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
Employee
Years
Job
Industry
Marc Maramag Marc Maramag's Merrill Lynch Experience February 2005 - July 2007
Job VP Regulatory and Compliance Audit
Industry Financial Services
Experience
CIT Group August 2013 - Present
TD November 2012 - August 2013
TD Bank, N.A. April 2011 - August 2013
Deutsche Bank August 2007 - April 2011
Merrill Lynch February 2005 - July 2007
National Association of Securities Dealers July 2004 - January 2005
American Express May 2001 - June 2004
Merrill Lynch September 1999 - April 2001
Republic National Bank of New York June 1991 - September 1999
Skills
Risk Management, Regulations, Business, AML, Sarbanes-Oxley Act, Enterprise Risk..., Financial Risk, Internal Controls, Internal Audit, Auditing, Operational Risk, Operational Risk..., Risk Assessment, KYC
Education
City University of New York-College of Staten Island 1999 — 2004
B.S., Accounting
Saint Peter's Boys High School 1988 — 1989
High School Diploma
Wagner College
CIT Group August 2013 - Present
TD November 2012 - August 2013
TD Bank, N.A. April 2011 - August 2013
Deutsche Bank August 2007 - April 2011
Merrill Lynch February 2005 - July 2007
National Association of Securities Dealers July 2004 - January 2005
American Express May 2001 - June 2004
Merrill Lynch September 1999 - April 2001
Republic National Bank of New York June 1991 - September 1999
Skills
Risk Management, Regulations, Business, AML, Sarbanes-Oxley Act, Enterprise Risk..., Financial Risk, Internal Controls, Internal Audit, Auditing, Operational Risk, Operational Risk..., Risk Assessment, KYC
Education
City University of New York-College of Staten Island 1999 — 2004
B.S., Accounting
Saint Peter's Boys High School 1988 — 1989
High School Diploma
Wagner College
Nydia Lupo Nydia Lupo's Merrill Lynch Experience December 2005 - January 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Wells Fargo Advisors Financial Network October 2009 - October 2012
Merrill Lynch December 2005 - January 2009
Merrill Lynch October 1998 - December 2005
Brooklyn College January 1992 - October 1998
Skills
Client Relationships..., Microsoft Office 2010, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Asset Allocation, Mutual Funds, Financial Services, Securities, Event Planning, Organization &..., Public Relations, Business Writing, Asset Management, FINRA
Education
Brooklyn College 1995 — 1998
Business Administration and Management, General
Wells Fargo Advisors, LLC January 2013 - Present
Wells Fargo Advisors Financial Network October 2009 - October 2012
Merrill Lynch December 2005 - January 2009
Merrill Lynch October 1998 - December 2005
Brooklyn College January 1992 - October 1998
Skills
Client Relationships..., Microsoft Office 2010, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Asset Allocation, Mutual Funds, Financial Services, Securities, Event Planning, Organization &..., Public Relations, Business Writing, Asset Management, FINRA
Education
Brooklyn College 1995 — 1998
Business Administration and Management, General
Valerie Pitts Valerie Pitts's Merrill Lynch Experience 1999 - 2005
Job Desktop Support Analyst at Gibbons P.C.
Industry Information Technology and Services
Experience
Gibbons P.C. April 2007 - Present
Kelley Drye & Warren LLP 2005 - 2007
Milberg Weiss 2005 - 2006
UBS Investment Bank 2005 - 2005
merrill lynch 1999 - 2005
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 2000
Salomon Smith Barney 1998 - 1999
Skills
Active Directory, Citrix, Troubleshooting, PowerPoint, Blackberry, Laptops, Printers, Remote Desktop, Outlook, Document Management, Windows 7, Computer Hardware, Microsoft Office, Windows, Software Documentation, Hardware, Microsoft Word, XP, Microsoft Excel, Access, Customer Service, Microsoft Office 2007, Help Desk Support, Adobe Acrobat, System Deployment, Blackberry Enterprise..., SharePoint, Technical Support, Information Technology, Windows XP, VMware, Windows Server
Education
Brooklyn College 1983 — 1987
Gibbons P.C. April 2007 - Present
Kelley Drye & Warren LLP 2005 - 2007
Milberg Weiss 2005 - 2006
UBS Investment Bank 2005 - 2005
merrill lynch 1999 - 2005
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 2000
Salomon Smith Barney 1998 - 1999
Skills
Active Directory, Citrix, Troubleshooting, PowerPoint, Blackberry, Laptops, Printers, Remote Desktop, Outlook, Document Management, Windows 7, Computer Hardware, Microsoft Office, Windows, Software Documentation, Hardware, Microsoft Word, XP, Microsoft Excel, Access, Customer Service, Microsoft Office 2007, Help Desk Support, Adobe Acrobat, System Deployment, Blackberry Enterprise..., SharePoint, Technical Support, Information Technology, Windows XP, VMware, Windows Server
Education
Brooklyn College 1983 — 1987
Sadie Lanzet Sadie Lanzet's Merrill Lynch Experience May 2003 - February 2014
Job Director, Client Service and Operations at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors - RJ Wealth Management February 2014 - Present
Merrill Lynch May 2003 - February 2014
Education
City University of New York-Brooklyn College
HighTower Advisors - RJ Wealth Management February 2014 - Present
Merrill Lynch May 2003 - February 2014
Education
City University of New York-Brooklyn College
Dafina Lovelace Dafina Lovelace's Merrill Lynch Experience 2004 - 2008
Job ExecutiveLevel Leader | Global Business Solutions | Program Management | Marketing Strategy
Industry Medical Devices
Experience
Danaher Corporation 2014 - Present
GRODT Investment Club 2011 - Present
Danaher 2012 - 2014
Danaher 2010 - 2014
Danaher 2011 - 2013
Danaher 2011 - 2012
Merrill Lynch 2004 - 2008
UBS 2000 - 2004
silive.com 1998 - 2000
Skills
Customer Service, Competitive Analysis, Cross-functional Team..., Outbound Marketing, Inbound Marketing, Marketing Strategy, Marketing Communications, Editorial, Kaizen Leadership, Business Strategy, Information Technology, Social Media Marketing, Volunteering, Project Management, Lean Thinking, Process Improvement, Management, Integration, Leadership, Analysis, Product Management, IT Strategy, Strategy, Strategic Planning, Program Management, Business Analysis, Business Process..., Product Development, CRM, Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management, Marketing, Entreprenuership
City University of New York-College of Staten Island 1995 — 2000
Bachelor's Degree, Computer Science
Danaher Corporation 2014 - Present
GRODT Investment Club 2011 - Present
Danaher 2012 - 2014
Danaher 2010 - 2014
Danaher 2011 - 2013
Danaher 2011 - 2012
Merrill Lynch 2004 - 2008
UBS 2000 - 2004
silive.com 1998 - 2000
Skills
Customer Service, Competitive Analysis, Cross-functional Team..., Outbound Marketing, Inbound Marketing, Marketing Strategy, Marketing Communications, Editorial, Kaizen Leadership, Business Strategy, Information Technology, Social Media Marketing, Volunteering, Project Management, Lean Thinking, Process Improvement, Management, Integration, Leadership, Analysis, Product Management, IT Strategy, Strategy, Strategic Planning, Program Management, Business Analysis, Business Process..., Product Development, CRM, Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management, Marketing, Entreprenuership
City University of New York-College of Staten Island 1995 — 2000
Bachelor's Degree, Computer Science
Paul Lieberman Paul Lieberman's Merrill Lynch Experience 1990 - 1993
Job PMO Manager at Bloomberg
Industry Information Technology and Services
Experience
Bloomberg LP May 2003 - Present
JP Morgan Chase 1993 - 2003
Merrill Lynch 1990 - 1993
Pfizer 1985 - 1989
Skills
Requirements Analysis, Business Analysis, Agile Methodologies, Risk Management, Quality Assurance, Software Project..., Disaster Recovery, Vendor Management, Requirements Gathering, Software Development, Management, Project Portfolio..., PMP, Trading Systems, Project Delivery, Project Management
Education
City University of New York-Brooklyn College
Bloomberg LP May 2003 - Present
JP Morgan Chase 1993 - 2003
Merrill Lynch 1990 - 1993
Pfizer 1985 - 1989
Skills
Requirements Analysis, Business Analysis, Agile Methodologies, Risk Management, Quality Assurance, Software Project..., Disaster Recovery, Vendor Management, Requirements Gathering, Software Development, Management, Project Portfolio..., PMP, Trading Systems, Project Delivery, Project Management
Education
City University of New York-Brooklyn College
Loretta Stelmokas Loretta Stelmokas's Merrill Lynch Experience July 1988 - 1998
Job Compliance Officer at AXA Equitable
Industry Financial Services
Experience
AXA Equitable December 1998 - Present
Merrill Lynch July 1988 - 1998
Skills
Series 7, Creative Writer
Education
Brooklyn College
Bachelor of Science (BS), Psychology
Brooklyn College
Bachelor of Arts (B.A.), Economics
Brooklyn College
Paralegal Certification
FINRA
Series 7
AXA Equitable December 1998 - Present
Merrill Lynch July 1988 - 1998
Skills
Series 7, Creative Writer
Education
Brooklyn College
Bachelor of Science (BS), Psychology
Brooklyn College
Bachelor of Arts (B.A.), Economics
Brooklyn College
Paralegal Certification
FINRA
Series 7
Peggy Douglas Peggy Douglas's Merrill Lynch Experience May 1988 - December 1989
Job Executive Administrative Assistant at Philip Morris USA
Industry Consumer Goods
Experience
Philip Morris USA February 1990 - Present
Merrill Lynch May 1988 - December 1989
Education
University of Richmond 2004 — 2006
Certificate in Legal and Policy Studies in Product Liability, Legal and Policy Studies
City University of New York-Brooklyn College 1977 — 1980
Computer Science
University of Richmond
Paralegal Studies
Philip Morris USA February 1990 - Present
Merrill Lynch May 1988 - December 1989
Education
University of Richmond 2004 — 2006
Certificate in Legal and Policy Studies in Product Liability, Legal and Policy Studies
City University of New York-Brooklyn College 1977 — 1980
Computer Science
University of Richmond
Paralegal Studies
Theresa Higgins Theresa Higgins's Merrill Lynch Experience October 1991 - November 1993
Job Account Executive
Industry Marketing and Advertising
Experience
MediMedia USA May 2011 - Present
NeoHealth July 2008 - January 2011
Health Science Communications November 2006 - July 2008
Crescendo Medical Education January 2006 - November 2006
Embryon 2004 - 2006
Euro RSCG Life December 2003 - May 2004
Cardinal Health December 2002 - December 2003
Catalyst Communications June 1997 - December 2002
Merrill Lynch October 1991 - November 1993
Skills
Medical Writing
Education
City University of New York-College of Staten Island
MediMedia USA May 2011 - Present
NeoHealth July 2008 - January 2011
Health Science Communications November 2006 - July 2008
Crescendo Medical Education January 2006 - November 2006
Embryon 2004 - 2006
Euro RSCG Life December 2003 - May 2004
Cardinal Health December 2002 - December 2003
Catalyst Communications June 1997 - December 2002
Merrill Lynch October 1991 - November 1993
Skills
Medical Writing
Education
City University of New York-College of Staten Island
Roberto Gallo Roberto Gallo's Merrill Lynch Experience September 2006 - November 2007
Job Derivatives Operations Analyst at Davidson Kempner Capital Management
Industry Investment Management
Experience
Davidson Kempner Capital Management November 2007 - Present
Merrill Lynch September 2006 - November 2007
Deutsche Bank Securities April 2005 - September 2006
Skills
Derivatives, Settlement, Hedge Funds, Middle Office, Bloomberg, Prime Brokerage, Swaps, Credit Derivatives, Investment Banking, Back Office, Risk Management, Securities, Equity Derivatives, CDS, Banking, Financial Analysis
Education
City University of New York-Brooklyn College 2000 — 2004
BS Business, Management & Finance, Business, Finance, Management
Davidson Kempner Capital Management November 2007 - Present
Merrill Lynch September 2006 - November 2007
Deutsche Bank Securities April 2005 - September 2006
Skills
Derivatives, Settlement, Hedge Funds, Middle Office, Bloomberg, Prime Brokerage, Swaps, Credit Derivatives, Investment Banking, Back Office, Risk Management, Securities, Equity Derivatives, CDS, Banking, Financial Analysis
Education
City University of New York-Brooklyn College 2000 — 2004
BS Business, Management & Finance, Business, Finance, Management
Jean Lundy Jean Lundy's Merrill Lynch Experience September 1998 - July 2008
Job Research Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2010 - February 2013
Merrill Lynch September 1998 - July 2008
Skills
Equities, Fixed Income, Mutual Funds, Analysis, Asset Allocation, Options, Trading, Financial Services, Settlement, Risk Management, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Oasys, Security APL, Risk Assessment, Team Leadership, Financial Advisory, Loans, Finance, Investments, Software Documentation, Corporate Actions, Wealth Management..., Banking, Investment Banking, Mortgage Banking, Retail Banking
Education
New York University 2011 — 2011
Adult and Continuing Education and Teaching
City University of New York-Brooklyn College 1988 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Bishop Loughlin Memorial High School 1984 — 1988
JPMorgan Chase October 2010 - February 2013
Merrill Lynch September 1998 - July 2008
Skills
Equities, Fixed Income, Mutual Funds, Analysis, Asset Allocation, Options, Trading, Financial Services, Settlement, Risk Management, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Oasys, Security APL, Risk Assessment, Team Leadership, Financial Advisory, Loans, Finance, Investments, Software Documentation, Corporate Actions, Wealth Management..., Banking, Investment Banking, Mortgage Banking, Retail Banking
Education
New York University 2011 — 2011
Adult and Continuing Education and Teaching
City University of New York-Brooklyn College 1988 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Bishop Loughlin Memorial High School 1984 — 1988
Yelena Shtyrkalo's Merrill Lynch Experience September 2008 - December 2008
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2009 - Present
Merrill Lynch September 2008 - December 2008
Kohl's Department Stores September 2003 - May 2008
Skills
Research, Customer Service, Classroom Management, Differentiated..., Microsoft Excel, Market Research, Public Speaking, Microsoft Office, Ukrainian, Creative Writing, IEP, Attention To Detail, Negotiation, Child Advocacy, Organization, Communication, Special Education, Curriculum Design, Russian, Problem Solving, Able To Multi-task, Excel, Adaptive, Self Starter, Priority Setting, Scaffolding, Advocacy, Teaching, Management, Event Planning, Leadership, Data Analysis, Strategic Planning, PowerPoint, Social Media, Program Development, Curriculum Development, Microsoft Word, Staff Development, Community Outreach
Education
The College of Saint Rose 2014 — 2015
Master's Degree, Educational Leadership and Administration
Cornell University 2007 — 2009
B.S., Applied Economics and Management
City University of New York-Brooklyn College 2009 — 2011
Masters of Science, Education
NYC Department of Education September 2009 - Present
Merrill Lynch September 2008 - December 2008
Kohl's Department Stores September 2003 - May 2008
Skills
Research, Customer Service, Classroom Management, Differentiated..., Microsoft Excel, Market Research, Public Speaking, Microsoft Office, Ukrainian, Creative Writing, IEP, Attention To Detail, Negotiation, Child Advocacy, Organization, Communication, Special Education, Curriculum Design, Russian, Problem Solving, Able To Multi-task, Excel, Adaptive, Self Starter, Priority Setting, Scaffolding, Advocacy, Teaching, Management, Event Planning, Leadership, Data Analysis, Strategic Planning, PowerPoint, Social Media, Program Development, Curriculum Development, Microsoft Word, Staff Development, Community Outreach
Education
The College of Saint Rose 2014 — 2015
Master's Degree, Educational Leadership and Administration
Cornell University 2007 — 2009
B.S., Applied Economics and Management
City University of New York-Brooklyn College 2009 — 2011
Masters of Science, Education
Michele Keefe Michele Keefe's Merrill Lynch Experience November 1997 - June 2013
Job Senior Executive Assistant
Industry Banking
Experience
JP Morgan June 2013 - Present
Merrill Lynch November 1997 - June 2013
Skills
Administrative..., Business Analysis, Leadership, Project Management, IT Strategy
Education
City University of New York-College of Staten Island 1994 — 1995
Tilden H.S. 1968 — 1972
JP Morgan June 2013 - Present
Merrill Lynch November 1997 - June 2013
Skills
Administrative..., Business Analysis, Leadership, Project Management, IT Strategy
Education
City University of New York-College of Staten Island 1994 — 1995
Tilden H.S. 1968 — 1972
Katarzyna Bastrzyk's Merrill Lynch Experience January 2015 - Present
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2015 - Present
ONE Jeanswear Group August 2014 - January 2015
Nine West Group April 2013 - August 2014
Nine West Group July 2011 - April 2013
MD Sass Investor Services, Inc. January 2011 - May 2011
Merrill Lynch January 2010 - August 2010
Skills
Microsoft Excel, Account Reconciliation, PowerPoint, Finance, SAP, QuickBooks, Financial Analysis, Accounting, Sales, Bloomberg, Training, Management, Access, Payroll
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science and Business Administration, Accounting and Business/Management
Merrill Lynch January 2015 - Present
ONE Jeanswear Group August 2014 - January 2015
Nine West Group April 2013 - August 2014
Nine West Group July 2011 - April 2013
MD Sass Investor Services, Inc. January 2011 - May 2011
Merrill Lynch January 2010 - August 2010
Skills
Microsoft Excel, Account Reconciliation, PowerPoint, Finance, SAP, QuickBooks, Financial Analysis, Accounting, Sales, Bloomberg, Training, Management, Access, Payroll
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science and Business Administration, Accounting and Business/Management
Jackie Aquino Jackie Aquino's Merrill Lynch Experience April 1998 - December 2000
Job Senior Project Manager Technology Services
Industry Financial Services
Experience
RBS April 2006 - Present
SG Cowen October 2005 - April 2006
American Stock Exchange August 2004 - October 2005
Wachovia Securities December 2000 - August 2004
Merrill Lynch April 1998 - December 2000
Skills
Trading Systems, Fixed Income, Equities, Options, Electronic Trading, SDLC, Business Analysis, Financial Services, Banking, Equity Trading, Project Management, PMBOK, Business Requirements, Payment Systems, Bloomberg, Requirements Gathering, SWIFT messages, Budget Forecasts, Strategic Planning, Mutual Funds, SWIFT payments, Financial Risk, Portfolio Management, PMO, Project Portfolio..., Analysis, Distributed Systems, Regulatory Requirements, Mainframe Architecture, Distributed Architecture, Vendor Management
Education
City University of New York-College of Staten Island
Bachelor of Science, Business
Villanova University
PMP Certification Preparation
RBS April 2006 - Present
SG Cowen October 2005 - April 2006
American Stock Exchange August 2004 - October 2005
Wachovia Securities December 2000 - August 2004
Merrill Lynch April 1998 - December 2000
Skills
Trading Systems, Fixed Income, Equities, Options, Electronic Trading, SDLC, Business Analysis, Financial Services, Banking, Equity Trading, Project Management, PMBOK, Business Requirements, Payment Systems, Bloomberg, Requirements Gathering, SWIFT messages, Budget Forecasts, Strategic Planning, Mutual Funds, SWIFT payments, Financial Risk, Portfolio Management, PMO, Project Portfolio..., Analysis, Distributed Systems, Regulatory Requirements, Mainframe Architecture, Distributed Architecture, Vendor Management
Education
City University of New York-College of Staten Island
Bachelor of Science, Business
Villanova University
PMP Certification Preparation
Stella Khalif Stella Khalif's Merrill Lynch Experience 2001 - 2002
Job Sr. Credit Systems Analyst at Bank Hapoalim
Industry Investment Banking
Experience
Bank Hapoalim November 2004 - Present
GE 2002 - 2004
GE Commercial Finance 2002 - 2004
Merrill Lynch 2001 - 2002
ACBS 2000 - 2002
Alltel Information Services 1998 - 2000
Skills
Banking, ACBS, Systems Analysis, SDLC, Business Analysis, Financial Risk, Risk Management, Requirements Analysis, IT Management, Project Management, PMO, Commercial Banking, Commercial Lending, Management, Disaster Recovery, Internet Banking, ITIL, SQL, Databases, Governance, Credit, Vendor Management, User Acceptance Testing, Requirements Gathering, IT Service Management, Software Project..., Analysis, Business Process..., Integration, Program Management, Process Improvement, Business Requirements, Visio, Private Banking, Business Intelligence, Investment Banking, Testing, Portfolio Management
Education
City University of New York-Brooklyn College 1992 — 1997
Bank Hapoalim November 2004 - Present
GE 2002 - 2004
GE Commercial Finance 2002 - 2004
Merrill Lynch 2001 - 2002
ACBS 2000 - 2002
Alltel Information Services 1998 - 2000
Skills
Banking, ACBS, Systems Analysis, SDLC, Business Analysis, Financial Risk, Risk Management, Requirements Analysis, IT Management, Project Management, PMO, Commercial Banking, Commercial Lending, Management, Disaster Recovery, Internet Banking, ITIL, SQL, Databases, Governance, Credit, Vendor Management, User Acceptance Testing, Requirements Gathering, IT Service Management, Software Project..., Analysis, Business Process..., Integration, Program Management, Process Improvement, Business Requirements, Visio, Private Banking, Business Intelligence, Investment Banking, Testing, Portfolio Management
Education
City University of New York-Brooklyn College 1992 — 1997
Carl Nitti Carl Nitti's Merrill Lynch Experience January 2006 - August 2009
Job Blue Star Jets NYC
Industry Airlines/Aviation
Experience
Blue Star Jets 2010 - Present
Merrill Lynch January 2006 - August 2009
Education
Saint John's University 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
City University of New York-College of Staten Island 1996 — 1998
Associate of Arts and Sciences (AAS), Mass Communication/Media Studies
Blue Star Jets 2010 - Present
Merrill Lynch January 2006 - August 2009
Education
Saint John's University 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
City University of New York-College of Staten Island 1996 — 1998
Associate of Arts and Sciences (AAS), Mass Communication/Media Studies
Allison Zuyev's Merrill Lynch Experience December 2005 - November 2009
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2010 - Present
Bank of America November 2009 - July 2010
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Skills
Financial Services, Accounting, Account Reconciliation, Investment Banking, Equities, Fixed Income, Derivatives, Capital Markets, Corporate Finance, FX Options, Auditing, Finance, Financial Modeling, Financial Statements, Journal Entries, Sarbanes-Oxley Act, Valuation
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Accounting/Finance
BMO Capital Markets September 2010 - Present
Bank of America November 2009 - July 2010
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Skills
Financial Services, Accounting, Account Reconciliation, Investment Banking, Equities, Fixed Income, Derivatives, Capital Markets, Corporate Finance, FX Options, Auditing, Finance, Financial Modeling, Financial Statements, Journal Entries, Sarbanes-Oxley Act, Valuation
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Accounting/Finance
Jim Ewart Jim Ewart's Merrill Lynch Experience 1994 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
MLPFS 2002 - Present
Merrill Lynch 1994 - 2002
SG Warburg 1985 - 1994
Sheppardsand Chase (overseas) 1981 - 1985
Deutsche bank Capital Corp. June 1971 - 1981
US Army 1968 - 1971
Skills
Avoiding work of any..., Sleeping in!, Afternoon cocktails on...
Education
School of Hard Knocks 1949 — 2011
PHD, You name it, I studied it!
Brooklyn College 1966 — 1968
MLPFS 2002 - Present
Merrill Lynch 1994 - 2002
SG Warburg 1985 - 1994
Sheppardsand Chase (overseas) 1981 - 1985
Deutsche bank Capital Corp. June 1971 - 1981
US Army 1968 - 1971
Skills
Avoiding work of any..., Sleeping in!, Afternoon cocktails on...
Education
School of Hard Knocks 1949 — 2011
PHD, You name it, I studied it!
Brooklyn College 1966 — 1968
Edward Shamah Edward Shamah's Merrill Lynch Experience June 1986 - June 1996
Job Project manager at Bloomberg
Industry Financial Services
Experience
Bloomberg March 2002 - Present
Oracle Financial Services Software Ltd June 1996 - March 2002
Merrill Lynch June 1986 - June 1996
Skills
Fixed Income Products, Straight Through...
Education
Stevens Institute of Technology 1992 — 1994
M.S., Applied Mathematicts
City University of New York-Brooklyn College
B.S., Computer Science
Bloomberg March 2002 - Present
Oracle Financial Services Software Ltd June 1996 - March 2002
Merrill Lynch June 1986 - June 1996
Skills
Fixed Income Products, Straight Through...
Education
Stevens Institute of Technology 1992 — 1994
M.S., Applied Mathematicts
City University of New York-Brooklyn College
B.S., Computer Science
Robert L. Ienuso Robert L. Ienuso's Merrill Lynch Experience January 1977 - January 1979
Job Systems Analyst and Freelance Author
Industry Information Technology and Services
Experience
Freelance Author December 2013 - Present
Merrll Lynch March 2012 - Present
CSX Transportation October 2011 - March 2012
Merrill Lynch/Bank of America January 1981 - December 2010
North American Philips Corporation January 1979 - January 1981
Merrill Lynch January 1977 - January 1979
Skills
Soft/People Skillsets:, Interim Management, TSO, Mainframe, COBOL, CICS, MVS, z/OS, Process Improvement, IBM Mainframe, JES2, Endeavor, Team Building, ITIL
Education
City University of New York-Brooklyn College
Bachelor of Science, Psychology and Health
Various
Training, Education and Certifications:
Freelance Author December 2013 - Present
Merrll Lynch March 2012 - Present
CSX Transportation October 2011 - March 2012
Merrill Lynch/Bank of America January 1981 - December 2010
North American Philips Corporation January 1979 - January 1981
Merrill Lynch January 1977 - January 1979
Skills
Soft/People Skillsets:, Interim Management, TSO, Mainframe, COBOL, CICS, MVS, z/OS, Process Improvement, IBM Mainframe, JES2, Endeavor, Team Building, ITIL
Education
City University of New York-Brooklyn College
Bachelor of Science, Psychology and Health
Various
Training, Education and Certifications:
Vadim Chapko Vadim Chapko's Merrill Lynch Experience May 1995 - March 2000
Job VP, Fixed Income Electronic Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Goldman Sachs July 2010 - May 2012
ICAP North America Inc. April 2003 - April 2010
EBS (Acquired by ICAP in May 2006) April 2003 - May 2006
American International Group (AIG) June 2002 - February 2003
Prudential Financial May 2001 - May 2002
Transagon, Inc. March 2000 - March 2001
Merrill Lynch May 1995 - March 2000
Complex Systems Inc 1993 - 1995
Skills
Outsourcing, Software Development, Insourcing, Electronic Trading, Fixed Income, SDLC, Vendor Management, FX, Derivatives, Market Data, Trading Systems, Team Leadership, Program Management, Architecture, SQL, Java, Unix, Software Engineering, Process Engineering, Financial Services, FX Options, Software Project..., Equities, Sybase, Low Latency, Distributed Systems, Business Analysis, Agile Methodologies, Trading, Requirements Gathering, Financial Markets, Exchange Connectivity, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Foreign Exchange, Commodity, Swaps, Quantitative Finance, Trading System, Prime Brokerage, Equity Trading, FX trading, Hedge Funds, Bonds, Bloomberg, Architectures
Education
CQF: Wilmott School of Quant Finance 2010 — 2011
Certificate
New York University 1997 — 2003
Masters
City University of New York-Brooklyn College 1989 — 1994
Bachelor
Morgan Stanley May 2012 - Present
Goldman Sachs July 2010 - May 2012
ICAP North America Inc. April 2003 - April 2010
EBS (Acquired by ICAP in May 2006) April 2003 - May 2006
American International Group (AIG) June 2002 - February 2003
Prudential Financial May 2001 - May 2002
Transagon, Inc. March 2000 - March 2001
Merrill Lynch May 1995 - March 2000
Complex Systems Inc 1993 - 1995
Skills
Outsourcing, Software Development, Insourcing, Electronic Trading, Fixed Income, SDLC, Vendor Management, FX, Derivatives, Market Data, Trading Systems, Team Leadership, Program Management, Architecture, SQL, Java, Unix, Software Engineering, Process Engineering, Financial Services, FX Options, Software Project..., Equities, Sybase, Low Latency, Distributed Systems, Business Analysis, Agile Methodologies, Trading, Requirements Gathering, Financial Markets, Exchange Connectivity, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Foreign Exchange, Commodity, Swaps, Quantitative Finance, Trading System, Prime Brokerage, Equity Trading, FX trading, Hedge Funds, Bonds, Bloomberg, Architectures
Education
CQF: Wilmott School of Quant Finance 2010 — 2011
Certificate
New York University 1997 — 2003
Masters
City University of New York-Brooklyn College 1989 — 1994
Bachelor
Ivelisse Estevez Ivelisse Estevez's Merrill Lynch Experience November 2007 - January 2010
Job Client Service Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Rimma Vasserman Rimma Vasserman's Merrill Lynch Experience May 2005 - April 2007
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley August 2014 - Present
Morgan Stanley May 2011 - July 2014
Morgan Stanley May 2007 - April 2011
Merrill Lynch May 2005 - April 2007
Education
City University of New York-Brooklyn College 1998 — 2002
BS, Accounting
Morgan Stanley March 2015 - Present
Morgan Stanley August 2014 - Present
Morgan Stanley May 2011 - July 2014
Morgan Stanley May 2007 - April 2011
Merrill Lynch May 2005 - April 2007
Education
City University of New York-Brooklyn College 1998 — 2002
BS, Accounting
Jill Fisher Jill Fisher's Merrill Lynch Experience 2001 - 2005
Job
Industry Investment Banking
Experience
RLI January 2015 - Present
BNP Paribas April 2007 - November 2013
Merrill Lynch 2001 - 2005
Skills
Derivatives, Commodity, Equities, Structured Products, Options, Financial Markets, Fixed Income, Commodity Markets, Risk Management, Trading Systems, Hedge Funds
Education
CUNY Medgar Evers College 1994 — 1998
Bachelor of Science
City University of New York-Brooklyn College
RLI January 2015 - Present
BNP Paribas April 2007 - November 2013
Merrill Lynch 2001 - 2005
Skills
Derivatives, Commodity, Equities, Structured Products, Options, Financial Markets, Fixed Income, Commodity Markets, Risk Management, Trading Systems, Hedge Funds
Education
CUNY Medgar Evers College 1994 — 1998
Bachelor of Science
City University of New York-Brooklyn College
Robert Giamboi Robert Giamboi's Merrill Lynch Experience September 2003 - July 2006
Job Director at TriState Advisory Group I A Business Cost Reduction Specialist
Industry Financial Services
Experience
Tri-State Advisory Group LLC (Registered Veteran Owned Business) August 2014 - Present
AE Distributors January 2014 - Present
Cornerstone Energy Group, LLC July 2012 - Present
United States Marine Corps February 2005 - December 2013
Ambit Energy (ESCO) August 2010 - September 2013
Halcyon Asset Management LLC January 2008 - May 2013
Pershing, a BNY Mellon company July 2006 - December 2007
Merrill Lynch September 2003 - July 2006
Skills
Finance, Microsoft Excel, Marketing, Microsoft Office, Strategic Planning, Project Management, Customer Service, Financial Modeling, Business Analysis, Team Leadership, Financial Reporting, Private Equity, Financial Analysis, Outlook, Microsoft Word, Valuation, PowerPoint, Accounts Receivable, Accounting, Asset Management, Investments, Mentoring, Public Speaking, Presenter, Leadership, Access, Time Management, Analysis, Management
Education
City University of New York-College of Staten Island 2000 — 2003
B.S., Communications: Media Studies
Hunter College 1998 — 2000
Pre-Medicine/Pre-Medical Studies
Monsignor Farrell High School 1994 — 1998
Tri-State Advisory Group LLC (Registered Veteran Owned Business) August 2014 - Present
AE Distributors January 2014 - Present
Cornerstone Energy Group, LLC July 2012 - Present
United States Marine Corps February 2005 - December 2013
Ambit Energy (ESCO) August 2010 - September 2013
Halcyon Asset Management LLC January 2008 - May 2013
Pershing, a BNY Mellon company July 2006 - December 2007
Merrill Lynch September 2003 - July 2006
Skills
Finance, Microsoft Excel, Marketing, Microsoft Office, Strategic Planning, Project Management, Customer Service, Financial Modeling, Business Analysis, Team Leadership, Financial Reporting, Private Equity, Financial Analysis, Outlook, Microsoft Word, Valuation, PowerPoint, Accounts Receivable, Accounting, Asset Management, Investments, Mentoring, Public Speaking, Presenter, Leadership, Access, Time Management, Analysis, Management
Education
City University of New York-College of Staten Island 2000 — 2003
B.S., Communications: Media Studies
Hunter College 1998 — 2000
Pre-Medicine/Pre-Medical Studies
Monsignor Farrell High School 1994 — 1998
Pierre Labissiere Pierre Labissiere's Merrill Lynch Experience August 2011 - November 2011
Job Consultant at Prime Clerk
Industry Airlines/Aviation
Experience
Prime Clerk February 2014 - Present
Epiq Systems March 2013 - February 2014
Delta Air Lines January 2012 - March 2013
Merrill Lynch August 2011 - November 2011
JPMorgan Chase May 2006 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Customer Service, Data Entry, Banking, Finance, Accounting, Account Reconciliation, Accounts Payable
Education
Brooklyn College 2007 — 2011
Bachelor of Science (B.S.), Business Management and Finance
Prime Clerk February 2014 - Present
Epiq Systems March 2013 - February 2014
Delta Air Lines January 2012 - March 2013
Merrill Lynch August 2011 - November 2011
JPMorgan Chase May 2006 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Customer Service, Data Entry, Banking, Finance, Accounting, Account Reconciliation, Accounts Payable
Education
Brooklyn College 2007 — 2011
Bachelor of Science (B.S.), Business Management and Finance
Stephanie Buccheri Stephanie Buccheri's Merrill Lynch Experience February 2004 - January 2007
Job Service Help Desk Supervisor
Industry Information Technology and Services
Experience
RTS Unified Communications January 2009 - March 2013
Merrill Lynch February 2004 - January 2007
Merrill Lynch August 2001 - February 2004
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Windows, Troubleshooting, Customer Service, Account Management, Management, Team Leadership, Project Planning, Budgets, Integration, Sales, Telecommunications
Education
Chubb Institute Of Technology
City University of New York-College of Staten Island
Bachelor's degree, Business Administration and Management, General
RTS Unified Communications January 2009 - March 2013
Merrill Lynch February 2004 - January 2007
Merrill Lynch August 2001 - February 2004
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Windows, Troubleshooting, Customer Service, Account Management, Management, Team Leadership, Project Planning, Budgets, Integration, Sales, Telecommunications
Education
Chubb Institute Of Technology
City University of New York-College of Staten Island
Bachelor's degree, Business Administration and Management, General
Swathy Gopwani's Merrill Lynch Experience 2008 - 2011
Job Consultant, J.D.
Industry Legal Services
Experience
TransPerfect October 2014 - Present
NYS Housing Court June 2013 - August 2013
Merrill Lynch 2008 - 2011
Acxiom Digital September 2006 - May 2008
Boeing Commercial Airplanes June 2004 - May 2005
Skills
Intellectual Property..., C++, Java, JSP, J2EE,..., Eclipse, Rational..., Legal Research Skills, Drafting Agreements, Software Licensing, Legal Writing, Legal Research, Litigation, International Law, Westlaw, Privacy Law, Patents, Intellectual Property, Criminal Law, Courts, Litigation Support, Project Management, E-commerce
Education
New York Law School
Doctor of Law (J.D.), Intellectual Property Law
City University of New York-Herbert H. Lehman College
Master of Science (MS), Computer Science
City University of New York-Herbert H. Lehman College
Bachelor of Science (B.S.), Computer Science
TransPerfect October 2014 - Present
NYS Housing Court June 2013 - August 2013
Merrill Lynch 2008 - 2011
Acxiom Digital September 2006 - May 2008
Boeing Commercial Airplanes June 2004 - May 2005
Skills
Intellectual Property..., C++, Java, JSP, J2EE,..., Eclipse, Rational..., Legal Research Skills, Drafting Agreements, Software Licensing, Legal Writing, Legal Research, Litigation, International Law, Westlaw, Privacy Law, Patents, Intellectual Property, Criminal Law, Courts, Litigation Support, Project Management, E-commerce
Education
New York Law School
Doctor of Law (J.D.), Intellectual Property Law
City University of New York-Herbert H. Lehman College
Master of Science (MS), Computer Science
City University of New York-Herbert H. Lehman College
Bachelor of Science (B.S.), Computer Science
Trishna Chowdhury Trishna Chowdhury's Merrill Lynch Experience September 2002 - January 2003
Job Project Manager at North ShoreLIJ Health System
Industry Education Management
Experience
North Shore-LIJ Health System August 2013 - Present
Emerging Health IT July 2011 - July 2013
Emerging Health IT June 2010 - July 2013
The Abreon Group February 2009 - May 2010
Allscripts 2009 - 2010
The Abreon Group 2008 - 2010
New York Methodist Hospital March 2007 - February 2009
Apple Bank for Savings January 2003 - December 2006
COLUMBUS PRE-SCHOOL AND GYM May 2000 - August 2003
Merrill Lynch September 2002 - January 2003
Skills
EMR Implementation..., Education Management, Management, EMR, EHR, Workflow Analysis, Healthcare, Microsoft Office, Documentation, Word, Administration, PowerPoint, Excel, Customer Service, Healthcare IT, Outlook, Problem Solving, Customer Relations, Strategic Planning, Process Improvement, Change Management, Supervisory Skills, Team Building, Troubleshooting, Visio, Teaching, Testing, Analysis, Quality Assurance, SharePoint, Scheduling, Compliance, Healthcare Information..., Public Relations, Mentoring, MS Project, Team Leadership, Ambulatory, Order Entry, Healthcare Management, Informatics, Cerner, Planning, Staff Development, Software Implementation, Program Management, Project Planning, Software Training, Technical Writing, Requirements Analysis
Education
DeVry University 2007 — 2009
MBA, HR
Keller Graduate School of Management 2006 — 2008
Masters of Business Administration (MBA), Human Resources
Brooklyn College 2001 — 2005
BFA, Graphic Design and Photography
CUNY Brooklyn College 2001 — 2005
Bachelor of Fine Arts, Graphic Design and Photography
North Shore-LIJ Health System August 2013 - Present
Emerging Health IT July 2011 - July 2013
Emerging Health IT June 2010 - July 2013
The Abreon Group February 2009 - May 2010
Allscripts 2009 - 2010
The Abreon Group 2008 - 2010
New York Methodist Hospital March 2007 - February 2009
Apple Bank for Savings January 2003 - December 2006
COLUMBUS PRE-SCHOOL AND GYM May 2000 - August 2003
Merrill Lynch September 2002 - January 2003
Skills
EMR Implementation..., Education Management, Management, EMR, EHR, Workflow Analysis, Healthcare, Microsoft Office, Documentation, Word, Administration, PowerPoint, Excel, Customer Service, Healthcare IT, Outlook, Problem Solving, Customer Relations, Strategic Planning, Process Improvement, Change Management, Supervisory Skills, Team Building, Troubleshooting, Visio, Teaching, Testing, Analysis, Quality Assurance, SharePoint, Scheduling, Compliance, Healthcare Information..., Public Relations, Mentoring, MS Project, Team Leadership, Ambulatory, Order Entry, Healthcare Management, Informatics, Cerner, Planning, Staff Development, Software Implementation, Program Management, Project Planning, Software Training, Technical Writing, Requirements Analysis
Education
DeVry University 2007 — 2009
MBA, HR
Keller Graduate School of Management 2006 — 2008
Masters of Business Administration (MBA), Human Resources
Brooklyn College 2001 — 2005
BFA, Graphic Design and Photography
CUNY Brooklyn College 2001 — 2005
Bachelor of Fine Arts, Graphic Design and Photography
S. Angela Bowman S. Angela Bowman's Merrill Lynch Experience 1993 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1993 - 2008
Leafstone Temporary Employment Agency 1989 - 1993
Angela Bowman Enterprises 1988 - 1988
Metro-North Commuter Railroad 1983 - 1987
Cotton City Industries 1982 - 1982
United Nations Development Programme 1971 - 1982
Skills
Working knowledge of...
Education
Fashion Institute of Technology 1977 — 1983
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Brooklyn College 1971 — 1974
Health Education
Merrill Lynch 1993 - 2008
Leafstone Temporary Employment Agency 1989 - 1993
Angela Bowman Enterprises 1988 - 1988
Metro-North Commuter Railroad 1983 - 1987
Cotton City Industries 1982 - 1982
United Nations Development Programme 1971 - 1982
Skills
Working knowledge of...
Education
Fashion Institute of Technology 1977 — 1983
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Brooklyn College 1971 — 1974
Health Education
Katherine Larsen Katherine Larsen's Merrill Lynch Experience April 2007 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America 2009 - Present
Merrill Lynch April 2007 - Present
Kids Headquarters February 2006 - April 2007
The Mount Sinai Hospital September 2003 - February 2006
Calvin Klein 1996 - 2003
Skills
Process Improvement, Retail, Strategic Planning, Inventory Management, Product Development, Global Sourcing, Strategic Sourcing, Project Management, Forecasting
Education
City University of New York-Brooklyn College 1975 — 1977
BA, Elementary Education
Bay Ridge High School 1968 — 1972
Regents Diploma
Bank of America 2009 - Present
Merrill Lynch April 2007 - Present
Kids Headquarters February 2006 - April 2007
The Mount Sinai Hospital September 2003 - February 2006
Calvin Klein 1996 - 2003
Skills
Process Improvement, Retail, Strategic Planning, Inventory Management, Product Development, Global Sourcing, Strategic Sourcing, Project Management, Forecasting
Education
City University of New York-Brooklyn College 1975 — 1977
BA, Elementary Education
Bay Ridge High School 1968 — 1972
Regents Diploma
Allison Aslavinskaya Allison Aslavinskaya's Merrill Lynch Experience December 2005 - November 2009
Job Senior Specialist Accounting at Merrill Lynch
Industry Accounting
Experience
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science Degree, Accounting
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science Degree, Accounting
David Alavarces David Alavarces's Merrill Lynch Experience August 2006 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2006 - April 2009
Merrill Lynch August 2002 - July 2006
Merrill Lynch January 1995 - July 2002
Merrill Lynch January 1985 - January 1995
Skills
Fixed Income, Equities, Securities, Financial Services, Capital Markets, Derivatives, Trading, Investment Banking, Series 7, Hedge Funds
Education
City University of New York-College of Staten Island
BS, Business Finance
Merrill Lynch August 2006 - April 2009
Merrill Lynch August 2002 - July 2006
Merrill Lynch January 1995 - July 2002
Merrill Lynch January 1985 - January 1995
Skills
Fixed Income, Equities, Securities, Financial Services, Capital Markets, Derivatives, Trading, Investment Banking, Series 7, Hedge Funds
Education
City University of New York-College of Staten Island
BS, Business Finance
John Mazurkiewicz John Mazurkiewicz's Merrill Lynch Experience 2003 - 2007
Job Vice President Securities Lending at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch 1999 - 2003
Skills
Capital Markets, Series 7, Equities, Derivatives, Bloomberg, Hedge Funds, Trading
Education
City University of New York-College of Staten Island 1999 — 2003
Bachelor's Degree, Business Finance
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch 1999 - 2003
Skills
Capital Markets, Series 7, Equities, Derivatives, Bloomberg, Hedge Funds, Trading
Education
City University of New York-College of Staten Island 1999 — 2003
Bachelor's Degree, Business Finance
Mark Rothchild Mark Rothchild's Merrill Lynch Experience February 1980 - May 1985
Job Registered Representative at Mid Atlantic Resource Group
Industry Financial Services
Experience
Mid Atlantic Resource Group April 2010 - Present
Cuttone and Co. July 2007 - December 2007
CJ Ledone Equities July 2005 - June 2007
LL Partners Inc. September 1998 - June 2005
Mark Muller Equities May 1995 - August 1998
Lawrence Helfant Inc March 1986 - April 1995
Morgan Stanley June 1985 - March 1986
Merrill Lynch February 1980 - May 1985
Education
Kingsborough Community College 1977 — 1979
Associates Degree, Business/Liberal Arts
Brooklyn College
Mid Atlantic Resource Group April 2010 - Present
Cuttone and Co. July 2007 - December 2007
CJ Ledone Equities July 2005 - June 2007
LL Partners Inc. September 1998 - June 2005
Mark Muller Equities May 1995 - August 1998
Lawrence Helfant Inc March 1986 - April 1995
Morgan Stanley June 1985 - March 1986
Merrill Lynch February 1980 - May 1985
Education
Kingsborough Community College 1977 — 1979
Associates Degree, Business/Liberal Arts
Brooklyn College
Igor Dyadyuk Igor Dyadyuk's Merrill Lynch Experience 1998 - Present
Job consultant at Merril Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch 2015 - Present
Merrill Lynch 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Skills
Trading Systems, Prime Brokerage, SDLC, Agile Methodologies, DB2, Derivatives, Electronic Trading, Equity Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Investment Banking, Low Latency, Middle Office, Options, Requirements Analysis
Education
Brooklyn College
Bachelor, Computer Science
Bank of America Merrill Lynch 2015 - Present
Merrill Lynch 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Skills
Trading Systems, Prime Brokerage, SDLC, Agile Methodologies, DB2, Derivatives, Electronic Trading, Equity Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Investment Banking, Low Latency, Middle Office, Options, Requirements Analysis
Education
Brooklyn College
Bachelor, Computer Science
Laura Flaksman Laura Flaksman's Merrill Lynch Experience July 1999 - May 2000
Job Business Analyst, City of New York, FISA
Industry Information Technology and Services
Experience
City of New York July 2013 - Present
Citi May 2000 - July 2012
Merrill Lynch July 1999 - May 2000
DTCC August 1997 - July 1999
Skills
Business Requirements, Testing, Requirements Analysis, Mainframe, Analysis, SQL, Business Intelligence, Enterprise Architecture, SharePoint, IT Strategy, Databases, Risk Management, Systems Analysis, Process Improvement, Vendor Management, Project Management, IBM Mainframe, Data Warehousing, Software Project..., Integration, ITIL, Management, Software Development, Disaster Recovery, Agile Methodologies, Data Modeling, Requirements Gathering
Education
City University of New York-Brooklyn College 1991 — 1995
BS, Science
City of New York July 2013 - Present
Citi May 2000 - July 2012
Merrill Lynch July 1999 - May 2000
DTCC August 1997 - July 1999
Skills
Business Requirements, Testing, Requirements Analysis, Mainframe, Analysis, SQL, Business Intelligence, Enterprise Architecture, SharePoint, IT Strategy, Databases, Risk Management, Systems Analysis, Process Improvement, Vendor Management, Project Management, IBM Mainframe, Data Warehousing, Software Project..., Integration, ITIL, Management, Software Development, Disaster Recovery, Agile Methodologies, Data Modeling, Requirements Gathering
Education
City University of New York-Brooklyn College 1991 — 1995
BS, Science
John DeMartinis John DeMartinis's Merrill Lynch Experience August 1996 - September 2007
Job Consultant at Merrill Lynch
Industry Computer Software
Experience
J.C. DeMartinis inc. ConsultantMerrill LynchJanuary 2010 - Present
REF Computer Corp August 1999 - December 2010
TIAA-CREF August 2007 - December 2009
Merrill Lynch August 1996 - September 2007
Wachovia Bank July 1999 - July 2000
First Union National Bank June 1995 - September 1996
First Fidelity Bank August 1984 - August 1996
Education
City University of New York-College of Staten Island 1979 — 1982
AAS, computers and business
J.C. DeMartinis inc. ConsultantMerrill LynchJanuary 2010 - Present
REF Computer Corp August 1999 - December 2010
TIAA-CREF August 2007 - December 2009
Merrill Lynch August 1996 - September 2007
Wachovia Bank July 1999 - July 2000
First Union National Bank June 1995 - September 1996
First Fidelity Bank August 1984 - August 1996
Education
City University of New York-College of Staten Island 1979 — 1982
AAS, computers and business
Laura Elton Laura Elton's Merrill Lynch Experience January 1987 - July 1989
Job Helping clients tell their stories, using great content and technology.
Industry Marketing and Advertising
Experience
Laura Elton Marketing & Web Design 2010 - Present
Caldwell Banker Residential Brokerage & Weichet Realtors March 1994 - January 2002
Freelance Writer July 1991 - March 1993
Merrill Lynch January 1987 - July 1989
Prudential Securities January 1982 - January 1987
Hill & Knowlton January 1977 - September 1981
Skills
Marketing, SEO, Web Design, Advertising, Copywriting, Public Relations, Press Releases, Small Business, Website Development, Creative Writing, E-commerce, Marketing Management, Entrepreneurship, Training, Social Networking, Technical Writing, Project Management, Management, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Sales, Social Media, Brochures, web content
Education
CCM 2010 — 2011
City University of New York-Brooklyn College
Bachelor's Degree
New York University
Certificate in Computer Programming
Laura Elton Marketing & Web Design 2010 - Present
Caldwell Banker Residential Brokerage & Weichet Realtors March 1994 - January 2002
Freelance Writer July 1991 - March 1993
Merrill Lynch January 1987 - July 1989
Prudential Securities January 1982 - January 1987
Hill & Knowlton January 1977 - September 1981
Skills
Marketing, SEO, Web Design, Advertising, Copywriting, Public Relations, Press Releases, Small Business, Website Development, Creative Writing, E-commerce, Marketing Management, Entrepreneurship, Training, Social Networking, Technical Writing, Project Management, Management, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Sales, Social Media, Brochures, web content
Education
CCM 2010 — 2011
City University of New York-Brooklyn College
Bachelor's Degree
New York University
Certificate in Computer Programming
Glenn Cucurullo Glenn Cucurullo's Merrill Lynch Experience November 2004 - October 2006
Job Information Technology Professional
Industry Information Technology and Services
Experience
Self Employed February 2012 - Present
Bank of America October 2009 - January 2012
BlackRock Solutions October 2006 - March 2009
Merrill Lynch November 2004 - October 2006
Merrill Lynch January 2004 - October 2004
Merrill Lynch January 2002 - December 2003
Merrill Lynch January 1996 - December 2001
Merrill Lynch January 1994 - December 1995
Merrill Lynch April 1992 - December 1993
Merrill Lynch May 1990 - March 1992
Skills
Relationship Management
Education
City University of New York-College of Staten Island
Self Employed February 2012 - Present
Bank of America October 2009 - January 2012
BlackRock Solutions October 2006 - March 2009
Merrill Lynch November 2004 - October 2006
Merrill Lynch January 2004 - October 2004
Merrill Lynch January 2002 - December 2003
Merrill Lynch January 1996 - December 2001
Merrill Lynch January 1994 - December 1995
Merrill Lynch April 1992 - December 1993
Merrill Lynch May 1990 - March 1992
Skills
Relationship Management
Education
City University of New York-College of Staten Island
Jennifer Wolf Jennifer Wolf's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
SeeThruEquity, LLC 2012 - 2013
China Focused Private Equity Firm 2011 - 2012
Citi Smith Barney 2007 - 2009
Citicorp Investment Services 2005 - 2007
Skills
Investments, Customer Relations, Mutual Funds, Securities, Investment Banking, Series 66, Series 7, Private Banking, Private Equity, Hedge Funds, Investor Relations, Banking, Customer Service, Finance, Financial Services, Capital Markets, Trading, Due Diligence, Fixed Income, Relationship Management, Series 63, Uniform Combined State...
Education
European School of Economics, Rome 2009 — 2011
MBA with Honors, International Business
City University of New York-Brooklyn College 2003 — 2006
Bachelors Business, Management & Finance
Pierce College 2001 — 2003
Associates Degree, Business
Merrill Lynch August 2013 - Present
SeeThruEquity, LLC 2012 - 2013
China Focused Private Equity Firm 2011 - 2012
Citi Smith Barney 2007 - 2009
Citicorp Investment Services 2005 - 2007
Skills
Investments, Customer Relations, Mutual Funds, Securities, Investment Banking, Series 66, Series 7, Private Banking, Private Equity, Hedge Funds, Investor Relations, Banking, Customer Service, Finance, Financial Services, Capital Markets, Trading, Due Diligence, Fixed Income, Relationship Management, Series 63, Uniform Combined State...
Education
European School of Economics, Rome 2009 — 2011
MBA with Honors, International Business
City University of New York-Brooklyn College 2003 — 2006
Bachelors Business, Management & Finance
Pierce College 2001 — 2003
Associates Degree, Business
Carmine Catena Carmine Catena's Merrill Lynch Experience 2003 - 2005
Job Integrated Marketing Creative Operations/Account/Project Management/Production Professional
Industry Marketing and Advertising
Experience
curious media ny August 2012 - Present
UBS Wealth Management January 2011 - July 2012
curious media ny 2005 - 2011
Merrill Lynch 2003 - 2005
Hill Holliday 1995 - 2002
Skills
Creative Services, Project Management, Marketing Communications, Media Relations, Integrated Marketing, Digital Media, Event Management, Strategic Planning, Account Management, Management, Marketing Strategy, Digital Marketing, Marketing, Print, Direct Mail, Advertising, Event Planning, Brand Development, Relationship Marketing, Social Networking, Creative Direction, Corporate Branding, Online Marketing, Budgets, Email Marketing, Direct Marketing, Social Media, Social Media Marketing, Program Management, Copywriting, Online Advertising, Corporate Communications, Strategy, Digital Strategy, Entrepreneurship, Public Relations, Strategic Communications, Marketing Management, Brand Management, Strategic Partnerships, Lead Generation, B2B, Analytics
Education
City University of New York-Herbert H. Lehman College
B.A., Communications
curious media ny August 2012 - Present
UBS Wealth Management January 2011 - July 2012
curious media ny 2005 - 2011
Merrill Lynch 2003 - 2005
Hill Holliday 1995 - 2002
Skills
Creative Services, Project Management, Marketing Communications, Media Relations, Integrated Marketing, Digital Media, Event Management, Strategic Planning, Account Management, Management, Marketing Strategy, Digital Marketing, Marketing, Print, Direct Mail, Advertising, Event Planning, Brand Development, Relationship Marketing, Social Networking, Creative Direction, Corporate Branding, Online Marketing, Budgets, Email Marketing, Direct Marketing, Social Media, Social Media Marketing, Program Management, Copywriting, Online Advertising, Corporate Communications, Strategy, Digital Strategy, Entrepreneurship, Public Relations, Strategic Communications, Marketing Management, Brand Management, Strategic Partnerships, Lead Generation, B2B, Analytics
Education
City University of New York-Herbert H. Lehman College
B.A., Communications
samuel epstein's Merrill Lynch Experience December 2008 - May 2015
Job Executive Managing Director at Lighthouse Planning Group
Industry Financial Services
Experience
Lighthouse Planning Group April 2015 - Present
Geoval Consulting LLC January 2007 - Present
Merrill Lynch December 2008 - May 2015
Morgan Stanley July 1985 - December 2008
Texaco/Chevron May 1982 - May 1985
Oxy July 1979 - May 1982
Skills
Investments, Risk Management, Derivatives, Portfolio Management, Equities, Fixed Income, Banking, Capital Markets, Finance, Financial Services, Asset Management, Investment Banking, Financial Analysis
Education
Rensselaer Polytechnic Institute 1977 — 1979
Master of Science (M.S.), Geology/Earth Science, General
City University of New York-Brooklyn College 1973 — 1977
Bachelor of Science (BSc), Geology/Earth Science, General
Lighthouse Planning Group April 2015 - Present
Geoval Consulting LLC January 2007 - Present
Merrill Lynch December 2008 - May 2015
Morgan Stanley July 1985 - December 2008
Texaco/Chevron May 1982 - May 1985
Oxy July 1979 - May 1982
Skills
Investments, Risk Management, Derivatives, Portfolio Management, Equities, Fixed Income, Banking, Capital Markets, Finance, Financial Services, Asset Management, Investment Banking, Financial Analysis
Education
Rensselaer Polytechnic Institute 1977 — 1979
Master of Science (M.S.), Geology/Earth Science, General
City University of New York-Brooklyn College 1973 — 1977
Bachelor of Science (BSc), Geology/Earth Science, General
Ira Gewirtz Ira Gewirtz's Merrill Lynch Experience November 2007 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Morgan Stanley Smith Barney April 2005 - November 2007
Bear Stearns 1981 - 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse Coopers June 1974 - June 1975
Skills
Series 7, Investments, Series 63, Series 65, Health Insurance, Long-term Care, Asset Managment, Fixed Income, Life Insurance, Asset Management, Mutual Funds, Asset Allocation, Securities, Retirement, Options, Finance, Financial Services, Strategic Financial..., FINRA, Equities, Financial Planning
Education
Brooklyn College 1970 — 1974
Bachelor's degree, Accounting and Finance
NYU 2004 — 2005
Financial Planning and Services
Merrill Lynch November 2007 - Present
Morgan Stanley Smith Barney April 2005 - November 2007
Bear Stearns 1981 - 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse Coopers June 1974 - June 1975
Skills
Series 7, Investments, Series 63, Series 65, Health Insurance, Long-term Care, Asset Managment, Fixed Income, Life Insurance, Asset Management, Mutual Funds, Asset Allocation, Securities, Retirement, Options, Finance, Financial Services, Strategic Financial..., FINRA, Equities, Financial Planning
Education
Brooklyn College 1970 — 1974
Bachelor's degree, Accounting and Finance
NYU 2004 — 2005
Financial Planning and Services
Mark Haimowitz, CBCP, FBCI's Merrill Lynch Experience 1997 - 2003
Job Retired from Disney ABC Television Group
Industry Broadcast Media
Experience
Disney ABC Television 2009 - 2014
Journal of Business Continuity & Emergency Planning 2007 - 2014
Disaster Resource Guide 2007 - 2014
Simon Wiesenthal Center 2005 - 2014
Business Network of Emergency Resources 2000 - 2014
Association of Contingency Planners 2009 - 2010
Comcast 2007 - 2009
Avaya 2003 - 2007
Merrill Lynch 1997 - 2003
Chase Manhattan Bank 1988 - 1997
Skills
Crisis Management, Disaster Recovery, Business Continuity, Public Speaking, Public/Private..., Risk Management, Emergency Management, Incident Management, Crisis Communications, Contingency Planning, Published Author, Guest Lecturing, Editorial, Cross-functional Team..., Homeland Security, Risk Assessment, Business Continuity..., Security, Preparedness, Project Planning, Start-ups, Governance, Strategy, Information Technology, Content Management, Copywriting, Public Relations, Non-profits, Public/private..., Management, Program Management, Interviews, Nonprofits, Emergency Services, Leadership, Team Leadership, Vendor Management, Government, Policy, Strategic Planning, Internal Communications, Information Security..., Disaster Response, Information Security, Project Management, Event Management, Business Resilience, Proposal Writing, International Relations, Strategic Communications
Education
Naval Postgraduate School and the US Dept. of Homeland Security 2012 — 2013
Executive Leaders Program (ELP)
City University of New York-Herbert H. Lehman College 1973 — 1977
Disney ABC Television 2009 - 2014
Journal of Business Continuity & Emergency Planning 2007 - 2014
Disaster Resource Guide 2007 - 2014
Simon Wiesenthal Center 2005 - 2014
Business Network of Emergency Resources 2000 - 2014
Association of Contingency Planners 2009 - 2010
Comcast 2007 - 2009
Avaya 2003 - 2007
Merrill Lynch 1997 - 2003
Chase Manhattan Bank 1988 - 1997
Skills
Crisis Management, Disaster Recovery, Business Continuity, Public Speaking, Public/Private..., Risk Management, Emergency Management, Incident Management, Crisis Communications, Contingency Planning, Published Author, Guest Lecturing, Editorial, Cross-functional Team..., Homeland Security, Risk Assessment, Business Continuity..., Security, Preparedness, Project Planning, Start-ups, Governance, Strategy, Information Technology, Content Management, Copywriting, Public Relations, Non-profits, Public/private..., Management, Program Management, Interviews, Nonprofits, Emergency Services, Leadership, Team Leadership, Vendor Management, Government, Policy, Strategic Planning, Internal Communications, Information Security..., Disaster Response, Information Security, Project Management, Event Management, Business Resilience, Proposal Writing, International Relations, Strategic Communications
Education
Naval Postgraduate School and the US Dept. of Homeland Security 2012 — 2013
Executive Leaders Program (ELP)
City University of New York-Herbert H. Lehman College 1973 — 1977
Robert Glikman Robert Glikman's Merrill Lynch Experience June 2008 - September 2008
Job Vice President at Millin Associates
Industry Hospital & Health Care
Experience
Millin Associates June 2010 - Present
Merrill Lynch June 2008 - September 2008
Skills
Medical Billing, Practice Management, Medicaid, Medicare, Healthcare, Valuation, Finance, HIPAA, EMR, revenue cycle management, Clinics, D & T Centers, Article's 16,28,31,32, OPWDD Facilities, Foster Care Agencies, Residential Facilities, Nonprofits, Healthcare Consulting, Software, Compliance, Regulatory Requirements, Healthcare Management, Project Recovery, A/R collections, A/R Management, A/R analysis, Outsourcing, Asset Management, Accounts Receivable, Long-term Care, Financial Services, Revenue Cycle Management, Disability Insurance, Revenue Cycle, Public Speaking, Microsoft Excel, Management, Leadership, Customer Service
Education
Fordham University School of Law 2012 — 2016
Doctor of Law (J.D.), Healthcare Law
Brooklyn College 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Millin Associates June 2010 - Present
Merrill Lynch June 2008 - September 2008
Skills
Medical Billing, Practice Management, Medicaid, Medicare, Healthcare, Valuation, Finance, HIPAA, EMR, revenue cycle management, Clinics, D & T Centers, Article's 16,28,31,32, OPWDD Facilities, Foster Care Agencies, Residential Facilities, Nonprofits, Healthcare Consulting, Software, Compliance, Regulatory Requirements, Healthcare Management, Project Recovery, A/R collections, A/R Management, A/R analysis, Outsourcing, Asset Management, Accounts Receivable, Long-term Care, Financial Services, Revenue Cycle Management, Disability Insurance, Revenue Cycle, Public Speaking, Microsoft Excel, Management, Leadership, Customer Service
Education
Fordham University School of Law 2012 — 2016
Doctor of Law (J.D.), Healthcare Law
Brooklyn College 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Rafael Camacho's Merrill Lynch Experience December 1988 - April 1995
Job Experienced Product Controller | Business & Financial Analyst
Industry Financial Services
Experience
RAC Consulting LLC October 2008 - Present
Bank of America February 2006 - April 2008
Cantor Fitzgerald August 2003 - February 2006
Barclays Capital March 2003 - August 2003
KBC Financial Products May 2002 - March 2003
ING Nederland December 1997 - February 2002
Yamaichi International Inc February 1996 - October 1997
Knight-Ridder Communications May 1995 - November 1995
Merrill Lynch December 1988 - April 1995
Morgan Stanley April 1986 - February 1988
Skills
VBA, Visio, MS Project, Access, Analysis, P&L Results, Monthly Closing, Consolidated Reporting, Balance Sheet, Project Metrics, Experienced Business..., Financials, Process Analysis, UAT coordination, Quality Assurance, Process Improvement, Equity Trading, Fixed Income, Sovereign Debt, FX trading, Futures, Options Strategies, Agency MBS, Microsoft Excel, Structured Securities, Derivatives Trading, Trading, Financial Services, P&L Management, FX Trading, Business Analysis, Capital Markets, SDLC, Options, Investment Banking, Management, Financial Analysis, Middle Office
Education
New York University 1990 — 1991
Certificate in COBAL Programing
City University of New York-Herbert H. Lehman College 1980 — 1984
BS, Accounting and Accounting Systems
University of Massachusetts, Amherst 1977 — 1979
Electrical and Electronics Engineering
RAC Consulting LLC October 2008 - Present
Bank of America February 2006 - April 2008
Cantor Fitzgerald August 2003 - February 2006
Barclays Capital March 2003 - August 2003
KBC Financial Products May 2002 - March 2003
ING Nederland December 1997 - February 2002
Yamaichi International Inc February 1996 - October 1997
Knight-Ridder Communications May 1995 - November 1995
Merrill Lynch December 1988 - April 1995
Morgan Stanley April 1986 - February 1988
Skills
VBA, Visio, MS Project, Access, Analysis, P&L Results, Monthly Closing, Consolidated Reporting, Balance Sheet, Project Metrics, Experienced Business..., Financials, Process Analysis, UAT coordination, Quality Assurance, Process Improvement, Equity Trading, Fixed Income, Sovereign Debt, FX trading, Futures, Options Strategies, Agency MBS, Microsoft Excel, Structured Securities, Derivatives Trading, Trading, Financial Services, P&L Management, FX Trading, Business Analysis, Capital Markets, SDLC, Options, Investment Banking, Management, Financial Analysis, Middle Office
Education
New York University 1990 — 1991
Certificate in COBAL Programing
City University of New York-Herbert H. Lehman College 1980 — 1984
BS, Accounting and Accounting Systems
University of Massachusetts, Amherst 1977 — 1979
Electrical and Electronics Engineering
John Paul Mollica's Merrill Lynch Experience October 2012 - Present
Job Wealth Management Financial Advisor
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Bucktailboys.com January 2012 - Present
LPL Financial April 2008 - October 2012
Morgan Stanley Smith Barney January 2003 - April 2008
Skills
Retirement Planning, Income Planning, 401k Plans, 401k Rollovers, IRA's, College Savings Plans, Wealth Transfer Planning, Estate Planning, Long Term Care, NYS Partnership Long..., Life Insurance, Disability Insurance, IRAs, 401k, Finance, Wealth, Series 7, Series 63, Long-term Care, Retirement, Financial Goals, Series 65, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Securities, Wealth Accumulation
Education
Dutchess Community College 1999 — 2001
Associates of Science Degree, Criminal Justice
City University of New York-College of Staten Island
History
Merrill Lynch October 2012 - Present
Bucktailboys.com January 2012 - Present
LPL Financial April 2008 - October 2012
Morgan Stanley Smith Barney January 2003 - April 2008
Skills
Retirement Planning, Income Planning, 401k Plans, 401k Rollovers, IRA's, College Savings Plans, Wealth Transfer Planning, Estate Planning, Long Term Care, NYS Partnership Long..., Life Insurance, Disability Insurance, IRAs, 401k, Finance, Wealth, Series 7, Series 63, Long-term Care, Retirement, Financial Goals, Series 65, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Securities, Wealth Accumulation
Education
Dutchess Community College 1999 — 2001
Associates of Science Degree, Criminal Justice
City University of New York-College of Staten Island
History
Sandy Sukhra Sandy Sukhra's Merrill Lynch Experience June 2010 - September 2010
Job at Saratoga Partners
Industry Financial Services
Experience
Saratoga mangament company 2011 - Present
Merrill Lynch June 2010 - September 2010
Kempisty and Company CPAs October 2007 - December 2009
Target 2007 - 2007
Skills
Microsoft Office, Accounting, Financial Analysis, Leadership, Investments, Budgets
Education
City University of New York-Brooklyn College 2004 — 2007
BS, Business Management & Finance
Saratoga mangament company 2011 - Present
Merrill Lynch June 2010 - September 2010
Kempisty and Company CPAs October 2007 - December 2009
Target 2007 - 2007
Skills
Microsoft Office, Accounting, Financial Analysis, Leadership, Investments, Budgets
Education
City University of New York-Brooklyn College 2004 — 2007
BS, Business Management & Finance
Jay Leonard Jay Leonard's Merrill Lynch Experience January 1974 - March 1989
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 1989 - Present
Merrill Lynch January 1974 - March 1989
Skills
Investment Management, Portfolio Construction, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds
Education
The University of Chicago Booth School of Business 1965 — 1967
Master of Business Administration (MBA), Finance, General
City University of New York-Brooklyn College 1961 — 1965
Bachelor of Arts (BA), Economics
Buckingham Family of Financial Services March 1989 - Present
Merrill Lynch January 1974 - March 1989
Skills
Investment Management, Portfolio Construction, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds
Education
The University of Chicago Booth School of Business 1965 — 1967
Master of Business Administration (MBA), Finance, General
City University of New York-Brooklyn College 1961 — 1965
Bachelor of Arts (BA), Economics
Nodia Zwiener Nodia Zwiener's Merrill Lynch Experience January 2008 - March 2008
Job Professional in Human Resources and Operations Support
Industry Financial Services
Experience
RSA January 2014 - March 2014
Coach Inc January 2013 - May 2013
Bridgewater Associates October 2011 - January 2013
Ann Taylor, Inc April 2010 - February 2011
JP Morgan Chase & CO April 2008 - February 2009
Merrill Lynch January 2008 - March 2008
Scholastic, Inc September 2006 - October 2007
JP Morgan Chase & CO April 2001 - June 2006
Skills
Process Improvement, Customer Service, Talent Management, Strategic Planning, Recruiting, Team Leadership, PowerPoint, Sales, Performance Management, Microsoft Word, Training, Business Strategy, Marketing, Employee Benefits, Employee Relations, Onboarding, Data Entry
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor's degree, Psychology
BMCC, New York 2010 — 2013
Associate of Arts (A.A.), Business Administration
Drake Business School 1999 — 2000
Business Administration, General
RSA January 2014 - March 2014
Coach Inc January 2013 - May 2013
Bridgewater Associates October 2011 - January 2013
Ann Taylor, Inc April 2010 - February 2011
JP Morgan Chase & CO April 2008 - February 2009
Merrill Lynch January 2008 - March 2008
Scholastic, Inc September 2006 - October 2007
JP Morgan Chase & CO April 2001 - June 2006
Skills
Process Improvement, Customer Service, Talent Management, Strategic Planning, Recruiting, Team Leadership, PowerPoint, Sales, Performance Management, Microsoft Word, Training, Business Strategy, Marketing, Employee Benefits, Employee Relations, Onboarding, Data Entry
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor's degree, Psychology
BMCC, New York 2010 — 2013
Associate of Arts (A.A.), Business Administration
Drake Business School 1999 — 2000
Business Administration, General
Denny Mathews Denny Mathews's Merrill Lynch Experience May 2008 - May 2009
Job Senior Vice President; Sr Tech Mgr at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America June 2010 - Present
Bank of America May 2009 - June 2010
Merrill Lynch May 2008 - May 2009
ABN AMRO Bank N.V March 2004 - December 2007
Goldman Sachs 1998 - 2004
Booz Allen Hamilton 1995 - 1998
Skills
Vendor Management, Strategy, Capital Markets, CRM, Portfolio Management, Banking, Management, Risk Management, Finance, Business Analysis, Relationship Management, Financial Services, Project Portfolio..., Negotiation, Process Improvement, Mergers & Acquisitions, IT Strategy, Management Consulting, Financial Modeling, Outsourcing, Business Process..., Investment Banking, Financial Risk
Education
City University of New York-Herbert H. Lehman College 1991 — 1994
BS, Accounting
Bank of America June 2014 - Present
Bank of America June 2010 - Present
Bank of America May 2009 - June 2010
Merrill Lynch May 2008 - May 2009
ABN AMRO Bank N.V March 2004 - December 2007
Goldman Sachs 1998 - 2004
Booz Allen Hamilton 1995 - 1998
Skills
Vendor Management, Strategy, Capital Markets, CRM, Portfolio Management, Banking, Management, Risk Management, Finance, Business Analysis, Relationship Management, Financial Services, Project Portfolio..., Negotiation, Process Improvement, Mergers & Acquisitions, IT Strategy, Management Consulting, Financial Modeling, Outsourcing, Business Process..., Investment Banking, Financial Risk
Education
City University of New York-Herbert H. Lehman College 1991 — 1994
BS, Accounting
Arthur Cassidy Arthur Cassidy's Merrill Lynch Experience December 2014 - Present
Job Sr. Operations Analyst Tax Reporting Services
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Natalya Polushkin Natalya Polushkin's Merrill Lynch Experience 2009 - October 2013
Job Private Wealth Advisor at JP Morgan Securities
Industry Investment Management
Experience
JP Morgan Securities October 2013 - Present
Merrill Lynch 2009 - October 2013
BlackRock Financial Management 2003 - 2009
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Investments, Wealth Management..., Alternative Investments, Fixed Income, Finance, Banking, Asset Management, Securities, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Financial Instruments & Markets
City University of New York-Brooklyn College 2002 — 2005
BS, Business Management and Finance
JP Morgan Securities October 2013 - Present
Merrill Lynch 2009 - October 2013
BlackRock Financial Management 2003 - 2009
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Investments, Wealth Management..., Alternative Investments, Fixed Income, Finance, Banking, Asset Management, Securities, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Financial Instruments & Markets
City University of New York-Brooklyn College 2002 — 2005
BS, Business Management and Finance
Tony Lotito Tony Lotito's Merrill Lynch Experience June 2002 - January 2009
Job Senior Vice President at Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America July 2010 - Present
Bank of America January 2009 - November 2011
Merrill Lynch June 2002 - January 2009
Merrill Lynch March 1983 - June 2002
Skills
Vendor Management, Disaster Recovery, Data Center, Business Process..., Infrastructure, Management, Strategy, Leadership, Project Planning, Enterprise Software, Portfolio Management
Education
City University of New York-College of Staten Island 1996 — 2001
Masters, Computer Science
State University of New York Maritime College 1978 — 1982
Bachelor of Science, Computer Science/Mathematics
Bank of America July 2010 - Present
Bank of America January 2009 - November 2011
Merrill Lynch June 2002 - January 2009
Merrill Lynch March 1983 - June 2002
Skills
Vendor Management, Disaster Recovery, Data Center, Business Process..., Infrastructure, Management, Strategy, Leadership, Project Planning, Enterprise Software, Portfolio Management
Education
City University of New York-College of Staten Island 1996 — 2001
Masters, Computer Science
State University of New York Maritime College 1978 — 1982
Bachelor of Science, Computer Science/Mathematics
Patty Bonnell Patty Bonnell's Merrill Lynch Experience March 2001 - July 2011
Job Accounts Payable Representative at Sysco Guest Supply
Industry Accounting
Experience
Sysco Guest Supply February 2013 - Present
Esha Corporation December 2011 - February 2013
Merrill Lynch March 2001 - July 2011
Sysco Guest Supply April 1990 - March 2001
Merrill Lynch March 1988 - April 1990
Deak International Ltd October 1986 - March 1988
Adco Electrical Corp October 1982 - October 1986
Skills
ADP Payroll, Account Reconciliation, Microsoft Excel, Accounting, Certified Payroll, PeopleSoft, SAP Business One, Oracle Discoverer, Finance, Financial Analysis, Process Improvement, Accounts Receivable, SAP, Time Management, Payroll, General Ledger, Invoicing, Journal Entries, Management, Analysis, Accounts Payable, Purchasing, Customer Service
Education
City University of New York-College of Staten Island 1981 — 1986
Bachelor of Science Business; A.A.S
St. Joseph By-The-Sea H.S. 1977 — 1981
Sysco Guest Supply February 2013 - Present
Esha Corporation December 2011 - February 2013
Merrill Lynch March 2001 - July 2011
Sysco Guest Supply April 1990 - March 2001
Merrill Lynch March 1988 - April 1990
Deak International Ltd October 1986 - March 1988
Adco Electrical Corp October 1982 - October 1986
Skills
ADP Payroll, Account Reconciliation, Microsoft Excel, Accounting, Certified Payroll, PeopleSoft, SAP Business One, Oracle Discoverer, Finance, Financial Analysis, Process Improvement, Accounts Receivable, SAP, Time Management, Payroll, General Ledger, Invoicing, Journal Entries, Management, Analysis, Accounts Payable, Purchasing, Customer Service
Education
City University of New York-College of Staten Island 1981 — 1986
Bachelor of Science Business; A.A.S
St. Joseph By-The-Sea H.S. 1977 — 1981
Bikram Singh Saluja's Merrill Lynch Experience November 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
JPMorgan Chase & Co. 2010 - 2011
JPMorgan Chase & Co. March 2007 - May 2010
Skills
Investments, Customer Service, Risk Management, Financial Analysis, Business Analysis, Marketing, Microsoft Office, Strategic Planning, Credit, Wealth Management, Financial Planning
Education
The University of Dallas 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
City University of New York-Herbert H. Lehman College 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Merrill Lynch November 2011 - Present
JPMorgan Chase & Co. 2010 - 2011
JPMorgan Chase & Co. March 2007 - May 2010
Skills
Investments, Customer Service, Risk Management, Financial Analysis, Business Analysis, Marketing, Microsoft Office, Strategic Planning, Credit, Wealth Management, Financial Planning
Education
The University of Dallas 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
City University of New York-Herbert H. Lehman College 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Funda Konu-Haydin's Merrill Lynch Experience April 2002 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup March 2008 - March 2009
Merrill Lynch April 2002 - February 2008
Lord Abbett June 2000 - April 2002
Credit Suisse February 1997 - June 2000
Toluca Pacific Securities May 1996 - February 1997
Investors Associates, Inc September 1995 - May 1996
Skills
Microsoft Office,..., Strategic Planning, Asset Management, Equities, Investment Banking, Portfolio Management, Mutual Funds, Securities, Financial Services, Capital Markets, Fixed Income, Back Office, Investments, Sales Management, Trading, Series 7, Finance
Education
Brooklyn College 1990 — 1994
BS, Finance & Management, Psychology
Citigroup March 2008 - March 2009
Merrill Lynch April 2002 - February 2008
Lord Abbett June 2000 - April 2002
Credit Suisse February 1997 - June 2000
Toluca Pacific Securities May 1996 - February 1997
Investors Associates, Inc September 1995 - May 1996
Skills
Microsoft Office,..., Strategic Planning, Asset Management, Equities, Investment Banking, Portfolio Management, Mutual Funds, Securities, Financial Services, Capital Markets, Fixed Income, Back Office, Investments, Sales Management, Trading, Series 7, Finance
Education
Brooklyn College 1990 — 1994
BS, Finance & Management, Psychology
Gene Kolten's Merrill Lynch Experience 1987 - 1998
Job Head of Electronic Trading at Sberbank CIB
Industry Financial Services
Experience
Sberbank CIB (formerly Troika Dialog) June 2010 - Present
Credit Suisse May 2001 - June 2011
Nomura Securities 1998 - 2001
Morgan Stanley Smith Barney 1998 - 1999
Merrill Lynch 1987 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives, Fixed Income, Options, Low Latency, Investment Banking, Bloomberg, Structured Products, Trading
Education
City University of New York-Brooklyn College
Sberbank CIB (formerly Troika Dialog) June 2010 - Present
Credit Suisse May 2001 - June 2011
Nomura Securities 1998 - 2001
Morgan Stanley Smith Barney 1998 - 1999
Merrill Lynch 1987 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives, Fixed Income, Options, Low Latency, Investment Banking, Bloomberg, Structured Products, Trading
Education
City University of New York-Brooklyn College
Martin Rizek's Merrill Lynch Experience July 2006 - October 2006
Job Consultant at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
Northrop Grumman Corporation January 2009 - Present
AIG Global Investments August 2007 - June 2009
The Blackstone Group March 2007 - December 2008
IBM April 2008 - October 2008
TIAA-CREF January 2005 - March 2008
Phillips Van Heusen November 2006 - February 2007
Merrill Lynch July 2006 - October 2006
Goldman Sachs March 2004 - January 2005
Skills
Technical Recruiting, Business Analysis, Active Directory, Enterprise Architecture, Servers, Data Warehousing, VMware, IT Strategy, Windows Server, Citrix, Disaster Recovery, Program Management, Requirements Analysis, Project Management, Solution Architecture, SDLC, System Deployment, Vendor Management
Education
City University of New York-College of Staten Island 1992 — 1995
BS and MS, Computer Science
New Dorp High
Northrop Grumman Corporation January 2009 - Present
AIG Global Investments August 2007 - June 2009
The Blackstone Group March 2007 - December 2008
IBM April 2008 - October 2008
TIAA-CREF January 2005 - March 2008
Phillips Van Heusen November 2006 - February 2007
Merrill Lynch July 2006 - October 2006
Goldman Sachs March 2004 - January 2005
Skills
Technical Recruiting, Business Analysis, Active Directory, Enterprise Architecture, Servers, Data Warehousing, VMware, IT Strategy, Windows Server, Citrix, Disaster Recovery, Program Management, Requirements Analysis, Project Management, Solution Architecture, SDLC, System Deployment, Vendor Management
Education
City University of New York-College of Staten Island 1992 — 1995
BS and MS, Computer Science
New Dorp High
jerry josefs's Merrill Lynch Experience 1975 - 1983
Job Owner, the brin group and Financial Services Specialist
Industry Financial Services
Experience
the brin group executive recruiteraccess personnelJune 1986 - June 1995
access personnel 1986 - 1995
merrill lynch 1975 - 1983
Skills
Investments, Strategic Financial..., Risk Management, Financial Analysis, Portfolio Management, Strategic Planning, Equities, Fixed Income, Due Diligence
Education
City University of New York-Brooklyn College 1970 — 1975
ba, physical education
City University of New York-Brooklyn College
the brin group executive recruiteraccess personnelJune 1986 - June 1995
access personnel 1986 - 1995
merrill lynch 1975 - 1983
Skills
Investments, Strategic Financial..., Risk Management, Financial Analysis, Portfolio Management, Strategic Planning, Equities, Fixed Income, Due Diligence
Education
City University of New York-Brooklyn College 1970 — 1975
ba, physical education
City University of New York-Brooklyn College
Peter Gioia's Merrill Lynch Experience March 1987 - April 1994
Job Manager/Senior Architect at ICAP
Industry Financial Services
Experience
ICAP April 2004 - Present
Various May 1998 - April 2004
Greenwich Capital May 1997 - May 1998
Morgan Stanley April 1994 - May 1997
Merrill Lynch March 1987 - April 1994
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Fixed Income, Multithreading, Derivatives, Exchange Connectivity, Unix, Options, Financial Markets, Trading, Credit Derivatives, Distributed Systems, Interest Rate..., Enterprise Architecture, Order Management, SDLC, Agile Methodologies, Financial Services, Swaps, Structured Products, Java Enterprise Edition, High Availability, Trading System, Production Support, Sybase, Software Development, Object Oriented Design, SOA, Perl, Application Architecture, Design Patterns, Middleware, Spring, Back Office, Release Management, Oracle, Technical Analysis, Capital Markets, Data Modeling, Web Services, Software Project..., Database Design, Software Design, Linux, Solution Architecture, Agile Project Management, Architecture, Solaris
Education
City University of New York-Brooklyn College 1979 — 1982
BS, Computer Science
ICAP April 2004 - Present
Various May 1998 - April 2004
Greenwich Capital May 1997 - May 1998
Morgan Stanley April 1994 - May 1997
Merrill Lynch March 1987 - April 1994
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Fixed Income, Multithreading, Derivatives, Exchange Connectivity, Unix, Options, Financial Markets, Trading, Credit Derivatives, Distributed Systems, Interest Rate..., Enterprise Architecture, Order Management, SDLC, Agile Methodologies, Financial Services, Swaps, Structured Products, Java Enterprise Edition, High Availability, Trading System, Production Support, Sybase, Software Development, Object Oriented Design, SOA, Perl, Application Architecture, Design Patterns, Middleware, Spring, Back Office, Release Management, Oracle, Technical Analysis, Capital Markets, Data Modeling, Web Services, Software Project..., Database Design, Software Design, Linux, Solution Architecture, Agile Project Management, Architecture, Solaris
Education
City University of New York-Brooklyn College 1979 — 1982
BS, Computer Science
Frank P. Cullen's Merrill Lynch Experience November 2003 - September 2004
Job Compliance Professional
Industry Financial Services
Experience
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
Zeeshan Mirza's Merrill Lynch Experience September 2004 - September 2006
Job Application Architect at Weight Watchers
Industry Information Technology and Services
Experience
Weight Watchers August 2010 - Present
The Resource Group (TRG) February 2007 - May 2010
Merrill Lynch September 2004 - September 2006
LiquidXS.com 2002 - 2004
Warner Music Group January 2000 - December 2001
Credit Swiss First Boston December 1999 - December 2001
Institute for Basic Research 1992 - 1993
Skills
Software Project..., Project Management, CRM, Requirements Analysis, Microsoft SQL Server, SDLC, ASP.NET, Business Analysis, .NET, Agile Methodologies, C#, Web Services, Software Development, Database Design, WCF, XML, Integration, VB.NET, Business Intelligence, Scrum
Education
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Weight Watchers August 2010 - Present
The Resource Group (TRG) February 2007 - May 2010
Merrill Lynch September 2004 - September 2006
LiquidXS.com 2002 - 2004
Warner Music Group January 2000 - December 2001
Credit Swiss First Boston December 1999 - December 2001
Institute for Basic Research 1992 - 1993
Skills
Software Project..., Project Management, CRM, Requirements Analysis, Microsoft SQL Server, SDLC, ASP.NET, Business Analysis, .NET, Agile Methodologies, C#, Web Services, Software Development, Database Design, WCF, XML, Integration, VB.NET, Business Intelligence, Scrum
Education
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Jeff Ferrara's Merrill Lynch Experience February 1996 - April 1998
Job Restaurant Manager at Chili's
Industry Restaurants
Experience
Brinker International September 2014 - Present
BB&T October 2012 - September 2014
BankAtlantic April 2008 - October 2012
BankAtlantic March 2006 - April 2008
Red the Uniform Tailor July 2002 - January 2006
American Income Life December 2001 - July 2002
Merrill Lynch Investment Managers April 1998 - February 2002
Merrill Lynch February 1996 - April 1998
Zeller Tuxedos February 1993 - February 1996
Skills
Coaching, Research, Delegation, Loans, Mentoring, Compassion, Diligent, Productive, Increasing Revenue, Community Relations, Client Relationship..., Relationship Development, Trust Services, Retirement Plan..., Financial Reporting, Retail Banking, Retail Management, Business Management, Business Strategy, Identifying New..., Cross Selling, Deposits, Sales, Banking, Customer Service, Relationship Management, Team Building, Sales Management, Leadership, Training, Management, Hiring
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science, Business Management & Finance
Midwood HS
Brinker International September 2014 - Present
BB&T October 2012 - September 2014
BankAtlantic April 2008 - October 2012
BankAtlantic March 2006 - April 2008
Red the Uniform Tailor July 2002 - January 2006
American Income Life December 2001 - July 2002
Merrill Lynch Investment Managers April 1998 - February 2002
Merrill Lynch February 1996 - April 1998
Zeller Tuxedos February 1993 - February 1996
Skills
Coaching, Research, Delegation, Loans, Mentoring, Compassion, Diligent, Productive, Increasing Revenue, Community Relations, Client Relationship..., Relationship Development, Trust Services, Retirement Plan..., Financial Reporting, Retail Banking, Retail Management, Business Management, Business Strategy, Identifying New..., Cross Selling, Deposits, Sales, Banking, Customer Service, Relationship Management, Team Building, Sales Management, Leadership, Training, Management, Hiring
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science, Business Management & Finance
Midwood HS
Lola C. West's Merrill Lynch Experience May 2000 - October 2009
Job Managing Director. WestFuller Advisors. LLC
Industry Financial Services
Experience
WestFuller Advisors LLC May 2010 - Present
Merrill Lynch May 2000 - October 2009
Skills
Wealth Management, Philanthropy, Planned Giving, Fund Development, Leveraging Strategic..., Personal Financial..., Strateg, Financial Advisory, Series 7, Investments, Fundraising, Mutual Funds, Corporate Finance, Finance, Alternative Investments, Management, Series 63, Asset Allocation, Strategy, Strategic Planning, Investment Banking, Due Diligence, Investment Advisory, Personal Finance, Entrepreneurship, Venture Capital, Wealth Management..., Asset Managment, Hedge Funds, Wealth, Nonprofits, Bonds, Asset Management
Education
City University of New York-Brooklyn College
Bachelor's degree, Psychology/Sociology
City University of New York-Hunter College
Master of Urban Planning, Urban Planning
WestFuller Advisors LLC May 2010 - Present
Merrill Lynch May 2000 - October 2009
Skills
Wealth Management, Philanthropy, Planned Giving, Fund Development, Leveraging Strategic..., Personal Financial..., Strateg, Financial Advisory, Series 7, Investments, Fundraising, Mutual Funds, Corporate Finance, Finance, Alternative Investments, Management, Series 63, Asset Allocation, Strategy, Strategic Planning, Investment Banking, Due Diligence, Investment Advisory, Personal Finance, Entrepreneurship, Venture Capital, Wealth Management..., Asset Managment, Hedge Funds, Wealth, Nonprofits, Bonds, Asset Management
Education
City University of New York-Brooklyn College
Bachelor's degree, Psychology/Sociology
City University of New York-Hunter College
Master of Urban Planning, Urban Planning
Oleg Vinokur's Merrill Lynch Experience 2000 - 2003
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 1987 - Present
Merrill Lynch 2000 - 2003
Education
City University of New York-Brooklyn College 1979 — 1984
Credit Suisse March 1987 - Present
Merrill Lynch 2000 - 2003
Education
City University of New York-Brooklyn College 1979 — 1984
Sebastian Burtone's Merrill Lynch Experience 1988 - 1995
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Felix Revis's Merrill Lynch Experience March 2005 - February 2007
Job Senior SQL and Oracle Database Administrator / Architect.
Industry Computer Software
Experience
HazelTree April 2015 - Present
Angelo, Gordon & Co. January 2012 - April 2015
Keefe Bruyette & Woods March 2007 - September 2011
Merrill Lynch March 2005 - February 2007
Quadriserv Securities, Inc. July 2004 - March 2005
Alliance Capital April 2004 - July 2004
Bloomberg March 2003 - March 2004
McKinsey & Co., Inc. October 2000 - December 2001
Memorial Sloan-Kettering Cancer Center April 1998 - October 2000
NBC October 1996 - April 1998
Skills
Oracle, SQL, Architecture, Sybase, Data Warehousing, Database Design, Unix Shell Scripting, ETL, RMAN, SQL Tuning, Replication, Unix, Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, SDLC, Oracle RAC, Solaris, Performance Tuning
Education
City University of New York-Brooklyn College 1992 — 1995
MS, Computer Information Science
City University of New York-Brooklyn College 1986 — 1991
MS, Computer Information Science
HazelTree April 2015 - Present
Angelo, Gordon & Co. January 2012 - April 2015
Keefe Bruyette & Woods March 2007 - September 2011
Merrill Lynch March 2005 - February 2007
Quadriserv Securities, Inc. July 2004 - March 2005
Alliance Capital April 2004 - July 2004
Bloomberg March 2003 - March 2004
McKinsey & Co., Inc. October 2000 - December 2001
Memorial Sloan-Kettering Cancer Center April 1998 - October 2000
NBC October 1996 - April 1998
Skills
Oracle, SQL, Architecture, Sybase, Data Warehousing, Database Design, Unix Shell Scripting, ETL, RMAN, SQL Tuning, Replication, Unix, Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, SDLC, Oracle RAC, Solaris, Performance Tuning
Education
City University of New York-Brooklyn College 1992 — 1995
MS, Computer Information Science
City University of New York-Brooklyn College 1986 — 1991
MS, Computer Information Science
Marilyn Murphy's Merrill Lynch Experience July 2000 - March 2003
Job Corporate Action Manager at AIG Investments
Industry Investment Management
Experience
AIG Investments May 2003 - Present
Merrill Lynch July 2000 - March 2003
Merrill Lynch April 1994 - July 2000
Education
City University of New York-Brooklyn College 1992 — 1993
Paralegal Certificate
Fordham University
Masters, Education
AIG Investments May 2003 - Present
Merrill Lynch July 2000 - March 2003
Merrill Lynch April 1994 - July 2000
Education
City University of New York-Brooklyn College 1992 — 1993
Paralegal Certificate
Fordham University
Masters, Education
Jaclyn Mineo's Merrill Lynch Experience July 2014 - Present
Job Complex Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Seeger Weiss LLP September 2007 - June 2014
Goldman Sachs October 2006 - September 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Legal Writing, Research, Process Scheduler, Lexis, Legal Research, Contract Negotiation, Event Planning, Civil Litigation, Document Review, Legal Assistance, Litigation, Litigation Support, Trials, Management, Westlaw, Time Management
Education
City University of New York-Brooklyn College 2006 — 2010
Bachelors, Business Management and Finance
Merrill Lynch July 2014 - Present
Seeger Weiss LLP September 2007 - June 2014
Goldman Sachs October 2006 - September 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Legal Writing, Research, Process Scheduler, Lexis, Legal Research, Contract Negotiation, Event Planning, Civil Litigation, Document Review, Legal Assistance, Litigation, Litigation Support, Trials, Management, Westlaw, Time Management
Education
City University of New York-Brooklyn College 2006 — 2010
Bachelors, Business Management and Finance
Lou Friedman's Merrill Lynch Experience March 1997 - February 2000
Job Senior Software Engineer at TexelTek Global Technologies
Industry Computer Software
Experience
TexelTek Global Technologies December 2011 - Present
PROTEUS Technologies April 2007 - December 2012
CA, Inc. July 2006 - March 2007
NCBI July 2002 - July 2006
Merrill Lynch March 1997 - February 2000
Skills
Software Development, Perl, Agile Methodologies, XML, Unix, Java, SQL, Software Engineering, Linux, Scrum, C++, Microsoft SQL Server
Education
City University of New York Graduate Center 1984 — 1992
Doctor of Philosophy (PhD), Computer Science
Brooklyn College
Bachelor of Science (BS), Computer and information Science
TexelTek Global Technologies December 2011 - Present
PROTEUS Technologies April 2007 - December 2012
CA, Inc. July 2006 - March 2007
NCBI July 2002 - July 2006
Merrill Lynch March 1997 - February 2000
Skills
Software Development, Perl, Agile Methodologies, XML, Unix, Java, SQL, Software Engineering, Linux, Scrum, C++, Microsoft SQL Server
Education
City University of New York Graduate Center 1984 — 1992
Doctor of Philosophy (PhD), Computer Science
Brooklyn College
Bachelor of Science (BS), Computer and information Science
Harold Kaplan's Merrill Lynch Experience March 2001 - July 2008
Job Regulatory Coordinator at Financial Industry Regulatory Authority, Inc. (FINRA)
Industry Investment Banking
Experience
Financial Industry Regulatory Authority, Inc. (FINRA) March 2014 - Present
Georgeson Securities Corporation - Computershare July 2008 - September 2013
Merrill Lynch March 2001 - July 2008
Gruntal & Co. LLC July 1997 - March 2001
Oscar Gruss & Son Incorporated February 1993 - July 1997
Carroll McEntee & McGinley July 1992 - February 1993
Skills
Securities, Finance, FINRA, Fixed Income, Capital Markets, Trading, Financial Services, Accounting, SEC, Equities, Risk Management, Auditing, Derivatives, Microsoft Office, Series 27, Epicor, Account Reconciliation
Education
City University of New York-College of Staten Island 1989 — 1992
Bachelors of Science
Financial Industry Regulatory Authority, Inc. (FINRA) March 2014 - Present
Georgeson Securities Corporation - Computershare July 2008 - September 2013
Merrill Lynch March 2001 - July 2008
Gruntal & Co. LLC July 1997 - March 2001
Oscar Gruss & Son Incorporated February 1993 - July 1997
Carroll McEntee & McGinley July 1992 - February 1993
Skills
Securities, Finance, FINRA, Fixed Income, Capital Markets, Trading, Financial Services, Accounting, SEC, Equities, Risk Management, Auditing, Derivatives, Microsoft Office, Series 27, Epicor, Account Reconciliation
Education
City University of New York-College of Staten Island 1989 — 1992
Bachelors of Science
Howard Benkov's Merrill Lynch Experience August 1999 - February 2002
Job Sr Software Sourcing Manager at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. September 2014 - Present
Accenture May 2013 - September 2014
New York Life Insurance Company November 2012 - May 2013
Ernst & Young January 2012 - August 2012
Cisco October 2006 - October 2011
H Edward & Son Inc 2002 - 2006
Merrill Lynch August 1999 - February 2002
NCR Technology Services - NY Metro September 1995 - August 1999
Manufactures Hanover 1974 - 1976
Manufactures Hanover 1974 - 1976
Skills
Financial Services, IT Strategy, Management, Strategic Sourcing, Contract Negotiation, Change Management, Mergers, Business Strategy, Product Management, Business Analysis, Information Technology, Executive Management, Strategic Planning, Team Leadership, Cloud Computing, Team Building, Outsourcing, Strategy, Mergers & Acquisitions, SaaS, Vendor Management
Education
Monmouth University
Masters, History
City University of New York-Brooklyn College
BA, Economics
Raymond James Financial, Inc. September 2014 - Present
Accenture May 2013 - September 2014
New York Life Insurance Company November 2012 - May 2013
Ernst & Young January 2012 - August 2012
Cisco October 2006 - October 2011
H Edward & Son Inc 2002 - 2006
Merrill Lynch August 1999 - February 2002
NCR Technology Services - NY Metro September 1995 - August 1999
Manufactures Hanover 1974 - 1976
Manufactures Hanover 1974 - 1976
Skills
Financial Services, IT Strategy, Management, Strategic Sourcing, Contract Negotiation, Change Management, Mergers, Business Strategy, Product Management, Business Analysis, Information Technology, Executive Management, Strategic Planning, Team Leadership, Cloud Computing, Team Building, Outsourcing, Strategy, Mergers & Acquisitions, SaaS, Vendor Management
Education
Monmouth University
Masters, History
City University of New York-Brooklyn College
BA, Economics
Marybeth Donovan's Merrill Lynch Experience January 2005 - June 2008
Job Business Consultant
Industry Financial Services
Experience
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Loraine Erskine's Merrill Lynch Experience October 1998 - July 2007
Job Manager Internal Audit AXA Equitable
Industry Insurance
Experience
AXA Equitable October 2012 - Present
AXA -Equitable 2007 - October 2012
Merrill Lynch October 1998 - July 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Accounting, Insurance, GAAP, Strategic Financial..., Sarbanes-Oxley, Auditing
Education
City University of New York-Brooklyn College 2013 — 2015
Master’s Degree, Business Economics
City University of New York-Brooklyn College 2003 — 2007
Bachelor’s Degree, Accounting
AXA Equitable October 2012 - Present
AXA -Equitable 2007 - October 2012
Merrill Lynch October 1998 - July 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Accounting, Insurance, GAAP, Strategic Financial..., Sarbanes-Oxley, Auditing
Education
City University of New York-Brooklyn College 2013 — 2015
Master’s Degree, Business Economics
City University of New York-Brooklyn College 2003 — 2007
Bachelor’s Degree, Accounting
Sreeni Raja's Merrill Lynch Experience October 2001 - May 2002
Job Business Intelligence Analyst
Industry Financial Services
Experience
Sneha Diagnostics April 2014 - March 2015
Allianz Global Investors March 2011 - January 2012
US Department of Veterans Affairs, Washington, DC March 2009 - September 2009
Allianz March 2008 - August 2008
oppenheimer&co 2000 - 2008
Merrill Lynch October 2001 - May 2002
CIBC World Markets, NY April 2001 - September 2001
Prudential, NJ April 1998 - March 2001
Skills
Microsoft BI Suite, Business Analysis, Sybase, SDLC, Data Warehousing, VBA, Business Intelligence, ETL, SQL, Microsoft SQL Server, Data Modeling, Requirements Analysis
Education
City University of New York-Brooklyn College 1992 — 1994
M.A, Computer and Information Sciences
Mysore Universy, India 1986 — 1990
B.Tech, Computer Science
NYIT
Sneha Diagnostics April 2014 - March 2015
Allianz Global Investors March 2011 - January 2012
US Department of Veterans Affairs, Washington, DC March 2009 - September 2009
Allianz March 2008 - August 2008
oppenheimer&co 2000 - 2008
Merrill Lynch October 2001 - May 2002
CIBC World Markets, NY April 2001 - September 2001
Prudential, NJ April 1998 - March 2001
Skills
Microsoft BI Suite, Business Analysis, Sybase, SDLC, Data Warehousing, VBA, Business Intelligence, ETL, SQL, Microsoft SQL Server, Data Modeling, Requirements Analysis
Education
City University of New York-Brooklyn College 1992 — 1994
M.A, Computer and Information Sciences
Mysore Universy, India 1986 — 1990
B.Tech, Computer Science
NYIT
Vladimir Birbrayer's Merrill Lynch Experience November 2006 - September 2009
Job Sr. Software engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2013 - Present
Nomura Securities August 2011 - August 2013
Citi February 2010 - August 2011
Barclays Capital March 2009 - February 2010
Merrill Lynch November 2006 - September 2009
UBS Investment Bank July 2006 - November 2006
JPMorgan Chase March 2006 - July 2006
MarketAxess August 2005 - March 2006
Goldman Sachs September 2003 - August 2005
JPMorgan Chase 2000 - 2003
Skills
Fixed Income, Electronic Trading, Management, Credit Derivatives, Spring, Agile Methodologies, Java, Eclipse, SQL, Financial Services, Databases, JMS, Multithreading, Distributed Systems, Perl, Object Oriented Design, Exchange Connectivity, Oracle, Core Java, SDLC, Derivatives, Interest Rate..., Sybase, Capital Markets, Market Data, Trading Systems, Business Analysis, Low Latency, Investment Banking, Prime Brokerage, SOA, Unix Shell Scripting, Reference Data, XML, ION Marketview, TIBCO, TIBCO Rendezvous
Education
City University of New York-Brooklyn College 1998 — 2002
BS, CIS
Morgan Stanley August 2013 - Present
Nomura Securities August 2011 - August 2013
Citi February 2010 - August 2011
Barclays Capital March 2009 - February 2010
Merrill Lynch November 2006 - September 2009
UBS Investment Bank July 2006 - November 2006
JPMorgan Chase March 2006 - July 2006
MarketAxess August 2005 - March 2006
Goldman Sachs September 2003 - August 2005
JPMorgan Chase 2000 - 2003
Skills
Fixed Income, Electronic Trading, Management, Credit Derivatives, Spring, Agile Methodologies, Java, Eclipse, SQL, Financial Services, Databases, JMS, Multithreading, Distributed Systems, Perl, Object Oriented Design, Exchange Connectivity, Oracle, Core Java, SDLC, Derivatives, Interest Rate..., Sybase, Capital Markets, Market Data, Trading Systems, Business Analysis, Low Latency, Investment Banking, Prime Brokerage, SOA, Unix Shell Scripting, Reference Data, XML, ION Marketview, TIBCO, TIBCO Rendezvous
Education
City University of New York-Brooklyn College 1998 — 2002
BS, CIS
Edward Ronan's Merrill Lynch Experience September 1981 - June 1987
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial August 1997 - February 2009
First Data Corporation July 1987 - February 1997
Merrill Lynch September 1981 - June 1987
Skills
CRM, Financial Services, Portfolio Management, Management, Retirement, Business Process..., Project Planning, Relationship Management, Insurance, Securities, Wealth Management, Change Management, Investments, Process Improvement, Risk Management, Finance, Series 63, Vendor Management, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College 1978 — 1981
undergraduate, accounting
Sun Life Financial August 1997 - February 2009
First Data Corporation July 1987 - February 1997
Merrill Lynch September 1981 - June 1987
Skills
CRM, Financial Services, Portfolio Management, Management, Retirement, Business Process..., Project Planning, Relationship Management, Insurance, Securities, Wealth Management, Change Management, Investments, Process Improvement, Risk Management, Finance, Series 63, Vendor Management, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College 1978 — 1981
undergraduate, accounting
Raul Aguilar's Merrill Lynch Experience September 2006 - February 2008
Job Compliance Officer at Western Asset Management
Industry Financial Services
Experience
Western Asset Management February 2008 - Present
Merrill Lynch September 2006 - February 2008
State Street 2004 - 2006
Skills
Derivatives, Mutual Funds, Fixed Income, Securities, Financial Services, Asset Management
Education
City University of New York-Brooklyn College 2000 — 2002
BS, Business Management and Finance
Western Asset Management February 2008 - Present
Merrill Lynch September 2006 - February 2008
State Street 2004 - 2006
Skills
Derivatives, Mutual Funds, Fixed Income, Securities, Financial Services, Asset Management
Education
City University of New York-Brooklyn College 2000 — 2002
BS, Business Management and Finance
Dennis Tognan's Merrill Lynch Experience 2007 - 2008
Job Executive Director JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2013 - Present
Bank of America/Merrill Lynch July 2011 - February 2012
Bank of America 2008 - 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 1999 - 2007
Skills
Vendor Management, Leadership, Mergers & Acquisitions, Requirements Analysis, Management, Financial Services, SDLC, Business Analysis, Risk Management, Market Data, Wealth Management, IT Strategy, Portfolio Management, Fixed Income, Financial Analysis, Trading Systems, SOA, Equities, Program Management, Organizational..., Securities, Web Services, Mergers, PMO, Information Technology, Options, Technology Platforms
Education
City University of New York-College of Staten Island 1974 — 1978
BA, English
JPMorgan Chase April 2013 - Present
Bank of America/Merrill Lynch July 2011 - February 2012
Bank of America 2008 - 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 1999 - 2007
Skills
Vendor Management, Leadership, Mergers & Acquisitions, Requirements Analysis, Management, Financial Services, SDLC, Business Analysis, Risk Management, Market Data, Wealth Management, IT Strategy, Portfolio Management, Fixed Income, Financial Analysis, Trading Systems, SOA, Equities, Program Management, Organizational..., Securities, Web Services, Mergers, PMO, Information Technology, Options, Technology Platforms
Education
City University of New York-College of Staten Island 1974 — 1978
BA, English
Raul A. Lagos's Merrill Lynch Experience June 1987 - June 1996
Job Wellness Consultant at Premier Athletic Club
Industry Health, Wellness and Fitness
Experience
Premier Athletic Club December 2013 - Present
Newedge August 2003 - January 2013
Prudential Financial July 1996 - July 2003
Merrill Lynch June 1987 - June 1996
Skills
Trading, Derivatives, Options, Hedging, Commodity Markets, Electronic Trading, Energy, Commodity, Fluent in Spanish..., Series 3, 7 and 63, Risk Management, Sales and Marketing, Institutional Client..., Valuation, Fixed Income, Relationship Management, Hedge Funds, Series 63
Education
New York University 1990 — 1993
MBA, Finance / International Business
City University of New York-College of Staten Island 1983 — 1987
Bachelor's degree, Finance
Premier Athletic Club December 2013 - Present
Newedge August 2003 - January 2013
Prudential Financial July 1996 - July 2003
Merrill Lynch June 1987 - June 1996
Skills
Trading, Derivatives, Options, Hedging, Commodity Markets, Electronic Trading, Energy, Commodity, Fluent in Spanish..., Series 3, 7 and 63, Risk Management, Sales and Marketing, Institutional Client..., Valuation, Fixed Income, Relationship Management, Hedge Funds, Series 63
Education
New York University 1990 — 1993
MBA, Finance / International Business
City University of New York-College of Staten Island 1983 — 1987
Bachelor's degree, Finance
Jeffrey Snow 10,000+'s Merrill Lynch Experience July 2002 - April 2007
Job Executive Vice President,Business Development at Forex Global Staffing Inc.
Industry Information Technology and Services
Experience
Forex Global Staffing Inc. February 2007 - Present
Societe Generale April 2008 - August 2008
Deutsche Bank June 2007 - February 2008
Merrill Lynch July 2002 - April 2007
Morgan Stanley July 1997 - October 2000
Skills
Sales Management, Contract Recruitment, New Business Development, Fixed Income, Derivatives, Credit, Finance, Management, Business Development, Financial Risk, Project Management, Bonds, Options, FX Options, Business Intelligence, Risk Management, Financial Services, Sourcing, Trading, CRM, Equity Derivatives
Education
City University of New York-College of Staten Island
International Business
Forex Global Staffing Inc. February 2007 - Present
Societe Generale April 2008 - August 2008
Deutsche Bank June 2007 - February 2008
Merrill Lynch July 2002 - April 2007
Morgan Stanley July 1997 - October 2000
Skills
Sales Management, Contract Recruitment, New Business Development, Fixed Income, Derivatives, Credit, Finance, Management, Business Development, Financial Risk, Project Management, Bonds, Options, FX Options, Business Intelligence, Risk Management, Financial Services, Sourcing, Trading, CRM, Equity Derivatives
Education
City University of New York-College of Staten Island
International Business
Oksana Kuchman's Merrill Lynch Experience 2006 - 2009
Job Treasury Operations, Merrill Lynch
Industry Financial Services
Experience
2006 Present MERRILL LYNCH & CO., INC September 2006 - Present
Merrill Lynch 2006 - 2009
UBS AG July 2006 - September 2006
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA April 2006 - June 2006
HSH NORDBANK AG September 2005 - February 2006
Education
City University of New York-Brooklyn College 2004 — 2006
MA, Economics
2006 Present MERRILL LYNCH & CO., INC September 2006 - Present
Merrill Lynch 2006 - 2009
UBS AG July 2006 - September 2006
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA April 2006 - June 2006
HSH NORDBANK AG September 2005 - February 2006
Education
City University of New York-Brooklyn College 2004 — 2006
MA, Economics
Nicoleta Tozzi-Lippert's Merrill Lynch Experience February 2007 - Present
Job Assistant Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch February 2007 - Present
Merrill Lynch April 2004 - February 2007
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors of Science, Accounting, Finance
Merrill Lynch February 2007 - Present
Merrill Lynch April 2004 - February 2007
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors of Science, Accounting, Finance
Michael Loschiavo's Merrill Lynch Experience 1995 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Otsuka Pharmaceutical Companies (U.S.) January 2009 - Present
Merrill Lynch 1995 - 2008
Skills
Banking, Business Analysis, Risk Management, Vendor Management, SDLC
Education
City University of New York-College of Staten Island
Information Technology
Otsuka Pharmaceutical Companies (U.S.) January 2009 - Present
Merrill Lynch 1995 - 2008
Skills
Banking, Business Analysis, Risk Management, Vendor Management, SDLC
Education
City University of New York-College of Staten Island
Information Technology
James Stahlnecker Jr.'s Merrill Lynch Experience October 2006 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Education
City University of New York-Brooklyn College 1991 — 1996
Bachelor, Managment Finance
Merrill Lynch October 2006 - Present
Education
City University of New York-Brooklyn College 1991 — 1996
Bachelor, Managment Finance
Joe Cocivera's Merrill Lynch Experience November 2013 - September 2014
Job Financial Services Consultant
Industry Banking
Experience
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
Steven Cornell's Merrill Lynch Experience June 1997 - Present
Job IT Manager
Industry Information Technology and Services
Experience
Merrill Lynch June 1997 - Present
Merrill Lynch 1987 - 2008
Skills
Oracle, ITIL, Data Warehousing, Integration, Databases, Oracle E-Business Suite, Risk Management, Release Management, Financial Services, Vendor Management, IT Strategy, SDLC, Software Development, Management, Program Management, IT Management, Project Planning, Mergers & Acquisitions, Business Analysis, IT Service Management, Human Resources
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Computer Sci
Pace University - Lubin School of Business
MBA, info science
Merrill Lynch June 1997 - Present
Merrill Lynch 1987 - 2008
Skills
Oracle, ITIL, Data Warehousing, Integration, Databases, Oracle E-Business Suite, Risk Management, Release Management, Financial Services, Vendor Management, IT Strategy, SDLC, Software Development, Management, Program Management, IT Management, Project Planning, Mergers & Acquisitions, Business Analysis, IT Service Management, Human Resources
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Computer Sci
Pace University - Lubin School of Business
MBA, info science
Patricia Gandarillas's Merrill Lynch Experience 1980 - 2008
Job Operation Manager
Industry Accounting
Experience
Merrill Lynch 1980 - 2008
Education
City University of New York-Brooklyn College 1974 — 1976
M.S. Education, Education
Merrill Lynch 1980 - 2008
Education
City University of New York-Brooklyn College 1974 — 1976
M.S. Education, Education
Rory Griffin's Merrill Lynch Experience 1994 - 1997
Job Completed agressive studies at AVTech
Industry Information Technology and Services
Experience
Primerica Financial Services February 2009 - June 2011
Bank of New York Mellon February 1999 - December 2008
The Bank of New York 1999 - 2005
Spear, Leeds & Kellogg 1997 - 1999
Merrill Lynch 1994 - 1997
ADP Brokerage / Broadridge 1978 - 1994
Restoration Christian Fellowship 1988 - 1993
Skills
SDLC, Software Project..., Process Improvement, Integration, Software Documentation, Business Process..., Software Development, Team Building, Quality Assurance, Project Management, Disaster Recovery, Management, Security, Business Analysis, Training, Leadership, Information Technology, Requirements Analysis, Software Process..., Visio, Vendor Management, Program Management, IT Strategy, RACI, Maturity Models, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Agile & Waterfall..., SharePoint, LibreOffice, Ubuntu, CMMI, Coaching & Mentoring, Analysis, Requirements Management, Functional Requirements, Stakeholder Management, Consulting
Education
AVTech 2014 — 2015
Project Management/Business Analyst
City University of New York-College of Staten Island 1971 — 1972
Computer Science
AVTech
Primerica Financial Services February 2009 - June 2011
Bank of New York Mellon February 1999 - December 2008
The Bank of New York 1999 - 2005
Spear, Leeds & Kellogg 1997 - 1999
Merrill Lynch 1994 - 1997
ADP Brokerage / Broadridge 1978 - 1994
Restoration Christian Fellowship 1988 - 1993
Skills
SDLC, Software Project..., Process Improvement, Integration, Software Documentation, Business Process..., Software Development, Team Building, Quality Assurance, Project Management, Disaster Recovery, Management, Security, Business Analysis, Training, Leadership, Information Technology, Requirements Analysis, Software Process..., Visio, Vendor Management, Program Management, IT Strategy, RACI, Maturity Models, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Agile & Waterfall..., SharePoint, LibreOffice, Ubuntu, CMMI, Coaching & Mentoring, Analysis, Requirements Management, Functional Requirements, Stakeholder Management, Consulting
Education
AVTech 2014 — 2015
Project Management/Business Analyst
City University of New York-College of Staten Island 1971 — 1972
Computer Science
AVTech
Jeff Krasner's Merrill Lynch Experience 1998 - 2009
Job Managing Director at Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Paresh Kadiwar's Merrill Lynch Experience July 1996 - September 2004
Job Senior .NET Application Architect and Team Lead at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch April 2009 - Present
Enterprise Engineering, Inc. July 2006 - March 2009
SpeechCycle, Inc October 2004 - June 2006
Merrill Lynch July 1996 - September 2004
Comverse Technology Inc July 1988 - June 1996
Wagner College March 1985 - June 1988
Skills
C#, SQL, JavaScript, Web Services, ASP.NET
Education
City University of New York-Brooklyn College 1989 — 1992
MS, Computer Science
Wagner College 1983 — 1984
B.S., Computer Science
Bank of America Merrill Lynch April 2009 - Present
Enterprise Engineering, Inc. July 2006 - March 2009
SpeechCycle, Inc October 2004 - June 2006
Merrill Lynch July 1996 - September 2004
Comverse Technology Inc July 1988 - June 1996
Wagner College March 1985 - June 1988
Skills
C#, SQL, JavaScript, Web Services, ASP.NET
Education
City University of New York-Brooklyn College 1989 — 1992
MS, Computer Science
Wagner College 1983 — 1984
B.S., Computer Science
Nicole Titus's Merrill Lynch Experience 1968 - 2008
Job Writer, artist, and Haitian Creole translator selfemployed
Industry Education Management
Experience
selfemployed April 2008 - Present
Merrill Lynch 1968 - 2008
Skills
Blogging, Editing, Creative Writing, Customer Service, Proofreading, Event Management, Copy Editing, Social Media, Event Planning, Published Author, Newsletters, Copywriting, Journalism, Press Releases, Storytelling, Editorial, Web Content, Teaching
Education
Brooklyn College 1982 — 1990
BA & MA, English
selfemployed April 2008 - Present
Merrill Lynch 1968 - 2008
Skills
Blogging, Editing, Creative Writing, Customer Service, Proofreading, Event Management, Copy Editing, Social Media, Event Planning, Published Author, Newsletters, Copywriting, Journalism, Press Releases, Storytelling, Editorial, Web Content, Teaching
Education
Brooklyn College 1982 — 1990
BA & MA, English
David Samardin's Merrill Lynch Experience July 2002 - October 2003
Job Equity and Derivatives Compliance; Societe Generale Corporate and Investment Banking SG CIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Terri Grant's Merrill Lynch Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2006 - 2009
J.P. Morgan 2001 - May 2006
BNY Mellon 2002 - 2006
Skills
Mutual Funds
Education
City University of New York-Brooklyn College
BS, Business
Merrill Lynch 2006 - 2009
J.P. Morgan 2001 - May 2006
BNY Mellon 2002 - 2006
Skills
Mutual Funds
Education
City University of New York-Brooklyn College
BS, Business
Eloy O. Cruz-Bizet's Merrill Lynch Experience 1979 - 1980
Job Senior Fellow At Bizet Laboratories
Industry Research
Experience
Bizet Laboratories April 2013 - Present
Roller Magazine - The Big Apple Roller Rag 1980 - 2014
Ink Top Graphics Corp. January 1992 - March 2013
Skating Systems Integration 1998 - 2010
Mt. Sinai Medical Center 1983 - 1985
GHI 1980 - 1983
Merrill Lynch 1979 - 1980
NY shipping Association 1977 - 1979
Skills
Posters, Wide Format Printing, Web Design, Pre-press, Newsletters, ADOBE Illustrator &..., Print Management, Print On Demand, Ethnic Social..., Trade Shows, Multi-Language Graphic..., Dreaamweaver CC 14, Calendars & Date..., Booklets & Brochures, Business Cards &..., SERIF Page Plus X6, ADOBE Illustrator &..., ADOBE Acrobat & PDF..., Screen Printing &..., Rack Cards & Post Cards, Custom Ink Color Mixing, Banners & Signs, Letterhead & Envelopes, Large Format Printing, Decals & Stickers, Offset & Digital..., Print & Transparancy..., Leaflets & Handouts, Advertising &..., Direct Mail - Mailing..., Folding & Cutting, Product Photography, E-mail Marketing, Digital Graphics Design, Logo Design & Corporate..., ADOBE Creative Suite, Die Cut, Advertising & Promotions, Box design & Packaging, Laminating, z/OS w/JES2, VSAM & IDCAMS, CICS, FDR, TSO/SPF, JCL & Utilities, DASD Management, RACF Security, Advertising, Digital Printing
Education
City University of New York-Brooklyn College 1969 — 1976
Physics, Psychology
Bizet Laboratories April 2013 - Present
Roller Magazine - The Big Apple Roller Rag 1980 - 2014
Ink Top Graphics Corp. January 1992 - March 2013
Skating Systems Integration 1998 - 2010
Mt. Sinai Medical Center 1983 - 1985
GHI 1980 - 1983
Merrill Lynch 1979 - 1980
NY shipping Association 1977 - 1979
Skills
Posters, Wide Format Printing, Web Design, Pre-press, Newsletters, ADOBE Illustrator &..., Print Management, Print On Demand, Ethnic Social..., Trade Shows, Multi-Language Graphic..., Dreaamweaver CC 14, Calendars & Date..., Booklets & Brochures, Business Cards &..., SERIF Page Plus X6, ADOBE Illustrator &..., ADOBE Acrobat & PDF..., Screen Printing &..., Rack Cards & Post Cards, Custom Ink Color Mixing, Banners & Signs, Letterhead & Envelopes, Large Format Printing, Decals & Stickers, Offset & Digital..., Print & Transparancy..., Leaflets & Handouts, Advertising &..., Direct Mail - Mailing..., Folding & Cutting, Product Photography, E-mail Marketing, Digital Graphics Design, Logo Design & Corporate..., ADOBE Creative Suite, Die Cut, Advertising & Promotions, Box design & Packaging, Laminating, z/OS w/JES2, VSAM & IDCAMS, CICS, FDR, TSO/SPF, JCL & Utilities, DASD Management, RACF Security, Advertising, Digital Printing
Education
City University of New York-Brooklyn College 1969 — 1976
Physics, Psychology
Marsha Jones's Merrill Lynch Experience September 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2008 - March 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Series 63, Leadership, Wealth Management, Recruiting, Business Development, Series 7, Investments, Asset Allocation, Asset Management, Retirement Planning, Securities, Financial Services, Management, Training, Finance, Financial Analysis, Team Building, Financial Advisory, Sales, Mutual Funds, Risk Management, Selling, Banking
Education
City University of New York-Herbert H. Lehman College
Bachelors, English
Columbia University in the City of New York
Masters, Education
Merrill Lynch September 2008 - March 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Series 63, Leadership, Wealth Management, Recruiting, Business Development, Series 7, Investments, Asset Allocation, Asset Management, Retirement Planning, Securities, Financial Services, Management, Training, Finance, Financial Analysis, Team Building, Financial Advisory, Sales, Mutual Funds, Risk Management, Selling, Banking
Education
City University of New York-Herbert H. Lehman College
Bachelors, English
Columbia University in the City of New York
Masters, Education
Marat Belman's Merrill Lynch Experience 1994 - 2000
Job Director
Industry Computer Software
Experience
Fidelity Investments May 2010 - Present
New York University 2009 - 2011
Cegedim Dendrite March 2009 - August 2010
CompuTool 2009 - 2009
Fidelity Investments 2001 - 2008
Merrill Lynch 1994 - 2000
Skills
SQL, Requirements Analysis, XML, Program Management, SDLC, Agile Methodologies, DB2, Architecture, Project Management, Data Modeling, Business Analysis, Sybase
Education
Brooklyn College 1990 — 1994
Bachelor of Science (B.S.), Computer Science
Fidelity Investments May 2010 - Present
New York University 2009 - 2011
Cegedim Dendrite March 2009 - August 2010
CompuTool 2009 - 2009
Fidelity Investments 2001 - 2008
Merrill Lynch 1994 - 2000
Skills
SQL, Requirements Analysis, XML, Program Management, SDLC, Agile Methodologies, DB2, Architecture, Project Management, Data Modeling, Business Analysis, Sybase
Education
Brooklyn College 1990 — 1994
Bachelor of Science (B.S.), Computer Science
Robert Moserowitz's Merrill Lynch Experience April 1999 - April 2005
Job Director Chief Financial Officer ABN AMRO Securities (USA) LLC
Industry Investment Banking
Experience
ABN AMRO Securities (USA) LLC 2013 - Present
Mitsubishi UFJ Securities 2008 - 2013
Nomura Securities International, Inc May 2005 - July 2008
Merrill Lynch April 1999 - April 2005
Yamaichi Securities USA 1997 - 1998
HSBC Securities 1995 - 1997
Chemical Securities Inc. 1993 - 1995
Donaldson, Lufkin & Jenrette Inc. 1987 - 1993
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Accounting, Bonds, Derivatives, FINRA, Financial Reporting, Swaps, Equities, Asset Management, Prime Brokerage, Securities, Valuation, Credit Derivatives, Bloomberg, Finance, Financial Analysis, Financial Risk
Education
City University of New York-Brooklyn College 1980 — 1985
BS, Accounting
ABN AMRO Securities (USA) LLC 2013 - Present
Mitsubishi UFJ Securities 2008 - 2013
Nomura Securities International, Inc May 2005 - July 2008
Merrill Lynch April 1999 - April 2005
Yamaichi Securities USA 1997 - 1998
HSBC Securities 1995 - 1997
Chemical Securities Inc. 1993 - 1995
Donaldson, Lufkin & Jenrette Inc. 1987 - 1993
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Accounting, Bonds, Derivatives, FINRA, Financial Reporting, Swaps, Equities, Asset Management, Prime Brokerage, Securities, Valuation, Credit Derivatives, Bloomberg, Finance, Financial Analysis, Financial Risk
Education
City University of New York-Brooklyn College 1980 — 1985
BS, Accounting
Helena Denham-Carter's Merrill Lynch Experience 2000 - 2002
Job Director of Compensation and Benefits at MDC Government
Industry Human Resources
Experience
Miami-Dade County July 2014 - Present
SEIU April 2007 - June 2014
U.S. Department of Health and Human Services 2006 - February 2007
Mercer January 2005 - July 2006
PriceWaterHouseCoopers 2000 - December 2004
Merrill Lynch 2000 - 2002
Ywca Retirement Fund Inc 1994 - April 1999
Soloman Smith Barney 1991 - 1993
Securities and Exchange Commision 1990 - 1991
Skills
Employee Benefits, Process Improvement, Pensions, Benefits Administration, Outsourcing, Performance Management, Management Consulting, Strategic Planning, Defined Benefit, Change Management, Retirement, Consulting, Start-ups, Vendor Management, Program Management, Financial Services, Financial Analysis, Management, Customer Service, Leadership, Policy, Employee Relations, Training, Human Resources, Labor Relations, Labor Management, Deferred Compensation, Compensation & Benefits, Workers Compensation
Education
Mercy College 2005 — 2007
MS, Business
City University of New York-College of Staten Island 2000 — 2006
BS, Finance
Miami-Dade County July 2014 - Present
SEIU April 2007 - June 2014
U.S. Department of Health and Human Services 2006 - February 2007
Mercer January 2005 - July 2006
PriceWaterHouseCoopers 2000 - December 2004
Merrill Lynch 2000 - 2002
Ywca Retirement Fund Inc 1994 - April 1999
Soloman Smith Barney 1991 - 1993
Securities and Exchange Commision 1990 - 1991
Skills
Employee Benefits, Process Improvement, Pensions, Benefits Administration, Outsourcing, Performance Management, Management Consulting, Strategic Planning, Defined Benefit, Change Management, Retirement, Consulting, Start-ups, Vendor Management, Program Management, Financial Services, Financial Analysis, Management, Customer Service, Leadership, Policy, Employee Relations, Training, Human Resources, Labor Relations, Labor Management, Deferred Compensation, Compensation & Benefits, Workers Compensation
Education
Mercy College 2005 — 2007
MS, Business
City University of New York-College of Staten Island 2000 — 2006
BS, Finance
Jay Resnick's Merrill Lynch Experience 1990 - 2008
Job Consultant at Kforce Inc.
Industry Management Consulting
Experience
Kforce Inc. April 2011 - Present
REF Computer Corporation June 2010 - September 2010
US Census April 2010 - June 2010
Merrill Lynch 1990 - 2008
Skills
SDLC, Visio, Business Analysis, IT Strategy, Software Project..., Vendor Management, PMO, Requirements Gathering, SharePoint, Requirements Analysis, Integration, Business Intelligence, Project Portfolio..., Project Management, Enterprise Architecture, Business Process, Information Technology, Systems Analysis, Business Process..., Business Requirements, IT Management, Resource Management, Management, Process Improvement, Program Management, Consulting, Agile Methodologies, Risk Management, Leadership
Education
Brooklyn College 1973 — 1977
English Language and Literature, General
Kforce Inc. April 2011 - Present
REF Computer Corporation June 2010 - September 2010
US Census April 2010 - June 2010
Merrill Lynch 1990 - 2008
Skills
SDLC, Visio, Business Analysis, IT Strategy, Software Project..., Vendor Management, PMO, Requirements Gathering, SharePoint, Requirements Analysis, Integration, Business Intelligence, Project Portfolio..., Project Management, Enterprise Architecture, Business Process, Information Technology, Systems Analysis, Business Process..., Business Requirements, IT Management, Resource Management, Management, Process Improvement, Program Management, Consulting, Agile Methodologies, Risk Management, Leadership
Education
Brooklyn College 1973 — 1977
English Language and Literature, General
Anthony Marraccino's Merrill Lynch Experience January 1989 - January 1996
Job Paraprofessional/Job Coach
Industry Primary/Secondary Education
Experience
Freehold Regional High School District January 2010 - Present
Merrill Lynch January 1989 - January 1996
Skills
Community Outreach, Special Education, Teaching, Literacy, Career Counseling, Student Counseling, Differentiated..., Instructional Technology, IEP, Secondary Education, K-12, Training
Education
CUNY York College 1993 — 1996
Bachelor's degree, K-12 Education
Kingsborough Community College 1990 — 1992
Associate's Degree, Liberal Arts and Sciences
City University of New York-College of Staten Island 1988 — 1990
canarsie high school 1986 — 1988
Freehold Regional High School District January 2010 - Present
Merrill Lynch January 1989 - January 1996
Skills
Community Outreach, Special Education, Teaching, Literacy, Career Counseling, Student Counseling, Differentiated..., Instructional Technology, IEP, Secondary Education, K-12, Training
Education
CUNY York College 1993 — 1996
Bachelor's degree, K-12 Education
Kingsborough Community College 1990 — 1992
Associate's Degree, Liberal Arts and Sciences
City University of New York-College of Staten Island 1988 — 1990
canarsie high school 1986 — 1988
Y Goldberg's Merrill Lynch Experience 1998 - 2000
Job hello!
Industry Real Estate
Experience
self Sr analystCantor Fitzgerald2000 - 2001
Merrill Lynch 1998 - 2000
Goldman Sachs 1991 - 1997
citicorp 1988 - 1991
Education
Brooklyn College
self Sr analystCantor Fitzgerald2000 - 2001
Merrill Lynch 1998 - 2000
Goldman Sachs 1991 - 1997
citicorp 1988 - 1991
Education
Brooklyn College
Josephine Alfano's Merrill Lynch Experience 1992 - 2008
Job at Bank of America
Industry Banking
Experience
Broadcort, a division of Merrill Lynch, Pierce, Fenner & Smith Inc. June 2015 - Present
Bank of America 2008 - May 2015
Merrill Lynch 1992 - 2008
Merrill Lynch 1988 - 1992
Merrill Lynch 1986 - 1988
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Anchor Bank 1978 - 1981
Skills
Bonds, Settlement, Trading, Corporate Actions, Risk Management, Vendor Management, Process Improvement, Capital Markets, Derivatives, Fixed Income, Financial Services, Operational Risk, Equities, Market Data, Securities, Bloomberg, Trading Systems, Series 7, Financial Markets, Hedge Funds, Back Office, Prime Brokerage, Financial Risk, Middle Office
Education
City University of New York-Brooklyn College 1991 — 1992
Paralegal Certification
Samuel J. Tilden, HS 1974 — 1978
Broadcort, a division of Merrill Lynch, Pierce, Fenner & Smith Inc. June 2015 - Present
Bank of America 2008 - May 2015
Merrill Lynch 1992 - 2008
Merrill Lynch 1988 - 1992
Merrill Lynch 1986 - 1988
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Anchor Bank 1978 - 1981
Skills
Bonds, Settlement, Trading, Corporate Actions, Risk Management, Vendor Management, Process Improvement, Capital Markets, Derivatives, Fixed Income, Financial Services, Operational Risk, Equities, Market Data, Securities, Bloomberg, Trading Systems, Series 7, Financial Markets, Hedge Funds, Back Office, Prime Brokerage, Financial Risk, Middle Office
Education
City University of New York-Brooklyn College 1991 — 1992
Paralegal Certification
Samuel J. Tilden, HS 1974 — 1978
Jyothsna Parne's Merrill Lynch Experience May 2011 - December 2011
Job Reference data BA at JP Morgan Chase
Industry Education Management
Experience
JP Morgan Chase Reference data BAJP Morgan ChaseMarch 2012 - Present
Merrill Lynch May 2011 - December 2011
ETS January 2009 - July 2011
Education
City University of New York-College of Staten Island 2001 — 2003
M.S, Computer science
JP Morgan Chase Reference data BAJP Morgan ChaseMarch 2012 - Present
Merrill Lynch May 2011 - December 2011
ETS January 2009 - July 2011
Education
City University of New York-College of Staten Island 2001 — 2003
M.S, Computer science
Lana Grobshteyn's Merrill Lynch Experience January 2014 - Present
Job Director at Merrill Lynch, Bank of America
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Skills
Electronic Trading, Market Data, Reference Data, Trading Systems, Fixed Income, SDLC, Vendor Management, DB2, Equities, Financial Services, Risk Management, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, PMO, User Acceptance Testing, Portfolio Management, Enterprise Architecture, Program Management, Requirements Analysis, Securities
Education
City University of New York-Brooklyn College 1981 — 1985
bs, cis
Merrill Lynch January 2014 - Present
Skills
Electronic Trading, Market Data, Reference Data, Trading Systems, Fixed Income, SDLC, Vendor Management, DB2, Equities, Financial Services, Risk Management, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, PMO, User Acceptance Testing, Portfolio Management, Enterprise Architecture, Program Management, Requirements Analysis, Securities
Education
City University of New York-Brooklyn College 1981 — 1985
bs, cis
Joe Kogut's Merrill Lynch Experience March 1988 - October 2006
Job Divisional Sales Manager BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch March 1988 - October 2006
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, ETFs, Securities, Sales, Separately Managed..., Financial Services, Portfolio Management, Fixed Income, Equities, Investment Management
Education
Moore Catholic HS 1979 — 1983
City University of New York-College of Staten Island
BlackRock October 2006 - Present
Merrill Lynch March 1988 - October 2006
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, ETFs, Securities, Sales, Separately Managed..., Financial Services, Portfolio Management, Fixed Income, Equities, Investment Management
Education
Moore Catholic HS 1979 — 1983
City University of New York-College of Staten Island
Celia Soto's Merrill Lynch Experience September 1977 - February 1980
Job Circulation Desk Supervisor at Mount Sinai Medical Center
Industry Research
Experience
Mount Sinai Medical Center February 1980 - Present
Mount Sinai School of Medicine February 1980 - December 2011
Merrill Lynch September 1977 - February 1980
Skills
Mental Health, Library, Customer Service, Program Development, Healthcare, Hospitals, Libraries, Research
Education
City University of New York-Herbert H. Lehman College 2003 — 2008
BS, Sociology
City University of New York-Herbert H. Lehman College 2002 — 2008
BA, Sociology
Mount Sinai Medical Center February 1980 - Present
Mount Sinai School of Medicine February 1980 - December 2011
Merrill Lynch September 1977 - February 1980
Skills
Mental Health, Library, Customer Service, Program Development, Healthcare, Hospitals, Libraries, Research
Education
City University of New York-Herbert H. Lehman College 2003 — 2008
BS, Sociology
City University of New York-Herbert H. Lehman College 2002 — 2008
BA, Sociology
Matthew Lifson's Merrill Lynch Experience 1981 - 1987
Job Account Executive at Central Payment
Industry Consumer Services
Experience
Central Payment June 2014 - Present
Central Payment 2014 - 2015
Cambridge Mercantile June 2011 - May 2013
Sovereign Bank July 2010 - June 2011
First Niagara Bank July 2009 - November 2009
Aflac September 2008 - July 2009
PNC June 1998 - March 2007
Chase Manhattan Bank 1987 - 1996
Merrill Lynch 1981 - 1987
Harlow Meyer 1980 - 1981
Skills
Financial Markets, FX, Trading, Options, Currency, Hedging, Risk, FX trading, Technical Analysis, Economics, Rates, Customer Relations, Analysis, Institutional, New Business Development, Capital Markets, FX Options, Customer Service, Equities, Swaps, Financial Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Risk Management, Bloomberg, Trading Systems, Treasury Management, Electronic Trading, Portfolio Management, Financial Modeling, FX Hedging, Trading Strategies, Money Market, Foreign Exchange, Investment Banking, Alternative Investments, Commodity, Proprietary Trading, Investments, Asset Management, Structured Products, Forwards, Bonds
Education
St. John's University 1975 — 1980
MBA, International Finance
Brooklyn College 1971 — 1974
BA, Speech and Economics
Central Payment June 2014 - Present
Central Payment 2014 - 2015
Cambridge Mercantile June 2011 - May 2013
Sovereign Bank July 2010 - June 2011
First Niagara Bank July 2009 - November 2009
Aflac September 2008 - July 2009
PNC June 1998 - March 2007
Chase Manhattan Bank 1987 - 1996
Merrill Lynch 1981 - 1987
Harlow Meyer 1980 - 1981
Skills
Financial Markets, FX, Trading, Options, Currency, Hedging, Risk, FX trading, Technical Analysis, Economics, Rates, Customer Relations, Analysis, Institutional, New Business Development, Capital Markets, FX Options, Customer Service, Equities, Swaps, Financial Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Risk Management, Bloomberg, Trading Systems, Treasury Management, Electronic Trading, Portfolio Management, Financial Modeling, FX Hedging, Trading Strategies, Money Market, Foreign Exchange, Investment Banking, Alternative Investments, Commodity, Proprietary Trading, Investments, Asset Management, Structured Products, Forwards, Bonds
Education
St. John's University 1975 — 1980
MBA, International Finance
Brooklyn College 1971 — 1974
BA, Speech and Economics
Philip Schirripa's Merrill Lynch Experience 1993 - 1994
Job Technology Consultant, Data Warehousing Specialist at PowerApps Inc
Industry Information Technology and Services
Experience
PowerApps Inc 1996 - Present
Deutsche Bank November 2013 - Present
Hess Corporation 2003 - November 2013
Warner Music Group September 1996 - June 2004
Advanced Solutions Inc. 1995 - 1996
Coopers & Lybrand 1994 - 1995
Merrill Lynch 1993 - 1994
Coopers & Lybrand 1991 - 1993
Dialogue Inc. 1987 - 1991
Skills
Data Warehousing, SQL, Microsoft SQL Server, Integration, SSIS, Management, Business Analysis, IT Strategy, Requirements Analysis, IT Management, SDLC, ASP.NET, C#, Oracle, Cloud Computing, Project Management, CCAR, Call Reporting, Regulatory Reporting, Data Cleaning, Data Analysis, Data Governance, Data Reconciliation, G/L Reconciliations, Stored Procedures
Education
Brooklyn College
M.A., Computer and Information Science
Brooklyn College
B.S., Computer and Information Science
New York University
Java Programming
New York University
C Programming
PowerApps Inc 1996 - Present
Deutsche Bank November 2013 - Present
Hess Corporation 2003 - November 2013
Warner Music Group September 1996 - June 2004
Advanced Solutions Inc. 1995 - 1996
Coopers & Lybrand 1994 - 1995
Merrill Lynch 1993 - 1994
Coopers & Lybrand 1991 - 1993
Dialogue Inc. 1987 - 1991
Skills
Data Warehousing, SQL, Microsoft SQL Server, Integration, SSIS, Management, Business Analysis, IT Strategy, Requirements Analysis, IT Management, SDLC, ASP.NET, C#, Oracle, Cloud Computing, Project Management, CCAR, Call Reporting, Regulatory Reporting, Data Cleaning, Data Analysis, Data Governance, Data Reconciliation, G/L Reconciliations, Stored Procedures
Education
Brooklyn College
M.A., Computer and Information Science
Brooklyn College
B.S., Computer and Information Science
New York University
Java Programming
New York University
C Programming
Erica Weissman's Merrill Lynch Experience December 1982 - March 1986
Job teacher at Dept. of Education
Industry Education Management
Experience
Dept. of Education September 1995 - Present
Merrill Lynch December 1982 - March 1986
Hearst Magazines July 1981 - December 1982
Skills
Lesson Planning, Classroom Management, Curriculum Design, Curriculum Development, Classroom, Literacy, Educational Leadership, Differentiated..., Tutoring, Elementary Education, Educational Technology, Special Education, Social Studies, Language Arts, Curriculum Mapping, K-12, RTI, Secondary Education
Education
Brooklyn College 1990 — 1993
Master's degree, Early Childhood Education and Teaching
City University of New York-Herbert H. Lehman College
Bachelor's degree, Sociology
Dept. of Education September 1995 - Present
Merrill Lynch December 1982 - March 1986
Hearst Magazines July 1981 - December 1982
Skills
Lesson Planning, Classroom Management, Curriculum Design, Curriculum Development, Classroom, Literacy, Educational Leadership, Differentiated..., Tutoring, Elementary Education, Educational Technology, Special Education, Social Studies, Language Arts, Curriculum Mapping, K-12, RTI, Secondary Education
Education
Brooklyn College 1990 — 1993
Master's degree, Early Childhood Education and Teaching
City University of New York-Herbert H. Lehman College
Bachelor's degree, Sociology
Irene Kukin's Merrill Lynch Experience October 1996 - September 1998
Job Supervisory Support Manager Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2012 - Present
Bank of America Merrill Lynch March 2007 - December 2011
Bank of America October 2005 - March 2007
New York Life Insurance Company September 1998 - October 2005
Merrill Lynch October 1996 - September 1998
Concord Inc. August 1987 - October 1996
Skills
Compliance/Regulation, Operations Risk..., Electronic..., Information Security..., Project...
Education
Brooklyn College 1984 — 1987
Bachelor of Science, Accounting
Chubb Institute
FINRA Ser. 7, 24, 63, 79
Life Management Institute
Fellow
Bank of America April 2012 - Present
Bank of America Merrill Lynch March 2007 - December 2011
Bank of America October 2005 - March 2007
New York Life Insurance Company September 1998 - October 2005
Merrill Lynch October 1996 - September 1998
Concord Inc. August 1987 - October 1996
Skills
Compliance/Regulation, Operations Risk..., Electronic..., Information Security..., Project...
Education
Brooklyn College 1984 — 1987
Bachelor of Science, Accounting
Chubb Institute
FINRA Ser. 7, 24, 63, 79
Life Management Institute
Fellow
Kimberly Sage, RN, BS's Merrill Lynch Experience September 2002 - July 2005
Job Staff Nurse at Lutheran Medical Center
Industry Hospital & Health Care
Experience
Lutheran Medical Center September 2011 - Present
Lutheran Medical Center October 2007 - September 2011
Deutsche Bank July 2005 - January 2007
Merrill Lynch September 2002 - July 2005
Merrill Lynch August 2000 - September 2002
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
NYU 1996 — 2000
Bachelor of Arts (B.A.), Anthropology
Lutheran Medical Center September 2011 - Present
Lutheran Medical Center October 2007 - September 2011
Deutsche Bank July 2005 - January 2007
Merrill Lynch September 2002 - July 2005
Merrill Lynch August 2000 - September 2002
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
NYU 1996 — 2000
Bachelor of Arts (B.A.), Anthropology
Jean Jamate's Merrill Lynch Experience January 1982 - June 2003
Job Human Resources Professional
Industry Human Resources
Experience
Randstad January 2004 - Present
Randstad 2004 - 2009
Merrill Lynch January 1982 - June 2003
Education
City University of New York-College of Staten Island 1984 — 1987
Business Administration and Management, General
Grace Institute 1958 — 1959
Secretarial Studies
Fort Hamilton High School 1954 — 1958
Randstad January 2004 - Present
Randstad 2004 - 2009
Merrill Lynch January 1982 - June 2003
Education
City University of New York-College of Staten Island 1984 — 1987
Business Administration and Management, General
Grace Institute 1958 — 1959
Secretarial Studies
Fort Hamilton High School 1954 — 1958
Keishon Warren's Merrill Lynch Experience May 2003 - September 2004
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities LLC February 2005 - Present
Merrill Lynch May 2003 - September 2004
Education
City University of New York-Brooklyn College 2002 — 2007
Bachelor’s Degree, Business Administration and Management, General; accounting
JP Morgan Securities LLC February 2005 - Present
Merrill Lynch May 2003 - September 2004
Education
City University of New York-Brooklyn College 2002 — 2007
Bachelor’s Degree, Business Administration and Management, General; accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank