Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Aflac April 2014 - Present
Anchor Financial October 2006 - March 2014
Merrill Lynch August 2005 - October 2006
American Express Financial Advisors September 2001 - August 2005
Skills
Strategic Financial..., Management, Employee Benefits, Finance, Insurance, Fixed Annuities, Buy Sell Agreements, Estate Planning, Life Insurance, Financial Planning, Health Insurance, Retirement Planning, Sales, Whole Life, Sales Management, Team Building, Leadership
Education
Jacksonville State University 1996 — 2000
Bachelor of Science (BSc), Finance and Financial Management Services
Andrew College 1995 — 1996
Bachelor of Science (B.Sc.), Finance, General
Sunrun June 2015 - Present
Sunrun June 2014 - August 2014
Climate Advisers June 2011 - May 2013
Resources for the Future June 2011 - April 2013
NERA Economic Consulting June 2009 - May 2011
One Village Partners June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
STATA, R, Quantitative Modeling, Legal Research, Public Policy, Energy, Policy, Environmental Policy, Economics, Research, Econometrics, Renewable Energy, Financial Modeling, Climate Change, Energy Policy, Strategy
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Amherst College 2005 — 2009
B.A., Economics and Political Science
Merrill Lynch March 2004 - Present
1st Mariner Bank 2001 - 2004
Skills
Series 7, Wealth Management, Investment Advisory, Portfolio Management, Financial Services, Finance, Trading, Wealth Management..., Financial Advisory, Retirement, Investment Management, Securities, Strategic Financial..., Retirement Planning, Asset Allocation, Investments
Education
University of Baltimore 2002 — 2004
Bachelor of Science (B.S.), Finance
Anne Arundel Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Smiling Owl LLC 2012 - Present
Whitewater Strategies February 2010 - January 2012
River Consulting September 2006 - January 2009
River Consulting 2007 - 2008
River Consulting 2006 - 2007
Art Refuge UK 2005 - 2005
Daybreak 2004 - 2004
Georgia O'Keeffe Museum 2004 - 2004
Merrill Lynch 1997 - 2001
Merrill Lynch 1997 - 1999
Skills
Leadership Development, Organizational..., Management Consulting, Consultancy, Performance Management, Process Improvement, Business Development, Project Planning, Recruiting, Change Management, Management, Team Building, Public Speaking
Education
Antioch University McGregor 2008 — 2010
Masters, Management
Antioch College 2003 — 2008
BA, Cultural Anthropology
Baker Hughes April 2015 - Present
Stonebridge January 2013 - March 2015
Apache Corporation January 2013 - October 2014
Oasis Petroleum November 2013 - February 2014
Forge Energy November 2013 - February 2014
LINN Energy, LLC June 2013 - February 2014
NASA September 2011 - December 2012
Chevron January 2006 - September 2011
Merrill Lynch June 2004 - January 2006
Microsoft Corporation March 2003 - June 2004
Skills
Software Development, SharePoint, Project Management, Testing, Risk Management, SDLC, Software Project..., Requirements Analysis, Business Analysis, Microsoft SQL Server, Agile Methodologies, .NET, ASP.NET, PL/SQL, Solution Architecture, SOA, Oracle, XML, SQL, C#, Requirements Gathering, jQuery, CSS, Pre-sales, HTML 5, Sharepoint 2010, Software Documentation, HTML5
Education
Aspen University 2011 — 2013
Master of Business Administration (M.B.A.), Project Management
National Institute of Information Technology 1998 — 2000
PGDCA, IT
Andhra University 1994 — 1997
B.Com, Commerce
Matlen Silver September 2014 - Present
Cognizant Technology Solutions April 2014 - September 2014
IBM August 2009 - March 2014
Merrill Lynch May 2008 - August 2008
Gainesville Regional Utilities January 2008 - May 2008
University of Florida August 2007 - February 2008
Skills
Java, HTML, C#, MS Project, .NET, Active Directory, BMC Remedy, Toad, Photoshop, Databases, Software, Programming Languages, Software Project..., SharePoint, Agile Methodologies, CSS, JavaScript, SQL, Software Development, XML, AJAX, Business Analysis, PHP, jQuery
Education
University of Florida 2007 — 2008
MS, Information Systems and Operations Management
Anna University 2003 — 2007
BE, Computer Science and Engineering
Jefferson County Hospital September 2014 - Present
Golden Dome Market & Cafe May 2012 - Present
Genetic ID August 2014 - December 2014
Jazz & Java March 2005 - June 2011
Di Bruno Bros. March 2005 - January 2006
La Cigale Inc. September 2001 - March 2005
La Tazza D'Art Coffee House August 1999 - March 2000
Garden Gate Cafe & Antique Shop October 1998 - August 1999
Merrill Lynch December 1997 - September 1998
Skills
Restaurants, Hospitality, Customer Service, Management, Specialty Coffee, Chef, Clerical Skills, Science, Mathematics, Public Speaking, Social Media, Chemistry, Physics, Biology, Molecular Biology, Psychology, Biochemistry, Organic Chemistry, Leadership, Editing, Social Networking, Research
Education
Maharishi University of Management 2011 — 2015
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
Indian Hills Community College 2014 — 2014
Psychology, A
Antonelli Institute 1998 — 2000
Associate's degree, Commercial Photography
Amherst College December 2014 - Present
Amherst College January 2014 - Present
Root Cause June 2015 - August 2015
DayBreak June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
French, Research, Social Media, Teaching, Microsoft Office, Peer Education, Community Outreach, Public Speaking, Leadership, Event Planning
Education
Amherst College 2012 — 2016
Bachelor's Degree, Black Studies and French
Université Vincennes-Saint-Denis (Paris VIII)
Political Science and Government
The Potomac School 2003 — 2012
JPMorgan Chase March 2014 - Present
BNP Paribas February 2010 - March 2014
Merrill Lynch March 2007 - February 2010
Associated Press May 2006 - February 2007
Merrill Lynch October 2005 - April 2006
Realogy November 2004 - September 2005
NCO Financial Systems 2002 - 2004
Skills
SOA, Agile Methodologies, WCF, Enterprise Architecture, .NET, Web Services, Microsoft SQL Server, XML, SQL, Integration, C#, Architecture, Business Intelligence, Oracle, ASP.NET, Solution Architecture, Software Project..., Java Enterprise Edition, Java
Education
Andhra University 1992 — 1996
Bachelors of Mechanical Engineering, Mechanical Engineering
Andhra University 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
Alcoa July 2015 - Present
Graham Partners September 2013 - April 2015
Alcoa June 2014 - August 2014
Cranemere October 2012 - July 2013
OceanBridge Partners August 2011 - September 2012
Carlisle & Company April 2011 - July 2011
Carlisle & Company September 2009 - April 2011
Carlisle & Company June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Economics, Due Diligence, Financial Modeling, Management Consulting, Strategy, Mergers, Business Strategy, Financial Analysis, Market Research, Data Analysis, Business Analysis, Business Development, Benchmarking, Analysis, Venture Capital, Valuation, Market Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Operations and Information Management; Finance
Amherst College 2005 — 2009
Bachelor of Arts, Economics
Arapahoe High School
Arapahoe High School
Citi July 2015 - Present
HCL America January 2010 - July 2015
Merrill Lynch April 2007 - January 2010
Skills
Unix Shell Scripting, Unix, Autosys, Sybase, Requirements Analysis, SDLC, SQL, PL/SQL, ITIL, Shell Scripting, Front Office Support, Team Leadership, Linux, Sybase IQ, Outlook, Investment Banking, Middle office..., Application Support..., Production Support, JIRA, Application Support, Vendor Management, Oracle, Offshore Transition, Microsoft SQL Server, Business Analysis
Education
Anna University 2003 — 2007
B.E, EIE
Elm Talent Group June 2015 - Present
Bridgewater Associates July 2013 - June 2015
Full Circle Capital Corporation February 2013 - July 2013
OTG Management July 2012 - February 2013
Merrill Lynch May 2011 - August 2011
AquaKeg, LLC August 2009 - December 2010
Aronis and Underwood Realty May 2010 - August 2010
Lawrence Properties May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Anglo-American University 2011 — 2011
General
Germantown Academy 2005 — 2008
Investment Banking Institute
Evolve Capital May 2014 - Present
J.P. Morgan July 2013 - April 2014
Ernst & Young June 2012 - August 2012
Haynes and Boone, LLP June 2011 - July 2011
Merrill Lynch June 2010 - June 2010
Education
Amherst College 2009 — 2013
B.A., English
University of Sydney 2011 — 2011
Semester Abroad
Suffield Academy
Highland Park High School
JSBroker LLC February 2007 - Present
TAG2 Telecom 2011 - March 2014
MJC Associates LLC 2007 - 2010
Merrill Lynch 1996 - 2003
Skills
Valuation, Asset Managment, Due Diligence, Private Equity, Investments, Real Estate Economics, Financial Modeling, Alternative Investments, Equities, Capital Markets, Portfolio Management, Investment Banking, Mergers, Real Estate, Financial Analysis, Hedge Funds, Venture Capital, Series 7, Real Estate Development, Corporate Finance
Education
Yale School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The London School of Economics and Political Science (LSE) 1990 — 1991
Diploma, World Politics
Amherst College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy
Yuma Investment Group September 2001 - Present
Merrill Lynch January 2000 - August 2001
Morgan Stanley May 1994 - December 1999
Skills
Wealth Management, Investments, Estate Planning, Investment Advisory, Securities, Retirement, Strategic Planning, FINRA, Mutual Funds, Wealth, 401k, Alternative Investments, Asset Allocation, Budgets, Business Planning, Small Business, Tax, Insurance, Financial Goals, Fixed Annuities, Finance, Life Insurance, Series 63, Investment Strategies, Pensions, Uniform Combined State..., IRAs, Series 6, Series 7, Customer Service, Personal Finance, Coaching, Financial Advisory, ETFs, Wealth Accumulation, Employee Benefits, Investment Management, Team Building, Public Speaking, Leadership, Marketing, Event Planning, Marketing Strategy
Education
Amherst College 1990 — 1994
Bachelor's degree, Economics
Marvell Semiconductor October 2011 - Present
Allstate October 2010 - September 2011
TIBCO Software August 2010 - October 2010
Merrill Lynch November 2009 - August 2010
American professionals inc 2007 - 2009
Skills
XML, Databases, Agile Methodologies, ASP.NET, Siebel, EAI, TIBCO, Middleware, TIBCO iProcess, TIBCO Rendezvous, WSDL, ESB, Hawk, SOA, SOAP, Enterprise Architecture, Web Services, EMS, JMS, PL/SQL
Education
Fairleigh Dickinson University 2006 — 2008
M.S Electrical Engineering
Anna University 2001 — 2005
BE, Engineering
Ernst and Young August 2009 - Present
University of Florida August 2008 - May 2009
Merrill Lynch June 2008 - August 2008
University of Florida, Web Administration January 2008 - May 2008
University of Florida, Teaching Center August 2007 - December 2007
Anna University 2004 - 2007
Skills
SQL, Databases, Visio, SAP, Auditing, Risk Assessment, Auditing Standards, Third Party Reporting, Project Management, IT Audit, Information Technology, Oracle, Sarbanes-Oxley Act, Internal Audit, Management
Education
University of Florida 2007 — 2009
MS, Information Systems and Operations Management
Anna University 2004 — 2007
BE, Computer Science
DAV Higher Secondary School 1990 — 2003
HSBC April 2013 - Present
Citi May 2012 - March 2013
Bank of America Merrill Lynch February 2008 - May 2012
Bank of America February 2002 - May 2012
Bank of America February 2002 - May 2012
Merrill Lynch 2001 - 2002
JPMorgan Chase 1997 - 2000
Skills
Six Sigma, Microsoft Office, SQL, Cognos, Oracle SQL, Visual Basic, C++, VBScript, HTML, SQL Server 2000-2008, VBA, Social Networking, Presenter, Data Mining, Data Modeling, Process Improvement, Green Belt, Oracle
Education
Anthem Institute-Parsippany
Computer Programming
Tata Consultancy Services September 2010 - Present
Tata Consultancy Services September 2010 - January 2012
Merrill Lynch May 2007 - September 2010
Skills
Citrix XenApp, Citrix, VDI, VMware vSphere, VMware ESX, VMware Certified..., Windows Server, PL/SQL, Requirements Analysis, Unix, Oracle, Software Project..., IT Service Management, Microsoft SQL Server, Java
Education
Anna University 2000 — 2005
BE, Computers
Merrill Lynch April 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Office Depot May 2013 - August 2013
Stifel Financial Corp. May 2012 - August 2012
Close Concerns May 2011 - August 2011
Education
Amherst College 2011 — 2015
History, 3.4 Cumulative; 3.6 Major
Charles University in Prague 2014 — 2014
Central European Studies, 3.8
Winvian Farm May 2010 - Present
Winvian Farm May 2008 - May 2010
Sugarbush Resort August 2005 - May 2008
Vail Resorts September 2003 - June 2005
Merrill Lynch 2001 - 2002
Skills
Cpr Certified, Customer Relations, Hotels, Team Building, Negotiation, Management, Hospitality, Event Management, Customer Service, Customer Satisfaction, Public Relations, Event Planning, Social Networking, Marketing Strategy, Business Planning, Marketing, Tourism, Resorts, Restaurants, Social Media Marketing, Hospitality Industry, Hospitality Management, Front Office, New Business Development, Corporate Events, Hotel Management, Sales, Training
Education
Amherst College 1998 — 2002
Bachelor of Arts, Political Science and History
Brunswick School 1984 — 1998
High School Diploma, Kung Fu
Chelsea Partners August 2015 - Present
Amherst College January 2013 - Present
Merrill Lynch May 2015 - August 2015
Overland Summers June 2014 - August 2014
Amherst College August 2013 - May 2014
Mattel June 2013 - August 2013
Riviera Mexican Grill May 2012 - August 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Editing, Photoshop, Event Planning, Data Analysis, Economics, Facebook, Teamwork, Human Resources, Market Research
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), Law, Jurisprudence, and Social Thought
IES Abroad 2015 — 2015
Chadwick School 1999 — 2012
School for Ethics and Global Leadership 2011 — 2011
Beijing No.80 High School 2010 — 2010
Mandarin Chinese
NEXCUT, LLC August 2008 - Present
CrossCut Shredding January 2005 - January 2008
The Sutta Company January 2002 - January 2005
Merrill Lynch January 2000 - January 2002
The Nature Conservancy January 1996 - January 2002
Skills
Sustainability, Renewable Energy, Energy Efficiency, Energy, Public Speaking, Editing, Project Management, Strategic Planning, Climate Change, Non-profits, Environmental Awareness, Green, Research, Grant Writing, Fundraising, Sustainability..., Sustainable Energy, Recycling, Nonprofits
Education
Duke University 1998 — 2000
Master of Science (MS), Environmental Management
Amherst College 1992 — 1996
BA, History
Credit Suisse October 2011 - Present
BGC Partners July 2007 - September 2012
Dow Jones September 2006 - June 2007
Goldman Sachs Asset Management January 2006 - September 2006
Merrill Lynch July 2004 - December 2005
UBS Investment Bank November 2002 - June 2004
Morgan Stanley Dean Witter May 2002 - November 2002
Swiss Reinsurance Company January 2002 - May 2002
Sensitron August 2001 - December 2001
Morgan Stanley Dean Witter September 2000 - August 2001
Skills
Sybase, SDLC, SOA, JMS, Agile Methodologies, Java Enterprise Edition, Business Analysis, Weblogic, Enterprise Architecture, Java, Spring, DB2, XML, JDBC, Requirements Analysis
Education
Anna University 1996 — 1998
PGDQM, Quality Management, Operation Research
Presidency College 1994 — 1996
Msc, Mathematics
L.N.G College 1991 — 1994
B.Sc, Mathematics
NYK Lines August 2011 - Present
Merrill Lynch January 2010 - July 2011
Accenture June 2005 - January 2010
Capgemini 2000 - 2005
Ernst & Young February 1999 - May 2000
CMC Limited 1993 - 1996
Skills
Business Process..., ERP, SDLC, Business Transformation, Consulting, Management Consulting, Program Management, Software Project..., IT Strategy, PMO, PMP, Enterprise Architecture, Business Process, Business Analysis, Requirements Analysis, Vendor Relationship..., Third Party Vendor..., PeopleSoft Financial, PeopleSoft, People Management, Project Management, Management, Integration, Information Systems...
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Delhi
M. Tech
Andhra University
B. Tech
Weil, Gotshal & Manges LLP September 2014 - Present
Weil Gotshal and Manges May 2013 - August 2013
Microsoft May 2012 - August 2012
Weil, Gotshal and Manges LLP July 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Legal Research, Microsoft Office, Microsoft Excel, Social Media, Legal Writing, Public Speaking, Corporate Finance, Research
Education
University of Michigan Law School 2011 — 2014
Juris Doctor (J.D.)
Amherst College 2005 — 2009
B.A., Economics; Women's & Gender Studies, Graduated with Distinction
New York University in Prague 2008 — 2008
Czech Language & Culture; Economics
Eze Software Group April 2014 - Present
Brigham and Women's Hospital May 2012 - November 2013
Merrill Lynch May 2011 - September 2011
Skills
Clinical Research, Data Analysis, Research
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Pre-Medical coursework
Merrill Lynch Student Assistant Men's Soccer CoachAmherst CollegeJuly 2014 - May 2015
Amherst College August 2011 - May 2015
New York Red Bulls July 2013 - September 2013
New York Red Bulls June 2013 - July 2013
Newedge June 2010 - July 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Public Speaking, Event Planning, Editing, Social Networking, Marketing, Leadership, Analysis, Sports Management, Sports Marketing, Data Analysis
Education
Amherst College 2011 — 2015
Bachelor of Arts (BA), Psychology
Humboldt-Universität zu Berlin 2014 — 2014
US Army July 2014 - Present
Insignia Federal Group April 2014 - July 2014
Lexolution, LLC February 2013 - April 2014
Merrill Lynch December 2011 - May 2012
U.S. Department of State February 2010 - May 2011
Copenhagen International School 2009 - 2011
Bank of America 2006 - 2007
Catholic Social Services 2006 - 2006
Skills
Legal Research, Legal Writing, Public Speaking, Litigation, Mediation, Non-profits, Project Management, Civil Litigation, International Relations, Politics, Fundraising, Policy, Policy Analysis, Government, Public Policy
Education
American University, Washington College of Law 2011 — 2011
Lawyer Re-entry Program
University of San Diego School of Law 1998 — 2000
JD
Tulane University 1990 — 1994
BA, French, History
Pensacola Catholic High
Morgan Stanley August 2015 - Present
UBS Wealth Management August 2011 - August 2015
Bank of America January 2010 - August 2011
Merrill Lynch January 2009 - January 2010
Merrill Lynch January 2005 - December 2008
Merrill Lynch January 2003 - January 2005
Merrill Lynch September 1996 - December 2002
Telcordia Technologies January 1993 - September 1996
Case Western Reserve University January 1992 - January 1996
CMC Ltd 1983 - 1985
Skills
Solution Architecture, Vendor Management, Program Management, Risk Management, Business Intelligence, PMP, ITIL, IT Strategy, Enterprise Architecture, SDLC, SaaS, Project Portfolio..., Management, Leadership, CRM, IT Service Management, Six Sigma, Business Analysis, PMO
Education
Andhra University
B. Engg, Electronics and Communications
Indian Institute of Technology, Kanpur
Masters, Computer Science
Rutgers University-New Brunswick
Ph.D., Computer Science
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Citi January 2015 - Present
Citi August 2011 - December 2014
Goldman Sachs March 2010 - July 2011
Protech Solutions Inc. May 2006 - February 2010
Merrill Lynch November 2005 - May 2006
State of New Jersey 2004 - 2006
Option One Mortgage 2004 - 2004
Syntel 2000 - 2004
morelinux.com 1999 - 2000
Skills
Sybase, JBoss Application Server, Business Analysis, Management, Microsoft SQL Server, Oracle, Solution Architecture, Enterprise Software, SDLC, Leadership, Software Project..., Weblogic, DB2, Databases, Unix
Education
Amravati University 1996 — 1999
Bachelor of Engineering, Computer Science and Engineering
Merrill Lynch July 2015 - Present
Amherst College May 2014 - May 2015
Amherst College August 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Decision Research June 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Data Analysis, Training, Strategy, Program Management, Microsoft Word, Editing, Microsoft Excel, Social Media, Fundraising, Nonprofits, Community Outreach, Management, Water Polo, Leadership, Radio Host, Team Leadership, Team Building
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Cum Laude, Psychology and Religion
Central University for Tibetan Studies (ཝ་ཎ་མཐོ་སློབ) 2013 — 2013
Buddhist philosophy, Tibetan history and culture, and Tibetan textual analysis
Marist Catholic High School 2007 — 2011
AIDS Project Los Angeles January 2015 - Present
COLORS LGBTQ Youth Counseling Center October 2014 - Present
Antioch University Los Angeles September 2013 - Present
Cisco Systems January 2007 - June 2013
Cisco Systems July 2005 - January 2007
Sprint Nextel January 2003 - July 2005
Merrill Lynch June 2002 - June 2003
Skills
Psychology, Clinical Psychology, Psychotherapy, Psychodynamic..., Mental Health, Mental Health Counseling, Sales Operations, Sales, Salesforce.com, Cisco Technologies, Direct Sales, Training, Social Networking, Partner Management, Management, Channel, Customer Satisfaction, Cold Calling, Solution Selling, Cloud Computing, SaaS, Customer Service, Marketing Strategy, Strategic Communications, Business Development, Cisco, Sprint, Customer Relations, Business Intelligence, Business Relationship..., Business Analysis, Korean, Mac OS, PC, Windows, Ubuntu
Education
Antioch University-Los Angeles 2013 — 2015
Master of Arts (MA), Clinical Psychology
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Political Science International Relations
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Sociology
Anderson University July 2015 - Present
Anderson University August 2014 - Present
Reardon Auditorium Anderson University September 2011 - Present
Anderson University May 2014 - August 2014
Anderson University September 2012 - May 2014
Merrill Lynch June 2012 - August 2012
Skills
Finance, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Accounting, Time Management, Leadership, Data Analysis, Economics, Microsoft Office, Budgets, Analysis, Research, Public Speaking, Higher Education, Social Media, Event Planning
Education
Anderson University 2011 — 2015
Bachelor of Arts (BA), Finance
Anderson University
Dora's Hope/Choice Centered Medicaid January 2006 - Present
Merrill Lynch May 1990 - February 2010
Skills
Advocate for Seniors &..., Public Speaking, Seniors, Leadership, Retirement, Long-term Care, Retirement Planning, Elder Care, Entrepreneurship, Event Planning, Healthcare, Medicaid, Nonprofits, Fixed Annuities, Employee Benefits, Community Outreach, Social Networking, Leadership Development, Coaching, Fundraising, Marketing Strategy, Time Management, Insurance, Medicare, Start-ups, Marketing, Small Business, Management, Investments, Finance, Strategic Financial..., Business Development, Training, Strategic Planning, Project Planning, Executive Management, Strategy, Team Building, Business Planning, Estate Planning, Budgets, Mergers & Acquisitions, New Business Development, Organizational..., Business Strategy, Strategic Partnerships, Management Consulting, Program Management, Consulting, Community Organizing
Education
Archdiocese of Hartford 2005 — 2010
Anna Maria College 1978 — 1982
BAA, Business Administration
Sacred Heart High school 1974 — 1978
Wells Fargo Advisors, LLC March 2014 - Present
Merrill Lynch September 2011 - March 2014
Wells Fargo July 2008 - September 2011
Skills
Investments, 401k Rollovers, Asset Allocation, Business Owner Planning, Succession Planning, Deferred Compensation, Estate Investment..., Insurance, Relationship Management, Retirement Planning, Annuities, Tax-Efficient Strategies, Wealth Preservation..., Mutual Funds, Estate Planning, Customer Service, Portfolio Management, 401k, Financial Advisory, Fixed Annuities, Securities, Series 7, Banking, Series 63, High Net Worth..., Financial Analysis, Loans
Education
Angelo State University 1998 — 2002
Bachelor's Business Administrative
International Paper April 2014 - Present
UniFirst Corporation February 2013 - April 2014
Merrill Lynch January 2005 - March 2006
Skills
Knowledge of CNPR, Proficient user of..., Knowledge of E-views..., B2B, Sales, Marketing, Telemarketing, Cold Calling, Finance, Pricing Analysis, Contract Pricing, Budget Monitoring, Sales Presentations, Closing Business, Video Conferencing, Bilingual, Management, Customer Service, Contract Negotiating, Contract Negotiation, Team Management, Customer Retention, Customer Engagement, Vendor Relationships, Long-term Customer..., Competitive, Superior Work Ethic, Teamwork, New Business Development, Customer Satisfaction, Building Relationships, Selling Skills, Time Management, Customer Experience, Goal Oriented, Sales Process, Direct Sales, Team-oriented, Self-driven, Employee Training, People-oriented, Telephone Skills, Inventory Management, People Skills, Money Management, Outstanding..., Oral, Strategy, Advertising, P&L Management
Education
Union University
Master of Business Administration (MBA)
Indiana University South Bend 2006 — 2009
Bachelor's degree, Finance
Ancilla College 2003 — 2005
Associate Degree, Business Administration
Townhouse Partners July 2013 - Present
Merrill Lynch July 2012 - August 2012
Camp Kennybrook June 2011 - August 2011
Education
University of Wisconsin-Madison 2009 — 2013
BBA, Finance, Investment, and Banking
Anglo-American University, Prague
CEA Study Abroad Program February 2012 - May 2012
US Navy May 2012 - Present
Health & Safety Institute December 2008 - September 2011
JSL Communications December 2003 - November 2008
ICMA Retirement Corporation October 2001 - June 2003
Brown & Company (now E-Trade) August 1999 - August 2001
Anchor Computer Distribution 1998 - 1999
Seafirst Investment Services 1997 - 1998
Merrill Lynch 1995 - 1997
Skills
Public Speaking, Leadership, Management, Team Leadership, New Business Development, Training, Account Management, Strategic Planning, Customer Service, Sales, Sales Management, Strategy, Selling, Start-ups, Sales Process, Business Development, Program Management, Team Building, CRM
Education
Anna Maria College 2013 — 2015
Master’s Degree, Public Administration
Eastern Washington University 1992 — 1995
Bachelor of Arts in Business, Finance
New York Life July 2006 - Present
BKF Asset Management January 2003 - July 2006
JP Morgan January 2001 - January 2003
Merrill Lynch September 1994 - April 2000
Union Bank of Switzerland 1993 - 1994
Mitsui OSK Lines 1991 - 1994
AT&T Bell Laboratories 1990 - 1991
Banco Internacional 1989 - 1990
Skills
Websphere, Sybase, SDLC, SOA, UML, Unix, Software Development, Solution Architecture, Web Services, Middleware, ESB, Java Enterprise Edition, Microsoft SQL Server, .NET, Application Architecture, C#, Linux, Hibernate, Oracle
Education
New York University
Post Graduate, Financial Engineering
New Jersey Institute of Technology 1988 — 1990
MS, Computer Science
Andhra University
Wells Fargo Home Mortgage February 2014 - Present
Communications consultant, editor and writer, Web content developer June 2013 - February 2014
Lowenstein Sandler LLP January 2013 - June 2013
Bank of America Merrill Lynch September 2002 - October 2012
Lippincott Williams & Wilkins 2005 - 2008
UBS 2000 - 2002
Merrill Lynch March 1989 - December 2000
Hackensack Record 1983 - 1989
Skills
Strategic Communications, Newsletters, Editing, Press Releases, Marketing Communications, Content Development, Internal Communications, Publishing, Public Relations, Corporate Communications, Copy Editing, Copywriting, Marketing, Marketing Strategy, Editorial, Publications, Team Leadership, SEO, Creative Direction, Content Strategy, Leadership, Digital Media, Web Content, Digital Strategy, Advertising, Integrated Marketing, Content Management, Media Relations, Blogging, Strategy, Interviewing Subject..., News Writing, Feature Writing, Online Marketing, Tridion CMS
Education
Antioch University
MA, Comparative Urban Studies
Brooklyn College
BA, Political Science
Barclays Capital September 2011 - Present
Thomson Financial/ThomsonReuters April 2007 - September 2011
Merrill Lynch July 2005 - February 2007
Tata Consultancy Services November 2003 - February 2007
Microsoft November 2003 - June 2005
Anion Technologies July 2001 - November 2003
Education
Andhra University 1998 — 2001
MCA, Computers
Andhra University 1995 — 1998
B.Sc, Mathematics, Physics, Science
International Software Systems Inc. January 2011 - Present
Bank of America Merrill Lynch July 2011 - September 2015
Tata Consultancy Services September 1998 - December 2010
Merrill Lynch 2004 - 2010
Skills
DB2, Data Warehousing, Data Modeling, SDLC, Dimensional Modeling, ETL, Business Intelligence, Data Mining, Databases, Requirements Analysis, Oracle, XML, Informatica, Integration, Testing, Business Analysis
Education
Anna University 1995 — 1998
MCA, Master of Computer Applications
Government Arts College, Srikakulam 1992 — 1995
Bachelor of Scince, Maths, Physics and Chemistry
JPMorgan Chase August 2011 - Present
Gerson Lehrman Group May 2004 - August 2011
NYC Department of Education 2002 - 2004
Merrill Lynch 2001 - 2002
Palmer Hill Inc 2000 - 2001
Audiohighway 1999 - 2000
Skills
C#, Scrum, Agile, ASP.NET MVC, TDD, AJAX, jQuery, NAnt, Rake, Esb, BizTalk, MSMQ, SQL Server, Oracle SQL, WCF, IOC, Residential Mortgages, SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Test Driven Development, Oracle, Loan Origination, ASP.NET, Entity Framework, ESB, Web Applications, JavaScript, SDLC
Education
Amravati University 1993 — 1997
Computers science, Bachelor of Engineering
Morgan Stanley June 2015 - Present
Merrill Lynch January 2011 - June 2015
SYNTELL Inc. March 1997 - March 1999
HP CONSULTING PVT LTD November 1995 - February 1997
Skills
Wealth Management, Equities, Investments, Software Project..., Capital Markets, Portfolio Management, Alternative Investments, Risk Management, Financial Services, Agile Methodologies, IT Strategy
Education
Andhra University 1989 — 1992
Master of Science (M.Sc.), physics / Electronics
NIIT 1989 — 1991
PG DIPLOMA IN COMPUTERS, Computer Science
S.K.B.R COLLEGE AMALAPURAM 1986 — 1989
Bachelor of Science (B.Sc.), Mathemat Physics & Electronics
Washington Suburban Sanitary Commission October 2012 - Present
Alexiandria City Public School March 2010 - September 2012
Cantor Fitzgerald November 2009 - January 2010
Etrade November 2005 - October 2009
Rockefeller University May 2005 - October 2005
Merrill Lynch December 2004 - May 2005
TROON Golf October 2003 - December 2004
7-Eleven June 2003 - October 2003
Dallas Independent District School March 2003 - June 2003
University Of Alabama September 2002 - March 2003
Education
Rani Durgavati Vishwavidyalaya 1995 — 1997
M.Sc, Electronics
Andhra University 1992 — 1995
Bachelor of Science (B.Sc.), Electronics
Kendriya Vidyalaya 1980 — 1992
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
Merrill Lynch 2010 - 2010
The Chicago Council on Global Affairs June 2009 - September 2009
Skills
Excel, Bloomberg, Equities, Factset, PowerPoint, Valuation, Data Analysis
Education
Amherst College 2007 — 2011
Bachelor of Arts, Philosophy
New Trier High School 2003 — 2007
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
Casey, Quirk & Associates July 2014 - Present
Bristol-Myers Squibb June 2013 - August 2013
RP Capital Group August 2008 - August 2012
Merrill Lynch June 2007 - August 2007
Skills
Investments, Hedge Funds, Portfolio Management, Microsoft Excel, Emerging Markets, Due Diligence, Financial Markets, Strategy, Investment Strategies, Business Strategy, Asset Managment, Fundraising, Strategic Consulting, Business Development, Structured Products, Alternative Investments, Market Research, Investment Management, Private Equity, Bloomberg Terminal, Investor Relations, Financial Analysis, Trading Systems, Financial Services, Fund Of Funds, Investment Advisory, Electronic Trading, Global Macro, Asset Allocation, Institutional..., Product Management, Asset Management, Equity Derivatives, Financial Structuring, Marketing, Bonds, Marketing Strategy, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance & Marketing
Amherst College 2004 — 2008
BA with Honors, Law, Jurisprudence, and Social Thought
Hackley School 1990 — 2004
High School
Spartanburg County Sheriff's Office June 2010 - September 2015
Great Escape Bicycles January 2008 - January 2010
BackcountryLLC October 2007 - January 2009
Merrill Lynch February 2006 - December 2006
Education
Anderson University (SC) 2001 — 2006
Bachelor’s Degree, Finance and economics
University of South Carolina-Columbia 2001 — 2003
Business Administration and Management, General
UBS Wealth Management Compliance & Operational Risk Control January 2015 - Present
UBS Wealth Management Legal & Compliance Department February 2011 - January 2015
UBS Wealth Management Legal & Compliance Department December 2006 - February 2011
Merrill Lynch March 2005 - December 2006
Morvillo, Abramowitz, Grand, Iason & Silberberg September 1998 - March 2005
U.S. District Court, Southern District of New York September 1997 - September 1998
Skills
Securities Regulation, Securities, Equities, Corporate Governance, Financial Services, Capital Markets, Hedge Funds, Investments, Commercial Litigation, Litigation
Education
Columbia University School of Law 1994 — 1997
JD
Amherst College 1980 — 1984
BA, English
San Francisco University High School 1976 — 1980
Bank of America Merrill Lynch June 2015 - Present
Bucknell University September 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Campus Protein July 2013 - July 2014
Bucknell University August 2013 - May 2014
Charm City Youth Lacrosse League June 2012 - August 2012
Rock Lacrosse June 2011 - August 2012
Baltimore Education Scholarship Trust June 2011 - August 2011
Skills
Statistics, PowerPoint, Matlab, Python, Dreamweaver, C++, Microsoft Excel, Photoshop, Finance, HTML, Valuation, Spreadsheets, DCF Valuation, Credit Risk, Interest Rate Risk...
Education
Bucknell University 2012 — 2015
Bachelor of Science (B.S.), Mathematical Economics (Interdisciplinary study), Senior
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program
Amherst College 2011 — 2012
Mathematics and Economics
Friends School of Baltimore 2008 — 2011
Raymond James April 2009 - Present
Salvation Army Women's Auxiliary 2014 - 2015
Merrill Lynch April 2005 - April 2009
Skills
Retirement Planning, Financial Services, Wealth Management, Series 63, Management, Securities, Asset Allocation, Finance, Series 7, Marketing, Investments, Financial Advisory
Education
Anderson University (SC) 2000 — 2004
Bachelor of Science (BS), Human Resource Business Management
UBS Wealth Management August 2015 - Present
Merrill Lynch August 2013 - July 2015
KPMG September 2012 - August 2013
Skills
Financial Analysis, Leadership, Investment Management, Management, Corporate Finance, Financial Planning, Microsoft Excel, Financial Modeling, Finance, Investments, Social Media, Portfolio Management, Valuation
Education
Penn State University 2008 — 2012
Bachelor of Science (BS)
Anglo-American University, Prague
Non-Profit and Public Service 2014 - Present
WSDOT 2012 - 2013
US Army & National Guard 2010 - 2012
UBS Financial Services, Inc. 2007 - 2010
US Army March 2007 - June 2008
KeyCorp (McDonald Investments) 2000 - 2006
Washington Army National Guard 2005 - 2005
Merrill Lynch 1992 - 2000
US Army 1987 - 1998
Skills
Consultative Selling, Organizational..., Problem Solving, Decision Making, Investment Advisory, Financial Planning, Risk Management, Personnel, Operational Planning, Logistics Management, Aviation Operations, Crisis Management, Training & Development, Counseling, Vision Development, Systems Management, Military, Strategic Planning, Planning, Team Building, Leadership Development, Security Clearance, Program Management, Budgeting, Administration, Executive Management, Process Improvement, Team Leadership, Operations Management, Change Management, Cross-functional Team..., Mentoring, Public Speaking, New Business Development, Analysis, Negotiation, Financial Analysis, Financial Management, Policy, Organizational..., Project Planning, Mergers, Budgets, Start-ups, Customer Service, Entrepreneurship, System Administration, Command, Strategy, Leadership
Education
Berkeley-Columbia MBA, Antioch MA, West Point BS 1986 — 2013
Summary of Education for Title Summary...
Columbia Business School 2011 — 2012
Master of Business Administration (MBA), Financial Analysis and Direct Investing
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Business Administration (MBA), Strategic Planning and Operational Innovations
Antioch University Seattle 1991 — 1993
Master of Arts, Organizational Systems & Change Management Consulting
United States Military Academy at West Point 1982 — 1986
Bachelor of Science, Mechanical Engineering/Aerospace
UBS January 2009 - Present
Merrill Lynch April 2000 - January 2009
CIB Marine Bancshares, Inc. May 1998 - April 2000
Education
College for Financial Planning 2003 — 2003
Chartered Retirement Planning Counselor
Anderson University 1991 — 1996
Bachelors, Secondary Education / Social Studies
Copper Canyon Wealth Management April 2011 - Present
MetLife Securities March 2009 - April 2011
Smith Barney June 2004 - June 2007
Merrill Lynch March 2000 - June 2004
CPS Publishing June 1998 - December 1999
Los Angeles County Sheriff's Department September 1982 - January 1996
Skills
Investment Management, Personalized Investment..., Retirement Planning, Strategic and Tactical..., Fee-Based Asset..., Alternative Investments, Tax-advantaged..., Personalized Retirement..., Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Guaranteed Lifetime..., Estate and Trust..., Family, Corporate and..., Charitable Remainder..., The Private Trust..., Employer Sponsored..., Solo 401k Plans, College Education..., Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Stocks, Mutual Funds, Exchange Traded Funds, Managed Futures, Real Esate Investment..., 401k, 403b, 457 and TSP..., Mortgage Planning, IRAs, Roth IRAs, SEP IRAs, Personal Tax Planning, Personal Liability..., Working with Seniors..., Retired Detective, Los..., Utilizing Investigative..., Retired and Active Law..., Retired and Active..., Retired and Active Fire..., Retired and Active..., Retired and Active..., Business Liability..., Women Owned Business, Business Owner Planning, Business Succession..., Business Tax Planning, Buy-Sell Agreements, Personal Financial...
Education
The American College
Advanced Financial Planning
College for Financial Planning 2004 — 2005
Chartered Retirement Planning Counselor
California State University-San Bernardino 1997 — 1999
B.A., Business Administration - Finance and Management
Antelope Valley College 1995 — 1997
A.S., Business Administration
Antelope Valley College 1995 — 1997
A.A., Letters, Arts and Science
California Peace Officers Standards and Training 1996 — 1996
Advanced Certificate, Law Enforcement
California Peace Officers Standards and Training 1995 — 1995
Intermediate Certificate, Law Enforcement
Los Angeles County Sheriff's Academy 1982 — 1983
Basic Certificate, California Peace Officers Standards and Training, Law Enforcement
RBC Wealth Management September 2014 - Present
Merrill Lynch December 2013 - September 2014
Wells Fargo Advisors, LLC April 2005 - June 2013
SHAPE Dancewear July 1989 - January 2000
The Sports Club/LA August 1984 - December 1992
Skills
Management, Financial Advisory, Sales, Budgets, Finance, Sales Management, Retail, Insurance, Mutual Funds, Investments, FINRA, Leadership, Customer Retention, Business Development, Banking, Strategic Planning, Customer Service, Team Building, Financial Analysis, New Business Development, Marketing Strategy, Account Management, Risk Management, Series 7, Series 65
Education
California State University-Northridge 1984 — 1986
Business
Antelope Valley College 1979 — 1981
AA
Merrill Lynch 1988 - Present
Skills
Credit Analysis, Credit, Insurance, Retirement, Financial Analysis, Budgets, Retirement Planning, Series 7, Banking, Uniform Combined State..., Loans, Asset Allocation, Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Planning
Education
Angelo State University 1970 — 1972
BS, Mathematics
University of Oklahoma - Price College of Business
Master of Business Administration (MBA)
Edelman Financial Services 2014 - Present
Fidelity Investments 2012 - 2014
Merrill Lynch 2010 - 2012
J.P. Morgan 2005 - 2009
Skills
Certified Financial...
Education
Amherst College 2001 — 2005
Bachelor of Arts (BA), Economics
Citi June 2015 - August 2015
Citi June 2014 - August 2014
IPG September 2009 - June 2012
Merrill Lynch September 2008 - June 2009
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Research, Data Analysis, Microsoft Word, Event Planning, Community Outreach
Education
Amherst College 2012 — 2016
Bachelor’s Degree, Economics, Senior
Cristo Rey New York High School 2008 — 2012
High School
TIAA-CREF January 2015 - Present
ISDA (International Swaps and Derivatives Association) March 2009 - August 2014
Liquidnet April 2008 - March 2009
Merrill Lynch February 2007 - April 2008
The Economist Group, Thomson Financial, American Skiing Company 1997 - 2006
Skills
Content Strategy, Marketing Strategy, Content Management, Product Marketing, Social Media, Online Marketing, Integrated Marketing, Business Strategy, Product Launch, Digital Media, Social Media Marketing, E-commerce, Product Management, Analysis, Strategy, Analytics, Web Content, Leadership, Management, Product Development, Content Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Amherst College
BA, Psychology
Northwestern Mutual November 2012 - Present
Saffron Group May 2011 - Present
Granite Investment Partners October 2011 - April 2012
Steel Partners LLP June 2011 - September 2011
Oversee.net May 2006 - April 2011
X1 Technologies (An Idealab Company) January 2005 - April 2006
JumpNowUSA! January 2002 - December 2004
Codexa 2001 - 2001
Intertainer 2000 - 2001
Merrill Lynch 1996 - 2000
Skills
Due Diligence, M&A experience, Online Advertising, PPC, Display Advertising, Contract Negotiation, Start-ups
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Honors (Top 15% of Class), Finance and Strategy
Amherst College 1992 — 1996
B.A., Political Science
William Penn Charter School
Merrill Lynch December 2014 - Present
ADP September 2013 - December 2014
Eze Castle Software May 2010 - September 2013
Energy Kitchen May 2009 - August 2009
glaceau May 2007 - August 2008
Skills
Management, New Business Development, Sales, Marketing, Account Management, Product Management, Marketing Strategy, Team Building, Consulting, Program Management, Salesforce.com, Selling, Start-ups, Strategy, Public Relations
Education
Amherst College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Phillips Exeter Academy 2005 — 2006
High Honors
Bishop Hendricken High School 2001 — 2005
Merrill Lynch May 2015 - Present
Zapken & Loeb LLP January 2014 - May 2015
Tarlow & Co May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Law Offices of Shapiro, DiCaro & Barak December 2009 - July 2011
College Park Scholars Program, University of Maryland August 2009 - May 2011
Biblo & Freier, LLP December 2010 - January 2011
Skills
SAP, Bloomberg Terminal, Financial Edge, Engagement, ProSystems, QuickBooks, Accounting, Account Management, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Auditing, Project Management, Communication, Corporate Strategy..., Presentation Development, Manage Client..., Client Relations Skills, Dependable Team Player, Highly self-motivated, Leadership, Team Leadership, Bookkeeping
Education
Hofstra University 2013 — 2014
Master's Degree, Finance, General, 3.86
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Accounting and Finance
Robert H. Smith School Of Business
Anglo-American University, Prague 2012 — 2012
Qinetic Live February 2015 - Present
eleven22 October 2013 - Present
Ubinaptyx February 2009 - Present
Errund December 2010 - October 2013
The Cowen Group May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
IBM May 2009 - December 2009
Gilman & Ciocia July 2008 - August 2008
Six Sigma Qualtec May 2008 - June 2008
Regeneron Pharmaceuticals June 2007 - August 2007
Education
Amherst College
BA, Economics, Environmental Science
New York University 2009 — 2009
Finance
Alyse Radenovic 2009 - Present
Aelisheva 1997 - 2008
New York Magazine 1997 - 1997
Conde Nast 1996 - 1996
Donaldson, Lufkin & Jenrette 1996 - 1996
Republic Bank 1995 - 1995
Merrill Lynch 1995 - 1995
Barnes & Noble 1995 - 1995
Skills
Fine Art, Art History, Art, Painting, Fashion, Art Exhibitions, Oil Painting, Art Education, Galleries, Illustration, Abstraction, Curating, Studio Art, Blogging, Portrait Painting, Social Media
Education
The New School 1992 — 1994
Anthropology
Antioch College 1991 — 1992
Anthropology
UnitedHealth Group January 2015 - Present
Target June 2014 - December 2014
Target August 2013 - June 2014
Target May 2012 - August 2013
Target June 2010 - May 2012
Inpoint an Aon company November 2008 - August 2009
Merrill Lynch February 2009 - May 2009
Honeywell June 2008 - August 2008
Skills
Business Analysis, Merchandising, Financial Modeling, Pricing Strategy, E-commerce, Finance, Business Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Strategic Management
Amherst College 2006 — 2010
B.A., Economics
Swiss Finance Academy 2009 — 2009
Investment Banking Training Program
Citi Private Bank May 2010 - Present
Bank of America June 2002 - May 2010
Merrill Lynch January 1990 - June 2002
Skills
Portfolio Management, Investments, Wealth Management
Education
New York Law School 1975 — 1978
JD
Amherst College 1967 — 1971
BA, Anthropology
Bradford & Marzec February 2014 - Present
First Western Capital Management January 2013 - November 2013
AEGON USA Investment Management February 2011 - December 2012
Transamerica Investment Management (AEGON Subsidiary) July 2003 - February 2011
CoBank August 1999 - August 2001
Merrill Lynch June 1998 - August 1999
Skills
Fixed Income, Financial Markets, Portfolio Management, Investments, Financial Modeling, Asset Management, BlackRock Aladdin, BondEdge, Intex, Bloomberg, Corporate Credit, MBS, ABS, CMBS, Bonds, Bond Markets, High Yield Bonds, High Grade, Fixed Income Portfolio..., Fixed Asset Management, Superior Client Service, Client Service Oriented, Client Presentation, Client Relations Skills, Capital Raising, Asset Allocation, REIT, Financial Analysis, Financial Accounting, Finance, Structured Products, Institutional..., Credit Risk, Mutual Funds, High Yield, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA)
Amherst College 1994 — 1998
Bachelor of Arts (BA)
Aetna November 2006 - Present
Aetna November 2001 - October 2006
EBS July 2000 - September 2001
Merrill Lynch June 1997 - June 2000
Bankers Trust (merged with Deustche Bank) April 1994 - June 1997
L-Cube Innovative Solutions June 1992 - July 1993
SIEFLEX Robotics & Automation June 1990 - May 1992
Skills
Program Management, Enterprise Architecture, TOGAF, Portfolio Management, Business Analysis, IT Strategy, SDLC, Software Development, Analytics, Business Intelligence, Content Management, Collaboration, SOA, Business Process..., Unified Communications, Integration, Legacy Modernization, IT Infrastructure..., IT Financial Management, IT M&A, IT Portfolio..., Acquisition Integration, Cross-functional Team..., Solution Architecture, Strategy
Education
University of Liverpool 2013 — 2015
Master of Science (M.Sc.), International Management
Stanford University 2006 — 2007
Executive Education, Advanced Project and Program Management
Northwestern University - Kellogg School of Management
Executive Education, IT Portfolio Management
Anna University
B.Tech, Electronics Engineering
Anna University
Bachelor of Science (B.Sc.), Applied Sciences and Engineering
Badminton In India April 2013 - Present
Citi July 2010 - November 2012
Citigroup 2007 - July 2010
Citigroup July 1999 - April 2007
Merrill Lynch May 1999 - July 1999
Tata Consultancy Services August 1997 - May 1999
Skills
CCP Professional, LMHC Experience, SDLC, IT Strategy, Risk Management, SOA, Project Management, Business Intelligence, Business Analysis, Architectures, Leadership, Enterprise Architecture, Program Management, Requirements Analysis, Architecture, Solution Architecture, Vendor Management, Software Project..., Agile Methodologies
Education
Anna University 1994 — 1997
Masters Degree, Computer Application
The New College 1990 — 1993
B.Sc., Computer Science
Black Knight Financial Services (Previously LPS) July 2004 - Present
iStart Jax (Non-Profit) April 2014 - Present
Sterizon LLC November 2008 - Present
Lender Processing Services, Inc. (LPS) [Spin-off from FIS] July 2004 - December 2013
Techdazzle LLC January 2006 - December 2009
Fidelity National Information Systems (FIS) [Spin-off from FNF] July 2004 - July 2008
Fidelity National Financial (NYSE:FNF) July 2004 - June 2006
CitiStreet (Citi and State Street Company) March 2000 - July 2004
Merrill Lynch August 1998 - March 2000
MCI September 1997 - July 1998
Skills
Leadership, Enterprise Software, Start-ups, Executive Management, IT Strategy, Business Strategy, Entrepreneurship, Product Management, Visionary Thinking, Software Development, IT Business Strategy, Enterprise Architecture, Business Development, Innovation, Mortgage Servicing, Web Services, E-commerce, Web Applications, Agile Project Management, Mobile Applications, Agile Methodologies, Product Development, Startup Development, Java Enterprise Edition, Marketing, Programming, .NET, Integration, SDLC, Business Analysis, Strategic Partnerships, Vendor Management, Mobile Technology, Business Planning, Web Development, C#, Business Intelligence, Cloud Computing, Software Project..., Architecture, Lean IT, PHP, Android, iOS development, Mainframe, Analytics, Requirements Analysis, Mortgage Default, Secondary Mortgage...
Education
Jacksonville University 2012 — 2014
Executive MBA, Leadership Development
Anna University 1991 — 1995
Bachelor of Engineering (B.E.), Computer Science and Engineering
JPMorgan Chase February 2006 - January 2007
Merrill Lynch 2000 - 2006
Skills
Business Analysis, Java
Education
Anna University 1990 — 1993
Dodge & Cox Investment Managers April 2010 - Present
JP Morgan Chase & Co 2002 - 2010
Merrill Lynch 1997 - 2002
Crompton Greaves 1995 - 1997
Skills
Agile Methodologies, Integration, SDLC, Business Analysis, Vendor Management, IT Strategy
Education
Andhra University
Bachelor of Technology (B.Tech.), Computer Science
New Jersey Institute of Technology
MS, Computer Science
The Ohio State University - The Max M. Fisher College of Business
MBA, Finance, Strategy
Eaton Vance April 2014 - Present
GW&K Investment Management December 2008 - April 2014
Merrill Lynch April 2007 - December 2008
Goldman Sachs & Co. January 2001 - April 2007
Montgomery Securities July 1998 - July 1999
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Mutual Funds, Product Management
Education
Amherst College 1994 — 1998
BA, Political Science
Phillips Academy Andover 1990 — 1994
Bryan Cave LLP June 2014 - July 2014
Harter Secrest & Emery LLP May 2013 - July 2013
Eastman Kodak March 2010 - August 2012
Kodak November 2007 - March 2010
Merrill Lynch September 2006 - May 2007
General Mills May 2006 - August 2006
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.), JD Candidate, 2015
Washington University in St. Louis 2003 — 2007
B.A., Economics
Federal Reserve Board 2014 - Present
Evariant 2013 - 2013
Bank of America 2009 - 2013
Nomura Securities 2005 - 2008
Merrill Lynch 2003 - 2004
Skills
Data Modeling, ETL, Databases, SDLC, Informatica, Business Intelligence, Data Warehousing, PL/SQL, Requirements Analysis
Education
Andhra University 1999 — 2001
StreetOne, Inc. November 1999 - Present
Merrill Lynch February 1993 - June 1999
Education
Indian Institute of Technology, Madras 1988 — 1990
M.S, Mechanical Engineering
Anna University 1984 — 1988
B.E
Santhome Higher Secondary School
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch March 2006 - April 2014
Professional Access 1997 - 2004
Education
Stevens Institute of Technology 2007 — 2010
M.S, Technology Management
Anna University 1991 — 1995
B.S, Electrical and Electronics Engineering
v.v.v.school
UBS 2011 - Present
Barclays Capital 2010 - 2011
Iknow LLC 2009 - 2009
Merrill Lynch October 2005 - 2009
Merrill Lynch August 2000 - September 2005
Synergic Systems Consulting November 1994 - July 2000
Vector Consulting September 1990 - October 1994
CMC Ltd 1988 - 1990
Skills
Enterprise Architecture, IT Strategy, Trading, SDLC, Enterprise Content..., Enterprise Search, Business Process..., Delivering Results, Workflow Applications, Wealth Management, Investment Banking, Legal Technology, Counterparty Risk, Compliance, Text Analytics, Business Analysis, PMO, Leadership, Financial Services, Project Portfolio..., Fixed Income, Governance, Program Management, Information Technology, Management Consulting, IT Management, Project Management, Business Process..., Vendor Management, Offshoring, Business Transformation, Risk Management, Professional Services, Infrastructure, Management, Team Leadership, Consulting, Strategy
Education
University of Phoenix 2003 — 2008
DM (Doctor of Management), Management (Organizational Leadership)
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Annamalai University 1987 — 1989
MS, Physics
JP Morgan Chase July 2010 - Present
Bank of America September 2009 - July 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers March 2003 - September 2008
Golman Sachs 2000 - 2003
Merrill Lynch 1996 - 2000
Jyacc 1993 - 1996
Education
New Jersey Institute of Technology 1991 — 1993
Anna University
Collaborative Consulting July 2013 - Present
Virgin HealthMiles, Inc. February 2012 - May 2013
TJX 2011 - 2011
Avid Technology 2011 - 2011
Merrill Lynch 2010 - 2011
Avid Technology 2009 - 2010
AIG 2008 - 2009
Skills
Software Documentation, Web Services, ASP.NET, Testing, Software Development, Agile Methodologies, Agile Project Management, Enterprise Software, SaaS, .NET, Management, Microsoft SQL Server, Software Project..., ASP.NET MVC, SDLC, Requirements Analysis
Education
University of Maryland Eastern Shore 2001 — 2003
Masters, Applied Computer Science
Andhra University
Bachelors, Civil Engineering
BlackRock June 1998 - Present
Merrill Lynch Trust Company 2003 - 2005
Merrill Lynch 2002 - 2004
Skills
ETFs, Asset Allocation, Investment Strategies, Separately Managed...
Education
Antioch Univ 1993 — 1996
Advance Auto Parts July 2009 - Present
Radio Systems Corp 2008 - 2009
PNC Bank September 2007 - March 2008
BlackRock 2000 - 2006
Merrill Lynch 2000 - 2006
Merrill Lynch 2000 - 2006
Standard & Poor's 2003 - 2004
HPCL-Mittal Energy Limited 1989 - 1997
HPCL-Mittal Energy Limited 1989 - 1997
Skills
Business Intelligence, CRM, Product Development, Data Warehousing, Informatica, ETL, OBIEE, Master Data Management, Enterprise Architecture, Oracle, Siebel, Data Modeling, SDLC, Business Analysis, Requirements Analysis, Integration, Solution Architecture, SOA, Data Governance, Software Project..., Data Integration, SQL, Requirements Gathering, Analytics, Data Migration, Data Warehouse..., PL/SQL, Dimensional Modeling, Microsoft SQL Server, Business Objects, SharePoint, Database Design, Datastage, Teradata, Dashboard, DB2, Performance Tuning, SSIS
Education
University of Maryland University College 2014 — 2017
Master’s Degree, Predictive Analytics
Andhra University 1985 — 1989
Masters, Engineering
University of Maryland University College
University of Maryland University College
Predictive Analytics and Data Sciences
Cap Gemini November 2007 - Present
MetLife May 2004 - October 2007
ING Investments July 2003 - April 2004
Merrill Lynch June 2000 - June 2003
Citibank October 1999 - May 2000
Skills
Enterprise Architecture, SDLC, IT Strategy, Business Intelligence, Requirements Analysis, Software Project..., Solution Architecture, SOA, Business Analysis, Data Warehousing, Integration, Agile Methodologies
Education
University of Louisville 1998 — 1999
MS, Industrial Engineering
Andhra University
Timpany School
Deloitte March 2008 - Present
Merrill Lynch 2007 - 2007
Aspen Publishers 2005 - 2006
Morgan Stanley February 2004 - March 2005
Microsoft March 2003 - February 2004
sanofi-aventis July 2000 - April 2003
RJ Reynolds 2002 - 2003
Skills
SDLC, Requirements Analysis, Agile Methodologies, Software Project..., VSTO, Product Development, Software Development, Project Management, Decision Trees, Decision Modeling, Demand Planning, Resource Allocation, Corporate Finance, Resource Management, Technical Architecture, Technical Management, Strategy, Technical Design, Word, Forecasting, Excel, UML, Valuation, Enterprise Architecture, Data Modeling, IT Strategy, Management, Consulting, Business Analysis, Program Management, Business Intelligence, Business Process..., Integration, Leadership
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Andhra University
Bachelor of Science
National Institute of Information Technology 1995 — 1998
Systems Management
Citi September 2011 - Present
BMO Financial Group March 2011 - September 2011
Royal Bank of Scotland January 2010 - March 2011
Merrill Lynch December 2004 - December 2009
iNautix Technologies 2001 - 2004
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, SDLC, Sybase, Oracle, Unix, Requirements Gathering, SOA, Software Project..., Solution Architecture
Education
Anna University 1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Communications
DAV 1995 — 1997
kpcvsss
Bank of New York Mellon February 2014 - Present
Bank of America June 2013 - October 2014
Albridge Solutions July 2007 - June 2013
Tata Consultancy Services February 1998 - April 2007
Merrill Lynch 2001 - 2007
Skills
SDLC, PL/SQL, Unix, SQL, Software Project..., Oracle, Unix Shell Scripting, ETL, Data Warehousing, Software Development, SOA, Requirements Analysis, Databases, Agile Methodologies, Data Modeling, Informatica, Database Design, Weblogic, Enterprise Architecture, Requirements Gathering
Education
Indian Institute of Science 1996 — 1998
Masters of Engineering, Mechanical
Andhra University 1991 — 1995
Bachelor of Engineering (B.E.), Mechanical Engineering
Merrill Lynch 2000 - Present
Education
Anna University 1994 — 1996
MS, Mechanical Engineering
Sri Krishnadevaraya University 1990 — 1994
B. Tech, Mechanical Engineering
University of Pennsylvania
Costco Wholesale January 2005 - Present
Discovery Elementary School December 2009 - April 2010
Shorewood High School October 2007 - August 2008
Merrill Lynch July 2006 - March 2007
Education
Antioch University Seattle 2009 — 2011
Master's degree, Education
Western Washington University 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Sugarbush resort OwnerSugarbush ResortSeptember 2011 - Present
Summit Ventures NE, LLC 2001 - Present
Merrill Lynch August 1974 - January 2002
Merrill Lynch & Co. August 1974 - January 2002
Skills
Investments, Strategic Planning, Wealth Management, Marketing Strategy, Series 7, Public Speaking, Asset Managment, Event Management, Securities, Non-profits, Strategic Partnerships, Real Estate, Team Building, Fundraising, Leadership, Business Strategy, Hospitality, Nonprofits, Business Development, Start-ups, Social Networking, Entrepreneurship, Management, Asset Management, Contract Negotiation, Hedge Funds, Online Marketing, Mergers & Acquisitions, Alternative Investments, Strategy, Venture Capital, Budgets, Private Equity, Small Business, Advertising, Public Relations, Ski
Education
Amherst College 1967 — 1971
Bachelor of Arts, Political Science
Deerfield Academy 1963 — 1967
Buckley School 1955 — 1963
Merrill Lynch September 2013 - Present
Deloitte March 2012 - May 2013
Bed Bath & Beyond April 2008 - March 2012
Ernst & Young April 2003 - March 2008
Skills
.NET, Oracle, Web Services, ASP.NET, C#, SOA, Consulting, Microsoft SQL Server
Education
Andhra University
MCA, Computer Applications
LiveVox June 2010 - Present
NetSuite July 2008 - May 2010
Advent Software January 2006 - December 2007
Thomson Financial August 2004 - January 2006
Advent Software October 2001 - August 2004
Merrill Lynch March 2000 - April 2001
Banc of America Securities July 1998 - March 2000
Education
Amherst College 1994 — 1998
BA, Political Science and Spanish
University of Alicante, Spain 1996 — 1996
Spanish literature, history, art and international relations
Merrill Lynch September 2010 - April 2012
Amalgamated Life Insurance January 2008 - August 2010
Fidelity Investments October 2006 - January 2008
Skills
jQuery, JavaScript, XML, Web Applications, SQL, Access, Databases, SDLC, Business Analysis, Crystal Reports, DB2, HTML
Education
JNTU, Hyderabad, India 2004 — 2005
Diploma in Business Management
Andhra University 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Production and Industrial Engineering
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Independence Blue Cross December 2012 - May 2013
Bank of America December 2010 - November 2012
Merrill Lynch September 2008 - October 2010
Photon Infotech July 2006 - September 2008
Skills
SharePoint, .NET, WCF, ASP.NET, Web Services, Requirements Analysis, SDLC, XML, Software Project..., JavaScript, Java, Silverlight, LINQ, jQuery, jQuery UI, Microsoft SQL Server, TFS, Agile Methodologies, XSLT, Architecture, Business Intelligence, Powershell, Architectures, SOA
Education
Anna University 2002 — 2006
Bachelor's degree, Information Technology
Anna University 2002 — 2006
Bachelor's degree , Information Technology
Morgan Stanley January 2012 - Present
Headstrong October 2005 - Present
MF Global March 2010 - October 2011
Merrill Lynch June 2008 - March 2010
Morgan Stanley July 2007 - May 2008
Circuit City October 2005 - June 2007
Wellpoint Inc. June 2003 - September 2005
Argonne National Lab May 2001 - November 2002
Skills
Data Warehousing, Databases, Informatica, Unix Shell Scripting, ETL, Unix, Requirements Analysis, SQL, Business Analysis, SDLC, Oracle, Requirements Gathering, Teradata, Data Modeling, PL/SQL
Education
Northern Illinois University 2000 — 2003
Master of Science, Computer Science
Andhra University 1996 — 2000
Bachelor of Technology, Computer Science
Citi November 2014 - Present
Credit Suisse May 2011 - November 2014
Merrill Lynch Bank of America April 2010 - May 2011
jetBlue Airways June 2008 - March 2010
Merrill Lynch 2003 - 2008
Satyam 2003 - 2008
Charminar Online 2002 - 2003
Skills
IIS, Banking, Servers, VBScript, Windows Server, Operating Systems, Windows Server 2003, Web Services, TCP/IP, Windows, Integration, Oracle, Software Development, Agile Methodologies, Disaster Recovery, Microsoft SQL Server, .NET, ITIL, XML, SDLC, VMware, SQL, System Administration, System Deployment, Data Center, Enterprise Architecture, Networking, Vendor Management, SharePoint, IT Strategy, Requirements Analysis
Education
Sri Venkateswara University 1996 — 1999
MCA, Computer Applications
Andhra University 1993 — 1996
BSC, Computer Science
Kaiser Permanente IT January 2012 - Present
Pacific Gas and Electric Company November 2007 - September 2011
Wells Fargo 2011 - 2011
Southern California Edison (SCE) 2007 - 2010
The Guardian Life Insurance Company of America February 2007 - November 2007
Merrill Lynch June 2004 - December 2006
iGate Mastech 2003 - 2003
Tech Mahindra 2002 - 2003
MLBSL 2000 - 2001
MLBSL 2000 - 2001
Skills
Quality Center, Testing, SDLC, Business Analysis, Test Management, Requirements Analysis, Test Planning, Project Management, Test Estimation, Work Schedule, Manual/Automation..., DB Testing, UNIX,Autosys Jobs, System Testing, Software Project..., Visio, Business Requirements, Regression Testing, Quality Assurance, Integration, Waterfall, Requirements Gathering, Agile Methodologies, SharePoint
Education
Anna University 1992 — 1997
B.Arch, Engineering Design, Estimation
Thiru vi ka
Morgan Stanley March 2011 - Present
Merrill Lynch March 2010 - February 2011
Chartis Insurance March 2007 - February 2010
Tata Consultancy Services March 2003 - February 2007
Tata Consultancy Services May 2000 - February 2003
Skills
Sybase, Autosys, Unix, SQL, Perl, DB2, Ab Initio, Sed, Awk, Python, Oracle, MongoDB, ETL, Data Warehousing, Data Modeling, Business Intelligence
Education
Anna University 1996 — 2000
B Tech, Engineering
Second wind Publishing 2006 - Present
Books We Love Publishing Partners 2004 - Present
Merrill Lynch 1979 - 1984
The Travelers Insurance Co. 1976 - 1979
Skills
Books, Fiction Writing, Blogging, Storytelling, Creative Writing, Fiction, Published Author, Freelance Writing, Poetry, Proofreading, Copy Editing, Online Publishing, Book Reviews, Publishing, Ebooks, Literature, Short Stories, Novels, Manuscript, Non-fiction, Social Media, Editing, Science Fiction, Public Speaking, Ghostwriting, Creative Writer, Creative Non-fiction, Content Writing, Editorial, Critique, Rewriting, Web Content, Literary Fiction, Memoir, Publications, Book Writing, Poet, Facebook, Publicity, Text Editing, Newsletters, History
Education
Antioch College
University of Massachusetts, Amherst
Bachelor's degree, English Language and Literature/Letters
Fairfax County Public Schools October 2013 - Present
MDV Remodeling August 2012 - March 2013
Strayer University/SNI Companies November 2011 - August 2012
Divine Demonstrations January 2011 - August 2012
M & T Securities June 2010 - January 2011
SunTrust Bank 2009 - May 2010
Merrill Lynch May 2007 - January 2009
Lowe's Home Improvement February 2005 - March 2007
University of Maryland September 1997 - June 2002
Skills
Project Management, Sales, Customer Service, Microsoft Excel, Marketing, Process Improvement, PowerPoint, Social Networking, Training, Microsoft Office, Analytical Skills, Team Building, SharePoint, Microsoft Word, Account Management, excellent verbal..., Time Management, Goal Oriented, Team-oriented, Self-starter, works well independantly, Administrative..., Problem Solving, Outside Sales, CRM, Public Relations, Research
Education
University of Maryland College Park 1992 — 1999
Bachelors of Science, Natural Resources Management
Anne Arundel Community College 1989 — 1991
Associates of Arts, Biology
Queen Anne's County High School 1989 — 1990
Diploma, College Prep
Health Careers High School 1986 — 1989
Infogroup February 2012 - Present
Morgan Stanley July 2010 - February 2012
Epsilon May 2002 - May 2010
Bigfoot Interactive 2002 - 2006
Merrill Lynch 2001 - 2002
Paragon 1999 - 2002
JP Morgan Chase 2001 - 2001
AT&T 1999 - 2001
Hot Status Enterprises, Inc. 1999 - 2001
Celerity Solutions 1996 - 1999
Skills
Vendor Management, Financial Services, CRM, SDLC, SaaS, Product Development, Enterprise Software, PMP, Business Analysis, Business Process, IT Operations, Product Management, Management, IT Strategy, Project Planning, Information Technology, Program Management, Analytics, Oracle, Leadership, Strategic Planning, Change Management, Strategy, E-commerce, Email Marketing, Cloud Computing, Business Intelligence, Data Warehousing, Enterprise Architecture, Project Management, Software Project..., Web Applications, Agile Methodologies, Integration, Agile Project Management, IT Management, Outsourcing, Solution Architecture, Requirements Analysis
Education
Anna University 1987 — 1989
ME, Electronics & Communication Engineering (Applied Electronics)
AC College of Engg. & Tech, Karaikudi 1980 — 1985
B.E., Electircal Engineering
National Bank of Canada Financial Inc. September 2012 - Present
Santander August 2010 - December 2011
Merrill Lynch January 1998 - October 2008
TIAA-CREF 1989 - 1998
TIAA-CREF 1989 - 1998
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Amherst College 1980 — 1984
BA, Poli Sci
The Brookings Institution January 2015 - Present
U.S. Department of the Treasury May 2014 - December 2014
U.S. Department of the Treasury September 2011 - May 2014
Department of Treasury August 2009 - September 2011
Merrill Lynch November 2007 - August 2009
Skills
Policy Analysis, Government, Policy, Public Policy, International Relations, Risk Management, AML, Economics, Governance, Program Management, Analysis, Economic Development, Due Diligence, Politics, Risk Assessment, Banking, Foreign Policy, Management Consulting, Business Process..., Corporate Governance, Securities, Anti Money Laundering, Business Strategy, OFAC
Education
American University, Washington College of Law 1999 — 2002
JD, Law
University of Maryland College Park 1994 — 1999
BA/BS, Government & Politics/Business Management
University of Michigan Law School January 2007 - Present
Export Import Bank of the United States June 1999 - June 2001
Inter-American Development Bank January 1992 - June 1999
World Bank November 1990 - December 1991
United States Treasury Department August 1989 - October 1990
Merrill Lynch November 1979 - August 1989
Sullivan & Cromwell March 1966 - May 1969
Skills
Project Finance, International Finance, Economic Development, Emerging Markets, Public Policy
Education
The London School of Economics and Political Science (LSE) 1962 — 1963
None
University of Michigan Law School 1959 — 1962
JD
Amherst College 1954 — 1958
BA, Economics
Merrill Lynch June 2013 - Present
Direct Access Partners August 2010 - June 2013
Cantor Fitzgerald June 2008 - August 2010
UBS Investment Bank November 2005 - May 2008
Goldman Sachs 2002 - November 2005
Infosys Technologies Ltd August 2001 - November 2005
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Order Management, Trading Systems, Electronic Trading, Capital Markets, Trading, Hedge Funds, Investment Banking, Fixed Income, Java, Business Analysis, Agile Methodologies, Options, Software Development, SOA, Bloomberg, Sybase, Software Project..., Big Data, Cassandra, Apache Storm, Apache ZooKeeper, Apache Kafka
Education
College of Engineering, Trivandrum 1997 — 2001
B-Tech, Electrical & Electronics Engineering
Apeejay School 1983 — 1997
Bank of America January 2015 - Present
PJM Interconnection July 2014 - December 2014
SAP July 2003 - June 2014
Prudential Financial July 2001 - March 2003
Merrill Lynch June 1999 - April 2001
Skills
C#, SSRS, Agile Methodologies, Software Development, .NET, Cloud Computing, Systems Analysis, SDLC, ASP.NET, Technology Management, Business Intelligence, Data Modeling, AJAX, Solution Architecture, Microsoft SQL Server, Team Management, Agile Project Management, Crystal Reports, ERP, SOA, Database Design, Requirements Analysis, Web Applications, Scrum, SSIS, Software Project..., VB.NET, Enterprise Architecture, Project Management, IIS, Business Analysis, ETL, jQuery, Visio, Data Warehousing, Web Services, JavaScript, WCF, Windows Azure, SQL Azure, SAP Netweaver, SAP HANA
Education
Andhra University 1988 — 1992
B.Tech.
Merrill Lynch February 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch 2008 - January 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Edward Jones 1998 - 2001
Buncombe County Schools 1994 - 1998
Skills
Business Development, Wealth Management, Financial Services, Strategy, Strategic Financial..., Program Management, Financial Modeling, Training, Leadership, Financial Analysis, Banking, Change Management, Sales, Finance, Management, Insurance, Strategic Partnerships, Investments, Management Consulting, Financial Planning, Team Building, Mutual Funds, Private Equity, Strategic Planning, Venture Capital, Cross-functional Team..., Staff Development, Mergers & Acquisitions, Business Strategy, Leadership Development, Relationship Management, Team Leadership, Risk Management
Education
Leadership Pittsburgh 2014 — 2015
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Appalachian State University 1990 — 1994
B.S, History, Education
ACR 1986 — 1990
AllianceBernstein June 2010 - Present
Merrill Lynch April 2010 - May 2010
iQor October 2009 - March 2010
Credit Suisse February 2009 - October 2009
AllianceBernstein December 2006 - December 2008
Prudential Financial June 2005 - December 2006
Tata Consultancy Services April 2004 - December 2006
Infosys Technologies Ltd January 1999 - April 2004
Skills
Business Intelligence, SDLC, ETL, Data Warehousing, Microsoft SQL Server, SQL, Database Design, Software Project..., Databases, Oracle, WCF, Business Analysis, T-SQL, SSIS, C#, .NET, Sybase, SSRS, ASP.NET, Crystal Reports, Requirements Gathering
Education
Anna University 1994 — 1998
Bachelor's degree
US Navy October 2011 - Present
Smooth Talkers June 2011 - April 2013
Karson Management December 2008 - April 2009
Credit Suisse May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
DoD, Microsoft Office, Military, Research, Economics, Strategy
Education
Amherst College 2004 — 2008
BA, Sociology
Amherst College 2004 — 2008
Bachelor's degree, Sociology
Vanguard October 2013 - Present
The Prudential Company of America March 2012 - June 2013
Law Practice March 2009 - March 2012
Global Alliance Group Inc. October 2005 - March 2008
Merrill Lynch May 2000 - October 2005
McManimon & Scotland May 1998 - May 2002
The Copeland Companies (Citigroup Subsidiary) January 1995 - 1997
Lowenstein Sandler PC May 1992 - April 1994
Loeb & Loeb LLP 1988 - 1990
Skills
Estate Planning, Investments, Insurance, Financial Planners, Retirement Planning, Business Succession..., Alternative Investments, Portfolio Management, Management, Succession Planning, Finance, Fundraising, Corporate Finance, Mutual Funds, Strategic Financial..., Due Diligence, Equities, Management Consulting, Business Planning, Leadership, Tax, Private Equity, Retirement, Fixed Annuities
Education
University of California, Berkeley - School of Law 1982 — 1985
JD, Law
Amherst College 1976 — 1980
BA, Liberal Arts
Celgene November 2010 - Present
Covance June 2009 - November 2010
Merrill Lynch 2008 - 2009
Siemens 2007 - 2008
Bristol-Myers Squibb 2004 - 2006
Microsoft September 2000 - January 2004
Indotronix 1997 - 1999
Skills
SDLC, Agile Methodologies, Requirements Analysis, XML, Microsoft SQL Server, Web Services, SOA, Java Enterprise Edition, PL/SQL, .NET, Oracle, Software Development, Software Project..., SQL
Education
Andhra University
J.P. Morgan Chase & Co. June 2015 - Present
UBS Financial Services Inc. 2008 - Present
Merrill Lynch 1998 - 2008
T Rowe Price Associates Inc. 1993 - 1998
T. Rowe Price Associates Inc. 1992 - 1993
T. Rowe Price Associates, Inc. 1987 - 1992
Skills
ERISA, Retirement, IRAs, Investments, 401k, Securities, FINRA, Roth IRA, Contract Negotiation, Simple IRA, Profit Sharing, Mutual Funds, Retirement Planning, Employee Benefits, 401 K Rollovers, IRA's, SEP, Financial Services, Investment Advisory, Investment Advisers Act, Broker-Dealer
Education
Anne Arundel Community College
University of Baltimore School of Law
JD
University of Maryland Baltimore County
BS, Political Science
SAIC January 2012 - Present
High Touch, Inc. September 2010 - Present
Aegon 2014 - 2015
Aegon 2014 - 2015
Blue Cross Blue Shield of Kansas March 2009 - September 2010
Merrill Lynch March 2007 - March 2009
Skills
Programming, Business Intelligence, Data Modeling, Leadership, Databases, SQL, Project Management, Data Warehousing, Business Analysis, Business Intelligence..., Dashboard, Telecommunications, SDLC, Requirements Analysis, ETL, Program Management, Consulting, Integration, Process Improvement
Education
Oklahoma State University 2011 — 2012
Angelo State University 1985 — 1988
Tata Consultancy Services December 2014 - Present
World Bank Group December 2014 - Present
Credit Suisse July 2012 - December 2014
Cognizant Technology Solutions June 2008 - December 2014
Pfizer June 2010 - June 2012
Standard & Poor's April 2009 - May 2010
Abraxis BioScience June 2008 - March 2009
Satyam Computer services Limited January 2004 - June 2008
Merrill Lynch November 2007 - May 2008
General Motors April 2007 - October 2007
Skills
Documentum, Java, .NET, Microsoft SQL Server, Oracle, Unix, Linux, Web Logic, FAST, xPlore, Webtop, DAM, DCM, Documentum Administrator, WebDAV, FirstDoc, DFS, WDK, DFC, DTS, RPS, Records Management, Composer, Bulldozer, PathBuilder, SharePoint, SOA, Web Services, Core Java, SDLC, Project Management, Java Enterprise Edition, Integration, Enterprise Content..., Business Analysis, Business Intelligence, Weblogic, Solution Architecture, Requirements Analysis, Struts, Tomcat
Education
Andhra University 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Science
Andhra University 1996 — 1999
Bachelor of Computer Science, Computer Science
Framtiden LP and First Framtiden LP January 1999 - Present
Merrill Lynch November 1995 - March 1998
Bernie's Cycle April 1994 - May 1995
American Express December 1990 - June 1993
Japan Exchange and Teaching Program(me) (JET) August 1989 - July 1990
Education
Amherst College 1984 — 1989
B.A., Political Science, magna cum laude
Metairie Park Country Day School 1972 — 1984
High School Degree, College Preparatory
New Leadership Charter School May 2008 - September 2013
CAADstone Property Management May 1996 - June 2008
Charmaine White, MBA June 2007 - April 2008
JPMorgan Chase & Co. August 1998 - December 2000
JPMorgan Chase & Co. June 1996 - July 1998
JPMorgan Chase & Co. August 1995 - May 1996
J.P. Morgan June 1994 - August 1994
Merrill Lynch August 1991 - July 1993
Skills
Staff Development, Program Development, Nonprofits, Financial Planning, Curriculum Development, Fundraising, Program Evaluation, Public Speaking, Educational Leadership, Curriculum Design, Community Outreach, Teaching, Grants, Non-profits, Management, Grant Writing, Financial Analysis, Financial Reporting, Corporate Finance, Change Management, Public Relations, Leadership
Education
National Institute For School Leadership 2011 — 2013
School Leadership Executive Development Program
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and International Marketing
Amherst College 1989 — 1991
Bachelor of Arts (BA), Political Science, English and Economics
Urban Science October 2012 - Present
Farmers Insurance July 2005 - August 2012
American Honda Motor Company, Inc. May 2001 - July 2005
Jacobs Engineering June 2000 - May 2001
American Honda Finance Corporation July 1998 - August 2000
Farmers Insurance July 1996 - June 1998
Nissan North America 1994 - 1996
State of Nevada August 1993 - May 1994
Merrill Lynch February 1993 - July 1993
Complete Business Solutions/Covansys November 1992 - February 1993
Skills
Program Management, PMO, Governance, Software Project..., PMP, Certified Scrum Master..., Agile Project Management, Project Portfolio..., MS Project, Global Delivery, IT Management, Business Intelligence, Data Warehousing, Vendor Management, SOA, SDLC, IT Strategy, Project Planning, Resource Management, Team Leadership, Software Development, Cloud Computing, Project Implementation, Leadership, Database Admin, Requirements Analysis, ITIL, IT Service Management, Data Modeling, Database Management, Databases, SQL, DB2, Application Development, Visio, Solution Architecture, Insurance, SharePoint, Project Delivery, Java, Systems Analysis, Business Objects, Mainframe, COBOL, Scrum, Java Enterprise Edition, Integration, Agile Methodologies, J2EE, Consultancy
Education
Anna University 1985 — 1989
B.S, Computer Science and Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - Present
Merrill Lynch March 2010 - July 2010
Charles River Development January 2009 - October 2009
AllianceBernstein May 2005 - January 2009
Knight Equity Markets September 2004 - May 2005
Portware March 2004 - September 2004
Thomson Financial August 2000 - December 2003
Gale Group April 2000 - August 2000
Thomson Financial March 1999 - March 2000
Skills
Testing, Software Quality..., Test Planning, Quality Assurance, Software Development, Business Analysis, Test Automation, Test Strategy, Requirements Gathering, Manual Testing, Management, Integration
Education
Andhra University 1989 — 1992
Bachelors, Mechanical Engineering
Cardinal Health June 2014 - Present
Merrill Lynch January 2010 - June 2014
Ministry of Finance & National Economy March 2008 - January 2010
Mediline LTD July 2005 - March 2008
Skills
QC Tools, JIRA, Test Planning, Test Strategy, Test Management, Project Management, Resource Management, Project Planning, Project Finance, Performance Management, Manual Testing, Functional Testing, Quality Assurance, Quality Control, Requirements Analysis, Requirements Gathering, Defect Life Cycle, Full SDLC, System Deployment, Microsoft Office, Test Automation, XML, Test Cases, User Acceptance Testing, Project Delivery, Staff Management, Credit Risk, ERP, Sybase Adaptive Server, Microsoft SQL Server, MS Project, Agile Methodologies, SDLC, PL/SQL, SQL, Testing, Software Project..., Oracle
Education
Anna University 2001 — 2005
Bachelor's Degree, Electrical & Electronics
Merrill Lynch January 2006 - Present
Education
Andhra University
AIC Capital LLC 2008 - Present
Merrill Lynch 2005 - 2007
Goldman Sachs Asset Management 1992 - 2000
Education
University of Pennsylvania - The Wharton School
MBA
Amherst College
BA
Merrill Lynch July 2011 - Present
WorldLink, Inc. May 2010 - July 2011
mFormation Technologies 2008 - 2010
Huawei 2006 - 2009
Skills
Test Automation, Android, Manual Testing, Testing, Mobile Devices, Agile Methodologies, Software Project..., Mobile Communications, Test Planning, XML, Mobile Applications
Education
Andhra University 2001 — 2004
MCA
Merrill Lynch January 2000 - January 2002
Montgomery Securities 1985 - 1999
Kidder Peabody July 1973 - May 1985
Skills
Mergers, Fundraising, Investments, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Strategic Planning, Strategy, Business Strategy
Education
Harvard Business School 1971 — 1973
Master of Business Administration (MBA)
Amherst College 1965 — 1968
Bachelor of Arts (BA), Economics, squeaked thru
Tatnall School 1958 — 1964
High School diploma
CSC Covansys April 2006 - Present
Merrill Lynch April 2006 - June 2010
Tata Consultancy Services November 2003 - March 2006
Education
Andhra University
BE, Electrical
Citi May 2012 - Present
HSBC January 2011 - April 2012
Merrill Lynch February 2006 - December 2010
Prudential Securities July 1999 - February 2006
Skills
Banking, Wealth Management, Commercial Banking, Series 7, Credit, Investments, Private Banking, Retail Banking, Loans, Portfolio Management, Cross Selling, Finance, Mortgage Lending, Relationship Management, Commercial Lending, Credit Analysis, Financial Services, Consumer Lending, Loan Origination, Financial Analysis, Bonds, Asset Management, Mutual Funds, Trading, Investment Banking, Financial Advisory, Equities, Small Business Lending, Derivatives, Asset Allocation, Securities, Series 63, Lines Of Credit, Underwriting, Financial Markets, Wealth Management..., Cash Management, Retirement Planning, Investment Advisory, Asset Based Lending, Mortgage Banking, Fixed Income, Series 6, Capital Markets, Credit Risk, Financial Risk, Insurance, Strategic Financial..., Risk Management, Credit Cards
Education
Andhra University
Comcast October 2014 - Present
Hirtle, Callaghan & Co. June 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Penn State Investment Association December 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Strategic Planning, Budgets, Investments, Outlook, Finance, Risk Management, Sales, Financial Reporting, Management, Research, Business Planning, Financial Analysis, Data Analysis, Financial Modeling, Fundraising, Analysis, Social Networking, Bloomberg, Portfolio Management, Event Planning, Marketing Strategy
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship (ESHIP) Minor, Finance, General
Anglo-American University, Prague 2012 — 2012
Economics, History, Arts
Lower Merion High School 2005 — 2009
US Securities and Exchange Commission September 2005 - Present
PNC October 2000 - July 2002
Embassy Communications Corporation October 1999 - August 2000
Merrill Lynch January 1999 - November 1999
PHICO Insurance June 1997 - December 1998
United States Army Reserve 1993 - 1997
Skills
Securities Regulation, Insurance, Corporate Law, Securities, Finance, Credit, Legal Writing, Government, Management, Public Speaking, Sales, Legal Research
Education
American University, Washington College of Law 2002 — 2005
Juris Doctor, Law, 3.62 (Cum Laude)
Temple University - Fox School of Business and Management 1990 — 1997
Bachelor of Business Administration, Marketing, Risk Management and Insurance, 3.42 (Cum Laude)
Merrill Lynch January 2007 - Present
Merrill Lynch September 2001 - December 2006
Skills
Fixed Income, C#, VBA, VB.NET, Equities, Project Management, Microsoft SQL Server, Web Services, ASP, Visual Basic, Microsoft Excel, Microsoft Office, ASP.NET, SOAP, C# 4.0, Front Office, Offshore Management, Offshore Software..., RTD, Data Analysis, Databases, Trading Systems, Trading, SDLC, SQL, Software Project..., Capital Markets, Derivatives, Business Analysis, Sybase, vb6, Reflection, Excel..., SharePoint Server, SharePoint Designer
Education
University of Phoenix 2003 — 2006
Master of Business Administration (M.B.A.), Technology Management
Anna University 1994 — 1997
Bachelor of Technology (BTech), Electrical and Electronics Engineering
CityDance February 2012 - Present
Merrill Lynch 2003 - 2006
Morgan Stanley July 1997 - June 2000
Education
Yale School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), French and English
QSI NextGen Healthcare June 2013 - Present
Merrill Lynch October 2011 - May 2013
First Tennessee Bank October 2010 - September 2011
Radius 3 Infotech May 2006 - September 2010
Skills
Core point, Mirth,..., C, C++, ASP.NET,..., Oracle, MS Access, SQL..., Windows, UNIX and LINUX, SAP BOBJ, Crystal..., Business Objects, SSIS, Software Development, Oracle, Crystal Reports, Data Warehousing, SAP XI, Performance Tuning, Unix, CRM, Business Intelligence, Microsoft SQL Server, .NET, SDLC, Benefits Negotiation, ERP, Analysis, Databases, SAP, TFS, Team Foundation server, Release Management, Build Automation, Software Configuration..., Change Management, Software Deployment
Education
Anna University 2002 — 2006
Bachelor's Degree, Electrical and Electronics Engineering, A
Bank Of America June 2014 - Present
Amherst College August 2011 - Present
JDRF June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Shelter Island Yoga and Fitness May 2011 - August 2011
Karsch Capital Management May 2010 - August 2010
Skills
Finance, Leadership, Bloomberg, Microsoft Office, Research, Microsoft Word, Portfolio Management, Fundraising, Public Speaking, Customer Service
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology
Riverdale Country School 2007 — 2011
Morgan Stanley May 2013 - Present
Merrill Lynch April 2011 - May 2013
Altria April 2009 - May 2011
Wipro May 2007 - April 2009
HCL Technologies May 2005 - May 2006
Skills
Java, JavaScript, J2EE, EJB, JSP, Struts, Servlets, AJAX, Web Services, Web Sphere Application, JBoss Application Server, Hibernate
Education
Anna University 2001 — 2005
Bachelor's degree, Computer Science