Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
J. Parsons J. Parsons's Merrill Lynch Experience July 1993 - March 1995
Job Retired
Industry Financial Services
Experience
Retired January 2010 - Present
PetPlay Inc July 2010 - July 2015
VelocityShares April 2011 - November 2014
BlackRock Fund Distribution Company January 2010 - September 2011
Blu Skye Sustainability Consulting August 2009 - February 2010
Barclays Global Investors April 1995 - January 2010
Merrill Lynch July 1993 - March 1995
Leland O'Brien Rubinstein Associates July 1985 - June 1993
The MetaByte Company December 1984 - July 1985
Interactive Data Corporation January 1984 - December 1984
Skills
Derivatives, ETFs, Hedge Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Trading, Investment Banking, Emerging Markets, Financial Analysis, Investments, Strategy, Valuation, Finance, Securities, Private Equity, Capital Markets
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Claremont McKenna College 1975 — 1978
BA, Math & Economics
Retired January 2010 - Present
PetPlay Inc July 2010 - July 2015
VelocityShares April 2011 - November 2014
BlackRock Fund Distribution Company January 2010 - September 2011
Blu Skye Sustainability Consulting August 2009 - February 2010
Barclays Global Investors April 1995 - January 2010
Merrill Lynch July 1993 - March 1995
Leland O'Brien Rubinstein Associates July 1985 - June 1993
The MetaByte Company December 1984 - July 1985
Interactive Data Corporation January 1984 - December 1984
Skills
Derivatives, ETFs, Hedge Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Trading, Investment Banking, Emerging Markets, Financial Analysis, Investments, Strategy, Valuation, Finance, Securities, Private Equity, Capital Markets
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Claremont McKenna College 1975 — 1978
BA, Math & Economics
David Kocon David Kocon's Merrill Lynch Experience June 2004 - July 2009
Job Partner at Alden Equity Partners
Industry Venture Capital & Private Equity
Experience
Alden Equity Partners September 2014 - Present
PODS Lexington March 2010 - Present
Sun Mountain Capital April 2011 - July 2014
Merrill Lynch June 2004 - July 2009
Romanian American Capital & Trade Development Group 2000 - 2001
US Peace Corps 1998 - 2000
Skills
Private Equity, Financial Modeling, Venture Capital, Capital Markets, Valuation, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Financial Analysis
Education
Columbia University in the City of New York 2002 — 2004
MIA, International Economics
Northwestern University 1994 — 1996
BS, Industrial Engineering
Claremont McKenna College 1991 — 1995
BA, Economics
Alden Equity Partners September 2014 - Present
PODS Lexington March 2010 - Present
Sun Mountain Capital April 2011 - July 2014
Merrill Lynch June 2004 - July 2009
Romanian American Capital & Trade Development Group 2000 - 2001
US Peace Corps 1998 - 2000
Skills
Private Equity, Financial Modeling, Venture Capital, Capital Markets, Valuation, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Financial Analysis
Education
Columbia University in the City of New York 2002 — 2004
MIA, International Economics
Northwestern University 1994 — 1996
BS, Industrial Engineering
Claremont McKenna College 1991 — 1995
BA, Economics
Jessica Botero Jessica Botero's Merrill Lynch Experience May 2002 - June 2004
Job Vice President of Business Contols at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2004 - Present
Merrill Lynch May 2002 - June 2004
Axiom Design Systems October 2001 - April 2002
Skills
Budgets, Policy, Internal Controls, Procurement, Real Estate, Microsoft Excel, Strategic Planning, Microsoft Office, Finance, Business Analysis, Vendor Management, Administrative..., Office Administration, Office Management, Banking, Bloomberg, Capital Markets, Equities, Investment Banking, Administrative..., Financial Analysis, Fixed Income
Education
Hunter College 1999 — 2001
Bachelors Degree, Sociology
Sullivan Community College 1997 — 1999
Associates Degree, Human Services
Bank of America Merrill Lynch June 2004 - Present
Merrill Lynch May 2002 - June 2004
Axiom Design Systems October 2001 - April 2002
Skills
Budgets, Policy, Internal Controls, Procurement, Real Estate, Microsoft Excel, Strategic Planning, Microsoft Office, Finance, Business Analysis, Vendor Management, Administrative..., Office Administration, Office Management, Banking, Bloomberg, Capital Markets, Equities, Investment Banking, Administrative..., Financial Analysis, Fixed Income
Education
Hunter College 1999 — 2001
Bachelors Degree, Sociology
Sullivan Community College 1997 — 1999
Associates Degree, Human Services
Steven Kim Steven Kim's Merrill Lynch Experience May 2004 - August 2004
Job Internet and Infrastructure equities, Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital April 2014 - Present
Google November 2013 - April 2014
Angel Island Partners January 2013 - September 2013
Lamond Capital Partners March 2012 - December 2012
Criterion Capital Management August 2010 - February 2012
FTV Capital November 2008 - May 2010
Bain & Co. September 2006 - October 2008
USBX Advisory Services May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Financial Technology, Digital Media, Enterprise Software, Infrastructure, Equities, Valuation, Financial Modeling, Mergers, Private Equity
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts, Economics
Albuquerque Academy 1998 — 2002
Surveyor Capital April 2014 - Present
Google November 2013 - April 2014
Angel Island Partners January 2013 - September 2013
Lamond Capital Partners March 2012 - December 2012
Criterion Capital Management August 2010 - February 2012
FTV Capital November 2008 - May 2010
Bain & Co. September 2006 - October 2008
USBX Advisory Services May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Financial Technology, Digital Media, Enterprise Software, Infrastructure, Equities, Valuation, Financial Modeling, Mergers, Private Equity
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts, Economics
Albuquerque Academy 1998 — 2002
Karen Pennerman Karen Pennerman's Merrill Lynch Experience January 1981 - December 1984
Job Legal Assistant/Executive Assistant/Transcriptionist/Word Processor
Industry Executive Office
Experience
Mozley, Finlayson & Loggins LLP January 2013 - September 2014
Loeb, Block & Partners April 2001 - August 2012
Throgs Neck Taekwondo Center August 1994 - December 2005
Words Unlimited January 1987 - January 2004
KAYE, SCHOLER January 1997 - January 2000
Kirkland & Ellis LLP May 1992 - August 1995
WEIL GOTSHAL & MANGES January 1987 - January 1989
Brown & Wood January 1986 - December 1987
Merrill Lynch January 1981 - December 1984
Salomon Brothers January 1975 - December 1981
Skills
Type 120+ wpm, Microsoft Office, Microsoft Word, Outlook, Adobe Acrobat, Corporate Law, Event Planning, Entrepreneurship, Entertainment, Music, Audio Transcription, Proofreading, Editing, Research, Organizational..., Time Management, Oral & Written..., Multi Tasking, Confidentiality, Word Processing, Typing, Fax, Wordperfect, Administrative..., Legal Assistance, Customer Service, Independent Contractors, Screenplays, Manuscript, Plays, Supervisory Experience, Process Scheduler, Data Entry, Calendars, Transcription, Executive Travel, Travel Arrangements, C-Level Executive..., Invoicing, Executive Calendar..., Written Correspondence, Executive Correspondence, Training, Heavy Calendaring, Executive Level...
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
Bachelor of Arts (B.A.), African American Studies, Magna Cum Laude
Lehman College 2000 — 2005
Bachelor of Arts Degree, African-American Studies
Mozley, Finlayson & Loggins LLP January 2013 - September 2014
Loeb, Block & Partners April 2001 - August 2012
Throgs Neck Taekwondo Center August 1994 - December 2005
Words Unlimited January 1987 - January 2004
KAYE, SCHOLER January 1997 - January 2000
Kirkland & Ellis LLP May 1992 - August 1995
WEIL GOTSHAL & MANGES January 1987 - January 1989
Brown & Wood January 1986 - December 1987
Merrill Lynch January 1981 - December 1984
Salomon Brothers January 1975 - December 1981
Skills
Type 120+ wpm, Microsoft Office, Microsoft Word, Outlook, Adobe Acrobat, Corporate Law, Event Planning, Entrepreneurship, Entertainment, Music, Audio Transcription, Proofreading, Editing, Research, Organizational..., Time Management, Oral & Written..., Multi Tasking, Confidentiality, Word Processing, Typing, Fax, Wordperfect, Administrative..., Legal Assistance, Customer Service, Independent Contractors, Screenplays, Manuscript, Plays, Supervisory Experience, Process Scheduler, Data Entry, Calendars, Transcription, Executive Travel, Travel Arrangements, C-Level Executive..., Invoicing, Executive Calendar..., Written Correspondence, Executive Correspondence, Training, Heavy Calendaring, Executive Level...
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
Bachelor of Arts (B.A.), African American Studies, Magna Cum Laude
Lehman College 2000 — 2005
Bachelor of Arts Degree, African-American Studies
Michael O'Keeffe Michael O'Keeffe's Merrill Lynch Experience November 2004 - September 2010
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Alex Johnson's Merrill Lynch Experience May 2011 - August 2011
Job Analyst | Strategy & Business Development at Creative Artists Agency
Industry Investment Banking
Experience
Creative Artists Agency September 2014 - Present
Lazard June 2013 - August 2014
Merrill Lynch May 2011 - August 2011
Skills
Econometrics, Quantitative Analytics, Spanish, Financial Statement..., Finance, Mergers & Acquisitions, Venture Capital, Data Analysis, Mandarin, VBA, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Research, Valuation, Economics
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Economics-Accounting and Psychology
Thousand Oaks High School 2005 — 2009
Creative Artists Agency September 2014 - Present
Lazard June 2013 - August 2014
Merrill Lynch May 2011 - August 2011
Skills
Econometrics, Quantitative Analytics, Spanish, Financial Statement..., Finance, Mergers & Acquisitions, Venture Capital, Data Analysis, Mandarin, VBA, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Research, Valuation, Economics
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Economics-Accounting and Psychology
Thousand Oaks High School 2005 — 2009
Thomas DiFilippo Thomas DiFilippo's Merrill Lynch Experience March 2015 - July 2015
Job Senior Systems Engineer
Industry Computer Software
Experience
Cablevision of Long Island September 2015 - Present
Merrill Lynch March 2015 - July 2015
Globecomm Systems Inc. March 2014 - February 2015
Parker Hannifin December 2003 - April 2013
Bloomberg LP August 2000 - August 2002
Cantor Fitzgerald January 2000 - July 2000
Real Time Strategies January 1995 - January 2000
Moore Capital Management January 1998 - January 1999
Bloomberg LP January 1996 - January 1998
Intel Corporation August 1985 - December 1995
Skills
Microsoft Excel, Microsoft Word, English, Python, C++, Java, C, Windows NT, Linux, Unix, Microsoft SQL Server, Network Engineering, Socket Programming, TCP/IP protocols, RPC, Real-time Data..., Systems Engineering, Multithreading, High Performance..., Assembly Language, Transaction Processing, Distributed Systems, Testing, TCP/IP, Aerospace, Integration, Embedded Systems, Embedded Software, Software Engineering, Software Development
Education
SUNY Stony Brook 1977 — 1982
Bachelor of Science (B.S.), Neurobiology and Neurosciences
City University of New York-Herbert H. Lehman College 1977 — 1977
Cablevision of Long Island September 2015 - Present
Merrill Lynch March 2015 - July 2015
Globecomm Systems Inc. March 2014 - February 2015
Parker Hannifin December 2003 - April 2013
Bloomberg LP August 2000 - August 2002
Cantor Fitzgerald January 2000 - July 2000
Real Time Strategies January 1995 - January 2000
Moore Capital Management January 1998 - January 1999
Bloomberg LP January 1996 - January 1998
Intel Corporation August 1985 - December 1995
Skills
Microsoft Excel, Microsoft Word, English, Python, C++, Java, C, Windows NT, Linux, Unix, Microsoft SQL Server, Network Engineering, Socket Programming, TCP/IP protocols, RPC, Real-time Data..., Systems Engineering, Multithreading, High Performance..., Assembly Language, Transaction Processing, Distributed Systems, Testing, TCP/IP, Aerospace, Integration, Embedded Systems, Embedded Software, Software Engineering, Software Development
Education
SUNY Stony Brook 1977 — 1982
Bachelor of Science (B.S.), Neurobiology and Neurosciences
City University of New York-Herbert H. Lehman College 1977 — 1977
Ernesto Santiago Ernesto Santiago's Merrill Lynch Experience September 2001 - July 2004
Job Illustrator/Desktop Publisher at ERN GRAPHIC DESIGN
Industry Graphic Design
Experience
ERN GRAPHIC DESIGN May 2000 - Present
Lehman Brothers October 2004 - December 2008
Merrill Lynch September 2001 - July 2004
Education
CUNY Bronx Community College
Liberal Arts and Sciences/Liberal Studies
Hunter College
Liberal Arts and Sciences/Liberal Studies
ERN GRAPHIC DESIGN May 2000 - Present
Lehman Brothers October 2004 - December 2008
Merrill Lynch September 2001 - July 2004
Education
CUNY Bronx Community College
Liberal Arts and Sciences/Liberal Studies
Hunter College
Liberal Arts and Sciences/Liberal Studies
Aron Khurana Aron Khurana's Merrill Lynch Experience April 2014 - June 2015
Job Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company July 2015 - Present
Merrill Lynch April 2014 - June 2015
Credit Suisse April 2010 - April 2014
Claremont McKenna College 2013 - 2014
Claremont McKenna College 2013 - 2014
Chopper Trading November 2009 - May 2010
Enhanced Investment Products June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Gelber Group June 2007 - August 2007
Skills
Corporate Finance, Portfolio Management, Fixed Income, Equities, Economics, Bloomberg, Strategy, Investments, Sales, Mergers & Acquisitions, Analysis, Leadership, Risk Management, Hedge Funds, Management, Financial Modeling, Trading
Education
Claremont McKenna College 2005 — 2009
Bachelor's, Economics
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics
Swiss Finance Academy
Claremont McKenna College
Bachelor of Arts; a Sequence, Economics; Leadership
Lake Forest High School
Siguler Guff & Company July 2015 - Present
Merrill Lynch April 2014 - June 2015
Credit Suisse April 2010 - April 2014
Claremont McKenna College 2013 - 2014
Claremont McKenna College 2013 - 2014
Chopper Trading November 2009 - May 2010
Enhanced Investment Products June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Gelber Group June 2007 - August 2007
Skills
Corporate Finance, Portfolio Management, Fixed Income, Equities, Economics, Bloomberg, Strategy, Investments, Sales, Mergers & Acquisitions, Analysis, Leadership, Risk Management, Hedge Funds, Management, Financial Modeling, Trading
Education
Claremont McKenna College 2005 — 2009
Bachelor's, Economics
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics
Swiss Finance Academy
Claremont McKenna College
Bachelor of Arts; a Sequence, Economics; Leadership
Lake Forest High School
Ahmed El-Razi Ahmed El-Razi's Merrill Lynch Experience June 2010 - August 2010
Job Clinical Research Coordinator at U.S. Department of Veterans Affairs
Industry Research
Experience
U.S. Department of Veterans Affairs June 2015 - Present
Icahn School of Medicine at Mount Sinai September 2014 - May 2015
Hunter College March 2014 - May 2015
Hunter College January 2014 - May 2014
Merrill Lynch June 2010 - August 2010
Skills
Research, Statistics, Psychology, Data Analysis, SPSS, Python, R, Microsoft Excel, PowerPoint, JMP, GraphPad Prism, Bioinformatics, ANOVA, Regression Models, Applied Probability, Experimental Design, IRB, IACUC, Data Science, Clinical Research, Microsoft Office
Education
City University of New York-Hunter College 2013 — 2015
Bachelor of Arts (B.A.), Statistics, Psychology, Cum Laude
U.S. Department of Veterans Affairs June 2015 - Present
Icahn School of Medicine at Mount Sinai September 2014 - May 2015
Hunter College March 2014 - May 2015
Hunter College January 2014 - May 2014
Merrill Lynch June 2010 - August 2010
Skills
Research, Statistics, Psychology, Data Analysis, SPSS, Python, R, Microsoft Excel, PowerPoint, JMP, GraphPad Prism, Bioinformatics, ANOVA, Regression Models, Applied Probability, Experimental Design, IRB, IACUC, Data Science, Clinical Research, Microsoft Office
Education
City University of New York-Hunter College 2013 — 2015
Bachelor of Arts (B.A.), Statistics, Psychology, Cum Laude
Ethan Hallberg's Merrill Lynch Experience June 2013 - August 2013
Job NotforProfit Healthcare Investment Banking Analyst
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Alibaba.com June 2011 - August 2012
Skills
Japanese, Chinese, Stata, Microsoft Excel, Finance, Financial Analysis
Education
Claremont McKenna College 2011 — 2014
Bachelor of Arts (BA), Masters of Finance (MoF), Economics/Finance
Vassar College 2010 — 2010
Hong Kong International School
ASIJ
The American School in Japan
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Alibaba.com June 2011 - August 2012
Skills
Japanese, Chinese, Stata, Microsoft Excel, Finance, Financial Analysis
Education
Claremont McKenna College 2011 — 2014
Bachelor of Arts (BA), Masters of Finance (MoF), Economics/Finance
Vassar College 2010 — 2010
Hong Kong International School
ASIJ
The American School in Japan
Martin Head Martin Head's Merrill Lynch Experience September 2003 - July 2009
Job Analyst
Industry Financial Services
Experience
M&T Bank June 2011 - Present
Genworth Mortgage Insurance June 2010 - August 2010
Merrill Lynch September 2003 - July 2009
Lynx Capital Partners September 2006 - January 2008
Skills
Financial Analysis, Capital Markets, Banking, Financial Modeling, Valuation, Market Research, Portfolio Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
City University of New York-Herbert H. Lehman College 2002 — 2005
BA, Economics
M&T Bank June 2011 - Present
Genworth Mortgage Insurance June 2010 - August 2010
Merrill Lynch September 2003 - July 2009
Lynx Capital Partners September 2006 - January 2008
Skills
Financial Analysis, Capital Markets, Banking, Financial Modeling, Valuation, Market Research, Portfolio Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
City University of New York-Herbert H. Lehman College 2002 — 2005
BA, Economics
Christopher Strieter's Merrill Lynch Experience 2008 - 2008
Job Sales, Management & Strategy
Industry Wine and Spirits
Experience
Uproot Wines 2014 - Present
Senses Wines 2011 - Present
Williams Selyem Winery 2013 - 2014
VinFillment 2012 - 2013
Red Car Winery 2011 - 2012
Associated Students of Harvey Mudd College 2009 - 2010
Jackson Family Wines 2008 - 2010
Merrill Lynch 2008 - 2008
Skills
Management, Sales, Entrepreneurship, Budgets, Wineries, Strategy, Marketing, Data Analysis, Strategic Planning, Social Media Marketing, Financial Modeling, Marketing Strategy, Wine Tasting, Social Media, Event Planning, Analysis, Research, Customer Service, Wine, Finance, Business Strategy, Market Research, Microsoft Office, Financial Analysis, Mergers & Acquisitions, Event Management, Account Management, Valuation, Project Planning, Start-ups, Alcoholic Beverages, Food & Beverage, Sales Management, Brand Development, Economics, Pricing, Brand Management, Business Planning, Product Development, Business Development, Beer, Market Planning, Winemaking, Restaurants, Hospitality, Food, Retail, Public Relations
Education
Claremont McKenna College 2010 — 2011
Master's Degree, Finance
Harvey Mudd College 2006 — 2010
Bachelor of Science (B.S.), Mathematical Economics & Physics
Uproot Wines 2014 - Present
Senses Wines 2011 - Present
Williams Selyem Winery 2013 - 2014
VinFillment 2012 - 2013
Red Car Winery 2011 - 2012
Associated Students of Harvey Mudd College 2009 - 2010
Jackson Family Wines 2008 - 2010
Merrill Lynch 2008 - 2008
Skills
Management, Sales, Entrepreneurship, Budgets, Wineries, Strategy, Marketing, Data Analysis, Strategic Planning, Social Media Marketing, Financial Modeling, Marketing Strategy, Wine Tasting, Social Media, Event Planning, Analysis, Research, Customer Service, Wine, Finance, Business Strategy, Market Research, Microsoft Office, Financial Analysis, Mergers & Acquisitions, Event Management, Account Management, Valuation, Project Planning, Start-ups, Alcoholic Beverages, Food & Beverage, Sales Management, Brand Development, Economics, Pricing, Brand Management, Business Planning, Product Development, Business Development, Beer, Market Planning, Winemaking, Restaurants, Hospitality, Food, Retail, Public Relations
Education
Claremont McKenna College 2010 — 2011
Master's Degree, Finance
Harvey Mudd College 2006 — 2010
Bachelor of Science (B.S.), Mathematical Economics & Physics
Robert Furciato Robert Furciato's Merrill Lynch Experience April 2007 - November 2011
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameripise Financial Services, Inc. November 2011 - Present
Merrill Lynch April 2007 - November 2011
Smith Barney February 2004 - April 2007
Education
Hunter College
The culinary institute of america
Culinary Arts, Cooking
Ameripise Financial Services, Inc. November 2011 - Present
Merrill Lynch April 2007 - November 2011
Smith Barney February 2004 - April 2007
Education
Hunter College
The culinary institute of america
Culinary Arts, Cooking
Andrew Runde Andrew Runde's Merrill Lynch Experience June 2011 - August 2011
Job Junior at Claremont McKenna College
Industry Financial Services
Experience
Cascade Investment May 2013 - Present
Student Investment Fund, Claremont McKenna College September 2011 - Present
Globys May 2012 - August 2012
Claremont McKenna College January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
SQL, Due Diligence, Higher Education, Linear Programming, Qualitative Research, Analysis
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Mathematics and Economics; Finance Sequence, Junior
Cascade Investment May 2013 - Present
Student Investment Fund, Claremont McKenna College September 2011 - Present
Globys May 2012 - August 2012
Claremont McKenna College January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
SQL, Due Diligence, Higher Education, Linear Programming, Qualitative Research, Analysis
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Mathematics and Economics; Finance Sequence, Junior
Fangzhou Ma Fangzhou Ma's Merrill Lynch Experience June 2008 - July 2008
Job Financial Analyst
Industry Financial Services
Experience
Ashoka September 2014 - Present
HSBC July 2010 - May 2011
ABN AMRO TEDA Fund Management Co., Ltd. July 2008 - August 2008
Merrill Lynch June 2008 - July 2008
Fudan Guanghua Tech & Service Limited Company（Student Organized Company） September 2003 - July 2005
Skills
Quantitative Analytics, Financial Modeling, Derivatives, SAS, Fixed Income, NetSuite, Adaptive Insights, Financial Statement..., Financial Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master of Science
Fudan University 2003 — 2007
Bachelor's
Beijing No.5 Middle School 1997 — 2003
Ashoka September 2014 - Present
HSBC July 2010 - May 2011
ABN AMRO TEDA Fund Management Co., Ltd. July 2008 - August 2008
Merrill Lynch June 2008 - July 2008
Fudan Guanghua Tech & Service Limited Company（Student Organized Company） September 2003 - July 2005
Skills
Quantitative Analytics, Financial Modeling, Derivatives, SAS, Fixed Income, NetSuite, Adaptive Insights, Financial Statement..., Financial Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master of Science
Fudan University 2003 — 2007
Bachelor's
Beijing No.5 Middle School 1997 — 2003
DianaMaria Shivers DianaMaria Shivers's Merrill Lynch Experience May 1999 - January 2000
Job VisionIT Relationship Manager onsite at Pfizer
Industry Information Technology and Services
Experience
VisionIT September 2014 - Present
Pontoon Solutions November 2007 - August 2013
Kyocera Mita February 2001 - May 2007
Merrill Lynch May 1999 - January 2000
Skills
Taleo, Onboarding, PeopleSoft, New Hire Orientations, Organizational Structure, Microsoft Word, Microsoft Excel, Oracle, Close Attention to..., Typing, Phone Etiquette, Lotus Notes, Goldmine, EHR, Beeline, Academic Tutoring, English Literature, English language skills, Oral & Written..., Writing, Business Communications, HRIS Database Management, Background Checks, Drug Testing, Corporate Social..., Non-profit Volunteer
Education
Hunter College 2007 — 2010
Bachelor's Degree, English Literature, Language and Literary Criticism minor in Greek & Latin
Kingsborough Community College 2003 — 2005
Associates, Liberal Arts and Sciences/Liberal Studies
Brooklyn College 1996 — 1997
N/A, Undeclared
VisionIT September 2014 - Present
Pontoon Solutions November 2007 - August 2013
Kyocera Mita February 2001 - May 2007
Merrill Lynch May 1999 - January 2000
Skills
Taleo, Onboarding, PeopleSoft, New Hire Orientations, Organizational Structure, Microsoft Word, Microsoft Excel, Oracle, Close Attention to..., Typing, Phone Etiquette, Lotus Notes, Goldmine, EHR, Beeline, Academic Tutoring, English Literature, English language skills, Oral & Written..., Writing, Business Communications, HRIS Database Management, Background Checks, Drug Testing, Corporate Social..., Non-profit Volunteer
Education
Hunter College 2007 — 2010
Bachelor's Degree, English Literature, Language and Literary Criticism minor in Greek & Latin
Kingsborough Community College 2003 — 2005
Associates, Liberal Arts and Sciences/Liberal Studies
Brooklyn College 1996 — 1997
N/A, Undeclared
Douglas Oosterhouse Douglas Oosterhouse's Merrill Lynch Experience December 2014 - April 2015
Job Trust Administrative Officer
Industry Financial Services
Experience
U.S. Trust April 2015 - Present
Merrill Lynch December 2014 - April 2015
Superior Court of New Jersey, Appellate Division November 2013 - August 2014
Sanctuary for Families, Court Advocates Project (CAP) September 2012 - May 2013
Rutgers Law School Community Law Clinic August 2012 - December 2012
Frommer Lawrence & Haug LLP May 2012 - August 2012
Superior Court of New Jersey, Law Division May 2011 - August 2011
Skills
Legal Writing, Legal Research, Westlaw, Courts, Appeals, Patent Litigation, Patents, Intellectual Property, Trademarks, Legal Assistance, Corporate Law, Lexis, Criminal Law, Mediation
Education
Rutgers University School of Law - Newark 2010 — 2013
Juris Doctor, Law
Hunter College 2007 — 2010
B.A., Computer Science, magna cum laude
U.S. Trust April 2015 - Present
Merrill Lynch December 2014 - April 2015
Superior Court of New Jersey, Appellate Division November 2013 - August 2014
Sanctuary for Families, Court Advocates Project (CAP) September 2012 - May 2013
Rutgers Law School Community Law Clinic August 2012 - December 2012
Frommer Lawrence & Haug LLP May 2012 - August 2012
Superior Court of New Jersey, Law Division May 2011 - August 2011
Skills
Legal Writing, Legal Research, Westlaw, Courts, Appeals, Patent Litigation, Patents, Intellectual Property, Trademarks, Legal Assistance, Corporate Law, Lexis, Criminal Law, Mediation
Education
Rutgers University School of Law - Newark 2010 — 2013
Juris Doctor, Law
Hunter College 2007 — 2010
B.A., Computer Science, magna cum laude
Dasha Zlotnikov, MBA's Merrill Lynch Experience April 2005 - August 2005
Job Marketing Manager at PhysioControl
Industry Marketing and Advertising
Experience
Physio-Control, Inc.(former division of Medtronic) May 2013 - Present
Verathon Medical June 2011 - May 2013
Verathon Medical June 2008 - June 2011
Becton Dickinson March 2007 - June 2008
Marriott Vacation Club International July 2005 - February 2007
Merrill Lynch April 2005 - August 2005
Skills
Medical Devices, Product Launch, Market Development, Product Development, Product Management, Market Research, Marketing Management, Development of..., Target Segmentation, Multi-media Marketing..., Cross-functional..., Media Planning, Advertising, Budgets, SEO, Social Media Marketing, Contractor Management, Vendor Relationships, Website Promotion, Financial Reporting, Capital Equipment, Marketing Strategy, Management, Marketing, Trade Shows, Sales Management, Sales, Direct Marketing, Product Marketing, Cross-functional Team...
Education
City University of Seattle 2010 — 2012
MBA, Global Marketing Management, 3.8
University of Utah 2002 — 2006
BS, Business Marketing, 3.6
Physio-Control, Inc.(former division of Medtronic) May 2013 - Present
Verathon Medical June 2011 - May 2013
Verathon Medical June 2008 - June 2011
Becton Dickinson March 2007 - June 2008
Marriott Vacation Club International July 2005 - February 2007
Merrill Lynch April 2005 - August 2005
Skills
Medical Devices, Product Launch, Market Development, Product Development, Product Management, Market Research, Marketing Management, Development of..., Target Segmentation, Multi-media Marketing..., Cross-functional..., Media Planning, Advertising, Budgets, SEO, Social Media Marketing, Contractor Management, Vendor Relationships, Website Promotion, Financial Reporting, Capital Equipment, Marketing Strategy, Management, Marketing, Trade Shows, Sales Management, Sales, Direct Marketing, Product Marketing, Cross-functional Team...
Education
City University of Seattle 2010 — 2012
MBA, Global Marketing Management, 3.8
University of Utah 2002 — 2006
BS, Business Marketing, 3.6
Lee Brodinsky Lee Brodinsky's Merrill Lynch Experience October 1980 - December 1983
Job Part Time Event Reception at Oregon Convention Center
Industry Banking
Experience
Oregon Convention Center January 2014 - Present
Oregon Convention Center May 2012 - Present
CNRG May 2012 - April 2013
PICI ( now JHS Securities) 1992 - 2011
Sterling Info Systems January 1990 - June 1990
JP Morgan /Chase May 1984 - January 1990
Merrill Lynch October 1980 - December 1983
Skills
Series 7, Equities, Securities, Investment Banking, Excel, Outlook, Word, Customer Relations, Oregon Notary, Paralegal Certificate., Banking, Moderator/Proofreader, Investments, Customer Service, Financial Services, Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, Finance, Event Management, Public Speaking, Training, Microsoft Word, Sales, Mutual Funds, Wealth Management, System Administration, Credit, Portfolio Management, Accounting, Administration, Team Building, Nonprofits, Analysis, Leadership, Financial Reporting, Strategic Financial..., Retail, Market Research, Data Analysis, Accounts Payable, Human Resources, Event Planning, Time Management, Loans
Education
Paralegal Institute New York 1982 — 1983
Certification, Law
City University of New York-Hunter College 1973 — 1976
BA, Sociology
New York City Technical College 1971 — 1973
AAS, Hotel and Restaurant Management
New York Technical College 1971 — 1973
BA, Sociology
Abraham Lincoln 1968 — 1971
General Diploma, General Academic Studies
Oregon Convention Center January 2014 - Present
Oregon Convention Center May 2012 - Present
CNRG May 2012 - April 2013
PICI ( now JHS Securities) 1992 - 2011
Sterling Info Systems January 1990 - June 1990
JP Morgan /Chase May 1984 - January 1990
Merrill Lynch October 1980 - December 1983
Skills
Series 7, Equities, Securities, Investment Banking, Excel, Outlook, Word, Customer Relations, Oregon Notary, Paralegal Certificate., Banking, Moderator/Proofreader, Investments, Customer Service, Financial Services, Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, Finance, Event Management, Public Speaking, Training, Microsoft Word, Sales, Mutual Funds, Wealth Management, System Administration, Credit, Portfolio Management, Accounting, Administration, Team Building, Nonprofits, Analysis, Leadership, Financial Reporting, Strategic Financial..., Retail, Market Research, Data Analysis, Accounts Payable, Human Resources, Event Planning, Time Management, Loans
Education
Paralegal Institute New York 1982 — 1983
Certification, Law
City University of New York-Hunter College 1973 — 1976
BA, Sociology
New York City Technical College 1971 — 1973
AAS, Hotel and Restaurant Management
New York Technical College 1971 — 1973
BA, Sociology
Abraham Lincoln 1968 — 1971
General Diploma, General Academic Studies
Patricia Ingrassia's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2013 - Present
Career Services Center September 2011 - May 2014
Rose Institute of State and Local Government September 2009 - March 2012
Merrill Lynch June 2011 - August 2011
Salvatori Center for the Study of Individual Freedom in the Modern World September 2010 - May 2011
Skills
Stata, Spanish, Economics, Research, PowerPoint, Financial Modeling, Statistics, SPSS, Data Analysis, Microsoft Excel, Policy Analysis, Microsoft Office, Financial Analysis, Strategy, Analysis, International Relations, Valuation, Econometrics, Public Speaking
Education
Claremont McKenna College 2009 — 2013
BA, Government
Goldman Sachs July 2013 - Present
Career Services Center September 2011 - May 2014
Rose Institute of State and Local Government September 2009 - March 2012
Merrill Lynch June 2011 - August 2011
Salvatori Center for the Study of Individual Freedom in the Modern World September 2010 - May 2011
Skills
Stata, Spanish, Economics, Research, PowerPoint, Financial Modeling, Statistics, SPSS, Data Analysis, Microsoft Excel, Policy Analysis, Microsoft Office, Financial Analysis, Strategy, Analysis, International Relations, Valuation, Econometrics, Public Speaking
Education
Claremont McKenna College 2009 — 2013
BA, Government
Erik Zech Erik Zech's Merrill Lynch Experience September 1995 - August 1997
Job Chief Financial Officer at Extole
Industry Executive Office
Experience
Extole March 2014 - Present
Pearl.com September 2012 - March 2014
Real Goods Solar, Inc. January 2008 - September 2012
Thomas Weisel Partners February 2001 - February 2008
Creditland, Inc. June 1999 - February 2001
Yahoo! June 1998 - September 1998
Merrill Lynch September 1995 - August 1997
Price Waterhouse LLP June 1993 - September 1995
Skills
Financial Analysis, Solar Energy, Renewable Energy, Private Equity, Venture Capital, Investor Relations, Financial Modeling, IPO, Corporate Finance, Energy, Mergers, Sarbanes-Oxley Act, Forecasting, Entrepreneurship, Corporate Development, Digital Media, M&A experience
Education
Kellogg Graduate School of Management 1997 — 1999
MBA, Finance
Claremont McKenna College 1989 — 1993
BS, Economics
Extole March 2014 - Present
Pearl.com September 2012 - March 2014
Real Goods Solar, Inc. January 2008 - September 2012
Thomas Weisel Partners February 2001 - February 2008
Creditland, Inc. June 1999 - February 2001
Yahoo! June 1998 - September 1998
Merrill Lynch September 1995 - August 1997
Price Waterhouse LLP June 1993 - September 1995
Skills
Financial Analysis, Solar Energy, Renewable Energy, Private Equity, Venture Capital, Investor Relations, Financial Modeling, IPO, Corporate Finance, Energy, Mergers, Sarbanes-Oxley Act, Forecasting, Entrepreneurship, Corporate Development, Digital Media, M&A experience
Education
Kellogg Graduate School of Management 1997 — 1999
MBA, Finance
Claremont McKenna College 1989 — 1993
BS, Economics
Daniel Harrity Daniel Harrity's Merrill Lynch Experience January 2013 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2013 - May 2014
Merrill Lynch January 2013 - August 2013
Year Up August 2012 - August 2013
Rally August 2008 - August 2012
Skills
Finance, Stocks, Management, Teamwork, Data Analysis, Foreign Exchange, Accounting, Project Management, Access, Public Speaking, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
City University of New York-Hunter College 2008 — 2012
English Language and Literature, General
Monsignor McClancy Memorial Highschool 2004 — 2008
Bank of America Merrill Lynch January 2013 - May 2014
Merrill Lynch January 2013 - August 2013
Year Up August 2012 - August 2013
Rally August 2008 - August 2012
Skills
Finance, Stocks, Management, Teamwork, Data Analysis, Foreign Exchange, Accounting, Project Management, Access, Public Speaking, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
City University of New York-Hunter College 2008 — 2012
English Language and Literature, General
Monsignor McClancy Memorial Highschool 2004 — 2008
Jason Rehhaut Jason Rehhaut's Merrill Lynch Experience June 2010 - August 2010
Job Consultant at Deloitte Consulting
Industry Accounting
Experience
Deloitte April 2015 - Present
Deloitte & Touche July 2012 - April 2015
Deloitte June 2011 - August 2011
Transcon Property Services June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Lancaster JetHawks May 2009 - August 2009
Skills
Auditing, Financial Reporting, Financial Accounting, Finance, US GAAP, Accounting, External Audit, GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Analysis, Financial Modeling, CPA, Financial Services, Fund Accounting, Leadership, Motivated self-starter, SEC Filings
Education
Claremont McKenna College 2008 — 2012
BA, Economics-Accounting, Finance
Hart High School
Deloitte April 2015 - Present
Deloitte & Touche July 2012 - April 2015
Deloitte June 2011 - August 2011
Transcon Property Services June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Lancaster JetHawks May 2009 - August 2009
Skills
Auditing, Financial Reporting, Financial Accounting, Finance, US GAAP, Accounting, External Audit, GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Analysis, Financial Modeling, CPA, Financial Services, Fund Accounting, Leadership, Motivated self-starter, SEC Filings
Education
Claremont McKenna College 2008 — 2012
BA, Economics-Accounting, Finance
Hart High School
Nilsa Colon Nilsa Colon's Merrill Lynch Experience March 1990 - May 1994
Job Founder of Ignite N' Rise
Industry Nonprofit Organization Management
Experience
Ignite N Rise Sandy Relief November 2012 - Present
Middletown Assemble of God March 2008 - 2013
Eagles Wings International 2010 - 2011
Merrill Lynch March 1990 - May 1994
Skills
Community Outreach, Grassroots Fundraising, Social Services, Community Development, Fundraising, Pro-active Leader, Leadership Development, Pastoral Counseling, Plannning, Teaching, Crisis Intervention, Volunteer Training, Case Managment, Biblical Studies, Missions, Nonprofits, Pastoral Care, Preaching, Theology, Training, Volunteer Management, Discipleship, Church Events, Management, Event Planning, Volunteer Recruiting, Community Organizing, Non-profit..., Stewardship, Organizational..., Leadership, Church Administration, Human Resources, Pastoral, Bible Study, Public Relations
Education
New Jersey District School of Ministry 2011 — 2014
Certification/Credentials, Missions, Theology/Theological Studies
John Jay College of Criminal Justice 1988 — 1989
Ignite N Rise Sandy Relief November 2012 - Present
Middletown Assemble of God March 2008 - 2013
Eagles Wings International 2010 - 2011
Merrill Lynch March 1990 - May 1994
Skills
Community Outreach, Grassroots Fundraising, Social Services, Community Development, Fundraising, Pro-active Leader, Leadership Development, Pastoral Counseling, Plannning, Teaching, Crisis Intervention, Volunteer Training, Case Managment, Biblical Studies, Missions, Nonprofits, Pastoral Care, Preaching, Theology, Training, Volunteer Management, Discipleship, Church Events, Management, Event Planning, Volunteer Recruiting, Community Organizing, Non-profit..., Stewardship, Organizational..., Leadership, Church Administration, Human Resources, Pastoral, Bible Study, Public Relations
Education
New Jersey District School of Ministry 2011 — 2014
Certification/Credentials, Missions, Theology/Theological Studies
John Jay College of Criminal Justice 1988 — 1989
Manit Rye Manit Rye's Merrill Lynch Experience 2003 - 2008
Job Principal at Thomas Funds
Industry Financial Services
Experience
Thomas Funds January 2008 - Present
Merrill Lynch 2003 - 2008
UBS Investment Bank 1995 - 2001
Goldman Sachs February 1994 - December 1995
Citi Bank 1991 - 1994
Skye Investment Advisors May 1985 - December 1989
Skills
Derivatives
Education
Claremont Graduate University 1983 — 1985
Masters degree in Finance, GPA of 3.6
Sri Ram College of Commerce 1980 — 1983
Bachelors in Commerce, First division
Thomas Funds January 2008 - Present
Merrill Lynch 2003 - 2008
UBS Investment Bank 1995 - 2001
Goldman Sachs February 1994 - December 1995
Citi Bank 1991 - 1994
Skye Investment Advisors May 1985 - December 1989
Skills
Derivatives
Education
Claremont Graduate University 1983 — 1985
Masters degree in Finance, GPA of 3.6
Sri Ram College of Commerce 1980 — 1983
Bachelors in Commerce, First division
Wayne Happ Wayne Happ's Merrill Lynch Experience April 2011 - January 2012
Job Senior Business Analyst/Programmer for Fixed Income/Risk and Reference Data at Citi.
Industry Financial Services
Experience
Citi January 2012 - Present
Merrill Lynch April 2011 - January 2012
Thomson Reuters August 2006 - February 2011
Keane September 2005 - August 2006
Merrill Lynch January 2003 - September 2005
JP Morgan Chase February 2002 - December 2002
Bear Stearns September 1998 - January 2002
SIAC September 1995 - September 1998
Skills
Oracle, Sybase, Databases, XML, C++, Java, Unix Shell Scripting, Derivatives, Unix, Linux, Solaris, MySQL, Integration, PL/SQL, Business Analysis, SQL, Threads, Messaging Systems, Apache, ITRS, Reference Data, Programming, Autosys, Relational Databases, Shell Scripting, Fixed Income, Oracle SQL, Corporate Actions, Market Data, Python, Back Office, Web Development, Web Design, Bloomberg, Data Analysis, Data Quality, MongoDB, Warrants
Education
City University of New York-Hunter College 2001 — 2003
BA, Computer Science/Mathematics
Citi January 2012 - Present
Merrill Lynch April 2011 - January 2012
Thomson Reuters August 2006 - February 2011
Keane September 2005 - August 2006
Merrill Lynch January 2003 - September 2005
JP Morgan Chase February 2002 - December 2002
Bear Stearns September 1998 - January 2002
SIAC September 1995 - September 1998
Skills
Oracle, Sybase, Databases, XML, C++, Java, Unix Shell Scripting, Derivatives, Unix, Linux, Solaris, MySQL, Integration, PL/SQL, Business Analysis, SQL, Threads, Messaging Systems, Apache, ITRS, Reference Data, Programming, Autosys, Relational Databases, Shell Scripting, Fixed Income, Oracle SQL, Corporate Actions, Market Data, Python, Back Office, Web Development, Web Design, Bloomberg, Data Analysis, Data Quality, MongoDB, Warrants
Education
City University of New York-Hunter College 2001 — 2003
BA, Computer Science/Mathematics
Ava Johnson's Merrill Lynch Experience 2002 - 2004
Job Director, Early Engagement at American Express
Industry Marketing and Advertising
Experience
American Express September 2013 - Present
Deloitte Consulting January 2011 - May 2012
Blaze Mobile January 2010 - November 2010
MasterCard February 2009 - December 2009
MasterCard 2005 - 2009
JP Morgan Chase 2001 - 2005
Merrill Lynch 2002 - 2004
Citibank 1989 - 2000
Skills
Cross-functional Team..., Product Development, Process Improvement, B2B, Segmentation, Credit Cards, Analytics, Relationship Management, Financial Services, Electronic Payments, Payments, Customer Acquisition, Thought Leadership, Mobile Payments, Loyalty Marketing, Debit Cards, Prepaid Cards, P2P, Product Marketing, Product Lifecycle..., Marketing Communications, Digital Marketing, E-commerce, Competitive Analysis, Online Marketing, Market Research, Marketing Strategy, Marketing, Market Analysis, Management, Multi-channel Marketing, B2B Marketing
Education
New York University 1994 — 1998
MPA, Management / Marketing
City University of New York-John Jay College of Criminal Justice 1992 — 1994
BS, Corrections Administration / Sociology
American Express September 2013 - Present
Deloitte Consulting January 2011 - May 2012
Blaze Mobile January 2010 - November 2010
MasterCard February 2009 - December 2009
MasterCard 2005 - 2009
JP Morgan Chase 2001 - 2005
Merrill Lynch 2002 - 2004
Citibank 1989 - 2000
Skills
Cross-functional Team..., Product Development, Process Improvement, B2B, Segmentation, Credit Cards, Analytics, Relationship Management, Financial Services, Electronic Payments, Payments, Customer Acquisition, Thought Leadership, Mobile Payments, Loyalty Marketing, Debit Cards, Prepaid Cards, P2P, Product Marketing, Product Lifecycle..., Marketing Communications, Digital Marketing, E-commerce, Competitive Analysis, Online Marketing, Market Research, Marketing Strategy, Marketing, Market Analysis, Management, Multi-channel Marketing, B2B Marketing
Education
New York University 1994 — 1998
MPA, Management / Marketing
City University of New York-John Jay College of Criminal Justice 1992 — 1994
BS, Corrections Administration / Sociology
Jonathan Stubblefield Jonathan Stubblefield's Merrill Lynch Experience June 2006 - August 2006
Job Sr. Financial Compliance Analyst at Southern California Edison (SCE)
Industry Higher Education
Experience
Southern California Edison (SCE) October 2012 - Present
Southern California Edison September 2011 - September 2012
Green Suites Hotel Solutions June 2010 - August 2010
International Scholars Program June 2009 - August 2009
Quailtpointe Apartments October 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, SAP, Accounting, Statistics, Microsoft Excel, Cash Flow, Analytics, Business Development, Strategic Planning, Forecasting, Project Management, Business Analysis, Corporate Finance, Data Analysis, Budgets, Investments, Risk Management, Marketing, Competitive Analysis, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2010
MBA, Strategy, Finance
Rensselaer Polytechnic Institute at Hartford 2009 — 2009
ISP, Global Enterprise Management
San Diego State University-California State University 2003 — 2007
BS, Business Finance
Southern California Edison (SCE) October 2012 - Present
Southern California Edison September 2011 - September 2012
Green Suites Hotel Solutions June 2010 - August 2010
International Scholars Program June 2009 - August 2009
Quailtpointe Apartments October 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, SAP, Accounting, Statistics, Microsoft Excel, Cash Flow, Analytics, Business Development, Strategic Planning, Forecasting, Project Management, Business Analysis, Corporate Finance, Data Analysis, Budgets, Investments, Risk Management, Marketing, Competitive Analysis, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2010
MBA, Strategy, Finance
Rensselaer Polytechnic Institute at Hartford 2009 — 2009
ISP, Global Enterprise Management
San Diego State University-California State University 2003 — 2007
BS, Business Finance
Karen Rivera's Merrill Lynch Experience February 1986 - September 2008
Job Administrative Assistant at TD Securities (USA), LLC
Industry Investment Banking
Experience
TD Securities (USA) LLC March 2015 - Present
Blue Ridge Capital July 2010 - March 2015
Merrill Lynch February 1986 - September 2008
Skills
Microsoft Excel, Derivatives, Accounting, Bloomberg, Investments, Hedge Funds, Portfolio Management, Strategy, Disaster Recovery, Vendor Management, SDLC, ITIL, Mergers & Acquisitions, Due Diligence, Investment Banking, Alternative Investments, Analysis, Customer Service, Microsoft Office, Financial Modeling, Fixed Income, Private Equity, Asset Management, Venture Capital, Banking, Strategic Financial..., Business Analysis, Project Portfolio..., Bloomberg Terminal, Valuation, Equity Research, Leadership, Securities, Trading Systems, IT Strategy, Options, Series 63, Business Process..., Governance, Risk Management, Series 7, Finance, PMO, Capital Markets, Corporate Finance, Financial Services, Prime Brokerage, Relationship Management
Education
The Simmons Business School 1984 — 1985
Yonkers High School 1980 — 1984
City University of New York-Herbert H. Lehman College
TD Securities (USA) LLC March 2015 - Present
Blue Ridge Capital July 2010 - March 2015
Merrill Lynch February 1986 - September 2008
Skills
Microsoft Excel, Derivatives, Accounting, Bloomberg, Investments, Hedge Funds, Portfolio Management, Strategy, Disaster Recovery, Vendor Management, SDLC, ITIL, Mergers & Acquisitions, Due Diligence, Investment Banking, Alternative Investments, Analysis, Customer Service, Microsoft Office, Financial Modeling, Fixed Income, Private Equity, Asset Management, Venture Capital, Banking, Strategic Financial..., Business Analysis, Project Portfolio..., Bloomberg Terminal, Valuation, Equity Research, Leadership, Securities, Trading Systems, IT Strategy, Options, Series 63, Business Process..., Governance, Risk Management, Series 7, Finance, PMO, Capital Markets, Corporate Finance, Financial Services, Prime Brokerage, Relationship Management
Education
The Simmons Business School 1984 — 1985
Yonkers High School 1980 — 1984
City University of New York-Herbert H. Lehman College
Iris Okang's Merrill Lynch Experience June 2005 - January 2007
Job
Industry Health, Wellness and Fitness
Experience
Park Professional Eye Care February 2009 - Present
Merrill Lynch June 2005 - January 2007
Vault.com June 2004 - August 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, English, Customer Service, Windows, Research, Teaching, HTML, Editing, Teamwork, Social Media, Event Planning
Education
State University of New York College at Oneonta 2005 — 2008
Bachelor of Science (BS), Dietetics/Dietitian
City University of New York-Herbert H. Lehman College 2004 — 2005
Park Professional Eye Care February 2009 - Present
Merrill Lynch June 2005 - January 2007
Vault.com June 2004 - August 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, English, Customer Service, Windows, Research, Teaching, HTML, Editing, Teamwork, Social Media, Event Planning
Education
State University of New York College at Oneonta 2005 — 2008
Bachelor of Science (BS), Dietetics/Dietitian
City University of New York-Herbert H. Lehman College 2004 — 2005
Gordon A. Howald Gordon A. Howald's Merrill Lynch Experience 1987 - 1992
Job Commerical Energy Consultant
Industry Oil & Energy
Experience
NetZero USA September 2014 - Present
Doyle Trading Consultants 2011 - June 2013
East Shore Partners 2009 - 2011
Calyon/CLSA 2007 - 2009
Natixis 2004 - 2006
Credit Lyonnais (Calyon/CLSA) 1999 - 2004
Salomon Brothers/Citigroup 1992 - 1999
Merrill Lynch 1987 - 1992
Skills
Equities, Capital Markets, Hedge Funds, Equity Research, Bloomberg, Private Equity, Fixed Income, Structured Finance, Finance, Investment Banking, Investments, Corporate Finance, Alternative Investments, Analysis, Derivatives, Valuation, Securities, Portfolio Management, Mutual Funds, Financial Modeling, Asset Managment, Asset Management, Trading, Mergers & Acquisitions, Commodity, Emerging Markets, Financial Structuring, M&A analysis, Compliance, Investor Relations, Due Diligence, Business Strategy, Financial Markets
Education
John Jay College of Criminal Justice
BS, Law
NetZero USA September 2014 - Present
Doyle Trading Consultants 2011 - June 2013
East Shore Partners 2009 - 2011
Calyon/CLSA 2007 - 2009
Natixis 2004 - 2006
Credit Lyonnais (Calyon/CLSA) 1999 - 2004
Salomon Brothers/Citigroup 1992 - 1999
Merrill Lynch 1987 - 1992
Skills
Equities, Capital Markets, Hedge Funds, Equity Research, Bloomberg, Private Equity, Fixed Income, Structured Finance, Finance, Investment Banking, Investments, Corporate Finance, Alternative Investments, Analysis, Derivatives, Valuation, Securities, Portfolio Management, Mutual Funds, Financial Modeling, Asset Managment, Asset Management, Trading, Mergers & Acquisitions, Commodity, Emerging Markets, Financial Structuring, M&A analysis, Compliance, Investor Relations, Due Diligence, Business Strategy, Financial Markets
Education
John Jay College of Criminal Justice
BS, Law
Miranda Witherspoon Brown Miranda Witherspoon Brown's Merrill Lynch Experience May 1992 - May 1996
Job Senior Technical Associate at AT&T Global Services
Industry Telecommunications
Experience
New York City Corrections Dept September 2012 - Present
New York City Corrections Dept September 2012 - Present
AT&T June 1999 - April 2011
AT&T May 1996 - June 1999
Merrill Lynch May 1992 - May 1996
Merrill Lynch June 1985 - April 1992
Skills
T1, Troubleshooting, Testing, Telecommunications, Network Operations, WAN, Visio, Disaster Recovery, Cisco Technologies, Routers, IT Operations, BMC Remedy, Networking, Quality Assurance, Release Management, Software Installation, SDLC, Computer Network..., Integration, Data Center, Switches, Security, Network Architecture, Vendor Management, Incident Management, Service Delivery, Business Analysis, Project Management, Databases, Wireless, IT Management, Business Continuity, Cisco Routers, IT Service Management, Infrastructure, IT Strategy, PMO, Program Management, Requirements Gathering, Project Portfolio..., TCP/IP, VPN, Outsourcing, MS Project, LAN-WAN, Enterprise Architecture, Cloud Computing, PMP, System Deployment, Virtualization
Education
Hunter College 1985 — 1992
Computer Science
Laguardia Community College 1981 — 1984
AAS, Data Processing
New York City Corrections Dept September 2012 - Present
New York City Corrections Dept September 2012 - Present
AT&T June 1999 - April 2011
AT&T May 1996 - June 1999
Merrill Lynch May 1992 - May 1996
Merrill Lynch June 1985 - April 1992
Skills
T1, Troubleshooting, Testing, Telecommunications, Network Operations, WAN, Visio, Disaster Recovery, Cisco Technologies, Routers, IT Operations, BMC Remedy, Networking, Quality Assurance, Release Management, Software Installation, SDLC, Computer Network..., Integration, Data Center, Switches, Security, Network Architecture, Vendor Management, Incident Management, Service Delivery, Business Analysis, Project Management, Databases, Wireless, IT Management, Business Continuity, Cisco Routers, IT Service Management, Infrastructure, IT Strategy, PMO, Program Management, Requirements Gathering, Project Portfolio..., TCP/IP, VPN, Outsourcing, MS Project, LAN-WAN, Enterprise Architecture, Cloud Computing, PMP, System Deployment, Virtualization
Education
Hunter College 1985 — 1992
Computer Science
Laguardia Community College 1981 — 1984
AAS, Data Processing
Dr. Leo F. Flanagan, Jr. Dr. Leo F. Flanagan, Jr.'s Merrill Lynch Experience 2000 - 2002
Job Helps professionals and their organizations thrive under pressure
Industry Management Consulting
Experience
The Center for Resilience 2008 - Present
Storeport 2011 - Present
Flanagan Consultants, LLC October 2002 - Present
HEART 911 2010 - 2014
Merrill Lynch 2000 - 2002
Forum Corporation March 1996 - July 2000
Cornell University 1986 - 1995
Ocean County Mental Health Clinic 1980 - 1982
Skills
Talent Management, Executive Coaching, Leadership Development, Strategy, Integrated Marketing, Leadership, Mergers & Acquisitions, Financial Services, Workshop Facilitation, Coaching, Organizational..., Change Management, Program Management, Business Strategy, Executive Development, Public Speaking, Business Transformation, Market Research, Marketing, Organizational..., Marketing Strategy, Risk Management
Education
C.U.N.Y. 1978 — 1989
Ph.D., Psychology
City University of New York-Hunter College 1978 — 1982
Master's Degree, Psychology
Fordham University 1974 — 1978
Bachelor's Degree, Double major in Psychology and Sociology
The Center for Resilience 2008 - Present
Storeport 2011 - Present
Flanagan Consultants, LLC October 2002 - Present
HEART 911 2010 - 2014
Merrill Lynch 2000 - 2002
Forum Corporation March 1996 - July 2000
Cornell University 1986 - 1995
Ocean County Mental Health Clinic 1980 - 1982
Skills
Talent Management, Executive Coaching, Leadership Development, Strategy, Integrated Marketing, Leadership, Mergers & Acquisitions, Financial Services, Workshop Facilitation, Coaching, Organizational..., Change Management, Program Management, Business Strategy, Executive Development, Public Speaking, Business Transformation, Market Research, Marketing, Organizational..., Marketing Strategy, Risk Management
Education
C.U.N.Y. 1978 — 1989
Ph.D., Psychology
City University of New York-Hunter College 1978 — 1982
Master's Degree, Psychology
Fordham University 1974 — 1978
Bachelor's Degree, Double major in Psychology and Sociology
Donna Pinnisi Donna Pinnisi's Merrill Lynch Experience March 2013 - Present
Job Client Associate at Merrill Lynch, Ithaca NY
Industry
Experience
Merrill Lynch March 2013 - Present
Cognitive Science LLC 2009 - 2011
Pinnisi & Anderson 2007 - 2011
Tompkins County Chamber of Commerce 2005 - 2007
Skills
Non-profits, Editing, Volunteer Management, Event Planning, Program Development, Community Outreach, Fundraising, Philanthropy, Public Speaking, Legal Research, Microsoft Office
Education
City University of New York-Hunter College
SUNYIT at Utica Rome
BS, Business & Public Management
Merrill Lynch March 2013 - Present
Cognitive Science LLC 2009 - 2011
Pinnisi & Anderson 2007 - 2011
Tompkins County Chamber of Commerce 2005 - 2007
Skills
Non-profits, Editing, Volunteer Management, Event Planning, Program Development, Community Outreach, Fundraising, Philanthropy, Public Speaking, Legal Research, Microsoft Office
Education
City University of New York-Hunter College
SUNYIT at Utica Rome
BS, Business & Public Management
Maxwell Vaughan Maxwell Vaughan's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Marlin Equity Partners
Industry Financial Services
Experience
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. June 2011 - Present
Master's Program in Finance and Economics at Claremont McKenna College August 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Placements, Finance
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Pontificia Universidad Católica de Chile 2007 — 2008
Economics
University of California, San Diego 2004 — 2008
B.A., Economics
Charter Financial Analyst Program
Level 2 Candidate
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. June 2011 - Present
Master's Program in Finance and Economics at Claremont McKenna College August 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Placements, Finance
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Pontificia Universidad Católica de Chile 2007 — 2008
Economics
University of California, San Diego 2004 — 2008
B.A., Economics
Charter Financial Analyst Program
Level 2 Candidate
Robert G. Smith III Robert G. Smith III's Merrill Lynch Experience August 1977 - September 1991
Job President & Chief Investment Officer at Sage Advisory Services Ltd.
Industry Investment Management
Experience
Sage Advisory Services Ltd. November 1996 - Present
Merrill Lynch August 1977 - September 1991
Loeb Rhodes September 1974 - September 1977
Skills
Fixed Income, Portfolio Management, Investments, Investment Advisory, ETFs, Asset Allocation, Capital Markets, Investment Strategies, Wealth Management, Financial Modeling, Pension Funds, Pensions, Retirement, Endowments, Insurance, Taft-Hartley Plans, Institutional & High..., LDI Strategies, Healthcare Funds
Education
Investment Management Consultants Association 2001 — 2002
Certified Investment Management Consultant, Investments
New York University - Leonard N. Stern School of Business 1976 — 1978
Master of Business Administration, Finance
City University of New York-John Jay College of Criminal Justice 1971 — 1974
Bachelor of Arts, History
Sage Advisory Services Ltd. November 1996 - Present
Merrill Lynch August 1977 - September 1991
Loeb Rhodes September 1974 - September 1977
Skills
Fixed Income, Portfolio Management, Investments, Investment Advisory, ETFs, Asset Allocation, Capital Markets, Investment Strategies, Wealth Management, Financial Modeling, Pension Funds, Pensions, Retirement, Endowments, Insurance, Taft-Hartley Plans, Institutional & High..., LDI Strategies, Healthcare Funds
Education
Investment Management Consultants Association 2001 — 2002
Certified Investment Management Consultant, Investments
New York University - Leonard N. Stern School of Business 1976 — 1978
Master of Business Administration, Finance
City University of New York-John Jay College of Criminal Justice 1971 — 1974
Bachelor of Arts, History
Elsa Cheng's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at Aecom
Industry Financial Services
Experience
AECOM September 2015 - Present
Public Financial Management June 2013 - May 2015
Claremont McKenna College August 2009 - May 2013
Merrill Lynch June 2012 - August 2012
MetLife June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Data Analysis, Economics
Education
Claremont McKenna College 2009 — 2013
Economics-Accounting
AECOM September 2015 - Present
Public Financial Management June 2013 - May 2015
Claremont McKenna College August 2009 - May 2013
Merrill Lynch June 2012 - August 2012
MetLife June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Data Analysis, Economics
Education
Claremont McKenna College 2009 — 2013
Economics-Accounting
Lidia Nash, CPA, PMP Lidia Nash, CPA, PMP's Merrill Lynch Experience April 2007 - June 2012
Job Project Manager at TD
Industry Financial Services
Experience
TD January 2014 - Present
Johnson & Johnson 2013 - 2013
Merrill Lynch April 2007 - June 2012
Munich Re America September 2004 - April 2007
Marsh December 2001 - September 2004
Mercer December 2000 - December 2001
KPMG January 2000 - December 2000
A.M. Best Company February 1994 - January 2000
Skills
Ad Hoc Reporting, Data Analysis, Data Visualization, Data Segmentation, Data Management, Data Analytics, Data Governance, Big Data, Report Development, Performance Dashboards, Portal Development, Metadata Management, Campaign Management, Marketing Analytics, Six Sigma, Project Management, Program Management, Business Insights, Business Systems..., Information Technology..., Business Analysis, Data Warehousing, Oracle, Access, Vendor Management, Analysis, Data Quality, SDLC, Business Intelligence, Data Modeling, IT Strategy, Data Mining, PMP, Process Improvement, Mergers & Acquisitions, Management, Business Intelligence...
Education
City University of New York-Hunter College 1988 — 1991
Bachelor's Degree, Accounting
TD January 2014 - Present
Johnson & Johnson 2013 - 2013
Merrill Lynch April 2007 - June 2012
Munich Re America September 2004 - April 2007
Marsh December 2001 - September 2004
Mercer December 2000 - December 2001
KPMG January 2000 - December 2000
A.M. Best Company February 1994 - January 2000
Skills
Ad Hoc Reporting, Data Analysis, Data Visualization, Data Segmentation, Data Management, Data Analytics, Data Governance, Big Data, Report Development, Performance Dashboards, Portal Development, Metadata Management, Campaign Management, Marketing Analytics, Six Sigma, Project Management, Program Management, Business Insights, Business Systems..., Information Technology..., Business Analysis, Data Warehousing, Oracle, Access, Vendor Management, Analysis, Data Quality, SDLC, Business Intelligence, Data Modeling, IT Strategy, Data Mining, PMP, Process Improvement, Mergers & Acquisitions, Management, Business Intelligence...
Education
City University of New York-Hunter College 1988 — 1991
Bachelor's Degree, Accounting
Clara de la Vega's Merrill Lynch Experience May 1967 - 1979
Job Broker Associate at Keller WilliamsValley Realty
Industry Real Estate
Experience
Keller WilliamsVillage Square Realty February 2013 - Present
Coldwell Banker Real Estate June 1991 - February 2013
TWA 1976 - 1987
Merrill Lynch May 1967 - 1979
Skills
Sellers, Short Sales, Buyer Representation, Listings, First Time Home Buyers, Relocation, Single Family Homes, New Home Sales, Condos, REO, Townhomes, Investment Properties, Investors, Referrals, Residential Homes, Real Estate, Move Up Buyers, Real Estate Transactions, Buyers, SFR, Vacation Homes, New Homes, ABR, Real Property, Income Properties, e-PRO, Relocation Buyers, Luxury, Waterfront, National Association of..., Seniors, Council of Residential..., 1031 Exchanges, HUD, Seller Representation, Listing Homes, Home Staging, Resellers, Rentals, Buyer's Agent, First Time Home Sellers, CDPE, Existing Home Sales, Second Home, Senior Real Estate, Property, Real Estate License, Assisting First Time..., Acreage, Real Estate Marketing
Education
Hunter College 1970 — 1972
The Delahante Institute 1967 — 1969
Architectural Draftsman
Keller WilliamsVillage Square Realty February 2013 - Present
Coldwell Banker Real Estate June 1991 - February 2013
TWA 1976 - 1987
Merrill Lynch May 1967 - 1979
Skills
Sellers, Short Sales, Buyer Representation, Listings, First Time Home Buyers, Relocation, Single Family Homes, New Home Sales, Condos, REO, Townhomes, Investment Properties, Investors, Referrals, Residential Homes, Real Estate, Move Up Buyers, Real Estate Transactions, Buyers, SFR, Vacation Homes, New Homes, ABR, Real Property, Income Properties, e-PRO, Relocation Buyers, Luxury, Waterfront, National Association of..., Seniors, Council of Residential..., 1031 Exchanges, HUD, Seller Representation, Listing Homes, Home Staging, Resellers, Rentals, Buyer's Agent, First Time Home Sellers, CDPE, Existing Home Sales, Second Home, Senior Real Estate, Property, Real Estate License, Assisting First Time..., Acreage, Real Estate Marketing
Education
Hunter College 1970 — 1972
The Delahante Institute 1967 — 1969
Architectural Draftsman
Dawn Padilla's Merrill Lynch Experience August 2006 - May 2011
Job executive assistant at Merrill Lynch
Industry Financial Services
Experience
NASDAQ OMX May 2011 - Present
Merrill Lynch August 2006 - May 2011
Commerzbank AG February 2001 - August 2006
Skills
Equities, Outlook, Microsoft Excel, Financial Analysis, Customer Service
Education
Pace University 2005 — 2006
Business Administration
John Jay College of Criminal Justice 1993 — 1995
Criminal Justice
NASDAQ OMX May 2011 - Present
Merrill Lynch August 2006 - May 2011
Commerzbank AG February 2001 - August 2006
Skills
Equities, Outlook, Microsoft Excel, Financial Analysis, Customer Service
Education
Pace University 2005 — 2006
Business Administration
John Jay College of Criminal Justice 1993 — 1995
Criminal Justice
Cecile Querubin Cecile Querubin's Merrill Lynch Experience July 2000 - June 2008
Job Organization Development Consultant
Industry Management Consulting
Experience
Sonoma State University, Master's Program in Organization Development August 2012 - Present
Sonoma State University, School of Business and Economics August 2011 - Present
Santa Rosa, CA and San Francisco Bay area 2010 - Present
Sweet Springs Institute 2007 - 2010
Merrill Lynch July 2000 - June 2008
Merrill Lynch January 2000 - January 2008
Merrill Lynch January 1999 - January 2000
National Committee For An Effective Congress January 1989 - January 1996
Skills
Leadership Development, Strategic Planning, Coaching, Culture Change, Change, Process Improvement, Organizational..., Team Building, Workshop Facilitation, Organizational..., Training, Teaching, Human Resources, Nonprofits, Leadership, Organizational Design
Education
Sonoma State University 2009 — 2011
M.A., Psychology, Organization Developnment
City University of New York-Hunter College
BA, Geology and Honors
Sonoma State University, Master's Program in Organization Development August 2012 - Present
Sonoma State University, School of Business and Economics August 2011 - Present
Santa Rosa, CA and San Francisco Bay area 2010 - Present
Sweet Springs Institute 2007 - 2010
Merrill Lynch July 2000 - June 2008
Merrill Lynch January 2000 - January 2008
Merrill Lynch January 1999 - January 2000
National Committee For An Effective Congress January 1989 - January 1996
Skills
Leadership Development, Strategic Planning, Coaching, Culture Change, Change, Process Improvement, Organizational..., Team Building, Workshop Facilitation, Organizational..., Training, Teaching, Human Resources, Nonprofits, Leadership, Organizational Design
Education
Sonoma State University 2009 — 2011
M.A., Psychology, Organization Developnment
City University of New York-Hunter College
BA, Geology and Honors
Isaac Pickett Isaac Pickett's Merrill Lynch Experience April 1999 - May 2001
Job Consultant at BJSS
Industry Information Technology and Services
Experience
Grayzebra ConsultantBJSSMay 2014 - Present
Citigroup September 2007 - May 2014
Barclays Capital September 2005 - September 2007
Goldman Sachs July 2004 - June 2005
Merrill Lynch April 1999 - May 2001
BondBook 2001 - 2001
BONDBOOK LLC, NYC 2001 - 2001
Mizuho Financial Group September 1997 - March 1999
Lehman Brothers 1992 - 1997
Israel Defense Forces November 1984 - May 1987
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Requirements Analysis, Equity Derivatives, Options, Commodity, Financial Markets, Capital Markets, Trading, FX Options, Sybase, SDLC, SQL, FPML, Markitwire, Interest Rate..., Swaps, Business Analysis, Interest Rate Swaps
Education
New York University 1993 — 1994
City University of New York-Hunter College 1984 — 1991
BA
Yeshiva Shaarei Torah of Rockland
Grayzebra ConsultantBJSSMay 2014 - Present
Citigroup September 2007 - May 2014
Barclays Capital September 2005 - September 2007
Goldman Sachs July 2004 - June 2005
Merrill Lynch April 1999 - May 2001
BondBook 2001 - 2001
BONDBOOK LLC, NYC 2001 - 2001
Mizuho Financial Group September 1997 - March 1999
Lehman Brothers 1992 - 1997
Israel Defense Forces November 1984 - May 1987
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Requirements Analysis, Equity Derivatives, Options, Commodity, Financial Markets, Capital Markets, Trading, FX Options, Sybase, SDLC, SQL, FPML, Markitwire, Interest Rate..., Swaps, Business Analysis, Interest Rate Swaps
Education
New York University 1993 — 1994
City University of New York-Hunter College 1984 — 1991
BA
Yeshiva Shaarei Torah of Rockland
Corbin Sawyer Corbin Sawyer's Merrill Lynch Experience March 2004 - January 2009
Job Chief Operating Officer
Industry Leisure, Travel & Tourism
Experience
Great Alaskan Holidays, Inc. January 2009 - Present
Alaska Army National Guard August 1994 - Present
Merrill Lynch March 2004 - January 2009
Education
City University of Seattle 2005 — 2007
MBA
Florida State University - College of Business 1999 — 2001
BS
Tallahassee Community College 1998 — 1999
AA
Great Alaskan Holidays, Inc. January 2009 - Present
Alaska Army National Guard August 1994 - Present
Merrill Lynch March 2004 - January 2009
Education
City University of Seattle 2005 — 2007
MBA
Florida State University - College of Business 1999 — 2001
BS
Tallahassee Community College 1998 — 1999
AA
Jeff Broner Jeff Broner's Merrill Lynch Experience January 1999 - July 2002
Job Police Officer at NYPD
Industry Law Enforcement
Experience
NYPD October 1990 - Present
Merrill Lynch January 1999 - July 2002
Skills
Instructor, Executive Protection, Crime Prevention, Criminal Investigations, Patrol, Securities Fraud, Financial Advisory, Credit Card Fraud, Martial Arts, Karate, Jiu-Jitsu, Self Defense, Enforcement, Dignitary Protection, Firearms, Public Safety, Criminal Justice, Evidence, Investigation, Security, Police, Personal Protection, Counterterrorism, Homeland Security, Interrogation, Surveillance, Homicide Investigations, Private Investigations, Tactics, Identity Theft, Internal Investigations, Active Shooter, Weapons of Mass..., First Responder, Undercover, Field Training, Personal Security, Police Training, Law Enforcement..., Physical Security, Community Policing, SWAT, Workplace Violence, Crime Scene..., Hostage Negotiator, Security Operations, Field Training Officer, Corporate Security, Protection, Close Protection
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1994
Bachelor's degree, Law and Police Science
NYPD October 1990 - Present
Merrill Lynch January 1999 - July 2002
Skills
Instructor, Executive Protection, Crime Prevention, Criminal Investigations, Patrol, Securities Fraud, Financial Advisory, Credit Card Fraud, Martial Arts, Karate, Jiu-Jitsu, Self Defense, Enforcement, Dignitary Protection, Firearms, Public Safety, Criminal Justice, Evidence, Investigation, Security, Police, Personal Protection, Counterterrorism, Homeland Security, Interrogation, Surveillance, Homicide Investigations, Private Investigations, Tactics, Identity Theft, Internal Investigations, Active Shooter, Weapons of Mass..., First Responder, Undercover, Field Training, Personal Security, Police Training, Law Enforcement..., Physical Security, Community Policing, SWAT, Workplace Violence, Crime Scene..., Hostage Negotiator, Security Operations, Field Training Officer, Corporate Security, Protection, Close Protection
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1994
Bachelor's degree, Law and Police Science
Jorge Santana's Merrill Lynch Experience May 2006 - August 2007
Job Managing Director, Programs at Teach For America
Industry Education Management
Experience
Teach For America June 2015 - Present
Teach For America June 2013 - May 2015
Teach For America September 2012 - June 2013
Teach For America June 2011 - September 2012
Teach For America February 2012 - August 2012
Achievement First August 2010 - July 2011
Teach For America March 2010 - August 2010
Teach For America June 2008 - June 2010
Teach For America April 2009 - August 2009
Merrill Lynch May 2006 - August 2007
Skills
Teaching, Non-profits, Curriculum Design, Community Outreach, Staff Development, Curriculum Development, Public Speaking, Program Development, Research, Data Analysis, Higher Education, Public Policy, Educational Leadership, Classroom, Coaching, Analysis, Leadership, Tutoring, Management, Spanish, Team Building, Nonprofits
Education
City University of New York-Herbert H. Lehman College 2008 — 2010
Master of Science, Education, Bilingual Extension
Princeton University 2004 — 2008
Bachelor of Arts, Economics, Latin American Studies
Teach For America June 2015 - Present
Teach For America June 2013 - May 2015
Teach For America September 2012 - June 2013
Teach For America June 2011 - September 2012
Teach For America February 2012 - August 2012
Achievement First August 2010 - July 2011
Teach For America March 2010 - August 2010
Teach For America June 2008 - June 2010
Teach For America April 2009 - August 2009
Merrill Lynch May 2006 - August 2007
Skills
Teaching, Non-profits, Curriculum Design, Community Outreach, Staff Development, Curriculum Development, Public Speaking, Program Development, Research, Data Analysis, Higher Education, Public Policy, Educational Leadership, Classroom, Coaching, Analysis, Leadership, Tutoring, Management, Spanish, Team Building, Nonprofits
Education
City University of New York-Herbert H. Lehman College 2008 — 2010
Master of Science, Education, Bilingual Extension
Princeton University 2004 — 2008
Bachelor of Arts, Economics, Latin American Studies
Derek Uehara, CFP(R), MBA's Merrill Lynch Experience 2000 - 2010
Job President
Industry Financial Services
Experience
Uehara Financial Group, LLC 2010 - Present
Merrill Lynch 2000 - 2010
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Strategic Planning
University of Washington
BA
Uehara Financial Group, LLC 2010 - Present
Merrill Lynch 2000 - 2010
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Strategic Planning
University of Washington
BA
Atiya Powell Atiya Powell's Merrill Lynch Experience June 2005 - August 2005
Job Miss Black New York US Ambassador
Industry Legal Services
Experience
New York City Bar Association May 2015 - Present
Miss Black US Ambassador August 2014 - Present
New York City Bar Association September 2011 - April 2014
Intrepid Sea, Air & Space Museum May 2011 - August 2011
University of Maryland Eastern Shore February 2011 - May 2011
Merrill Lynch June 2005 - August 2005
Skills
Marketing, Program Development, Interviews, Grant Writing, Analysis, Management, Customer Service, Microsoft Excel, Public Speaking
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
Master's Degree, Public Administration and Public Policy
University of Maryland Eastern Shore 2006 — 2011
Bachelor of Science, Chemistry
Bronx School for Law Government and Justice
New York City Bar Association May 2015 - Present
Miss Black US Ambassador August 2014 - Present
New York City Bar Association September 2011 - April 2014
Intrepid Sea, Air & Space Museum May 2011 - August 2011
University of Maryland Eastern Shore February 2011 - May 2011
Merrill Lynch June 2005 - August 2005
Skills
Marketing, Program Development, Interviews, Grant Writing, Analysis, Management, Customer Service, Microsoft Excel, Public Speaking
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
Master's Degree, Public Administration and Public Policy
University of Maryland Eastern Shore 2006 — 2011
Bachelor of Science, Chemistry
Bronx School for Law Government and Justice
Charles Mounts Charles Mounts's Merrill Lynch Experience 1993 - 1995
Job Global Head of Research and Design at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
Nima Nickooii's Merrill Lynch Experience February 2008 - June 2008
Job Fixed Income Trader
Industry Investment Management
Experience
PennyMac February 2013 - Present
EDB Trading September 2012 - January 2013
PredictWallStreet July 2011 - September 2011
CSC Arbitrage April 2009 - June 2009
Merrill Lynch February 2008 - June 2008
Skills
Hedge Funds, Corporate Finance, Alternative Investments, Options, Risk Management, Derivatives, Trading, Equity Research, Bloomberg, Fixed Income, Financial Modeling, Quantitative Finance, Securities, Portfolio Management, Capital Markets, VBA, Equities, Financial Analysis, Finance, Microsoft Excel, Quantitative Analytics, Data Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
MS, Financial Engineering
University of Minnesota-Twin Cities 2004 — 2008
B.A. Quantitative, Economics
PennyMac February 2013 - Present
EDB Trading September 2012 - January 2013
PredictWallStreet July 2011 - September 2011
CSC Arbitrage April 2009 - June 2009
Merrill Lynch February 2008 - June 2008
Skills
Hedge Funds, Corporate Finance, Alternative Investments, Options, Risk Management, Derivatives, Trading, Equity Research, Bloomberg, Fixed Income, Financial Modeling, Quantitative Finance, Securities, Portfolio Management, Capital Markets, VBA, Equities, Financial Analysis, Finance, Microsoft Excel, Quantitative Analytics, Data Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
MS, Financial Engineering
University of Minnesota-Twin Cities 2004 — 2008
B.A. Quantitative, Economics
Jennifer Sharp Jennifer Sharp's Merrill Lynch Experience July 1992 - July 1995
Job VP Partnerships at Joyus
Industry Internet
Experience
Joyus, Inc. July 2014 - Present
Stanford STARTX November 2012 - Present
Bubbli (acquired by Dropbox) November 2013 - April 2014
Walmart Global eCommerce June 2013 - December 2013
MGM Studios 2012 - 2013
Conduit 2010 - 2012
Light Factory (HDgreetings.com) 2007 - 2010
Amazon.com 1998 - 2000
Netscape (Acquired by AOL) 1997 - 1998
Merrill Lynch July 1992 - July 1995
Skills
Strategic Partnerships, Monetization, Start-ups, Online Advertising, E-commerce, Streaming Media, Digital Media, VOD, Product Management, Mobile Devices, Strategy, Digital Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, New Business Development, Leadership, Digital Marketing
Education
Stanford University Graduate School of Business
MBA
Claremont McKenna College
BA, Economics-French
Joyus, Inc. July 2014 - Present
Stanford STARTX November 2012 - Present
Bubbli (acquired by Dropbox) November 2013 - April 2014
Walmart Global eCommerce June 2013 - December 2013
MGM Studios 2012 - 2013
Conduit 2010 - 2012
Light Factory (HDgreetings.com) 2007 - 2010
Amazon.com 1998 - 2000
Netscape (Acquired by AOL) 1997 - 1998
Merrill Lynch July 1992 - July 1995
Skills
Strategic Partnerships, Monetization, Start-ups, Online Advertising, E-commerce, Streaming Media, Digital Media, VOD, Product Management, Mobile Devices, Strategy, Digital Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, New Business Development, Leadership, Digital Marketing
Education
Stanford University Graduate School of Business
MBA
Claremont McKenna College
BA, Economics-French
Susie Goldberg Susie Goldberg's Merrill Lynch Experience December 2000 - June 2002
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2004 - Present
Merrill Lynch December 2000 - June 2002
PaineWebber 1999 - 2000
Skills
Sales, Equities, Financial Services, Customer Service, Marketing, Microsoft Office
Education
Holmdel High School 1990 — 1994
High School
City University of New York-Hunter College
Lynn University
Palm Beach State College
Wells Fargo Advisors October 2004 - Present
Merrill Lynch December 2000 - June 2002
PaineWebber 1999 - 2000
Skills
Sales, Equities, Financial Services, Customer Service, Marketing, Microsoft Office
Education
Holmdel High School 1990 — 1994
High School
City University of New York-Hunter College
Lynn University
Palm Beach State College
Guillaume Schils's Merrill Lynch Experience July 2014 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch August 2010 - August 2012
Merrill Lynch June 2009 - August 2010
Skills
Financial Modeling, Investment Advisory, Investment Strategies, Fixed Income Analysis, Equity Research, Electronic Trading, Microsoft Excel, Recruiting, Bloomberg Terminal, Quarterly Reviews, WordPress, Spanish, French, Financial Analysis, Corporate Finance
Education
Claremont McKenna College 2005 — 2009
BS, Economics and Psychology
University School 2002 — 2005
Merrill Lynch July 2014 - Present
Merrill Lynch August 2010 - August 2012
Merrill Lynch June 2009 - August 2010
Skills
Financial Modeling, Investment Advisory, Investment Strategies, Fixed Income Analysis, Equity Research, Electronic Trading, Microsoft Excel, Recruiting, Bloomberg Terminal, Quarterly Reviews, WordPress, Spanish, French, Financial Analysis, Corporate Finance
Education
Claremont McKenna College 2005 — 2009
BS, Economics and Psychology
University School 2002 — 2005
Eric Janicki Eric Janicki's Merrill Lynch Experience May 2012 - August 2012
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Eric Janicki Fitness August 2014 - Present
AllianceBernstein May 2013 - August 2014
Merrill Lynch May 2012 - August 2012
Anonymous Content May 2011 - August 2011
City of Evanston May 2009 - August 2010
Skills
Wealth Management, Investments, Portfolio Management, Microsoft Excel, Stata, Bloomberg Terminal, Leadership, Corporate Finance, Accounting
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts in Economics and Accounting, Minor in Finance
Eric Janicki Fitness August 2014 - Present
AllianceBernstein May 2013 - August 2014
Merrill Lynch May 2012 - August 2012
Anonymous Content May 2011 - August 2011
City of Evanston May 2009 - August 2010
Skills
Wealth Management, Investments, Portfolio Management, Microsoft Excel, Stata, Bloomberg Terminal, Leadership, Corporate Finance, Accounting
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts in Economics and Accounting, Minor in Finance
Bryan J. Granja Bryan J. Granja's Merrill Lynch Experience September 2015 - Present
Job Financial Advisor with Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2015 - Present
JPMorgan Chase & Co. May 2011 - September 2015
Education
City University of New York-John Jay College of Criminal Justice
Merrill Lynch September 2015 - Present
JPMorgan Chase & Co. May 2011 - September 2015
Education
City University of New York-John Jay College of Criminal Justice
Christopher Cavaliere Christopher Cavaliere's Merrill Lynch Experience September 2000 - October 2003
Job
Industry Financial Services
Experience
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
Diane G. Nebinger Diane G. Nebinger's Merrill Lynch Experience January 1980 - January 1985
Job Consultant
Industry Financial Services
Experience
Wells Fargo Advisors January 1994 - May 2012
Jacoby & Meyers and Associates LLP January 1992 - January 1994
Oppenheimer & Co. January 1990 - 1992
PwC January 1987 - January 1990
Morgan Stanley Wealth Management January 1985 - January 1987
Merrill Lynch January 1980 - January 1985
Skills
Estate Planning, Sales, Securities, Non-fiction, Insurance, Investments, Editing, Microsoft Office, Budgets, Management, Microsoft Word, Team Building, Customer Service, Microsoft Excel, Leadership, PowerPoint
Education
Hunter College
Economics
Marymount Manhattan College
Business Administration and Management, General
Western Connecticut State University
General Studies
Wells Fargo Advisors January 1994 - May 2012
Jacoby & Meyers and Associates LLP January 1992 - January 1994
Oppenheimer & Co. January 1990 - 1992
PwC January 1987 - January 1990
Morgan Stanley Wealth Management January 1985 - January 1987
Merrill Lynch January 1980 - January 1985
Skills
Estate Planning, Sales, Securities, Non-fiction, Insurance, Investments, Editing, Microsoft Office, Budgets, Management, Microsoft Word, Team Building, Customer Service, Microsoft Excel, Leadership, PowerPoint
Education
Hunter College
Economics
Marymount Manhattan College
Business Administration and Management, General
Western Connecticut State University
General Studies
Collin Lovas Collin Lovas's Merrill Lynch Experience June 2001 - January 2009
Job Compensation Manager at American International Group
Industry Financial Services
Experience
American International Group May 2010 - Present
Bank of America January 2009 - August 2010
Merrill Lynch June 2001 - January 2009
Buck Consultants 1983 - 2001
Harcourt 1982 - 1983
Macmillan 1979 - 1982
Skills
Employee Benefits, Human Resources, Deferred Compensation, HRIS, Access, Performance Management, Compensation Structures, Compensation Strategies, Management, Compensation & Benefits..., Benefits Administration, Talent Management, PeopleSoft, Onboarding, Microsoft Excel, Executive Pay, Workforce Planning, Employee Relations, Employee Engagement, Personnel Management, Succession Planning, Organizational Design, Talent Acquisition, Incentive Programs, HR Transformation, Organizational..., Applicant Tracking..., HR Policies, Compensation & Benefit
Education
Hunter College
American International Group May 2010 - Present
Bank of America January 2009 - August 2010
Merrill Lynch June 2001 - January 2009
Buck Consultants 1983 - 2001
Harcourt 1982 - 1983
Macmillan 1979 - 1982
Skills
Employee Benefits, Human Resources, Deferred Compensation, HRIS, Access, Performance Management, Compensation Structures, Compensation Strategies, Management, Compensation & Benefits..., Benefits Administration, Talent Management, PeopleSoft, Onboarding, Microsoft Excel, Executive Pay, Workforce Planning, Employee Relations, Employee Engagement, Personnel Management, Succession Planning, Organizational Design, Talent Acquisition, Incentive Programs, HR Transformation, Organizational..., Applicant Tracking..., HR Policies, Compensation & Benefit
Education
Hunter College
Verai Sewgobind Verai Sewgobind's Merrill Lynch Experience February 2000 - February 2006
Job Global Corporate Client Group
Industry Financial Services
Experience
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
Beverly Slomka Beverly Slomka's Merrill Lynch Experience 1980 - 2002
Job Experienced Healthcare and Financial Services Recruiter
Industry Human Resources
Experience
Larry White Associates and StaffPointe, LLC October 2007 - Present
Larry White Associates, Inc. October 2007 - Present
R.P. Kennedy & Co. July 2014 - January 2015
Author March 2006 - October 2007
New York Methodist Hospital March 2004 - April 2006
Lutheran Medical Center, Brooklyn, NY September 2002 - September 2003
Merill Lynch & Co. 1980 - 2002
Merrill Lynch 1980 - 2002
Skills
Healthcare recruiting, Business management, Recruiting, Healthcare, Resume Writing, Career Counseling, Hospitals, Healthcare Management, Human Resources, Organizational..., Coaching, Leadership, Team Building, Talent Acquisition, Employee Relations, Customer Service, Staff Development, Talent Management, Public Speaking
Education
City University of New York-Hunter College 1974 — 1976
M.S., Education / Rehabilitation Counseling
City University of New York-Hunter College
Bachelor's Degree, Psychology
Larry White Associates and StaffPointe, LLC October 2007 - Present
Larry White Associates, Inc. October 2007 - Present
R.P. Kennedy & Co. July 2014 - January 2015
Author March 2006 - October 2007
New York Methodist Hospital March 2004 - April 2006
Lutheran Medical Center, Brooklyn, NY September 2002 - September 2003
Merill Lynch & Co. 1980 - 2002
Merrill Lynch 1980 - 2002
Skills
Healthcare recruiting, Business management, Recruiting, Healthcare, Resume Writing, Career Counseling, Hospitals, Healthcare Management, Human Resources, Organizational..., Coaching, Leadership, Team Building, Talent Acquisition, Employee Relations, Customer Service, Staff Development, Talent Management, Public Speaking
Education
City University of New York-Hunter College 1974 — 1976
M.S., Education / Rehabilitation Counseling
City University of New York-Hunter College
Bachelor's Degree, Psychology
Barbara Jean Dankevych Barbara Jean Dankevych's Merrill Lynch Experience
Job Administrative Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
PowerPoint, Administrative..., Concur, Spreadsheets, Outlook, Microsoft Excel, Access, Travel Arrangements, Microsoft Word, Microsoft Office, Office Management, Accounts Payable, QuickBooks, Telephone Skills, Data Entry, Lotus Notes, Invoicing, Office Administration, PeopleSoft, Accounts Receivable
Education
City University of New York-Hunter College
Merrill Lynch
Skills
PowerPoint, Administrative..., Concur, Spreadsheets, Outlook, Microsoft Excel, Access, Travel Arrangements, Microsoft Word, Microsoft Office, Office Management, Accounts Payable, QuickBooks, Telephone Skills, Data Entry, Lotus Notes, Invoicing, Office Administration, PeopleSoft, Accounts Receivable
Education
City University of New York-Hunter College
David Henningsen's Merrill Lynch Experience June 2012 - August 2012
Job Associate Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon Wealth Management September 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Investment Management June 2011 - August 2011
Skills
Languages: Spanish &..., Financial Modeling, Spanish, Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, DCF, Analysis, Bloomberg, Corporate Finance, Data Analysis, Due Diligence, Economics, Entrepreneurship, Investments, Marketing Strategy, Research, Valuation
Education
Claremont McKenna College 2012 — 2013
Master's degree, Finance
Claremont McKenna College 2008 — 2012
Bachelor's degree, Economics and Accounting
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon Wealth Management September 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Investment Management June 2011 - August 2011
Skills
Languages: Spanish &..., Financial Modeling, Spanish, Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, DCF, Analysis, Bloomberg, Corporate Finance, Data Analysis, Due Diligence, Economics, Entrepreneurship, Investments, Marketing Strategy, Research, Valuation
Education
Claremont McKenna College 2012 — 2013
Master's degree, Finance
Claremont McKenna College 2008 — 2012
Bachelor's degree, Economics and Accounting
Axel Calmet's Merrill Lynch Experience October 2014 - Present
Job Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch October 2014 - Present
CIFC Asset Management January 2014 - October 2014
CIFC Asset Management June 2013 - August 2013
Kerburn Rose June 2012 - August 2012
ACCION USA September 2010 - January 2011
Asesorandes July 2010 - August 2010
Skills
Leadership, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Financial Analysis, Investment Banking, Spanish, Credit, French, English Literature, Photoshop, Project Management, Marketing, Graphic Design, Python, Customer Service, Bloomberg Terminal, Multi Tasking, Portuguese, CLO, Sales, Wealth Management, Asset Management, Microsoft Word
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics & English
New York School of Finance 2012 — 2012
Summer Advantage Program, Financial Modeling & Valuation
City University of New York-Hunter College 2010 — 2010
Merrill Lynch October 2014 - Present
CIFC Asset Management January 2014 - October 2014
CIFC Asset Management June 2013 - August 2013
Kerburn Rose June 2012 - August 2012
ACCION USA September 2010 - January 2011
Asesorandes July 2010 - August 2010
Skills
Leadership, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Financial Analysis, Investment Banking, Spanish, Credit, French, English Literature, Photoshop, Project Management, Marketing, Graphic Design, Python, Customer Service, Bloomberg Terminal, Multi Tasking, Portuguese, CLO, Sales, Wealth Management, Asset Management, Microsoft Word
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics & English
New York School of Finance 2012 — 2012
Summer Advantage Program, Financial Modeling & Valuation
City University of New York-Hunter College 2010 — 2010
Ericka Cole-Campbell, MBA Ericka Cole-Campbell, MBA's Merrill Lynch Experience April 1999 - December 2001
Job Experienced Accounting and Finance ProfessionalFinancial Services Industry
Industry Financial Services
Experience
Bank Leumi September 2010 - June 2011
Bank of NY Mellon October 2007 - February 2010
Dexia Credit Local June 2004 - July 2007
AON January 2002 - June 2004
Merrill Lynch April 1999 - December 2001
Education
Iona College 1995 — 1998
MBA, Finance
City University of New York-Herbert H. Lehman College 1986 — 1990
B.S., Accounting
Bank Leumi September 2010 - June 2011
Bank of NY Mellon October 2007 - February 2010
Dexia Credit Local June 2004 - July 2007
AON January 2002 - June 2004
Merrill Lynch April 1999 - December 2001
Education
Iona College 1995 — 1998
MBA, Finance
City University of New York-Herbert H. Lehman College 1986 — 1990
B.S., Accounting
Gregory Levine Gregory Levine's Merrill Lynch Experience April 2005 - January 2006
Job Specialty coffee is the future craft beer
Industry Food & Beverages
Experience
Element Coffee March 2013 - Present
SGB-NIA Insurance Brokers August 2012 - October 2012
Bank of America September 2011 - May 2012
DEX 2011 - 2011
High Equity Solutions February 2010 - December 2010
Stirling Behavioral Health Institute May 2006 - August 2008
Merrill Lynch April 2005 - January 2006
Vector Marketing May 1997 - May 2005
Skills
Critical Thinking, Mortgage Servicing, Sales Management, Economics, Restaurant Reviews, Financial Modeling, Marketing, Analysis, PowerPoint, Corrective Exercise, Trading, Stock Market Analysis, Personal Training, Basketball, Cooking, Coffee, Global Finance, Neuroeconomics, Direct Sales, Mindfulness Meditation, Coffee Roasting, Specialty Coffee, Making Coffee, Global Economy, Quantitative Analytics, Entrepreneurship, Stata, Writing, Crossfit, Latte Art, Hario V60, Chemex, Dialing in espresso, Employee Training, Coffee Shops, Pour-over Coffee Brewing, Barista Training, Research, Small Business, CrossFit, Management, Data Analysis, Sales, Leadership, Training, Statistics, Financial Analysis, Event Planning, Time Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2010
M.A. in Politics, Economics, and Business, Economics, Finance
Thomas Aquinas College 1999 — 2003
B.A., Liberal Arts
Element Coffee March 2013 - Present
SGB-NIA Insurance Brokers August 2012 - October 2012
Bank of America September 2011 - May 2012
DEX 2011 - 2011
High Equity Solutions February 2010 - December 2010
Stirling Behavioral Health Institute May 2006 - August 2008
Merrill Lynch April 2005 - January 2006
Vector Marketing May 1997 - May 2005
Skills
Critical Thinking, Mortgage Servicing, Sales Management, Economics, Restaurant Reviews, Financial Modeling, Marketing, Analysis, PowerPoint, Corrective Exercise, Trading, Stock Market Analysis, Personal Training, Basketball, Cooking, Coffee, Global Finance, Neuroeconomics, Direct Sales, Mindfulness Meditation, Coffee Roasting, Specialty Coffee, Making Coffee, Global Economy, Quantitative Analytics, Entrepreneurship, Stata, Writing, Crossfit, Latte Art, Hario V60, Chemex, Dialing in espresso, Employee Training, Coffee Shops, Pour-over Coffee Brewing, Barista Training, Research, Small Business, CrossFit, Management, Data Analysis, Sales, Leadership, Training, Statistics, Financial Analysis, Event Planning, Time Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2010
M.A. in Politics, Economics, and Business, Economics, Finance
Thomas Aquinas College 1999 — 2003
B.A., Liberal Arts
Tom Kruk Tom Kruk's Merrill Lynch Experience March 1999 - July 2009
Job Programmer at Bank of America
Industry Online Media
Experience
Bank of America July 2009 - Present
Merrill Lynch March 1999 - July 2009
Career Center 1998 - 1999
Amtac Technology June 1997 - June 1998
Skills
JavaScript, Web Development, Information Architecture, HTML, Online Marketing, CSS, XHTML, Flash, SQL
Education
City University of New York-John Jay College of Criminal Justice
Liberal Arts
Bank of America July 2009 - Present
Merrill Lynch March 1999 - July 2009
Career Center 1998 - 1999
Amtac Technology June 1997 - June 1998
Skills
JavaScript, Web Development, Information Architecture, HTML, Online Marketing, CSS, XHTML, Flash, SQL
Education
City University of New York-John Jay College of Criminal Justice
Liberal Arts
Daniyal Shahid's Merrill Lynch Experience June 2012 - August 2012
Job Portfolio Management Analyst
Industry Financial Services
Experience
Hall Capital Partners LLC October 2013 - Present
Financial Economics Institute October 2010 - October 2012
Merrill Lynch June 2012 - August 2012
Barclays Capital June 2010 - August 2010
ABN AMRO Bank N.V. January 2008 - February 2008
Skills
Economics, Financial Analysis, Research, Stata, Microsoft Excel, Market Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Investments, Data Analysis, Leadership, Team Leadership, Team Organisation, Strategic Planning, Project Management, Financial Reporting, Finance, Public Speaking, Social Media
Education
Claremont McKenna College 2009 — 2013
Bachelor's degree, Economics/Finance
London School of Economics and Political Science 2012 — 2012
Industrial Organization
Lahore American School 2005 — 2009
High School Degree
Hall Capital Partners LLC October 2013 - Present
Financial Economics Institute October 2010 - October 2012
Merrill Lynch June 2012 - August 2012
Barclays Capital June 2010 - August 2010
ABN AMRO Bank N.V. January 2008 - February 2008
Skills
Economics, Financial Analysis, Research, Stata, Microsoft Excel, Market Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Investments, Data Analysis, Leadership, Team Leadership, Team Organisation, Strategic Planning, Project Management, Financial Reporting, Finance, Public Speaking, Social Media
Education
Claremont McKenna College 2009 — 2013
Bachelor's degree, Economics/Finance
London School of Economics and Political Science 2012 — 2012
Industrial Organization
Lahore American School 2005 — 2009
High School Degree
Monica Yoder's Merrill Lynch Experience 1999 - 2008
Job
Industry Higher Education
Experience
Stanford Graduate School of Business August 2014 - Present
Stanford Graduate School of Business June 2012 - July 2014
Stanford Graduate School of Business April 2009 - June 2012
Merrill Lynch 1999 - 2008
UBS 1985 - 1999
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year certificate program
City University of New York-Hunter College
BA, English
Penn State University
Biology
Stanford Graduate School of Business August 2014 - Present
Stanford Graduate School of Business June 2012 - July 2014
Stanford Graduate School of Business April 2009 - June 2012
Merrill Lynch 1999 - 2008
UBS 1985 - 1999
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year certificate program
City University of New York-Hunter College
BA, English
Penn State University
Biology
Ashvin Dhingra's Merrill Lynch Experience 2004 - 2005
Job CoFounder & CEO at Themer by MyColorScreen (acquired by IAC)
Industry Computer Software
Experience
Themer by MyColorScreen (acquired by IAC) August 2012 - Present
Citadel Investment Group July 2008 - September 2011
Glacier Bay Capital June 2007 - June 2008
Self-employed January 2006 - June 2007
SG Cowen & Co. 2005 - 2005
Merrill Lynch 2004 - 2005
LAClubbin.com May 2002 - May 2003
Skills
Investments, Strategy, Marketing, Financial Modeling, Entrepreneurship, Portfolio Management, Start-ups, Mergers & Acquisitions
Education
Claremont McKenna College 2000 — 2004
B.A., Economics-Accounting
The London School of Economics and Political Science (LSE) 2002 — 2002
Accounting and Finance
Themer by MyColorScreen (acquired by IAC) August 2012 - Present
Citadel Investment Group July 2008 - September 2011
Glacier Bay Capital June 2007 - June 2008
Self-employed January 2006 - June 2007
SG Cowen & Co. 2005 - 2005
Merrill Lynch 2004 - 2005
LAClubbin.com May 2002 - May 2003
Skills
Investments, Strategy, Marketing, Financial Modeling, Entrepreneurship, Portfolio Management, Start-ups, Mergers & Acquisitions
Education
Claremont McKenna College 2000 — 2004
B.A., Economics-Accounting
The London School of Economics and Political Science (LSE) 2002 — 2002
Accounting and Finance
Adam Robison's Merrill Lynch Experience June 1999 - June 2009
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 2011 - Present
Chapdelaine Credit Partners July 2009 - January 2011
Merrill Lynch June 1999 - June 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Claremont McKenna College 1995 — 1999
The Lawrenceville School
Sterne Agee January 2011 - Present
Chapdelaine Credit Partners July 2009 - January 2011
Merrill Lynch June 1999 - June 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Claremont McKenna College 1995 — 1999
The Lawrenceville School
Trevor Parkinson's Merrill Lynch Experience June 2002 - June 2005
Job Operations Solutions Manager at Microsoft
Industry Computer Software
Experience
Microsoft June 2005 - Present
Merrill Lynch June 2002 - June 2005
Spectrum Wireless March 2001 - November 2001
Advanced Radio Telecom 1998 - 2001
Northwest Nexus September 1996 - September 1998
northwest nexus 1996 - 1998
Agena Corportaion June 1993 - June 1996
agena 1993 - 1996
Skills
Scrum, Program Management, Product Management, Cloud Computing, SaaS, Cross-functional Team..., Software Project..., Vendor Management, Business Analysis, Business Intelligence, Agile Project Management, CRM, Project Portfolio..., Integration, SharePoint, Sales, IT Management, Agile Methodologies, Software Development, Enterprise Software, SDLC, ITIL, PMP, IT Strategy, Enterprise Architecture, Business Process..., Data Center, Requirements Analysis
Education
City University of Seattle 1998 — 2001
University of Washington 1989 — 1993
BA, Economics
Microsoft June 2005 - Present
Merrill Lynch June 2002 - June 2005
Spectrum Wireless March 2001 - November 2001
Advanced Radio Telecom 1998 - 2001
Northwest Nexus September 1996 - September 1998
northwest nexus 1996 - 1998
Agena Corportaion June 1993 - June 1996
agena 1993 - 1996
Skills
Scrum, Program Management, Product Management, Cloud Computing, SaaS, Cross-functional Team..., Software Project..., Vendor Management, Business Analysis, Business Intelligence, Agile Project Management, CRM, Project Portfolio..., Integration, SharePoint, Sales, IT Management, Agile Methodologies, Software Development, Enterprise Software, SDLC, ITIL, PMP, IT Strategy, Enterprise Architecture, Business Process..., Data Center, Requirements Analysis
Education
City University of Seattle 1998 — 2001
University of Washington 1989 — 1993
BA, Economics
Joseph McDonnell, CRPC's Merrill Lynch Experience August 1983 - October 2009
Job Financial Advisor, Vice President – Investments, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
Merrill Lynch August 1983 - October 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, 401k Rollovers, Fixed Income Strategies, Insurance, Wealth Preservation..., Estate Investment..., Annuities
Education
Thunderbird School of Global Management 1981 — 1982
MIM, Finance International Relations French
Claremont McKenna College 1976 — 1980
BA, History Literature
Brophy College Prepatory 1972 — 1976
Wells Fargo Advisors, LLC October 2009 - Present
Merrill Lynch August 1983 - October 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, 401k Rollovers, Fixed Income Strategies, Insurance, Wealth Preservation..., Estate Investment..., Annuities
Education
Thunderbird School of Global Management 1981 — 1982
MIM, Finance International Relations French
Claremont McKenna College 1976 — 1980
BA, History Literature
Brophy College Prepatory 1972 — 1976
Diego Bonilla's Merrill Lynch Experience VP Market Data DBsThomson Financial1991 - 2007
Job Market Data Architect/Engineer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch VP Market Data DBsThomson Financial1991 - 2007
Thomson Reuters 1991 - 2007
Education
City University of New York-Hunter College 1985 — 1990
BA, computer science
Merrill Lynch VP Market Data DBsThomson Financial1991 - 2007
Thomson Reuters 1991 - 2007
Education
City University of New York-Hunter College 1985 — 1990
BA, computer science
Josh Grant's Merrill Lynch Experience 1998 - 2000
Job SVP Corporate Development & Strategy at RockYou
Industry Entertainment
Experience
RockYou February 2011 - Present
Sonic Boom, Inc. January 2009 - April 2011
Vivendi Games Mobile May 2006 - November 2008
Argo Global Capital November 2003 - December 2005
Rustic Canyon Partners July 2000 - November 2003
Merrill Lynch 1998 - 2000
Skills
Mobile Games, Business Development, Strategic Partnerships, Video Games, Corporate Development, Social Games, Strategy, Online Advertising, Mergers & Acquisitions, Mobile Devices, Content Strategy, Game Design, Monetization, Social Networking, Mobile Applications, Product Management
Education
Claremont McKenna College
BA, Economics
RockYou February 2011 - Present
Sonic Boom, Inc. January 2009 - April 2011
Vivendi Games Mobile May 2006 - November 2008
Argo Global Capital November 2003 - December 2005
Rustic Canyon Partners July 2000 - November 2003
Merrill Lynch 1998 - 2000
Skills
Mobile Games, Business Development, Strategic Partnerships, Video Games, Corporate Development, Social Games, Strategy, Online Advertising, Mergers & Acquisitions, Mobile Devices, Content Strategy, Game Design, Monetization, Social Networking, Mobile Applications, Product Management
Education
Claremont McKenna College
BA, Economics
David Barulich's Merrill Lynch Experience 2005 - 2007
Job Owner at Profundium
Industry Financial Services
Experience
Profundium April 2009 - Present
Morgan Stanley Global Wealth Management Group 2007 - June 2009
Merrill Lynch 2005 - 2007
First Federal Bank of California 2002 - 2005
Skills
Banking, Loans, Commercial Lending, Investments, Wealth Management, Mortgage Lending, Commercial Mortgages, Loan Origination, Retirement Planning, Residential Mortgages, Commercial Banking, Strategic Financial..., Small Business Lending, Business Development, Refinance, Finance, Private Banking, Financial Services, Executive Management, Funding, Credit, Portfolio Management, Small Business
Education
University of California, Los Angeles 1981 — 1983
Masterâs Degree, Economics
Claremont McKenna College 1977 — 1981
Bachelor of Arts (BA), Economics and Political Science
Profundium April 2009 - Present
Morgan Stanley Global Wealth Management Group 2007 - June 2009
Merrill Lynch 2005 - 2007
First Federal Bank of California 2002 - 2005
Skills
Banking, Loans, Commercial Lending, Investments, Wealth Management, Mortgage Lending, Commercial Mortgages, Loan Origination, Retirement Planning, Residential Mortgages, Commercial Banking, Strategic Financial..., Small Business Lending, Business Development, Refinance, Finance, Private Banking, Financial Services, Executive Management, Funding, Credit, Portfolio Management, Small Business
Education
University of California, Los Angeles 1981 — 1983
Masterâs Degree, Economics
Claremont McKenna College 1977 — 1981
Bachelor of Arts (BA), Economics and Political Science
Joe Patti's Merrill Lynch Experience February 1985 - September 1989
Job Owner at Framework Solutions, LLC
Industry Construction
Experience
Framework Solutions, LLC January 2009 - Present
Critical Path Software, Inc. January 2009 - December 2009
RP Bennett January 2004 - December 2008
Software International Associates December 2002 - December 2003
Analysts International May 1996 - November 2002
The Chase Manhattan Bank February 1994 - May 1996
Leading Edge Software Company January 1993 - January 1994
Prudential Insurance September 1989 - September 1992
Merrill Lynch February 1985 - September 1989
Skills
Change Management, Data Center, Vendor Management, IT Strategy, Project Management, Disaster Recovery, Outsourcing, IT Service Management, Process Improvement, Business Analysis, IT Management, Integration, SDLC, Program Management, PMP, Management, Project Delivery, Risk Management, IT Outsourcing, Team Management, Consulting, Leadership, Cross-functional Team..., Enterprise Architecture, PMO, Software Project..., Information Technology, Mergers & Acquisitions, Telecommunications, Software Development, Strategy, Team Leadership, Business Planning, Business Development, Project Portfolio..., Start-ups, Business Process, Databases, Project Planning, Requirements Analysis, Banking, IT Operations, Strategic Planning, Security, Professional Services, Visio, Business Process..., Infrastructure, Systems Analysis, MS Project
Education
City University of New York-Hunter College 1963 — 1967
BS, Mathematics
Framework Solutions, LLC January 2009 - Present
Critical Path Software, Inc. January 2009 - December 2009
RP Bennett January 2004 - December 2008
Software International Associates December 2002 - December 2003
Analysts International May 1996 - November 2002
The Chase Manhattan Bank February 1994 - May 1996
Leading Edge Software Company January 1993 - January 1994
Prudential Insurance September 1989 - September 1992
Merrill Lynch February 1985 - September 1989
Skills
Change Management, Data Center, Vendor Management, IT Strategy, Project Management, Disaster Recovery, Outsourcing, IT Service Management, Process Improvement, Business Analysis, IT Management, Integration, SDLC, Program Management, PMP, Management, Project Delivery, Risk Management, IT Outsourcing, Team Management, Consulting, Leadership, Cross-functional Team..., Enterprise Architecture, PMO, Software Project..., Information Technology, Mergers & Acquisitions, Telecommunications, Software Development, Strategy, Team Leadership, Business Planning, Business Development, Project Portfolio..., Start-ups, Business Process, Databases, Project Planning, Requirements Analysis, Banking, IT Operations, Strategic Planning, Security, Professional Services, Visio, Business Process..., Infrastructure, Systems Analysis, MS Project
Education
City University of New York-Hunter College 1963 — 1967
BS, Mathematics
ALEX HALDEY's Merrill Lynch Experience 2010 - Present
Job
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Skills
Trading Systems, Trading, Electronic Trading, Fixed Income, Requirements Gathering, Bonds, Integration, Securities, Analysis, Testing, Software Documentation, Market Data, Structured Products, Credit Derivatives, Unix, Derivatives
Education
Pace University 1999 — 2001
BS, Information Systems
Hunter College 1997 — 1999
BS, Computer Science
Merrill Lynch 2010 - Present
Skills
Trading Systems, Trading, Electronic Trading, Fixed Income, Requirements Gathering, Bonds, Integration, Securities, Analysis, Testing, Software Documentation, Market Data, Structured Products, Credit Derivatives, Unix, Derivatives
Education
Pace University 1999 — 2001
BS, Information Systems
Hunter College 1997 — 1999
BS, Computer Science
Latoya Teemer's Merrill Lynch Experience May 1999 - August 2002
Job SENIOR PAYROLL SPECIALIST at Paychex
Industry Consumer Services
Experience
Paychex July 2003 - Present
Merrill Lynch May 1999 - August 2002
Skills
Benefits Administration, Employee Benefits, Human Resources, Deferred Compensation, FMLA, Payroll Taxes, Ceridian, Multi-state Payroll..., Payroll, Customer Service
Education
Claflin University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management
Paychex July 2003 - Present
Merrill Lynch May 1999 - August 2002
Skills
Benefits Administration, Employee Benefits, Human Resources, Deferred Compensation, FMLA, Payroll Taxes, Ceridian, Multi-state Payroll..., Payroll, Customer Service
Education
Claflin University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management
Jason Fries's Merrill Lynch Experience May 1998 - March 2000
Job Director of Business Continuity Operations at Freddie Mac
Industry Financial Services
Experience
Freddie Mac August 2011 - Present
Citi January 2006 - August 2011
HSBC.com April 2001 - January 2006
Alliance Capital Management Corporation March 2000 - April 2001
Merrill Lynch May 1998 - March 2000
Prudential Insurance May 1997 - May 1998
Chubb Services Corp April 1995 - May 1997
Skills
Business Continuity, Disaster Recovery, Crisis Management, Operational Risk..., Risk Assessment, Business Continuity..., Incident Management, Information Security, Risk Management, Financial Risk, Business Process, Strategy, Program Management, Governance, Emergency Management, Management, Business Process..., Process Improvement, Project Management, ITIL, Vendor Management, Change Management, Security, Banking, Enterprise Risk..., Information Technology, Operational Risk, Infrastructure, IT Management, IT Strategy, Information Security..., Business Analysis, Financial Services, IT Audit, Enterprise Software, SDLC, Risk Analysis, Project Portfolio..., Auditing, PMO, PMP, ISO 27001, CISSP, COBIT, Data Center, Vulnerability Assessment, IT Operations, Fraud, Security Audits
Education
Massachusetts Institute of Technology 2015 — 2015
Crisis Management and Business Continuity short course
Norwich University 2009 — 2011
Master of Science, Business Continuity Management
City University of New York-Hunter College 1985 — 1989
BA, Biology, Chemistry
Freddie Mac August 2011 - Present
Citi January 2006 - August 2011
HSBC.com April 2001 - January 2006
Alliance Capital Management Corporation March 2000 - April 2001
Merrill Lynch May 1998 - March 2000
Prudential Insurance May 1997 - May 1998
Chubb Services Corp April 1995 - May 1997
Skills
Business Continuity, Disaster Recovery, Crisis Management, Operational Risk..., Risk Assessment, Business Continuity..., Incident Management, Information Security, Risk Management, Financial Risk, Business Process, Strategy, Program Management, Governance, Emergency Management, Management, Business Process..., Process Improvement, Project Management, ITIL, Vendor Management, Change Management, Security, Banking, Enterprise Risk..., Information Technology, Operational Risk, Infrastructure, IT Management, IT Strategy, Information Security..., Business Analysis, Financial Services, IT Audit, Enterprise Software, SDLC, Risk Analysis, Project Portfolio..., Auditing, PMO, PMP, ISO 27001, CISSP, COBIT, Data Center, Vulnerability Assessment, IT Operations, Fraud, Security Audits
Education
Massachusetts Institute of Technology 2015 — 2015
Crisis Management and Business Continuity short course
Norwich University 2009 — 2011
Master of Science, Business Continuity Management
City University of New York-Hunter College 1985 — 1989
BA, Biology, Chemistry
Marie Tumolo's Merrill Lynch Experience 1985 - 1995
Job Helping organizations enhance customer relations and human capital management
Industry Management Consulting
Experience
Praecedo Consulting 2009 - Present
St. George's University, Grenada September 2011 - Present
The College of New Jersey 2006 - 2008
Salisbury University August 2005 - June 2006
Temple University January 2005 - May 2005
The Alternative Board 2000 - 2004
Claremont Graduate University September 2000 - December 2003
KPMG 1996 - 1998
Gemini Consulting 1995 - 1995
Merrill Lynch 1985 - 1995
Skills
Facilitation, Strategic Analysis, strategy implementation, Performance Measurement, Problem Solving, Change Management, Process Engineering, Project Management, Analysis, Strategy Implementation, Strategy, Workshop Facilitation, Strategic Planning, Management, Process Improvement, Business Strategy, Budgets, Business Development, CRM, Human Resources, Consulting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2004
Ph.D., Executive Management
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Saint Joseph's University
BS, Accounting
Praecedo Consulting 2009 - Present
St. George's University, Grenada September 2011 - Present
The College of New Jersey 2006 - 2008
Salisbury University August 2005 - June 2006
Temple University January 2005 - May 2005
The Alternative Board 2000 - 2004
Claremont Graduate University September 2000 - December 2003
KPMG 1996 - 1998
Gemini Consulting 1995 - 1995
Merrill Lynch 1985 - 1995
Skills
Facilitation, Strategic Analysis, strategy implementation, Performance Measurement, Problem Solving, Change Management, Process Engineering, Project Management, Analysis, Strategy Implementation, Strategy, Workshop Facilitation, Strategic Planning, Management, Process Improvement, Business Strategy, Budgets, Business Development, CRM, Human Resources, Consulting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2004
Ph.D., Executive Management
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Saint Joseph's University
BS, Accounting
Jeanette Fuente's Merrill Lynch Experience April 1997 - April 2009
Job Director, Programs at North East Business Group on Health
Industry Investment Banking
Experience
SMART Health Partners, LLC November 2012 - Present
North East Business Group on Health November 2012 - Present
Affiliated Physicians July 2011 - Present
Merrill Lynch April 1997 - April 2009
NYU Medical Center January 1996 - April 1997
Hospital for Special Surgery 1994 - 1996
Skills
Wellness, Non-profits, Leadership, Healthcare, Management, Strategic Planning, Program Management, Health Education, Project Management, CRM, Health Promotion, Human Resources, Healthcare Management, Business Development, Nonprofits
Education
City University of New York-Hunter College 1981 — 1986
B.S.
Columbia University in the City of New York
MA/Ph.d
SMART Health Partners, LLC November 2012 - Present
North East Business Group on Health November 2012 - Present
Affiliated Physicians July 2011 - Present
Merrill Lynch April 1997 - April 2009
NYU Medical Center January 1996 - April 1997
Hospital for Special Surgery 1994 - 1996
Skills
Wellness, Non-profits, Leadership, Healthcare, Management, Strategic Planning, Program Management, Health Education, Project Management, CRM, Health Promotion, Human Resources, Healthcare Management, Business Development, Nonprofits
Education
City University of New York-Hunter College 1981 — 1986
B.S.
Columbia University in the City of New York
MA/Ph.d
Adam Kates's Merrill Lynch Experience 2003 - 2007
Job Director at Fitch Ratings
Industry Hospital & Health Care
Experience
Fitch Ratings 2011 - Present
NorthShore University HealthSystem 2009 - 2011
Wellspring Partners 2007 - 2008
Huron Consulting Group 2007 - 2008
Merrill Lynch 2003 - 2007
Tiber Group 2002 - 2003
Mercer Health & Benefits 1995 - 1998
Skills
Capital Markets, Fixed Income, Mergers, Valuation, Financial Modeling, Investments, Bonds, Due Diligence, Corporate Finance, Investment Banking, Securities, Financial Structuring, Structured Finance, Derivatives, Equities, Emerging Markets, Mergers & Acquisitions, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA
Northwestern University School of Law 1999 — 2002
JD
Claremont McKenna College 1992 — 1995
BA
University of Rochester 1991 — 1992
Fitch Ratings 2011 - Present
NorthShore University HealthSystem 2009 - 2011
Wellspring Partners 2007 - 2008
Huron Consulting Group 2007 - 2008
Merrill Lynch 2003 - 2007
Tiber Group 2002 - 2003
Mercer Health & Benefits 1995 - 1998
Skills
Capital Markets, Fixed Income, Mergers, Valuation, Financial Modeling, Investments, Bonds, Due Diligence, Corporate Finance, Investment Banking, Securities, Financial Structuring, Structured Finance, Derivatives, Equities, Emerging Markets, Mergers & Acquisitions, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA
Northwestern University School of Law 1999 — 2002
JD
Claremont McKenna College 1992 — 1995
BA
University of Rochester 1991 — 1992
Diane Manuel, Ph.D., MBA, CFP®'s Merrill Lynch Experience July 2007 - Present
Job Financial Advisor, Strategist, Planner, Artist, Philanthropist
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
The California Endowment September 2002 - July 2007
J. Paul Getty Museum February 1995 - October 2002
Skills
Financial Planning, Philanthropy, Research, Evaluation, Public Speaking, Leadership, Leadership Development, Team Building, Creative Problem Solving, Project Management, Project Planning, Strategic Financial..., Strategy, Grants, Wealth Management, Strategic Planning, Financial Analysis, Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1989 — 1992
MBA
Claremont Graduate University
MBA & PhD, Business & Psychology
University of Southern California
BS, Public Administration
Merrill Lynch July 2007 - Present
The California Endowment September 2002 - July 2007
J. Paul Getty Museum February 1995 - October 2002
Skills
Financial Planning, Philanthropy, Research, Evaluation, Public Speaking, Leadership, Leadership Development, Team Building, Creative Problem Solving, Project Management, Project Planning, Strategic Financial..., Strategy, Grants, Wealth Management, Strategic Planning, Financial Analysis, Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1989 — 1992
MBA
Claremont Graduate University
MBA & PhD, Business & Psychology
University of Southern California
BS, Public Administration
Xavier Cerda's Merrill Lynch Experience 2003 - 2003
Job Director of IT Procurement at NYC Department of Education
Industry Government Administration
Experience
NYC Department of Education July 2013 - Present
New York City Department of Education September 2008 - June 2013
Gap Inc. May 2002 - September 2008
Merrill Lynch 2003 - 2003
Skills
Procurement, Purchasing, Logistics, Program Management, Project Management, Strategic Planning, Vendor Management, Management, Budgets, Cross-functional Team..., Team Leadership, Microsoft Office, Process Improvement, Contract Management, Leadership, Analysis, Microsoft Excel, Customer Service, Public Speaking
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
B.B.A, Business Administration with a concentration in Finance and Economics
NYC Department of Education July 2013 - Present
New York City Department of Education September 2008 - June 2013
Gap Inc. May 2002 - September 2008
Merrill Lynch 2003 - 2003
Skills
Procurement, Purchasing, Logistics, Program Management, Project Management, Strategic Planning, Vendor Management, Management, Budgets, Cross-functional Team..., Team Leadership, Microsoft Office, Process Improvement, Contract Management, Leadership, Analysis, Microsoft Excel, Customer Service, Public Speaking
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
B.B.A, Business Administration with a concentration in Finance and Economics
Christine Abrahams's Merrill Lynch Experience 1987 - 2001
Job Director of Counseling Services, Hopewell Valley Regional School District
Industry Education Management
Experience
Hopewell Valley Regional School District August 2008 - Present
Merrill Lynch 1987 - 2001
Merrrill Lynch 1993 - 1999
Skills
Teaching, Staff Development, Public Speaking, Higher Education, Nonprofits, Educational Leadership, Curriculum Design, Curriculum Development, Elementary Education, Psychotherapy
Education
City University of New York-Hunter College 1979 — 1983
Hunter College
Master's degree, ESL
Rowan University
Doctor of Education (Ed.D.)
The College of New Jersey
Master's degree, Counselor Education/School Counseling and Guidance Services
Hopewell Valley Regional School District August 2008 - Present
Merrill Lynch 1987 - 2001
Merrrill Lynch 1993 - 1999
Skills
Teaching, Staff Development, Public Speaking, Higher Education, Nonprofits, Educational Leadership, Curriculum Design, Curriculum Development, Elementary Education, Psychotherapy
Education
City University of New York-Hunter College 1979 — 1983
Hunter College
Master's degree, ESL
Rowan University
Doctor of Education (Ed.D.)
The College of New Jersey
Master's degree, Counselor Education/School Counseling and Guidance Services
Laura Gallagher-Katz's Merrill Lynch Experience 1994 - 2004
Job Administrator at Princeton University
Industry Higher Education
Experience
Princeton University 2004 - Present
Merrill Lynch 1994 - 2004
Skills
Princeton Prime, Microsoft Access, PeopleSoft, CollegeNET, Office Administration, Data Analysis, Data Entry, Telnet, Unix, Events Coordination, Academic Administration, Project Coordination, Adobe Professional, Project Planning, Microsoft Office, Microsoft Excel
Education
Hunter College
Bronx HS of Science
Princeton University 2004 - Present
Merrill Lynch 1994 - 2004
Skills
Princeton Prime, Microsoft Access, PeopleSoft, CollegeNET, Office Administration, Data Analysis, Data Entry, Telnet, Unix, Events Coordination, Academic Administration, Project Coordination, Adobe Professional, Project Planning, Microsoft Office, Microsoft Excel
Education
Hunter College
Bronx HS of Science
Glenn Niles's Merrill Lynch Experience January 2003 - November 2010
Job Service Delivery Manager II at Pitney Bowes Management Services
Industry Consumer Services
Experience
AIG December 2010 - Present
Novitex Enterprise Solutions 1995 - 2014
Merrill Lynch January 2003 - November 2010
American Express December 2001 - January 2003
Day, Berry & Howard LLP January 2001 - December 2001
Unilever Bestfoods December 1998 - January 2001
Cummings & Lockwood January 1997 - December 1998
Aon Risk Solutions December 1996 - January 1997
Unilever Bestfoods January 1995 - December 1996
Skills
Management, Customer Satisfaction, Training, Customer Service, Recruiting, Budgets, Process Improvement, Operations Management, Team Leadership, Business Planning, Team Management, Human Resources, Leadership, Payroll, Vendor Management, Coaching, Team Building, Process Scheduler, Account Management
Education
Westchester Community College 1992 — 1994
Associate's degree, Accounting and Business/Management, 3.3
City University of New York-Herbert H. Lehman College
College
AIG December 2010 - Present
Novitex Enterprise Solutions 1995 - 2014
Merrill Lynch January 2003 - November 2010
American Express December 2001 - January 2003
Day, Berry & Howard LLP January 2001 - December 2001
Unilever Bestfoods December 1998 - January 2001
Cummings & Lockwood January 1997 - December 1998
Aon Risk Solutions December 1996 - January 1997
Unilever Bestfoods January 1995 - December 1996
Skills
Management, Customer Satisfaction, Training, Customer Service, Recruiting, Budgets, Process Improvement, Operations Management, Team Leadership, Business Planning, Team Management, Human Resources, Leadership, Payroll, Vendor Management, Coaching, Team Building, Process Scheduler, Account Management
Education
Westchester Community College 1992 — 1994
Associate's degree, Accounting and Business/Management, 3.3
City University of New York-Herbert H. Lehman College
College
Bobbins Irene's Merrill Lynch Experience 1985 - 2002
Job Director II Product Management Business Analyst at FINRA
Industry Financial Services
Experience
FINRA January 2008 - Present
Fidelity Investments May 2004 - January 2008
RBC Capital Markets 2003 - 2004
Merrill Lynch 1985 - 2002
Skills
Business Analysis, Vendor Management, Requirements Gathering, Equities, Process Improvement, Financial Services, Requirements Analysis, SDLC, Trading Systems, Software Project..., Electronic Trading
Education
City University of New York-Hunter College 1978 — 1982
BS, Computer Science
FINRA January 2008 - Present
Fidelity Investments May 2004 - January 2008
RBC Capital Markets 2003 - 2004
Merrill Lynch 1985 - 2002
Skills
Business Analysis, Vendor Management, Requirements Gathering, Equities, Process Improvement, Financial Services, Requirements Analysis, SDLC, Trading Systems, Software Project..., Electronic Trading
Education
City University of New York-Hunter College 1978 — 1982
BS, Computer Science
Yvette Jacobson's Merrill Lynch Experience February 1998 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank Of America 2009 - Present
Merrill Lynch February 1998 - Present
Bank of America - Merrill Lynch 1998 - Present
FMC Corporation 1986 - 1993
Skills
Process Improvement
Education
Mercer County Community College 1992 — 1993
Certificate, Information Systems/Technology
City University of New York-Hunter College 1972 — 1976
BA, Psychology
Bank of America Merrill Lynch April 2010 - Present
Bank Of America 2009 - Present
Merrill Lynch February 1998 - Present
Bank of America - Merrill Lynch 1998 - Present
FMC Corporation 1986 - 1993
Skills
Process Improvement
Education
Mercer County Community College 1992 — 1993
Certificate, Information Systems/Technology
City University of New York-Hunter College 1972 — 1976
BA, Psychology
Dan Chiriani's Merrill Lynch Experience 1999 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
UBS November 2010 - April 2012
Merrill Lynch 1999 - 2008
American Stock Exchange June 1986 - March 1999
Skills
Options, Series 4, Series 7, Commodities
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, International Business
John Jay College of Criminal Justice
Bachelor of Science (BS), Criminal Justice and Corrections
Wells Fargo Advisors April 2012 - Present
UBS November 2010 - April 2012
Merrill Lynch 1999 - 2008
American Stock Exchange June 1986 - March 1999
Skills
Options, Series 4, Series 7, Commodities
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, International Business
John Jay College of Criminal Justice
Bachelor of Science (BS), Criminal Justice and Corrections
Jose De La Rosa's Merrill Lynch Experience 2006 - January 2011
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Ron Kiuttu's Merrill Lynch Experience March 2010 - June 2011
Job Sr Vice President at Mortgage Capital Management, Inc
Industry Financial Services
Experience
Mortgage Capital Management, Inc June 2011 - Present
Merrill Lynch March 2010 - June 2011
Mortgage Minds November 2007 - March 2010
Secondary Marketing Committee Western Secondary Market 1994 - 2008
Provident Bank Mortgage February 1994 - August 2007
Skills
Mortgage Pipeline..., Secondary Marketing..., Secondary Marketing..., Mortgage Lending, Management, Product Development, Asset Managment, Investments, Risk Management, Financial Analysis, Due Diligence, Fixed Income, Business Planning, Strategic Planning, Management Consulting, Business Strategy, Portfolio Management, Leadership, Mortgage Banking, Asset Management, Loans, Hedging, Loan Origination, Finance, Sales, Forecasting, Banking, Financial Risk, Residential Mortgages, Refinance, FHA, Executive Management, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2009
EMBA, Management
University of Redlands 2002 — 2004
Bachelos of Science, Business Admin
Mortgage Capital Management, Inc June 2011 - Present
Merrill Lynch March 2010 - June 2011
Mortgage Minds November 2007 - March 2010
Secondary Marketing Committee Western Secondary Market 1994 - 2008
Provident Bank Mortgage February 1994 - August 2007
Skills
Mortgage Pipeline..., Secondary Marketing..., Secondary Marketing..., Mortgage Lending, Management, Product Development, Asset Managment, Investments, Risk Management, Financial Analysis, Due Diligence, Fixed Income, Business Planning, Strategic Planning, Management Consulting, Business Strategy, Portfolio Management, Leadership, Mortgage Banking, Asset Management, Loans, Hedging, Loan Origination, Finance, Sales, Forecasting, Banking, Financial Risk, Residential Mortgages, Refinance, FHA, Executive Management, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2009
EMBA, Management
University of Redlands 2002 — 2004
Bachelos of Science, Business Admin
Chris Brigham's Merrill Lynch Experience July 2008 - August 2008
Job Investment Analyst at Longview Asset Management
Industry Financial Services
Experience
Longview Asset Management June 2014 - Present
Tiresias Capital January 2012 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch July 2008 - August 2008
The Compass Group June 2007 - August 2007
Skills
Investment Analysis, Trading, Portfolio Management, Bloomberg, Equities, Financial Modeling, Capital IQ, Investments, Hedge Funds, Economics, Equity Research, Financial Analysis, Derivatives, Valuation, Emerging Markets, Capital Markets
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Value Investing Program
Claremont McKenna College 2005 — 2009
B.A., Economics-Finance
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Longview Asset Management June 2014 - Present
Tiresias Capital January 2012 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch July 2008 - August 2008
The Compass Group June 2007 - August 2007
Skills
Investment Analysis, Trading, Portfolio Management, Bloomberg, Equities, Financial Modeling, Capital IQ, Investments, Hedge Funds, Economics, Equity Research, Financial Analysis, Derivatives, Valuation, Emerging Markets, Capital Markets
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Value Investing Program
Claremont McKenna College 2005 — 2009
B.A., Economics-Finance
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Nikolas Miller, CFA's Merrill Lynch Experience May 2008 - August 2008
Job Investment Associate at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
John Mulhall's Merrill Lynch Experience April 2010 - June 2012
Job Retirement Income Certified Professional (RICP) CLU, ChFC, CASL,
Industry Financial Services
Experience
Ohio National Financial Services August 2012 - Present
Merrill Lynch April 2010 - June 2012
MS December 2007 - April 2010
UBS Wealth Management Americas 2000 - 2007
UBS Wealth Management 2000 - 2007
Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning
Education
City University of New York-Hunter College 1976 — 1978
BA, English
Ohio National Financial Services August 2012 - Present
Merrill Lynch April 2010 - June 2012
MS December 2007 - April 2010
UBS Wealth Management Americas 2000 - 2007
UBS Wealth Management 2000 - 2007
Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning
Education
City University of New York-Hunter College 1976 — 1978
BA, English
Bernie (Bernadette) Munro's Merrill Lynch Experience November 1999 - September 2004
Job Technology Infrastructure – Systems/Deployment Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2009 - Present
Barr Laboratories February 2008 - May 2009
Merrill Lynch (GTI) July 2006 - February 2008
Merill Lynch (GPC) September 2004 - July 2006
Merrill Lynch November 1999 - September 2004
Skills
SDLC, Disaster Recovery, Vendor Management, IT Strategy, Data Center, ITIL, SQL, Active Directory, Integration, Windows, Project Management, Software Documentation, IT Service Management, CA Unicentre, Citrix Metaframe, IIS, .NET, HP Quality Center, F5 BigIP, Netscaler, Apache Tomcat, Attunity Repliweb, Nexus, Server Administration, Software Deployment, IT Management, Project Planning
Education
City University of New York-Hunter College 1991 — 1996
Bachelor's of science, Education
Bank of America October 2009 - Present
Barr Laboratories February 2008 - May 2009
Merrill Lynch (GTI) July 2006 - February 2008
Merill Lynch (GPC) September 2004 - July 2006
Merrill Lynch November 1999 - September 2004
Skills
SDLC, Disaster Recovery, Vendor Management, IT Strategy, Data Center, ITIL, SQL, Active Directory, Integration, Windows, Project Management, Software Documentation, IT Service Management, CA Unicentre, Citrix Metaframe, IIS, .NET, HP Quality Center, F5 BigIP, Netscaler, Apache Tomcat, Attunity Repliweb, Nexus, Server Administration, Software Deployment, IT Management, Project Planning
Education
City University of New York-Hunter College 1991 — 1996
Bachelor's of science, Education
Marianne Kenton's Merrill Lynch Experience October 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Merrill Lynch May 2005 - October 2007
Merrill Lynch September 2002 - May 2005
Merrill Lynch May 2000 - September 2002
Merrill Lynch May 1998 - May 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch November 1992 - March 1996
Merrill Lynch June 1986 - November 1992
Merrill Lynch June 1985 - June 1986
Merrill Lynch April 1983 - June 1985
Skills
Marketing
Education
City University of New York-Hunter College
BA, English
Merrill Lynch October 2007 - Present
Merrill Lynch May 2005 - October 2007
Merrill Lynch September 2002 - May 2005
Merrill Lynch May 2000 - September 2002
Merrill Lynch May 1998 - May 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch November 1992 - March 1996
Merrill Lynch June 1986 - November 1992
Merrill Lynch June 1985 - June 1986
Merrill Lynch April 1983 - June 1985
Skills
Marketing
Education
City University of New York-Hunter College
BA, English
Arlene Umpierre's Merrill Lynch Experience September 1986 - May 2002
Job Insurance Professional
Industry Insurance
Experience
Merrill Lynch September 1986 - May 2002
Skills
Investments, Change Management, Securities, Series 7, Series 63, Strategic Planning, Mutual Funds, Banking, Wealth Management, Financial Analysis, Risk Management, Financial Services, Insurance, Portfolio Management, Customer Service, Project Management, IRAs, Retirement Planning, Financial Planning
Education
City University of New York-Hunter College
Merrill Lynch September 1986 - May 2002
Skills
Investments, Change Management, Securities, Series 7, Series 63, Strategic Planning, Mutual Funds, Banking, Wealth Management, Financial Analysis, Risk Management, Financial Services, Insurance, Portfolio Management, Customer Service, Project Management, IRAs, Retirement Planning, Financial Planning
Education
City University of New York-Hunter College
Frank Mc Carrick's Merrill Lynch Experience 1984 - 1989
Job Business Administration Manager
Industry Financial Services
Experience
Lazard Vice PresidentMerrill Lynch1999 - 2009
Bank of America/ Merrill Lynch 1989 - 1999
Merrill Lynch 1984 - 1989
Skills
Process Improvement, Strategy, Finance, Forecasting, Financial Analysis, Training, Business Analysis, Banking, Financial Modeling, Analysis, Mutual Funds, Risk Management, Sales, Series 7, Strategic Financial..., Equities, Management, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College 1974 — 1976
BA, Psychology & Early Childhood Education
Lazard Vice PresidentMerrill Lynch1999 - 2009
Bank of America/ Merrill Lynch 1989 - 1999
Merrill Lynch 1984 - 1989
Skills
Process Improvement, Strategy, Finance, Forecasting, Financial Analysis, Training, Business Analysis, Banking, Financial Modeling, Analysis, Mutual Funds, Risk Management, Sales, Series 7, Strategic Financial..., Equities, Management, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College 1974 — 1976
BA, Psychology & Early Childhood Education
Inara Angelis's Merrill Lynch Experience May 1987 - June 2008
Job Wine Consultant at Testa Wines of the World
Industry Wine and Spirits
Experience
Testa Wines of the World 2009 - Present
Merrill Lynch May 1987 - June 2008
Bank of America Merrill Lynch 1986 - 2008
Skills
Wine, SDLC, Human Resources, Talent Management, Retail, Event Planning, Visio, Business Analysis, Marketing, Purchasing, Onboarding, Restaurants, Wine Tasting, Vendor Management, Project Management, Change Management
Education
Sommelier Society of America 2009 — 2009
Sommelier Certification, Wine and Beverage
Pace University 2001 — 2003
Advanced Teaching Certificate, English, Education
City University of New York-Hunter College 1994 — 1999
MA, Communications and Media
Testa Wines of the World 2009 - Present
Merrill Lynch May 1987 - June 2008
Bank of America Merrill Lynch 1986 - 2008
Skills
Wine, SDLC, Human Resources, Talent Management, Retail, Event Planning, Visio, Business Analysis, Marketing, Purchasing, Onboarding, Restaurants, Wine Tasting, Vendor Management, Project Management, Change Management
Education
Sommelier Society of America 2009 — 2009
Sommelier Certification, Wine and Beverage
Pace University 2001 — 2003
Advanced Teaching Certificate, English, Education
City University of New York-Hunter College 1994 — 1999
MA, Communications and Media
Lynn Fleary's Merrill Lynch Experience 1998 - 1998
Job Strategic Commmunications and Marketing Professional
Industry Marketing and Advertising
Experience
Teachers' Retirement System of the City of New York April 2015 - Present
The Synergos Institute 2013 - 2013
College & Community Fellowship September 2010 - December 2012
Morgan Stanley 2009 - 2010
UBS 2007 - 2009
Reuters 2006 - 2007
Bank of America 2000 - 2005
Guardian Life 1999 - 2000
Merrill Lynch 1998 - 1998
J.P. Morgan 1993 - 1997
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Editing, Communications Strategy, Key Message Development, Writing, Business Communications, Nonprofits, Strategic Planning, Management
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's Degree, Advanced Management and Finance
City University of New York-Hunter College
Bachelor's degree, Political Science and Government
Teachers' Retirement System of the City of New York April 2015 - Present
The Synergos Institute 2013 - 2013
College & Community Fellowship September 2010 - December 2012
Morgan Stanley 2009 - 2010
UBS 2007 - 2009
Reuters 2006 - 2007
Bank of America 2000 - 2005
Guardian Life 1999 - 2000
Merrill Lynch 1998 - 1998
J.P. Morgan 1993 - 1997
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Editing, Communications Strategy, Key Message Development, Writing, Business Communications, Nonprofits, Strategic Planning, Management
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's Degree, Advanced Management and Finance
City University of New York-Hunter College
Bachelor's degree, Political Science and Government
Louis Albanese's Merrill Lynch Experience 2007 - 2010
Job Venture Capital at Saudi Aramco
Industry Venture Capital & Private Equity
Experience
Saudi Aramco Energy Ventures March 2014 - Present
Exec, Inc. July 2012 - January 2014
First Solar January 2011 - June 2012
Merrill Lynch 2007 - 2010
Ellington Management Group 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Renewable Energy, Strategy, Corporate Development, Finance, Start-ups, Energy, Venture Capital, Mergers & Acquisitions, Cat Herding
Education
Claremont McKenna College
Bachelor of Arts, Financial Economics
Phillips Exeter Academy
Saudi Aramco Energy Ventures March 2014 - Present
Exec, Inc. July 2012 - January 2014
First Solar January 2011 - June 2012
Merrill Lynch 2007 - 2010
Ellington Management Group 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Renewable Energy, Strategy, Corporate Development, Finance, Start-ups, Energy, Venture Capital, Mergers & Acquisitions, Cat Herding
Education
Claremont McKenna College
Bachelor of Arts, Financial Economics
Phillips Exeter Academy
Daniel McManus's Merrill Lynch Experience November 2001 - June 2003
Job Director, Corporate Compliance at Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center August 2013 - Present
New York City Health and Hospitals Corporation April 2010 - July 2013
Barclays Capital October 2005 - October 2008
GHI July 2003 - October 2005
Merrill Lynch November 2001 - June 2003
Skills
Risk Assessment, Auditing, Policy, Risk Management, Training, Process Improvement, Analysis, Investigation, Fraud, Healthcare, Security, Financial Risk, HIPAA, Hospitals
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2002
MA, Forensic Psychology
Monmouth University 1994 — 1998
BA, Criminal Justice
Montefiore Medical Center August 2013 - Present
New York City Health and Hospitals Corporation April 2010 - July 2013
Barclays Capital October 2005 - October 2008
GHI July 2003 - October 2005
Merrill Lynch November 2001 - June 2003
Skills
Risk Assessment, Auditing, Policy, Risk Management, Training, Process Improvement, Analysis, Investigation, Fraud, Healthcare, Security, Financial Risk, HIPAA, Hospitals
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2002
MA, Forensic Psychology
Monmouth University 1994 — 1998
BA, Criminal Justice
Christopher Sevrens's Merrill Lynch Experience August 1996 - January 2009
Job Managing Director, Head of DCM Syndicate, Americas at Natixis
Industry Financial Services
Experience
Natixis December 2014 - Present
Morgan Stanley March 2011 - October 2014
Citadel Investment Group June 2009 - March 2011
Merrill Lynch August 1996 - January 2009
Crowell, Weedon & Co. 1991 - 1994
Smith Barney 1989 - 1991
Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Claremont McKenna College 1985 — 1989
BA, Economics, Mathematics
Natixis December 2014 - Present
Morgan Stanley March 2011 - October 2014
Citadel Investment Group June 2009 - March 2011
Merrill Lynch August 1996 - January 2009
Crowell, Weedon & Co. 1991 - 1994
Smith Barney 1989 - 1991
Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Claremont McKenna College 1985 — 1989
BA, Economics, Mathematics
Jeanne Forrey CFP®, CDFA, CRPC®'s Merrill Lynch Experience 2004 - 2008
Job
Industry Investment Management
Experience
Robinswood Financial March 2006 - Present
Jeanne Forrey 2000 - Present
Merrill Lynch 2004 - 2008
Wachovia Securities, LLC 2000 - 2004
Education
City University of Seattle 1998 — 2000
Business
Robinswood Financial March 2006 - Present
Jeanne Forrey 2000 - Present
Merrill Lynch 2004 - 2008
Wachovia Securities, LLC 2000 - 2004
Education
City University of Seattle 1998 — 2000
Business
Renee Opinsky's Merrill Lynch Experience May 2006 - 2009
Job Director of Facilities & Office Services at Marina Maher Communications
Industry Financial Services
Experience
Marina Maher Communications May 2012 - Present
Harbinger Capital Partners 2009 - 2011
Merrill Lynch May 2006 - 2009
Merrill Lynch February 2004 - May 2006
Merrill Lynch February 2002 - February 2004
Skills
Financial Analysis, Financial Reporting, Vendor Management, Contract Negotiation, Business Continuity..., Event Management, Office Administration, Recruiting, Management, Analysis, Finance
Education
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
City University of New York-Hunter College 1984 — 1989
BS, Accounting
Marina Maher Communications May 2012 - Present
Harbinger Capital Partners 2009 - 2011
Merrill Lynch May 2006 - 2009
Merrill Lynch February 2004 - May 2006
Merrill Lynch February 2002 - February 2004
Skills
Financial Analysis, Financial Reporting, Vendor Management, Contract Negotiation, Business Continuity..., Event Management, Office Administration, Recruiting, Management, Analysis, Finance
Education
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
City University of New York-Hunter College 1984 — 1989
BS, Accounting
Ronald Dzurilla's Merrill Lynch Experience April 2005 - April 2009
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - September 2014
Bank of America April 2005 - June 2013
Merrill Lynch April 2005 - April 2009
Dell 2004 - 2005
AXA Financial 2000 - 2003
Altria 1986 - 2000
Skills
PMO, Portfolio Management, Business Analysis, Strategic Planning, SDLC, Project Portfolio..., Program Management, Team Building, Process Improvement, Change Management, gover, Business Process..., Six Sigma, Process Engineering, Resource Management, Agile Methodologies, Agile Project Management, Communication, Strategic Communications, Vendor Management, IT Strategy, SharePoint, Risk Management, Governance
Education
City University of New York-Hunter College
Bachelor’s Degree, Computer Science and Sociology
JPMorgan Chase June 2013 - September 2014
Bank of America April 2005 - June 2013
Merrill Lynch April 2005 - April 2009
Dell 2004 - 2005
AXA Financial 2000 - 2003
Altria 1986 - 2000
Skills
PMO, Portfolio Management, Business Analysis, Strategic Planning, SDLC, Project Portfolio..., Program Management, Team Building, Process Improvement, Change Management, gover, Business Process..., Six Sigma, Process Engineering, Resource Management, Agile Methodologies, Agile Project Management, Communication, Strategic Communications, Vendor Management, IT Strategy, SharePoint, Risk Management, Governance
Education
City University of New York-Hunter College
Bachelor’s Degree, Computer Science and Sociology
Matt Cuneo's Merrill Lynch Experience June 2007 - August 2007
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Columbia Business School January 2015 - Present
Chambers Street Properties (NYSE: CSG) June 2014 - December 2014
Solon Mack Capital LLC August 2012 - December 2013
Citigroup June 2010 - July 2012
Chambers Street Properties June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, Corporate Finance, Investments, Due Diligence, Financial Analysis, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance, Entrepreneurship
Claremont McKenna College 2006 — 2010
Economics
London School of Economics and Political Science 2008 — 2009
Economics, Psychology
Deerfield Academy 2003 — 2006
Columbia Business School January 2015 - Present
Chambers Street Properties (NYSE: CSG) June 2014 - December 2014
Solon Mack Capital LLC August 2012 - December 2013
Citigroup June 2010 - July 2012
Chambers Street Properties June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, Corporate Finance, Investments, Due Diligence, Financial Analysis, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance, Entrepreneurship
Claremont McKenna College 2006 — 2010
Economics
London School of Economics and Political Science 2008 — 2009
Economics, Psychology
Deerfield Academy 2003 — 2006
Nancy Caraballo Toelken's Merrill Lynch Experience April 2000 - November 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2000 - November 2014
Formed 4 Greatness January 2013 - August 2014
Skills
Retirement Planning, Investments, Financial Modeling, Equities, Wealth Management, Fixed Income, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Series 63, Risk Management, Financial Analysis, Alternative Investments
Education
John Jay College of Criminal Justice
Merrill Lynch April 2000 - November 2014
Formed 4 Greatness January 2013 - August 2014
Skills
Retirement Planning, Investments, Financial Modeling, Equities, Wealth Management, Fixed Income, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Series 63, Risk Management, Financial Analysis, Alternative Investments
Education
John Jay College of Criminal Justice
Dalit Goldwert's Merrill Lynch Experience August 2001 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2001 - Present
Education
Hunter College
Bachelor of Science, Accounting
Wharton Business School
CIMA
Merrill Lynch August 2001 - Present
Education
Hunter College
Bachelor of Science, Accounting
Wharton Business School
CIMA
Sharon Gluck's Merrill Lynch Experience September 1986 - June 1992
Job Vice President at Citibank
Industry Banking
Experience
Citibank December 1998 - Present
Merrill Lynch September 1986 - June 1992
Skills
Banking, Risk Management, Fixed Income, Portfolio Management, Investment Banking, Derivatives, SDLC, Business Analysis, Equities, Vendor Management, Capital Markets, Financial Services, Requirements Analysis, Software Project..., Requirements Gathering, SQL, Visio, IT Strategy, Project Management, Agile Methodologies, Software Development, Business Requirements, Relationship Management, Trading Systems, Corporate Communications
Education
City University of New York-Herbert H. Lehman College 1982 — 1986
Bachelor's degree, Computer Science
Queens College
Computer Science
Citibank December 1998 - Present
Merrill Lynch September 1986 - June 1992
Skills
Banking, Risk Management, Fixed Income, Portfolio Management, Investment Banking, Derivatives, SDLC, Business Analysis, Equities, Vendor Management, Capital Markets, Financial Services, Requirements Analysis, Software Project..., Requirements Gathering, SQL, Visio, IT Strategy, Project Management, Agile Methodologies, Software Development, Business Requirements, Relationship Management, Trading Systems, Corporate Communications
Education
City University of New York-Herbert H. Lehman College 1982 — 1986
Bachelor's degree, Computer Science
Queens College
Computer Science
Anita Giardina Mosten's Merrill Lynch Experience 1992 - 1995
Job Computer Savvy
Industry Information Technology and Services
Experience
Town of North Hempstead 2007 - 2008
Verizon 1983 - 2001
Merrill Lynch 1992 - 1995
Skills
MSFT Word, Excel,..., Database Administration, Windows XP, Troubleshooting, Windows 7, Windows, Software Documentation, OS X, Database Design, Access, HTML, Data Analysis, Databases, System Administration, Computer Hardware
Education
Hunter College 1970 — 1974
BA, Mathematics, Computers
Biship Mc Donnell memorial HS 1966 — 1970
Mathematics
Town of North Hempstead 2007 - 2008
Verizon 1983 - 2001
Merrill Lynch 1992 - 1995
Skills
MSFT Word, Excel,..., Database Administration, Windows XP, Troubleshooting, Windows 7, Windows, Software Documentation, OS X, Database Design, Access, HTML, Data Analysis, Databases, System Administration, Computer Hardware
Education
Hunter College 1970 — 1974
BA, Mathematics, Computers
Biship Mc Donnell memorial HS 1966 — 1970
Mathematics
Paul Holzer's Merrill Lynch Experience October 1990 - November 1995
Job Experienced Java/C++/C# developer seeking position in financial/quantitative sector
Industry Computer Software
Experience
Self - Employed March 2010 - Present
SunGard Data Systems, Inc. November 1995 - February 2010
Merrill Lynch October 1990 - November 1995
Skills
Java, XML, Linux, Options, SQL, C++, C#, Python, Business Analysis, Java Enterprise Edition, JavaScript
Education
City University of New York-Hunter College 1980 — 1983
MS, Applied Mathematics
Princeton University
BA
Self - Employed March 2010 - Present
SunGard Data Systems, Inc. November 1995 - February 2010
Merrill Lynch October 1990 - November 1995
Skills
Java, XML, Linux, Options, SQL, C++, C#, Python, Business Analysis, Java Enterprise Edition, JavaScript
Education
City University of New York-Hunter College 1980 — 1983
MS, Applied Mathematics
Princeton University
BA
Janett Canela-Flores's Merrill Lynch Experience September 2005 - November 2007
Job Student at Lehman College Pursuing Master's Degree in Speech Pathology
Industry Investment Management
Experience
PIMCO Investments LLC January 2011 - February 2014
Allianz Global Investors July 2009 - December 2010
Merrill Lynch September 2005 - November 2007
Salomon Smith Barney July 1999 - September 2005
Skills
Investments, CRM, Financial Advisory, Wealth Management, Asset Management, Financial Services, Portfolio Management, Sales Operations, Retirement, Financial Analysis, Marketing, Maintaining..., Leading Business..., Implementing Marketing...
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master's Degree
State University of New York at Stony Brook 1992 — 1996
BA
PIMCO Investments LLC January 2011 - February 2014
Allianz Global Investors July 2009 - December 2010
Merrill Lynch September 2005 - November 2007
Salomon Smith Barney July 1999 - September 2005
Skills
Investments, CRM, Financial Advisory, Wealth Management, Asset Management, Financial Services, Portfolio Management, Sales Operations, Retirement, Financial Analysis, Marketing, Maintaining..., Leading Business..., Implementing Marketing...
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master's Degree
State University of New York at Stony Brook 1992 — 1996
BA
Roger Scully's Merrill Lynch Experience 2002 - 2004
Job Healthcare Specialist
Industry Financial Services
Experience
JMP Securities February 2011 - Present
Maxim Group June 2010 - November 2010
Leerink Swann 2008 - 2008
Bear Stearns 2004 - 2008
Merrill Lynch 2002 - 2004
Merrill Lynch 1998 - 2002
Waterhouse Securities 1998 - 1998
Montrose Capital Management 1997 - 1998
Monroe Parker Securities 1996 - 1997
Skills
Capital Markets, Financial Modeling, Corporate Finance, Equity Research, Valuation, Investment Banking, Investments, Equities, Hedge Funds, Series 7, Series 55, Series 63, Series 24, Private Equity, Due Diligence, Operations, Securities, Business Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Equity Trading, Mutual Funds, Alternative Investments, Investor Relations
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Anthropology
JMP Securities February 2011 - Present
Maxim Group June 2010 - November 2010
Leerink Swann 2008 - 2008
Bear Stearns 2004 - 2008
Merrill Lynch 2002 - 2004
Merrill Lynch 1998 - 2002
Waterhouse Securities 1998 - 1998
Montrose Capital Management 1997 - 1998
Monroe Parker Securities 1996 - 1997
Skills
Capital Markets, Financial Modeling, Corporate Finance, Equity Research, Valuation, Investment Banking, Investments, Equities, Hedge Funds, Series 7, Series 55, Series 63, Series 24, Private Equity, Due Diligence, Operations, Securities, Business Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Equity Trading, Mutual Funds, Alternative Investments, Investor Relations
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Anthropology
James Reiman's Merrill Lynch Experience
Job
Industry Financial Services
Experience
Merrill Lynch
Skills
Microsoft Excel
Education
Hunter College 1959 — 1964
Bachelor of Arts (BA), History/Economics
Hunter College/CUNY 1959 — 1964
Bachelor of Arts (BA), History/Economics
Merrill Lynch
Skills
Microsoft Excel
Education
Hunter College 1959 — 1964
Bachelor of Arts (BA), History/Economics
Hunter College/CUNY 1959 — 1964
Bachelor of Arts (BA), History/Economics
Kathryn Bartee's Merrill Lynch Experience August 1983 - August 1988
Job Special Education Teacher at ISD 283
Industry Think Tanks
Experience
ISD 283 September 1999 - Present
Lohman's Amhurst Homeowner's Association June 1995 - June 1998
Edina Realty April 1989 - August 1996
Merrill Lynch August 1983 - August 1988
Bloomingdale House of Music August 1979 - August 1982
Herbert Barrett Management March 1979 - August 1980
Opera Orchestra of New York February 1978 - February 1979
National Symphony Orchestra August 1977 - February 1978
Skills
Graphic Design, Special Education, Nonprofits, Community Outreach, Microsoft Office
Education
Minnesota State University, Mankato 2002 — 2007
Special Education MS/ License Program
St. Paul College 1999 — 2000
American Sign Language
Hennepin County Technical College 1992 — 1993
Desktop Publishing
Pratt Institute 1984 — 1985
Graphic Design
Hunter College 1979 — 1980
Macalester College 1973 — 1977
Music, Anthropology
Minnetonka HS 1970 — 1973
ISD 283 September 1999 - Present
Lohman's Amhurst Homeowner's Association June 1995 - June 1998
Edina Realty April 1989 - August 1996
Merrill Lynch August 1983 - August 1988
Bloomingdale House of Music August 1979 - August 1982
Herbert Barrett Management March 1979 - August 1980
Opera Orchestra of New York February 1978 - February 1979
National Symphony Orchestra August 1977 - February 1978
Skills
Graphic Design, Special Education, Nonprofits, Community Outreach, Microsoft Office
Education
Minnesota State University, Mankato 2002 — 2007
Special Education MS/ License Program
St. Paul College 1999 — 2000
American Sign Language
Hennepin County Technical College 1992 — 1993
Desktop Publishing
Pratt Institute 1984 — 1985
Graphic Design
Hunter College 1979 — 1980
Macalester College 1973 — 1977
Music, Anthropology
Minnetonka HS 1970 — 1973
Ann-Marie O'Reilly's Merrill Lynch Experience October 2006 - August 2010
Job Human Resources at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard August 2010 - Present
Lazard Freres & Co. August 2010 - April 2013
Merrill Lynch October 2006 - August 2010
Goldman Sachs July 1999 - October 2006
PwC September 1993 - July 1999
Skills
Human Resources, Investment Banking, Personnel Management
Education
City University of New York-Hunter College 1995 — 1998
BA, Psychology
Lazard August 2010 - Present
Lazard Freres & Co. August 2010 - April 2013
Merrill Lynch October 2006 - August 2010
Goldman Sachs July 1999 - October 2006
PwC September 1993 - July 1999
Skills
Human Resources, Investment Banking, Personnel Management
Education
City University of New York-Hunter College 1995 — 1998
BA, Psychology
Andrew Geenen's Merrill Lynch Experience May 2009 - August 2009
Job CMBS Trading
Industry Financial Services
Alexandra Marzullo's Merrill Lynch Experience August 2011 - May 2012
Job Office Administrator at Empirical Media
Industry Management Consulting
Experience
Empirical Media September 2014 - Present
The Glover Park Group November 2012 - April 2014
Barclays Investment Bank May 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Certified...
Education
College of Charleston 2008 — 2012
B.S. in Business Administration, Finance & Economics
City University of New York-Hunter College
Nutrition Sciences
Empirical Media September 2014 - Present
The Glover Park Group November 2012 - April 2014
Barclays Investment Bank May 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Certified...
Education
College of Charleston 2008 — 2012
B.S. in Business Administration, Finance & Economics
City University of New York-Hunter College
Nutrition Sciences
Ram Ragubans's Merrill Lynch Experience April 2012 - Present
Job Senior Software Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Shelia Alston's Merrill Lynch Experience April 1990 - August 2002
Job Print Production Manager at MAC Cosmetics
Industry Cosmetics
Experience
MAC Cosmetics September 2002 - Present
Merrill Lynch April 1990 - August 2002
Education
Hunter College
MAC Cosmetics September 2002 - Present
Merrill Lynch April 1990 - August 2002
Education
Hunter College
Delano Jardine's Merrill Lynch Experience February 2002 - Present
Job Corperate Security at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2002 - Present
Merill Lynch, Inc. 2002 - 2008
Skills
Team Management, Analysis
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2001
Security Management/Public Administration
H.S. of Graphic Arts & Design 1955 — 1959
Bachelor of Arts (B.A.) Queens College City University of New York, Sociology/ Criminal Justice
Merrill Lynch February 2002 - Present
Merill Lynch, Inc. 2002 - 2008
Skills
Team Management, Analysis
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2001
Security Management/Public Administration
H.S. of Graphic Arts & Design 1955 — 1959
Bachelor of Arts (B.A.) Queens College City University of New York, Sociology/ Criminal Justice
Victoria Santoro's Merrill Lynch Experience June 2013 - August 2013
Job Investment Analyst Intern at Merrill Lynch
Industry Investment Management
Experience
The Robert Day School of Economics January 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, English to French, Entrepreneurship, French, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Statistics, Data Analysis, Investment Management
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Government and Economics, 3.98/4.00 GPA
The Robert Day School of Economics January 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, English to French, Entrepreneurship, French, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Statistics, Data Analysis, Investment Management
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Government and Economics, 3.98/4.00 GPA
PastorGeorgeP Chacko's Merrill Lynch Experience June 1986 - February 2000
Job Senior Pastor at Christ Assembly of God
Industry Religious Institutions
Experience
Christ Assembly of God July 2000 - Present
Merrill Lynch June 1986 - February 2000
Skills
Church Planting, Biblical Teaching,, Preaching
Education
Hunter College 1983 — 1987
Bachelor's degree
Richmond hill High 1980 — 1983
Diploma
Christ Assembly of God July 2000 - Present
Merrill Lynch June 1986 - February 2000
Skills
Church Planting, Biblical Teaching,, Preaching
Education
Hunter College 1983 — 1987
Bachelor's degree
Richmond hill High 1980 — 1983
Diploma
Salvatore Inglese's Merrill Lynch Experience March 1992 - December 1996
Job Technical Operations at JPMorgan Chase
Industry Financial Services
Experience
S.W. Anderson Sales December 2013 - Present
JPMorgan Chase December 2002 - May 2013
Verizon Enterprise Solution Group March 1996 - December 2002
Merrill Lynch March 1992 - December 1996
Hunter College 1990 - 1992
Skills
Vendor Management, Network Engineering, Disaster Recovery, SDLC, Networking, Technical Support, Active Directory, Servers, Integration, Infrastructure, IT Management, Software Installation, Data Center, Operating Systems, Enterprise Software
Education
Hunter College
Bachelor's degree, Computer Science
S.W. Anderson Sales December 2013 - Present
JPMorgan Chase December 2002 - May 2013
Verizon Enterprise Solution Group March 1996 - December 2002
Merrill Lynch March 1992 - December 1996
Hunter College 1990 - 1992
Skills
Vendor Management, Network Engineering, Disaster Recovery, SDLC, Networking, Technical Support, Active Directory, Servers, Integration, Infrastructure, IT Management, Software Installation, Data Center, Operating Systems, Enterprise Software
Education
Hunter College
Bachelor's degree, Computer Science
Jennifer Payea's Merrill Lynch Experience June 1993 - August 2007
Job AVP Corporate Actions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2007 - Present
Merrill Lynch June 1993 - August 2007
Skills
Corporate Actions, Securities, Back Office, Management, Equities, Dividends, Financial Services, Global Custody, Fixed Income, Investments, Mutual Funds, Securities Lending, Middle Office, Prime Brokerage, Fund Accounting, Settlement, Bonds, Hedge Funds, Bloomberg, Trading Systems, Financial Markets, Options, Derivatives, Alternative Investments
Education
Hunter College
Brown Brothers Harriman August 2007 - Present
Merrill Lynch June 1993 - August 2007
Skills
Corporate Actions, Securities, Back Office, Management, Equities, Dividends, Financial Services, Global Custody, Fixed Income, Investments, Mutual Funds, Securities Lending, Middle Office, Prime Brokerage, Fund Accounting, Settlement, Bonds, Hedge Funds, Bloomberg, Trading Systems, Financial Markets, Options, Derivatives, Alternative Investments
Education
Hunter College
Rush Della (03M494)'s Merrill Lynch Experience November 1986 - February 2007
Job ESL Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education February 2005 - Present
Merrill Lynch November 1986 - February 2007
New York Life Insurance Company April 1983 - November 1987
Education
Hunter College
Master of Arts (M.A.), TESOL
New York Institute of Technology-Old Westbury
Master of Science (MS), Instructional Technology
NYC Department of Education February 2005 - Present
Merrill Lynch November 1986 - February 2007
New York Life Insurance Company April 1983 - November 1987
Education
Hunter College
Master of Arts (M.A.), TESOL
New York Institute of Technology-Old Westbury
Master of Science (MS), Instructional Technology
Desiree Bryant's Merrill Lynch Experience October 1997 - April 2008
Job Senior Executive Administrative Assistant at UBS Financial Services
Industry Banking
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch October 1997 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets
Education
City University of New York-John Jay College of Criminal Justice
UBS Financial Services November 2008 - Present
Merrill Lynch October 1997 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets
Education
City University of New York-John Jay College of Criminal Justice
joe val's Merrill Lynch Experience May 1980 - May 1990
Job
Industry
Experience
FBI Brokers, Icap January 1990 - June 2013
Merrill Lynch May 1980 - May 1990
Education
City University of New York-Hunter College 1969 — 1973
Bachelor's degree, Economics, B
LaSalle Academy NYC 1965 — 1969
B+
FBI Brokers, Icap January 1990 - June 2013
Merrill Lynch May 1980 - May 1990
Education
City University of New York-Hunter College 1969 — 1973
Bachelor's degree, Economics, B
LaSalle Academy NYC 1965 — 1969
B+
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank