Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Barry Malkin Barry Malkin's Merrill Lynch Experience May 1999 - June 2000
Job Education Executive
Industry Education Management
Experience
Apollo Group June 2008 - February 2014
Bear Stearns April 2004 - May 2008
Career Education Corporation June 2002 - March 2004
Credit Suisse June 2000 - November 2001
Merrill Lynch May 1999 - June 2000
JPMorgan Chase August 1996 - May 1999
Skills
M&A experience, Venture Capital, Mergers, Investor Relations, Strategy Development, International..., Educational Technology, Technology, Strategy, Business Strategy, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Finance, Acquisitions, Start-ups, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
American University 1987 — 1991
BS, Business Administration
Singularity University 2014 — 2014
Exponential Technology, Executive Education
Apollo Group June 2008 - February 2014
Bear Stearns April 2004 - May 2008
Career Education Corporation June 2002 - March 2004
Credit Suisse June 2000 - November 2001
Merrill Lynch May 1999 - June 2000
JPMorgan Chase August 1996 - May 1999
Skills
M&A experience, Venture Capital, Mergers, Investor Relations, Strategy Development, International..., Educational Technology, Technology, Strategy, Business Strategy, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Finance, Acquisitions, Start-ups, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
American University 1987 — 1991
BS, Business Administration
Singularity University 2014 — 2014
Exponential Technology, Executive Education
Jesse Wilson, MBA Jesse Wilson, MBA's Merrill Lynch Experience October 2004 - May 2005
Job Executive Producer at Pinnacle Pictures
Industry Motion Pictures and Film
Experience
Pinnacle Pictures 2014 - Present
Hollywood Entertainment August 2011 - Present
Verizon Business March 2009 - 2011
Things To Do October 2008 - October 2010
Acura December 2002 - September 2008
Headfirst Sports May 2005 - September 2006
Merrill Lynch October 2004 - May 2005
Skills
Management, Sales, Training, Marketing, Program Management, Analysis, Strategic Planning, Social Media Marketing, New Business Development, Recruiting, Coaching, Social Media, Human Resources, Leadership, Customer Service, Social Networking, Marketing Strategy, Business Development, Business Strategy, Event Planning, Budgets, Finance, Team Management, Team Building, Youth Development, Contract Negotiation, Account Management, Acting, Voice Over, Characters, On-air Hosting, Photography, Creative Direction, Project Finance, End-to-End Project..., Film Production, Executive Production, Presentation Skills, Event Management, Advertising, Public Relations, Microsoft Office, Marketing Communications, Facebook, Project Management, Feature Films, Film, TV Production, Reality TV
Education
American University - Kogod School of Business
Master, Business Administration; Finance and Marketing
California Polytechnic State University-San Luis Obispo 1999 — 2003
BA, History, Agribusiness, Int'l Relations
Pinnacle Pictures 2014 - Present
Hollywood Entertainment August 2011 - Present
Verizon Business March 2009 - 2011
Things To Do October 2008 - October 2010
Acura December 2002 - September 2008
Headfirst Sports May 2005 - September 2006
Merrill Lynch October 2004 - May 2005
Skills
Management, Sales, Training, Marketing, Program Management, Analysis, Strategic Planning, Social Media Marketing, New Business Development, Recruiting, Coaching, Social Media, Human Resources, Leadership, Customer Service, Social Networking, Marketing Strategy, Business Development, Business Strategy, Event Planning, Budgets, Finance, Team Management, Team Building, Youth Development, Contract Negotiation, Account Management, Acting, Voice Over, Characters, On-air Hosting, Photography, Creative Direction, Project Finance, End-to-End Project..., Film Production, Executive Production, Presentation Skills, Event Management, Advertising, Public Relations, Microsoft Office, Marketing Communications, Facebook, Project Management, Feature Films, Film, TV Production, Reality TV
Education
American University - Kogod School of Business
Master, Business Administration; Finance and Marketing
California Polytechnic State University-San Luis Obispo 1999 — 2003
BA, History, Agribusiness, Int'l Relations
Judah Margulies's Merrill Lynch Experience April 2008 - June 2008
Job Financial Consultant at AXA Advisors
Industry Renewables & Environment
Experience
AXA Advisors March 2014 - Present
Laura Margulies & Associates, LLC. January 2010 - June 2013
Enterprise Rent-A-Car June 2012 - August 2012
Eco Branding January 2012 - May 2012
Merrill Lynch April 2008 - June 2008
Education
American University 2009 — 2013
International Business
AXA Advisors March 2014 - Present
Laura Margulies & Associates, LLC. January 2010 - June 2013
Enterprise Rent-A-Car June 2012 - August 2012
Eco Branding January 2012 - May 2012
Merrill Lynch April 2008 - June 2008
Education
American University 2009 — 2013
International Business
Cindy Reinbold Cindy Reinbold's Merrill Lynch Experience June 1980 - December 2011
Job Financial Advisor at Amarillo National Bank
Industry Banking
Experience
Amarillo National Bank April 2012 - Present
Merrill Lynch June 1980 - December 2011
Skills
Banking, Financial Analysis, Loans, Credit, Mortgage Lending, Credit Analysis, Portfolio Management, Investments, Risk Management, Financial Planning
Education
Amarillo College
General Studies
Texas Tech University
Amarillo National Bank April 2012 - Present
Merrill Lynch June 1980 - December 2011
Skills
Banking, Financial Analysis, Loans, Credit, Mortgage Lending, Credit Analysis, Portfolio Management, Investments, Risk Management, Financial Planning
Education
Amarillo College
General Studies
Texas Tech University
Christopher J. McDonnell, CFP® Christopher J. McDonnell, CFP®'s Merrill Lynch Experience 2009 - 2012
Job Principal and Owner, McDonnell Wealth Management
Industry Investment Management
Experience
McDonnell Wealth Management 2012 - Present
Loyola University Chicago May 2013 - Present
Merrill Lynch 2009 - 2012
American University 2005 - 2009
Skills
Comprehensive Financial..., Investment Management, Advanced Portfolio..., Estate Planning, Tax Advisory, Risk Management, Employee Benefit Plans, Investment Policy..., Financial Statements, Portfolio Management, Financial Goals, Strategic Financial..., Employee Benefits, Investment Policy, Financial Analysis, Finance, Series 7, Securities, Valuation, Financial Advisory, Investments, Management, Wealth Management, Financial Risk, Retirement Planning, Life Insurance, Superior Client Service, Financial Planning, Event Planning, Public Speaking, Leadership, Nonprofits, Strategic Planning, Social Media
Education
American University - Kogod School of Business 2006 — 2008
MBA, Finance, Investments, & Portfolio Management
Drake University 2001 — 2005
BA, Public Relations
MCHS
McDonnell Wealth Management 2012 - Present
Loyola University Chicago May 2013 - Present
Merrill Lynch 2009 - 2012
American University 2005 - 2009
Skills
Comprehensive Financial..., Investment Management, Advanced Portfolio..., Estate Planning, Tax Advisory, Risk Management, Employee Benefit Plans, Investment Policy..., Financial Statements, Portfolio Management, Financial Goals, Strategic Financial..., Employee Benefits, Investment Policy, Financial Analysis, Finance, Series 7, Securities, Valuation, Financial Advisory, Investments, Management, Wealth Management, Financial Risk, Retirement Planning, Life Insurance, Superior Client Service, Financial Planning, Event Planning, Public Speaking, Leadership, Nonprofits, Strategic Planning, Social Media
Education
American University - Kogod School of Business 2006 — 2008
MBA, Finance, Investments, & Portfolio Management
Drake University 2001 — 2005
BA, Public Relations
MCHS
Jenna Fabino Jenna Fabino's Merrill Lynch Experience March 2012 - March 2013
Job Customer Success Manager at Invoca
Industry Computer Software
Experience
Invoca July 2014 - Present
Invoca November 2013 - July 2014
FindTheBest March 2013 - October 2013
Merrill Lynch March 2012 - March 2013
United States Senate July 2011 - September 2011
The Fund for Peace January 2011 - May 2011
Skills
Project Management, International Relations, Research, Press Releases, Policy Analysis, Social Media, Political Science, Fundraising, Strategic Planning, Public Policy, Public Relations, Strategic Communications, Leadership, Policy, Politics, International..., Social Networking, Market Research, Entrepreneurship, Quantitative Research, Program Management, Event Management, Communication, Teamwork, Data Analysis, Business Development, Management, Salesforce.com, Marketing
Education
American University 2011 — 2011
School of International Service
Santa Clara University 2006 — 2010
BS/BA, Political Science/History
Syracuse University in Florence 2008 — 2008
Invoca July 2014 - Present
Invoca November 2013 - July 2014
FindTheBest March 2013 - October 2013
Merrill Lynch March 2012 - March 2013
United States Senate July 2011 - September 2011
The Fund for Peace January 2011 - May 2011
Skills
Project Management, International Relations, Research, Press Releases, Policy Analysis, Social Media, Political Science, Fundraising, Strategic Planning, Public Policy, Public Relations, Strategic Communications, Leadership, Policy, Politics, International..., Social Networking, Market Research, Entrepreneurship, Quantitative Research, Program Management, Event Management, Communication, Teamwork, Data Analysis, Business Development, Management, Salesforce.com, Marketing
Education
American University 2011 — 2011
School of International Service
Santa Clara University 2006 — 2010
BS/BA, Political Science/History
Syracuse University in Florence 2008 — 2008
Denis Shovkoplyas Denis Shovkoplyas's Merrill Lynch Experience March 2010 - May 2011
Job Executive Director
Industry Financial Services
Experience
J.P. Morgan, Global Wealth Management August 2013 - Present
UBS May 2011 - May 2013
Merrill Lynch March 2010 - May 2011
VTB Capital July 2008 - March 2009
Merrill Lynch April 2006 - July 2008
Merrill Lynch Investment Managers October 2004 - April 2006
Merrill Lynch Investment Managers July 2002 - September 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
American International College 1998 — 2002
BSBA
J.P. Morgan, Global Wealth Management August 2013 - Present
UBS May 2011 - May 2013
Merrill Lynch March 2010 - May 2011
VTB Capital July 2008 - March 2009
Merrill Lynch April 2006 - July 2008
Merrill Lynch Investment Managers October 2004 - April 2006
Merrill Lynch Investment Managers July 2002 - September 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
American International College 1998 — 2002
BSBA
Robert Horn Robert Horn's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Hilton Worldwide June 2013 - November 2014
Hilton Worldwide June 2012 - August 2012
Cystic Fibrosis Foundation July 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, VBA
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance
Hilton Worldwide June 2013 - November 2014
Hilton Worldwide June 2012 - August 2012
Cystic Fibrosis Foundation July 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, VBA
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance
Andrew Pfluger Andrew Pfluger's Merrill Lynch Experience February 2010 - April 2010
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service May 2013 - Present
MIT Enterprise Forum of NYC September 2011 - Present
Moody's Corporation April 2012 - May 2013
Moody's Analytics October 2011 - March 2012
The Office of Mayor Charlotte Ramsay of Canton,NY August 2009 - May 2011
Custom Essence June 2009 - August 2010
Merrill Lynch February 2010 - April 2010
Skills
Stata, Quantitative Analytics, Management Consulting, Program Management, Corporate Communications, Research, French, Risk Management, Analysis, Leadership, Entrepreneurship, Governmental Affairs, Marketing, Economics, Social Media, Marketing Strategy, Training, Finance, Analytics, Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Financial Modeling
Education
Saint Lawrence University 2007 — 2011
BA, Economics Major, Chemistry Minor
American University 2010 — 2010
International Business and Trade Program
Moody's Investors Service May 2013 - Present
MIT Enterprise Forum of NYC September 2011 - Present
Moody's Corporation April 2012 - May 2013
Moody's Analytics October 2011 - March 2012
The Office of Mayor Charlotte Ramsay of Canton,NY August 2009 - May 2011
Custom Essence June 2009 - August 2010
Merrill Lynch February 2010 - April 2010
Skills
Stata, Quantitative Analytics, Management Consulting, Program Management, Corporate Communications, Research, French, Risk Management, Analysis, Leadership, Entrepreneurship, Governmental Affairs, Marketing, Economics, Social Media, Marketing Strategy, Training, Finance, Analytics, Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Financial Modeling
Education
Saint Lawrence University 2007 — 2011
BA, Economics Major, Chemistry Minor
American University 2010 — 2010
International Business and Trade Program
Roberta Croll Roberta Croll's Merrill Lynch Experience February 1992 - May 1992
Job Digital Marketing Manager
Industry Marketing and Advertising
Experience
Little River United Church of Christ June 2015 - Present
Graduate School USA April 2009 - June 2015
Graduate School USA February 2006 - April 2009
Graduate School USA July 1999 - February 2006
Arlington Public Schools, REEP 2001 - 2004
World Teach December 1994 - July 1999
University of Illinois at Chicago, Department of Occupational Therapy February 1993 - November 1994
Youth For Understanding USA (YFU) October 1992 - February 1993
Merrill Lynch February 1992 - May 1992
Skills
Event Planning, Program Management, Social Media, Analysis, Strategic Planning, Research, E-Learning, Non-profits, Nonprofits, Project Management, Social Media Marketing, Public Relations, Team Building, Government, Social Networking, Higher Education, Public Speaking, Teaching
Education
American University 1987 — 1991
BSBA, International Business, Marketing
Little River United Church of Christ June 2015 - Present
Graduate School USA April 2009 - June 2015
Graduate School USA February 2006 - April 2009
Graduate School USA July 1999 - February 2006
Arlington Public Schools, REEP 2001 - 2004
World Teach December 1994 - July 1999
University of Illinois at Chicago, Department of Occupational Therapy February 1993 - November 1994
Youth For Understanding USA (YFU) October 1992 - February 1993
Merrill Lynch February 1992 - May 1992
Skills
Event Planning, Program Management, Social Media, Analysis, Strategic Planning, Research, E-Learning, Non-profits, Nonprofits, Project Management, Social Media Marketing, Public Relations, Team Building, Government, Social Networking, Higher Education, Public Speaking, Teaching
Education
American University 1987 — 1991
BSBA, International Business, Marketing
Ghazi Saad's Merrill Lynch Experience September 2013 - June 2015
Job Associate, Enterprise Client Coverage
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch September 2013 - June 2015
HSBC March 2013 - August 2013
Deutsche Bank July 2012 - September 2012
Creed Capital August 2010 - December 2010
BLC Bank July 2008 - September 2008
Skills
Corporate Finance, Business Strategy, Teamwork, Financial Analysis, English, Market Research, Team Leadership, Valuation, Banking, Negotiation, Financial Modeling, French, Strategic Planning, Economics, Investment Banking, Analysis, Investments, Project Management, Strategy, PowerPoint, Finance, Management
Education
IE Business School 2010 — 2011
Masters, International Business and Finance
American University of Beirut 2006 — 2010
Bachelors, Political Science & Public Administration
Colleg Louise Wegman- Lebanon Beirut 1990 — 2006
French&Lebanese Baccalaureate, Economics and Literature
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch September 2013 - June 2015
HSBC March 2013 - August 2013
Deutsche Bank July 2012 - September 2012
Creed Capital August 2010 - December 2010
BLC Bank July 2008 - September 2008
Skills
Corporate Finance, Business Strategy, Teamwork, Financial Analysis, English, Market Research, Team Leadership, Valuation, Banking, Negotiation, Financial Modeling, French, Strategic Planning, Economics, Investment Banking, Analysis, Investments, Project Management, Strategy, PowerPoint, Finance, Management
Education
IE Business School 2010 — 2011
Masters, International Business and Finance
American University of Beirut 2006 — 2010
Bachelors, Political Science & Public Administration
Colleg Louise Wegman- Lebanon Beirut 1990 — 2006
French&Lebanese Baccalaureate, Economics and Literature
Scott Preston Brown ✔'s Merrill Lynch Experience January 2006 - September 2006
Job Working Capital Lender | Factoring | Purchase Order Finance | Cash Flow | Accounts Receivable | Leasing | (770) 8809208
Industry Financial Services
Experience
Midland American Capital February 2012 - Present
National Funding Association - NFA November 2009 - June 2013
Allegiant Business Finance June 2011 - February 2012
Charter Capital February 2009 - June 2011
National Funding Association - NFA June 2009 - December 2009
Presidential Financial October 2006 - November 2008
Merrill Lynch January 2006 - September 2006
PE Firm May 2004 - August 2005
ServiceMaster August 2001 - April 2004
Progreen February 1992 - March 2001
Skills
Factoring, Purchase Order Finance, Small Business Lending, Accounts Receivable, A/R Lending, Factors, Service Company Finance, Payroll Funding, Publishing Finance, Technology Finance, Distributor Finance, Cash Flow Lending, Staffing Finance, Landscape Finance, Logistics Finance, Accounts Receivable..., IT Finance, Working Capital Finance, Trade Finance, Consulting Finance, Purchase Orders, Asset Based Lending, Purchase Order Financing, Import Finance, Export Finance, Working Capital..., Business Lending, Finance, Loans, Cash Flow, Manufacturing Finance, Lines Of Credit, Business Strategy, Working Capital Control, Sales Management, Private Banking, Structured Finance, Commercial Lending, Investment Banking, Banking, Commercial Banking, Public Speaking, Financial Education, Presentations, Crowdfunding, Group Training, Public Lectures, Guest Lecturing, Lecturing, Guest Speaker
Education
Auburn University, College of Business 2010 — 2012
MBA, Business & Finance
American InterContinental University 2002 — 2005
B.A., Accounting & Finance
Riverside Military Academy 1989 — 1992
HS, Collegiate
Habersham Central 1989 — 1989
HS, HS
Midland American Capital February 2012 - Present
National Funding Association - NFA November 2009 - June 2013
Allegiant Business Finance June 2011 - February 2012
Charter Capital February 2009 - June 2011
National Funding Association - NFA June 2009 - December 2009
Presidential Financial October 2006 - November 2008
Merrill Lynch January 2006 - September 2006
PE Firm May 2004 - August 2005
ServiceMaster August 2001 - April 2004
Progreen February 1992 - March 2001
Skills
Factoring, Purchase Order Finance, Small Business Lending, Accounts Receivable, A/R Lending, Factors, Service Company Finance, Payroll Funding, Publishing Finance, Technology Finance, Distributor Finance, Cash Flow Lending, Staffing Finance, Landscape Finance, Logistics Finance, Accounts Receivable..., IT Finance, Working Capital Finance, Trade Finance, Consulting Finance, Purchase Orders, Asset Based Lending, Purchase Order Financing, Import Finance, Export Finance, Working Capital..., Business Lending, Finance, Loans, Cash Flow, Manufacturing Finance, Lines Of Credit, Business Strategy, Working Capital Control, Sales Management, Private Banking, Structured Finance, Commercial Lending, Investment Banking, Banking, Commercial Banking, Public Speaking, Financial Education, Presentations, Crowdfunding, Group Training, Public Lectures, Guest Lecturing, Lecturing, Guest Speaker
Education
Auburn University, College of Business 2010 — 2012
MBA, Business & Finance
American InterContinental University 2002 — 2005
B.A., Accounting & Finance
Riverside Military Academy 1989 — 1992
HS, Collegiate
Habersham Central 1989 — 1989
HS, HS
Andrew Baer Andrew Baer's Merrill Lynch Experience May 2000 - February 2005
Job Manager Vendor Management Organization at Nordstrom
Industry Banking
Experience
Nordstrom February 2015 - Present
Nordstrom January 2014 - January 2015
Russell Investments December 2012 - October 2013
T-Mobile December 2008 - January 2013
WaMu August 2007 - December 2008
UBS March 2005 - July 2007
Merrill Lynch May 2000 - February 2005
Levine, Blaszak, Block & Boothby, LLP February 1996 - April 2000
Democratic National Committee 1988 - 1989
Skills
Contract Negotiation, Cross-functional Team..., Vendor Management, Telecommunications, Strategic Sourcing, Contract Management, Negotiation, RFP, Process Improvement, Strategy, Procurement, Outsourcing, Management, Data Center, Change Management, Leadership, Analysis, Contract Negotiations, Due Diligence, Sla, Wireless, Business Analysis, Strategic Partnerships, Cost Analysis, Integration, Networking, Executive Management, Issue Advocacy, Public Policy Research, Global Sourcing, Cost Benefit, Operations Management, Sourcing, Supply Management, Business Process..., Mergers & Acquisitions, Risk Management, Finance, Policy, Governance, Team Leadership, Project Planning, Cost Reduction
Education
University of Washington 2011 — 2013
Masters of Public Administration
Georgetown University 1995 — 1995
Paralegal Certificate, Paralegal
American University 1982 — 1987
BA, Religion
Nordstrom February 2015 - Present
Nordstrom January 2014 - January 2015
Russell Investments December 2012 - October 2013
T-Mobile December 2008 - January 2013
WaMu August 2007 - December 2008
UBS March 2005 - July 2007
Merrill Lynch May 2000 - February 2005
Levine, Blaszak, Block & Boothby, LLP February 1996 - April 2000
Democratic National Committee 1988 - 1989
Skills
Contract Negotiation, Cross-functional Team..., Vendor Management, Telecommunications, Strategic Sourcing, Contract Management, Negotiation, RFP, Process Improvement, Strategy, Procurement, Outsourcing, Management, Data Center, Change Management, Leadership, Analysis, Contract Negotiations, Due Diligence, Sla, Wireless, Business Analysis, Strategic Partnerships, Cost Analysis, Integration, Networking, Executive Management, Issue Advocacy, Public Policy Research, Global Sourcing, Cost Benefit, Operations Management, Sourcing, Supply Management, Business Process..., Mergers & Acquisitions, Risk Management, Finance, Policy, Governance, Team Leadership, Project Planning, Cost Reduction
Education
University of Washington 2011 — 2013
Masters of Public Administration
Georgetown University 1995 — 1995
Paralegal Certificate, Paralegal
American University 1982 — 1987
BA, Religion
Wael Ayache Wael Ayache's Merrill Lynch Experience March 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch June 2012 - July 2013
Interaudi Bank August 2010 - August 2010
HSBC August 2009 - September 2009
Skills
Wealth Management, Investment Strategies, Portfolio Management, Asset Allocation, Dynamic Asset Allocation, Portfolio Optimization, Enterprise Risk..., Credit Risk, Quantitative Finance, Statistics, Economics, Econometrics, Investments, Finance, Investment Management, Structured Products, Financial Analysis, Financial Markets, Capital Markets
Education
Columbia University in the City of New York 2011 — 2012
Master of Science, Financial Engineering
American University of Beirut 2008 — 2011
Bachelor of Arts, Economics, Minor in Mathematics
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch June 2012 - July 2013
Interaudi Bank August 2010 - August 2010
HSBC August 2009 - September 2009
Skills
Wealth Management, Investment Strategies, Portfolio Management, Asset Allocation, Dynamic Asset Allocation, Portfolio Optimization, Enterprise Risk..., Credit Risk, Quantitative Finance, Statistics, Economics, Econometrics, Investments, Finance, Investment Management, Structured Products, Financial Analysis, Financial Markets, Capital Markets
Education
Columbia University in the City of New York 2011 — 2012
Master of Science, Financial Engineering
American University of Beirut 2008 — 2011
Bachelor of Arts, Economics, Minor in Mathematics
Matt Sedigh Matt Sedigh's Merrill Lynch Experience September 2005 - July 2007
Job Director at Conway MacKenzie
Industry Financial Services
Experience
Conway MacKenzie, Inc. May 2013 - Present
Avant Advisory Group November 2012 - May 2013
XRoads Solutions Group September 2007 - October 2012
Merrill Lynch September 2005 - July 2007
Morrison & Foerster LLP May 2004 - August 2005
Wet Seal, Inc July 2001 - December 2002
Education
American University
Bachelor of Science (BS), Finance, General
Laguna Hills High School
Conway MacKenzie, Inc. May 2013 - Present
Avant Advisory Group November 2012 - May 2013
XRoads Solutions Group September 2007 - October 2012
Merrill Lynch September 2005 - July 2007
Morrison & Foerster LLP May 2004 - August 2005
Wet Seal, Inc July 2001 - December 2002
Education
American University
Bachelor of Science (BS), Finance, General
Laguna Hills High School
Alex Finkielsztein Alex Finkielsztein's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at Gessam Associates
Industry Financial Services
Experience
Gessam Associates May 2015 - Present
BAE Systems June 2014 - November 2014
Merrill Lynch June 2013 - August 2013
BV Investment Partners May 2013 - May 2013
DHgate.com August 2012 - November 2012
Northwestern Mutual May 2012 - August 2012
Massachusetts Office of Business Development May 2011 - August 2011
Skills
Finance, Research, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Accounting, Capital IQ, Equity Valuation, Public Speaking, Analysis, Hyperion Planning, Cognos, Deltek
Education
American University - Kogod School of Business 2010 — 2014
Bachelor's Degree
Peking University 2012 — 2012
Bachelor of Science (B.S.), International Finance
Gessam Associates May 2015 - Present
BAE Systems June 2014 - November 2014
Merrill Lynch June 2013 - August 2013
BV Investment Partners May 2013 - May 2013
DHgate.com August 2012 - November 2012
Northwestern Mutual May 2012 - August 2012
Massachusetts Office of Business Development May 2011 - August 2011
Skills
Finance, Research, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Accounting, Capital IQ, Equity Valuation, Public Speaking, Analysis, Hyperion Planning, Cognos, Deltek
Education
American University - Kogod School of Business 2010 — 2014
Bachelor's Degree
Peking University 2012 — 2012
Bachelor of Science (B.S.), International Finance
Ivana Moreno-Valle Ivana Moreno-Valle's Merrill Lynch Experience September 2010 - December 2010
Job Actress \ Business Student
Industry Entertainment
Experience
Two Hands Production October 2014 - December 2014
American Academy of Dramatic Arts August 2013 - August 2013
The Stella Adler Studio of Acting October 2010 - December 2010
Merrill Lynch September 2010 - December 2010
Skills
Multilingual, Microsoft Office, Public Speaking, Organizational Behavior, Multi Tasking, Event Planning, Acting, Uniform Combined State..., Structured Products, Structured Finance, Alternative Investments, Financial Structuring, Latin America, FX Options, Investment Advisory, Microsoft Word, Social Media, Microsoft Excel, Social Networking, Entrepreneurship, Business Strategy, Public Relations, Teamwork, Leadership, Social Media Marketing, Strategic Planning, Management
Education
Boston University 2010 — 2014
Bachelors Degree, Business Administration with a concentration in LAW
Institute Le Rosey 2007 — 2010
High School
American Academy of Dramatic Arts-Los Angeles
Intensive Course, Acting
Anthony Meindl's Acting Workshop
Acting
CM acting studio
Improv and On camera scene study, Acting
Ivana Chubbuck Studio of Acting
Acting
Stella Adler Studio of Acting
Acting
Two Hands Production October 2014 - December 2014
American Academy of Dramatic Arts August 2013 - August 2013
The Stella Adler Studio of Acting October 2010 - December 2010
Merrill Lynch September 2010 - December 2010
Skills
Multilingual, Microsoft Office, Public Speaking, Organizational Behavior, Multi Tasking, Event Planning, Acting, Uniform Combined State..., Structured Products, Structured Finance, Alternative Investments, Financial Structuring, Latin America, FX Options, Investment Advisory, Microsoft Word, Social Media, Microsoft Excel, Social Networking, Entrepreneurship, Business Strategy, Public Relations, Teamwork, Leadership, Social Media Marketing, Strategic Planning, Management
Education
Boston University 2010 — 2014
Bachelors Degree, Business Administration with a concentration in LAW
Institute Le Rosey 2007 — 2010
High School
American Academy of Dramatic Arts-Los Angeles
Intensive Course, Acting
Anthony Meindl's Acting Workshop
Acting
CM acting studio
Improv and On camera scene study, Acting
Ivana Chubbuck Studio of Acting
Acting
Stella Adler Studio of Acting
Acting
lisa stellato lisa stellato's Merrill Lynch Experience June 1984 - May 1991
Job Certified Shorthand Reporter//Star Stylist at Stella & Dot
Industry Legal Services
Experience
Stella & Dot October 2012 - Present
Silver Reporting Services, Inc. October 1992 - Present
Strehlow & Associates, Inc. March 2010 - 2012
Merrill Lynch June 1984 - May 1991
Skills
Depositions, Court Reporting, Videotape de bene esse..., arbitrations, Courts, Civil Litigation, Medical Malpractice, Personal Injury, Arbitration, Litigation Support, Trials, Hearings, Transcription, Expert Witness, Proofreading, Daily Copy, Fashion, Network Marketing, Editing, Transcripts, Legal Assistance, Commercial Litigation, Litigation, Marketing, Public Speaking, Team Building, Sales, Social Networking, Notary Public, Customer Service
Education
American Intercontinental University 2009 — 2011
AABA, Business Administration
Cittone Institute 1989 — 1991
Certification, Court Stenography
Stella & Dot October 2012 - Present
Silver Reporting Services, Inc. October 1992 - Present
Strehlow & Associates, Inc. March 2010 - 2012
Merrill Lynch June 1984 - May 1991
Skills
Depositions, Court Reporting, Videotape de bene esse..., arbitrations, Courts, Civil Litigation, Medical Malpractice, Personal Injury, Arbitration, Litigation Support, Trials, Hearings, Transcription, Expert Witness, Proofreading, Daily Copy, Fashion, Network Marketing, Editing, Transcripts, Legal Assistance, Commercial Litigation, Litigation, Marketing, Public Speaking, Team Building, Sales, Social Networking, Notary Public, Customer Service
Education
American Intercontinental University 2009 — 2011
AABA, Business Administration
Cittone Institute 1989 — 1991
Certification, Court Stenography
Sami Boustany Sami Boustany's Merrill Lynch Experience June 2001 - September 2001
Job Vice President Global Wealth Management Capital Market Analyst
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Morgan Stanley June 2005 - December 2007
NYU Opportunity programs July 2004 - May 2005
NYU faculty of Economics January 2004 - May 2005
Electricity Ministry of Lebanon June 2003 - September 2003
Lebanese Central Bank June 2002 - September 2002
Merrill Lynch June 2001 - September 2001
Skills
Fixed Income, Series 7, Financial Modeling, Investments, Portfolio Management, Investment Banking, Valuation, Wealth Management, Financial Analysis, Capital Markets, Securities, Asset Management, Due Diligence, Banking, Finance
Education
New York University 2003 — 2005
M.A, Economics, 3.76
American University of Beirut 2000 — 2003
B.A, Economics, 3.7
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Morgan Stanley June 2005 - December 2007
NYU Opportunity programs July 2004 - May 2005
NYU faculty of Economics January 2004 - May 2005
Electricity Ministry of Lebanon June 2003 - September 2003
Lebanese Central Bank June 2002 - September 2002
Merrill Lynch June 2001 - September 2001
Skills
Fixed Income, Series 7, Financial Modeling, Investments, Portfolio Management, Investment Banking, Valuation, Wealth Management, Financial Analysis, Capital Markets, Securities, Asset Management, Due Diligence, Banking, Finance
Education
New York University 2003 — 2005
M.A, Economics, 3.76
American University of Beirut 2000 — 2003
B.A, Economics, 3.7
David Dedeyan's Merrill Lynch Experience June 2014 - August 2014
Job Global Macro Analyst at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Booz & Company September 2009 - July 2013
Booz & Company July 2008 - August 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Concentrations in Analytic Finance & Accounting
American University of Beirut 2005 — 2009
BE, Electrical and Computer Engineering
Balyasny Asset Management L.P. June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Booz & Company September 2009 - July 2013
Booz & Company July 2008 - August 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Concentrations in Analytic Finance & Accounting
American University of Beirut 2005 — 2009
BE, Electrical and Computer Engineering
Deborah Gerancon Deborah Gerancon's Merrill Lynch Experience January 2007 - May 2007
Job Agent at Financial Education Services
Industry Marketing and Advertising
Experience
Financial Education Services September 2015 - Present
Staywell in Alliance with the American Redcross May 2007 - June 2009
Merrill Lynch January 2007 - May 2007
ERA Besmatch Real Estate November 2005 - July 2006
Reinhard-Madison Approach May 2003 - July 2006
Profiles Placement: The Baltimore Area Visitors and Convention Center May 2003 - November 2003
The Dannon Company & Dannon Institute August 2000 - November 2002
F. Schumacher & Co. July 1999 - August 2000
DK Publishing Inc. May 1996 - September 1998
Skills
Building Relationships, Social Media, BPCS, Facebook, Microsoft Office, Customer Relations, Databases, Excel, Online Marketing, Social Networking, Event Management, AS400, YouTube, Social Media Marketing, Word, Promotions, Email Marketing, Outlook, Writing, Customer Service, Newsletters, Marketing, Management, Leadership, Sales, Marketing Communications
Education
American InterContinental University 2013 — 2014
Masters of Information Technology, Specialization in Project Management, 3,2
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelors of Arts, Mass Communications
Financial Education Services September 2015 - Present
Staywell in Alliance with the American Redcross May 2007 - June 2009
Merrill Lynch January 2007 - May 2007
ERA Besmatch Real Estate November 2005 - July 2006
Reinhard-Madison Approach May 2003 - July 2006
Profiles Placement: The Baltimore Area Visitors and Convention Center May 2003 - November 2003
The Dannon Company & Dannon Institute August 2000 - November 2002
F. Schumacher & Co. July 1999 - August 2000
DK Publishing Inc. May 1996 - September 1998
Skills
Building Relationships, Social Media, BPCS, Facebook, Microsoft Office, Customer Relations, Databases, Excel, Online Marketing, Social Networking, Event Management, AS400, YouTube, Social Media Marketing, Word, Promotions, Email Marketing, Outlook, Writing, Customer Service, Newsletters, Marketing, Management, Leadership, Sales, Marketing Communications
Education
American InterContinental University 2013 — 2014
Masters of Information Technology, Specialization in Project Management, 3,2
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelors of Arts, Mass Communications
Daniel Sharon's Merrill Lynch Experience September 2012 - Present
Job Merrill Lynch, Bank of America Wealth Management
Industry Banking
Experience
Merrill Lynch September 2012 - Present
Skills
Banking, Investments, Credit, Series 7, Bloomberg, Portfolio Management, Series 63, Equities, Customer-focused, Fixed Income, Hedge Funds, Humor, Securities, Wealth Management, Finance, Asset Management, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Derivatives, Loans, Management, Event Management
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), International Business
Merrill Lynch September 2012 - Present
Skills
Banking, Investments, Credit, Series 7, Bloomberg, Portfolio Management, Series 63, Equities, Customer-focused, Fixed Income, Hedge Funds, Humor, Securities, Wealth Management, Finance, Asset Management, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Derivatives, Loans, Management, Event Management
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), International Business
ABED ELREDA ABED ELREDA's Merrill Lynch Experience September 2008 - January 2009
Job Crown Tax Inc
Industry Accounting
Experience
Crown Tax Inc January 2008 - Present
Stuart A Ditsky CPA PC January 2015 - June 2015
Merrill Lynch September 2008 - January 2009
Sign In Inc. January 2001 - August 2008
Skills
Accounting, QuickBooks, Income Tax, Budgets, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office, Tax Accounting, Financial Statements, Tax, Small Business, Financial Planners, Account Reconciliation, Accounts Payable, Payroll, Tax Returns, Recruiting, Financial Reporting, Financial Analysis, Finance, Tax Preparation
Education
City University of New York-Queens College 2005 — 2008
BA, ECONOMICS/ACCOUNTING
American InterContinental University 2004 — 2005
Associate of Arts (AA), Business Administration and Management, General
Crown Tax Inc January 2008 - Present
Stuart A Ditsky CPA PC January 2015 - June 2015
Merrill Lynch September 2008 - January 2009
Sign In Inc. January 2001 - August 2008
Skills
Accounting, QuickBooks, Income Tax, Budgets, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office, Tax Accounting, Financial Statements, Tax, Small Business, Financial Planners, Account Reconciliation, Accounts Payable, Payroll, Tax Returns, Recruiting, Financial Reporting, Financial Analysis, Finance, Tax Preparation
Education
City University of New York-Queens College 2005 — 2008
BA, ECONOMICS/ACCOUNTING
American InterContinental University 2004 — 2005
Associate of Arts (AA), Business Administration and Management, General
Dan Cavise Dan Cavise's Merrill Lynch Experience December 2006 - January 2008
Job Wealth Manager at First Allied Securities, Inc.
Industry Investment Management
Experience
First Allied Securities, Inc. September 2015 - Present
Gateway Investments LLC January 2008 - August 2015
Merrill Lynch December 2006 - January 2008
Skills
Investment Advisory, Retirement Planning, Investments, Series 7, Wealth Management, Asset Allocation, Bloomberg, Estate Planning, Securities, Series 63, Mutual Funds, Equities, Investment Strategies, Retirement, Fixed Annuities, Strategic Financial..., Fixed Income, Financial Analysis, Alternative Investments, Portfolio Management, Financial Markets, Financial Modeling, Options, Finance
Education
American University 2000 — 2004
BA, Finance and Public Communication
First Allied Securities, Inc. September 2015 - Present
Gateway Investments LLC January 2008 - August 2015
Merrill Lynch December 2006 - January 2008
Skills
Investment Advisory, Retirement Planning, Investments, Series 7, Wealth Management, Asset Allocation, Bloomberg, Estate Planning, Securities, Series 63, Mutual Funds, Equities, Investment Strategies, Retirement, Fixed Annuities, Strategic Financial..., Fixed Income, Financial Analysis, Alternative Investments, Portfolio Management, Financial Markets, Financial Modeling, Options, Finance
Education
American University 2000 — 2004
BA, Finance and Public Communication
Megan A. McGregor Megan A. McGregor's Merrill Lynch Experience September 2006 - June 2012
Job
Industry Gambling & Casinos
Experience
SunGard Financial Systems June 2012 - February 2015
Merrill Lynch September 2006 - June 2012
Futures Industry Association 1999 - 2005
Skills
Research, Marketing, Gaming Industry, Tribal Gaming, Gaming Law, Marketing Communications, Strategic Content..., Content Strategy, Technical Writing, White Papers, Content Management, Content Marketing, Product Marketing, Corporate Blogging, Magazine Articles, Press Releases, Financial Services, Series 7, Trading, Salesforce.com, Business Analysis
Education
American University
BA
University of Economics, Prague
SunGard Financial Systems June 2012 - February 2015
Merrill Lynch September 2006 - June 2012
Futures Industry Association 1999 - 2005
Skills
Research, Marketing, Gaming Industry, Tribal Gaming, Gaming Law, Marketing Communications, Strategic Content..., Content Strategy, Technical Writing, White Papers, Content Management, Content Marketing, Product Marketing, Corporate Blogging, Magazine Articles, Press Releases, Financial Services, Series 7, Trading, Salesforce.com, Business Analysis
Education
American University
BA
University of Economics, Prague
James Platzer James Platzer's Merrill Lynch Experience 1996 - 1999
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Mary Gagne's Merrill Lynch Experience August 2003 - January 2004
Job IT Project Manager at American Tower
Industry Commercial Real Estate
Experience
American Tower September 2014 - Present
American Tower May 2012 - Present
NAI Norwood Group July 2009 - June 2012
Thomas Properties Group July 2007 - July 2009
PREIT January 2007 - July 2007
Public Private Venture September 2006 - December 2006
Edward Jones October 2004 - August 2006
Souhegan Valley Chamber of Commerce 2004 - 2006
Merrill Lynch August 2003 - January 2004
American University 2000 - 2003
Skills
Strategic Planning, Project Management, Management, Budgets, Nonprofits, Event Planning, General Ledger, Accounting, CRM, Real Estate, Fundraising, Finance, Negotiation, Proposal Writing, Time Management, Networking, Financial Analysis, Community Outreach, Microsoft Excel, Customer Service
Education
La Salle University 2007 — 2008
Certificate, Non Profit Management
University of Pennsylvania 2007 — 2008
Certificate, Public Finance
American University 2000 — 2004
B.S, Business Management
Souhegan High School
University of New Hampshire-Manchester
American Tower September 2014 - Present
American Tower May 2012 - Present
NAI Norwood Group July 2009 - June 2012
Thomas Properties Group July 2007 - July 2009
PREIT January 2007 - July 2007
Public Private Venture September 2006 - December 2006
Edward Jones October 2004 - August 2006
Souhegan Valley Chamber of Commerce 2004 - 2006
Merrill Lynch August 2003 - January 2004
American University 2000 - 2003
Skills
Strategic Planning, Project Management, Management, Budgets, Nonprofits, Event Planning, General Ledger, Accounting, CRM, Real Estate, Fundraising, Finance, Negotiation, Proposal Writing, Time Management, Networking, Financial Analysis, Community Outreach, Microsoft Excel, Customer Service
Education
La Salle University 2007 — 2008
Certificate, Non Profit Management
University of Pennsylvania 2007 — 2008
Certificate, Public Finance
American University 2000 — 2004
B.S, Business Management
Souhegan High School
University of New Hampshire-Manchester
Scott Daniel-Haynes's Merrill Lynch Experience 2013 - September 2014
Job IT Systems & Security Analyst
Industry Information Technology and Services
Experience
Canaccord Genuity Group Inc. March 2015 - Present
Daniel-Haynes, LLC August 2011 - Present
Merrill Lynch 2013 - September 2014
Bank of America Merrill Lynch March 2013 - August 2013
Coldwell Banker Real Estate February 2011 - 2013
Schick by Sirona 2009 - 2011
US Power Generating Company 2007 - 2009
US Navy 2003 - 2007
US Navy 2003 - 2007
Skills
Network Security, IT Operations, IT Management, IT Strategy, Military Experience, Business, Troubleshooting, Security, Government, Web Design, Web Development, Networking, IT Security Policies, Technology, Military Operations, Entrepreneurship, Graphic Design, Graphics, Web Hosting, Active Directory, Technical Support, Microsoft Exchange, Project Management, IT Project & Program..., IT Solutions, Wireless Networking, Free Energy
Education
American College of Technology 2009 — 2012
Bachelors in Information Technology & Network Enginering, Computer Science
Canaccord Genuity Group Inc. March 2015 - Present
Daniel-Haynes, LLC August 2011 - Present
Merrill Lynch 2013 - September 2014
Bank of America Merrill Lynch March 2013 - August 2013
Coldwell Banker Real Estate February 2011 - 2013
Schick by Sirona 2009 - 2011
US Power Generating Company 2007 - 2009
US Navy 2003 - 2007
US Navy 2003 - 2007
Skills
Network Security, IT Operations, IT Management, IT Strategy, Military Experience, Business, Troubleshooting, Security, Government, Web Design, Web Development, Networking, IT Security Policies, Technology, Military Operations, Entrepreneurship, Graphic Design, Graphics, Web Hosting, Active Directory, Technical Support, Microsoft Exchange, Project Management, IT Project & Program..., IT Solutions, Wireless Networking, Free Energy
Education
American College of Technology 2009 — 2012
Bachelors in Information Technology & Network Enginering, Computer Science
Melinda Wise Melinda Wise's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor, The Meisner Group
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Maryland Public Television May 2012 - December 2014
Sinclair Broadcast Group May 2009 - May 2012
Sinclair Broadcast Group July 2007 - May 2009
Skills
Broadcast, Broadcast Journalism, ENPS, News Writing, Breaking News, Broadcast Television, Television, Video Production, Editing, Avid, Journalism, Media Relations, Radio, Media Production, Press Releases, Storytelling, New Media, Digital Media, Post Production, Final Cut Pro, Video Editing, Video, Avid Newscutter, Financial Advisory, General Securities..., Wealth Management, Investment Management, Retirement Planning, Financial Goals, Mortgage Lending, ETFs, Stocks, Bonds, Mutual Funds, Financial Planning, Trust Services, Portfolio Management, Investment Strategies, Asset Allocation, Investment Portfolio, Saving for Education, 529 Plans, Stock Market, Alternative Investments, IRAs, Employee Stock Options
Education
American University
Bachelor's Degree, Broadcast Journalism and Kogod School of Business Marketing Minor
Centennial High School
Merrill Lynch December 2014 - Present
Maryland Public Television May 2012 - December 2014
Sinclair Broadcast Group May 2009 - May 2012
Sinclair Broadcast Group July 2007 - May 2009
Skills
Broadcast, Broadcast Journalism, ENPS, News Writing, Breaking News, Broadcast Television, Television, Video Production, Editing, Avid, Journalism, Media Relations, Radio, Media Production, Press Releases, Storytelling, New Media, Digital Media, Post Production, Final Cut Pro, Video Editing, Video, Avid Newscutter, Financial Advisory, General Securities..., Wealth Management, Investment Management, Retirement Planning, Financial Goals, Mortgage Lending, ETFs, Stocks, Bonds, Mutual Funds, Financial Planning, Trust Services, Portfolio Management, Investment Strategies, Asset Allocation, Investment Portfolio, Saving for Education, 529 Plans, Stock Market, Alternative Investments, IRAs, Employee Stock Options
Education
American University
Bachelor's Degree, Broadcast Journalism and Kogod School of Business Marketing Minor
Centennial High School
Greg Cutajar-Wynne, CPA Greg Cutajar-Wynne, CPA's Merrill Lynch Experience May 2009 - August 2009
Job Senior at Ernst & Young
Industry Accounting
Experience
EY November 2014 - Present
Dixon Hughes Goodman LLP September 2014 - October 2014
Dixon Hughes Goodman LLP January 2012 - August 2014
Dixon Hughes Goodman LLP July 2011 - August 2011
Madison Square Garden June 2010 - August 2010
Robert H. Smith School of Business 2010 - 2010
Merrill Lynch May 2009 - August 2009
Skills
GAAP, Accounting, Financial Reporting, External Audit, Internal Audit, Internal Controls, Assurance, US GAAP, Financial Accounting, Auditing, Sarbanes-Oxley Act, Microsoft Office, PowerPoint
Education
American University - Kogod School of Business 2011 — 2011
MS, Accounting
University of Maryland - Robert H. Smith School of Business 2007 — 2010
BS, Accounting
EY November 2014 - Present
Dixon Hughes Goodman LLP September 2014 - October 2014
Dixon Hughes Goodman LLP January 2012 - August 2014
Dixon Hughes Goodman LLP July 2011 - August 2011
Madison Square Garden June 2010 - August 2010
Robert H. Smith School of Business 2010 - 2010
Merrill Lynch May 2009 - August 2009
Skills
GAAP, Accounting, Financial Reporting, External Audit, Internal Audit, Internal Controls, Assurance, US GAAP, Financial Accounting, Auditing, Sarbanes-Oxley Act, Microsoft Office, PowerPoint
Education
American University - Kogod School of Business 2011 — 2011
MS, Accounting
University of Maryland - Robert H. Smith School of Business 2007 — 2010
BS, Accounting
Eric Dickerson's Merrill Lynch Experience March 2007 - March 2009
Job Eric Dickerson Finds top candidates that understand construction and BIMtechnology that support designbuild projects
Industry Staffing and Recruiting
Experience
Gulfstream Strategic Placements, LLC February 2014 - Present
CyberCoders January 2013 - October 2013
Microdesk November 2010 - January 2013
WebVisible March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Skills
Recruiting, Sales, Start-ups, Strategic Partnerships, SEO, Management, Sales Management, SEM, Business Development, Marketing, Training, CRM, New Business Development, Technical Recruiting, Salesforce.com, Cold Calling, Search Engine Ranking, Lead Generation, Financial Markets, Account Management, Sales Process, Leadership, Finance, Direct Sales, B2B, Contract Recruitment, Networking, Customer Retention, Consulting, Strategy, Selling, Sales Presentations, Sales Operations, Applicant Tracking..., Sourcing, Staffing Services, Temporary Staffing, Permanent Staffing, Corporate Recruiting, Full-life Cycle..., Social Recruiting, Financial Recruiting, Internet Recruiting, Student Recruiting, Project Management
Education
American Career College 2008 — 2008
CFP (Investments Course only, Incomplete), Banking and Financial Support Services
American Career College 2007 — 2007
CRPC, Accounting and Finance
Missouri State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Economics
Gulfstream Strategic Placements, LLC February 2014 - Present
CyberCoders January 2013 - October 2013
Microdesk November 2010 - January 2013
WebVisible March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Skills
Recruiting, Sales, Start-ups, Strategic Partnerships, SEO, Management, Sales Management, SEM, Business Development, Marketing, Training, CRM, New Business Development, Technical Recruiting, Salesforce.com, Cold Calling, Search Engine Ranking, Lead Generation, Financial Markets, Account Management, Sales Process, Leadership, Finance, Direct Sales, B2B, Contract Recruitment, Networking, Customer Retention, Consulting, Strategy, Selling, Sales Presentations, Sales Operations, Applicant Tracking..., Sourcing, Staffing Services, Temporary Staffing, Permanent Staffing, Corporate Recruiting, Full-life Cycle..., Social Recruiting, Financial Recruiting, Internet Recruiting, Student Recruiting, Project Management
Education
American Career College 2008 — 2008
CFP (Investments Course only, Incomplete), Banking and Financial Support Services
American Career College 2007 — 2007
CRPC, Accounting and Finance
Missouri State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Economics
Jared Frank's Merrill Lynch Experience April 2013 - August 2013
Job Helping Midsized Company HR Executives Drive Growth
Industry Management Consulting
Experience
CEB October 2014 - Present
Sage Financial Group May 2014 - September 2014
Merrill Lynch April 2013 - August 2013
The Omerta Group November 2012 - December 2012
Exelon May 2011 - September 2012
U.S. House of Representatives August 2011 - December 2011
Lamb McErlane PC June 2007 - August 2010
Education
American University 2010 — 2014
Bachelor of Science (BS), Business Administration (Specialization: Finance); Minor: Economics
American University London Business Internship Program 2012 — 2012
Westtown School 2004 — 2010
CEB October 2014 - Present
Sage Financial Group May 2014 - September 2014
Merrill Lynch April 2013 - August 2013
The Omerta Group November 2012 - December 2012
Exelon May 2011 - September 2012
U.S. House of Representatives August 2011 - December 2011
Lamb McErlane PC June 2007 - August 2010
Education
American University 2010 — 2014
Bachelor of Science (BS), Business Administration (Specialization: Finance); Minor: Economics
American University London Business Internship Program 2012 — 2012
Westtown School 2004 — 2010
Giovanna Hanks Giovanna Hanks's Merrill Lynch Experience July 2008 - May 2012
Job Compliance Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2012 - Present
Merrill Lynch July 2008 - May 2012
Skills
Series 7, Series 66, Salesforce, Microsoft Office, Salesforce.com, Uniform Combined State...
Education
American University 2005 — 2006
MA, Communication
Georgetown University 2000 — 2004
BA, Sociology
Bank of America Merrill Lynch May 2012 - Present
Merrill Lynch July 2008 - May 2012
Skills
Series 7, Series 66, Salesforce, Microsoft Office, Salesforce.com, Uniform Combined State...
Education
American University 2005 — 2006
MA, Communication
Georgetown University 2000 — 2004
BA, Sociology
Catherine Rosso Catherine Rosso's Merrill Lynch Experience November 2005 - June 2008
Job President at C.A.R. Consulting Inc
Industry Financial Services
Experience
car consulting Inc June 2008 - Present
Merrill Lynch November 2005 - June 2008
Painewebber/ubs 1995 - 2002
Paine Webber 1995 - 2002
Skills
Recruiting, Wealth Management, Series 7, Series 63, Coaching, Public Speaking, Business Planning
Education
American University
car consulting Inc June 2008 - Present
Merrill Lynch November 2005 - June 2008
Painewebber/ubs 1995 - 2002
Paine Webber 1995 - 2002
Skills
Recruiting, Wealth Management, Series 7, Series 63, Coaching, Public Speaking, Business Planning
Education
American University
Scott Berman Scott Berman's Merrill Lynch Experience August 1999 - December 2001
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2011 - Present
Morgan Joseph TriArtisan LLC March 2002 - June 2011
Merrill Lynch August 1999 - December 2001
Ernst & Young Corporate Finance September 1989 - August 1999
Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance & International Business
American University 1983 — 1987
BSBA, Accounting
American University - Kogod School of Business 1983 — 1987
BSBA, Accounting
KeyBanc Capital Markets June 2011 - Present
Morgan Joseph TriArtisan LLC March 2002 - June 2011
Merrill Lynch August 1999 - December 2001
Ernst & Young Corporate Finance September 1989 - August 1999
Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance & International Business
American University 1983 — 1987
BSBA, Accounting
American University - Kogod School of Business 1983 — 1987
BSBA, Accounting
Kelli Gabriel's Merrill Lynch Experience January 2000 - December 2006
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
MetLife August 2011 - October 2014
Shoemaker Financial January 2010 - September 2011
Morgan Stanley Smith Barney January 2007 - May 2009
Merrill Lynch January 2000 - December 2006
MassMutual Financial Group June 1994 - December 1999
Skills
Investments, Wealth Management, Insurance
Education
University of San Franciso 2009 — 2009
Masters Certificate, Internet Marketing
American University 1989 — 1991
BS, Accounting and Finance
The George Washington University 1987 — 1989
Bachelor of Science (BS), Accounting and Finance
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
MetLife August 2011 - October 2014
Shoemaker Financial January 2010 - September 2011
Morgan Stanley Smith Barney January 2007 - May 2009
Merrill Lynch January 2000 - December 2006
MassMutual Financial Group June 1994 - December 1999
Skills
Investments, Wealth Management, Insurance
Education
University of San Franciso 2009 — 2009
Masters Certificate, Internet Marketing
American University 1989 — 1991
BS, Accounting and Finance
The George Washington University 1987 — 1989
Bachelor of Science (BS), Accounting and Finance
Damon Zahlmann Damon Zahlmann's Merrill Lynch Experience 1998 - 2002
Job CoFounder, Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
Justin Bridges Justin Bridges's Merrill Lynch Experience June 2007 - August 2007
Job Fashion & Lifestyle Photographer
Industry Photography
Experience
Justin Bridges Photography March 2013 - Present
TuckedStyle.com September 2010 - Present
Tucked LLC July 2010 - Present
Williamson PR & Showroom July 2012 - November 2012
Saks Fifth Avenue February 2011 - June 2012
J.Crew October 2010 - January 2011
Goldman Sachs July 2008 - October 2010
Merrill Lynch June 2007 - August 2007
Morgan Stanley January 2005 - April 2007
Macy's 2005 - 2007
Skills
Digital photography, Fashion writing, Stylist, Personal Styling, Fashion, Marketing, Social Media, Digital Photography, Fashion Writing, Social Networking, Creative Direction, Management, Merchandising, Styling, Leadership, Blogging, Social Media Marketing, Retail, Licensing, Sales, Photography, Advertising, Series 7, Brand Development, Fashion Design
Education
American University 2004 — 2008
Finance, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Economics
Justin Bridges Photography March 2013 - Present
TuckedStyle.com September 2010 - Present
Tucked LLC July 2010 - Present
Williamson PR & Showroom July 2012 - November 2012
Saks Fifth Avenue February 2011 - June 2012
J.Crew October 2010 - January 2011
Goldman Sachs July 2008 - October 2010
Merrill Lynch June 2007 - August 2007
Morgan Stanley January 2005 - April 2007
Macy's 2005 - 2007
Skills
Digital photography, Fashion writing, Stylist, Personal Styling, Fashion, Marketing, Social Media, Digital Photography, Fashion Writing, Social Networking, Creative Direction, Management, Merchandising, Styling, Leadership, Blogging, Social Media Marketing, Retail, Licensing, Sales, Photography, Advertising, Series 7, Brand Development, Fashion Design
Education
American University 2004 — 2008
Finance, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Economics
Michael Brent Michael Brent's Merrill Lynch Experience September 2011 - November 2012
Job Regional Sales Consultant at Trinet
Industry Financial Services
Experience
Merrill Lynch September 2011 - November 2012
Morgan Stanley Smith Barney July 2010 - July 2011
Brent & Company September 2001 - July 2010
Solution.com July 2000 - June 2001
Systems and Computer Technology, Inc., September 1998 - July 2000
Actium October 1997 - September 1998
Stratmark Corporation May 1989 - October 1997
Xerox Corporation July 1986 - May 1989
Xerox Corporation April 1982 - July 1986
Xerox Corporation March 1979 - April 1982
Education
American University
BA, Government & Public Administration
London Business School
CFE, Executive Finance Program
Merrill Lynch September 2011 - November 2012
Morgan Stanley Smith Barney July 2010 - July 2011
Brent & Company September 2001 - July 2010
Solution.com July 2000 - June 2001
Systems and Computer Technology, Inc., September 1998 - July 2000
Actium October 1997 - September 1998
Stratmark Corporation May 1989 - October 1997
Xerox Corporation July 1986 - May 1989
Xerox Corporation April 1982 - July 1986
Xerox Corporation March 1979 - April 1982
Education
American University
BA, Government & Public Administration
London Business School
CFE, Executive Finance Program
Amanda Brooke Edwards Amanda Brooke Edwards's Merrill Lynch Experience April 2013 - December 2013
Job Actor, Singer, Playwright, and Founder of NTACTheatre
Industry Performing Arts
Experience
NTACTheatre May 2015 - Present
Greater Lewisville Community Theatre September 2014 - November 2014
UBS December 2013 - May 2014
Merrill Lynch April 2013 - December 2013
Dynatron Software September 2012 - December 2012
Texas Land and Cattle January 2012 - August 2012
The Children's Place October 2011 - March 2012
McKinney Rep Theatre 2011 - 2012
Trail Dust Steakhouse June 2011 - November 2011
Cherry Hill Photo October 2010 - May 2011
Skills
Acting, Customer Service, Microsoft Office, Musical Theatre, PowerPoint, Sales, Singing, Theatre, Facebook, Marketing, Social Media, Comedy
Education
Oklahoma City University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Acting
American Musical and Dramatic Academy 2006 — 2007
Musical Theatre
Opelika High School 2002 — 2006
NTACTheatre May 2015 - Present
Greater Lewisville Community Theatre September 2014 - November 2014
UBS December 2013 - May 2014
Merrill Lynch April 2013 - December 2013
Dynatron Software September 2012 - December 2012
Texas Land and Cattle January 2012 - August 2012
The Children's Place October 2011 - March 2012
McKinney Rep Theatre 2011 - 2012
Trail Dust Steakhouse June 2011 - November 2011
Cherry Hill Photo October 2010 - May 2011
Skills
Acting, Customer Service, Microsoft Office, Musical Theatre, PowerPoint, Sales, Singing, Theatre, Facebook, Marketing, Social Media, Comedy
Education
Oklahoma City University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Acting
American Musical and Dramatic Academy 2006 — 2007
Musical Theatre
Opelika High School 2002 — 2006
H. Clay Stanfield III H. Clay Stanfield III's Merrill Lynch Experience May 2007 - August 2007
Job Currently seeking a position which utilizes my international management education and diverse career experience.
Industry International Trade and Development
Experience
Razorfish April 2012 - May 2013
REMAX Real Estate Group September 2011 - April 2012
Ponce Realty January 2011 - September 2011
PwC August 2009 - November 2010
Business Council for International Understanding (BCIU) August 2008 - December 2008
The Walt Disney Company September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Rollins College August 2005 - May 2006
Skills
Time Management, Sellers, Microsoft Word, Referrals, Forecasting, Sales, Business Planning, Management, Risk Management, Real Estate, Marketing, Contract Negotiation, Recruiting, CRM, Microsoft Excel, Public Speaking, Human Resources, Leadership, Outlook, Investment Properties, Mortgage Lending, Social Media, Performance Management, Customer Service, Selling, Finance, Social Media Marketing, Advertising, Event Management, Creative Direction, Teamwork, Employee Training, Policy, Microsoft Office, Analysis, Training, Business Development, Market Research, Negotiation, Social Networking, Online Marketing, Strategy, Marketing Strategy, Strategic Planning, Online Advertising, Budgets, Account Management, Backpack, Adventure Education, Outdoor Adventures
Education
Rollins College 2005 — 2009
Bachelor of Arts, International Business
American University 2008 — 2009
International Business and Trade
Razorfish April 2012 - May 2013
REMAX Real Estate Group September 2011 - April 2012
Ponce Realty January 2011 - September 2011
PwC August 2009 - November 2010
Business Council for International Understanding (BCIU) August 2008 - December 2008
The Walt Disney Company September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Rollins College August 2005 - May 2006
Skills
Time Management, Sellers, Microsoft Word, Referrals, Forecasting, Sales, Business Planning, Management, Risk Management, Real Estate, Marketing, Contract Negotiation, Recruiting, CRM, Microsoft Excel, Public Speaking, Human Resources, Leadership, Outlook, Investment Properties, Mortgage Lending, Social Media, Performance Management, Customer Service, Selling, Finance, Social Media Marketing, Advertising, Event Management, Creative Direction, Teamwork, Employee Training, Policy, Microsoft Office, Analysis, Training, Business Development, Market Research, Negotiation, Social Networking, Online Marketing, Strategy, Marketing Strategy, Strategic Planning, Online Advertising, Budgets, Account Management, Backpack, Adventure Education, Outdoor Adventures
Education
Rollins College 2005 — 2009
Bachelor of Arts, International Business
American University 2008 — 2009
International Business and Trade
Damon Matthews, MBA Damon Matthews, MBA's Merrill Lynch Experience September 2005 - September 2006
Job SolutionOriented Visionary in Financial Operations
Industry Banking
Experience
ROYAL BANK OF SCOTLAND September 2008 - Present
JP MORGAN CHASE BANK July 2007 - August 2008
BNP Paribas October 2006 - July 2007
Merrill Lynch September 2005 - September 2006
GE Commercial Finance August 2004 - September 2005
Pitney Bowes August 2001 - September 2004
Skills
Portfolio Management, Investment Banking, Loans, Credit Risk, Banking, Risk Management, Credit, Operational Risk, Management, KYC, AML, Analysis, Finance, Due Diligence, Program Management, Financial Risk
Education
American InterContinental University 2002 — 2004
MBA, Marketing
American InterContinental University 2002 — 2003
MBA, Business Management
University of Bridgeport 1996 — 2001
Bachelors, Bachelors of Elective Studies
University of Bridgeport 1996 — 2000
Associate, Paralegal Studies
ROYAL BANK OF SCOTLAND September 2008 - Present
JP MORGAN CHASE BANK July 2007 - August 2008
BNP Paribas October 2006 - July 2007
Merrill Lynch September 2005 - September 2006
GE Commercial Finance August 2004 - September 2005
Pitney Bowes August 2001 - September 2004
Skills
Portfolio Management, Investment Banking, Loans, Credit Risk, Banking, Risk Management, Credit, Operational Risk, Management, KYC, AML, Analysis, Finance, Due Diligence, Program Management, Financial Risk
Education
American InterContinental University 2002 — 2004
MBA, Marketing
American InterContinental University 2002 — 2003
MBA, Business Management
University of Bridgeport 1996 — 2001
Bachelors, Bachelors of Elective Studies
University of Bridgeport 1996 — 2000
Associate, Paralegal Studies
Luis Corrales Luis Corrales's Merrill Lynch Experience January 2010 - November 2010
Job Financial Advisor at Park Avenue Securities
Industry Financial Services
Experience
First Financial Group January 2011 - Present
Merrill Lynch January 2010 - November 2010
Bank of America Merrill Lynch March 2009 - December 2009
Skills
Financial Goals, Asset Allocation, Life Insurance, Retirement Planning, Investments
Education
American University - Kogod School of Business 2007 — 2008
Bachelor of Science (B.S.), International Finance
Georgetown University - The McDonough School of Business 2007 — 2007
Business Summer Program
First Financial Group January 2011 - Present
Merrill Lynch January 2010 - November 2010
Bank of America Merrill Lynch March 2009 - December 2009
Skills
Financial Goals, Asset Allocation, Life Insurance, Retirement Planning, Investments
Education
American University - Kogod School of Business 2007 — 2008
Bachelor of Science (B.S.), International Finance
Georgetown University - The McDonough School of Business 2007 — 2007
Business Summer Program
Basima Latif Basima Latif's Merrill Lynch Experience August 2007 - December 2007
Job Financial Analyst
Industry Financial Services
Experience
HCA July 2012 - July 2014
Sahi Softtech, Inc January 2011 - July 2012
Deutsche Bank AG March 2009 - March 2010
Catholic Healthcare West February 2008 - July 2008
Merrill Lynch August 2007 - December 2007
Skills
Business Objects, SQL, Financial Modeling, Forecasting, Financial Analysis, Business Strategy, Operational Risk, Financial Risk, Leadership, Accounting, Finance, Training, Project Planning, Budgets, Analysis, Business Analysis, Microsoft Excel, Data Analysis
Education
Naresuan University 2010 — 2010
Certificate, International Business Studies in Asia
American International College 2009 — 2010
MBA, International Business Practices
Arizona State University 2003 — 2007
BA, Business
HCA July 2012 - July 2014
Sahi Softtech, Inc January 2011 - July 2012
Deutsche Bank AG March 2009 - March 2010
Catholic Healthcare West February 2008 - July 2008
Merrill Lynch August 2007 - December 2007
Skills
Business Objects, SQL, Financial Modeling, Forecasting, Financial Analysis, Business Strategy, Operational Risk, Financial Risk, Leadership, Accounting, Finance, Training, Project Planning, Budgets, Analysis, Business Analysis, Microsoft Excel, Data Analysis
Education
Naresuan University 2010 — 2010
Certificate, International Business Studies in Asia
American International College 2009 — 2010
MBA, International Business Practices
Arizona State University 2003 — 2007
BA, Business
Becca Peterson's Merrill Lynch Experience 1981 - 1984
Job Director, Consulting Services at CGI
Industry Management Consulting
Experience
CGI 2011 - Present
CGI 2004 - 2011
American Management Systems (AMS) 1996 - 2004
CoreStates Financial Corp 1989 - 1996
The Chase Manhattan Bank, N.A. 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Business Process..., Data Analysis, Program Management, Management Consulting, Business Analysis, Change Management, Financial Analysis, Business Development, Managerial Finance, PMO, Requirements Analysis, Project Management, Training, Mergers & Acquisitions, Business Strategy, Integration, Strategy, Consulting, SDLC, Forecasting, IT Strategy, Banking, Business Transformation, Financial Services, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Randolph-Macon Woman's College
Bachelor of Arts, American Studies
The College of William and Mary - The Mason School of Business
Master of Business Administration, General Management
Georgetown University
Certificate, Organization Development/Change Management
American University
Certificate, Large Scale Project Management
CGI 2011 - Present
CGI 2004 - 2011
American Management Systems (AMS) 1996 - 2004
CoreStates Financial Corp 1989 - 1996
The Chase Manhattan Bank, N.A. 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Business Process..., Data Analysis, Program Management, Management Consulting, Business Analysis, Change Management, Financial Analysis, Business Development, Managerial Finance, PMO, Requirements Analysis, Project Management, Training, Mergers & Acquisitions, Business Strategy, Integration, Strategy, Consulting, SDLC, Forecasting, IT Strategy, Banking, Business Transformation, Financial Services, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Randolph-Macon Woman's College
Bachelor of Arts, American Studies
The College of William and Mary - The Mason School of Business
Master of Business Administration, General Management
Georgetown University
Certificate, Organization Development/Change Management
American University
Certificate, Large Scale Project Management
Sarah Johnston's Merrill Lynch Experience 2002 - 2007
Job at Amazon.com
Industry Internet
Experience
Amazon November 2014 - Present
Amazon January 2014 - November 2014
Amazon April 2012 - January 2014
Russell Investments June 2011 - March 2012
Allen C. Ewing May 2007 - June 2010
Merrill Lynch 2002 - 2007
Merrill Lynch December 2004 - January 2006
Merrill Lynch February 2004 - December 2004
Skills
Problem Solving, Business Strategy, Change Management, Analysis, Team Building, Business Management, Excel, Sales Trainings, Public Speaking, Voice of the Customer, Qualitative Research, Environmental Economics, Business Process..., People Management, Microsoft Excel, Sales, Management, Leadership, Business Development, Cross-functional Team..., Finance, Mergers & Acquisitions, Customer Experience, Vendor Management, Product Management, Negotiation, Six Sigma, Coaching
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Energy & the Environment
American University 1998 — 2002
BA, Public Communication
Amazon November 2014 - Present
Amazon January 2014 - November 2014
Amazon April 2012 - January 2014
Russell Investments June 2011 - March 2012
Allen C. Ewing May 2007 - June 2010
Merrill Lynch 2002 - 2007
Merrill Lynch December 2004 - January 2006
Merrill Lynch February 2004 - December 2004
Skills
Problem Solving, Business Strategy, Change Management, Analysis, Team Building, Business Management, Excel, Sales Trainings, Public Speaking, Voice of the Customer, Qualitative Research, Environmental Economics, Business Process..., People Management, Microsoft Excel, Sales, Management, Leadership, Business Development, Cross-functional Team..., Finance, Mergers & Acquisitions, Customer Experience, Vendor Management, Product Management, Negotiation, Six Sigma, Coaching
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Energy & the Environment
American University 1998 — 2002
BA, Public Communication
Kevin M. LaRose Kevin M. LaRose's Merrill Lynch Experience August 2012 - March 2013
Job Lifestyle Health Coach
Industry Hospital & Health Care
Experience
Self Employed March 2012 - Present
Merrill Lynch August 2012 - March 2013
Sage June 2005 - August 2011
Florida Blue August 2004 - March 2005
Designer Systems, Inc August 2004 - March 2005
Florida Blue February 2002 - March 2004
Skills
Visio, SharePoint, Agile Methodologies, Quality Assurance, HIPAA, Microsoft Office, Microsoft Project, Communication Skills, Project Management, Integration, Analysis, Cross-functional Team..., Testing, Management, MS Project
Education
American InterContinental University 2003 — 2005
Associate of Arts (AABA), Business Administration, 4.0
Self Employed March 2012 - Present
Merrill Lynch August 2012 - March 2013
Sage June 2005 - August 2011
Florida Blue August 2004 - March 2005
Designer Systems, Inc August 2004 - March 2005
Florida Blue February 2002 - March 2004
Skills
Visio, SharePoint, Agile Methodologies, Quality Assurance, HIPAA, Microsoft Office, Microsoft Project, Communication Skills, Project Management, Integration, Analysis, Cross-functional Team..., Testing, Management, MS Project
Education
American InterContinental University 2003 — 2005
Associate of Arts (AABA), Business Administration, 4.0
Giancarlo M. Guerra Salvá's Merrill Lynch Experience July 2012 - August 2012
Job Web developer and aspiring games programmer
Industry Financial Services
Experience
Spotluck April 2015 - September 2015
University of Toronto August 2014 - December 2014
Rochet Business Technologies June 2013 - August 2013
GoEnnounce.com January 2013 - May 2013
American University Model United Nations June 2012 - May 2013
Merrill Lynch July 2012 - August 2012
JRM Designs May 2012 - June 2012
Latin American Youth Center October 2011 - April 2012
Skills
Office Management, Spanish, Microsoft Excel, Information Technology, Computer Hardware..., Research, JavaScript, SQL, Microsoft Access, CSS, Microsoft Office, Access, Training, Entrepreneurship, Windows, Databases
Education
American University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Colegio San Ignacio de Loyola(High School) 2008 — 2011
Spotluck April 2015 - September 2015
University of Toronto August 2014 - December 2014
Rochet Business Technologies June 2013 - August 2013
GoEnnounce.com January 2013 - May 2013
American University Model United Nations June 2012 - May 2013
Merrill Lynch July 2012 - August 2012
JRM Designs May 2012 - June 2012
Latin American Youth Center October 2011 - April 2012
Skills
Office Management, Spanish, Microsoft Excel, Information Technology, Computer Hardware..., Research, JavaScript, SQL, Microsoft Access, CSS, Microsoft Office, Access, Training, Entrepreneurship, Windows, Databases
Education
American University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Colegio San Ignacio de Loyola(High School) 2008 — 2011
Antonio Cabrera Antonio Cabrera's Merrill Lynch Experience August 2013 - Present
Job Controller at AKHAN Semiconductor, Inc.
Industry Semiconductors
Experience
AKHAN Technologies, Inc. January 2015 - Present
Merrill Lynch August 2013 - Present
Merrill Lynch May 2012 - December 2012
Alpha Kappa Psi Pledge Class January 2011 - April 2011
Bloomingdales March 2010 - September 2010
AARP January 2010 - April 2010
United States Senate September 2009 - December 2009
Warren Communications News June 2006 - August 2009
Skills
Microsoft Office, PowerPoint, Spanish, Microsoft Excel, English, Building Relationships, Marketing, Nonprofits, Presentations
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration
American University
American University
AKHAN Technologies, Inc. January 2015 - Present
Merrill Lynch August 2013 - Present
Merrill Lynch May 2012 - December 2012
Alpha Kappa Psi Pledge Class January 2011 - April 2011
Bloomingdales March 2010 - September 2010
AARP January 2010 - April 2010
United States Senate September 2009 - December 2009
Warren Communications News June 2006 - August 2009
Skills
Microsoft Office, PowerPoint, Spanish, Microsoft Excel, English, Building Relationships, Marketing, Nonprofits, Presentations
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration
American University
American University
Lauren Yohman Lauren Yohman's Merrill Lynch Experience August 2007 - December 2007
Job State Farm
Industry Financial Services
Experience
State Farm Insurance August 2012 - Present
Stella & Dot January 2014 - Present
The Ivory Ballroom January 2011 - Present
Penn Summit Insurance Agency March 2011 - August 2012
Pennsylvania House Democratic Campaign Committee June 2010 - April 2011
Citizens for Arlen Specter July 2009 - August 2010
AFL-CIO Investment Trust Corporation January 2009 - July 2009
Marriott International June 2008 - July 2009
Merrill Lynch August 2007 - December 2007
PA House of Representatives May 2007 - August 2007
Skills
Fundraising, Marketing Communications, Customer Service, Government Relations, Political Campaigns, Event Planning, Research, Event Management, Public Speaking
Education
Washington and Jefferson College 2004 — 2008
Bachelor of Arts, Business Administration, A
American University 2007 — 2007
Semester Abroad Program, American Politics
State Farm Insurance August 2012 - Present
Stella & Dot January 2014 - Present
The Ivory Ballroom January 2011 - Present
Penn Summit Insurance Agency March 2011 - August 2012
Pennsylvania House Democratic Campaign Committee June 2010 - April 2011
Citizens for Arlen Specter July 2009 - August 2010
AFL-CIO Investment Trust Corporation January 2009 - July 2009
Marriott International June 2008 - July 2009
Merrill Lynch August 2007 - December 2007
PA House of Representatives May 2007 - August 2007
Skills
Fundraising, Marketing Communications, Customer Service, Government Relations, Political Campaigns, Event Planning, Research, Event Management, Public Speaking
Education
Washington and Jefferson College 2004 — 2008
Bachelor of Arts, Business Administration, A
American University 2007 — 2007
Semester Abroad Program, American Politics
Valerie Cyrus Valerie Cyrus's Merrill Lynch Experience July 1998 - July 2005
Job Outreach Consultant, Writer, Editor
Industry Writing and Editing
Experience
VaughnTiff Communications December 2011 - Present
Accenture October 2010 - April 2012
Verizon Wireless March 2010 - October 2010
The Hartford November 2007 - November 2009
T-Mobile July 2005 - July 2007
Merrill Lynch July 1998 - July 2005
Skills
Visio, Content Management, Software Documentation, Social Networking, Technical Writing, Training, Editing, Proofreading, Management, Proposal Writing, Microsoft Office, Marketing Communications, Quality Assurance, Customer Service, CRM, Adobe Creative Suite, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Dreamweaver, Project Management, Testing, Troubleshooting, SEO, Press Releases, Blogging, Social Media, Creative Writing, Copywriting, Copy Editing, Web Content, Writing
Education
American InterContinental University 2003 — 2004
Masters, Education
University of Delaware 1985 — 1989
B.A, English; Technical and Business Communications
VaughnTiff Communications December 2011 - Present
Accenture October 2010 - April 2012
Verizon Wireless March 2010 - October 2010
The Hartford November 2007 - November 2009
T-Mobile July 2005 - July 2007
Merrill Lynch July 1998 - July 2005
Skills
Visio, Content Management, Software Documentation, Social Networking, Technical Writing, Training, Editing, Proofreading, Management, Proposal Writing, Microsoft Office, Marketing Communications, Quality Assurance, Customer Service, CRM, Adobe Creative Suite, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Dreamweaver, Project Management, Testing, Troubleshooting, SEO, Press Releases, Blogging, Social Media, Creative Writing, Copywriting, Copy Editing, Web Content, Writing
Education
American InterContinental University 2003 — 2004
Masters, Education
University of Delaware 1985 — 1989
B.A, English; Technical and Business Communications
Andrew Waskow Andrew Waskow's Merrill Lynch Experience 2000 - 2003
Job Executive Director, Fixed Income Compliance at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2013 - Present
TeraExchange December 2012 - November 2013
Goldman Sachs April 2003 - June 2012
Merrill Lynch 2000 - 2003
The Bond Market Association (now "SIFMA") 1992 - 2000
Skills
Securities, Capital Markets, Dodd-Frank, Fixed Income, Derivatives, Electronic Trading, FINRA, Finance, Regulatory Requirements, Secured Transactions, Structured Finance, Capital, Secured Financing, Compliance Regulations, Banking Law, ISDA, Financial Structuring, Regulatory Policy, Bankruptcy, Contract Negotiation, Due Diligence, Financial Regulation, Trading, Settlement, Legislative Affairs, Algorithmic Trading, Bank Regulation, Clearing, Clearing Houses, Securities Lending, Options, Hedge Funds, Futures, Securities Settlements, MBS, agency mbs, CMBS, Mortgage Lending, Commercial Mortgages
Education
American University, Washington College of Law 1994 — 1998
JD, Banking, Corporate, Finance, and Securities Law
Duke University 1988 — 1991
BA, Public Policy
JPMorgan Chase & Co. November 2013 - Present
TeraExchange December 2012 - November 2013
Goldman Sachs April 2003 - June 2012
Merrill Lynch 2000 - 2003
The Bond Market Association (now "SIFMA") 1992 - 2000
Skills
Securities, Capital Markets, Dodd-Frank, Fixed Income, Derivatives, Electronic Trading, FINRA, Finance, Regulatory Requirements, Secured Transactions, Structured Finance, Capital, Secured Financing, Compliance Regulations, Banking Law, ISDA, Financial Structuring, Regulatory Policy, Bankruptcy, Contract Negotiation, Due Diligence, Financial Regulation, Trading, Settlement, Legislative Affairs, Algorithmic Trading, Bank Regulation, Clearing, Clearing Houses, Securities Lending, Options, Hedge Funds, Futures, Securities Settlements, MBS, agency mbs, CMBS, Mortgage Lending, Commercial Mortgages
Education
American University, Washington College of Law 1994 — 1998
JD, Banking, Corporate, Finance, and Securities Law
Duke University 1988 — 1991
BA, Public Policy
Yael Blinkoff Yael Blinkoff's Merrill Lynch Experience July 1997 - 1999
Job Project Manager
Industry Management Consulting
Experience
A&R Bulk-Pak Inc. Referral AgentColdwell BankerJanuary 2009 - Present
BearingPoint 2007 - 2009
BearingPoint 2004 - 2007
BearingPoint 1999 - 2004
Merrill Lynch July 1997 - 1999
PwC July 1996 - May 1997
Skills
Microsoft Word, Spanish, Excel, Project, PowerPoint, Leadership Development, Public Speaking, Internet, Customer Service..., Client Service Oriented, Event Management
Education
New York University 1999 — 2001
Master of Science (M.S.), Information Systems & Management, 3.9/4.0
American University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting/International Business, 3.7/4.0
Spanish American Institute of Seville, Spain 1996 — 1996
Business Administration and Management, General, GPA: 4.0/4.0
A&R Bulk-Pak Inc. Referral AgentColdwell BankerJanuary 2009 - Present
BearingPoint 2007 - 2009
BearingPoint 2004 - 2007
BearingPoint 1999 - 2004
Merrill Lynch July 1997 - 1999
PwC July 1996 - May 1997
Skills
Microsoft Word, Spanish, Excel, Project, PowerPoint, Leadership Development, Public Speaking, Internet, Customer Service..., Client Service Oriented, Event Management
Education
New York University 1999 — 2001
Master of Science (M.S.), Information Systems & Management, 3.9/4.0
American University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting/International Business, 3.7/4.0
Spanish American Institute of Seville, Spain 1996 — 1996
Business Administration and Management, General, GPA: 4.0/4.0
Nana Ofori-Ansah Nana Ofori-Ansah's Merrill Lynch Experience 2006 - 2006
Job Capital Markets Policy Analyst at FDIC
Industry Banking
Experience
FDIC December 2010 - Present
U.S. Department of the Army November 2007 - December 2010
Adirondack Pictures January 2007 - July 2007
Merrill Lynch 2006 - 2006
Skills
Risk Management, Financial Analysis, Access, Data Analysis, Financial Modeling, Credit Analysis, Microsoft Excel, Corporate Finance, Financial Statement..., Change Management, Portfolio Management, Visio, Leadership, Managerial Finance, Finance
Education
American University - Kogod School of Business 2005 — 2007
MBA, Finance
American University 2005 — 2006
Master of Business Administration (MBA), Banking and Financial Support Services
Northwestern University 1999 — 2003
Bachelor's of Science, Industrial Engineering
FDIC December 2010 - Present
U.S. Department of the Army November 2007 - December 2010
Adirondack Pictures January 2007 - July 2007
Merrill Lynch 2006 - 2006
Skills
Risk Management, Financial Analysis, Access, Data Analysis, Financial Modeling, Credit Analysis, Microsoft Excel, Corporate Finance, Financial Statement..., Change Management, Portfolio Management, Visio, Leadership, Managerial Finance, Finance
Education
American University - Kogod School of Business 2005 — 2007
MBA, Finance
American University 2005 — 2006
Master of Business Administration (MBA), Banking and Financial Support Services
Northwestern University 1999 — 2003
Bachelor's of Science, Industrial Engineering
Craig Zimmerman Craig Zimmerman's Merrill Lynch Experience 1982 - 1991
Job Equipment Leasing | Asset Based Lending | Project Finance | Real Estate
Industry Financial Services
Experience
PNC September 2013 - Present
Renewables & Environment 2005 - 2013
Fleet Capital Corporation 1998 - 2004
NationsBank 1993 - 1998
Merrill Lynch 1982 - 1991
Skills
Energy, Real Estate, New Business Development, Project Finance, Capital Markets, Equipment Finance, Renewable Energy, Finance, Financial Structuring, Sustainability, Entrepreneurship, Structured Finance, Private Equity, Investment Banking, Commercial Real Estate, Joint Ventures, Investments, Banking
Education
Carnegie Mellon University 1977 — 1981
Bachelor of Science, Finance and Economics
American University
Washington Semester
PNC September 2013 - Present
Renewables & Environment 2005 - 2013
Fleet Capital Corporation 1998 - 2004
NationsBank 1993 - 1998
Merrill Lynch 1982 - 1991
Skills
Energy, Real Estate, New Business Development, Project Finance, Capital Markets, Equipment Finance, Renewable Energy, Finance, Financial Structuring, Sustainability, Entrepreneurship, Structured Finance, Private Equity, Investment Banking, Commercial Real Estate, Joint Ventures, Investments, Banking
Education
Carnegie Mellon University 1977 — 1981
Bachelor of Science, Finance and Economics
American University
Washington Semester
Betsy Perlman Betsy Perlman's Merrill Lynch Experience September 1986 - March 2009
Job Senior Vice President
Industry Financial Services
Experience
Bookbrowsr LLC August 2010 - Present
Merrill Lynch September 1986 - March 2009
MTV September 1981 - December 1984
Conde Nast 1980 - 1983
Skills
Integration, SDLC, Leadership, IT Strategy, Project Management, Business Analysis, PMO, Program Management, Project Portfolio..., Talent Management, Strategic Planning, Security, Vendor Management, Human Resources, Management, Strategy, Financial Services, Outsourcing, Process Improvement, Business Process...
Education
American University 1974 — 1978
BA, Graphic Design
Bookbrowsr LLC August 2010 - Present
Merrill Lynch September 1986 - March 2009
MTV September 1981 - December 1984
Conde Nast 1980 - 1983
Skills
Integration, SDLC, Leadership, IT Strategy, Project Management, Business Analysis, PMO, Program Management, Project Portfolio..., Talent Management, Strategic Planning, Security, Vendor Management, Human Resources, Management, Strategy, Financial Services, Outsourcing, Process Improvement, Business Process...
Education
American University 1974 — 1978
BA, Graphic Design
Laura Powers's Merrill Lynch Experience March 1997 - April 2000
Job Marketing Strategist. Creative Director. Legal Website Specialist. Law Firm Marketer.
Industry Marketing and Advertising
Experience
Furia Rubel Communications April 2010 - Present
HG Marketing Group LLC (formerly Harvest Graphics) February 1996 - March 2010
Merrill Lynch March 1997 - April 2000
Colorlith Corporation February 1995 - March 1997
Strata Graphics, Inc. September 1994 - February 1995
Bell Atlantic Directory Graphics September 1993 - September 1994
Skills
Strategic Communications, Marketing..., Marketing Strategy, Interactive Strategy, Integrated Marketing..., Communications Strategy, Marketing Communications, Corporate Communications, Strategic Consulting, Strategic Design, Creative Concept..., Corporate Branding, Web Design, Graphic Design, Creative Direction, Creative Strategy, Email Marketing, Marketing Management, Social Media Marketing, Social Media Strategy, Digital Marketing, Web Development, Web Services, Web 2.0, Web Analytics, Organic Search, Search Engine..., Brand Development, Brand Communication, Logo Design, Logo Development, Signage Design, Collateral Design, Print Collateral Design, Interactive Marketing, Integrated Marketing, Business Stationery, B2B Marketing, B2B services, B2B eCommerce, Web Content Management, Blog Marketing, Blog Management, Blog Development, Corporate Blogging, Speaking Engagements, Conference Speaking, Seminar Speaker, Seminar Presentations, Group Presentations
Education
Norwich University 1990 — 1993
Bachelors, Art and Science
Pennsylvania Academy of Fine Arts 1988 — 1990
Printmaking
Temple University 1987 — 1988
American University 1986 — 1987
Furia Rubel Communications April 2010 - Present
HG Marketing Group LLC (formerly Harvest Graphics) February 1996 - March 2010
Merrill Lynch March 1997 - April 2000
Colorlith Corporation February 1995 - March 1997
Strata Graphics, Inc. September 1994 - February 1995
Bell Atlantic Directory Graphics September 1993 - September 1994
Skills
Strategic Communications, Marketing..., Marketing Strategy, Interactive Strategy, Integrated Marketing..., Communications Strategy, Marketing Communications, Corporate Communications, Strategic Consulting, Strategic Design, Creative Concept..., Corporate Branding, Web Design, Graphic Design, Creative Direction, Creative Strategy, Email Marketing, Marketing Management, Social Media Marketing, Social Media Strategy, Digital Marketing, Web Development, Web Services, Web 2.0, Web Analytics, Organic Search, Search Engine..., Brand Development, Brand Communication, Logo Design, Logo Development, Signage Design, Collateral Design, Print Collateral Design, Interactive Marketing, Integrated Marketing, Business Stationery, B2B Marketing, B2B services, B2B eCommerce, Web Content Management, Blog Marketing, Blog Management, Blog Development, Corporate Blogging, Speaking Engagements, Conference Speaking, Seminar Speaker, Seminar Presentations, Group Presentations
Education
Norwich University 1990 — 1993
Bachelors, Art and Science
Pennsylvania Academy of Fine Arts 1988 — 1990
Printmaking
Temple University 1987 — 1988
American University 1986 — 1987
Robert Kringel Robert Kringel's Merrill Lynch Experience September 2008 - July 2010
Job Sales and Financial Services Consultant
Industry Automotive
Experience
Flow Companies LLC August 2010 - Present
Merrill Lynch September 2008 - July 2010
National City Mortgage July 2005 - July 2006
Enterprise Rent-A-Car June 2000 - June 2005
Enterprise Rent-A-Car April 1996 - December 1999
Skills
Customer Satisfaction, Profit, Sales Process, Automotive, Customer Retention, Sales, Sales Management, Vehicles, Automobile, Customer Service, Team Building, Inventory Management, Account Management, Forecasting, Marketing, Retirement Planning, Selling
Education
American InterContinental University 2007 — 2008
Master of Business Administration (MBA)
Methodist University 1993 — 1995
Bachelor of Science (B.S.), Business Administration
Flow Companies LLC August 2010 - Present
Merrill Lynch September 2008 - July 2010
National City Mortgage July 2005 - July 2006
Enterprise Rent-A-Car June 2000 - June 2005
Enterprise Rent-A-Car April 1996 - December 1999
Skills
Customer Satisfaction, Profit, Sales Process, Automotive, Customer Retention, Sales, Sales Management, Vehicles, Automobile, Customer Service, Team Building, Inventory Management, Account Management, Forecasting, Marketing, Retirement Planning, Selling
Education
American InterContinental University 2007 — 2008
Master of Business Administration (MBA)
Methodist University 1993 — 1995
Bachelor of Science (B.S.), Business Administration
Brian Dolan Brian Dolan's Merrill Lynch Experience April 2001 - October 2002
Job Managing Director of the Florida Association of Commissioners Retired
Industry Law Practice
Experience
Florida Association of Commissioners 2010 - January 2015
Tampa Port Authority December 2007 - August 2011
Thorn Lawrence Law Group January 2008 - May 2010
Tampa Bay Beautification Program 2009 - 2010
Bank of America October 2002 - January 2008
The Tampa Club 2002 - 2008
American Victory Ship 2005 - 2007
Tampa Bay American Cancer Society's Cattle Barons Ball March 2003 - May 2003
Merrill Lynch April 2001 - October 2002
Bahri 1993 - 1997
Skills
Risk Management, Contract Negotiation, Legal Writing, Logistics, Banking, Management, Negotiation, Strategy, Process Improvement, Liability, Corporate Law, Transportation, Insurance, ETFs, Managerial Finance, Courts, Ports, Ocean Freight, Blue Ocean Strategy, Maritime, Maritime Law, admiralty, Government, Shipping, Finance, Investments, Marketing, Due Diligence, Mediation, Arbitration, Commercial Litigation, Mergers & Acquisitions, Civil Litigation, Trials, Bankruptcy, Dispute Resolution, Alternative Dispute..., Appeals, Restructuring, Legal Research, Personal Injury, Employment Law, Estate Planning, Legal Assistance, Commercial Real Estate, Judicial Review, Risk Assessment, Litigation, Intellectual Property
Education
Tulane University Law School 1982 — 1984
LL.M, Master of Maritime Law
Tulane University Law School 1973 — 1976
JD, Law
American University 1969 — 1973
BS, Political Science
Florida Association of Commissioners 2010 - January 2015
Tampa Port Authority December 2007 - August 2011
Thorn Lawrence Law Group January 2008 - May 2010
Tampa Bay Beautification Program 2009 - 2010
Bank of America October 2002 - January 2008
The Tampa Club 2002 - 2008
American Victory Ship 2005 - 2007
Tampa Bay American Cancer Society's Cattle Barons Ball March 2003 - May 2003
Merrill Lynch April 2001 - October 2002
Bahri 1993 - 1997
Skills
Risk Management, Contract Negotiation, Legal Writing, Logistics, Banking, Management, Negotiation, Strategy, Process Improvement, Liability, Corporate Law, Transportation, Insurance, ETFs, Managerial Finance, Courts, Ports, Ocean Freight, Blue Ocean Strategy, Maritime, Maritime Law, admiralty, Government, Shipping, Finance, Investments, Marketing, Due Diligence, Mediation, Arbitration, Commercial Litigation, Mergers & Acquisitions, Civil Litigation, Trials, Bankruptcy, Dispute Resolution, Alternative Dispute..., Appeals, Restructuring, Legal Research, Personal Injury, Employment Law, Estate Planning, Legal Assistance, Commercial Real Estate, Judicial Review, Risk Assessment, Litigation, Intellectual Property
Education
Tulane University Law School 1982 — 1984
LL.M, Master of Maritime Law
Tulane University Law School 1973 — 1976
JD, Law
American University 1969 — 1973
BS, Political Science
Paul J. McArthur Paul J. McArthur's Merrill Lynch Experience April 2009 - Present
Job Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Merrill Lynch April 2009 - Present
Legg Mason/Smith Barney August 2004 - April 2009
Accenture August 1995 - August 2004
Skills
Wealth Management, Finance, Asset Allocation, Asset Management, Business Analysis, Series 63, Management Consulting, Business Development, Business Process..., Business Strategy, Insurance, Process Improvement, Project Management, Business Transformation, Management, Analytics, Business Planning, Equities, Fixed Income, Alternative Investments, Portfolio Management
Education
American University 1991 — 1993
M.S., Computer Science & Information Systems
The University of Stirling 1986 — 1990
B.A., Economics
Merrill Lynch April 2009 - Present
Merrill Lynch April 2009 - Present
Legg Mason/Smith Barney August 2004 - April 2009
Accenture August 1995 - August 2004
Skills
Wealth Management, Finance, Asset Allocation, Asset Management, Business Analysis, Series 63, Management Consulting, Business Development, Business Process..., Business Strategy, Insurance, Process Improvement, Project Management, Business Transformation, Management, Analytics, Business Planning, Equities, Fixed Income, Alternative Investments, Portfolio Management
Education
American University 1991 — 1993
M.S., Computer Science & Information Systems
The University of Stirling 1986 — 1990
B.A., Economics
Nick Hendra's Merrill Lynch Experience May 2010 - August 2010
Job Senior Associate at MediaLink
Industry Management Consulting
Experience
MediaLink January 2015 - Present
Lexington Partners October 2012 - January 2015
Execution Noble July 2011 - October 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
TD Ameritrade Institutional May 2008 - August 2008
Skills
Trading, Equities, Private Equity, Capital Markets, Investments, Funding, Valuation, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Venture Capital, Social Media
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Finance, International Business
Xavier High School 2004 — 2007
MediaLink January 2015 - Present
Lexington Partners October 2012 - January 2015
Execution Noble July 2011 - October 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
TD Ameritrade Institutional May 2008 - August 2008
Skills
Trading, Equities, Private Equity, Capital Markets, Investments, Funding, Valuation, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Venture Capital, Social Media
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Finance, International Business
Xavier High School 2004 — 2007
Kerry Draper's Merrill Lynch Experience July 2005 - February 2009
Job Lead, Retirement Benefits at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health July 2009 - Present
Merrill Lynch July 2005 - February 2009
Benetech Inc. October 2002 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, English, Windows, Teaching, Photoshop, Public Speaking, Salesforce.com, Access, Retirement Planning, Financial Planning
Education
American River College
Associate of Science (A.S.), Computer Science
Sutter Health July 2009 - Present
Merrill Lynch July 2005 - February 2009
Benetech Inc. October 2002 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, English, Windows, Teaching, Photoshop, Public Speaking, Salesforce.com, Access, Retirement Planning, Financial Planning
Education
American River College
Associate of Science (A.S.), Computer Science
Ned Silhavy's Merrill Lynch Experience 2006 - 2011
Job Managing Director • Video Editor
Industry Media Production
Experience
AnyD Productions 2006 - Present
Merrill Lynch 2006 - 2011
Solimar International 2003 - 2006
Skills
Video Production, Post Production, Film, Multimedia, Final Cut Pro, Adobe Premiere, After Effects, Documentaries, Video, Photoshop, Video Compression, Lighting, Videography, Editing, Social Media Marketing, Soundtrack Pro, DVD Studio Pro, Motion, Video Editing, Camera, Television, Digital Media, Audio Post Production, Audio Mixing, Audio Editing, Professional Audio, Audio Engineering, Music Videos, Web Video, Audio Visual System..., Home Theater, Digital Photography, Adobe Audition
Education
American University 1999 — 2003
Bachelor’s Degree, Communication: Visual Media Studies, 3.4
AnyD Productions 2006 - Present
Merrill Lynch 2006 - 2011
Solimar International 2003 - 2006
Skills
Video Production, Post Production, Film, Multimedia, Final Cut Pro, Adobe Premiere, After Effects, Documentaries, Video, Photoshop, Video Compression, Lighting, Videography, Editing, Social Media Marketing, Soundtrack Pro, DVD Studio Pro, Motion, Video Editing, Camera, Television, Digital Media, Audio Post Production, Audio Mixing, Audio Editing, Professional Audio, Audio Engineering, Music Videos, Web Video, Audio Visual System..., Home Theater, Digital Photography, Adobe Audition
Education
American University 1999 — 2003
Bachelor’s Degree, Communication: Visual Media Studies, 3.4
Cecilia Livengood Cecilia Livengood's Merrill Lynch Experience March 2000 - August 2002
Job Vice President, Regulatory Operations at Career Education Corporation
Industry Education Management
Experience
Career Education Corporation May 2012 - Present
Career Education Corporation March 2010 - March 2012
Career Education Corporation January 2006 - March 2010
Career Education Corporation June 2005 - January 2006
Hunter Consulting May 2003 - June 2005
Merrill Lynch March 2000 - August 2002
Merrill Lynch March 1996 - March 2000
Skills
Management, Leadership, Student Affairs, Educational Leadership, Adult Education, Resume Writing, Campus, Higher Education, Retaining Customers, Enrollment Management, Student Financial Aid, Policy, Admissions, Accreditation, Career Counseling, CampusVue, Staff Development, Leadership Development, Strategic Planning, Academic Administration, Project Management
Education
Loyola University Chicago School of Law 2015 — 2016
Masters of Jurisprudence, Corporate Law
American InterContinental University
Bachelor of Business Administration (B.B.A.)
Career Education Corporation May 2012 - Present
Career Education Corporation March 2010 - March 2012
Career Education Corporation January 2006 - March 2010
Career Education Corporation June 2005 - January 2006
Hunter Consulting May 2003 - June 2005
Merrill Lynch March 2000 - August 2002
Merrill Lynch March 1996 - March 2000
Skills
Management, Leadership, Student Affairs, Educational Leadership, Adult Education, Resume Writing, Campus, Higher Education, Retaining Customers, Enrollment Management, Student Financial Aid, Policy, Admissions, Accreditation, Career Counseling, CampusVue, Staff Development, Leadership Development, Strategic Planning, Academic Administration, Project Management
Education
Loyola University Chicago School of Law 2015 — 2016
Masters of Jurisprudence, Corporate Law
American InterContinental University
Bachelor of Business Administration (B.B.A.)
Alana Fook Alana Fook's Merrill Lynch Experience May 2006 - August 2006
Job Payment Systems Development Group, The World Bank
Industry International Affairs
Experience
The World Bank September 2012 - Present
Commonwealth Youth Exchange Council June 2011 - September 2012
Organization of American States January 2012 - April 2012
United Nations Economic Commission for Latin America and the Caribbean September 2011 - December 2011
Gender Action January 2011 - April 2011
Plan International April 2010 - August 2010
Capital Group August 2007 - August 2010
Merrill Lynch May 2006 - August 2006
JP Morgan May 2005 - August 2005
Enterprise Rent-A-Car May 2004 - August 2004
Skills
Economics, Financial Modeling, Research, International..., International Relations, Financial Analysis, Spanish, Policy Analysis, Data Analysis, Analysis, Finance, Microsoft Excel, Investments, Non-profits, Leadership, Management Consulting, Nonprofits, Stata, Market Research, Emerging Markets, Public Policy, Project Management
Education
American University 2010 — 2012
MA, International Affairs; International Economic Relations and Development
Howard University 2003 — 2007
BBA, International Business and Finance
The World Bank September 2012 - Present
Commonwealth Youth Exchange Council June 2011 - September 2012
Organization of American States January 2012 - April 2012
United Nations Economic Commission for Latin America and the Caribbean September 2011 - December 2011
Gender Action January 2011 - April 2011
Plan International April 2010 - August 2010
Capital Group August 2007 - August 2010
Merrill Lynch May 2006 - August 2006
JP Morgan May 2005 - August 2005
Enterprise Rent-A-Car May 2004 - August 2004
Skills
Economics, Financial Modeling, Research, International..., International Relations, Financial Analysis, Spanish, Policy Analysis, Data Analysis, Analysis, Finance, Microsoft Excel, Investments, Non-profits, Leadership, Management Consulting, Nonprofits, Stata, Market Research, Emerging Markets, Public Policy, Project Management
Education
American University 2010 — 2012
MA, International Affairs; International Economic Relations and Development
Howard University 2003 — 2007
BBA, International Business and Finance
Bryan Hodges Bryan Hodges's Merrill Lynch Experience 2002 - 2005
Job Senior Vice President Sales NetJets, Inc.
Industry Airlines/Aviation
Experience
NetJets January 2005 - Present
Merrill Lynch 2002 - 2005
Sagemark Consulting 1999 - 2002
Texo Corporation 1992 - 1997
Nalco Corporation / DuBois Chemicals 1983 - 1992
Skills
Contract Negotiation, Strategic Planning, Team Building, New Business Development, Risk Management, Selling
Education
American InterContinental University 2002 — 2004
MBA, Global Technology Management, 4.0 GPA
University of North Carolina at Chapel Hill 1983 — 1985
Bachelor's Degree, Industrial Relations
East Carolina University 1981 — 1983
Ravenscroft School 1975 — 1981
High School
NetJets January 2005 - Present
Merrill Lynch 2002 - 2005
Sagemark Consulting 1999 - 2002
Texo Corporation 1992 - 1997
Nalco Corporation / DuBois Chemicals 1983 - 1992
Skills
Contract Negotiation, Strategic Planning, Team Building, New Business Development, Risk Management, Selling
Education
American InterContinental University 2002 — 2004
MBA, Global Technology Management, 4.0 GPA
University of North Carolina at Chapel Hill 1983 — 1985
Bachelor's Degree, Industrial Relations
East Carolina University 1981 — 1983
Ravenscroft School 1975 — 1981
High School
Paula D. Porsch Paula D. Porsch's Merrill Lynch Experience 2001 - 2009
Job Wealth Manager | Investment Advisor | Board Director | CPA | CRPC | CDFA
Industry Financial Services
Experience
Porsch Financial Group May 2009 - Present
Merrill Lynch 2001 - 2009
Copaken Brooks/Formerly Copaken White & Blitt 1999 - 2001
Trizechahn Office Property Inc 1997 - 1999
Deloitte 1992 - 1994
Coopers & Lybrand Consulting 1988 - 1992
Skills
Portfolio Management, Alternative Investments, Tax, Finance, Loans, International Tax, Mergers & Acquisitions, Coaching, Real Estate, Budgets, Management, Leadership, Risk Management
Education
American University - Kogod School of Business
Bachelor of Science (BS), Accounting
University of Nebraska-Lincoln 1979 — 1980
General Business Studies, Accounting
Porsch Financial Group May 2009 - Present
Merrill Lynch 2001 - 2009
Copaken Brooks/Formerly Copaken White & Blitt 1999 - 2001
Trizechahn Office Property Inc 1997 - 1999
Deloitte 1992 - 1994
Coopers & Lybrand Consulting 1988 - 1992
Skills
Portfolio Management, Alternative Investments, Tax, Finance, Loans, International Tax, Mergers & Acquisitions, Coaching, Real Estate, Budgets, Management, Leadership, Risk Management
Education
American University - Kogod School of Business
Bachelor of Science (BS), Accounting
University of Nebraska-Lincoln 1979 — 1980
General Business Studies, Accounting
Alex Donnenfeld Alex Donnenfeld's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at NYL Investors, Private Capital Group
Industry Capital Markets
Experience
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
Erick Bronner Erick Bronner's Merrill Lynch Experience May 1997 - October 2009
Job Global Head of Fundraising and Investor Relations at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company March 2012 - Present
Mercury Capital Advisors October 2009 - January 2012
Merrill Lynch May 1997 - October 2009
Citi August 1995 - May 1997
Skills
Private Equity, LBO, Venture Capital, Buyouts, Valuation, Due Diligence, Financial Modeling, Investments, Mergers, Corporate Finance, Entrepreneurship, M&A experience
Education
American University - Kogod School of Business 1992 — 1995
Taxation
American University, Washington College of Law 1992 — 1995
Juris doctor
Emory University - Goizueta Business School 1988 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
The Riverside Company March 2012 - Present
Mercury Capital Advisors October 2009 - January 2012
Merrill Lynch May 1997 - October 2009
Citi August 1995 - May 1997
Skills
Private Equity, LBO, Venture Capital, Buyouts, Valuation, Due Diligence, Financial Modeling, Investments, Mergers, Corporate Finance, Entrepreneurship, M&A experience
Education
American University - Kogod School of Business 1992 — 1995
Taxation
American University, Washington College of Law 1992 — 1995
Juris doctor
Emory University - Goizueta Business School 1988 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Calvin Gross's Merrill Lynch Experience July 2012 - August 2013
Job Student at University of South Florida
Industry Financial Services
Experience
Merrill Lynch July 2012 - August 2013
Skills
Finance, Politics, Monetary Policy, Fishing, Economics, Time Management
Education
University of South Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
American University 2011 — 2011
International/Global Studies
Merrill Lynch July 2012 - August 2013
Skills
Finance, Politics, Monetary Policy, Fishing, Economics, Time Management
Education
University of South Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
American University 2011 — 2011
International/Global Studies
Jeremy Romans Jeremy Romans's Merrill Lynch Experience December 1997 - March 1999
Job Regional Sales Manager at Llanllyr Source Water
Industry Real Estate
Experience
Llanllry Source Water April 2015 - Present
Prestonhaven Investment Company December 2008 - November 2013
Newmark Grubb Knight Frank February 2012 - November 2012
Grubb & Ellis August 2011 - February 2012
Platinum Equity May 2010 - July 2010
CCS Medical September 2006 - June 2007
KB Home February 2004 - May 2006
Centex Homes March 2002 - February 2004
Qwest Communications May 1999 - November 2001
Merrill Lynch December 1997 - March 1999
Skills
Finance, Sales, Financial Modeling, Due Diligence, Investments, Strategic Planning, Valuation, Financial Analysis, Budgets, Microsoft Excel, Real Estate, Business Development, Negotiation, Market Research, Forecasting, Marketing Strategy, Financial Reporting, Contract Negotiation, Analysis, Marketing, Account Management
Education
American University - Kogod School of Business 2009 — 2011
MBA, GPA 3.8
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Finance
Jesuit Preparatory School 1989 — 1993
Dallas, High School
Llanllry Source Water April 2015 - Present
Prestonhaven Investment Company December 2008 - November 2013
Newmark Grubb Knight Frank February 2012 - November 2012
Grubb & Ellis August 2011 - February 2012
Platinum Equity May 2010 - July 2010
CCS Medical September 2006 - June 2007
KB Home February 2004 - May 2006
Centex Homes March 2002 - February 2004
Qwest Communications May 1999 - November 2001
Merrill Lynch December 1997 - March 1999
Skills
Finance, Sales, Financial Modeling, Due Diligence, Investments, Strategic Planning, Valuation, Financial Analysis, Budgets, Microsoft Excel, Real Estate, Business Development, Negotiation, Market Research, Forecasting, Marketing Strategy, Financial Reporting, Contract Negotiation, Analysis, Marketing, Account Management
Education
American University - Kogod School of Business 2009 — 2011
MBA, GPA 3.8
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Finance
Jesuit Preparatory School 1989 — 1993
Dallas, High School
David Goldberger's Merrill Lynch Experience August 2006 - December 2006
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Garden City Group June 2013 - July 2013
Garden City Group March 2011 - June 2013
Northwestern Mutual May 2008 - August 2008
Merrill Lynch August 2006 - December 2006
Skills
Finance, Investments, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Project Management, Auditing, Corporate Finance, Risk Management
Education
Pace University 2013 — 2015
Master of Business Administration (MBA), Investment Management
American University 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2015 - Present
Garden City Group June 2013 - July 2013
Garden City Group March 2011 - June 2013
Northwestern Mutual May 2008 - August 2008
Merrill Lynch August 2006 - December 2006
Skills
Finance, Investments, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Project Management, Auditing, Corporate Finance, Risk Management
Education
Pace University 2013 — 2015
Master of Business Administration (MBA), Investment Management
American University 2006 — 2010
Bachelor of Science (BS), Finance, General
John Roff John Roff's Merrill Lynch Experience July 2010 - February 2012
Job Research Analyst at Numark Associates
Industry Financial Services
Experience
Numark Associates January 2012 - Present
Merrill Lynch July 2010 - February 2012
Merrill Lynch January 2010 - May 2010
Roff Operating LLC May 2008 - August 2008
Fifth Circuit Court of Appeals January 2006 - January 2006
Skills
Investments, Financial Analysis, Corporate Finance, Economics, DCF, Portfolio Management, Asset Managment, Renewable Energy, Solar Energy, Sustainable Energy, Energy Policy, Research, Asset Management, Finance
Education
American University 2006 — 2010
BA, International Economic Policy
American University - Kogod School of Business 2006 — 2010
BA, Business Administration
Universidad Pontificia Comillas 2009 — 2009
Semester Abroad, Business Administration
Kinkaid
Numark Associates January 2012 - Present
Merrill Lynch July 2010 - February 2012
Merrill Lynch January 2010 - May 2010
Roff Operating LLC May 2008 - August 2008
Fifth Circuit Court of Appeals January 2006 - January 2006
Skills
Investments, Financial Analysis, Corporate Finance, Economics, DCF, Portfolio Management, Asset Managment, Renewable Energy, Solar Energy, Sustainable Energy, Energy Policy, Research, Asset Management, Finance
Education
American University 2006 — 2010
BA, International Economic Policy
American University - Kogod School of Business 2006 — 2010
BA, Business Administration
Universidad Pontificia Comillas 2009 — 2009
Semester Abroad, Business Administration
Kinkaid
Ashok Natarajan's Merrill Lynch Experience November 1996 - February 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Time Warner Cable June 2009 - July 2009
Accenture January 2009 - April 2009
Traveled to India November 2007 - November 2008
AT&T August 2007 - September 2007
Accenture January 2003 - May 2003
Real-Net Solutions June 2002 - December 2002
AAT Communications January 2001 - May 2002
Merrill Lynch November 1996 - February 2000
Skills
Java, Java Enterprise Edition, JSP, JDBC, Swing, Core Java, Oracle, JavaScript, Servlets, English grammar, Microsoft Excel, Spring, Struts, WebSphere Application..., Weblogic, Tomcat, CORBA, HTML
Education
Kaplan University 2012 — 2012
Master of Science (M.S.) -- 2 courses taken, Information Technology, 3.0 - B
New Jersey Institute of Technology 2001 — 2001
Webmaster Certificate, Advanced Programming, 4.0 -- A
American University 1995 — 1996
Master of Arts (MA), Journalism (print -- 6 credits left)
Penn State University 1990 — 1994
Bachelor of Science (BS), Management
Time Warner Cable June 2009 - July 2009
Accenture January 2009 - April 2009
Traveled to India November 2007 - November 2008
AT&T August 2007 - September 2007
Accenture January 2003 - May 2003
Real-Net Solutions June 2002 - December 2002
AAT Communications January 2001 - May 2002
Merrill Lynch November 1996 - February 2000
Skills
Java, Java Enterprise Edition, JSP, JDBC, Swing, Core Java, Oracle, JavaScript, Servlets, English grammar, Microsoft Excel, Spring, Struts, WebSphere Application..., Weblogic, Tomcat, CORBA, HTML
Education
Kaplan University 2012 — 2012
Master of Science (M.S.) -- 2 courses taken, Information Technology, 3.0 - B
New Jersey Institute of Technology 2001 — 2001
Webmaster Certificate, Advanced Programming, 4.0 -- A
American University 1995 — 1996
Master of Arts (MA), Journalism (print -- 6 credits left)
Penn State University 1990 — 1994
Bachelor of Science (BS), Management
Felizia Bacall's Merrill Lynch Experience August 2007 - December 2007
Job Consultant, The Bridgespan Group
Industry Nonprofit Organization Management
Experience
The Bridgespan Group August 2015 - Present
Tuck School of Business at Dartmouth August 2013 - June 2015
Partners in Food Solutions June 2014 - August 2014
International Monetary Fund August 2011 - August 2013
PricewaterhouseCoopers August 2010 - August 2011
Millennium Challenge Corporation July 2009 - August 2010
Goldman Sachs June 2008 - August 2008
Brandeis University August 2006 - May 2008
Merrill Lynch August 2007 - December 2007
Management Sciences for Health June 2006 - August 2006
Skills
Economics, Stata, International..., Non-profits, Econometrics, Policy Analysis, Nonprofits, Data Analysis, International Relations, Spanish, Public Policy, Qualitative Research, Politics, Government, Research, Training, International Economics, Macroeconomics, Economic Research, Analysis, Leadership, French, Economic Development, SPSS, Latin America, Statistics, Quantitative Analytics, Program Evaluation, Policy, NGOs, Foreign Policy, Access, Political Science, Capacity Building, Emerging Markets, Proposal Writing, Development Economics, Economic Policy, Quantitative Research, Sustainable Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, Economics, Politics, International and Global Studies Minor: Business
American University
Colegio Colombo Hebreo
Valedictorian
The Bridgespan Group August 2015 - Present
Tuck School of Business at Dartmouth August 2013 - June 2015
Partners in Food Solutions June 2014 - August 2014
International Monetary Fund August 2011 - August 2013
PricewaterhouseCoopers August 2010 - August 2011
Millennium Challenge Corporation July 2009 - August 2010
Goldman Sachs June 2008 - August 2008
Brandeis University August 2006 - May 2008
Merrill Lynch August 2007 - December 2007
Management Sciences for Health June 2006 - August 2006
Skills
Economics, Stata, International..., Non-profits, Econometrics, Policy Analysis, Nonprofits, Data Analysis, International Relations, Spanish, Public Policy, Qualitative Research, Politics, Government, Research, Training, International Economics, Macroeconomics, Economic Research, Analysis, Leadership, French, Economic Development, SPSS, Latin America, Statistics, Quantitative Analytics, Program Evaluation, Policy, NGOs, Foreign Policy, Access, Political Science, Capacity Building, Emerging Markets, Proposal Writing, Development Economics, Economic Policy, Quantitative Research, Sustainable Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, Economics, Politics, International and Global Studies Minor: Business
American University
Colegio Colombo Hebreo
Valedictorian
John Vander Leeuw John Vander Leeuw's Merrill Lynch Experience May 1987 - July 2003
Job
Industry
Experience
TD 2003 - Present
Merrill Lynch May 1987 - July 2003
Skills
Series 7. Series 4,..., Banking, Credit, Investments, Financial Services, Microsoft Excel, Management, Mutual Funds, Outlook, Portfolio Management, Securities, Retail Banking, Wealth Management
Education
American University 1979 — 1983
Bachelor's degree, Communication
TD 2003 - Present
Merrill Lynch May 1987 - July 2003
Skills
Series 7. Series 4,..., Banking, Credit, Investments, Financial Services, Microsoft Excel, Management, Mutual Funds, Outlook, Portfolio Management, Securities, Retail Banking, Wealth Management
Education
American University 1979 — 1983
Bachelor's degree, Communication
Sheesley Jordan Sheesley Jordan's Merrill Lynch Experience May 2012 - Present
Job Retirement Plan Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Alejo Law October 2011 - June 2012
Phi Alpha Delta Law Fraternity, International August 2011 - March 2012
Quotes January 2011 - February 2012
Skills
Legal Research, Political Science, Personal Injury, Communications, Musical Theatre, Microsoft Office, Excel, Westlaw, Singing, Conference Coordination, Fundraising
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Legal Studies, Senior
American Musical and Dramatic Academy 2006 — 2008
Performing Arts Certificate, Musical Theatre Performance
Merrill Lynch May 2012 - Present
Alejo Law October 2011 - June 2012
Phi Alpha Delta Law Fraternity, International August 2011 - March 2012
Quotes January 2011 - February 2012
Skills
Legal Research, Political Science, Personal Injury, Communications, Musical Theatre, Microsoft Office, Excel, Westlaw, Singing, Conference Coordination, Fundraising
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Legal Studies, Senior
American Musical and Dramatic Academy 2006 — 2008
Performing Arts Certificate, Musical Theatre Performance
Peter Havenstein Peter Havenstein's Merrill Lynch Experience March 1976 - Present
Job First VicePresident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1976 - Present
Skills
Investments, Wealth Management, Portfolio Management, Equities, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Fixed Income, Securities, Strategic Financial..., Investment Banking, Investment Strategies, Capital Markets, Financial Planning
Education
American University 1974 — 1975
Finance, General
University of Maryland College Park 1966 — 1970
Bachelor of Science (BS), Zoology
Merrill Lynch March 1976 - Present
Skills
Investments, Wealth Management, Portfolio Management, Equities, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Fixed Income, Securities, Strategic Financial..., Investment Banking, Investment Strategies, Capital Markets, Financial Planning
Education
American University 1974 — 1975
Finance, General
University of Maryland College Park 1966 — 1970
Bachelor of Science (BS), Zoology
Alan Oehrig, ChFC & Series 6, 7, 24,26,63 Alan Oehrig, ChFC & Series 6, 7, 24,26,63's Merrill Lynch Experience June 1998 - June 2008
Job Financial Services Professional.Management/Sales/Product Development/ Marketing, New Challenges Sought
Industry Financial Services
Experience
Second Opinion Services, Inc July 2008 - Present
Merrill Lynch June 1998 - June 2008
Metropolitan Life June 1986 - December 1997
Skills
Retirement Planning, Annuities, Planning, IRA's, Marketing, Series 63, Fixed Annuities, Alternative Investments, Management, IRAs, Financial Services, Project Planning, Investments, New Business Development, Retirement, Investment Advisory, Insurance, Plannning, Sales, Sales Management, Training, Leadership, Pensions, Finance, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Small Business, Wealth, Life Insurance, Executive Management, Wealth Management, Variable Annuities, Employee Benefits, Asset Allocation, 401k, Series 7, Investment Strategies, FINRA
Education
McGill University
MBA, Marketing and Finance
American University
BA Magna Cum Laude, Double Major: International Studies and Politcial Science
Second Opinion Services, Inc July 2008 - Present
Merrill Lynch June 1998 - June 2008
Metropolitan Life June 1986 - December 1997
Skills
Retirement Planning, Annuities, Planning, IRA's, Marketing, Series 63, Fixed Annuities, Alternative Investments, Management, IRAs, Financial Services, Project Planning, Investments, New Business Development, Retirement, Investment Advisory, Insurance, Plannning, Sales, Sales Management, Training, Leadership, Pensions, Finance, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Small Business, Wealth, Life Insurance, Executive Management, Wealth Management, Variable Annuities, Employee Benefits, Asset Allocation, 401k, Series 7, Investment Strategies, FINRA
Education
McGill University
MBA, Marketing and Finance
American University
BA Magna Cum Laude, Double Major: International Studies and Politcial Science
Bruce Edwards Jr's Merrill Lynch Experience September 2009 - October 2010
Job TPF/Technical Service Desk Administrator at Travelport
Industry Information Technology and Services
Experience
Travelport February 2013 - Present
InterContinental Hotels Group September 2011 - February 2013
TRC Professional Solutions and Chick-fil-A, Inc October 2010 - June 2011
Merrill Lynch September 2009 - October 2010
Citi January 2008 - September 2009
PNC Advisors April 2006 - January 2008
Skills
Change Management, Troubleshooting, Servers, Customer Satisfaction, Outlook, Visio, Disaster Recovery, Microsoft Exchange, Microsoft Office, IT Operations, Laptops, Customer Service, Project Management, Technical Support, Process Improvement, Vendor Management, Computer Hardware, Linux, Windows 7, Windows, Help Desk Support, Software Documentation, Time Management, Management, Access, Information Technology, Operations Management, Active Directory, SharePoint, IT Strategy, Integration, IT Management, Call Centers, Security, Training, Team-oriented, Networking, Windows Server, Operating Systems, TCP/IP, ITIL, Testing, XP, Data Center, Business Analysis, SDLC, Databases, IT Service Management, System Administration, Windows XP
Education
American InterContinental University 2010 — 2013
A.A.B.A, Business Admin
Travelport February 2013 - Present
InterContinental Hotels Group September 2011 - February 2013
TRC Professional Solutions and Chick-fil-A, Inc October 2010 - June 2011
Merrill Lynch September 2009 - October 2010
Citi January 2008 - September 2009
PNC Advisors April 2006 - January 2008
Skills
Change Management, Troubleshooting, Servers, Customer Satisfaction, Outlook, Visio, Disaster Recovery, Microsoft Exchange, Microsoft Office, IT Operations, Laptops, Customer Service, Project Management, Technical Support, Process Improvement, Vendor Management, Computer Hardware, Linux, Windows 7, Windows, Help Desk Support, Software Documentation, Time Management, Management, Access, Information Technology, Operations Management, Active Directory, SharePoint, IT Strategy, Integration, IT Management, Call Centers, Security, Training, Team-oriented, Networking, Windows Server, Operating Systems, TCP/IP, ITIL, Testing, XP, Data Center, Business Analysis, SDLC, Databases, IT Service Management, System Administration, Windows XP
Education
American InterContinental University 2010 — 2013
A.A.B.A, Business Admin
Ryan Helmrich's Merrill Lynch Experience June 2008 - January 2010
Job Experienced Corporate Attorney | Financial Services | Asset Management
Industry Investment Management
Experience
Morgan, Lewis & Bockius LLP May 2012 - 2014
Bank of America Merrill Lynch August 2011 - May 2012
Bank of America January 2010 - August 2011
Merrill Lynch June 2008 - January 2010
Morgan, Lewis & Bockius LLP September 2004 - June 2008
FINRA 2002 - 2003
US Securities and Exchange Commission 2002 - 2002
PricewaterhouseCoopers 1997 - 2000
Skills
Investments, Investment Management, Securities Regulation, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Securities, Wealth Management, ETFs, Corporate Governance, Hedge Funds
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (JD), Securities Law Program, Cum Laude
American University 1995 — 1999
BA, Criminal Justice
Morgan, Lewis & Bockius LLP May 2012 - 2014
Bank of America Merrill Lynch August 2011 - May 2012
Bank of America January 2010 - August 2011
Merrill Lynch June 2008 - January 2010
Morgan, Lewis & Bockius LLP September 2004 - June 2008
FINRA 2002 - 2003
US Securities and Exchange Commission 2002 - 2002
PricewaterhouseCoopers 1997 - 2000
Skills
Investments, Investment Management, Securities Regulation, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Securities, Wealth Management, ETFs, Corporate Governance, Hedge Funds
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (JD), Securities Law Program, Cum Laude
American University 1995 — 1999
BA, Criminal Justice
Tim Hoag's Merrill Lynch Experience June 2011 - December 2014
Job Financial Services Specialist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation March 2015 - Present
Uber January 2015 - Present
C3G August 2010 - Present
Lyft 2015 - Present
Merrill Lynch June 2011 - December 2014
Radware November 2007 - November 2010
Vero Systems February 2007 - November 2007
Radialpoint July 2005 - December 2006
RealNetworks December 2001 - July 2005
Cisco Systems April 2000 - July 2001
Skills
Selling, Solution Selling, Enterprise Software, Contract Negotiations, Sales Process, Account Management, Consultative Selling, Direct Sales, Sales Management, Go-to-market Strategy, Competitive Analysis, Strategy Development, New Business Development, Software Sales, Key Account Management, Start-ups, Executive Reporting, Cisco, RFP, Channel Management, Channel, Security, Strategy, Channel Partners, Contract Negotiation, Investments, Investment Strategies, Personal Financial..., Retirement Planning, Retirement Savings, Software Industry, Cross-functional Team..., CRM, Leadership, Business Development, Professional Services, Management, Sales, Cold Calling, Cloud Computing, Networking, Strategic Partnerships, SaaS, Forecasting, Salesforce.com, Lead Generation, Executive Management, Partner Management, Product Management, Consulting
Education
Regis University 1994 — 1996
MS, Computer Information Systems
Amberton University 1987 — 1990
Bachelor, Business Administration
Regions Financial Corporation March 2015 - Present
Uber January 2015 - Present
C3G August 2010 - Present
Lyft 2015 - Present
Merrill Lynch June 2011 - December 2014
Radware November 2007 - November 2010
Vero Systems February 2007 - November 2007
Radialpoint July 2005 - December 2006
RealNetworks December 2001 - July 2005
Cisco Systems April 2000 - July 2001
Skills
Selling, Solution Selling, Enterprise Software, Contract Negotiations, Sales Process, Account Management, Consultative Selling, Direct Sales, Sales Management, Go-to-market Strategy, Competitive Analysis, Strategy Development, New Business Development, Software Sales, Key Account Management, Start-ups, Executive Reporting, Cisco, RFP, Channel Management, Channel, Security, Strategy, Channel Partners, Contract Negotiation, Investments, Investment Strategies, Personal Financial..., Retirement Planning, Retirement Savings, Software Industry, Cross-functional Team..., CRM, Leadership, Business Development, Professional Services, Management, Sales, Cold Calling, Cloud Computing, Networking, Strategic Partnerships, SaaS, Forecasting, Salesforce.com, Lead Generation, Executive Management, Partner Management, Product Management, Consulting
Education
Regis University 1994 — 1996
MS, Computer Information Systems
Amberton University 1987 — 1990
Bachelor, Business Administration
Michelle Sangiuliano's Merrill Lynch Experience November 1993 - May 1999
Job Senior Director at NTT Data Federal Services
Industry Information Technology and Services
Experience
NTT Data Federal Services November 2012 - Present
Pragmatics, Inc. January 2011 - November 2012
ACS July 2009 - December 2010
Verizon Business February 2004 - July 2009
Verizon Business July 2006 - November 2007
Verizon Business (formerly MCI) 2004 - June 2006
RCI Group August 2001 - August 2003
PSINet 1999 - 2001
Merrill Lynch November 1993 - May 1999
Skills
Business Development, Program Management, Strategic Planning, New Business Development, SaaS, Solution Selling, Strategic Partnerships, Business Strategy, Cloud Computing, Account Management, Salesforce.com, Management Consulting, Management, Leadership, Strategy, Networking, Training, Team Building, Go-to-market Strategy, Professional Services, Sales, Lead Generation, Business Intelligence, Human Resources, Product Marketing, Enterprise Software, Start-ups, Direct Sales, Security, Team Leadership, Product Management, CRM, Telecommunications, Business Analysis, Project Planning, Project Management, Outsourcing, Marketing, Analysis, Business Planning, Cross-functional Team..., Vendor Management, Integration, IT Strategy, Business Process..., Consulting, Active TS/SCI Clearance, Government, Process Improvement, Competitive Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
MBA
American University - Kogod School of Business 1987 — 1991
BSBA
NTT Data Federal Services November 2012 - Present
Pragmatics, Inc. January 2011 - November 2012
ACS July 2009 - December 2010
Verizon Business February 2004 - July 2009
Verizon Business July 2006 - November 2007
Verizon Business (formerly MCI) 2004 - June 2006
RCI Group August 2001 - August 2003
PSINet 1999 - 2001
Merrill Lynch November 1993 - May 1999
Skills
Business Development, Program Management, Strategic Planning, New Business Development, SaaS, Solution Selling, Strategic Partnerships, Business Strategy, Cloud Computing, Account Management, Salesforce.com, Management Consulting, Management, Leadership, Strategy, Networking, Training, Team Building, Go-to-market Strategy, Professional Services, Sales, Lead Generation, Business Intelligence, Human Resources, Product Marketing, Enterprise Software, Start-ups, Direct Sales, Security, Team Leadership, Product Management, CRM, Telecommunications, Business Analysis, Project Planning, Project Management, Outsourcing, Marketing, Analysis, Business Planning, Cross-functional Team..., Vendor Management, Integration, IT Strategy, Business Process..., Consulting, Active TS/SCI Clearance, Government, Process Improvement, Competitive Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
MBA
American University - Kogod School of Business 1987 — 1991
BSBA
Francisco J. Faraco, CFA's Merrill Lynch Experience January 2006 - June 2007
Job
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
Banco Santander June 2007 - April 2010
Merrill Lynch January 2006 - June 2007
Safra National Bank of New York June 2004 - January 2006
Eurobanco January 1996 - August 2001
Skills
Financial Analysis, Fixed Income
Education
CFA Institute
Charterholder 2012
University of Chicago 2002 — 2004
Master of Science (M.S.), Financial Mathematics
American University 2001 — 2002
Master of Arts (M.A.), Economics, concentration in Financial Economics & Economic Development Policies, Summa Cum Laude
Universidad Metropolitana (VE) 1993 — 1998
Bachelor of Business Administration (B.B.A.), Banking and Finance
J.P. Morgan April 2010 - Present
Banco Santander June 2007 - April 2010
Merrill Lynch January 2006 - June 2007
Safra National Bank of New York June 2004 - January 2006
Eurobanco January 1996 - August 2001
Skills
Financial Analysis, Fixed Income
Education
CFA Institute
Charterholder 2012
University of Chicago 2002 — 2004
Master of Science (M.S.), Financial Mathematics
American University 2001 — 2002
Master of Arts (M.A.), Economics, concentration in Financial Economics & Economic Development Policies, Summa Cum Laude
Universidad Metropolitana (VE) 1993 — 1998
Bachelor of Business Administration (B.B.A.), Banking and Finance
Jerry Setzer, PMI-ACP's Merrill Lynch Experience August 2007 - May 2009
Job Project Manager at Associated Press
Industry Information Technology and Services
Experience
Associated Press June 2009 - Present
Merrill Lynch August 2007 - May 2009
Skills
Software Project..., Agile Project Management, SDLC, Project Management, Agile Methodologies, Vendor Management, Scrum, IT Management, SharePoint, Software Development, Cross-functional Team..., IT Strategy, Business Process...
Education
American InterContinental University 2003 — 2005
Bachelor of Science (BS), Information Technology
Associated Press June 2009 - Present
Merrill Lynch August 2007 - May 2009
Skills
Software Project..., Agile Project Management, SDLC, Project Management, Agile Methodologies, Vendor Management, Scrum, IT Management, SharePoint, Software Development, Cross-functional Team..., IT Strategy, Business Process...
Education
American InterContinental University 2003 — 2005
Bachelor of Science (BS), Information Technology
Jennifer Fullmer's Merrill Lynch Experience February 1993 - December 1996
Job Senior Account Executive, MetLife Resources
Industry Financial Services
Experience
MetLife Resources August 2012 - Present
Chevy Chase Trust Company September 2004 - June 2012
BB&T November 1998 - September 2004
First Virginia Bank - Institutional Trust 1998 - 2004
FORTIS INVESTORS January 1997 - October 1998
Merrill Lynch February 1993 - December 1996
ALLSTATE FINANCIAL CORPORATION January 1992 - January 1993
MANCHESTER, INC January 1990 - January 1992
Education
American University 1991 — 1996
Master of Business Administration (MBA), Masters
American University
MBA, Finance
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
University of Delaware
BA, Economics
MetLife Resources August 2012 - Present
Chevy Chase Trust Company September 2004 - June 2012
BB&T November 1998 - September 2004
First Virginia Bank - Institutional Trust 1998 - 2004
FORTIS INVESTORS January 1997 - October 1998
Merrill Lynch February 1993 - December 1996
ALLSTATE FINANCIAL CORPORATION January 1992 - January 1993
MANCHESTER, INC January 1990 - January 1992
Education
American University 1991 — 1996
Master of Business Administration (MBA), Masters
American University
MBA, Finance
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
University of Delaware
BA, Economics
Timothy Guilanians's Merrill Lynch Experience 2003 - 2003
Job Cross Sell Development Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance June 2011 - June 2014
NFL Network September 2013 - Present
Wells Fargo Capital Finance October 2009 - June 2011
Wells Fargo Foothill November 2007 - December 2009
Wells Fargo Foothill May 2007 - October 2007
Wells Fargo Foothill August 2005 - May 2007
Yahoo! May 2004 - March 2005
Americans for Tax Reform 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Asset Based Lending, Valuation, Investments, Credit, Capital Markets, Underwriting, Asset Managment, Loans, Corporate Finance, Banking, Portfolio Management, Credit Analysis, Mergers, Finance, Treasury Management, Commercial Lending, Investment Banking, Risk Management, Credit Risk, Hedge Funds, Private Equity, Loan Origination, Cash Management, Mergers & Acquisitions, Commercial Banking, Equities, LBO, Mutual Funds, Middle Market, Asset Management, Fixed Income
Education
Occidental College 2001 — 2005
Bachelor of Arts, Economics
American University 2004 — 2004
Flintridge Prep
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance June 2011 - June 2014
NFL Network September 2013 - Present
Wells Fargo Capital Finance October 2009 - June 2011
Wells Fargo Foothill November 2007 - December 2009
Wells Fargo Foothill May 2007 - October 2007
Wells Fargo Foothill August 2005 - May 2007
Yahoo! May 2004 - March 2005
Americans for Tax Reform 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Asset Based Lending, Valuation, Investments, Credit, Capital Markets, Underwriting, Asset Managment, Loans, Corporate Finance, Banking, Portfolio Management, Credit Analysis, Mergers, Finance, Treasury Management, Commercial Lending, Investment Banking, Risk Management, Credit Risk, Hedge Funds, Private Equity, Loan Origination, Cash Management, Mergers & Acquisitions, Commercial Banking, Equities, LBO, Mutual Funds, Middle Market, Asset Management, Fixed Income
Education
Occidental College 2001 — 2005
Bachelor of Arts, Economics
American University 2004 — 2004
Flintridge Prep
Nicole Perret's Merrill Lynch Experience July 2004 - July 2005
Job Portfolio Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac December 2008 - Present
Freddie Mac October 2007 - November 2008
Freddie Mac August 2005 - October 2007
Merrill Lynch July 2004 - July 2005
Skills
Fixed Income, Loans, Investor Relations, Investments, Bloomberg, Banking, Capital Markets, Portfolio Management, Securities, Stata, Funding, Bonds, Valuation, Derivatives, Financial Modeling, Risk Management, Financial Analysis
Education
American University 2012 — 2013
Masters of Science, Finance, General, 3.8 GPA
James Madison University 1998 — 2000
Business, Finance
Freddie Mac December 2008 - Present
Freddie Mac October 2007 - November 2008
Freddie Mac August 2005 - October 2007
Merrill Lynch July 2004 - July 2005
Skills
Fixed Income, Loans, Investor Relations, Investments, Bloomberg, Banking, Capital Markets, Portfolio Management, Securities, Stata, Funding, Bonds, Valuation, Derivatives, Financial Modeling, Risk Management, Financial Analysis
Education
American University 2012 — 2013
Masters of Science, Finance, General, 3.8 GPA
James Madison University 1998 — 2000
Business, Finance
Catherine Van Sciver (Kovacs)'s Merrill Lynch Experience August 1997 - December 1997
Job Freelance Editor and Writer
Industry Publishing
Experience
Self-employed May 2001 - Present
URS Corp April 2005 - May 2006
Taylor & Francis January 1998 - March 2005
Merrill Lynch August 1997 - December 1997
Peterson's Guides January 1995 - August 1997
Skills
Proofreading, Publications, Publishing, Newsletters, Copy Editing, Editing, Social Media
Education
Rutgers University-New Brunswick 1992 — 1994
BA, Anthropolgy and English; Creative Writing Concentration
American University 1990 — 1992
Anthropology
Notre Dame High School 1986 — 1990
Self-employed May 2001 - Present
URS Corp April 2005 - May 2006
Taylor & Francis January 1998 - March 2005
Merrill Lynch August 1997 - December 1997
Peterson's Guides January 1995 - August 1997
Skills
Proofreading, Publications, Publishing, Newsletters, Copy Editing, Editing, Social Media
Education
Rutgers University-New Brunswick 1992 — 1994
BA, Anthropolgy and English; Creative Writing Concentration
American University 1990 — 1992
Anthropology
Notre Dame High School 1986 — 1990
Trish Hall's Merrill Lynch Experience 1996 - 1997
Job Economist, FDA
Industry Government Administration
Experience
FDA September 2011 - Present
FDA August 2010 - September 2011
EPA March 1998 - September 2010
Legg Mason April 1997 - March 1998
Merrill Lynch 1996 - 1997
Skills
Regulatory Analysis, Policy Analysis, Public Policy, Regulations, Environmental Policy, Government, Policy, Data Analysis, Program Evaluation, Research, Stata, Environmental Awareness, Capacity Building, Federal Government, International..., Analysis
Education
American University 1995 — 1997
M.A, Applied Economics
University of Delaware 1988 — 1992
BA, International Relations and Economics
FDA September 2011 - Present
FDA August 2010 - September 2011
EPA March 1998 - September 2010
Legg Mason April 1997 - March 1998
Merrill Lynch 1996 - 1997
Skills
Regulatory Analysis, Policy Analysis, Public Policy, Regulations, Environmental Policy, Government, Policy, Data Analysis, Program Evaluation, Research, Stata, Environmental Awareness, Capacity Building, Federal Government, International..., Analysis
Education
American University 1995 — 1997
M.A, Applied Economics
University of Delaware 1988 — 1992
BA, International Relations and Economics
Jay Maller's Merrill Lynch Experience July 1982 - July 1985
Job at EcoMail Development, LLC.
Industry Information Technology and Services
Experience
Morgan Stanley May 1998 - January 2009
Integral Development Corp May 1997 - May 1998
Odyssey Partners February 1994 - May 1997
In-Touch Technologies July 1989 - February 1994
Security Pacific Bank July 1985 - July 1989
Merrill Lynch July 1982 - July 1985
TIAA-CREF December 1979 - July 1982
Skills
Hedge Funds, Venture Capital, Investment Banking, Start-ups, Fixed Income, Strategic Partnerships, Alternative Investments, Derivatives, Prime Brokerage, Mergers, Financial Services, Equities, Consulting
Education
American University 1976 — 1979
Finance, Computer Science
Morgan Stanley May 1998 - January 2009
Integral Development Corp May 1997 - May 1998
Odyssey Partners February 1994 - May 1997
In-Touch Technologies July 1989 - February 1994
Security Pacific Bank July 1985 - July 1989
Merrill Lynch July 1982 - July 1985
TIAA-CREF December 1979 - July 1982
Skills
Hedge Funds, Venture Capital, Investment Banking, Start-ups, Fixed Income, Strategic Partnerships, Alternative Investments, Derivatives, Prime Brokerage, Mergers, Financial Services, Equities, Consulting
Education
American University 1976 — 1979
Finance, Computer Science
Andrew Maletz's Merrill Lynch Experience June 2011 - September 2012
Job Associate, US Research
Industry Investment Management
Experience
ISS Institutional Shareholder Services January 2013 - Present
Merrill Lynch June 2011 - September 2012
Independent Contractor July 2010 - February 2011
Squire Patton Boggs January 2010 - May 2010
VW International, Inc. June 2009 - January 2010
American University March 2007 - August 2008
Skills
Portfolio Management, New Business Development, Project Management, Financial Analysis, Mutual Funds, Investor Relations, Corporate Governance, Corporate Finance, Program Management, Financial Software..., Mergers & Acquisitions, Valuation, Microsoft Excel, Client Development, Investment Advisory, Investment Strategies, ETFs, International Relations, International..., Proxy Voting, Proxy Statements, Market Research, Investments
Education
American University - Kogod School of Business 2008 — 2010
MBA, International Finance and Global Markets
University of Oklahoma 1999 — 2004
BA, International Studies
ISS Institutional Shareholder Services January 2013 - Present
Merrill Lynch June 2011 - September 2012
Independent Contractor July 2010 - February 2011
Squire Patton Boggs January 2010 - May 2010
VW International, Inc. June 2009 - January 2010
American University March 2007 - August 2008
Skills
Portfolio Management, New Business Development, Project Management, Financial Analysis, Mutual Funds, Investor Relations, Corporate Governance, Corporate Finance, Program Management, Financial Software..., Mergers & Acquisitions, Valuation, Microsoft Excel, Client Development, Investment Advisory, Investment Strategies, ETFs, International Relations, International..., Proxy Voting, Proxy Statements, Market Research, Investments
Education
American University - Kogod School of Business 2008 — 2010
MBA, International Finance and Global Markets
University of Oklahoma 1999 — 2004
BA, International Studies
Kimberly Kirsopp's Merrill Lynch Experience 2006 - 2008
Job Director, IL Compliance at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2011 - Present
Kirsopp Financial Services 2008 - 2011
Merrill Lynch 2006 - 2008
MetLife 1991 - 2006
Skills
Investments, Risk, Portfolio Management, Compliance, Insurance, Mutual Funds, Executive Management, Securities, Series 7, Strategic Financial..., Life Insurance, Enterprise Risk..., Series 63, Risk Management, Financial Risk, Mergers & Acquisitions, Fixed Annuities, Wealth Management, Investment Advisory, Information Security, Retirement Planning, Financial Services, Retirement, Finance
Education
American InterContinental University 2003 — 2004
Loyola University New Orleans 1992 — 1995
Organizational Development
The Guardian Life Insurance Company of America 2011 - Present
Kirsopp Financial Services 2008 - 2011
Merrill Lynch 2006 - 2008
MetLife 1991 - 2006
Skills
Investments, Risk, Portfolio Management, Compliance, Insurance, Mutual Funds, Executive Management, Securities, Series 7, Strategic Financial..., Life Insurance, Enterprise Risk..., Series 63, Risk Management, Financial Risk, Mergers & Acquisitions, Fixed Annuities, Wealth Management, Investment Advisory, Information Security, Retirement Planning, Financial Services, Retirement, Finance
Education
American InterContinental University 2003 — 2004
Loyola University New Orleans 1992 — 1995
Organizational Development
Rouba Khalil's Merrill Lynch Experience February 2007 - March 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
MSCI Barra 2008 - 2010
Merrill Lynch February 2007 - March 2007
Tyros Trading and Contracting Off-Shore May 2005 - January 2007
Bouygues Construction November 2004 - May 2005
Education
Columbia University in the City of New York 2007 — 2008
Master, Operations Research
American University of Beirut 2000 — 2004
Bachelor, Electrical Engineering
MSCI Barra 2008 - 2010
Merrill Lynch February 2007 - March 2007
Tyros Trading and Contracting Off-Shore May 2005 - January 2007
Bouygues Construction November 2004 - May 2005
Education
Columbia University in the City of New York 2007 — 2008
Master, Operations Research
American University of Beirut 2000 — 2004
Bachelor, Electrical Engineering
Sami Idliby's Merrill Lynch Experience 1992 - 2001
Job Managing Director UBS
Industry Financial Services
Experience
UBS April 2002 - Present
Merrill Lynch 1992 - 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1990
Master of Business Administration (MBA), International Finance
American University 1982 — 1986
Ecole des Roches 1975 — 1982
Baccalaureat
UBS April 2002 - Present
Merrill Lynch 1992 - 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1990
Master of Business Administration (MBA), International Finance
American University 1982 — 1986
Ecole des Roches 1975 — 1982
Baccalaureat
Taralynn Ross's Merrill Lynch Experience 2003 - 2005
Job Creative Director at Mambo Sprouts Marketing
Industry Marketing and Advertising
Experience
Mambo Sprouts Marketing 2005 - Present
Merrill Lynch 2003 - 2005
DesignWrite 1996 - 2003
Skills
Typography, Adobe Creative Suite, Web Design, Brochures, Interaction Design, Creative Direction, Illustrator, Art Direction, InDesign
Education
American University 1992 — 1996
BA, graphic design
Mambo Sprouts Marketing 2005 - Present
Merrill Lynch 2003 - 2005
DesignWrite 1996 - 2003
Skills
Typography, Adobe Creative Suite, Web Design, Brochures, Interaction Design, Creative Direction, Illustrator, Art Direction, InDesign
Education
American University 1992 — 1996
BA, graphic design
Jennifer Tschida's Merrill Lynch Experience September 2006 - June 2008
Job Asset Manager at Interbank
Industry Financial Services
Experience
Great Southern Bank April 2012 - August 2012
InterBank September 2009 - April 2012
Merrill Lynch September 2006 - June 2008
GMAC ResCap November 2001 - August 2006
Knutson Mortgage Corporation 1992 - 1999
Skills
Risk Management, Mortgage Lending, Loans, Process Improvement, Financial Analysis, Customer Service
Education
Bemidji State University 2009 — 2011
American River College 1989 — 1991
Accounting, Economics, Business
Great Southern Bank April 2012 - August 2012
InterBank September 2009 - April 2012
Merrill Lynch September 2006 - June 2008
GMAC ResCap November 2001 - August 2006
Knutson Mortgage Corporation 1992 - 1999
Skills
Risk Management, Mortgage Lending, Loans, Process Improvement, Financial Analysis, Customer Service
Education
Bemidji State University 2009 — 2011
American River College 1989 — 1991
Accounting, Economics, Business
Timothy Fouts's Merrill Lynch Experience January 2000 - August 2004
Job Executive Vice President & Manager Corporate & Healthcare Banking at Franklin Synergy Bank
Industry Banking
Experience
Franklin Synergy Bank April 2015 - Present
CapStar Bank January 2013 - Present
CapStar Bank February 2008 - January 2013
JPMorgan Chase August 2004 - January 2008
Merrill Lynch January 2000 - August 2004
Skills
Cash Flow Lending, Customer Service, Wealth Management, Corporate Finance, Due Diligence, Business Development, P&L Management, Business Planning
Education
University of Colorado
Bachelor of Arts (BA)
University of Maryland College Park
Bachelor of Science (B.S.), Finance
American University
Master of Arts (MA)
Franklin Synergy Bank April 2015 - Present
CapStar Bank January 2013 - Present
CapStar Bank February 2008 - January 2013
JPMorgan Chase August 2004 - January 2008
Merrill Lynch January 2000 - August 2004
Skills
Cash Flow Lending, Customer Service, Wealth Management, Corporate Finance, Due Diligence, Business Development, P&L Management, Business Planning
Education
University of Colorado
Bachelor of Arts (BA)
University of Maryland College Park
Bachelor of Science (B.S.), Finance
American University
Master of Arts (MA)
Richard Stolar's Merrill Lynch Experience July 2000 - April 2009
Job Financial Advisor/Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Merrill Lynch July 2000 - April 2009
Education
American University
Bachelor's Degree, Accounting and Business/Management
Wells Fargo Advisors April 2009 - Present
Merrill Lynch July 2000 - April 2009
Education
American University
Bachelor's Degree, Accounting and Business/Management
Constance A. Gibbons's Merrill Lynch Experience 1986 - 1998
Job CEO at Eaton Assocs.
Industry Financial Services
Experience
Eaton Assocs. 2001 - Present
Union Bank of Switzerland January 1998 - January 2001
Merrill Lynch 1986 - 1998
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Macro Economics
American University 1976 — 1978
MA, Economics
Eaton Assocs. 2001 - Present
Union Bank of Switzerland January 1998 - January 2001
Merrill Lynch 1986 - 1998
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Macro Economics
American University 1976 — 1978
MA, Economics
Sheila Kilkelly's Merrill Lynch Experience 2007 - 2007
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
Massachusetts Bar Examinee July 2013 May 2013 - August 2013
American University Washington College of Law General Practice Clinic January 2013 - May 2013
American University Washington College of Law August 2010 - May 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2012 - July 2012
United States District Court for the District of Columbia, The Honorable Reggie B. Walton May 2011 - August 2011
Navigant Consulting August 2008 - August 2010
Merrill Lynch 2007 - 2007
Education
American University, Washington College of Law 2010 — 2013
J.D., summa cum laude; Order of the Coif
Wake Forest University 2004 — 2008
BS, Business, cum laude
Needham High School 2000 — 2004
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
Massachusetts Bar Examinee July 2013 May 2013 - August 2013
American University Washington College of Law General Practice Clinic January 2013 - May 2013
American University Washington College of Law August 2010 - May 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2012 - July 2012
United States District Court for the District of Columbia, The Honorable Reggie B. Walton May 2011 - August 2011
Navigant Consulting August 2008 - August 2010
Merrill Lynch 2007 - 2007
Education
American University, Washington College of Law 2010 — 2013
J.D., summa cum laude; Order of the Coif
Wake Forest University 2004 — 2008
BS, Business, cum laude
Needham High School 2000 — 2004
Crystal Gresham's Merrill Lynch Experience 2001 - Present
Job Human Resource Professional
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
NationalHR August 1999 - July 2000
Mellon Financial 1997 - 2000
Metropolitan Richmond Hospital April 1995 - June 1997
Education
American InterContinental University
BA, Management
Merrill Lynch 2001 - Present
NationalHR August 1999 - July 2000
Mellon Financial 1997 - 2000
Metropolitan Richmond Hospital April 1995 - June 1997
Education
American InterContinental University
BA, Management
Stefanie Sancho, PMP's Merrill Lynch Experience 1999 - 2006
Job Experienced Program Management Leader, Portfolio Management, Business Process Improvement & Change Management Expert
Industry Information Technology and Services
Experience
Prudential Financial July 2014 - Present
Dun and Bradstreet May 2013 - July 2014
Dun and Bradstreet March 2012 - May 2013
Dun & Bradstreet September 2010 - March 2012
D&B June 2009 - September 2010
Dun & Bradstreet May 2006 - June 2009
Merrill Lynch 1999 - 2006
Skills
PMP certified, Program Management, Management, PMO, Six Sigma, Leadership Development, Recruiting, Software Development, Onboarding, Business Analysis, SDLC, Vendor Management, Change Management, Project Management, Process Improvement, Project Portfolio..., Change Control, PMP, Leadership, Release Management, Strategy, Risk Assessment, Project Planning, Cross-functional Team..., Strategic Planning
Education
American InterContinental University
Bachelors, Business Administration, HR Concentration
Prudential Financial July 2014 - Present
Dun and Bradstreet May 2013 - July 2014
Dun and Bradstreet March 2012 - May 2013
Dun & Bradstreet September 2010 - March 2012
D&B June 2009 - September 2010
Dun & Bradstreet May 2006 - June 2009
Merrill Lynch 1999 - 2006
Skills
PMP certified, Program Management, Management, PMO, Six Sigma, Leadership Development, Recruiting, Software Development, Onboarding, Business Analysis, SDLC, Vendor Management, Change Management, Project Management, Process Improvement, Project Portfolio..., Change Control, PMP, Leadership, Release Management, Strategy, Risk Assessment, Project Planning, Cross-functional Team..., Strategic Planning
Education
American InterContinental University
Bachelors, Business Administration, HR Concentration
Peter Mielnicki's Merrill Lynch Experience June 2006 - August 2006
Job M.Arch Candidate Columbia University GSAPP
Industry Architecture & Planning
Experience
Lacaton&Vassal June 2014 - August 2014
Institute of International Finance November 2008 - March 2013
Citi Group June 2007 - August 2007
Massimo&Chatelain April 2007 - August 2007
Merrill Lynch June 2006 - August 2006
US Senate February 2006 - April 2006
Skills
Emerging Markets, Economics, Bloomberg, Capital Markets, Statistics, Writing, Policy
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2013 — 2016
Master’s Degree, Architecture
USDA Graduate School, Washington DC 2012 — 2013
Statistics
Hendrix College 2004 — 2008
BA, Economics
American University 2006 — 2006
Lycée Madeleine Michelis 2002 — 2003
1re Scientifique
Lacaton&Vassal June 2014 - August 2014
Institute of International Finance November 2008 - March 2013
Citi Group June 2007 - August 2007
Massimo&Chatelain April 2007 - August 2007
Merrill Lynch June 2006 - August 2006
US Senate February 2006 - April 2006
Skills
Emerging Markets, Economics, Bloomberg, Capital Markets, Statistics, Writing, Policy
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2013 — 2016
Master’s Degree, Architecture
USDA Graduate School, Washington DC 2012 — 2013
Statistics
Hendrix College 2004 — 2008
BA, Economics
American University 2006 — 2006
Lycée Madeleine Michelis 2002 — 2003
1re Scientifique
M. Afsar Ahmed's Merrill Lynch Experience May 2005 - February 2014
Job Pricing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Merrill Lynch May 2005 - February 2014
JPMorgan Chase 2001 - 2005
Wachovia Bank 1995 - 2001
Skills
Portfolio Management, Credit Cards, Credit, Banking, Vendor Management, Investments, Risk Management, Capital Markets, Retail Banking, Commercial Lending, Credit Risk, Wealth Management, Derivatives, Commercial Banking, Private Banking, Credit Analysis, Mortgage Lending, Loans, Asset Managment, Cash Management, Management Consulting, Market Risk, Equities, Valuation, Securities, Treasury Management, Relationship Management, Series 63, Asset Management, Financial Modeling, Financial Services, Mutual Funds, Series 7, Investment Banking, Fixed Income, Financial Advisory
Education
American University 1991 — 1993
MBA
Washington University in St. Louis 1987 — 1991
BS, Electrical Engineering
Wells Fargo March 2014 - Present
Merrill Lynch May 2005 - February 2014
JPMorgan Chase 2001 - 2005
Wachovia Bank 1995 - 2001
Skills
Portfolio Management, Credit Cards, Credit, Banking, Vendor Management, Investments, Risk Management, Capital Markets, Retail Banking, Commercial Lending, Credit Risk, Wealth Management, Derivatives, Commercial Banking, Private Banking, Credit Analysis, Mortgage Lending, Loans, Asset Managment, Cash Management, Management Consulting, Market Risk, Equities, Valuation, Securities, Treasury Management, Relationship Management, Series 63, Asset Management, Financial Modeling, Financial Services, Mutual Funds, Series 7, Investment Banking, Fixed Income, Financial Advisory
Education
American University 1991 — 1993
MBA
Washington University in St. Louis 1987 — 1991
BS, Electrical Engineering
Kimberly Tilton's Merrill Lynch Experience February 2007 - December 2008
Job New York Life Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Wells Fargo December 2010 - February 2015
Merrill Lynch February 2007 - December 2008
Southwest Airlines October 1996 - February 2007
Skills
Life Insurance, Customer Service, Sales, Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Risk Management, Retirement Planning, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Wealth Management
Education
American Academy of Dramatic Arts-Los Angeles 2004 — 2006
Certificate, Theatre/Theater
University of California, Santa Cruz 1983 — 1986
Sociology
New York Life Insurance Company August 2015 - Present
Wells Fargo December 2010 - February 2015
Merrill Lynch February 2007 - December 2008
Southwest Airlines October 1996 - February 2007
Skills
Life Insurance, Customer Service, Sales, Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Risk Management, Retirement Planning, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Wealth Management
Education
American Academy of Dramatic Arts-Los Angeles 2004 — 2006
Certificate, Theatre/Theater
University of California, Santa Cruz 1983 — 1986
Sociology
Rebecca Callahan's Merrill Lynch Experience 1996 - 2002
Job Senior Vice President Recruiting at Citi
Industry Human Resources
Experience
Citi 2011 - Present
CSX Transportation May 2004 - August 2008
HR Consulting January 2002 - May 2004
Merrill Lynch 1996 - 2002
US Personnel January 1990 - October 1995
Florida Department of Commerce, London England 1988 - 1989
U.S. House of Representatives October 1987 - May 1988
Jaksonville Chambe of Commerce 1985 - 1986
Skills
Employee Relations, Human Resources, Talent Acquisition, Career Counseling, Change Management, Training, Recruiting, Temporary Placement, Program Management, Resume Writing, Talent Management, Applicant Tracking..., Employee Engagement, Executive Coaching, Entrepreneurship, Onboarding, Organizational..., Succession Planning, Start-ups, Technical Recruiting, HRIS, Employee Benefits, Vendor Management, HR Consulting, Financial Services, Relationship Management, Sourcing, Workforce Planning, Business Analysis, Performance Management, Background Checks, Deferred Compensation
Education
American University 1985 — 1988
BA, International Business/Relations
Jacksonville Episcopal High School 1977 — 1983
Richmond, The American International University in London
International Business
Citi 2011 - Present
CSX Transportation May 2004 - August 2008
HR Consulting January 2002 - May 2004
Merrill Lynch 1996 - 2002
US Personnel January 1990 - October 1995
Florida Department of Commerce, London England 1988 - 1989
U.S. House of Representatives October 1987 - May 1988
Jaksonville Chambe of Commerce 1985 - 1986
Skills
Employee Relations, Human Resources, Talent Acquisition, Career Counseling, Change Management, Training, Recruiting, Temporary Placement, Program Management, Resume Writing, Talent Management, Applicant Tracking..., Employee Engagement, Executive Coaching, Entrepreneurship, Onboarding, Organizational..., Succession Planning, Start-ups, Technical Recruiting, HRIS, Employee Benefits, Vendor Management, HR Consulting, Financial Services, Relationship Management, Sourcing, Workforce Planning, Business Analysis, Performance Management, Background Checks, Deferred Compensation
Education
American University 1985 — 1988
BA, International Business/Relations
Jacksonville Episcopal High School 1977 — 1983
Richmond, The American International University in London
International Business
Natalia Crofut's Merrill Lynch Experience 2006 - 2008
Job Finance, Operations, Strategic planning
Industry Logistics and Supply Chain
Experience
Crofut Consulting LLC 2011 - Present
Ricoh Americas Corporation February 2011 - Present
InfoPrint Solutions (now Ricoh Production Print Solutions) 2009 - 2011
Merrill Lynch 2006 - 2008
Saint-Gobain Abrasives September 2001 - July 2005
Compagnie de Saint-Gobain September 1998 - September 2001
Credit Lyonnais September 1993 - September 1998
Credit Lyonnais September 1992 - September 1993
Skills
Business Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Management, Supply Chain, Business Analysis, Startup Marketing, Risk Management, Entrepreneurial Finance, Startup Development, Entrepreneurship, Cash Flow Forecasting, Cash Management, Strategic Financial..., Operations Management, Account Management, Budgets, Contract Negotiation, Negotiation, Logistics, Financial Accounting, Treasury Management, Vendor Management, Customer Relations, Manufacturing, Start-ups, Leadership, Strategy, Finance, Project Management, Cross-functional Team..., Business Development, Investments, Marketing Strategy, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance & Operations
Institut d'Etudes politiques de Paris / Sciences Po Paris 1985 — 1989
Masters, Business and Finance
American University
Bachelor of Arts (B.A.), International Relations
Crofut Consulting LLC 2011 - Present
Ricoh Americas Corporation February 2011 - Present
InfoPrint Solutions (now Ricoh Production Print Solutions) 2009 - 2011
Merrill Lynch 2006 - 2008
Saint-Gobain Abrasives September 2001 - July 2005
Compagnie de Saint-Gobain September 1998 - September 2001
Credit Lyonnais September 1993 - September 1998
Credit Lyonnais September 1992 - September 1993
Skills
Business Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Management, Supply Chain, Business Analysis, Startup Marketing, Risk Management, Entrepreneurial Finance, Startup Development, Entrepreneurship, Cash Flow Forecasting, Cash Management, Strategic Financial..., Operations Management, Account Management, Budgets, Contract Negotiation, Negotiation, Logistics, Financial Accounting, Treasury Management, Vendor Management, Customer Relations, Manufacturing, Start-ups, Leadership, Strategy, Finance, Project Management, Cross-functional Team..., Business Development, Investments, Marketing Strategy, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance & Operations
Institut d'Etudes politiques de Paris / Sciences Po Paris 1985 — 1989
Masters, Business and Finance
American University
Bachelor of Arts (B.A.), International Relations
Ryan Larkin's Merrill Lynch Experience 1999 - 2008
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
Skills
Risk Management
Education
Seton Hall University School of Law
J.D.
American University - Kogod School of Business
M.B.A., Finance/IT Management
University of Richmond
B.S., Business Administration
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
Skills
Risk Management
Education
Seton Hall University School of Law
J.D.
American University - Kogod School of Business
M.B.A., Finance/IT Management
University of Richmond
B.S., Business Administration
Rami Rahal's Merrill Lynch Experience August 2007 - September 2007
Job General Partner at Blue Cloud Ventures
Industry Venture Capital & Private Equity
Experience
Blue Cloud Ventures October 2012 - Present
Madison Park Group June 2011 - December 2012
Accenture March 2010 - May 2011
Jot Messenger March 2009 - December 2009
BNY Mellon June 2008 - August 2008
Merrill Lynch August 2007 - September 2007
Skills
Financial Modeling, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Market Analysis, Private Equity, Strategic Consulting, Arabic, French, Quantitative Finance, Structured Finance, SaaS, Enterprise Software, Cloud Computing, Start-ups, Entrepreneurship, Strategy, Risk Management, Emerging Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MSc, Operations Research
American University of Beirut 2004 — 2008
BEng, Mech Engineering
Notre Dame de Jamhour
Blue Cloud Ventures October 2012 - Present
Madison Park Group June 2011 - December 2012
Accenture March 2010 - May 2011
Jot Messenger March 2009 - December 2009
BNY Mellon June 2008 - August 2008
Merrill Lynch August 2007 - September 2007
Skills
Financial Modeling, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Market Analysis, Private Equity, Strategic Consulting, Arabic, French, Quantitative Finance, Structured Finance, SaaS, Enterprise Software, Cloud Computing, Start-ups, Entrepreneurship, Strategy, Risk Management, Emerging Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MSc, Operations Research
American University of Beirut 2004 — 2008
BEng, Mech Engineering
Notre Dame de Jamhour
Andres Schupansky's Merrill Lynch Experience June 1999 - July 2001
Job Senior Tech at Merrill Lynch
Industry Financial Services
Experience
BlackRock June 2007 - Present
BlackRock Solutions June 2007 - Present
Unisys October 2001 - Present
Merrill Lynch June 1999 - July 2001
BlackRock/Merrill Lynch Investment Managers 1999 - July 2001
Paragon May 2001 - May 2001
BlueCross BlueShield of SC March 2000 - August 2000
Paragon/AT&T June 1996 - June 1999
Skills
Sybase, SDLC, Disaster Recovery, Unix, Perl, ITIL, Vendor Management, Bloomberg, Microsoft SQL Server, Business Analysis, IT Management, SQL, SCCM, Citrix, Weblogic, Enterprise Architecture, Microsoft Exchange, Data Center, Integration
Education
American College of Computer and Information Sciences 2009 — 2011
MBA-MIS, Information Systems and Intelligence
American College of Computer and Information Sciences 2007 — 2009
cs, management information science
New Jersey Institute of Technology 1992 — 1993
mecheng, mechanical eng
Rutgers University-New Brunswick 1989 — 1992
meche, computer science
BlackRock June 2007 - Present
BlackRock Solutions June 2007 - Present
Unisys October 2001 - Present
Merrill Lynch June 1999 - July 2001
BlackRock/Merrill Lynch Investment Managers 1999 - July 2001
Paragon May 2001 - May 2001
BlueCross BlueShield of SC March 2000 - August 2000
Paragon/AT&T June 1996 - June 1999
Skills
Sybase, SDLC, Disaster Recovery, Unix, Perl, ITIL, Vendor Management, Bloomberg, Microsoft SQL Server, Business Analysis, IT Management, SQL, SCCM, Citrix, Weblogic, Enterprise Architecture, Microsoft Exchange, Data Center, Integration
Education
American College of Computer and Information Sciences 2009 — 2011
MBA-MIS, Information Systems and Intelligence
American College of Computer and Information Sciences 2007 — 2009
cs, management information science
New Jersey Institute of Technology 1992 — 1993
mecheng, mechanical eng
Rutgers University-New Brunswick 1989 — 1992
meche, computer science
Al Lupcho's Merrill Lynch Experience January 2010 - Present
Job Director / Managed Products at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
merrill lynch 2005 - 2009
Skills
Series 7, Series 24, Investment Advisory, Insurance, Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Risk Management, Securities, Series 63, Wealth Management, Financial Services, Retirement Planning
Education
American University 1987 — 1991
BS, Finance
American University - Kogod School of Business 1987 — 1991
BS, Finance
Merrill Lynch January 2010 - Present
merrill lynch 2005 - 2009
Skills
Series 7, Series 24, Investment Advisory, Insurance, Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Risk Management, Securities, Series 63, Wealth Management, Financial Services, Retirement Planning
Education
American University 1987 — 1991
BS, Finance
American University - Kogod School of Business 1987 — 1991
BS, Finance
Annah Kim's Merrill Lynch Experience February 2006 - May 2010
Job PJT Partners LP
Industry Financial Services
Experience
PJT Partners LP June 2015 - Present
JPMorgan Chase October 2013 - April 2014
Bank of America Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2006 - May 2010
Boston Stock Exchange (Boston Options Exchange) July 2004 - January 2006
TradingLab, Inc. February 2002 - June 2004
O1, Inc - DealComposer 2001 - January 2002
Citibank 1998 - 2001
RBS Greenwich Capital (fka Greenwich Capital Markets) 1997 - 1998
US Securities and Exchange Commission March 1993 - December 1996
Skills
Series 7, Series 24...
Education
American University Washington College of Law 1989 — 1992
JD, Law
University of Michigan 1984 — 1989
BA, English
PJT Partners LP June 2015 - Present
JPMorgan Chase October 2013 - April 2014
Bank of America Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2006 - May 2010
Boston Stock Exchange (Boston Options Exchange) July 2004 - January 2006
TradingLab, Inc. February 2002 - June 2004
O1, Inc - DealComposer 2001 - January 2002
Citibank 1998 - 2001
RBS Greenwich Capital (fka Greenwich Capital Markets) 1997 - 1998
US Securities and Exchange Commission March 1993 - December 1996
Skills
Series 7, Series 24...
Education
American University Washington College of Law 1989 — 1992
JD, Law
University of Michigan 1984 — 1989
BA, English
Penelope Hamourgas's Merrill Lynch Experience June 2006 - December 2006
Job Co Founder at Bond Voyage
Industry Leisure, Travel & Tourism
Experience
Bond Voyage January 2015 - Present
NPPE Corporation May 2007 - Present
Babson College May 2012 - May 2013
LPL Financial September 2009 - June 2011
Merrill Lynch June 2006 - December 2006
NATIONAL BANK OF THE GREECE January 2004 - May 2005
Skills
CFA Level II Candidate, Advanced Excel,..., SAS, Bloomberg Terminal, Valuation Modeling, Strategic Financial..., Eviews, Statistical Tools, Fixed Income, Financial Modeling, Chartered Financial..., Bloomberg, Investments, Capital Markets, Equity Valuation, Corporate Finance, Equities, Financial Analysis, Equity Research, Capital IQ, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Strategy and Entrepreneurship
Northeastern University 2005 — 2007
Bachelor of Science Degree, Business Administration; Finance
American College of Thessaloniki 2003 — 2005
Bachelor of Science Degree, Business Administration
Bond Voyage January 2015 - Present
NPPE Corporation May 2007 - Present
Babson College May 2012 - May 2013
LPL Financial September 2009 - June 2011
Merrill Lynch June 2006 - December 2006
NATIONAL BANK OF THE GREECE January 2004 - May 2005
Skills
CFA Level II Candidate, Advanced Excel,..., SAS, Bloomberg Terminal, Valuation Modeling, Strategic Financial..., Eviews, Statistical Tools, Fixed Income, Financial Modeling, Chartered Financial..., Bloomberg, Investments, Capital Markets, Equity Valuation, Corporate Finance, Equities, Financial Analysis, Equity Research, Capital IQ, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Strategy and Entrepreneurship
Northeastern University 2005 — 2007
Bachelor of Science Degree, Business Administration; Finance
American College of Thessaloniki 2003 — 2005
Bachelor of Science Degree, Business Administration
Mark Jacobsen's Merrill Lynch Experience 2009 - May 2013
Job Lead Programmer/Analyst at Grand Sierra Resort
Industry Information Technology and Services
Experience
Grand Sierra Resort June 2014 - Present
Bank of America 2009 - May 2013
Merrill Lynch 2009 - May 2013
Banc of America Securities 2002 - 2009
Kforce Technology Staffing 1998 - 2002
Harrah's Entertainment 1992 - 1998
Skills
DB2, Software Development, SQL, Oracle, SDLC, RPG, IBM AS/400, ILE, IBM iSeries, Java
Education
University of California, Berkeley - Extension 2002 — 2002
Java Programming
Truckee Meadows Community College 1991 — 1992
RPG, Advanced RPG Programming
Lake Tahoe Community College 1991 — 1991
C Programming
American River College 1985 — 1987
Associate's degree
Moorpark College 1982 — 1983
Computer Science, Mathematics
Grand Sierra Resort June 2014 - Present
Bank of America 2009 - May 2013
Merrill Lynch 2009 - May 2013
Banc of America Securities 2002 - 2009
Kforce Technology Staffing 1998 - 2002
Harrah's Entertainment 1992 - 1998
Skills
DB2, Software Development, SQL, Oracle, SDLC, RPG, IBM AS/400, ILE, IBM iSeries, Java
Education
University of California, Berkeley - Extension 2002 — 2002
Java Programming
Truckee Meadows Community College 1991 — 1992
RPG, Advanced RPG Programming
Lake Tahoe Community College 1991 — 1991
C Programming
American River College 1985 — 1987
Associate's degree
Moorpark College 1982 — 1983
Computer Science, Mathematics
Fran Bernstein's Merrill Lynch Experience November 1977 - December 2001
Job Senior Tax Preparer at H & R Block
Industry Financial Services
Experience
H & R Block January 2003 - Present
Merrill Lynch November 1977 - December 2001
Education
New York University 1972 — 1976
MBA, Finance
American University 1966 — 1970
BSBA, Computer Systems
H & R Block January 2003 - Present
Merrill Lynch November 1977 - December 2001
Education
New York University 1972 — 1976
MBA, Finance
American University 1966 — 1970
BSBA, Computer Systems
JESSICA WILLIS, MBA's Merrill Lynch Experience May 2006 - May 2012
Job Business Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Merrill Lynch May 2006 - May 2012
Bank of America January 2006 - April 2012
Progressive Health Care September 2005 - February 2006
Atlantic Transportation September 2004 - December 2005
Skills
Analysis, Budgets, Business Strategy, Business Planning, Change Management, Customer Satisfaction, Customer Service, Forecasting, Leadership, Management, Process Improvement, Small Business, Sales, Strategic Financial..., Training, B2B, Credit
Education
American InterContinental University 2010 — 2011
MBA, Finance and Accounting
Georgia State University 2000 — 2004
Bachelor of Arts, Spanish & International Business
Wells Fargo January 2013 - Present
Merrill Lynch May 2006 - May 2012
Bank of America January 2006 - April 2012
Progressive Health Care September 2005 - February 2006
Atlantic Transportation September 2004 - December 2005
Skills
Analysis, Budgets, Business Strategy, Business Planning, Change Management, Customer Satisfaction, Customer Service, Forecasting, Leadership, Management, Process Improvement, Small Business, Sales, Strategic Financial..., Training, B2B, Credit
Education
American InterContinental University 2010 — 2011
MBA, Finance and Accounting
Georgia State University 2000 — 2004
Bachelor of Arts, Spanish & International Business
Edward Preble's Merrill Lynch Experience 2006 - 2008
Job Commercial Advisor National U.S based sales
Industry Dairy
Experience
Gloria February 2015 - Present
PebleFamily R inc. March 2012 - January 2015
PrebleFamilyR Inc 2009 - January 2015
Merrill Lynch 2006 - 2008
morgan stanley 2001 - 2005
Skills
Business Strategy, Strategic Planning, B2B Marketing, Corporate Development, Corporate Sales..., Sales, Consulting, People Skills, Executive Reporting, Consultative Sales..., Consultative Selling..., International Sales, International Project..., Finance, Fixed Income, Leadership, Strategy, Financial Modeling, Asset Management, Negotiation, Sales Management
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA)
Florida International University - College of Business Administration 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
American University - Kogod School of Business 1992 — 1996
Bachelor of Business Administration (BBA), International Business
portsmouth abbey school 1987 — 1991
High School Diploma
Franklin Delano Roosevelt 1983 — 1987
Gloria February 2015 - Present
PebleFamily R inc. March 2012 - January 2015
PrebleFamilyR Inc 2009 - January 2015
Merrill Lynch 2006 - 2008
morgan stanley 2001 - 2005
Skills
Business Strategy, Strategic Planning, B2B Marketing, Corporate Development, Corporate Sales..., Sales, Consulting, People Skills, Executive Reporting, Consultative Sales..., Consultative Selling..., International Sales, International Project..., Finance, Fixed Income, Leadership, Strategy, Financial Modeling, Asset Management, Negotiation, Sales Management
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA)
Florida International University - College of Business Administration 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
American University - Kogod School of Business 1992 — 1996
Bachelor of Business Administration (BBA), International Business
portsmouth abbey school 1987 — 1991
High School Diploma
Franklin Delano Roosevelt 1983 — 1987
Janette Hunt's Merrill Lynch Experience June 2002 - February 2006
Job VP Human Resources and Director of Organizational Development
Industry Human Resources
Experience
USP, LLC September 2014 - Present
Janette Hunt - Consulting 2009 - Present
OHES PTO 2008 - 2010
Merrill Lynch June 2002 - February 2006
Merrill Lynch 1998 - 2004
Skills
Benefits Administration, Human Resources, Management, Personnel Management, Policy, Leadership, Process Improvement, Strategic Planning, Team Building, Program Management
Education
Penn State University 2014 — 2018
Bachelor's degree, Labor Employment Relations/Org. Leadership
American InterContinental University 2003 — 2005
Associate's Degree, Business Administration and Management, General, 3.96
USP, LLC September 2014 - Present
Janette Hunt - Consulting 2009 - Present
OHES PTO 2008 - 2010
Merrill Lynch June 2002 - February 2006
Merrill Lynch 1998 - 2004
Skills
Benefits Administration, Human Resources, Management, Personnel Management, Policy, Leadership, Process Improvement, Strategic Planning, Team Building, Program Management
Education
Penn State University 2014 — 2018
Bachelor's degree, Labor Employment Relations/Org. Leadership
American InterContinental University 2003 — 2005
Associate's Degree, Business Administration and Management, General, 3.96
Brian Woldow's Merrill Lynch Experience July 2011 - Present
Job Managing Director & Compliance Executive
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch February 2009 - July 2011
Bank of America November 2005 - July 2011
O'Melveny and Myers March 2004 - November 2005
FINRA September 2001 - March 2004
Skills
Alternative Investments, Investment Management, Securities, Securities Regulation, Financial Advisory, Broker-Dealer, Due Diligence, FINRA, Wealth Management..., Mutual Funds, Asset Management, Hedge Funds, Investments
Education
Boston University School of Law 2006 — 2008
LLM, Banking and Financial Law
American University, Washington College of Law 1998 — 2001
JD
Lafayette College 1994 — 1998
AB, Economics & Business
Merrill Lynch July 2011 - Present
Merrill Lynch February 2009 - July 2011
Bank of America November 2005 - July 2011
O'Melveny and Myers March 2004 - November 2005
FINRA September 2001 - March 2004
Skills
Alternative Investments, Investment Management, Securities, Securities Regulation, Financial Advisory, Broker-Dealer, Due Diligence, FINRA, Wealth Management..., Mutual Funds, Asset Management, Hedge Funds, Investments
Education
Boston University School of Law 2006 — 2008
LLM, Banking and Financial Law
American University, Washington College of Law 1998 — 2001
JD
Lafayette College 1994 — 1998
AB, Economics & Business
Jill Hiat's Merrill Lynch Experience August 1983 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1983 - Present
Skills
Series 7, Series 66, Fluent in Spanish, Client Services, Training
Education
American University 1980 — 1983
Bachelor of Arts, Spanish
Merrill Lynch August 1983 - Present
Skills
Series 7, Series 66, Fluent in Spanish, Client Services, Training
Education
American University 1980 — 1983
Bachelor of Arts, Spanish
Nicholas A. Felici, Jr.'s Merrill Lynch Experience June 2010 - September 2010
Job Senior Analyst at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. June 2011 - Present
Merrill Lynch June 2010 - September 2010
Bennett Group Financial Services, LLC January 2010 - July 2010
Skills
Mutual Funds, Bloomberg, Financial Analysis, Electronic Trading, Alternative Investments, Trading Systems, Microsoft Excel, Salesforce.com, Portfolio Management, Trading, Sales, Finance, CRM, Fixed Income Analysis, Convertible Bonds, Investment Management, Longview
Education
Gettysburg College 2007 — 2011
B.A., Business Management
American University 2010 — 2010
International Business and Trade Seminar
Wellesley Investment Advisors, Inc. June 2011 - Present
Merrill Lynch June 2010 - September 2010
Bennett Group Financial Services, LLC January 2010 - July 2010
Skills
Mutual Funds, Bloomberg, Financial Analysis, Electronic Trading, Alternative Investments, Trading Systems, Microsoft Excel, Salesforce.com, Portfolio Management, Trading, Sales, Finance, CRM, Fixed Income Analysis, Convertible Bonds, Investment Management, Longview
Education
Gettysburg College 2007 — 2011
B.A., Business Management
American University 2010 — 2010
International Business and Trade Seminar
Mehdi Ghorbel's Merrill Lynch Experience July 2007 - December 2007
Job Student at American University
Industry International Trade and Development
Experience
Embassy of France in the United States January 2010 - Present
UBIFRANCE - The French Agency for International Business Development July 2009 - December 2009
Merrill Lynch July 2007 - December 2007
Education
2010 — 2010
Washington Semester Program, International Business and Trade
Euromed Management Business School 2008 — 2010
Master of Sciences in Management, Management
René Descartes University Paris 5 2003 — 2008
Undergraduate degree, Quantitative Economy
René Descartes University Paris 5 2002 — 2003
P.C.E.M, Medical College of Necker
Embassy of France in the United States January 2010 - Present
UBIFRANCE - The French Agency for International Business Development July 2009 - December 2009
Merrill Lynch July 2007 - December 2007
Education
2010 — 2010
Washington Semester Program, International Business and Trade
Euromed Management Business School 2008 — 2010
Master of Sciences in Management, Management
René Descartes University Paris 5 2003 — 2008
Undergraduate degree, Quantitative Economy
René Descartes University Paris 5 2002 — 2003
P.C.E.M, Medical College of Necker
Caitlin Bokulic's Merrill Lynch Experience June 2006 - January 2008
Job Economist at the Internal Revenue Service
Industry Public Policy
Experience
Internal Revenue Service, Statistics of Income Division September 2010 - Present
IDS, LLC September 2010 - Present
British Embassey December 2009 - May 2010
Merrill Lynch June 2006 - January 2008
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Economics, Public Policy, Stata, SAS programming, SQL
Education
American University 2009 — 2011
Masters in Economics
Saint Louis University 2005 — 2009
Bachelor's of Science in Business Administration, Economics, International Business & Spanish
Internal Revenue Service, Statistics of Income Division September 2010 - Present
IDS, LLC September 2010 - Present
British Embassey December 2009 - May 2010
Merrill Lynch June 2006 - January 2008
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Economics, Public Policy, Stata, SAS programming, SQL
Education
American University 2009 — 2011
Masters in Economics
Saint Louis University 2005 — 2009
Bachelor's of Science in Business Administration, Economics, International Business & Spanish
Matthew Ramsdell's Merrill Lynch Experience March 2005 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
The World Bank June 2003 - June 2004
Chevy Chase Bank, FSB January 1998 - June 2000
Education
University of Maryland, College
BA, English
American University - Kogod School of Business
MBA
Merrill Lynch March 2005 - Present
The World Bank June 2003 - June 2004
Chevy Chase Bank, FSB January 1998 - June 2000
Education
University of Maryland, College
BA, English
American University - Kogod School of Business
MBA
Louis Yammine's Merrill Lynch Experience September 2011 - February 2013
Job Project Manager of Financial Engineering and Investment at HotelDieu de France
Industry Financial Services
Experience
Hotel-Dieu De France Hospital September 2013 - Present
Inmay Capital Management February 2013 - Present
Merrill Lynch September 2011 - February 2013
George Washington University September 2010 - September 2011
Allianz May 2009 - September 2009
Skills
Econometrics, Monetary Theory, Modern Portfolio Theory, Development Economics, Capital Markets Analysis, Quantitative Finance, Corporate Finance, Bloomberg, Financial Modeling, Economics, Investments, Wealth Management, Mutual Funds, Valuation, Capital Markets, Finance, Equities, Hedge Funds
Education
The George Washington University - School of Business 2010 — 2012
MS, Quantitative Finance
American University of Beirut 2006 — 2010
BA, Economics
College Notre dame de Jamhour 1993 — 2006
Hotel-Dieu De France Hospital September 2013 - Present
Inmay Capital Management February 2013 - Present
Merrill Lynch September 2011 - February 2013
George Washington University September 2010 - September 2011
Allianz May 2009 - September 2009
Skills
Econometrics, Monetary Theory, Modern Portfolio Theory, Development Economics, Capital Markets Analysis, Quantitative Finance, Corporate Finance, Bloomberg, Financial Modeling, Economics, Investments, Wealth Management, Mutual Funds, Valuation, Capital Markets, Finance, Equities, Hedge Funds
Education
The George Washington University - School of Business 2010 — 2012
MS, Quantitative Finance
American University of Beirut 2006 — 2010
BA, Economics
College Notre dame de Jamhour 1993 — 2006
Joe Gierut's Merrill Lynch Experience May 2011 - August 2011
Job Deputy Communications Director at Todd Young for U.S. Senate
Industry Political Organization
Experience
Friends of Todd Young August 2015 - Present
U.S. House of Representatives February 2015 - August 2015
U.S. House of Representatives June 2014 - February 2015
Salt River Project March 2014 - June 2014
Rep. Adam Kinzinger August 2013 - December 2013
U.S. Senator Rob Portman (R-OH) January 2013 - May 2013
Merrill Lynch May 2011 - August 2011
Naperville Park District April 2010 - August 2010
Skills
Social Media, Event Planning, Leadership, Public Speaking, Research, PowerPoint, Microsoft Word, Microsoft Office, Political Campaigns, Community Outreach, Microsoft Excel, Facebook
Education
American University 2013 — 2015
Master of Arts (M.A.), American Government and Politics (United States)
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Friends of Todd Young August 2015 - Present
U.S. House of Representatives February 2015 - August 2015
U.S. House of Representatives June 2014 - February 2015
Salt River Project March 2014 - June 2014
Rep. Adam Kinzinger August 2013 - December 2013
U.S. Senator Rob Portman (R-OH) January 2013 - May 2013
Merrill Lynch May 2011 - August 2011
Naperville Park District April 2010 - August 2010
Skills
Social Media, Event Planning, Leadership, Public Speaking, Research, PowerPoint, Microsoft Word, Microsoft Office, Political Campaigns, Community Outreach, Microsoft Excel, Facebook
Education
American University 2013 — 2015
Master of Arts (M.A.), American Government and Politics (United States)
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Deanna Norris's Merrill Lynch Experience September 2005 - April 2012
Job Sr. Manager, Branch Operations at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial March 2013 - Present
Merrill Lynch September 2005 - April 2012
New York Life Insurance Company November 2004 - September 2005
American Express November 2003 - November 2004
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, CA Insurance License, Compliance, Self-driven, Customer Service, Highly detail oriented, Proficient Communicator, Experience working with..., Multi Tasking, Organizational..., Process Improvement, Risk Management, Insurance, Investments, Wealth Management
Education
American InterContinental University
Business Administration, Finance
Platt College-Ontario
E*TRADE Financial March 2013 - Present
Merrill Lynch September 2005 - April 2012
New York Life Insurance Company November 2004 - September 2005
American Express November 2003 - November 2004
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, CA Insurance License, Compliance, Self-driven, Customer Service, Highly detail oriented, Proficient Communicator, Experience working with..., Multi Tasking, Organizational..., Process Improvement, Risk Management, Insurance, Investments, Wealth Management
Education
American InterContinental University
Business Administration, Finance
Platt College-Ontario
Stewart Bryant's Merrill Lynch Experience November 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch November 2000 - Present
Skills
Series 7, Series 63, Series 24, series 53, series 4, Life Insurance, Series 65
Education
St. Mary's University 1983 — 1985
B.A., Economics
Amarillo College 1980 — 1982
Economics / Government
Amarillo High School
Merrill Lynch November 2000 - Present
Skills
Series 7, Series 63, Series 24, series 53, series 4, Life Insurance, Series 65
Education
St. Mary's University 1983 — 1985
B.A., Economics
Amarillo College 1980 — 1982
Economics / Government
Amarillo High School
Tom Sowanick's Merrill Lynch Experience February 1985 - June 2006
Job Alternative Investments | Asset Allocation | Investments | Portfolio Management | Chief Investment Officer
Industry Financial Services
Experience
Ahilio Investment Advisors January 2014 - Present
OmniVest Group LLC 2006 - December 2013
Merrill Lynch February 1985 - June 2006
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Alternative Investments, Securities, Retirement Planning, Asset Management, Fixed Income, Asset Managment, Venture Capital, Private Equity, Investments, Wealth Management, Equities, Trading, Risk Management, Capital Markets, Investment Strategies, Global Macro, Strategic Financial..., Investment Advisory, ETFs, Financial Services, Wealth Management..., Investment Management, Mutual Funds, Bonds, Options, Bloomberg, Series 7, Structured Products, Fixed Income Portfolio..., Financial Planning
Education
American University 1972 — 1976
Bachelor's degree, Economics and Literature
Ahilio Investment Advisors January 2014 - Present
OmniVest Group LLC 2006 - December 2013
Merrill Lynch February 1985 - June 2006
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Alternative Investments, Securities, Retirement Planning, Asset Management, Fixed Income, Asset Managment, Venture Capital, Private Equity, Investments, Wealth Management, Equities, Trading, Risk Management, Capital Markets, Investment Strategies, Global Macro, Strategic Financial..., Investment Advisory, ETFs, Financial Services, Wealth Management..., Investment Management, Mutual Funds, Bonds, Options, Bloomberg, Series 7, Structured Products, Fixed Income Portfolio..., Financial Planning
Education
American University 1972 — 1976
Bachelor's degree, Economics and Literature
Carlos Guillermo Otaola Perez's Merrill Lynch Experience September 2004 - December 2004
Job Student at American University Kogod School of Business
Industry Financial Services
Experience
Multiplicas Investment Advisers January 2009 - July 2009
HSBC Private Bank June 2007 - August 2007
Merrill Lynch September 2004 - December 2004
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Emerging Markets, Investments
Education
American University 2010 — 2012
MS, Finance
American University - Kogod School of Business 2004 — 2008
BS, Finance
San Ignacio 1990 — 2002
Multiplicas Investment Advisers January 2009 - July 2009
HSBC Private Bank June 2007 - August 2007
Merrill Lynch September 2004 - December 2004
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Emerging Markets, Investments
Education
American University 2010 — 2012
MS, Finance
American University - Kogod School of Business 2004 — 2008
BS, Finance
San Ignacio 1990 — 2002
Ralph Woods's Merrill Lynch Experience June 1975 - February 1981
Job Professional Tax Preparer
Industry Financial Services
Experience
Merrill Lynch June 1975 - February 1981
Education
American InterContinental University 2001 — 2002
Information Technology
Los Angeles City College 1978 — 1980
Business Law
Merrill Lynch June 1975 - February 1981
Education
American InterContinental University 2001 — 2002
Information Technology
Los Angeles City College 1978 — 1980
Business Law
Jennifer Gibbins's Merrill Lynch Experience November 1993 - August 2001
Job Commercial Lending
Industry Real Estate
Experience
JWW & Associates July 2011 - Present
Alchemy Real Estate November 2006 - July 2007
Merrill Lynch November 1993 - August 2001
Skills
Social Media, Microsoft Office, Event Planning, Strategic Planning, Account Management, Investment Properties, Budgets, Advertising, Nonprofits, Social Media Marketing, Real Estate Transactions, Real Estate, Healthcare, Access, Social Networking, New Business Development, PowerPoint, Brokerage, Marketing, Team Building, Public Relations, Microsoft Word, Microsoft Excel, Property Management, Customer Service, Sales, Contract Negotiation, Investments, Time Management, Series 7, Negotiation, Small Business, Online Marketing, Entrepreneurship, Mortgage Lending, Private Equity, Leadership, Business Planning, Analysis, Sales Management, Business Strategy, Management, Market Research, Marketing Strategy, Project Management, Retirement Planning, Portfolio Management, Project Planning, Public Speaking, Coaching
Education
West Texas A&M University 1991 — 1993
Music Business
Amarillo College
Business
Amarillo High
JWW & Associates July 2011 - Present
Alchemy Real Estate November 2006 - July 2007
Merrill Lynch November 1993 - August 2001
Skills
Social Media, Microsoft Office, Event Planning, Strategic Planning, Account Management, Investment Properties, Budgets, Advertising, Nonprofits, Social Media Marketing, Real Estate Transactions, Real Estate, Healthcare, Access, Social Networking, New Business Development, PowerPoint, Brokerage, Marketing, Team Building, Public Relations, Microsoft Word, Microsoft Excel, Property Management, Customer Service, Sales, Contract Negotiation, Investments, Time Management, Series 7, Negotiation, Small Business, Online Marketing, Entrepreneurship, Mortgage Lending, Private Equity, Leadership, Business Planning, Analysis, Sales Management, Business Strategy, Management, Market Research, Marketing Strategy, Project Management, Retirement Planning, Portfolio Management, Project Planning, Public Speaking, Coaching
Education
West Texas A&M University 1991 — 1993
Music Business
Amarillo College
Business
Amarillo High
John Blundo's Merrill Lynch Experience January 2014 - Present
Job Intern at Merrill Lynch
Industry
Experience
Merrill Lynch January 2014 - Present
Education
American University 2011 — 2015
Merrill Lynch January 2014 - Present
Education
American University 2011 — 2015
Douglas Wilde's Merrill Lynch Experience 1995 - 2004
Job Head of Investment Management at UBS FS
Industry Financial Services
Experience
UBS Wealth Management 2012 - June 2015
UBS November 2004 - 2012
Merrill Lynch 1995 - 2004
Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Modeling, Investment Banking, Fixed Income, Asset Management, Capital Markets, Derivatives, Valuation, Financial Analysis, Risk Management, Series 7, Banking, Investment Management, Alternative Investments
Education
American University
Master of Arts (MA), Applied Economics
Colby College
Bachelor's degree
UBS Wealth Management 2012 - June 2015
UBS November 2004 - 2012
Merrill Lynch 1995 - 2004
Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Modeling, Investment Banking, Fixed Income, Asset Management, Capital Markets, Derivatives, Valuation, Financial Analysis, Risk Management, Series 7, Banking, Investment Management, Alternative Investments
Education
American University
Master of Arts (MA), Applied Economics
Colby College
Bachelor's degree
Claire Shakelian's Merrill Lynch Experience May 2009 - Present
Job SVP, Sr. Wealth Management Banker at Merrill Lynch
Industry
Experience
Merrill Lynch May 2009 - Present
Bank of America May 2003 - May 2009
Bank of America June 1988 - May 2003
Skills
Loans, Credit, Banking, Commercial Lending, Financial Services, Wealth Management, Portfolio Management
Education
American University of Beirut
Business Adminisration
Merrill Lynch May 2009 - Present
Bank of America May 2003 - May 2009
Bank of America June 1988 - May 2003
Skills
Loans, Credit, Banking, Commercial Lending, Financial Services, Wealth Management, Portfolio Management
Education
American University of Beirut
Business Adminisration
Nancy Bernstein's Merrill Lynch Experience April 1998 - November 2011
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2011 - Present
Merrill Lynch April 1998 - November 2011
Education
American University
Bachelor of Arts (B.A.)
Morgan Stanley Private Wealth Management November 2011 - Present
Merrill Lynch April 1998 - November 2011
Education
American University
Bachelor of Arts (B.A.)
Rickard Rolfsson's Merrill Lynch Experience October 2014 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Education
American University 2009 — 2013
Bachelor of Science (B.Sc.)
London School of Economics and Political Science 2010 — 2011
General Course
Merrill Lynch October 2014 - Present
Education
American University 2009 — 2013
Bachelor of Science (B.Sc.)
London School of Economics and Political Science 2010 — 2011
General Course
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank