 2000 - 2003
Cambridge Technology Partners 1998 - 2000
Anderson Consulting, LLP 1997 - 1998
Independent Consultant 1994 - 1997
Merrill Lynch 1992 - 1994
New York Life 1991 - 1992
Columbia Pictures 1989 - 1991
Columbia Presbyterian Psychiatric Institute 1988 - 1989
Skills
Xcode, Objective-C, Cocoa, PHP, MySQL, C++, Photoshop, Dreamweaver, C, MFC, Final Cut Pro, iOS development, Java, Software Development, Android, Oracle, Microsoft SQL Server, Social Media Marketing, Website Development, ASP, HTML 5, Ruby on Rails, AJAX, Project Management, Online Marketing, C#, E-commerce, Web Services, Analysis, HTML, CSS, Web Design, SQL, Architectures, Linux, Advertising, WordPress, JavaScript, Digital Media, SEO, Google Analytics, Web Marketing, jQuery, Web Analytics, CMS, Management, Mobile Marketing, Python, SEM, Marketing
Education
City University of New York 1981 — 1985
BA, Psychology / NeuroCognition / Stats
Stages Media, LLC January 2008 - Present
LT Productions, LLC August 2003 - August 2008
Independent Consultant 2000 - 2003
Cambridge Technology Partners 1998 - 2000
Anderson Consulting, LLP 1997 - 1998
Independent Consultant 1994 - 1997
Merrill Lynch 1992 - 1994
New York Life 1991 - 1992
Columbia Pictures 1989 - 1991
Columbia Presbyterian Psychiatric Institute 1988 - 1989
Skills
Xcode, Objective-C, Cocoa, PHP, MySQL, C++, Photoshop, Dreamweaver, C, MFC, Final Cut Pro, iOS development, Java, Software Development, Android, Oracle, Microsoft SQL Server, Social Media Marketing, Website Development, ASP, HTML 5, Ruby on Rails, AJAX, Project Management, Online Marketing, C#, E-commerce, Web Services, Analysis, HTML, CSS, Web Design, SQL, Architectures, Linux, Advertising, WordPress, JavaScript, Digital Media, SEO, Google Analytics, Web Marketing, jQuery, Web Analytics, CMS, Management, Mobile Marketing, Python, SEM, Marketing
Education
City University of New York 1981 — 1985
BA, Psychology / NeuroCognition / Stats
Amy Brugger's Merrill Lynch Experience October 1982 - June 2000
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2005 - Present
Merrill Lynch October 1982 - June 2000
Education
City College of San Francisco
Securities License - Series 7 & 66
Series 7 & 66, Series 7 Registration Since 1983
Morgan Stanley Smith Barney August 2005 - Present
Merrill Lynch October 1982 - June 2000
Education
City College of San Francisco
Securities License - Series 7 & 66
Series 7 & 66, Series 7 Registration Since 1983
Debra Stuhler's Merrill Lynch Experience August 2007 - Present
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Merrill Lynch April 2007 - August 2008
Merrill Lynch June 1999 - April 2007
Education
City University of New York 1984 — 1988
Nursing
Merrill Lynch August 2007 - Present
Merrill Lynch April 2007 - August 2008
Merrill Lynch June 1999 - April 2007
Education
City University of New York 1984 — 1988
Nursing
Cary Gilbert's Merrill Lynch Experience 2006 - 2008
Job VP Business Continuity/Disaster Recovery at Bank Of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America 2006 - Present
Merrill Lynch 2006 - 2008
NYK Logistics 2005 - 2006
AT&T January 1996 - 2005
Skills
Risk Management, Vendor Management, Disaster Recovery, Business Continuity, Business Analysis, Business Continuity..., Information Security..., IT Management, IT Strategy, Project Management, Strategy
Education
National Technological University 1992 — 1994
MS, Management of Technology
City University of New York 1971 — 1976
BS, Computer science
Bank of America 2006 - Present
Merrill Lynch 2006 - 2008
NYK Logistics 2005 - 2006
AT&T January 1996 - 2005
Skills
Risk Management, Vendor Management, Disaster Recovery, Business Continuity, Business Analysis, Business Continuity..., Information Security..., IT Management, IT Strategy, Project Management, Strategy
Education
National Technological University 1992 — 1994
MS, Management of Technology
City University of New York 1971 — 1976
BS, Computer science
Gregory Boothe's Merrill Lynch Experience September 2007 - January 2009
Job
Industry Financial Services
Experience
SunTrust Bank November 2009 - September 2012
Merrill Lynch September 2007 - January 2009
Wachovia November 2005 - August 2007
Skills
Retirement Planning
Education
Christopher Newport University 1997 — 2000
BSBA, BUsiness
SunTrust Bank November 2009 - September 2012
Merrill Lynch September 2007 - January 2009
Wachovia November 2005 - August 2007
Skills
Retirement Planning
Education
Christopher Newport University 1997 — 2000
BSBA, BUsiness
John Silk's Merrill Lynch Experience 1994 - 2000
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
BondBook 2000 - 2001
Merrill Lynch 1994 - 2000
N.W. Ayer 1983 - 1988
Education
St. Lawrence University 1975 — 1979
BA, English/Creative Writing
Choate Rosemary Hall 1971 — 1975
BondBook 2000 - 2001
Merrill Lynch 1994 - 2000
N.W. Ayer 1983 - 1988
Education
St. Lawrence University 1975 — 1979
BA, English/Creative Writing
Choate Rosemary Hall 1971 — 1975
Andy Lauro's Merrill Lynch Experience July 1966 - February 2009
Job Director at Bank of America
Industry Real Estate
Experience
Bank of America February 2009 - Present
Saving Ellis Island 2009 - Present
None February 2009 - September 2009
NA February 2009 - March 2009
Merril Lynch July 1996 - February 2009
Merrill Lynch July 1966 - February 2009
Bank Of America July 1966 - February 2009
Unemployed 1966 - February 2009
Education
City University of New York 1970 — 1972
Associates, business
Ft.Hamilton High School 1963 — 1966
Academic, academic
Bank of America February 2009 - Present
Saving Ellis Island 2009 - Present
None February 2009 - September 2009
NA February 2009 - March 2009
Merril Lynch July 1996 - February 2009
Merrill Lynch July 1966 - February 2009
Bank Of America July 1966 - February 2009
Unemployed 1966 - February 2009
Education
City University of New York 1970 — 1972
Associates, business
Ft.Hamilton High School 1963 — 1966
Academic, academic
deborah grayer's Merrill Lynch Experience February 2009 - Present
Job programmer analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch February 2009 - Present
shearshon lehman 1987 - 2002
Shearson Lehman Brothers 1987 - 2002
Education
City University of New York 1975 — 1978
medical tyechnology
Merrill Lynch February 2009 - Present
shearshon lehman 1987 - 2002
Shearson Lehman Brothers 1987 - 2002
Education
City University of New York 1975 — 1978
medical tyechnology
Ralph Pellecchia's Merrill Lynch Experience 1989 - 2000
Job Founder and President at It's a dogs life
Industry Education Management
Experience
It's a dogs life July 2015 - Present
ETS 2002 - Present
Merrill Lynch 1989 - 2000
US Army June 1975 - June 1978
Skills
ERP, SDLC, Vendor Management, Testing, Program Management, IT Strategy, IT Management, Management, Business Process..., Process Improvement, PMO, Requirements Analysis, Change Management, Software Project..., Strategic Planning, Team Building, PeopleSoft, Team Leadership, Cross-functional Team..., Six Sigma, Software Quality..., Software Development
Education
University of Phoenix 2012 — 2015
Master’s Degree, Information Systems, 3.8 / 4.0
Six Sigma Training 2013 — 2014
Green Belt Training, Six Sigma Training
New Jersey City University 1980 — 1985
Bachelor's of Science Degree, Accounting
City Colleges of Chicago-Wilbur Wright College 1977 — 1977
Certificate in Management Studies
It's a dogs life July 2015 - Present
ETS 2002 - Present
Merrill Lynch 1989 - 2000
US Army June 1975 - June 1978
Skills
ERP, SDLC, Vendor Management, Testing, Program Management, IT Strategy, IT Management, Management, Business Process..., Process Improvement, PMO, Requirements Analysis, Change Management, Software Project..., Strategic Planning, Team Building, PeopleSoft, Team Leadership, Cross-functional Team..., Six Sigma, Software Quality..., Software Development
Education
University of Phoenix 2012 — 2015
Master’s Degree, Information Systems, 3.8 / 4.0
Six Sigma Training 2013 — 2014
Green Belt Training, Six Sigma Training
New Jersey City University 1980 — 1985
Bachelor's of Science Degree, Accounting
City Colleges of Chicago-Wilbur Wright College 1977 — 1977
Certificate in Management Studies
Lauryn Hart's Merrill Lynch Experience October 2003 - 2009
Job Director and Senior Counsel, Asset & Wealth Management Legal, Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank July 2009 - Present
Merrill Lynch October 2003 - 2009
Herrick, Feinstein LLP August 1999 - October 2003
Kings County District Attorney 1996 - 1999
Skills
Securities Regulation, Securities, Litigation, Corporate Law, Commercial Litigation, Legal Writing, Private Equity, Private Banking, Corporate Governance, AML, Wealth Management, Securities Litigation, Arbitration
Education
Fordham University School of Law 1992 — 1995
J.D.
University of Pennsylvania 1989 — 1992
B.A., English, Italian Literature
Choate Rosemary Hall 1984 — 1988
Deutsche Bank July 2009 - Present
Merrill Lynch October 2003 - 2009
Herrick, Feinstein LLP August 1999 - October 2003
Kings County District Attorney 1996 - 1999
Skills
Securities Regulation, Securities, Litigation, Corporate Law, Commercial Litigation, Legal Writing, Private Equity, Private Banking, Corporate Governance, AML, Wealth Management, Securities Litigation, Arbitration
Education
Fordham University School of Law 1992 — 1995
J.D.
University of Pennsylvania 1989 — 1992
B.A., English, Italian Literature
Choate Rosemary Hall 1984 — 1988
Anthony J. Migliozzi, CFA's Merrill Lynch Experience 2000 - 2009
Job Director at MetLife
Industry Financial Services
Experience
MetLife May 2011 - Present
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch 2000 - 2009
ING Barings May 1998 - March 2000
Bank of New York Mellon February 1990 - May 1998
Education
City University of New York 1982 — 1986
BS, Accounting, Economics
MetLife May 2011 - Present
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch 2000 - 2009
ING Barings May 1998 - March 2000
Bank of New York Mellon February 1990 - May 1998
Education
City University of New York 1982 — 1986
BS, Accounting, Economics
Somboon Phanawat's Merrill Lynch Experience August 2003 - November 2008
Job Taxlot System Manager at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2010 - Present
Binec December 2009 - September 2010
Merrill Lynch August 2003 - November 2008
Bank of America - Merrill Lynch Wealth Management 1996 - 2008
Merrill Lynch September 2001 - August 2003
Merrill Lynch October 1998 - September 2001
Skills
Project Management, SDLC, Cross-functional Team..., Outsourcing, Requirements Analysis, Vendor Management
Education
Chulalongkorn University 1973 — 1978
B.S., Mechanical Engineering
Louisiana Tech University
M.S., Computer Science
University of Louisiana at Monroe
MBA
Bank of America Merrill Lynch September 2010 - Present
Binec December 2009 - September 2010
Merrill Lynch August 2003 - November 2008
Bank of America - Merrill Lynch Wealth Management 1996 - 2008
Merrill Lynch September 2001 - August 2003
Merrill Lynch October 1998 - September 2001
Skills
Project Management, SDLC, Cross-functional Team..., Outsourcing, Requirements Analysis, Vendor Management
Education
Chulalongkorn University 1973 — 1978
B.S., Mechanical Engineering
Louisiana Tech University
M.S., Computer Science
University of Louisiana at Monroe
MBA
Alice Weiss's Merrill Lynch Experience 1971 - 1977
Job Independent Investor at ASW GROUP
Industry Financial Services
Experience
ASW GROUP June 2005 - Present
Morgan Stanley Investment Management 1997 - 2003
Dean Witter InterCapital 1982 - 1997
Bache & Co/ Prudential Investments 1978 - 1980
Bankers Trust/ Deutsche Bank 1977 - 1978
Merrill Lynch 1971 - 1977
Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Portfolio Optimization, Trading, Investment Strategies, Bloomberg, Factset, Equity Derivatives, Alternative Investments, Asset Allocation, Asset Managment, Capital Markets, Derivatives, Equities, Financial Markets, Strategy
Education
City University of New York
BS, Accounting, Finance
ASW GROUP June 2005 - Present
Morgan Stanley Investment Management 1997 - 2003
Dean Witter InterCapital 1982 - 1997
Bache & Co/ Prudential Investments 1978 - 1980
Bankers Trust/ Deutsche Bank 1977 - 1978
Merrill Lynch 1971 - 1977
Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Portfolio Optimization, Trading, Investment Strategies, Bloomberg, Factset, Equity Derivatives, Alternative Investments, Asset Allocation, Asset Managment, Capital Markets, Derivatives, Equities, Financial Markets, Strategy
Education
City University of New York
BS, Accounting, Finance
Steven Dinsmore's Merrill Lynch Experience July 2006 - June 2009
Job Vice President at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG January 2015 - Present
UBS August 2010 - January 2015
Merrill Lynch July 2006 - June 2009
Morgan Stanley 2004 - 2005
Prudential Financial 1998 - 2004
Wachovia Securities 1998 - 2004
Skills
Financial Risk, Securities, Investments, Mutual Funds, Capital Markets, Equities, Fixed Income, AML, Hedge Funds, Wealth Management, Alternative Investments, Financial Services, Derivatives, Asset Management, Investment Advisory, Investment Banking, Series 7, Private Equity, Portfolio Management, KYC, FINRA, Risk Management, Anti Money Laundering
Education
City University of New York 2006 — 2009
BS, Business
Commerzbank AG January 2015 - Present
UBS August 2010 - January 2015
Merrill Lynch July 2006 - June 2009
Morgan Stanley 2004 - 2005
Prudential Financial 1998 - 2004
Wachovia Securities 1998 - 2004
Skills
Financial Risk, Securities, Investments, Mutual Funds, Capital Markets, Equities, Fixed Income, AML, Hedge Funds, Wealth Management, Alternative Investments, Financial Services, Derivatives, Asset Management, Investment Advisory, Investment Banking, Series 7, Private Equity, Portfolio Management, KYC, FINRA, Risk Management, Anti Money Laundering
Education
City University of New York 2006 — 2009
BS, Business
Karen Blackmon's Merrill Lynch Experience 1988 - 2007
Job Director Tax Systems at AIG
Industry Insurance
Experience
AIG October 2007 - Present
AIG 2007 - 2009
Merrill Lynch 1988 - 2007
Skills
Auditing, Financial Accounting, Strategic Financial..., Tax Law, Mergers & Acquisitions, Tax, Tax Accounting, International Tax, Sarbanes-Oxley Act, GAAP
Education
City University of New York 1982 — 1987
Bachelor of Applied Science (BASc), Accounting
General Motors Institute 1980 — 1982
AIG October 2007 - Present
AIG 2007 - 2009
Merrill Lynch 1988 - 2007
Skills
Auditing, Financial Accounting, Strategic Financial..., Tax Law, Mergers & Acquisitions, Tax, Tax Accounting, International Tax, Sarbanes-Oxley Act, GAAP
Education
City University of New York 1982 — 1987
Bachelor of Applied Science (BASc), Accounting
General Motors Institute 1980 — 1982
Waou Sidime's Merrill Lynch Experience May 1998 - September 2005
Job Technical Manager
Industry Information Technology and Services
Experience
Citrix Administrator August 2009 - Present
Kaiser Permanente September 2005 - July 2009
Merrill Lynch May 1998 - September 2005
Skills
SQL, System Administration, Integration, Databases, Network Security, Windows
Education
City University of New York
BS, Computer Science
asf
Citrix Administrator August 2009 - Present
Kaiser Permanente September 2005 - July 2009
Merrill Lynch May 1998 - September 2005
Skills
SQL, System Administration, Integration, Databases, Network Security, Windows
Education
City University of New York
BS, Computer Science
asf
Poming Leong's Merrill Lynch Experience 2000 - 2009
Job Trading Software Development
Industry Computer Software
Experience
OpenLink Financial 2009 - Present
Merrill Lynch 2000 - 2009
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Software Development, C#, Oracle, Business Analysis, Databases, C, Enterprise Architecture, Enterprise Software, Integration, Java, JavaScript, Linux, Requirements Analysis, SDLC, SQL, Software Project..., Sybase, XML
Education
City University of New York 1988 — 1991
MA, Computer Science
OpenLink Financial 2009 - Present
Merrill Lynch 2000 - 2009
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Software Development, C#, Oracle, Business Analysis, Databases, C, Enterprise Architecture, Enterprise Software, Integration, Java, JavaScript, Linux, Requirements Analysis, SDLC, SQL, Software Project..., Sybase, XML
Education
City University of New York 1988 — 1991
MA, Computer Science
Amy Smoot's Merrill Lynch Experience June 2005 - January 2013
Job SunTrust Investment Services, Inc
Industry Financial Services
Experience
Suntrust Investment Services, Inc January 2013 - Present
Merrill Lynch June 2005 - January 2013
Education
Averett University 2001 — 2004
Master of Business Administration (MBA), Business
Christopher Newport University 1998 — 2001
Bachelor of Science (BS), Business Administration/Management
Suntrust Investment Services, Inc January 2013 - Present
Merrill Lynch June 2005 - January 2013
Education
Averett University 2001 — 2004
Master of Business Administration (MBA), Business
Christopher Newport University 1998 — 2001
Bachelor of Science (BS), Business Administration/Management
Ross Ionta's Merrill Lynch Experience January 2012 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Merrill Lynch September 2009 - December 2011
CF Global Trading September 2008 - December 2008
Novo Nordisk May 2008 - August 2008
Novo Nordisk 2007 - 2007
Education
Rollins College 2005 — 2009
B.A., International Business / Economics / French
Choate Rosemary Hall 2002 — 2005
Merrill Lynch January 2012 - Present
Merrill Lynch September 2009 - December 2011
CF Global Trading September 2008 - December 2008
Novo Nordisk May 2008 - August 2008
Novo Nordisk 2007 - 2007
Education
Rollins College 2005 — 2009
B.A., International Business / Economics / French
Choate Rosemary Hall 2002 — 2005
Randolph (Rudy) Felder's Merrill Lynch Experience February 1999 - August 2002
Job Staff at SUNY
Industry Professional Training & Coaching
Experience
SUNY ALBANY / RESEARCH FOUNDATION April 2005 - Present
OCFS SUNY PDP CONNECTIONS TRAINER 2004 - 2014
OCFS SUNY PDP CONNECTIONS TRAINER 2004 - 2014
Merrill Lynch February 1999 - August 2002
Heartsease Home, Inc. June 1997 - September 1999
Sheltering Arms Children Services March 1983 - July 1994
Skills
Computer Hardware, Cloud Computing, Computer Maintenance, Computer Repair, Training, Program Management
Education
City University of New York 1994 — 1998
BS, Psych
SUNY ALBANY / RESEARCH FOUNDATION April 2005 - Present
OCFS SUNY PDP CONNECTIONS TRAINER 2004 - 2014
OCFS SUNY PDP CONNECTIONS TRAINER 2004 - 2014
Merrill Lynch February 1999 - August 2002
Heartsease Home, Inc. June 1997 - September 1999
Sheltering Arms Children Services March 1983 - July 1994
Skills
Computer Hardware, Cloud Computing, Computer Maintenance, Computer Repair, Training, Program Management
Education
City University of New York 1994 — 1998
BS, Psych
Bryan Embry's Merrill Lynch Experience 2005 - 2010
Job Director at the 9 Dudley Project
Industry Fine Art
Experience
the 9 Dudley Project June 2013 - Present
The Pin Show February 2012 - Present
Ross Akard Gallery and Fairmont Dallas February 2010 - Present
Ross Akard Gallery January 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Contemporary Art, Fine Art, Sculpture, Art, Interior Design, Fashion, Event Planning, Curating, Art Exhibitions, Program Management, Photography, History, Fundraising, Creative Writing, Graphic Design, Event Management
Education
Christian Brothers University
Information technology management
the 9 Dudley Project June 2013 - Present
The Pin Show February 2012 - Present
Ross Akard Gallery and Fairmont Dallas February 2010 - Present
Ross Akard Gallery January 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Contemporary Art, Fine Art, Sculpture, Art, Interior Design, Fashion, Event Planning, Curating, Art Exhibitions, Program Management, Photography, History, Fundraising, Creative Writing, Graphic Design, Event Management
Education
Christian Brothers University
Information technology management
Jaya Parvathala CPA's Merrill Lynch Experience February 1996 - July 1998
Job Functional Finance Analyst at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson May 2011 - Present
United Nations May 2010 - October 2010
K Technology, Inc. April 2004 - December 2009
State Street October 2001 - March 2004
State Street September 1999 - July 2000
Merrill Lynch February 1996 - July 1998
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Mutual Funds, Analysis, Management, Process Improvement, Microsoft Excel, Portfolio Management, Business Analysis, Account Reconciliation, Accounting, Vendor Management, Project Management, General Ledger, Financial Statements, Investments, Managerial Finance
Education
City University of New York 1992 — 1995
BS, Accounting, Finance
Johnson & Johnson May 2011 - Present
United Nations May 2010 - October 2010
K Technology, Inc. April 2004 - December 2009
State Street October 2001 - March 2004
State Street September 1999 - July 2000
Merrill Lynch February 1996 - July 1998
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Mutual Funds, Analysis, Management, Process Improvement, Microsoft Excel, Portfolio Management, Business Analysis, Account Reconciliation, Accounting, Vendor Management, Project Management, General Ledger, Financial Statements, Investments, Managerial Finance
Education
City University of New York 1992 — 1995
BS, Accounting, Finance
Eric Costello's Merrill Lynch Experience 2007 - Present
Job Vice President Business Governance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Shearman & Sterling LLP 2005 - 2006
Wilmer Cutler Pickering Hale & Dorr 2005 - 2005
Cadwalader, Wickersham & Taft LLP 2005 - 2005
Merrill Lynch Investment Management 2004 - 2005
Morgan, Lewis & Bockius LLP 2004 - 2004
Cravath, Swaine & Moore LLP 2003 - 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2002 - 2003
Bondy & Schloss LLP 2001 - 2002
McCarter & English, LLP 1998 - 2001
Skills
Microsoft Office, Legal Practice, Regulatory Filings, Microsoft Word, Microsoft Excel, Legal Writing, Legal Research, Litigation, Research, Customer Service, PowerPoint, Westlaw, Public Speaking, Mediation, Outlook, Corporate Law, Windows, Contract Negotiation, Negotiation, Civil Litigation, Courts, Commercial Litigation, English
Education
University of Pennsylvania Law School 1989 — 1992
Doctor of Law (J.D.)
Georgetown University 1985 — 1988
Bachelor of Arts (B.A.), Honors History and Comparative Government, Cum laude
Choate Rosemary Hall 1982 — 1985
Cum laude
Merrill Lynch 2007 - Present
Shearman & Sterling LLP 2005 - 2006
Wilmer Cutler Pickering Hale & Dorr 2005 - 2005
Cadwalader, Wickersham & Taft LLP 2005 - 2005
Merrill Lynch Investment Management 2004 - 2005
Morgan, Lewis & Bockius LLP 2004 - 2004
Cravath, Swaine & Moore LLP 2003 - 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2002 - 2003
Bondy & Schloss LLP 2001 - 2002
McCarter & English, LLP 1998 - 2001
Skills
Microsoft Office, Legal Practice, Regulatory Filings, Microsoft Word, Microsoft Excel, Legal Writing, Legal Research, Litigation, Research, Customer Service, PowerPoint, Westlaw, Public Speaking, Mediation, Outlook, Corporate Law, Windows, Contract Negotiation, Negotiation, Civil Litigation, Courts, Commercial Litigation, English
Education
University of Pennsylvania Law School 1989 — 1992
Doctor of Law (J.D.)
Georgetown University 1985 — 1988
Bachelor of Arts (B.A.), Honors History and Comparative Government, Cum laude
Choate Rosemary Hall 1982 — 1985
Cum laude
Khondoker Hossain's Merrill Lynch Experience June 2005 - December 2006
Job AVP at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2014 - Present
Bank of America Merrill Lynch September 2007 - December 2013
American Home Mortgage January 2007 - August 2007
Merrill Lynch June 2005 - December 2006
Skills
Market Risk, Market Data, Sybase, Credit Derivatives, SDLC, Fixed Income, Quality Center, User Acceptance Testing, Internet Recruiting, Risk Management, Requirements Analysis, SQL, Agile Methodologies, Business Requirements, Test Planning, Data Warehousing, Software Quality..., Quality Assurance, Financial Services, Project Management, Vendor Management, Derivatives, Capital Markets, Business Analysis, Software Project..., Test Management, Software Documentation, Agile Project Management, QTP, Equities, Electronic Trading, Requirements Gathering
Education
City University of New York 1999 — 2004
BA, Information system management
University of Rajshahi 1993 — 1997
BSC, Statistic
Bank of America January 2014 - Present
Bank of America Merrill Lynch September 2007 - December 2013
American Home Mortgage January 2007 - August 2007
Merrill Lynch June 2005 - December 2006
Skills
Market Risk, Market Data, Sybase, Credit Derivatives, SDLC, Fixed Income, Quality Center, User Acceptance Testing, Internet Recruiting, Risk Management, Requirements Analysis, SQL, Agile Methodologies, Business Requirements, Test Planning, Data Warehousing, Software Quality..., Quality Assurance, Financial Services, Project Management, Vendor Management, Derivatives, Capital Markets, Business Analysis, Software Project..., Test Management, Software Documentation, Agile Project Management, QTP, Equities, Electronic Trading, Requirements Gathering
Education
City University of New York 1999 — 2004
BA, Information system management
University of Rajshahi 1993 — 1997
BSC, Statistic
jim mcgrane's Merrill Lynch Experience October 2004 - April 2008
Job crude oil broker at PVM Futures
Industry Oil & Energy
Experience
PVM Futures INC May 2013 - Present
TFS May 2011 - May 2013
Musket Corp. April 2008 - May 2011
Merrill Lynch October 2004 - April 2008
Merrill Lynch Commodities Inc. 2005 - 2008
Shell Oil Company 1981 - 1996
Skills
Derivatives, Options, Petroleum, Strategic Planning, Hedge Funds, Hedging, Trading, Trading Systems, Risk Management, Commodity, Analysis, Negotiation, Swaps, Bloomberg, Commodity Markets, Fixed Income, Business Strategy, Electronic Trading, Energy, Contract Negotiation, Natural Gas, Portfolio Management, Equities, Management Consulting, Asset Management, Investments, Trading Strategies, Proprietary Trading, Valuation
Education
City University of New York 1975 — 1979
ba, business management
PVM Futures INC May 2013 - Present
TFS May 2011 - May 2013
Musket Corp. April 2008 - May 2011
Merrill Lynch October 2004 - April 2008
Merrill Lynch Commodities Inc. 2005 - 2008
Shell Oil Company 1981 - 1996
Skills
Derivatives, Options, Petroleum, Strategic Planning, Hedge Funds, Hedging, Trading, Trading Systems, Risk Management, Commodity, Analysis, Negotiation, Swaps, Bloomberg, Commodity Markets, Fixed Income, Business Strategy, Electronic Trading, Energy, Contract Negotiation, Natural Gas, Portfolio Management, Equities, Management Consulting, Asset Management, Investments, Trading Strategies, Proprietary Trading, Valuation
Education
City University of New York 1975 — 1979
ba, business management
Pahtkrit (Suriya) Sunthornvatin's Merrill Lynch Experience February 2000 - March 2002
Job VP Systems Engineering & ICT at GTT
Industry Telecommunications
Experience
GTT January 2012 - Present
United Network Services (UNSi) January 2012 - October 2014
IPNetZone Communications Inc. October 2007 - January 2012
PressONE October 2007 - January 2010
Consultant November 2002 - January 2005
Merrill Lynch February 2000 - March 2002
Skills
Engineering, DNS, Telecommunications, Project Management, Red Hat Linux, Architecture, IT Operations, VoIP, Software Documentation, Operating Systems, Data Center, Team Leadership, Testing, Requirements Analysis, Network Engineering, Windows Server, Network Design, Enterprise Software, Ethernet, Management, IP, Vendor Management, Managed Services, MPLS, Cisco Technologies, WAN, Integration, Networking, Cloud Computing, SIP, LAN-WAN, Unified Communications, Security, Telephony, Linux, Technical Support, VMware, Wireless, Network Security
Education
State University of New York Institute of Technology at Utica/Rome 1994 — 1996
B.S. Industrial Enginnering, Engineering
City University of New York 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Machine Tool Technology/Machinist
GTT January 2012 - Present
United Network Services (UNSi) January 2012 - October 2014
IPNetZone Communications Inc. October 2007 - January 2012
PressONE October 2007 - January 2010
Consultant November 2002 - January 2005
Merrill Lynch February 2000 - March 2002
Skills
Engineering, DNS, Telecommunications, Project Management, Red Hat Linux, Architecture, IT Operations, VoIP, Software Documentation, Operating Systems, Data Center, Team Leadership, Testing, Requirements Analysis, Network Engineering, Windows Server, Network Design, Enterprise Software, Ethernet, Management, IP, Vendor Management, Managed Services, MPLS, Cisco Technologies, WAN, Integration, Networking, Cloud Computing, SIP, LAN-WAN, Unified Communications, Security, Telephony, Linux, Technical Support, VMware, Wireless, Network Security
Education
State University of New York Institute of Technology at Utica/Rome 1994 — 1996
B.S. Industrial Enginnering, Engineering
City University of New York 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Machine Tool Technology/Machinist
Julia (Reyes) Valdez's Merrill Lynch Experience February 2002 - October 2007
Job Co Owner at M.I.A LOGISTICS
Industry Consumer Goods
Experience
M.I.A LOGISTICS February 2012 - Present
On The Rocks Models July 2013 - January 2015
Merrill Lynch February 2002 - October 2007
Marvell Towers January 2001 - August 2001
Dr. Flor Loya Dental Office January 2000 - January 2001
Skills
Change Management, Inventory Management, Supply Chain Management, Process Improvement, Account Management, Management, Supply Chain, Market Research, Team Leadership, Cross-functional Team..., Marketing Communications, Social Media, Merchandising, Advertising
Education
Everest College 2011 — 2012
Medical Administrative Assistant, Medical
Everest University 2011 — 2012
Certificate, Medical Administrative/Executive Assistant and Medical Secretary
City Colleges of Chicago-Richard J Daley College 2000 — 2002
Associate's degree, Business/Commerce, General
M.I.A LOGISTICS February 2012 - Present
On The Rocks Models July 2013 - January 2015
Merrill Lynch February 2002 - October 2007
Marvell Towers January 2001 - August 2001
Dr. Flor Loya Dental Office January 2000 - January 2001
Skills
Change Management, Inventory Management, Supply Chain Management, Process Improvement, Account Management, Management, Supply Chain, Market Research, Team Leadership, Cross-functional Team..., Marketing Communications, Social Media, Merchandising, Advertising
Education
Everest College 2011 — 2012
Medical Administrative Assistant, Medical
Everest University 2011 — 2012
Certificate, Medical Administrative/Executive Assistant and Medical Secretary
City Colleges of Chicago-Richard J Daley College 2000 — 2002
Associate's degree, Business/Commerce, General
Jian Wan's Merrill Lynch Experience September 1999 - August 2001
Job Software at PrO Unlimited
Industry Staffing and Recruiting
Experience
PrO Unlimited March 2009 - Present
Lehman Brothers June 2007 - September 2008
New York Board Of Trade October 2001 - April 2007
Merrill Lynch September 1999 - August 2001
Education
City University of New York 1993 — 1996
Master of Science, Computer Science
PrO Unlimited March 2009 - Present
Lehman Brothers June 2007 - September 2008
New York Board Of Trade October 2001 - April 2007
Merrill Lynch September 1999 - August 2001
Education
City University of New York 1993 — 1996
Master of Science, Computer Science
Nicholas Pittari's Merrill Lynch Experience January 2000 - February 2000
Job Real Estate Associate at StreetLevel Investments
Industry Real Estate
Experience
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
Wilson Zhang's Merrill Lynch Experience June 2010 - September 2010
Job Vice President/Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo Commercial Mortgage November 2010 - June 2013
Merrill Lynch June 2010 - September 2010
Commercial Scientific Corporation January 2010 - April 2010
Skills
Risk Management, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, VBA, Credit, Banking
Education
UCLA 2008 — 2010
Bachelor, Business Economics
City College of San Francisco 2005 — 2008
Business
Wells Fargo June 2013 - Present
Wells Fargo Commercial Mortgage November 2010 - June 2013
Merrill Lynch June 2010 - September 2010
Commercial Scientific Corporation January 2010 - April 2010
Skills
Risk Management, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, VBA, Credit, Banking
Education
UCLA 2008 — 2010
Bachelor, Business Economics
City College of San Francisco 2005 — 2008
Business
Shueb Chowdhury's Merrill Lynch Experience 2010 - 2010
Job SAT Lead at Vanguard
Industry Computer Software
Experience
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Chris Verrillo's Merrill Lynch Experience January 2015 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2010 - October 2011
Banc of America Securities July 2009 - July 2011
Skills
Financial Modeling
Education
Georgetown University 2005 — 2009
BS, Mathematics, Economics
Choate Rosemary Hall 2003 — 2005
Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2010 - October 2011
Banc of America Securities July 2009 - July 2011
Skills
Financial Modeling
Education
Georgetown University 2005 — 2009
BS, Mathematics, Economics
Choate Rosemary Hall 2003 — 2005
Suneetha Pothireddy's Merrill Lynch Experience November 1996 - February 1998
Job Solution Architect
Industry Information Technology and Services
Experience
Johnson & Johnson June 2012 - Present
Fruition Partners July 2011 - May 2012
NYSE Euronext, Wall Street, New York January 2010 - June 2011
Ernst & Young LLP October 1999 - December 2009
Prudential Investments March 1998 - October 1999
Merrill Lynch November 1996 - February 1998
AIG September 1993 - October 1996
Skills
IT Service Management, BMC Remedy, Microsoft SQL Server, Service-Now, Servers, ITIL, Change Management, XML, JavaScript, SDLC, Business Analysis, Disaster Recovery, Enterprise Architecture, IT Management, IT Operations, Incident Management, Integration, Oracle, Service Desk, Requirements Analysis, Software Documentation
Education
City University of New York 1994 — 1995
Masters, Computer Science
Sri Venkateswara University 1990 — 1992
Masters, Mathematics
Johnson & Johnson June 2012 - Present
Fruition Partners July 2011 - May 2012
NYSE Euronext, Wall Street, New York January 2010 - June 2011
Ernst & Young LLP October 1999 - December 2009
Prudential Investments March 1998 - October 1999
Merrill Lynch November 1996 - February 1998
AIG September 1993 - October 1996
Skills
IT Service Management, BMC Remedy, Microsoft SQL Server, Service-Now, Servers, ITIL, Change Management, XML, JavaScript, SDLC, Business Analysis, Disaster Recovery, Enterprise Architecture, IT Management, IT Operations, Incident Management, Integration, Oracle, Service Desk, Requirements Analysis, Software Documentation
Education
City University of New York 1994 — 1995
Masters, Computer Science
Sri Venkateswara University 1990 — 1992
Masters, Mathematics
Rachel Bliss Rangel's Merrill Lynch Experience July 2006 - February 2010
Job Controller
Industry Oil & Energy
Experience
Clearly Petroleum, LLC June 2015 - Present
Wapiti Energy, LLC June 2013 - June 2015
Fairways Exploration and Production February 2010 - June 2013
Merrill Lynch July 2006 - February 2010
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Microsoft Excel, Internal Controls, Microsoft Word, Microsoft Office, PowerPoint, Due Diligence, Analysis, Budgets, Auditing, Account Reconciliation, Outlook, Accounts Receivable, Financial Accounting, Energy Industry, Oil, Upstream
Education
CIMBA 2006 — 2006
Finance, General
The University of Texas at San Antonio 2002 — 2006
Bachelor of Business Administration, Finance
Clearly Petroleum, LLC June 2015 - Present
Wapiti Energy, LLC June 2013 - June 2015
Fairways Exploration and Production February 2010 - June 2013
Merrill Lynch July 2006 - February 2010
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Microsoft Excel, Internal Controls, Microsoft Word, Microsoft Office, PowerPoint, Due Diligence, Analysis, Budgets, Auditing, Account Reconciliation, Outlook, Accounts Receivable, Financial Accounting, Energy Industry, Oil, Upstream
Education
CIMBA 2006 — 2006
Finance, General
The University of Texas at San Antonio 2002 — 2006
Bachelor of Business Administration, Finance
Gregory Canu's Merrill Lynch Experience March 1998 - October 2000
Job Director at Societe Generale Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate & Investment Banking April 2007 - Present
Citigroup Inc October 2000 - April 2007
Merrill Lynch March 1998 - October 2000
Bank of Tokyo-Mitsubishi UFJ 1989 - 1998
Bankers Trust 1985 - 1989
Skills
Fixed Income, Treasury, Compliance, Banking, Financial Analysis, Financial Institutions, Equities, Capital Markets, Derivatives, Investment Banking, Financial Markets, Structured Finance, Financial Risk, FX Options, Credit Derivatives, Interest Rate..., Market Risk, Swaps, Securities
Education
City University of New York 1982 — 1984
Bachelor's degree, Business and Finance
Wagner College 1980 — 1982
Business/Managerial Economics
Societe Generale Corporate & Investment Banking April 2007 - Present
Citigroup Inc October 2000 - April 2007
Merrill Lynch March 1998 - October 2000
Bank of Tokyo-Mitsubishi UFJ 1989 - 1998
Bankers Trust 1985 - 1989
Skills
Fixed Income, Treasury, Compliance, Banking, Financial Analysis, Financial Institutions, Equities, Capital Markets, Derivatives, Investment Banking, Financial Markets, Structured Finance, Financial Risk, FX Options, Credit Derivatives, Interest Rate..., Market Risk, Swaps, Securities
Education
City University of New York 1982 — 1984
Bachelor's degree, Business and Finance
Wagner College 1980 — 1982
Business/Managerial Economics
Walter Burenin, CIMA (R)'s Merrill Lynch Experience June 1972 - January 2009
Job Unemployed
Industry Financial Services
Experience
N/A May 2015 - Present
UBS Wealth Management May 2012 - May 2015
UBS Wealth Management June 2009 - May 2012
UBS January 2009 - May 2009
Merrill Lynch June 1972 - January 2009
Skills
Series 7, Series 63, Series 65, Series 4, Series 12, Series 24, Series 53, Series 3
Education
UC Berkeley 1971 — 1972
City College of San Francisco
N/A May 2015 - Present
UBS Wealth Management May 2012 - May 2015
UBS Wealth Management June 2009 - May 2012
UBS January 2009 - May 2009
Merrill Lynch June 1972 - January 2009
Skills
Series 7, Series 63, Series 65, Series 4, Series 12, Series 24, Series 53, Series 3
Education
UC Berkeley 1971 — 1972
City College of San Francisco
DeAnn Rinehart's Merrill Lynch Experience October 2008 - April 2009
Job Senior Registered Associate at Financial Services Institution
Industry Financial Services
Experience
Financial Services Institution April 2009 - Present
Merrill Lynch October 2008 - April 2009
C&F Investments June 2000 - October 2008
Skills
Series 7, Series 63
Education
Thomas Nelson Community College 2011 — 2012
Associates Degree, Paralegal Studies
Christopher Newport University 1984 — 1989
Bachelor of Science (BS), Business Management and Marketing
Financial Services Institution April 2009 - Present
Merrill Lynch October 2008 - April 2009
C&F Investments June 2000 - October 2008
Skills
Series 7, Series 63
Education
Thomas Nelson Community College 2011 — 2012
Associates Degree, Paralegal Studies
Christopher Newport University 1984 — 1989
Bachelor of Science (BS), Business Management and Marketing
Nenad Marinovich's Merrill Lynch Experience May 1999 - June 2009
Job Banking and financial services professional
Industry Financial Services
Experience
Marinnen LLC June 2009 - Present
Counterpointe Capital Management LLC June 2009 - Present
Merrill Lynch May 1999 - June 2009
Bankers Trust Corp. March 1998 - May 1999
Salomon Brothers September 1996 - March 1998
Citibank January 1993 - August 1996
Education
City University of New York
Ph.D., Electrical Engineering
Prva Beogradska Gimnazije
Marinnen LLC June 2009 - Present
Counterpointe Capital Management LLC June 2009 - Present
Merrill Lynch May 1999 - June 2009
Bankers Trust Corp. March 1998 - May 1999
Salomon Brothers September 1996 - March 1998
Citibank January 1993 - August 1996
Education
City University of New York
Ph.D., Electrical Engineering
Prva Beogradska Gimnazije
Chad Cieslewicz's Merrill Lynch Experience June 2014 - August 2014
Job Student at Christopher Newport University
Industry
Experience
Merrill Lynch June 2014 - August 2014
Education
Christopher Newport University 2011 — 2015
Bachelor's Degree, Finance
Merrill Lynch June 2014 - August 2014
Education
Christopher Newport University 2011 — 2015
Bachelor's Degree, Finance
Tara Chin's Merrill Lynch Experience 1990 - Present
Job Global Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1990 - Present
Education
Chulalongkorn University 1978 — 1982
Bachelor of Arts (B.A.)
Merrill Lynch 1990 - Present
Education
Chulalongkorn University 1978 — 1982
Bachelor of Arts (B.A.)
Jazmin Reynoso's Merrill Lynch Experience December 2008 - April 2011
Job Investment Professional with 8 yrs of Experience: Client Service/Onboarding/ Compliance Monitoring
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - March 2015
Merrill Lynch December 2008 - April 2011
Fiduciary Trust Company July 2006 - November 2008
BBVA March 2006 - July 2006
The Bank of New York (now JP Morgan Chase) September 2004 - December 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Chartered Financial..., FINRA, CFA Level I, Spanish, Italian, Series 66, FATCA, Dodd-Frank, KYC, Options, Bloomberg, Hedge Funds, Financial Services, Financial Analysis
Education
City University of New York 2002 — 2006
Bachelor's Degree, Political Science and Government
Fiorello H. La Guardia High School
High School, Dance Conservatory
Morgan Stanley Wealth Management April 2011 - March 2015
Merrill Lynch December 2008 - April 2011
Fiduciary Trust Company July 2006 - November 2008
BBVA March 2006 - July 2006
The Bank of New York (now JP Morgan Chase) September 2004 - December 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Chartered Financial..., FINRA, CFA Level I, Spanish, Italian, Series 66, FATCA, Dodd-Frank, KYC, Options, Bloomberg, Hedge Funds, Financial Services, Financial Analysis
Education
City University of New York 2002 — 2006
Bachelor's Degree, Political Science and Government
Fiorello H. La Guardia High School
High School, Dance Conservatory
Donna Kehoe's Merrill Lynch Experience January 2005 - January 2007
Job Investment Sales Assistant at Associated Investments
Industry Financial Services
Experience
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Vivian Ortiz Roman, CATC II's Merrill Lynch Experience June 1984 - July 2011
Job Mental Health Care Coordinator at HealthRIGHT 360
Industry Health, Wellness and Fitness
Experience
HealthRIGHT 360 February 2015 - Present
HealthRIGHT 360 April 2013 - February 2015
Merrill Lynch June 1984 - July 2011
Education
City College of San Francisco 2011 — 2013
Associate’s Degree, Social and Behavioral Sciences
Downtown Senior High School 1978 — 1981
High School
HealthRIGHT 360 February 2015 - Present
HealthRIGHT 360 April 2013 - February 2015
Merrill Lynch June 1984 - July 2011
Education
City College of San Francisco 2011 — 2013
Associate’s Degree, Social and Behavioral Sciences
Downtown Senior High School 1978 — 1981
High School
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank