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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Casey Martinez Casey Martinez's Merrill Lynch Experience January 2012 - May 2012
Job Corporate Responsibility Intern at JPMorgan Chase & Co.
Industry International Affairs
Experience
JPMorgan Chase & Co. March 2015 - Present
Kappa Alpha Theta Headquarters July 2013 - May 2014
Columbia University School of International and Public Affairs September 2011 - December 2012
Merrill Lynch January 2012 - May 2012
WorldTeach June 2011 - August 2011
The Interfaith Center of New York January 2011 - May 2011
Skills
Microsoft Office, Spanish, PowerPoint, Research, Event Planning, Editing, Nonprofits, Social Media, Community Outreach, Fundraising, Microsoft Excel, Public Speaking, Microsoft Word, Blogging, Volunteer Management, Economics, Public Relations, Social Networking, Statistics, English
Education
Columbia University - School of International and Public Affairs 2014 — 2015
Master of International Affairs, Human Rights and Management
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Religion and Human Rights
The Lawrenceville School 2006 — 2009
High School Diploma
JPMorgan Chase & Co. March 2015 - Present
Kappa Alpha Theta Headquarters July 2013 - May 2014
Columbia University School of International and Public Affairs September 2011 - December 2012
Merrill Lynch January 2012 - May 2012
WorldTeach June 2011 - August 2011
The Interfaith Center of New York January 2011 - May 2011
Skills
Microsoft Office, Spanish, PowerPoint, Research, Event Planning, Editing, Nonprofits, Social Media, Community Outreach, Fundraising, Microsoft Excel, Public Speaking, Microsoft Word, Blogging, Volunteer Management, Economics, Public Relations, Social Networking, Statistics, English
Education
Columbia University - School of International and Public Affairs 2014 — 2015
Master of International Affairs, Human Rights and Management
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Religion and Human Rights
The Lawrenceville School 2006 — 2009
High School Diploma
PATRICK PAPPANO PATRICK PAPPANO's Merrill Lynch Experience 2005 - 2009
Job Sole Proprietor at Cardyf Company Investments
Industry Civil Engineering
Experience
Patrick Pappano October 2013 - Present
Cardyf Company Investments October 2013 - Present
Cardyf Company 2011 - Present
Merrill Lynch 2005 - 2009
UBS August 2004 - April 2005
Skills
Marketing / Sales, Bridge, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Sales, Retirement, Asset Management, 401k, New Business Development, Series 7, Finance, Business Planning, Asset Allocation, Business Development, Manufacturing, Strategic Planning, Negotiation, Business Strategy, Product Development, Contract Negotiation, Energy, Sales Management, Operations Management, Product Marketing, Management, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Science (MS), Business/Commerce, General
Ohio University 1961 — 1966
Bachelor of Fine Arts (BFA), Industrial and Product Design, A+
Patrick Pappano October 2013 - Present
Cardyf Company Investments October 2013 - Present
Cardyf Company 2011 - Present
Merrill Lynch 2005 - 2009
UBS August 2004 - April 2005
Skills
Marketing / Sales, Bridge, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Sales, Retirement, Asset Management, 401k, New Business Development, Series 7, Finance, Business Planning, Asset Allocation, Business Development, Manufacturing, Strategic Planning, Negotiation, Business Strategy, Product Development, Contract Negotiation, Energy, Sales Management, Operations Management, Product Marketing, Management, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Science (MS), Business/Commerce, General
Ohio University 1961 — 1966
Bachelor of Fine Arts (BFA), Industrial and Product Design, A+
Matt Avery Matt Avery's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Sports
Experience
Merrill Lynch October 2011 - Present
Prospects Sports Training December 2008 - August 2011
Chicago Cubs June 2005 - December 2008
Skills
Investments, Fundraising
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
Bachelor of Arts, Government
Landon
Merrill Lynch October 2011 - Present
Prospects Sports Training December 2008 - August 2011
Chicago Cubs June 2005 - December 2008
Skills
Investments, Fundraising
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
Bachelor of Arts, Government
Landon
Enrique Lara Enrique Lara's Merrill Lynch Experience November 2005 - January 2009
Job Enrique Lara Real Estate
Industry Real Estate
Experience
Enrique Lara, Sole proprietor April 2013 - Present
The Continental Group January 2013 - December 2013
LT Wealth Group, LLC April 2012 - February 2013
Bank of America April 2012 - July 2012
Itau-Unibanco July 2011 - March 2012
HSBC North America 2010 - July 2011
The Lara Club, Inc February 2010 - November 2010
Brookville Capital Partners, LLC May 2010 - August 2010
Merrill Lynch November 2005 - January 2009
Skills
Wealth Management, Asset Managment, Banking, Investments, Real Estate, Negotiation, Business Strategy, Asset Management, Corporate Finance, Management, Financial Modeling, Due Diligence, Residential Homes, Real Estate Economics, Valuation, Portfolio Management, Real Estate Development, Financial Analysis, Finance, Investors, Investment Properties, Property, Commercial Real Estate, Acquisitions, Disposition, Corporate Real Estate, Real Estate Financing, Real Estate Transactions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2009 — 2010
MSRED, REAL ESTATE DEVELOPMENT
Enrique Lara, Sole proprietor April 2013 - Present
The Continental Group January 2013 - December 2013
LT Wealth Group, LLC April 2012 - February 2013
Bank of America April 2012 - July 2012
Itau-Unibanco July 2011 - March 2012
HSBC North America 2010 - July 2011
The Lara Club, Inc February 2010 - November 2010
Brookville Capital Partners, LLC May 2010 - August 2010
Merrill Lynch November 2005 - January 2009
Skills
Wealth Management, Asset Managment, Banking, Investments, Real Estate, Negotiation, Business Strategy, Asset Management, Corporate Finance, Management, Financial Modeling, Due Diligence, Residential Homes, Real Estate Economics, Valuation, Portfolio Management, Real Estate Development, Financial Analysis, Finance, Investors, Investment Properties, Property, Commercial Real Estate, Acquisitions, Disposition, Corporate Real Estate, Real Estate Financing, Real Estate Transactions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2009 — 2010
MSRED, REAL ESTATE DEVELOPMENT
Terry Boyle Terry Boyle's Merrill Lynch Experience June 1995 - July 1997
Job CEO & Executive Group Chair at Vistage International
Industry Management Consulting
Experience
Vistage International April 2014 - Present
BOYLE ADVISORY GROUP, LLC May 2004 - March 2014
Lennox International November 2006 - April 2007
Merrill Lynch June 1995 - July 1997
Skills
Stewardship, Leadership Development, Business Transformation, Accountability, Breakthrough, Giving, Purpose, Humility, Integrity, Character, Compassion, Vision Development, Emotional Freedom, Deliverance, Forgiveness, Consulting, Start-ups, Entrepreneurship, Leadership, Strategic Planning, Management, Mergers & Acquisitions, Team Building, Strategy, Business Planning, Program Management, Business Development, Business Strategy, Finance
Education
Columbia University - Columbia Business School 2002 — 2004
Finance
Vistage International April 2014 - Present
BOYLE ADVISORY GROUP, LLC May 2004 - March 2014
Lennox International November 2006 - April 2007
Merrill Lynch June 1995 - July 1997
Skills
Stewardship, Leadership Development, Business Transformation, Accountability, Breakthrough, Giving, Purpose, Humility, Integrity, Character, Compassion, Vision Development, Emotional Freedom, Deliverance, Forgiveness, Consulting, Start-ups, Entrepreneurship, Leadership, Strategic Planning, Management, Mergers & Acquisitions, Team Building, Strategy, Business Planning, Program Management, Business Development, Business Strategy, Finance
Education
Columbia University - Columbia Business School 2002 — 2004
Finance
Peter Leffler Peter Leffler's Merrill Lynch Experience 1999 - 2001
Job Managing Director at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management March 2005 - Present
Fitch Ratings 2003 - 2005
Commerzbank AG 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Alternative Investments, Fixed Income, Series 7, Asset Management, Investment Strategies, ABS, Structured Finance, Institutional Investors, Capital Markets, Institutional..., Derivatives, Bloomberg, Equities, Asset Managment, Structured Products, Securities, Investment Management
Education
Columbia Business School 1997 — 1999
Masters in Business, Finance
Lafayette College 1990 — 1994
Bachelor of Science, Civil and Environmental Engineering, Magna Cum Laude
BlackRock Financial Management March 2005 - Present
Fitch Ratings 2003 - 2005
Commerzbank AG 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Alternative Investments, Fixed Income, Series 7, Asset Management, Investment Strategies, ABS, Structured Finance, Institutional Investors, Capital Markets, Institutional..., Derivatives, Bloomberg, Equities, Asset Managment, Structured Products, Securities, Investment Management
Education
Columbia Business School 1997 — 1999
Masters in Business, Finance
Lafayette College 1990 — 1994
Bachelor of Science, Civil and Environmental Engineering, Magna Cum Laude
Deborah Lieu Deborah Lieu's Merrill Lynch Experience 1996 - 1999
Job Head of Strategy, Aetna Int'l
Industry Insurance
Experience
Aetna April 2013 - Present
The Hartford June 2008 - April 2013
United Technologies January 2004 - June 2008
Merrill Lynch 1996 - 1999
Skills
Strategy, Strategic Planning, Business Strategy, Strategic Communications, Marketing Strategy, Management, Investment Banking, M&A, Integration, Restructuring, Program Management, Business Development, Business Intelligence, Health Insurance, Insurance, Leadership, Process Improvement, Change Management, Strategic Partnerships, Analytics
Education
Columbia University - School of International and Public Affairs 1994 — 1996
International Banking & Finance, Master of International Affairs
Columbia University - Barnard College 1991 — 1995
Political Science, Bachelor of Arts (B.A.)
Aetna April 2013 - Present
The Hartford June 2008 - April 2013
United Technologies January 2004 - June 2008
Merrill Lynch 1996 - 1999
Skills
Strategy, Strategic Planning, Business Strategy, Strategic Communications, Marketing Strategy, Management, Investment Banking, M&A, Integration, Restructuring, Program Management, Business Development, Business Intelligence, Health Insurance, Insurance, Leadership, Process Improvement, Change Management, Strategic Partnerships, Analytics
Education
Columbia University - School of International and Public Affairs 1994 — 1996
International Banking & Finance, Master of International Affairs
Columbia University - Barnard College 1991 — 1995
Political Science, Bachelor of Arts (B.A.)
John Engquist John Engquist's Merrill Lynch Experience August 2007 - December 2008
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group April 2014 - Present
IDEAS Portfolio Management, an independent firm August 2012 - April 2014
Merrill Lynch August 2007 - December 2008
Ameriprise Financial Services, Inc. January 2005 - August 2007
BD September 1998 - March 2000
BD May 1996 - August 1998
Coopers & Lybrand Consulting 1988 - 1995
Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
General Motors Institute of Technology 1977 — 1982
Bachelor of Mechanical Engineering, BME
WealthSpan Financial Group April 2014 - Present
IDEAS Portfolio Management, an independent firm August 2012 - April 2014
Merrill Lynch August 2007 - December 2008
Ameriprise Financial Services, Inc. January 2005 - August 2007
BD September 1998 - March 2000
BD May 1996 - August 1998
Coopers & Lybrand Consulting 1988 - 1995
Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
General Motors Institute of Technology 1977 — 1982
Bachelor of Mechanical Engineering, BME
William Holden's Merrill Lynch Experience June 1997 - January 2001
Job Director at Alvarez & Marsal
Industry Executive Office
Experience
Alvarez & Marsal February 2013 - Present
Boathouse Group, LLC April 2009 - January 2013
Training the Street January 2010 - January 2012
Greenhill & Co. February 2007 - March 2009
Rhone Group January 2006 - February 2007
Everett & Solsvig January 2003 - December 2005
Merrill Lynch June 1997 - January 2001
Skills
Restructuring, Credit, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Analysis, Strategic Planning, Forecasting, Negotiation, Banking, Budgeting, Investment Banking, Planning, Capital Markets, Excel, Valuation, Change Management, Process Improvement, Cash Flow, Due Diligence, Microsoft Office, Business Strategy, Cross-functional Team..., Business Development, Mergers & Acquisitions, Management, Financial Structuring, Finance, Private Equity, Corporate Development
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Operations
Skidmore College 1991 — 1995
B.S., Business Administration
Noble and Greenough School 1987 — 1991
High School
Dexter School 1984 — 1987
Grade School
Alvarez & Marsal February 2013 - Present
Boathouse Group, LLC April 2009 - January 2013
Training the Street January 2010 - January 2012
Greenhill & Co. February 2007 - March 2009
Rhone Group January 2006 - February 2007
Everett & Solsvig January 2003 - December 2005
Merrill Lynch June 1997 - January 2001
Skills
Restructuring, Credit, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Analysis, Strategic Planning, Forecasting, Negotiation, Banking, Budgeting, Investment Banking, Planning, Capital Markets, Excel, Valuation, Change Management, Process Improvement, Cash Flow, Due Diligence, Microsoft Office, Business Strategy, Cross-functional Team..., Business Development, Mergers & Acquisitions, Management, Financial Structuring, Finance, Private Equity, Corporate Development
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Operations
Skidmore College 1991 — 1995
B.S., Business Administration
Noble and Greenough School 1987 — 1991
High School
Dexter School 1984 — 1987
Grade School
Yinan Zhao Yinan Zhao's Merrill Lynch Experience May 2007 - March 2009
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Elm Ridge Management May 2015 - July 2015
Totem Point Management October 2014 - January 2015
Susquehanna International Group February 2010 - April 2014
Wedbush Morgan Securities April 2009 - February 2010
Merrill Lynch May 2007 - March 2009
Skills
Equity Research, Valuation, Financial Modeling, Equity Valuation, Competitive Analysis, Equities, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
Cornell University 2006 — 2007
M. Eng, Electrical Engineering
Stanford University 2002 — 2006
BS, Electrical Engineering
Bishop Guertin 1998 — 2002
Elm Ridge Management May 2015 - July 2015
Totem Point Management October 2014 - January 2015
Susquehanna International Group February 2010 - April 2014
Wedbush Morgan Securities April 2009 - February 2010
Merrill Lynch May 2007 - March 2009
Skills
Equity Research, Valuation, Financial Modeling, Equity Valuation, Competitive Analysis, Equities, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
Cornell University 2006 — 2007
M. Eng, Electrical Engineering
Stanford University 2002 — 2006
BS, Electrical Engineering
Bishop Guertin 1998 — 2002
Annabella Kwei Annabella Kwei's Merrill Lynch Experience August 2011 - August 2011
Job Student at Columbia University, School of International Affairs
Industry Financial Services
Experience
Credit Suisse June 2014 - August 2014
PwC June 2013 - July 2013
Merrill Lynch August 2011 - August 2011
Silver Eagle International Ltd. June 2011 - June 2011
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Masters of International Affairs, International Finance and Economic Policy
Barnard College, Columbia University 2011 — 2015
Bachelor of Arts (BA), Philosophy and Psychology
Canadian International School of Hong Kong 2007 — 2011
IB and OSSD
Credit Suisse June 2014 - August 2014
PwC June 2013 - July 2013
Merrill Lynch August 2011 - August 2011
Silver Eagle International Ltd. June 2011 - June 2011
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Masters of International Affairs, International Finance and Economic Policy
Barnard College, Columbia University 2011 — 2015
Bachelor of Arts (BA), Philosophy and Psychology
Canadian International School of Hong Kong 2007 — 2011
IB and OSSD
Jungah Sophie Byun Jungah Sophie Byun's Merrill Lynch Experience January 2008 - April 2008
Job Georgetown MBA 2017 | Economic & Data Analysis Professional
Industry Public Policy
Experience
CEIC Data July 2011 - June 2015
Asia Society August 2010 - December 2010
UNDP and Millennium Villages January 2010 - May 2010
Samsung Economic Research Institute June 2009 - September 2009
Merrill Lynch January 2008 - April 2008
Kim & Chang May 2003 - August 2003
Skills
Economics, Policy Analysis, International Relations, Econometrics, Macroeconomics, International Economics, Economic Research, International..., Research, Qualitative Research
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs 2008 — 2010
Master's degree, International Economic Policy
University of California, Berkeley 2007 — 2008
International Diploma Program, International Business
Washington University in St. Louis 2002 — 2005
Bachelor of Science (BS), Economics & French
CEIC Data July 2011 - June 2015
Asia Society August 2010 - December 2010
UNDP and Millennium Villages January 2010 - May 2010
Samsung Economic Research Institute June 2009 - September 2009
Merrill Lynch January 2008 - April 2008
Kim & Chang May 2003 - August 2003
Skills
Economics, Policy Analysis, International Relations, Econometrics, Macroeconomics, International Economics, Economic Research, International..., Research, Qualitative Research
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs 2008 — 2010
Master's degree, International Economic Policy
University of California, Berkeley 2007 — 2008
International Diploma Program, International Business
Washington University in St. Louis 2002 — 2005
Bachelor of Science (BS), Economics & French
Tracy (Nyffeler) Pike Tracy (Nyffeler) Pike's Merrill Lynch Experience July 1998 - May 2008
Job Head of SubAdvisor Oversight at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Janus Capital Group July 2010 - October 2014
Women's Development Society; Dehradun, India June 2008 - April 2009
Merrill Lynch July 1998 - May 2008
Merrill Lynch Japan Securities, Tokyo, Japan February 1998 - July 1998
Merrill Lynch - London May 1996 - February 1998
Skills
Analysis, Research, Investment Management..., Marketing, Series 7, Investment Management, Mutual Funds, Asset Management, Investments, Strategy, Portfolio Management, Leadership, Due Diligence, Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Nebraska-Lincoln 1992 — 1996
B.S., Mathematics
Charles Schwab October 2014 - Present
Janus Capital Group July 2010 - October 2014
Women's Development Society; Dehradun, India June 2008 - April 2009
Merrill Lynch July 1998 - May 2008
Merrill Lynch Japan Securities, Tokyo, Japan February 1998 - July 1998
Merrill Lynch - London May 1996 - February 1998
Skills
Analysis, Research, Investment Management..., Marketing, Series 7, Investment Management, Mutual Funds, Asset Management, Investments, Strategy, Portfolio Management, Leadership, Due Diligence, Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Nebraska-Lincoln 1992 — 1996
B.S., Mathematics
Andrew Cappello's Merrill Lynch Experience June 2012 - September 2012
Job Relationship Services at Commonwealth Bank
Industry Financial Services
Experience
Commonwealth Bank March 2015 - Present
Skip Hop February 2015 - March 2015
Vigliano Associates October 2014 - December 2014
Grove/Atlantic, Inc. September 2014 - October 2014
Columbia University Graduate School of Journalism June 2014 - August 2014
Engineering is Elementary - Museum of Science February 2014 - June 2014
Lyndersay Digital Photography August 2013 - December 2013
Trinity College - Hartford June 2013 - August 2013
Trinity College Implementation Committee November 2012 - May 2013
Merrill Lynch June 2012 - September 2012
Skills
Leadership, Analysis, Project Planning, Research, Public Speaking, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Fundraising, Microsoft Word, Social Networking, Public Relations, Marketing, Teamwork, Editing, Event Planning, Writing, Management
Education
Columbia University - Graduate School of Journalism 2014 — 2014
Columbia Publishing Course, Publishing
Trinity College 2008 — 2013
Bachelor of Arts, English
Manchester West High School 2004 — 2008
Commonwealth Bank March 2015 - Present
Skip Hop February 2015 - March 2015
Vigliano Associates October 2014 - December 2014
Grove/Atlantic, Inc. September 2014 - October 2014
Columbia University Graduate School of Journalism June 2014 - August 2014
Engineering is Elementary - Museum of Science February 2014 - June 2014
Lyndersay Digital Photography August 2013 - December 2013
Trinity College - Hartford June 2013 - August 2013
Trinity College Implementation Committee November 2012 - May 2013
Merrill Lynch June 2012 - September 2012
Skills
Leadership, Analysis, Project Planning, Research, Public Speaking, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Fundraising, Microsoft Word, Social Networking, Public Relations, Marketing, Teamwork, Editing, Event Planning, Writing, Management
Education
Columbia University - Graduate School of Journalism 2014 — 2014
Columbia Publishing Course, Publishing
Trinity College 2008 — 2013
Bachelor of Arts, English
Manchester West High School 2004 — 2008
Dong Liu (Carol) Dong Liu (Carol)'s Merrill Lynch Experience June 2012 - August 2012
Job Master Candidate at Columbia University
Industry Financial Services
Experience
CITIC Securities 2013 - Present
The Brookings Institution January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Blue Ridge (China) Capital March 2009 - July 2011
Skills
Economics, Policy Analysis, Mandarin, Data Analysis, Research, International..., Corporate Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master, International Financial Policy, 3.6/4.0
Beijing Foreign Studies University 2005 — 2009
Double Bachelor Degree, Finance, English Literature
CITIC Securities 2013 - Present
The Brookings Institution January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Blue Ridge (China) Capital March 2009 - July 2011
Skills
Economics, Policy Analysis, Mandarin, Data Analysis, Research, International..., Corporate Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master, International Financial Policy, 3.6/4.0
Beijing Foreign Studies University 2005 — 2009
Double Bachelor Degree, Finance, English Literature
Peter Benedict Peter Benedict's Merrill Lynch Experience 1992 - 1994
Job Managing Director Equity Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Pete Gutierrez Pete Gutierrez's Merrill Lynch Experience March 2007 - March 2008
Job Portfolio Manager at Bluefin Trading
Industry Financial Services
Experience
Bluefin Trading June 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2014 - Present
KBC Financial Products 2008 - 2013
Merrill Lynch March 2007 - March 2008
Bank of America 2002 - 2007
Wasserstein Perella September 1998 - August 2000
Skills
Fixed Income, Convertible Bonds, Derivatives, Equity Trading, Bonds, Hedge Funds, Alternative Investments, Equity Derivatives, Options, Bloomberg, Capital Markets, Credit Derivatives, Equity Research, Securities
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Bluefin Trading June 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2014 - Present
KBC Financial Products 2008 - 2013
Merrill Lynch March 2007 - March 2008
Bank of America 2002 - 2007
Wasserstein Perella September 1998 - August 2000
Skills
Fixed Income, Convertible Bonds, Derivatives, Equity Trading, Bonds, Hedge Funds, Alternative Investments, Equity Derivatives, Options, Bloomberg, Capital Markets, Credit Derivatives, Equity Research, Securities
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Ramzi Abi-Habib Ramzi Abi-Habib's Merrill Lynch Experience July 1996 - July 1998
Job
Industry Computer Networking
Experience
Credit Suisse January 2014 - Present
JCR Solutions LLC April 2013 - October 2013
Credit Suisse May 2007 - April 2013
Barclays Capital January 2004 - May 2007
Credit Suisse July 1998 - June 2003
Merrill Lynch July 1996 - July 1998
Skills
Project Planning, Equities, Trading Systems, Low Latency, Market Data, Routing, Cisco Technologies, Data Center, Network Architecture, Network Design, Equity Derivatives, WAN, MPLS, Investment Banking, Networking, Electronic Trading, RMDS, Infrastructure, Derivatives, Fixed Income, Capital Markets, Business Strategy, Hedge Funds, Servers, Firewalls, Exchange Connectivity
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
New York University - Polytechnic School of Engineering 1993 — 1996
MSEE
Credit Suisse January 2014 - Present
JCR Solutions LLC April 2013 - October 2013
Credit Suisse May 2007 - April 2013
Barclays Capital January 2004 - May 2007
Credit Suisse July 1998 - June 2003
Merrill Lynch July 1996 - July 1998
Skills
Project Planning, Equities, Trading Systems, Low Latency, Market Data, Routing, Cisco Technologies, Data Center, Network Architecture, Network Design, Equity Derivatives, WAN, MPLS, Investment Banking, Networking, Electronic Trading, RMDS, Infrastructure, Derivatives, Fixed Income, Capital Markets, Business Strategy, Hedge Funds, Servers, Firewalls, Exchange Connectivity
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
New York University - Polytechnic School of Engineering 1993 — 1996
MSEE
Thomas Kilgallen, CFP® Thomas Kilgallen, CFP®'s Merrill Lynch Experience 1999 - 2001
Job Principal at Fair Weather Strategies, LLC
Industry Financial Services
Experience
Fair Weather Strategies, LLC June 2012 - Present
Kilgallen Data Consulting 2012 - January 2013
Citi Global Transaction Services 2005 - February 2012
ING Investment Banking 2001 - 2002
Merrill Lynch 1999 - 2001
Prism Consulting 1996 - 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University College Dublin 1991 — 1995
Bachelor of the Arts, Economics, Politics
Fair Weather Strategies, LLC June 2012 - Present
Kilgallen Data Consulting 2012 - January 2013
Citi Global Transaction Services 2005 - February 2012
ING Investment Banking 2001 - 2002
Merrill Lynch 1999 - 2001
Prism Consulting 1996 - 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University College Dublin 1991 — 1995
Bachelor of the Arts, Economics, Politics
Sophie Guite Sophie Guite's Merrill Lynch Experience August 2011 - March 2012
Job Portfolio Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Barclays August 2012 - February 2013
Merrill Lynch August 2011 - March 2012
Bank of America Merrill Lynch July 2009 - July 2011
New Providence Asset Management 2007 - 2008
Skills
Excel, Word, NextGen, PowerPoint, Stata, French, Bloomberg Terminal, Factset
Education
Columbia University - Graduate School of Journalism 2004 — 2011
Ph.D., Communications
McGill University
Bachelor of Arts (B.A.), Political Science and Government
Greenwich Country Day
Middlesex
Morgan Stanley February 2013 - Present
Barclays August 2012 - February 2013
Merrill Lynch August 2011 - March 2012
Bank of America Merrill Lynch July 2009 - July 2011
New Providence Asset Management 2007 - 2008
Skills
Excel, Word, NextGen, PowerPoint, Stata, French, Bloomberg Terminal, Factset
Education
Columbia University - Graduate School of Journalism 2004 — 2011
Ph.D., Communications
McGill University
Bachelor of Arts (B.A.), Political Science and Government
Greenwich Country Day
Middlesex
Raj Sahrawat Raj Sahrawat's Merrill Lynch Experience 1996 - 1998
Job APX Inc.
Industry Financial Services
Experience
APX Inc 2009 - Present
Goldman Sachs 1998 - 2008
Merrill Lynch 1996 - 1998
Skills
Derivatives, Credit Derivatives, Product Management, Product Development, Capital Markets, Risk Management, Renewable Energy, Investment Banking, Project Management, Leadership, Fixed Income, Energy, Product Road Mapping, Team Leadership, Business Analysis, Business Process, Product Launch, Team Management, Consulting, Business Process..., Service Delivery, Interest Rate Swaps, Service Delivery..., Forwards, Agile Project Management, SaaS, Product Strategies, Operations Improvement, Operations Audit, Information Technology, Software Project..., Salesforce.com, Loans, Operations Management, Software Engineering, Agile Methodolgy, Services Delivery, Budget Process, Recruiting, Service Level Agreements, Contract Negotiation, Software Design, Software Development, Programming Languages, Client Presentation
Education
Columbia University - Columbia Business School
MBA
State University of New York at Stony Brook
MS
National Institute of Technology Kurukshetra
BS
APX Inc 2009 - Present
Goldman Sachs 1998 - 2008
Merrill Lynch 1996 - 1998
Skills
Derivatives, Credit Derivatives, Product Management, Product Development, Capital Markets, Risk Management, Renewable Energy, Investment Banking, Project Management, Leadership, Fixed Income, Energy, Product Road Mapping, Team Leadership, Business Analysis, Business Process, Product Launch, Team Management, Consulting, Business Process..., Service Delivery, Interest Rate Swaps, Service Delivery..., Forwards, Agile Project Management, SaaS, Product Strategies, Operations Improvement, Operations Audit, Information Technology, Software Project..., Salesforce.com, Loans, Operations Management, Software Engineering, Agile Methodolgy, Services Delivery, Budget Process, Recruiting, Service Level Agreements, Contract Negotiation, Software Design, Software Development, Programming Languages, Client Presentation
Education
Columbia University - Columbia Business School
MBA
State University of New York at Stony Brook
MS
National Institute of Technology Kurukshetra
BS
Pablo Redondo Lopez's Merrill Lynch Experience September 2009 - January 2010
Job Summer Associate at Benson Elliot Capital Management
Industry Investment Management
Experience
Benson Elliot Capital Management June 2015 - Present
Hipoges Iberia September 2012 - July 2014
Nmas1 July 2010 - August 2012
Merrill Lynch September 2009 - January 2010
Arthur D. Little August 2007 - February 2008
Skills
Financial Modeling, Corporate Finance, Mergers, Investment Banking, Valuation, Debt, DCF, Bloomberg, Financial Analysis, Excel, Capital Markets, PowerPoint, Industry Analysis, M&A experience, Market Analysis, NPL, Real Estate, Due Diligence, Private Equity, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas 2006 — 2010
Bachelor's Degree, ICADE - International Business Science (E4)
Northeastern University 2008 — 2010
Bachelor of Science, International Business; Finance and Insurance
Benson Elliot Capital Management June 2015 - Present
Hipoges Iberia September 2012 - July 2014
Nmas1 July 2010 - August 2012
Merrill Lynch September 2009 - January 2010
Arthur D. Little August 2007 - February 2008
Skills
Financial Modeling, Corporate Finance, Mergers, Investment Banking, Valuation, Debt, DCF, Bloomberg, Financial Analysis, Excel, Capital Markets, PowerPoint, Industry Analysis, M&A experience, Market Analysis, NPL, Real Estate, Due Diligence, Private Equity, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas 2006 — 2010
Bachelor's Degree, ICADE - International Business Science (E4)
Northeastern University 2008 — 2010
Bachelor of Science, International Business; Finance and Insurance
Kirk H. Taniguchi Kirk H. Taniguchi's Merrill Lynch Experience 2001 - Present
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
Merrill Lynch 1995 - 2001
Micronomics, Inc. 1990 - 1993
Skills
Alternative Investments, Equity Research, Institutional..., Asset Managment, Series 7, Equities, Mutual Funds, Hedge Funds, Asset Management, Portfolio Management, Investments, Valuation, Fixed Income, Financial Analysis, Investment Strategies
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
Occidental College 1986 — 1990
AB, Economics
Punahou School 1982 — 1986
Merrill Lynch 2001 - Present
Merrill Lynch 1995 - 2001
Micronomics, Inc. 1990 - 1993
Skills
Alternative Investments, Equity Research, Institutional..., Asset Managment, Series 7, Equities, Mutual Funds, Hedge Funds, Asset Management, Portfolio Management, Investments, Valuation, Fixed Income, Financial Analysis, Investment Strategies
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
Occidental College 1986 — 1990
AB, Economics
Punahou School 1982 — 1986
Rahima Mamdani Rusch Rahima Mamdani Rusch's Merrill Lynch Experience May 1999 - July 2001
Job Home Maker
Industry Investment Banking
Experience
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
Hannah Yi's Merrill Lynch Experience June 2007 - August 2007
Job Loan Syndications at IFC International Finance Corporation
Industry International Affairs
Experience
IFC - International Finance Corporation August 2014 - Present
The World Bank October 2012 - July 2014
Columbia Business School May 2012 - September 2012
USAID January 2012 - May 2012
Cornerstone Research May 2011 - August 2011
National Assembly of the Republic of Korea September 2009 - May 2010
Goldman Sachs July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Columbia University - School of International and Public Affairs 2010 — 2012
M.I.A., International Finance & Economic Policy
Stanford University 2005 — 2009
BA, Economics, International Relations
IFC - International Finance Corporation August 2014 - Present
The World Bank October 2012 - July 2014
Columbia Business School May 2012 - September 2012
USAID January 2012 - May 2012
Cornerstone Research May 2011 - August 2011
National Assembly of the Republic of Korea September 2009 - May 2010
Goldman Sachs July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Columbia University - School of International and Public Affairs 2010 — 2012
M.I.A., International Finance & Economic Policy
Stanford University 2005 — 2009
BA, Economics, International Relations
Jane Kizhner Jane Kizhner's Merrill Lynch Experience January 1996 - November 2001
Job Head of Product Development at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA July 2014 - Present
Citi HFS 2009 - 2013
Moore Capital Management February 2007 - December 2008
Goldman Sachs Asset Management March 2004 - February 2007
Merrill Lynch January 1996 - November 2001
Merrill Lynch January 1992 - December 1995
Skills
Market Analysis, Process Improvement, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Asset Managment, Derivatives, Capital Markets, Securities, Financial Modeling, Investment Management, New Business Development, Vendor Management, Business Strategy, Financial Services, Investment Banking, Due Diligence, Trading, Program Management, Asset Allocation, Investments, Strategy, Business Development, Electronic Trading, Asset Management, Series 7, Private Equity, Wealth Management, Prime Brokerage, Risk Management, Market Risk, Emerging Markets, Finance, Mutual Funds, Options, Trading Systems, Valuation, Market Research, Fixed Income, Series 63, Financial Markets, Corporate Finance, Cross-functional Team..., Banking, Venture Capital, Bonds, Financial Risk, Middle Office, FX Options
Education
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Finance and Business
New York University - Leonard N. Stern School of Business 1991 — 1995
BA, Finance
Bank Leumi USA July 2014 - Present
Citi HFS 2009 - 2013
Moore Capital Management February 2007 - December 2008
Goldman Sachs Asset Management March 2004 - February 2007
Merrill Lynch January 1996 - November 2001
Merrill Lynch January 1992 - December 1995
Skills
Market Analysis, Process Improvement, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Asset Managment, Derivatives, Capital Markets, Securities, Financial Modeling, Investment Management, New Business Development, Vendor Management, Business Strategy, Financial Services, Investment Banking, Due Diligence, Trading, Program Management, Asset Allocation, Investments, Strategy, Business Development, Electronic Trading, Asset Management, Series 7, Private Equity, Wealth Management, Prime Brokerage, Risk Management, Market Risk, Emerging Markets, Finance, Mutual Funds, Options, Trading Systems, Valuation, Market Research, Fixed Income, Series 63, Financial Markets, Corporate Finance, Cross-functional Team..., Banking, Venture Capital, Bonds, Financial Risk, Middle Office, FX Options
Education
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Finance and Business
New York University - Leonard N. Stern School of Business 1991 — 1995
BA, Finance
katharine herring phares katharine herring phares's Merrill Lynch Experience October 2003 - July 2006
Job Independent Consultant
Industry Financial Services
Experience
JP Morgan Chase January 2010 - Present
Morgan Stanley July 2006 - July 2009
Merrill Lynch October 2003 - July 2006
American Express September 1998 - October 2003
Skills
Loyalty Marketing, Partnership Marketing, Product Development, Rewards Management, Product & Loyalty..., P&L Management, New Business Development
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
The Johns Hopkins University 1987 — 1991
BA
JP Morgan Chase January 2010 - Present
Morgan Stanley July 2006 - July 2009
Merrill Lynch October 2003 - July 2006
American Express September 1998 - October 2003
Skills
Loyalty Marketing, Partnership Marketing, Product Development, Rewards Management, Product & Loyalty..., P&L Management, New Business Development
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
The Johns Hopkins University 1987 — 1991
BA
Deborah Lieu Deborah Lieu's Merrill Lynch Experience July 1996 - July 1999
Job Director, Strategy at The Hartford
Industry Insurance
Experience
The Hartford June 2008 - Present
UTC - UTC Fire & Security October 2005 - May 2008
Carrier Corporation January 2004 - September 2005
First Albany Capital July 1999 - September 2001
Merrill Lynch July 1996 - July 1999
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master, International Banking & Finance
Columbia University - Barnard College 1991 — 1995
Bachelor, Political Science
The Hartford June 2008 - Present
UTC - UTC Fire & Security October 2005 - May 2008
Carrier Corporation January 2004 - September 2005
First Albany Capital July 1999 - September 2001
Merrill Lynch July 1996 - July 1999
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master, International Banking & Finance
Columbia University - Barnard College 1991 — 1995
Bachelor, Political Science
Joseph Mickey Giacobbe Joseph Mickey Giacobbe's Merrill Lynch Experience August 1997 - March 2003
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
John Huttlin John Huttlin's Merrill Lynch Experience 1989 - 1992
Job Global Head of Content Strategy at J.P. Morgan Investment Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
Nicole McRae Nicole McRae's Merrill Lynch Experience June 2001 - April 2006
Job
Industry Nonprofit Organization Management
Experience
Sponsors for Educational Opportunity (SEO) 2006 - Present
Merrill Lynch June 2001 - April 2006
Skills
Strategic Planning, Program Evaluation, Strategic Partnerships, Non-profits, Non-profit..., Partner Management, Management, Event Planning, Data Analysis, Training, Operations Management, Human Performance, Program Development, Financial Analysis, Financial Modeling, Social Entrepreneurship, Recruiting, Board Relations, Innovator, Operating Budgets, Fundraising, Volunteering, Web Content Management, Nonprofits, Youth Development, Grant Writing, Public Speaking, Program Management, Microsoft Excel, Strategy, Leadership, Microsoft Office, Research
Education
Columbia University - Columbia Business School 2011 — 2013
EMBA, MBA
Emory University 1997 — 2001
Bachelor of Arts, Sociology & Spanish
Sponsors for Educational Opportunity (SEO) 2006 - Present
Merrill Lynch June 2001 - April 2006
Skills
Strategic Planning, Program Evaluation, Strategic Partnerships, Non-profits, Non-profit..., Partner Management, Management, Event Planning, Data Analysis, Training, Operations Management, Human Performance, Program Development, Financial Analysis, Financial Modeling, Social Entrepreneurship, Recruiting, Board Relations, Innovator, Operating Budgets, Fundraising, Volunteering, Web Content Management, Nonprofits, Youth Development, Grant Writing, Public Speaking, Program Management, Microsoft Excel, Strategy, Leadership, Microsoft Office, Research
Education
Columbia University - Columbia Business School 2011 — 2013
EMBA, MBA
Emory University 1997 — 2001
Bachelor of Arts, Sociology & Spanish
Mark Metcalf Mark Metcalf's Merrill Lynch Experience March 2006 - June 2008
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Citi April 2011 - June 2012
Credit Suisse June 2008 - April 2011
Merrill Lynch March 2006 - June 2008
ThruPoint 2004 - 2006
Eagle Rock Alliance 2002 - 2004
UBS 1999 - 2001
American Management Systems 1993 - 1999
ABC Entertainment 1989 - 1992
Skills
Business Analysis, IT Strategy, Risk Management, Vendor Management, Trading Systems, Electronic Trading, Fixed Income, Management, Integration, Equities, Market Data, Financial Services, PMO, Strategy, Governance, Leadership, Investment Banking, Project Delivery, SDLC, Derivatives, Infrastructure, Project Portfolio..., Disaster Recovery, Telecommunications, Outsourcing, Consulting
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Penn State University 1982 — 1986
BA
Henderson High School 1978 — 1982
J.P. Morgan June 2012 - Present
Citi April 2011 - June 2012
Credit Suisse June 2008 - April 2011
Merrill Lynch March 2006 - June 2008
ThruPoint 2004 - 2006
Eagle Rock Alliance 2002 - 2004
UBS 1999 - 2001
American Management Systems 1993 - 1999
ABC Entertainment 1989 - 1992
Skills
Business Analysis, IT Strategy, Risk Management, Vendor Management, Trading Systems, Electronic Trading, Fixed Income, Management, Integration, Equities, Market Data, Financial Services, PMO, Strategy, Governance, Leadership, Investment Banking, Project Delivery, SDLC, Derivatives, Infrastructure, Project Portfolio..., Disaster Recovery, Telecommunications, Outsourcing, Consulting
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Penn State University 1982 — 1986
BA
Henderson High School 1978 — 1982
Sabeena Ahmed, Esq.'s Merrill Lynch Experience 2004 - 2005
Job Chief Legal Officer & Chief Compliance Officer at BOCI
Industry Financial Services
Experience
Bank of China International (BOCI) Commodities & Futures (USA) LLC July 2013 - Present
Sabeena Ahmed PC February 2013 - Present
E*TRADE Financial February 2013 - June 2013
Alpari (US), LLC 2008 - February 2013
Bank of New York Mellon January 2007 - June 2008
Financial Industry Regulatory Authority (FINRA) 2006 - 2007
State of New Jersey Office of the Attorney General, Securities Fraud Prosecution Division 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Securities Regulation, FINRA, Corporate Law, Securities, Legal Research, Financial Markets, Corporate Governance, Intellectual Property, Due Diligence, Legal Writing, Capital Markets, Derivatives, AML, Litigation, Financial Regulation, Legal Compliance, Options, Equities, Engaging Speaker, Foreign Exchange, FX Options, KYC, Mutual Funds, Banking, Dodd-Frank, SEC, Commodity, Prime Brokerage, Alternative Investments, Swaps, Equity Derivatives, Anti Money Laundering
Education
Columbia University - School of International and Public Affairs
M.A., International Relations/Political Science
Fordham University School of Law
J.D., Law
Markville Secondary School
St. John's University School of Law
J.D., Law
University of Toronto - New College
Honours B.A., Criminology/Political Science
William Mitchell College of Law
Law
Bank of China International (BOCI) Commodities & Futures (USA) LLC July 2013 - Present
Sabeena Ahmed PC February 2013 - Present
E*TRADE Financial February 2013 - June 2013
Alpari (US), LLC 2008 - February 2013
Bank of New York Mellon January 2007 - June 2008
Financial Industry Regulatory Authority (FINRA) 2006 - 2007
State of New Jersey Office of the Attorney General, Securities Fraud Prosecution Division 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Securities Regulation, FINRA, Corporate Law, Securities, Legal Research, Financial Markets, Corporate Governance, Intellectual Property, Due Diligence, Legal Writing, Capital Markets, Derivatives, AML, Litigation, Financial Regulation, Legal Compliance, Options, Equities, Engaging Speaker, Foreign Exchange, FX Options, KYC, Mutual Funds, Banking, Dodd-Frank, SEC, Commodity, Prime Brokerage, Alternative Investments, Swaps, Equity Derivatives, Anti Money Laundering
Education
Columbia University - School of International and Public Affairs
M.A., International Relations/Political Science
Fordham University School of Law
J.D., Law
Markville Secondary School
St. John's University School of Law
J.D., Law
University of Toronto - New College
Honours B.A., Criminology/Political Science
William Mitchell College of Law
Law
Lauren Harmon, CFA's Merrill Lynch Experience May 2008 - July 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School August 2014 - Present
MFS Investment Management June 2015 - August 2015
GE Asset Management December 2011 - June 2014
Rocaton Investment Advisors July 2011 - December 2011
Rocaton Investment Advisors September 2009 - July 2011
Towers Perrin March 2009 - September 2009
Merrill Lynch May 2008 - July 2008
Precious Cargo April 2000 - August 2006
Skills
Bloomberg, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Investment Management, Alternative Investments, Risk Management, Financial Risk, Due Diligence, Financial Markets, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
BS, BA, Business, Psychology
Columbia Business School August 2014 - Present
MFS Investment Management June 2015 - August 2015
GE Asset Management December 2011 - June 2014
Rocaton Investment Advisors July 2011 - December 2011
Rocaton Investment Advisors September 2009 - July 2011
Towers Perrin March 2009 - September 2009
Merrill Lynch May 2008 - July 2008
Precious Cargo April 2000 - August 2006
Skills
Bloomberg, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Investment Management, Alternative Investments, Risk Management, Financial Risk, Due Diligence, Financial Markets, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
BS, BA, Business, Psychology
Hope King Hope King's Merrill Lynch Experience January 2011 - July 2013
Job CNNMoney Tech Reporter
Industry Online Media
Experience
CNN February 2015 - Present
Business Insider May 2014 - January 2015
Columbia University Graduate School of Journalism August 2013 - May 2014
Merrill Lynch January 2011 - July 2013
Merrill Lynch December 2008 - December 2010
Merrill Lynch February 2008 - December 2008
Merrill Lynch July 2006 - February 2008
ABC News January 2006 - May 2006
RU-tv December 2004 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Marketing, Editing, Leadership, Journalism, Product Management, Financial Services, Integrated Marketing, Public Relations, Video Production, Program Management, Cross-functional Team..., Business Development, Management, Video Editing, Broadcast Journalism, Awesomeness, Marketing Operations, Creative Writing, Corporate Branding, Internal Branding, Branding Development, Marketing Management, Marketing Strategy, Broadcast Production, Television Production, Training, Editorial, Business Analysis, Social Media, Digital Media, Writing, Strategic Consulting, Personal Branding, Online Branding, Brand Communication, Brand Awareness, Product Marketing, editorial project..., Editorial Skills, Editorial Planning, Broadcast Operations, Media Production, Storytelling, Blogging
Education
Columbia University - Graduate School of Journalism 2013 — 2014
Master of Science (M.S.), Multimedia Journalism
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BA, Economics and Journalism, Magna cum laude
CNN February 2015 - Present
Business Insider May 2014 - January 2015
Columbia University Graduate School of Journalism August 2013 - May 2014
Merrill Lynch January 2011 - July 2013
Merrill Lynch December 2008 - December 2010
Merrill Lynch February 2008 - December 2008
Merrill Lynch July 2006 - February 2008
ABC News January 2006 - May 2006
RU-tv December 2004 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Marketing, Editing, Leadership, Journalism, Product Management, Financial Services, Integrated Marketing, Public Relations, Video Production, Program Management, Cross-functional Team..., Business Development, Management, Video Editing, Broadcast Journalism, Awesomeness, Marketing Operations, Creative Writing, Corporate Branding, Internal Branding, Branding Development, Marketing Management, Marketing Strategy, Broadcast Production, Television Production, Training, Editorial, Business Analysis, Social Media, Digital Media, Writing, Strategic Consulting, Personal Branding, Online Branding, Brand Communication, Brand Awareness, Product Marketing, editorial project..., Editorial Skills, Editorial Planning, Broadcast Operations, Media Production, Storytelling, Blogging
Education
Columbia University - Graduate School of Journalism 2013 — 2014
Master of Science (M.S.), Multimedia Journalism
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BA, Economics and Journalism, Magna cum laude
Mariana Berlanga Mariana Berlanga's Merrill Lynch Experience June 2014 - Present
Job Associate Investment Banking at Merrill Lynch
Industry Higher Education
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
CEMEX September 2011 - August 2012
CEMEX January 2010 - September 2011
CEMEX July 2008 - January 2010
CEMEX April 2007 - March 2008
Sigma Alimentos 2006 - 2007
Skills
Cement, Logistics, Supply Chain Management, Negotiation, Transportation, Spend Analysis, Strategic Sourcing, Supply Chain..., Global Sourcing, Supply Chain, Materials Management, Supply Management, Procurement, Continuous Improvement, Operations Management, Logistics Management, Financial Modeling
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Instituto Tecnológico y de Estudios Superiores de Monterrey 2001 — 2006
ChemEng, Chemical Engineer, 91
Hochschule Reutlingen 2004 — 2005
Exchange Program DAAD/ITESM, Chemical Engineering
Jokai Mór Gymnázium, Hungary 2000 — 2001
Rotary Youth Exchange Program
ICT
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
CEMEX September 2011 - August 2012
CEMEX January 2010 - September 2011
CEMEX July 2008 - January 2010
CEMEX April 2007 - March 2008
Sigma Alimentos 2006 - 2007
Skills
Cement, Logistics, Supply Chain Management, Negotiation, Transportation, Spend Analysis, Strategic Sourcing, Supply Chain..., Global Sourcing, Supply Chain, Materials Management, Supply Management, Procurement, Continuous Improvement, Operations Management, Logistics Management, Financial Modeling
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Instituto Tecnológico y de Estudios Superiores de Monterrey 2001 — 2006
ChemEng, Chemical Engineer, 91
Hochschule Reutlingen 2004 — 2005
Exchange Program DAAD/ITESM, Chemical Engineering
Jokai Mór Gymnázium, Hungary 2000 — 2001
Rotary Youth Exchange Program
ICT
Jonathan Feldman Jonathan Feldman's Merrill Lynch Experience July 2002 - July 2003
Job Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
Brian Lippey Brian Lippey's Merrill Lynch Experience 1989 - 1994
Job International Financial Executive U.S. and Asia Global Capital Access and Fundraising Alternative Investments
Industry Investment Management
Experience
Caledonia Partners, LLC April 2010 - Present
Mount Kellett Capital Management, LP July 2008 - April 2010
The Rohatyn Group 2001 - 2005
Tokai Asia (Hong Kong) Ltd 1995 - 2001
Merrill Lynch 1989 - 1994
Goldman Sachs 1984 - 1989
Skills
International Finance, Fundraising, Sales Management, Digital Media, Music and Entertainment, Online TV Production, Online Marketing, Alternative Investments, Guitar, Entertainment
Education
Harvard Business School 2001 — 2001
AMP, Advanced Management
Columbia University - School of International and Public Affairs
M.A., International Business & Finance
Caledonia Partners, LLC April 2010 - Present
Mount Kellett Capital Management, LP July 2008 - April 2010
The Rohatyn Group 2001 - 2005
Tokai Asia (Hong Kong) Ltd 1995 - 2001
Merrill Lynch 1989 - 1994
Goldman Sachs 1984 - 1989
Skills
International Finance, Fundraising, Sales Management, Digital Media, Music and Entertainment, Online TV Production, Online Marketing, Alternative Investments, Guitar, Entertainment
Education
Harvard Business School 2001 — 2001
AMP, Advanced Management
Columbia University - School of International and Public Affairs
M.A., International Business & Finance
Michael Bransford, CAIA's Merrill Lynch Experience July 1997 - April 2001
Job Vice President, Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Susan Perkins Susan Perkins's Merrill Lynch Experience 2003 - 2005
Job Chief Financial Officer at IRPI
Industry Medical Devices
Experience
IRPI January 2012 - Present
Skipping Stone August 2010 - July 2012
Richard Marshall Fine Flooring 2005 - 2010
Joie de Vivre Hospitality 2009 - 2009
Merrill Lynch 2003 - 2005
JPMorgan 1999 - 2003
Deloitte & Touche January 1997 - May 1999
Quarterdeck Investment Partners 1993 - 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
BA, Business Economics
IRPI January 2012 - Present
Skipping Stone August 2010 - July 2012
Richard Marshall Fine Flooring 2005 - 2010
Joie de Vivre Hospitality 2009 - 2009
Merrill Lynch 2003 - 2005
JPMorgan 1999 - 2003
Deloitte & Touche January 1997 - May 1999
Quarterdeck Investment Partners 1993 - 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
BA, Business Economics
Melinda (Mindy) Nguyen Melinda (Mindy) Nguyen's Merrill Lynch Experience July 2009 - July 2012
Job Healthcare | Analytics | Business | Marketing | Strategy
Industry Pharmaceuticals
Experience
Sandoz April 2014 - Present
Sandoz June 2012 - April 2014
Merrill Lynch July 2009 - July 2012
Save the Children June 2007 - August 2007
Skills
Data Analysis, Analysis, Financial Modeling, Strategy, Marketing Strategy, Marketing, Management, Pharmaceutical Industry, Leadership, Business Development, Finance, Research, Editing, Sales, Nonprofits, Telecommunications, Advertising, Analytics, Investments, Data Mining, Integrated Marketing, Strategic Planning
Education
Columbia Business School 2013 — 2015
MBA, Executive Program
Duke University 2005 — 2009
BS, Economics, 3.7
Singapore American School
Sandoz April 2014 - Present
Sandoz June 2012 - April 2014
Merrill Lynch July 2009 - July 2012
Save the Children June 2007 - August 2007
Skills
Data Analysis, Analysis, Financial Modeling, Strategy, Marketing Strategy, Marketing, Management, Pharmaceutical Industry, Leadership, Business Development, Finance, Research, Editing, Sales, Nonprofits, Telecommunications, Advertising, Analytics, Investments, Data Mining, Integrated Marketing, Strategic Planning
Education
Columbia Business School 2013 — 2015
MBA, Executive Program
Duke University 2005 — 2009
BS, Economics, 3.7
Singapore American School
Megan Kulick Megan Kulick's Merrill Lynch Experience 2006 - 2008
Job Senior Investment Analyst
Industry Financial Services
Experience
PIMCO October 2014 - June 2015
Steinberg Asset Management February 2008 - August 2014
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Intrepid Capital 2001 - 2004
Merrill Lynch 1993 - 2001
Skills
Equity Research, Hedge Funds, Equities, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Value Investing, Asset Management, Alternative Investments, Investment Management
Education
Columbia Business School 1996 — 1997
Master of Business Administration (MBA)
University of Michigan 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO October 2014 - June 2015
Steinberg Asset Management February 2008 - August 2014
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Intrepid Capital 2001 - 2004
Merrill Lynch 1993 - 2001
Skills
Equity Research, Hedge Funds, Equities, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Value Investing, Asset Management, Alternative Investments, Investment Management
Education
Columbia Business School 1996 — 1997
Master of Business Administration (MBA)
University of Michigan 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Tomasz Krawczyk Tomasz Krawczyk's Merrill Lynch Experience 2000 - 2005
Job Managing Director, Independent Branch Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab April 2011 - Present
Booz & Company October 2006 - April 2011
Merrill Lynch 2000 - 2005
Skills
Financial Modeling, Business Strategy, Management, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1995 — 1999
BS, Computer and Systems Engineering
Charles Schwab January 2015 - Present
Charles Schwab April 2011 - Present
Booz & Company October 2006 - April 2011
Merrill Lynch 2000 - 2005
Skills
Financial Modeling, Business Strategy, Management, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1995 — 1999
BS, Computer and Systems Engineering
Lijing Sun's Merrill Lynch Experience September 2002 - December 2002
Job Director, Product Analytics at HSBC
Industry Financial Services
Experience
HSBC May 2013 - Present
Capital One May 2012 - May 2013
HSBC May 2005 - May 2012
Observer Star&China Business Post/观察星报&财经时报 July 2004 - July 2005
Citigroup 2004 - 2005
Wall Street Multimedia Co. January 2003 - January 2004
Merrill Lynch September 2002 - December 2002
Shanghai Pudong Development Bank July 2000 - July 2001
Skills
Credit Risk, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Valuation, Risk Management, Credit Cards, SAS, Emerging Markets, Risk Analytics, Corporate Finance, Finance, Economics, Analytics, Strategy, Start-ups, Predictive Modeling, Loans, Equities, Financial Risk, Credit, Banking, Segmentation, Retail Banking, Predictive Analytics, Cross-functional Team..., Statistical Modeling, Due Diligence, Business Strategy, Management, Bloomberg, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2002 — 2004
Master's degree, International Finance & Business
Zhejiang University 1996 — 2000
Bachelor, International Finance
HSBC May 2013 - Present
Capital One May 2012 - May 2013
HSBC May 2005 - May 2012
Observer Star&China Business Post/观察星报&财经时报 July 2004 - July 2005
Citigroup 2004 - 2005
Wall Street Multimedia Co. January 2003 - January 2004
Merrill Lynch September 2002 - December 2002
Shanghai Pudong Development Bank July 2000 - July 2001
Skills
Credit Risk, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Valuation, Risk Management, Credit Cards, SAS, Emerging Markets, Risk Analytics, Corporate Finance, Finance, Economics, Analytics, Strategy, Start-ups, Predictive Modeling, Loans, Equities, Financial Risk, Credit, Banking, Segmentation, Retail Banking, Predictive Analytics, Cross-functional Team..., Statistical Modeling, Due Diligence, Business Strategy, Management, Bloomberg, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2002 — 2004
Master's degree, International Finance & Business
Zhejiang University 1996 — 2000
Bachelor, International Finance
John Mochan's Merrill Lynch Experience July 2005 - March 2007
Job Financial Analysis | Corporate Strategy | International Economics
Industry Financial Services
Experience
Wolters Kluwer June 2014 - August 2014
Priority One Jets August 2012 - August 2013
Sandelman Partners March 2007 - December 2011
Merrill Lynch July 2005 - March 2007
Richards Kibbe & Orbe LLP August 2003 - July 2005
Skills
International Economics, Distressed Debt, Emerging Markets, Quantitative Research, Financial Analysis, Operations Management, Qualitative Research, Microsoft Excel, Stata, Bloomberg, Salesforce.com, Finance, Business Analysis, Microsoft Office, Data Analysis, International Relations, Project Management, Financial Modeling, Policy Analysis, Statistics, Capital Markets, Business Process...
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master’s Degree, International Finance
Yale University 1999 — 2003
Bachelor of Arts (B.A.), History
Wolters Kluwer June 2014 - August 2014
Priority One Jets August 2012 - August 2013
Sandelman Partners March 2007 - December 2011
Merrill Lynch July 2005 - March 2007
Richards Kibbe & Orbe LLP August 2003 - July 2005
Skills
International Economics, Distressed Debt, Emerging Markets, Quantitative Research, Financial Analysis, Operations Management, Qualitative Research, Microsoft Excel, Stata, Bloomberg, Salesforce.com, Finance, Business Analysis, Microsoft Office, Data Analysis, International Relations, Project Management, Financial Modeling, Policy Analysis, Statistics, Capital Markets, Business Process...
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master’s Degree, International Finance
Yale University 1999 — 2003
Bachelor of Arts (B.A.), History
Sean Troy Sean Troy's Merrill Lynch Experience August 2008 - June 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Merrill Lynch August 2008 - June 2015
Skills
Equities, Financial Analysis, Trading, Investments, Finance, Microsoft Office, Bloomberg, Management, Capital Markets
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch August 2008 - June 2015
Skills
Equities, Financial Analysis, Trading, Investments, Finance, Microsoft Office, Bloomberg, Management, Capital Markets
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Elton Dinga's Merrill Lynch Experience January 2001 - May 2001
Job Financial Reporting Analyst Investor Relations – Alternative Investments at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase July 2013 - Present
Picasso's Italian Ristorante October 1992 - December 2013
JPMorgan Chase August 2012 - July 2013
Federal Reserve Bank of New York June 2010 - August 2010
TPG Capital 2008 - 2009
JPMorgan Chase November 2006 - March 2008
JPMorgan Chase March 2006 - November 2006
JPMorgan 2004 - 2005
Valu-Edge Consulting, LLC 2002 - 2003
Merrill Lynch January 2001 - May 2001
Skills
Languages: Albanian,..., Finance, Analysis, Valuation, Investments, Portfolio Management, Financial Analysis, Management, Fixed Income, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 2009 — 2012
Master of International Affairs, International Finance & Economic Policy - Management
New York University 2001 — 2001
Certificate, Investment Banking
The University of Texas at Dallas - School of Management 1997 — 2000
MA, International Management Studies
University of Texas at Dallas - Naveen Jindal School of Management 1994 — 1997
BS, Business Administration
JPMorgan Chase July 2013 - Present
Picasso's Italian Ristorante October 1992 - December 2013
JPMorgan Chase August 2012 - July 2013
Federal Reserve Bank of New York June 2010 - August 2010
TPG Capital 2008 - 2009
JPMorgan Chase November 2006 - March 2008
JPMorgan Chase March 2006 - November 2006
JPMorgan 2004 - 2005
Valu-Edge Consulting, LLC 2002 - 2003
Merrill Lynch January 2001 - May 2001
Skills
Languages: Albanian,..., Finance, Analysis, Valuation, Investments, Portfolio Management, Financial Analysis, Management, Fixed Income, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 2009 — 2012
Master of International Affairs, International Finance & Economic Policy - Management
New York University 2001 — 2001
Certificate, Investment Banking
The University of Texas at Dallas - School of Management 1997 — 2000
MA, International Management Studies
University of Texas at Dallas - Naveen Jindal School of Management 1994 — 1997
BS, Business Administration
Robert Cogliandro Robert Cogliandro's Merrill Lynch Experience September 1999 - August 2006
Job Independent Investor and Consultant
Industry Management Consulting
Experience
Agora Capital Holdings, LLC March 2013 - Present
PNC Investments February 2009 - July 2011
Bank of America September 2006 - February 2009
Merrill Lynch September 1999 - August 2006
Atacama Minerals Corporation March 1996 - December 1998
Calabrian Corporation June 1975 - May 1995
Skills
Private Equity, Finance, Start-ups, Venture Capital, Wealth Management, Derivatives, Management, Financial Services, Financial Advisory, Investments, Series 7, Portfolio Management, New Business Development, Financial Analysis, Microsoft Excel, Manufacturing, Capital Markets, Securities, Strategy, Business Strategy, Strategic Financial...
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1969 — 1973
Finance
Agora Capital Holdings, LLC March 2013 - Present
PNC Investments February 2009 - July 2011
Bank of America September 2006 - February 2009
Merrill Lynch September 1999 - August 2006
Atacama Minerals Corporation March 1996 - December 1998
Calabrian Corporation June 1975 - May 1995
Skills
Private Equity, Finance, Start-ups, Venture Capital, Wealth Management, Derivatives, Management, Financial Services, Financial Advisory, Investments, Series 7, Portfolio Management, New Business Development, Financial Analysis, Microsoft Excel, Manufacturing, Capital Markets, Securities, Strategy, Business Strategy, Strategic Financial...
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1969 — 1973
Finance
S. Omar Eissa S. Omar Eissa's Merrill Lynch Experience August 2009 - Present
Job Vice President Investment Banking at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch August 2009 - Present
Merrill Lynch April 2006 - May 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, LBO, Fixed Income, Mergers, Business Valuation, Corporate Development, Leveraged Finance, Financial Structuring, Credit Analysis, IPO, Equities, Mergers, Portfolio Management, Venture Capital
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance/Accounting
Princeton University 1999 — 2003
Bachelor of Arts (B.A.)
Merrill Lynch August 2009 - Present
Merrill Lynch April 2006 - May 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, LBO, Fixed Income, Mergers, Business Valuation, Corporate Development, Leveraged Finance, Financial Structuring, Credit Analysis, IPO, Equities, Mergers, Portfolio Management, Venture Capital
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance/Accounting
Princeton University 1999 — 2003
Bachelor of Arts (B.A.)
Katharine Ramsden's Merrill Lynch Experience 1985 - 1989
Job Vice President, Thought Leadership, Corporate
Industry Information Services
Experience
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Melissa Scauri Melissa Scauri's Merrill Lynch Experience January 2007 - September 2008
Job SVP, Client Engagement at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Peter Cross Peter Cross's Merrill Lynch Experience August 1999 - January 2009
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2012 - Present
Bank of America January 2009 - December 2011
Merrill Lynch August 1999 - January 2009
Time Equities, Inc. September 1993 - September 1997
Skills
Capital Markets, Structured Finance, Structured Products, Fixed Income, Investment Banking, Financial Structuring, Credit Derivatives, Hedge Funds, Securitization, Derivatives, Alternative Investments, Securities, Equities, Financial Modeling, Risk Management, LBO, Private Equity, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Bloomberg, Renewable Energy
Education
Columbia Business School 1997 — 1999
MBA, Finance
Middlebury College 1989 — 1993
BS, Economics
Credit Suisse May 2012 - Present
Bank of America January 2009 - December 2011
Merrill Lynch August 1999 - January 2009
Time Equities, Inc. September 1993 - September 1997
Skills
Capital Markets, Structured Finance, Structured Products, Fixed Income, Investment Banking, Financial Structuring, Credit Derivatives, Hedge Funds, Securitization, Derivatives, Alternative Investments, Securities, Equities, Financial Modeling, Risk Management, LBO, Private Equity, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Bloomberg, Renewable Energy
Education
Columbia Business School 1997 — 1999
MBA, Finance
Middlebury College 1989 — 1993
BS, Economics
Neal Austria Neal Austria's Merrill Lynch Experience September 2004 - July 2007
Job Equity Research Analyst at ClearBridge Investments, Legg Mason
Industry Investment Management
Experience
ClearBridge Investments June 2009 - Present
UBS Global Asset Management January 2008 - April 2008
Merrill Lynch September 2004 - July 2007
Rosetta Research January 2004 - August 2004
Morgan Stanley December 2002 - December 2003
Skills
Series 7, Equity Research, Equities, Investments, Asset Managment
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pequannock Township High School 1994 — 1998
ClearBridge Investments June 2009 - Present
UBS Global Asset Management January 2008 - April 2008
Merrill Lynch September 2004 - July 2007
Rosetta Research January 2004 - August 2004
Morgan Stanley December 2002 - December 2003
Skills
Series 7, Equity Research, Equities, Investments, Asset Managment
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pequannock Township High School 1994 — 1998
Laurie Girsky Laurie Girsky's Merrill Lynch Experience 2000 - 2004
Job principal at GSquared Advisory LLC
Industry Financial Services
Experience
G-Squared Advisory LLC 2009 - Present
LearnVest, Inc. 2010 - 2010
The Financial Clinic 2009 - 2010
Financial Planning Association 2009 - 2010
Merrill Lynch 2000 - 2004
Paine Webber 1984 - 1997
Education
New York University 2006 — 2008
certificate in financial planning
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Cornell University 1980 — 1984
BA, Economics
G-Squared Advisory LLC 2009 - Present
LearnVest, Inc. 2010 - 2010
The Financial Clinic 2009 - 2010
Financial Planning Association 2009 - 2010
Merrill Lynch 2000 - 2004
Paine Webber 1984 - 1997
Education
New York University 2006 — 2008
certificate in financial planning
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Cornell University 1980 — 1984
BA, Economics
Richard Taddonio Richard Taddonio's Merrill Lynch Experience 2007 - 2007
Job Vice President at Falconhead Capital
Industry Financial Services
Experience
Falconhead Capital May 2014 - Present
Falconhead Capital May 2014 - Present
Wall St. Training June 2009 - Present
Abrika Capital September 2014 - February 2015
Marlin & Associates 2011 - August 2013
Black Diamond Capital Management 2008 - 2011
Merrill Lynch 2007 - 2007
Bank of America 2006 - 2006
Bank of America 2006 - 2006
Wachovia Credit Default Swap Trading 2005 - 2005
Skills
Financial Modeling, Private Equity, Restructuring, Valuation, Debt Restructuring, Investment Banking, Financial Analysis, Leveraged Finance, Distressed Debt, Fixed Income, Career Development, Interview Preparation, Mock Interviews, Portfolio Management, Special Situations..., Distressed M&A, Performance Turnaround, Event Driven, Post-Reorg Equities, Turn Around Management, VBA, Startup Development, Start-up Consulting, Managing Start-ups, Business Unit Start-up, Resume Writing, Mergers & Acquisitions, Equities, Financial Structuring, Venture Capital, Investments, Business Valuation, Finance, LBO, Credit Derivatives, Securities, Acquisitions, Corporate Finance, Trading, Due Diligence, Management, Analysis, Options, Asset Management, Strategy, Alternative Investments, Equity Derivatives, Derivatives, Credit Analysis, Shareholder Activism
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing
Columbia University in the City of New York 2004 — 2008
BA, Economics
Falconhead Capital May 2014 - Present
Falconhead Capital May 2014 - Present
Wall St. Training June 2009 - Present
Abrika Capital September 2014 - February 2015
Marlin & Associates 2011 - August 2013
Black Diamond Capital Management 2008 - 2011
Merrill Lynch 2007 - 2007
Bank of America 2006 - 2006
Bank of America 2006 - 2006
Wachovia Credit Default Swap Trading 2005 - 2005
Skills
Financial Modeling, Private Equity, Restructuring, Valuation, Debt Restructuring, Investment Banking, Financial Analysis, Leveraged Finance, Distressed Debt, Fixed Income, Career Development, Interview Preparation, Mock Interviews, Portfolio Management, Special Situations..., Distressed M&A, Performance Turnaround, Event Driven, Post-Reorg Equities, Turn Around Management, VBA, Startup Development, Start-up Consulting, Managing Start-ups, Business Unit Start-up, Resume Writing, Mergers & Acquisitions, Equities, Financial Structuring, Venture Capital, Investments, Business Valuation, Finance, LBO, Credit Derivatives, Securities, Acquisitions, Corporate Finance, Trading, Due Diligence, Management, Analysis, Options, Asset Management, Strategy, Alternative Investments, Equity Derivatives, Derivatives, Credit Analysis, Shareholder Activism
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing
Columbia University in the City of New York 2004 — 2008
BA, Economics
Michael Berkowitz Michael Berkowitz's Merrill Lynch Experience April 2005 - February 2008
Job Senior Vice President, Human Resources & Workforce Development at Phoenix House
Industry Financial Services
Experience
Phoenix House July 2012 - Present
The Schwartz Center for Compassionate Healthcare February 2009 - Present
The Wellspring Foundation 2008 - Present
New York City Ballet May 2007 - May 2013
SilverPoint Advisors May 2009 - June 2012
Sixth Gear April 2008 - May 2009
Merrill Lynch April 2005 - February 2008
JP Morgan Chase 1986 - 2005
General Mills Fashion Group February 1981 - February 1986
RCA Records 1979 - 1981
Skills
Healthcare Consulting, Executive Compensation, Equity Compensation, Deferred Compensation, Incentive Programs, Employee Benefits, Organizational Structure, Organizational..., Organizational Change, Executive Pay, Change Management, Talent Management, Leadership, Human Resources, Employee Relations, Leadership Development, Equities, HR Consulting, Succession Planning, Strategy, Management, Strategic Planning, 360 Feedback, Executive Coaching, Employee Engagement, Organizational..., Management Development, Career Development, Executive Development, Personnel Management, Organizational Design
Education
New York University 2009 — 2011
MPA, Executive Masters in Public Administration, Health Care
Harvard Business School 1998 — 1998
Executive Education, Strategic Human Resources
Columbia University - Columbia Business School 1990 — 1990
Executive Education, Organization Development
Drexel University - LeBow College of Business 1971 — 1973
MBA, Organization Behavior
Drexel University 1967 — 1971
BS, Business Administration
Phoenix House July 2012 - Present
The Schwartz Center for Compassionate Healthcare February 2009 - Present
The Wellspring Foundation 2008 - Present
New York City Ballet May 2007 - May 2013
SilverPoint Advisors May 2009 - June 2012
Sixth Gear April 2008 - May 2009
Merrill Lynch April 2005 - February 2008
JP Morgan Chase 1986 - 2005
General Mills Fashion Group February 1981 - February 1986
RCA Records 1979 - 1981
Skills
Healthcare Consulting, Executive Compensation, Equity Compensation, Deferred Compensation, Incentive Programs, Employee Benefits, Organizational Structure, Organizational..., Organizational Change, Executive Pay, Change Management, Talent Management, Leadership, Human Resources, Employee Relations, Leadership Development, Equities, HR Consulting, Succession Planning, Strategy, Management, Strategic Planning, 360 Feedback, Executive Coaching, Employee Engagement, Organizational..., Management Development, Career Development, Executive Development, Personnel Management, Organizational Design
Education
New York University 2009 — 2011
MPA, Executive Masters in Public Administration, Health Care
Harvard Business School 1998 — 1998
Executive Education, Strategic Human Resources
Columbia University - Columbia Business School 1990 — 1990
Executive Education, Organization Development
Drexel University - LeBow College of Business 1971 — 1973
MBA, Organization Behavior
Drexel University 1967 — 1971
BS, Business Administration
Joe Gankiewicz, CFA Joe Gankiewicz, CFA's Merrill Lynch Experience July 2004 - March 2006
Job Credit Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2010 - Present
BlackRock March 2006 - July 2010
Merrill Lynch July 2004 - March 2006
Specialty Sport Venture, Inc October 2003 - April 2004
Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Hedge Funds, Bloomberg, Asset Management, Asset Allocation, Capital Markets, Alternative Investments, Series 7, Investments
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Economic Policy
Rutgers University-New Brunswick 1999 — 2003
BA, Financial Economics
BlackRock August 2010 - Present
BlackRock March 2006 - July 2010
Merrill Lynch July 2004 - March 2006
Specialty Sport Venture, Inc October 2003 - April 2004
Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Hedge Funds, Bloomberg, Asset Management, Asset Allocation, Capital Markets, Alternative Investments, Series 7, Investments
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Economic Policy
Rutgers University-New Brunswick 1999 — 2003
BA, Financial Economics
Cindy Amélie Morand's Merrill Lynch Experience September 2009 - January 2010
Job Associate, International Financial Institutions at Federal Reserve | MPA Candidate at Columbia SIPA
Industry Banking
Experience
Federal Reserve Bank of New York June 2012 - Present
CIT June 2010 - August 2010
Merrill Lynch September 2009 - January 2010
CNBC May 2009 - August 2009
Skills
Economic Research, Financial Modeling, Policy Analysis, Coding Languages, European Markets, Equity Research, Banking, Financial Statement..., Advanced SQL, Economic Policy, Research, International Economics, Stata, Financial Regulation, Quantitative Research, Financial Analysis, Tableau, Financial Economics, Statistical Modeling, Quantitative Finance, Data Analysis, Finance, Bloomberg, Query Writing, Market Research, Bank Mergers, Spanish-English, French to English, News Writing, VBA, US Treasuries, Banking Structure, Excel Dashboards, Microsoft Office
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master of Public Administration (M.P.A.), International Economic Policy
Columbia University in the City of New York 2014 — 2015
Quantitative Studies for Finance, GPA: 3.7/4.0
State University of New York at Buffalo - School of Management 2007 — 2012
B.S. Business (Honors) and B.A. Economics, Concentration: Finance
Institut catholique de Paris 2008 — 2008
French Language and Literature
Pontifícia Universidade Católica do Rio de Janeiro
Portuguese Language and Literature
Federal Reserve Bank of New York June 2012 - Present
CIT June 2010 - August 2010
Merrill Lynch September 2009 - January 2010
CNBC May 2009 - August 2009
Skills
Economic Research, Financial Modeling, Policy Analysis, Coding Languages, European Markets, Equity Research, Banking, Financial Statement..., Advanced SQL, Economic Policy, Research, International Economics, Stata, Financial Regulation, Quantitative Research, Financial Analysis, Tableau, Financial Economics, Statistical Modeling, Quantitative Finance, Data Analysis, Finance, Bloomberg, Query Writing, Market Research, Bank Mergers, Spanish-English, French to English, News Writing, VBA, US Treasuries, Banking Structure, Excel Dashboards, Microsoft Office
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master of Public Administration (M.P.A.), International Economic Policy
Columbia University in the City of New York 2014 — 2015
Quantitative Studies for Finance, GPA: 3.7/4.0
State University of New York at Buffalo - School of Management 2007 — 2012
B.S. Business (Honors) and B.A. Economics, Concentration: Finance
Institut catholique de Paris 2008 — 2008
French Language and Literature
Pontifícia Universidade Católica do Rio de Janeiro
Portuguese Language and Literature
Alan Yarborough's Merrill Lynch Experience April 1996 - May 1998
Job President and CEO at ExNovo
Industry Defense & Space
Experience
ExNovo February 2011 - Present
Centre Analytics International, Inc. June 2001 - Present
Executive Office of the President l The White House Office of National Drug Control Policy June 1998 - May 2001
Merrill Lynch April 1996 - May 1998
US Army October 1984 - February 1995
Skills
DoD, Intelligence Community, National Intelligence, Intelligence Collection, HUMINT, Counterintelligence, National Security, Executive Management, Entrepreneurship, R&D, Big Data, Competitive Intelligence, Asymmetric Warfare, Counterterrorism, Reconnaissance and..., Intelligence, Defense, Intelligence Analysis, Policy Analysis, Program Management, Government, Security, International Relations, Operational Planning, Homeland Security, Leadership, Tactics, Strategic Communications, Public Policy, Organizational..., Special Operations, Security Operations, Government Contracting, Training, Crisis Management, Security Clearance, Military Operations, Army, Foreign Policy, Start-ups, Information Assurance, Emergency Management, Weapons, Proposal Writing, Military, Federal Government, Military Experience, Management
Education
Excelsior College 2001 — 2001
Bachelor of Science - Liberal Arts
University of Maryland University College 1988 — 1991
Course work
Georgia Military College 1985 — 1988
Junior College
University of Cambridge 2005 — 2005
Fathom Course
London School of Economics and Political Science 2004 — 2004
Fathom Course
Columbia University - School of International and Public Affairs 2005 — 2005
Fathom Course
ExNovo February 2011 - Present
Centre Analytics International, Inc. June 2001 - Present
Executive Office of the President l The White House Office of National Drug Control Policy June 1998 - May 2001
Merrill Lynch April 1996 - May 1998
US Army October 1984 - February 1995
Skills
DoD, Intelligence Community, National Intelligence, Intelligence Collection, HUMINT, Counterintelligence, National Security, Executive Management, Entrepreneurship, R&D, Big Data, Competitive Intelligence, Asymmetric Warfare, Counterterrorism, Reconnaissance and..., Intelligence, Defense, Intelligence Analysis, Policy Analysis, Program Management, Government, Security, International Relations, Operational Planning, Homeland Security, Leadership, Tactics, Strategic Communications, Public Policy, Organizational..., Special Operations, Security Operations, Government Contracting, Training, Crisis Management, Security Clearance, Military Operations, Army, Foreign Policy, Start-ups, Information Assurance, Emergency Management, Weapons, Proposal Writing, Military, Federal Government, Military Experience, Management
Education
Excelsior College 2001 — 2001
Bachelor of Science - Liberal Arts
University of Maryland University College 1988 — 1991
Course work
Georgia Military College 1985 — 1988
Junior College
University of Cambridge 2005 — 2005
Fathom Course
London School of Economics and Political Science 2004 — 2004
Fathom Course
Columbia University - School of International and Public Affairs 2005 — 2005
Fathom Course
Vinayak Viswanathan's Merrill Lynch Experience June 2014 - August 2014
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting August 2015 - Present
Merrill Lynch June 2014 - August 2014
Deloitte Consulting July 2008 - March 2013
City Without Walls 2011 - 2013
LSI (Legacy Systems International) February 2011 - July 2011
TELUS 2004 - 2005
North American Search Group May 2004 - August 2004
Skills
Business Process..., Management Consulting, IT Strategy, Business Transformation, Integration, Business Analysis, Business Process, Business Development, Strategy, Market Research, Enterprise Software, Leadership, Business Intelligence, Analytics, Product Development
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Waterloo 2003 — 2008
Bachelors in Applied Sciences (BASc), Honors in Computer Engineering
Deloitte Consulting August 2015 - Present
Merrill Lynch June 2014 - August 2014
Deloitte Consulting July 2008 - March 2013
City Without Walls 2011 - 2013
LSI (Legacy Systems International) February 2011 - July 2011
TELUS 2004 - 2005
North American Search Group May 2004 - August 2004
Skills
Business Process..., Management Consulting, IT Strategy, Business Transformation, Integration, Business Analysis, Business Process, Business Development, Strategy, Market Research, Enterprise Software, Leadership, Business Intelligence, Analytics, Product Development
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Waterloo 2003 — 2008
Bachelors in Applied Sciences (BASc), Honors in Computer Engineering
Roy Yu's Merrill Lynch Experience June 2001 - March 2003
Job Vice President Corporate Development & Finance at Argo Tea
Industry Food & Beverages
Experience
Argo Tea January 2014 - Present
Argo Tea August 2010 - January 2014
GustOrganics May 2009 - June 2010
Argo Tea July 2009 - September 2009
American Securities China September 2006 - September 2007
ICV Partners, LLC March 2003 - September 2006
Merrill Lynch June 2001 - March 2003
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Business Development, Strategic Planning, Strategy, Mergers & Acquisitions, Finance, Management, Marketing Strategy, Corporate Development, New Business Development, Retail
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Entrepreneurial Studies
University of California, Berkeley 1997 — 2001
BS, Business Administration
Argo Tea January 2014 - Present
Argo Tea August 2010 - January 2014
GustOrganics May 2009 - June 2010
Argo Tea July 2009 - September 2009
American Securities China September 2006 - September 2007
ICV Partners, LLC March 2003 - September 2006
Merrill Lynch June 2001 - March 2003
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Business Development, Strategic Planning, Strategy, Mergers & Acquisitions, Finance, Management, Marketing Strategy, Corporate Development, New Business Development, Retail
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Entrepreneurial Studies
University of California, Berkeley 1997 — 2001
BS, Business Administration
Nupur Bahal (nbahal@gmail.com)'s Merrill Lynch Experience January 2002 - May 2002
Job Business Strategy & Marketing Executive
Industry Financial Services
Experience
Fidelity Invesments March 2009 - Present
Fidelity Investments 2006 - March 2009
Fidelity Investments 2004 - 2006
Bank of America 2002 - 2004
Merrill Lynch January 2002 - May 2002
Education
Columbia University - Columbia Business School 2000 — 2002
Delhi Public School
Fidelity Invesments March 2009 - Present
Fidelity Investments 2006 - March 2009
Fidelity Investments 2004 - 2006
Bank of America 2002 - 2004
Merrill Lynch January 2002 - May 2002
Education
Columbia University - Columbia Business School 2000 — 2002
Delhi Public School
Jane Kizhner's Merrill Lynch Experience January 1996 - November 2001
Job Management Analyst at Moore Capital
Industry Financial Services
Experience
Moore Capital Management February 2007 - Present
Goldman Sachs April 2004 - February 2007
Merrill Lynch January 1996 - November 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Finance and Business
New York University - Leonard N. Stern School of Business 1991 — 1995
BA, Finance
Moore Capital Management February 2007 - Present
Goldman Sachs April 2004 - February 2007
Merrill Lynch January 1996 - November 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Finance and Business
New York University - Leonard N. Stern School of Business 1991 — 1995
BA, Finance
Karen Levin's Merrill Lynch Experience September 2006 - July 2009
Job Associate Consumer / Retail / Healthcare, IBD at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2012 - August 2012
JPMorgan Chase August 2009 - July 2011
Merrill Lynch September 2006 - July 2009
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Investment Banking, Financial Advisory
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
Economics (Honors Program)
Queen's University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
Columbus School for Girls 1991 — 2003
Goldman Sachs July 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2012 - August 2012
JPMorgan Chase August 2009 - July 2011
Merrill Lynch September 2006 - July 2009
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Investment Banking, Financial Advisory
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
Economics (Honors Program)
Queen's University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
Columbus School for Girls 1991 — 2003
Nnena P. Nkongho's Merrill Lynch Experience 2000 - 2004
Job Emerging Markets Investment Professional (M&A, Strategy/Business Development, Advisor)
Industry Telecommunications
Experience
Arete Capital Partners LLC April 2015 - Present
SOLO Phone November 2013 - Present
Lache Management Services/NPN Consulting LLC 2009 - Present
Etisalat Nigeria 2009 - 2010
Nubuke Investments June 2008 - August 2009
Merrill Lynch 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Investments, Marketing Strategy, Strategy, Equities, Emerging Markets, New Business Development, Mergers & Acquisitions, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Princeton University
B.A.
Groton School
Arete Capital Partners LLC April 2015 - Present
SOLO Phone November 2013 - Present
Lache Management Services/NPN Consulting LLC 2009 - Present
Etisalat Nigeria 2009 - 2010
Nubuke Investments June 2008 - August 2009
Merrill Lynch 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Investments, Marketing Strategy, Strategy, Equities, Emerging Markets, New Business Development, Mergers & Acquisitions, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Princeton University
B.A.
Groton School
Kerry-Ann Poyser-Edwards's Merrill Lynch Experience 2001 - 2006
Job Vice President, FX Investor Solutions at Citi
Industry Financial Services
Experience
Citi 2008 - Present
Merrill Lynch 2001 - 2006
Skills
Financial Modeling, Capital Markets, Corporate Finance, Business Strategy, Fixed Income, Hedge Funds, Investment Banking, Valuation, Investments, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
Spelman College 1998 — 2002
BA, Economics
Midwood High School 1994 — 1998
Citi 2008 - Present
Merrill Lynch 2001 - 2006
Skills
Financial Modeling, Capital Markets, Corporate Finance, Business Strategy, Fixed Income, Hedge Funds, Investment Banking, Valuation, Investments, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
Spelman College 1998 — 2002
BA, Economics
Midwood High School 1994 — 1998
Chris Garman's Merrill Lynch Experience 2001 - 2008
Job President and Chief Investment Strategist, Garman Research LLC
Industry Financial Services
Experience
Garman Research LLC July 2008 - Present
Merrill Lynch 2001 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch September 1995 - October 1998
Skills
High Yield Bonds, Fixed Income Analysis, Portfolio Management, Quantitative Finance, Risk Management, Capital Markets, Fixed Income, Financial Economics, Financial Modeling, Investments, Interest Rates, Asset Management, Valuation, Equities, Hedge Funds, Bonds, Credit Analysis, Writing, Sales Presentations, Client Relations, Bloomberg, Matlab
Education
Columbia University - School of International and Public Affairs 1992 — 1994
Master's degree, International Political Economy
Occidental College 1987 — 1991
BA, Diplomacy and World Affairs
Institute for Economic and Political Studies 1989 — 1990
International Political Economy
Garman Research LLC July 2008 - Present
Merrill Lynch 2001 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch September 1995 - October 1998
Skills
High Yield Bonds, Fixed Income Analysis, Portfolio Management, Quantitative Finance, Risk Management, Capital Markets, Fixed Income, Financial Economics, Financial Modeling, Investments, Interest Rates, Asset Management, Valuation, Equities, Hedge Funds, Bonds, Credit Analysis, Writing, Sales Presentations, Client Relations, Bloomberg, Matlab
Education
Columbia University - School of International and Public Affairs 1992 — 1994
Master's degree, International Political Economy
Occidental College 1987 — 1991
BA, Diplomacy and World Affairs
Institute for Economic and Political Studies 1989 — 1990
International Political Economy
Meredith Prichard Jensen's Merrill Lynch Experience August 1995 - July 1996
Job Executive Director at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank October 2009 - Present
Stanford Graduate School of Business August 2008 - August 2009
Global Retail and Consumer Consulting February 2003 - July 2008
JP Morgan August 1997 - January 2004
JPMorgan 1999 - 2004
Credit Suisse August 1996 - August 1997
Merrill Lynch August 1995 - July 1996
Smith Barney January 1992 - November 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Vanderbilt University 1987 — 1991
BA, Economics, Latin American Studies, Spanish, Portuguese
UBS Investment Bank October 2009 - Present
Stanford Graduate School of Business August 2008 - August 2009
Global Retail and Consumer Consulting February 2003 - July 2008
JP Morgan August 1997 - January 2004
JPMorgan 1999 - 2004
Credit Suisse August 1996 - August 1997
Merrill Lynch August 1995 - July 1996
Smith Barney January 1992 - November 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Vanderbilt University 1987 — 1991
BA, Economics, Latin American Studies, Spanish, Portuguese
Karen Abraham's Merrill Lynch Experience October 2008 - August 2009
Job Counsel Investment Management Group and Derivatives Practice Group at Lowenstein Sandler LLP
Industry Financial Services
Experience
Lowenstein Sandler LLP February 2010 - Present
Merrill Lynch October 2008 - August 2009
Merrill Lynch Hedge Fund Integration Services, Inc. January 2008 - October 2008
Axiom Legal March 2004 - December 2007
Barclays 2007 - 2007
Amaranth Group Inc. 2005 - 2006
Societe Generale July 2004 - November 2005
Hess Corporation April 2002 - March 2004
Skills
Hedge Funds, Treasury, Structured Products, Securities, Negotiation, Derivatives, Securities Lending, Investment Management, ISDA, Credit, Due Diligence, Prime Brokerage, Trading, Capital Markets, Financial Analysis, Securities Regulation, Financial Regulation, Financial Risk, Equities, Banking, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Equity Markets and Products, Financial Statement Analysis, Value Investing and Strategy
New York Law School 2000 — 2003
JD, Law
Sarah Lawrence College 1986 — 1990
BA, Other Humanities
Lowenstein Sandler LLP February 2010 - Present
Merrill Lynch October 2008 - August 2009
Merrill Lynch Hedge Fund Integration Services, Inc. January 2008 - October 2008
Axiom Legal March 2004 - December 2007
Barclays 2007 - 2007
Amaranth Group Inc. 2005 - 2006
Societe Generale July 2004 - November 2005
Hess Corporation April 2002 - March 2004
Skills
Hedge Funds, Treasury, Structured Products, Securities, Negotiation, Derivatives, Securities Lending, Investment Management, ISDA, Credit, Due Diligence, Prime Brokerage, Trading, Capital Markets, Financial Analysis, Securities Regulation, Financial Regulation, Financial Risk, Equities, Banking, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Equity Markets and Products, Financial Statement Analysis, Value Investing and Strategy
New York Law School 2000 — 2003
JD, Law
Sarah Lawrence College 1986 — 1990
BA, Other Humanities
Russ Crafton's Merrill Lynch Experience 1993 - 1997
Job Managing Director at BlueSquare Capital Group
Industry Investment Banking
Experience
BlueSquare Capital Group January 2015 - Present
Redwood Capital 2002 - October 2014
JP Morgan Chase 2000 - 2002
Lucent Technologies 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Private Placements, Investment Banking, Private Equity, Corporate Development, Debt, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business & Accounting
BlueSquare Capital Group January 2015 - Present
Redwood Capital 2002 - October 2014
JP Morgan Chase 2000 - 2002
Lucent Technologies 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Private Placements, Investment Banking, Private Equity, Corporate Development, Debt, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business & Accounting
Nina Scheller's Merrill Lynch Experience 2006 - 2008
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Morgan Stanley May 2008 - June 2010
Merrill Lynch 2006 - 2008
Bank of America Merrill Lynch 2006 - 2008
Skills
Equity Research, Equities, Investment Strategies, Industry Analysis, Competitive Analysis, Research, Strategic Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (B.S.)
Morgan Stanley July 2010 - Present
Morgan Stanley May 2008 - June 2010
Merrill Lynch 2006 - 2008
Bank of America Merrill Lynch 2006 - 2008
Skills
Equity Research, Equities, Investment Strategies, Industry Analysis, Competitive Analysis, Research, Strategic Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (B.S.)
Stan Kovler's Merrill Lynch Experience December 2003 - April 2005
Job Sr. Equity Research Analyst at Citi Research
Industry Financial Services
Experience
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Jordan Turkewitz's Merrill Lynch Experience August 1998 - January 2000
Job Partner at ZelnickMedia
Industry Venture Capital & Private Equity
Experience
ZelnickMedia 2002 - Present
Jupitermedia Corporation January 2000 - December 2001
Merrill Lynch August 1998 - January 2000
Goldman Sachs 1997 - 1997
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and Management
Cornell University 1988 — 1992
BA, Government
ZelnickMedia 2002 - Present
Jupitermedia Corporation January 2000 - December 2001
Merrill Lynch August 1998 - January 2000
Goldman Sachs 1997 - 1997
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and Management
Cornell University 1988 — 1992
BA, Government
Brendan January's Merrill Lynch Experience 2006 - Present
Job Senior Writer at Lazard Asset Management
Industry Public Relations and Communications
Experience
Merrill Lynch 2006 - Present
Skills
Social Media, Hedge Funds, Series 7, Investments, Corporate Communications, Wealth Management, Equities, Finance, Mutual Funds
Education
Columbia University - Graduate School of Journalism 1999 — 2000
BS
Haverford College 1991 — 1995
BA, History and English
Merrill Lynch 2006 - Present
Skills
Social Media, Hedge Funds, Series 7, Investments, Corporate Communications, Wealth Management, Equities, Finance, Mutual Funds
Education
Columbia University - Graduate School of Journalism 1999 — 2000
BS
Haverford College 1991 — 1995
BA, History and English
Stacy Turnof's Merrill Lynch Experience November 1998 - September 2007
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
Nitin Kumar, CFA's Merrill Lynch Experience June 2013 - 2014
Job Equity Research Analyst
Industry Financial Services
Experience
Millennium Management January 2015 - Present
Merrill Lynch June 2013 - 2014
BNP Paribas January 2012 - April 2013
BNP Paribas October 2010 - March 2012
BNP Paribas September 2008 - October 2010
Ernst & Young LLP April 2004 - August 2008
Columbia Business School - Columbia University 2006 - 2008
Firmwide Risk, Goldman Sachs & Co August 2003 - April 2004
Ernst & Young LLP July 2001 - August 2003
Ernst & Young LLP May 2000 - August 2000
Skills
Equities, Bloomberg, Financial Analysis, Credit Risk, Investments, Finance, Equity Research, Options, Equity Derivatives, Quantitative Analytics, Securities, VBA, IPO, Financial Modeling, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 2006 — 2008
Masters, Business Administration
Franklin & Marshall College 1997 — 2001
Bachelor of Arts, Economics, Accounting/Finance
Millennium Management January 2015 - Present
Merrill Lynch June 2013 - 2014
BNP Paribas January 2012 - April 2013
BNP Paribas October 2010 - March 2012
BNP Paribas September 2008 - October 2010
Ernst & Young LLP April 2004 - August 2008
Columbia Business School - Columbia University 2006 - 2008
Firmwide Risk, Goldman Sachs & Co August 2003 - April 2004
Ernst & Young LLP July 2001 - August 2003
Ernst & Young LLP May 2000 - August 2000
Skills
Equities, Bloomberg, Financial Analysis, Credit Risk, Investments, Finance, Equity Research, Options, Equity Derivatives, Quantitative Analytics, Securities, VBA, IPO, Financial Modeling, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 2006 — 2008
Masters, Business Administration
Franklin & Marshall College 1997 — 2001
Bachelor of Arts, Economics, Accounting/Finance
Sarah Lukashok's Merrill Lynch Experience May 1997 - June 2002
Job Director, Executive and Internal Communications, Investment Banking, RBS
Industry Public Relations and Communications
Experience
Royal Bank of Scotland April 2009 - Present
Credit Suisse August 2005 - December 2008
Deutsche Bank June 2002 - May 2005
Merrill Lynch May 1997 - June 2002
Skills
Newsletters, Marketing, Internal Communications, Intranet, Management, Investment Banking, Corporate Communications, Investor Relations, Crisis Communications, Content Development, Communications Planning, Strategic Communications, Speech Writing, Leadership, Strategy, Reputation Management, Media Relations, Corporate Social..., Marketing Communications, Communication Training, Stakeholder Engagement
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Masters in International Affairs, European Union Policy
Cornell University 1988 — 1992
B.A., European History
Sciences Po 1990 — 1991
Certificate of Political Science, Institut d'Etudes Politiques de Paris
Royal Bank of Scotland April 2009 - Present
Credit Suisse August 2005 - December 2008
Deutsche Bank June 2002 - May 2005
Merrill Lynch May 1997 - June 2002
Skills
Newsletters, Marketing, Internal Communications, Intranet, Management, Investment Banking, Corporate Communications, Investor Relations, Crisis Communications, Content Development, Communications Planning, Strategic Communications, Speech Writing, Leadership, Strategy, Reputation Management, Media Relations, Corporate Social..., Marketing Communications, Communication Training, Stakeholder Engagement
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Masters in International Affairs, European Union Policy
Cornell University 1988 — 1992
B.A., European History
Sciences Po 1990 — 1991
Certificate of Political Science, Institut d'Etudes Politiques de Paris
Noam Berk's Merrill Lynch Experience 2006 - 2008
Job Partner at IOG Capital
Industry Financial Services
Experience
IOG Capital January 2014 - Present
Dean Street Capital Advisors January 2008 - Present
Merrill Lynch 2006 - 2008
Deutsche Bank 1997 - 2006
Skills
Financial Structuring, Fixed Income, Valuation, Credit Derivatives, Project Finance, Options, Emerging Markets, Hedging, Commodity, Structured Finance, Structured Commodity..., Bonds, Portfolio Management, Capital Markets, Due Diligence, Structured Products, Securitization, Financial Markets, Asset Management, Equity Derivatives, Financial Risk, Swaps, Equities, Credit Risk, Leveraged Finance
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
UNC Chapel Hill 1992 — 1993
Master's degree, Military History
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree
IOG Capital January 2014 - Present
Dean Street Capital Advisors January 2008 - Present
Merrill Lynch 2006 - 2008
Deutsche Bank 1997 - 2006
Skills
Financial Structuring, Fixed Income, Valuation, Credit Derivatives, Project Finance, Options, Emerging Markets, Hedging, Commodity, Structured Finance, Structured Commodity..., Bonds, Portfolio Management, Capital Markets, Due Diligence, Structured Products, Securitization, Financial Markets, Asset Management, Equity Derivatives, Financial Risk, Swaps, Equities, Credit Risk, Leveraged Finance
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
UNC Chapel Hill 1992 — 1993
Master's degree, Military History
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree
Jukti Kalita's Merrill Lynch Experience 1996 - 2006
Job Director of Business Analytics and Insights (North America) at Pfizer
Industry Pharmaceuticals
Experience
Pfizer November 2012 - Present
Campbell Alliance March 2011 - September 2012
Health Products Research / Advance Insights (inVentiv Pharmaceuticals) April 2006 - March 2011
Merrill Lynch 1996 - 2006
Baruch College, City Univ of New York 1990 - 1995
Skills
Business Analytics, Management, Data Integration, Data Quality, Decision Trees, Analytics, Due Diligence, Statistical Software, Market Analysis, Pharmaceutical Industry, Competitive Analysis, Development Of Employees, Predictive Modeling, Predictive Analytics, SAS, Analysis, Market Research, Competitive Intelligence, Marketing Analytics, SAS programming, Forecasting, Marketing Strategy, Big Data, Customer Analysis, Business Intelligence, Business Analysis, Statistical Modeling, Marketing, Segmentation, Customer Insight, Data Modeling, Data Management, Primary Research, Strategy, Marketing Research, Statistics, Quantitative Research, Database Marketing, SPSS, Data Mining, Data Analysis, Optimization
Education
Columbia University - Columbia Business School 1986 — 1991
Indian Institute of Management, Calcutta 1983 — 1985
MBA, Marketing and Operations Management
Indian Institute of Technology, Kharagpur 1977 — 1982
B Tech, Mechanical Engg
Pfizer November 2012 - Present
Campbell Alliance March 2011 - September 2012
Health Products Research / Advance Insights (inVentiv Pharmaceuticals) April 2006 - March 2011
Merrill Lynch 1996 - 2006
Baruch College, City Univ of New York 1990 - 1995
Skills
Business Analytics, Management, Data Integration, Data Quality, Decision Trees, Analytics, Due Diligence, Statistical Software, Market Analysis, Pharmaceutical Industry, Competitive Analysis, Development Of Employees, Predictive Modeling, Predictive Analytics, SAS, Analysis, Market Research, Competitive Intelligence, Marketing Analytics, SAS programming, Forecasting, Marketing Strategy, Big Data, Customer Analysis, Business Intelligence, Business Analysis, Statistical Modeling, Marketing, Segmentation, Customer Insight, Data Modeling, Data Management, Primary Research, Strategy, Marketing Research, Statistics, Quantitative Research, Database Marketing, SPSS, Data Mining, Data Analysis, Optimization
Education
Columbia University - Columbia Business School 1986 — 1991
Indian Institute of Management, Calcutta 1983 — 1985
MBA, Marketing and Operations Management
Indian Institute of Technology, Kharagpur 1977 — 1982
B Tech, Mechanical Engg
Leonard Murray's Merrill Lynch Experience 1991 - 1994
Job Managing Partner Zion Consulting Group, LLC
Industry Real Estate
Experience
Zion Consulting Group, LLC 2004 - Present
Indigo Kitchen Montclair May 2012 - 2013
Alliance Capital Management 1994 - 2004
Merrill Lynch 1991 - 1994
TIAA-CREF 1991 - 1991
Skills
Investments, Due Diligence, Financial Modeling, Financial Analysis, Equities, Real Estate, Business Development, Asset Managment, Private Equity, Valuation, Portfolio Management, Investment Management, Alternative Investments, Strategic Planning, Strategic Negotiations, Product Structuring, Commercial Deal..., Venture Capital, Strategy, Corporate Finance, Asset Management, Investment Banking, Real Estate Development, Commercial Real Estate
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Morehouse College 1987 — 1992
ba, finance & real Estate
Central High School
REAP -Real Estate Associate Program
Zion Consulting Group, LLC 2004 - Present
Indigo Kitchen Montclair May 2012 - 2013
Alliance Capital Management 1994 - 2004
Merrill Lynch 1991 - 1994
TIAA-CREF 1991 - 1991
Skills
Investments, Due Diligence, Financial Modeling, Financial Analysis, Equities, Real Estate, Business Development, Asset Managment, Private Equity, Valuation, Portfolio Management, Investment Management, Alternative Investments, Strategic Planning, Strategic Negotiations, Product Structuring, Commercial Deal..., Venture Capital, Strategy, Corporate Finance, Asset Management, Investment Banking, Real Estate Development, Commercial Real Estate
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Morehouse College 1987 — 1992
ba, finance & real Estate
Central High School
REAP -Real Estate Associate Program
Larry Tankel's Merrill Lynch Experience June 2000 - June 2002
Job Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2013 - Present
TIAA-CREF July 2002 - August 2013
Merrill Lynch June 2000 - June 2002
Sanford C. Bernstein July 1999 - June 2000
PwC July 1989 - June 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Asset Management, Securities, Valuation, Bloomberg, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of Virginia 1985 — 1989
BS in Commerce, Accounting
Goldman Sachs Asset Management September 2013 - Present
TIAA-CREF July 2002 - August 2013
Merrill Lynch June 2000 - June 2002
Sanford C. Bernstein July 1999 - June 2000
PwC July 1989 - June 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Asset Management, Securities, Valuation, Bloomberg, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of Virginia 1985 — 1989
BS in Commerce, Accounting
Rob Simensky's Merrill Lynch Experience 1992 - 2002
Job Managing Member, Plymouth Capital Management & Advisors LLC
Industry Investment Management
Experience
Plymouth Capital Management & Advisors LLC March 2002 - Present
SAC Capital 2004 - 2006
Merrill Lynch 1992 - 2002
Skills
Private Equity, Alternative Investments, Hedge Funds, Investments, Investment Banking, Capital Markets, Equities, Venture Capital, Valuation, Corporate Finance, Asset Managment, Fixed Income, Financial Modeling, Portfolio Management, Private Placements
Education
Columbia University - Columbia Business School 1989 — 1993
MBA, Finance and Management
Columbia University - School of Law 1989 — 1993
JD
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance, Management & Real Estate
Plymouth Capital Management & Advisors LLC March 2002 - Present
SAC Capital 2004 - 2006
Merrill Lynch 1992 - 2002
Skills
Private Equity, Alternative Investments, Hedge Funds, Investments, Investment Banking, Capital Markets, Equities, Venture Capital, Valuation, Corporate Finance, Asset Managment, Fixed Income, Financial Modeling, Portfolio Management, Private Placements
Education
Columbia University - Columbia Business School 1989 — 1993
MBA, Finance and Management
Columbia University - School of Law 1989 — 1993
JD
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance, Management & Real Estate
Michael Dubrow's Merrill Lynch Experience 1996 - 1999
Job Vice President Office of Risk Management at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company July 2010 - March 2012
New York Life 2002 - June 2010
CRI Media Partners 2000 - 2002
Jacob Asset Management 1999 - 2000
Merrill Lynch 1996 - 1999
Federal Reserve Board 1992 - 1994
Skills
Risk Management, ALM, Enterprise Risk..., Market Risk, Investments, Fixed Income, Operational Risk, Economic Capital, Financial Risk, Insurance, Asset Managment, Derivatives
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics and Finance
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company July 2010 - March 2012
New York Life 2002 - June 2010
CRI Media Partners 2000 - 2002
Jacob Asset Management 1999 - 2000
Merrill Lynch 1996 - 1999
Federal Reserve Board 1992 - 1994
Skills
Risk Management, ALM, Enterprise Risk..., Market Risk, Investments, Fixed Income, Operational Risk, Economic Capital, Financial Risk, Insurance, Asset Managment, Derivatives
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics and Finance
Manish Sarin's Merrill Lynch Experience 2005 - 2009
Job EVP, Corporate Planning & Development at Proofpoint
Industry Computer Software
Experience
Proofpoint 2012 - Present
Hewlett-Packard 2010 - 2012
Merrill Lynch 2005 - 2009
Wells Fargo Securities 2003 - 2005
JPMorgan H&Q 1999 - 2002
Price Waterhouse 1994 - 1997
Skills
Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Mergers, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Equities, M&A experience, Start-ups, Investments, Financial Analysis, Portfolio Management, Emerging Markets, Business Strategy, Product Management, SaaS
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, General
Chartered Association of Certified Accountants (ACCA) 1995 — 1997
Chartered Diploma in Accounting & Finance (CDipAF), Accounting and Finance
IIT, India 1990 — 1994
BTech, Computer Science
DPS
Proofpoint 2012 - Present
Hewlett-Packard 2010 - 2012
Merrill Lynch 2005 - 2009
Wells Fargo Securities 2003 - 2005
JPMorgan H&Q 1999 - 2002
Price Waterhouse 1994 - 1997
Skills
Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Mergers, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Equities, M&A experience, Start-ups, Investments, Financial Analysis, Portfolio Management, Emerging Markets, Business Strategy, Product Management, SaaS
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, General
Chartered Association of Certified Accountants (ACCA) 1995 — 1997
Chartered Diploma in Accounting & Finance (CDipAF), Accounting and Finance
IIT, India 1990 — 1994
BTech, Computer Science
DPS
Tillie Galan Borchers's Merrill Lynch Experience 1998 - 2000
Job Senior Vice President, Bank of the Ozarks
Industry Real Estate
Experience
Bank of the Ozarks March 2015 - Present
PNL Companies June 2013 - March 2015
LNR Property Corporation 2003 - 2012
LaSalle Bank 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Credit Analysis, Commercial Mortgages, Commercial Lending, Loan Servicing, Asset Managment, Loans, Valuation, Underwriting, Acquisitions, Due Diligence, Portfolio Management, Investments, Real Estate Economics, Disposition, Asset Management, Finance, Commercial Real Estate, Financial Modeling, CMBS, Structured Finance, Real Estate Financing, Equities, Brokerage, Credit, Real Estate, Financial Structuring, Workout, Private Equity, Loan Modifications, Loan Origination
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance, Real Estate
University of Florida
B.S., Finance
Bank of the Ozarks March 2015 - Present
PNL Companies June 2013 - March 2015
LNR Property Corporation 2003 - 2012
LaSalle Bank 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Credit Analysis, Commercial Mortgages, Commercial Lending, Loan Servicing, Asset Managment, Loans, Valuation, Underwriting, Acquisitions, Due Diligence, Portfolio Management, Investments, Real Estate Economics, Disposition, Asset Management, Finance, Commercial Real Estate, Financial Modeling, CMBS, Structured Finance, Real Estate Financing, Equities, Brokerage, Credit, Real Estate, Financial Structuring, Workout, Private Equity, Loan Modifications, Loan Origination
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance, Real Estate
University of Florida
B.S., Finance
Belinda Ghetti's Merrill Lynch Experience May 1996 - May 1997
Job Senior Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2012 - Present
Standard & Poor's September 2001 - August 2012
CIBC World Markets May 2000 - September 2001
Standard & Poor's May 1997 - December 1998
Merrill Lynch May 1996 - May 1997
Skills
ABS, CDO, CLO, Securitization, Structured Finance, Credit Derivatives, MBS, CDS, Structured Products, Capital Markets, Fixed Income, Derivatives
Education
Columbia University - School of International and Public Affairs 1998 — 2000
MIA, International Banking and Finance - Economic Development
Hofstra University 1994 — 1997
BBA, Banking and Finance
Standard & Poor's September 2012 - Present
Standard & Poor's September 2001 - August 2012
CIBC World Markets May 2000 - September 2001
Standard & Poor's May 1997 - December 1998
Merrill Lynch May 1996 - May 1997
Skills
ABS, CDO, CLO, Securitization, Structured Finance, Credit Derivatives, MBS, CDS, Structured Products, Capital Markets, Fixed Income, Derivatives
Education
Columbia University - School of International and Public Affairs 1998 — 2000
MIA, International Banking and Finance - Economic Development
Hofstra University 1994 — 1997
BBA, Banking and Finance
Robert P. Ryan, CFA's Merrill Lynch Experience February 2003 - July 2008
Job Sellside equity research analyst
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Renaud Verlaque's Merrill Lynch Experience May 2000 - July 2001
Job Managing Director, Client Portfolio Management at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments December 2010 - Present
Two Sigma Investments December 2009 - December 2010
Two Sigma Investments December 2005 - December 2009
Bridgewater Associates December 2003 - October 2005
RV Advisory/Conseil September 2001 - July 2003
Merrill Lynch May 2000 - July 2001
ING Barings November 1999 - May 2000
JP Morgan Chase December 1997 - November 1999
JP Morgan Chase March 1994 - November 1997
Credit Lyonnais October 1989 - June 1992
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Derivatives, Investment Management, Investments, Private Equity, Capital Markets, Asset Allocation, Fund Of Funds, Global Macro, Due Diligence
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Sciences Po 1986 — 1989
BS, Economics & Finance
Two Sigma Investments December 2010 - Present
Two Sigma Investments December 2009 - December 2010
Two Sigma Investments December 2005 - December 2009
Bridgewater Associates December 2003 - October 2005
RV Advisory/Conseil September 2001 - July 2003
Merrill Lynch May 2000 - July 2001
ING Barings November 1999 - May 2000
JP Morgan Chase December 1997 - November 1999
JP Morgan Chase March 1994 - November 1997
Credit Lyonnais October 1989 - June 1992
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Derivatives, Investment Management, Investments, Private Equity, Capital Markets, Asset Allocation, Fund Of Funds, Global Macro, Due Diligence
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Sciences Po 1986 — 1989
BS, Economics & Finance
Nili Schnitzer's Merrill Lynch Experience 1996 - Present
Job VP, Senior Business Systems Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Saks Fifth Avenue 1994 - 1996
IBM 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Operations Management
Lehigh University 1982 — 1986
BSEE, Electrical Engineering
Merrill Lynch 1996 - Present
Saks Fifth Avenue 1994 - 1996
IBM 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Operations Management
Lehigh University 1982 — 1986
BSEE, Electrical Engineering
Lisa Still's Merrill Lynch Experience reporterGreenwich TimeApril 1997 - April 1999
Job Executive Speechwriter at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch reporterGreenwich TimeApril 1997 - April 1999
hartford courant 1992 - 1995
Los Angeles Times June 1991 - June 1992
Education
Columbia University - Graduate School of Journalism 1997 — 1999
masters, journalism
Merrill Lynch reporterGreenwich TimeApril 1997 - April 1999
hartford courant 1992 - 1995
Los Angeles Times June 1991 - June 1992
Education
Columbia University - Graduate School of Journalism 1997 — 1999
masters, journalism
Julie Zola's Merrill Lynch Experience 1997 - 1999
Job Consultant at Investment Bank
Industry Investment Management
Experience
Axiom January 2015 - Present
The Walking Classroom Institute 2013 - December 2014
ZAIS Group, LLC 2003 - 2011
Thacher Proffitt & Wood LLP 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equities, Derivatives, CDO, Alternative Investments, Credit, Due Diligence, Underwriting, Structured Finance, Asset Managment, Asset Management, Hedge Funds, Fixed Income, Valuation, Structured Products, Portfolio Management, Investments, Trading, Securitization, Credit Derivatives, Bonds, Capital Markets
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Florida State University 1993 — 1996
JD, Cum Laude
Axiom January 2015 - Present
The Walking Classroom Institute 2013 - December 2014
ZAIS Group, LLC 2003 - 2011
Thacher Proffitt & Wood LLP 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equities, Derivatives, CDO, Alternative Investments, Credit, Due Diligence, Underwriting, Structured Finance, Asset Managment, Asset Management, Hedge Funds, Fixed Income, Valuation, Structured Products, Portfolio Management, Investments, Trading, Securitization, Credit Derivatives, Bonds, Capital Markets
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Florida State University 1993 — 1996
JD, Cum Laude
Tianhong Joy Ying's Merrill Lynch Experience July 2001 - April 2006
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
Omer Corluhan's Merrill Lynch Experience June 2007 - August 2007
Job Head of Electronic Trading at Yapı Kredi Yatırım Menkul Değerler A.Ş.
Industry Investment Banking
Experience
Yapı Kredi Yatırım Menkul Değerler A.Ş. August 2015 - Present
BofA Merrill Lynch July 2008 - June 2015
Merrill Lynch June 2007 - August 2007
Citigroup June 2006 - July 2006
JP Morgan Chase June 2005 - July 2005
Skills
Emerging Markets, Corporate Finance, Trading, Economics, Capital Markets, Bloomberg, Fixed Income, Private Equity, Valuation, Series 7, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Investment Banking, Financial Modeling, Alternative Investments, Equity Research, Options, Securities, Structured Products, Equity Derivatives
Education
Columbia Business School 2011 — 2013
Executive MBA
Swarthmore College 2004 — 2008
BS and BA, Engineering and Economics
Yapı Kredi Yatırım Menkul Değerler A.Ş. August 2015 - Present
BofA Merrill Lynch July 2008 - June 2015
Merrill Lynch June 2007 - August 2007
Citigroup June 2006 - July 2006
JP Morgan Chase June 2005 - July 2005
Skills
Emerging Markets, Corporate Finance, Trading, Economics, Capital Markets, Bloomberg, Fixed Income, Private Equity, Valuation, Series 7, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Investment Banking, Financial Modeling, Alternative Investments, Equity Research, Options, Securities, Structured Products, Equity Derivatives
Education
Columbia Business School 2011 — 2013
Executive MBA
Swarthmore College 2004 — 2008
BS and BA, Engineering and Economics
Mi Yong Cho's Merrill Lynch Experience 2003 - 2009
Job Head of Compensation, Benefits & Analytics
Industry Human Resources
Experience
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
Selma Bueno's Merrill Lynch Experience 2009 - 2010
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - November 2012
Morgan Stanley June 2010 - January 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2005 - 2006
Merrill Lynch 2000 - 2003
JPMorgan 1997 - 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Fundação Getulio Vargas 1995 — 1999
Business Administration, Finance
Universidade de São Paulo 1995 — 1999
Law
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - November 2012
Morgan Stanley June 2010 - January 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2005 - 2006
Merrill Lynch 2000 - 2003
JPMorgan 1997 - 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Fundação Getulio Vargas 1995 — 1999
Business Administration, Finance
Universidade de São Paulo 1995 — 1999
Law
Michael Frenz's Merrill Lynch Experience 1996 - 1999
Job Vice President – Real Estate Investment Banking at FBR
Industry Investment Banking
Experience
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
Philip Bowers's Merrill Lynch Experience August 1982 - March 2003
Job Managing Director at Bentley Associates
Industry Financial Services
Experience
Bentley Associates April 2008 - Present
Nomura April 2004 - April 2005
Merrill Lynch August 1982 - March 2003
Skills
Renewable Energy, Clean Technology, Venture Capital, Private Equity, Investment Banking, Private Placements, M&A experience, Valuation, Corporate Development, Due Diligence, Debt, Cleantech, Alternative Investments, Entrepreneurship, Capital Markets, Mergers & Acquisitions, IPO, Corporate Finance, Investments, Finance, Financial Structuring, Business Valuation, Structured Finance, Equities
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
University of Virginia 1974 — 1979
BS, Finance
St Marks School 1970 — 1974
Diploma
Bentley Associates April 2008 - Present
Nomura April 2004 - April 2005
Merrill Lynch August 1982 - March 2003
Skills
Renewable Energy, Clean Technology, Venture Capital, Private Equity, Investment Banking, Private Placements, M&A experience, Valuation, Corporate Development, Due Diligence, Debt, Cleantech, Alternative Investments, Entrepreneurship, Capital Markets, Mergers & Acquisitions, IPO, Corporate Finance, Investments, Finance, Financial Structuring, Business Valuation, Structured Finance, Equities
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
University of Virginia 1974 — 1979
BS, Finance
St Marks School 1970 — 1974
Diploma
Dominic P. Bencivenga's Merrill Lynch Experience September 1998 - August 2004
Job Senior Communications Manager, JPMORGAN CHASE & Co.
Industry Writing and Editing
Experience
JPMORGAN CHASE & Co. November 2013 - Present
Elan Corporation plc September 2004 - March 2013
Merrill Lynch September 1998 - August 2004
New York Law Journal October 1994 - September 1998
Sarasota (FL) Herald-Tribune December 1988 - October 1994
Newsday June 1987 - November 1987
CBS Video Library February 1986 - June 1987
Skills
Pharmaceutical Industry, Strategic Partnerships, Biotechnology, Corporate Communications, Project Management, Social Media, Strategic Planning, Editing, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Public Speaking, Strategy, Crisis Communications, Publications, Speech Writing, Internal Communications
Education
Columbia University - Graduate School of Journalism 1986 — 1987
Master of Science (MS)
Hofstra University 1981 — 1983
Bachelor of Arts (BA)
Nassau Community College 1979 — 1981
Associate of Arts (AA)
JPMORGAN CHASE & Co. November 2013 - Present
Elan Corporation plc September 2004 - March 2013
Merrill Lynch September 1998 - August 2004
New York Law Journal October 1994 - September 1998
Sarasota (FL) Herald-Tribune December 1988 - October 1994
Newsday June 1987 - November 1987
CBS Video Library February 1986 - June 1987
Skills
Pharmaceutical Industry, Strategic Partnerships, Biotechnology, Corporate Communications, Project Management, Social Media, Strategic Planning, Editing, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Public Speaking, Strategy, Crisis Communications, Publications, Speech Writing, Internal Communications
Education
Columbia University - Graduate School of Journalism 1986 — 1987
Master of Science (MS)
Hofstra University 1981 — 1983
Bachelor of Arts (BA)
Nassau Community College 1979 — 1981
Associate of Arts (AA)
Socorro Gonzalez's Merrill Lynch Experience 1997 - 2009
Job Director, Global Corp Real Estate Strategy & Transactions at AIG
Industry Banking
Experience
AIG May 2010 - Present
Bank of America February 2009 - August 2010
Merrill Lynch 1997 - 2009
Skills
Corporate Real Estate, Facilities Management, Asset Managment
Education
Columbia University - Columbia Business School
Executive MBA, Business Administration and Management, General
Tulane University
BArch/MArch, Architecture
AIG May 2010 - Present
Bank of America February 2009 - August 2010
Merrill Lynch 1997 - 2009
Skills
Corporate Real Estate, Facilities Management, Asset Managment
Education
Columbia University - Columbia Business School
Executive MBA, Business Administration and Management, General
Tulane University
BArch/MArch, Architecture
Kelly Mulvey's Merrill Lynch Experience 1993 - 1997
Job Finance at Wpromote
Industry Online Media
Experience
Wpromote 2015 - Present
Special Situations Finance Executive 2010 - 2015
SABMiller plc 2005 - 2010
360 Consulting 2003 - 2005
Lehman Brothers 1999 - 2002
Merrill Lynch 1993 - 1997
Skills
Strategy, Emerging Markets, Equity Research, Business Strategy, Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Private Equity, Forecasting, Investments
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Dartmouth College
BA, Government and Economics
Wpromote 2015 - Present
Special Situations Finance Executive 2010 - 2015
SABMiller plc 2005 - 2010
360 Consulting 2003 - 2005
Lehman Brothers 1999 - 2002
Merrill Lynch 1993 - 1997
Skills
Strategy, Emerging Markets, Equity Research, Business Strategy, Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Private Equity, Forecasting, Investments
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Dartmouth College
BA, Government and Economics
JOHN SERVIN's Merrill Lynch Experience February 2000 - April 2009
Job at Fleischer Jacobs Group
Industry Financial Services
Experience
Fleischer Jacobs Group November 2009 - Present
Merrill Lynch February 2000 - April 2009
Credit Lyonnais Securities December 1995 - February 2000
TD Securities June 1994 - December 1995
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Williams College 1985 — 1989
BA, Art History
Fleischer Jacobs Group November 2009 - Present
Merrill Lynch February 2000 - April 2009
Credit Lyonnais Securities December 1995 - February 2000
TD Securities June 1994 - December 1995
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Williams College 1985 — 1989
BA, Art History
Evan Denner's Merrill Lynch Experience 2003 - 2004
Job Chief Executive Officer at Campus Evolution, LLC
Industry Real Estate
Experience
Lauderhill Partners, LLC June 2012 - Present
Campus Evolution, LLC June 2012 - Present
Campus Evolution Villages, LLC June 2012 - Present
Cantor Fitzgerald January 2010 - June 2012
Quadra Realty Trust January 2007 - June 2009
Hypo Real Estate Capital Corporation January 2004 - June 2009
Merrill Lynch 2003 - 2004
UBS 2000 - 2003
GMACCM/CII 1999 - 2000
Daiwa Securities Capital Markets 1996 - 1999
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Hofstra University
BA, Marketing
Lauderhill Partners, LLC June 2012 - Present
Campus Evolution, LLC June 2012 - Present
Campus Evolution Villages, LLC June 2012 - Present
Cantor Fitzgerald January 2010 - June 2012
Quadra Realty Trust January 2007 - June 2009
Hypo Real Estate Capital Corporation January 2004 - June 2009
Merrill Lynch 2003 - 2004
UBS 2000 - 2003
GMACCM/CII 1999 - 2000
Daiwa Securities Capital Markets 1996 - 1999
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Hofstra University
BA, Marketing
Michael Trivino, CFA's Merrill Lynch Experience 2004 - 2006
Job Vice President at T Rowe Price
Industry Investment Management
Experience
T Rowe Price August 2011 - Present
Welsh, Carson, Anderson & Stowe 2007 - 2009
ABRY Partners 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
Private Equity, LBO, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Value Investing, Due Diligence, Corporate Finance, Mergers, Equity Research, Investments, Capital Markets, Special Situations, Alternative Investments, Financial Analysis, High Yield
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Georgetown University 1999 — 2003
B.S BA, Finance, International Business
T Rowe Price August 2011 - Present
Welsh, Carson, Anderson & Stowe 2007 - 2009
ABRY Partners 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
Private Equity, LBO, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Value Investing, Due Diligence, Corporate Finance, Mergers, Equity Research, Investments, Capital Markets, Special Situations, Alternative Investments, Financial Analysis, High Yield
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Georgetown University 1999 — 2003
B.S BA, Finance, International Business
Robert Kricena's Merrill Lynch Experience 1995 - 2002
Job Regional Managing Director
Industry Financial Services
Experience
Wells Fargo Private Bank February 2002 - Present
Merrill Lynch 1995 - 2002
Skills
Portfolio Management, Series 7, Asset Management, Strategy, Leadership, Asset Allocation, Investments, Wealth Management, Financial Goals, Alternative Investments, Investment Advisory, Estate Planning, Financial Services, Investment Management, Securities
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley, Haas School of Business 2009 — 2010
MBA, EXECUTIVE MBA
Georgetown University Law Center 1992 — 1995
JD, LAW
University of Delaware 1988 — 1992
BA, INTERNATIONAL RELATIONS
Wells Fargo Private Bank February 2002 - Present
Merrill Lynch 1995 - 2002
Skills
Portfolio Management, Series 7, Asset Management, Strategy, Leadership, Asset Allocation, Investments, Wealth Management, Financial Goals, Alternative Investments, Investment Advisory, Estate Planning, Financial Services, Investment Management, Securities
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley, Haas School of Business 2009 — 2010
MBA, EXECUTIVE MBA
Georgetown University Law Center 1992 — 1995
JD, LAW
University of Delaware 1988 — 1992
BA, INTERNATIONAL RELATIONS
Toni Hackett Antrum's Merrill Lynch Experience May 2005 - January 2008
Job President, The Hackett Group
Industry Investment Management
Experience
THE HACKETT GROUP September 2010 - Present
Good Work Network January 2009 - January 2010
Morgan Keegan January 2008 - December 2008
Merrill Lynch May 2005 - January 2008
East Athens Development Corporation April 2002 - May 2005
University of Georgia Small Business Development Center February 1998 - June 2002
The Washington Hackett Company January 1988 - September 1998
Great Western Financial Services, Inc. December 1986 - March 1988
Howard Weil January 1981 - March 1986
Skills
Investments, Asset Allocation, Portfolio Management, Entrepreneurship, Consulting, University Teaching, Pension Funds, Strategic Financial..., Wealth, Small Business, Discipleship Training
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Harvard University 1973 — 1977
BA cum laude, Government
Ursuline Academy, New Orleans 1967 — 1973
HS, Music
THE HACKETT GROUP September 2010 - Present
Good Work Network January 2009 - January 2010
Morgan Keegan January 2008 - December 2008
Merrill Lynch May 2005 - January 2008
East Athens Development Corporation April 2002 - May 2005
University of Georgia Small Business Development Center February 1998 - June 2002
The Washington Hackett Company January 1988 - September 1998
Great Western Financial Services, Inc. December 1986 - March 1988
Howard Weil January 1981 - March 1986
Skills
Investments, Asset Allocation, Portfolio Management, Entrepreneurship, Consulting, University Teaching, Pension Funds, Strategic Financial..., Wealth, Small Business, Discipleship Training
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Harvard University 1973 — 1977
BA cum laude, Government
Ursuline Academy, New Orleans 1967 — 1973
HS, Music
Sabrina Huffman's Merrill Lynch Experience July 1991 - June 1993
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Sheryl Koepke's Merrill Lynch Experience September 1984 - February 1990
Job Vice President, Sales National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Marc Robert Pinto, CFA's Merrill Lynch Experience 1996 - 2006
Job Fixed Income Research
Industry Financial Services
Experience
Susquehanna International Group 2010 - Present
Moody's Investors Service 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Merrill Lynch 1996 - 2006
Fitch Ratings 1992 - 1996
Education
Columbia University - Columbia Business School 1988 — 1991
MBA, Finance/Marketing
Trinity College-Hartford 1981 — 1985
BA, International Relations
Susquehanna International Group 2010 - Present
Moody's Investors Service 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Merrill Lynch 1996 - 2006
Fitch Ratings 1992 - 1996
Education
Columbia University - Columbia Business School 1988 — 1991
MBA, Finance/Marketing
Trinity College-Hartford 1981 — 1985
BA, International Relations
John Nordeman's Merrill Lynch Experience 1999 - 2002
Job President at Safari Energy LLC
Industry Renewables & Environment
Experience
Safari Energy, LLC 2008 - Present
Eagle Capital Partners 2003 - 2008
Merrill Lynch 1999 - 2002
Education
Columbia Business School 2005 — 2006
Master of Business Administration (M.B.A.)
Wesleyan University 1995 — 1999
Bachelor of Arts (BA)
Dalton School
Safari Energy, LLC 2008 - Present
Eagle Capital Partners 2003 - 2008
Merrill Lynch 1999 - 2002
Education
Columbia Business School 2005 — 2006
Master of Business Administration (M.B.A.)
Wesleyan University 1995 — 1999
Bachelor of Arts (BA)
Dalton School
Sebastian Fernandez Azzato's Merrill Lynch Experience July 2012 - June 2015
Job Vice President Fixed Income Trading LATAM at Santander Investment Securities
Industry Banking
Experience
Santander Investment Securities Inc July 2015 - Present
Merrill Lynch July 2012 - June 2015
Rabobank August 2007 - May 2010
HSBC Bank Argentina January 2006 - August 2007
Accenture August 2004 - January 2006
Skills
Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, General Management
Universidad Torcuato Di Tella 2005 — 2006
Master in Finance, Finance
Universidad Torcuato Di Tella 2000 — 2004
Licentiate in Economics, Economics
San Jorge
Santander Investment Securities Inc July 2015 - Present
Merrill Lynch July 2012 - June 2015
Rabobank August 2007 - May 2010
HSBC Bank Argentina January 2006 - August 2007
Accenture August 2004 - January 2006
Skills
Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, General Management
Universidad Torcuato Di Tella 2005 — 2006
Master in Finance, Finance
Universidad Torcuato Di Tella 2000 — 2004
Licentiate in Economics, Economics
San Jorge
Katharine Lynch's Merrill Lynch Experience July 1998 - July 2000
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup August 2002 - January 2012
Merrill Lynch July 1998 - July 2000
Merrill Lynch July 1996 - July 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Cornell University 1992 — 1996
BA, Economics
Citigroup August 2002 - January 2012
Merrill Lynch July 1998 - July 2000
Merrill Lynch July 1996 - July 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Cornell University 1992 — 1996
BA, Economics
Timothy McDonald's Merrill Lynch Experience March 1998 - January 2009
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch March 1998 - January 2009
Deutsche Bank Private Banking June 1995 - March 1998
Meredith, Martin & Kaye July 1993 - June 1995
Johnson & Johnson July 1989 - June 1993
US Army May 1983 - June 1989
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1979 — 1983
BS, Engineering
UBS Financial Services January 2009 - Present
Merrill Lynch March 1998 - January 2009
Deutsche Bank Private Banking June 1995 - March 1998
Meredith, Martin & Kaye July 1993 - June 1995
Johnson & Johnson July 1989 - June 1993
US Army May 1983 - June 1989
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1979 — 1983
BS, Engineering
Eliza Prendzova's Merrill Lynch Experience April 2003 - August 2004
Job Consulting, Research
Industry Financial Services
Experience
Self Employed August 2009 - Present
Smith Barney Citigroup August 2004 - June 2005
Merrill Lynch April 2003 - August 2004
Merrill Lynch June 1999 - December 2002
Merrill Lynch September 1998 - June 1999
Macedonian Permanent Mission to the United Nations September 1994 - December 1995
Ministry of Foreign Relations, Macedonia January 1993 - September 1994
Office of the President of the Government of Macedonia September 1992 - September 1994
freelance May 1989 - September 1993
OSCE September 1992 - January 1993
Skills
Public Speaking, Strategic Planning, Research, Social Media, International Relations, Entrepreneurship, Fixed Income, Strategic Communications, Due Diligence, Politics
Education
Columbia University - School of International and Public Affairs 1996 — 1999
Masters, International Affairs, Business and Finance
University of Cyril and Metodij, Skopje
Bachelor of Arts (BA), English Language and Literature, General
Self Employed August 2009 - Present
Smith Barney Citigroup August 2004 - June 2005
Merrill Lynch April 2003 - August 2004
Merrill Lynch June 1999 - December 2002
Merrill Lynch September 1998 - June 1999
Macedonian Permanent Mission to the United Nations September 1994 - December 1995
Ministry of Foreign Relations, Macedonia January 1993 - September 1994
Office of the President of the Government of Macedonia September 1992 - September 1994
freelance May 1989 - September 1993
OSCE September 1992 - January 1993
Skills
Public Speaking, Strategic Planning, Research, Social Media, International Relations, Entrepreneurship, Fixed Income, Strategic Communications, Due Diligence, Politics
Education
Columbia University - School of International and Public Affairs 1996 — 1999
Masters, International Affairs, Business and Finance
University of Cyril and Metodij, Skopje
Bachelor of Arts (BA), English Language and Literature, General
Tatyana Hube, CFA's Merrill Lynch Experience February 2007 - January 2009
Job Research Analyst
Industry Financial Services
Experience
SunGard Monis January 2014 - Present
National Association of Insurance Commissioners (NAIC) 2012 - 2013
Bank of America Merrill Lynch (previously Merrill Lynch) 1999 - 2011
Merrill Lynch February 2007 - January 2009
Skills
Research, Convertible Bonds, Database Management, Data Management, Convertible Arbitrage, Product Marketing, index support, Convertible Strategy, Microsoft Office, Convertible, Database Admin, Fixed Income, Hedge Funds, Equities, Alternative Investments, Bonds, Investments, Valuation, Capital Markets, Securities, Derivatives, Finance, Bloomberg, Options, Analysis, Financial Services
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
University of Maryland College Park 1997 — 1999
MA, Economics
Pennsylvania State University 1994 — 1997
BS, Economics
SunGard Monis January 2014 - Present
National Association of Insurance Commissioners (NAIC) 2012 - 2013
Bank of America Merrill Lynch (previously Merrill Lynch) 1999 - 2011
Merrill Lynch February 2007 - January 2009
Skills
Research, Convertible Bonds, Database Management, Data Management, Convertible Arbitrage, Product Marketing, index support, Convertible Strategy, Microsoft Office, Convertible, Database Admin, Fixed Income, Hedge Funds, Equities, Alternative Investments, Bonds, Investments, Valuation, Capital Markets, Securities, Derivatives, Finance, Bloomberg, Options, Analysis, Financial Services
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
University of Maryland College Park 1997 — 1999
MA, Economics
Pennsylvania State University 1994 — 1997
BS, Economics
Julie Soussis's Merrill Lynch Experience September 1992 - July 2001
Job Principal I.A. at New York City Department of Education
Industry Education Management
Experience
New York City Department of Education September 2010 - June 2014
NYC Department of Education September 2002 - September 2010
Merrill Lynch September 1992 - July 2001
Skills
Educational Leadership, Curriculum Development, K-12, Curriculum Design, Classroom Management, Teacher Training, Differentiated..., Classroom, Elementary Education, Literacy, Staff Development
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs, International Relations and Affairs
New York University
Bachelor's degree, Economics
Queens College
Master of Education (M.Ed.), Elementary Education and Teaching
Teachers College of Columbia University
Masters, School Leadership
New York City Department of Education September 2010 - June 2014
NYC Department of Education September 2002 - September 2010
Merrill Lynch September 1992 - July 2001
Skills
Educational Leadership, Curriculum Development, K-12, Curriculum Design, Classroom Management, Teacher Training, Differentiated..., Classroom, Elementary Education, Literacy, Staff Development
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs, International Relations and Affairs
New York University
Bachelor's degree, Economics
Queens College
Master of Education (M.Ed.), Elementary Education and Teaching
Teachers College of Columbia University
Masters, School Leadership
Paul Stolbof's Merrill Lynch Experience January 2008 - February 2009
Job Head Business Finance Americas at ICAP
Industry Financial Services
Experience
ICAP November 2011 - Present
Center for Medical Weight Loss June 2011 - November 2011
Societe Generale March 2009 - September 2010
Merrill Lynch January 2008 - February 2009
Merrill Lynch October 2004 - December 2007
Merrill Lynch October 2000 - October 2004
Merrill Lynch June 1999 - October 2000
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Goldman Sachs 1993 - 1994
Skills
Fixed Income, Equities, Treasury, Capital Markets, Corporate Finance, Finance, Investment Banking, Product Control, Derivatives
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance/Accounting
Union College 1976 — 1981
B.S., Mechanical Engineering
Union College 1976 — 1981
B.S., Health Studies (Biology-Engineering)
ICAP November 2011 - Present
Center for Medical Weight Loss June 2011 - November 2011
Societe Generale March 2009 - September 2010
Merrill Lynch January 2008 - February 2009
Merrill Lynch October 2004 - December 2007
Merrill Lynch October 2000 - October 2004
Merrill Lynch June 1999 - October 2000
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Goldman Sachs 1993 - 1994
Skills
Fixed Income, Equities, Treasury, Capital Markets, Corporate Finance, Finance, Investment Banking, Product Control, Derivatives
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance/Accounting
Union College 1976 — 1981
B.S., Mechanical Engineering
Union College 1976 — 1981
B.S., Health Studies (Biology-Engineering)
Thomas Elzner's Merrill Lynch Experience August 1993 - December 1995
Job Owner at Skin Spa New York
Industry Health, Wellness and Fitness
Experience
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Amir Safa's Merrill Lynch Experience July 2004 - July 2008
Job Portfolio Manager, Wimbledon Capital Advisors; Economic and Political Development at Columbia University
Industry Investment Management
Experience
Wimbledon Capital Advisors July 2014 - Present
Wimbledon Asset Management July 2008 - Present
Merrill Lynch July 2004 - July 2008
Skills
Financial Modeling, Management, Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Finance, Hedge Funds, Entrepreneurship, Start-ups, Real Estate, Private Equity, Fundraising, Equities, Alternative Investments, Fixed Income, Investment Banking, Valuation, International Public..., Foreign Policy Analysis, Middle East Politics
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master’s Degree, International Affairs; Concentration in Economic and Political Development
University College London, U. of London 2001 — 2004
Bachelor’s Degree
Wimbledon Capital Advisors July 2014 - Present
Wimbledon Asset Management July 2008 - Present
Merrill Lynch July 2004 - July 2008
Skills
Financial Modeling, Management, Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Finance, Hedge Funds, Entrepreneurship, Start-ups, Real Estate, Private Equity, Fundraising, Equities, Alternative Investments, Fixed Income, Investment Banking, Valuation, International Public..., Foreign Policy Analysis, Middle East Politics
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master’s Degree, International Affairs; Concentration in Economic and Political Development
University College London, U. of London 2001 — 2004
Bachelor’s Degree
Mahmud Riffat's Merrill Lynch Experience 2007 - 2009
Job Associate at First Reserve
Industry Investment Management
Experience
First Reserve 2014 - Present
Columbia Business School 2012 - 2014
Ziff Brothers Investments 2012 - 2013
Global Infrastructure Partners 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, LBO, Capital Markets, Due Diligence, Hedge Funds, Equities, Financial Analysis
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
B.S.F.S., International Economics
The Bronx High School of Science 1999 — 2003
First Reserve 2014 - Present
Columbia Business School 2012 - 2014
Ziff Brothers Investments 2012 - 2013
Global Infrastructure Partners 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, LBO, Capital Markets, Due Diligence, Hedge Funds, Equities, Financial Analysis
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
B.S.F.S., International Economics
The Bronx High School of Science 1999 — 2003
Michel Montvelisky's Merrill Lynch Experience April 2003 - June 2004
Job Portfolio Manager at Madison Quant Labs
Industry Investment Management
Experience
Moore Capital Management January 2007 - May 2012
Amaranth Group July 2006 - October 2006
Caxton Associates April 2005 - July 2006
Risk Capital Management June 2004 - April 2005
Merrill Lynch April 2003 - June 2004
Allegheny Energy Supply July 2001 - April 2003
Merrill Lynch June 2000 - August 2000
Goldman Sachs June 1996 - June 1999
Education
Columbia Business School 1999 — 2001
Master of Business Administration
Massachusetts Institute of Technology 1991 — 1996
Master of Engineering
Massachusetts Institute of Technology 1991 — 1996
Bachelor of Science
Massachusetts Institute of Technology 1991 — 1996
Bachelor of Science
Moore Capital Management January 2007 - May 2012
Amaranth Group July 2006 - October 2006
Caxton Associates April 2005 - July 2006
Risk Capital Management June 2004 - April 2005
Merrill Lynch April 2003 - June 2004
Allegheny Energy Supply July 2001 - April 2003
Merrill Lynch June 2000 - August 2000
Goldman Sachs June 1996 - June 1999
Education
Columbia Business School 1999 — 2001
Master of Business Administration
Massachusetts Institute of Technology 1991 — 1996
Master of Engineering
Massachusetts Institute of Technology 1991 — 1996
Bachelor of Science
Massachusetts Institute of Technology 1991 — 1996
Bachelor of Science
Jon Hoffman's Merrill Lynch Experience 2005 - 2010
Job Principal at Rhone Group
Industry Financial Services
Experience
Rhône Group January 2014 - Present
Sixpoint Partners 2010 - 2013
Merrill Lynch 2005 - 2010
Citigroup 2001 - 2005
Education
Columbia Business School 1999 — 2000
MBA
University of Rochester
BS, Economics
Rhône Group January 2014 - Present
Sixpoint Partners 2010 - 2013
Merrill Lynch 2005 - 2010
Citigroup 2001 - 2005
Education
Columbia Business School 1999 — 2000
MBA
University of Rochester
BS, Economics
Jennifer Powers Dorrington's Merrill Lynch Experience 1999 - 2002
Job Financial Access Practice Manager at EA Consultants
Industry Management Consulting
Experience
EA Consultants April 2008 - Present
Independent Consultant January 2005 - Present
Deutsche Bank Microfinance Funds 2006 - 2008
United Nations Capital Development Fund May 2005 - September 2005
Sponsors for Educational Opportunity 2004 - 2004
Centro de Muchacho Trabajador 2003 - 2003
Merrill Lynch 1999 - 2002
Skills
Microfinance, Finance, Emerging Markets, Financial Modeling, International..., Latin America, Business Strategy, Private Equity, Economic Development, Economics, Investment Banking, Valuation, Corporate Finance, Investments
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Masters in International Affairs, Finance & Economic Development
Duke University 1996 — 1999
B.A., Economics
EA Consultants April 2008 - Present
Independent Consultant January 2005 - Present
Deutsche Bank Microfinance Funds 2006 - 2008
United Nations Capital Development Fund May 2005 - September 2005
Sponsors for Educational Opportunity 2004 - 2004
Centro de Muchacho Trabajador 2003 - 2003
Merrill Lynch 1999 - 2002
Skills
Microfinance, Finance, Emerging Markets, Financial Modeling, International..., Latin America, Business Strategy, Private Equity, Economic Development, Economics, Investment Banking, Valuation, Corporate Finance, Investments
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Masters in International Affairs, Finance & Economic Development
Duke University 1996 — 1999
B.A., Economics
Marc de Saint Phalle's Merrill Lynch Experience 1994 - 1999
Job Managing Director, Director of Private Equity at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Mark Kaltenbacher's Merrill Lynch Experience 2000 - 2002
Job Founder at Central Coast Juicery
Industry Food & Beverages
Experience
Central Coast Juicery March 2014 - Present
MK Management Analytics 2012 - February 2014
MVC Capital 2007 - 2011
HKK Partners 2002 - 2007
Merrill Lynch 2000 - 2002
Seton Company 1995 - 1999
Skills
Quality Management, International Business..., Financial Reporting, Operations Management, Trail Running, Financial Analysis, Ski, Leadership, Valuation, Strategy, Due Diligence, Financial Modeling, Manufacturing, Start-ups, Business Development, Venture Capital, Mergers, Investments, Data Analysis, Mergers & Acquisitions
Education
Columbia Business School 1999 — 2000
Master of Business Administration (MBA)
University of California, Santa Cruz 1992 — 1995
Bachelor of Arts (B.A.), Economics
Central Coast Juicery March 2014 - Present
MK Management Analytics 2012 - February 2014
MVC Capital 2007 - 2011
HKK Partners 2002 - 2007
Merrill Lynch 2000 - 2002
Seton Company 1995 - 1999
Skills
Quality Management, International Business..., Financial Reporting, Operations Management, Trail Running, Financial Analysis, Ski, Leadership, Valuation, Strategy, Due Diligence, Financial Modeling, Manufacturing, Start-ups, Business Development, Venture Capital, Mergers, Investments, Data Analysis, Mergers & Acquisitions
Education
Columbia Business School 1999 — 2000
Master of Business Administration (MBA)
University of California, Santa Cruz 1992 — 1995
Bachelor of Arts (B.A.), Economics
Mark Conley's Merrill Lynch Experience 2002 - 2005
Job Director of Research at OTR Global
Industry Financial Services
Experience
OTR Global March 2013 - Present
MKM Partners 2012 - 2013
Gleacher & Company 2008 - 2011
American Technology Research (acquired by Gleacher) 2006 - 2008
Merrill Lynch 2002 - 2005
GLG Partners 2001 - 2002
Merrill Lynch 1989 - 2001
Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking
Education
Columbia Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Science (BS), Applied Mathematics
OTR Global March 2013 - Present
MKM Partners 2012 - 2013
Gleacher & Company 2008 - 2011
American Technology Research (acquired by Gleacher) 2006 - 2008
Merrill Lynch 2002 - 2005
GLG Partners 2001 - 2002
Merrill Lynch 1989 - 2001
Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking
Education
Columbia Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Science (BS), Applied Mathematics
Angela Kukoda's Merrill Lynch Experience 2002 - 2004
Job Senior Vice President at FirstSouthwest
Industry Investment Banking
Experience
FirstSouthwest September 2010 - Present
Sequoia Financial Group LLC (Acquired by FirstSouthwest) March 2009 - September 2010
Radian Asset Assurance Inc. January 2007 - September 2008
Capital One Public Funding, LLC (Formerly North Fork Bank) 2006 - 2007
Raymond James & Associates, Inc. 2004 - 2005
Merrill Lynch 2002 - 2004
J.P. Morgan 1999 - 2002
Public Financial Management (Formerly Evensen Dodge Inc.) 1997 - 1999
Standard & Poor's 1989 - 1996
Skills
Finance, Portfolio Management, Credit, Investment Banking, Financial Modeling, Structured Finance
Education
Columbia University - School of International and Public Affairs 1987 — 1989
Master's degree, International Economics
New York University 1983 — 1987
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science; Minors in Economics and French
FirstSouthwest September 2010 - Present
Sequoia Financial Group LLC (Acquired by FirstSouthwest) March 2009 - September 2010
Radian Asset Assurance Inc. January 2007 - September 2008
Capital One Public Funding, LLC (Formerly North Fork Bank) 2006 - 2007
Raymond James & Associates, Inc. 2004 - 2005
Merrill Lynch 2002 - 2004
J.P. Morgan 1999 - 2002
Public Financial Management (Formerly Evensen Dodge Inc.) 1997 - 1999
Standard & Poor's 1989 - 1996
Skills
Finance, Portfolio Management, Credit, Investment Banking, Financial Modeling, Structured Finance
Education
Columbia University - School of International and Public Affairs 1987 — 1989
Master's degree, International Economics
New York University 1983 — 1987
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science; Minors in Economics and French
John Rhine's Merrill Lynch Experience 2005 - 2009
Job Vice President, Corporate Development at Intellectual Ventures
Industry Information Technology and Services
Experience
Citadel LLC 2009 - 2011
Merrill Lynch 2005 - 2009
IBM 2002 - 2005
Skills
Investment Banking, Corporate Development
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Economics
Citadel LLC 2009 - 2011
Merrill Lynch 2005 - 2009
IBM 2002 - 2005
Skills
Investment Banking, Corporate Development
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank