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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Merrill Lynch Employees
Guardian Life Insurance Company of America March 2006 - Present
Empire Blue Cross Blue Shield November 2000 - March 2006
Merrill Lynch August 1997 - July 2000
Skills
Enterprise Architecture, SDLC, Solution Architecture, Agile Methodologies, SOA, IT Strategy, Business Intelligence, Software Project..., Application Architecture, Software Development, Project Management, Scrum, Cloud Computing, Database Design, Project Portfolio..., Java Enterprise Edition, MS Project, PMO, Process Improvement, J2EE Application..., Resource Management, PMP, Software Development..., Web 2.0, EAI, Security, SaaS, Web Application Security, Certified Project..., Enterprise System..., Open Source, Project Delivery, Enterprise IT Strategy, TOGAF, Business Process Design, Mobile Applications, Business Process..., PaaS, Business Architecture, Mobile Architecture, SOAP, Big Data, REST, Lean Six Sigma, Hadoop, MongoDB, Master Data Management, Technology Roadmapping, Emerging Technologies, Integration
Education
Brooklyn College 1991 — 1996
Batchelor of Science
Ultimate Solutions Search April 2002 - Present
Korn/Ferry International 2000 - 2002
Citi 1984 - 1986
Goldman Sachs 1980 - 1983
Merrill Lynch 1978 - 1980
Skills
Sourcing, Business Development, Executive Search, Talent Acquisition, Performance Management, Technical Recruiting, Recruiting, Search, Human Resources, Succession Planning, Talent Management, Management, Interviews, Internet Recruiting, Applicant Tracking..., HR Consulting, Organizational..., Financial Services, Private Equity
Education
Nova Southeastern University 1993 — 1995
Masters of Science, Conflict Resolution
City University of New York-Brooklyn College 1973 — 1978
Bachelor of Arts, Sociology
St. Francis de Sales September 2010 - Present
Merrill Lynch January 1980 - January 1986
Merrill Lynch 1980 - 1986
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Microsoft Word, Fundraising, Strategic Planning, Nonprofits, Coaching, Social Media, Project Management, Leadership, Data Analysis
Education
City University of New York-Brooklyn College
F.I.T.
Merchandising and Buying Operations
Ricoh US February 2015 - Present
Macmillan January 2012 - February 2015
Humanscale November 2010 - January 2012
Casio US March 2008 - October 2010
Montville Township School District April 2007 - March 2008
McManagement February 2006 - April 2007
self employed February 2002 - February 2006
Merrill Lynch August 2000 - February 2002
Self-employed November 1996 - August 2000
MetLife August 1989 - November 1996
Skills
PHP4/5, MySQL, Microsoft SQL Server, ColdFusion, JavaScript, Perl
Education
City University of New York City College 1981 — 1983
M.S., Computer Science
City University of New York-Hunter College 1971 — 1975
B.A., Philosophy
KPMG July 2014 - Present
Capco December 2013 - July 2014
TD Securities November 2012 - November 2013
Citi Private Bank February 2010 - November 2012
Federal Reserve Bank of New York June 2009 - January 2010
Credit Suisse February 1989 - April 2009
Merrill Lynch January 1987 - February 1989
Informatics / Sterling Software April 1985 - January 1987
Skills
Financial Services, Shared Services, Vendor Management, Enterprise Architecture, IT Operations, Business Analysis, PMO, SDLC
Education
City University of New York-Brooklyn College 1979 — 1983
BS, Computer Science
Vim & Vigor Development February 2015 - Present
Merrill Lynch November 2014 - February 2015
AXA Advisors August 2011 - November 2014
The Bailey Group January 2013 - December 2013
AAG June 2007 - March 2011
Royal Card May 2006 - May 2007
Skills
Financial Advice, Financial Planning, Tax Efficiency, Wealth Management, Asset Management, Estate Planning, Retirement Planning, 401k, IRA's, Annuities, Insurance Planning, Disability Insurance, Health Insurance, Long Term Care, College Savings Plans, 529 Plans, Investment Strategies, Mutual Funds, REIT, ETFs, Business Planning, Buy-sell Agreements, Premium Financing
Education
Brooklyn College 2008 — 2010
BS, BBA, Finance, Management, Marketing
SSEU 2003 — 2007
BS, International Economic Cooperation
Oppenheimer & Co. Inc. January 2015 - Present
Oppenheimer & Co. Inc. September 2014 - January 2015
BNP Paribas September 2010 - July 2014
Merrill Lynch May 2007 - September 2010
Lehman Brothers June 2005 - January 2007
Morgan Stanley December 2003 - June 2005
Goldman Sachs April 1999 - December 2003
Goldman Sachs May 1993 - April 1999
Skills
Capital Markets, Risk Management, Banking, Financial Regulation, Investment Banking, FINRA, Corporate Finance, Financial Services, Structured Finance, Back Office, Financial Institutions, Mergers, Finance, Financial Markets, Fixed Income, Equities, Derivatives, AML, KYC, Operational Risk, Securities, Anti Money Laundering, OFAC
Education
Brooklyn College
The Blackstone Group January 2015 - Present
The Blackstone Group December 2010 - January 2015
The Blackstone Group November 2008 - December 2010
Merrill Lynch August 2006 - October 2008
UBS Investment Bank July 2005 - August 2006
CITIGATE HUDSON – ABN AMRO September 2004 - May 2005
Skills
Strategy, Finance, Financial Reporting, Asset Management, Valuation, Corporate Finance, Financial Modeling, Re-engineering, Financial Analysis, Project Management, Private Equity, Management, Real Estate Private..., Business Strategy, Strategic Finance, Change Management, Hedge Funds, Controller, Business Development, Portfolio Management
Education
Columbia University - Columbia Business School
MBA
City University of New York-Brooklyn College
BS, Accounting, Computer Science
Standard Chartered Bank January 2013 - Present
Standard Chartered Bank March 2012 - January 2013
Standard Chartered Bank February 2010 - March 2012
Merrill Lynch 2006 - 2009
BNP Paribas 2004 - 2006
TGI Office Automation 2000 - 2004
Alliance Capital Management 1998 - 2000
Warburg Pincus 1995 - 1998
Lazard Asset Management 1993 - 1995
Skills
Fixed Income, Middle Office, Operations Management, Securities Regulation, Bloomberg, Derivatives, Capital Markets, Trading, Hedge Funds, Equities, Securities, FX Options, Bonds, Asset Managment, Portfolio Management, Emerging Markets, Trading Systems, Options, Financial Markets, Investment Banking, Mutual Funds, Structured Products, Alternative Investments, Series 99, Asset Management, Finance, Financial Services, Treasury
Education
City University of New York-Brooklyn College
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Covance August 2014 - Present
Goldman Sachs March 2008 - June 2014
Merrill Lynch May 1997 - March 2008
Dean Witter October 1996 - May 1997
Skills
Identity Management, Access Management, Active Directory, Siteminder, Enterprise Architecture, Disaster Recovery, Vendor Management, IT Strategy, Integration, ITIL, Troubleshooting, Management, Strategy, Enterprise Software, Solaris, IT Management, Infrastructure, System Deployment, SDLC, Business Continuity, Leadership, Change Management, Data Center, PMO, Market Data, IT Operations, Governance, Project Portfolio..., Risk Management, Security, Business Analysis, Information Technology
Education
City University of New York-Brooklyn College 1990 — 1995
BS, Psychology
City University of New York-Brooklyn College
Bachelor's degree, Clinical Psychology
Moving-Target Marketing January 2011 - Present
Dominion Investment Group August 2013 - May 2014
MS Family Harley-Davidson Dealerships February 2006 - January 2011
Sinclair Communications 2004 - 2006
Merrill Lynch 2001 - 2004
Skills
Public Relations, Event Planning, Promotions, Graphic Design, Advertising, Online Marketing, Social Media Marketing, Social Media, Marketing Communications, Event Management, Event Marketing, Media Buying, Marketing Strategy, Copywriting, Sponsorship, Media Relations, Media Planning, Online Advertising, Web Design, Marketing, Brand Development, Social Networking, Customer Service, Leadership, Strategic Planning, Sales
Education
City University of New York City College
BA, Economics
Pace University
MBA, Graduate Business
Standard & Poor's December 2010 - Present
Depository Trust Co February 2007 - January 2010
Standard & Poor's 2004 - 2007
Interactive Data 2001 - 2003
Merrill Lynch 2001 - 2002
Bridge Education 1998 - 2000
Smith Barney 1993 - 1995
Skills
Securities, Fixed Income, Trading, Valuation, Securitization, Bonds, Structured Finance, Capital Markets, Derivatives, Risk Management, Structured Products, Financial Markets, Financial Modeling, Financial Analysis, Equities, ABS, Financial Risk, Investment Banking, Bloomberg, Credit Derivatives, Asset Management, Market Data, Hedge Funds, Financial Services, Equity Research
Education
City University of New York City College 1985 — 1989
DeWitt Clinton High School 1982 — 1985
University of South Florida
Ribet and Gordon LLP September 2013 - April 2015
Merrill Lynch January 2013 - July 2013
Year Up September 2012 - June 2013
Skills
Microsoft Excel, Teamwork, Project Management, Finance, Public Speaking, Time Management, Critical Thinking, Data Entry, Microsoft Word, PowerPoint, Photoshop, Business Analysis, MS Excel Pivot Tables, Organization, Equities, Multi Tasking, Spanish-speaking, Spanish Literature, Lacerte Tax, QuickBooks, Wordperfect, ATB for Windows, Trial Balance, Journal Entries, Bank Reconciliation, Compilation Of..., Billing and Invoicing, Spanish, Microsoft Office, Customer Service
Education
City University of New York City College 2014 — 2016
Bachelor of Arts (BA), Electrical Design and Multimedia
Hostos Lincoln Academy High School 2008 — 2012
Recipent of Advanced Regents High School Diploma
CUNY Hostos Community College 2008 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Merrill Lynch January 1985 - Present
Good Housekeeping Institute, Johnson & Johnson, Beecham Products, Gollob Analytical Services June 1972 - June 1985
Skills
Mutual Funds, Financial Advisory, Investment Strategies, Series 7, Investments, Series 63, Series 65, Bonds, IRAs, Options
Education
City University of New York City College 1967 — 1972
BS, Chemistry
BioNJ January 2011 - Present
Anderson House August 2009 - April 2011
Bank of America / Merrill Lynch August 2010 - January 2011
Merrill Lynch September 1998 - May 2009
Hudson General 1985 - September 1998
Skills
Fundraising, Marketing Communications, Contract Negotiation, Event Planning, Pharmaceutical Industry, New Business Development, Customer Service, Vendor Management, Marketing, Event Management, Meeting Planning, Management, Public Speaking, Budgets, Project Planning, Training, Social Media, CRM, Trade Shows, Project Management, Time Management
Education
City University of New York-Brooklyn College
Business Administration; Accounting
Kingsborough Community College
Business Administration; Accounting
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Bank of Tokyo-Mitsubishi UFJ April 2011 - June 2012
Deutsche Bank November 2007 - April 2011
BlackRock September 2006 - August 2007
Merrill Lynch 2004 - 2006
UBS Investment Bank 2004 - 2004
US Trust 2002 - 2003
Level 8 Systems 2001 - 2002
Merrill Lynch 1991 - 2001
Skills
Salesforce.com, Business Process..., Business Analysis, Integration, Outsourcing, CRM, Foreign Exchange, Core Banking, End User Computing, Project Management, Solution Architecture, SDLC, Leadership, Software Development, Agile Methodologies, Vendor Management, IT Strategy, End User Training, Financial Services
Education
Brooklyn College
B.S., Accounting
Jones Lang LaSalle December 2013 - Present
Estee Lauder Inc. December 2005 - June 2013
Jones Lang LaSalle August 2005 - December 2005
Merrill Lynch December 2004 - August 2005
TIAA-CREF 1991 - 2004
Baldwin & Cornelius, P.C. 1989 - 1991
Drexel Burham Lambert 1986 - 1989
SIAC 1985 - 1986
North American Phillies Lighting Co. 1984 - 1985
Long Island Lighting Company 1978 - 1984
Skills
Vendor Management, Process Improvement, Engineering, Facilities Management, Asset Managment, Management, Project Management, HVAC, Electrical Engineering, Program Management, Disaster Recovery, Change Management, Construction, Cross-functional Team..., UPS systems, MS Project, Contract Management, Budgets, Business Process..., Contract Negotiation, Business Analysis, SDLC, Asset Management, Operations Management, Project Planning, Data Center, IT Management, IT Strategy, PMP, Project Portfolio..., Electricians, PMO, Risk Management, ITIL, Process Engineering, Integration, Visio
Education
New York Institute of Technology 1994 — 1998
MS, Energey Management
City University of New York City College 1973 — 1977
BET, Electromechanical
Cisco February 2010 - Present
Hewlett-Packard May 1999 - February 2010
Buller, Owens and Associates (ARIS) December 1995 - May 1999
Unisys March 1995 - December 1995
Merrill Lynch 1989 - 1995
Boy Scouts of America 1985 - 1989
Skills
Start-ups, HP, Telepresence, Program Management, Product Management, Direct Sales, Disaster Recovery, Telecommunications, Storage Area Networks, Salesforce.com, Strategic Partnerships, Account Management, MPLS, Vendor Management, IT Strategy, Security, Demand Generation, Integration, Outsourcing, Business Development, Partner Development
Education
City University of New York City College
Bachelor of Engineering, Mechanical Engineering
John Dewey High School
John Dewey High School
Citi September 2011 - Present
Bank of America Merrill Lynch May 2010 - September 2011
Merrill Lynch September 2005 - August 2010
Connotate Technologies June 2002 - August 2005
Skills
CAB, WPF, Agile Methodologies, Market Data, C#, Multithreading, SDLC, Electronic Trading, Web Services, .NET
Education
City University of New York-Brooklyn College 1997 — 2000
BS, Computer Science
MEC June 2015 - Present
Viacom October 2014 - June 2015
Ocean Fruit September 2012 - September 2014
Merrill Lynch June 2012 - August 2012
TransPerfect February 2011 - January 2012
Skills
Sales, Analysis, Microsoft Office, WordPress, Teamwork, Online Marketing, C++, Web Development, Bloomberg Terminal, Social Media, PowerPoint, SEO, Drupal, Android, Wealth Management, Project Management, Mobile Technology, iOS, Computer Proficiency, Java, Programming, Management, Microsoft Excel, Microsoft Word, English, Social Networking, Marketing, Research, Finance, Financial Analysis, Data Analysis
Education
City University of New York-Brooklyn College 2008 — 2015
Bachelor of Science (BS), Business Management and Finance
HSBC Retail Banking and Wealth Management February 2015 - Present
Bank of America April 2014 - February 2015
JP Morgan Chase & Co. January 2007 - March 2014
Merrill Lynch September 2006 - January 2007
Skills
Portfolio Management, Commercial Banking, Banking, Client Relations Skills, Financial Analysis, Asset Management, Revenue & Profit Growth, Business Development, Credit Analysis, Compliance, AML, KYC, NMLS Licensed, Sales Prospecting, Anti Money Laundering, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Bloomberg Terminal, Public Speaking, Sales Presentations, Social Media, Time Management, Financial Services, Investments
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Finance and Business Management
World News & Information Network April 2002 - Present
Morgan Stanley April 2014 - Present
Gibson December 2012 - May 2014
eFinancialCareers.com March 2011 - December 2012
AARP Financial January 2009 - January 2011
UBS April 2007 - December 2008
Medialink 2005 - 2006
Merrill Lynch 1987 - 2002
Fox Broadcasting July 1986 - October 1987
CBS November 1985 - August 1986
Skills
Writer/editor, Video production, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Speech Writing, Video Production, Mobile Marketing, Ghostwriting, Spanish, CMS, Television News..., Television, Storytelling, Editing, Broadcast, Content Management, Digital Marketing, Journalism, Web Content, Newsletters, Publishing, Magazines, Marketing Communications, Blogging, Copywriting, Publicity, Internal Communications, Editorial, Video, Marketing, Content Strategy, New Media, Social Media Marketing, Entertainment, Digital Media, Strategy, Digital Strategy, Content Development, Corporate Branding, Copy Editing, Integrated Marketing, Communication Training, Online Marketing, Brand Development, Social Networking, Film, Email Marketing
Education
City University of New York City College 1975 — 1978
BA, Psychology
New York University 1971 — 1973
Certificate, Film
Defense Information School 1968 — 1969
Graduated, Journalism/Broadcasting/Communications
Ravena Coeymans Selkirk High School
Verona Realty March 2013 - Present
Prudential Douglas Elliman January 2005 - Present
Florida Home Realty January 2012 - March 2013
Basil Asciutto Associates LLC January 2006 - August 2008
AM Capital LLC 2000 - 2006
commonwealth associates 1993 - 2001
Merrill Lynch March 1969 - December 1993
Skills
Real Estate, Real Estate Transactions, Investment Properties, New Home Sales, Residential Homes, Vacation Homes, Negotiation, Investors, Securities, Foreclosures, Property, Alternative Investments, Mortgage Banking, Brokerage, First Time Home Buyers, Condos, Sales, Due Diligence, Commercial Real Estate, Mortgage Lending, Buyers, Property Management, Real Property, Luxury, Relocation
Education
Bernard Baruch Graduate School of Business 1986 — 1988
Finance, General
City University of New York City College 1963 — 1967
BA, Economics, Finance
CSC May 1996 - Present
Russell Reynolds Associates June 1993 - April 1996
MetLife November 1989 - May 1993
EyeOn Associates March 1988 - October 1989
American Express Travel Related Services Company February 1982 - February 1988
International Paper January 1976 - January 1982
New School for Social Research 1975 - 1977
Merrill Lynch December 1971 - December 1975
Eastern Airlines January 1970 - November 1971
Skills
Management Consulting, Business Process, Business Process..., Business Transformation, Program Management, Quantitative Analytics, Quantitative Risk, Operational Risk..., System Dynamics, Integration, Governance, Leadership, IT Strategy, Risk Management, Change Management, ERP, Training, Consulting, Enterprise Architecture, Analysis, IT Service Management, Enterprise Software, PMP, Management, Strategy, Project Portfolio..., SDLC, Project Planning, Business Strategy, Business Process Design, Start-ups, Outsourcing, Mergers & Acquisitions, Analytics
Education
Colorado Technical University 2010 — 2011
MS in Management, Project Management
Harvard Business School 1978 — 1978
PMD, Program for Management Development
New School University 1975 — 1977
Taught, Graduate Human Resources Masters
New York University - Leonard N. Stern School of Business 1973 — 1975
Some Graduate, Computer Science
City University of New York City College 1965 — 1970
B.A., Psychology and Math
Massachusetts Institute of Technology - Sloan School of Management
Stuyvesant HS
Taproot Foundation 2011 - Present
Financial Planning Association 2009 - Present
Society of Certified Employee Benefits Specialists (CEBS) 2011 - Present
Mass Mutual Financial Group 2011 - 2012
Reich & Tang/Natixis Asset Management 2008 - 2009
Reich & Tang/Natixis Asset Management 2005 - 2008
Merrill Lynch 2005 - 2005
TIAA-CREF 2001 - 2004
TIAA-CREF 1998 - 2001
TIAA-CREF 1994 - 1998
Skills
Strategy, Marketing Communications, Series 7, Project Management, Marketing Strategy, Program Management, Strategic Communications, Marketing, CRM, New Business Development, Budgets, Strategic Planning, Recruiting, Sales, Management, Consulting, Financial Services, Leadership, Digital Marketing
Education
City University of New York-Brooklyn College
BA, Television & Radio
Rutgers University-New Brunswick
Mini-MBA, Digital Marketing
Richards Kibbe & Orbe LLP November 2013 - Present
Sills Cummis & Gross July 2007 - November 2013
Hughes Hubbard & Reed LLP July 2006 - July 2007
McKinsey & Company 1990 - 2006
Merrill Lynch 1988 - 1990
American Express December 1985 - June 1988
Perelson Johnson & Rones July 1983 - December 1985
Skills
Due Diligence, Litigation, Finance, Budgets, Restructuring, Corporate Finance, Mergers, Financial Analysis, Private Equity, Mergers & Acquisitions, Accounting, Business Analysis, Financial Modeling, Negotiation, Corporate Law
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1979 — 1983
BS, Accounting
Wescott Financial Advisory Group, LLC August 2014 - Present
Merrill Lynch August 2012 - July 2014
Senior Law Center September 2011 - June 2012
Ennovance Capital October 2011 - April 2012
Law Offices of Kenneth Panzer January 2007 - July 2007
Skills
Estate Planning, Legal Research, Tax Law, Trusts, Legal Writing, Private Equity, Due Diligence, Westlaw, Estate Tax Planning, Investments, Series 7, Series 66
Education
Villanova Law School, Graduate Tax Program 2011 — 2012
LL.M., Tax Law and Certificate in Estate Planning
City University of New York School of Law at Queens College 2007 — 2010
J.D., Law
The George Washington University 2002 — 2006
B.A., International Affairs
First Data Corporation March 2015 - Present
BNY Mellon November 2013 - March 2015
INTTRA October 2012 - October 2013
Credit Suisse October 2008 - October 2012
Merrill Lynch May 2000 - October 2008
Lehman Brothers 1993 - 1999
Lehman brothers 1993 - 1999
Skills
Project Management, Sybase, Process Improvement, Production Support, Investment Banking, Equities, Capital Markets, Hedge Funds, Fixed Income, Asset Managment, Market Data, Portfolio Management, Derivatives, Options, Financial Risk, Risk Management, Trading, Credit Derivatives, SDLC, Middle Office, Agile Methodologies, Scrum, Quality Assurance, Requirements Analysis, Strategy, Quality Center, User Acceptance Testing, IT Management, Business Requirements, Oracle, System Testing, Microsoft SQL Server, PMP, Software Quality..., Business Analysis, Requirements Gathering, Test Management, Trading Systems, Release Management, Software Project..., PMO, Test Planning, Project Portfolio..., Databases, Management, Vendor Management, Waterfall, IT Strategy, Data Warehousing, QTP
Education
City University of New York-Brooklyn College 1979 — 1984
MS-MPS, Master in IT and Accounting
Brooklyn College
Master's degree, Information Technology
WellPoint January 2010 - Present
New York CMG 2004 - Present
Computer Measurement Group Inc (CMG) 1984 - Present
Consulting June 2009 - January 2010
H W Wilson January 2004 - May 2009
H.W. Wilson Company October 1998 - December 2003
Soberman Software Services September 1984 - September 1998
Engineering Information March 1991 - March 1996
Merrill Lynch 1982 - 1984
Merrill Lynch 1981 - 1981
Skills
Open Systems, Mainframe, Web Applications, Stress Testing, JCL, Employee Relations, Performance Management, Analysis, CICS, COBOL, DB2, VSAM, TSO, Change Management, Web Development, MVS, Coaching, Leadership Development, Scenario Analysis, z/OS, Server Architecture, KPI, Model Validation, Metrics, Front-end Development, Capacity Planning, Disaster Recovery, Vendor Management, Quality Assurance, Application Development, Performance Analysis, Performance Tuning, LoadRunner, SAS, Databases, ITIL, IBM Mainframe, Unix, SDLC, IT Management, SQL, Testing, Enterprise Architecture, PL/SQL, Data Analysis, Linux, Integration, Operating Systems, IT Service Management
Education
City University of New York City College 1972 — 1974
MS
City University of New York City College 1968 — 1972
BS
ARCA January 1999 - Present
Compuflex September 1997 - August 1998
Compuflex January 1996 - August 1997
Compuflex May 1995 - December 1995
Merrill Lynch August 1994 - April 1995
Skills
Leadership, Executive Management, Mergers & Acquisitions, Growth Strategies, Product Development, New Business Development, Strategic Planning, Business Development, Operations Management, Process Improvement, Strategy, Sales Management, Start-ups, Change Management, Product Management, Contract Negotiation, Integration, Negotiation, Customer Service, Lean Thinking, Marketing Strategy, Cross-functional Team..., Cash Automation, Cross-border M&A, Team Leadership
Education
Heriot-Watt University 1997 — 1998
Masters coursework, Brewing & Disilling
City University of New York City College 1995 — 1997
B.S., Chemistry
New College of Florida 1991 — 1994
B.A., Literature & Religion
Davidson College 1990 — 1991
Humanities
Pensacola High School, International Baccalaureate Program 1988 — 1990
High School, IB Program
Bell Leadership Institute
The Leader’s Roundtable Master Class
MIT Enterprise Forum
Certificate of Completion, Leadership and Entrepreneurship
Systematic Solutions 2009 - Present
See below 2009 - Present
Merrill Lynch 2002 - 2008
Goldman Sachs 1995 - 2001
Lipper 1981 - 1995
Education
Stony Brook University 2009 — 2009
PM+ Certificate, Project Management
City University of New York-Brooklyn College 1962 — 1967
BA, Psychology
Saint John's University
PD, Psychology
The New School
MA, Psychology
Credit Suisse January 2003 - Present
Merrill Lynch 2000 - 2001
Computer Associates, Inc January 2000 - August 2000
Millennia 3 1997 - 2000
Lehman Brothers 1993 - 1997
Comdisco 1984 - 1993
Merrill Lynch 1980 - 1982
ADP- Brokerage Services Division January 1980 - December 1981
Skills
REXX, JCL, Visual Basic, PHP, ISPF, Mainframe, z/OS, Programming, Software Installation, TSO, MVS, IBM Mainframe, PL/1, HTML, JavaScript, Disaster Recovery, Databases, Data Center, SDLC, SOA, Unix, DB2, Data Warehousing, Database Design, Websphere, SQL, Sybase, Operating Systems, CICS, Distributed Systems, Systems Analysis, Testing, Oracle, Enterprise Architecture, Requirements Analysis, AIX, Software Project..., Unix Shell Scripting, COBOL, VSAM, BMC Patrol, Performance Tuning, WebSphere MQ, Visio, Systems Programming, Data Modeling
Education
New York University
MS, Computer Science
City University of New York City College
BS, Computer Science
Bronx HS of Science
Academic
Firmenich March 2015 - Present
Citi October 2012 - February 2015
UBS Wealth Management May 2007 - October 2012
Knight Capital Group January 2003 - May 2007
Merrill Lynch July 2000 - January 2003
Vanstar 1995 - 1999
Skills
Incident Management, ITIL, Certified Scrum Master..., Vendor Management, Change Management, IT Service Management, IT Management, IT Strategy, IT Operations, Data Center, Outsourcing, Project Portfolio..., Project Delivery, Service Delivery, IT Outsourcing, Infrastructure, Release Management, Business Analysis, Foreign languages club..., Volleyball, Table Tennis, Chess, Badminton, Cardio Kickboxing, Ballroom Dance, Swing Dance, Waltz, Tango, Salsa, Sla, Technical Support, XP, Mentoring, Project Management, Problem Management, Software Documentation, Disaster Recovery, System Deployment, Offshoring, SDLC, SLA
Education
City University of New York City College 2010 — 2015
MBA, Business Administration
Military Academy of Land Forces 1987 — 1990
Military Science, Armoured Vehicles
Liceul Militar Tudor Vladimirescu Craiova 1983 — 1987
Diploma de Bacalaureat, Math and Physics
Bank of America June 2013 - Present
Bank of America February 2009 - June 2013
Merrill Lynch November 2006 - February 2009
Scholastic February 1998 - October 2006
Skills
Space Planning, AutoCAD, Process Engineering, Data Analysis, Facilities Management, Allocations, Microsoft Office, Real Estate, Architecture, Analysis, Requirements Analysis, Testing, Corporate Real Estate, MS Project, Process Improvement, PowerPoint, Excel, Facilities Planning, Planning, Word, Visio, Outlook, Change Management, Team Building, Problem Solving, Customer Service, Operations Management, CAD, Microsoft Excel, Space-planning, Software Documentation, Project Planning, Space planning, Strategy, Strategic Planning, Vendor Management, Project Management, Training, Contract Management, Budgets, Risk Management, Program Management, Contract Negotiation, Business Analysis, Architectures, Finance, Business Process..., Asset Management, Project Coordination, Management
Education
Pratt Institute
MS, Facilities Management
City University of New York City College
BS, Architecture
Merrill Lynch October 2009 - Present
UBS Financial Services April 2007 - October 2009
Neiter and Sherman January 1980 - June 1990
Education
Southwestern Law School 1977 — 1980
J.D., Law
City University of New York-Brooklyn College 1972 — 1977
B.A., Political Science; Public Speaking
Merrill Lynch ContractorIBM1998 - Present
Merrill Lynch 2000 - 2009
Donaldson, Lufkin & Jenrette February 1990 - July 2000
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1997
Crocker Bank Int'l 1984 - 1990
Education
City University of New York-Brooklyn College 1974 — 1980
anthropology, anthro, comp psych
the new york times 1980 - 1999
pubic service insurance 1987 - 1988
Harper Collins 1985 - 1987
harper collins 1985 - 1987
MONYork June 1982 - July 1985
magi 1983 - 1985
mutual of new york 1982 - 1984
continental insurance 1978 - 1982
merrill lynch 1970 - 1973
Merrill Lynch August 1967 - May 1970
Education
New York University 1978 — 1980
City University of New York-Brooklyn College 1971 — 1973
computer programming
Pace University - Lubin School of Business 1971 — 1973
real estate & insurance
Own Account June 2010 - Present
Dō Consulting Inc. April 2015 - Present
Self-employed January 2007 - Present
AXA Advisors February 2015 - March 2015
Liberty Mutual Insurance 2006 - 2006
GE Capital 2004 - 2006
Arch Insurance Group 2003 - 2004
International Computer Engineers, Inc. 1996 - 2003
Merrill Lynch 2000 - 2001
Deutsche Bank 1999 - 1999
Skills
Project Management, Options, Options Strategies, Equity Trading, Stock Trading, Start-ups, Team Building, Business Development, Entrepreneurship, Leadership, Team Leadership, Outsourcing, Program Management, Public Speaking, Software Quality..., Risk Management, Teamwork, User Acceptance Testing, Tennis, Equities, Integration, Financial Services, Business Analysis, Finance, Management, SDLC, Trading Systems, Trading, Consulting
Education
Online Trading Academy 2011 — 2014
Dale Carnegie Training 2010 — 2010
New York University - Polytechnic School of Engineering 1984 — 1986
Bachelor's Degree, Electrical and Electronics Engineering
City University of New York City College 1983 — 1984
Mechanical Engineering
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Coldwell Banker Preferred June 2015 - Present
RAFAHOMES June 1995 - Present
RAFAPhotos February 2011 - September 2015
AAHIS - All American Home Inspection Services, Inc. 2000 - 2010
Merrill Lynch 2000 - 2000
Pfizer 1997 - 2000
Vanstar 1996 - 1997
Natwest Markets 1996 - 1997
Morgan Stanley 1996 - 1996
Bell Atlantic Business Systems Services 1995 - 1996
Skills
Digital Photography, Photography, Teamwork, Servers, Leadership, Management, Windows Server, Networking, Microsoft Office, Photoshop, Social Media, Troubleshooting, Property Management, Real Estate, Investment Properties, Entrepreneurship, Strategic Planning, Customer Service, Microsoft Excel, Program Management, Team Leadership, Negotiation, Project Management, Marketing
Education
New York Institute of Technology 1990 — 1995
Engineering
City University of New York City College 1989 — 1991
Engineering
Wm E Grady
Creative Backup Care Options LLC October 2014 - Present
Children's Choice Learning Centers April 2011 - July 2013
Work Options Group/Bright Horizons February 2006 - April 2011
Harris Rothenberg International February 2005 - February 2006
Ceridian November 2004 - February 2006
Fusaro & Associates April 2003 - November 2004
Merrill Lynch September 1994 - March 2003
Skills
Human Resources, Organizational..., Work Life Balance, Account Management, Leadership Development, Coaching, Organizational..., Team Building, Employee Benefits, Performance Management, Public Speaking, Employee Engagement, Talent Management, Strategic Planning, Training, Employee Relations, Executive Coaching, Culture Change, Leadership, Recruiting, Program Management, Budgets, Staff Development, Workshop Facilitation, Strategy, Career Development, Management, Career Counseling, Consulting, Healthcare, Personnel Management, Onboarding, Conflict Resolution, CRM, Time Management, Strategic Communications, Proposal Writing
Education
Cornell University
Human Resources Management Certificate
Fordham University
Masters of Science
Brooklyn College
Bachelor of Arts, Education
United States Patent and Trademark Office March 2013 - Present
QEL Systems Services January 2003 - Present
Merrill Lynch October 2004 - March 2008
Fidessa May 1999 - October 2004
RBC Capital Markets 2004 - 2004
SIAC July 1997 - April 1999
Skills
SOA, MyBatis 3, REST, JSON, Java, Web Services, Jackson, Tomcat, Apache, Spring, SOAP, XML, Axis2, Oracle, MySQL, SQL
Education
Brooklyn College 1990 — 1996
B.S., Computer and Information Science
Natixis - U.S. Wholesale Bank November 2014 - Present
Deloitte January 2011 - October 2014
IDT October 2004 - May 2009
Merrill Lynch June 2001 - August 2001
Skills
Tax, Financial Services, Securities, Financial Advisory, Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Tax Accounting, Internal Controls, SEC filings, Due Diligence, Corporate Tax
Education
City University of New York-Brooklyn College 2007 — 2011
BS, Accounting
The Johns Hopkins University - Carey Business School 2000 — 2003
MBA, Finance
Ner Israel College 1996 — 2000
BTL
Securities & Exchange Commission September 2013 - Present
Ally Financial Inc. September 2011 - September 2013
CIT Group November 2010 - September 2011
Moore Capital Management January 2007 - January 2009
Bank of America 2002 - 2006
Columbia University 2002 - 2006
Bear Stearns 1999 - 2000
Smith Barney 1996 - 1998
Merrill Lynch 1987 - 1989
Bell Laboratories 1979 - 1986
Education
Canarsie High School
Academic
City University of New York City College
B. S., Physics
New York University
M.S., Ph.D., Physics
Bloomberg L.P. July 2010 - Present
HITEC (Hispanic IT Executive Council) 2008 - 2011
UBS Wealth Management Research 2006 - 2010
UBS Global Asset Management 2003 - 2006
Merrill Lynch 1998 - 2003
Skills
Investment Research, Research Distribution, Wealth Management, RiXML, Business Analysis, Product Management, CRM, Vendor Management, Strategy, Analysis, Business Intelligence, Management, Project Management, Business Development, Fixed Income, Change Management, Equities, E-commerce, Capital Markets, Marketing, IT Strategy, Product Development, Sales, Latin America, International Business, Foreign Currency, Commodity, Economics, Technical Analysis, Energy
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Finance / Int'l Business
City University of New York City College 1974 — 1979
BEME, Mechanical Engineering
CONZERGE.COM June 2013 - Present
Neuberger Berman November 2004 - Present
Merrill Lynch NY, NY March 2004 - November 2004
GoCollect.com NY,NY March 2000 - February 2004
E-Tim 2004 - 2004
Sullivan & Cromwell LLP 1999 - 2000
US Interactive NY NY November 1998 - June 1999
Banco Santander NY, NY March 1998 - November 1998
Belzberg Technologies NY, NY October 1997 - March 1998
Merrill Lynch March 1997 - October 1997
Education
City University of New York City College 1987 — 1991
BS, Economics
Pace University
MS IS, Information Systmes
MPC Capital Advisors, LLC February 2014 - Present
Clearbrook Global Advisors, LLC March 2011 - February 2014
Madison Portfolio Consultants December 1990 - March 2011
Asset Consulting Group December 1989 - December 1990
Prudential Financial December 1985 - December 1989
Merrill Lynch December 1975 - December 1985
Skills
Private Equity, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Asset Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
City University of New York-Brooklyn College 1972 — 1978
BA, Economics
Fifth Third Bank August 2015 - Present
Guardian Life Insurance Company of America December 2002 - December 2014
FS-ISAC 2006 - November 2014
Merrill Lynch 2001 - 2002
Internet Security Systems, Inc. 2000 - 2002
CSFB Direct 2000 - 2001
Citi 1994 - 1998
Chase 1989 - 1994
Skills
Enterprise Risk..., Risk Management, Information Security..., Physical Security, Counterterrorism, Crisis Management, Business Resilience, Operational Risk..., Reputational Risk, Fraud Detection, Private Investigations, Information Security, Executive Management, Criminal Investigations, Risk Analytics, Risk Modeling, First Aid, Crisis Communications, GLBA, Security, IT Audit, Business Continuity, Fraud, PCI DSS, Privacy Law, Security Awareness, Investigation, Security Management, Business Continuity..., Financial Services, ISO 27001, Executive Protection, Vulnerability Management, Governance, Computer Security, Risk Analysis, Operational Risk, Security Architecture..., Protection, Data Privacy, Homeland Security, Cybercrime, Privacy Compliance, Financial Risk, IT Risk Management, Risk Assessment, Security Audits, Vulnerability Assessment, CISA, B2B
Education
American College of Forensic Examiners Institute
Certification in Homeland Security - Level III, Forensics and Homeland Security
Information Systems Audit and Control Assocation
Certification in Information Security Management, Information Security
City University of New York-Brooklyn College
Bachelor's Degree, Cum Laude Honors in Pre-Law / Political Science with additional concentrations in Computer Science
American Red Cross
Certification in Adult First Aid, CPR and AED
FBI, Quantico VA
Domestic Security Executive Acadamy
Merrill Lynch January 2013 - Present
Credit Suisse June 2012 - December 2012
Credit Suisse July 2009 - June 2012
Och Ziff Capital Management September 2007 - April 2009
BarnesandNoble.com June 2004 - September 2007
Skills
.NET, WPF Development, C#, SQL, Web Services, ASP.NET, Software Development, Agile Methodologies, Visual Studio, Databases, WPF, Microsoft SQL Server
Education
City University of New York-Brooklyn College 2004 — 2006
Bachelor's Degree, Computer & Information Science
City University of New York City College 2002 — 2004
Computer Science
New York Life Insurance Company January 2013 - Present
ADP July 2008 - January 2013
Merrill Lynch March 1997 - July 2008
Lehman Brothers June 1996 - March 1997
Banker's Trust Co February 1993 - June 1996
Skills
Vendor Management, SDLC, Business Analysis, SaaS, Process Improvement, Outsourcing, Disaster Recovery, Enterprise Architecture, Program Management, Change Management, Enterprise Software, Risk Management, Business Strategy, Trading Systems, IT Management, Architecture, IT Strategy, Business Continuity, Data Center, Virtualization, IT Infrastructure..., PMP, Fixed Income, Cloud Computing, Team Leadership, Market Data, Technical Leadership, Strategic Leadership, Team Management, Strategic Thinking, Financial Services, Management, Portfolio Management, Information Architecture, Distributed Systems, Enterprise Mobility, Enterprise Storage, Executive Management, PaaS, IaaS, Help Desk Implementation, Support Services..., Mainframe, Operating Systems, ITIL v3 Foundations..., ISO, CMMI
Education
City University of New York-Brooklyn College 1983 — 1988
BS, CIS
Juvenile Firesetter Prevention Program 2014 - Present
Ambac Financial Group April 2012 - Present
Fair Lawn Fire Department 2008 - Present
Citigroup June 2010 - April 2012
Ambac Financial Group January 2005 - September 2009
Ambac Financial Group January 2000 - January 2005
Ambac Financial Group April 1997 - January 2000
Merrill Lynch May 1995 - April 1997
Skills
Fixed Income, Business Analysis, Risk Management, Derivatives, Market Data, Financial Risk, Data Warehousing, Equities, Trading Systems, PL/SQL, Data Modeling, Portfolio Management, Bloomberg, Bonds, Integration, Business Intelligence, Database Design, Sybase, Investment Banking, Trading, Requirements Gathering, Finance, Databases, SDLC, Prime Brokerage, Middle Office, Securitization, Reinsurance, Securities, Reference Data, Software Development, Valuation, SOX, Risk, Compliance, Accounting, FINRA, TRACE, Security Master, ITIL Certified, ITIL v3 Foundations..., Market Risk, Structured Finance, Structured Products, Sarbanes-Oxley Act, Security, Trace
Education
City University of New York Graduate Center
Master of Science
City University of New York-Brooklyn College
Bachelor of Science
Bergen County Fire, Law, and Public Safety Academy
New York Institute of Finance
Odessa State Polytechnic University
UBS Investment Bank 2004 - Present
Paine Webber June 2000 - August 2001
Merrill Lynch June 1999 - August 1999
Skills
Program Management, Leadership, Training, Project Management
Education
City University of New York City College 2005 — 2009
MA, Economics
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Finance, Entrepreneurship and Emerging Enterprises
Urbanlabz August 2015 - Present
Intralinks January 2013 - August 2015
PE-Nexus (acquired by Intralinks) July 2010 - December 2012
Sensei, Inc. June 2007 - December 2010
Lehman Brothers November 2005 - June 2007
Merrill Lynch February 2001 - April 2005
Modelwire, Inc February 2000 - February 2001
Merrill Lynch June 1999 - February 2000
Skills
Software Development, Solution Architecture, Enterprise Architecture, Agile Methodologies, SOA, Java, Amazon Web Services..., Business Analysis, Start-ups, IT Strategy, Integration, SaaS, Java Enterprise Edition, Team Management, Business Intelligence, Databases, E-commerce, Mobile Devices, Team Leadership, Linux, Mobile Applications, Leadership, Product Management, Executive Management
Education
City University of New York-Brooklyn College 1990 — 1993
Currently pursuing employment opportunities Senior Information Officer, AIG Commercial Property CasualtyAIGOctober 2005 - July 2014
Guardian Life Insurance 2003 - 2005
Mellon HR Solutions Outsourcing Subsidiary 2002 - 2003
Prudential Financial 1999 - 2002
Prudential Financial 1997 - 1999
Merrill Lynch 1990 - 1997
Skills
Project Planning, Project Management, Turnaround Specialist, Start-up Environment, Team Building, Vendor Management, Leadership, Management, Change Management
Education
City University of New York City College
Bachelor of Science (B.S.)
Bank of America September 2009 - Present
Merrill Lynch March 1998 - September 2009
Skills
Fixed Income, Portfolio Management, SDLC, Risk Management, Data Warehousing, Credit Derivatives, Investment Banking, Equities, Vendor Management, Credit, Banking, Capital Markets, Trading Systems, Financial Services, Credit Risk, Derivatives, Market Data, Business Analysis, Quantitative Finance, IT Strategy, Electronic Trading, Market Risk, Financial Risk, Finance, Sybase, Requirements Analysis, FX Options, Options, Prime Brokerage, Equity Derivatives, Trading, Bloomberg, Middle Office, Hedge Funds, Securities, Bonds, Financial Markets, Operational Risk, Collateral Management, Basel II, Production Support, Commodity, Relationship Management, Asset Management, Wealth Management, Alternative Investments
Education
City University of New York-Brooklyn College 1990 — 1994
Bank of America January 2008 - Present
NYU Medical Center March 2007 - December 2007
Merrill Lynch 1998 - 2006
Skills
VMware, Citrix, Vendor Management, SCCM, ITIL, Active Directory, Windows Vista, Application..., XP, Group Policy, Program Management, Novell, Disaster Recovery, Windows Server, Servers, Desktop Computers, Business Analysis, Microsoft Certified..., DNS, Windows 7
Education
City University of New York City College 1992 — 1994
MS, Electrical Engineer
JetBlue Airways November 2011 - Present
DOE 2010 - Present
UDI MANHATTAN December 2008 - December 2011
MERRILL LYNCH June 2007 - December 2008
Education
City University of New York City College 2002 — 2007
Bachelor of Science (BS), Electrical Engineering
Merrill Lynch September 2006 - Present
Skills
Unix, Solaris, Veritas Volume Manager, Red Hat Linux, Disaster Recovery, Data Center
Education
City University of New York-Brooklyn College 1998 — 2002
Credit Suisse April 2004 - Present
TD Waterhouse 2002 - 2004
Morgan Stanley 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Enterprise Architecture, Disaster Recovery, IT Strategy, Vendor Management, SDLC, IT Management, Solution Architecture, Business Continuity, IT Service Management, Integration, Infrastructure, Microsoft SQL Server, Data Center, Virtualization, System Deployment, Trading Systems, IT Operations, Active Directory, Software Project..., Project Portfolio...
Education
City University of New York City College 1995 — 1997
BA, Computer Science
Merrill Lynch ConsultantCarmen WIlliams, Incorporated2004 - 2004
New York University Professional Bookstore 1996 - 2000
Education
New York Law School 2000 — 2003
City University of New York City College 1984 — 1993
BA, Political Science
Merrill Lynch IS DirectorThornton TomasettiMay 1984 - June 1998
Skills
Enterprise Architecture, Fixed Income, Disaster Recovery, Investment Banking, SDLC, Market Data, Trading Systems, Vendor Management, Equities, Risk Management, Data Center, IT Strategy
Education
City University of New York City College 1982 — 1984
Master, Civil Engineering
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
Aetna June 2012 - Present
Knights of Pythias 1990 - Present
SEIU Local 32BJ December 2011 - March 2012
Merrill Lynch July 2011 - December 2011
Coleman Research Group October 2009 - January 2011
IBM June 1997 - April 2009
Aetna April 2005 - December 2008
UPS June 1997 - March 2005
PricewaterhouseCoopers LLP 1999 - 2001
Pathmark Stores, Inc. January 1986 - May 1997
Skills
Diagramming, Gap Analysis, SDLC, Documentation, Process Mapping, Business Analysis, Business Process, Requirements Gathering, Requirements Management, Requirements..., Testing, User Acceptance Testing, Use Case Analysis, Software Documentation, Business Process Mapping, Requirements Analysis, Requirement..., Business Process..., Management, Business Process Design, Data Modeling, Solution Architecture, Quality Assurance, Databases, Business Requirements, Process Improvement, CRM, SQL, Analysis, Project Management, Data Analysis, Visio, Software Project..., Waterfall, Test Planning
Education
Monmouth University 1984 — 1985
Computer Science
City University of New York-Brooklyn College 1979 — 1981
Computer Science
University at Albany, SUNY 1974 — 1978
BS, Biology
Always Matter May 2015 - Present
Weil, Gotshal & Manges LLP April 2011 - April 2015
Life Noted January 2008 - April 2015
Nexant April 2008 - January 2009
Credit Suisse February 2006 - July 2007
Merrill Lynch January 2005 - January 2006
Morgan Stanley January 1998 - August 2001
Skills
Editing, Project Management
Education
City University of New York City College 2002 — 2007
Bachelor of Arts (B.A.), Theatre/Theater
Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch 2005 - 2011
Bank of America Merrill Lynch 2005 - 2011
Merrill Lynch October 2005 - June 2009
NASD 2005 - 2005
Oppenheimer & Co. 2003 - 2005
McGuire & Associates 2001 - 2003
Merrill Lynch 2000 - 2001
Kings County District Attorney 1995 - 2000
Kings County District Attorney's Office 1995 - 2000
Skills
Securities Regulation, Securities Litigation, Arbitration, FINRA, Securities, Litigation, Commercial Litigation, Corporate Governance, Licensing, Criminal Law, AML, Legal Compliance, Corporate Law, Fraud, Legal Research, Internal Investigations, Legal Assistance
Education
Quinnipiac University School of Law 1992 — 1995
City University of New York-Brooklyn College 1985 — 1990
BA, History
AIG April 2013 - Present
AIG February 2012 - April 2013
United States Tennis Association September 2009 - February 2012
Merrill Lynch December 2006 - February 2009
Integrated Packaging Corporation May 2001 - December 2006
Avanti Case Hoyt September 1999 - May 2001
Integrated Packaging Corporation June 1997 - September 1999
Walker International Transportation, LLC May 1993 - May 1997
Skills
Vendor Management, Leadership Development, Strategic Planning, Organizational..., Diversity & Inclusion, Supplier Diversity, Human Resources, Business Strategy, Leadership, Management Consulting, Management, Program Management, Contract Negotiation, Nonprofits, Sourcing, Procurement, Cross-functional Team..., Strategy, Training, Recruiting, Strategic Partnerships, Marketing, New Business Development, Marketing Strategy, Public Speaking, Sales, Employee Engagement, Policy, Team Building, Performance Management, Change Management, Analysis, Employee Relations, Coaching, Talent Acquisition
Education
City University of New York City College
Bachelor of Arts (B.A.) Magna Cum Laude, Liberal Arts and Sciences/Liberal Studies
Credit Suisse October 2013 - Present
RBC Capital Markets April 2011 - October 2013
BNP Paribas March 2010 - March 2011
Credit Suisse Group February 2008 - March 2010
Merrill Lynch October 2007 - February 2008
Goldman Sachs August 2006 - October 2007
Credit Suisse Group May 2004 - August 2005
Merrill Lynch August 1997 - May 2004
Information Builders November 1996 - August 1997
Education
City University of New York City College 1990 — 1995
Bachelor of Engineering (BE), Electrical Engineering
Merrill Lynch August 2007 - October 2008
Embassy Suites July 2006 - August 2007
Raccoon Lodge October 1991 - October 2006
Skills
PowerPoint, Invoicing, Budgets, Customer Service, Banking, Project Management, Financial Analysis, Process Improvement, Microsoft Office, Access, Program Management, Accounting, Microsoft Excel, Business Process..., Accounts Receivable, Vendor Management, Investments, Cross-functional Team...
Education
Brooklyn College
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Turnberry Consulting, LLC 2001 - Present
Net2Phone. Inc. 2002 - 2006
Virtual Communities, Inc. 2000 - 2001
Enhance Financial Services Group Inc. 1996 - 1999
First Data Corporation 1991 - 1996
Merrill Lynch 1985 - 1991
AIC Photo, Inc. 1979 - 1985
EF Hutton & Company 1975 - 1979
Oppenheim, Appel & Dixon 1972 - 1973
Skills
Mergers, Financial Analysis, Strategic Planning, Budgets, Due Diligence, Financial Modeling, Investments, Financial Reporting, Management, Change Management, Managerial Finance
Education
Harvard Business School 1973 — 1975
MBA
City University of New York-Brooklyn College 1968 — 1972
BS, Accounting
State of New Jersey Department of the Treasury November 2014 - Present
State of New Jersey Department of Labor December 2011 - November 2014
MetLife September 2011 - December 2011
Scivantage January 2011 - July 2011
BlackRock September 2009 - June 2010
Merrill Lynch January 2009 - April 2009
BlackRock September 2008 - December 2008
Wilentz, Goldman & Spitzer January 2008 - July 2008
Thomson Reuters August 2006 - November 2007
E. Martin Davidoff, CPA, JD January 2005 - August 2006
Skills
Corporate Actions, Accounting, User Acceptance Testing, Requirements Gathering, Portfolio Management, Cost Basis, Securities, Financial Analysis, Equities, Management, Testing, Tax, Business Analysis, Data Analysis, Training, Auditing, Investments, Databases, Requirements Analysis, Analysis, Software Development, Settlement, Invoicing, Finance, Financial Risk, Hedge Funds, Financial Services, Banking, SQL, Forecasting, Mutual Funds, Oracle, Tax Preparation, Trading Systems, Business Requirements, Access, Microsoft Excel, IT Service Management, Sourcing, Software Documentation, Account Reconciliation, Quality Assurance, Process Improvement, Fraud, Derivatives, Fixed Income, SDLC, Bloomberg
Education
City University of New York-Brooklyn College
BS, Computer Science, Mathematics
Middlesex County College
Technical Certificate, Forensic Accounting and Fraud Examination
Rutgers Business School
Master's Degree, Governmental Accounting
Office of the Nassau County Attorney January 2011 - Present
New York State Senate 2009 - 2011
Deloitte & Touche, LLP 2007 - 2009
Merrill Lynch 2006 - 2007
Ryan & Henderson, PC 2002 - 2006
New York State Unified Court System May 2001 - September 2001
United States District Court for the Southern District of New York September 2000 - March 2001
New York State Supreme Court, County of Nassau May 2000 - October 2000
Kopff, Nardelli, & Dopf LLP 1998 - 1999
John Hancock Financial Services September 1997 - January 1998
Skills
Corporate Finance, Litigation, Legal Writing, Corporate Law, Financial Analysis, Risk Management, Civil Litigation, Commercial Litigation, Analysis, Arbitration, Chapter 11 Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Land Use, Commercial Transactions, Municipal Law, Courts, Appeals, Bankruptcy, Securities, Finance, Legal Research, Insurance
Education
Hofstra University - Frank G. Zarb Graduate School of Business 2005 — 2007
MBA, Finance
City University of New York School of Law at Queens College 1999 — 2002
JD, Law
Fordham University 1993 — 1997
BA
Chaminade High School 1989 — 1993
Citi July 2014 - Present
RBC Capital Markets April 2011 - Present
Barclays Capital December 2009 - January 2011
McKinsey & Company October 2007 - April 2008
Goldman Sachs June 2007 - October 2007
Merrill Lynch September 2004 - March 2007
Catholic Charities of the Archdiocese of New York December 2002 - May 2004
Spear, Leads & Kellogg February 1999 - November 2002
NYC Taxi and Limousine Commission April 1996 - February 1999
Skills
Project Management, Microsoft Excel, Equities, Investment Banking, Fundraising, Onboarding, Corporate Events, Concur, Microsoft Office, Space Management, Oral & Written..., Human Resources, Event Planning
Education
City University of New York City College
Emerging Health Information Technology November 2008 - Present
Prudential Financial July 2008 - March 2010
Lehman Brothers January 2005 - March 2008
Lehman Brothers January 2004 - January 2005
Lehman Brothers January 1998 - January 2004
Lehman Brothers July 1991 - January 1998
Showtime Networks March 1990 - July 1991
ADP May 1988 - March 1990
Merrill Lynch September 1985 - May 1988
Education
City University of New York City College
BS, Math
WorldNow 2008 - 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2000 - 2006
Merrill Lynch 1998 - 2000
Skills
Finance, Auditing, Microsoft Excel, Financial Analysis, Microsoft Word, Online Advertising, Social Media Marketing, Business Analysis, Digital Marketing, Social Media, Excel, Word
Education
City University of New York City College
Bachelor of Arts (BA), International Studies
SOFIA Technology July 2014 - Present
JPMorgan Chase October 2013 - June 2014
Bank of America Merrill Lynch November 2009 - October 2013
Fidessa Corporation September 2008 - November 2009
Merrill Lynch March 2006 - August 2008
RTTS January 2006 - August 2008
Hotel Trades Council 1998 - 2005
Skills
QTP, SDLC, VBScript, Test Planning, Test Automation, Regression Testing, Software Quality..., Manual Testing, Quality Assurance, Testing, Trading Systems, Agile Methodologies, SQL, Functional Testing, .NET, Integration, HP QTP, HP Quality Center
Education
City University of New York City College 2009 — 2011
MIS, Management Information Systems
City University of New York City College 2001 — 2005
BS in Computer Science, Computer Science
Lubiner & Schmidt, LLC October 2010 - Present
Alonso, Andalkar, Toro, Facher & MacAvoy, P.C. July 2008 - June 2012
Merrill Lynch 2003 - 2008
Datek Online Holdings Inc. / TD Ameritrade July 1999 - April 2003
Lubiner & Schmidt October 1998 - July 1999
Gruntal & Co., LLC June 1994 - October 1998
Shearson Lehman Brothers Inc. October 1977 - June 1994
Smith Barney Shearson 1993 - 1994
Skills
Litigation, Compliance, Securities, SEC reporting, FINRA, Contract Negotiation, Arbitration, Mediation, Legal Research, Corporate Governance, Corporate Law, Securities Regulation, Risk Management, Investment Banking, Due Diligence, Financial Services, SEC filings, Series 24, Licensing, Capital Markets, Securities Litigation, Asset Management, Legal Compliance, AML, Mutual Funds, Commercial Litigation, Equities, Fraud, Series 7, SEC, Investments, Alternative Investments, Hedge Funds, Prime Brokerage, Derivatives, Financial Regulation, Options, Insurance, Investment Advisory, OFAC, Mergers & Acquisitions, Fixed Income, Private Equity, ETFs, USA PATRIOT Act
Education
Pace University School of Law 1977 — 1980
JD, Securities, Corporate Law
Rutgers, The State University of New Jersey-Newark 1976 — 1977
Finance
City University of New York City College 1971 — 1976
BS, History, Political Science
Purchase College May 2014 - Present
Westchester County Department of Public Safety May 2006 - Present
Hudson River Museum August 2012 - April 2014
Dawkins & Associates, LLC May 2007 - July 2012
Conde Nast Publications / The Merrill Corp August 2001 - January 2007
Lebenthal & Co. Inc November 1999 - August 2001
Barnard College July 1996 - July 1999
Sprint Corporation March 1993 - March 1995
Merrill Lynch March 1986 - November 1992
Skills
Editing, Social Media, Digital Media, Non-profits, Event Management, Fundraising, Grant Writing, Community Outreach, Social Media Marketing, Nonprofits
Education
City University of New York-Brooklyn College 1999 — 2000
MA, Public Policy
City University of New York City College 1991 — 1995
BA, English
Merrill Lynch November 2009 - Present
UBS Financial Services August 2006 - June 2008
Verizon Wireless January 2006 - August 2006
ADP 1997 - 2005
Merrill Lynch 1992 - 1997
Patel Consultants Group 1991 - 1992
Datronics Inc. 1979 - 1991
AT&T Bell Laboratories 1976 - 1979
Skills
VSAM, Mainframe, DB2, COBOL, JCL, SDLC, Endeavor, TSO, WebSphere MQ, Requirements Analysis, CICS, Business Analysis
Education
City University of New York City College 1974 — 1976
AAS, data processing
new utrecht high school 1970 — 1974
PSEG October 2013 - Present
Barclays July 2012 - Present
Pfizer October 2011 - Present
UBS Investment Bank April 2011 - September 2011
Almod Diamonds January 2009 - November 2010
Bear Stearns July 2006 - October 2008
Merrill Lynch October 2004 - July 2006
Verizon May 2004 - October 2004
AT&T January 2003 - February 2004
Verizon 2004 - 2004
Skills
Vendor Management, CRM, Management, Process Improvement, Networking, Analysis, Business Analysis, Change Management, Disaster Recovery, Program Management, Sarbanes-Oxley, Business Process, VoIP
Education
Saint John's University 1995 — 1997
MBA, Finance
City University of New York City College 1983 — 1984
Master, Computer Sciences
National Chung Hsing University
BS
HRA January 2009 - Present
Merrill Lynch April 2005 - December 2008
Enterprise Solution Providers December 2003 - March 2005
Metaverse Corporation August 2001 - October 2003
Merrill Lynch August 2000 - August 2001
Solspark/Netgen January 2000 - August 2000
iFrame Technologies 1998 - 1999
Skills
.NET, SOA, Data Modeling, SDLC, WCF, Agile Methodologies, Microsoft SQL Server, Web Services, Enterprise Architecture, C#, Business Analysis, Oracle, Software Project..., Requirements Analysis, Software Development, SQL, ASP.NET, XML, T-SQL, SSIS, Hadoop, HBase, Apache Pig, Hive, JAVA
Education
City University of New York-Brooklyn College 1998 — 2000
Masters, Computer Science
City University of New York-Brooklyn College 1994 — 1998
BS, Computer Science
DoITT February 2012 - Present
TD Ameritrade, NJ 2009 - 2011
Merrill Lynch 2001 - 2008
Bank of America Merrill Lynch 1996 - 2001
Skills
Remedy, Release Management, Quality Assurance, IT Service Management, Compliance, Visio, SharePoint, Incident Management, ITIL, Risk Management, Change Management, IT Management, Software Quality..., Quality Center, Disaster Recovery, MS Project, BMC Remedy, Business Analysis, Integration, SDLC, Business Process..., Vendor Management, Outsourcing, Data Warehousing, Requirements Analysis, Management, Agile Methodologies, PMP, Service Delivery, Project Portfolio..., Testing, Project Management, Enterprise Architecture, PMO, Governance, IT Strategy, Software Project..., Requirements Gathering, Agile Project Management, Business Process, Telecommunications, Resource Management, Infrastructure, Business Intelligence, Solution Architecture, Program Management, Waterfall, SOA, IT Operations, Business Requirements
Education
Brooklyn College
Katharine Gibbs School
Business Administration/Business Law with emphasis on computer technology.
Barclays Capital September 2009 - Present
Bear Stearns June 1995 - April 2009
Bear Stearns 1995 - April 2009
CS First Boston 1986 - 1995
Merrill Lynch 1982 - 1986
Skills
XML, JavaScript, C++, SOAP, Servlets, CSS, ClearCase, Stored Procedures, Ksh, JSP, C, Autosys, SDLC, Perl, Project Management
Education
City University of New York-Brooklyn College 1979 — 1985
MS, Computer science
Merrill Lynch January 1991 - Present
Bank of America 1991 - Present
J.J. Kenny June 1989 - January 1991
Education
New School for Social Research 1976 — 1978
General Psychology
City University of New York City College 1970 — 1976
BS, Psychology
Morgan Stanley July 2013 - Present
Commerzbank AG November 2012 - July 2013
Citigroup March 2011 - November 2012
Barclays Capital / Lehman Brothers January 1994 - April 2011
Manufacturers Hanover / Chase May 1981 - August 1994
Merrill Lynch January 1977 - January 1981
Skills
WebSphere MQ, RV, EMS, Hawk, Cross Platform..., Messaging and message...
Education
City University of New York City College 1970 — 1976
BS CS, Computer Science
Helix Financial Systems January 2004 - Present
Merrill Lynch June 1987 - March 2003
infoManagement inc January 1982 - June 1987
Lambda Technologies July 1978 - December 1982
United Computing Systems June 1975 - July 1978
Con Edison June 1973 - June 1974
Skills
Trading Systems, Fixed Income, SDLC, Investment Banking, Trading, Banking, Securities, Business Analysis, Market Data, Financial Services, Portfolio Management, Equities, Hedge Funds, Risk Management, Derivatives, Prime Brokerage, Program Management, Electronic Trading, Financial Risk, Financial Markets, FX Options, Software Project..., IT Management, Options, Business Process..., Vendor Management, Settlement, Series 7, IT Strategy, Equity Derivatives, Operational Risk..., Capital Markets
Education
Fordham Gabelli School of Business 1985 — 1987
MBA, Management
City University of New York City College 1970 — 1975
BEE, Electrical Engineering, CS
yeshiva rabbi samson raphael hirsch 1958 — 1969
Atlantic Health Systems December 2014 - Present
New York Life Insurance Company June 2008 - Present
508 Securities Inc December 2002 - September 2006
Merrill Lynch July 1990 - January 2002
Skills
Series 63, Series 7, Series 24, Retirement Planning, Securities, FINRA, Equities, Equity Trading, Mutual Funds, Options, Wealth Management, Bonds, Financial Markets, Trading Systems, ETFs, Trading, Risk Management, Uniform Combined State..., Financial Services, Fixed Annuities, Investments, Insurance, Fixed Income, Bloomberg, Hedge Funds, Investment Management, Strategic Financial..., Electronic Trading, Alternative Investments, Investment Strategies, Capital Markets, Investment Advisory, Asset Allocation, Derivatives
Education
City University of New York-Brooklyn College
NYC Board of Education January 2014 - Present
The Main Idea at Camp Walden August 2014 - August 2014
DoIT Help desk May 2013 - June 2013
JCCA May 2011 - January 2013
Merrill Lynch May 2008 - September 2008
Starting Point for Child Care and Early Education June 2004 - September 2004
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Research, Outlook, Public Speaking, Teamwork, Economics, Child Development, Data Entry, Supervisory Skills, Community Outreach, Healthcare, Social Media, Nonprofits, Cpr Certified, Event Planning, Fundraising, Management, Program Management, Social Networking, Team Building, Time Management, Volunteer Management
Education
John Jay College of Criminal Justice 2012 — 2013
Bachelor of Applied Science (BASc), Political Science and Government
City University of New York-Brooklyn College 2007 — 2009
Elementary Education and Teaching
Laguardia Community College 2001 — 2004
Liberal Arts and Sciences/Liberal Studies
Boys and Girls High School 1998 — 2001
High School Diploma, Social Sciences
Bank of America April 2010 - February 2014
Merrill Lynch / Bank of America 2005 - July 2010
Multiplan Inc. 2004 - 2005
Board of Education Retirement System 2003 - 2003
Merrill Lynch 1997 - 2002
Pershing / DLJ 1993 - 1997
columbia presbyterian hospital 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
SDLC, Information Technology, Data Warehousing, Business Analysis, PeopleSoft, Leadership, IT Strategy, MS Project, Vendor Management, Databases, Management, Security, Human Resources, Change Management, ITIL, Requirements Analysis, IT Service Management, SharePoint, Disaster Recovery, Risk Management, Business Process..., Incident Management, Release Management, Quality Center, Strategic Planning, IT Management, Visio
Education
City University of New York City College 1964 — 1968
Bachelor of Science, Education
City University of New York-Brooklyn College
Master of Science, Education
New York University
Computer Science
JP Morgan Chase April 2010 - Present
JPMorgan Chase 2010 - 2010
Merrill Lynch 1998 - 2007
Charles Schwab 1997 - 1998
Mount Sinai Medical Center November 1988 - February 1997
Education
Florida Institute of Technology 2008 — 2009
City University of New York City College 1985 — 1990
PMBVentures July 2007 - Present
Independent Consultant January 2006 - June 2007
PMBVenture November 2001 - January 2006
J P Morgan Chase August 2000 - September 2001
CitiGroup March 1999 - June 2000
ING Barings September 1998 - January 1999
American Express Bank January 1998 - August 1998
Prudential Insurance; Paine Webber ;Bankers Trust June 1996 - December 1997
Merrill Lynch February 1995 - May 1996
Skills
SDLC, Start-ups, Requirements Analysis, Derivatives
Education
City University of New York City College 1973 — 1978
B.E., Civil Engineering
Merrill Lynch August 2007 - Present
SunGard December 2002 - August 2007
Lewco Securities Corp January 1981 - December 2001
Education
City University of New York City College 1967 — 1972
BS, Computer Science
RBC Capital Markets January 2010 - Present
Merrill Lynch August 1995 - July 2009
Maimonides Medical Center January 1995 - August 1995
New York City Board of Education Division of School Safety June 1992 - January 1995
Equitable Capital Management Corporation November 1990 - June 1992
Republic Factors Corporation June 1989 - November 1990
New York City Board of Education November 1986 - June 1989
Skills
Financial Services, Strategy, Troubleshooting, Disaster Recovery, Program Management, Portfolio Management, Visio, Requirements Analysis, Project Management, Business Analysis, Project Portfolio..., Governance, PMO, Infrastructure, Asset Management, Capital Markets, IT Strategy, Risk Management, Financial Risk, Vendor Management, Process Improvement, Relationship Management, Change Management
Education
University of Phoenix 2002 — 2003
Information Technology – Accelerated Program
Pace University 2000 — 2001
Information Systems Major
City University of New York City College 1987 — 1989
Liberal Arts and Marketing Studies
Washington Retirement Planning Specialists October 2012 - Present
Morgan Stanley 2010 - 2011
Bank of America 2007 - 2009
Merrill Lynch 1993 - 2007
Skills
Loans, Banking, Portfolio Management, Finance, Investments, Securities, Mutual Funds
Education
City University of New York City College
Bachelor of Science and Bachelor of Architecture, Architecture
Pratt Institute
Masters, Economics and Regional Planning
AIG 2014 - 2015
AIG 2012 - 2014
AIG 2008 - 2012
AIG, Inc February 2004 - October 2008
Merrill Lynch 2000 - 2004
Ernst & Young 1997 - 2000
ABN AMRO 1994 - 1996
Ernst &Young 1991 - 1994
Skills
Internal Controls, Enterprise Risk..., Financial Reporting, US GAAP, Derivatives, Insurance, Banking, Capital Markets, SEC filings, Sarbanes-Oxley Act, GAAP, Due Diligence, Finance, Private Equity, Treasury, Auditing, IFRS, Corporate Finance, Financial Risk, Accounting, Financial Analysis, Financial Modeling, CPA, Cash Management, Mergers & Acquisitions, Risk Management, Sarbanes-Oxley, Financial Accounting, Valuation, Corporate Governance, External Audit, Treasury Management, Revenue Recognition, Consolidation, Financial Services, Tax, Managerial Finance, Executive Management, Internal Audit, Reinsurance, Statutory Accounting, Strategic Financial..., Restructuring, SEC Filings, SOX 404, SEC Financial Reporting
Education
City University of New York-Brooklyn College 1982 — 1987
B.S. Accounting
Lockton Companies April 2007 - Present
Aon Risk Services March 2002 - April 2007
Marsh and McLennan February 1998 - March 2002
Merrill Lynch June 1997 - December 1997
Alexander & Alexander January 1981 - March 1997
Home Insurance Company August 1976 - January 1981
Skills
Brokers, Underwriting, Property & Casualty..., Commercial Insurance, Inland Marine, Reinsurance, Property, Casualty Insurance, Commercial Lines, Professional Liability
Education
Manhattan College 1981 — 1985
MBA, Finance / Mgmt. Info Systems
City University of New York City College
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Bank of America September 2008 - Present
Merrill Lynch July 2000 - July 2008
merrill lynch October 1997 - July 2000
Skills
Video Editing, Video, Post Production, Broadcast, Video Production, Television, Digital Media, Final Cut Pro, Editing, Social Media
Education
City University of New York-Brooklyn College 1992 — 1996
B.A., Multi-Media
Prudential Financial 1999 - Present
Interim Consulting 1996 - 1999
Metropolitan Life Insurance Company 1995 - 1996
Prudential Securities 1993 - 1995
Prudential Securities 1988 - 1993
Merrill Lynch 1983 - 1987
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Leadership, Systems Analysis, Analysis, Financial Services, Process Improvement, Databases, Finance, Vendor Management, Program Management, Visio, Testing
Education
Stevens Institute of Technology
MS-IS
City University of New York City College
BA
Stuyvesant High School 1974 — 1977
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
Merrill Lynch 1992 - 2008
First Fidelity Bancorporation 1988 - 1992
Clapp & Eisenberg 1983 - 1988
Federal District Court, DNJ 1982 - 1983
Skills
Securities Regulation, Securities, FINRA
Education
Rutgers University School of Law - Newark 1979 — 1982
JD with honors, Law
City University of New York City College 1958 — 1962
BA, Psychology
Capital Group Companies 2001 - Present
Merrill Lynch 1996 - 2001
Societe Generale 1995 - 1996
Lehman Brothers 1995 - 1995
Paine Webber 1993 - 1995
Donaldson, Lufkin & Jenrette 1991 - 1993
Skills
Agile Methodologies, Unix, SDLC, Operational Analysis, Databases, Java, Enterprise Architecture, Performance Tuning, VMware, Security, Solaris, Unix Shell Scripting, Data Warehousing, Testing, Perl, Sybase, Oracle, Microsoft SQL Server, Apache, Tomcat, Linux, SOA, SQL Tuning, SQL, Shell Scripting
Education
City University of New York City College
BE, Computer Science
Queens College
graduate school, Computer Science
Women In Need, Inc. May 2012 - Present
1199 National Benefit Fund January 2010 - May 2012
Robert Half Finance & Accounting August 2009 - November 2009
United Business Media January 2008 - June 2009
Global Home Loans September 2001 - December 2007
Merrill Lynch November 1997 - June 2001
Nomura Securities International June 1989 - November 1997
Skills
QuickBooks, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Forecasting, Finance, Auditing, Accounts Payable, Accounts Receivable, Analysis, Budgets, Customer Service, Internal Audit, Invoicing, Management, Microsoft Excel, Microsoft Office, Payroll, Team Building, Training, Variance Analysis, General Ledger, Cash Management, Financial Statements, Journal Entries
Education
New York Real Estate Institute, New York
New York State Real Estate Salesperson License, Real Estate
University of Phoenix
Bachelors of Science in Business, Finance
City University of New York City College
Associates Degree, Accounting
Merrill Lynch April 2007 - June 2009
Morgan Stanley September 2005 - April 2007
UBS Wealth Management September 2003 - August 2005
Merrill Lynch May 1999 - September 2003
Prudential Securities February 1997 - May 1999
Kings County Divers 1979 - 1999
Skills
Risk Management, Financial Analysis, Management, Strategy, Leadership, Equities, Investments, Training, Series 7, Financial Services, Securities, Mutual Funds, Finance, Wealth Management
Education
City University of New York City College 1973 — 1977
Marine Biology
City University of New York-Brooklyn College
Computer science
Mecklenburg County (LUESA) Code Enforcement May 2013 - Present
Penson Financial Services May 2011 - February 2012
Merrill Lynch March 2007 - June 2009
JPMC September 2005 - February 2007
U.S. Clearing Corp. February 2000 - June 2005
GFS & Associates 2000 - 2001
Citibank 1998 - 1999
Skills
Securities, Fixed Income, Equities, Mutual Funds, Asset Managment, Bonds, Cash Management, Financial Markets, Requirements Analysis, Banking, Credit, Loans, Corporate Actions, Accounting, Trading Systems, Business Analysis, Middle Office, Account Reconciliation, Capital Markets, Relationship Management, Asset Management, Bloomberg, Portfolio Management, Trading, Wealth Management, Risk Management, Change Management, Software Documentation, Due Diligence, FX Options, Options, Series 7, Financial Services, Electronic Trading, Finance, Strategic Financial..., Funding, Settlement, AML, Hedge Funds, Financial Analysis, Derivatives, Investment Banking, Investments, Management, Prime Brokerage, Series 63, Corporate Finance, Financial Risk, Financial Modeling
Education
City University of New York-Brooklyn College 1984 — 1986
BA, Music
Merrill Edge October 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - September 2013
Merrill Lynch August 1998 - 2009
The Equitable Life Assurance Society of the United States April 1985 - August 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Financial Risk
Education
City University of New York City College 1975 — 1978
BA, Economics
Bronx High School of Science 1971 — 1974
NDA - New Design Architecture January 2010 - Present
Cablevision 1999 - 2008
Verizon 1986 - 1997
Merrill Lynch 1983 - 1986
Skills
Project Management, Strategic Planning, Business Development, Management, Marketing Strategy, Corporate Communications, Account Management, Photoshop, AutoCAD, Adobe Creative Suite, Corporate Branding
Education
City University of New York City College
Political Science and Government
Dutchess Community College
Paralegal Studies, Law
UPS 1991 - Present
New York Life Insurance Company 1989 - 1991
Merrill Lynch 1984 - 1989
Skills
Vendor Management, IT Strategy, Disaster Recovery, Visio, Integration, Project Management, Telecommunications, SDLC, Business Analysis, Networking, Solution Architecture, Program Management, Enterprise Architecture, Troubleshooting, Process Improvement, IT Management, ITIL, Network Design, Leadership, Data Center, Cross-functional Team...
Education
New York University 1988 — 1990
Computer Programming
Pace University 1984 — 1988
Management & Information Systems
City University of New York-Brooklyn College 1982 — 1984
Computer Science
GE Asset Management March 2014 - Present
Highbridge Capital Management January 2007 - November 2012
Amaranth Group Inc. 2003 - 2006
Merrill Lynch 1982 - 2003
Carr Securities September 1979 - October 1982
Skills
Equities, Fixed Income, Securities, Derivatives, Asset Managment, Options, Back Office, Bonds, Alternative Investments, Corporate Actions, Best Practices, Mentoring, Managing Service..., Hedge Funds, Operations Management, Vendor Management, Financial Services, Asset Management, Market Data, Investments, Risk Management, Financial Risk, Operational Risk, Investment Banking, Settlement
Education
City University of New York City College
BS, Architecture
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2004 - 2006
Skills
Credit Risk, Fixed Income, Capital Markets, Derivatives, Bloomberg, Equities, Risk Management, Hedge Funds, Portfolio Management, Credit Derivatives, Investment Banking, Series 7
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors, Finance
Merrill Lynch August 2003 - Present
Merrill Lynch August 1980 - March 2002
Skills
Residential Homes, Investment Properties, Sellers, Real Estate, Single Family Homes, First Time Home Buyers, Condos, Property Management, Buyer Representation, Rentals
Education
Brooklyn College
Bachelor's degree, Economics
CBS Corporation June 2006 - November 2009
Morgan Stanley May 2005 - February 2006
Chase Bank July 2003 - April 2005
Marsh Inc April 2002 - April 2003
American Express October 2000 - April 2002
Merrill Lynch December 1998 - October 2000
New York Life Insurance September 1995 - December 1998
Skills
Microsoft Project, Microsoft Office, SharePoint, Human Resources, Visio, PeopleSoft, MS Project, Outlook, Spreadsheets, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Budgets, System Administration, Management, Databases, Business Analysis, Project Planning, Team Building, SDLC, Software Documentation, PMO, Leadership, Program Management, ERP
Education
City University of New York-Brooklyn College 2015 — 2016
Master of Business Administration (M.B.A.), Global Business and Finance
Brooklyn College 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration, Law and Real Estate
Kingsborough Community College 2011 — 2013
Associates, Business Administration and Management, General
Ebix 2007 - Present
Crump Insurance January 2007 - June 2007
Morgan Stanley 2002 - 2006
Merrill Lynch October 2000 - December 2001
Merrill Lynch January 1997 - October 2000
Skills
Business Analysis, SQL, Derivatives, Equities, XML, Long-term Care, Universal Life, Microsoft Office, MS-DOS, Software Documentation, Business Intelligence, Insurance, Call Centers, Sales Operations, Sales
Education
Long Island University, Brooklyn Campus 1996 — 1996
Paralegal Certificate
Brooklyn College 1993 — 1995
Kingsborough Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Radio and Television
Merrill Edge July 2015 - Present
Merrill Lynch April 2007 - Present
Merrill Lynch May 2005 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Fixed Income, Equities, Wealth Management, Securities, Options, IRAs, Series 24, Series 65, FINRA, Bonds, Trading, Retirement Planning, Asset Allocation, Insurance, Investment Advisory, Uniform Combined State..., Financial Services, Banking, Finance, Financial Advisory
Education
Liberty University 2012 — 2014
Master's degree, Accounting and Finance
City University of New York City College 1998 — 2001
B.A., Finance
CEVA Logistics January 2013 - Present
Fed Ex Federal Express March 2010 - January 2013
Cort Furniture February 2005 - January 2010
Light Speed Courier Services May 1998 - January 2005
Merrill Lynch November 1994 - March 1998
Lehman Brothers January 1990 - October 1994
Skills
Airports, Aviation, Transportation, Warehousing, Operations Management
Education
City University of New York City College 1985 — 1987
none, Restaurant and Hotel Mgmt
Clara Barton High School
New York City Technical College
Hotel & Restaurant Management
Merrill Lynch September 2014 - Present
Skills
Reinsurance, Risk Management, Financial Risk, Market Risk, Solvency II, Enterprise Risk..., Economic Capital, Operational Risk..., Operational Risk, Credit Risk, Underwriting, Derivatives, Portfolio Management, Insurance, Basel II, Financial Modeling, Fixed Income, Actuarial Science, Capital Markets, Financial Risk..., Risk Modeling, Quantitative Risk
Education
City University of New York - Graduate School
PhD, Mathematics
City University of New York City College
Master of Arts (M.A.), Mathematics
City University of New York-Brooklyn College 1987 — 1990
Bachelor of Science (BS), Mathematics
Merrill Lynch, Global Wealth Management August 2005 - January 2013
City of New January 2005 - August 2005
Merrill Lynch July 1997 - October 2003
Skills
Quickbooks, Accounting, Excel, Outlook, Word, Accounts Payable, Auditing, Microsoft Office, Reconciliations, Customer Service, Administration, Portfolio Management, Teamwork, Accounts Receivable, Volunteer Income Tax..., Investments, System Administration, Fixed Income, Account Reconciliation, Preachtree, Access, PowerPoint
Education
HR Block 2013 — 2013
Income Tax Preparer
Pro-Data 2013 — 2013
Certified Computerized Bookkeeping
Long Island University 2010 — 2012
M.B.A, Finance
City University of New York-Brooklyn College 2007 — 2009
B.S., Accounting
Deutsche Bank 2010 - Present
Merrill Lynch January 2008 - June 2010
Merrill Lynch January 2009 - January 2010
Merrill Lynch March 2000 - December 2008
Lehman Brothers Inc 1987 - 2000
Skills
Middle Office, Securities, Derivatives, Fixed Income, Prime Brokerage, Settlement Services, Collateral Management, Asset Managment, Asset Management, Options, Settlement, Trading, Financial Risk, Portfolio Management, Back Office, Equity Derivatives, Credit Derivatives, FX Options
Education
City University of New York City College 1983 — 1985
Electrical and Electronics Engineering
Handled by...Holly October 2009 - Present
Merrill Lynch March 1987 - June 2008
Skills
Asset Allocation, Series 7, Investments, Series 63, Retirement Planning, Asset Managment, Wealth Management, QuickBooks, Strategic Financial..., Portfolio Management, Retirement, Mutual Funds
Education
City University of New York City College
ms, Education Remedial Reading
City University of New York-Brooklyn College
BA, Psychology & Education
Merrill Lynch December 1994 - Present
Bank of America Merrill Lynch 1994 - Present
AGS INC March 1981 - July 1994
Skills
SOFTWARE RELEASE..., SOFTWARE CHANGE..., Process Improvement CMM, Change Management, Software Configuration..., Process Improvement, Software Lifecycle, Leadership, Cross-functional Team..., Management, Integration, SDLC, CMM, CMMI, Software Documentation, Requirements Analysis, Software Project..., Release Management, Strategic Planning
Education
City University of New York City College
BS, Computer Science
Morgan Stanley December 2003 - Present
AIB June 2000 - December 2003
EY March 2000 - February 2001
Sharp Decisions, Inc October 1999 - February 2000
Swiss Re August 1999 - September 1999
Merrill Lynch May 1999 - July 1999
KPMG US February 1999 - May 1999
Latos & Latos Law Offices September 1998 - January 1999
Goldman Sachs August 1997 - August 1998
Morgan Stanley February 1996 - April 1997
Skills
Virtualization, Equities, Fixed Income, Windows, SharePoint, Alternative Investments, Microsoft Office, Trading Systems, Infrastructure, Disaster Recovery, Citrix, Enterprise Architecture, Vendor Management, Market Data, Business Analysis, SDLC, Risk Management, SQL, Electronic Trading, Servers, System Deployment, Operating Systems, Troubleshooting, Technical Support, IT Strategy, ITIL, IT Management, Information Technology, Networking
Education
City University of New York City College 1993 — 1995
Master's Degree, Electrical and Electronics Engineering
City University of New York City College 1991 — 1993
Bachelor's Degree, Electrical and Electronics Engineering
City University of New York-Hunter College 1989 — 1991
Associate's Degree, General Studies
Pershing September 2006 - June 2012
Refco November 2004 - February 2006
Merrill Lynch October 1984 - October 2004
Skills
Middle Office, Settlement, Securities, Equities, Derivatives, Investments, Municipal Bonds, MBS, Back Office, Process Improvement, Systems Improvement, MBSCC, GSCC, NSCC, Easy Pool, Allocations, MS Suite
Education
City University of New York City College 1978 — 1981
Market Data Services Limited (MDSL) June 2013 - Present
Cantor Fitzgerald April 2007 - March 2012
Pfizer February 2005 - April 2007
Merrill Lynch September 2004 - January 2005
Credit Suisse October 2003 - June 2004
UBS January 1999 - September 2003
IPC Systems February 1998 - July 1998
Verizon January 1985 - September 1997
Skills
Access, Microsoft Excel, Microsoft Word, Ebuy, Computron, Hyperion Pillar, Hyperion Essbase, Cognos, Expense Data Warehouse, Oracle Accounting System, CashPro Online, MDSL, PowerPoint
Education
City University of New York City College
BEE, Electrical Engineering
Polytechnic Institute of New York
MS Management, Business Administration
Self-employed 2009 - 2012
Merrill Lynch March 2005 - September 2008
Education
City University of New York City College
Barclays Investment Bank May 2013 - Present
Nomura Securities October 2011 - March 2013
Morgan Stanley September 2008 - January 2011
Merrill Lynch February 2008 - September 2008
Citi November 2003 - January 2008
Skills
Equities, Securities
Education
City University of New York City College 1997 — 2002
Bachelor's Degree, Economics and Finance
Merrill Lynch 2008 - 2012
Davidsohn Global Technologies, Inc. 1994 - 2012
Skills
SQL, Financial Services, Project Management, Databases, Fixed Income, Disaster Recovery, Program Management, Software Development, Software Documentation, Management, Banking, Financial Modeling, Oracle, Business Analysis, Unix, Derivatives, Securities, Investment Banking, Equities, Mutual Funds, Risk Management, Portfolio Management
Education
Touro College 2005 — 2007
Post Graduate, Accounting and Finance
City University of New York-Brooklyn College
BS, Mathematics
LIU Brooklyn
master's credits, Counselor Education/School Counseling and Guidance Services
cope institute
Bachelor's Degree, programming and software developing