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.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Gary A. Edmonds Gary A. Edmonds's Merrill Lynch Experience 1998 - 2001
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
Matt Sodl's Merrill Lynch Experience January 1997 - May 2001
Job Founding Partner, President and Managing Director at Innovation Capital
Industry Investment Banking
Experience
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Leon Schkolnick Leon Schkolnick's Merrill Lynch Experience September 1987 - May 2001
Job APL Systems Software Consultant at Jennison Associates; Boston (20102012)
Industry Computer Software
Experience
Jennison Associates June 2010 - December 2012
CheckFree Investment Services September 2001 - January 2008
Merrill Lynch September 1987 - May 2001
General Electric Consulting Services January 1987 - September 1987
Continental Insurance October 1983 - December 1986
Skills
Unix, Windows, C, Software Development, Programming, Agile Methodologies, Linux, XML, Web Development, SQL
Education
Columbia University in the City of New York
Ph.D., Physics
The George Washington University
B.S., Physics
Jennison Associates June 2010 - December 2012
CheckFree Investment Services September 2001 - January 2008
Merrill Lynch September 1987 - May 2001
General Electric Consulting Services January 1987 - September 1987
Continental Insurance October 1983 - December 1986
Skills
Unix, Windows, C, Software Development, Programming, Agile Methodologies, Linux, XML, Web Development, SQL
Education
Columbia University in the City of New York
Ph.D., Physics
The George Washington University
B.S., Physics
Christina James Christina James's Merrill Lynch Experience July 2008 - July 2011
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
McKinsey & Company August 2013 - August 2014
Danaher June 2012 - August 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Financial Modeling, Energy, Valuation, Strategy, Management Consulting, Corporate Finance, Data Analysis
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2004 — 2008
BA, American Studies - Hispanic Influence in American Culture
McKinsey & Company August 2014 - Present
McKinsey & Company August 2013 - August 2014
Danaher June 2012 - August 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Financial Modeling, Energy, Valuation, Strategy, Management Consulting, Corporate Finance, Data Analysis
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2004 — 2008
BA, American Studies - Hispanic Influence in American Culture
Hassan Ahmed's Merrill Lynch Experience July 2004 - April 2005
Job Director, Commercial Assessment at Pfizer
Industry Pharmaceuticals
Experience
Pfizer May 2015 - Present
Mylan August 2014 - May 2015
Novartis December 2012 - August 2014
Novartis September 2010 - December 2012
Novartis March 2008 - September 2010
The Blackstone Group December 2007 - March 2008
Barclays Capital April 2005 - December 2007
Merrill Lynch July 2004 - April 2005
Barclays Capital December 2003 - July 2004
Goldman Sachs April 2001 - July 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Supply Chain and Operations
Columbia University in the City of New York 2001 — 2003
MA, Statistics, Financial Mathematics
New York Institute of Technology 1996 — 2000
BS, Biology, Mathematics
Stanford University
Stanford University
Pfizer May 2015 - Present
Mylan August 2014 - May 2015
Novartis December 2012 - August 2014
Novartis September 2010 - December 2012
Novartis March 2008 - September 2010
The Blackstone Group December 2007 - March 2008
Barclays Capital April 2005 - December 2007
Merrill Lynch July 2004 - April 2005
Barclays Capital December 2003 - July 2004
Goldman Sachs April 2001 - July 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Supply Chain and Operations
Columbia University in the City of New York 2001 — 2003
MA, Statistics, Financial Mathematics
New York Institute of Technology 1996 — 2000
BS, Biology, Mathematics
Stanford University
Stanford University
David Fung David Fung's Merrill Lynch Experience July 1999 - December 1999
Job Named Account Sales Director at Atlantis Computing
Industry Computer Software
Experience
Atlantis Computing February 2015 - Present
Atlantis Computing October 2012 - Present
VMware November 2010 - October 2012
ASI System Integration March 2006 - November 2010
Province January 2006 - December 2008
Asian Rings Incorporate February 2004 - December 2008
Various Hedge Funds January 2000 - December 2005
Merrill Lynch July 1999 - December 1999
Goldman Sachs June 1997 - June 1999
CS First Boston September 1996 - January 1997
Skills
Cloud Computing, Virtualization, Storage, VMware, Storage Area Networks, VDI, Proprietary Trading, Process Optimization, Storage Virtualization, Performance Management, cost redu, Cost Reduction/Avoidance, Account Management, Disaster Recovery, Data Center, Servers, NetApp, SaaS, High Availability, Sales Presentations, Pre-sales
Education
Columbia University in the City of New York
New York University
Bachelor of Science (B.S.), Computer Science
Atlantis Computing February 2015 - Present
Atlantis Computing October 2012 - Present
VMware November 2010 - October 2012
ASI System Integration March 2006 - November 2010
Province January 2006 - December 2008
Asian Rings Incorporate February 2004 - December 2008
Various Hedge Funds January 2000 - December 2005
Merrill Lynch July 1999 - December 1999
Goldman Sachs June 1997 - June 1999
CS First Boston September 1996 - January 1997
Skills
Cloud Computing, Virtualization, Storage, VMware, Storage Area Networks, VDI, Proprietary Trading, Process Optimization, Storage Virtualization, Performance Management, cost redu, Cost Reduction/Avoidance, Account Management, Disaster Recovery, Data Center, Servers, NetApp, SaaS, High Availability, Sales Presentations, Pre-sales
Education
Columbia University in the City of New York
New York University
Bachelor of Science (B.S.), Computer Science
Colleen Neill Overlock's Merrill Lynch Experience March 2008 - December 2010
Job Executive Coach and Consultant
Industry Professional Training & Coaching
Experience
ProConvos Inc. 2015 - Present
Executive Coach and Consultant July 2014 - Present
Bank of America October 2009 - June 2014
Merrill Lynch March 2008 - December 2010
Merrill Lynch May 2004 - March 2008
Deutsche Bank June 2002 - May 2004
Skills
Career Development..., Business Strategy, Business Development, Strategic Planning, Team Leadership, Leadership Development, Project Management, Strategy, Executive Coaching
Education
Columbia University in the City of New York 2014 — 2015
Columbia Coaching Certificate Program, Executive and Organizational Coaching
University of Vermont 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Grenoble Ecole de Management 2001 — 2001
International Finance and Management
Kent School 1994 — 1998
High School
ProConvos Inc. 2015 - Present
Executive Coach and Consultant July 2014 - Present
Bank of America October 2009 - June 2014
Merrill Lynch March 2008 - December 2010
Merrill Lynch May 2004 - March 2008
Deutsche Bank June 2002 - May 2004
Skills
Career Development..., Business Strategy, Business Development, Strategic Planning, Team Leadership, Leadership Development, Project Management, Strategy, Executive Coaching
Education
Columbia University in the City of New York 2014 — 2015
Columbia Coaching Certificate Program, Executive and Organizational Coaching
University of Vermont 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Grenoble Ecole de Management 2001 — 2001
International Finance and Management
Kent School 1994 — 1998
High School
Maria Racana Maria Racana's Merrill Lynch Experience 1985 - 1989
Job Analyst at Yakima Products, Inc.
Industry Sporting Goods
Experience
Yakima Products January 2006 - Present
Sony Music Entertainment 1991 - 2002
KeySpan 1990 - 1990
Merrill Lynch 1985 - 1989
Skills
Forecasting, Financial Analysis, Management, Competitive Analysis, Business Planning, Business Development, Strategic Planning, Analysis, Leadership, Sales, Analytics, Financial Modeling, Budgets, Customer Service, Microsoft Office, Finance, Market Research, Managerial Finance, Financial Risk, Key Performance..., Microsoft Excel, Market Analysis, Project Management, Qualitative Research, Quantitative Research, Risk Assessment, Technical Writing, Valuation, Writing, Cross Functional Team..., Variance Analysis, Financial Reporting
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Columbia University in the City of New York
B.A.
Yakima Products January 2006 - Present
Sony Music Entertainment 1991 - 2002
KeySpan 1990 - 1990
Merrill Lynch 1985 - 1989
Skills
Forecasting, Financial Analysis, Management, Competitive Analysis, Business Planning, Business Development, Strategic Planning, Analysis, Leadership, Sales, Analytics, Financial Modeling, Budgets, Customer Service, Microsoft Office, Finance, Market Research, Managerial Finance, Financial Risk, Key Performance..., Microsoft Excel, Market Analysis, Project Management, Qualitative Research, Quantitative Research, Risk Assessment, Technical Writing, Valuation, Writing, Cross Functional Team..., Variance Analysis, Financial Reporting
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Columbia University in the City of New York
B.A.
Kelly Sabey Kelly Sabey's Merrill Lynch Experience September 2014 - Present
Job Business Support Manager Business Management & Planning
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch June 2014 - September 2014
Merrill Lynch May 2013 - June 2014
Starwood Hotels & Resorts Worldwide, Inc. September 2010 - May 2012
Skills
Customer Relations, Recruiting, Social Media Outreach, Client Facing Skills, Organizational..., Streamlining, Project Management, Team Building, Analysis, Social Networking, Management, Microsoft Excel, Data Analysis, Strategic Planning, Leadership Development, Organizational..., Program Management, Process Improvement, Leadership, Microsoft Office, Public Speaking
Education
Columbia University in the City of New York 2012 — 2014
Master of Arts (M.A.), Social-Organizational Psychology, 3.9
University of Utah 2011 — 2012
B.S., Cognitive Neuropsychology, 3.98
Westminster College 2004 — 2008
B.A, Business Management
Merrill Lynch September 2014 - Present
Merrill Lynch June 2014 - September 2014
Merrill Lynch May 2013 - June 2014
Starwood Hotels & Resorts Worldwide, Inc. September 2010 - May 2012
Skills
Customer Relations, Recruiting, Social Media Outreach, Client Facing Skills, Organizational..., Streamlining, Project Management, Team Building, Analysis, Social Networking, Management, Microsoft Excel, Data Analysis, Strategic Planning, Leadership Development, Organizational..., Program Management, Process Improvement, Leadership, Microsoft Office, Public Speaking
Education
Columbia University in the City of New York 2012 — 2014
Master of Arts (M.A.), Social-Organizational Psychology, 3.9
University of Utah 2011 — 2012
B.S., Cognitive Neuropsychology, 3.98
Westminster College 2004 — 2008
B.A, Business Management
Julie Yufe Julie Yufe's Merrill Lynch Experience 1999 - 2001
Job Global Innovation Director at ABInBev
Industry Consumer Goods
Experience
AB-InBev June 2013 - Present
Unilever 2011 - 2013
Unilever 2009 - 2011
Unilever 2005 - 2008
Revlon 2004 - 2005
Mars 2003 - 2004
Merrill Lynch 1999 - 2001
Skills
Customer Insight, FMCG, Brand Management, Shopper Marketing, Consumer Products, Innovation, Innovation Development, Brand Developement, Building Brand Awareness, Product Innovation, Digital Marketing, Social Media Marketing, Multi-media Marketing..., Digital Media, Marketing Communications, Marketing Strategy, Brand Development, Brand Equity, Competitive Analysis, Global Marketing, Marketing Research, Consumer Behaviour, Consumer Insight, Segmentation, Marketing Management, Integrated..., Customer Marketing, P&L Management, Market Research, Market Analysis, Project Management, Team Management, Product Launch, Advertising, Agency Relationship..., Marketing Plan Creation, Strategy, Management, Leadership, Cross-functional Team..., Marketing, Integrated Marketing
Education
Yale School of Management
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Magna Cum Laude
AB-InBev June 2013 - Present
Unilever 2011 - 2013
Unilever 2009 - 2011
Unilever 2005 - 2008
Revlon 2004 - 2005
Mars 2003 - 2004
Merrill Lynch 1999 - 2001
Skills
Customer Insight, FMCG, Brand Management, Shopper Marketing, Consumer Products, Innovation, Innovation Development, Brand Developement, Building Brand Awareness, Product Innovation, Digital Marketing, Social Media Marketing, Multi-media Marketing..., Digital Media, Marketing Communications, Marketing Strategy, Brand Development, Brand Equity, Competitive Analysis, Global Marketing, Marketing Research, Consumer Behaviour, Consumer Insight, Segmentation, Marketing Management, Integrated..., Customer Marketing, P&L Management, Market Research, Market Analysis, Project Management, Team Management, Product Launch, Advertising, Agency Relationship..., Marketing Plan Creation, Strategy, Management, Leadership, Cross-functional Team..., Marketing, Integrated Marketing
Education
Yale School of Management
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Magna Cum Laude
Michelle(Yansi) Xu Michelle(Yansi) Xu's Merrill Lynch Experience September 2013 - December 2013
Job Pricing Analyst at J.P. Morgan
Industry Investment Banking
Experience
Merrill Lynch September 2013 - December 2013
Beyondbond, Inc. June 2013 - August 2013
Ernst & Young May 2012 - June 2012
Mathematics and Statistics Learning Center September 2010 - March 2012
Skills
Actuarial Science, Quantitative Finance, VBA, Monte Carlo Simulation, Statistical Modeling, Matlab, C++, Microsoft Excel
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Financial Engineering
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Science, 3.9/4.0
Merrill Lynch September 2013 - December 2013
Beyondbond, Inc. June 2013 - August 2013
Ernst & Young May 2012 - June 2012
Mathematics and Statistics Learning Center September 2010 - March 2012
Skills
Actuarial Science, Quantitative Finance, VBA, Monte Carlo Simulation, Statistical Modeling, Matlab, C++, Microsoft Excel
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Financial Engineering
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Science, 3.9/4.0
David Crotty, CRPC's Merrill Lynch Experience January 2005 - May 2009
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
Jack Wolfman Jack Wolfman's Merrill Lynch Experience 1980 - 2000
Job ENERGY HEALER
Industry Health, Wellness and Fitness
Experience
Self-employed August 2011 - Present
Merrill Lynch 1980 - 2000
Skills
Economic Research, Stata, Statistics, Data Analysis, Health Economics, Economics, Public Relations, SAS, Program Evaluation, Strategic Planning
Education
Columbia University in the City of New York 1974 — 1980
Master's degree, Economics, Masters
Columbia University in the City of New York
Master's degree, Economics, 3.9
Self-employed August 2011 - Present
Merrill Lynch 1980 - 2000
Skills
Economic Research, Stata, Statistics, Data Analysis, Health Economics, Economics, Public Relations, SAS, Program Evaluation, Strategic Planning
Education
Columbia University in the City of New York 1974 — 1980
Master's degree, Economics, Masters
Columbia University in the City of New York
Master's degree, Economics, 3.9
Mark R. Jarrell Mark R. Jarrell's Merrill Lynch Experience 1986 - 1991
Job Corporate EVP / EVP Servicing/Asset Management
Industry Financial Services
Experience
Greystone & Co. March 2007 - Present
Merrill Lynch 1986 - 1991
Skills
CMBS, Real Estate Financing, Asset Managment, Public Policy, Real Estate Economics, Structured Finance, Financial Structuring, Valuation, Loans, Underwriting, Commercial Mortgages, Loan Origination, Asset Management, Disposition, Due Diligence, Securitization, Real Estate
Education
Princeton University 1982 — 1984
Master of Public Affairs (MPA)
Columbia University in the City of New York 1978 — 1982
Bachelor's degree, Urban Studies/Affairs
Greystone & Co. March 2007 - Present
Merrill Lynch 1986 - 1991
Skills
CMBS, Real Estate Financing, Asset Managment, Public Policy, Real Estate Economics, Structured Finance, Financial Structuring, Valuation, Loans, Underwriting, Commercial Mortgages, Loan Origination, Asset Management, Disposition, Due Diligence, Securitization, Real Estate
Education
Princeton University 1982 — 1984
Master of Public Affairs (MPA)
Columbia University in the City of New York 1978 — 1982
Bachelor's degree, Urban Studies/Affairs
Katie MacCallum, MD Katie MacCallum, MD's Merrill Lynch Experience June 2006 - January 2008
Job Intern
Industry Hospital & Health Care
Experience
Montefiore Health System June 2015 - Present
Columbia University Medical Center August 2013 - August 2014
Gerald H. Pitman, MD PC August 2009 - July 2010
Merrill Lynch June 2006 - January 2008
Skills
Data Analysis, Qualitative Research, Clinical Research, Research, Healthcare, Medicine, Statistics, Medical Education
Education
St. George's University 2010 — 2015
Doctor of Medicine (MD)
Columbia University in the City of New York 2008 — 2009
Post-baccalaureate Certificate, Pre-Medicine/Pre-Medical Studies
Georgetown University 2003 — 2006
Bachelor of Arts (BA), Economics
Montefiore Health System June 2015 - Present
Columbia University Medical Center August 2013 - August 2014
Gerald H. Pitman, MD PC August 2009 - July 2010
Merrill Lynch June 2006 - January 2008
Skills
Data Analysis, Qualitative Research, Clinical Research, Research, Healthcare, Medicine, Statistics, Medical Education
Education
St. George's University 2010 — 2015
Doctor of Medicine (MD)
Columbia University in the City of New York 2008 — 2009
Post-baccalaureate Certificate, Pre-Medicine/Pre-Medical Studies
Georgetown University 2003 — 2006
Bachelor of Arts (BA), Economics
Eduardo A. Vega Vega Eduardo A. Vega Vega's Merrill Lynch Experience October 2005 - December 2005
Job Sustainable Finance / Forex / Alternative Investments
Industry Capital Markets
Experience
Bank of America - Merrill Lynch June 2006 - September 2013
Merrill Lynch October 2005 - December 2005
AIMCO March 2004 - August 2005
Education
Columbia University in the City of New York
Master of Science (MS), Sustainability Management
Illinois Institute of Technology
Master of Science (MS), Finance / Financial Engineering
University of Bristol
BSc, (Joint Honors) Economics and Politics
Bank of America - Merrill Lynch June 2006 - September 2013
Merrill Lynch October 2005 - December 2005
AIMCO March 2004 - August 2005
Education
Columbia University in the City of New York
Master of Science (MS), Sustainability Management
Illinois Institute of Technology
Master of Science (MS), Finance / Financial Engineering
University of Bristol
BSc, (Joint Honors) Economics and Politics
Mark Shilshtut Mark Shilshtut's Merrill Lynch Experience 1999 - January 2004
Job Sr. Software Engineer at SecurityScorecard
Industry Retail
Experience
SecurityScorecard March 2015 - Present
Socure May 2014 - March 2015
SamosAnalytics September 2012 - April 2014
33Friends April 2012 - August 2012
Goldman Sachs March 2009 - April 2012
Bear Stearns & Company April 2005 - March 2009
Citigroup March 2004 - February 2005
Merrill Lynch 1999 - January 2004
Skills
Scala, Akka, Spring, Java, Unix, Agile Methodologies, SDLC, Spray, XML, Oracle, Databases, Perl, Software Project..., JavaScript, Linux, Java Enterprise Edition, Weblogic, Software Development, Web Services, Sybase, DB2, Project Management, SQL, JMS, UML, MySQL, Tomcat, Software Design, Subversion, Hibernate, Ant, Web Applications, Multithreading, Maven, SOA, Equities, Unix Shell Scripting, Business Analysis, Scrum, Agile Project Management, Spring Framework
Education
Columbia University in the City of New York 2009 — 2011
Master's degree, Technology Management, 3.7
State University of New York at Stony Brook 1995 — 1999
BS, Computer Science & Economics
SecurityScorecard March 2015 - Present
Socure May 2014 - March 2015
SamosAnalytics September 2012 - April 2014
33Friends April 2012 - August 2012
Goldman Sachs March 2009 - April 2012
Bear Stearns & Company April 2005 - March 2009
Citigroup March 2004 - February 2005
Merrill Lynch 1999 - January 2004
Skills
Scala, Akka, Spring, Java, Unix, Agile Methodologies, SDLC, Spray, XML, Oracle, Databases, Perl, Software Project..., JavaScript, Linux, Java Enterprise Edition, Weblogic, Software Development, Web Services, Sybase, DB2, Project Management, SQL, JMS, UML, MySQL, Tomcat, Software Design, Subversion, Hibernate, Ant, Web Applications, Multithreading, Maven, SOA, Equities, Unix Shell Scripting, Business Analysis, Scrum, Agile Project Management, Spring Framework
Education
Columbia University in the City of New York 2009 — 2011
Master's degree, Technology Management, 3.7
State University of New York at Stony Brook 1995 — 1999
BS, Computer Science & Economics
Joanna Capela's Merrill Lynch Experience February 2010 - June 2010
Job Associate Product Manager at Club Monaco
Industry Apparel & Fashion
Experience
Club Monaco - Ralph Lauren August 2014 - Present
Club Monaco - Ralph Lauren June 2013 - August 2014
Marc Jacobs August 2012 - May 2013
Columbia Business School May 2012 - August 2012
Columbia University September 2011 - January 2012
Marc Jacobs September 2010 - December 2010
Bloomberg June 2010 - July 2010
Merrill Lynch February 2010 - June 2010
Gelotti Homemade Ice Cream June 2006 - August 2009
Skills
Fashion, Product Development, Production, Materials R&D, Wholesale, Fabric Development, Purchase Orders, Color Management, Merchandising, Spanish, Microsoft Office, Market Research, Payroll, Customer Service, Bloomberg Terminal, Outstanding time..., Portuguese, Office Administration, Financial Analysis, SAP, IP, Cost Planning, WebPDM, Time Management, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2009 — 2013
BA- Barnard College, Economics, 3.7 GPA
The Montclair Kimberley Academy 2005 — 2009
High School, Math, Science, English, Spanish, History
Fashion Institute of Technology 2006 — 2008
Certificate of Course Completion, Sewing, Patternmaking
Club Monaco - Ralph Lauren August 2014 - Present
Club Monaco - Ralph Lauren June 2013 - August 2014
Marc Jacobs August 2012 - May 2013
Columbia Business School May 2012 - August 2012
Columbia University September 2011 - January 2012
Marc Jacobs September 2010 - December 2010
Bloomberg June 2010 - July 2010
Merrill Lynch February 2010 - June 2010
Gelotti Homemade Ice Cream June 2006 - August 2009
Skills
Fashion, Product Development, Production, Materials R&D, Wholesale, Fabric Development, Purchase Orders, Color Management, Merchandising, Spanish, Microsoft Office, Market Research, Payroll, Customer Service, Bloomberg Terminal, Outstanding time..., Portuguese, Office Administration, Financial Analysis, SAP, IP, Cost Planning, WebPDM, Time Management, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2009 — 2013
BA- Barnard College, Economics, 3.7 GPA
The Montclair Kimberley Academy 2005 — 2009
High School, Math, Science, English, Spanish, History
Fashion Institute of Technology 2006 — 2008
Certificate of Course Completion, Sewing, Patternmaking
Clare Deegan-Kent Clare Deegan-Kent's Merrill Lynch Experience 1994 - 1996
Job Partner at KKP Research
Industry Research
Experience
KKP Research CCOHafaza InternationalNovember 2013 - Present
Merrill Lynch 1994 - 1996
Dreyfus 1992 - 1994
Skills
Fundraising, Business Strategy, Contract Negotiation, Strategic Planning, Program Management, Venture Capital, Social Media, Risk Management, Financial Modeling, Public Speaking, Nonprofits, Change Management, Team Building, Financial Analysis, Budgets, Sustainability, Marketing Strategy, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA), Global Finance
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
KKP Research CCOHafaza InternationalNovember 2013 - Present
Merrill Lynch 1994 - 1996
Dreyfus 1992 - 1994
Skills
Fundraising, Business Strategy, Contract Negotiation, Strategic Planning, Program Management, Venture Capital, Social Media, Risk Management, Financial Modeling, Public Speaking, Nonprofits, Change Management, Team Building, Financial Analysis, Budgets, Sustainability, Marketing Strategy, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA), Global Finance
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Lu Sun Lu Sun's Merrill Lynch Experience September 2012 - December 2012
Job Senior Consultant at EY
Industry Financial Services
Experience
EY March 2015 - Present
Moody's Corporation April 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Sumitomo Mitsui Banking Corporation July 2012 - August 2012
China Merchants Bank May 2012 - June 2012
Mathematical Modeling Club February 2009 - June 2009
Skills
Statistical Modeling, SAS, Monte Carlo Simulation, Probability, Linear Regression, Data Analysis, Financial Analysis, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2012
Master, Statistics
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, B.S. in Information and Computing Science; B.A. in Finance
EY March 2015 - Present
Moody's Corporation April 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Sumitomo Mitsui Banking Corporation July 2012 - August 2012
China Merchants Bank May 2012 - June 2012
Mathematical Modeling Club February 2009 - June 2009
Skills
Statistical Modeling, SAS, Monte Carlo Simulation, Probability, Linear Regression, Data Analysis, Financial Analysis, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2012
Master, Statistics
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, B.S. in Information and Computing Science; B.A. in Finance
Linan Yang Linan Yang's Merrill Lynch Experience January 2010 - April 2010
Job Ph.D candidate at Columbia University
Industry Investment Management
Experience
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Societe Generale September 2010 - August 2011
Saguenay Strathmore Capital May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Skills
Bloomberg, Quantitative Finance, Matlab, Hedge Funds, Financial Modeling, Trading, VBA, Quantitative Analytics, Derivatives, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Ph.D
Columbia University in the City of New York 2009 — 2010
Master
Tsinghua University 2005 — 2009
Bachelor
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Societe Generale September 2010 - August 2011
Saguenay Strathmore Capital May 2010 - August 2010
Merrill Lynch January 2010 - April 2010
Skills
Bloomberg, Quantitative Finance, Matlab, Hedge Funds, Financial Modeling, Trading, VBA, Quantitative Analytics, Derivatives, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Ph.D
Columbia University in the City of New York 2009 — 2010
Master
Tsinghua University 2005 — 2009
Bachelor
Fengyi Kong Fengyi Kong's Merrill Lynch Experience January 2011 - April 2011
Job Risk Analyst at Vantage Commodities Financial Services, LLC
Industry Financial Services
Experience
Vantage Commodities Financial Services, LLC October 2013 - Present
Vantage Commodities Financial Services, LLC February 2013 - October 2013
Columbia University June 2012 - October 2013
Rice University May 2011 - April 2012
Merrill Lynch January 2011 - April 2011
China Construction Bank June 2010 - July 2010
Skills
Financial Modeling, SQL, Tableau, Roambi, Morningstar, R, Due Diligence, Financial Analysis, Research, Risk Management
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree, Financial Engineering, 3.62
Rice University 2009 — 2012
Bachelor of Arts (B.A.), Mathematical Economics Analysis, 4.0
Renmin University of China 2007 — 2009
N/A, Physics, Chemistry
Vantage Commodities Financial Services, LLC October 2013 - Present
Vantage Commodities Financial Services, LLC February 2013 - October 2013
Columbia University June 2012 - October 2013
Rice University May 2011 - April 2012
Merrill Lynch January 2011 - April 2011
China Construction Bank June 2010 - July 2010
Skills
Financial Modeling, SQL, Tableau, Roambi, Morningstar, R, Due Diligence, Financial Analysis, Research, Risk Management
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree, Financial Engineering, 3.62
Rice University 2009 — 2012
Bachelor of Arts (B.A.), Mathematical Economics Analysis, 4.0
Renmin University of China 2007 — 2009
N/A, Physics, Chemistry
Cielito Farah Biggs Cielito Farah Biggs's Merrill Lynch Experience 1996 - 1997
Job Experienced Investment Banking and Financial Services Project Manager
Industry Investment Banking
Experience
JPMorgan Chase 2002 - 2006
LearnTech 2000 - 2001
Opus360 1999 - 2000
General Electric 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Six Sigma, Trading Systems, Investment Banking, Equities
Education
Columbia University in the City of New York
Fordham University
BS Business Administration
University of the Philippines 1992 — 1993
JPMorgan Chase 2002 - 2006
LearnTech 2000 - 2001
Opus360 1999 - 2000
General Electric 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Six Sigma, Trading Systems, Investment Banking, Equities
Education
Columbia University in the City of New York
Fordham University
BS Business Administration
University of the Philippines 1992 — 1993
Forrest Close's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Wealth Management
Industry Capital Markets
Experience
Merrill Lynch June 2015 - Present
Alternative Access Capital, LLC May 2011 - May 2015
Van der Moolen Specialists August 2001 - May 2007
Scavone, Mckenna, Cloud June 1986 - August 2001
Skills
Hedge Funds, Capital Markets, Equities, Trading, Investments, Alternative Investments, Series 7, Equity Trading, Fund Of Funds, Financial Markets, Options, Investment Strategies, Economics, Portfolio Management, Equity Derivatives, Securities, Proprietary Trading, Asset Allocation, Investor Relations, Equity Capital Markets, Capital Raising, Customer Relations, Fixed Income
Education
Columbia University in the City of New York
Bachelor of Arts, Economics
Middlesex School
Fessenden School
Merrill Lynch June 2015 - Present
Alternative Access Capital, LLC May 2011 - May 2015
Van der Moolen Specialists August 2001 - May 2007
Scavone, Mckenna, Cloud June 1986 - August 2001
Skills
Hedge Funds, Capital Markets, Equities, Trading, Investments, Alternative Investments, Series 7, Equity Trading, Fund Of Funds, Financial Markets, Options, Investment Strategies, Economics, Portfolio Management, Equity Derivatives, Securities, Proprietary Trading, Asset Allocation, Investor Relations, Equity Capital Markets, Capital Raising, Customer Relations, Fixed Income
Education
Columbia University in the City of New York
Bachelor of Arts, Economics
Middlesex School
Fessenden School
Munir Dauhajre Munir Dauhajre's Merrill Lynch Experience February 1996 - May 2002
Job
Industry Financial Services
Experience
Barclays June 2014 - Present
Barclays August 2008 - May 2014
Lehman Brothers August 2007 - September 2008
Deutsche Bank May 2002 - July 2007
Merrill Lynch February 1996 - May 2002
Lehman Brothers February 1995 - February 1996
Lehman Brothers February 1991 - February 1995
Lehman Brothers January 1989 - January 1991
Lehman Brothers August 1986 - January 1989
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Markets, Financial Modeling, Hotels, Investment Banking, Investments, Real Estate, Real Estate Transactions, Microsoft Word, Management, Trading, Options, Finance, Banking, Structured Products, Private Equity, Valuation, Portfolio Management, Risk Management
Education
Universidad Nacional Pedro Henríquez Ureña 1978 — 1983
BSCE
Columbia University in the City of New York
Master of Business Administration (M.B.A.), Finance, Marketing
Barclays June 2014 - Present
Barclays August 2008 - May 2014
Lehman Brothers August 2007 - September 2008
Deutsche Bank May 2002 - July 2007
Merrill Lynch February 1996 - May 2002
Lehman Brothers February 1995 - February 1996
Lehman Brothers February 1991 - February 1995
Lehman Brothers January 1989 - January 1991
Lehman Brothers August 1986 - January 1989
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Markets, Financial Modeling, Hotels, Investment Banking, Investments, Real Estate, Real Estate Transactions, Microsoft Word, Management, Trading, Options, Finance, Banking, Structured Products, Private Equity, Valuation, Portfolio Management, Risk Management
Education
Universidad Nacional Pedro Henríquez Ureña 1978 — 1983
BSCE
Columbia University in the City of New York
Master of Business Administration (M.B.A.), Finance, Marketing
Anna Shelest Anna Shelest's Merrill Lynch Experience January 2001 - December 2001
Job Customs Broker at Damco Customs Services
Industry Logistics and Supply Chain
Experience
Damco Customs Services July 2008 - Present
UPS Supply Chain Solutions January 2004 - July 2008
AR Traffic Consultants January 2002 - January 2004
Bazzini Holdings October 1996 - August 2002
Merrill Lynch January 2001 - December 2001
Skills
Management, Customs Regulations, Air Freight, 3PL, Shipping, Warehousing, Supply Chain, Transportation, Freight, Import, Logistics, Ocean, Customs Brokerage, Freight Forwarding, International Logistics
Education
Broker License Preparation Class 2014 — 2014
Pace University - Lubin School of Business 1997 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
World Trade Institute 2003 — 2003
Certificate in Import & Export Regulations and Documentation
Columbia University in the City of New York 1997 — 1998
American Language Program
Damco Customs Services July 2008 - Present
UPS Supply Chain Solutions January 2004 - July 2008
AR Traffic Consultants January 2002 - January 2004
Bazzini Holdings October 1996 - August 2002
Merrill Lynch January 2001 - December 2001
Skills
Management, Customs Regulations, Air Freight, 3PL, Shipping, Warehousing, Supply Chain, Transportation, Freight, Import, Logistics, Ocean, Customs Brokerage, Freight Forwarding, International Logistics
Education
Broker License Preparation Class 2014 — 2014
Pace University - Lubin School of Business 1997 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
World Trade Institute 2003 — 2003
Certificate in Import & Export Regulations and Documentation
Columbia University in the City of New York 1997 — 1998
American Language Program
Brittney Carfora's Merrill Lynch Experience May 2006 - June 2006
Job Registered Nurse at YaleNew Haven Hospital
Industry Hospital & Health Care
Experience
Yale-New Haven Hospital August 2013 - Present
Yale New Haven Hospital January 2012 - August 2013
Yale-New Haven Community Medical Group November 2008 - May 2010
Neuberger Berman June 2007 - August 2007
Merrill Lynch May 2006 - June 2006
Merrill Lynch May 2005 - August 2005
Skills
PowerPoint, Excel, Fundraising, Word, Working knowledge of..., SCM, Leadership, Volunteer Management, Curriculum Design, Microsoft Word, Public Speaking, Teaching, Outlook, Community Outreach, Data Analysis, Clinical Research, Microsoft Office, Spanish, Program Development, Healthcare, Strategic Planning, Event Planning, Editing, SPSS, Tutoring, Software Configuration..., Curriculum Development, Social Media, Nonprofits, Higher Education, Microsoft Excel, Public Health, Research
Education
Jacksonville University 2010 — 2011
Bachelor of Science, Nursing
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Yale-New Haven Hospital August 2013 - Present
Yale New Haven Hospital January 2012 - August 2013
Yale-New Haven Community Medical Group November 2008 - May 2010
Neuberger Berman June 2007 - August 2007
Merrill Lynch May 2006 - June 2006
Merrill Lynch May 2005 - August 2005
Skills
PowerPoint, Excel, Fundraising, Word, Working knowledge of..., SCM, Leadership, Volunteer Management, Curriculum Design, Microsoft Word, Public Speaking, Teaching, Outlook, Community Outreach, Data Analysis, Clinical Research, Microsoft Office, Spanish, Program Development, Healthcare, Strategic Planning, Event Planning, Editing, SPSS, Tutoring, Software Configuration..., Curriculum Development, Social Media, Nonprofits, Higher Education, Microsoft Excel, Public Health, Research
Education
Jacksonville University 2010 — 2011
Bachelor of Science, Nursing
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Eli Hattem Eli Hattem's Merrill Lynch Experience November 2001 - February 2009
Job Principal at Park Bridge Financial LLC
Industry Real Estate
Experience
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Hany Awadalla Hany Awadalla's Merrill Lynch Experience May 1990 - June 1996
Job Managing Director, Investment Banking at National Securities
Industry Financial Services
Experience
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
Derya Sungu's Merrill Lynch Experience October 2012 - December 2012
Job
Industry Financial Services
Experience
IBM March 2015 - Present
Gerson Lehrman Group August 2013 - February 2015
Merrill Lynch October 2012 - December 2012
NJF Search International June 2012 - August 2012
Suntex Global Sourcing Inc. September 2010 - May 2012
Skills
Sales, Hedge Funds, Project Management, Business Development, Financial Analysis, Financial Modeling, Economics, Research, Analysis, Bloomberg Terminal, Wealth Management, Asset Management, Digital Transformation, Service Delivery..., Business Analytics, Technology Enabled..., Performance Management, Due Diligence, Turkish, German, PowerPoint, Strategy, Social Media
Education
New York University 2009 — 2013
Bachelor of Arts
Columbia University in the City of New York 2010 — 2010
Graduate School of Architecture, Planning and Preservation
New York University Florence 2009 — 2010
Bachelor of Arts, Economics
IBM March 2015 - Present
Gerson Lehrman Group August 2013 - February 2015
Merrill Lynch October 2012 - December 2012
NJF Search International June 2012 - August 2012
Suntex Global Sourcing Inc. September 2010 - May 2012
Skills
Sales, Hedge Funds, Project Management, Business Development, Financial Analysis, Financial Modeling, Economics, Research, Analysis, Bloomberg Terminal, Wealth Management, Asset Management, Digital Transformation, Service Delivery..., Business Analytics, Technology Enabled..., Performance Management, Due Diligence, Turkish, German, PowerPoint, Strategy, Social Media
Education
New York University 2009 — 2013
Bachelor of Arts
Columbia University in the City of New York 2010 — 2010
Graduate School of Architecture, Planning and Preservation
New York University Florence 2009 — 2010
Bachelor of Arts, Economics
Michelle Latzer's Merrill Lynch Experience May 2013 - February 2014
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Internet
Experience
Bank of Tokyo-Mitsubishi UFJ July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Financial Women's Association June 2014 - August 2014
Merrill Lynch May 2013 - February 2014
Watchitoo September 2011 - May 2013
Watchitoo November 2011 - March 2012
IDF August 2009 - August 2011
Skills
Product Management, Business Development, Social Media Marketing, Social Media, Project Planning, Market Research, Digital Marketing, Leadership, New Business Development, Marketing Strategy, Marketing, Business Strategy, Sales Management, Entrepreneurship, Strategic Planning, Digital Media, Management, Client Relations Skills, Client Development, Account Management, Event Management, Event Producing, Start-ups, Salesforce.com, Digital Strategy, Lead Generation, SaaS, Customer Satisfaction, Strategy, Online Marketing, Mobile Devices, Integration
Education
Columbia University in the City of New York
Bank of Tokyo-Mitsubishi UFJ July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Financial Women's Association June 2014 - August 2014
Merrill Lynch May 2013 - February 2014
Watchitoo September 2011 - May 2013
Watchitoo November 2011 - March 2012
IDF August 2009 - August 2011
Skills
Product Management, Business Development, Social Media Marketing, Social Media, Project Planning, Market Research, Digital Marketing, Leadership, New Business Development, Marketing Strategy, Marketing, Business Strategy, Sales Management, Entrepreneurship, Strategic Planning, Digital Media, Management, Client Relations Skills, Client Development, Account Management, Event Management, Event Producing, Start-ups, Salesforce.com, Digital Strategy, Lead Generation, SaaS, Customer Satisfaction, Strategy, Online Marketing, Mobile Devices, Integration
Education
Columbia University in the City of New York
David Lehmann David Lehmann's Merrill Lynch Experience 1986 - 1990
Job President at SolidX Partners Inc.
Industry Financial Services
Experience
SolidX Partners Inc. May 2014 - Present
Knight Capital Group 2002 - 2013
Independant Consultant 1999 - 2002
Montgomery Securities 1991 - 1999
Salomon Brothers 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Management, Equities, Sales, Trading, Finance, Electronic Trading, Algorithms, DMA, FX Trading, ECN, Consulting, NASD 7,63,55,24, Hedge Funds, Fixed Income, Investments, Securities, Equity Trading, Derivatives, Financial Markets, Series 7, capital markets
Education
Columbia University in the City of New York 1984 — 1986
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Marketing / Business Administration
SolidX Partners Inc. May 2014 - Present
Knight Capital Group 2002 - 2013
Independant Consultant 1999 - 2002
Montgomery Securities 1991 - 1999
Salomon Brothers 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Management, Equities, Sales, Trading, Finance, Electronic Trading, Algorithms, DMA, FX Trading, ECN, Consulting, NASD 7,63,55,24, Hedge Funds, Fixed Income, Investments, Securities, Equity Trading, Derivatives, Financial Markets, Series 7, capital markets
Education
Columbia University in the City of New York 1984 — 1986
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Marketing / Business Administration
Christina Trutescu's Merrill Lynch Experience May 2011 - August 2011
Job PostBaccalaureate PreMedical Certificate Graduate at Columbia University
Industry Medical Practice
Experience
Columbia University Medical Center May 2013 - July 2013
New York Presbyterian Hospital September 2012 - May 2013
Merrill Lynch May 2011 - August 2011
The Dean of Students Office-Stony Brook Univeristy August 2009 - May 2010
WH Industries Inc May 2009 - July 2009
Skills
Economics, Bloomberg Terminal, Market Research, Sales, Microsoft Office, HIPAA, Laboratory Skills, Patient Contact, Medical Records, Adult CPR, Infant CPR, Clinical Research
Education
Columbia University in the City of New York 2012 — 2014
Post baccalaureate pre-medical sciences
Fordham University 2012 — 2012
BA, Economics
Stony Brook University 2008 — 2010
B.A; B.S, Economics; Business Management; Finance
Columbia University Medical Center May 2013 - July 2013
New York Presbyterian Hospital September 2012 - May 2013
Merrill Lynch May 2011 - August 2011
The Dean of Students Office-Stony Brook Univeristy August 2009 - May 2010
WH Industries Inc May 2009 - July 2009
Skills
Economics, Bloomberg Terminal, Market Research, Sales, Microsoft Office, HIPAA, Laboratory Skills, Patient Contact, Medical Records, Adult CPR, Infant CPR, Clinical Research
Education
Columbia University in the City of New York 2012 — 2014
Post baccalaureate pre-medical sciences
Fordham University 2012 — 2012
BA, Economics
Stony Brook University 2008 — 2010
B.A; B.S, Economics; Business Management; Finance
Michael Waller's Merrill Lynch Experience 2013 - Present
Job Debt Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
Zelman & Associates June 2011 - August 2011
Coldwell Banker June 2010 - August 2010
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Credit Analysis, Bonds, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wayne Hills High School 2006 — 2009
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
Zelman & Associates June 2011 - August 2011
Coldwell Banker June 2010 - August 2010
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Credit Analysis, Bonds, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wayne Hills High School 2006 — 2009
Christopher F. Sheridan Christopher F. Sheridan's Merrill Lynch Experience June 2004 - November 2009
Job 3L at Vermont Law School
Industry Law Practice
Experience
Vermont Law School August 2013 - Present
Vermont Law School August 2013 - Present
Global Proving Ground December 2012 - April 2013
MacGregor and Company, Inc. 2011 - 2012
Morgan Stanley Private Bank, N.A. 2010 - December 2011
Merrill Lynch June 2004 - November 2009
Skills
Portfolio Management, Securities, Retirement Planning, Series 7, Series 66, Banking, Asset Allocation, Equities, Mergers & Acquisitions, Uniform Combined State..., Credit, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Alternative Investments, Estate Planning, Mutual Funds, Relationship Management, Asset Management, Finance
Education
Vermont Law School, South Royalton, VT 2013 — 2016
JD/MELP, Environmental Law, 1L
Columbia University in the City of New York 1988 — 1990
BA, History
Vermont Law School August 2013 - Present
Vermont Law School August 2013 - Present
Global Proving Ground December 2012 - April 2013
MacGregor and Company, Inc. 2011 - 2012
Morgan Stanley Private Bank, N.A. 2010 - December 2011
Merrill Lynch June 2004 - November 2009
Skills
Portfolio Management, Securities, Retirement Planning, Series 7, Series 66, Banking, Asset Allocation, Equities, Mergers & Acquisitions, Uniform Combined State..., Credit, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Alternative Investments, Estate Planning, Mutual Funds, Relationship Management, Asset Management, Finance
Education
Vermont Law School, South Royalton, VT 2013 — 2016
JD/MELP, Environmental Law, 1L
Columbia University in the City of New York 1988 — 1990
BA, History
Lisa Carnoy's Merrill Lynch Experience December 2012 - Present
Job Division Executive for Northeast and Metro New York
Industry Investment Banking
Experience
U.S. Trust June 2014 - Present
Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch 1994 - 2008
Wasserstein Perella + Co June 1991 - August 1992
Drexel Burnam Lambert June 1989 - February 1990
Skills
Private Equity, Corporate Development, Investment Strategies, Wealth Management..., Investment Advisory, Banking, MBS, Strategic Financial..., Series 24, Electronic Trading, Credit Derivatives, Series 65, Financial Services, Credit, Bloomberg Terminal, Securities Lending, Options, Trading Systems, Financial Advisory, FINRA, Private Banking, FX Options, Hedging, Equity Trading, Hedge Funds, Commodity, Leveraged Finance
Education
Harvard Business School 1992 — 1994
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, American Studies/History
U.S. Trust June 2014 - Present
Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch 1994 - 2008
Wasserstein Perella + Co June 1991 - August 1992
Drexel Burnam Lambert June 1989 - February 1990
Skills
Private Equity, Corporate Development, Investment Strategies, Wealth Management..., Investment Advisory, Banking, MBS, Strategic Financial..., Series 24, Electronic Trading, Credit Derivatives, Series 65, Financial Services, Credit, Bloomberg Terminal, Securities Lending, Options, Trading Systems, Financial Advisory, FINRA, Private Banking, FX Options, Hedging, Equity Trading, Hedge Funds, Commodity, Leveraged Finance
Education
Harvard Business School 1992 — 1994
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, American Studies/History
Mark De Lotto's Merrill Lynch Experience 1998 - 1998
Job Consultant
Industry Financial Services
Experience
Mark De Lotto, LLC January 2010 - Present
Countrywide Commercial Real Estate 2005 - 2008
JP Morgan 2004 - 2005
Capmark 1998 - 2004
Merrill Lynch 1998 - 1998
Skills
Commercial Mortgages, Structured Finance, CMBS, Real Estate Economics, Underwriting, Credit, Finance, Commercial Real Estate, Loans, Securitization, Valuation, Portfolio Management, Equities, Real Estate, Financial Structuring, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts, English
Mark De Lotto, LLC January 2010 - Present
Countrywide Commercial Real Estate 2005 - 2008
JP Morgan 2004 - 2005
Capmark 1998 - 2004
Merrill Lynch 1998 - 1998
Skills
Commercial Mortgages, Structured Finance, CMBS, Real Estate Economics, Underwriting, Credit, Finance, Commercial Real Estate, Loans, Securitization, Valuation, Portfolio Management, Equities, Real Estate, Financial Structuring, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts, English
Chris Wolfe's Merrill Lynch Experience September 2008 - March 2012
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
TBA December 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2013
Merrill Lynch September 2008 - March 2012
U.S. Army May 2000 - May 2006
Skills
Military, Organizational..., Valuation, Financial Modeling, Risk Management
Education
Columbia University in the City of New York 2014 — 2016
Master of Fine Arts (MFA), Creative Writing - Fiction
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investment Finance and Financial Statement Analysis
United States Military Academy at West Point 1996 — 2000
BS, Systems Engineeering
TBA December 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2013
Merrill Lynch September 2008 - March 2012
U.S. Army May 2000 - May 2006
Skills
Military, Organizational..., Valuation, Financial Modeling, Risk Management
Education
Columbia University in the City of New York 2014 — 2016
Master of Fine Arts (MFA), Creative Writing - Fiction
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investment Finance and Financial Statement Analysis
United States Military Academy at West Point 1996 — 2000
BS, Systems Engineeering
Dennis Crowley Dennis Crowley's Merrill Lynch Experience February 2010 - Present
Job Premier Investor Services Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Allstate Financial June 2008 - January 2010
Allstate Financial Services 2008 - 2009
Merrill Lynch Credit Corporation 2000 - 2006
Merrill Lynch August 2000 - August 2004
Fulton County January 1997 - April 2000
Education
Columbia University in the City of New York 1992 — 1997
Pre-med
Saint John's University 1987 — 1991
B.S., Criminal Justice
Regis High School 1987 — 1987
Merrill Lynch February 2010 - Present
Allstate Financial June 2008 - January 2010
Allstate Financial Services 2008 - 2009
Merrill Lynch Credit Corporation 2000 - 2006
Merrill Lynch August 2000 - August 2004
Fulton County January 1997 - April 2000
Education
Columbia University in the City of New York 1992 — 1997
Pre-med
Saint John's University 1987 — 1991
B.S., Criminal Justice
Regis High School 1987 — 1987
Christine Rodriguez Christine Rodriguez's Merrill Lynch Experience 1994 - 1995
Job Owner at Law Office of Christine Alexandria Rodriguez
Industry Law Practice
Experience
Balestriere Fariello March 2015 - Present
Law Office of Christine Alexandria Rodriguez May 2014 - Present
Ahmad Naqvi Rodriguez LLP June 2011 - Present
Law Office of Christine A. Rodriguez February 2007 - August 2011
Wade Clark Mulcahy February 2004 - February 2007
New York County District Attorney 1999 - 2004
Blank Rome Tenzer Greenblatt 1998 - 1998
Port Authority of NY & NJ 1997 - 1998
Winthrop Stimson Putman & Roberts 1996 - 1997
Merrill Lynch 1994 - 1995
Skills
Civil Litigation, Commercial Litigation, Criminal Defense, Employment..., Criminal Law, Litigation, Legal Research, Appeals, Litigation Support, Mediation, White Collar Criminal..., Courts, Trial Practice, Hearings, Securities Litigation, Trials, Torts, Depositions, Westlaw, Arbitration, Legal Writing, Family Law, Product Liability, Personal Injury..., Class Actions, Civil Rights
Education
Fordham University School of Law 1995 — 1999
Juris doctor, Law
Columbia University in the City of New York 1987 — 1994
B.A., English
The Brearley School 1983 — 1987
High School
Balestriere Fariello March 2015 - Present
Law Office of Christine Alexandria Rodriguez May 2014 - Present
Ahmad Naqvi Rodriguez LLP June 2011 - Present
Law Office of Christine A. Rodriguez February 2007 - August 2011
Wade Clark Mulcahy February 2004 - February 2007
New York County District Attorney 1999 - 2004
Blank Rome Tenzer Greenblatt 1998 - 1998
Port Authority of NY & NJ 1997 - 1998
Winthrop Stimson Putman & Roberts 1996 - 1997
Merrill Lynch 1994 - 1995
Skills
Civil Litigation, Commercial Litigation, Criminal Defense, Employment..., Criminal Law, Litigation, Legal Research, Appeals, Litigation Support, Mediation, White Collar Criminal..., Courts, Trial Practice, Hearings, Securities Litigation, Trials, Torts, Depositions, Westlaw, Arbitration, Legal Writing, Family Law, Product Liability, Personal Injury..., Class Actions, Civil Rights
Education
Fordham University School of Law 1995 — 1999
Juris doctor, Law
Columbia University in the City of New York 1987 — 1994
B.A., English
The Brearley School 1983 — 1987
High School
Behzad Mansouri's Merrill Lynch Experience September 1996 - April 2002
Job Executive Director at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. January 2014 - Present
Credit Agricole CIB January 2012 - June 2013
BNY Mellon September 2006 - December 2011
PNC June 2005 - August 2006
Barclays Investment Bank April 2002 - June 2005
Merrill Lynch September 1996 - April 2002
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Portfolio Management, Structured Products, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Mathematical Finance
Columbia University in the City of New York 1994 — 1996
Bachelor of Arts (B.A.), Econ/Math
Oppenheimer & Co. Inc. January 2014 - Present
Credit Agricole CIB January 2012 - June 2013
BNY Mellon September 2006 - December 2011
PNC June 2005 - August 2006
Barclays Investment Bank April 2002 - June 2005
Merrill Lynch September 1996 - April 2002
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Portfolio Management, Structured Products, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Mathematical Finance
Columbia University in the City of New York 1994 — 1996
Bachelor of Arts (B.A.), Econ/Math
David Bernat's Merrill Lynch Experience August 1988 - January 1996
Job Securities Structuring, Risk Management & Compliance
Industry Financial Services
Experience
Mission Markets Inc. September 2012 - April 2015
Jackson Securities April 2010 - August 2012
Banc of America Securities LLC November 2001 - May 2009
Prudential Securities December 1998 - November 2000
KPMG Peat Marwick LLP April 1997 - December 1998
First Albany Corp. February 1996 - March 1997
Merrill Lynch August 1988 - January 1996
The Penn Central Corporation January 1980 - December 1986
Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling
Education
Columbia University in the City of New York 1987 — 1988
Master of Business Administration (MBA), Accounting and Finance
Duke University 1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39
Union College 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54
Mission Markets Inc. September 2012 - April 2015
Jackson Securities April 2010 - August 2012
Banc of America Securities LLC November 2001 - May 2009
Prudential Securities December 1998 - November 2000
KPMG Peat Marwick LLP April 1997 - December 1998
First Albany Corp. February 1996 - March 1997
Merrill Lynch August 1988 - January 1996
The Penn Central Corporation January 1980 - December 1986
Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling
Education
Columbia University in the City of New York 1987 — 1988
Master of Business Administration (MBA), Accounting and Finance
Duke University 1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39
Union College 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54
Brittne Rivera Brittne Rivera's Merrill Lynch Experience May 2015 - Present
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Anqi (Kevin) Lin Anqi (Kevin) Lin's Merrill Lynch Experience May 2013 - July 2013
Job Compliance Analyst Intern at China Construction Bank
Industry Financial Services
Experience
China Construction Bank June 2014 - January 2015
Merrill Lynch May 2013 - July 2013
Essence Securities June 2012 - August 2012
New York University Photo Bureau February 2012 - May 2012
UUSee Internet Television & Interactive Video July 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Valuation, Investments, Equities, Investment Banking, Derivatives, Corporate Finance, Economics, Bloomberg Terminal, Microsoft Excel, VBA, Programming, Market Research
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, Operations Research
New York University 2010 — 2014
Bachelor of Arts, Economics and Psychology
China Construction Bank June 2014 - January 2015
Merrill Lynch May 2013 - July 2013
Essence Securities June 2012 - August 2012
New York University Photo Bureau February 2012 - May 2012
UUSee Internet Television & Interactive Video July 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Valuation, Investments, Equities, Investment Banking, Derivatives, Corporate Finance, Economics, Bloomberg Terminal, Microsoft Excel, VBA, Programming, Market Research
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, Operations Research
New York University 2010 — 2014
Bachelor of Arts, Economics and Psychology
Edward Cong Wang Edward Cong Wang's Merrill Lynch Experience July 2011 - June 2014
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - June 2014
Premium Capital January 2008 - December 2008
China Certification Inspection Co January 2007 - December 2007
Macy's Federated Department Store May 2006 - December 2006
Skills
Investments, Valuation, Investment Strategies, VBA, SAS, Microsoft Excel, Management, R, Fixed Income, Equities, Portfolio Management, Bloomberg, Wealth Management, Financial Modeling, Series 7, Alternative Investments, Real Estate, Asset Management, Mutual Funds, Capital Markets
Education
Columbia University in the City of New York 2009 — 2010
Masters, Statistics
Stony Brook University 2003 — 2006
Bachelor of Science, Economics and Finance 2006
Merrill Lynch July 2011 - June 2014
Premium Capital January 2008 - December 2008
China Certification Inspection Co January 2007 - December 2007
Macy's Federated Department Store May 2006 - December 2006
Skills
Investments, Valuation, Investment Strategies, VBA, SAS, Microsoft Excel, Management, R, Fixed Income, Equities, Portfolio Management, Bloomberg, Wealth Management, Financial Modeling, Series 7, Alternative Investments, Real Estate, Asset Management, Mutual Funds, Capital Markets
Education
Columbia University in the City of New York 2009 — 2010
Masters, Statistics
Stony Brook University 2003 — 2006
Bachelor of Science, Economics and Finance 2006
Dina Shi Dina Shi's Merrill Lynch Experience July 2013 - Present
Job Banking Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
Southridge Investment Group July 2009 - October 2010
Skills
Research, Bloomberg Terminal, Bloomberg, Series 7, Equities, Investments, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Sales, Fixed Income
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics
Stuyvesant High School 2005 — 2009
High School Diploma
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
Southridge Investment Group July 2009 - October 2010
Skills
Research, Bloomberg Terminal, Bloomberg, Series 7, Equities, Investments, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Sales, Fixed Income
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics
Stuyvesant High School 2005 — 2009
High School Diploma
Jacqueline Hirsch Jacqueline Hirsch's Merrill Lynch Experience November 2002 - July 2010
Job Investment and Portfolio Manager at Tigress Financial Partners
Industry Financial Services
Experience
Tigress Financial Partners February 2013 - Present
Merrill Lynch November 2002 - July 2010
Merrill Lynch May 2000 - November 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Structured Products, Fixed Income, Derivatives, Credit Derivatives, Emerging Markets, FX, Trading, Rates, Debt, Credit, Financial Modeling, Portfolio Management, Financial Markets, Valuation, Bonds, Excel, Interest Rate..., Latin America, Microsoft Office, Spanish, Bloomberg, Risk Management, Sales, Marketing, Hedging, Asset Management, Options, Capital Markets, Equities, Investments
Education
Columbia University in the City of New York
M.S., Industrial Engineering and Operations Research
Universidad Metropolitana - Caracas, Venezuela
B.S., Electrical Engineering
Tigress Financial Partners February 2013 - Present
Merrill Lynch November 2002 - July 2010
Merrill Lynch May 2000 - November 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Structured Products, Fixed Income, Derivatives, Credit Derivatives, Emerging Markets, FX, Trading, Rates, Debt, Credit, Financial Modeling, Portfolio Management, Financial Markets, Valuation, Bonds, Excel, Interest Rate..., Latin America, Microsoft Office, Spanish, Bloomberg, Risk Management, Sales, Marketing, Hedging, Asset Management, Options, Capital Markets, Equities, Investments
Education
Columbia University in the City of New York
M.S., Industrial Engineering and Operations Research
Universidad Metropolitana - Caracas, Venezuela
B.S., Electrical Engineering
James Berquist James Berquist's Merrill Lynch Experience August 1976 - January 1984
Job Owner, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Joshua Laurito's Merrill Lynch Experience April 2005 - December 2007
Job
Industry Computer Software
Experience
Gawker Media October 2014 - Present
City University of New York December 2013 - Present
Lumesis, Inc. July 2010 - Present
CrowdTwist, Inc. June 2011 - June 2014
Hexagon Securities June 2010 - June 2011
RangeMark Financial Services January 2008 - June 2010
Merrill Lynch April 2005 - December 2007
ABI Research 2004 - 2005
Skills
Fixed Income, Classification, Predictive Modeling, Financial Modeling
Education
Columbia University in the City of New York 2000 — 2004
Chemistry, Mathematics
Gawker Media October 2014 - Present
City University of New York December 2013 - Present
Lumesis, Inc. July 2010 - Present
CrowdTwist, Inc. June 2011 - June 2014
Hexagon Securities June 2010 - June 2011
RangeMark Financial Services January 2008 - June 2010
Merrill Lynch April 2005 - December 2007
ABI Research 2004 - 2005
Skills
Fixed Income, Classification, Predictive Modeling, Financial Modeling
Education
Columbia University in the City of New York 2000 — 2004
Chemistry, Mathematics
Chloe Blanchard's Merrill Lynch Experience January 2013 - December 2013
Job Applied Math, Computer Science, French at Columbia University
Industry Higher Education
Experience
VH1 August 2015 - Present
Fox Television June 2015 - Present
Society for Industrial and Applied Mathematics (SIAM) August 2014 - Present
Lime Connect June 2014 - Present
Columbia University in the City of New York September 2013 - Present
Columbia Engineering Student Council 2012 - Present
Fox Broadcasting Company January 2015 - May 2015
MTV September 2014 - December 2014
Halls of Ivy Private Professionals June 2014 - September 2014
Merrill Lynch January 2013 - December 2013
Skills
Organizational Structure, Team Leadership, Logistics, Fundraising, Volunteer Management, Government, Program Management, Policy, Microsoft Excel, Proposal Writing, Leadership, Event Planning, Editing, Research, Nonprofits, Public Relations, Social Media, International Relations, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Management
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.Sc.), Applied Math Cs, French
Henry M. Gunn Senior High School 2008 — 2012
VH1 August 2015 - Present
Fox Television June 2015 - Present
Society for Industrial and Applied Mathematics (SIAM) August 2014 - Present
Lime Connect June 2014 - Present
Columbia University in the City of New York September 2013 - Present
Columbia Engineering Student Council 2012 - Present
Fox Broadcasting Company January 2015 - May 2015
MTV September 2014 - December 2014
Halls of Ivy Private Professionals June 2014 - September 2014
Merrill Lynch January 2013 - December 2013
Skills
Organizational Structure, Team Leadership, Logistics, Fundraising, Volunteer Management, Government, Program Management, Policy, Microsoft Excel, Proposal Writing, Leadership, Event Planning, Editing, Research, Nonprofits, Public Relations, Social Media, International Relations, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Management
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.Sc.), Applied Math Cs, French
Henry M. Gunn Senior High School 2008 — 2012
Archana Pinnapureddy Archana Pinnapureddy's Merrill Lynch Experience June 2002 - August 2002
Job CoFounder of Ed Tech StartUp and Advisor at Everlasting Footprint
Industry Capital Markets
Experience
Education Start-Up 2013 - Present
Everlasting Footprint 2013 - Present
Nomura Securities 2011 - 2011
Bank of America Merrill Lynch 2005 - 2010
CSFB 2003 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Valuation, Investment Banking, Equities, Capital Markets, Mergers & Acquisitions, LBO, IPO, Corporate Development, Investments, Private Placements, Due Diligence, Finance, DCF Valuation, Start-ups, Entrepreneurship, Higher Education
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.), Economics
Notre Dame Academy 1995 — 1999
Education Start-Up 2013 - Present
Everlasting Footprint 2013 - Present
Nomura Securities 2011 - 2011
Bank of America Merrill Lynch 2005 - 2010
CSFB 2003 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Valuation, Investment Banking, Equities, Capital Markets, Mergers & Acquisitions, LBO, IPO, Corporate Development, Investments, Private Placements, Due Diligence, Finance, DCF Valuation, Start-ups, Entrepreneurship, Higher Education
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.), Economics
Notre Dame Academy 1995 — 1999
John T. Moore John T. Moore's Merrill Lynch Experience January 1992 - December 1995
Job Managing Director Head of Platform Distribution Alternative Investments at Franklin Templeton K2
Industry Investment Management
Experience
Franklin Templeton K2 April 2010 - Present
Smith Barney / Citi / Morgan Stanley January 1996 - December 2009
Merrill Lynch January 1992 - December 1995
Skills
Liquid Alternatives, Hedge Funds, Private Equity, Real Estate, Mutual Funds, Platform Distribution, Series 3, 7, 30, 63
Education
Columbia University in the City of New York 1990 — 1992
Bachelor's degree, Political Economy
Franklin Templeton K2 April 2010 - Present
Smith Barney / Citi / Morgan Stanley January 1996 - December 2009
Merrill Lynch January 1992 - December 1995
Skills
Liquid Alternatives, Hedge Funds, Private Equity, Real Estate, Mutual Funds, Platform Distribution, Series 3, 7, 30, 63
Education
Columbia University in the City of New York 1990 — 1992
Bachelor's degree, Political Economy
David A. Thompson David A. Thompson's Merrill Lynch Experience May 2003 - August 2003
Job Medical Student at Tulane University School of Medicine
Industry Medical Practice
Experience
ConocoPhillips August 2008 - August 2009
ConocoPhillips January 2007 - August 2008
The Late Show with David Letterman September 2005 - December 2005
Merrill Lynch May 2003 - August 2003
Skills
Microsoft Excel, Risk Management, Management, Financial Analysis, Data Analysis, Logistics
Education
Tulane University School of Medicine 2012 — 2016
Doctor of Medicine (MD)
Columbia University in the City of New York 2009 — 2011
Postbac Premed
New York University, Stern School of Business 2003 — 2006
BS, Finance
ConocoPhillips August 2008 - August 2009
ConocoPhillips January 2007 - August 2008
The Late Show with David Letterman September 2005 - December 2005
Merrill Lynch May 2003 - August 2003
Skills
Microsoft Excel, Risk Management, Management, Financial Analysis, Data Analysis, Logistics
Education
Tulane University School of Medicine 2012 — 2016
Doctor of Medicine (MD)
Columbia University in the City of New York 2009 — 2011
Postbac Premed
New York University, Stern School of Business 2003 — 2006
BS, Finance
Dan Urban's Merrill Lynch Experience May 2008 - August 2008
Job Private Banking & Wealth Management
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Guggenheim Partners May 2009 - April 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Valuation, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Hedge Funds, Structured Products, ABS, Capital Markets, MBS, CMBS, CLO, Financial Services, Wealth Management, Wealth Preservation..., Private Banking, Bonds, Structured Finance, Series 7
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science
Newark Academy 2002 — 2005
Credit Suisse June 2013 - Present
Guggenheim Partners May 2009 - April 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Valuation, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Hedge Funds, Structured Products, ABS, Capital Markets, MBS, CMBS, CLO, Financial Services, Wealth Management, Wealth Preservation..., Private Banking, Bonds, Structured Finance, Series 7
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science
Newark Academy 2002 — 2005
Ed Ho's Merrill Lynch Experience June 1999 - January 2006
Job Founding Partner iqCIO LLC
Industry Investment Management
Experience
iqCIO LLC August 2015 - Present
Berenberg Asset Management LLC February 2014 - July 2015
Platinum Partners (NY) LLC December 2011 - September 2013
Altima Securities LP January 2006 - December 2011
Merrill Lynch June 1999 - January 2006
Merrill Lynch Investment Managers 1999 - 2001
UBS January 1996 - June 1999
Bankers Trust January 1993 - January 1996
Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance
Education
Columbia University 1983 — 1987
B.Sc., Computer Science
Syosset High School 1979 — 1983
HS Degree, Syosset High School - home of the Braves!
iqCIO LLC August 2015 - Present
Berenberg Asset Management LLC February 2014 - July 2015
Platinum Partners (NY) LLC December 2011 - September 2013
Altima Securities LP January 2006 - December 2011
Merrill Lynch June 1999 - January 2006
Merrill Lynch Investment Managers 1999 - 2001
UBS January 1996 - June 1999
Bankers Trust January 1993 - January 1996
Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance
Education
Columbia University 1983 — 1987
B.Sc., Computer Science
Syosset High School 1979 — 1983
HS Degree, Syosset High School - home of the Braves!
Keenan Chen Keenan Chen's Merrill Lynch Experience January 2010 - June 2011
Job CEO / Music Producer at KING CHAIN MUSIC
Industry Investment Management
Experience
KING CHAIN MUSIC May 2015 - Present
Shiny Construction Co., Ltd. June 2010 - 2015
Merrill Lynch January 2010 - June 2011
Fubon Bank September 2007 - August 2009
Skills
Bloomberg Software, Strategic Planning, Investments, Derivatives, Stock Research, Construction Management, Asset Managment, Economic Development, Stata, SAS, Hedge Funds, Portfolio Management, Public Budgeting, Strategic Negotiations, Corporate Finance, Financial Accounting, Public Finance, Management
Education
University of Southern California 2011 — 2012
Master's degree, Public Policy and Management
Columbia University in the City of New York 2009 — 2010
Postbaccalaureate, Business Certificate: Finance
Fu Jen Catholic University 2004 — 2007
Bachelor of Arts (B.A.), Economics
KING CHAIN MUSIC May 2015 - Present
Shiny Construction Co., Ltd. June 2010 - 2015
Merrill Lynch January 2010 - June 2011
Fubon Bank September 2007 - August 2009
Skills
Bloomberg Software, Strategic Planning, Investments, Derivatives, Stock Research, Construction Management, Asset Managment, Economic Development, Stata, SAS, Hedge Funds, Portfolio Management, Public Budgeting, Strategic Negotiations, Corporate Finance, Financial Accounting, Public Finance, Management
Education
University of Southern California 2011 — 2012
Master's degree, Public Policy and Management
Columbia University in the City of New York 2009 — 2010
Postbaccalaureate, Business Certificate: Finance
Fu Jen Catholic University 2004 — 2007
Bachelor of Arts (B.A.), Economics
Bruce Wacha Bruce Wacha's Merrill Lynch Experience February 2005 - October 2006
Job Chief Financial Officer at Amira Foods
Industry Food & Beverages
Experience
Amira Foods June 2014 - Present
Deutsche Bank Securities October 2006 - May 2014
Merrill Lynch February 2005 - October 2006
Prudential Financial June 1998 - August 2003
Skills
Investment Banking, Financial Reporting
Education
Columbia University in the City of New York 2002 — 2004
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Amira Foods June 2014 - Present
Deutsche Bank Securities October 2006 - May 2014
Merrill Lynch February 2005 - October 2006
Prudential Financial June 1998 - August 2003
Skills
Investment Banking, Financial Reporting
Education
Columbia University in the City of New York 2002 — 2004
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Gregory Paul's Merrill Lynch Experience January 2013 - June 2013
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management July 2013 - Present
Merrill Lynch January 2013 - June 2013
Robeco June 2011 - August 2011
UNICEF January 2011 - June 2011
RuffaloCODY September 2009 - September 2010
Skills
Leadership, Social Media, Training, Research, Strategy, Program Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Stata, Event Planning, Microsoft Word, Spanish, Editing, Community Outreach, Data Analysis, Banking, Matlab, SPSS, Investments, Economics, Management, Financial Modeling, Analysis, Project Management, Market Research, Fundraising, Nonprofits, Financial Analysis, Bloomberg, Team Leadership, Finance, Due Diligence, Equities, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Belmont Hill School 2005 — 2009
High School Diploma
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management July 2013 - Present
Merrill Lynch January 2013 - June 2013
Robeco June 2011 - August 2011
UNICEF January 2011 - June 2011
RuffaloCODY September 2009 - September 2010
Skills
Leadership, Social Media, Training, Research, Strategy, Program Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Stata, Event Planning, Microsoft Word, Spanish, Editing, Community Outreach, Data Analysis, Banking, Matlab, SPSS, Investments, Economics, Management, Financial Modeling, Analysis, Project Management, Market Research, Fundraising, Nonprofits, Financial Analysis, Bloomberg, Team Leadership, Finance, Due Diligence, Equities, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Belmont Hill School 2005 — 2009
High School Diploma
Jane Hoffman Jane Hoffman's Merrill Lynch Experience June 1998 - October 2001
Job Principal Consultant at Jane Hoffman & Co.
Industry Fund-Raising
Experience
Jane Hoffman & Co. January 2015 - Present
Self-employed March 2008 - Present
Both Ends Burning April 2014 - January 2015
The Pingry School 2003 - 2008
The Willow School, NJ 2001 - 2003
Merrill Lynch June 1998 - October 2001
Skills
Annual Giving, Fundraising, Nonprofits, Alumni Relations, Strategic Communications, Community Outreach, Volunteer Management, Public Relations, Grant Writing, Newsletters, Grants, Philanthropy, Press Releases, Public Speaking, Program Development, Event Planning, Event Management
Education
Columbia University in the City of New York 2005 — 2006
Master's Degree, Fundraising Management
The College of William and Mary 1994 — 1998
Bachelor's degree, History
The Pingry School 1989 — 1994
High School
Jane Hoffman & Co. January 2015 - Present
Self-employed March 2008 - Present
Both Ends Burning April 2014 - January 2015
The Pingry School 2003 - 2008
The Willow School, NJ 2001 - 2003
Merrill Lynch June 1998 - October 2001
Skills
Annual Giving, Fundraising, Nonprofits, Alumni Relations, Strategic Communications, Community Outreach, Volunteer Management, Public Relations, Grant Writing, Newsletters, Grants, Philanthropy, Press Releases, Public Speaking, Program Development, Event Planning, Event Management
Education
Columbia University in the City of New York 2005 — 2006
Master's Degree, Fundraising Management
The College of William and Mary 1994 — 1998
Bachelor's degree, History
The Pingry School 1989 — 1994
High School
Calvin Look Calvin Look's Merrill Lynch Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
CRT Capital Group November 2010 - January 2015
Merrill Lynch 2004 - 2008
Marsh & McLennan Companies 2002 - 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Investments, Structured Finance, Financial Analysis, Trading, Deal Execution, Securitization, MBS, Hedge Funds
Education
Columbia University in the City of New York 1998 — 2002
BA, Economics
CRT Capital Group November 2010 - January 2015
Merrill Lynch 2004 - 2008
Marsh & McLennan Companies 2002 - 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Investments, Structured Finance, Financial Analysis, Trading, Deal Execution, Securitization, MBS, Hedge Funds
Education
Columbia University in the City of New York 1998 — 2002
BA, Economics
Daniel Vaccaro Daniel Vaccaro's Merrill Lynch Experience June 2014 - June 2014
Job Student at Columbia University
Industry Research
Experience
URJ 6 Points Sci-Tech Academy June 2015 - August 2015
Concordia Summer Camp June 2013 - August 2014
Merrill Lynch June 2014 - June 2014
Lamont Doherty Earth Observatory February 2014 - June 2014
Institute for Ultrafast Spectroscopy and Lasers June 2011 - August 2012
Education
Columbia University in the City of New York 2013 — 2017
Neuroscience & Behavior
Riverdale Country School 1999 — 2013
URJ 6 Points Sci-Tech Academy June 2015 - August 2015
Concordia Summer Camp June 2013 - August 2014
Merrill Lynch June 2014 - June 2014
Lamont Doherty Earth Observatory February 2014 - June 2014
Institute for Ultrafast Spectroscopy and Lasers June 2011 - August 2012
Education
Columbia University in the City of New York 2013 — 2017
Neuroscience & Behavior
Riverdale Country School 1999 — 2013
Hilary Rogers's Merrill Lynch Experience July 2008 - September 2009
Job Corporate and Foundation Partnerships, American Red Cross
Industry Fund-Raising
Experience
American Red Cross Greater New York July 2014 - Present
American Red Cross Greater New York June 2014 - Present
Untitled Entertainment October 2011 - November 2013
Principal Entertainment June 2010 - June 2011
International Creative Management September 2009 - June 2010
Merrill Lynch July 2008 - September 2009
NBC Universal January 2009 - March 2009
Merrill Lynch June 2007 - August 2007
CNBC Europe January 2007 - May 2007
NBC Universal June 2006 - August 2006
Skills
Publicity, Digital Media, Entertainment, Television, Fundraising, Organizational..., Event Planning, Marketing, Public Relations
Education
Columbia University in the City of New York 2013 — 2015
Master of Science, Fundraising Management
Vanderbilt University 2004 — 2008
Bachelors of Science, Cum Laude, Human & Organizational Development
Roland Park Country School 1995 — 2004
American Red Cross Greater New York July 2014 - Present
American Red Cross Greater New York June 2014 - Present
Untitled Entertainment October 2011 - November 2013
Principal Entertainment June 2010 - June 2011
International Creative Management September 2009 - June 2010
Merrill Lynch July 2008 - September 2009
NBC Universal January 2009 - March 2009
Merrill Lynch June 2007 - August 2007
CNBC Europe January 2007 - May 2007
NBC Universal June 2006 - August 2006
Skills
Publicity, Digital Media, Entertainment, Television, Fundraising, Organizational..., Event Planning, Marketing, Public Relations
Education
Columbia University in the City of New York 2013 — 2015
Master of Science, Fundraising Management
Vanderbilt University 2004 — 2008
Bachelors of Science, Cum Laude, Human & Organizational Development
Roland Park Country School 1995 — 2004
Joe Raimondi's Merrill Lynch Experience June 2011 - August 2011
Job Account Executive at integraONE.
Industry Information Technology and Services
Experience
integraONE July 2014 - Present
Cisco August 2014 - October 2014
New Jersey Devils January 2014 - May 2014
Allegheny County May 2012 - August 2013
FGI Finance September 2012 - November 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Statistics, Economics, Entrepreneurship, Cisco Technologies, Sales, German, Graphic Design, Financial Accounting, Econometrics, Monetary Economics, Leadership, Cisco Certified, VMware, Sales Presentations, Data Analysis, Spanish, Government, Collaboration Solutions, Data Center, Customer Service
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hampton High School 2006 — 2010
integraONE July 2014 - Present
Cisco August 2014 - October 2014
New Jersey Devils January 2014 - May 2014
Allegheny County May 2012 - August 2013
FGI Finance September 2012 - November 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Statistics, Economics, Entrepreneurship, Cisco Technologies, Sales, German, Graphic Design, Financial Accounting, Econometrics, Monetary Economics, Leadership, Cisco Certified, VMware, Sales Presentations, Data Analysis, Spanish, Government, Collaboration Solutions, Data Center, Customer Service
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hampton High School 2006 — 2010
Daniel J Goldschmidt Daniel J Goldschmidt's Merrill Lynch Experience September 2005 - July 2015
Job Senior Vice President at du Pasquier & Co., Inc., a division of Aegis Capital Corp.
Industry Financial Services
Experience
du Pasquier & Co., Inc., a division of Aegis Capital Corp. July 2015 - Present
Merrill Lynch September 2005 - July 2015
FDIC January 1991 - July 2000
Cadwalader, Wickersham &Taft October 1983 - February 1987
Skills
Retirement Planning, Wealth Management, Investment Advisory, Retirement Income..., Series 7, Finance, Loans, Financial Advisory, Investments, Mortgage Lending, Retirement, Securities, Series 63, Financial Analysis, Alternative Investments, Series 65, Financial Modeling, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Certified Financial..., Banking
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), English; Economics
NYU School of Law
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
du Pasquier & Co., Inc., a division of Aegis Capital Corp. July 2015 - Present
Merrill Lynch September 2005 - July 2015
FDIC January 1991 - July 2000
Cadwalader, Wickersham &Taft October 1983 - February 1987
Skills
Retirement Planning, Wealth Management, Investment Advisory, Retirement Income..., Series 7, Finance, Loans, Financial Advisory, Investments, Mortgage Lending, Retirement, Securities, Series 63, Financial Analysis, Alternative Investments, Series 65, Financial Modeling, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Certified Financial..., Banking
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), English; Economics
NYU School of Law
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Chris Malstead Chris Malstead's Merrill Lynch Experience May 2003 - January 2006
Job Wholesale Transformation Program Office at Wells Fargo
Industry Program Development
Experience
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Jeremy Woods Jeremy Woods's Merrill Lynch Experience June 2005 - July 2008
Job Financial Associate at Forest City Ratner Companies
Industry Real Estate
Experience
Forest City Ratner Companies March 2012 - Present
UBS February 2011 - March 2012
Woodbourne Capital Parnters January 2009 - January 2011
Merrill Lynch June 2005 - July 2008
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Investment Properties, Finance
Education
New York University 2009 — 2010
MS, Real Estate Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics
Victor J. Andrew High School 1997 — 2001
Forest City Ratner Companies March 2012 - Present
UBS February 2011 - March 2012
Woodbourne Capital Parnters January 2009 - January 2011
Merrill Lynch June 2005 - July 2008
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Investment Properties, Finance
Education
New York University 2009 — 2010
MS, Real Estate Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics
Victor J. Andrew High School 1997 — 2001
Haya Zuberi Haya Zuberi's Merrill Lynch Experience June 2001 - June 2003
Job Studying Islamic Law in South Asia
Industry Research
Experience
Developments in Literacy January 2011 - Present
Procter & Gamble May 2005 - May 2006
Merrill Lynch June 2001 - June 2003
Skills
Research, Strategy, Team Building, History, Event Planning, Volunteer Management, Nonprofits, Fundraising
Education
Columbia University in the City of New York 2011 — 2013
M.A., Middle Eastern, South Asian & African Studies, Honors
University of Cambridge 2003 — 2004
M.Phil, Political Thought and Intellectual History
Harvard University 1997 — 2001
A.B. Honors, Social Studies, Magna Cum Laude
Developments in Literacy January 2011 - Present
Procter & Gamble May 2005 - May 2006
Merrill Lynch June 2001 - June 2003
Skills
Research, Strategy, Team Building, History, Event Planning, Volunteer Management, Nonprofits, Fundraising
Education
Columbia University in the City of New York 2011 — 2013
M.A., Middle Eastern, South Asian & African Studies, Honors
University of Cambridge 2003 — 2004
M.Phil, Political Thought and Intellectual History
Harvard University 1997 — 2001
A.B. Honors, Social Studies, Magna Cum Laude
Evan Tsembelis's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - August 2012
University at Buffalo May 2011 - September 2011
ATTO Technology June 2011 - August 2011
Nike Factory Outlet May 2010 - September 2010
Skills
Fluent in Greek, Bloomberg, Data Analysis, Economics, Employee Benefits, Financial Analysis, Financial Modeling, Human Resources, Microsoft Excel, PowerPoint, Research, Strategy, Sales
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics
Grand Island High School
Merrill Lynch June 2012 - August 2012
University at Buffalo May 2011 - September 2011
ATTO Technology June 2011 - August 2011
Nike Factory Outlet May 2010 - September 2010
Skills
Fluent in Greek, Bloomberg, Data Analysis, Economics, Employee Benefits, Financial Analysis, Financial Modeling, Human Resources, Microsoft Excel, PowerPoint, Research, Strategy, Sales
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics
Grand Island High School
Carlo Santelli Carlo Santelli's Merrill Lynch Experience July 2013 - October 2014
Job Investment Banking Analyst at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald October 2014 - Present
Merrill Lynch July 2013 - October 2014
Columbia University May 2010 - May 2012
Merrill Lynch 2012 - 2012
Chardan Capital Markets September 2011 - December 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Capital IQ, Hedge Funds, Venture Capital, Equities, Capital Markets, Data Analysis, Mergers & Acquisitions, Investments, Alternative Investments, Trading, VBA, Corporate Finance
Education
Columbia University in the City of New York 2010 — 2012
BA, Economics
Clifton High School 2002 — 2006
Cantor Fitzgerald October 2014 - Present
Merrill Lynch July 2013 - October 2014
Columbia University May 2010 - May 2012
Merrill Lynch 2012 - 2012
Chardan Capital Markets September 2011 - December 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Capital IQ, Hedge Funds, Venture Capital, Equities, Capital Markets, Data Analysis, Mergers & Acquisitions, Investments, Alternative Investments, Trading, VBA, Corporate Finance
Education
Columbia University in the City of New York 2010 — 2012
BA, Economics
Clifton High School 2002 — 2006
Jessica Lau Jessica Lau's Merrill Lynch Experience July 2013 - Present
Job Senior Research Analyst, VP at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch February 2006 - July 2013
GE Asset Management January 2005 - February 2006
PHILIP MORRIS USA August 2000 - January 2005
Skills
Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Derivatives, Investments, Financial Modeling, Valuation, Asset Management, Private Equity, Hedge Funds, Wealth Management, Corporate Finance, Financial Analysis, Trading, Alternative Investments, Finance, Securities, Financial Risk, Bonds, Structured Products, Mutual Funds, Emerging Markets, Economics, Banking, Investment Management, Options, Investment Strategies
Education
Columbia University in the City of New York 2011 — 2013
Mater of Public Administration (M.P.A.), Advanced Management and Finance
Pace University - Lubin School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Economics
Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch February 2006 - July 2013
GE Asset Management January 2005 - February 2006
PHILIP MORRIS USA August 2000 - January 2005
Skills
Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Derivatives, Investments, Financial Modeling, Valuation, Asset Management, Private Equity, Hedge Funds, Wealth Management, Corporate Finance, Financial Analysis, Trading, Alternative Investments, Finance, Securities, Financial Risk, Bonds, Structured Products, Mutual Funds, Emerging Markets, Economics, Banking, Investment Management, Options, Investment Strategies
Education
Columbia University in the City of New York 2011 — 2013
Mater of Public Administration (M.P.A.), Advanced Management and Finance
Pace University - Lubin School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Economics
Hugues de La Rochefoucauld's Merrill Lynch Experience September 1999 - October 2002
Job Partner at Bridge Partners, LLC
Industry Financial Services
Experience
Bridge Partners, LLC June 2009 - Present
ReflexGroup November 2002 - Present
AIA Capital Markets, LLC January 2008 - June 2009
Merrill Lynch September 1999 - October 2002
Chase Manhattan Bank July 1997 - January 1999
Skills
Hedge Funds, Trading, Derivatives, Private Equity, Alternative Investments, Investments, Venture Capital, Asset Managment, Corporate Finance, Equities, Due Diligence, Wealth Management, Emerging Markets, Investor Relations, Asset Management, Finance, Investment Banking, Capital Markets, Credit
Education
Columbia University in the City of New York 2005 — 2006
MA, Applied Mathematics - Mathematics of Finance
New York University - Stern School of Business 2003 — 2005
MBA, Finance
EBS - European Business School Paris 1992 — 1997
Bachelor of Arts (B.A.), Finance
Bridge Partners, LLC June 2009 - Present
ReflexGroup November 2002 - Present
AIA Capital Markets, LLC January 2008 - June 2009
Merrill Lynch September 1999 - October 2002
Chase Manhattan Bank July 1997 - January 1999
Skills
Hedge Funds, Trading, Derivatives, Private Equity, Alternative Investments, Investments, Venture Capital, Asset Managment, Corporate Finance, Equities, Due Diligence, Wealth Management, Emerging Markets, Investor Relations, Asset Management, Finance, Investment Banking, Capital Markets, Credit
Education
Columbia University in the City of New York 2005 — 2006
MA, Applied Mathematics - Mathematics of Finance
New York University - Stern School of Business 2003 — 2005
MBA, Finance
EBS - European Business School Paris 1992 — 1997
Bachelor of Arts (B.A.), Finance
Brandon O'Daniell's Merrill Lynch Experience January 2001 - December 2008
Job
Industry Capital Markets
Experience
Susquehanna International Group October 2009 - Present
Zelman & Associates October 2008 - August 2009
Merrill Lynch January 2001 - December 2008
Credit Suisse July 1998 - January 2001
Skills
Equities
Education
Columbia University in the City of New York 1994 — 1998
BA, Pre-Medicine/Economics
Susquehanna International Group October 2009 - Present
Zelman & Associates October 2008 - August 2009
Merrill Lynch January 2001 - December 2008
Credit Suisse July 1998 - January 2001
Skills
Equities
Education
Columbia University in the City of New York 1994 — 1998
BA, Pre-Medicine/Economics
Nam Tran Nguyen's Merrill Lynch Experience 2003 - 2005
Job Vice President, Head of Latin America and Global Strategy at SunPower Corp.
Industry Renewables & Environment
Experience
SunPower Corp. August 2013 - Present
First Solar 2009 - June 2013
OptiSolar (acquired by First Solar) 2007 - 2009
VietHope Inc. 2002 - 2009
Genentech 2005 - 2007
Merrill Lynch 2003 - 2005
Robertson Stephens 1998 - 2000
Skills
Project Finance, Strategic Partnerships, Capital Raising, Mergers, Strategy, Financial Analysis, Project Management, Negotiation, Economics, Renewable Energy, Financial Modeling, Solar Energy, Mergers & Acquisitions, Management
Education
Harvard Business School 2001 — 2003
MBA
Fulbright Scholarship 2000 — 2001
Fulbright Scholar, Economics / Finnance
Columbia University in the City of New York 1994 — 1998
BA, Economics
The London School of Economics and Political Science (LSE) 1996 — 1997
General Course Diploma, Economics
SunPower Corp. August 2013 - Present
First Solar 2009 - June 2013
OptiSolar (acquired by First Solar) 2007 - 2009
VietHope Inc. 2002 - 2009
Genentech 2005 - 2007
Merrill Lynch 2003 - 2005
Robertson Stephens 1998 - 2000
Skills
Project Finance, Strategic Partnerships, Capital Raising, Mergers, Strategy, Financial Analysis, Project Management, Negotiation, Economics, Renewable Energy, Financial Modeling, Solar Energy, Mergers & Acquisitions, Management
Education
Harvard Business School 2001 — 2003
MBA
Fulbright Scholarship 2000 — 2001
Fulbright Scholar, Economics / Finnance
Columbia University in the City of New York 1994 — 1998
BA, Economics
The London School of Economics and Political Science (LSE) 1996 — 1997
General Course Diploma, Economics
Melisa Filipos's Merrill Lynch Experience July 2008 - Present
Job SVP eCommerce at Merrill Lynch/Bank of America
Industry Marketing and Advertising
Experience
Merrill Lynch July 2008 - Present
PARTNERS+simons 2015 - 2015
PARTNERS+simons 2015 - 2015
The Boston Group September 2006 - June 2008
Boathouse Group February 2004 - August 2006
Fidelity Investments 2000 - 2004
Skills
Account Management, Brand Development, Analytics, Advertising, Business Development, Brand Management, CRM, Competitive Analysis, Copywriting, Creative Strategy, Creative Direction, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Direct Marketing, Direct Mail, Email Marketing, E-commerce, Interactive Marketing, Investments, Market Research, Marketing, Lead Generation, Integrated Marketing, Mobile Marketing, Multi-channel Marketing, Mutual Funds, New Business Development, Marketing Communications, Online Marketing, Web Analytics, User Experience, Vendor Management, Social Media, Series 7, Social Media Marketing, Strategic Partnerships, Strategic Planning, Project Management, Product Marketing, Product Management, Online Advertising, Marketing Strategy, Financial Services, Client Services, Business Strategy, Relationship Management, SEO, Retirement Planning
Education
Columbia University in the City of New York
Master of Arts (MA)
Lehigh University
Bachelor of Arts (BA)
Merrill Lynch July 2008 - Present
PARTNERS+simons 2015 - 2015
PARTNERS+simons 2015 - 2015
The Boston Group September 2006 - June 2008
Boathouse Group February 2004 - August 2006
Fidelity Investments 2000 - 2004
Skills
Account Management, Brand Development, Analytics, Advertising, Business Development, Brand Management, CRM, Competitive Analysis, Copywriting, Creative Strategy, Creative Direction, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Direct Marketing, Direct Mail, Email Marketing, E-commerce, Interactive Marketing, Investments, Market Research, Marketing, Lead Generation, Integrated Marketing, Mobile Marketing, Multi-channel Marketing, Mutual Funds, New Business Development, Marketing Communications, Online Marketing, Web Analytics, User Experience, Vendor Management, Social Media, Series 7, Social Media Marketing, Strategic Partnerships, Strategic Planning, Project Management, Product Marketing, Product Management, Online Advertising, Marketing Strategy, Financial Services, Client Services, Business Strategy, Relationship Management, SEO, Retirement Planning
Education
Columbia University in the City of New York
Master of Arts (MA)
Lehigh University
Bachelor of Arts (BA)
Ken Lang's Merrill Lynch Experience June 2002 - November 2009
Job Director at Pico Quantitative Trading
Industry Financial Services
Experience
Pico Quantitative Trading December 2012 - Present
RBC Capital Markets November 2009 - December 2012
Merrill Lynch June 2002 - November 2009
Instinet 2000 - 2002
Bell Labs/AT&T Labs 1993 - 2000
AT&T May 1988 - June 1993
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Trading, Capital Markets, Derivatives, Low Latency, SDLC, Options, Portfolio Management, Strategy, Equity Derivatives, Middle Office, Commodity, Prime Brokerage, FINRA, Trading
Education
Columbia University in the City of New York 1996 — 1996
None
Monmouth University 1990 — 1994
MBA
The College of New Jersey
BS
Jackson Memorial HS
Pico Quantitative Trading December 2012 - Present
RBC Capital Markets November 2009 - December 2012
Merrill Lynch June 2002 - November 2009
Instinet 2000 - 2002
Bell Labs/AT&T Labs 1993 - 2000
AT&T May 1988 - June 1993
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Trading, Capital Markets, Derivatives, Low Latency, SDLC, Options, Portfolio Management, Strategy, Equity Derivatives, Middle Office, Commodity, Prime Brokerage, FINRA, Trading
Education
Columbia University in the City of New York 1996 — 1996
None
Monmouth University 1990 — 1994
MBA
The College of New Jersey
BS
Jackson Memorial HS
Fred Wang's Merrill Lynch Experience September 2006 - January 2009
Job CoFounder/Partner at Hudson Cove Capital Management LLC
Industry Financial Services
Experience
Hudson Cove Capital Management LLC August 2009 - Present
FW Capital Advisors LLC January 2009 - August 2009
Merrill Lynch September 2006 - January 2009
Goldman Sachs 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
PwC 1997 - 1998
Kwasha Lipton Group 1995 - 1997
Education
Columbia University in the City of New York 1991 — 1995
The Lawrenceville School
Hudson Cove Capital Management LLC August 2009 - Present
FW Capital Advisors LLC January 2009 - August 2009
Merrill Lynch September 2006 - January 2009
Goldman Sachs 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
PwC 1997 - 1998
Kwasha Lipton Group 1995 - 1997
Education
Columbia University in the City of New York 1991 — 1995
The Lawrenceville School
Jane Gavronsky's Merrill Lynch Experience 1997 - 2005
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2011 - Present
Credit Suisse September 2008 - February 2011
Lehman Brothers February 2005 - August 2008
Lehman Brothers February 2005 - August 2008
Merrill Lynch 1997 - 2005
Education
Columbia University in the City of New York
Master's Degree, Computer Science
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Credit Suisse March 2011 - Present
Credit Suisse September 2008 - February 2011
Lehman Brothers February 2005 - August 2008
Lehman Brothers February 2005 - August 2008
Merrill Lynch 1997 - 2005
Education
Columbia University in the City of New York
Master's Degree, Computer Science
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Gary Blemaster's Merrill Lynch Experience January 1992 - June 1999
Job Adjunct Professor at Georgetown University
Industry Education Management
Experience
Georgetown University 2014 - Present
Georgetown University 1999 - 2013
Merrill Lynch January 1992 - June 1999
Kidder, Peabody 1975 - 1991
Skills
Academic Administration, Public Speaking, Strategy, Higher Education, Student Affairs, Nonprofits, Management, Teaching, Data Analysis, Admissions, Research, Business Strategy, Financial Modeling, Government, Financial Analysis, Higher Education..., Policy Analysis, Management Consulting, Economics, Non-profits, Program Development, Valuation, Entrepreneurship, International Relations
Education
Columbia University in the City of New York 1988 — 1992
MA, American Studies
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1972 — 1973
MIPP, Latin American Studies
The Ohio State University 1969 — 1972
BA
Georgetown University 2014 - Present
Georgetown University 1999 - 2013
Merrill Lynch January 1992 - June 1999
Kidder, Peabody 1975 - 1991
Skills
Academic Administration, Public Speaking, Strategy, Higher Education, Student Affairs, Nonprofits, Management, Teaching, Data Analysis, Admissions, Research, Business Strategy, Financial Modeling, Government, Financial Analysis, Higher Education..., Policy Analysis, Management Consulting, Economics, Non-profits, Program Development, Valuation, Entrepreneurship, International Relations
Education
Columbia University in the City of New York 1988 — 1992
MA, American Studies
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1972 — 1973
MIPP, Latin American Studies
The Ohio State University 1969 — 1972
BA
Hongna Lu's Merrill Lynch Experience July 2011 - September 2012
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2012 - December 2013
Merrill Lynch July 2011 - September 2012
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2005 - July 2009
Aristeia Capital 2004 - 2005
Skills
Equities, Equity Derivatives, Fixed Income, Derivatives, Trading Systems, Investment Banking, Capital Markets
Education
Columbia University in the City of New York
Barclays Capital September 2012 - December 2013
Merrill Lynch July 2011 - September 2012
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2005 - July 2009
Aristeia Capital 2004 - 2005
Skills
Equities, Equity Derivatives, Fixed Income, Derivatives, Trading Systems, Investment Banking, Capital Markets
Education
Columbia University in the City of New York
Karl Sohn's Merrill Lynch Experience March 2006 - December 2008
Job CMBS/Commercial Real Estate Finance at Citi
Industry Commercial Real Estate
Experience
Citi February 2011 - Present
FundCore Finance Group August 2009 - February 2011
Merrill Lynch March 2006 - December 2008
Deutsche Bank 2005 - 2006
APF 2003 - 2005
Legg Mason Real Estate Services 2001 - 2002
nomura 1998 - 1999
capital company of america 1998 - 1999
Skills
CMBS, Commercial Mortgages, Due Diligence, Loans, Real Estate, Valuation
Education
Columbia University in the City of New York 1997 — 1998
msred
Citi February 2011 - Present
FundCore Finance Group August 2009 - February 2011
Merrill Lynch March 2006 - December 2008
Deutsche Bank 2005 - 2006
APF 2003 - 2005
Legg Mason Real Estate Services 2001 - 2002
nomura 1998 - 1999
capital company of america 1998 - 1999
Skills
CMBS, Commercial Mortgages, Due Diligence, Loans, Real Estate, Valuation
Education
Columbia University in the City of New York 1997 — 1998
msred
Jeff Mazur's Merrill Lynch Experience 1993 - 1995
Job Human
Industry Computer Software
Experience
A-1 Limousine June 2012 - Present
ICAP February 2011 - June 2012
w2bi, Inc. February 2010 - January 2011
Skyline Boulevard Partners LLC May 2005 - August 2010
Princeton Consultants June 2002 - October 2005
Blackwood Trading 2000 - 2002
Inrange Technologies 1998 - 2000
Merrill Lynch 1993 - 1995
Real Estate Investment Network 1990 - 1990
Skills
Multithreading, Reasoning Skills, Strategy, Leadership, Information Technology, Integration, Consulting, Reasoning, Communicating, Test Automation, Testing, Databases, Networking, Data Analysis, Visual C#, .NET Framework, WPF, NHibernate
Education
Columbia University in the City of New York 1979 — 1983
Bachelor of Science, Electrical Engineering
A-1 Limousine June 2012 - Present
ICAP February 2011 - June 2012
w2bi, Inc. February 2010 - January 2011
Skyline Boulevard Partners LLC May 2005 - August 2010
Princeton Consultants June 2002 - October 2005
Blackwood Trading 2000 - 2002
Inrange Technologies 1998 - 2000
Merrill Lynch 1993 - 1995
Real Estate Investment Network 1990 - 1990
Skills
Multithreading, Reasoning Skills, Strategy, Leadership, Information Technology, Integration, Consulting, Reasoning, Communicating, Test Automation, Testing, Databases, Networking, Data Analysis, Visual C#, .NET Framework, WPF, NHibernate
Education
Columbia University in the City of New York 1979 — 1983
Bachelor of Science, Electrical Engineering
Eric Rong's Merrill Lynch Experience May 2012 - Present
Job Vice Presiden at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2012 - Present
UBS Wealth Management September 2010 - May 2012
Merrill Lynch November 2009 - September 2010
Cantor Fitzgerald October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Goldman Sachs & Co. 1999 - 2007
Skills
Management, Equities, Trading Systems, Project Management, Leadership, Portfolio Management, Trading, SDLC
Education
Columbia University in the City of New York 1997 — 1998
MS, Computer Science
Merrill Lynch May 2012 - Present
UBS Wealth Management September 2010 - May 2012
Merrill Lynch November 2009 - September 2010
Cantor Fitzgerald October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Goldman Sachs & Co. 1999 - 2007
Skills
Management, Equities, Trading Systems, Project Management, Leadership, Portfolio Management, Trading, SDLC
Education
Columbia University in the City of New York 1997 — 1998
MS, Computer Science
Jyoti Khullar Thakkar's Merrill Lynch Experience 1997 - 2004
Job Manager at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC Consulting 2009 - November 2011
Merrill Lynch 1997 - 2004
Skills
Organizational..., Talent Management, Change Management, Workshop Facilitation, Performance Management, Human Capital, Organizational..., Management Consulting, Financial Services, Employee Engagement, Training, Business Process..., Business Transformation
Education
Teachers College of Columbia University 2007 — 2008
MA, Organizational Psychology
Columbia University in the City of New York 1993 — 1997
BA, Economics
PwC Consulting 2009 - November 2011
Merrill Lynch 1997 - 2004
Skills
Organizational..., Talent Management, Change Management, Workshop Facilitation, Performance Management, Human Capital, Organizational..., Management Consulting, Financial Services, Employee Engagement, Training, Business Process..., Business Transformation
Education
Teachers College of Columbia University 2007 — 2008
MA, Organizational Psychology
Columbia University in the City of New York 1993 — 1997
BA, Economics
Andrzej Rojek's Merrill Lynch Experience 1989 - 1991
Job Private investor, entrepreneur and NGO executive
Industry Financial Services
Experience
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Edward de los Santos's Merrill Lynch Experience January 2009 - February 2009
Job Sr. Principal Consultant at Delphix
Industry Financial Services
Experience
Delphix June 2013 - Present
DBNET SOLUTIONS INC September 2005 - Present
FISA (City of New York) June 2011 - June 2013
SAIC February 2009 - May 2011
Merrill Lynch January 2009 - February 2009
JPMorgan Chase September 2005 - November 2008
Citco December 2004 - September 2005
JPMorgan Chase February 1998 - November 2004
System Access September 1996 - December 1997
Intelligent Wave Phils 1995 - September 1996
Skills
Performance Tuning, Oracle RAC, Oracle, Enterprise Architecture, Microsoft SQL Server, RMAN, Sybase, Replication, ODBC, Solaris, Data Warehousing, Databases, Database Design, SQL Tuning, SDLC, High Availability, ETL, AIX, Delphix, Data Masking
Education
Columbia University in the City of New York 2002 — 2002
Database Application Design
Don Bosco Technical College 1989 — 1994
Bachelor of Science in Computer Engineering
Delphix June 2013 - Present
DBNET SOLUTIONS INC September 2005 - Present
FISA (City of New York) June 2011 - June 2013
SAIC February 2009 - May 2011
Merrill Lynch January 2009 - February 2009
JPMorgan Chase September 2005 - November 2008
Citco December 2004 - September 2005
JPMorgan Chase February 1998 - November 2004
System Access September 1996 - December 1997
Intelligent Wave Phils 1995 - September 1996
Skills
Performance Tuning, Oracle RAC, Oracle, Enterprise Architecture, Microsoft SQL Server, RMAN, Sybase, Replication, ODBC, Solaris, Data Warehousing, Databases, Database Design, SQL Tuning, SDLC, High Availability, ETL, AIX, Delphix, Data Masking
Education
Columbia University in the City of New York 2002 — 2002
Database Application Design
Don Bosco Technical College 1989 — 1994
Bachelor of Science in Computer Engineering
Gosia Logan's Merrill Lynch Experience 2000 - 2001
Job CREDIT SUISSE Credit Investment Group
Industry Financial Services
Experience
Credit Suisse November 2013 - Present
House of Paw Et bebe April 2011 - May 2013
Goldman Sachs June 2006 - April 2011
Credit Suisse November 2005 - June 2006
Thomson Reuters January 2002 - November 2005
Merrill Lynch 2000 - 2001
Skills
Portfolio Management, Fixed Income, Financial Modeling, Capital Markets, Investment Banking, Investments, Hedge Funds, Banking, Trading, Management, Alternative Investments, Financial Services
Education
Columbia University in the City of New York 1999 — 2001
Bachelor of Arts (B.A.), Economics
Dynow 1991 — 1995
Credit Suisse November 2013 - Present
House of Paw Et bebe April 2011 - May 2013
Goldman Sachs June 2006 - April 2011
Credit Suisse November 2005 - June 2006
Thomson Reuters January 2002 - November 2005
Merrill Lynch 2000 - 2001
Skills
Portfolio Management, Fixed Income, Financial Modeling, Capital Markets, Investment Banking, Investments, Hedge Funds, Banking, Trading, Management, Alternative Investments, Financial Services
Education
Columbia University in the City of New York 1999 — 2001
Bachelor of Arts (B.A.), Economics
Dynow 1991 — 1995
Charlie Sun's Merrill Lynch Experience January 2009 - April 2010
Job Analyst at EverPoint Asset Management
Industry Investment Management
Experience
EverPoint Asset Management April 2014 - Present
SAC Capital May 2012 - April 2014
Talpion Fund Management LP April 2010 - April 2012
Merrill Lynch January 2009 - April 2010
Soros Fund Management September 2008 - January 2009
Merrill Lynch October 2007 - August 2008
JPMorgan Chase May 2007 - October 2007
Progress Investment Management Company June 2006 - January 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Alternative Investments, Capital Markets, Special Situations, Bloomberg Terminal, Investments, Corporate Finance, Value Investing, Portfolio Management, LBO, Asset Managment, Capital IQ, Fixed Income
Education
Columbia University in the City of New York 2005 — 2008
Bachelor of Science, Industrial Engineering & Operations Research
Lowell High School 2001 — 2005
EverPoint Asset Management April 2014 - Present
SAC Capital May 2012 - April 2014
Talpion Fund Management LP April 2010 - April 2012
Merrill Lynch January 2009 - April 2010
Soros Fund Management September 2008 - January 2009
Merrill Lynch October 2007 - August 2008
JPMorgan Chase May 2007 - October 2007
Progress Investment Management Company June 2006 - January 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Alternative Investments, Capital Markets, Special Situations, Bloomberg Terminal, Investments, Corporate Finance, Value Investing, Portfolio Management, LBO, Asset Managment, Capital IQ, Fixed Income
Education
Columbia University in the City of New York 2005 — 2008
Bachelor of Science, Industrial Engineering & Operations Research
Lowell High School 2001 — 2005
Athena Ole's Merrill Lynch Experience January 2015 - Present
Job Director, Head of Hedge Fund Technical Sales
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch December 2007 - Present
Merrill Lynch 2007 - 2010
Citi Alternative Investments 2004 - 2007
Citigroup 1997 - 2007
Skills
Equities, Private Equity, Fixed Income, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Investments, Investor Relations, Series 7, Securities, Wealth Management, Portfolio Management, Valuation, Fund Of Funds, Investment Banking, Financial Services, Asset Managment, Investment Strategies, Asset Allocation, Financial Markets, Derivatives, Bloomberg
Education
Columbia University in the City of New York 1993 — 1997
Merrill Lynch January 2015 - Present
Merrill Lynch December 2007 - Present
Merrill Lynch 2007 - 2010
Citi Alternative Investments 2004 - 2007
Citigroup 1997 - 2007
Skills
Equities, Private Equity, Fixed Income, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Investments, Investor Relations, Series 7, Securities, Wealth Management, Portfolio Management, Valuation, Fund Of Funds, Investment Banking, Financial Services, Asset Managment, Investment Strategies, Asset Allocation, Financial Markets, Derivatives, Bloomberg
Education
Columbia University in the City of New York 1993 — 1997
Archna Bhardwaj's Merrill Lynch Experience March 2002 - December 2002
Job Manager, Infrastructure systems at Coach Inc
Industry Retail
Experience
Coach Inc March 2011 - Present
JM Huber Corporation March 2008 - April 2011
CIT Finance Investment Bank April 2003 - March 2008
Merrill Lynch March 2002 - December 2002
AOL Time Warner June 2001 - December 2001
Goldman Sachs November 2000 - June 2001
Bell Labs Lucent Technologies December 1999 - November 2000
Merrill Lynch January 1999 - December 1999
Siemens Information Systems Ltd August 1996 - January 1999
ITIL 1995 - 1996
Skills
Disaster Recovery, Vendor Management, Microsoft SQL Server, IT Management, Requirements Analysis, SharePoint, SQL, Active Directory, Business Intelligence, Data Center, Enterprise Software, Integration, Management, Leadership, Change Management, Microsoft Exchange, Servers, Infrastructure, Project Management, IT Strategy, Business Process, Program Management
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Technology Management
Motilal Nehru National Institute Of Technology 1991 — 1995
Bachelor of Engineering, Computer Science
Loreto convent Lucknow 1989 — 1991
Coach Inc March 2011 - Present
JM Huber Corporation March 2008 - April 2011
CIT Finance Investment Bank April 2003 - March 2008
Merrill Lynch March 2002 - December 2002
AOL Time Warner June 2001 - December 2001
Goldman Sachs November 2000 - June 2001
Bell Labs Lucent Technologies December 1999 - November 2000
Merrill Lynch January 1999 - December 1999
Siemens Information Systems Ltd August 1996 - January 1999
ITIL 1995 - 1996
Skills
Disaster Recovery, Vendor Management, Microsoft SQL Server, IT Management, Requirements Analysis, SharePoint, SQL, Active Directory, Business Intelligence, Data Center, Enterprise Software, Integration, Management, Leadership, Change Management, Microsoft Exchange, Servers, Infrastructure, Project Management, IT Strategy, Business Process, Program Management
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Technology Management
Motilal Nehru National Institute Of Technology 1991 — 1995
Bachelor of Engineering, Computer Science
Loreto convent Lucknow 1989 — 1991
Andrew Murfin's Merrill Lynch Experience January 2007 - October 2008
Job Associate at Deutsche Bank
Industry Banking
Experience
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Deutsche Bank October 2008 - July 2012
Merrill Lynch January 2007 - October 2008
Skills
Microsoft Excel, Management, Misys Loan IQ, Corporate Finance, PowerPoint, FactSet, Banking
Education
Columbia University in the City of New York 2014 — 2014
Master of Business Excellence
University of North Florida 2006 — 2007
Master of Business Administration (MBA), Finance, General
Flagler College 2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Deutsche Bank October 2008 - July 2012
Merrill Lynch January 2007 - October 2008
Skills
Microsoft Excel, Management, Misys Loan IQ, Corporate Finance, PowerPoint, FactSet, Banking
Education
Columbia University in the City of New York 2014 — 2014
Master of Business Excellence
University of North Florida 2006 — 2007
Master of Business Administration (MBA), Finance, General
Flagler College 2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
Bronwen Bastone (Baines)'s Merrill Lynch Experience April 1994 - December 2001
Job Executive Managing Director at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield December 2014 - Present
Knight Capital Group October 2002 - August 2013
Merrill Lynch April 1994 - December 2001
Skills
Equities, Performance Management, Onboarding, Change Management, Culture Change, Employee Relations, Employee Benefits, Talent Management, M&A experience, Integration, Series 7, Talent Acquisition, Organizational..., Organizational..., Organizational Structure, Senior Management..., Global Management, Global Strategy, Human Resource Planning, Mediation, Fixed Income, etf, Options, Foreign Exchange, Electronic Trading, Asset Managment, Executive Management, Due Diligence, Financial Services, Human Resources, Mergers & Acquisitions, Strategy, ETFs, Hedge Funds
Education
Columbia University in the City of New York 2013 — 2013
CSEP 134, Columbia Senior Executive Program
Wharton School, University of Pennsylvania 2012 — 2012
Executive Education, Finance and Accounting, Certificate of Professional Development
University of Technology, Sydney 1998 — 1998
Master of Business Administration (MBA)
Cushman & Wakefield December 2014 - Present
Knight Capital Group October 2002 - August 2013
Merrill Lynch April 1994 - December 2001
Skills
Equities, Performance Management, Onboarding, Change Management, Culture Change, Employee Relations, Employee Benefits, Talent Management, M&A experience, Integration, Series 7, Talent Acquisition, Organizational..., Organizational..., Organizational Structure, Senior Management..., Global Management, Global Strategy, Human Resource Planning, Mediation, Fixed Income, etf, Options, Foreign Exchange, Electronic Trading, Asset Managment, Executive Management, Due Diligence, Financial Services, Human Resources, Mergers & Acquisitions, Strategy, ETFs, Hedge Funds
Education
Columbia University in the City of New York 2013 — 2013
CSEP 134, Columbia Senior Executive Program
Wharton School, University of Pennsylvania 2012 — 2012
Executive Education, Finance and Accounting, Certificate of Professional Development
University of Technology, Sydney 1998 — 1998
Master of Business Administration (MBA)
Mumtaz Champsi's Merrill Lynch Experience July 1986 - June 1989
Job Board Member at Hyde Park Transitional Housing Project
Industry Environmental Services
Experience
Hyde Park Transitional Housing Project June 2014 - Present
EnviroCapital February 1991 - Present
Muslim American Advisory Council, State of Illinois August 2011 - January 2015
Hyde Park and Kenwood Interfaith Council 2011 - 2015
Parents Association, University of Chicago Laboratory Schools November 2001 - June 2010
Muslim Democrats 2008 - 2008
ABN AMRO Chicago Corporation 1990 - 1990
Merrill Lynch July 1986 - June 1989
Skills
Social Media Marketing, Public Speaking, Business Strategy, Nonprofits, Financial Analysis, Strategic Planning, Research, Fundraising, Budgets, Investments, Strategy, Mergers & Acquisitions, Start-ups, Team Building, Teaching, Event Management, Marketing Strategy, Social Media, Project Planning, Data Analysis, Business Planning, Public Policy, Non-profits, Program Management, Entrepreneurship, New Business Development, Product Management, Management Consulting, Editing, Proposal Writing, Volunteer Management, Business Development, Event Planning, Asset Management, Leadership, Competitive Analysis, Marketing, Negotiation, Microsoft Excel, Grant Writing, Strategic Communications, Customer Service, Microsoft Office, Management, Due Diligence, Sustainability, Change Management, Program Development, Policy Analysis, Policy
Education
The University of Chicago - Graduate School of Business 1984 — 1986
MBA, Finance, Marketing
Columbia University in the City of New York 1978 — 1982
M.A., Middle East Languages and Cultures
Simmons College 1974 — 1978
B.A., Economics, Philosophy
Karachi Grammar School
Hyde Park Transitional Housing Project June 2014 - Present
EnviroCapital February 1991 - Present
Muslim American Advisory Council, State of Illinois August 2011 - January 2015
Hyde Park and Kenwood Interfaith Council 2011 - 2015
Parents Association, University of Chicago Laboratory Schools November 2001 - June 2010
Muslim Democrats 2008 - 2008
ABN AMRO Chicago Corporation 1990 - 1990
Merrill Lynch July 1986 - June 1989
Skills
Social Media Marketing, Public Speaking, Business Strategy, Nonprofits, Financial Analysis, Strategic Planning, Research, Fundraising, Budgets, Investments, Strategy, Mergers & Acquisitions, Start-ups, Team Building, Teaching, Event Management, Marketing Strategy, Social Media, Project Planning, Data Analysis, Business Planning, Public Policy, Non-profits, Program Management, Entrepreneurship, New Business Development, Product Management, Management Consulting, Editing, Proposal Writing, Volunteer Management, Business Development, Event Planning, Asset Management, Leadership, Competitive Analysis, Marketing, Negotiation, Microsoft Excel, Grant Writing, Strategic Communications, Customer Service, Microsoft Office, Management, Due Diligence, Sustainability, Change Management, Program Development, Policy Analysis, Policy
Education
The University of Chicago - Graduate School of Business 1984 — 1986
MBA, Finance, Marketing
Columbia University in the City of New York 1978 — 1982
M.A., Middle East Languages and Cultures
Simmons College 1974 — 1978
B.A., Economics, Philosophy
Karachi Grammar School
Daniel C. Li's Merrill Lynch Experience September 1991 - August 1996
Job Managing Principal at Verajoy Capital LLC
Industry Investment Management
Experience
Verajoy Capital LLC July 2015 - Present
The Hina Group November 2011 - December 2014
True North Partners August 2010 - September 2011
Capmark Financial Group January 2003 - June 2010
Warburg Pincus August 1996 - January 2003
Merrill Lynch September 1991 - August 1996
Skills
Private Equity, Venture Capital, Investments, Real Estate, Mergers & Acquisitions, Portfolio Management, Mergers, Start-ups, Finance, Asset Management, Entrepreneurship, Investment Properties, doing business in China, Valuation, Private Placements, IPO, China Business..., Business Strategy, Management Consulting, Fundraising, Financial Modeling, Due Diligence, Strategy, Investment Banking, Corporate Development
Education
Columbia University in the City of New York 1987 — 1991
BS
Verajoy Capital LLC July 2015 - Present
The Hina Group November 2011 - December 2014
True North Partners August 2010 - September 2011
Capmark Financial Group January 2003 - June 2010
Warburg Pincus August 1996 - January 2003
Merrill Lynch September 1991 - August 1996
Skills
Private Equity, Venture Capital, Investments, Real Estate, Mergers & Acquisitions, Portfolio Management, Mergers, Start-ups, Finance, Asset Management, Entrepreneurship, Investment Properties, doing business in China, Valuation, Private Placements, IPO, China Business..., Business Strategy, Management Consulting, Fundraising, Financial Modeling, Due Diligence, Strategy, Investment Banking, Corporate Development
Education
Columbia University in the City of New York 1987 — 1991
BS
Joan M. Benham's Merrill Lynch Experience January 2009 - Present
Job Consultant
Industry Banking
Experience
Merrill Lynch January 2009 - Present
Travel and Financial Services Companies June 2009 - January 2010
Education
Columbia University in the City of New York
Merrill Lynch January 2009 - Present
Travel and Financial Services Companies June 2009 - January 2010
Education
Columbia University in the City of New York
John Alleborn (jalleborn@netzero.com)'s Merrill Lynch Experience 1981 - 1991
Job Information Technology Management Professional
Industry Information Technology and Services
Experience
Independent Consultant March 2003 - Present
AIG (American International Group) November 1999 - February 2003
Alliance Capital 1998 - 1999
Bankers Trust 1996 - 1998
JJ Kenny 1991 - 1994
Merrill Lynch 1981 - 1991
Education
Columbia University in the City of New York
MS, Aerospace Engineering
Franklin & Marshall College
AB, Physics
Independent Consultant March 2003 - Present
AIG (American International Group) November 1999 - February 2003
Alliance Capital 1998 - 1999
Bankers Trust 1996 - 1998
JJ Kenny 1991 - 1994
Merrill Lynch 1981 - 1991
Education
Columbia University in the City of New York
MS, Aerospace Engineering
Franklin & Marshall College
AB, Physics
Joe Moskowitz's Merrill Lynch Experience February 1993 - June 2004
Job Computer Software Professional
Industry Financial Services
Experience
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Matthew Epstein's Merrill Lynch Experience 2004 - 2006
Job
Industry Investment Banking
Experience
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Julie Harazduk's Merrill Lynch Experience May 1991 - May 1992
Job Sr Software Engineer at Verizon Business
Industry Telecommunications
Experience
Verizon Business 2006 - Present
MCI 2002 - 2006
WorldCom 1999 - 2002
UUNET 1998 - 1999
America Online (ANS Division) 1995 - 1997
ALLINK subsidiary of NYNEX November 1992 - June 1995
Merrill Lynch May 1991 - May 1992
Knight Ridder Tradecenter 1990 - 1991
Philips Laboratories 1983 - 1990
Skills
C, Databases, Hibernate, IP, Perl, Software Development, Spring, Testing, Web Services, XML, Architectures, Architecture, Enterprise Software, Integration, Java, Java Enterprise Edition, Spring Framework, WebLogic, Unix, Requirements Analysis
Education
Columbia University in the City of New York 1980 — 1983
Bachelor of Scient, Computer Science
Verizon Business 2006 - Present
MCI 2002 - 2006
WorldCom 1999 - 2002
UUNET 1998 - 1999
America Online (ANS Division) 1995 - 1997
ALLINK subsidiary of NYNEX November 1992 - June 1995
Merrill Lynch May 1991 - May 1992
Knight Ridder Tradecenter 1990 - 1991
Philips Laboratories 1983 - 1990
Skills
C, Databases, Hibernate, IP, Perl, Software Development, Spring, Testing, Web Services, XML, Architectures, Architecture, Enterprise Software, Integration, Java, Java Enterprise Edition, Spring Framework, WebLogic, Unix, Requirements Analysis
Education
Columbia University in the City of New York 1980 — 1983
Bachelor of Scient, Computer Science
Angelika Tapia's Merrill Lynch Experience June 2006 - November 2008
Job Business Manager at Columbia University
Industry Nonprofit Organization Management
Experience
AMDD/RAISE June 2013 - Present
Columbia University November 2008 - June 2013
Merrill Lynch June 2006 - November 2008
UBS Wealth Management April 2002 - June 2006
Education
Columbia University in the City of New York 2008 — 2013
Postbaccalaureate Certificate, Business
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Romance Languages: French and Spanish
AMDD/RAISE June 2013 - Present
Columbia University November 2008 - June 2013
Merrill Lynch June 2006 - November 2008
UBS Wealth Management April 2002 - June 2006
Education
Columbia University in the City of New York 2008 — 2013
Postbaccalaureate Certificate, Business
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Romance Languages: French and Spanish
Lauren Castillo's Merrill Lynch Experience September 2008 - April 2009
Job Summer Associate at J.P. Morgan Private Bank
Industry Legal Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
Bloomingdale's December 2011 - June 2013
Bloomingdale's July 2010 - December 2011
Conde Nast September 2009 - April 2010
Columbia University Athletic Department 2008 - 2010
Bloomingdale's June 2009 - August 2009
Merrill Lynch September 2008 - April 2009
Citigroup June 2008 - July 2008
Skills
Marketing, Strategy, Sales, Microsoft Office
Education
University of Pennsylvania 2013 — 2016
Juris Doctor and Master of Business Administration (JD/MBA), Finance, Law
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
J.P. Morgan Private Bank June 2015 - August 2015
Bloomingdale's December 2011 - June 2013
Bloomingdale's July 2010 - December 2011
Conde Nast September 2009 - April 2010
Columbia University Athletic Department 2008 - 2010
Bloomingdale's June 2009 - August 2009
Merrill Lynch September 2008 - April 2009
Citigroup June 2008 - July 2008
Skills
Marketing, Strategy, Sales, Microsoft Office
Education
University of Pennsylvania 2013 — 2016
Juris Doctor and Master of Business Administration (JD/MBA), Finance, Law
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
Meghan Kuebler's Merrill Lynch Experience December 2007 - November 2008
Job Ph.D. Candidate
Industry Research
Experience
University at Albany August 2009 - Present
Self-Employed 2006 - Present
Columbia University 2011 - September 2013
Fordham University August 2011 - May 2012
City of New York December 2008 - August 2009
Merrill Lynch December 2007 - November 2008
International House September 2007 - April 2008
City of New York September 2007 - December 2007
New York County District Attorney's Office January 2007 - April 2007
Merrill Lynch May 2006 - July 2006
Skills
Data Analysis, Research, Statistics, Analysis, Stata, SPSS, Policy Analysis, Qualitative Research, Public Speaking, Teaching, Public Health, Higher Education, Leadership
Education
University at Albany, SUNY 2009 — 2016
Doctor of Philosophy (Ph.D.)
Columbia University in the City of New York 2006 — 2007
Master’s Degree
Southern Connecticut State University 2002 — 2006
BS
Gateway Community College
University at Albany August 2009 - Present
Self-Employed 2006 - Present
Columbia University 2011 - September 2013
Fordham University August 2011 - May 2012
City of New York December 2008 - August 2009
Merrill Lynch December 2007 - November 2008
International House September 2007 - April 2008
City of New York September 2007 - December 2007
New York County District Attorney's Office January 2007 - April 2007
Merrill Lynch May 2006 - July 2006
Skills
Data Analysis, Research, Statistics, Analysis, Stata, SPSS, Policy Analysis, Qualitative Research, Public Speaking, Teaching, Public Health, Higher Education, Leadership
Education
University at Albany, SUNY 2009 — 2016
Doctor of Philosophy (Ph.D.)
Columbia University in the City of New York 2006 — 2007
Master’s Degree
Southern Connecticut State University 2002 — 2006
BS
Gateway Community College
Luke Fitzpatrick's Merrill Lynch Experience June 2007 - October 2008
Job CMBS at BlueCrest Capital Management
Industry Capital Markets
Experience
BlueCrest Capital Management 2014 - Present
Federal Reserve Bank of New York March 2009 - July 2013
Merrill Lynch June 2007 - October 2008
Skills
Securitization, CMBS, Capital Markets, ABS, Structured Products, Trepp, Bloomberg Terminal, SAS/SQL, VBA, SAS, Fixed Income, Agency MBS, Securities, Structured Finance, Valuation, Argus Modeling
Education
New York University 2013 — 2015
MS Real Estate Finance
Columbia University in the City of New York 2003 — 2007
BA
BlueCrest Capital Management 2014 - Present
Federal Reserve Bank of New York March 2009 - July 2013
Merrill Lynch June 2007 - October 2008
Skills
Securitization, CMBS, Capital Markets, ABS, Structured Products, Trepp, Bloomberg Terminal, SAS/SQL, VBA, SAS, Fixed Income, Agency MBS, Securities, Structured Finance, Valuation, Argus Modeling
Education
New York University 2013 — 2015
MS Real Estate Finance
Columbia University in the City of New York 2003 — 2007
BA
Andy Castanaro's Merrill Lynch Experience May 2005 - August 2005
Job Market Analyst at Talen Energy
Industry Utilities
Experience
Talen Energy June 2015 - Present
PPL Corporation December 2010 - May 2015
Robert Half International July 2008 - November 2010
Countrywide Full Spectrum Lending May 2006 - June 2008
Merrill Lynch May 2005 - August 2005
Skills
Utility Industry, Market Analysis, Market Research, Competitive Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Development, Account Management, Marketing, New Business Development, Sales, Analytics, Risk Management, Leadership
Education
Columbia University in the City of New York 2002 — 2006
BA, Economics
Talen Energy June 2015 - Present
PPL Corporation December 2010 - May 2015
Robert Half International July 2008 - November 2010
Countrywide Full Spectrum Lending May 2006 - June 2008
Merrill Lynch May 2005 - August 2005
Skills
Utility Industry, Market Analysis, Market Research, Competitive Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Development, Account Management, Marketing, New Business Development, Sales, Analytics, Risk Management, Leadership
Education
Columbia University in the City of New York 2002 — 2006
BA, Economics
Margaret (Peg) Galbraith's Merrill Lynch Experience 1981 - 2001
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Merrill Lynch 1981 - 2001
Education
Columbia University in the City of New York 1978 — 1979
English
Mount Holyoke College 1974 — 1978
AB, English
Merrill Lynch 1981 - 2001
Education
Columbia University in the City of New York 1978 — 1979
English
Mount Holyoke College 1974 — 1978
AB, English
Joel Heymsfeld,C.F.A's Merrill Lynch Experience 1967 - 2006
Job Chief Investment Officer at Princeton Global Asset Management
Industry Financial Services
Experience
Princeton Global Asset Management September 2008 - Present
Merrill Lynch/BlackRock May 1967 - August 2008
BlackRock 2006 - 2008
Merrill Lynch 1967 - 2006
Skills
Asset Allocation, Fixed Income, Asset Managment, Equities, Series 7, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Investments, Investment Strategies, Hedge Funds, Portfolio Management, Equity Research, Bloomberg, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1967
MBA, Finance
Columbia University in the City of New York 1961 — 1965
BA, American History
Princeton Global Asset Management September 2008 - Present
Merrill Lynch/BlackRock May 1967 - August 2008
BlackRock 2006 - 2008
Merrill Lynch 1967 - 2006
Skills
Asset Allocation, Fixed Income, Asset Managment, Equities, Series 7, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Investments, Investment Strategies, Hedge Funds, Portfolio Management, Equity Research, Bloomberg, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1967
MBA, Finance
Columbia University in the City of New York 1961 — 1965
BA, American History
Kevin Yang, CFA's Merrill Lynch Experience January 2009 - August 2009
Job Senior Associate Advisory at KPMG
Industry Investment Management
Experience
KPMG January 2014 - Present
XL Group plc December 2010 - December 2013
Merrill Lynch January 2009 - August 2009
Education
Columbia University in the City of New York 2009 — 2010
Master, Math Finance
UC Berkeley 2004 — 2008
BA, Statistics
KPMG January 2014 - Present
XL Group plc December 2010 - December 2013
Merrill Lynch January 2009 - August 2009
Education
Columbia University in the City of New York 2009 — 2010
Master, Math Finance
UC Berkeley 2004 — 2008
BA, Statistics
GERRY FELDMAN's Merrill Lynch Experience January 2010 - July 2014
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch January 2010 - July 2014
Merrill Lynch September 1991 - February 2009
Various Companies September 1982 - October 1991
Skills
Business Analysis, Requirements Analysis, SDLC, Project Management, Integration, IT Strategy, Software Project..., IT Auditing, Production Support, Troubleshooting, Written Communication, Unix, Perl, Oracle, SQL, Programming, COBOL, C language, iXp, Autosys, MVS, VSAM, Batch Processing, FORTRAN
Education
Columbia University in the City of New York
BA, Mathematics
Rutgers, The State University of New Jersey-Newark
Executive MBA, Marketing
Teachers College of Columbia University
MA, Mathematics Education
University of Wisconsin-Madison
MSc, Computer Science
Merrill Lynch January 2010 - July 2014
Merrill Lynch September 1991 - February 2009
Various Companies September 1982 - October 1991
Skills
Business Analysis, Requirements Analysis, SDLC, Project Management, Integration, IT Strategy, Software Project..., IT Auditing, Production Support, Troubleshooting, Written Communication, Unix, Perl, Oracle, SQL, Programming, COBOL, C language, iXp, Autosys, MVS, VSAM, Batch Processing, FORTRAN
Education
Columbia University in the City of New York
BA, Mathematics
Rutgers, The State University of New Jersey-Newark
Executive MBA, Marketing
Teachers College of Columbia University
MA, Mathematics Education
University of Wisconsin-Madison
MSc, Computer Science
Constantine Soras's Merrill Lynch Experience 1979 - 1982
Job Vice President Senior Economist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation March 2013 - Present
CGS Economic Consulting, Inc. June 2009 - Present
Montclair State University September 2010 - May 2013
Verizon December 1985 - April 2009
Chemical Bank - now part of JPMorgan October 1982 - October 1985
Merrill Lynch 1979 - 1982
Skills
Cost Benefit, Financial Modeling, Financial Analysis, Economic Modeling, International Economics, Economics, Forecasting, Economic Policy, Portfolio Management, Business Planning, Valuation, Strategy, Competitive Analysis, Analysis, Mergers & Acquisitions, Investments, Finance, Risk Management, Strategic Planning
Education
Columbia University in the City of New York
PhD, Economics
Regions Financial Corporation March 2013 - Present
CGS Economic Consulting, Inc. June 2009 - Present
Montclair State University September 2010 - May 2013
Verizon December 1985 - April 2009
Chemical Bank - now part of JPMorgan October 1982 - October 1985
Merrill Lynch 1979 - 1982
Skills
Cost Benefit, Financial Modeling, Financial Analysis, Economic Modeling, International Economics, Economics, Forecasting, Economic Policy, Portfolio Management, Business Planning, Valuation, Strategy, Competitive Analysis, Analysis, Mergers & Acquisitions, Investments, Finance, Risk Management, Strategic Planning
Education
Columbia University in the City of New York
PhD, Economics
Cesar Del Pozo's Merrill Lynch Experience August 2005 - February 2009
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets December 2012 - Present
Oppenheimer & Co. August 2009 - September 2012
Merrill Lynch August 2005 - February 2009
North End Options Strategies February 2004 - July 2005
Skills
Fixed Income, Interest Rate Risk..., Financial Modeling, Visual Basic, Bloomberg, Series 7, Series 63, Repo trading, Spanish, Trading, Securities Lending, Bonds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Operations Research
RBC Capital Markets December 2012 - Present
Oppenheimer & Co. August 2009 - September 2012
Merrill Lynch August 2005 - February 2009
North End Options Strategies February 2004 - July 2005
Skills
Fixed Income, Interest Rate Risk..., Financial Modeling, Visual Basic, Bloomberg, Series 7, Series 63, Repo trading, Spanish, Trading, Securities Lending, Bonds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Operations Research
Herb Roseman's Merrill Lynch Experience January 1990 - January 2000
Job Adjunct Professor at Columbia University
Industry Education Management
Experience
Columbia University September 2007 - Present
Merrill Lynch January 1990 - January 2000
Investment Banking January 1981 - January 1990
Morgan Stanley & Co January 1973 - January 1981
Education
Columbia University in the City of New York 2001 — 2008
PhD, Philosophy
Columbia University
Graduate School of Arts and Sciences PhD; MPhil, Philosophy; Philosophy
Harvard Business School 1961 — 1963
MBA, Business Administration
University of Pennsylvania 1959 — 1961
MS, Physics
City College of New York 1955 — 1959
BS, Physics
Northeastern University
Graduate School of Arts, and Sciences
WWJHS
Columbia University September 2007 - Present
Merrill Lynch January 1990 - January 2000
Investment Banking January 1981 - January 1990
Morgan Stanley & Co January 1973 - January 1981
Education
Columbia University in the City of New York 2001 — 2008
PhD, Philosophy
Columbia University
Graduate School of Arts and Sciences PhD; MPhil, Philosophy; Philosophy
Harvard Business School 1961 — 1963
MBA, Business Administration
University of Pennsylvania 1959 — 1961
MS, Physics
City College of New York 1955 — 1959
BS, Physics
Northeastern University
Graduate School of Arts, and Sciences
WWJHS
James Best's Merrill Lynch Experience April 2007 - January 2009
Job SVP, Marketing and Business Development at The Halo Group
Industry Marketing and Advertising
Experience
The Halo Group February 2015 - Present
Aussie Beverage Distributors November 2013 - Present
TBWA\Chiat\Day November 2012 - November 2013
TBWA\Chiat\Day May 2011 - November 2012
Gotham Direct, Inc. June 2009 - May 2011
Merrill Lynch April 2007 - January 2009
JDRlegal September 2004 - April 2007
Canberra Cannons September 2000 - March 2003
Basketball Victoria March 1996 - September 2000
Skills
Advertising, New Business Development, Account Management, Strategic Planning, Business Planning, Media Planning, Sports Marketing, Business Development, Marketing, Strategy, CRM, Integrated Marketing, Marketing Communications, Marketing Strategy, Analytics, Digital Strategy, Digital Marketing, Social Media Marketing, Strategic Partnerships, Relationship Marketing
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Sports Management
Providence College 1985 — 1988
Bachelor of Science, Marketing
The Halo Group February 2015 - Present
Aussie Beverage Distributors November 2013 - Present
TBWA\Chiat\Day November 2012 - November 2013
TBWA\Chiat\Day May 2011 - November 2012
Gotham Direct, Inc. June 2009 - May 2011
Merrill Lynch April 2007 - January 2009
JDRlegal September 2004 - April 2007
Canberra Cannons September 2000 - March 2003
Basketball Victoria March 1996 - September 2000
Skills
Advertising, New Business Development, Account Management, Strategic Planning, Business Planning, Media Planning, Sports Marketing, Business Development, Marketing, Strategy, CRM, Integrated Marketing, Marketing Communications, Marketing Strategy, Analytics, Digital Strategy, Digital Marketing, Social Media Marketing, Strategic Partnerships, Relationship Marketing
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Sports Management
Providence College 1985 — 1988
Bachelor of Science, Marketing
Jeffrey Isaacson's Merrill Lynch Experience 2006 - 2007
Job Law Office of Jeffrey Isaacson
Industry Law Practice
Experience
Self-Employed 2008 - Present
Citigroup 2007 - 2008
Merrill Lynch 2006 - 2007
American Express 1989 - 2003
Morgan, Lewis & Bockius LLP 1987 - 1989
Kaye, Scholer, Fierman, Hays & Handler 1984 - 1987
Skills
Licensing, Information Technology, Intellectual Property, Negotiation, Corporate Law, Outsourcing, Credit Cards, Contract Negotiation, Financial Services, Dispute Resolution, Legal Research, Consulting, Strategy, Procurement, Legal Advice, Legal Compliance, Business Strategy, Privacy Law, Legal Writing, Employment Law, Joint Ventures, Sourcing, Software Development
Education
Harvard Law School 1982 — 1984
JD, Law
Columbia University in the City of New York 1975 — 1979
BA, Political Science, Magna Cum Laude
Self-Employed 2008 - Present
Citigroup 2007 - 2008
Merrill Lynch 2006 - 2007
American Express 1989 - 2003
Morgan, Lewis & Bockius LLP 1987 - 1989
Kaye, Scholer, Fierman, Hays & Handler 1984 - 1987
Skills
Licensing, Information Technology, Intellectual Property, Negotiation, Corporate Law, Outsourcing, Credit Cards, Contract Negotiation, Financial Services, Dispute Resolution, Legal Research, Consulting, Strategy, Procurement, Legal Advice, Legal Compliance, Business Strategy, Privacy Law, Legal Writing, Employment Law, Joint Ventures, Sourcing, Software Development
Education
Harvard Law School 1982 — 1984
JD, Law
Columbia University in the City of New York 1975 — 1979
BA, Political Science, Magna Cum Laude
Jin-Ah Lim's Merrill Lynch Experience December 2005 - February 2008
Job Director at Mitsui & Co., Ltd.
Industry Venture Capital & Private Equity
Experience
Mitsui & Co., Ltd. March 2008 - Present
Merrill Lynch December 2005 - February 2008
GE Capital June 2000 - December 2005
Skills
Corporate Finance, Private Equity, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Valuation
Education
Columbia University in the City of New York
B.S., Operations Research
Mitsui & Co., Ltd. March 2008 - Present
Merrill Lynch December 2005 - February 2008
GE Capital June 2000 - December 2005
Skills
Corporate Finance, Private Equity, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Valuation
Education
Columbia University in the City of New York
B.S., Operations Research
Catherine Moon's Merrill Lynch Experience June 2007 - November 2008
Job Capital Markets Credit Risk Management AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America October 2011 - Present
Bank of America Merrill Lynch December 2008 - October 2011
Merrill Lynch June 2007 - November 2008
A.T. Kearney June 2004 - July 2004
Skills
Risk Management, Credit Risk, Strategy, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equities, Bloomberg, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2007
MA, Quantitative Methods in the Social Sciences
Yonsei University 2004 — 2005
MBA, International Management
Yonsei University 1999 — 2003
BA, English Literature, Psychology
Bank of America October 2011 - Present
Bank of America Merrill Lynch December 2008 - October 2011
Merrill Lynch June 2007 - November 2008
A.T. Kearney June 2004 - July 2004
Skills
Risk Management, Credit Risk, Strategy, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equities, Bloomberg, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2007
MA, Quantitative Methods in the Social Sciences
Yonsei University 2004 — 2005
MBA, International Management
Yonsei University 1999 — 2003
BA, English Literature, Psychology
Christopher Tauss's Merrill Lynch Experience 1998 - 1999
Job Senior Associate Tax Tech Practice at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
Matei Zatreanu's Merrill Lynch Experience 2006 - 2006
Job Data Science at King Street Capital Management
Industry Investment Management
Experience
King Street Capital Management 2008 - Present
Lehman Brothers 2007 - 2008
Merrill Lynch 2006 - 2006
Skills
Structured Finance, Data Science, Equity Derivatives, Fixed Income, Securitization, Data Visualization, Python, Matlab, R, SQL, VBA
Education
Columbia University in the City of New York 2011 — 2012
Master in Mathematics of Finance, Mathematics, Statistics, Finance
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, Economics, Government, Psychology
King Street Capital Management 2008 - Present
Lehman Brothers 2007 - 2008
Merrill Lynch 2006 - 2006
Skills
Structured Finance, Data Science, Equity Derivatives, Fixed Income, Securitization, Data Visualization, Python, Matlab, R, SQL, VBA
Education
Columbia University in the City of New York 2011 — 2012
Master in Mathematics of Finance, Mathematics, Statistics, Finance
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, Economics, Government, Psychology
Kathy Hipple's Merrill Lynch Experience April 1981 - February 1989
Job Communicating Sustainability, Finance & Tech. Teaching Finance @Bard's Sustainable MBA.
Industry Marketing and Advertising
Experience
Bard College December 2014 - Present
Noosphere Marketing January 2011 - Present
Ambassador Media January 2000 - 2012
Merrill Lynch April 1981 - February 1989
Skills
Sustainability..., Online Marketing, SEM, Online Advertising, Brand Development, Sustainable Business, Writing, Marketing Strategy, Entrepreneurship, Advertising, Marketing, Social Media, Social Media Marketing, E-commerce, B2B Marketing, Start-ups, Digital Strategy, Content Strategy, Strategy, Strategic Partnerships, Email Marketing, New Media, Digital Marketing, Digital Media, Publishing, Corporate Finance, Integrated Marketing, Google Analytics
Education
Marlboro College 2011 — 2012
MBA, MBA Managing for Sustainability
Columbia University in the City of New York 1992 — 1994
History, East Asian History
Tulane University 1976 — 1980
BS, Liberal Arts
Bard College December 2014 - Present
Noosphere Marketing January 2011 - Present
Ambassador Media January 2000 - 2012
Merrill Lynch April 1981 - February 1989
Skills
Sustainability..., Online Marketing, SEM, Online Advertising, Brand Development, Sustainable Business, Writing, Marketing Strategy, Entrepreneurship, Advertising, Marketing, Social Media, Social Media Marketing, E-commerce, B2B Marketing, Start-ups, Digital Strategy, Content Strategy, Strategy, Strategic Partnerships, Email Marketing, New Media, Digital Marketing, Digital Media, Publishing, Corporate Finance, Integrated Marketing, Google Analytics
Education
Marlboro College 2011 — 2012
MBA, MBA Managing for Sustainability
Columbia University in the City of New York 1992 — 1994
History, East Asian History
Tulane University 1976 — 1980
BS, Liberal Arts
Heather McHale's Merrill Lynch Experience December 1996 - January 2004
Job Senior Vice President Global Human Resources
Industry Human Resources
Experience
VSP Global May 2015 - Present
VSP Global August 2014 - May 2015
Marchon November 2012 - August 2014
Marchon Eyewear February 2012 - November 2012
Marchon Eyewear January 2011 - February 2012
contracted with Marchon Eyewear January 2010 - January 2011
Insurance August 2004 - August 2007
Merrill Lynch December 1996 - January 2004
Pfizer January 1995 - December 1996
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Employee Benefits, Onboarding, Talent Management, HRIS, Talent Acquisition, HR Policies, Management
Education
Columbia University in the City of New York 1992 — 1994
MA, Organizational Psychology
Loyola University New Orleans
BA
VSP Global May 2015 - Present
VSP Global August 2014 - May 2015
Marchon November 2012 - August 2014
Marchon Eyewear February 2012 - November 2012
Marchon Eyewear January 2011 - February 2012
contracted with Marchon Eyewear January 2010 - January 2011
Insurance August 2004 - August 2007
Merrill Lynch December 1996 - January 2004
Pfizer January 1995 - December 1996
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Employee Benefits, Onboarding, Talent Management, HRIS, Talent Acquisition, HR Policies, Management
Education
Columbia University in the City of New York 1992 — 1994
MA, Organizational Psychology
Loyola University New Orleans
BA
Gerry Rieger's Merrill Lynch Experience 2000 - 2003
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2011 - Present
Morgan Stanley December 2004 - January 2011
Constellation Energy 2003 - 2004
Merrill Lynch 2000 - 2003
Skills
Capital Markets, Risk Management, SOX, Internal Audit
Education
Columbia University in the City of New York 1990 — 1992
Masters of International Affairs, International Banking and Finance
Fordham University 1978 — 1982
BS, Accounting
Nomura Securities January 2011 - Present
Morgan Stanley December 2004 - January 2011
Constellation Energy 2003 - 2004
Merrill Lynch 2000 - 2003
Skills
Capital Markets, Risk Management, SOX, Internal Audit
Education
Columbia University in the City of New York 1990 — 1992
Masters of International Affairs, International Banking and Finance
Fordham University 1978 — 1982
BS, Accounting
Gui Cavalcanti's Merrill Lynch Experience February 2011 - July 2011
Job AntiFraud at AppNexus
Industry Internet
Experience
AppNexus October 2014 - Present
AppNexus January 2013 - October 2014
BrightWire Inc. June 2012 - January 2013
Merrill Lynch February 2011 - July 2011
Columbia University Graduate School of Journalism September 2009 - June 2010
Skills
Research, Data Analysis, Editing, Microsoft Office, Microsoft Excel, Spanish, PowerPoint, Brazilian Portuguese, Works well in a team, MySQL, HTML 5, Python, Databases, Query Writing, Vertica, Online Advertising, Adtech, Unix Shell Scripting, HTML, Project Planning, Analytics
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts, Financial Economics; Business Management Concentration
Stuyvesant High School 2004 — 2008
AppNexus October 2014 - Present
AppNexus January 2013 - October 2014
BrightWire Inc. June 2012 - January 2013
Merrill Lynch February 2011 - July 2011
Columbia University Graduate School of Journalism September 2009 - June 2010
Skills
Research, Data Analysis, Editing, Microsoft Office, Microsoft Excel, Spanish, PowerPoint, Brazilian Portuguese, Works well in a team, MySQL, HTML 5, Python, Databases, Query Writing, Vertica, Online Advertising, Adtech, Unix Shell Scripting, HTML, Project Planning, Analytics
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts, Financial Economics; Business Management Concentration
Stuyvesant High School 2004 — 2008
Jiaqi (Jackie) Zhang's Merrill Lynch Experience September 2012 - February 2013
Job Student looking for full time position in the banking industry
Industry Banking
Experience
Wombat Capital May 2015 - August 2015
Goldman Sachs February 2014 - July 2014
Merrill Lynch September 2012 - February 2013
Bank of China June 2011 - August 2011
Education
Columbia University in the City of New York
Master of Arts (M.A.), Statistics
University of Minnesota-Twin Cities
University of Utah
Wombat Capital May 2015 - August 2015
Goldman Sachs February 2014 - July 2014
Merrill Lynch September 2012 - February 2013
Bank of China June 2011 - August 2011
Education
Columbia University in the City of New York
Master of Arts (M.A.), Statistics
University of Minnesota-Twin Cities
University of Utah
Leonardo McIntosh's Merrill Lynch Experience August 2012 - April 2013
Job Client Relations/Brokerage Services at Financial Services
Industry Financial Services
Experience
Duene International April 2013 - Present
Merrill Lynch, August 2012 - April 2013
Merrill Lynch, January 2012 - April 2012
Education
Columbia University in the City of New York 1992 — 1993
n/a, Business/Marketing
University of South Carolina-Columbia 1978 — 1981
BA, Political Science/Business
Duene International April 2013 - Present
Merrill Lynch, August 2012 - April 2013
Merrill Lynch, January 2012 - April 2012
Education
Columbia University in the City of New York 1992 — 1993
n/a, Business/Marketing
University of South Carolina-Columbia 1978 — 1981
BA, Political Science/Business
Claire TaeHee Seo's Merrill Lynch Experience January 2012 - Present
Job Analyst Intern at Merrill Lynch Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
MZI Global Consulting Co. September 2011 - November 2011
Korea Development Institute (KDI) April 2009 - July 2009
Education
Columbia University in the City of New York
Master of Arts (MA)
Ewha Womans University
Master of Arts (MA)
Ewha Womans University
Bachelor of Arts (BA)
Merrill Lynch January 2012 - Present
MZI Global Consulting Co. September 2011 - November 2011
Korea Development Institute (KDI) April 2009 - July 2009
Education
Columbia University in the City of New York
Master of Arts (MA)
Ewha Womans University
Master of Arts (MA)
Ewha Womans University
Bachelor of Arts (BA)
Jessie Xi Chen's Merrill Lynch Experience July 2007 - December 2007
Job Associate at Société Générale
Industry Banking
Experience
Société Générale June 2014 - Present
Deutsche Bank AG March 2009 - May 2013
Merrill Lynch July 2007 - December 2007
Skills
Capital Markets, Java, SQL, C, FX, Money Market, C++, Matlab, Stochastic Modeling, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
National University of Singapore 2004 — 2008
Bachelor of Computing, Computer Science, First Class Honours
McGill University 2006 — 2006
Student Exchange Program, Computer Science
secondary school
Société Générale June 2014 - Present
Deutsche Bank AG March 2009 - May 2013
Merrill Lynch July 2007 - December 2007
Skills
Capital Markets, Java, SQL, C, FX, Money Market, C++, Matlab, Stochastic Modeling, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
National University of Singapore 2004 — 2008
Bachelor of Computing, Computer Science, First Class Honours
McGill University 2006 — 2006
Student Exchange Program, Computer Science
secondary school
Bruce E Spencer's Merrill Lynch Experience 1984 - 1999
Job Intake Referral Specialist at Bowery Resident's Committee
Industry Mental Health Care
Experience
Bowery Resident's Committee 2005 - Present
Department of Education NYC 2000 - 2005
Merrill Lynch 1984 - 1999
Skills
Program Evaluation, Non-profits, Program Development, Social Services, Youth Development, Community Outreach, Volunteer Management, Case Managment, Fundraising, Mental Health, Motivational..., Public Speaking, Staff Development, Student Affairs, Treatment, Community Organizing, Crisis Intervention, Nonprofits, Non-profit..., Adolescents, Program Management, Grants, Case Management, Community Development
Education
Columbia University in the City of New York 2010 — 2013
Master of Social Work (MSW), Social Work Management Fellows
Bowery Resident's Committee 2005 - Present
Department of Education NYC 2000 - 2005
Merrill Lynch 1984 - 1999
Skills
Program Evaluation, Non-profits, Program Development, Social Services, Youth Development, Community Outreach, Volunteer Management, Case Managment, Fundraising, Mental Health, Motivational..., Public Speaking, Staff Development, Student Affairs, Treatment, Community Organizing, Crisis Intervention, Nonprofits, Non-profit..., Adolescents, Program Management, Grants, Case Management, Community Development
Education
Columbia University in the City of New York 2010 — 2013
Master of Social Work (MSW), Social Work Management Fellows
Eva Prokop's Merrill Lynch Experience July 1993 - May 2000
Job Analyst at Bank Leumi, USA
Industry Banking
Experience
Bank Leumi, USA July 2001 - Present
Merrill Lynch July 1993 - May 2000
Skills
Microsoft Excel, Fixed Income, Structured Products, Banking, Capital Markets
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
NYU
Master of Business Administration (M.B.A.), Finance, General
Bank Leumi, USA July 2001 - Present
Merrill Lynch July 1993 - May 2000
Skills
Microsoft Excel, Fixed Income, Structured Products, Banking, Capital Markets
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
NYU
Master of Business Administration (M.B.A.), Finance, General
Bart Barnett's Merrill Lynch Experience May 1991 - December 1994
Job Managing Director Trading at US Capital Advisors
Industry Financial Services
Experience
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
Eric Phillipps's Merrill Lynch Experience April 2004 - May 2006
Job Principal at ConnorexLucinda, LLC
Industry Real Estate
Experience
Connorex-Lucinda, LLC 2011 - Present
WestSpring Advisors, LP October 2009 - September 2011
Brigadier Capital Management, LLC May 2006 - February 2009
Merrill Lynch April 2004 - May 2006
Credit Suisse May 2002 - April 2004
Skills
Trading, Structured Finance, Credit, MBS, Hedge Funds, Alternative Investments
Education
Columbia University in the City of New York 1998 — 2002
Master of Arts (M.A.), Major: Philosophy-Economics, Concentration: Psychology
Christian Brothers Academy 1994 — 1998
Connorex-Lucinda, LLC 2011 - Present
WestSpring Advisors, LP October 2009 - September 2011
Brigadier Capital Management, LLC May 2006 - February 2009
Merrill Lynch April 2004 - May 2006
Credit Suisse May 2002 - April 2004
Skills
Trading, Structured Finance, Credit, MBS, Hedge Funds, Alternative Investments
Education
Columbia University in the City of New York 1998 — 2002
Master of Arts (M.A.), Major: Philosophy-Economics, Concentration: Psychology
Christian Brothers Academy 1994 — 1998
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank