Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Janak Melvani Janak Melvani's Merrill Lynch Experience 2005 - 2011
Job Vice President, High Yield Sales and Trading
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
Federal Reserve Bank of New York July 2013 - January 2015
Deutsche Bank June 2012 - August 2012
Merrill Lynch 2005 - 2011
Spike Trading 2004 - 2005
Skills
Equities, Fixed Income, Capital Markets, Investments, Financial Modeling, Swaps, Bloomberg, Trading
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Chicago 2003 — 2004
Master of Arts (M.A.), Humanities/Humanistic Studies, 3.8
Vanderbilt University
Bachelor of Arts (B.A.), English Literature, 3.7
SunTrust Robinson Humphrey January 2015 - Present
Federal Reserve Bank of New York July 2013 - January 2015
Deutsche Bank June 2012 - August 2012
Merrill Lynch 2005 - 2011
Spike Trading 2004 - 2005
Skills
Equities, Fixed Income, Capital Markets, Investments, Financial Modeling, Swaps, Bloomberg, Trading
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Chicago 2003 — 2004
Master of Arts (M.A.), Humanities/Humanistic Studies, 3.8
Vanderbilt University
Bachelor of Arts (B.A.), English Literature, 3.7
Alex Daberko Alex Daberko's Merrill Lynch Experience June 2005 - December 2007
Job Vice President at Starwood Energy Group
Industry Investment Management
Experience
Starwood Energy Group December 2007 - Present
Merrill Lynch June 2005 - December 2007
Skills
Alternative Investments, Private Equity, Energy, Derivatives, Mergers & Acquisitions, Financial Structuring
Education
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Economics and Mathematics
Columbia Business School 2012 — 2014
EMBA
Starwood Energy Group December 2007 - Present
Merrill Lynch June 2005 - December 2007
Skills
Alternative Investments, Private Equity, Energy, Derivatives, Mergers & Acquisitions, Financial Structuring
Education
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Economics and Mathematics
Columbia Business School 2012 — 2014
EMBA
Al Garcia Al Garcia's Merrill Lynch Experience June 2003 - February 2006
Job Senior LPG/LNG Marketer at EDF Trading
Industry Oil & Energy
Experience
EDF Trading April 2015 - Present
C4U Trade USA, Inc. December 2013 - March 2015
Independent energy consulting April 2011 - September 2013
Columbia Business School / London Business School May 2009 - July 2011
Direct Energy August 2006 - March 2010
Merrill Lynch June 2003 - February 2006
EP ENERGY June 2001 - February 2003
Enron Europe Ltd June 1998 - May 2001
Enron January 1997 - May 1998
Skills
Energy, Trading, Commodities, Natural Gas, Gas, Macroeconomics, Multilingual, Global Business..., Strategic Analysis, Commodity, Analysis, Management, Energy Markets, Hedging, Derivatives, Finance, Strategy, Business Development, CRM, Market Analysis, Electricity Markets, Competitive Analysis, Financial Modeling, Valuation, Forecasting, Asset Management, Leadership, Risk Management, New Business Development, Commodity Markets
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, EMBA-Global Executive MBA for international professionals
London Business School 2009 — 2011
MBA, EMBA-Global Executive MBA
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1995
BBA, Finance
EDF Trading April 2015 - Present
C4U Trade USA, Inc. December 2013 - March 2015
Independent energy consulting April 2011 - September 2013
Columbia Business School / London Business School May 2009 - July 2011
Direct Energy August 2006 - March 2010
Merrill Lynch June 2003 - February 2006
EP ENERGY June 2001 - February 2003
Enron Europe Ltd June 1998 - May 2001
Enron January 1997 - May 1998
Skills
Energy, Trading, Commodities, Natural Gas, Gas, Macroeconomics, Multilingual, Global Business..., Strategic Analysis, Commodity, Analysis, Management, Energy Markets, Hedging, Derivatives, Finance, Strategy, Business Development, CRM, Market Analysis, Electricity Markets, Competitive Analysis, Financial Modeling, Valuation, Forecasting, Asset Management, Leadership, Risk Management, New Business Development, Commodity Markets
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, EMBA-Global Executive MBA for international professionals
London Business School 2009 — 2011
MBA, EMBA-Global Executive MBA
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1995
BBA, Finance
Oliver Pennington Oliver Pennington's Merrill Lynch Experience 2007 - 2009
Job Finance Executive
Industry Financial Services
Experience
Morgan Stanley 2009 - May 2015
Merrill Lynch 2007 - 2009
Calibre Energy 2005 - 2007
Sthenos Capital, Ltd. 2003 - 2005
Kingdon Capital 1996 - 2002
AIM Management 1994 - 1996
Skills
Equities, Capital Markets, Trading, Business Strategy, Fixed Income, Investments, Financial Analysis, Finance, Portfolio Management, Hedge Funds, Derivatives, Sales, Entrepreneurship, Corporate Finance, Financial Modeling, Energy Industry, Private Placements, Valuation, Emerging Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Vanderbilt University 1990 — 1994
Bachelor's Degree, History and German
Morgan Stanley 2009 - May 2015
Merrill Lynch 2007 - 2009
Calibre Energy 2005 - 2007
Sthenos Capital, Ltd. 2003 - 2005
Kingdon Capital 1996 - 2002
AIM Management 1994 - 1996
Skills
Equities, Capital Markets, Trading, Business Strategy, Fixed Income, Investments, Financial Analysis, Finance, Portfolio Management, Hedge Funds, Derivatives, Sales, Entrepreneurship, Corporate Finance, Financial Modeling, Energy Industry, Private Placements, Valuation, Emerging Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Vanderbilt University 1990 — 1994
Bachelor's Degree, History and German
Caleb Kelly, CFA Caleb Kelly, CFA's Merrill Lynch Experience July 2006 - August 2008
Job
Industry Investment Management
Experience
Owl Creek Asset Management June 2013 - Present
Tiedemann Investment/Wealth Management June 2012 - August 2012
Trafelet & Company June 2011 - August 2011
Bank of America Merrill Lynch January 2010 - May 2011
Bank of America Merrill Lynch August 2008 - January 2010
Merrill Lynch July 2006 - August 2008
Skills
Business Strategy, Investments, Valuation, Trading, Portfolio Management, Hedge Funds
Education
Columbia Business School 2011 — 2013
MBA
Harvard College 2002 — 2006
AB
Charlotte Country Day
Owl Creek Asset Management June 2013 - Present
Tiedemann Investment/Wealth Management June 2012 - August 2012
Trafelet & Company June 2011 - August 2011
Bank of America Merrill Lynch January 2010 - May 2011
Bank of America Merrill Lynch August 2008 - January 2010
Merrill Lynch July 2006 - August 2008
Skills
Business Strategy, Investments, Valuation, Trading, Portfolio Management, Hedge Funds
Education
Columbia Business School 2011 — 2013
MBA
Harvard College 2002 — 2006
AB
Charlotte Country Day
Matthew Cooper Matthew Cooper's Merrill Lynch Experience May 1999 - August 1999
Job CEO and Founder at Carmenta Bioscience
Industry Biotechnology
Experience
Carmenta Bioscience February 2012 - Present
Preeclampsia Foundation March 2014 - Present
Stanford University School of Medicine 2011 - Present
UCSF August 2013 - Present
Syapse Inc. February 2010 - February 2012
Hoffmann-La Roche January 2009 - April 2010
Roche Palo Alto February 2006 - January 2009
Biogen Idec February 2004 - February 2006
Biogen February 2001 - February 2004
Merrill Lynch May 1999 - August 1999
Skills
Entrepreneurship, Business Strategy, Biotechnology, Bioinformatics, Toxicology, Drug Discovery, Drug Development, Drug Testing, Corporate Management, Biomarker Discovery, Biomarkers, Diagnostics, Healthcare IT, Thought Leadership, Genomics, Healthcare Information..., IND, Pharmaceutical Industry, Management, Clinical Development, GCP, Biopharmaceuticals, Pharmacology, Immunology, Oncology, Neuroscience, Clinical Trials, R&D, Lifesciences, Cancer, CRO, Translational Research, Biochemistry, Assay Development, Protein Chemistry, Commercialization, Molecular Diagnostics, Science, Computational Biology, Cell Biology, High Throughput..., Molecular Biology, Technology Transfer, Chemistry, Genetics, Infectious Diseases, Cell Culture, Life Sciences
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Entrepreneurship
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Entrepreneurship
University of Kentucky College of Medicine 1995 — 2000
Ph.D., Toxicology
University of Tulsa 1990 — 1995
B.S., Chemistry (College of Engineering)
Carmenta Bioscience February 2012 - Present
Preeclampsia Foundation March 2014 - Present
Stanford University School of Medicine 2011 - Present
UCSF August 2013 - Present
Syapse Inc. February 2010 - February 2012
Hoffmann-La Roche January 2009 - April 2010
Roche Palo Alto February 2006 - January 2009
Biogen Idec February 2004 - February 2006
Biogen February 2001 - February 2004
Merrill Lynch May 1999 - August 1999
Skills
Entrepreneurship, Business Strategy, Biotechnology, Bioinformatics, Toxicology, Drug Discovery, Drug Development, Drug Testing, Corporate Management, Biomarker Discovery, Biomarkers, Diagnostics, Healthcare IT, Thought Leadership, Genomics, Healthcare Information..., IND, Pharmaceutical Industry, Management, Clinical Development, GCP, Biopharmaceuticals, Pharmacology, Immunology, Oncology, Neuroscience, Clinical Trials, R&D, Lifesciences, Cancer, CRO, Translational Research, Biochemistry, Assay Development, Protein Chemistry, Commercialization, Molecular Diagnostics, Science, Computational Biology, Cell Biology, High Throughput..., Molecular Biology, Technology Transfer, Chemistry, Genetics, Infectious Diseases, Cell Culture, Life Sciences
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Entrepreneurship
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Entrepreneurship
University of Kentucky College of Medicine 1995 — 2000
Ph.D., Toxicology
University of Tulsa 1990 — 1995
B.S., Chemistry (College of Engineering)
Gyorgy L Buslig Gyorgy L Buslig's Merrill Lynch Experience January 2007 - May 2007
Job Founder & CEO at IncepTech Ltd
Industry Management Consulting
Experience
IncepTech Ltd June 2014 - Present
McKinsey & Company August 2012 - June 2014
Columbia University April 2011 - May 2012
McKinsey & Company 2008 - 2011
Roland Berger Strategy Consultants 2007 - 2008
Merrill Lynch January 2007 - May 2007
BNP Paribas February 2006 - July 2006
Citi June 2005 - September 2005
Skills
Corporate Finance, Enterprise Valuation, Business Strategy, Financial Modeling, Capital Markets, Investments, Valuation, Banking, Financial Analysis, Risk Management, Start-ups, Finance, Strategy, Business Planning, Management Consulting, Mergers, Project Management, Business Development, Management, Strategic Planning, Entrepreneurship, Consulting
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Finance and Entrepreneurship
Corvinus University of Budapest 2002 — 2008
MSc, Finance
USC Marshall School of Business 2006 — 2007
Business
IncepTech Ltd June 2014 - Present
McKinsey & Company August 2012 - June 2014
Columbia University April 2011 - May 2012
McKinsey & Company 2008 - 2011
Roland Berger Strategy Consultants 2007 - 2008
Merrill Lynch January 2007 - May 2007
BNP Paribas February 2006 - July 2006
Citi June 2005 - September 2005
Skills
Corporate Finance, Enterprise Valuation, Business Strategy, Financial Modeling, Capital Markets, Investments, Valuation, Banking, Financial Analysis, Risk Management, Start-ups, Finance, Strategy, Business Planning, Management Consulting, Mergers, Project Management, Business Development, Management, Strategic Planning, Entrepreneurship, Consulting
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Finance and Entrepreneurship
Corvinus University of Budapest 2002 — 2008
MSc, Finance
USC Marshall School of Business 2006 — 2007
Business
Robert Healy Robert Healy's Merrill Lynch Experience April 2005 - December 2008
Job Managing Director at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
Ellen Ellison, CFA Ellen Ellison, CFA's Merrill Lynch Experience August 1982 - January 1990
Job Chief Investment Officer at University of Illinois Foundation
Industry Investment Management
Experience
University of Illinois Foundation December 2012 - Present
University of Miami August 2006 - May 2012
JIK Investment Services Inc June 2005 - April 2006
Fiduciary Trust Co. International October 1992 - May 2005
Merrill Lynch August 1982 - January 1990
Smith Barney, Harris Upham & Co., Inc August 1981 - August 1982
Skills
Manager Due Dilligence, Asset Allocation, Marketable and..., Portfolio Management, Private Equity/Venture..., Real Assets, Frequent speaker at..., Portfolio construction, Fundraising, Due Diligence, Investments, Private Equity, Asset, Fixed Income, Equities, Investment Management, Corporate Finance, Hedge Funds, Mutual Funds, Finance, Venture Capital, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, International Finance and Business
Mount Holyoke College 1976 — 1981
AB, cum laude, French Literature and Theater
Clear Lake High School 1972 — 1976
High School Diploma with honors
University of Illinois Foundation December 2012 - Present
University of Miami August 2006 - May 2012
JIK Investment Services Inc June 2005 - April 2006
Fiduciary Trust Co. International October 1992 - May 2005
Merrill Lynch August 1982 - January 1990
Smith Barney, Harris Upham & Co., Inc August 1981 - August 1982
Skills
Manager Due Dilligence, Asset Allocation, Marketable and..., Portfolio Management, Private Equity/Venture..., Real Assets, Frequent speaker at..., Portfolio construction, Fundraising, Due Diligence, Investments, Private Equity, Asset, Fixed Income, Equities, Investment Management, Corporate Finance, Hedge Funds, Mutual Funds, Finance, Venture Capital, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, International Finance and Business
Mount Holyoke College 1976 — 1981
AB, cum laude, French Literature and Theater
Clear Lake High School 1972 — 1976
High School Diploma with honors
Daniel Richards Daniel Richards's Merrill Lynch Experience September 1990 - April 2000
Job Managing Director at Citigroup
Industry Investment Banking
Experience
Citi April 2000 - Present
Merrill Lynch September 1990 - April 2000
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance
Education
Columbia Business School 1988 — 1990
MBA, Finance and Accounting
Cornell University 1980 — 1984
BS, Engineering
Citi April 2000 - Present
Merrill Lynch September 1990 - April 2000
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance
Education
Columbia Business School 1988 — 1990
MBA, Finance and Accounting
Cornell University 1980 — 1984
BS, Engineering
Thomas Harris Thomas Harris's Merrill Lynch Experience July 2010 - October 2012
Job
Industry Investment Banking
Experience
Merrill Lynch July 2010 - October 2012
Noranda Aluminum June 2009 - July 2010
Merrill Lynch & Co. March 2006 - May 2009
TD Securities June 1997 - March 2006
Skills
Mergers, New Business Development, Financial Technology, Equity Capital Markets, Energy, Enterprise Software, Leveraged Finance, Series 7, Series 63, IPO, Valuation, Private Equity, Joint Ventures, Investment Banking, Investments, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Equities, Management, Capital Markets, Venture Capital, Investor Relations, Mergers & Acquisitions, Strategy, Competitive Analysis, Executive Management, Business Strategy, Bonds, LBO, High Yield, Corporate Development, Finance, Acquisitions, Business Development, Credit, Alternative Investments, Emerging Markets, Banking, Hedge Funds, Financial Structuring, Fixed Income, Financial Analysis, Financial Services, Leadership, Analysis, Start-ups, Strategic Planning
Education
Columbia Business School 2004 — 2005
MBA
NYU Stern School of Business 1994 — 1998
BS
Mount Whitney High School 1990 — 1994
HS Diploma
Merrill Lynch July 2010 - October 2012
Noranda Aluminum June 2009 - July 2010
Merrill Lynch & Co. March 2006 - May 2009
TD Securities June 1997 - March 2006
Skills
Mergers, New Business Development, Financial Technology, Equity Capital Markets, Energy, Enterprise Software, Leveraged Finance, Series 7, Series 63, IPO, Valuation, Private Equity, Joint Ventures, Investment Banking, Investments, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Equities, Management, Capital Markets, Venture Capital, Investor Relations, Mergers & Acquisitions, Strategy, Competitive Analysis, Executive Management, Business Strategy, Bonds, LBO, High Yield, Corporate Development, Finance, Acquisitions, Business Development, Credit, Alternative Investments, Emerging Markets, Banking, Hedge Funds, Financial Structuring, Fixed Income, Financial Analysis, Financial Services, Leadership, Analysis, Start-ups, Strategic Planning
Education
Columbia Business School 2004 — 2005
MBA
NYU Stern School of Business 1994 — 1998
BS
Mount Whitney High School 1990 — 1994
HS Diploma
John Barbo John Barbo's Merrill Lynch Experience October 1994 - March 2007
Job Head of Global Bank Platforms at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC May 2012 - Present
Apollo Global Management LLC 2012 - 2012
Man 2009 - 2012
Morgan Stanley Smith Barney March 2007 - July 2009
Merrill Lynch October 1994 - March 2007
Skills
Sales Management, Product Development, Strategic Sales, Development of..., Alternative Investments, Series 7
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Apollo Global Management LLC May 2012 - Present
Apollo Global Management LLC 2012 - 2012
Man 2009 - 2012
Morgan Stanley Smith Barney March 2007 - July 2009
Merrill Lynch October 1994 - March 2007
Skills
Sales Management, Product Development, Strategic Sales, Development of..., Alternative Investments, Series 7
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Anojja Shah Anojja Shah's Merrill Lynch Experience 1998 - 2000
Job Equity Research, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Ed Simpson Ed Simpson's Merrill Lynch Experience August 1994 - November 2002
Job Procure to Pay and Business Development Specialist
Industry Banking
Experience
Bank of America Merrill Lynch February 2012 - Present
Citibank May 2008 - December 2011
JPMorgan Chase April 2003 - April 2008
Merrill Lynch August 1994 - November 2002
Skills
New Business Development, Marketing Strategy, Direct Sales, Sales Support, Strategy Development, Product Management, Supply Chain Management, Account Management, Banking, Business Development, Business Strategy, Leadership, Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance, Management
Dartmouth College
BS, French
Bank of America Merrill Lynch February 2012 - Present
Citibank May 2008 - December 2011
JPMorgan Chase April 2003 - April 2008
Merrill Lynch August 1994 - November 2002
Skills
New Business Development, Marketing Strategy, Direct Sales, Sales Support, Strategy Development, Product Management, Supply Chain Management, Account Management, Banking, Business Development, Business Strategy, Leadership, Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance, Management
Dartmouth College
BS, French
Jay Harwitt Jay Harwitt's Merrill Lynch Experience November 1986 - June 1990
Job Tutor at Valley Beth Shalom
Industry Religious Institutions
Experience
Surf City Synagogue 2013 - Present
Sinai Temple November 2012 - Present
Los Angeles Unified School District February 2008 - Present
Valley Beth Shalom October 2004 - Present
Beth Shalom of Whittier June 1998 - November 2011
Cantors Assembly 2007 - 2011
Protective Life Insurance Company October 1996 - September 2004
Temple Menorah July 1993 - August 1996
Merrill Lynch November 1986 - June 1990
New Jersey March 1985 - October 1986
Skills
Insurance, Portfolio Management, Forecasting, Compliance, Data Analysis, Economic Modeling, Commodity Risk..., Research, Fundraising, Economics, Strategic Planning, Torah Reading, Chazzanut, Teaching, Piano, Guitar, Saxophone, Bassoon, Sight Reading, Choral, Music
Education
Columbia Business School 1973 — 1975
MBA, Finance
Yale College 1969 — 1973
BA cum laude, Economics
Surf City Synagogue 2013 - Present
Sinai Temple November 2012 - Present
Los Angeles Unified School District February 2008 - Present
Valley Beth Shalom October 2004 - Present
Beth Shalom of Whittier June 1998 - November 2011
Cantors Assembly 2007 - 2011
Protective Life Insurance Company October 1996 - September 2004
Temple Menorah July 1993 - August 1996
Merrill Lynch November 1986 - June 1990
New Jersey March 1985 - October 1986
Skills
Insurance, Portfolio Management, Forecasting, Compliance, Data Analysis, Economic Modeling, Commodity Risk..., Research, Fundraising, Economics, Strategic Planning, Torah Reading, Chazzanut, Teaching, Piano, Guitar, Saxophone, Bassoon, Sight Reading, Choral, Music
Education
Columbia Business School 1973 — 1975
MBA, Finance
Yale College 1969 — 1973
BA cum laude, Economics
Gary Rotenberg Gary Rotenberg's Merrill Lynch Experience 2007 - 2009
Job President at Redmont Advisors, Inc.
Industry Financial Services
Experience
Redmont Advisors, Inc. 2000 - Present
Merrill Lynch 2007 - 2009
NatWest 1993 - 1995
Smith Barney, Harris Upham & Co., Inc. 1985 - 1993
Cralin & Co., Inc. 1983 - 1985
Skills
Alternative Investments, Financial Advisory, Private Placements, Investment Advisory, Investment Strategies, Private Equity, Debt, Venture Capital, Equities, Valuation, Investment Banking, Securities, Capital Markets, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Cambridge, Selwyn College
Ancient Empires, concentration in Egypt
Columbia Business School 1980 — 1982
MBA, Management of Organizations
Hofstra University School of Law
JD
Columbia College
BA
Redmont Advisors, Inc. 2000 - Present
Merrill Lynch 2007 - 2009
NatWest 1993 - 1995
Smith Barney, Harris Upham & Co., Inc. 1985 - 1993
Cralin & Co., Inc. 1983 - 1985
Skills
Alternative Investments, Financial Advisory, Private Placements, Investment Advisory, Investment Strategies, Private Equity, Debt, Venture Capital, Equities, Valuation, Investment Banking, Securities, Capital Markets, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Cambridge, Selwyn College
Ancient Empires, concentration in Egypt
Columbia Business School 1980 — 1982
MBA, Management of Organizations
Hofstra University School of Law
JD
Columbia College
BA
Daniel Braz Daniel Braz's Merrill Lynch Experience August 1999 - July 2000
Job Global Head of Industrials Investment Banking at INTL FCStone Financial Inc.
Industry Investment Banking
Experience
INTL FCStone Financial Inc. April 2014 - Present
The Twelfth Man August 2007 - Present
Fredericks Michael & Co. March 2008 - April 2014
db consulting llc 2007 - 2008
WELLSPACE November 2004 - November 2007
Continuum Health Partners September 2003 - May 2005
Phoenix House July 2002 - August 2003
CrossBow Ventures, Inc. September 2000 - August 2001
Merrill Lynch August 1999 - July 2000
Fredericks Michael & Co. August 1997 - August 1999
Skills
Divestitures, Acquisitions, Mergers, Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Valuation, Venture Capital, Investment Banking, Acquisition Integration, Business Strategy, Corporate Development, Emerging Markets, M&A experience, Strategic Planning, Restructuring, Investor Relations, Finance, Mergers & Acquisitions, Cross-border M&A, M&A execution, Strategic M&A, Distressed M&A, Brazilian Portuguese, M&A Advisory Services, Private Placements, Joint Ventures, Investments, Business Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
New York University 1997 — 1997
Haverford College 1989 — 1993
BS
Horace Greeley High School 1985 — 1989
High School Diploma
Escola Americana 1976 — 1979
INTL FCStone Financial Inc. April 2014 - Present
The Twelfth Man August 2007 - Present
Fredericks Michael & Co. March 2008 - April 2014
db consulting llc 2007 - 2008
WELLSPACE November 2004 - November 2007
Continuum Health Partners September 2003 - May 2005
Phoenix House July 2002 - August 2003
CrossBow Ventures, Inc. September 2000 - August 2001
Merrill Lynch August 1999 - July 2000
Fredericks Michael & Co. August 1997 - August 1999
Skills
Divestitures, Acquisitions, Mergers, Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Valuation, Venture Capital, Investment Banking, Acquisition Integration, Business Strategy, Corporate Development, Emerging Markets, M&A experience, Strategic Planning, Restructuring, Investor Relations, Finance, Mergers & Acquisitions, Cross-border M&A, M&A execution, Strategic M&A, Distressed M&A, Brazilian Portuguese, M&A Advisory Services, Private Placements, Joint Ventures, Investments, Business Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
New York University 1997 — 1997
Haverford College 1989 — 1993
BS
Horace Greeley High School 1985 — 1989
High School Diploma
Escola Americana 1976 — 1979
Jerry Rosenthal Jerry Rosenthal's Merrill Lynch Experience April 1999 - December 2000
Job Member of Deans Leadership Council at University of California, Davis School of Veterinary Medicine
Industry Financial Services
Experience
University of California, Davis School of Veterinary Medicine January 2014 - Present
Monmouth County SPCA January 2012 - Present
University of Pennsylvania School of Veterinary Medicine April 2006 - Present
Monmouth County SPCA April 2008 - January 2012
ANJOCI LLC May 2005 - December 2011
Equity One September 2003 - May 2005
SEI Investments July 2001 - January 2003
Merrill Lynch April 1999 - December 2000
Merrill Lynch April 1996 - April 1999
Merrill Lynch April 1988 - April 1996
Skills
Investments, Marketing, Animal Rights, Portfolio Management, Finance, Management, Financial Services, Credit, Financial Modeling, Loans, Alternative Investments, Securities, Strategic Planning, Asset Management, Public Speaking, Strategic Financial..., Nonprofits, Banking, Team Building, Financial Analysis, Program Management, Business Strategy, Equities, Mutual Funds, Operations Management, Series 7, Asset Managment, Risk Management, Cash Management, Wealth Management, Real Estate, Financial Advisory, Fundraising
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Haverford College 1973 — 1977
BA, history
Webb School 1969 — 1973
Diploma
Town School 1961 — 1969
Diploma
University of California, Davis School of Veterinary Medicine January 2014 - Present
Monmouth County SPCA January 2012 - Present
University of Pennsylvania School of Veterinary Medicine April 2006 - Present
Monmouth County SPCA April 2008 - January 2012
ANJOCI LLC May 2005 - December 2011
Equity One September 2003 - May 2005
SEI Investments July 2001 - January 2003
Merrill Lynch April 1999 - December 2000
Merrill Lynch April 1996 - April 1999
Merrill Lynch April 1988 - April 1996
Skills
Investments, Marketing, Animal Rights, Portfolio Management, Finance, Management, Financial Services, Credit, Financial Modeling, Loans, Alternative Investments, Securities, Strategic Planning, Asset Management, Public Speaking, Strategic Financial..., Nonprofits, Banking, Team Building, Financial Analysis, Program Management, Business Strategy, Equities, Mutual Funds, Operations Management, Series 7, Asset Managment, Risk Management, Cash Management, Wealth Management, Real Estate, Financial Advisory, Fundraising
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Haverford College 1973 — 1977
BA, history
Webb School 1969 — 1973
Diploma
Town School 1961 — 1969
Diploma
Andrew Berens, MD, MBA Andrew Berens, MD, MBA's Merrill Lynch Experience May 2007 - April 2009
Job Senior Biotechnology Analyst, Senior Vice President at FBR Capital Markets
Industry Pharmaceuticals
Experience
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
Dominic Malleo Dominic Malleo's Merrill Lynch Experience 2006 - 2013
Job Director, Senior Credit Products Officer at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Carl Rydin's Merrill Lynch Experience 2007 - 2007
Job Investment Analyst at Lucerne Capital
Industry Investment Management
Experience
Lucerne Capital Management, LP 2015 - Present
Fredericks Michael & Co. 2010 - 2015
Glass, Lewis & Co. 2009 - 2010
Constellation Wealth Advisors 2009 - 2009
Kaupthing Bank 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Capital Raising, LBO, Cross-border..., Pan European, Mergers & Acquisitions, Fundamental Analysis, Financial Analysis, Equities, Equity Research, Portfolio Management, Microsoft Excel, Investments, Bloomberg, Long/Short Equity, Financial Modeling, Risk Arbitrage, Corporate Finance, Value Investing, Private Equity, Due Diligence, Investment Management, Stock Picking, DCF Valuation, Asset Management, Valuation, PowerPoint, Finance, Microsoft Office
Education
Columbia University - Columbia Business School
Value Investing, Driving Strategic Impact
Dowling College
BBA, Finance
Lucerne Capital Management, LP 2015 - Present
Fredericks Michael & Co. 2010 - 2015
Glass, Lewis & Co. 2009 - 2010
Constellation Wealth Advisors 2009 - 2009
Kaupthing Bank 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Capital Raising, LBO, Cross-border..., Pan European, Mergers & Acquisitions, Fundamental Analysis, Financial Analysis, Equities, Equity Research, Portfolio Management, Microsoft Excel, Investments, Bloomberg, Long/Short Equity, Financial Modeling, Risk Arbitrage, Corporate Finance, Value Investing, Private Equity, Due Diligence, Investment Management, Stock Picking, DCF Valuation, Asset Management, Valuation, PowerPoint, Finance, Microsoft Office
Education
Columbia University - Columbia Business School
Value Investing, Driving Strategic Impact
Dowling College
BBA, Finance
Eric Lindenbaum Eric Lindenbaum's Merrill Lynch Experience 1995 - 2004
Job Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2004 - Present
Merrill Lynch 1995 - 2004
Education
Columbia Business School 1992 — 1995
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1995
MIA, Economics
The Johns Hopkins University 1985 — 1989
BA, International Studies
Invesco Ltd. 2004 - Present
Merrill Lynch 1995 - 2004
Education
Columbia Business School 1992 — 1995
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1995
MIA, Economics
The Johns Hopkins University 1985 — 1989
BA, International Studies
Sayan Basu Sayan Basu's Merrill Lynch Experience July 2010 - Present
Job Local Currency Trading Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Cisco Systems May 2009 - August 2009
Cisco Systems May 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2006 — 2010
Computer Science, Computer Networking, Mathematics Theory
Merrill Lynch July 2010 - Present
Cisco Systems May 2009 - August 2009
Cisco Systems May 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2006 — 2010
Computer Science, Computer Networking, Mathematics Theory
Hila Moyal Hila Moyal's Merrill Lynch Experience June 2005 - September 2005
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Amdocs September 2009 - May 2011
Deutsche Bank September 2007 - July 2009
ING DIRECT June 2006 - September 2006
Merrill Lynch June 2005 - September 2005
Education
Columbia Business School 2011 — 2013
MBA
University of California, San Diego 2003 — 2007
Bachelor's degree, Mathematics & Economics
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Amdocs September 2009 - May 2011
Deutsche Bank September 2007 - July 2009
ING DIRECT June 2006 - September 2006
Merrill Lynch June 2005 - September 2005
Education
Columbia Business School 2011 — 2013
MBA
University of California, San Diego 2003 — 2007
Bachelor's degree, Mathematics & Economics
Borja Olaso's Merrill Lynch Experience August 2012 - Present
Job Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch August 2012 - Present
E+Co July 2012 - August 2012
Columbia Business School July 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Freshfields Bruckhaus Deringer September 2006 - July 2010
Skills
Private Equity, Corporate Finance, Due Diligence, Mergers, Capital Markets, Financial Modeling, Valuation, Venture Capital, Investment Banking, Project Finance, Restructuring, M&A experience, Structured Finance, Emerging Markets, Business Strategy, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Université catholique de Louvain 2005 — 2006
Universidad Pontificia Comillas 2001 — 2006
Combined JD and Business Diploma, Law
Merrill Lynch August 2012 - Present
E+Co July 2012 - August 2012
Columbia Business School July 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Freshfields Bruckhaus Deringer September 2006 - July 2010
Skills
Private Equity, Corporate Finance, Due Diligence, Mergers, Capital Markets, Financial Modeling, Valuation, Venture Capital, Investment Banking, Project Finance, Restructuring, M&A experience, Structured Finance, Emerging Markets, Business Strategy, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Université catholique de Louvain 2005 — 2006
Universidad Pontificia Comillas 2001 — 2006
Combined JD and Business Diploma, Law
Dayna English Dayna English's Merrill Lynch Experience September 2005 - August 2008
Job Mathematics Teacher at the Urban Assembly School for Desgin and Construction
Industry Education Management
Experience
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Chris Yeagley Chris Yeagley's Merrill Lynch Experience August 1997 - May 2005
Job ExchangeTraded Product Development and Distribution
Industry Financial Services
Experience
UBS January 2009 - September 2015
Deutsche Bank May 2005 - December 2008
Merrill Lynch August 1997 - May 2005
Skills
Fixed Income, Derivatives, Structured Products, Investments, Equities, Structured Finance, Alternative Investments, Capital Markets, Emerging Markets, Equity Derivatives, Hedge Funds, Hedging, Investment Banking, Options, Bloomberg, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Vanderbilt University 1993 — 1997
Bachelor of Arts, Economics
UBS January 2009 - September 2015
Deutsche Bank May 2005 - December 2008
Merrill Lynch August 1997 - May 2005
Skills
Fixed Income, Derivatives, Structured Products, Investments, Equities, Structured Finance, Alternative Investments, Capital Markets, Emerging Markets, Equity Derivatives, Hedge Funds, Hedging, Investment Banking, Options, Bloomberg, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Vanderbilt University 1993 — 1997
Bachelor of Arts, Economics
Jesse Cohen Jesse Cohen's Merrill Lynch Experience July 1982 - October 1998
Job Gentleman(ly) Farmer
Industry Real Estate
Experience
Self employed July 2013 - Present
The Queen City Academy Charter School October 2009 - June 2013
Bergman Real Estate Group December 2006 - December 2008
Stratis Business Centers 2000 - 2006
Merrill Lynch July 1982 - October 1998
Skills
Due Diligence, Investments, Real Estate, Real Estate Development, Acquisitions, Charter Schools, Leases, Property Management, Portfolio Management, Risk Management, Bonds, Fixed Income, Real Estate Transactions, Asset Managment, Asset Management, Commercial Real Estate, Financial Risk, Marketing, Securities, Business Development, Real Estate Economics, Finance, Analysis, Financial Modeling, Valuation, Managerial Finance, Mergers & Acquisitions, Investor Relations, Financial Analysis, Brokerage, Accounting, Program Management, Capital Markets, Underwriting, Private Equity, Venture Capital, Corporate Finance, Disposition, Trading, Funding, Investment Banking, Real Estate Financing, Contract Negotiation, Investment Properties
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Cornell University 1975 — 1979
BA, Economics
Concord Academy 1973 — 1975
High School, Mathematics
Self employed July 2013 - Present
The Queen City Academy Charter School October 2009 - June 2013
Bergman Real Estate Group December 2006 - December 2008
Stratis Business Centers 2000 - 2006
Merrill Lynch July 1982 - October 1998
Skills
Due Diligence, Investments, Real Estate, Real Estate Development, Acquisitions, Charter Schools, Leases, Property Management, Portfolio Management, Risk Management, Bonds, Fixed Income, Real Estate Transactions, Asset Managment, Asset Management, Commercial Real Estate, Financial Risk, Marketing, Securities, Business Development, Real Estate Economics, Finance, Analysis, Financial Modeling, Valuation, Managerial Finance, Mergers & Acquisitions, Investor Relations, Financial Analysis, Brokerage, Accounting, Program Management, Capital Markets, Underwriting, Private Equity, Venture Capital, Corporate Finance, Disposition, Trading, Funding, Investment Banking, Real Estate Financing, Contract Negotiation, Investment Properties
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Cornell University 1975 — 1979
BA, Economics
Concord Academy 1973 — 1975
High School, Mathematics
Jill Harris Jill Harris's Merrill Lynch Experience 1987 - 1996
Job Tax Director, CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP January 2010 - Present
RSM McGladrey January 2009 - December 2009
Marujupu / Sulzberger Foundation January 2006 - December 2008
J.H. Cohn LLP 2003 - 2005
Primedia 1997 - 2003
Merrill Lynch 1987 - 1996
Ernst & Young 1981 - 1987
Skills
Mergers, Corporate Tax, Financial Analysis, Tax, Strategic Financial..., Due Diligence, Accounting, Internal Controls, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Modeling, Tax Returns
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
University of California, Santa Barbara 1971 — 1975
BA, political science
CohnReznick LLP January 2010 - Present
RSM McGladrey January 2009 - December 2009
Marujupu / Sulzberger Foundation January 2006 - December 2008
J.H. Cohn LLP 2003 - 2005
Primedia 1997 - 2003
Merrill Lynch 1987 - 1996
Ernst & Young 1981 - 1987
Skills
Mergers, Corporate Tax, Financial Analysis, Tax, Strategic Financial..., Due Diligence, Accounting, Internal Controls, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Modeling, Tax Returns
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
University of California, Santa Barbara 1971 — 1975
BA, political science
Rich Donovan Rich Donovan's Merrill Lynch Experience December 2005 - March 2008
Job CEO at The Return on Disability Group
Industry Research
Experience
eSSENTIAL Accessibility May 2015 - Present
The Return on Disability Group March 2008 - Present
Lime Connect Inc. March 2006 - Present
Merrill Lynch December 2005 - March 2008
Merrill Lynch January 2004 - December 2005
Merrill Lynch June 2001 - December 2003
Province of Ontario October 1998 - July 2000
Skills
Alternative Investments, Sustainability Metrics, ESG, Relationship Management, Start-ups, Strategic Thinking, Hedge Funds, Equities, Investor Relations, Financial Advisory, FX Options, Funding, Financial Structuring, Trading Systems, Proprietary Trading, Financial Services, Structured Products, ETFs, Trading Strategies, Corporate Development, Equity Trading, Electronic Trading, Fund Of Funds, Hedging, Quantitative Finance, Private Placements, Capital, Entrepreneurship, Social Entrepreneurship, Strategic Partnerships, Thought Leadership, Equity Valuation, IPO, Strategy, Restructuring, Executive Management, Investments, Leadership, Management, Trading, Risk Management, Portfolio Management, Strategic Planning, Analysis, Public Speaking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
York University - Schulich School of Business 1993 — 1998
BBA, Finance
eSSENTIAL Accessibility May 2015 - Present
The Return on Disability Group March 2008 - Present
Lime Connect Inc. March 2006 - Present
Merrill Lynch December 2005 - March 2008
Merrill Lynch January 2004 - December 2005
Merrill Lynch June 2001 - December 2003
Province of Ontario October 1998 - July 2000
Skills
Alternative Investments, Sustainability Metrics, ESG, Relationship Management, Start-ups, Strategic Thinking, Hedge Funds, Equities, Investor Relations, Financial Advisory, FX Options, Funding, Financial Structuring, Trading Systems, Proprietary Trading, Financial Services, Structured Products, ETFs, Trading Strategies, Corporate Development, Equity Trading, Electronic Trading, Fund Of Funds, Hedging, Quantitative Finance, Private Placements, Capital, Entrepreneurship, Social Entrepreneurship, Strategic Partnerships, Thought Leadership, Equity Valuation, IPO, Strategy, Restructuring, Executive Management, Investments, Leadership, Management, Trading, Risk Management, Portfolio Management, Strategic Planning, Analysis, Public Speaking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
York University - Schulich School of Business 1993 — 1998
BBA, Finance
Howard M. Kerbel Howard M. Kerbel's Merrill Lynch Experience May 2000 - February 2008
Job Managing Director, Global Head of Risk Management, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Philip James Philip James's Merrill Lynch Experience June 1999 - December 2001
Job Founder at Penrose Hill
Industry Wine and Spirits
Experience
Penrose Hill January 2015 - Present
CustomVine December 2013 - Present
Lot18 January 2010 - September 2013
Snooth Inc November 2006 - December 2010
The Wine Messenger May 2005 - January 2007
Merrill Lynch June 1999 - December 2001
Opsys Limited October 1998 - June 1999
Skills
Start-ups, Mergers, Leadership, Business Strategy, Business Development, New Business Development, Social Media, Marketing Strategy, Product Development, Strategic Planning, Online Advertising, Entrepreneurship, Digital Marketing, Marketing, E-commerce, Product Management, Business Planning, Social Media Marketing, Venture Capital, Public Speaking, Analytics, SEO, Sales, Management, Mergers & Acquisitions, Email Marketing, Online Marketing, Strategic Partnerships, Digital Strategy, Strategy, Competitive Analysis, Fundraising, Digital Media
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Business
University of Oxford 1995 — 1999
MChem, Chemistry
Penrose Hill January 2015 - Present
CustomVine December 2013 - Present
Lot18 January 2010 - September 2013
Snooth Inc November 2006 - December 2010
The Wine Messenger May 2005 - January 2007
Merrill Lynch June 1999 - December 2001
Opsys Limited October 1998 - June 1999
Skills
Start-ups, Mergers, Leadership, Business Strategy, Business Development, New Business Development, Social Media, Marketing Strategy, Product Development, Strategic Planning, Online Advertising, Entrepreneurship, Digital Marketing, Marketing, E-commerce, Product Management, Business Planning, Social Media Marketing, Venture Capital, Public Speaking, Analytics, SEO, Sales, Management, Mergers & Acquisitions, Email Marketing, Online Marketing, Strategic Partnerships, Digital Strategy, Strategy, Competitive Analysis, Fundraising, Digital Media
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Business
University of Oxford 1995 — 1999
MChem, Chemistry
David Alliker David Alliker's Merrill Lynch Experience January 2007 - April 2008
Job Operations Risk Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Deborah J. Frazier's Merrill Lynch Experience February 2005 - December 2007
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
Rutgers University September 2010 - January 2012
Merrill Lynch February 2005 - December 2007
Merrill Lynch June 1985 - October 2004
Merrill Lynch June 1985 - October 2004
Skills
Series 63, Series 7, Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Investments
Education
Columbia University - Columbia Business School 1996 — 1998
Executive MBA, Global Business
RBC Wealth Management February 2012 - Present
Rutgers University September 2010 - January 2012
Merrill Lynch February 2005 - December 2007
Merrill Lynch June 1985 - October 2004
Merrill Lynch June 1985 - October 2004
Skills
Series 63, Series 7, Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Investments
Education
Columbia University - Columbia Business School 1996 — 1998
Executive MBA, Global Business
Douglas Hirsch Douglas Hirsch's Merrill Lynch Experience July 2007 - May 2009
Job MBA Summer Intern at Revelstoke Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Revelstoke Capital Partners LLC May 2015 - July 2015
Sand Oak Capital LLC January 2015 - May 2015
Porto Montenegro August 2012 - August 2014
Lindsay Goldberg July 2010 - July 2012
Providence Equity Partners June 2009 - July 2010
Merrill Lynch July 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Kellogg Group, LLC June 2005 - August 2005
Water-Jel Technologies June 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Hedge Funds, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital Markets, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Dean's List
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics and Management, Summa Cum Laude
Revelstoke Capital Partners LLC May 2015 - July 2015
Sand Oak Capital LLC January 2015 - May 2015
Porto Montenegro August 2012 - August 2014
Lindsay Goldberg July 2010 - July 2012
Providence Equity Partners June 2009 - July 2010
Merrill Lynch July 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Kellogg Group, LLC June 2005 - August 2005
Water-Jel Technologies June 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Hedge Funds, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital Markets, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Dean's List
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics and Management, Summa Cum Laude
Byron Callan Byron Callan's Merrill Lynch Experience 1992 - 2005
Job Director at Capital Alpha Partners LLC
Industry Investment Management
Experience
Capital Alpha Partners LLC December 2010 - Present
Lion's Path Capital LLC July 2010 - December 2010
Private investor--between jobs March 2010 - July 2010
Perella Weinberg Partners September 2007 - March 2010
Prudential Equity Group September 2005 - June 2007
Merrill Lynch 1992 - 2005
Prudential Equity Group 1984 - 1992
Skills
Financial Modeling, Equity Research, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Asset Managment, Private Equity, Due Diligence, Mergers, Hedge Funds
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Accounting and Finance
The George Washington University 1976 — 1980
BA Special Honors, Geography, International Relations
Capital Alpha Partners LLC December 2010 - Present
Lion's Path Capital LLC July 2010 - December 2010
Private investor--between jobs March 2010 - July 2010
Perella Weinberg Partners September 2007 - March 2010
Prudential Equity Group September 2005 - June 2007
Merrill Lynch 1992 - 2005
Prudential Equity Group 1984 - 1992
Skills
Financial Modeling, Equity Research, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Asset Managment, Private Equity, Due Diligence, Mergers, Hedge Funds
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Accounting and Finance
The George Washington University 1976 — 1980
BA Special Honors, Geography, International Relations
Frank Conley Frank Conley's Merrill Lynch Experience October 1996 - June 2004
Job Managing Director at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Bill Lomax Bill Lomax's Merrill Lynch Experience 2005 - 2007
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2015 - Present
NAFOA April 2005 - Present
Capital Dynamics April 2010 - July 2015
San Manuel Band of Mission Indians 2008 - 2010
Merrill Lynch 2005 - 2007
Skills
Private Equity, Portfolio Management, Alternative Investments, Venture Capital, Due Diligence, Valuation, Asset Managment, Investment Banking, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Asset Management, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Business Strategy, Risk Management, Capital Markets, Hedge Funds, Executive Management, Investor Relations, Restructuring, Fixed Income, IPO, Emerging Markets, Financial Analysis, Private Placements, Investment Management, LBO, Structured Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1997
J.D., Law
Goldman Sachs July 2015 - Present
NAFOA April 2005 - Present
Capital Dynamics April 2010 - July 2015
San Manuel Band of Mission Indians 2008 - 2010
Merrill Lynch 2005 - 2007
Skills
Private Equity, Portfolio Management, Alternative Investments, Venture Capital, Due Diligence, Valuation, Asset Managment, Investment Banking, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Asset Management, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Business Strategy, Risk Management, Capital Markets, Hedge Funds, Executive Management, Investor Relations, Restructuring, Fixed Income, IPO, Emerging Markets, Financial Analysis, Private Placements, Investment Management, LBO, Structured Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1997
J.D., Law
Skip Stern Skip Stern's Merrill Lynch Experience May 2010 - Present
Job Senior Banking Executive
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Mark Quandt Mark Quandt's Merrill Lynch Experience March 2010 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Macroeconomics, Emerging Markets, Portfolio Management, Asset Management, Valuation, Investments, Capital Markets, Fixed Income, Venture Capital, Due Diligence
Education
Columbia University - Columbia Business School 2005 — 2008
MBA
Columbia University - School of International and Public Affairs 2005 — 2008
MA
Georgetown University
Bachelor's degree
Horace Greeley High School
Merrill Lynch March 2010 - Present
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Macroeconomics, Emerging Markets, Portfolio Management, Asset Management, Valuation, Investments, Capital Markets, Fixed Income, Venture Capital, Due Diligence
Education
Columbia University - Columbia Business School 2005 — 2008
MBA
Columbia University - School of International and Public Affairs 2005 — 2008
MA
Georgetown University
Bachelor's degree
Horace Greeley High School
Harrell Smith Harrell Smith's Merrill Lynch Experience February 2007 - August 2007
Job Associate Director at Lab49
Industry Financial Services
Experience
Lab49 July 2013 - Present
Portware August 2007 - July 2013
Merrill Lynch February 2007 - August 2007
Celent June 2004 - August 2006
Yahoo! June 2002 - September 2002
BNP Paribas May 1997 - March 2001
Morgan Stanley November 1995 - May 1997
Skills
Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Options, Financial Markets, Strategic Consulting, Corporate Strategy..., Market Structure, FX, Software Consulting, Strategy
Education
Columbia Business School 2001 — 2003
MBA
Williams College 1991 — 1995
BA
Lab49 July 2013 - Present
Portware August 2007 - July 2013
Merrill Lynch February 2007 - August 2007
Celent June 2004 - August 2006
Yahoo! June 2002 - September 2002
BNP Paribas May 1997 - March 2001
Morgan Stanley November 1995 - May 1997
Skills
Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Options, Financial Markets, Strategic Consulting, Corporate Strategy..., Market Structure, FX, Software Consulting, Strategy
Education
Columbia Business School 2001 — 2003
MBA
Williams College 1991 — 1995
BA
Peter Lee, CFA Peter Lee, CFA's Merrill Lynch Experience July 2002 - March 2007
Job Equity Analyst Technology, Media & Telecom (TMT)
Industry Investment Management
Experience
Plough Penny Partners March 2010 - Present
Allen & Company April 2007 - December 2008
Merrill Lynch July 2002 - March 2007
UBS Investment Bank May 2001 - August 2001
McKinsey & Company May 1999 - May 2001
Skills
Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Investments, Mergers, Industry Analysis, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Securities, Value Investing, Capital IQ, Bloomberg Terminal, Investment Advisory, Excel, HTML + CSS, JavaScript, jQuery, Ruby on Rails, Merchant Banking, Special Situations, MySQL, LAMP, PHP, R, Competitive Analysis
Education
Columbia Business School 2012 — 2012
Executive Education - Value Investing Program
Columbia University in the City of New York 1998 — 2002
BA
Mira Loma High School 1994 — 1998
Plough Penny Partners March 2010 - Present
Allen & Company April 2007 - December 2008
Merrill Lynch July 2002 - March 2007
UBS Investment Bank May 2001 - August 2001
McKinsey & Company May 1999 - May 2001
Skills
Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Investments, Mergers, Industry Analysis, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Securities, Value Investing, Capital IQ, Bloomberg Terminal, Investment Advisory, Excel, HTML + CSS, JavaScript, jQuery, Ruby on Rails, Merchant Banking, Special Situations, MySQL, LAMP, PHP, R, Competitive Analysis
Education
Columbia Business School 2012 — 2012
Executive Education - Value Investing Program
Columbia University in the City of New York 1998 — 2002
BA
Mira Loma High School 1994 — 1998
ZJ Shao's Merrill Lynch Experience 2007 - 2010
Job Analyst at PIMCO
Industry Investment Management
Experience
3i Group plc April 2014 - June 2014
China Investment Corporation April 2013 - June 2013
Apax Partners 2011 - 2013
Merrill Lynch 2007 - 2010
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of International Relations 2003 — 2007
Bachelor of Arts (B.A.)
3i Group plc April 2014 - June 2014
China Investment Corporation April 2013 - June 2013
Apax Partners 2011 - 2013
Merrill Lynch 2007 - 2010
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of International Relations 2003 — 2007
Bachelor of Arts (B.A.)
Isaac Cecil Isaac Cecil's Merrill Lynch Experience November 2011 - June 2012
Job Vice President at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group June 2012 - Present
Merrill Lynch November 2011 - June 2012
US Army May 2008 - September 2011
University of Virginia August 2006 - May 2008
Consol Energy May 2003 - August 2006
Skills
Risk Management, Financial Modeling, Operations Management, Program Management, Portfolio Management, Analysis, Leadership, Process Improvement, Financial Analysis, Military, Project Management, Security Clearance, Investments, Operational Planning, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
MBA, Real Estate, Finance, Technology
University of Virginia 2006 — 2008
Masters, Mechanical Engineering
Virginia Military Institute 2002 — 2006
BS, Mechanical Engineering
Amherst Securities Group June 2012 - Present
Merrill Lynch November 2011 - June 2012
US Army May 2008 - September 2011
University of Virginia August 2006 - May 2008
Consol Energy May 2003 - August 2006
Skills
Risk Management, Financial Modeling, Operations Management, Program Management, Portfolio Management, Analysis, Leadership, Process Improvement, Financial Analysis, Military, Project Management, Security Clearance, Investments, Operational Planning, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
MBA, Real Estate, Finance, Technology
University of Virginia 2006 — 2008
Masters, Mechanical Engineering
Virginia Military Institute 2002 — 2006
BS, Mechanical Engineering
Steve Xie Steve Xie's Merrill Lynch Experience June 2009 - August 2009
Job Mobile Product Manager at VTS, Inc.
Industry Computer Software
Experience
VTS, Inc. August 2015 - Present
Wagtail Inc March 2014 - Present
Columbia Business School September 2010 - September 2015
Princeton-China Exchange Program September 2009 - September 2010
Merrill Lynch June 2009 - August 2009
Skills
Start-ups, Product Management, Mobile Applications, Wireframes, A/B Testing, Agile Project Management, Data Analysis, Valuation, Statistics, Financial Analysis, Quantitative Finance, Quantitative Analytics, R, Python, Matlab, C++, Derivatives, VIX, Volatility, Global Macro, Futures Trading, Event Driven, Equity Derivatives, Index Options, Corporate Finance, Fixed Income, Investments, Portfolio Management, Equities, Bloomberg, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2015
Doctor of Philosophy (PhD), Finance
Peking University
BS, Physics/Economics
VTS, Inc. August 2015 - Present
Wagtail Inc March 2014 - Present
Columbia Business School September 2010 - September 2015
Princeton-China Exchange Program September 2009 - September 2010
Merrill Lynch June 2009 - August 2009
Skills
Start-ups, Product Management, Mobile Applications, Wireframes, A/B Testing, Agile Project Management, Data Analysis, Valuation, Statistics, Financial Analysis, Quantitative Finance, Quantitative Analytics, R, Python, Matlab, C++, Derivatives, VIX, Volatility, Global Macro, Futures Trading, Event Driven, Equity Derivatives, Index Options, Corporate Finance, Fixed Income, Investments, Portfolio Management, Equities, Bloomberg, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2015
Doctor of Philosophy (PhD), Finance
Peking University
BS, Physics/Economics
Brian Leftwich Brian Leftwich's Merrill Lynch Experience October 2005 - February 2007
Job Partner at MMX Management
Industry Financial Services
Experience
MMX Management LLC October 2009 - Present
Citi February 2007 - September 2009
Merrill Lynch October 2005 - February 2007
Morgan Stanley September 2000 - October 2005
Salomon Smith Barney 1995 - 1998
Skills
Asset Managment, Hedge Funds, Private Equity, Alternative Investments, Investment Banking, Investments, Venture Capital, Fund Of Funds, Asset Management, Capital Markets, Corporate Development, Investor Relations, Private Placements, Investment Management, Equities, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance and Accounting
Princeton University 1991 — 1995
AB, Politics
MMX Management LLC October 2009 - Present
Citi February 2007 - September 2009
Merrill Lynch October 2005 - February 2007
Morgan Stanley September 2000 - October 2005
Salomon Smith Barney 1995 - 1998
Skills
Asset Managment, Hedge Funds, Private Equity, Alternative Investments, Investment Banking, Investments, Venture Capital, Fund Of Funds, Asset Management, Capital Markets, Corporate Development, Investor Relations, Private Placements, Investment Management, Equities, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance and Accounting
Princeton University 1991 — 1995
AB, Politics
Eric Goldberg's Merrill Lynch Experience September 2001 - September 2003
Job Sales and Business Development, at Concentrix
Industry Financial Services
Experience
Concentrix (IBM) July 2014 - Present
TeleTech May 2010 - July 2014
WNS Global Services April 2006 - May 2010
Frost & Sullivan March 2004 - April 2006
Merrill Lynch September 2001 - September 2003
Computer Associates (CA) September 1996 - January 2000
Skills
BPO, Outsourcing
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
Rutgers College
Bachelor's Degree
Concentrix (IBM) July 2014 - Present
TeleTech May 2010 - July 2014
WNS Global Services April 2006 - May 2010
Frost & Sullivan March 2004 - April 2006
Merrill Lynch September 2001 - September 2003
Computer Associates (CA) September 1996 - January 2000
Skills
BPO, Outsourcing
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
Rutgers College
Bachelor's Degree
Axel Hester Axel Hester's Merrill Lynch Experience June 1996 - September 1999
Job Executive Vice President Finance and Investment Management at Natural Systems Utilities, LLC
Industry Investment Management
Experience
Natural Systems Utilities, LLC January 2012 - Present
VC Backed Renewable Services Company June 2010 - December 2011
Emerging Broker Dealer January 2010 - December 2011
Fulcrum Strategy, LLC September 2007 - September 2009
Metropolitan West Securities October 1999 - August 2007
Merrill Lynch June 1996 - September 1999
Skills
Business Strategy, Mergers, Strategic Planning, Finance, Investment Management, Organizational Design, Mergers & Acquisitions, Strategy, Valuation Modeling, Project Finance, Deal Structures, Equities, Leadership, Hedge Funds, Executive Management, Cross-functional Team..., Corporate Development, Financial Modeling, Capital Markets, Investment Banking, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Vanderbilt University 1991 — 1995
B.S., Engineering
Natural Systems Utilities, LLC January 2012 - Present
VC Backed Renewable Services Company June 2010 - December 2011
Emerging Broker Dealer January 2010 - December 2011
Fulcrum Strategy, LLC September 2007 - September 2009
Metropolitan West Securities October 1999 - August 2007
Merrill Lynch June 1996 - September 1999
Skills
Business Strategy, Mergers, Strategic Planning, Finance, Investment Management, Organizational Design, Mergers & Acquisitions, Strategy, Valuation Modeling, Project Finance, Deal Structures, Equities, Leadership, Hedge Funds, Executive Management, Cross-functional Team..., Corporate Development, Financial Modeling, Capital Markets, Investment Banking, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Vanderbilt University 1991 — 1995
B.S., Engineering
Christopher Doman Christopher Doman's Merrill Lynch Experience June 2008 - September 2008
Job Associate at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer June 2015 - Present
Columbia Business School July 2013 - May 2015
Tishman Speyer June 2014 - August 2014
J.P. Morgan July 2010 - July 2013
Greenmoor Financial Group / Greenmoor Group Trading June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Skills
Financial Modeling, Investments, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.A., Economics, Legal Studies
Tishman Speyer June 2015 - Present
Columbia Business School July 2013 - May 2015
Tishman Speyer June 2014 - August 2014
J.P. Morgan July 2010 - July 2013
Greenmoor Financial Group / Greenmoor Group Trading June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Skills
Financial Modeling, Investments, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.A., Economics, Legal Studies
David Nelson, CFA, AIF's Merrill Lynch Experience April 2005 - October 2012
Job Private Wealth Advisor at PagnatoKarp Group, HighTower Advisors
Industry Financial Services
Experience
Pagnato-karp Group, HighTower Advisors October 2012 - Present
Merrill Lynch April 2005 - October 2012
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Saving for Education, Asset Allocation, 401k Rollovers, Mutual Funds, Retirement, Series 65, Investment Strategies, Investments, Strategic Financial..., Financial Advisory, IRAs, Alternative Investments, Estate Planning, Fixed Annuities, Portfolio Management, Finance, Due Diligence, Financial Services, Investment Management, Banking, Wealth, Securities, Wealth Management..., Equities, Asset Management
Education
Columbia University - Columbia Business School 1989 — 1989
MBA, Finance and International Finance
University of California, Berkeley 1979 — 1984
BA, Cellular Biology
Pagnato-karp Group, HighTower Advisors October 2012 - Present
Merrill Lynch April 2005 - October 2012
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Saving for Education, Asset Allocation, 401k Rollovers, Mutual Funds, Retirement, Series 65, Investment Strategies, Investments, Strategic Financial..., Financial Advisory, IRAs, Alternative Investments, Estate Planning, Fixed Annuities, Portfolio Management, Finance, Due Diligence, Financial Services, Investment Management, Banking, Wealth, Securities, Wealth Management..., Equities, Asset Management
Education
Columbia University - Columbia Business School 1989 — 1989
MBA, Finance and International Finance
University of California, Berkeley 1979 — 1984
BA, Cellular Biology
Anshul Ruparell's Merrill Lynch Experience March 2011 - October 2012
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
CPP Investment Board October 2012 - May 2015
Merrill Lynch March 2011 - October 2012
TD Securities August 2010 - March 2011
Skills
Financial Modeling, Mergers, Energy, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Private Equity, Bloomberg, Equity Research, Equities, Business Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Ivey Business School at Western University 2006 — 2010
HBA
The University of Hong Kong 2010 — 2010
Business, Finance, Mandarin
Strathcona-Tweedsmuir School
High School
CPP Investment Board October 2012 - May 2015
Merrill Lynch March 2011 - October 2012
TD Securities August 2010 - March 2011
Skills
Financial Modeling, Mergers, Energy, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Private Equity, Bloomberg, Equity Research, Equities, Business Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Ivey Business School at Western University 2006 — 2010
HBA
The University of Hong Kong 2010 — 2010
Business, Finance, Mandarin
Strathcona-Tweedsmuir School
High School
Greg Boukas Greg Boukas's Merrill Lynch Experience June 2006 - August 2006
Job High Yield Credit, Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Morgan Stanley June 2010 - August 2015
Keefe, Bruyette & Woods June 2009 - August 2009
Marsh & McLennan Companies, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Trading Strategies, Risk Management, Microsoft Excel, Trading Systems, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
London School of Economics and Political Science 2008 — 2008
Business Analysis and Valuation, Financial Markets
Lord, Abbett & Co. LLC September 2015 - Present
Morgan Stanley June 2010 - August 2015
Keefe, Bruyette & Woods June 2009 - August 2009
Marsh & McLennan Companies, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Trading Strategies, Risk Management, Microsoft Excel, Trading Systems, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
London School of Economics and Political Science 2008 — 2008
Business Analysis and Valuation, Financial Markets
Brooks Cutright Brooks Cutright's Merrill Lynch Experience December 2003 - July 2007
Job Head of ETF Trading, Americas Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2007 - Present
Merrill Lynch December 2003 - July 2007
River Logic 1997 - 1999
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Wheaton College (MA) 1999 — 2003
BA, Math, Economics, Computer Science
James Cook University 2002 — 2002
Deutsche Bank July 2007 - Present
Merrill Lynch December 2003 - July 2007
River Logic 1997 - 1999
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Wheaton College (MA) 1999 — 2003
BA, Math, Economics, Computer Science
James Cook University 2002 — 2002
A. David P. Manzano A. David P. Manzano's Merrill Lynch Experience 1996 - 2000
Job Partner / Managing Director at AEA Investors
Industry Investment Management
Experience
AEA Investors LP August 2007 - Present
Callidus Capital Management, LLC October 2002 - August 2007
Merrill Lynch 1996 - 2000
The Chase Manhattan Bank October 1989 - April 1994
Skills
Private Equity, LBO, Capital Markets, Mezzanine, Alternative Investments, Investment Banking, High Yield, Valuation, Corporate Finance, Financial Modeling, Investments, Credit Analysis, Loans, High Yield Bonds, CLO, Leveraged Lending, Syndications, Portfolio Management, Leveraged Finance
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Cornell University 1985 — 1989
Bachelor of Arts, Government/International Affairs
AEA Investors LP August 2007 - Present
Callidus Capital Management, LLC October 2002 - August 2007
Merrill Lynch 1996 - 2000
The Chase Manhattan Bank October 1989 - April 1994
Skills
Private Equity, LBO, Capital Markets, Mezzanine, Alternative Investments, Investment Banking, High Yield, Valuation, Corporate Finance, Financial Modeling, Investments, Credit Analysis, Loans, High Yield Bonds, CLO, Leveraged Lending, Syndications, Portfolio Management, Leveraged Finance
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Cornell University 1985 — 1989
Bachelor of Arts, Government/International Affairs
Alex Levin Alex Levin's Merrill Lynch Experience May 2010 - August 2010
Job Columbia Business School
Industry Financial Services
Experience
Commercial Real Estate Finance Council April 2013 - June 2015
College Republican National Committee July 2011 - June 2013
VA House of Delegates Campaign January 2013 - April 2013
Linda McMahon for US Senate 2012 August 2011 - December 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Government
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Ransom Everglades 2000 — 2008
Commercial Real Estate Finance Council April 2013 - June 2015
College Republican National Committee July 2011 - June 2013
VA House of Delegates Campaign January 2013 - April 2013
Linda McMahon for US Senate 2012 August 2011 - December 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Government
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Ransom Everglades 2000 — 2008
Victor Barkalov Victor Barkalov's Merrill Lynch Experience July 2006 - November 2008
Job Vice President at Jackson Lewis; CPA; MBA
Industry Legal Services
Experience
Jackson Lewis P.C. February 2015 - Present
Curtis, Mallet-Prevost, Colt & Mosle LLP December 2008 - February 2015
Merrill Lynch July 2006 - November 2008
Salomon Center for the Study of Financial Institutions, NYU Stern March 2004 - June 2006
eSphinx Internet January 2003 - June 2006
Skills
Business Intelligence, Management, Strategy, Accounting, Finance, Financial Reporting, Project Management, Strategic Planning, Financial Analysis, Information Technology, Due Diligence, Professional Services, Management Reporting, CPA, CIS (former USSR), Transactional Systems, Microsoft Technologies, Oracle Applications, Legal Compliance, Offshore Operations, Outsourcing, Open Source Platforms, Business Analysis, Program Management, Contract Negotiation
Education
Columbia University - Columbia Business School
MBA, Executive Program
New York University - Leonard N. Stern School of Business
B.S., Information Systems, Operations, Mathematics
Jackson Lewis P.C. February 2015 - Present
Curtis, Mallet-Prevost, Colt & Mosle LLP December 2008 - February 2015
Merrill Lynch July 2006 - November 2008
Salomon Center for the Study of Financial Institutions, NYU Stern March 2004 - June 2006
eSphinx Internet January 2003 - June 2006
Skills
Business Intelligence, Management, Strategy, Accounting, Finance, Financial Reporting, Project Management, Strategic Planning, Financial Analysis, Information Technology, Due Diligence, Professional Services, Management Reporting, CPA, CIS (former USSR), Transactional Systems, Microsoft Technologies, Oracle Applications, Legal Compliance, Offshore Operations, Outsourcing, Open Source Platforms, Business Analysis, Program Management, Contract Negotiation
Education
Columbia University - Columbia Business School
MBA, Executive Program
New York University - Leonard N. Stern School of Business
B.S., Information Systems, Operations, Mathematics
Edward Martin Edward Martin's Merrill Lynch Experience July 2004 - July 2006
Job Vice President at Clarion Capital Partners
Industry Financial Services
Experience
Clarion Capital Partners June 2011 - Present
Columbia Business School August 2009 - June 2011
Clarion Capital Partners August 2006 - July 2009
Merrill Lynch July 2004 - July 2006
Education
Columbia University - Columbia Business School 2009 — 2011
University of Pennsylvania 2000 — 2004
BS, Systems Engineering
Delbarton School
Clarion Capital Partners June 2011 - Present
Columbia Business School August 2009 - June 2011
Clarion Capital Partners August 2006 - July 2009
Merrill Lynch July 2004 - July 2006
Education
Columbia University - Columbia Business School 2009 — 2011
University of Pennsylvania 2000 — 2004
BS, Systems Engineering
Delbarton School
Henry Su Henry Su's Merrill Lynch Experience September 1997 - December 1997
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
Christopher McDonough's Merrill Lynch Experience May 2005 - July 2005
Job Senior Vice President, M&A
Industry Investment Banking
Experience
Cain Brothers March 2010 - Present
Morgan Stanley August 2006 - March 2010
Merrill Lynch May 2005 - July 2005
Cain Brothers July 2000 - August 2004
Arthur Andersen August 1999 - July 2000
Skills
Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Capital Markets, Due Diligence, Equities, IPO, Venture Capital
Education
Columbia University - Columbia Business School 2004 — 2006
Villanova University 1995 — 1999
BS, Accounting
Cain Brothers March 2010 - Present
Morgan Stanley August 2006 - March 2010
Merrill Lynch May 2005 - July 2005
Cain Brothers July 2000 - August 2004
Arthur Andersen August 1999 - July 2000
Skills
Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Capital Markets, Due Diligence, Equities, IPO, Venture Capital
Education
Columbia University - Columbia Business School 2004 — 2006
Villanova University 1995 — 1999
BS, Accounting
Francesco Di Carlo's Merrill Lynch Experience June 2008 - December 2008
Job Columbia Business School MBA candidate '16
Industry Management Consulting
Experience
The Boston Consulting Group January 2012 - December 2014
The Boston Consulting Group September 2011 - December 2011
Rothschild June 2010 - September 2010
Merrill Lynch June 2008 - December 2008
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
London School of Economics and Political Science 2009 — 2011
MSc Management (CEMS track)
ESADE Business School 2010 — 2010
CEMS MIM Exchange semester
Northeastern University 2007 — 2009
BSc International Business
Università Cattolica del Sacro Cuore 2005 — 2007
Laurea in Economics and Business Management
The Boston Consulting Group January 2012 - December 2014
The Boston Consulting Group September 2011 - December 2011
Rothschild June 2010 - September 2010
Merrill Lynch June 2008 - December 2008
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
London School of Economics and Political Science 2009 — 2011
MSc Management (CEMS track)
ESADE Business School 2010 — 2010
CEMS MIM Exchange semester
Northeastern University 2007 — 2009
BSc International Business
Università Cattolica del Sacro Cuore 2005 — 2007
Laurea in Economics and Business Management
Gerald Segal Gerald Segal's Merrill Lynch Experience 1992 - 1998
Job Managing Director, LeapRate
Industry Investment Banking
Experience
LeapRate 2010 - Present
Leap Capital 2005 - 2009
Bear, Stearns & Co. Inc. 2000 - 2005
Robertson Stephens 1998 - 2000
Merrill Lynch 1992 - 1998
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Toronto 1985 — 1989
BCOM, Economics
LeapRate 2010 - Present
Leap Capital 2005 - 2009
Bear, Stearns & Co. Inc. 2000 - 2005
Robertson Stephens 1998 - 2000
Merrill Lynch 1992 - 1998
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Toronto 1985 — 1989
BCOM, Economics
Alexander Graf's Merrill Lynch Experience June 2008 - August 2008
Job Business Development & Relationship Management
Industry Banking
Experience
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
Guy Nesdale's Merrill Lynch Experience 2007 — 2009
Job Partner at Empire Square Group
Industry Investment Management
Experience
Empire Square Group 2009 — Present
Merrill Lynch 2007 — 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Executive MBA Global Program
London Business School 2005 — 2007
MBA, Executive MBA Global Program
The University of Queensland 1995 — 1996
LLB, Law Degree
The University of Western Australia 1990 — 1994
BEc, Economics Degree
Empire Square Group 2009 — Present
Merrill Lynch 2007 — 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Executive MBA Global Program
London Business School 2005 — 2007
MBA, Executive MBA Global Program
The University of Queensland 1995 — 1996
LLB, Law Degree
The University of Western Australia 1990 — 1994
BEc, Economics Degree
Cristina Kim's Merrill Lynch Experience 1999 - 2002
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2007 - Present
J.P. Morgan 2004 - 2007
Merrill Lynch 1999 - 2002
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Yale University 1995 — 1999
BA
J.P. Morgan 2007 - Present
J.P. Morgan 2004 - 2007
Merrill Lynch 1999 - 2002
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Yale University 1995 — 1999
BA
Jeremy Abrams's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
Andrew Glaze's Merrill Lynch Experience August 2007 - May 2009
Job Managing Director at Claar Advisors
Industry Financial Services
Experience
Claar Advisors September 2014 - Present
Emys Capital April 2009 - Present
Merrill Lynch August 2007 - May 2009
Clinton Group June 2007 - August 2007
Terrapin Partners October 2006 - May 2007
US Army May 2000 - May 2005
Skills
Strategy, Due Diligence, Private Equity, Investments, Leadership, Asset Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Equities, Portfolio Management, Valuation, Investment Banking, Asset Managment, Emerging Markets, Alternative Investments, Venture Capital, Securities, Finance
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Asset Management
United States Military Academy at West Point 1996 — 2000
BS, Computer Science
Stuyvesant High School
Claar Advisors September 2014 - Present
Emys Capital April 2009 - Present
Merrill Lynch August 2007 - May 2009
Clinton Group June 2007 - August 2007
Terrapin Partners October 2006 - May 2007
US Army May 2000 - May 2005
Skills
Strategy, Due Diligence, Private Equity, Investments, Leadership, Asset Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Equities, Portfolio Management, Valuation, Investment Banking, Asset Managment, Emerging Markets, Alternative Investments, Venture Capital, Securities, Finance
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Asset Management
United States Military Academy at West Point 1996 — 2000
BS, Computer Science
Stuyvesant High School
Bilal Rashid's Merrill Lynch Experience April 2005 - October 2008
Job Partner, OFS Capital
Industry Financial Services
Experience
OFS Capital October 2008 - Present
Merrill Lynch April 2005 - October 2008
Education
Columbia University - Columbia Business School 1997 — 1999
OFS Capital October 2008 - Present
Merrill Lynch April 2005 - October 2008
Education
Columbia University - Columbia Business School 1997 — 1999
Anthony Pratofiorito's Merrill Lynch Experience 1996 - 1998
Job Head of Global Human Resources at Depfa Bank
Industry Human Resources
Experience
Depfa Bank August 2006 - Present
National Australia Bank Ltd. March 2000 - August 2006
Prudential Financial 1998 - 2000
Merrill Lynch 1996 - 1998
NEIC 1991 - 1996
NEIC 1991 - 1996
Skills
Performance Management, Employee Relations, Employee Engagement, Human Resources, HRIS, HR Policies, Succession Planning, Banking, Capital Markets, Management, Strategic Planning, Change Management, SAP HR, Credit, Team Building, Talent Management, Leadership, Workforce Planning, Leadership Development, Onboarding, Structured Finance, Portfolio Management, Talent Acquisition, Executive Coaching, Personnel Management, Finance, Deferred Compensation, Organizational Design, Financial Risk, Culture Change, Asset Management, HR Consulting, Budgets, Restructuring, Project Management, Training
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Education (M.Ed.), Psychological Counseling
Columbia University - Columbia Business School 1992 — 1994
Master of Arts (M.A.), Industrial and Organizational Psychology
Florida State University 1981 — 1985
Bachelor of Arts (B.A.), Economics/International Affairs
Florida State University 1981 — 1985
Bachelor of Science (B.S.), Communications
Depfa Bank August 2006 - Present
National Australia Bank Ltd. March 2000 - August 2006
Prudential Financial 1998 - 2000
Merrill Lynch 1996 - 1998
NEIC 1991 - 1996
NEIC 1991 - 1996
Skills
Performance Management, Employee Relations, Employee Engagement, Human Resources, HRIS, HR Policies, Succession Planning, Banking, Capital Markets, Management, Strategic Planning, Change Management, SAP HR, Credit, Team Building, Talent Management, Leadership, Workforce Planning, Leadership Development, Onboarding, Structured Finance, Portfolio Management, Talent Acquisition, Executive Coaching, Personnel Management, Finance, Deferred Compensation, Organizational Design, Financial Risk, Culture Change, Asset Management, HR Consulting, Budgets, Restructuring, Project Management, Training
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Education (M.Ed.), Psychological Counseling
Columbia University - Columbia Business School 1992 — 1994
Master of Arts (M.A.), Industrial and Organizational Psychology
Florida State University 1981 — 1985
Bachelor of Arts (B.A.), Economics/International Affairs
Florida State University 1981 — 1985
Bachelor of Science (B.S.), Communications
Elke Chenevey's Merrill Lynch Experience Board MemberAssn on American Indian Affairs2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Board MemberAssn on American Indian Affairs2007 - Present
Education
Dartmouth College 1979 — 1983
Columbia Business School
MBA
Merrill Lynch Board MemberAssn on American Indian Affairs2007 - Present
Education
Dartmouth College 1979 — 1983
Columbia Business School
MBA
Janice Schrettner's Merrill Lynch Experience June 2007 - August 2007
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch September 2008 - 2009
Merrill Lynch June 2007 - August 2007
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Fordham University
BA, summa cum laude
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch September 2008 - 2009
Merrill Lynch June 2007 - August 2007
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Fordham University
BA, summa cum laude
Wayne Weil's Merrill Lynch Experience July 1999 - November 2000
Job Director, Performance Improvement at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Glenn Chin's Merrill Lynch Experience 1997 - 1999
Job Vice President, Equity Analyst at The Buckingham Research Group
Industry Investment Management
Experience
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
Barbara Heffernan's Merrill Lynch Experience 1995 - 1998
Job Independent Mental Health Care Professional
Industry Mental Health Care
Experience
Barbara Heffernan, LCSW, LADC September 2006 - Present
Southern Connecticut State University September 2002 - December 2009
Domestic Violence Crisis Center November 2003 - June 2007
Project Courage September 2001 - October 2003
Merrill Lynch 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Psychotherapy, Family Therapy, Public Speaking, Mental Health, Adolescents, Non-profits, Adults, Teaching, Psychology, Career Counseling, Treatment, Parenthood, Social Services, Staff Development, Stress Management, Nonprofits, Group Therapy, Behavioral Health, Crisis Intervention, Leadership, Life Transitions, Counseling Psychology, Case Managment, Case Management, Google Groups, Therapists, Stress, Prevention, Personal Development, Clinical Supervision, Self-esteem, Mindfulness
Education
Southern Connecticut State University 1999 — 2001
MSW, Clinical Mental Health and Addiction
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Yale University 1978 — 1982
BA
Barbara Heffernan, LCSW, LADC September 2006 - Present
Southern Connecticut State University September 2002 - December 2009
Domestic Violence Crisis Center November 2003 - June 2007
Project Courage September 2001 - October 2003
Merrill Lynch 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Psychotherapy, Family Therapy, Public Speaking, Mental Health, Adolescents, Non-profits, Adults, Teaching, Psychology, Career Counseling, Treatment, Parenthood, Social Services, Staff Development, Stress Management, Nonprofits, Group Therapy, Behavioral Health, Crisis Intervention, Leadership, Life Transitions, Counseling Psychology, Case Managment, Case Management, Google Groups, Therapists, Stress, Prevention, Personal Development, Clinical Supervision, Self-esteem, Mindfulness
Education
Southern Connecticut State University 1999 — 2001
MSW, Clinical Mental Health and Addiction
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Yale University 1978 — 1982
BA
Bindu Koduri's Merrill Lynch Experience June 2002 - May 2006
Job Senior Manager at E & Y
Industry Management Consulting
Experience
E & Y April 2013 - Present
Ernst & Young August 2012 - February 2013
Ernst & Young September 2009 - 2012
Capital City Technologies May 2006 - May 2010
Merrill Lynch June 2002 - May 2006
CAMI 1999 - 2001
Skills
Management Consulting, Program Management, Strategy, Business Process, Business Transformation, ERP, Governance, Enterprise Software, Leadership, Analysis, Team Building, Business Process..., Financial Modeling, Consulting, Negotiation, IT Strategy, Project Management, Process Improvement, Business Planning, Business Analysis, Change Management, Risk Management, Cross-functional Team..., Business Strategy, Integration, Management, Managerial Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
MQFIN, Quantitative Finance
Vivekananda School of Post Graduate 1995 — 1996
Master of Computer Applications (MCA), Computer Science
E & Y April 2013 - Present
Ernst & Young August 2012 - February 2013
Ernst & Young September 2009 - 2012
Capital City Technologies May 2006 - May 2010
Merrill Lynch June 2002 - May 2006
CAMI 1999 - 2001
Skills
Management Consulting, Program Management, Strategy, Business Process, Business Transformation, ERP, Governance, Enterprise Software, Leadership, Analysis, Team Building, Business Process..., Financial Modeling, Consulting, Negotiation, IT Strategy, Project Management, Process Improvement, Business Planning, Business Analysis, Change Management, Risk Management, Cross-functional Team..., Business Strategy, Integration, Management, Managerial Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
MQFIN, Quantitative Finance
Vivekananda School of Post Graduate 1995 — 1996
Master of Computer Applications (MCA), Computer Science
David Strongwater's Merrill Lynch Experience August 2012 - Present
Job Associate Real Estate Investment Banking at Merrill Lynch
Industry Real Estate
Experience
Merrill Lynch August 2012 - Present
Madison International Realty May 2011 - August 2011
Newmark Knight Frank January 2010 - July 2010
Newmark Knight Frank January 2008 - December 2009
Newmark Knight Frank March 2006 - December 2007
Skills
Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Investments, Private Equity, Asset Managment, Financial Analysis, Real Estate, Real Estate Private..., Corporate Finance, Capital Markets, Real Estate Development, Corporate Real Estate, Mergers, CMBS, Research, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, Real Estate
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science (BS), Finance, General
Merrill Lynch August 2012 - Present
Madison International Realty May 2011 - August 2011
Newmark Knight Frank January 2010 - July 2010
Newmark Knight Frank January 2008 - December 2009
Newmark Knight Frank March 2006 - December 2007
Skills
Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Investments, Private Equity, Asset Managment, Financial Analysis, Real Estate, Real Estate Private..., Corporate Finance, Capital Markets, Real Estate Development, Corporate Real Estate, Mergers, CMBS, Research, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, Real Estate
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science (BS), Finance, General
Tom Kang's Merrill Lynch Experience 1996 - 2002
Job Corporate Finance Advisory Syndicated & Leveraged Finance
Industry Investment Banking
Experience
Commerzbank Corporates & Markets 2010 - Present
Merrill Lynch Global Markets & Investment Banking 2008 - 2009
Merrill Lynch Global Markets & Investment Banking 2007 - 2007
Oppenheimer & Co. 2003 - 2006
BGC 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investment Banking, Leveraged Finance, Syndicated Finance, Infrastructure Finance, Credit Analysis, Capital Markets, DCM, Leveraged Lending, Cash Flow Lending, Structured Finance, Asset Based Finance, Capital Structure, Financial Structuring, Financial Modeling, Financial Analysis, Fixed Income, Syndications, Corporate Finance, Credit, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance & Economics
University of California, Berkeley 1992 — 1996
BA, Economics
Commerzbank Corporates & Markets 2010 - Present
Merrill Lynch Global Markets & Investment Banking 2008 - 2009
Merrill Lynch Global Markets & Investment Banking 2007 - 2007
Oppenheimer & Co. 2003 - 2006
BGC 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investment Banking, Leveraged Finance, Syndicated Finance, Infrastructure Finance, Credit Analysis, Capital Markets, DCM, Leveraged Lending, Cash Flow Lending, Structured Finance, Asset Based Finance, Capital Structure, Financial Structuring, Financial Modeling, Financial Analysis, Fixed Income, Syndications, Corporate Finance, Credit, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance & Economics
University of California, Berkeley 1992 — 1996
BA, Economics
Brita Steffelin's Merrill Lynch Experience 1995 - 2003
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock March 2005 - December 2011
BNP Paribas March 2003 - March 2005
Merrill Lynch 1995 - 2003
SEB 1992 - 1994
SEB 1987 - 1992
Skills
Alternative Investments, Asset Management, Banking
Education
Columbia Business School 1994 — 1996
MBA, Finance
Smith College 1985 — 1989
BA, Economics
United Nations International School
International Baccalaureate Certificate Recipient
BlackRock March 2005 - December 2011
BNP Paribas March 2003 - March 2005
Merrill Lynch 1995 - 2003
SEB 1992 - 1994
SEB 1987 - 1992
Skills
Alternative Investments, Asset Management, Banking
Education
Columbia Business School 1994 — 1996
MBA, Finance
Smith College 1985 — 1989
BA, Economics
United Nations International School
International Baccalaureate Certificate Recipient
Michael Shabshis's Merrill Lynch Experience January 1988 - January 1995
Job Independent Contractor (DBYN Solutions Inc) at HSBC
Industry Financial Services
Experience
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
Garbo Tang's Merrill Lynch Experience
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Enterprise Risk..., Equities, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Financial Risk, Capital Markets, AML, Operational Risk, Risk Management, Derivatives
Education
Brooklyn Technical High School
Columbia University - Columbia Business School
New York University - Leonard N. Stern School of Business
Merrill Lynch
Skills
Enterprise Risk..., Equities, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Financial Risk, Capital Markets, AML, Operational Risk, Risk Management, Derivatives
Education
Brooklyn Technical High School
Columbia University - Columbia Business School
New York University - Leonard N. Stern School of Business
Douglas Kelly's Merrill Lynch Experience July 1992 - July 1995
Job Partner at Farol Asset Management, LP
Industry Venture Capital & Private Equity
Experience
Farol Asset Management, LP September 2015 - Present
Pomona Capital May 2007 - August 2015
Barclays Capital March 2006 - April 2007
GE Commercial Finance June 1999 - March 2006
Bariston Partners July 1995 - May 1997
Merrill Lynch July 1992 - July 1995
Skills
Restructuring, Private Equity, Leveraged Finance, Bankruptcy, Capital
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Duke University 1988 — 1992
AB, Economics
Brunswick School 1980 — 1988
High School
Farol Asset Management, LP September 2015 - Present
Pomona Capital May 2007 - August 2015
Barclays Capital March 2006 - April 2007
GE Commercial Finance June 1999 - March 2006
Bariston Partners July 1995 - May 1997
Merrill Lynch July 1992 - July 1995
Skills
Restructuring, Private Equity, Leveraged Finance, Bankruptcy, Capital
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Duke University 1988 — 1992
AB, Economics
Brunswick School 1980 — 1988
High School
Danielle Klemow Young's Merrill Lynch Experience June 2013 - Present
Job Director, Credit and Banking Product Executive
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch Global Wealth & Investment Management, New York, N.Y. May 2009 - June 2013
Merrill Lynch Global Markets & Investment Banking May 2006 - May 2009
Merrill Lynch Private Banking & Investment Group January 2003 - May 2006
JP Morgan Chase May 1995 - December 2002
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
New York University 1993 — 1995
MA, Journalism
Lehigh University 1989 — 1993
BA, Psychology
University of New South Wales 1992 — 1992
Merrill Lynch June 2013 - Present
Merrill Lynch Global Wealth & Investment Management, New York, N.Y. May 2009 - June 2013
Merrill Lynch Global Markets & Investment Banking May 2006 - May 2009
Merrill Lynch Private Banking & Investment Group January 2003 - May 2006
JP Morgan Chase May 1995 - December 2002
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
New York University 1993 — 1995
MA, Journalism
Lehigh University 1989 — 1993
BA, Psychology
University of New South Wales 1992 — 1992
Carol DeNatale's Merrill Lynch Experience September 2007 - Present
Job Managing Director, COO of Investment Banking at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2010 - Present
Merrill Lynch September 2007 - Present
Merrill Lynch 1992 - 2009
Merrill Lynch September 1992 - September 2007
Education
Columbia University - Columbia Business School 1990 — 1992
Fairfield University 1984 — 1988
B.S.
Stifel Financial Corp. 2010 - Present
Merrill Lynch September 2007 - Present
Merrill Lynch 1992 - 2009
Merrill Lynch September 1992 - September 2007
Education
Columbia University - Columbia Business School 1990 — 1992
Fairfield University 1984 — 1988
B.S.
Christopher Wolfe's Merrill Lynch Experience April 2010 - Present
Job Chief Investment Officer
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Bill Rapavy's Merrill Lynch Experience 1987 - 1988
Job CFO, COO, CCO at Outpoint Capital
Industry Investment Management
Experience
Outpoint Capital March 2010 - Present
HedgEdge LLC May 2002 - Present
ElitePerformance Fund Ltd. - Offshore B.V.I. Umbrella Private Fund 2002 - 2007
CJS Capital Management 2001 - 2002
Dreman Value Management 2000 - 2001
Twenty-First Securities 1997 - 2000
New York City Housing Authority 1994 - 1997
Morningside Advisors 1990 - 1994
Merrill Lynch 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Fund Of Funds, Funding, Fund Accounting, Risk Management, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investor Relations
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance and International Business
Siena College 1980 — 1984
BBA, Accounting
Outpoint Capital March 2010 - Present
HedgEdge LLC May 2002 - Present
ElitePerformance Fund Ltd. - Offshore B.V.I. Umbrella Private Fund 2002 - 2007
CJS Capital Management 2001 - 2002
Dreman Value Management 2000 - 2001
Twenty-First Securities 1997 - 2000
New York City Housing Authority 1994 - 1997
Morningside Advisors 1990 - 1994
Merrill Lynch 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Fund Of Funds, Funding, Fund Accounting, Risk Management, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investor Relations
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance and International Business
Siena College 1980 — 1984
BBA, Accounting
Henry Agusti's Merrill Lynch Experience January 1997 - July 2000
Job SVP, Southeast Sales Executive
Industry Financial Services
Experience
Bank of America September 2013 - Present
Bank of America March 2013 - September 2013
Bank of America September 2010 - March 2013
Bank of America February 2009 - October 2010
Bank of America February 2005 - February 2009
Bank of America 2003 - 2005
Merrill Lynch January 1997 - July 2000
Skills
Relationship Management, Portfolio Management, Financial Analysis, Strategy, Credit, Financial Services, Finance, Banking, Cross-functional Team..., E-commerce, Risk Management, Project Planning, Financial Modeling, Product Management, Investments, Analytics, Competitive Analysis, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Strategic Management & Finance
The George Washington University 1991 — 1995
BA, Literature
Bank of America September 2013 - Present
Bank of America March 2013 - September 2013
Bank of America September 2010 - March 2013
Bank of America February 2009 - October 2010
Bank of America February 2005 - February 2009
Bank of America 2003 - 2005
Merrill Lynch January 1997 - July 2000
Skills
Relationship Management, Portfolio Management, Financial Analysis, Strategy, Credit, Financial Services, Finance, Banking, Cross-functional Team..., E-commerce, Risk Management, Project Planning, Financial Modeling, Product Management, Investments, Analytics, Competitive Analysis, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Strategic Management & Finance
The George Washington University 1991 — 1995
BA, Literature
Brian Goldman's Merrill Lynch Experience 1998 - 2000
Job Managing Director at Ares Management
Industry Investment Management
Experience
Ares Management February 2007 - Present
Goldman, Sachs & Co. 2004 - 2007
Apax Partners 2000 - 2002
Patricof & Co. Ventures (Apax Partners) 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Columbia University - Columbia Business School 2002 — 2004
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
Ares Management February 2007 - Present
Goldman, Sachs & Co. 2004 - 2007
Apax Partners 2000 - 2002
Patricof & Co. Ventures (Apax Partners) 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Columbia University - Columbia Business School 2002 — 2004
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
Jermaine Pierre's Merrill Lynch Experience June 2000 - November 2002
Job Director at Blackrock Financial Management
Industry Investment Management
Experience
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
Jay Bryant's Merrill Lynch Experience 1997 - 2005
Job Sr Managing Director at CVC Credit Partners
Industry Financial Services
Experience
CVC Capital Partners April 2014 - Present
BlueMountain Capital Management May 2008 - March 2014
Deutsche Bank February 2006 - March 2008
Merrill Lynch 1997 - 2005
Utendahl Capital 1992 - 1996
Skills
Hedge Funds, Fixed Income, Alternative Investments, High Yield, Structured Products, Credit Derivatives, ABS, Derivatives, Capital Markets, CDO, Equities, Structured Finance, Equity Derivatives, Bonds, Asset Managment, Portfolio Management, Valuation, CDS, Bloomberg, MBS, Series 7, Swaps, Financial Markets, Emerging Markets, Options, Trading, Investment Banking, Asset Management, Securities, Interest Rate...
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Harvard University 1985 — 1989
BA, History & East Asian Studies, Heilbrann Scholar
CVC Capital Partners April 2014 - Present
BlueMountain Capital Management May 2008 - March 2014
Deutsche Bank February 2006 - March 2008
Merrill Lynch 1997 - 2005
Utendahl Capital 1992 - 1996
Skills
Hedge Funds, Fixed Income, Alternative Investments, High Yield, Structured Products, Credit Derivatives, ABS, Derivatives, Capital Markets, CDO, Equities, Structured Finance, Equity Derivatives, Bonds, Asset Managment, Portfolio Management, Valuation, CDS, Bloomberg, MBS, Series 7, Swaps, Financial Markets, Emerging Markets, Options, Trading, Investment Banking, Asset Management, Securities, Interest Rate...
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Harvard University 1985 — 1989
BA, History & East Asian Studies, Heilbrann Scholar
Jeff Gelfand's Merrill Lynch Experience October 1983 - June 2003
Job MD, Director of Finance Morgan Stanley Global Wealth Management/Moragan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Wachovia Securities, LLC July 2003 - March 2006
Merrill Lynch October 1983 - June 2003
KPMG Peat Marwick June 1974 - September 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Capital Markets, Equities, Investments, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Valuation, Investment Banking, Wealth Management, Fixed Income, Due Diligence, Risk Management, Securities
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance and Accounting
Cornell University 1968 — 1972
BS, Chem Engineering
Morgan Stanley May 2006 - Present
Wachovia Securities, LLC July 2003 - March 2006
Merrill Lynch October 1983 - June 2003
KPMG Peat Marwick June 1974 - September 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Capital Markets, Equities, Investments, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Valuation, Investment Banking, Wealth Management, Fixed Income, Due Diligence, Risk Management, Securities
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance and Accounting
Cornell University 1968 — 1972
BS, Chem Engineering
Alexandra Lynn's Merrill Lynch Experience March 2006 - February 2009
Job Senior Vice President, Corporate Strategy and Investor Relations at Affiliated Managers Group
Industry Investment Management
Experience
Affiliated Managers Group January 2014 - Present
Affiliated Managers Group June 2010 - December 2013
Affiliated Managers Group February 2009 - June 2010
Merrill Lynch March 2006 - February 2009
Merrill Lynch January 2004 - March 2006
Anne Klein February 2003 - January 2004
Merrill Lynch June 2001 - February 2003
Skills
Series 7, Equities, Hedge Funds, Capital Markets, Series 63, Investment Banking, Bloomberg, Electronic Trading, Financial Modeling, Equity Trading
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
London Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 1997 — 2001
A.B., Economics
Affiliated Managers Group January 2014 - Present
Affiliated Managers Group June 2010 - December 2013
Affiliated Managers Group February 2009 - June 2010
Merrill Lynch March 2006 - February 2009
Merrill Lynch January 2004 - March 2006
Anne Klein February 2003 - January 2004
Merrill Lynch June 2001 - February 2003
Skills
Series 7, Equities, Hedge Funds, Capital Markets, Series 63, Investment Banking, Bloomberg, Electronic Trading, Financial Modeling, Equity Trading
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
London Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 1997 — 2001
A.B., Economics
Dan Aronson, CFA's Merrill Lynch Experience August 2004 - April 2007
Job Director at VelocityShares
Industry Financial Services
Experience
VelocityShares April 2012 - Present
Societe Generale April 2007 - April 2012
Merrill Lynch August 2004 - April 2007
Deutsche Bank August 2002 - August 2004
Deloitte Consulting 1997 - 2000
Skills
Structured Products, Equity Derivatives, Volatility, Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Portfolio Management, Capital Markets, Fund Of Funds, Options, Investment Strategies, Investment Banking, Hedging, Asset Allocation, ETFs, Commodity, Financial Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Finance
VelocityShares April 2012 - Present
Societe Generale April 2007 - April 2012
Merrill Lynch August 2004 - April 2007
Deutsche Bank August 2002 - August 2004
Deloitte Consulting 1997 - 2000
Skills
Structured Products, Equity Derivatives, Volatility, Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Portfolio Management, Capital Markets, Fund Of Funds, Options, Investment Strategies, Investment Banking, Hedging, Asset Allocation, ETFs, Commodity, Financial Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Finance
Jake Shelton's Merrill Lynch Experience July 2005 - July 2007
Job Partner, Hirzel Capital Management
Industry Investment Management
Experience
Hirzel Capital Management May 2011 - Present
Hawkshaw Capital Management October 2010 - May 2011
Viking Global Investors May 2010 - August 2010
JLL Partners August 2007 - June 2009
Merrill Lynch July 2005 - July 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Washington and Lee University 2001 — 2005
BS, BA, Mathematics, Economics
Hirzel Capital Management May 2011 - Present
Hawkshaw Capital Management October 2010 - May 2011
Viking Global Investors May 2010 - August 2010
JLL Partners August 2007 - June 2009
Merrill Lynch July 2005 - July 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Washington and Lee University 2001 — 2005
BS, BA, Mathematics, Economics
Preeta Ragavan's Merrill Lynch Experience June 2006 - August 2006
Job Equity Investment Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2014 - Present
T. Rowe Price May 2013 - August 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, Equity Valuation, Investment Valuation, Capital Markets, Microsoft Excel, FactSet, Microsoft Office, Report Writing, Business Ethics, Investments, Value Investing, Valuation, Equities
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
BA
T. Rowe Price August 2014 - Present
T. Rowe Price May 2013 - August 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, Equity Valuation, Investment Valuation, Capital Markets, Microsoft Excel, FactSet, Microsoft Office, Report Writing, Business Ethics, Investments, Value Investing, Valuation, Equities
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
BA
Caroline Kirwin's Merrill Lynch Experience 2008 - 2010
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - August 2014
Mercer May 2011 - June 2013
Houlihan Lokey June 2010 - May 2011
Merrill Lynch 2008 - 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Strategy, Financial Analysis, Due Diligence, Equities, Investments, Finance, Private Equity
Education
Columbia Business School 2013 — 2015
Wake Forest University 2004 — 2008
Villa Maria 2000 — 2004
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - August 2014
Mercer May 2011 - June 2013
Houlihan Lokey June 2010 - May 2011
Merrill Lynch 2008 - 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Strategy, Financial Analysis, Due Diligence, Equities, Investments, Finance, Private Equity
Education
Columbia Business School 2013 — 2015
Wake Forest University 2004 — 2008
Villa Maria 2000 — 2004
Jim Folan's Merrill Lynch Experience January 1993 - October 2001
Job SVP Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Dan Dolev's Merrill Lynch Experience June 2001 - January 2005
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Claire Borelli's Merrill Lynch Experience October 1994 - April 2009
Job Head of Consumer and Chase Wealth Management HR at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
Peter Toolan's Merrill Lynch Experience September 1999 - July 2004
Job Founder and CEO at Benebone
Industry Consumer Goods
Experience
Benebone January 2013 - Present
Societe Generale June 2009 - October 2014
Barclays Capital July 2004 - April 2009
Merrill Lynch September 1999 - July 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Villanova University 1989 — 1993
B.S., Accounting
Benebone January 2013 - Present
Societe Generale June 2009 - October 2014
Barclays Capital July 2004 - April 2009
Merrill Lynch September 1999 - July 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Villanova University 1989 — 1993
B.S., Accounting
David Berkowitz's Merrill Lynch Experience 1996 - 2003
Job President, Lincoln Financial Network at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group 2003 - 2012
Merrill Lynch 1996 - 2003
KPMG Peat Marwick 1986 - 1996
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
George Washington High School 1977 — 1981
High School
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group 2003 - 2012
Merrill Lynch 1996 - 2003
KPMG Peat Marwick 1986 - 1996
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
George Washington High School 1977 — 1981
High School
Evan Blum's Merrill Lynch Experience June 2000 - August 2001
Job Principal at GlassRatner
Industry Investment Banking
Experience
GlassRatner Advisory & Capital Group February 2009 - Present
Triax Capital Advisors January 2002 - January 2006
Merrill Lynch June 2000 - August 2001
Communications Equity Associates January 1993 - June 2000
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Cornell University 1982 — 1986
ba, Government
The Frisch School 1978 — 1984
HS
GlassRatner Advisory & Capital Group February 2009 - Present
Triax Capital Advisors January 2002 - January 2006
Merrill Lynch June 2000 - August 2001
Communications Equity Associates January 1993 - June 2000
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Cornell University 1982 — 1986
ba, Government
The Frisch School 1978 — 1984
HS
Janice Musselwhite's Merrill Lynch Experience 2003 - 2003
Job Vice President at GAMCO Investors, Inc.
Industry Financial Services
Experience
Gabelli Asset Management August 2004 - Present
Merrill Lynch 2003 - 2003
Legg Mason 2002 - 2002
Skills
Equities, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Investments, Capital Markets, Valuation, Private Equity, Corporate Finance, Asset Allocation, Asset Management, Portfolio Management, Series 63, Mutual Funds, Equity Valuation
Education
Columbia University - Columbia Business School 2011 — 2012
MBA
Duke University 2000 — 2004
BA, Economics
Gabelli Asset Management August 2004 - Present
Merrill Lynch 2003 - 2003
Legg Mason 2002 - 2002
Skills
Equities, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Investments, Capital Markets, Valuation, Private Equity, Corporate Finance, Asset Allocation, Asset Management, Portfolio Management, Series 63, Mutual Funds, Equity Valuation
Education
Columbia University - Columbia Business School 2011 — 2012
MBA
Duke University 2000 — 2004
BA, Economics
Esther Rombaut-Enriquez's Merrill Lynch Experience April 2004 - October 2009
Job Director of Investor Relations at CVC Capital Partners
Industry Financial Services
Experience
CVC Capital Partners September 2012 - Present
Mercury Capital Advisors October 2009 - August 2012
Merrill Lynch April 2004 - October 2009
Merrill Lynch August 1999 - April 2004
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investments, Capital Markets, Alternative Investments, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
MBA / MIA, Finance & International Relations
CVC Capital Partners September 2012 - Present
Mercury Capital Advisors October 2009 - August 2012
Merrill Lynch April 2004 - October 2009
Merrill Lynch August 1999 - April 2004
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investments, Capital Markets, Alternative Investments, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
MBA / MIA, Finance & International Relations
Adeesh Setya's Merrill Lynch Experience May 2000 - May 2009
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley May 2009 - May 2014
Merrill Lynch May 2000 - May 2009
M&T Bank July 1993 - April 2000
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Thapar Institute of Engineering and Technology 1985 — 1989
B Tech, Mechanical Engineering
Morgan Stanley May 2014 - Present
Morgan Stanley May 2009 - May 2014
Merrill Lynch May 2000 - May 2009
M&T Bank July 1993 - April 2000
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Thapar Institute of Engineering and Technology 1985 — 1989
B Tech, Mechanical Engineering
Andrew Dokos, CTP's Merrill Lynch Experience December 1989 - September 2002
Job Treasurer at Reverse Mortage Solutions, Inc.
Industry Financial Services
Experience
Reverse Mortgage Solutions, Inc. May 2013 - Present
ClearPoint Funding December 2011 - Present
Huron Consulting Group February 2011 - December 2011
American Home Mortgage May 2006 - February 2011
Ocwen Financial Corporation September 2002 - May 2006
Merrill Lynch December 1989 - September 2002
Ford Motor Credit Company May 1986 - December 1989
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Banking, Risk Management, Capital Markets
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
Westminster College 1982 — 1986
BS, Economics
Reverse Mortgage Solutions, Inc. May 2013 - Present
ClearPoint Funding December 2011 - Present
Huron Consulting Group February 2011 - December 2011
American Home Mortgage May 2006 - February 2011
Ocwen Financial Corporation September 2002 - May 2006
Merrill Lynch December 1989 - September 2002
Ford Motor Credit Company May 1986 - December 1989
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Banking, Risk Management, Capital Markets
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
Westminster College 1982 — 1986
BS, Economics
Annette Halprin's Merrill Lynch Experience August 1993 - October 1998
Job Client Sales at MarketAxess
Industry Investment Banking
Experience
MarketAxess September 2009 - Present
Dresdner Kleinwort March 2001 - August 2009
JP Morgan May 2000 - March 2001
BNP Paribas April 1999 - April 2000
Merrill Lynch August 1993 - October 1998
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, English, Marketing
MarketAxess September 2009 - Present
Dresdner Kleinwort March 2001 - August 2009
JP Morgan May 2000 - March 2001
BNP Paribas April 1999 - April 2000
Merrill Lynch August 1993 - October 1998
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, English, Marketing
Greg Gartin's Merrill Lynch Experience May 2009 - August 2009
Job MBA Candidate at Columbia Business School
Industry Investment Banking
Experience
Columbia Business School January 2015 - Present
RBC Capital Markets July 2012 - July 2014
RBC Capital Markets July 2009 - June 2012
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Equities, Industry Research, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Investments, Mergers, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance
Columbia Business School January 2015 - Present
RBC Capital Markets July 2012 - July 2014
RBC Capital Markets July 2009 - June 2012
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Equities, Industry Research, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Investments, Mergers, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance
Donato De Donato's Merrill Lynch Experience July 1988 - July 2005
Job Managing Director at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2005 - Present
Merrill Lynch July 1988 - July 2005
Skills
Corporate Development, Valuation, Investment Banking, Mergers, Private Equity, Capital Markets, Financial Modeling, M&A experience, Corporate Finance, LBO
Education
Columbia Business School 1990 — 1991
MBA
Università Commerciale 'Luigi Bocconi' 1982 — 1987
BA, Economics
Sagent Advisors July 2005 - Present
Merrill Lynch July 1988 - July 2005
Skills
Corporate Development, Valuation, Investment Banking, Mergers, Private Equity, Capital Markets, Financial Modeling, M&A experience, Corporate Finance, LBO
Education
Columbia Business School 1990 — 1991
MBA
Università Commerciale 'Luigi Bocconi' 1982 — 1987
BA, Economics
Frederick (Rick) Muller's Merrill Lynch Experience 1993 - 1995
Job Principal at Chatham Capital Group
Industry Financial Services
Experience
Chatham Capital Group 1998 - Present
Crawford Investment Counsel 1995 - 1998
Merrill Lynch 1993 - 1995
Education
Columbia University - Columbia Business School 1991 — 1993
mba, finance
The College of William and Mary 1983 — 1988
BA, Economics
Chatham Capital Group 1998 - Present
Crawford Investment Counsel 1995 - 1998
Merrill Lynch 1993 - 1995
Education
Columbia University - Columbia Business School 1991 — 1993
mba, finance
The College of William and Mary 1983 — 1988
BA, Economics
Antonio Nicolau's Merrill Lynch Experience July 2013 - Present
Job Investment Banking Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Banco BVA S/A December 2009 - April 2011
Credit Suisse October 2004 - December 2009
Skills
Investment Banking, Capital Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Valuation, Asset Management, Financial Institutions, Financial Modeling, Emerging Markets, Fixed Income, Project Finance
Education
Columbia Business School 2011 — 2013
MBA
Fundação Getulio Vargas 2002 — 2006
Business
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Banco BVA S/A December 2009 - April 2011
Credit Suisse October 2004 - December 2009
Skills
Investment Banking, Capital Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Valuation, Asset Management, Financial Institutions, Financial Modeling, Emerging Markets, Fixed Income, Project Finance
Education
Columbia Business School 2011 — 2013
MBA
Fundação Getulio Vargas 2002 — 2006
Business
Bill Evenson's Merrill Lynch Experience 1991 - 1995
Job Senior Director at CIT
Industry Financial Services
Experience
CIT January 1999 - Present
The CIT Group, Inc. 1999 - Present
TD Securities 1995 - 1999
Merrill Lynch 1991 - 1995
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Vassar College 1982 — 1986
BA, Economics and Political Science
CIT January 1999 - Present
The CIT Group, Inc. 1999 - Present
TD Securities 1995 - 1999
Merrill Lynch 1991 - 1995
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Vassar College 1982 — 1986
BA, Economics and Political Science
Douglas Whang's Merrill Lynch Experience 1997 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Galileo Capital 2009 - Present
BlackRock 2006 - 2008
Merrill Lynch 1997 - 2006
Skills
Equity Research, Buy-side, Investments, Financial Analysis, Industry Analysis, Stock Picking, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management
Education
Columbia Business School
MBA, Finance
Cornell University
BA, Economics
Galileo Capital 2009 - Present
BlackRock 2006 - 2008
Merrill Lynch 1997 - 2006
Skills
Equity Research, Buy-side, Investments, Financial Analysis, Industry Analysis, Stock Picking, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management
Education
Columbia Business School
MBA, Finance
Cornell University
BA, Economics
Bilal Rashid's Merrill Lynch Experience April 2005 - October 2008
Job Partner at Orchard First Source Capital
Industry Investment Management
Experience
Ochard First Source Capital 2008 - Present
Merrill Lynch April 2005 - October 2008
Education
Columbia Business School 1997 — 1999
MBA, Finance
Ochard First Source Capital 2008 - Present
Merrill Lynch April 2005 - October 2008
Education
Columbia Business School 1997 — 1999
MBA, Finance
Anyi Lee's Merrill Lynch Experience 2007 - 2009
Job Capital Markets Origination, Global Structured Debt
Industry Capital Markets
Experience
Citi November 2014 - Present
Deutsche Bank 2012 - November 2014
Deutsche Bank 2011 - 2011
BBVA 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
J.P. Morgan 2005 - 2005
Skills
Capital Markets, Aviation, Corporate Finance, Structured Finance, Economics, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Citi November 2014 - Present
Deutsche Bank 2012 - November 2014
Deutsche Bank 2011 - 2011
BBVA 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
J.P. Morgan 2005 - 2005
Skills
Capital Markets, Aviation, Corporate Finance, Structured Finance, Economics, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Jason Urban's Merrill Lynch Experience January 2001 - January 2002
Job Partner at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2000 - Present
Morgan Stanley January 2004 - January 2009
Merrill Lynch January 2001 - January 2002
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
The University of Kansas 1996 — 2000
BS, Business
Ernst & Young July 2000 - Present
Morgan Stanley January 2004 - January 2009
Merrill Lynch January 2001 - January 2002
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
The University of Kansas 1996 — 2000
BS, Business
Fred Kneip's Merrill Lynch Experience 1996 - 1998
Job Senior Management Associate, Head of Security at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates August 2011 - Present
McKinsey & Company August 2004 - August 2011
Palladium Equity Partners 2000 - 2002
Holberg Industries 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Mergers, Management Consulting, Strategic Planning, Business Strategy
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Princeton University 1992 — 1996
BSE, Civil Engineering
Bridgewater Associates August 2011 - Present
McKinsey & Company August 2004 - August 2011
Palladium Equity Partners 2000 - 2002
Holberg Industries 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Mergers, Management Consulting, Strategic Planning, Business Strategy
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Princeton University 1992 — 1996
BSE, Civil Engineering
James Boylan's Merrill Lynch Experience April 1997 - May 2009
Job Head of IBK at Leerink Partners LLC
Industry Investment Banking
Experience
Leerink Partners LLC May 2009 - Present
Merrill Lynch April 1997 - May 2009
Skills
Bloomberg, Capital Markets, Corporate Development, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Strategy, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
Mba, Finance
Lehigh University 1985 — 1989
Bs, Finance
Leerink Partners LLC May 2009 - Present
Merrill Lynch April 1997 - May 2009
Skills
Bloomberg, Capital Markets, Corporate Development, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Strategy, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
Mba, Finance
Lehigh University 1985 — 1989
Bs, Finance
James Kim's Merrill Lynch Experience December 2003 - May 2004
Job Director of Corporate Development at Poydras Gaming Finance Corp.
Industry Investment Banking
Experience
Poydras Gaming Finance Corp. 2014 - Present
Houlihan Lokey 2011 - 2014
Forest Laboratories June 2010 - May 2011
Cain Brothers January 2007 - April 2009
Cain Brothers June 2004 - December 2006
Merrill Lynch December 2003 - May 2004
National Basketball Association November 2003 - May 2004
Morgan Stanley 2003 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Equities, Due Diligence, Mergers, Investment Banking, LBO, Investments, Business Strategy, Mergers & Acquisitions, Restructuring, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Healthcare
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, CPA Accounting
Poydras Gaming Finance Corp. 2014 - Present
Houlihan Lokey 2011 - 2014
Forest Laboratories June 2010 - May 2011
Cain Brothers January 2007 - April 2009
Cain Brothers June 2004 - December 2006
Merrill Lynch December 2003 - May 2004
National Basketball Association November 2003 - May 2004
Morgan Stanley 2003 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Equities, Due Diligence, Mergers, Investment Banking, LBO, Investments, Business Strategy, Mergers & Acquisitions, Restructuring, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Healthcare
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, CPA Accounting
Chien Chern Khor's Merrill Lynch Experience October 2006 - December 2009
Job Bank of America / Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch January 2010 - August 2013
Merrill Lynch October 2006 - December 2009
Skills
Capital Markets, Equity Derivatives, C#, Test Driven Development, Agile Methodologies, Credit Derivatives, Investment Banking
Education
Columbia University - Columbia Business School 2011 — 2013
Executive Master of Business Administration (MBA)
Cornell University 2003 — 2005
Bachelor of Science (B.Sc.), Electrical and Computer Engineering
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch January 2010 - August 2013
Merrill Lynch October 2006 - December 2009
Skills
Capital Markets, Equity Derivatives, C#, Test Driven Development, Agile Methodologies, Credit Derivatives, Investment Banking
Education
Columbia University - Columbia Business School 2011 — 2013
Executive Master of Business Administration (MBA)
Cornell University 2003 — 2005
Bachelor of Science (B.Sc.), Electrical and Computer Engineering
James K. Mason's Merrill Lynch Experience 1978 - 1995
Job Reformed Investment Banker
Industry Financial Services
Experience
Bank of New York 1998 - 2006
UBS 1996 - 1998
Merrill Lynch 1978 - 1995
WRDU-TV (NBC) 1975 - 1977
WTVD-TV (CBS) 1973 - 1975
Education
Columbia Business School 1977 — 1978
MBA, Finance, Accounting
Duke University 1969 — 1973
BA, Psychology, Economics
Bank of New York 1998 - 2006
UBS 1996 - 1998
Merrill Lynch 1978 - 1995
WRDU-TV (NBC) 1975 - 1977
WTVD-TV (CBS) 1973 - 1975
Education
Columbia Business School 1977 — 1978
MBA, Finance, Accounting
Duke University 1969 — 1973
BA, Psychology, Economics
Anthony P. Giorgio's Merrill Lynch Experience April 2000 - July 2001
Job President at CIM Partners LLC
Industry Financial Services
Experience
CIM Partners LLC January 2011 - Present
Arsenal Capital Partners January 2008 - December 2010
Symyx Technologies February 2007 - December 2007
International Specialty Products June 2003 - February 2007
Merrill Lynch April 2000 - July 2001
TM Capital May 1996 - March 2000
Sun Chemical May 1995 - September 1995
Skills
Strategic Planning, Business Strategy, Mergers, M&A experience, Private Equity/Venture..., Corporate Development, Mergers & Acquisitions, Manufacturing, Private Equity, Polymers, Plastics, Coatings, Materials, Due Diligence
Education
Columbia Business School 2002 — 2003
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1991 — 1996
BSE, Chem Eng/ BS Finance Wharton
CIM Partners LLC January 2011 - Present
Arsenal Capital Partners January 2008 - December 2010
Symyx Technologies February 2007 - December 2007
International Specialty Products June 2003 - February 2007
Merrill Lynch April 2000 - July 2001
TM Capital May 1996 - March 2000
Sun Chemical May 1995 - September 1995
Skills
Strategic Planning, Business Strategy, Mergers, M&A experience, Private Equity/Venture..., Corporate Development, Mergers & Acquisitions, Manufacturing, Private Equity, Polymers, Plastics, Coatings, Materials, Due Diligence
Education
Columbia Business School 2002 — 2003
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1991 — 1996
BSE, Chem Eng/ BS Finance Wharton
Daniel Zimbaldi, CFA's Merrill Lynch Experience July 1999 - May 2002
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Christopher Moffatt's Merrill Lynch Experience 2000 - 2003
Job CEO at Corrib Biofuels Holdings
Industry Financial Services
Experience
Corrib Biofuels Holdings October 2013 - Present
Corrib Biofuels Holdings October 2012 - Present
Angelo, Gordon & Co. February 2012 - September 2012
Evolution Energies LLC 2009 - September 2012
Bear Stearns 2007 - 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Merrill Lynch 2000 - 2003
KPMG 1996 - 1999
Skills
Investment Banking, Asset Management, Accounting
Education
Columbia Business School 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accounting
Loyola School
High School
Corrib Biofuels Holdings October 2013 - Present
Corrib Biofuels Holdings October 2012 - Present
Angelo, Gordon & Co. February 2012 - September 2012
Evolution Energies LLC 2009 - September 2012
Bear Stearns 2007 - 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Merrill Lynch 2000 - 2003
KPMG 1996 - 1999
Skills
Investment Banking, Asset Management, Accounting
Education
Columbia Business School 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accounting
Loyola School
High School
Ira Silverstein's Merrill Lynch Experience August 1983 - January 1988
Job Financial Advisor at Wealth Advisory Group LLC
Industry Financial Services
Experience
Wealth Advisory Group LLC November 2005 - Present
Nationwide Insurance April 1996 - October 2005
Merrill Lynch August 1983 - January 1988
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Fixed Annuities, Securities, Wealth, Investment Advisory, Financial Advisory
Education
Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Columbia University - School of International and Public Affairs 1974 — 1977
MIA, International Relations and Affairs and Russian Studies
Wealth Advisory Group LLC November 2005 - Present
Nationwide Insurance April 1996 - October 2005
Merrill Lynch August 1983 - January 1988
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Fixed Annuities, Securities, Wealth, Investment Advisory, Financial Advisory
Education
Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Columbia University - School of International and Public Affairs 1974 — 1977
MIA, International Relations and Affairs and Russian Studies
Anil Suri's Merrill Lynch Experience 1994 - 1995
Job Chief Risk and Audit Officer at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company 2010 - Present
Wells Fargo 2007 - 2009
Consultant 2003 - 2007
E-lecTrade, Inc 1999 - 2003
The Risk Partners 1997 - 1999
Ferrell Capital Management 1996 - 1997
Capital Market Risk Advisors 1995 - 1996
Merrill Lynch 1994 - 1995
Yale University 1990 - 1993
Harvard University 1988 - 1990
Skills
Finance, Risk, Financial Modeling, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Energy, Portfolio Management, Management
Education
Columbia Business School 1994 — 1996
MBA, Finance
Harvard University 1982 — 1988
PhD, Fluid Turbulence
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor's degree, Mechanical Engineering
Pacific Gas and Electric Company 2010 - Present
Wells Fargo 2007 - 2009
Consultant 2003 - 2007
E-lecTrade, Inc 1999 - 2003
The Risk Partners 1997 - 1999
Ferrell Capital Management 1996 - 1997
Capital Market Risk Advisors 1995 - 1996
Merrill Lynch 1994 - 1995
Yale University 1990 - 1993
Harvard University 1988 - 1990
Skills
Finance, Risk, Financial Modeling, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Energy, Portfolio Management, Management
Education
Columbia Business School 1994 — 1996
MBA, Finance
Harvard University 1982 — 1988
PhD, Fluid Turbulence
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor's degree, Mechanical Engineering
Jack Yang's Merrill Lynch Experience July 1994 - August 2002
Job Head of the Americas, Global Head of Business Development at Alcentra
Industry Investment Management
Experience
The Alcentra Group March 2013 - April 2014
Onex Credit Partners June 2010 - March 2012
Highland Capital Management, L.P. May 2003 - August 2009
Merrill Lynch July 1994 - August 2002
Chemical Securities, Inc. June 1983 - July 1994
Skills
Alternative Investments, Capital Markets, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Leveraged Finance, Business Development, Investor Relations, Institutional Sales, Product Management, Media Relations, Structured Finance, LBO, Fixed Income, Venture Capital, Investments, Finance, Financial Structuring, Emerging Markets, Equities, Asset Management, Financial Modeling, Due Diligence, Structured Products, Bonds, Investment Banking, Investment Management, Portfolio Management, Valuation, Private Placements, Corporate Development
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Columbia Business School
Master of Business Administration (M.B.A.)
The Alcentra Group March 2013 - April 2014
Onex Credit Partners June 2010 - March 2012
Highland Capital Management, L.P. May 2003 - August 2009
Merrill Lynch July 1994 - August 2002
Chemical Securities, Inc. June 1983 - July 1994
Skills
Alternative Investments, Capital Markets, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Leveraged Finance, Business Development, Investor Relations, Institutional Sales, Product Management, Media Relations, Structured Finance, LBO, Fixed Income, Venture Capital, Investments, Finance, Financial Structuring, Emerging Markets, Equities, Asset Management, Financial Modeling, Due Diligence, Structured Products, Bonds, Investment Banking, Investment Management, Portfolio Management, Valuation, Private Placements, Corporate Development
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Columbia Business School
Master of Business Administration (M.B.A.)
Alex Mautone, CFA's Merrill Lynch Experience 2007 - 2009
Job Vice President at Mitsubishi UFJ Securities (USA), Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. 2009 - Present
Merrill Lynch 2007 - 2009
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wesleyan University 2003 — 2007
Bachelor of Arts (BA), Economics
Mitsubishi UFJ Securities (USA), Inc. 2009 - Present
Merrill Lynch 2007 - 2009
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wesleyan University 2003 — 2007
Bachelor of Arts (BA), Economics
David Cohen, CFA's Merrill Lynch Experience 1999 - 2001
Job Managing Director at Deloitte
Industry Financial Services
Experience
Deloitte & Touche 2009 - 2012
KPMG 2004 - 2009
J.P. Morgan 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
CFA
Education
Columbia University - Columbia Business School
MBA
New York University 1995 — 1999
Bachelor's degree, Finance
Deloitte & Touche 2009 - 2012
KPMG 2004 - 2009
J.P. Morgan 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
CFA
Education
Columbia University - Columbia Business School
MBA
New York University 1995 — 1999
Bachelor's degree, Finance
Christopher Retzler's Merrill Lynch Experience 1994 - 2002
Job Portfolio Manager at Needham Asset Management
Industry Investment Management
Experience
Needham Asset Management 2005 - Present
Winterkorn 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Wealth Management, Investment Advisory, Securities, Due Diligence, Asset Allocation, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Bucknell Univeristy 1989 — 1993
Bachelor of Arts (BA), Economics and Latin American Studies
Greenwich High School 1986 — 1989
Brunswick School 1976 — 1986
Needham Asset Management 2005 - Present
Winterkorn 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Wealth Management, Investment Advisory, Securities, Due Diligence, Asset Allocation, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Bucknell Univeristy 1989 — 1993
Bachelor of Arts (BA), Economics and Latin American Studies
Greenwich High School 1986 — 1989
Brunswick School 1976 — 1986
Faisal Nisar's Merrill Lynch Experience July 1996 - July 1999
Job Partner at Baker Capital
Industry Venture Capital & Private Equity
Experience
Baker Capital July 1999 - Present
Merrill Lynch July 1996 - July 1999
Skills
Growth Capital, Buyouts, Investment Banking, Venture Capital, Entrepreneurship, Corporate Finance, Private Equity, Capital, Mergers, Strategy, Management, Mergers & Acquisitions, Due Diligence, Corporate Governance, Restructuring, Investments, Valuation
Education
Columbia Business School
Master of Business Administration (M.B.A.)
University of Rochester
Bachelor's degree, Electrical Engineering & Economics
Baker Capital July 1999 - Present
Merrill Lynch July 1996 - July 1999
Skills
Growth Capital, Buyouts, Investment Banking, Venture Capital, Entrepreneurship, Corporate Finance, Private Equity, Capital, Mergers, Strategy, Management, Mergers & Acquisitions, Due Diligence, Corporate Governance, Restructuring, Investments, Valuation
Education
Columbia Business School
Master of Business Administration (M.B.A.)
University of Rochester
Bachelor's degree, Electrical Engineering & Economics
Doreen Frasca's Merrill Lynch Experience June 1980 - July 1995
Job President and Principal at Frasca & Associates LLC
Industry Financial Services
Experience
Frasca & Associates LLC October 1997 - Present
Merrill Lynch June 1980 - July 1995
Dillon Read & Co Inc. June 1977 - December 1979
Skills
Finance, Investment Banking
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Wheaton College (MA)
Bachelor of Arts (B.A.), History and Government
Frasca & Associates LLC October 1997 - Present
Merrill Lynch June 1980 - July 1995
Dillon Read & Co Inc. June 1977 - December 1979
Skills
Finance, Investment Banking
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Wheaton College (MA)
Bachelor of Arts (B.A.), History and Government
Andrea Feldman's Merrill Lynch Experience June 2002 - August 2002
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Self-Employed January 2011 - June 2014
AllianceBernstein 2003 - 2010
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Picard International 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Research, Asset Managment, Due Diligence, Market Research, Project Management, Negotiating Fees, Operating Budgets, Revenue Forecasting, Executive Search, Strategic Planning, Asset Management, Hedge Funds, Business Strategy, Equities
Education
Columbia Business School
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs
MIA
Williams College
Bachelor of Arts (B.A.), Psychology
J.P. Morgan October 2014 - Present
Self-Employed January 2011 - June 2014
AllianceBernstein 2003 - 2010
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Picard International 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Research, Asset Managment, Due Diligence, Market Research, Project Management, Negotiating Fees, Operating Budgets, Revenue Forecasting, Executive Search, Strategic Planning, Asset Management, Hedge Funds, Business Strategy, Equities
Education
Columbia Business School
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs
MIA
Williams College
Bachelor of Arts (B.A.), Psychology
Jeffrey Panzo's Merrill Lynch Experience September 2002 - March 2006
Job
Industry Financial Services
Experience
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank