Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Andrew Watkins, CFP®, CRPC®, CLU®, ChFC® Andrew Watkins, CFP®, CRPC®, CLU®, ChFC®'s Merrill Lynch Experience January 2008 - February 2009
Job Wealth Management Advisor / Recruiting Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2009 - Present
Merrill Lynch January 2008 - February 2009
Northwestern Mutual April 2006 - January 2008
Smith Breeden Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management
Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)
The American College
Chartered Financial Consultant (ChFC®)
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
The American College
Chartered Life Underwriter (CLU®)
Emory University - Goizueta Business School 2003 — 2007
Bachelors of Business Administration, Finance & Management
University of North Carolina at Chapel Hill 2003 — 2004
Economics
East Chapel Hill
Northwestern Mutual March 2009 - Present
Merrill Lynch January 2008 - February 2009
Northwestern Mutual April 2006 - January 2008
Smith Breeden Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management
Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)
The American College
Chartered Financial Consultant (ChFC®)
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
The American College
Chartered Life Underwriter (CLU®)
Emory University - Goizueta Business School 2003 — 2007
Bachelors of Business Administration, Finance & Management
University of North Carolina at Chapel Hill 2003 — 2004
Economics
East Chapel Hill
Katie Rydell Katie Rydell's Merrill Lynch Experience May 2013 - June 2013
Job Founder at Late Date
Industry Financial Services
Experience
A leading fee-only private wealth management firm July 2014 - Present
Late Date September 2013 - Present
Kappa Kappa Gamma January 2013 - January 2014
Merrill Lynch May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Facebook, Social Networking, Time Management, Editing, Public Relations
Education
Colgate University 2010 — 2014
Bachelor's degree, Economics, Spanish
Western Reserve Academy 2007 — 2010
A leading fee-only private wealth management firm July 2014 - Present
Late Date September 2013 - Present
Kappa Kappa Gamma January 2013 - January 2014
Merrill Lynch May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Facebook, Social Networking, Time Management, Editing, Public Relations
Education
Colgate University 2010 — 2014
Bachelor's degree, Economics, Spanish
Western Reserve Academy 2007 — 2010
Carolyn Fahey Carolyn Fahey's Merrill Lynch Experience July 1998 - June 2003
Job Broker of Record, Fahey Realtors
Industry Real Estate
Experience
Fahey Realtors June 2003 - Present
Merrill Lynch July 1998 - June 2003
Skills
Selling, Residential Homes, Sellers, Real Estate
Education
Colgate University 1994 — 1998
BA, Magna Cum Laude, Political Science
Bernards High
Fahey Realtors June 2003 - Present
Merrill Lynch July 1998 - June 2003
Skills
Selling, Residential Homes, Sellers, Real Estate
Education
Colgate University 1994 — 1998
BA, Magna Cum Laude, Political Science
Bernards High
Arjun Mehra's Merrill Lynch Experience 2006 - 2009
Job Equity Derivatives Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
AMI-Partners 2003 - 2006
Skills
Equity Derivatives, Equity Valuation, Asset Allocation, Investment Management, Quantitative Finance, Microsoft Excel, Option Valuation, Options Strategies, Index Options, Stock Picking, Option Pricing Models, C++ Language, Modern Portfolio Theory, Dynamic Asset Allocation, Global Tactical Asset..., Statistics, Bloomberg, Series 4, Series 7, Series 63, Series 86, Series 87, Capital Markets, Equity Research, Financial Modeling, Trading, Derivatives, Equities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Colgate University 1999 — 2003
BA, Mathematics and Computer Science
La Martiniere for Boys High School 1987 — 1999
J.P. Morgan 2013 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
AMI-Partners 2003 - 2006
Skills
Equity Derivatives, Equity Valuation, Asset Allocation, Investment Management, Quantitative Finance, Microsoft Excel, Option Valuation, Options Strategies, Index Options, Stock Picking, Option Pricing Models, C++ Language, Modern Portfolio Theory, Dynamic Asset Allocation, Global Tactical Asset..., Statistics, Bloomberg, Series 4, Series 7, Series 63, Series 86, Series 87, Capital Markets, Equity Research, Financial Modeling, Trading, Derivatives, Equities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Colgate University 1999 — 2003
BA, Mathematics and Computer Science
La Martiniere for Boys High School 1987 — 1999
Alex Gallego, AAMS® Alex Gallego, AAMS®'s Merrill Lynch Experience January 1996 - February 2002
Job Branch Manager, Senior Vice President/Investments Raymond James
Industry Financial Services
Experience
New York Guard 2012 - 2015
New York Guard 2012 - 2015
New York Guard 2012 - 2015
UBS February 1999 - June 2002
Merrill Lynch January 1996 - February 2002
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Securities, Estate Planning, Fixed Annuities, Financial Advisory, Wealth Management..., Life Insurance, Insurance
Education
American InterContinental University 2002 — 2004
Associate of Arts in Business Administration, Business
College for Financial Planning 2000 — 2002
Accredited Asset Managment specialist
New York Guard 2012 - 2015
New York Guard 2012 - 2015
New York Guard 2012 - 2015
UBS February 1999 - June 2002
Merrill Lynch January 1996 - February 2002
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Securities, Estate Planning, Fixed Annuities, Financial Advisory, Wealth Management..., Life Insurance, Insurance
Education
American InterContinental University 2002 — 2004
Associate of Arts in Business Administration, Business
College for Financial Planning 2000 — 2002
Accredited Asset Managment specialist
David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC's Merrill Lynch Experience June 2007 - September 2011
Job Financial Advisor with Goldstein & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Merrill Lynch June 2007 - September 2011
A.G. Edwards May 2006 - June 2007
Northwind Capital 2005 - 2006
Geneva Trading 2003 - 2005
Education
UCLA Anderson School of Management
University of Wisconsin-Madison
College for Financial Planning
The Retirement Advisor University
Ameriprise Financial Services, Inc. September 2011 - Present
Merrill Lynch June 2007 - September 2011
A.G. Edwards May 2006 - June 2007
Northwind Capital 2005 - 2006
Geneva Trading 2003 - 2005
Education
UCLA Anderson School of Management
University of Wisconsin-Madison
College for Financial Planning
The Retirement Advisor University
Scott Annan Scott Annan's Merrill Lynch Experience July 2005 - June 2009
Job COO at LiquidTalent, & Cofounder of MyCube
Industry Internet
Experience
Liquid Talent, Inc. September 2013 - Present
MyCube Safe January 2012 - Present
AIMbitious October 2009 - 2012
Merrill Lynch July 2005 - June 2009
Skills
Hedge Funds, Private Equity, Valuation, Equities, Venture Capital, Investment Banking, Financial Modeling, Series 7, Bloomberg, Capital Markets, Investments, Fixed Income, Corporate Finance, Mergers, Economics, Asset Managment, Portfolio Management, Financial Analysis, Entrepreneurship, Emerging Markets, Mergers & Acquisitions, Equity Research, Asset Management
Education
Colgate University 2001 — 2005
BA, History
Noble and Greenough 1996 — 2000
Liquid Talent, Inc. September 2013 - Present
MyCube Safe January 2012 - Present
AIMbitious October 2009 - 2012
Merrill Lynch July 2005 - June 2009
Skills
Hedge Funds, Private Equity, Valuation, Equities, Venture Capital, Investment Banking, Financial Modeling, Series 7, Bloomberg, Capital Markets, Investments, Fixed Income, Corporate Finance, Mergers, Economics, Asset Managment, Portfolio Management, Financial Analysis, Entrepreneurship, Emerging Markets, Mergers & Acquisitions, Equity Research, Asset Management
Education
Colgate University 2001 — 2005
BA, History
Noble and Greenough 1996 — 2000
Deb VanderJagt's Merrill Lynch Experience 1995 - 2001
Job Financial Consultant at VanderJagt Wealth Management
Industry Investment Management
Experience
VanderJagt Wealth Management October 2013 - Present
Royal Advisors May 2009 - October 2013
Holland Symphony Orchestra 2005 - 2013
Rotary Club of Holland MI July 2010 - July 2011
Robert W. Baird 2001 - 2009
Thompson M-TEC 2002 - 2004
Merrill Lynch 1995 - 2001
First Michigan Bank 1990 - 1995
Skills
Certified Retirement..., Leadership Holland, Investments, Retirement Planning, Strategic Financial..., Asset Managment, Investment Management, Financial Advisory, Securities, Insurance, Financial ParaPlanning..., Income Strategies, Management
Education
Davenport University 1990 — 1995
Business Management, Business, Management, and Marketing
College for Financial Planning 1993 — 1994
Financial Planning, Financial ParaPlanner
VanderJagt Wealth Management October 2013 - Present
Royal Advisors May 2009 - October 2013
Holland Symphony Orchestra 2005 - 2013
Rotary Club of Holland MI July 2010 - July 2011
Robert W. Baird 2001 - 2009
Thompson M-TEC 2002 - 2004
Merrill Lynch 1995 - 2001
First Michigan Bank 1990 - 1995
Skills
Certified Retirement..., Leadership Holland, Investments, Retirement Planning, Strategic Financial..., Asset Managment, Investment Management, Financial Advisory, Securities, Insurance, Financial ParaPlanning..., Income Strategies, Management
Education
Davenport University 1990 — 1995
Business Management, Business, Management, and Marketing
College for Financial Planning 1993 — 1994
Financial Planning, Financial ParaPlanner
Larry Trink Larry Trink's Merrill Lynch Experience March 2006 - January 2010
Job Copywriter and Content Creator/Strategist
Industry Financial Services
Experience
Bank of America - Enterprise Creative Solutions January 2015 - April 2015
Bank of America - Merrill Lynch Wealth Management January 2014 - December 2014
Bank of America - Merrill Lynch Wealth Management January 2010 - October 2013
Merrill Lynch March 2006 - January 2010
Creative Direct/Princeton Interactive Communications January 1997 - March 2006
Princeton Direct May 1987 - December 1996
Scali Direct 1986 - 1987
Draftfcb 1983 - 1985
CitiFinancial 1979 - 1982
Education
Washington University in St. Louis - Olin Business School 1977 — 1979
MBA
Colgate University 1973 — 1977
BA
Bank of America - Enterprise Creative Solutions January 2015 - April 2015
Bank of America - Merrill Lynch Wealth Management January 2014 - December 2014
Bank of America - Merrill Lynch Wealth Management January 2010 - October 2013
Merrill Lynch March 2006 - January 2010
Creative Direct/Princeton Interactive Communications January 1997 - March 2006
Princeton Direct May 1987 - December 1996
Scali Direct 1986 - 1987
Draftfcb 1983 - 1985
CitiFinancial 1979 - 1982
Education
Washington University in St. Louis - Olin Business School 1977 — 1979
MBA
Colgate University 1973 — 1977
BA
Mitch Boucher Mitch Boucher's Merrill Lynch Experience May 2010 - August 2010
Job Senior Analyst at Raider Hill Advisors
Industry Financial Services
Experience
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
David DuBois David DuBois's Merrill Lynch Experience 2002 - 2004
Job Director, Operations & Integration at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance 2014 - Present
Target 2011 - 2014
Carol Corp. (a UnitedHealth Group Company) 2010 - 2011
UnitedHealth Group 2009 - 2010
UnitedHealth Group 2007 - 2009
UnitedHealth Group 2006 - 2007
Merrill Lynch 2002 - 2004
Skills
Healthcare, Strategic Planning, Process Improvement, Strategy, Leadership, Cross-functional Team..., Business Strategy, Team Leadership, Operations Management, Change Management, Competitive Analysis, Leadership Development, Project Management, Business Intelligence
Education
University of Chicago Graduate School of Business 2004 — 2006
MBA, Strategy and Finance
Colgate University 1996 — 2000
BA, Economics
Liberty Mutual Insurance 2014 - Present
Target 2011 - 2014
Carol Corp. (a UnitedHealth Group Company) 2010 - 2011
UnitedHealth Group 2009 - 2010
UnitedHealth Group 2007 - 2009
UnitedHealth Group 2006 - 2007
Merrill Lynch 2002 - 2004
Skills
Healthcare, Strategic Planning, Process Improvement, Strategy, Leadership, Cross-functional Team..., Business Strategy, Team Leadership, Operations Management, Change Management, Competitive Analysis, Leadership Development, Project Management, Business Intelligence
Education
University of Chicago Graduate School of Business 2004 — 2006
MBA, Strategy and Finance
Colgate University 1996 — 2000
BA, Economics
Alexander Falk's Merrill Lynch Experience May 2012 - August 2012
Job Regional Consultant at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Merrill Lynch May 2012 - August 2012
Real Estate Equities Corporation April 2011 - August 2011
Roetzel & Andress April 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Bloomberg, Investments, Microsoft Excel, Social Media, Management, Financial Analysis, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Finance
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Community School of Naples 2005 — 2009
Lord, Abbett & Co. LLC July 2013 - Present
Merrill Lynch May 2012 - August 2012
Real Estate Equities Corporation April 2011 - August 2011
Roetzel & Andress April 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Bloomberg, Investments, Microsoft Excel, Social Media, Management, Financial Analysis, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Finance
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Community School of Naples 2005 — 2009
Dave Madgett Dave Madgett's Merrill Lynch Experience 2005 - 2006
Job Partner at Madgett & Peterson, LLC
Industry Law Practice
Experience
Madgett & Peterson, LLC 2014 - Present
United States Air Force 2009 - 2014
Dorsey & Whitney LLP 2006 - 2008
Merrill Lynch 2005 - 2006
Johnson & Johnson 2004 - 2005
State Street Bank 2002 - 2003
Skills
Civil Litigation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Intellectual Property, Corporate Law, Mediation, Employment Law, Defense, Courts, Criminal Law, Trials, Westlaw, Licensing, International Law, Appeals, Arbitration, Bankruptcy, Due Diligence, Corporate Governance, Mergers & Acquisitions
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor, Law
Colgate University 2000 — 2004
B.A., Math, Economics
Madgett & Peterson, LLC 2014 - Present
United States Air Force 2009 - 2014
Dorsey & Whitney LLP 2006 - 2008
Merrill Lynch 2005 - 2006
Johnson & Johnson 2004 - 2005
State Street Bank 2002 - 2003
Skills
Civil Litigation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Intellectual Property, Corporate Law, Mediation, Employment Law, Defense, Courts, Criminal Law, Trials, Westlaw, Licensing, International Law, Appeals, Arbitration, Bankruptcy, Due Diligence, Corporate Governance, Mergers & Acquisitions
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor, Law
Colgate University 2000 — 2004
B.A., Math, Economics
Steven Segall Steven Segall's Merrill Lynch Experience June 2005 - August 2005
Job Associate at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company July 2013 - Present
Columbia Business School August 2011 - May 2013
IBM June 2012 - August 2012
Capital One October 2009 - June 2011
Capital One August 2007 - October 2009
Capital One July 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Analytics, Credit Cards, Microsoft Excel, SAS, Predictive Modeling, Business Analysis, Marketing Strategy, Strategy, Underwriting, PowerPoint, Decision Trees, Customer Segmentation..., Credit Risk, Risk Management, Management Consulting, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colgate University 2002 — 2006
BA, History, Economics
McKinsey & Company July 2013 - Present
Columbia Business School August 2011 - May 2013
IBM June 2012 - August 2012
Capital One October 2009 - June 2011
Capital One August 2007 - October 2009
Capital One July 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Analytics, Credit Cards, Microsoft Excel, SAS, Predictive Modeling, Business Analysis, Marketing Strategy, Strategy, Underwriting, PowerPoint, Decision Trees, Customer Segmentation..., Credit Risk, Risk Management, Management Consulting, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colgate University 2002 — 2006
BA, History, Economics
Katie Nadler Katie Nadler's Merrill Lynch Experience July 2006 - July 2008
Job Director of Strategy and Business Operations at GLAMSQUAD
Industry Apparel & Fashion
Experience
GLAMSQUAD October 2014 - Present
TopShelf Clothes July 2012 - September 2014
DreamIt Ventures May 2012 - August 2012
Warby Parker October 2011 - March 2012
Rent The Runway May 2011 - August 2011
BlackRock July 2008 - May 2010
Merrill Lynch July 2006 - July 2008
Skills
Venture Capital, Mergers & Acquisitions, Business Development, Strategy, Start-ups, Joint Ventures, Product Development, Entrepreneurship, Investment Banking, Business Strategy, Valuation, Financial Modeling, Asset Management, Risk Management
Education
Harvard Business School 2010 — 2012
MBA
Colgate University 2002 — 2006
BA
GLAMSQUAD October 2014 - Present
TopShelf Clothes July 2012 - September 2014
DreamIt Ventures May 2012 - August 2012
Warby Parker October 2011 - March 2012
Rent The Runway May 2011 - August 2011
BlackRock July 2008 - May 2010
Merrill Lynch July 2006 - July 2008
Skills
Venture Capital, Mergers & Acquisitions, Business Development, Strategy, Start-ups, Joint Ventures, Product Development, Entrepreneurship, Investment Banking, Business Strategy, Valuation, Financial Modeling, Asset Management, Risk Management
Education
Harvard Business School 2010 — 2012
MBA
Colgate University 2002 — 2006
BA
Gregory J. Fleming Gregory J. Fleming's Merrill Lynch Experience May 2007 - January 2009
Job President of Morgan Stanley Wealth Management, President of Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley February 2010 - Present
Yale Law School 2013 - Present
Merrill Lynch May 2007 - January 2009
Yale Law School 2009 - 2009
Merrill Lynch August 2003 - May 2007
Booz Allen Hamilton September 1988 - December 1992
Education
Yale Law School
Doctor of Law (J.D.)
Colgate University
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2011 - Present
Morgan Stanley February 2010 - Present
Yale Law School 2013 - Present
Merrill Lynch May 2007 - January 2009
Yale Law School 2009 - 2009
Merrill Lynch August 2003 - May 2007
Booz Allen Hamilton September 1988 - December 1992
Education
Yale Law School
Doctor of Law (J.D.)
Colgate University
Bachelor of Arts (B.A.), Economics
Omari Rigg's Merrill Lynch Experience October 2012 - 2014
Job President & CoFounder at Open Coast
Industry International Trade and Development
Experience
Open Coast Ltd January 2015 - Present
Merrill Lynch October 2012 - 2014
Guidepoint Global May 2012 - October 2012
Education
Colgate University
Columbia Grammar and Preparatory School
Open Coast Ltd January 2015 - Present
Merrill Lynch October 2012 - 2014
Guidepoint Global May 2012 - October 2012
Education
Colgate University
Columbia Grammar and Preparatory School
Matthew Fortin Matthew Fortin's Merrill Lynch Experience July 2008 - July 2009
Job Veterinarian
Industry Veterinary
Experience
College Park Road Veterinary Clinic June 2015 - Present
Veterinary Insight Partners April 2012 - Present
Everyday Health April 2010 - August 2011
Merrill Lynch July 2008 - July 2009
Education
Cornell University College of Veterinary Medicine 2011 — 2015
DVM
Colgate University 2004 — 2008
BA, Economics
College Park Road Veterinary Clinic June 2015 - Present
Veterinary Insight Partners April 2012 - Present
Everyday Health April 2010 - August 2011
Merrill Lynch July 2008 - July 2009
Education
Cornell University College of Veterinary Medicine 2011 — 2015
DVM
Colgate University 2004 — 2008
BA, Economics
Amanda Pothin Amanda Pothin's Merrill Lynch Experience August 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch October 2013 - August 2014
Merrill Lynch November 2012 - October 2013
Knstrct Magazine September 2012 - December 2012
Whale Shark and Oceanic Research Center June 2011 - August 2011
Save the Bay June 2010 - August 2010
Rhode Island Country Club June 2010 - August 2010
American Power Conversion July 2009 - August 2009
Colgate University March 2009 - May 2009
Skills
Microsoft Office, ArcGIS, Social Media, Data Analysis, SPSS, PowerPoint, Marketing, Microsoft Word
Education
Colgate University 2008 — 2012
Biology, Environmental Studies
Barrington High School
Merrill Lynch August 2014 - Present
Merrill Lynch October 2013 - August 2014
Merrill Lynch November 2012 - October 2013
Knstrct Magazine September 2012 - December 2012
Whale Shark and Oceanic Research Center June 2011 - August 2011
Save the Bay June 2010 - August 2010
Rhode Island Country Club June 2010 - August 2010
American Power Conversion July 2009 - August 2009
Colgate University March 2009 - May 2009
Skills
Microsoft Office, ArcGIS, Social Media, Data Analysis, SPSS, PowerPoint, Marketing, Microsoft Word
Education
Colgate University 2008 — 2012
Biology, Environmental Studies
Barrington High School
Jonathan Kessler Jonathan Kessler's Merrill Lynch Experience 2010 - 2010
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan, Global Wealth Management March 2013 - Present
UBS Wealth Management 2010 - 2012
Merrill Lynch 2010 - 2010
Merrill Lynch 2008 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch HSBC 2000 - 2002
Merrill Lynch 1997 - 2000
Booz Allen Hamilton 1994 - 1997
NatWest Bank 1987 - 1992
Skills
Wealth Management, Private Banking, Mortgage Lending, Securities Lending, Business Strategy, Business Development, Wealth Management..., Series 24, Series 7, Investment Banking, Securities, Capital Markets, Portfolio Management, Cards, Business Analysis, Financial Analysis, Strategy, Credit, Banking, Equities, Financial Structuring, Investments, Fixed Income, Hedge Funds
Education
The University of Chicago 1992 — 1994
MBA, Finance / Accounting
Colgate University 1983 — 1987
BA, Biology
J.P. Morgan, Global Wealth Management March 2013 - Present
UBS Wealth Management 2010 - 2012
Merrill Lynch 2010 - 2010
Merrill Lynch 2008 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch HSBC 2000 - 2002
Merrill Lynch 1997 - 2000
Booz Allen Hamilton 1994 - 1997
NatWest Bank 1987 - 1992
Skills
Wealth Management, Private Banking, Mortgage Lending, Securities Lending, Business Strategy, Business Development, Wealth Management..., Series 24, Series 7, Investment Banking, Securities, Capital Markets, Portfolio Management, Cards, Business Analysis, Financial Analysis, Strategy, Credit, Banking, Equities, Financial Structuring, Investments, Fixed Income, Hedge Funds
Education
The University of Chicago 1992 — 1994
MBA, Finance / Accounting
Colgate University 1983 — 1987
BA, Biology
Daniel Henrichs, CFP, CIMA Daniel Henrichs, CFP, CIMA's Merrill Lynch Experience June 1996 - November 2008
Job President, Integrated Wealth Advisors, LLC | Financial Planning | Investment Management | Insurance Consultation
Industry Investment Management
Experience
Integrated Wealth Advisors November 2008 - Present
Merrill Lynch June 1996 - November 2008
A G Edwards & Sons August 1982 - June 1996
Household International January 1978 - August 1982
Skills
Financial Planner, Wealth Management, Estate Planning, Investments, Asset Management, Retirement Planning, Insurance, Annuities, Retirement Income..., Health Insurance, Certified Financial..., Certified Investment..., Fixed Annuities, Asset Managment, Series 7, Investment Advisory, Strategic Financial..., Finance, Investment Management, Asset Allocation, Securities, Series 63, Wealth, Uniform Combined State..., Financial Planning
Education
University of Phoenix 2009 — 2011
Finance, Business
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Manager Analysis
College for Financial Planning 1984 — 1986
CFP, Certified Financial Planner
Eastern Illinois University 1976 — 1977
none, Business
Kaskaskia College 1974 — 1976
None, General Studies
Central Community High School
Integrated Wealth Advisors November 2008 - Present
Merrill Lynch June 1996 - November 2008
A G Edwards & Sons August 1982 - June 1996
Household International January 1978 - August 1982
Skills
Financial Planner, Wealth Management, Estate Planning, Investments, Asset Management, Retirement Planning, Insurance, Annuities, Retirement Income..., Health Insurance, Certified Financial..., Certified Investment..., Fixed Annuities, Asset Managment, Series 7, Investment Advisory, Strategic Financial..., Finance, Investment Management, Asset Allocation, Securities, Series 63, Wealth, Uniform Combined State..., Financial Planning
Education
University of Phoenix 2009 — 2011
Finance, Business
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Manager Analysis
College for Financial Planning 1984 — 1986
CFP, Certified Financial Planner
Eastern Illinois University 1976 — 1977
none, Business
Kaskaskia College 1974 — 1976
None, General Studies
Central Community High School
Donald McClurg Donald McClurg's Merrill Lynch Experience January 2000 - October 2010
Job Financial Advisor at United Advisors, LLC.
Industry Financial Services
Experience
United Advisors, LLC October 2010 - Present
Healthy Roots 2009 - Present
Merrill Lynch January 2000 - October 2010
Skills
Retirement Planning, Series 66, Series 7, Retirement Income..., Wealth Management, Chartered Retirement..., Financial Advisory, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Councilor, Financial Planning and Services
West Virginia University 1994 — 1998
BA, Business Administration
United Advisors, LLC October 2010 - Present
Healthy Roots 2009 - Present
Merrill Lynch January 2000 - October 2010
Skills
Retirement Planning, Series 66, Series 7, Retirement Income..., Wealth Management, Chartered Retirement..., Financial Advisory, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Councilor, Financial Planning and Services
West Virginia University 1994 — 1998
BA, Business Administration
Alan R. Leist III, CFA's Merrill Lynch Experience 1995 - 2004
Job Principal and Senior Advisor
Industry Investment Management
Experience
Strategic Financial Services September 2005 - Present
Fulcrum Global Partners 2004 - 2005
Merrill Lynch 1995 - 2004
Education
Cornell University 2009 — 2010
MBA
CFA Institute 2006 — 2008
CFA
Colgate University 1991 — 1995
BA
Strategic Financial Services September 2005 - Present
Fulcrum Global Partners 2004 - 2005
Merrill Lynch 1995 - 2004
Education
Cornell University 2009 — 2010
MBA
CFA Institute 2006 — 2008
CFA
Colgate University 1991 — 1995
BA
Pascal Kabemba Pascal Kabemba's Merrill Lynch Experience 2004 - 2007
Job Investment Banking Director
Industry Financial Services
Experience
Leaders in Debt Investment Banking in New York, NY 2012 - Present
Kashama Advisory June 2009 - Present
Calyon 2007 - 2009
Merrill Lynch 2004 - 2007
WestLB 1998 - 2004
Scotiabank 1988 - 1997
Skills
Financial Analysis, Negotiation, Business Strategy, Series 7, Series 63, Syndications, Leveraged Finance, Corporate Lending, Corporate Credit, Deal Execution, Debt Structuring, Relative Value, Mezzanine, DCM, Private Equity Firms, Corporate Finance, Investment Banking
Education
Colgate University 1981 — 1985
Bachelor of Arts, Mathematics and Physics
Milford academy
Milford academy
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance and Accounting
Leaders in Debt Investment Banking in New York, NY 2012 - Present
Kashama Advisory June 2009 - Present
Calyon 2007 - 2009
Merrill Lynch 2004 - 2007
WestLB 1998 - 2004
Scotiabank 1988 - 1997
Skills
Financial Analysis, Negotiation, Business Strategy, Series 7, Series 63, Syndications, Leveraged Finance, Corporate Lending, Corporate Credit, Deal Execution, Debt Structuring, Relative Value, Mezzanine, DCM, Private Equity Firms, Corporate Finance, Investment Banking
Education
Colgate University 1981 — 1985
Bachelor of Arts, Mathematics and Physics
Milford academy
Milford academy
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance and Accounting
Christopher Durik's Merrill Lynch Experience August 2012 - January 2014
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
Merrill Lynch August 2012 - January 2014
Telcordia Technologies May 2011 - August 2011
Telcordia Technologies May 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
New York Life & MainStay Investments January 2014 - Present
Merrill Lynch August 2012 - January 2014
Telcordia Technologies May 2011 - August 2011
Telcordia Technologies May 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
April Reeve April Reeve's Merrill Lynch Experience February 2000 - July 2001
Job Advisory Consultant at EMC
Industry Information Services
Experience
EMC October 2009 - Present
DAMA NY January 2012 - Present
DAMA NJ January 2011 - December 2011
Metro Solutions LLC January 2009 - October 2009
Citco Fund Services January 2008 - November 2008
Citigroup June 2006 - September 2006
Wyeth Consumer Healthcare August 2001 - December 2003
Merrill Lynch February 2000 - July 2001
Citigroup August 1989 - February 2000
Financial Technologies International (Now Golden Source) 1985 - August 1989
Skills
Enterprise Architecture, Data Warehousing, Data Governance, Master Data Management, Data Modeling, Data Management, Data Quality, Data Integration, Business Intelligence, Enterprise Software, Governance, Data Migration, IT Strategy, Business Analysis, Big Data, SDLC, Strategy, Integration, Solution Architecture, Risk Management, ETL, Metadata Management, ITIL, Cloud Computing, Database Design, Requirements Analysis, Management Consulting, Requirements Gathering, PMO, EAI, IT Management, Business Process, Program Management, Data Analysis, Software Project..., Business Process..., Informatica, SOA, Cognos, IT Governance, Vendor Management, Solution Design, Business Process Design, Oracle SQL, Business Architecture, Disaster Recovery, Information Technology, Enterprise Information..., Information Management, Pre-sales
Education
Erasmus University Rotterdam 2005 — 2006
MFM, Corporate Finance, Risk Management
New York University 1982 — 1984
Computer Science
Colgate University 1977 — 1981
BA, Mathematics and English
EMC October 2009 - Present
DAMA NY January 2012 - Present
DAMA NJ January 2011 - December 2011
Metro Solutions LLC January 2009 - October 2009
Citco Fund Services January 2008 - November 2008
Citigroup June 2006 - September 2006
Wyeth Consumer Healthcare August 2001 - December 2003
Merrill Lynch February 2000 - July 2001
Citigroup August 1989 - February 2000
Financial Technologies International (Now Golden Source) 1985 - August 1989
Skills
Enterprise Architecture, Data Warehousing, Data Governance, Master Data Management, Data Modeling, Data Management, Data Quality, Data Integration, Business Intelligence, Enterprise Software, Governance, Data Migration, IT Strategy, Business Analysis, Big Data, SDLC, Strategy, Integration, Solution Architecture, Risk Management, ETL, Metadata Management, ITIL, Cloud Computing, Database Design, Requirements Analysis, Management Consulting, Requirements Gathering, PMO, EAI, IT Management, Business Process, Program Management, Data Analysis, Software Project..., Business Process..., Informatica, SOA, Cognos, IT Governance, Vendor Management, Solution Design, Business Process Design, Oracle SQL, Business Architecture, Disaster Recovery, Information Technology, Enterprise Information..., Information Management, Pre-sales
Education
Erasmus University Rotterdam 2005 — 2006
MFM, Corporate Finance, Risk Management
New York University 1982 — 1984
Computer Science
Colgate University 1977 — 1981
BA, Mathematics and English
Christopher Randall's Merrill Lynch Experience June 2010 - September 2011
Job Financial Analytics Consultant at Schmeisser Investments International
Industry Financial Services
Experience
Schmeisser Investments International January 2015 - Present
JP Morgan Securities LLC August 2011 - January 2015
Merrill Lynch June 2010 - September 2011
TradExec Management Consulting November 2007 - June 2010
FoodieLink November 2007 - June 2010
Perimeter Marketing (LBL Acquisitions); Formally LeveragePoint Media November 2004 - October 2007
ConAgra Foods November 2001 - October 2004
Danone 1999 - 2001
ACNielsen 1997 - 1999
Skills
Leadership, Finance, Financial Services, Executive Management, Start-ups, Wealth Management, Product Development, Financial Planning, Business Development, Financial Analysis, Venture Capital, Strategic Financial..., Operations Management, Business Analysis, Management Consulting, Process Management, Project Management, Corporate Finance, Marketing, Digital Marketing, Social Media, E-commerce, Sales Analysis, Strategic Planning, Strategy, Cross-functional Team..., Management, Marketing Strategy, Sales
Education
Northeastern University 1992 — 1996
Bachelor of Science, Finance And Marketing (D'Amore-McKim School of Business)
College for Financial Planning 2010 — 2010
Securities License, Investments and Securities
Schmeisser Investments International January 2015 - Present
JP Morgan Securities LLC August 2011 - January 2015
Merrill Lynch June 2010 - September 2011
TradExec Management Consulting November 2007 - June 2010
FoodieLink November 2007 - June 2010
Perimeter Marketing (LBL Acquisitions); Formally LeveragePoint Media November 2004 - October 2007
ConAgra Foods November 2001 - October 2004
Danone 1999 - 2001
ACNielsen 1997 - 1999
Skills
Leadership, Finance, Financial Services, Executive Management, Start-ups, Wealth Management, Product Development, Financial Planning, Business Development, Financial Analysis, Venture Capital, Strategic Financial..., Operations Management, Business Analysis, Management Consulting, Process Management, Project Management, Corporate Finance, Marketing, Digital Marketing, Social Media, E-commerce, Sales Analysis, Strategic Planning, Strategy, Cross-functional Team..., Management, Marketing Strategy, Sales
Education
Northeastern University 1992 — 1996
Bachelor of Science, Finance And Marketing (D'Amore-McKim School of Business)
College for Financial Planning 2010 — 2010
Securities License, Investments and Securities
Matt Clarkson Matt Clarkson's Merrill Lynch Experience May 2013 - August 2013
Job Trading Associate at BTIG
Industry
Experience
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
Ariana Martin Ariana Martin's Merrill Lynch Experience June 2014 - August 2014
Job Student at Colgate University
Industry Financial Services
Experience
Colgate Women in Business March 2013 - Present
Volunteer Income Tax Assistance October 2012 - Present
Ancona Systems May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors August 2013 - August 2013
My New Red Shoes June 2011 - August 2011
American Cancer Society August 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Facebook, Spanish, PowerPoint, Social Media, Community Outreach, Event Planning, Management, Research, Presentation Skills, Stata, SAS Programming, Python, Leadership, Regression Analysis
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Burlingame High School 2008 — 2012
Colgate Women in Business March 2013 - Present
Volunteer Income Tax Assistance October 2012 - Present
Ancona Systems May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors August 2013 - August 2013
My New Red Shoes June 2011 - August 2011
American Cancer Society August 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Facebook, Spanish, PowerPoint, Social Media, Community Outreach, Event Planning, Management, Research, Presentation Skills, Stata, SAS Programming, Python, Leadership, Regression Analysis
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Burlingame High School 2008 — 2012
Stephanie May Beaumier Stephanie May Beaumier's Merrill Lynch Experience April 2001 - November 2002
Job Acquisitions & Dispositions at CASTO
Industry Real Estate
Experience
CASTO November 2003 - Present
Nationwide Children's Hospital Columbus Marathon January 2004 - Present
Vornado Realty Trust November 2002 - November 2003
Merrill Lynch April 2001 - November 2002
Best Execution Comparison Service 2000 - 2001
Greenwich Associates 1998 - 2000
Skills
MRI, Financial Analysis, Real Estate Transactions, Financial Modeling, ARGUS Valuation Analysis, Real Estate Development, Asset Management, Real Estate, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Commercial Real Estate, Negotiation, Disposition, Portfolio Management, Dispositions
Education
Colgate University 1994 — 1998
Bachelor of Arts
Lake Forest High School 1990 — 1994
CASTO November 2003 - Present
Nationwide Children's Hospital Columbus Marathon January 2004 - Present
Vornado Realty Trust November 2002 - November 2003
Merrill Lynch April 2001 - November 2002
Best Execution Comparison Service 2000 - 2001
Greenwich Associates 1998 - 2000
Skills
MRI, Financial Analysis, Real Estate Transactions, Financial Modeling, ARGUS Valuation Analysis, Real Estate Development, Asset Management, Real Estate, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Commercial Real Estate, Negotiation, Disposition, Portfolio Management, Dispositions
Education
Colgate University 1994 — 1998
Bachelor of Arts
Lake Forest High School 1990 — 1994
Jeffrey Karb Jeffrey Karb's Merrill Lynch Experience July 2007 - July 2009
Job Director Performance Assessment at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
Merrill Edge July 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2005 - July 2007
Skills
Strategy, Investment Banking, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Financial Modeling, Mutual Funds, Fixed Income, Securities, Financial Services
Education
Colgate University 2001 — 2005
B.A., Economics, Mathematics
Merrill Edge February 2012 - Present
Merrill Edge July 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2005 - July 2007
Skills
Strategy, Investment Banking, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Financial Modeling, Mutual Funds, Fixed Income, Securities, Financial Services
Education
Colgate University 2001 — 2005
B.A., Economics, Mathematics
Lawrence Halpern, CFE Lawrence Halpern, CFE's Merrill Lynch Experience January 1978 - March 1984
Job Founder & CCO Brick House Asset Management LLC
Industry Financial Services
Experience
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Michael J. Melen Michael J. Melen's Merrill Lynch Experience August 1980 - February 1985
Job Section Manager at Comptrollers Office, State of MD
Industry Government Administration
Experience
State of Maryland May 2009 - Present
H&R Block 1997 - 2008
Acacia Group December 1990 - June 1997
Kidder Peabody February 1985 - July 1989
Merrill Lynch August 1980 - February 1985
Skills
Coaching, Strategic Planning, Training, Conflict Resolution, Strategic Financial..., Financial Planners, Investments, Public Speaking, Customer Service, Leadership, Team Building, Contract Negotiation, Account Management, Change Management, Sales Management, Microsoft Office, Inventory Management, Sales, Recruiting, Microsoft Word, Team Leadership, Negotiation, Retail, Management, Budgets, Sales Process, Human Resources, Performance Management, Cross-functional Team...
Education
Colgate University 1971 — 1975
BA, History
Horace Greeley HS 1967 — 1971
Diploma, General Studies
State of Maryland May 2009 - Present
H&R Block 1997 - 2008
Acacia Group December 1990 - June 1997
Kidder Peabody February 1985 - July 1989
Merrill Lynch August 1980 - February 1985
Skills
Coaching, Strategic Planning, Training, Conflict Resolution, Strategic Financial..., Financial Planners, Investments, Public Speaking, Customer Service, Leadership, Team Building, Contract Negotiation, Account Management, Change Management, Sales Management, Microsoft Office, Inventory Management, Sales, Recruiting, Microsoft Word, Team Leadership, Negotiation, Retail, Management, Budgets, Sales Process, Human Resources, Performance Management, Cross-functional Team...
Education
Colgate University 1971 — 1975
BA, History
Horace Greeley HS 1967 — 1971
Diploma, General Studies
Thomas J. McGahren Thomas J. McGahren's Merrill Lynch Experience April 2002 - 2009
Job Senior Managing Director, Investment Banking, Griffin Securities, Inc.
Industry Investment Banking
Experience
Griffin Securities, Inc. 2010 - Present
Agilis Biotherapeutics LLC January 2014 - Present
Chenango Capital 2010 - 2013
Merrill Lynch April 2002 - 2009
Banc of America Securities April 2001 - April 2002
Kaye Scholer LLP September 1992 - March 2001
Skills
Investment Banking, Venture Capital, Strategic Advisory, Equity Research, Biopharmaceuticals, Biotechnology, Mergers, Valuation, Business Analysis, Intellectual Property, Due Diligence, Lifesciences, Licensing, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Pharmaceutical Industry, Patents, Investments, Start-ups, Life Sciences, Equities, Analysis, Financial Services
Education
The University of Texas School of Law
JD
University of Virginia School of Medicine
MD
Colgate University
BA, Political Science, Magna Cum Laude, Phi Beta Kappa
Griffin Securities, Inc. 2010 - Present
Agilis Biotherapeutics LLC January 2014 - Present
Chenango Capital 2010 - 2013
Merrill Lynch April 2002 - 2009
Banc of America Securities April 2001 - April 2002
Kaye Scholer LLP September 1992 - March 2001
Skills
Investment Banking, Venture Capital, Strategic Advisory, Equity Research, Biopharmaceuticals, Biotechnology, Mergers, Valuation, Business Analysis, Intellectual Property, Due Diligence, Lifesciences, Licensing, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Pharmaceutical Industry, Patents, Investments, Start-ups, Life Sciences, Equities, Analysis, Financial Services
Education
The University of Texas School of Law
JD
University of Virginia School of Medicine
MD
Colgate University
BA, Political Science, Magna Cum Laude, Phi Beta Kappa
Brandon Park's Merrill Lynch Experience May 2006 - November 2010
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2010 - Present
Merrill Lynch May 2006 - November 2010
Merck March 2005 - May 2006
National Institute of Standards and Technology February 2003 - March 2005
Skills
Business Planning, Business Strategy, Finance, Retirement, Retirement Planning, Series 63, Strategic Financial..., Strategic Planning, Strategy, Asset Management, Financial Planning, Equities, Business Analysis, Public Speaking, Due Diligence
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CERTIFIED FINANCIAL PLANNER™
University of Maryland College Park
University of Maryland University College
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
UBS Financial Services, Inc. November 2010 - Present
Merrill Lynch May 2006 - November 2010
Merck March 2005 - May 2006
National Institute of Standards and Technology February 2003 - March 2005
Skills
Business Planning, Business Strategy, Finance, Retirement, Retirement Planning, Series 63, Strategic Financial..., Strategic Planning, Strategy, Asset Management, Financial Planning, Equities, Business Analysis, Public Speaking, Due Diligence
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CERTIFIED FINANCIAL PLANNER™
University of Maryland College Park
University of Maryland University College
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Collin Niemeyer Collin Niemeyer's Merrill Lynch Experience October 2012 - June 2013
Job Sr. Biopharmaceutical Representative
Industry Biotechnology
Experience
Amgen / inVentiv April 2015 - Present
CoVantage Retirement & Investment Services July 2014 - April 2015
Focus Financial November 2013 - July 2014
Thrivent Financial for Lutherans June 2013 - November 2013
Merrill Lynch October 2012 - June 2013
Takeda Pharmaceuticals October 2003 - March 2012
Novartis August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey July 1998 - August 1999
Sunrise Medical June 1996 - August 1999
Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout
Education
College for Financial Planning 2014 — 2017
CFP, Financial Planning and Services
Certified Medical Representative Institute 2000 — 2003
Healthcare Marketing
International Diabetes Center 2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes
Duke University 2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology
Universiy of Wisconsin Stevens Point 1993 — 1996
Bachelor of Science, Biology
University of Wisconsin Marathon Center 1991 — 1993
Associates of Arts, General
Amgen / inVentiv April 2015 - Present
CoVantage Retirement & Investment Services July 2014 - April 2015
Focus Financial November 2013 - July 2014
Thrivent Financial for Lutherans June 2013 - November 2013
Merrill Lynch October 2012 - June 2013
Takeda Pharmaceuticals October 2003 - March 2012
Novartis August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey July 1998 - August 1999
Sunrise Medical June 1996 - August 1999
Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout
Education
College for Financial Planning 2014 — 2017
CFP, Financial Planning and Services
Certified Medical Representative Institute 2000 — 2003
Healthcare Marketing
International Diabetes Center 2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes
Duke University 2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology
Universiy of Wisconsin Stevens Point 1993 — 1996
Bachelor of Science, Biology
University of Wisconsin Marathon Center 1991 — 1993
Associates of Arts, General
Mike McCluskey's Merrill Lynch Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Macquarie Group
Industry
Experience
Theta Chi Fraternity April 2015 - Present
Colgate Career Services December 2013 - Present
Macquarie Group June 2015 - August 2015
AcuPebble April 2015 - May 2015
EcoCampus December 2013 - May 2015
Merrill Lynch May 2014 - August 2014
Stop & Shop May 2014 - August 2014
Crusberg Decker Insurance Services, Inc. May 2013 - August 2013
Smoke Rise Club May 2010 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sales Commissions
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Economics and Psychology Double Major
Delbarton School 2008 — 2012
High School Degree
Theta Chi Fraternity April 2015 - Present
Colgate Career Services December 2013 - Present
Macquarie Group June 2015 - August 2015
AcuPebble April 2015 - May 2015
EcoCampus December 2013 - May 2015
Merrill Lynch May 2014 - August 2014
Stop & Shop May 2014 - August 2014
Crusberg Decker Insurance Services, Inc. May 2013 - August 2013
Smoke Rise Club May 2010 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sales Commissions
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Economics and Psychology Double Major
Delbarton School 2008 — 2012
High School Degree
Chip McConnell Chip McConnell's Merrill Lynch Experience September 2008 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
RW Collings January 2004 - July 2008
Trinity Capital Advisors January 2002 - December 2002
Cypress Funds January 2001 - December 2001
Montgomery Securities January 1996 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Private Equity, Investments, Hedge Funds, Securities, Equities, Asset Allocation, Asset Managment, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Wealth Management
Education
Colgate University 1990 — 1994
B.A., English
Syracuse, Florence Italy 1993 — 1993
The Taft School 1986 — 1990
Merrill Lynch September 2008 - Present
RW Collings January 2004 - July 2008
Trinity Capital Advisors January 2002 - December 2002
Cypress Funds January 2001 - December 2001
Montgomery Securities January 1996 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Private Equity, Investments, Hedge Funds, Securities, Equities, Asset Allocation, Asset Managment, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Wealth Management
Education
Colgate University 1990 — 1994
B.A., English
Syracuse, Florence Italy 1993 — 1993
The Taft School 1986 — 1990
John F Rice's Merrill Lynch Experience February 2008 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Morgan Stanley February 2003 - February 2008
GoPrinter, Inc. July 2000 - February 2002
Commerx, Inc August 1998 - June 2000
Iridium 1996 - 1997
Global Market Enterprises, LTD March 1992 - June 1996
Square D Company July 1987 - October 1990
Motorola May 1976 - June 1987
Baxter Laboratories July 1973 - May 1976
Skills
Estate Planning, Mutual Funds, Financial Analysis, Alternative Investments, Investments, Insurance, Retirement Planning, Finance, Small Business, Portfolio Management, Financial Modeling, Financial Services, Investment Management, Series 7, Venture Capital, Managerial Finance, Financial Reporting, Loans, Equities, Start-ups, Management, Bonds, 401k, Accounting, Strategic Planning, Wealth Management, Investor Relations, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1971 — 1973
MBA, Finance and Accounting
Colgate University 1965 — 1969
BA, Economics
Merrill Lynch February 2008 - Present
Morgan Stanley February 2003 - February 2008
GoPrinter, Inc. July 2000 - February 2002
Commerx, Inc August 1998 - June 2000
Iridium 1996 - 1997
Global Market Enterprises, LTD March 1992 - June 1996
Square D Company July 1987 - October 1990
Motorola May 1976 - June 1987
Baxter Laboratories July 1973 - May 1976
Skills
Estate Planning, Mutual Funds, Financial Analysis, Alternative Investments, Investments, Insurance, Retirement Planning, Finance, Small Business, Portfolio Management, Financial Modeling, Financial Services, Investment Management, Series 7, Venture Capital, Managerial Finance, Financial Reporting, Loans, Equities, Start-ups, Management, Bonds, 401k, Accounting, Strategic Planning, Wealth Management, Investor Relations, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1971 — 1973
MBA, Finance and Accounting
Colgate University 1965 — 1969
BA, Economics
Tony Barrett Tony Barrett's Merrill Lynch Experience 2006 - 2009
Job Senior Vice President of Investments, PA/NJ/DE Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2013 - Present
Raymond James 2009 - 2013
Merrill Lynch 2006 - 2009
UBS Financial Services Inc. 1999 - 2006
Merrill Lynch 1995 - 1999
SNL Financial 1994 - 1995
Skills
Investments, Securities, Financial Advisory, Wealth Management, Sales Management
Education
Colgate University 1990 — 1994
B.A., Economics
Raymond James 2013 - Present
Raymond James 2009 - 2013
Merrill Lynch 2006 - 2009
UBS Financial Services Inc. 1999 - 2006
Merrill Lynch 1995 - 1999
SNL Financial 1994 - 1995
Skills
Investments, Securities, Financial Advisory, Wealth Management, Sales Management
Education
Colgate University 1990 — 1994
B.A., Economics
Cliff Pollack Cliff Pollack's Merrill Lynch Experience January 2000 - January 2003
Job Senior Director Human Resources at Pfizer
Industry Human Resources
Experience
Pfizer May 2013 - Present
Pfizer October 2009 - Present
Wyeth January 2008 - September 2009
Wyeth Pharmaceuticals July 2005 - December 2008
Sandoz July 2004 - July 2005
Sandoz July 2003 - July 2004
Merrill Lynch January 2000 - January 2003
Merrill Lynch January 1998 - January 2000
Merrill Lynch January 1997 - January 1998
Skills
Performance Management, Talent Acquisition, Talent Management, Human Resources, Succession Planning, Strategy, Employee Engagement, HRIS, Change Management, Employee Relations, Leadership, Interviews, Deferred Compensation, Recruiting, Personnel Management, Leadership Development
Education
Teachers College of Columbia University 1989 — 1992
M.A, Human Resources/Organization Psych
Colgate University 1984 — 1988
B.A., Psychology, Japanese
Pfizer May 2013 - Present
Pfizer October 2009 - Present
Wyeth January 2008 - September 2009
Wyeth Pharmaceuticals July 2005 - December 2008
Sandoz July 2004 - July 2005
Sandoz July 2003 - July 2004
Merrill Lynch January 2000 - January 2003
Merrill Lynch January 1998 - January 2000
Merrill Lynch January 1997 - January 1998
Skills
Performance Management, Talent Acquisition, Talent Management, Human Resources, Succession Planning, Strategy, Employee Engagement, HRIS, Change Management, Employee Relations, Leadership, Interviews, Deferred Compensation, Recruiting, Personnel Management, Leadership Development
Education
Teachers College of Columbia University 1989 — 1992
M.A, Human Resources/Organization Psych
Colgate University 1984 — 1988
B.A., Psychology, Japanese
Jordan Less Jordan Less's Merrill Lynch Experience March 2012 - April 2013
Job Business Associate Consultant at ZS Associates
Industry Management Consulting
Experience
ZS Associates April 2013 - Present
Merrill Lynch March 2012 - April 2013
Fund for the Public Interest April 2011 - August 2011
U.S. PIRG July 2010 - April 2011
Colgate University January 2010 - May 2010
Skills
Data Analysis, Marketing Strategy, Leadership, Marketing, Community Outreach, Leadership Development, Team Leadership, Training, Microsoft Excel
Education
Colgate University 2006 — 2010
Bachelor of Arts, Psychology; Economics
Millburn High School 2002 — 2006
ZS Associates April 2013 - Present
Merrill Lynch March 2012 - April 2013
Fund for the Public Interest April 2011 - August 2011
U.S. PIRG July 2010 - April 2011
Colgate University January 2010 - May 2010
Skills
Data Analysis, Marketing Strategy, Leadership, Marketing, Community Outreach, Leadership Development, Team Leadership, Training, Microsoft Excel
Education
Colgate University 2006 — 2010
Bachelor of Arts, Psychology; Economics
Millburn High School 2002 — 2006
Lawrence A. Fishman Lawrence A. Fishman's Merrill Lynch Experience 1988 - 2002
Job L.A. Fishman & Co. Inc.
Industry Internet
Experience
WGS Enterprises Unlimited, Inc. June 2007 - August 2008
ML & Co. January 2002 - October 2006
WFG 2003 - 2004
Merill Lynch & Co. June 1989 - January 2002
Merrill Lynch 1988 - 2002
Warner Brothers Records January 1979 - December 1987
The Vandals September 1965 - June 1971
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Institute of Audio Research 1976 — 1978
Certification, Recording & Enginneering
University of Colorado Boulder 1973 — 1976
BA, Philosophy
Colgate University 1972 — 1973
Philosophy
WGS Enterprises Unlimited, Inc. June 2007 - August 2008
ML & Co. January 2002 - October 2006
WFG 2003 - 2004
Merill Lynch & Co. June 1989 - January 2002
Merrill Lynch 1988 - 2002
Warner Brothers Records January 1979 - December 1987
The Vandals September 1965 - June 1971
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Institute of Audio Research 1976 — 1978
Certification, Recording & Enginneering
University of Colorado Boulder 1973 — 1976
BA, Philosophy
Colgate University 1972 — 1973
Philosophy
Alexey Bulankov, CFP®, ChFC, CLU Alexey Bulankov, CFP®, ChFC, CLU's Merrill Lynch Experience 1999 - 2002
Job Vice President Portfolio Manager
Industry Investment Management
Experience
Mechanics Bank- Wealth Management June 2015 - Present
Bank of the West Wealth Management I BNP PARIBAS GROUP February 2014 - May 2015
McCarthy Asset Management, Inc. December 2010 - February 2014
Charles Schwab December 2004 - November 2010
Citicorp Investment Services Inc ( Citigroup) 2002 - March 2004
Merrill Lynch 1999 - 2002
Skills
Wealth Management, Retirement Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Retirement, Finance, Mutual Funds, Financial Planners, Asset Management, Wealth Management..., Wealth, Investment Management, Personal Finance, High Net Worth..., Alternative Investments, Financial Planning, Tax, Financial Markets, Series 7, FINRA, Emerging Markets, ETFs, Equities, Securities, Valuation, Separately Managed..., Hedge Funds, 401k, Private Banking, Insurance, Series 65, Options, Private Wealth..., Fixed Income, Money Management, Endowments, Investment Policy, Banking, Financial Services, Estate Planning, Uniform Combined State..., Bonds, Fixed Annuities, IRAs, Series 63
Education
San Francisco State University 1995 — 1999
BA
CFA Institute
The American College 2001 — 2005
Chartered Financial Consultant, Chartered Life Underwriter
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist (AAMS®)
Mechanics Bank- Wealth Management June 2015 - Present
Bank of the West Wealth Management I BNP PARIBAS GROUP February 2014 - May 2015
McCarthy Asset Management, Inc. December 2010 - February 2014
Charles Schwab December 2004 - November 2010
Citicorp Investment Services Inc ( Citigroup) 2002 - March 2004
Merrill Lynch 1999 - 2002
Skills
Wealth Management, Retirement Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Retirement, Finance, Mutual Funds, Financial Planners, Asset Management, Wealth Management..., Wealth, Investment Management, Personal Finance, High Net Worth..., Alternative Investments, Financial Planning, Tax, Financial Markets, Series 7, FINRA, Emerging Markets, ETFs, Equities, Securities, Valuation, Separately Managed..., Hedge Funds, 401k, Private Banking, Insurance, Series 65, Options, Private Wealth..., Fixed Income, Money Management, Endowments, Investment Policy, Banking, Financial Services, Estate Planning, Uniform Combined State..., Bonds, Fixed Annuities, IRAs, Series 63
Education
San Francisco State University 1995 — 1999
BA
CFA Institute
The American College 2001 — 2005
Chartered Financial Consultant, Chartered Life Underwriter
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist (AAMS®)
Geoffrey Sernyak Geoffrey Sernyak's Merrill Lynch Experience June 2010 - August 2010
Job Law Student at Washington University in St. Louis
Industry Real Estate
Experience
Flank May 2015 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Equinox July 2012 - August 2012
Rubin, Fortunato & Harbison P.C. May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Exelon May 2010 - June 2010
Armstrong, Doyle & Carroll June 2009 - August 2009
Waynesborough Country Club April 2005 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Writing, Oral Communication, Analytical Reasoning, Problem Solving, Bloomberg Terminal, Strategy, Valuation
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.), Real Estate
Vanderbilt University 2011 — 2014
Bachelor's Degree, Economics, Dean's List
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program, Business Administration and Management, General
University College London, U. of London 2012 — 2012
Bachelor of Arts (BA), Economics
Colgate University 2010 — 2011
The Episcopal Academy 2006 — 2010
Flank May 2015 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Equinox July 2012 - August 2012
Rubin, Fortunato & Harbison P.C. May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Exelon May 2010 - June 2010
Armstrong, Doyle & Carroll June 2009 - August 2009
Waynesborough Country Club April 2005 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Writing, Oral Communication, Analytical Reasoning, Problem Solving, Bloomberg Terminal, Strategy, Valuation
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.), Real Estate
Vanderbilt University 2011 — 2014
Bachelor's Degree, Economics, Dean's List
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program, Business Administration and Management, General
University College London, U. of London 2012 — 2012
Bachelor of Arts (BA), Economics
Colgate University 2010 — 2011
The Episcopal Academy 2006 — 2010
Peter Barsoom Peter Barsoom's Merrill Lynch Experience March 2003 - June 2006
Job Founder and CEO, Nuka Enterprises
Industry Financial Services
Experience
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
John Goodman John Goodman's Merrill Lynch Experience June 2006 - August 2006
Job Empassioned Connected Home Product Ringleader
Industry Consumer Electronics
Experience
Canary (canary.is) July 2015 - August 2015
Good Apple Digital October 2014 - March 2015
IntercontinentalExchange, Inc. / NYSE July 2013 - February 2014
NYSE Euronext July 2011 - June 2013
Murray Hill Properties June 2008 - August 2008
Paulson & Co. June 2007 - December 2007
Merrill Lynch June 2006 - August 2006
Skills
Product Development, Product Management, Product Strategy, Connected Devices, Business Analysis, Strategic Communications, IOT, Python, Java, C, Writing, Market Research, Quantitative Analytics, Digital Media, Social Media, Data Analysis, Capital Markets, Sales Presentations, Client Relations Skills, Microsoft Excel, PowerPoint, Financial Analysis, Salesforce.com, Investments, Investor Relations, CRM, Marketing, Microsoft Office, Research, Public Speaking, Analytics
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Connected Home (IoT) Product Management & Marketing, Full-Time MBA Class of 2017
Colgate University 2007 — 2011
BA, Political Science
Hackley School 2003 — 2007
St. Bernard's School 1995 — 2003
Canary (canary.is) July 2015 - August 2015
Good Apple Digital October 2014 - March 2015
IntercontinentalExchange, Inc. / NYSE July 2013 - February 2014
NYSE Euronext July 2011 - June 2013
Murray Hill Properties June 2008 - August 2008
Paulson & Co. June 2007 - December 2007
Merrill Lynch June 2006 - August 2006
Skills
Product Development, Product Management, Product Strategy, Connected Devices, Business Analysis, Strategic Communications, IOT, Python, Java, C, Writing, Market Research, Quantitative Analytics, Digital Media, Social Media, Data Analysis, Capital Markets, Sales Presentations, Client Relations Skills, Microsoft Excel, PowerPoint, Financial Analysis, Salesforce.com, Investments, Investor Relations, CRM, Marketing, Microsoft Office, Research, Public Speaking, Analytics
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Connected Home (IoT) Product Management & Marketing, Full-Time MBA Class of 2017
Colgate University 2007 — 2011
BA, Political Science
Hackley School 2003 — 2007
St. Bernard's School 1995 — 2003
Katie Adams's Merrill Lynch Experience May 2005 - September 2006
Job Head of Investor Relations at Resonate Capital
Industry Financial Services
Experience
Resonate Capital July 2014 - Present
Ski Patrick January 2014 - Present
ITG, Inc September 2006 - July 2013
Majestic Research September 2006 - October 2010
Merrill Lynch May 2005 - September 2006
Skills
Equities, Investments, Hedge Funds, Asset Management, Capital Markets, Financial Services, Business Development, Investor Relations, Marketing, Big Data Analytics, Marketing Strategy, Strategy, Marketing Communications, Public Relations, Corporate Communications, Big Data, Data Analytics, Entrepreneurship, Start-ups, Strategic Planning, Content Strategy, Content Marketing
Education
Colgate University 1998 — 2002
BA
Resonate Capital July 2014 - Present
Ski Patrick January 2014 - Present
ITG, Inc September 2006 - July 2013
Majestic Research September 2006 - October 2010
Merrill Lynch May 2005 - September 2006
Skills
Equities, Investments, Hedge Funds, Asset Management, Capital Markets, Financial Services, Business Development, Investor Relations, Marketing, Big Data Analytics, Marketing Strategy, Strategy, Marketing Communications, Public Relations, Corporate Communications, Big Data, Data Analytics, Entrepreneurship, Start-ups, Strategic Planning, Content Strategy, Content Marketing
Education
Colgate University 1998 — 2002
BA
Eric Main, CFA Eric Main, CFA's Merrill Lynch Experience May 2009 - April 2010
Job Examiner at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago October 2014 - Present
California Department of Business Oversight - Banking Division August 2014 - October 2014
California Department of Business Oversight April 2010 - August 2014
Merrill Lynch May 2009 - April 2010
Merrill Lynch June 2008 - April 2009
Youngstown SteelHounds February 2008 - June 2008
Texas Brahmas Hockey Club August 2007 - February 2008
Merrill Lynch June 2007 - August 2007
Stockton Thunder August 2006 - May 2007
Colgate University August 2005 - June 2006
Skills
Investment Advisory, Excel, Microsoft Office, Financial Analysis, Word, Budgets, Microsoft Word, Microsoft Excel, Financial Risk, Investments, Finance, Analysis, Loans, Economics, Financial Modeling, Risk Management, Banking, Credit Risk, Management, Portfolio Management, Leadership
Education
Colgate University 2002 — 2006
BA, Economics and Education
Federal Reserve Bank of Chicago October 2014 - Present
California Department of Business Oversight - Banking Division August 2014 - October 2014
California Department of Business Oversight April 2010 - August 2014
Merrill Lynch May 2009 - April 2010
Merrill Lynch June 2008 - April 2009
Youngstown SteelHounds February 2008 - June 2008
Texas Brahmas Hockey Club August 2007 - February 2008
Merrill Lynch June 2007 - August 2007
Stockton Thunder August 2006 - May 2007
Colgate University August 2005 - June 2006
Skills
Investment Advisory, Excel, Microsoft Office, Financial Analysis, Word, Budgets, Microsoft Word, Microsoft Excel, Financial Risk, Investments, Finance, Analysis, Loans, Economics, Financial Modeling, Risk Management, Banking, Credit Risk, Management, Portfolio Management, Leadership
Education
Colgate University 2002 — 2006
BA, Economics and Education
Ann Redpath Ann Redpath's Merrill Lynch Experience December 2012 - June 2013
Job Product Marketing Manager at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. September 2015 - Present
Google May 2014 - August 2014
Merrill Lynch December 2012 - June 2013
Merrill Lynch December 2010 - December 2012
Merrill Lynch June 2009 - December 2010
Skills
Marketing, Capital Markets, Data Analytics, Digital Marketing, Google Analytics, Series 7, Data Analysis, Launching New Brands, Consumer Behaviour, Creative Strategy, Equities, Team Leadership, Project Management, Sales Management, Strategy, Marketing Strategy, Training, Presentations, Team Building, Product Marketing, Consumer Insight, Financial Modeling, Social Media
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA Candidate, Dual Concentration: Marketing Analytics & Consumer Marketing
Colgate University 2005 — 2009
Bachelor of Arts (BA), Art and Art History
Deerfield Academy 2002 — 2005
High School
Rocket Fuel Inc. September 2015 - Present
Google May 2014 - August 2014
Merrill Lynch December 2012 - June 2013
Merrill Lynch December 2010 - December 2012
Merrill Lynch June 2009 - December 2010
Skills
Marketing, Capital Markets, Data Analytics, Digital Marketing, Google Analytics, Series 7, Data Analysis, Launching New Brands, Consumer Behaviour, Creative Strategy, Equities, Team Leadership, Project Management, Sales Management, Strategy, Marketing Strategy, Training, Presentations, Team Building, Product Marketing, Consumer Insight, Financial Modeling, Social Media
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA Candidate, Dual Concentration: Marketing Analytics & Consumer Marketing
Colgate University 2005 — 2009
Bachelor of Arts (BA), Art and Art History
Deerfield Academy 2002 — 2005
High School
Dawn R. Schricke Dawn R. Schricke's Merrill Lynch Experience April 2013 - December 2014
Job Head of Advisor Implementation, Merrill Lynch Marketing
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions January 2013 - May 2015
Merrill Lynch April 2013 - December 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. July 2008 - August 2011
Morgan Stanley February 2007 - March 2008
Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning
Education
Oakland University 1998 — 2000
B.A., English & French Language & Literature
San Diego State University-California State University 1987 — 1989
International Finance
College for Financial Planning
Bank of America Merrill Lynch May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions January 2013 - May 2015
Merrill Lynch April 2013 - December 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. July 2008 - August 2011
Morgan Stanley February 2007 - March 2008
Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning
Education
Oakland University 1998 — 2000
B.A., English & French Language & Literature
San Diego State University-California State University 1987 — 1989
International Finance
College for Financial Planning
Josh Polsinelli Josh Polsinelli's Merrill Lynch Experience June 2004 - March 2006
Job Manager, Business Development at PayPal
Industry Financial Services
Experience
Azul Linhas Aéreas Brasileiras May 2013 - August 2013
Mead Park Management January 2012 - June 2012
Cohen & Company Securities 2009 - July 2011
Cohen & Company Securities 2006 - 2009
Merrill Lynch June 2004 - March 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
Colgate University 2000 — 2004
Bachelors
Azul Linhas Aéreas Brasileiras May 2013 - August 2013
Mead Park Management January 2012 - June 2012
Cohen & Company Securities 2009 - July 2011
Cohen & Company Securities 2006 - 2009
Merrill Lynch June 2004 - March 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
Colgate University 2000 — 2004
Bachelors
Timothy Schoeffler Timothy Schoeffler's Merrill Lynch Experience 1979 - 1981
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Ryan Dowgin Ryan Dowgin's Merrill Lynch Experience April 2014 - Present
Job Online Fraud Monitoring Senior Fraud Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Colgate Football Twitter March 2011 - Present
Merrill Lynch January 2014 - April 2014
Bank of America Merrill Lynch September 2009 - December 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Project Management, Nonprofits, Management, Fundraising, Social Media
Education
Colgate University 2005 — 2009
Bachelor of Arts (BA), Geography
Merrill Lynch April 2014 - Present
Colgate Football Twitter March 2011 - Present
Merrill Lynch January 2014 - April 2014
Bank of America Merrill Lynch September 2009 - December 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Project Management, Nonprofits, Management, Fundraising, Social Media
Education
Colgate University 2005 — 2009
Bachelor of Arts (BA), Geography
Brian Power, CFP®, AIF®, M.S.'s Merrill Lynch Experience March 1992 - January 2010
Job Principal/Wealth Management Advisor at Gateway Advisory, LLC
Industry Financial Services
Experience
Gateway Advisory, LLC January 2010 - Present
Merrill Lynch March 1992 - January 2010
Skills
Financial Planning, Investment Advisory, Estate Planning, Retiree Healthcare..., Social Security Timing..., College Planning, Consumer Debt Structure..., Wealth Management
Education
College for Financial Planning 2000 — 2003
M.S., Financial Planning with Honors
New York University 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.S., Finance
Arthur L. Johnson Regional High School 1984 — 1988
Gateway Advisory, LLC January 2010 - Present
Merrill Lynch March 1992 - January 2010
Skills
Financial Planning, Investment Advisory, Estate Planning, Retiree Healthcare..., Social Security Timing..., College Planning, Consumer Debt Structure..., Wealth Management
Education
College for Financial Planning 2000 — 2003
M.S., Financial Planning with Honors
New York University 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.S., Finance
Arthur L. Johnson Regional High School 1984 — 1988
Elizabeth Willey's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management June 2014 - July 2015
Barclays Wealth and Investment Management November 2011 - June 2014
Barclays Wealth and Investment Management December 2009 - November 2011
Société Générale June 2007 - August 2007
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
Westfield High School 2001 — 2005
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management June 2014 - July 2015
Barclays Wealth and Investment Management November 2011 - June 2014
Barclays Wealth and Investment Management December 2009 - November 2011
Société Générale June 2007 - August 2007
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
Westfield High School 2001 — 2005
Donald Johnston Donald Johnston's Merrill Lynch Experience 1994 - 1996
Job
Industry Investment Management
Experience
Eagle Trading Systems Inc. January 2013 - Present
Optima Fund Management LLC January 2005 - December 2012
Falcon Point Capital 2002 - 2004
Goldman Sachs 1996 - 2002
Merrill Lynch 1994 - 1996
The Boston Consulting Group 1990 - 1992
Ryobi Limited 1987 - 1989
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Allocation, Investment Management, Investor Relations, Investment Strategies, Asset Management, Communication, Japanese, Securities, Valuation, Financial Services, Options, Equity Research, Global Macro, CTA, Quantitative Investing, Alpha Generation, Absolute Return, Institutional..., Investments, Trading, Business Development, Marketing, Client Service, Sales, Portfolio Management, Portfolio Construction, Due Diligence, Financial Modeling, Emerging Markets, Fixed Income, Structured Products, Derivatives, Currencies, Commodities, United States, Canada, Japan, Europe, Asia, Australia, Latin America, Beginning French, Beginning Chinese..., Capital Markets, Equity Trading, Equity Derivatives
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, Marketing and Accounting
University of Michigan 1984 — 1986
MA, Japanese Studies
Colgate University 1980 — 1984
BA
Eagle Trading Systems Inc. January 2013 - Present
Optima Fund Management LLC January 2005 - December 2012
Falcon Point Capital 2002 - 2004
Goldman Sachs 1996 - 2002
Merrill Lynch 1994 - 1996
The Boston Consulting Group 1990 - 1992
Ryobi Limited 1987 - 1989
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Allocation, Investment Management, Investor Relations, Investment Strategies, Asset Management, Communication, Japanese, Securities, Valuation, Financial Services, Options, Equity Research, Global Macro, CTA, Quantitative Investing, Alpha Generation, Absolute Return, Institutional..., Investments, Trading, Business Development, Marketing, Client Service, Sales, Portfolio Management, Portfolio Construction, Due Diligence, Financial Modeling, Emerging Markets, Fixed Income, Structured Products, Derivatives, Currencies, Commodities, United States, Canada, Japan, Europe, Asia, Australia, Latin America, Beginning French, Beginning Chinese..., Capital Markets, Equity Trading, Equity Derivatives
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, Marketing and Accounting
University of Michigan 1984 — 1986
MA, Japanese Studies
Colgate University 1980 — 1984
BA
Thomas Opladen Jr Thomas Opladen Jr's Merrill Lynch Experience July 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Skills
Equity Derivatives, Equity Capital Markets, Equity Trading, Modeling, Share Repurchase, Hockey, Tender Offers, Structured Products
Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2007 - Present
Skills
Equity Derivatives, Equity Capital Markets, Equity Trading, Modeling, Share Repurchase, Hockey, Tender Offers, Structured Products
Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Bruce Strum's Merrill Lynch Experience June 2008 - September 2012
Job Experienced Portfolio Advisory
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
CooperRiis April 2013 - August 2015
Lumina Wealth September 2012 - January 2014
Merrill Lynch June 2008 - September 2012
MountainTop Ventures February 2005 - June 2008
Strum Construction November 1995 - June 2008
Time Warner Telecom June 2000 - February 2003
CT Communications 1998 - 2000
MCI 1995 - 1996
Skills
Non-profit..., IRS Form 990, Capital Budgeting, MBA, Financial Analysis, Portfolio Management, Finance, Series 7, Asset Management, Account Management, Strategic Planning, Public Speaking, Financial Modeling, Investment Advisory, Microsoft Excel, Budgets, Strategy, Market Analysis, Risk Assessment, Trend Analysis, Budget Analysis, Microsoft Office, Financial Planning, Business Strategy, Excel, Team Building, Investments, Management, Analysis, Asset Allocation, Small Business, Strategic Financial..., Concur, Financial Reporting, Cognos, Intacct, Leadership, Customer Service, Sales, Nonprofits, Entrepreneurship, Marketing
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance
Kaplan University 2010 — 2011
CFP, Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics and Political Science
franklin high
Fidelity Investments July 2015 - Present
CooperRiis April 2013 - August 2015
Lumina Wealth September 2012 - January 2014
Merrill Lynch June 2008 - September 2012
MountainTop Ventures February 2005 - June 2008
Strum Construction November 1995 - June 2008
Time Warner Telecom June 2000 - February 2003
CT Communications 1998 - 2000
MCI 1995 - 1996
Skills
Non-profit..., IRS Form 990, Capital Budgeting, MBA, Financial Analysis, Portfolio Management, Finance, Series 7, Asset Management, Account Management, Strategic Planning, Public Speaking, Financial Modeling, Investment Advisory, Microsoft Excel, Budgets, Strategy, Market Analysis, Risk Assessment, Trend Analysis, Budget Analysis, Microsoft Office, Financial Planning, Business Strategy, Excel, Team Building, Investments, Management, Analysis, Asset Allocation, Small Business, Strategic Financial..., Concur, Financial Reporting, Cognos, Intacct, Leadership, Customer Service, Sales, Nonprofits, Entrepreneurship, Marketing
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance
Kaplan University 2010 — 2011
CFP, Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics and Political Science
franklin high
William Civitillo's Merrill Lynch Experience June 2011 - August 2011
Job Account Relationship Manager at Pico Quantitative Trading
Industry Financial Services
Experience
Pico Quantitative Trading August 2014 - Present
NYSE Euronext July 2013 - July 2014
Colgate Investment Office August 2011 - May 2013
Strategas Research Partners May 2012 - July 2012
Senator Mark Kirk January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Dahlman Rose & Co. May 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Stata, Microsoft Word, Bloomberg, Research, Economics, Statistics, Analysis, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Valuation, SAS, Entrepreneurship
Education
Colgate University 2009 — 2013
Bachelor’s Degree, Economics and Political Science Double Major
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Accounting, Corporate Finance, Marketing, Ethics, Strategy, Managerial Economics and Communication
Deerfield Academy 2006 — 2009
High School
Pico Quantitative Trading August 2014 - Present
NYSE Euronext July 2013 - July 2014
Colgate Investment Office August 2011 - May 2013
Strategas Research Partners May 2012 - July 2012
Senator Mark Kirk January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Dahlman Rose & Co. May 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Stata, Microsoft Word, Bloomberg, Research, Economics, Statistics, Analysis, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Valuation, SAS, Entrepreneurship
Education
Colgate University 2009 — 2013
Bachelor’s Degree, Economics and Political Science Double Major
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Accounting, Corporate Finance, Marketing, Ethics, Strategy, Managerial Economics and Communication
Deerfield Academy 2006 — 2009
High School
Lance Withers Slaughter Lance Withers Slaughter's Merrill Lynch Experience November 1994 - October 2005
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2005 - Present
Merrill Lynch November 1994 - October 2005
Smith Barney Shearson September 1990 - October 1994
Skills
Series 63, Retirement Planning, Securities, Mutual Funds, Fixed Income, Series 7, Strategic Planning, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Equities, Hedge Funds, Finance, Investment Advisory, Retirement, Bonds, 401k, Financial Advisory, Capital Markets, Trading, Banking, Strategic Financial..., Portfolio Management, Financial Modeling, FINRA, Asset Management, Financial Analysis, Risk Management, Wealth Management..., Investment Banking, Loans, Financial Services, ETFs, Estate Planning, Investment Strategies, Investment Management, Cash Management, Emerging Markets, Private Equity, Private Placements, Bloomberg, Financial Structuring, Options
Education
Colgate University
Bachelor's Degree, Economics
Rutgers University School of Law - Camden
Wells Fargo Advisors, LLC November 2005 - Present
Merrill Lynch November 1994 - October 2005
Smith Barney Shearson September 1990 - October 1994
Skills
Series 63, Retirement Planning, Securities, Mutual Funds, Fixed Income, Series 7, Strategic Planning, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Equities, Hedge Funds, Finance, Investment Advisory, Retirement, Bonds, 401k, Financial Advisory, Capital Markets, Trading, Banking, Strategic Financial..., Portfolio Management, Financial Modeling, FINRA, Asset Management, Financial Analysis, Risk Management, Wealth Management..., Investment Banking, Loans, Financial Services, ETFs, Estate Planning, Investment Strategies, Investment Management, Cash Management, Emerging Markets, Private Equity, Private Placements, Bloomberg, Financial Structuring, Options
Education
Colgate University
Bachelor's Degree, Economics
Rutgers University School of Law - Camden
Sara Baker Norman Sara Baker Norman's Merrill Lynch Experience January 2006 - January 2008
Job Electronic Sales Consultant, Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
Brooke Allen Forbes Brooke Allen Forbes's Merrill Lynch Experience March 2009 - January 2010
Job Senior Vice President, Customer Contact Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Merrill Lynch March 2009 - January 2010
Salesforce.com September 2003 - October 2006
Engage, Inc. 2001 - 2003
Skills
SaaS, Portfolio Management, Product Management, Vendor Management, Acquisition Integration, Cloud Computing, Salesforce.com, Process Improvement, Executive Management, Start-ups, Project Portfolio..., SDLC, Wealth Management, 401k, Product Strategy, IT Strategy
Education
Colgate University
Bachelor of Arts (B.A.)
Lincoln Sudbury High School
Fidelity Investments February 2010 - Present
Merrill Lynch March 2009 - January 2010
Salesforce.com September 2003 - October 2006
Engage, Inc. 2001 - 2003
Skills
SaaS, Portfolio Management, Product Management, Vendor Management, Acquisition Integration, Cloud Computing, Salesforce.com, Process Improvement, Executive Management, Start-ups, Project Portfolio..., SDLC, Wealth Management, 401k, Product Strategy, IT Strategy
Education
Colgate University
Bachelor of Arts (B.A.)
Lincoln Sudbury High School
Jameson Fauver Jameson Fauver's Merrill Lynch Experience May 2009 - August 2009
Job Director of Business Development at Kashable
Industry Financial Services
Experience
Kashable July 2014 - Present
Sun Life Financial April 2010 - July 2014
Merrill Lynch May 2009 - August 2009
Skills
Team Leadership, Disability Insurance, Insurance, New Business Development, Sales Management, Customer Service, Project Management, Account Management, Risk Management, Financial Analysis, Sales, Life Insurance
Education
Colgate University 2006 — 2010
Economics
Deerfield Academy 2003 — 2006
Universitat de Barcelona
Kashable July 2014 - Present
Sun Life Financial April 2010 - July 2014
Merrill Lynch May 2009 - August 2009
Skills
Team Leadership, Disability Insurance, Insurance, New Business Development, Sales Management, Customer Service, Project Management, Account Management, Risk Management, Financial Analysis, Sales, Life Insurance
Education
Colgate University 2006 — 2010
Economics
Deerfield Academy 2003 — 2006
Universitat de Barcelona
Ted Theisen's Merrill Lynch Experience April 1999 - February 2002
Job
Industry Financial Services
Experience
UBS April 2008 - October 2012
UBS Investment Bank August 2007 - February 2008
UnitedHealth Group August 2006 - December 2006
Merrill Lynch April 1999 - February 2002
Education
New York University - Leonard N. Stern School of Business 1980 — 1981
MBA
Colgate University 1966 — 1970
BA
UBS April 2008 - October 2012
UBS Investment Bank August 2007 - February 2008
UnitedHealth Group August 2006 - December 2006
Merrill Lynch April 1999 - February 2002
Education
New York University - Leonard N. Stern School of Business 1980 — 1981
MBA
Colgate University 1966 — 1970
BA
Karen Lyski Beatty's Merrill Lynch Experience January 1999 - May 2001
Job Director of Business Operations and Financial Aid at Hackley School
Industry Education Management
Experience
Hackley School July 2015 - Present
RBS Markets & International Banking April 2012 - June 2015
RBS Greenwich Capital January 2007 - June 2012
Moody's Investors Service September 2005 - December 2006
Moody's Investors Service October 2003 - September 2005
Merrill Lynch January 1999 - May 2001
Education
Darden Graduate School of Business 2001 — 2003
MBA, General Management
Colgate University 1993 — 1997
BA, History
Hackley School July 2015 - Present
RBS Markets & International Banking April 2012 - June 2015
RBS Greenwich Capital January 2007 - June 2012
Moody's Investors Service September 2005 - December 2006
Moody's Investors Service October 2003 - September 2005
Merrill Lynch January 1999 - May 2001
Education
Darden Graduate School of Business 2001 — 2003
MBA, General Management
Colgate University 1993 — 1997
BA, History
Elzbieta Mroz's Merrill Lynch Experience Business Analyst AVPJP Morgan Chase1998 - 2006
Job Business Analyst & Developer AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Business Analyst AVPJP Morgan Chase1998 - 2006
JPMorganChase 1998 - 2006
Chase 1998 - 2006
Education
Colgate University 1994 — 1998
Merrill Lynch Business Analyst AVPJP Morgan Chase1998 - 2006
JPMorganChase 1998 - 2006
Chase 1998 - 2006
Education
Colgate University 1994 — 1998
Mark Herr's Merrill Lynch Experience August 2002 - February 2009
Job Managing Director, Head of Corporate Communications at Point72 Asset Management
Industry Financial Services
Experience
SAC Capital May 2012 - Present
Point72 Asset Management May 2012 - Present
AIG February 2009 - May 2012
Merrill Lynch August 2002 - February 2009
New Jersey Division of Consumer Affairs/Bureau of Securities June 1994 - April 2002
Cohen, Shapiro, Shiekman and Cohen September 1991 - June 1994
New Jersey Republican State Committee February 1993 - November 1993
McCarter & English, LLP January 1990 - August 1991
Office of the Governor, New Jersey July 1985 - January 1990
United Press International December 1982 - January 1985
Skills
Corporate Law, Investor Relations, Management, Litigation, International Relations, Strategy, Strategic Communications, Media Relations, Securities, Editing, Financial Services, Crisis Communications, Civil Litigation, Corporate Communications, Public Relations, Crisis Management, Internal Communications, Social Media, Speech Writing, Public Speaking
Education
Seton Hall University School of Law 1986 — 1990
JD, Law
Columbia University - Graduate School of Journalism 1981 — 1982
MSJ, Journalism
Colgate University 1975 — 1979
BA, History, English
South Shore HS 1971 — 1975
SAC Capital May 2012 - Present
Point72 Asset Management May 2012 - Present
AIG February 2009 - May 2012
Merrill Lynch August 2002 - February 2009
New Jersey Division of Consumer Affairs/Bureau of Securities June 1994 - April 2002
Cohen, Shapiro, Shiekman and Cohen September 1991 - June 1994
New Jersey Republican State Committee February 1993 - November 1993
McCarter & English, LLP January 1990 - August 1991
Office of the Governor, New Jersey July 1985 - January 1990
United Press International December 1982 - January 1985
Skills
Corporate Law, Investor Relations, Management, Litigation, International Relations, Strategy, Strategic Communications, Media Relations, Securities, Editing, Financial Services, Crisis Communications, Civil Litigation, Corporate Communications, Public Relations, Crisis Management, Internal Communications, Social Media, Speech Writing, Public Speaking
Education
Seton Hall University School of Law 1986 — 1990
JD, Law
Columbia University - Graduate School of Journalism 1981 — 1982
MSJ, Journalism
Colgate University 1975 — 1979
BA, History, English
South Shore HS 1971 — 1975
Christie Bonilla's Merrill Lynch Experience May 2005 - August 2005
Job Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
ING U.S. 2010 - 2014
ING U.S. 2006 - 2010
Merrill Lynch May 2005 - August 2005
Skills
Bloomberg, Capital Markets, Finance, Financial Markets, Fixed Income, Money Market, Series 7, Trading, Derivatives, Investment Banking, Equities, Hedge Funds, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Colgate University 2002 — 2006
BA, Philosophy
Stuyvesant High School 1998 — 2002
Graduate
Bloomberg LP August 2014 - Present
ING U.S. 2010 - 2014
ING U.S. 2006 - 2010
Merrill Lynch May 2005 - August 2005
Skills
Bloomberg, Capital Markets, Finance, Financial Markets, Fixed Income, Money Market, Series 7, Trading, Derivatives, Investment Banking, Equities, Hedge Funds, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Colgate University 2002 — 2006
BA, Philosophy
Stuyvesant High School 1998 — 2002
Graduate
Barbra Tolentino Mockus's Merrill Lynch Experience November 2007 - December 2007
Job Graphic Designer at Cardiovascular Research Foundation
Industry Graphic Design
Experience
Cardiovascular Research Foundation August 2013 - Present
Real Estate Arts May 2011 - July 2013
Beyer Blinder Belle December 2007 - December 2011
OppenheimerFunds October 2006 - May 2011
C&G Partners May 2010 - May 2010
AllianceBernstein February 2010 - March 2010
The College Board November 2009 - December 2009
Merrill Lynch November 2007 - December 2007
USA WEEKEND Magazine November 2007 - November 2007
Langton Cherubino Group October 2006 - October 2007
Skills
Graphic Design, Graphics, Typography, Brochures, Logo Design, Art Direction, Layout, Posters, Image Manipulation, Visual Communication, Pre-press, Corporate Identity, Banners, Catalogs, Direct Mail, Invitations, Photoshop
Education
University of the Arts London 2005 — 2005
MA, Graphic Design
The School of the Art Institute of Chicago 2003 — 2004
MFA, Studio, Visual Communication (1st year completed)
College for Creative Studies 2001 — 2001
De Program International Summer Graphic Design Program
University of Wisconsin-Milwaukee 1995 — 1999
BFA, Graphic Design
Cardiovascular Research Foundation August 2013 - Present
Real Estate Arts May 2011 - July 2013
Beyer Blinder Belle December 2007 - December 2011
OppenheimerFunds October 2006 - May 2011
C&G Partners May 2010 - May 2010
AllianceBernstein February 2010 - March 2010
The College Board November 2009 - December 2009
Merrill Lynch November 2007 - December 2007
USA WEEKEND Magazine November 2007 - November 2007
Langton Cherubino Group October 2006 - October 2007
Skills
Graphic Design, Graphics, Typography, Brochures, Logo Design, Art Direction, Layout, Posters, Image Manipulation, Visual Communication, Pre-press, Corporate Identity, Banners, Catalogs, Direct Mail, Invitations, Photoshop
Education
University of the Arts London 2005 — 2005
MA, Graphic Design
The School of the Art Institute of Chicago 2003 — 2004
MFA, Studio, Visual Communication (1st year completed)
College for Creative Studies 2001 — 2001
De Program International Summer Graphic Design Program
University of Wisconsin-Milwaukee 1995 — 1999
BFA, Graphic Design
Paul Hanslick's Merrill Lynch Experience 1989 - 1992
Job Owner, Slick Svcs LLC
Industry Capital Markets
Experience
Slick Svcs LLC contractorCalypso Technology2006 - 2008
Westpac 2006 - 2007
ABN AMRO 1995 - 1997
HSBC 1992 - 1995
Merrill Lynch 1989 - 1992
Skills
FX Options, Trading Systems, Financial Markets, Fixed Income, Derivatives, Capital Markets, Options, Credit Risk, Equities, Investment Banking, Asset Management, Hedge Funds, Interest Rate..., Treasury, Foreign Exchange, Money Market, Funding, Risk Management, Trading, Management, Project Management, Business Analysis, Market Risk
Education
Colgate University 1985 — 1989
School
Slick Svcs LLC contractorCalypso Technology2006 - 2008
Westpac 2006 - 2007
ABN AMRO 1995 - 1997
HSBC 1992 - 1995
Merrill Lynch 1989 - 1992
Skills
FX Options, Trading Systems, Financial Markets, Fixed Income, Derivatives, Capital Markets, Options, Credit Risk, Equities, Investment Banking, Asset Management, Hedge Funds, Interest Rate..., Treasury, Foreign Exchange, Money Market, Funding, Risk Management, Trading, Management, Project Management, Business Analysis, Market Risk
Education
Colgate University 1985 — 1989
School
Michele Janes's Merrill Lynch Experience July 1999 - June 2001
Job Vice President, Digital Solutions
Industry Financial Services
Experience
Visa August 2013 - Present
Visa Inc. January 2013 - August 2013
Visa Inc 2010 - January 2013
Visa Inc 2008 - 2010
Visa USA 2005 - 2008
Visa USA 2003 - 2005
Merrill Lynch July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Skills
Mobile Payments, Payments, Cards, Mobile Commerce, Strategy, Business Strategy, Banking, ACH, Smart Cards, Mobile Devices, Relationship Management, Loyalty Programs, Electronic Payments, P&L Management, Customer Acquisition, Payment Gateways, Product Marketing, NFC, Product Innovation, Loyalty Marketing, Financial Services, Payment Industry, Start-ups, Partnerships, E-payments, Internet Banking, Strategic Partnerships, EMV, Business Planning, Leadership, Gift Cards, Contactless Payments, Mobile Applications, Electronic Funds..., Go-to-market Strategy, PCI DSS, Analytics, Payment Cards, Merchant Services, Payment Services, Payment Card Processing, Retail Banking, Debit Cards, Mobile Technology, Acquiring, Transaction Processing, Executive Management, E-commerce, Payment Systems, Product Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Colgate University
Bachelor of Arts (B.A.), Honors Economics
Visa August 2013 - Present
Visa Inc. January 2013 - August 2013
Visa Inc 2010 - January 2013
Visa Inc 2008 - 2010
Visa USA 2005 - 2008
Visa USA 2003 - 2005
Merrill Lynch July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Skills
Mobile Payments, Payments, Cards, Mobile Commerce, Strategy, Business Strategy, Banking, ACH, Smart Cards, Mobile Devices, Relationship Management, Loyalty Programs, Electronic Payments, P&L Management, Customer Acquisition, Payment Gateways, Product Marketing, NFC, Product Innovation, Loyalty Marketing, Financial Services, Payment Industry, Start-ups, Partnerships, E-payments, Internet Banking, Strategic Partnerships, EMV, Business Planning, Leadership, Gift Cards, Contactless Payments, Mobile Applications, Electronic Funds..., Go-to-market Strategy, PCI DSS, Analytics, Payment Cards, Merchant Services, Payment Services, Payment Card Processing, Retail Banking, Debit Cards, Mobile Technology, Acquiring, Transaction Processing, Executive Management, E-commerce, Payment Systems, Product Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Colgate University
Bachelor of Arts (B.A.), Honors Economics
Mark Klausner's Merrill Lynch Experience 1993 - 1995
Job Owner, Westwicke Partners, LLC
Industry Management Consulting
Experience
Westwicke Partners, LLC June 2006 - Present
Wachovia Securities June 2004 - May 2006
Signal Hill Capital 2003 - 2004
Deutsche Bank 2000 - 2002
BT Alex. Brown 1999 - 2000
Alex. Brown & Sons 1995 - 1999
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Capital Markets, Equities, Healthcare, Investor Relations, Corporate Finance, Mergers, IPO, Management Consulting, Communications Strategy, Strategic Communications, Crisis Communications, Communications Planning, Investor Presentations, Institutional Investors, Mergers & Acquisitions, Executive Management, Valuation, Financial Structuring, Institutional..., Structured Finance, Fixed Income, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
MBA
Colgate University 1983 — 1987
BA, Economics / Computer Science
London School of Economics and Political Science
Westwicke Partners, LLC June 2006 - Present
Wachovia Securities June 2004 - May 2006
Signal Hill Capital 2003 - 2004
Deutsche Bank 2000 - 2002
BT Alex. Brown 1999 - 2000
Alex. Brown & Sons 1995 - 1999
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Capital Markets, Equities, Healthcare, Investor Relations, Corporate Finance, Mergers, IPO, Management Consulting, Communications Strategy, Strategic Communications, Crisis Communications, Communications Planning, Investor Presentations, Institutional Investors, Mergers & Acquisitions, Executive Management, Valuation, Financial Structuring, Institutional..., Structured Finance, Fixed Income, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
MBA
Colgate University 1983 — 1987
BA, Economics / Computer Science
London School of Economics and Political Science
Bob Consigli's Merrill Lynch Experience December 1978 - January 1991
Job Internal Wholesaler
Industry Investment Management
Experience
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Barry Hoaire's Merrill Lynch Experience December 2002 - December 2003
Job Portfolio Manager / CoHead of Fixed Income at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors April 2015 - Present
Bel Air Investment Advisors October 2013 - Present
Western Asset Management March 2012 - October 2013
Western Asset Management September 2009 - March 2012
Western Asset Management January 2004 - September 2009
Merrill Lynch December 2002 - December 2003
Coca-Cola Enterprises December 2001 - December 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Trading, Mutual Funds, Swaps, Money Market, CDS, Management, Bloomberg
Education
Colgate University 1997 — 2001
BA, History
DePaul Catholic 1993 — 1997
Bel Air Investment Advisors April 2015 - Present
Bel Air Investment Advisors October 2013 - Present
Western Asset Management March 2012 - October 2013
Western Asset Management September 2009 - March 2012
Western Asset Management January 2004 - September 2009
Merrill Lynch December 2002 - December 2003
Coca-Cola Enterprises December 2001 - December 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Trading, Mutual Funds, Swaps, Money Market, CDS, Management, Bloomberg
Education
Colgate University 1997 — 2001
BA, History
DePaul Catholic 1993 — 1997
Lauren Sclafani's Merrill Lynch Experience June 2006 - June 2014
Job Executive Director, UBS Equity Sales
Industry Financial Services
Experience
UBS June 2014 - Present
Merrill Lynch June 2006 - June 2014
Prudential Equity Group January 2001 - June 2006
Education
Colgate University
UBS June 2014 - Present
Merrill Lynch June 2006 - June 2014
Prudential Equity Group January 2001 - June 2006
Education
Colgate University
David Madgett's Merrill Lynch Experience January 1900 - February 1900
Job Student
Industry Law Practice
Experience
CIA January 1900 - February 1900
Merrill Lynch January 1900 - February 1900
Dorsey & Whitney LLP January 1900 - February 1900
Dorsey & Whitney LLP January 1900 - February 1900
Education
University of Virginia School of Law 2006 — 2009
J.D., Law
Colgate University 2000 — 2004
CIA January 1900 - February 1900
Merrill Lynch January 1900 - February 1900
Dorsey & Whitney LLP January 1900 - February 1900
Dorsey & Whitney LLP January 1900 - February 1900
Education
University of Virginia School of Law 2006 — 2009
J.D., Law
Colgate University 2000 — 2004
Douglas Jacoby's Merrill Lynch Experience 1995 - 1999
Job Regional Manager Information Technology
Industry Computer Networking
Experience
Confidential Company Information 2002 - Present
Dalton Kent 1999 - 2001
Merrill Lynch 1995 - 1999
Skills
Solution Selling, Sales, Enterprise Software, Disaster Recovery, Strategic Planning, Wireless, CRM, Project Management, Start-ups, Networking, Process Improvement, Cloud Computing, Team Leadership, Telecommunications
Education
University of Pennsylvania 1984 — 1988
bs econ, economics / music
Colgate University 1984 — 1984
economics
Confidential Company Information 2002 - Present
Dalton Kent 1999 - 2001
Merrill Lynch 1995 - 1999
Skills
Solution Selling, Sales, Enterprise Software, Disaster Recovery, Strategic Planning, Wireless, CRM, Project Management, Start-ups, Networking, Process Improvement, Cloud Computing, Team Leadership, Telecommunications
Education
University of Pennsylvania 1984 — 1988
bs econ, economics / music
Colgate University 1984 — 1984
economics
David Buccolo's Merrill Lynch Experience 2005 - 2008
Job Principal at Idaho Wine Merchant
Industry Wine and Spirits
Experience
Idaho Wine Merchant June 2015 - Present
Bank of America August 2010 - June 2015
Cascade Capital Management May 2009 - August 2010
GE Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Bank of America 1997 - 2005
Chemical Bank 1994 - 1995
Chemical Bank 1991 - 1994
Skills
Financial Structuring, Structured Finance, Portfolio Management, Mergers & Acquisitions, Project Finance, Banking, Loans, Commercial Banking, Underwriting, Trading, Capital Markets, Credit Analysis, Credit, Corporate Finance, Asset Based Lending
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1987 — 1991
BA, Economics
New Hartford High 1984 — 1987
Idaho Wine Merchant June 2015 - Present
Bank of America August 2010 - June 2015
Cascade Capital Management May 2009 - August 2010
GE Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Bank of America 1997 - 2005
Chemical Bank 1994 - 1995
Chemical Bank 1991 - 1994
Skills
Financial Structuring, Structured Finance, Portfolio Management, Mergers & Acquisitions, Project Finance, Banking, Loans, Commercial Banking, Underwriting, Trading, Capital Markets, Credit Analysis, Credit, Corporate Finance, Asset Based Lending
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1987 — 1991
BA, Economics
New Hartford High 1984 — 1987
Douglas P. Harmon's Merrill Lynch Experience February 1998 - February 2002
Job Executive Vice President at A10 Capital
Industry Financial Services
Experience
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
Anne Gray's Merrill Lynch Experience October 2006 - May 2008
Job SVP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2009 - Present
Merrill Lynch October 2006 - May 2008
Citigroup June 1987 - October 2006
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Colgate University 1976 — 1980
BA, Russian Studies
JPMorgan Chase June 2009 - Present
Merrill Lynch October 2006 - May 2008
Citigroup June 1987 - October 2006
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Colgate University 1976 — 1980
BA, Russian Studies
Adam Hershman's Merrill Lynch Experience 2005 - 2006
Job Director of Product Management at Tumi
Industry Consumer Goods
Experience
Tumi March 2014 - Present
Tumi November 2013 - March 2014
Tumi March 2013 - October 2013
Christian Dior Couture August 2012 - March 2013
DFS Group L.P (LVMH) May 2011 - July 2012
DFS Group L.P. (LVMH) August 2010 - April 2011
DFS Group L.P. (LVMH) April 2008 - July 2010
DFS Group L.P. (LVMH) August 2007 - April 2008
Merrill Lynch 2005 - 2006
Skills
Management, Leadership, Retail, Watches, Fashion, Brand Management, Market Research, Trend Analysis, Strategic Planning, Marketing Strategy, Apparel, Jewelry, Event Planning, Forecasting, Microsoft Excel, Assortment, Wholesale, Merchandising, Luxury Goods, Inventory Management, Business Development, Sales, Project Planning, E-commerce, Merchandise Planning, Product Development, Visual Merchandising, Marketing, Sourcing, Team Building, Cross-functional Team..., Business Strategy, Negotiation, Competitive Analysis, Luxury, PowerPoint, P&L Management, Brand Development, Fashion Buying, Store Management, Pricing, Trend, Sales Operations, Footwear, CPFR, Multi-channel Retail, Product Marketing, Profit, Retail Buying, Sales Management
Education
Colgate University 2001 — 2005
BA
Tumi March 2014 - Present
Tumi November 2013 - March 2014
Tumi March 2013 - October 2013
Christian Dior Couture August 2012 - March 2013
DFS Group L.P (LVMH) May 2011 - July 2012
DFS Group L.P. (LVMH) August 2010 - April 2011
DFS Group L.P. (LVMH) April 2008 - July 2010
DFS Group L.P. (LVMH) August 2007 - April 2008
Merrill Lynch 2005 - 2006
Skills
Management, Leadership, Retail, Watches, Fashion, Brand Management, Market Research, Trend Analysis, Strategic Planning, Marketing Strategy, Apparel, Jewelry, Event Planning, Forecasting, Microsoft Excel, Assortment, Wholesale, Merchandising, Luxury Goods, Inventory Management, Business Development, Sales, Project Planning, E-commerce, Merchandise Planning, Product Development, Visual Merchandising, Marketing, Sourcing, Team Building, Cross-functional Team..., Business Strategy, Negotiation, Competitive Analysis, Luxury, PowerPoint, P&L Management, Brand Development, Fashion Buying, Store Management, Pricing, Trend, Sales Operations, Footwear, CPFR, Multi-channel Retail, Product Marketing, Profit, Retail Buying, Sales Management
Education
Colgate University 2001 — 2005
BA
Chris Plagge's Merrill Lynch Experience September 1982 - December 1982
Job Principal at Green, Plagge & Shaw
Industry Accounting
Experience
Green, Plagge & Shaw May 1983 - Present
Nalco January 1983 - April 1983
Merrill Lynch September 1982 - December 1982
Skills
Accounting, Income Tax, CPA, Strategic Financial..., Tax, Account Reconciliation, Financial Analysis, Small Business, Business Valuation, Corporate Tax, Management, Cash Management, Cash Flow, Payroll Services, Estate Planning, Managerial Finance, Retirement, Tax Preparation, Financial Reporting, Financial Planning, Strategic Planning, Preparation, Mergers & Acquisitions, Financial Advisory, Cash Flow Forecasting, Due Diligence, Auditing, Corporate Finance, Leadership, General Ledger, Sarbanes-Oxley Act, Internal Controls
Education
Northern Illinois University 1996 — 1996
CPA Review
College for Financial Planning 1986 — 1987
CFP, Financial Planning
Elmhurst College 1979 — 1983
BS, Accounting
Green, Plagge & Shaw May 1983 - Present
Nalco January 1983 - April 1983
Merrill Lynch September 1982 - December 1982
Skills
Accounting, Income Tax, CPA, Strategic Financial..., Tax, Account Reconciliation, Financial Analysis, Small Business, Business Valuation, Corporate Tax, Management, Cash Management, Cash Flow, Payroll Services, Estate Planning, Managerial Finance, Retirement, Tax Preparation, Financial Reporting, Financial Planning, Strategic Planning, Preparation, Mergers & Acquisitions, Financial Advisory, Cash Flow Forecasting, Due Diligence, Auditing, Corporate Finance, Leadership, General Ledger, Sarbanes-Oxley Act, Internal Controls
Education
Northern Illinois University 1996 — 1996
CPA Review
College for Financial Planning 1986 — 1987
CFP, Financial Planning
Elmhurst College 1979 — 1983
BS, Accounting
Anne Marie Rose's Merrill Lynch Experience February 2000 - March 2005
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch March 2005 - October 2011
Merrill Lynch February 2000 - March 2005
Education
Colgate University 1989 — 1993
B.A., Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch March 2005 - October 2011
Merrill Lynch February 2000 - March 2005
Education
Colgate University 1989 — 1993
B.A., Economics
Katharine Aretz's Merrill Lynch Experience July 2007 - October 2008
Job MBA Candidate, University of Michigan Stephen M. Ross School of Business
Industry Information Technology and Services
Experience
ACA Financial Guaranty April 2009 - June 2012
Merrill Lynch July 2007 - October 2008
Skills
Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Marketing
Colgate University 2003 — 2007
BA, Asian Studies
ACA Financial Guaranty April 2009 - June 2012
Merrill Lynch July 2007 - October 2008
Skills
Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Marketing
Colgate University 2003 — 2007
BA, Asian Studies
Charmaine Turner's Merrill Lynch Experience March 2006 - May 2008
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch March 2006 - May 2008
Advest, Inc. November 2004 - March 2006
McDonald Investments October 1992 - October 2004
Education
College for Financial Planning 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Merrill Lynch March 2006 - May 2008
Advest, Inc. November 2004 - March 2006
McDonald Investments October 1992 - October 2004
Education
College for Financial Planning 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Mark De Riemer's Merrill Lynch Experience 1983 - 1985
Job Commercial Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Andrew Schell, CRPC®'s Merrill Lynch Experience July 2015 - Present
Job Practice Management Development Trainee at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
8th Army Provost Marshal June 2014 - June 2015
NORAD/USNORTHCOM March 2011 - June 2014
US Army November 2009 - March 2011
US Army North November 2007 - November 2009
759th Military Police Battalion June 2005 - November 2007
8th Military Police Brigade May 2002 - July 2004
8th Military Police Brigade July 2001 - May 2002
705th Military Police Battalion June 1999 - June 2001
709th Military Police Battalion 1993 - 1995
Skills
Military, Force Protection, Operational Planning, Leadership, Financial Planning, Retirement Planning, Estate Planning, Investment Management, Wealth Management, Budget Management
Education
College for Financial Planning 2014 — 2017
Chartered Retirement Planning Counselor Certification CRPC®, Financial Planning and Services
Naval War College 2004 — 2005
Master of Arts (M.A.), Military Strategic Studies, General
Jacksonville State University 1995 — 1998
Master of Science (M.S.), Criminal Justice
Indiana University of Pennsylvania 1988 — 1991
Bachelor of Arts (B.A.), Criminology
Merrill Lynch July 2015 - Present
8th Army Provost Marshal June 2014 - June 2015
NORAD/USNORTHCOM March 2011 - June 2014
US Army November 2009 - March 2011
US Army North November 2007 - November 2009
759th Military Police Battalion June 2005 - November 2007
8th Military Police Brigade May 2002 - July 2004
8th Military Police Brigade July 2001 - May 2002
705th Military Police Battalion June 1999 - June 2001
709th Military Police Battalion 1993 - 1995
Skills
Military, Force Protection, Operational Planning, Leadership, Financial Planning, Retirement Planning, Estate Planning, Investment Management, Wealth Management, Budget Management
Education
College for Financial Planning 2014 — 2017
Chartered Retirement Planning Counselor Certification CRPC®, Financial Planning and Services
Naval War College 2004 — 2005
Master of Arts (M.A.), Military Strategic Studies, General
Jacksonville State University 1995 — 1998
Master of Science (M.S.), Criminal Justice
Indiana University of Pennsylvania 1988 — 1991
Bachelor of Arts (B.A.), Criminology
Gabrielle (Gabby) Phillips GraBois's Merrill Lynch Experience September 2004 - July 2006
Job SVP, US Content & Social
Industry Financial Services
Experience
Citi September 2013 - Present
Citi July 2012 - August 2013
Citi June 2011 - August 2012
Citigroup May 2009 - June 2011
Smith Barney July 2006 - May 2009
Merrill Lynch September 2004 - July 2006
Sanford C. Bernstein & Co., LLC August 2001 - September 2004
Skills
Content Strategy, Social Media, Strategy, Strategic Communications, Marketing, Content Development, Marketing Communications, Blogging, Editorial Strategy, Editorial Planning, Analytics, Integrated Marketing, Strategic Partnerships, Digital Strategy, Campaign Management, Series 7, Content Management, Communications Strategy, Editorial Calendars, Professional Women, Financial Services, Editorial, Alternative Investments, Series 63, Series 24, SEO, Content Marketing, User Experience, Facebook, Social Media Marketing, Twitter, LinkedIn, FINRA, Video, Brand Development, Online Marketing, Wealth Management, Digital Marketing, Mobile Marketing, Event Management, Brand Management, Social Networking, Interactive Marketing, Web Marketing, Digital Media, Web Analytics, Community Management
Education
Colgate University 1997 — 2001
BA, Political Science & English
Citi September 2013 - Present
Citi July 2012 - August 2013
Citi June 2011 - August 2012
Citigroup May 2009 - June 2011
Smith Barney July 2006 - May 2009
Merrill Lynch September 2004 - July 2006
Sanford C. Bernstein & Co., LLC August 2001 - September 2004
Skills
Content Strategy, Social Media, Strategy, Strategic Communications, Marketing, Content Development, Marketing Communications, Blogging, Editorial Strategy, Editorial Planning, Analytics, Integrated Marketing, Strategic Partnerships, Digital Strategy, Campaign Management, Series 7, Content Management, Communications Strategy, Editorial Calendars, Professional Women, Financial Services, Editorial, Alternative Investments, Series 63, Series 24, SEO, Content Marketing, User Experience, Facebook, Social Media Marketing, Twitter, LinkedIn, FINRA, Video, Brand Development, Online Marketing, Wealth Management, Digital Marketing, Mobile Marketing, Event Management, Brand Management, Social Networking, Interactive Marketing, Web Marketing, Digital Media, Web Analytics, Community Management
Education
Colgate University 1997 — 2001
BA, Political Science & English
Eric Scuderi's Merrill Lynch Experience June 1995 - May 1997
Job Experienced Investment Professional
Industry Investment Management
Experience
Rivergate Capital March 2004 - December 2013
Thomson Reuters June 2003 - March 2004
C.E. Unterberg, Towbin November 1999 - January 2003
Gabelli Asset Management May 1998 - August 1998
Merrill Lynch June 1995 - May 1997
Merrill Lynch June 1994 - May 1995
Cowan Financial Group June 1993 - June 1994
Skills
Hedge Funds, Equity Research, Valuation, Equities, Capital Markets, Private Equity, Financial Modeling, Venture Capital, Asset Managment, Investments, Portfolio Management, Investor Relations, Due Diligence, Trading, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Economics
Riverdale
Rivergate Capital March 2004 - December 2013
Thomson Reuters June 2003 - March 2004
C.E. Unterberg, Towbin November 1999 - January 2003
Gabelli Asset Management May 1998 - August 1998
Merrill Lynch June 1995 - May 1997
Merrill Lynch June 1994 - May 1995
Cowan Financial Group June 1993 - June 1994
Skills
Hedge Funds, Equity Research, Valuation, Equities, Capital Markets, Private Equity, Financial Modeling, Venture Capital, Asset Managment, Investments, Portfolio Management, Investor Relations, Due Diligence, Trading, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Economics
Riverdale
Dean D'onofrio's Merrill Lynch Experience 1997 - 2007
Job Managing Member at BEL45 Capital, LLC
Industry Investment Management
Experience
BEL45 Capital, LLC 2013 - Present
Janus Capital Group 2011 - 2012
Janus Capital Group 2011 - 2012
TUDOR INVESTMENT CORPORATION 2007 - 2009
Merrill Lynch 1997 - 2007
Bankers Trust 1981 - 1996
Skills
Alternative Investments, Hedge Funds, Proprietary Trading, Options, Capital Markets, Derivatives, Equity Derivatives, Asset Allocation, Equities, Asset Management, Fixed Income, Credit Derivatives, Structured Products, Bloomberg, Trading Systems, Emerging Markets, Investment Banking, Investment Management
Education
Colgate University
BEL45 Capital, LLC 2013 - Present
Janus Capital Group 2011 - 2012
Janus Capital Group 2011 - 2012
TUDOR INVESTMENT CORPORATION 2007 - 2009
Merrill Lynch 1997 - 2007
Bankers Trust 1981 - 1996
Skills
Alternative Investments, Hedge Funds, Proprietary Trading, Options, Capital Markets, Derivatives, Equity Derivatives, Asset Allocation, Equities, Asset Management, Fixed Income, Credit Derivatives, Structured Products, Bloomberg, Trading Systems, Emerging Markets, Investment Banking, Investment Management
Education
Colgate University
Jeffery Knapp, CRPC®'s Merrill Lynch Experience May 2010 - September 2012
Job
Industry Financial Services
Experience
UBS September 2012 - December 2013
Merrill Lynch May 2010 - September 2012
Vantage Equipment March 2008 - July 2009
K-1 Equipment LLC 2006 - 2008
Fernwood Capital & Leasing 2005 - 2006
Education
Colgate University 2000 — 2002
Economics
Phillips Exeter Academy 1999 — 2000
Orchard Park High School 1995 — 1999
UBS September 2012 - December 2013
Merrill Lynch May 2010 - September 2012
Vantage Equipment March 2008 - July 2009
K-1 Equipment LLC 2006 - 2008
Fernwood Capital & Leasing 2005 - 2006
Education
Colgate University 2000 — 2002
Economics
Phillips Exeter Academy 1999 — 2000
Orchard Park High School 1995 — 1999
Jim Russell, CFA, CIMA's Merrill Lynch Experience November 2007 - January 2014
Job Managing Director/CIO at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - January 2014
Prudential Investments 2000 - 2007
Skills
Mutual Funds, Asset Allocation, Management, Series 7, Asset Managment, Portfolio Management, Alternative Investments, Investments, Asset Management, Hedge Funds, Equities, Wealth Management, Investment Management, Series 63
Education
Colgate University 1973 — 1977
BA, Political Science
Merrill Lynch November 2007 - January 2014
Prudential Investments 2000 - 2007
Skills
Mutual Funds, Asset Allocation, Management, Series 7, Asset Managment, Portfolio Management, Alternative Investments, Investments, Asset Management, Hedge Funds, Equities, Wealth Management, Investment Management, Series 63
Education
Colgate University 1973 — 1977
BA, Political Science
Alexandra Hirsch's Merrill Lynch Experience March 2008 - March 2009
Job Vice President at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. February 2015 - Present
Shenkman Capital Management September 2012 - January 2015
Bank of America Merrill Lynch June 2011 - August 2011
Pacific Harbor Group May 2010 - June 2010
Merrill Lynch March 2008 - March 2009
Dresdner Kleinwort July 2005 - February 2008
Skills
Credit, Equities, Trading, Equity Derivatives, Hedge Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytical Finance and Economics
Colgate University 2001 — 2005
BA, Political Science
Millburn High School
Oak Hill Advisors, L.P. February 2015 - Present
Shenkman Capital Management September 2012 - January 2015
Bank of America Merrill Lynch June 2011 - August 2011
Pacific Harbor Group May 2010 - June 2010
Merrill Lynch March 2008 - March 2009
Dresdner Kleinwort July 2005 - February 2008
Skills
Credit, Equities, Trading, Equity Derivatives, Hedge Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytical Finance and Economics
Colgate University 2001 — 2005
BA, Political Science
Millburn High School
Alex Murdzhev's Merrill Lynch Experience April 2010 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch August 2008 - December 2008
Merrill Lynch August 2006 - August 2008
Merrill Lynch May 2005 - August 2005
Rhone Group December 2004 - December 2004
Education
Colgate University 2002 — 2006
BA, Economics, Mathematics
Merrill Lynch April 2010 - Present
Merrill Lynch August 2008 - December 2008
Merrill Lynch August 2006 - August 2008
Merrill Lynch May 2005 - August 2005
Rhone Group December 2004 - December 2004
Education
Colgate University 2002 — 2006
BA, Economics, Mathematics
Bob Picinich's Merrill Lynch Experience 1986 - 1988
Job Retired
Industry Insurance
Experience
PDR Advisors August 2015 - Present
Cigna 2005 - 2015
Intracorp ( a division of Cigna) 2001 - 2005
Cigna 1993 - 2001
Cigna 1988 - 1993
Merrill Lynch 1986 - 1988
Skills
Health Insurance, Managed Care, Insurance, Employee Benefits, Underwriting, Healthcare, Disability Insurance, Brokers, Strategic Planning, Medicare, Process Improvement, Strategy, Leadership, Vendor Management, Team Building, Benefits Administration, Executive Management, Health Savings Accounts, Healthcare Consulting, Mergers & Acquisitions, Selling, Sales Management, Business Development, Life Insurance, Health Care Reform, Healthcare Information..., Salesforce.com, Sales, Risk Management, New Business Development, Program Management, Strategic Partnerships, Workers Compensation, Financial Services, Long-term Care, Change Management, Health Policy, B2B, Disease Management, Provider Relations, Account Management, Start-ups, Healthcare Industry, Channel Partners, Management
Education
Stanford University Advanced Management College 1996 — 1996
Northwestern University - Kellogg School of Management 1992 — 1993
Marketing Leadership Skills I and II
Colgate University 1978 — 1982
Bachelor of Arts (BA), Economics
Parsippany High School, Parsippany NJ 1974 — 1977
PDR Advisors August 2015 - Present
Cigna 2005 - 2015
Intracorp ( a division of Cigna) 2001 - 2005
Cigna 1993 - 2001
Cigna 1988 - 1993
Merrill Lynch 1986 - 1988
Skills
Health Insurance, Managed Care, Insurance, Employee Benefits, Underwriting, Healthcare, Disability Insurance, Brokers, Strategic Planning, Medicare, Process Improvement, Strategy, Leadership, Vendor Management, Team Building, Benefits Administration, Executive Management, Health Savings Accounts, Healthcare Consulting, Mergers & Acquisitions, Selling, Sales Management, Business Development, Life Insurance, Health Care Reform, Healthcare Information..., Salesforce.com, Sales, Risk Management, New Business Development, Program Management, Strategic Partnerships, Workers Compensation, Financial Services, Long-term Care, Change Management, Health Policy, B2B, Disease Management, Provider Relations, Account Management, Start-ups, Healthcare Industry, Channel Partners, Management
Education
Stanford University Advanced Management College 1996 — 1996
Northwestern University - Kellogg School of Management 1992 — 1993
Marketing Leadership Skills I and II
Colgate University 1978 — 1982
Bachelor of Arts (BA), Economics
Parsippany High School, Parsippany NJ 1974 — 1977
Blake Eger's Merrill Lynch Experience July 2009 - March 2014
Job Vice President RMBS Trading at Merrill Lynch
Industry Financial Services
Experience
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Donovan Davis, CFP®'s Merrill Lynch Experience July 2000 - August 2001
Job CoOwner, Reed Davis Investment Group
Industry Financial Services
Experience
Reed Davis Investment Group 2004 - Present
A. G. Edwards August 2001 - August 2004
Merrill Lynch July 2000 - August 2001
Skills
Financial Planners, Retirement Planning, Retirement, Investment Advisory, Estate Planning, Series 7, Investments, Strategic Financial..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Asset Management, Insurance, Wealth Management, Wealth, Finance, Portfolio Management, Certified Financial..., Asset Managment, Alternative Investments, Personal Financial..., Roth IRA, Variable Annuities, Social Security Planning
Education
College for Financial Planning 2004 — 2006
Certified Financial Planning Program
Louisiana Tech University 1995 — 2000
BS, Accounting
Reed Davis Investment Group 2004 - Present
A. G. Edwards August 2001 - August 2004
Merrill Lynch July 2000 - August 2001
Skills
Financial Planners, Retirement Planning, Retirement, Investment Advisory, Estate Planning, Series 7, Investments, Strategic Financial..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Asset Management, Insurance, Wealth Management, Wealth, Finance, Portfolio Management, Certified Financial..., Asset Managment, Alternative Investments, Personal Financial..., Roth IRA, Variable Annuities, Social Security Planning
Education
College for Financial Planning 2004 — 2006
Certified Financial Planning Program
Louisiana Tech University 1995 — 2000
BS, Accounting
Russell Gunther's Merrill Lynch Experience November 2010 - April 2013
Job Vice President, Senior Analyst; Universal and Regional Banks at Macquarie Group
Industry Financial Services
Experience
Macquarie Group May 2013 - Present
Merrill Lynch November 2010 - April 2013
Keefe, Bruyette & Woods March 2006 - November 2010
Skills
Investment Banking, Valuation, Equities, Series 7, Capital Markets, Securities, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Private Equity, Financial Modeling, Equity Research, Due Diligence, Banking
Education
Colgate University 2000 — 2004
Macquarie Group May 2013 - Present
Merrill Lynch November 2010 - April 2013
Keefe, Bruyette & Woods March 2006 - November 2010
Skills
Investment Banking, Valuation, Equities, Series 7, Capital Markets, Securities, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Private Equity, Financial Modeling, Equity Research, Due Diligence, Banking
Education
Colgate University 2000 — 2004
Sean P. O'Sulllivan's Merrill Lynch Experience February 2007 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Company February 2010 - Present
Merrill Lynch February 2007 - February 2009
Education
Colgate University 2002 — 2006
BA, POSC
Jefferies & Company February 2010 - Present
Merrill Lynch February 2007 - February 2009
Education
Colgate University 2002 — 2006
BA, POSC
Kevin Green's Merrill Lynch Experience March 1993 - May 1995
Job Petroleum Geologist / Technical Director at Northcote Energy
Industry Oil & Energy
Experience
Northcote Energy October 2012 - Present
RiverBend 2009 - 2011
Arcturus June 2007 - December 2009
Reef Oil and Gas May 2005 - June 2007
Morgan Stanley Wealth Management September 1995 - April 2005
Merrill Lynch March 1993 - May 1995
Verdad Oil & Gas June 1990 - April 1993
REDI Petroleum July 1989 - May 1990
Terra Resources September 1980 - June 1989
Insta Data Log January 1980 - September 1980
Skills
Geology, Seismic Interpretation, Reservoir..., Drilling, Petroleum, Petroleum Geology, Petrophysics, Formation Evaluation, Reservoir Management, Seismic, Oil, Field Development, Structural Geology, Petra, Logging, Gas, Stratigraphy, Geological Mapping, Sedimentology, Reservoir Engineering, Basin Analysis, Sequence Stratigraphy, Directional Drilling, Due Diligence, Log Analysis, Reserves, Data Management, Seismology, Geophysics, Offshore Drilling, Petrel, Energy, Onshore, Oil & Gas Industry, Natural Gas, Earth Science, Analysis, Oil & Gas Exploration, Energy Industry, Geographix, Oil/Gas, Upstream, Unconventional, Carbonates, SMT Kingdom, Reservoir Modeling, 3D seismic..., Petroleum Engineering, Minerals, Geosteering
Education
Colgate University 1977 — 1981
Bachelor, Geology
Northcote Energy October 2012 - Present
RiverBend 2009 - 2011
Arcturus June 2007 - December 2009
Reef Oil and Gas May 2005 - June 2007
Morgan Stanley Wealth Management September 1995 - April 2005
Merrill Lynch March 1993 - May 1995
Verdad Oil & Gas June 1990 - April 1993
REDI Petroleum July 1989 - May 1990
Terra Resources September 1980 - June 1989
Insta Data Log January 1980 - September 1980
Skills
Geology, Seismic Interpretation, Reservoir..., Drilling, Petroleum, Petroleum Geology, Petrophysics, Formation Evaluation, Reservoir Management, Seismic, Oil, Field Development, Structural Geology, Petra, Logging, Gas, Stratigraphy, Geological Mapping, Sedimentology, Reservoir Engineering, Basin Analysis, Sequence Stratigraphy, Directional Drilling, Due Diligence, Log Analysis, Reserves, Data Management, Seismology, Geophysics, Offshore Drilling, Petrel, Energy, Onshore, Oil & Gas Industry, Natural Gas, Earth Science, Analysis, Oil & Gas Exploration, Energy Industry, Geographix, Oil/Gas, Upstream, Unconventional, Carbonates, SMT Kingdom, Reservoir Modeling, 3D seismic..., Petroleum Engineering, Minerals, Geosteering
Education
Colgate University 1977 — 1981
Bachelor, Geology
Daniel Macrino's Merrill Lynch Experience October 2008 - Present
Job Registered Client/Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Merrill Lynch September 2007 - October 2008
Skills
Trading, Financial Advisory, Securities, Series 7, Salesforce.com, Investments, Finance, Wealth Management, Portfolio Management, Asset Allocation, Estate Planning, Insurance, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Series 63, Strategic Financial..., Financial Reporting, Financial Planning, Equities, Fixed Income, Customer Service, Mutual Funds, Asset Management, Financial Services, Microsoft Office, Financial Modeling, Management, Sales, Financial Markets, Retirement Planning, Capital Markets
Education
College for Financial Planning
CFP Certification Professional Education Program, Financial Planning and Services
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance; International Finance, Economics
Merrill Lynch October 2008 - Present
Merrill Lynch September 2007 - October 2008
Skills
Trading, Financial Advisory, Securities, Series 7, Salesforce.com, Investments, Finance, Wealth Management, Portfolio Management, Asset Allocation, Estate Planning, Insurance, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Series 63, Strategic Financial..., Financial Reporting, Financial Planning, Equities, Fixed Income, Customer Service, Mutual Funds, Asset Management, Financial Services, Microsoft Office, Financial Modeling, Management, Sales, Financial Markets, Retirement Planning, Capital Markets
Education
College for Financial Planning
CFP Certification Professional Education Program, Financial Planning and Services
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance; International Finance, Economics
Liz McClure's Merrill Lynch Experience June 2005 - May 2009
Job Associate, Client Administration at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2015 - Present
The PFM Group August 2009 - December 2014
Merrill Lynch June 2005 - May 2009
Skills
Marketing, Editing, Social Media
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
AQR Capital Management February 2015 - Present
The PFM Group August 2009 - December 2014
Merrill Lynch June 2005 - May 2009
Skills
Marketing, Editing, Social Media
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Kunal S Kamlani's Merrill Lynch Experience 2010 - 2011
Job CASP Advisors CEO
Industry Management Consulting
Experience
CASP Advisors, Inc. January 2015 - Present
Staples 2015 - Present
Sears Holdings Corporation 2014 - Present
Prestige Cruise Holdings 2011 - 2014
Merrill Lynch 2010 - 2011
Prestige Cruise Holdings, Inc. 2009 - 2010
Citi Smith Barney - Corporate Headquarters 2006 - 2009
Citi Smith Barney - Investment Advisory Services Division 2004 - 2006
Citigroup 2001 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 1996 - 2000
Skills
Hospitality, Financial Advisory, Leadership, Strategy, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Strategic Financial..., Analysis, Budgets, Financial Analysis, Management, Marketing, Business Strategy, Event Management, Investments
Education
Columbia Business School 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Economics, Political Science, Summa Cum Laude
CASP Advisors, Inc. January 2015 - Present
Staples 2015 - Present
Sears Holdings Corporation 2014 - Present
Prestige Cruise Holdings 2011 - 2014
Merrill Lynch 2010 - 2011
Prestige Cruise Holdings, Inc. 2009 - 2010
Citi Smith Barney - Corporate Headquarters 2006 - 2009
Citi Smith Barney - Investment Advisory Services Division 2004 - 2006
Citigroup 2001 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 1996 - 2000
Skills
Hospitality, Financial Advisory, Leadership, Strategy, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Strategic Financial..., Analysis, Budgets, Financial Analysis, Management, Marketing, Business Strategy, Event Management, Investments
Education
Columbia Business School 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Economics, Political Science, Summa Cum Laude
omorlie harris's Merrill Lynch Experience June 2006 - July 2010
Job Manager, VF Corp
Industry Apparel & Fashion
Experience
VF Corporation April 2011 - Present
Merrill Lynch June 2006 - July 2010
JP Morgan 2000 - 2003
Skills
Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Derivatives, Valuation, Equity Research, Credit Derivatives, Credit Analysis, Credit Risk, Banking
Education
Yale School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
VF Corporation April 2011 - Present
Merrill Lynch June 2006 - July 2010
JP Morgan 2000 - 2003
Skills
Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Derivatives, Valuation, Equity Research, Credit Derivatives, Credit Analysis, Credit Risk, Banking
Education
Yale School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Lauren Okada's Merrill Lynch Experience July 2011 - August 2012
Job Analyst at Brookfield Asset Management
Industry Real Estate
Experience
Brookfield Asset Management September 2012 - Present
Merrill Lynch July 2011 - August 2012
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Brookfield Asset Management September 2012 - Present
Merrill Lynch July 2011 - August 2012
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Katie Abstoss's Merrill Lynch Experience October 2000 - February 2005
Job Project Manager at University of Michigan Health System
Industry Hospital & Health Care
Experience
University of Michigan Health System January 2012 - Present
University of Michigan Health System May 2010 - July 2010
Merrill Lynch October 2000 - February 2005
Skills
Process Improvement, Operations, Patient Safety
Education
University of Michigan, School of Public Health 2009 — 2011
Master of Health Services Administration, Health Management and Policy
Colgate University 1995 — 1999
Bachelor of Arts, Mathematical Economics
University of Michigan Health System January 2012 - Present
University of Michigan Health System May 2010 - July 2010
Merrill Lynch October 2000 - February 2005
Skills
Process Improvement, Operations, Patient Safety
Education
University of Michigan, School of Public Health 2009 — 2011
Master of Health Services Administration, Health Management and Policy
Colgate University 1995 — 1999
Bachelor of Arts, Mathematical Economics
Fred Heindel's Merrill Lynch Experience 1991 - 1995
Job Enterprise Information Architect, founder and principal at EIM Solutions, Inc.
Industry Pharmaceuticals
Experience
EIM Solutions, Inc. 2014 - Present
Chubb Insurance 2013 - 2014
EIM Solutions, Inc 2011 - 2013
Bank of America 2010 - 2011
Merck 2008 - 2010
Schering-Plough Pharmaceuticals 2000 - 2008
AT&T 1995 - 2000
Merrill Lynch 1991 - 1995
Skills
Master Data Management, Information Management, Business Intelligence, Enterprise Architecture, Data Architecture, Data Warehousing, Integration, Data Management, Program Management, ITIL, IT Strategy, SDLC, ETL, Data Integration, ERP, Strategy, Enterprise Software, Data Analysis, Project Portfolio..., Business Process, Data Modeling, Solution Architecture, Business Analysis, Requirements Gathering
Education
Colgate University
Stevens Institute of Technology
EIM Solutions, Inc. 2014 - Present
Chubb Insurance 2013 - 2014
EIM Solutions, Inc 2011 - 2013
Bank of America 2010 - 2011
Merck 2008 - 2010
Schering-Plough Pharmaceuticals 2000 - 2008
AT&T 1995 - 2000
Merrill Lynch 1991 - 1995
Skills
Master Data Management, Information Management, Business Intelligence, Enterprise Architecture, Data Architecture, Data Warehousing, Integration, Data Management, Program Management, ITIL, IT Strategy, SDLC, ETL, Data Integration, ERP, Strategy, Enterprise Software, Data Analysis, Project Portfolio..., Business Process, Data Modeling, Solution Architecture, Business Analysis, Requirements Gathering
Education
Colgate University
Stevens Institute of Technology
Anders Berry's Merrill Lynch Experience February 1982 - February 1989
Job Wealth Management
Industry Financial Services
Experience
Davidson Companies October 1997 - July 2012
Hill County Attorney's Office October 1994 - November 1996
Gruntal and Company February 1989 - August 1991
Merrill Lynch February 1982 - February 1989
Skills
Corporate Law, Corporate Governance, Know how to deal with..., Negotiation, Legal Writing, Capital Markets, Legal Advice, Litigation, Vendor Management, Trademarks, Criminal Law, Civil Litigation, Securities, Analysis, Financial Services, Financial Risk, Trials, Policy, Extensive knowledge:..., Excellent writing,..., Articulate communicator, Equities
Education
Colgate University
B.A.
The University of Montana School of Law 1991 — 1994
J.D.
Davidson Companies October 1997 - July 2012
Hill County Attorney's Office October 1994 - November 1996
Gruntal and Company February 1989 - August 1991
Merrill Lynch February 1982 - February 1989
Skills
Corporate Law, Corporate Governance, Know how to deal with..., Negotiation, Legal Writing, Capital Markets, Legal Advice, Litigation, Vendor Management, Trademarks, Criminal Law, Civil Litigation, Securities, Analysis, Financial Services, Financial Risk, Trials, Policy, Extensive knowledge:..., Excellent writing,..., Articulate communicator, Equities
Education
Colgate University
B.A.
The University of Montana School of Law 1991 — 1994
J.D.
Claire O'Hara's Merrill Lynch Experience August 2013 - Present
Job Vice President at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch November 2012 - Present
Merrill Lynch September 2011 - October 2012
Merrill Lynch October 2010 - September 2011
Colgate University August 2008 - May 2010
Limited Brands April 2006 - January 2010
Lycee and College Montchappet January 2009 - June 2009
Education
Colgate University 2006 — 2010
BA, French Literature, History
Merrill Lynch August 2013 - Present
Merrill Lynch November 2012 - Present
Merrill Lynch September 2011 - October 2012
Merrill Lynch October 2010 - September 2011
Colgate University August 2008 - May 2010
Limited Brands April 2006 - January 2010
Lycee and College Montchappet January 2009 - June 2009
Education
Colgate University 2006 — 2010
BA, French Literature, History
Kia Edwards's Merrill Lynch Experience 2011 - 2011
Job Dedicated and creative professional in health and wellness industry
Industry Health, Wellness and Fitness
Experience
RR Donnelley October 2013 - July 2014
FC Business Intelligence February 2013 - October 2013
La Fortesse At Home Fitness Training October 2011 - October 2013
YMCA of Greater New York January 2012 - June 2012
YMCA of Greater NY October 2006 - June 2012
Merrill Lynch 2011 - 2011
Endo Pharmaceuticals November 2010 - December 2010
Endo Pharmaceuticals October 2010 - December 2010
The YMCA of Greater June 2009 - August 2009
The YMCA of Greater NY May 2008 - August 2008
Skills
Microsoft Office, Budget, Presentations, Research, Cold Calling, Advanced in written and..., Creative Writing, Fitness Consulting, ISSA Certified Fitness..., ISSA Certified..., CPR/AED Certified, Gymnastics, Wellness Coaching, Entrepreneurship, Budgets, Qualitative Research, Marketing, Public Speaking, Nonprofits, Editing, Blogging, Social Networking, Marketing Communications, First Aid
Education
Colgate University 2005 — 2010
Bachelor of Arts (BA), French Language and Literature, Economics
Colgate University
Bachelor of Arts, French; Statistics, Economic Development, International Economics, Applied Economic Theory
St. Hildas and St. Hughs
St. Hildas and St. Hughs
University of Burgundy
RR Donnelley October 2013 - July 2014
FC Business Intelligence February 2013 - October 2013
La Fortesse At Home Fitness Training October 2011 - October 2013
YMCA of Greater New York January 2012 - June 2012
YMCA of Greater NY October 2006 - June 2012
Merrill Lynch 2011 - 2011
Endo Pharmaceuticals November 2010 - December 2010
Endo Pharmaceuticals October 2010 - December 2010
The YMCA of Greater June 2009 - August 2009
The YMCA of Greater NY May 2008 - August 2008
Skills
Microsoft Office, Budget, Presentations, Research, Cold Calling, Advanced in written and..., Creative Writing, Fitness Consulting, ISSA Certified Fitness..., ISSA Certified..., CPR/AED Certified, Gymnastics, Wellness Coaching, Entrepreneurship, Budgets, Qualitative Research, Marketing, Public Speaking, Nonprofits, Editing, Blogging, Social Networking, Marketing Communications, First Aid
Education
Colgate University 2005 — 2010
Bachelor of Arts (BA), French Language and Literature, Economics
Colgate University
Bachelor of Arts, French; Statistics, Economic Development, International Economics, Applied Economic Theory
St. Hildas and St. Hughs
St. Hildas and St. Hughs
University of Burgundy
Nate Morse's Merrill Lynch Experience 2000 - 2002
Job Head of Credit Trading New York Event Driven Hedge Fund
Industry Financial Services
Experience
Head of Credit Trading June 2014 - Present
Jefferies & Company April 2011 - May 2014
Citadel Securities September 2009 - December 2010
Citigroup August 2007 - September 2009
Barclays Capital 2005 - May 2007
Barclays Capital 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Colgate University 1996 — 2000
BS, Mathematics
Head of Credit Trading June 2014 - Present
Jefferies & Company April 2011 - May 2014
Citadel Securities September 2009 - December 2010
Citigroup August 2007 - September 2009
Barclays Capital 2005 - May 2007
Barclays Capital 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Colgate University 1996 — 2000
BS, Mathematics
Lauren Fiorella's Merrill Lynch Experience November 2010 - May 2012
Job Associate Investment Banking
Industry Financial Services
Experience
Barclays July 2014 - Present
Merrill Lynch November 2010 - May 2012
Bear Stearns / J.P. Morgan June 2007 - October 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Series 7, Wealth Management, Valuation, Investment Strategies, Finance, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Investment Banking, Accounting
Colgate University 2003 — 2007
BA, Economics
Barclays July 2014 - Present
Merrill Lynch November 2010 - May 2012
Bear Stearns / J.P. Morgan June 2007 - October 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Series 7, Wealth Management, Valuation, Investment Strategies, Finance, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Investment Banking, Accounting
Colgate University 2003 — 2007
BA, Economics
Laurie Coben's Merrill Lynch Experience April 1994 - July 2015
Job Global CoHead of Energy & Power Investment Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1994 - July 2015
Education
Colgate University
Bachelor of Arts (B.A.), History and Economics
Harvard Business School
Master of Business Administration (M.B.A.)
Merrill Lynch April 1994 - July 2015
Education
Colgate University
Bachelor of Arts (B.A.), History and Economics
Harvard Business School
Master of Business Administration (M.B.A.)
Eric Biddle's Merrill Lynch Experience 2005 - 2008
Job Managing Director Investment Banking
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2005
Education
USC Marshall School of Business 2002 — 2004
MBA, Corporate Finance
Colgate University 1994 — 1998
BA, Economics
Bank of America Merrill Lynch January 2014 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2005
Education
USC Marshall School of Business 2002 — 2004
MBA, Corporate Finance
Colgate University 1994 — 1998
BA, Economics
Peter Davidson's Merrill Lynch Experience September 2000 - October 2008
Job Managing Director, Head of Securitized Product Sales at UBS
Industry Financial Services
Experience
UBS Managing DirectorRoyal Bank of Scotland2009 - 2010
Merrill Lynch September 2000 - October 2008
Education
Colgate University 1994 — 1998
Darien High School 1989 — 1993
Avon Old Farms
UBS Managing DirectorRoyal Bank of Scotland2009 - 2010
Merrill Lynch September 2000 - October 2008
Education
Colgate University 1994 — 1998
Darien High School 1989 — 1993
Avon Old Farms
Glenn Taitz's Merrill Lynch Experience March 1994 - June 2002
Job Fixed Income Derivatives at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2013 - Present
UBS Investment Bank June 2002 - November 2012
Merrill Lynch March 1994 - June 2002
Sanwa Financial Products December 1992 - June 1994
New York State HFA 1983 - 1986
Skills
Investment Banking, Equities, Fixed Income, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, Trading, FX Options, Bonds, Options, Mergers, Structured Products, Swaps, Interest Rate..., Financial Markets, Alternative Investments, Credit Derivatives, Derivatives
Education
Colgate University 1978 — 1982
Bachelor of Arts (BA), International Economics
RBC Capital Markets March 2013 - Present
UBS Investment Bank June 2002 - November 2012
Merrill Lynch March 1994 - June 2002
Sanwa Financial Products December 1992 - June 1994
New York State HFA 1983 - 1986
Skills
Investment Banking, Equities, Fixed Income, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, Trading, FX Options, Bonds, Options, Mergers, Structured Products, Swaps, Interest Rate..., Financial Markets, Alternative Investments, Credit Derivatives, Derivatives
Education
Colgate University 1978 — 1982
Bachelor of Arts (BA), International Economics
Jim White III's Merrill Lynch Experience August 2001 - Present
Job Vice President, Private Wealth Advisor
Industry Financial Services
Experience
Merrill Lynch August 2001 - Present
Covendis Technology 2000 - 2001
PepsiCo - Pepsi Beverages Company 1998 - 2000
Crosscheck Corporation 1993 - 1996
Solihull Barons and HEG Herforder 1991 - 1993
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1987 — 1991
Bachelor of Science (BS), Political Science and Economics
Merrill Lynch August 2001 - Present
Covendis Technology 2000 - 2001
PepsiCo - Pepsi Beverages Company 1998 - 2000
Crosscheck Corporation 1993 - 1996
Solihull Barons and HEG Herforder 1991 - 1993
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1987 — 1991
Bachelor of Science (BS), Political Science and Economics
Timothy TK Kelly's Merrill Lynch Experience 2008 - Present
Job
Industry
Experience
Merrill Lynch 2008 - Present
Merrill Lynch March 2004 - March 2008
Merrill Lynch March 2003 - March 2004
Skills
Bloomberg, Capital Markets, Equity Research, Equities, Fixed Income, Derivatives, Hedge Funds, Sales, Trading, Investment Banking
Education
Colgate University 1995 — 1999
BA, International Relations
Merrill Lynch 2008 - Present
Merrill Lynch March 2004 - March 2008
Merrill Lynch March 2003 - March 2004
Skills
Bloomberg, Capital Markets, Equity Research, Equities, Fixed Income, Derivatives, Hedge Funds, Sales, Trading, Investment Banking
Education
Colgate University 1995 — 1999
BA, International Relations
Kevin Mulholland, CFA's Merrill Lynch Experience May 2007 - January 2009
Job Director at Bank of America
Industry Investment Management
Experience
Bank of America January 2009 - Present
Merrill Lynch May 2007 - January 2009
Merrill Lynch August 2003 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Restructuring, Bankruptcy, Investments, Trading, Research, Airlines, Shipping, Transportation, Loans, Bond Markets
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Bank of America January 2009 - Present
Merrill Lynch May 2007 - January 2009
Merrill Lynch August 2003 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Restructuring, Bankruptcy, Investments, Trading, Research, Airlines, Shipping, Transportation, Loans, Bond Markets
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Sara Morcom's Merrill Lynch Experience 1997 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Dartmouth-Hitchcock 2014 - Present
Stifel Nicolaus 2008 - 2013
A.G. Edwards & Sons, Inc. June 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Equities, Securities, Retirement, Asset Allocation, Series 9, Series 10
Education
Norwich University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Colby-Sawyer College 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Dartmouth-Hitchcock 2014 - Present
Stifel Nicolaus 2008 - 2013
A.G. Edwards & Sons, Inc. June 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Equities, Securities, Retirement, Asset Allocation, Series 9, Series 10
Education
Norwich University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Colby-Sawyer College 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank