Merrill Lynch

Industry: Banking company

Description

Merrill 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

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Eric J. Goldberg Eric J. Goldberg Greater New York City Area Details
Eric J. Goldberg's Merrill Lynch Experience June 1982 - October 1997
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  December 2009 - Present
New York Life Insurance Company  December 2009 - Present
MetLife  2002 - 2009
Merrill Lynch   June 1982 - October 1997

Skills
Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Retirement, Licensed Life Insurance..., Fixed Annuities, IRAs, Financial Services, Disability Insurance, Life Insurance, Long Term Care Insurance, Finance, Securities

Education
Columbia Business School   1981 — 1983
MBA, Finance

London School of Economics and Political Science, U. of London   1977 — 1978
Master of Science (MSc)

McGill University   1973 — 1977
Bachelor of Arts (B.A.), Political Science/Economics, First Class Honors

Jim Cochrane Jim Cochrane Greater New York City Area Details
Jim Cochrane's Merrill Lynch Experience January 1997 - January 1999
Job Director, TCA for FX Product Manager at Investment Technology Group, Inc.
Industry Financial Services
Experience
Investment Technology Group, Inc.   December 2011 - Present
Thomson Reuters  2009 - December 2011
Thomson IFR   2008 - 2009
Standard Chartered Bank  2006 - 2008
RBS Greenwich Capital  January 2004 - March 2006
Deutsche Bank  August 2002 - December 2003
Citibank Foreign Exchange   January 1999 - January 2002
Dolphin Capital Management   March 1999 - September 1999
Merrill Lynch   January 1997 - January 1999
Merrill Lynch   December 1995 - January 1997

Skills
Emerging Markets, Foreign Exchange, International Finance, Database Admin, Intelligence, Frontier Markets, Hedge Funds, FX Options, Economics, Structured Products, Commodity, Capital Markets, Derivatives, FX trading, Currency, Proprietary Trading, Bonds, Technical Analysis, Middle Office, Macroeconomics, Portfolio Management, Finance, Trading Systems, Interest Rate..., Investment Banking, Trading, Asset Management, Strategy, Banking, Fixed Income, Commodity Markets, Quantitative Finance, Analysis, Equities, Hedging, Financial Markets, Options, Alternative Investments, Electronic Trading, Analytics, Trading Strategies, Rates, Quantitative Analytics, Investments, Swaps, Bloomberg, Equity Research, Bloomberg Terminal, Treasury, FX Trading

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, International Finance

East China Normal University   1985 — 1985
Chinese language and culture

United States Naval Academy   1981 — 1985
BS, Political Science

Naval Academy Prepatory School   1980 — 1981

Bay Shore High School   1976 — 1980

Jennifer LaVin Jennifer LaVin Greater Boston Area Details
Jennifer LaVin's Merrill Lynch Experience December 1992 - September 1996
Job Strategic communications professional, creative thinker & exceptional writer
Industry Public Relations and Communications
Experience
BCC Partners   November 2014 - Present
WHOLEPOINT Communications   July 2014 - Present
Harvard Business Publishing  December 2012 - Present
Tetraphase Pharmaceuticals  September 2013 - July 2014
Independent Consultant  August 2004 - September 2013
Cubist Pharmaceuticals  May 2000 - August 2004
SmallCaps Online (fka Bridge Technology Group)   September 1998 - November 1999
Cadus Pharmaceutical Corporation  September 1996 - August 1998
Merrill Lynch   December 1992 - September 1996

Skills
Investor Relations, Marketing Materials, Scientific..., Corporate Communications, Public Relations, Strategic Communications, Crisis Communications, Scripting, Integrated Marketing, Annual Reports, Social Media Marketing, Strategy, Marketing, Internal Communications, Pharmaceutical Industry, Biotechnology, Press Releases, Website Development, Mergers & Acquisitions, Editing, Strategic Planning, Leadership, Competitive Analysis, Project Management, Positioning, Management, Message Development

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, International Business, Management & Marketing

University of Pennsylvania   1984 — 1988
BA, Biochemistry

Bobby Dulaney Bobby Dulaney Greater New York City Area Details
Bobby Dulaney's Merrill Lynch Experience October 2006 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
H&M  Executive Administrative AssistantBellevue Hospital CenterJuly 2009 - November 2009
J.P. Morgan   April 2008 - July 2008
Allianz Global Investors  November 2007 - February 2008
Morgan Stanley  April 2007 - September 2007
Merrill Lynch   October 2006 - February 2007

Skills
Fixed Income, Account Reconciliation, Research

Education
Columbia College Chicago   1994 — 1998

Jeff Pribor Jeff Pribor Greater New York City Area Details
Jeff Pribor's Merrill Lynch Experience 1985 - 1996
Job Global Head of Maritime Investment Banking at Jefferies LLC
Industry Maritime
Experience
Jefferies LLC  February 2013 - Present
General Maritime Corporation   September 2004 - February 2013
ABN AMRO  September 1996 - September 2002
Merrill Lynch   1985 - 1996

Education
Columbia University - Columbia Business School   1981 — 1984
MBA, Finance

Columbia Law School   1980 — 1983
JD

Yale University   1975 — 1979
BA, Econ & Poli Sci

Vince Milito Vince Milito Greater Chicago Area Details
Vince Milito's Merrill Lynch Experience October 1999 - October 2001
Job Sales Consultant
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  June 2010 - Present
@properties  October 2004 - June 2010
Century 21 Elm, Realtors  October 1997 - January 2004
Merrill Lynch   October 1999 - October 2001
Anixter  June 1995 - October 1997

Skills
Negotiation, Condos, New Home Sales, Accredited Luxury Home, Real Estate, Sellers, Contract Negotiation, Sales, Listings, Buyers, Luxury, Single Family Homes, Investments, Real Estate Transactions, Short Sales, Residential Homes, Marketing, Property, First Time Home Buyers, Investment Properties, Buyer Representation, Investors, Relocation

Education
Columbia College Chicago   1994 — 1995
BA, Marketing, 3.5

Maine East High School   1984 — 1987
Bachelor of Arts (B.A.)

Carol Foster Carol Foster San Francisco Bay Area Details
Carol Foster's Merrill Lynch Experience 1995 - 2003
Job Chief Financial Officer
Industry Financial Services
Experience
PENSCO Trust Company  2013 - 2015
CLF Advisors, LLC   2012 - 2013
Lightspeed Venture Partners  March 2012 - June 2012
Pantheon Ventures  2008 - 2011
Calera Capital  2004 - 2007
Merrill Lynch   1995 - 2003
Goldman Sachs  1992 - 1995
Accenture  1987 - 1990

Skills
Private Equity, Strategy, Venture Capital, Investor Relations, Investments, Managerial Finance, Investment Banking, Finance, Fundraising, Restructuring, Business Development, CRM, Capital Markets, Client Relationship..., Financial Management, Mentoring, Business Strategy, Contract Negotiation, Financial Reporting, Leadership, Operating Budgets, Staff Development, Strategic Planning

Education
Columbia University - Columbia Business School
MBA, Finance and Management of Organizations

Southern Methodist University
Bachelor of Science, Operations Research

Peter Olasky Peter Olasky Houston, Texas Details
Peter Olasky's Merrill Lynch Experience July 1999 - June 2001
Job Associate General Counsel at Nalco Champion
Industry Oil & Energy
Experience
Nalco Champion, an Ecolab company  June 2011 - Present
Skadden Arps  September 2004 - May 2011
MTV Networks  January 2004 - November 2004
Merrill Lynch   July 1999 - June 2001

Skills
Corporate Law, Corporate Governance, Joint Ventures, Contract Negotiation, Mergers & Acquisitions, International Law, Cross-border..., Management

Education
Columbia Law School   2001 — 2004

The University of Texas at Austin   1995 — 1999

Alexander (Hua) Xu Alexander (Hua) Xu Greater New York City Area Details
Alexander (Hua) Xu's Merrill Lynch Experience March 2012 - May 2013
Job Quantitative and Algorithmic Trading
Industry Financial Services
Experience
Cantor Fitzgerald  June 2015 - Present
Goldman Sachs  May 2013 - June 2015
Merrill Lynch   March 2012 - May 2013
Columbia University  January 2011 - December 2011

Skills
Series 7, Series 63, C++, Python, Java, High Frequency Trading, Fixed Income Strategies, Trading

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2011
Master, Computer Engineering

Wuhan University   2006 — 2010
Bachelor's degree, Electronic Information Engineering

No.1 Middle school attached to CCNU   2003 — 2006
High School

Darryl Hair Darryl Hair Denver, Colorado Details
Darryl Hair's Merrill Lynch Experience 2007 - 2008
Job Chief Operating Officer at Sherman & Howard L.L.C.
Industry Legal Services
Experience
Sherman & Howard L.L.C.   April 2014 - Present
DaVita  October 2012 - March 2014
Epiq Systems  June 2012 - October 2012
Stoel Rives LLP  August 2010 - May 2012
Crowell & Moring  June 2008 - August 2010
Merrill Lynch   2007 - 2008
Messner & Reeves, LLC   January 2005 - November 2007
White & Case  2000 - 2005
Cravath, Swaine & Moore LLP   September 1997 - December 2000
Stryker Instruments  1995 - 1995

Skills
Mergers, Restructuring, Strategic Planning, Process Improvement, Business Analysis, Information Technology, Corporate Actions, Due Diligence, Life & Health Insurance..., Private Equity, Securities, Corporate Governance, Contract Negotiation, Corporate Finance, Finance, Acquisitions, Financial Modeling, Business Strategy, Intellectual Property, Mergers & Acquisitions, Healthcare, Legal, EDiscovery, Data Privacy, Strategy, Corporate Law, Litigation, Management, Business Development, Leadership, Licensing, Joint Ventures, Managerial Finance, Venture Capital, Executive Management, Insurance, Risk Management, Start-ups, Employment Law, Commercial Litigation, Business Process..., Strategic Financial..., Legal Compliance

Education
Columbia University - Columbia Business School   2004 — 2005
MBA, Finance

University of Colorado at Boulder   1983 — 1987
BS, Business, Real Estate

Amitavha Mukherjee Amitavha Mukherjee New York, New York Details
Amitavha Mukherjee's Merrill Lynch Experience December 2010 - May 2013
Job Strategy, Process Improvement, Financial Services
Industry Management Consulting
Experience
PricewaterhouseCoopers  June 2013 - Present
Merrill Lynch   December 2010 - May 2013
Merrill Lynch   January 2009 - October 2010
Merrill Lynch   April 2006 - December 2008
Intel  March 2004 - April 2006
Hewlett-Packard  March 2003 - November 2003
Tata Consultancy Services  July 1998 - February 2003

Skills
Strategy, Acquisition Integration, Business Process..., Business Strategy, Business Process..., Process Improvement, Six Sigma, Project Management, Integration, Financial Services, Business Process Design, Consulting, Mergers & Acquisitions, Business Transformation, Wealth Management, Cross-functional..., Financial Advisory, Enterprise Architecture, Business Analysis, Leadership, Strategic Planning, IT Strategy, Risk Management, Analytics, Management Consulting

Education
Columbia University - Columbia Business School   2010 — 2011
MBA

Jadavpur University   1994 — 1998
Bachelor of Engineering

Manoj Thomas Manoj Thomas Greater New York City Area Details
Manoj Thomas's Merrill Lynch Experience November 1994 - July 1996
Job Global Business Director at Microsoft
Industry Financial Services
Experience
Microsoft  July 2013 - Present
Microsoft  May 2007 - June 2013
Microsoft  May 2004 - May 2007
Microsoft  July 2002 - April 2004
Microsoft  September 2001 - July 2002
Microsoft  May 1997 - August 2001
IBM  August 1996 - May 1997
Merrill Lynch   November 1994 - July 1996
Exxon Research & Engineering  June 1991 - November 1994

Skills
Technology Strategy, Business Development, Executive Relationship..., Project Management, IT Strategy, Business Relationship..., Business Alliances, Enterprise Software, Cloud Computing, Go-to-market Strategy, Value Propositions, Professional Services, Solution Selling, Account Management, Strategic Planning, Program Management, Strategy, Sales Enablement, Business Analysis, CRM, Strategic Partnerships, Business Intelligence, Microsoft Technologies, Product Marketing, Executive Management, Pre-sales, Management, Sales Operations, Partner Management, Leadership, Cross-functional Team..., Consulting, SaaS, Sales, Channel Partners, Product Management

Education
Rutgers Graduate Business School   2012 — 2014
Executive MBA, Finance, Marketing

Columbia Business School   2012 — 2012
Certificate in Business Excellence, Global Account Management Certification Program

University of St. Gallen   2012 — 2012
Global Account Manager Certificate, Global Account Management

Stevens Institute of Technology   1992 — 1994
Master of Science, Telecommunications Management

Stevens Institute of Technology   1987 — 1991
Summa Cum Laude, BSE, Computer Engineering, History Minor

Sean Chenguang Xu Sean Chenguang Xu Greater New York City Area Details
Sean Chenguang Xu's Merrill Lynch Experience March 2009 - July 2009
Job Analyst, Holdings Team at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  March 2012 - Present
Bloomberg  June 2010 - March 2012
Merrill Lynch   March 2009 - July 2009
MFI Security   2009 - 2009

Skills
VBA, Access, SQL, TABX, Bloomberg Terminal, Bloomberg API, Matlab, C++

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2010
Master's degree, Operations Research

The Hong Kong University of Science and Technology   2007 — 2008
Master, Financial Mathematics and Statistics

Tongji University   2003 — 2007
Bachelor, Mathematics

Omari West Omari West Venice, California Details
Omari West's Merrill Lynch Experience February 2012 - May 2013
Job Private Equity Consulant at The Horus Group
Industry Investment Management
Experience
The Horus Group   April 2013 - Present
Merrill Lynch   February 2012 - May 2013
Morgan Stanley  May 2010 - June 2011
Wiley Rein LLP  August 2005 - October 2007
LINK Centre   August 1999 - February 2001
Columbia Institute for Tele-Information  September 1997 - June 1999

Skills
Market Research, Investments, Finance, Securities, Leadership, Strategy, Financial Services, Asset Management, Financial Analysis, Wealth Management, Financial Structuring, Asset Allocation, Strategic Planning, Fixed Income, Equities, Portfolio Management, Risk Management, Management, Financial Advisory

Education
Columbia University School of Law   1997 — 1999
International Law, Telecommunications, Corporate Law

Columbia University in the City of New York   1992 — 1996
BA, Political Science

Washington International School   1985 — 1991
International Baccalaureate

Carol Lin Carol Lin Austin, Texas Details
Carol Lin's Merrill Lynch Experience July 1996 - November 2009
Job Managing Director at Fulcrum Capital
Industry Financial Services
Experience
Fulcrum Capital  April 2015 - Present
Barclays Capital  July 2011 - April 2014
Morgan Stanley  November 2009 - July 2011
Merrill Lynch   July 1996 - November 2009

Skills
Special Situations, Fixed Income, Alternative Investments, Emerging Markets, Investments, Trading, Investment Banking, Capital Markets, Equities, Structured Products, Equity Derivatives, Trading Systems, Financial Markets, Structured Finance

Education
Columbia Business School   1994 — 1996
Master of Business Administration (MBA), International Business & Finance

Georgia Tech   1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering

Gene Balas, CFA Gene Balas, CFA Irving, Texas Details
Gene Balas, CFA's Merrill Lynch Experience September 2004 - June 2006
Job Portfolio Manager at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, LLC  January 2014 - Present
East End Wealth Management   November 2011 - December 2013
TheStreet  April 2010 - December 2013
The Lantern Research   April 2009 - April 2010
Genworth Financial Asset Management   July 2006 - April 2009
Merrill Lynch   September 2004 - June 2006
USI Consulting Group  August 1998 - September 2004
Research Partners International   June 1994 - August 1998
Oppenheimer & Co. Inc.   June 1989 - June 1994

Skills
Asset Allocation, Due Diligence, Economics, Portfolio Management, Investment Strategies, Investment Management, Economic Forecasting, Writing, Media, Retirement Planning, Manager Due Diligence, Fixed Income, Equities, ETFs, Financial Markets, Capital Markets, Financial Services, Financial Modeling, Securities, Strategy, Finance, Equity Research, Pensions, Commodity, Investments, Private Equity, Bloomberg, Analysis, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Research, Market Research, Qualitative Research, Closed-end Funds, Stocks, Bonds, Investment Commentary

Education
Columbia University - Columbia Business School   2002 — 2003
MBA, Finance

University of Houston
BBA, Finance

Alex Mooradian Alex Mooradian San Francisco Bay Area Details
Alex Mooradian's Merrill Lynch Experience 1997 - 1999
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
Commutr   November 2014 - May 2015
Readyforce (sold to InternMatch)   2011 - 2014
Readyforce (sold to InternMatch)   2010 - 2011
The Eureka Group   2006 - 2009
Eos Partners  2004 - 2006
Berry Plastics  June 2003 - August 2003
First Atlantic Capital   2001 - 2002
Learning In Progress, Inc.   2000 - 2001
Fremont Group  1999 - 2000
Merrill Lynch   1997 - 1999

Education
Columbia University - Columbia Business School   2002 — 2004
MBA

Georgetown University   1993 — 1997
BSBA, Finance

Rye Country Day School

Heath P. Terry, CFA Heath P. Terry, CFA New York, New York Details
Heath P. Terry, CFA's Merrill Lynch Experience July 1996 - June 1999
Job Internet Equity Research Analyst
Industry Financial Services
Experience
Goldman Sachs  October 2011 - Present
Canaccord Genuity Inc.  November 2010 - October 2011
FBR Capital Markets  August 2008 - October 2010
Credit Suisse  June 1999 - May 2008
Merrill Lynch   July 1996 - June 1999
@Cafe  1995 - 1995

Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Investments, Asset Managment, Portfolio Management, Competitive Analysis, Corporate Development, Strategy, Hedge Funds, Securities, Venture Capital, Investor Relations, Equity Valuation, Asset Management, Analysis, Alternative Investments

Education
Columbia University - Columbia Business School   2003 — 2005
Masters, Business Administration

University of Alabama   1992 — 1996
BS, Finance: Investment Management

Len Peters Len Peters Greater New York City Area Details
Len Peters's Merrill Lynch Experience July 1980 - July 1999
Job Chief Information Officer & Lecturer at Yale University, Faculty Lecturer at Columbia University
Industry Higher Education
Experience
Yale University Careers  June 2015 - Present
Yale University  May 2011 - Present
Columbia University  2011 - Present
Columbia Business School  May 2005 - May 2011
Trilegiant  2003 - 2005
Gen Re  2001 - 2003
GE Industrial Systems  1999 - 2001
Merrill Lynch   July 1980 - July 1999

Skills
IT Strategy, Strategy, Cloud Computing, Leadership, Enterprise Software, Program Management, IT Management, Project Management, Information Technology, Vendor Management, CRM, Change Management, Strategic Planning, Business Intelligence, Business Analysis, Management, Business Process..., ERP, Governance, Project Portfolio..., Executive Management, Enterprise Architecture, Management Consulting, Analytics, Integration, Disaster Recovery, Business Transformation, Process Improvement, Outsourcing, Infrastructure, Portfolio Management, PMO, Risk Management, Higher Education, SaaS, Security, Higher Education..., Knowledge Management, Data Center, Software Development, ITIL, Budgets, IT Service Management, E-Learning, Staff Development, Public Speaking, Cross-functional Team..., Team Leadership, Networking, IT Governance

Education
Northeastern University   2014 — 2017
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration

Columbia University in the City of New York   2008 — 2010
Master of Science (MSc), Technology Management

Columbia University - Columbia Business School   2007 — 2007
CSEP, Senior Executive Program

Molloy College   1989 — 1992
BA, Business Management

Joe Wu Joe Wu Greater New York City Area Details
Joe Wu's Merrill Lynch Experience April 2011 - October 2012
Job Software developer at Volant trading
Industry Computer Networking
Experience
VOLANT TRADING  July 2014 - Present
SR Labs  November 2012 - July 2014
Merrill Lynch   April 2011 - October 2012
Columbia University  September 2011 - February 2012
Columbia  September 2009 - December 2009
ASUSTek Computer Inc.  February 2007 - August 2009
ROC military   October 2005 - January 2007
IBM-International Business Machines  July 2005 - September 2005
National Taiwan University  September 2003 - June 2005
Honeycomb Info   July 2000 - August 2003

Skills
Linux, C++, Java, XML, C, Android, SQL, Multithreading, Databases, Unix Shell Scripting

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2009 — 2011
Master of Science (M.S.), Computer Networks, 3.7

National Taiwan University   2003 — 2005
M.S, Computer Science & Information Engineering

National Chiao Tung University   1999 — 2003
B.S, Industrial Engineering and Management

Arnie Friedland Arnie Friedland New York, New York Details
Arnie Friedland's Merrill Lynch Experience 2005 - 2007
Job Strategy, Tech, Marketing & Business Ops
Industry Management Consulting
Experience
Ride5 Group, LLC  May 2007 - Present
Merrill Lynch   2005 - 2007
Credit Suisse First Boston  2004 - 2005
JPMorganChase  2003 - 2004
Goldman Sachs  2000 - 2003
Lehman Brothers  April 1998 - April 2000
Bankers Trust  April 1994 - April 1998

Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding

Education
Columbia University - Columbia Business School
MBA

State University of New York - System
B.A.

Russ Kellites Russ Kellites Greater New York City Area Details
Russ Kellites's Merrill Lynch Experience August 1989 - March 1991
Job Managing Director Theta Capital PartnersLLC
Industry Investment Management
Experience
Theta Funds   June 2008 - Present
ANZ Investment Bank  2006 - 2008
Global Capital Finance  2002 - 2004
ING Bank  1996 - 2002
Merrill Lynch   August 1989 - March 1991
Goldman Sachs  September 1987 - August 1989

Education
Columbia Engineering
MS, Computer Science

Columbia University - Columbia Business School
MBA, Finance, marketing, Accounting

Columbia University in the City of New York
BS, Computer Science

HHHHS

Deborah Prutzman Deborah Prutzman Greater New York City Area Details
Deborah Prutzman's Merrill Lynch Experience 2004 - 2007
Job Chief Executive Officer at The Regulatory Fundamentals Group
Industry Financial Services
Experience
The Regulatory Fundamentals Group   February 2009 - Present
Merrill Lynch   2004 - 2007
Dun & Bradstreet  February 2001 - March 2002
Paul, Weiss, Rifkind, Wharton & Garrison LLP   1991 - 1997
Paul, Weiss, Rifkind, Wharton & Garrison LLP   1991 - 1997

Education
Columbia Law School   1974 — 1977

Haomin Zhu Haomin Zhu Greater New York City Area Details
Haomin Zhu's Merrill Lynch Experience March 2011 - Present
Job Tech Analyst at Merrill Lynch
Industry Computer Networking
Experience
Merrill Lynch   March 2011 - Present
EdLab   May 2010 - November 2010
Renren Inc   November 2008 - July 2009
Tsinghua University  September 2007 - February 2008

Skills
Python, Java, JavaScript, jQuery, SQL, HTML, CSS, C, C++, Objective-C, Django, Algorithms, Data Structures, Linux, Nginx, Software Development, Computer Science

Education
Columbia Engineering   2009 — 2011
Master of Science, Computer Science

Tsinghua University   2003 — 2007
Bachelor of Engineering, Computer Science and Technology

Jason Glazier Jason Glazier Greater Philadelphia Area Details
Jason Glazier's Merrill Lynch Experience 1999 - 2001
Job Ph.D., CFA, FLMI Chief Technology Officer
Industry Information Technology and Services
Experience
Enterra Solutions  2006 - Present
Voyant  2006 - Present
Lincoln Financial Group  2001 - 2006
Merrill Lynch   1999 - 2001
D. E. Shaw & Co.   1998 - 1999
Thomson Financial  1995 - 1998

Education
Columbia University in the City of New York   1990 — 1995
Ph.D., Computer Science

Columbia Engineering   1989 — 1995
Ph.D., Computer Science

The Johns Hopkins University   1986 — 1989
BS, Computer Science

Matt Hughes Matt Hughes New York, New York Details
Matt Hughes's Merrill Lynch Experience 2004 - 2005
Job Senior Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company  May 2013 - Present
Morgan Stanley  August 2007 - April 2013
Merrill Lynch   2004 - 2005
Bank of Tokyo Mitsubishi  2002 - 2004
Merrill Lynch   2001 - 2001

Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Finance, Investments, Leadership, Mergers, Equities, Sales, Credit, Strategy, Capital Markets, Structured Finance, Joint Ventures

Education
Columbia University - Columbia Business School   2005 — 2007
MBA

Columbia University in the City of New York   1997 — 2001
BA

Joseph Pepe Joseph Pepe Greater New York City Area Details
Joseph Pepe's Merrill Lynch Experience May 2006 - September 2006
Job President at ECPPF Holdings Group
Industry Health, Wellness and Fitness
Experience
ECP-PF Holdings Group   April 2014 - Present
All In Foundation   July 2010 - Present
Planet Fitness  December 2012 - March 2014
Planet Fitness  October 2008 - December 2012
Planet Fitness  September 2007 - October 2008
Merrill Lynch   May 2006 - September 2006

Skills
Social Media, Account Management, Public Speaking, Contract Negotiation, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Negotiation, Operations Management, Leadership Development, Lease Negotiations, Employee Relations, New Business Development, Business Strategy, Social Networking, Marketing Strategy, Event Planning, Coaching, Microsoft Word, Sales Management, Business Development, Management, Marketing, Business Planning, PowerPoint

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Wesleyan University   2003 — 2007
BA, Economics

Notre Dame High School   1999 — 2003

Aaron Axel Aaron Axel New York, New York Details
Aaron Axel's Merrill Lynch Experience 2003 - 2008
Job Revolutionary Socionomist
Industry Financial Services
Experience
GRX Capital Management   January 2009 - May 2011
Merrill Lynch   2003 - 2008

Skills
Interest Rate..., Elliott Wave Technician, USD Bull/Equity Bear, Fixed Income, Trading, Brokerage, Capital Markets, Derivatives, Bloomberg, Bonds, FX Options, Securities, Hedge Funds, Equities, Financial Markets, Series 7, Investment Banking, Options, Structured Products, Electronic Trading, Swaps, Portfolio Management, Asset Managment, Equity Derivatives, Equity Trading, Investments

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

Fordham University School of Law   1992 — 1995
JD, Corporate and Securities Law

University of Michigan - Stephen M. Ross School of Business   1990 — 1992
BBA, Finance

Ava Zhu Ava Zhu Greater New York City Area Details
Ava Zhu's Merrill Lynch Experience March 2013 - March 2013
Job Assurance Summer Analyst at EY
Industry Financial Services
Experience
EY  July 2015 - Present
CITIC Capital  May 2015 - July 2015
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD   June 2014 - August 2014
Boehringer Ingelheim  July 2013 - August 2013
Merrill Lynch   March 2013 - March 2013

Skills
English, Microsoft Office, Research, Java, Photoshop, Public Speaking, Chinese, Data Mining, Project Management, Statistics

Education
Columbia Engineering   2014 — 2017
Bachelor of Science (BS), Operations Research, Economics, 3.91

Columbia University in the City of New York   2014 — 2017
Candidate for B.S., Operations Research, Economics, 3.91

Wellesley College   2013 — 2014
Candidate for B.A., Economics, GPA 4.0/4.0

Oregon Episcopal School   2010 — 2013
High School, GPA 3.9/4.0

Jan Young Jan Young Greater Los Angeles Area Details
Jan Young's Merrill Lynch Experience 1996 - 2001
Job VP Client Services at Mediamorph
Industry Entertainment
Experience
Mediamorph  September 2014 - Present
Vubiquity  January 2010 - September 2014
Avail-TVN  June 2006 - January 2010
Paramount Pictures  June 2004 - June 2006
CBS Television Research   June 2003 - May 2004
AMC Networks  May 2002 - August 2002
iXL, Internet Consultancy   June 2000 - October 2001
Merrill Lynch   1996 - 2001
Avelino Associates   1995 - 1996
Berkeley Repertory Theatre  1992 - 1996

Skills
VOD, Digital Media, New Media, Television, Entertainment, Strategic Partnerships, Digital Strategy, Video, Broadcast, Product Management, Mobile Devices, Digital Marketing, Strategy, Advertising, CRM, Cable Television, IPTV, Web Video, Marketing, Online Advertising, Streaming Media, Content Strategy, Digital Video, Digital Asset Management, Broadcast Television, Digital Distribution, HD Video

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Marketing, Media

University of California, Berkeley
BA, Social Science, Ethnic Studies

Yuxin Wang Yuxin Wang New York, New York Details
Yuxin Wang's Merrill Lynch Experience May 2012 - July 2012
Job Index Research and Design Associate at Markit
Industry Financial Services
Experience
Markit  June 2013 - Present
Byte Consulting  October 2012 - March 2013
Merrill Lynch   May 2012 - July 2012
Columbia University  January 2012 - May 2012
World Input-Output Database Program   February 2011 - April 2011
Bank of Communications  July 2009 - August 2009

Skills
Economics, Stata, Corporate Finance, Monte Carlo Simulation, Fundamental Analysis, Accounting, Credit Risk, Asset Allocation, Statistical Modeling, Pricing, SPSS, Matlab, Microsoft SQL Server, VBA, Python, Bloomberg Terminal

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2011 — 2012
Master of Science, Operations Research with concentration in Finance

Rijksuniversiteit Groningen   2009 — 2011
Honors Bachelor of Science, Economics and Business Economics

Fudan University   2007 — 2011
Bachelor of Arts (B.A.), Finance

Heidi Evenson Heidi Evenson Greater New York City Area Details
Heidi Evenson's Merrill Lynch Experience July 1986 - August 1999
Job Consultant, Agile & Program Management
Industry Financial Services
Experience
REDI Global Technologies  April 2015 - Present
PIMCO  March 2013 - April 2015
Cactus River Consulting   August 2001 - April 2015
AIG  November 2011 - August 2012
Morgan Stanley  April 2010 - November 2011
MacroThink, Inc.   August 1999 - August 2001
Merrill Lynch   July 1986 - August 1999

Skills
Program Management, Agile Project Management, Project Finance, Project Accounting, Business Planning, Business Management, Business Change..., Billing Systems, Financial Systems..., Business Process..., Mobile Applications, Web Applications, Infrastructure Planning, Infrastructure Projects, Project Portfolio..., PMO Development, PMO, Scrum Master, Infrastructure, Scrum, Leadership, Project Management, SDLC, Change Management, Disaster Recovery, Business Analysis, PMP, Agile Methodologies, Management, IT Strategy, Enterprise Software, Software Development, Strategy, Integration, Consulting, Vendor Management, Financial Services, Outsourcing, CRM, Business Process, Analysis, Executive Management, Start-ups, Information Technology, Finance, Software Project..., Process Improvement, Business Transformation, Portfolio Management, Management Consulting

Education
Columbia University - Columbia Business School   1988 — 1990
MBA, Finance

Smith College   1982 — 1986
AB, Economics

The London School of Economics and Political Science (LSE)   1984 — 1985
Certificate, Applied Economics

Yukkee Poh Yukkee Poh Cambridge, Massachusetts Details
Yukkee Poh's Merrill Lynch Experience June 2004 - August 2004
Job CoFounder at Cardiio
Industry Medical Devices
Experience
Cardiio   January 2012 - Present
Rock Health  January 2012 - July 2012
Brigham and Women's Hospital, Harvard Medical School   February 2011 - January 2012
Columbia University  September 2005 - August 2010
www.arXiv.org   October 2002 - May 2005
Merrill Lynch   June 2004 - August 2004

Skills
Biomedical Engineering, Research, Microfluidics, Bioengineering, Tissue Engineering, Cell Culture, Biotechnology, Lifesciences, Clinical Research

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2007 — 2010
PhD, Biomedical Engineering

Columbia University - Fu Foundation School of Engineering and Applied Science   2005 — 2007
MS, Biomedical Engineering

Cornell University   2002 — 2005
BS, Electrical and Computer Engineering

Joseph Leung Joseph Leung New York, New York Details
Joseph Leung's Merrill Lynch Experience May 2013 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2013 - Present
Bank of America Merrill Lynch  August 2011 - May 2013
Bank of America Merrill Lynch  September 2008 - August 2011
Banc of America Securities  June 2006 - September 2008
KBC Financial Products  June 2005 - December 2005

Skills
Equities, Electronic Trading, Portfolio Management

Education
Duke University - The Fuqua School of Business   2009 — 2011
MBA, Finance

Columbia University - Fu Foundation School of Engineering and Applied Science   2003 — 2006
Bachelor, Computer Engineering

Margaret Carey Margaret Carey New York, New York Details
Margaret Carey's Merrill Lynch Experience February 1992 - August 2004
Job SVP Wealth Management & Financial Advisor The Carey Group UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  August 2004 - Present
Merrill Lynch   February 1992 - August 2004
Dean Witter  August 1985 - January 1991
Keefe, Bruyette & Woods   August 1981 - August 1985

Skills
Series 7, Series 63, Life, Accident & Health...

Education
Columbia University - Columbia Business School   1978 — 1980
Finance

Aaron Baker Aaron Baker Greater San Diego Area Details
Aaron Baker's Merrill Lynch Experience September 2000 - August 2003
Job Director of Business Development, MRO
Industry Wholesale
Experience
Hardware Holdings   January 2015 - Present
HD Supply  February 2012 - December 2014
HD Supply  May 2010 - February 2012
GE Capital  July 2008 - June 2010
Buckingham Research Group  September 2003 - August 2006
General Electric  2006 - 2006
Merrill Lynch   September 2000 - August 2003

Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Segmentation, Corporate Finance, Valuation, Cross-functional Team..., Pricing, Strategy, Forecasting, Business Strategy, Marketing Strategy, Analytics, Financial Services, Business Development, Strategic Planning, Management, Leadership, Analysis, Process Improvement, Finance, Sales

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Marketing, Finance

University of Colorado Boulder   1995 — 2000
BS, Psychology, 3.5/4.0

Bill Kan, CFA Bill Kan, CFA San Francisco Bay Area Details
Bill Kan, CFA's Merrill Lynch Experience February 2010 - May 2012
Job Managing Member & Founder at Candent Capital, LLC
Industry Investment Management
Experience
Candent Capital, LLC   January 2013 - Present
Candent Capital, LLC   January 2013 - Present
Merrill Lynch   February 2010 - May 2012
Merrill Lynch   2006 - 2009
Merrill Lynch   1999 - 2006
Merrill Lynch   1993 - 1999
Federal Reserve Board  1988 - 1990

Skills
Personal Financial..., Investments, Retirement Income..., Equities, Fixed Income, Portfolio Management, Finance, Capital Markets, Strategy, Management, Financial Modeling, Emerging Markets, Economics

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

Rutgers University-New Brunswick
BA, Economics

Jim Caruso Jim Caruso Greater Philadelphia Area Details
Jim Caruso's Merrill Lynch Experience 2005 - 2008
Job Experienced Executive Education and Talent Management Professional
Industry Education Management
Experience
Drexel LeBow Corporate and Executive Education   2011 - Present
Drexel University's LeBow College of Business  2011 - Present
Drexel University's LeBow College of Business  2014 - Present
Vanguard  2010 - 2011
Covance  2009 - 2010
Independent Consultancy  2009 - 2009
Haddonfield Professional Networking Group   2007 - 2009
Rotary Club of Haddonfield   2006 - 2008
Merrill Lynch   2005 - 2008
Strategic Management Group (SMG)   1995 - 2005

Skills
Leadership Development, Talent Management, Leadership, Organizational..., Training, Change Management, Coaching, Strategic Planning, Workshop Facilitation, Instructional Design, Strategy, Staff Development, Organizational..., E-Learning, Business Acumen, Consulting, CRM, Human Resources, Program Management, Experiential Learning, Business Development, Executive Education, Blended Learning..., Client Service, Financial Analysis, Talent Development, Facilitation, Management Development, Blended Learning, Business Simulations, Financial Acumen, Computer-based..., Instructing, Client Relationship..., Business Transformation, Tax Preparation, CPA, Action Learning, Human Resource..., Stakeholder Management, Professional Services, Program Facilitation, Gap Analysis, Business Communications, Presentation Development, Presentation Coaching, Curriculum Design, Management, Executive Coaching, Client Services

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Management of Organizations & Marketing

Drexel University   2011 — 2014
Master's degree, Human Resources Development

Villanova University   1981 — 1985
BS, Accountancy

Archbishop Stepinac HS   1977 — 1981
H.S., Honors/Regents High School/Secondary Diploma Program

St. Anthony's (Nepera Park)   1969 — 1977

Jeannie Perry Jeannie Perry Gulf Shores, Alabama Details
Jeannie Perry's Merrill Lynch Experience 1997 - 1999
Job Regional Operations Manager at Starr Textile Services
Industry Textiles
Experience
Starr Textile Services   December 2009 - Present
Reliance Financial Group  2003 - 2009
Merrill Lynch   1997 - 1999
Danka Office Imaging  1997 - 1999

Skills
Team Building, Budgets, Training, Strategic Planning, Customer Service, Operations Management, Negotiation, Inventory Management, New Business Development, Leadership Development, Merchandising, Retail, Sales Management, Supply Chain Management, Notary Public, Recruiting, Hiring Practices, Accounts Receivable, Social Media Marketing, Fundraising, Management, Sales, Leadership

Education
Columbia Southern University   2013 — 2014
Associate of Science (A.S.), Business, 4.0

University of South Alabama   1989 — 1992

Nan (Eric) Xu Nan (Eric) Xu Greater New York City Area Details
Nan (Eric) Xu's Merrill Lynch Experience May 2011 - August 2011
Job Master of Financial Engineering, Columbia University
Industry Banking
Experience
HSBC Global Banking and Markets  June 2014 - August 2014
huashang fund management co.,ltd   May 2013 - June 2013
Deutsche Bank  May 2012 - July 2012
IBM  September 2011 - May 2012
Merrill Lynch   May 2011 - August 2011
Industrial and Commercial Bank of China  June 2010 - July 2010

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, VBA, C++, Bloomberg, Derivatives, Equity Research, WRDS, Statistics, Analysis

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2013 — 2014
Master of Science (M.S.), Financial Engineering

National University of Singapore   2008 — 2013
Bachelor of Business Administration (BBA), Finance, General

National University of Singapore   2008 — 2013
Bachelor of Engineering (B.Eng.), Industrial and systems Engineering

Andrew Clipper Andrew Clipper Greater New York City Area Details
Andrew Clipper's Merrill Lynch Experience 1996 - 2000
Job
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   March 2014 - Present
Citibank, N. A.   2004 - 2013
Wachovia Securities  2001 - 2004
Merrill Lynch   1996 - 2000

Skills
Portfolio Management, Investment Management, CRM, Banking, Wealth Management..., Separately Managed..., Management, Product Management, Sales, Program Management, Equities, Fixed Income, Asset Management, Financial Services, Securities, Wealth Management, Series 7, Vendor Management, Financial Advisory, Mutual Funds, Brokerage, Insurance, Investments, Asset Managment, Trading, Relationship Management, Finance, Financial Risk, Investment Advisory, Private Equity, Unified Managed Accounts, Strategic Financial..., Asset Allocation, Financial Markets, Bonds, Series 63

Education
Columbia University - Columbia Business School
MBA, Finance, cum laude

Columbia University Mailman School of Public Health
MPH, Health Administration, cum laude

State University of New York at Oswego
BS, Psychology

long beach high school

long beach high school

Angelica Agishi Angelica Agishi Greater New York City Area Details
Angelica Agishi's Merrill Lynch Experience 2007 - 2007
Job Corporate Associate at Gibson, Dunn & Crutcher LLP
Industry Management Consulting
Experience
Gibson, Dunn & Crutcher LLP   May 2012 - July 2013
Accenture  October 2006 - August 2011
Bank of America  March 2011 - July 2011
Aflac  December 2010 - February 2011
Accenture  2006 - 2011
Credit Suisse  November 2009 - January 2010
The Carlyle Group  2008 - 2008
Accenture  2008 - 2008
Accenture  2008 - 2008
Merrill Lynch   2007 - 2007

Skills
Project Management, Due Diligence, Risk Management, Mergers, Financial Modeling, Strategy, Analysis, Management Consulting, Management, Business Process, Investments, Mergers & Acquisitions, Financial Risk, Start-ups, Training

Education
Columbia University School of Law   2011 — 2014
JD

Duke University   2002 — 2006
B.A., Political Science, Slavic Languages & Literature

Rob Erani Rob Erani Greater New York City Area Details
Rob Erani's Merrill Lynch Experience 1987 - 1991
Job Network Engineering Manager at Flight Safety International
Industry Information Technology and Services
Experience
Flight Safety International  2013 - Present
Bank of Tokyo-Mitsubishi UFJ  2001 - 2012
AimNet Solutions  2001 - 2001
Greenwich Technology Partners  2000 - 2001
International Network Services  January 1995 - March 2000
Lucent Technologies  1999 - 2000
Prudential Insurance  1991 - 1994
Merrill Lynch   1987 - 1991

Skills
Vendor Management, IT Strategy, Security, Disaster Recovery, Project Management, Data Center, IT Service Management, Cisco Technologies, Network Architecture, Network Design, Network Engineering, VPN, Telecommunications, Integration, Information Security, TCP/IP, Switches, Routers, WAN, Networking, Troubleshooting, Routing, IP, MPLS, Pre-sales, Network Administration, Infrastructure, Citrix, Hardware, Testing, Cisco IOS, Virtualization, EIGRP, Cisco Call Manager, Enterprise Software, Requirements Analysis, IT Management, Network Security

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1986 — 1989
Master of Science (MS), Electrical, Electronics and Communications Engineering

Columbia University - Fu Foundation School of Engineering and Applied Science   1982 — 1986
Bachelor's Degree, Electrical, Electronics and Communications Engineering

Edward R. Murrow High School   1978 — 1982
High School

Ellen Walsh, CIMA, CRCP Ellen Walsh, CIMA, CRCP Greater New York City Area Details
Ellen Walsh, CIMA, CRCP's Merrill Lynch Experience July 2004 - June 2010
Job Marketing Review Compliance Professional
Industry Financial Services
Experience
Morgan Stanley  May 2012 - Present
Merrill Lynch   July 2004 - June 2010
Deutsche Asset Management  July 2000 - January 2002
Merrill Lynch   November 1995 - July 2000
UBS Wealth Management  November 1989 - November 1996

Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership

Education
Columbia University - Columbia Business School   1981 — 1982
MBA, Finance

La Salle University   1971 — 1975
B.A., Spanish Education

Howard Isaacson Howard Isaacson Naples, Florida Area Details
Howard Isaacson's Merrill Lynch Experience September 2007 - March 2013
Job President at Howard Isaacson, Inc.
Industry Financial Services
Experience
Hodges University, Johnson School of Business   September 2015 - Present
Collier Child Care Resources, Inc   July 2015 - Present
Howard Isaacson, Inc.   March 2013 - Present
South Florida National Parks Trust   2010 - Present
CapitalRock Investments LLC   March 2013 - April 2015
Merrill Lynch   September 2007 - March 2013
UBS  May 2003 - September 2007
SMITH BARNEY  April 1999 - May 2003
Deloitte Central Europe  May 1996 - February 1999
Delotte Slovenia   April 1994 - May 1996

Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Asset Managment, Tax, Finance, Investments, Portfolio Management, Securities, Financial Services, Equities

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance and International Management

State University of New York   1988 — 1988
Certified Public Accountant

Georgetown University - The McDonough School of Business   1982 — 1986
BSBA, Finance and Accounting, 3.73 of 4.0

Elton Norman Elton Norman Columbia, South Carolina Area Details
Elton Norman's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2014 - Present
Sam's Club / Walmart Distribution Center   May 2013 - August 2014
US Army  February 2010 - May 2013
US Army  June 2009 - February 2010
US Army  January 2007 - June 2009
US Army  February 2003 - December 2006
US Army  November 1991 - December 2002

Skills
Organizational..., Team Building, Instructor-led Training, Employee Training, Security Clearance, Military, Conflict Resolution, Management, Command, Government, Government Contracting, Leadership Development, Supervisory Skills, Army, DoD, Personnel Management, Leadership, Top Secret, Training, Program Management, Intelligence, Military Training, Counterinsurgency, Military Experience, Operational Planning, Project Planning, Policy, Afghanistan, Force Protection, Military Operations, Intelligence Analysis, Human Resources, Logistics, Defense, Weapons, Special Operations, Combat, Military Logistics, Physical Security, Tactics

Education
Webster University   2014 — 2015
Master of Science (MS), Finance, General

Webster University   2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.33

Columbia Southern University   2010 — 2011
Master of Science, Criminal Justice Administration

Columbia Southern University   2008 — 2009
Bachelor of Science, Criminal Justice Administration

Fayetteville Technical Community College   1999 — 2001
Associate, General Education

Chao Wu Chao Wu New York, New York Details
Chao Wu's Merrill Lynch Experience August 2010 - December 2010
Job Equity Research Analyst at Nomura
Industry Financial Services
Experience
Nomura  December 2014 - Present
HFT Investments   September 2013 - September 2014
Columbia University  September 2011 - February 2013
Nomura International  June 2012 - August 2012
Merrill Lynch   August 2010 - December 2010
Central University of Finance and Economics  January 2010 - April 2010
Ontario Teachers' Pension Plan  May 2009 - August 2009
Manulife Financial  September 2008 - December 2008
Bloomberg  January 2008 - April 2008

Skills
Programming, Corporate Finance, Financial Analysis, VBA, R

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2011 — 2012
Master of Science (M.Sc.), Operations Research

University of Waterloo   2006 — 2011
Bachelor, Computing and Financial Management

Julie Lanuto Julie Lanuto Boston, Massachusetts Details
Julie Lanuto's Merrill Lynch Experience 1987 - 1989
Job Independent Consultant at aconnect
Industry Accounting
Experience
a-connect  February 2015 - Present
Tatum, a Randstad Company  August 2013 - December 2014
Tatum LLC  May 2011 - August 2013
a-connect  June 2010 - May 2011
Resources Global Professionals  2000 - June 2010
Resources Global Professionals  2007 - 2008
Ernst & Young  January 1996 - December 1998
Reliance National  1993 - 1995
Coopers & Lybrand  1991 - 1993
Merrill Lynch   1987 - 1989

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance

Eric Dongha Kim Eric Dongha Kim Greater New York City Area Details
Eric Dongha Kim's Merrill Lynch Experience January 2009 - May 2009
Job MBA Candidate at Columbia Business School
Industry Investment Banking
Experience
Columbia Business School  August 2014 - Present
Nomura  June 2015 - August 2015
Stonebridge Capital   March 2014 - May 2014
Samsung Electronics  July 2011 - March 2014
EY  May 2010 - June 2011
GE Capital  June 2009 - August 2009
Merrill Lynch   January 2009 - May 2009

Skills
Marketing Strategy, Marketing Budget..., Marketing Planning, Enterprise Systems..., CRM Integration, Financial Modeling, Marketing Operations, Marketing Research, Process Improvement, ROI Optimization, ROI Management, Internal Audit, Industry Research, Venture Capital

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Southern California   2006 — 2009
Bachelor of Arts (B.A.), Economics(GPA (3.97/4.00); Graduated summa cum laude)

Karen Gollrad Karen Gollrad Greater Chicago Area Details
Karen Gollrad's Merrill Lynch Experience September 2006 - April 2007
Job
Industry Writing and Editing
Experience
Merlin Media, FM News 101.1   August 2011 - February 2012
Matrix Media  August 2009 - May 2011
Columbia College, WCRX, 88.1 FM   January 2010 - May 2010
WTTW Chicago Public Television   January 2010 - April 2010
Matrix Media  April 2009 - August 2009
GE Capital Solutions (formerly Merrill Lynch Capital)   May 2007 - June 2008
Merrill Lynch   September 2006 - April 2007

Skills
Editing, Production, Radio, Audio, Voice Over

Education
Columbia College Chicago   2008 — 2010
B.A.

Columbia College
B.A

Rob Denicola Rob Denicola Greater New York City Area Details
Rob Denicola's Merrill Lynch Experience May 2007 - July 2007
Job Associate, Latham & Watkins
Industry Legal Services
Experience
Latham & Watkins  October 2013 - Present
Latham & Watkins  May 2012 - July 2012
Columbia Center for Climate Change Law   June 2011 - July 2011
Sullivan & Cromwell LLP  June 2009 - August 2010
Goldman Sachs  May 2008 - July 2008
Merrill Lynch   May 2007 - July 2007
Merrill Lynch   May 2006 - July 2006

Skills
Legal Research, Legal Writing, Westlaw, Litigation

Education
Columbia University School of Law   2010 — 2013
Juris Doctor, Law

Georgetown University   2005 — 2009
B.A., Government

Lynn Stafford Lynn Stafford Greater Chicago Area Details
Lynn Stafford's Merrill Lynch Experience April 2009 - February 2014
Job Director at Your Gold Gold And Precious Metals Investment Expert Gold IRA Rollover Advisor – How To Buy Gold
Industry Investment Management
Experience
YourGold.com   February 2014 - Present
Merrill Lynch   April 2009 - February 2014
Bank of America  February 2004 - March 2009

Skills
Buying Gold, Gold IRA Rollover, Gold Investment, Investing In Gold, Precious Metals, Gold & Silver

Education
Columbia College Chicago

Cesare Pasquale Cesare Pasquale Greater New York City Area Details
Cesare Pasquale's Merrill Lynch Experience August 2001 - October 2008
Job Fixed Income and Derivatives Specialist
Industry Financial Services
Experience
J.P. Morgan   November 2009 - April 2015
Barclays Capital  March 2009 - November 2009
Merrill Lynch   August 2001 - October 2008
ExxonMobil Research and Engineering  1995 - 2000

Skills
Fixed Income, Financial Structuring, Interest Rate..., Options, Capital Markets, Equities, Bloomberg, Financial Modeling, Derivatives, Hedge Funds, Engineering Management, Mechanical Engineering, Project Engineering, Asset Management, Portfolio Management, Valuation, Investments, Trading

Education
UCLA Anderson School of Management   2000 — 2002
MBA, Business

Columbia Engineering   1995 — 1997
MS, Mechanical Engineering

Columbia University in the City of New York   1995 — 1997
MS, Mechanical Engineering

Manhattan College   1990 — 1994
BS, Mechanical Engineering

SDA Bocconi

SDA Bocconi

Spellman high school

Spellman high school

Suzanne Beddoe Suzanne Beddoe Greater New York City Area Details
Suzanne Beddoe's Merrill Lynch Experience June 2004 - July 2008
Job General Counsel & Chief Compliance Officer at Trinity Wall Street
Industry Government Administration
Experience
Trinity Wall Street  July 2015 - Present
NYC Office of Administrative Trials & Hearings ("OATH")   July 2010 - November 2014
Environmental Control Board (ECB) - A Division of OATH   July 2008 - June 2010
Merrill Lynch   June 2004 - July 2008
Greenberg Traurig/ Krebsbach & Snyder   January 2003 - May 2004
The Dontzin Law Firm   July 2001 - December 2002
Davis Polk & Wardwell LLP  June 1998 - June 2001
NYC Law Department  September 1993 - May 1998

Skills
Public Policy, Litigation, Government, Commercial Litigation, Courts, Administrative Law, Trials, Strategic Planning, Public Relations, Hearings, Legal Research, Mediation, International Law, Legal Writing, Organizational..., Policy, Executive Management, Leadership Development, Organizational Design, Program Management, Training, Employment Law, Appeals, Policy Analysis

Education
Columbia Law School
Doctor of Law (JD), Hughes Fellow

Yale Graduate School
Master's Degree with Honors

Yale University
Bachelor of Arts (BA), Marshall Allison Prize, History of Art

Ben Wu Ben Wu Greater Los Angeles Area Details
Ben Wu's Merrill Lynch Experience January 2011 - May 2011
Job Product Analyst at Snapchat
Industry Internet
Experience
Snapchat, Inc.   July 2015 - Present
Facebook  October 2013 - July 2015
Analysis Group  January 2012 - October 2013
Citi  May 2011 - August 2011
Merrill Lynch   January 2011 - May 2011
Microsoft  June 2009 - August 2009

Skills
Litigation Consulting, Financial Analysis, Financial Modeling, Program Management, Programming, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Equities

Education
Columbia Engineering   2010 — 2011
Master, Financial Engineering

Washington University in St. Louis   2008 — 2010
Bachelor, Electrical Engineering / Economics

Peking University   2006 — 2007
Bachelor, Electrical Engineering

Jackie Weiss Jackie Weiss New York, New York Details
Jackie Weiss's Merrill Lynch Experience 1999 - 2005
Job Business Direction and Brand Advisor
Industry Internet
Experience
Business Management, Brand Direction, Sales and Marketing and New Business Development Advisory   2013 - Present
Beal Private Capital   October 2014 - Present
Google  2012 - 2013
Moleskine America   2009 - 2012
MICHELIN Lifestyle Limited   2005 - 2009
Merrill Lynch   1999 - 2005
MasterCard  1995 - 1997

Education
Columbia University - Columbia Business School
MBA

University of London, School for Oriental and African Studies
MA, Development Studies

Duke University
BA, History, Comparative Area Studies

Scarsdale High School

Qun Deng Qun Deng Greater New York City Area Details
Qun Deng's Merrill Lynch Experience February 2005 - October 2010
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2014 - Present
Bank of America Merrill Lynch  November 2010 - December 2013
Merrill Lynch   February 2005 - October 2010
Lehman Brothers  June 2002 - February 2005
Goldman Sachs  May 2000 - March 2002
Chase Bank  May 1998 - April 2000
Global Advanced Techology   October 1994 - April 1998

Skills
Credit Derivatives, Bond Pricing, Options, Interest Rate..., VAR, C++, C#, SQL, Bloomberg Terminal, Microsoft Excel, Portfolio Optimization, Core Java, XML Schema, TIBCO Rendezvous, SOAP, Data Synapse, Intex, mortgage and structured..., OAS, Cross Margin Methodology, Total Return, Scenario Analysis, Monte Carlo Simulation, PDE, Linear Programming, Integer Programming, Nonlinear Optimization, Combinatorial..., Stochastic Calculus, Statistics, Numerical Analysis, Python

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D., Operations Research

Chinese Academy of Sciences
Master of Science (MS), Computational Mathematics

Wuhan University
Bachelor of Science (BS), Computational Mathematics

Chris Morvant Chris Morvant New York, New York Details
Chris Morvant's Merrill Lynch Experience June 2010 - August 2012
Job Managed Solutions Product Management & Development at J.P. Morgan
Industry Financial Services
Experience
MetLife  June 2013 - August 2013
Merrill Lynch   June 2010 - August 2012
Merrill Lynch   June 2008 - June 2010
Merrill Lynch   July 2007 - June 2008
PNC  June 2006 - August 2006

Education
Columbia University - Columbia Business School   2012 — 2014
MBA

Pennsylvania State University - Smeal College of Business   2003 — 2007
BS / BA, Finance; English

Holy Ghost Prep   1999 — 2003

David Riehl David Riehl Greater New York City Area Details
David Riehl's Merrill Lynch Experience January 2005 - June 2005
Job Director at Markit
Industry Financial Services
Experience
Markit  April 2012 - Present
Data Explorers  January 2010 - April 2012
Cedarcrest Capital   October 2005 - May 2008
Merrill Lynch   January 2005 - June 2005

Skills
Securities Lending, Hedge Funds, Equities, Market Data, Bloomberg, Capital IQ, Factset, Financial Modeling, Backtesting, Due Diligence, Economic Research, Alternative Investments, Investment Strategies, Short Selling, Data Visualization, Access, Excel, SQL, Systemic Risk, News Writing, Distressed Debt, Salesforce.com, Financial Markets, Fixed Income, Capital Markets

Education
Columbia University - Columbia Business School   2005 — 2006
Graduate Certificate, Business

Webster University   2001 — 2005
BA, Philosophy

Webster University Vienna   2003 — 2004
Study Abroad

Scott Douthett Scott Douthett Greater New York City Area Details
Scott Douthett's Merrill Lynch Experience July 1992 - March 1996
Job Partner, Banking and Capital Markets at Mphasis
Industry Information Technology and Services
Experience
Mphasis  October 2013 - Present
Accenture  October 2010 - September 2013
Wipro Technologies  June 2007 - September 2010
Wipro Consulting  2007 - 2008
Thomson Reuters  2003 - 2006
Douthett LLC   May 1998 - November 2002
FAME Information Services (aquired by Sungard)   April 1996 - April 1998
Merrill Lynch   July 1992 - March 1996

Skills
IT Strategy, Business Transformation, Management Consulting, Outsourcing, Program Management, Business Analysis, Financial Services, Business Intelligence, Consulting, Business Strategy, Business Process..., PMO, Business Development, Vendor Management, Change Management, Project Management, Management, Integration, Software Development, Strategy, Leadership, Business Process, Governance, Project Portfolio..., Information Technology

Education
Columbia College (NY)
BA

Fettes, Edinburgh, Scotland

Kesha Cash Kesha Cash Greater New York City Area Details
Kesha Cash's Merrill Lynch Experience August 1999 - August 2002
Job Partner, Impact America Fund
Industry Venture Capital & Private Equity
Experience
Jalia Ventures   January 2010 - July 2014
Bridges Ventures  July 2009 - September 2009
Hagerty Consulting  April 2006 - August 2008
K. Cash & Associates   September 2002 - March 2006
Merrill Lynch   August 1999 - August 2002

Skills
Strategic Partnerships, Due Diligence, Valuation, Financial Analysis, Business Strategy, Start-ups, Venture Capital, Entrepreneurship, Strategy, Financial Modeling

Education
Columbia University - Columbia Business School   2008 — 2010
MBA, Finance

University of California, Berkeley   1995 — 1999
BA, Applied Mathematics

Luke Jepsen Luke Jepsen Greater New York City Area Details
Luke Jepsen's Merrill Lynch Experience February 2006 - January 2009
Job Account Executive at Salesforce.com
Industry Computer Software
Experience
salesforce.com  April 2014 - Present
Dell  January 2011 - February 2014
Quest Software  September 2010 - December 2010
Quest Software  March 2009 - December 2010
Merrill Lynch   February 2006 - January 2009

Skills
Salesforce.com, Siebel, Software Sales, Channel Programs, Revenue Forecasting, Investment Strategies, Team Leadership, B2B, Software Industry, New Business Development, Account Management, Channel, Microsoft Office, Selling, Sales Process, Business Development, Sales, VMware, Solution Selling, Enterprise Software, Direct Sales, Sales Operations, Lead Generation, Negotiation, Strategic Partnerships, Jiu-Jitsu, Management, Business Strategy, Marketing, Sales Management, Partner Management, Product Marketing, Sales Enablement, Leadership, Product Management, Go-to-market Strategy, Competitive Analysis, Strategy, Key Account Management, Cloud Computing, Multi-channel Marketing, Product Launch, Sales Presentations, Channel Partners, Software Solution Sales, Channel Sales, Hand to Hand Combat

Education
Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.)

The Ohio State University - The Max M. Fisher College of Business   2004 — 2008
B.S.B.A.

Richmond, The American International University in London

St. Charles

Mark Giugliano Mark Giugliano New York, New York Details
Mark Giugliano's Merrill Lynch Experience May 2005 - August 2005
Job Goldman Sachs, Vice President and Assistant General Counsel, Corporate Finance and Treasury Legal
Industry Law Practice
Experience
Goldman Sachs  November 2013 - Present
Davis Polk & Wardwell LLP  October 2010 - November 2013
Davis Polk & Wardwell LLP  May 2009 - August 2009
Honorable Joseph Bianco, E.D.N.Y.   May 2008 - August 2008
Citigroup  July 2006 - August 2007
Merrill Lynch   May 2005 - August 2005

Skills
Capital Markets, Securities, Due Diligence, Legal Writing, Corporate Finance, Finance, Equities, Structured Finance, Legal Research, Investments

Education
Columbia University School of Law
J.D., Law

Villanova University
Bachelor of Science in Economics / Bachelor of Science in Business Admin (Finance), Economics / Finance, Graduated magna cum laude

Chaminade High School
High School Diploma, Presidential Scholar

Richard Alsop Richard Alsop Greater New York City Area Details
Richard Alsop's Merrill Lynch Experience March 1994 - February 2009
Job at Shearman & Sterling
Industry Legal Services
Experience
Shearman & Sterling  March 2010 - Present
Merrill Lynch   March 1994 - February 2009
Shearman and Sterling  September 1987 - February 1994

Education
Columbia Law School   1984 — 1987
JD, Law

Columbia University in the City of New York   1980 — 1984
AB, Middle East Languages and Cultures

Kristina Salen Kristina Salen Brooklyn, New York Details
Kristina Salen's Merrill Lynch Experience June 1997 - June 2001
Job CFO, Etsy
Industry Internet
Experience
Etsy  January 2013 - Present
Cornerstone OnDemand  July 2014 - Present
Trunk Archive  October 2011 - Present
Fidelity Investments  January 2006 - January 2013
Oppenheimer Capital  May 2002 - December 2005
Merrill Lynch   June 1997 - June 2001
Lazard Freres  April 1996 - June 1997
SBC Warburg  December 1994 - April 1996

Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

Vassar College   1989 — 1993
BA, political science

Amy Daniel Amy Daniel Greater St. Louis Area Details
Amy Daniel's Merrill Lynch Experience August 2015 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
Wells Fargo Advisors  June 2013 - August 2015
Wells Fargo Advisors  October 2010 - June 2013
Stifel Financial Corp.  December 2008 - October 2010
Stifel Financial Corp.  March 2007 - December 2008
Stifel Financial Corp.  December 2005 - March 2007
AG Edwards  June 1999 - May 2005

Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds

Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance

Charles Bettinelli Charles Bettinelli Orange County, California Area Details
Charles Bettinelli's Merrill Lynch Experience July 1998 - December 2000
Job Regional Sales Manager at Ruckus Wireless
Industry Wireless
Experience
Ruckus Wireless  October 2014 - Present
Aerohive Networks  June 2012 - September 2014
Xirrus  July 2009 - May 2012
Xirrus  April 2007 - June 2009
IneoQuest Technologies  April 2005 - March 2007
Ixia  April 2003 - March 2005
Ixia  January 2001 - March 2003
Merrill Lynch   July 1998 - December 2000

Skills
WiFi, Ethernet, Start-ups, Quota, Sales Operations, Salesforce.com, Direct Sales, Strategic Planning, Technical Demonstrations, Sales Process, Resellers, New Business Development, Wireless Networking, Corporate Finance, Investment Banking, Solution Selling, Routing, Wireless, Telecommunications, Pre-sales, Enterprise Software, Cloud Computing

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1993 — 1998
BS, Civil Engineering

Columbia University in the City of New York   1993 — 1998
BA, Mathematics

Sonoma Valley High School   1989 — 1993
diploma

Elsa Wang Elsa Wang New York, New York Details
Elsa Wang's Merrill Lynch Experience January 2002 - March 2002
Job Head of Transaction Management, Americas
Industry Investment Banking
Experience
TD Securities  January 2015 - Present
HSBC Securities  August 2011 - January 2015
Simpson Thacher & Bartlett LLP  September 2007 - August 2011
J.P. Morgan   March 2010 - August 2010
Simpson Thacher & Bartlett LLP  May 2006 - August 2006
US Securities and Exchange Commission  June 2005 - August 2005
Simpson Thacher & Bartlett LLP  August 2003 - August 2004
Legal Aid Society  June 2002 - August 2002
Merrill Lynch   January 2002 - March 2002
AOL Time Warner  June 2001 - August 2001

Skills
Securities Regulation, Corporate Governance, Mergers, Capital Markets, Private Equity, Corporate Law, Mergers & Acquisitions, Due Diligence, Cross-border..., IPO, Investments, Securities, Venture Capital, Hedge Funds, Structured Finance, Joint Ventures, Corporate Finance

Education
Columbia University School of Law   2005 — 2007
J.D., James Kent scholar

Northwestern University   1999 — 2003
B.S., Magna cum laude

Mount Sinai High School   1995 — 1999

Lee Hernandez, CFA Lee Hernandez, CFA Washington D.C. Metro Area Details
Lee Hernandez, CFA's Merrill Lynch Experience September 2008 - May 2009
Job Finance and operations professional
Industry Utilities
Experience
The AES Corporation  January 2015 - Present
Monarch Casino & Resort   December 2010 - January 2015
NRG Energy  April 2010 - November 2010
Deutsche Bank  May 2009 - April 2010
Merrill Lynch   September 2008 - May 2009
ICF International  January 2006 - April 2006
ICF International  July 2003 - January 2006
ICF International  July 2002 - July 2003
ICF International  June 2000 - June 2002

Skills
Financial Modeling, Valuation, Investment Banking, Energy, Mergers, Financial Analysis, Corporate Finance, Due Diligence, Business Strategy, Mergers & Acquisitions, Analysis, Economics, Trading, Equities, Capital Markets, Strategic Planning

Education
Columbia University - Columbia Business School   2006 — 2008
MBA

Wesleyan University   1996 — 2000
BA

Alice M. Burno, PMP® Alice M. Burno, PMP® Greater New York City Area Details
Alice M. Burno, PMP®'s Merrill Lynch Experience 1998 - 2003
Job Project Management & Technology Management
Industry Information Technology and Services
Experience
Citigroup  April 2011 - Present
Avon Products  2005 - January 2011
Columbia University  2003 - 2005
Merrill Lynch   1998 - 2003
iNautix Technologies (DLJ Direct/Pershing)   1997 - 1998
The Bank of New York  1990 - 1997
Con Edison  1986 - 1990

Skills
Software Project..., Program Management, ERP, PMO, Outsourcing, Governance, IT Management, PMP, Project Portfolio..., IT Governance, IT Strategy, Service Delivery, Vendor Management, Business Transformation, Project Governance, Portfolio Management, IT Outsourcing, PMBOK, Project Management, Change Management, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Process Improvement, Management

Education
Columbia Engineering
MS

Columbia University - Columbia Business School
Certificate

Cornell University
Certificate

Pace University
BS

Caroline Maleke Caroline Maleke Greater Seattle Area Details
Caroline Maleke's Merrill Lynch Experience May 2000 - August 2000
Job Senior Engineer at Siemens Healthcare
Industry Medical Devices
Experience
Siemens Healthcare  May 2010 - Present
Ingersoll Rand  June 2001 - December 2003
Merrill Lynch   May 2000 - August 2000

Skills
Matlab, Medical Devices, Biomedical Engineering, Image Processing, Medical Imaging, Signal Processing, R&D, Labview, Engineering, Product Development, Testing, Data Analysis, Manufacturing, Project Management, Simulations, Science

Education
Columbia University in the City of New York   2005 — 2010
PhD, Biomedical Engineering

Columbia Engineering   2004 — 2005
MS, Biomedical Engineering

University of Minnesota-Twin Cities   1997 — 2001
BSc, Electrical Engineering

Stuart Malakoff, CFP®, CRPC® Stuart Malakoff, CFP®, CRPC® Greater New York City Area Details
Stuart Malakoff, CFP®, CRPC®'s Merrill Lynch Experience May 2005 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   May 2005 - Present

Skills
Financial Modeling, Series 7, Equity Research, Portfolio Management, Corporate Finance, Alternative Investments, Investments, Wealth Management, Fixed Income, Equities, Retirement Planning, Capital Markets

Education
Columbia University - Columbia Business School   1994 — 1996
MBA

University of Rochester   1986 — 1990
BA

David Glenn David Glenn Greater New York City Area Details
David Glenn's Merrill Lynch Experience August 2007 - June 2008
Job
Industry Capital Markets
Experience
Providence Equity Partners  March 2014 - Present
CIBC World Markets  July 2010 - February 2014
National Australia Bank  June 2008 - July 2010
Merrill Lynch   August 2007 - June 2008
Fitch Ratings  March 2004 - July 2005
Hyperion Brookfield Asset Management  January 2001 - January 2004

Skills
Real Estate Finance, Capital Markets, Investments, Investment Banking, Debt, CMBS, Structured Finance

Education
Columbia University - Columbia Business School   2005 — 2007
MBA, Management

Columbia University in the City of New York   1996 — 2001
BA, Economics

Ethical Culture Fieldston School   1990 — 1996

Korrey Henderson Korrey Henderson Greater New York City Area Details
Korrey Henderson's Merrill Lynch Experience June 1996 - September 1998
Job Trader at Schottenfeld Group LLC
Industry Capital Markets
Experience
Schottenfeld Group  September 2008 - Present
Schottenfeld Group LCC-Proprietary Trading   August 2001 - Present
Salomon Smith Barney  August 2000 - October 2002
Salomon Smith Barney  August 2000 - August 2001
Merrill Lynch   June 1996 - September 1998
Merrill Lynch & Co  June 1996 - September 1998
Merrill Lynch   June 1996 - August 1998

Skills
Strategic Financial...

Education
Columbia University - Columbia Business School   1998 — 2000
MBA

Georgetown University   1992 — 1996
BS

Columbia University, Graduate School of Business
MBA

Georgetown University
Bachelor of Science

Irene Song Irene Song New York, New York Details
Irene Song's Merrill Lynch Experience July 2005 - September 2008
Job Director at R/GA
Industry Marketing and Advertising
Experience
Columbia University in the City of New York  August 2015 - Present
R/GA  August 2014 - Present
Merrill Lynch   July 2005 - September 2008

Skills
R, Financial Engineering, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, Mathematical Modeling, Time Series Analysis, Operations Research, VBA, Derivatives, Financial Modeling, Equities, Matlab, Data Analysis, Statistics, Investment Banking, Risk Management

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2014
M.S./Ph.D, Operations Research

Smith College   2001 — 2005
Bachelor of Arts (BA), East Asian Languages & Literatures, and Mathematics

Katie Simon Katie Simon Greater New York City Area Details
Katie Simon's Merrill Lynch Experience July 2008 - April 2011
Job Technology Analyst at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch   July 2008 - April 2011
Merrill Lynch   May 2007 - July 2007

Education
Columbia Engineering   2004 — 2008
BS, Computer Science

Jennifer G. Bennett Jennifer G. Bennett San Antonio, Texas Details
Jennifer G. Bennett's Merrill Lynch Experience 2002 - October 2012
Job Assistant Vice President at USAA
Industry Financial Services
Experience
USAA  February 2015 - Present
USAA  May 2012 - February 2015
Merrill Lynch   2002 - October 2012
American Express  1997 - 2001
American Express  1996 - 1996
American Express  1993 - 1995
American Express  1990 - 1992
American Express  1988 - 1990
American Express  1986 - 1988

Skills
Marketing Strategy, Market Research, Marketing Communications, Integrated Marketing, Product Marketing, Database Marketing, CRM, Public Relations, Sales Operations, Partnership Marketing, Series 7, Financial Services, Wealth Management, Segmentation, Retirement, Mutual Funds, Relationship Management, Investments, Series 63, Analytics

Education
Columbia University - Columbia Business School   1984 — 1986
MBA, Marketing

Middlebury College   1978 — 1982
BA, Political Science, American Literature

Newark Academy   1976 — 1978
High School, English

Francis Chu Francis Chu United States Details
Francis Chu's Merrill Lynch Experience 1989 - 1998
Job Unfranchise Business Owner
Industry Internet
Experience
ProEnterprise   2009 - Present
General Electric  2008 - 2009
General Electric  2006 - 2008
General Electric  2004 - 2006
Avaya  1999 - 2001
Merrill Lynch   1989 - 1998

Skills
Finance, Financial Analysis, Corporate Finance, Financial Modeling, Project Management, Risk Management, Analysis, Accounting, Financial Services, Process Improvement

Education
Columbia University - Columbia Business School
MBA, Finance

New York University - Leonard N. Stern School of Business
BS

Qiwei Zhang Qiwei Zhang Greater New York City Area Details
Qiwei Zhang's Merrill Lynch Experience May 2008 - August 2008
Job Student at Columbia University in the City of New York
Industry Financial Services
Experience
Hedge Fund  August 2008 - October 2008
Merrill Lynch   May 2008 - August 2008
MindShare  January 2007 - March 2007

Education
Columbia Engineering   2007 — 2009
Master, Operations Research

Fudan University   2003 — 2007
Bachelor, Mathematics

Joshua Fox Joshua Fox Greater New York City Area Details
Joshua Fox's Merrill Lynch Experience 1999 - 2001
Job Managing Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross  May 2015 - Present
UF&M   May 2013 - May 2015
Houlihan Lokey Howard & Zukin  January 2005 - November 2012
Burlington Capital Markets   2002 - 2005
Merrill Lynch   1999 - 2001
Wasserstein Perella  May 1997 - May 1999
Skadden Arps  1995 - 1997

Skills
Debt, Private Equity, Deal Structuring, Venture Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Investment Banking, Private Placements, M&A experience, Investments, Corporate Development, Capital Markets, Business Valuation, Financial Structuring, Leveraged Finance, Asset Management, Restructuring, Hedge Funds, Debt Restructuring, Equities, Negotiation, Mezzanine, Start-ups, Mergers, Finance

Education
Columbia University School of Law   1992 — 1995
Doctor of Law (J.D.)

University of Michigan - Stephen M. Ross School of Business   1988 — 1992
BBA, Finance and Accounting

Jeff Gononsky Jeff Gononsky Greater New York City Area Details
Jeff Gononsky's Merrill Lynch Experience 1992 - 1999
Job Director of Operations at Green Ligth Deal, LLC
Industry Arts and Crafts
Experience
Green Light Deal   March 2011 - Present
Holden's Screen Supply Corp.   December 2009 - Present
Holden's Latex Corp.   October 2009 - Present
Standard Screen Supply Corp.   September 2002 - December 2009
Cementex Latex Corp.   September 2002 - February 2009
Morgan Stanley  2001 - 2003
Finetix  1999 - 2002
JPMorgan Chase  1999 - 2001
Merrill Lynch   1992 - 1999
Salomon Brothers  1991 - 1992

Skills
Trading Systems, Equities, Strategy, Securities, Business Development, Start-ups, Vendor Management, Mergers & Acquisitions, IT Strategy, Asset Management, Management Consulting, Fixed Income, Strategic Partnerships

Education
Columbia Engineering   1988 — 1989
MS, Computer Science

Queens College   1984 — 1988
BA, Accounting, Computer Science

Eli Ariav Eli Ariav Greater New York City Area Details
Eli Ariav's Merrill Lynch Experience July 2008 - June 2009
Job Director of Strategy Region Americas at Festo
Industry Industrial Automation
Experience
Festo  March 2015 - Present
McKinsey & Company  November 2011 - February 2015
American Express  April 2011 - November 2011
Merrill Lynch   July 2008 - June 2009
Columbia University Tutoring and Translating Agency  January 2007 - May 2008
Israeli Air Force  March 1999 - October 2002

Skills
Corporate Finance, Financial Analysis, Financial Modeling, DCF Valuation, Comparable Analysis, LBO, M&A Modeling, Loan Origination, Due Diligence, Operational Due..., Strategic Planning, Business Strategy, Leveraged Finance

Education
Columbia University - Graduate School of Arts and Sciences   2009 — 2011
MA, Quantitative Methods

Columbia Engineering
BS, Operations Research

Lucy F. Kweskin Lucy F. Kweskin New York, New York Details
Lucy F. Kweskin's Merrill Lynch Experience May 2005 - August 2005
Job Associate, Business Reorganization at Schulte Roth & Zabel LLP
Industry Legal Services
Experience
Schulte Roth & Zabel LLP  October 2012 - Present
Schulte Roth & Zabel LLP  May 2011 - August 2011
United States Bankruptcy Court  June 2010 - August 2010
W. P. Carey & Co. LLC   October 2008 - June 2009
Deutsche Bank  June 2006 - January 2008
Merrill Lynch   May 2005 - August 2005

Education
Columbia University School of Law
J.D., Law

University of Pennsylvania - The Wharton School   2002 — 2006
B.S. Economics, Finance

Laurie Moses Laurie Moses Greater New York City Area Details
Laurie Moses's Merrill Lynch Experience November 2010 - October 2012
Job Marketing Strategy, Digital Marketing, Program Management, Communications. Drives results.
Industry Marketing and Advertising
Experience
LM Marketing Solutions   February 1995 - Present
Taproot Foundation  August 2014 - April 2015
GfK  November 2012 - July 2013
Merrill Lynch   November 2010 - October 2012
Sullivan & Cromwell LLP  February 2006 - September 2008
Virgin Mobile  May 2005 - December 2006
Morgan Stanley  January 2003 - November 2004
D&B  2002 - 2002
Prudential Financial  January 1999 - June 2000
T3 Media  1998 - 1998

Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Social Media Marketing, Product Marketing, Project Management, Relationship Management, Leadership, Social Media, Online Marketing, Marketing, Strategic Planning, CRM, Entrepreneurship, Marketing Communications, Management, Strategy, Digital Strategy

Education
Columbia University - Columbia Business School
MBA, Marketing

Cornell University
BA, History

W. Bradford Paley W. Bradford Paley Greater New York City Area Details
W. Bradford Paley's Merrill Lynch Experience 2003 - 2004
Job Interaction Designer; "cognitive engineer"
Industry Design
Experience
Digital Image Design Incorporated   1981 - Present
RMS  2010 - 2013
JP Morgan Asset Management  2010 - 2011
BIDS Trading  March 2009 - May 2009
Lehman Brothers  2007 - 2008
NYSE  2003 - 2006
SLK  2004 - 2005
Morgan Stanley  2002 - 2005
Merrill Lynch   2003 - 2004
Goldman Sachs  2000 - 2002

Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design

Education
Columbia Engineering   2003 — 2008
Adjunct Associate Professor, Computer Science

University of California, Berkeley   1979 — 1981
BA Economics, Phi Beta Kappa

Yun Wang Yun Wang Greater New York City Area Details
Yun Wang's Merrill Lynch Experience September 2011 - December 2011
Job Evaluator at Interactive Data
Industry Financial Services
Experience
Interactive Data  January 2012 - Present
Merrill Lynch   September 2011 - December 2011
Interactive Data  June 2011 - September 2011

Skills
C/C++, SQL, Matlab, Python, VBA, Fortran, Derivatives, Bloomberg, Fixed Income, Quantitative Analysis, Monte Carlo Simulation, Mandarin

Education
Columbia Engineering   2010 — 2011
MS, Operations Research

University of Delaware   2007 — 2010
MS, Mechanical Engineering

Fudan University   2003 — 2007
BS, Mechanics and Engineering Science

Marquita Hanus Marquita Hanus Greater Chicago Area Details
Marquita Hanus's Merrill Lynch Experience February 1995 - September 1997
Job Senior Sales Manager at CareerBuilder.com
Industry Marketing and Advertising
Experience
CareerBuilder.com  June 2013 - Present
CareerBuilder.com  June 2012 - Present
Euromonitor International  December 2011 - June 2012
Career Builder.com   July 2008 - December 2011
Spark Ventures  2008 - 2009
Chicago Futures   September 1997 - November 2000
Merrill Lynch   February 1995 - September 1997

Skills
Salesforce.com, SaaS, Sales Presentations, Cold Calling, Account Management, Recruiting, Direct Sales, Business Development, Sales, Sales Process, B2B, Lead Generation, Strategy, Social Media Marketing, Solution Selling, SEM

Education
Columbia College Chicago   1992 — 1996
Theatre/Journalism

Stefan Mag Stefan Mag San Francisco Bay Area Details
Stefan Mag's Merrill Lynch Experience January 2007 - June 2007
Job Director of Engineering at Tandem Capital
Industry Mechanical or Industrial Engineering
Experience
Tandem Capital  February 2015 - Present
Apple  May 2012 - February 2015
Motorola Solutions  June 2008 - May 2012
Contractor  January 2008 - May 2008
Merrill Lynch   January 2007 - June 2007
Altitude, Inc.   January 2006 - June 2006
Boston Scientific  January 2005 - June 2005

Skills
Product Development, Technology Development, Product Design, Feasibility Studies, Design for Manufacturing, Design of Experiments, Manufacturing Operations, Plastic Part Design, Rapid Prototyping, Sheet Metal Design, Plating, Tolerance Analysis, Failure Analysis, Data Analysis, Problem Solving, Testing, DFMEA, CAD, ProE, Solidworks, Arduino, Microsoft Office, Mobile Devices, Hardware Design, Hardware Development, ODM, JDM

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2009 — 2011
Master of Science (MS), Mechanical Engineering

Northeastern University   2003 — 2008
Bachelor of Science (BS), Mechanical Engineering, Magna Cum Laude

Conrad Rubin Conrad Rubin Greater New York City Area Details
Conrad Rubin's Merrill Lynch Experience February 2000 - April 2005
Job Director at Credit Suisse ECM
Industry Financial Services
Experience
Credit Suisse  October 2014 - Present
Credit Suisse  2005 - October 2014
Merrill Lynch   February 2000 - April 2005
Wollmuth Maher & Deutsch LLP  April 1999 - January 2000
Brown & Wood (now Sidley Austin)   February 1994 - March 1999
Alston & Bird LLP  September 1992 - December 1993

Skills
Securities Regulation, Capital Markets, Securities Offerings, Private Equity, Corporate Governance, Corporate Law, Securities, Due Diligence, Joint Ventures, IPO, Equity Capital Markets, FINRA, Equities, Cross-border..., Mergers, Venture Capital, Investment Banking

Education
Columbia University School of Law
JD, Law

Tufts University - The Fletcher School of Law and Diplomacy
MALD, International Finance and Economics

Stanford University
BA, International Relations

Rosario Conde-Johanek Rosario Conde-Johanek New York, New York Details
Rosario Conde-Johanek's Merrill Lynch Experience 2006 - 2008
Job Senior Director, Associate General Counsel at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2008 - Present
Merrill Lynch   2006 - 2008
Dorsey & Whitney LLP  1990 - 2005

Skills
Securities, Securities Regulation, Corporate Governance, Capital Markets, Mergers & Acquisitions, FINRA, Privacy Law, Data Privacy, Information Security..., Privacy Compliance, Privacy Regulations

Education
Columbia Law School   1987 — 1991
JD, Law

The University of Chicago   1983 — 1984
MA, Divinity School

Georgetown University   1978 — 1982
BA, Theology

Nido de Aguilas   1975 — 1978

Santiago College

Alex Kirshensteyn Alex Kirshensteyn Greater New York City Area Details
Alex Kirshensteyn's Merrill Lynch Experience August 2004 - September 2009
Job Test Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  January 2014 - Present
Bank Of America  June 2011 - January 2014
Morgan Stanley  September 2009 - June 2011
Merrill Lynch   August 2004 - September 2009
Lehman Brothers, Inc  February 2001 - August 2004

Skills
Derivatives, Fixed Income, Quality Assurance, FX Options, Equities, Risk Management, Vendor Management, Testing, Integration, Business Analysis, Counterparty Exposure, Change Management, Trading Systems, Requirements Analysis, Integration Testing, User Acceptance Testing, Leadership, Test Management, Requirements Gathering, SDLC, Prime Brokerage Margin..., Real-time Margin &..., Dodd-Frank margin rules, Waterfall and Agile..., Project Planning, Onshore/offshore..., Front, Middle, and Back..., Test Planning, Electronic Trading, Process Improvement, Program Management, Financial Services, Test Strategy, Project Management, Investment Banking, Relationship Management, Data Analysis, Systems Analysis, Regression Testing, Functional Testing, Test Automation, Financial Analysis, Financial Risk..., Regulatory Reporting, Test Metrics Reporting

Education
New York University   1981 — 1986
MS, Computer Science

Columbia Engineering   1978 — 1980
BS, Computer Science

Ehud Gelblum Ehud Gelblum Greater New York City Area Details
Ehud Gelblum's Merrill Lynch Experience May 1998 - November 1999
Job Managing Director and Head of US Tech Research at Citi
Industry Investment Banking
Experience
Citi  November 2013 - Present
Morgan Stanley  October 2009 - Present
JPMorgan Chase  June 2002 - October 2009
Andor Capital Management  May 2001 - May 2002
Credit Suisse First Boston  November 1999 - May 2001
Merrill Lynch   May 1998 - November 1999
AT&T  June 1993 - May 1998

Skills
Hedge Funds, Equities, Capital Markets, Valuation, Securities, Investments, Financial Markets, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, Asset Management, Bloomberg, Corporate Development, Executive Management, Investment Banking, Private Equity, Venture Capital, Portfolio Management

Education
Columbia Engineering   1992 — 1997
Ph.D., Electrical Engineering

University of Pennsylvania - The Wharton School   1986 — 1990
BSE x 2, Electrical Engineering, Finance

Aaron Abdelhak Aaron Abdelhak Teaneck, New Jersey Details
Aaron Abdelhak's Merrill Lynch Experience February 1999 - March 2002
Job Law, Finance, Internet & Media
Industry Media Production
Experience
PLATERIDGE (plateridge.com)   December 2008 - Present
RBS  March 2005 - September 2008
UBS  March 2003 - March 2005
Merrill Lynch   February 1999 - March 2002
Skadden, Arps, Slate, Meagher & Flom, LLP   September 1991 - January 1997

Education
Columbia University School of Law   1988 — 1991
JD, Law

University of Maryland Baltimore County   1985 — 1988
ISD Economics & Philosophy

Ner Yisrael   1985 — 1988
Jewish Theology and History

John Harrington John Harrington Greater New York City Area Details
John Harrington's Merrill Lynch Experience 2005 - 2008
Job Corporate Advisory at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners  2012 - Present
The Shoplift, Inc.   2011 - 2012
Aquiline Capital   2008 - 2011
Merrill Lynch   2005 - 2008
United States Navy  2003 - 2005

Skills
Private Equity, Policy, Valuation, Venture Capital, Corporate Development, Alternative Investments, Entrepreneurship, Bloomberg, Series 63, Start-ups, Investment Management, Strategic Planning, Finance, Acquisitions, Program Management

Education
Columbia University - Columbia Business School   2010 — 2012
MBA

Harvard University   1999 — 2003
A.B., European History

Belmont Hill School   1992 — 1998

Nicole Bradbury Nicole Bradbury Vancouver, Canada Area Details
Nicole Bradbury's Merrill Lynch Experience September 1994 - August 1999
Job SVP Renewal Funds
Industry Venture Capital & Private Equity
Experience
Renewal Funds   March 2008 - Present
Phillips, Hager & North   May 2003 - March 2008
AllianceBernstein  January 2001 - May 2003
Merrill Lynch   September 1994 - August 1999

Skills
Investments, Strategic Planning, Wealth Management, Venture Capital, Business Strategy

Education
CFA Institute   2002 — 2006
CFA

Columbia University - Columbia Business School   1999 — 2001
MBA, Value Investing Focus

Memorial University of Newfoundland   1989 — 1994
Bachelor of Commerce (B.Com.), Co-op

Justin Orlando Justin Orlando Greater New York City Area Details
Justin Orlando's Merrill Lynch Experience 1999 - 2002
Job Managing Director at Saja Capital Partners LP
Industry Investment Management
Experience
Saja Capital Partners L.P.   December 2013 - Present
Qumu Corporation  April 2013 - Present
Multimedia Games  January 2009 - December 2014
Dolphin Limited   January 2003 - December 2013
Merrill Lynch   1999 - 2002
Paul, Weiss, Rifkind, Wharton & Garrison LLP   1996 - 1999

Skills
Mergers & Acquisitions, Private Equity, Corporate Governance, Corporate Finance, Investment Banking

Education
Columbia University School of Law   1993 — 1996
JD

The University of Chicago   1989 — 1993
AB, History

Megan (Caughran) Robson Megan (Caughran) Robson Greater New York City Area Details
Megan (Caughran) Robson's Merrill Lynch Experience 2005 - 2007
Job Senior Counsel at Wells Fargo & Company
Industry Law Practice
Experience
Wells Fargo  2007 - Present
Merrill Lynch   2005 - 2007
Goodwin Procter LLP  2004 - 2005
Simpson Thacher & Bartlett LLP  2001 - 2004

Skills
Private Equity, Securities Regulation, Mergers & Acquisitions, Corporate Law, Corporate Governance, Securities, Securities Offerings, SEC Filings, Contract Negotiation, Capital Markets

Education
Columbia Law School   1998 — 2001
JD

Columbia Business School   2001 — 2002
MBA

Stanford University   1994 — 1998
BA, English

Binara Gajanayake Binara Gajanayake Greater New York City Area Details
Binara Gajanayake's Merrill Lynch Experience August 2004 - August 2006
Job Storage Consultant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  May 2010 - Present
Lehman Brothers/Barclays Capital  August 2006 - May 2010
Merrill Lynch   August 2004 - August 2006
Lehman Brothers  January 2003 - July 2004
IBM-Global Services  September 1998 - April 2002

Education
Columbia Engineering   2000 — 2002
M.Sc, Electrical Engineering

Leslie Payton Jacobs Leslie Payton Jacobs United States Details
Leslie Payton Jacobs's Merrill Lynch Experience January 1989 - January 1992
Job Senior Counsel at EMTA, Inc.
Industry Financial Services
Experience
EMTA, Inc.   Director and Senior CounselMerrill LynchJanuary 1997 - January 2001
Bear Stearns  January 1992 - January 1996
Merrill Lynch   January 1989 - January 1992
Shearman & Sterling LLP  January 1985 - January 1989

Skills
Corporate Law, Securities Regulation, Capital Markets, Corporate Governance, Fixed Income, Securities, Hedge Funds, Licensing, Cross-border..., Joint Ventures, Private Equity, Structured Products, Risk Management

Education
Columbia Law School   1982 — 1985
J.D., Law

Wellesley College   1977 — 1981
B.A., Anthropology, Chinese

Joseph Palmeri Joseph Palmeri Greater New York City Area Details
Joseph Palmeri's Merrill Lynch Experience May 1972 - December 2001
Job CIO & Managing Director at Kramer Levin Naftalis & Frankel LLP
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP  March 2002 - Present
Merrill Lynch   May 1972 - December 2001

Skills
Vendor Management

Education
Columbia University - Columbia Business School   1978 — 1980
MPH, Health Care Administration

Villanova University   1974 — 1978
BS, Biology

Bergen Catholic High School   1970 — 1974

Sophie (Evans) Boroditsky (Evans) Sophie (Evans) Boroditsky (Evans) San Francisco Bay Area Details
Sophie (Evans) Boroditsky (Evans)'s Merrill Lynch Experience March 2002 - March 2004
Job Trading Systems and Technology Leader
Industry Financial Services
Experience
STG  June 2013 - Present
Soros Fund Management  August 2009 - January 2013
Wachovia  March 2004 - August 2009
Merrill Lynch   March 2002 - March 2004
StarMedia  February 1999 - March 2002
James Martin & Co.   September 1997 - February 1999
Nab Construction  September 1995 - September 1997

Skills
Bloomberg, Capital Markets, Asset Management, Trading, Equities, Fixed Income, Trading Systems, Derivatives, Portfolio Management, Electronic Trading, Equity Derivatives, Valuation, Equity Trading, Investment Banking, Hedge Funds, Options, Alternative Investments, Market Data

Education
Columbia Engineering   1990 — 1995
MS and BS

Andrew Nianwei Shu Andrew Nianwei Shu Greater New York City Area Details
Andrew Nianwei Shu's Merrill Lynch Experience June 2007 - August 2007
Job Software Engineer at Yodle
Industry Computer Software
Experience
Yodle  January 2011 - June 2012
Columbia University  February 2007 - December 2010
Columbia University  September 2009 - March 2010
Intel  June 2009 - August 2009
VMware  June 2008 - August 2008
Merrill Lynch   June 2007 - August 2007

Skills
Java, Python, Linux

Education
Columbia Engineering   2005 — 2009
BS, Computer Science

David Downie David Downie Greater New York City Area Details
David Downie's Merrill Lynch Experience 2000 - 2004
Job Assistant General Counsel and Director
Industry Law Practice
Experience
Bank of America Merrill Lynch  2013 - Present
Lehman Brothers Bankruptcy Estate   2009 - 2012
Deutsche Bank  2004 - 2008
Merrill Lynch   2000 - 2004
Bankers Trust  1998 - 2000
White & Case  1993 - 1998

Skills
Derivatives, Structured Finance, Bankruptcy, Capital Markets, ISDA, Securities Law, Fixed Income, Principal Investing, Special Situations, CDO, Chapter 11, Financial Structuring, Securitization, Dodd-Frank, Securities Regulation

Education
Columbia Law School   1990 — 1993
JD, Law

Dartmouth College   1984 — 1988
AB, cum laude, Asian Studies

Yousry ElMallah Yousry ElMallah Greater New York City Area Details
Yousry ElMallah's Merrill Lynch Experience May 2007 - August 2007
Job Software Developer Associate at Perella Weinberg Partners
Industry Computer Software
Experience
Perella Weinberg Partners  September 2012 - Present
Perella Weinberg Partners  September 2008 - September 2012
Merrill Lynch   May 2007 - August 2007
IMlogic  May 2005 - August 2005
Microsoft Corporation  May 2004 - August 2004
Microsoft  May 2002 - August 2002

Skills
Equities, SQL, C#, Trading Systems, Business Intelligence, System Administration, Java, SSRS, Financial Modeling, Microsoft SQL Server, Programming, Bloomberg, Databases, Microsoft Excel, Asset Management, VBA, QlikView, Derivatives, Technical Support, Electronic Trading

Education
Columbia Engineering   2004 — 2008
B.Sc., Computer Science

Anthony Han Anthony Han Greater New York City Area Details
Anthony Han's Merrill Lynch Experience July 2013 - June 2014
Job Investment Professional at Providence Equity Partners
Industry Investment Banking
Experience
Providence Equity Partners  June 2014 - Present
Merrill Lynch   July 2013 - June 2014
Merrill Lynch   July 2010 - August 2013
Columbia University Department of Industrial Engineering and Operations Research   September 2009 - May 2010
Citi  June 2009 - August 2009

Skills
Bloomberg, Credit Derivatives, Financial Engineering, Investments, Bloomberg Terminal, Fixed Income, Financial Modeling

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2007 — 2010
B.S., Financial Engineering, Economics

TJHSST   2002 — 2006

Shaun Terry Shaun Terry Greater New York City Area Details
Shaun Terry's Merrill Lynch Experience 1991 - 1996
Job Mobile Software Developer
Industry Computer Software
Experience
Lehman Brothers  2002 - 2008
Sun Microsystems  1996 - 2002
Merrill Lynch   1991 - 1996

Skills
iPhone, Java, Objective-C, Android, MySQL, Mobile Applications, Blackberry, JMS, TIBCO, JavaScript, J2EE, XML, Software Development, Web Services, AJAX, SQL, Ant, JSP, Architecture, Tomcat, HTML, JSON, Mobile Software, JDBC, Servlets, Software Engineering, Object Oriented Design, OOP, Database Design, Web Applications, Java Enterprise Edition, REST, Design Patterns, Android Development

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1980 — 1984
BS, Computer Science

New Bedford High School

Rich Hugh Rich Hugh Greater New York City Area Details
Rich Hugh's Merrill Lynch Experience October 2007 - March 2009
Job IT Consultant at Asset Control
Industry Computer Software
Experience
Asset Control  March 2011 - Present
Merrill Lynch   October 2007 - March 2009
Ciber  October 1995 - March 2009

Skills
Oracle, Java Enterprise Edition, Enterprise Architecture, Software Development, Databases, Web Development, Requirements Gathering, Linux, SDLC, Business Analysis, Sybase, Requirements Analysis, SQL, Software Design

Education
Columbia Engineering   1980 — 1984
BS, Computer Science

Stuyvesant High School   1977 — 1980
HS diploma

Emmanuel Sean Peters Emmanuel Sean Peters Greater New York City Area Details
Emmanuel Sean Peters's Merrill Lynch Experience July 2008 - January 2009
Job Electrical Engineering PhD Candidate | Founder at My Body My Kitchen
Industry Wireless
Experience
My Body My Kitchen   January 2015 - Present
Columbia University in the City of New York  August 2013 - Present
Columbia University  January 2011 - May 2014
National Grid  May 2010 - August 2010
Church of the Advent Hope   March 2009 - September 2009
Merrill Lynch   July 2008 - January 2009
Merrill Lynch   June 2007 - August 2007
Merrill Lynch   July 2006 - August 2006
Trinidad & Tobago National Petroleum Marketing Company   July 2005 - August 2005

Skills
Matlab, Microsoft Office, Photoshop, HTML, Research, Data Analysis, Analysis, Management, Social Media, PowerPoint, Project Management

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2011 — 2016
PhD, Electrical Engineering

Columbia Engineering   2009 — 2010
MS, Electrical Engineering

Columbia Engineering   2004 — 2008
BSc, Electrical Engineering

Utkarsh Sharma Utkarsh Sharma New York, New York Details
Utkarsh Sharma's Merrill Lynch Experience May 2008 - July 2008
Job Global Macro Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management  February 2014 - Present
BlackRock  October 2013 - February 2014
BlackRock  January 2011 - October 2013
BlackRock  June 2010 - August 2010
Merrill Lynch   May 2008 - July 2008
Sun Microsystems  November 2007 - April 2008

Skills
Fixed Income, Data Analysis, Matlab, R, Statistics, Financial Modeling, Quantitative Finance, Bloomberg, Derivatives

Education
Columbia Engineering   2009 — 2010
M.S., Operations Research

Indian Institute of Technology, Guwahati   2005 — 2009
B.Tech, Computer Science and Engineering

Benjamin Mellman Benjamin Mellman Greater New York City Area Details
Benjamin Mellman's Merrill Lynch Experience June 2008 - August 2008
Job Analyst at International Value Advisors
Industry Financial Services
Experience
International Value Advisors   November 2010 - Present
Merrill Lynch   June 2008 - August 2008
RG Niederhoffer Capital Management   January 2005 - January 2007

Education
Columbia University - Columbia Business School   2007 — 2009

Columbia University in the City of New York   1996 — 2000
BA, American History (honors) / Physics

Bob Spinna Bob Spinna Greater New York City Area Details
Bob Spinna's Merrill Lynch Experience 2003 - 2009
Job Principal at Park Bridge Financial
Industry Financial Services
Experience
Park Bridge Financial   February 2009 - Present
Merrill Lynch   2003 - 2009
Capital Company of America   1996 - 2000
Cadwalader, Wickersham & Taft LLP   1993 - 1996

Skills
Valuation, Finance, Loans, Asset Managment, Real Estate Economics, Securitization, Due Diligence, Financial Structuring, Structured Finance, Capital Markets, Underwriting, Financial Modeling, Investments, Investment Banking, Private Equity, Asset Management

Education
Columbia University School of Law   1986 — 1989
J.D.

Manhattan College   1982 — 1986
B.S.

Edward Yu Edward Yu Greater New York City Area Details
Edward Yu's Merrill Lynch Experience June 2009 - August 2009
Job JD/MBA Candidate at Kellogg School of Management and Northwestern Law
Industry Financial Services
Experience
Kellogg School of Management and Northwestern Law   August 2014 - Present
The CIM Group  August 2012 - July 2014
RBS Global Banking & Markets  August 2010 - May 2012
Merrill Lynch   June 2009 - August 2009

Skills
Valuation, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Bloomberg Terminal, Hedge Funds

Education
Northwestern University - Kellogg School of Management   2014 — 2017
Master of Business Administration (M.B.A.)

Northwestern University School of Law   2014 — 2017
Juris Doctor (J.D.)

Columbia Engineering   2006 — 2010

Columbia University in the City of New York   2006 — 2010

kellogg /

Joseph Paolicelli Joseph Paolicelli Greater New York City Area Details
Joseph Paolicelli's Merrill Lynch Experience 1989 - 2009
Job Network Design Engineer at Infinity Consulting Solutions
Industry Computer Networking
Experience
Infinity Consulting Solutions  Network Architect/Design EngineerMerrill LynchNovember 2000 - April 2009
merrill Lynch   1989 - 2009
merrill Lynch   1989 - 2009
Chase Manhattan Bank  1996 - 2001

Education
Rensselaer Polytechnic Institute   1976 — 1977
ME, Electrical Engineering

Columbia Engineering   1972 — 1976
BSEE, Electrical Engineering

Vincent Kumaradjaja Vincent Kumaradjaja Greater New York City Area Details
Vincent Kumaradjaja's Merrill Lynch Experience May 1996 - February 1997
Job Head of Risk Management, Global Fixed Income & Liquidity at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2010 - Present
Sandelman Partners  November 2006 - January 2010
Nomura Securities  September 1998 - June 2006
Jardine Flemings   February 1997 - May 1998
Merrill Lynch   May 1996 - February 1997
Nomura Holding America  September 1995 - September 1996
Lehman Brothers  June 1991 - September 1995
Bear Stearns  April 1989 - June 1991

Education
Columbia Engineering   1987 — 1989
MS, Electrical Engineering

Columbia Engineering   1983 — 1987
BS, Electrical Engineering

Catherine So Catherine So Greater New York City Area Details
Catherine So's Merrill Lynch Experience 2003 - 2009
Job Vice President Associate General Counsel at Tiffany & Co.
Industry Law Practice
Experience
Tiffany & Company  September 2015 - Present
Bank of America Merrill Lynch  2010 - September 2015
ING  2009 - 2010
Merrill Lynch   2003 - 2009
U.S. Attorney's Office   2000 - 2003
Debevoise & Plimpton  1998 - 2000
Indosuez W.I. Carr Securities   1997 - 1998
Debevoise & Plimpton  1994 - 1997
Bondurant, Mixson & Elmore   1993 - 1994
11th Circuit Court of Appeals  1992 - 1993

Skills
Securities Litigation, Securities Regulation, Litigation, Employment Law, Criminal Law, Broker-dealer counsel, Securities, Commercial Litigation, Corporate Law, Arbitration, Civil Litigation, FINRA, Mediation, Legal Research, Legal Writing

Education
Columbia University School of Law   1990 — 1992
J.D.

Columbia University in the City of New York   1986 — 1992
B.A., English

Franklin Tsung Franklin Tsung Greater New York City Area Details
Franklin Tsung's Merrill Lynch Experience September 2006 - June 2007
Job Founder/ Principal at BlackCrown Inc
Industry Financial Services
Experience
BlackCrown Inc   May 2015 - Present
AppCrown   December 2010 - May 2015
TS Equity LLC (Founded as a new company)   April 2008 - October 2010
Merrill Lynch   September 2006 - June 2007

Skills
Make money, Salesforce.com, Investment Banking, Closing Deals, New Business Development, Executive Management, Networking, Building Relationships, Structured Finance, make more money, make a lot of money, Investments, Deal Closure, Money, Financial Services, Sales, Strategic Financial..., Asset Management, Wealth Management, Banking, Finance, Business Strategy, Trading, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Mutual Funds, Management, CRM, Equity Research, Credit, Venture Capital, Private Equity, Product Management, Portfolio Management, Financial Advisory, Loans, Alternative Investments, Investment Management, Strategy, Start-ups, SaaS, Cloud Computing

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Science, Industrial Engineering

Carlos M. Morales Carlos M. Morales Greater New York City Area Details
Carlos M. Morales's Merrill Lynch Experience 2002 - 2009
Job Chief Compliance Executive North America at Banco Espirito Santo S.A.
Industry Financial Services
Experience
Novo Banco S.A. (Formerly Banco Espírito Santo)   April 2012 - Present
Schiff Hardin LLP  July 2010 - March 2012
Merrill Lynch   2002 - 2009
Merrill Lynch   1994 - 2002

Skills
FINRA, Hedge Funds, Securities, Capital Markets, Securities Regulation, bank regulation, Dodd Frank, Private Equity, Corporate Governance, Dodd-Frank, Banking Law, Structured Finance, Corporate Law, Derivatives, Joint Ventures, Due Diligence, Alternative Investments, AML, Arbitration, Mergers & Acquisitions, Financial Services, Investment Banking, Equities, Securities Litigation, Wealth Management, Cross-border..., Series 7, Licensing, Private Placements

Education
Princeton University   1976 — 1979
MPA, Development

Columbia Law School   1975 — 1979
JD, Law

Yale University   1971 — 1975
B.A., Political Science and Latin American Studies

Colegio San Ignacio   1967 — 1971

David Shin David Shin Greater New York City Area Details
David Shin's Merrill Lynch Experience 1996 - 2002
Job Investment Management
Industry Investment Management
Experience
Perella Weinberg Partners  July 2011 - Present
Bentley Associates  2010 - July 2011
Deutsche Bank Securities  2005 - 2008
Citigroup  2004 - 2005
William Street Advisors   2002 - 2004
Merrill Lynch   1996 - 2002
Dean Witter  1995 - 1996

Education
Columbia Law School   1992 — 1995
JD

University of Pennsylvania - The Wharton School   1986 — 1990
BS Econ, Finance, Accounting

Yining Sun Yining Sun Greater New York City Area Details
Yining Sun's Merrill Lynch Experience December 2007 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Yonge Capital   July 2009 - Present
Merrill Lynch   December 2007 - May 2008
Morgan Stanley  September 2006 - November 2006
China International Capital Corporation Limited (CICC)   July 2006 - July 2006

Education
Columbia Engineering   2007 — 2009
Financial Engineering

Columbia University in the City of New York   2007 — 2009
Master, Financial Engineering

Lisha Zhou Lisha Zhou Greater New York City Area Details
Lisha Zhou's Merrill Lynch Experience July 2012 - December 2014
Job Risk Quant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  December 2014 - Present
Merrill Lynch   July 2012 - December 2014
State Street  July 2010 - July 2012
PIRA Energy Group  March 2010 - May 2010
QuantHouse   June 2009 - September 2009
SUNY-Stony Brook University  August 2006 - August 2008

Skills
Quantitative Analytics, Derivatives, Fixed Income, Bloomberg, Finance, Financial Modeling, R, VBA, Financial Services, Quantitative Finance, Equities, Data Mining, SAS, Data Analysis, Research, Statistics, Analytics, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation

Education
Columbia Engineering   2008 — 2010
M.S., Operations Research

SUNY-Stony Brook University   2006 — 2008
M.S., Geosciences

Jilin University   2001 — 2006
B.S, Geographical Information System

Seung-jae Bang Seung-jae Bang Greater New York City Area Details
Seung-jae Bang's Merrill Lynch Experience June 2007 - August 2007
Job Market Risk Modeling at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
Goldman Sachs  April 2010 - July 2014
Prudential Financial  September 2009 - December 2009
Merrill Lynch   June 2007 - August 2007

Skills
Bloomberg, Fixed Income, Financial Modeling, Quantitative Analytics, Asset Allocation, Portfolio Management, Financial Engineering, VBA, C++, R

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2009
Master of Science (MS), Financial Engineering

Cornell University   2004 — 2008
B.S., Electrical Engineering

Regina I. Angeles Regina I. Angeles Greater New York City Area Details
Regina I. Angeles's Merrill Lynch Experience 2000 - 2008
Job Human Resources
Industry Financial Services
Experience
The Guardian Life Insurance Company of America  November 2010 - Present
UBS Wealth Management  March 2010 - November 2010
The Bank of New York Mellon  2008 - 2009
Merrill Lynch   2000 - 2008
Goldman Sachs  1998 - 2000

Skills
Program Management, Project Management, Business Analysis, Relationship Management, Succession Planning, Visio, SDLC, Management, Vendor Management

Education
Columbia College Chicago
Bachelor of Arts (B.A.), Marketing Communications

University of the Philippines
Communications

T. Nicolas Steinbach T. Nicolas Steinbach Irvine, California Details
T. Nicolas Steinbach's Merrill Lynch Experience 1997 - 2007
Job Portfolio Manager at Rimrock Capital Management, LLC.
Industry Financial Services
Experience
BlackRock  April 2009 - July 2013
BNP Paribas  March 2007 - April 2009
Merrill Lynch   1997 - 2007
Allegheny Energy Global Markets (Merrill Lynch Divestiture)   March 2001 - March 2003
BlackRock  June 1995 - October 1997

Skills
Derivatives, Valuation, Options, Portfolio Management, Structured Finance, Investments, Financial Risk, Trading, Bonds, Strategy, Interest Rate..., Asset Allocation, Structured Products, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Investment Strategies, Equities, Alternative Investments, Credit, Equity Derivatives

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1993 — 1995
M.E., Electrical Engineering

State University of New York at Stony Brook   1989 — 1993
B.E., Electrical Engineering, Cum Laude

Cheronda Albury Cheronda Albury Washington D.C. Metro Area Details
Cheronda Albury's Merrill Lynch Experience August 2010 - Present
Job Broker Dealer Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present
FTI Consulting  February 2007 - March 2010
Citigroup  April 2006 - January 2007
UBS  March 2004 - March 2006
Morgan Stanley  2002 - 2003
Sanford C. Bernstein  February 1993 - February 2002

Education
Columbia Union College   1999 — 2001
Business Administration

Virginia State University   1989 — 1992
Business Administration

Julian Glyck Julian Glyck Greater New York City Area Details
Julian Glyck's Merrill Lynch Experience January 1995 - December 2008
Job Sage X3 Technical Consultant at SWK Technologies
Industry Information Technology and Services
Experience
Software Builders Inc   Sage X3 Technical ConsultantSWK TechnologiesDecember 2013 - Present
Bank of America  January 2009 - Present
Merrill Lynch   January 1995 - December 2008

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Industrial Engineering and Operations Research

Kevin Ngai Kevin Ngai Greater Los Angeles Area Details
Kevin Ngai's Merrill Lynch Experience June 2012 - August 2012
Job Student at University of Southern California
Industry Law Practice
Experience
Merrill Lynch   June 2012 - August 2012

Skills
Microsoft Office (Word,..., Computer programming in..., Some experience with..., Conversational...

Education
Columbia Law School   2015 — 2018
Doctor of Law (J.D.)

University of Southern California   2011 — 2015
Political Science, Economics

University High School

University High School

Joseph Golding-Ochsner Joseph Golding-Ochsner Rye, New York Details
Joseph Golding-Ochsner's Merrill Lynch Experience July 2011 - September 2011
Job Student at Columbia University Law School
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP   May 2014 - August 2014
OXFORD UNION   October 2009 - June 2012
Merrill Lynch   July 2011 - September 2011
HELEN KELLER INTERNATIONAL  July 2010 - September 2011

Skills
Economics, Public Speaking, Strategic Communications, Research, Political Campaigns, Public Policy, International Relations, Policy Analysis

Education
Columbia Law School   2012 — 2015
Doctor of Law (J.D.), Law

University of Oxford   2009 — 2012

UNIVERSITY OF OXFORD, TRINITY COLLEGE
B.A, Philosophy, Politics and Economics

COLUMBIA LAW SCHOOL
J.D

Adnan Zaman Adnan Zaman Malibu, California Details
Adnan Zaman's Merrill Lynch Experience 2002 - 2010
Job Seeking Angel Investment Opportunities
Industry Venture Capital & Private Equity
Experience
Venture Capital & Private Equity   2010 - Present
Merrill Lynch   2002 - 2010
Bloomberg  2001 - 2001

Skills
Investment Banking, Mergers, Acquisition Integration, Venture Capital, Private Equity, International Business, International Trade, International...

Education
Columbia University - Columbia Business School   1998 — 2002
Bachelors Degree

Crespi Carmelite   1994 — 1998

Harrel Conner Harrel Conner Washington D.C. Metro Area Details
Harrel Conner's Merrill Lynch Experience June 2001 - August 2001
Job Attorney
Industry Legal Services
Experience
Independent Attorney  2009 - Present
Covington & Burling  2008 - 2009
U.S. House of Representatives   2007 - 2008
Bracewell & Giuliani LLP  2005 - 2007
Bracewell & Giuliani LLP  June 2004 - August 2004
Brooklyn Legal Services Corp. A  May 2003 - August 2003
Sullivan & Cromwell LLP  June 2002 - August 2002
Merrill Lynch   June 2001 - August 2001

Skills
Legal Research, Public Speaking, Mergers, Real Estate, Appeals, Litigation, Teaching, Legal Writing, Licensing, Commercial Litigation, Due Diligence, Litigation Support, Civil Litigation, Corporate Law, Research, Contract Negotiation, Arbitration, Mediation, Intellectual Property, International Law, Criminal Defense, Document Review, Public Policy, Courts, Class Actions, Legal Advice, Mergers & Acquisitions, Legal Assistance, White Collar Criminal..., Competition Law, Employment Law, Corporate Governance, Dispute Resolution, Criminal Law, Estate Planning, Patents, Trials, Westlaw

Education
Columbia University School of Law   2002 — 2005
Doctor of Law (JD)

Harvard University   1998 — 2002
Artium Baccalaureus, African American Studies, Cum Laude

Benjamin Kastner Benjamin Kastner Greater New York City Area Details
Benjamin Kastner's Merrill Lynch Experience July 2011 - August 2011
Job Summer Associate at Milbank, Tweed, Hadley & McCloy LLP
Industry Law Practice
Experience
Milbank, Tweed, Hadley & McCloy LLP   May 2015 - Present
U.S. Securities and Exchange Commission   January 2015 - April 2015
United States District Court  May 2014 - July 2014
Merrill Lynch   July 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Microsoft Excel

Education
Columbia Law School   2013 — 2016
Juris Doctor (J.D.)

University of Maryland College Park   2008 — 2012
Bachelor of Science (BS), Finance, General

Motoki Saito Motoki Saito New York, New York Details
Motoki Saito's Merrill Lynch Experience September 2011 - July 2012
Job Associate at Nagashima Ohno & Tsunematsu
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP  September 2013 - Present
Nagashima Ohno & Tsunematsu  September 2007 - Present
Merrill Lynch   September 2011 - July 2012

Skills
Corporate Law, Legal Advice, Legal Writing, Corporate Governance, Legal Assistance, Corporate Finance, Mergers & Acquisitions

Education
Columbia University School of Law   2012 — 2013
Master of Laws (LLM), Law

The University of Tokyo   2002 — 2006
Bachelor of Laws, Law

TASIS England   1998 — 2000

Chaim Miller Chaim Miller Brooklyn, New York Details
Chaim Miller's Merrill Lynch Experience March 2006 - June 2009
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2009 - Present
Merrill Lynch   March 2006 - June 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates   August 2003 - March 2006

Education
Columbia Law School

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