Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Stephen Stonberg Stephen Stonberg's Merrill Lynch Experience August 1994 - August 1996
Job Director
Industry Financial Services
Experience
tondo January 2014 - Present
Winton Capital Management March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited September 2007 - March 2014
Credit Suisse Asset Management January 2011 - March 2013
Brevan Howard 2006 - 2011
Coalition Development 2006 - 2011
J.P. Morgan August 2001 - August 2006
Deutsche Bank September 1996 - August 2001
Merrill Lynch August 1994 - August 1996
CS First Boston July 1989 - August 1991
Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
William Penn Charter School, Philadelphia 1980 — 1985
Diploma
tondo January 2014 - Present
Winton Capital Management March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited September 2007 - March 2014
Credit Suisse Asset Management January 2011 - March 2013
Brevan Howard 2006 - 2011
Coalition Development 2006 - 2011
J.P. Morgan August 2001 - August 2006
Deutsche Bank September 1996 - August 2001
Merrill Lynch August 1994 - August 1996
CS First Boston July 1989 - August 1991
Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
William Penn Charter School, Philadelphia 1980 — 1985
Diploma
Carolyn Dunlop Carolyn Dunlop's Merrill Lynch Experience 1996 - 2000
Job Hybrid Pharmaceutical Sales Representative
Industry Pharmaceuticals
Experience
Sanofi January 2015 - Present
Sanofi January 2012 - December 2014
Sanofi August 2005 - December 2011
LEO Pharma A/S January 2005 - July 2005
Roche April 2003 - December 2004
CIBC 2000 - 2003
Merrill Lynch 1996 - 2000
Wallace Dewan & Partners 1996 - 1996
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Sales, Sales Effectiveness, Diabetes, Allergy, Nehrology, Cardiology, Strategic Planning, Neurology, Endocrinology
Education
Concordia University
B.Comm., Finance
Sanofi January 2015 - Present
Sanofi January 2012 - December 2014
Sanofi August 2005 - December 2011
LEO Pharma A/S January 2005 - July 2005
Roche April 2003 - December 2004
CIBC 2000 - 2003
Merrill Lynch 1996 - 2000
Wallace Dewan & Partners 1996 - 1996
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Sales, Sales Effectiveness, Diabetes, Allergy, Nehrology, Cardiology, Strategic Planning, Neurology, Endocrinology
Education
Concordia University
B.Comm., Finance
Teresa Ann Duran Teresa Ann Duran's Merrill Lynch Experience 1998 - 2001
Job Social Media & Digital Marketing Specialist
Industry Marketing and Advertising
Experience
Social Media Specialist & Business Consultant All aspects of social and digital marketing from daily postings to weekly, monthly strategy planning and exicustion. As well as training my team via webinars and one-on-one coaching calls.Social Media Specialist & Business ConsultantTeresa Ann DuranJanuary 2012 - Present
AmeriplanUSA & The Freedom At Home Team September 2008 - April 2015
Merrill Lynch 1998 - 2001
Skills
Team Building, Leadership Development, Online Marketing, Social Media Marketing, Mentoring, Small Business Coaching, Entrepreneurship, Small Business, Healthcare Management, Healthcare Consulting, Consumer Healthcare, Networking, Coaching, Sales, Business Development, Training, Recruiting, Social Networking, Healthcare, Leadership, Marketing, Social Media, Customer Service, Management, Public Speaking, Time Management, Microsoft Office, Event Planning, Advertising, Marketing Strategy, Online Advertising, Sales Management, Strategic Planning
Education
Community College of Denver 2012 — 2013
Social Media Marketing
Concord Career College 1993 — 1995
Consumer Health Care Management
Social Media Specialist & Business Consultant All aspects of social and digital marketing from daily postings to weekly, monthly strategy planning and exicustion. As well as training my team via webinars and one-on-one coaching calls.Social Media Specialist & Business ConsultantTeresa Ann DuranJanuary 2012 - Present
AmeriplanUSA & The Freedom At Home Team September 2008 - April 2015
Merrill Lynch 1998 - 2001
Skills
Team Building, Leadership Development, Online Marketing, Social Media Marketing, Mentoring, Small Business Coaching, Entrepreneurship, Small Business, Healthcare Management, Healthcare Consulting, Consumer Healthcare, Networking, Coaching, Sales, Business Development, Training, Recruiting, Social Networking, Healthcare, Leadership, Marketing, Social Media, Customer Service, Management, Public Speaking, Time Management, Microsoft Office, Event Planning, Advertising, Marketing Strategy, Online Advertising, Sales Management, Strategic Planning
Education
Community College of Denver 2012 — 2013
Social Media Marketing
Concord Career College 1993 — 1995
Consumer Health Care Management
Tom Gwydir Tom Gwydir's Merrill Lynch Experience June 2002 - August 2003
Job Managing Director, CTO and Head of Corporate Technology at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
Susi Khokhlov Susi Khokhlov's Merrill Lynch Experience February 2005 - June 2005
Job Financial Accountant at Ulster Carpets
Industry Accounting
Experience
Ulster Carpets November 2014 - Present
Mercedes-Benz U.S. International February 2014 - June 2014
Renaissance Ross Bridge Golf Resort & Spa February 2011 - February 2012
Working Partners September 2005 - October 2010
DendCo Inc. September 2005 - October 2010
Merrill Lynch February 2005 - June 2005
Deka Investment July 2004 - September 2004
Skills
Financial Reporting, QuickBooks, General Ledger, Budgets, ADP Payroll, CPA, Accounts Receivable, Payroll, GAAP, Accounting
Education
The Ohio State University Fisher College of Business 2000 — 2005
Bachelor of Science
Columbus State 2008 — 2009
Université Laval 2003 — 2003
Ulster Carpets November 2014 - Present
Mercedes-Benz U.S. International February 2014 - June 2014
Renaissance Ross Bridge Golf Resort & Spa February 2011 - February 2012
Working Partners September 2005 - October 2010
DendCo Inc. September 2005 - October 2010
Merrill Lynch February 2005 - June 2005
Deka Investment July 2004 - September 2004
Skills
Financial Reporting, QuickBooks, General Ledger, Budgets, ADP Payroll, CPA, Accounts Receivable, Payroll, GAAP, Accounting
Education
The Ohio State University Fisher College of Business 2000 — 2005
Bachelor of Science
Columbus State 2008 — 2009
Université Laval 2003 — 2003
Otilia Aionesei Otilia Aionesei's Merrill Lynch Experience June 2012 - May 2013
Job
Industry Internet
Experience
Orchard Platform January 2014 - June 2014
Merrill Lynch June 2012 - May 2013
Major Model Management May 2007 - May 2013
Ford Models January 2005 - May 2007
Education
Columbia University in the City of New York 2009 — 2013
Economics
Orchard Platform January 2014 - June 2014
Merrill Lynch June 2012 - May 2013
Major Model Management May 2007 - May 2013
Ford Models January 2005 - May 2007
Education
Columbia University in the City of New York 2009 — 2013
Economics
Walter Peltyszyn Walter Peltyszyn's Merrill Lynch Experience 1993 - 1995
Job Senior Programmer Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless 2010 - Present
Chubb Insurance October 2001 - June 2010
Roche Pharmaceuticals 1998 - 2001
Merrill Lynch 1993 - 1995
Skills
Objective-C, Xcode, Oracle SQL Developer, C#, XML, SQL, Agile Methodologies, SDLC, Microsoft SQL Server, Integration, MySQL, Unix, CSS, PHP, C++, .NET
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor's degree, Business Management
Columbia University in the City of New York
Certificate, C Programming
Verizon Wireless 2010 - Present
Chubb Insurance October 2001 - June 2010
Roche Pharmaceuticals 1998 - 2001
Merrill Lynch 1993 - 1995
Skills
Objective-C, Xcode, Oracle SQL Developer, C#, XML, SQL, Agile Methodologies, SDLC, Microsoft SQL Server, Integration, MySQL, Unix, CSS, PHP, C++, .NET
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor's degree, Business Management
Columbia University in the City of New York
Certificate, C Programming
Arthur (Arturo) de Grandmont Arthur (Arturo) de Grandmont's Merrill Lynch Experience August 1998 - May 2000
Job Creative
Industry Computer Software
Experience
Arturo de Grandmont Photography May 2006 - Present
Apple October 2009 - May 2015
Resoscan January 2006 - April 2006
Telus Mobility September 2005 - December 2005
Quadromed Diagnostic Services April 2004 - May 2005
Alpha Nucleus Medical July 2000 - December 2003
Merrill Lynch August 1998 - May 2000
Bozano SImonsen 1997 - 1998
Hugo International 1992 - 1994
Tristan & America 1989 - 1992
Skills
Photography, Mac, Advertising, Entrepreneurship, Management, Multimedia, Strategy, Sales, Final Cut Pro, Leadership, Team Leadership, Photoshop, OS X, Commercial Photography, Film, Video Editing, Adobe Creative Suite, Creative Problem Solving, Business Development, Social Networking, Mentoring, Social Media, Training, Keynote, Creative Direction, Strategic Planning, Team Building, Business Planning, Business Strategy, Relationship Management, Start-ups, Project Management, CRM, Marketing Strategy, Digital Photography, Customer Service
Education
Concordia University 2008 — 2009
DIploma, Communications and Visual Arts
Université de Montréal 1995 — 1997
Certificate, Law
Concordia University 1991 — 1995
B.A, Political Science
University of Ottawa / Université d'Ottawa
Law
Colegio Sao Luis
CAUCP
Arturo de Grandmont Photography May 2006 - Present
Apple October 2009 - May 2015
Resoscan January 2006 - April 2006
Telus Mobility September 2005 - December 2005
Quadromed Diagnostic Services April 2004 - May 2005
Alpha Nucleus Medical July 2000 - December 2003
Merrill Lynch August 1998 - May 2000
Bozano SImonsen 1997 - 1998
Hugo International 1992 - 1994
Tristan & America 1989 - 1992
Skills
Photography, Mac, Advertising, Entrepreneurship, Management, Multimedia, Strategy, Sales, Final Cut Pro, Leadership, Team Leadership, Photoshop, OS X, Commercial Photography, Film, Video Editing, Adobe Creative Suite, Creative Problem Solving, Business Development, Social Networking, Mentoring, Social Media, Training, Keynote, Creative Direction, Strategic Planning, Team Building, Business Planning, Business Strategy, Relationship Management, Start-ups, Project Management, CRM, Marketing Strategy, Digital Photography, Customer Service
Education
Concordia University 2008 — 2009
DIploma, Communications and Visual Arts
Université de Montréal 1995 — 1997
Certificate, Law
Concordia University 1991 — 1995
B.A, Political Science
University of Ottawa / Université d'Ottawa
Law
Colegio Sao Luis
CAUCP
Rachel Paquin's Merrill Lynch Experience 1997 - 1999
Job SAGAFTRA Actress, CA Licensed Realtor, Tutor
Industry Entertainment
Experience
SJP Realty October 2012 - Present
SAG-AFTRA 2002 - Present
Century 21 Town & Country 2008 - 2012
Fisker Automotive 2011 - 2011
Clear Channel Outdoor 2003 - 2007
Santa Barbara Bank & Trust 2002 - 2003
Santa Barbara Market Neutral Fund 2000 - 2002
Merrill Lynch 1997 - 1999
Skills
Portfolio Management, Finance, Business Development, Investments, Hedge Funds, Sales, Investor Relations, Real Estate, Bloomberg, Entrepreneurship, Commercial Real Estate, Comedy, Event Planning, Improvisation, Social Media, Voice Acting
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Economics & Film Studies
Dana Hills
St. Margaret's Espiscopal School
SJP Realty October 2012 - Present
SAG-AFTRA 2002 - Present
Century 21 Town & Country 2008 - 2012
Fisker Automotive 2011 - 2011
Clear Channel Outdoor 2003 - 2007
Santa Barbara Bank & Trust 2002 - 2003
Santa Barbara Market Neutral Fund 2000 - 2002
Merrill Lynch 1997 - 1999
Skills
Portfolio Management, Finance, Business Development, Investments, Hedge Funds, Sales, Investor Relations, Real Estate, Bloomberg, Entrepreneurship, Commercial Real Estate, Comedy, Event Planning, Improvisation, Social Media, Voice Acting
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Economics & Film Studies
Dana Hills
St. Margaret's Espiscopal School
Carol Grillo Carol Grillo's Merrill Lynch Experience December 2005 - October 2010
Job Customer Service Specialist Supervisor at Cigna
Industry Insurance
Experience
Cigna November 2014 - Present
Bank of America December 2010 - March 2014
Merrill Lynch December 2005 - October 2010
OSI Outsourcing Services September 2003 - December 2005
SSI Services Inc. – Crown Castle Intl September 2000 - September 2001
EchoStar Communications Corporation (Dish Network) September 1998 - September 2000
US Airways Airlines September 1985 - September 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Credit Analysis, Mortgage Banking, Consumer Lending, Financial Risk, Business Analysis, Process Improvement, Vendor Management, Relationship Management, Analysis, Call Centers, Leadership, Quality Assurance, Training
Education
Community College of Beaver County
Business/Human Relations
The Call Center School
Certification, Quality Assurance Mastery Certification
Cigna November 2014 - Present
Bank of America December 2010 - March 2014
Merrill Lynch December 2005 - October 2010
OSI Outsourcing Services September 2003 - December 2005
SSI Services Inc. – Crown Castle Intl September 2000 - September 2001
EchoStar Communications Corporation (Dish Network) September 1998 - September 2000
US Airways Airlines September 1985 - September 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Credit Analysis, Mortgage Banking, Consumer Lending, Financial Risk, Business Analysis, Process Improvement, Vendor Management, Relationship Management, Analysis, Call Centers, Leadership, Quality Assurance, Training
Education
Community College of Beaver County
Business/Human Relations
The Call Center School
Certification, Quality Assurance Mastery Certification
Daniela Castillo Daniela Castillo's Merrill Lynch Experience January 2010 - May 2010
Job Client Consulting MBA Intern at Visa
Industry Financial Services
Experience
Visa June 2015 - September 2015
Banco de Bogota December 2012 - August 2014
Top Doctors Labs June 2011 - June 2012
Top Doctors Labs May 2010 - May 2011
Merrill Lynch January 2010 - May 2010
Columbus State University August 2009 - May 2010
Columbus State University August 2007 - December 2008
TSYS June 2008 - July 2008
Skills
Marketing, Strategy, Social Media, SEO, Competitive Analysis, Spanish, Management, Analysis, Customer Service, Financial Analysis, Social Media Marketing, Spanish and English -..., Bilingual, Event Planning, Microsoft Word, Social Networking, Data Analysis, Market Analysis, Business Analysis, Online Advertising, Consumer Marketing, Value Propositions, Demographic Analysis, Direct Mail, Marketing Management, Email Marketing, Customer Insight, Product Innovation, Positioning, Commercial Banking, Financial Services, Target Marketing, Market Research, Focus Groups, Competitive Marketing..., International Sales, Synergies, Cross Cultural..., Strategic Vision, Product Marketing, Cross-functional Team..., Marketing Analytics
Education
University of California, Los Angeles 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Consulting
Columbus State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Double Major; International Business Minor, 3.8 - Summa Cum Laude
Visa June 2015 - September 2015
Banco de Bogota December 2012 - August 2014
Top Doctors Labs June 2011 - June 2012
Top Doctors Labs May 2010 - May 2011
Merrill Lynch January 2010 - May 2010
Columbus State University August 2009 - May 2010
Columbus State University August 2007 - December 2008
TSYS June 2008 - July 2008
Skills
Marketing, Strategy, Social Media, SEO, Competitive Analysis, Spanish, Management, Analysis, Customer Service, Financial Analysis, Social Media Marketing, Spanish and English -..., Bilingual, Event Planning, Microsoft Word, Social Networking, Data Analysis, Market Analysis, Business Analysis, Online Advertising, Consumer Marketing, Value Propositions, Demographic Analysis, Direct Mail, Marketing Management, Email Marketing, Customer Insight, Product Innovation, Positioning, Commercial Banking, Financial Services, Target Marketing, Market Research, Focus Groups, Competitive Marketing..., International Sales, Synergies, Cross Cultural..., Strategic Vision, Product Marketing, Cross-functional Team..., Marketing Analytics
Education
University of California, Los Angeles 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Consulting
Columbus State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Double Major; International Business Minor, 3.8 - Summa Cum Laude
Kris Comar Kris Comar's Merrill Lynch Experience June 2011 - July 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Marta Zybko Marta Zybko's Merrill Lynch Experience May 1996 - April 2001
Job Director, Business Development, TMX Group CDS
Industry Financial Services
Experience
TMX Group, CDS June 2014 - Present
TMX Group June 2009 - June 2014
Montreal Exchange June 2007 - June 2009
Montreal Exchange June 2001 - June 2007
Merrill Lynch May 1996 - April 2001
National Bank of Canada January 1995 - April 1996
Education
Concordia University 1991 — 1993
Bachelor of Commerce (B.Com.), International Business and Finance
Université Laval / Laval University 1990 — 1991
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Champlain Regional College (Saint Lawrence) 1988 — 1990
Elementary: France, Poland and Sweden
TMX Group, CDS June 2014 - Present
TMX Group June 2009 - June 2014
Montreal Exchange June 2007 - June 2009
Montreal Exchange June 2001 - June 2007
Merrill Lynch May 1996 - April 2001
National Bank of Canada January 1995 - April 1996
Education
Concordia University 1991 — 1993
Bachelor of Commerce (B.Com.), International Business and Finance
Université Laval / Laval University 1990 — 1991
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Champlain Regional College (Saint Lawrence) 1988 — 1990
Elementary: France, Poland and Sweden
Judy McNeal Judy McNeal's Merrill Lynch Experience 2006 - 2008
Job
Industry Public Relations and Communications
Experience
Vroooom Web May 2013 - October 2013
The Family Center July 2011 - June 2013
Capstone Financial Partners May 2009 - January 2011
Little Blessings Nurturing Center January 2008 - December 2008
Merrill Lynch 2006 - 2008
Carmike Cinemas 2004 - 2006
WC Bradley 1990 - 1995
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Estate Planning, Investments, Life Insurance, Insurance, Investment Management, Portfolio Management, Disability Insurance, Wealth Management..., Health Insurance, Investment Advisory, Financial Advisory, Mortgage Lending, Loans, Term Life Insurance, Employee Benefits, Alternative Investments, Risk Management, Small Business, Public Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Media Relations, Corporate Branding, Corporate Finance, Investor Relations, Grants, Non-profit Leadership, Non-profit Volunteer, Marketing, Leadership, Management, Analysis, Social Networking, Event Planning, Fundraising, Business Development, Social Media, 401k, Fixed Annuities, SEO, Finance, Strategic Planning, Sales
Education
Columbus State University
Bachelor of Business Administration (B.B.A.)
The American College
Vroooom Web May 2013 - October 2013
The Family Center July 2011 - June 2013
Capstone Financial Partners May 2009 - January 2011
Little Blessings Nurturing Center January 2008 - December 2008
Merrill Lynch 2006 - 2008
Carmike Cinemas 2004 - 2006
WC Bradley 1990 - 1995
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Estate Planning, Investments, Life Insurance, Insurance, Investment Management, Portfolio Management, Disability Insurance, Wealth Management..., Health Insurance, Investment Advisory, Financial Advisory, Mortgage Lending, Loans, Term Life Insurance, Employee Benefits, Alternative Investments, Risk Management, Small Business, Public Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Media Relations, Corporate Branding, Corporate Finance, Investor Relations, Grants, Non-profit Leadership, Non-profit Volunteer, Marketing, Leadership, Management, Analysis, Social Networking, Event Planning, Fundraising, Business Development, Social Media, 401k, Fixed Annuities, SEO, Finance, Strategic Planning, Sales
Education
Columbus State University
Bachelor of Business Administration (B.B.A.)
The American College
Oliver Sun Oliver Sun's Merrill Lynch Experience July 2015 - Present
Job Credit Trading Support Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Kerburn Rose September 2014 - November 2014
Sun Hung Kai Securities August 2013 - October 2013
E.ON, Prague, Czech Republic June 2011 - August 2011
Skills
Portfolio Management, Financial Reporting, Financial Accounting, Accounting, Strategy, Warrants, Financial Modeling, Bloomberg Terminal, Banking, Analysis, Equities, Finance, Fixed Income
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
John P Stevens High School 2009 — 2010
Columbia University in the City of New York
Merrill Lynch July 2015 - Present
Kerburn Rose September 2014 - November 2014
Sun Hung Kai Securities August 2013 - October 2013
E.ON, Prague, Czech Republic June 2011 - August 2011
Skills
Portfolio Management, Financial Reporting, Financial Accounting, Accounting, Strategy, Warrants, Financial Modeling, Bloomberg Terminal, Banking, Analysis, Equities, Finance, Fixed Income
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
John P Stevens High School 2009 — 2010
Columbia University in the City of New York
Marlene Phillips Marlene Phillips's Merrill Lynch Experience August 2003 - September 2005
Job Advisory Accountant at USAlliance Federal Credit Union
Industry Financial Services
Experience
USAlliance Federal Credit Union September 2010 - Present
USAlliance Federal Credit Union August 2007 - September 2010
Gaspari & Associates May 2005 - April 2006
Merrill Lynch August 2003 - September 2005
Skills
Accounts Payable, Account Reconciliation, Bilingual, Knowledge of computer..., Cash Management, Accounting, Internal Audit, Credit Cards, Credit, Administrative..., General Ledger, Settlement, Acct Mgmt, Credit Unions, Financial Institutions, Financial Services
Education
Concordia College-New York 2001 — 2005
Bachelor's degree, Business Administration, Management and Operations
USAlliance Federal Credit Union September 2010 - Present
USAlliance Federal Credit Union August 2007 - September 2010
Gaspari & Associates May 2005 - April 2006
Merrill Lynch August 2003 - September 2005
Skills
Accounts Payable, Account Reconciliation, Bilingual, Knowledge of computer..., Cash Management, Accounting, Internal Audit, Credit Cards, Credit, Administrative..., General Ledger, Settlement, Acct Mgmt, Credit Unions, Financial Institutions, Financial Services
Education
Concordia College-New York 2001 — 2005
Bachelor's degree, Business Administration, Management and Operations
Jeff Diacono Jeff Diacono's Merrill Lynch Experience May 2009 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Merrill Lynch October 2005 - May 2009
Merrill Lynch April 2000 - October 2005
Merrill Lynch April 1995 - March 2000
US Air Force October 1985 - March 1988
Skills
Series 7, FINRA, Series 65, Series 63, Securities, Risk Management, Wealth Management, Mutual Funds, Investment Advisory, Investments, Alternative Investments, Uniform Combined State..., Series 24, Strategic Financial..., Equities, Business Management
Education
University of Michigan-Dearborn 1988 — 1989
Business Administration
University of Maryland University College 1986 — 1988
Business Administration
Community College of the Air Force 1984 — 1988
Business Administration
Rose State College 1984 — 1985
Business Administration
Schoolcraft College 1982 — 1983
Business, Programming
Franklin High School 1979 — 1982
HS Diploma
Merrill Lynch May 2009 - Present
Merrill Lynch October 2005 - May 2009
Merrill Lynch April 2000 - October 2005
Merrill Lynch April 1995 - March 2000
US Air Force October 1985 - March 1988
Skills
Series 7, FINRA, Series 65, Series 63, Securities, Risk Management, Wealth Management, Mutual Funds, Investment Advisory, Investments, Alternative Investments, Uniform Combined State..., Series 24, Strategic Financial..., Equities, Business Management
Education
University of Michigan-Dearborn 1988 — 1989
Business Administration
University of Maryland University College 1986 — 1988
Business Administration
Community College of the Air Force 1984 — 1988
Business Administration
Rose State College 1984 — 1985
Business Administration
Schoolcraft College 1982 — 1983
Business, Programming
Franklin High School 1979 — 1982
HS Diploma
Sheridan Rothschild Sheridan Rothschild's Merrill Lynch Experience February 1994 - September 1999
Job Managing Director, Investment Banking, Mergers and Acquisitions at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 1999 - Present
Merrill Lynch February 1994 - September 1999
Skills
Strategy, Mergers & Acquisitions, Investment Banking, LBO, Restructuring, Equities, Acquisitions, Divestitures, Capital Markets, Management
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Investments and Securities
Yale University
Bachelor of Arts (B.A.), Economics, Structured Finance, Private Placements and Investment Banking
Barclays Capital September 1999 - Present
Merrill Lynch February 1994 - September 1999
Skills
Strategy, Mergers & Acquisitions, Investment Banking, LBO, Restructuring, Equities, Acquisitions, Divestitures, Capital Markets, Management
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Investments and Securities
Yale University
Bachelor of Arts (B.A.), Economics, Structured Finance, Private Placements and Investment Banking
Derek Bunting's Merrill Lynch Experience June 2008 - January 2009
Job Investment Associate at Arcano
Industry Investment Banking
Experience
Arcano February 2010 - Present
Merrill Lynch June 2008 - January 2009
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Thomson One Analytics, Private Equity, Real Estate, Mutual Funds, Finance, Fund Of Funds, Asset Management, Investments, Strategy, Corporate Finance, Valuation, Financial Modeling, Financial Analysis
Education
Northeastern University 2008 — 2010
Bachelor of Science (BSc), International Business, 3.6
Comillas Pontifical University / ICADE 2009 — 2010
International Business, N/A
Orange Coast College 2005 — 2007
General Education, 3.7
Arcano February 2010 - Present
Merrill Lynch June 2008 - January 2009
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Thomson One Analytics, Private Equity, Real Estate, Mutual Funds, Finance, Fund Of Funds, Asset Management, Investments, Strategy, Corporate Finance, Valuation, Financial Modeling, Financial Analysis
Education
Northeastern University 2008 — 2010
Bachelor of Science (BSc), International Business, 3.6
Comillas Pontifical University / ICADE 2009 — 2010
International Business, N/A
Orange Coast College 2005 — 2007
General Education, 3.7
Peter Stathatos Peter Stathatos's Merrill Lynch Experience February 1999 - March 2000
Job Principal at Peter Stathatos Consulting
Industry Management Consulting
Experience
Peter Stathatos Consulting October 2012 - Present
The Conference Board December 2011 - September 2012
Booz Allen Hamilton October 2009 - November 2011
RSM Consulting January 2008 - September 2009
Sirota Survey Intelligence April 2000 - December 2007
Merrill Lynch February 1999 - March 2000
MetLife September 1992 - January 1999
IBM 1990 - 1992
Skills
Employee Surveys, Organizational..., Team Building, Research, Management, Talent Management, Organizational..., Analysis, Interviews, Succession Planning, Survey Research, Employee Engagement, Data Analysis, Management Consulting, Program Management, Change Management, Executive Coaching, Organizational Design, Consulting, Recruiting
Education
New York University 1986 — 1998
Ph.D, Industrial/Organizational Psychology
Columbia University in the City of New York 1981 — 1985
BA, Psychology
Peter Stathatos Consulting October 2012 - Present
The Conference Board December 2011 - September 2012
Booz Allen Hamilton October 2009 - November 2011
RSM Consulting January 2008 - September 2009
Sirota Survey Intelligence April 2000 - December 2007
Merrill Lynch February 1999 - March 2000
MetLife September 1992 - January 1999
IBM 1990 - 1992
Skills
Employee Surveys, Organizational..., Team Building, Research, Management, Talent Management, Organizational..., Analysis, Interviews, Succession Planning, Survey Research, Employee Engagement, Data Analysis, Management Consulting, Program Management, Change Management, Executive Coaching, Organizational Design, Consulting, Recruiting
Education
New York University 1986 — 1998
Ph.D, Industrial/Organizational Psychology
Columbia University in the City of New York 1981 — 1985
BA, Psychology
Bryan Larrison's Merrill Lynch Experience May 2007 - March 2010
Job Partner, Hyde Park Wealth Management, LLC
Industry Financial Services
Experience
Hyde Park Wealth Management March 2010 - Present
Merrill Lynch May 2007 - March 2010
UBS Wealth Management 2005 - 2007
Smith Barney September 1994 - November 2004
Skills
Family Office, Wealth Management, Portfolio Management, Asset Managment, Private Banking, Risk Management, Financial Advisory, Equities, Investment Management, Asset Management, Strategic Financial..., High Net Worth..., Strategic Planning, Brokerage, Retirement Planning, Wealth, Investments, Finance, Financial Services, Mutual Funds, Executive Management, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Alternative Investments, Wealth Management..., Hedge Funds, Series 63, Private Equity, Estate Planning, 401k, ETFs, Retirement, Financial Planning
Education
Franklin University 1997 — 2000
Finance and Corporate Accounting
Columbus State Community College 1994 — 1996
Dublin High School 1990 — 1994
Hyde Park Wealth Management March 2010 - Present
Merrill Lynch May 2007 - March 2010
UBS Wealth Management 2005 - 2007
Smith Barney September 1994 - November 2004
Skills
Family Office, Wealth Management, Portfolio Management, Asset Managment, Private Banking, Risk Management, Financial Advisory, Equities, Investment Management, Asset Management, Strategic Financial..., High Net Worth..., Strategic Planning, Brokerage, Retirement Planning, Wealth, Investments, Finance, Financial Services, Mutual Funds, Executive Management, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Alternative Investments, Wealth Management..., Hedge Funds, Series 63, Private Equity, Estate Planning, 401k, ETFs, Retirement, Financial Planning
Education
Franklin University 1997 — 2000
Finance and Corporate Accounting
Columbus State Community College 1994 — 1996
Dublin High School 1990 — 1994
Kelsey Carpenter's Merrill Lynch Experience September 2006 - December 2006
Job Commercial Property Manager at Duke Realty Corporation
Industry Commercial Real Estate
Experience
Duke Realty Corporation January 2015 - Present
Duke Realty Corporation December 2012 - January 2015
Forest City Enterprises September 2010 - December 2012
Simon Property Group June 2008 - May 2010
Simon Property Group July 2007 - June 2008
TIGER Council - Trinity University Campus & Community Involvement May 2006 - April 2007
Merrill Lynch September 2006 - December 2006
Frost & Sullivan June 2006 - August 2006
San Antonio Food Bank January 2006 - May 2006
Skills
Property Management, Event Planning, Customer Relations, Community Outreach, Social Media, Special Events, Graphic Design, Marketing Communications, New Business Development, Client Services, Account Management, Event Management, PowerPoint, Budgets, Training, Marketing, Customer Service
Education
Trinity University 2003 — 2007
Bachelor of Arts, Double Major: Economics & Business Administration
BOMI International 2013 — 2016
Real Property Administrator (RPA) Designation, Commercial Real Estate, (In Progress)
Trident Technical College 2010 — 2010
Property Management
Community College of Allegheny County 2010 — 2010
Project Management
Duke Realty Corporation January 2015 - Present
Duke Realty Corporation December 2012 - January 2015
Forest City Enterprises September 2010 - December 2012
Simon Property Group June 2008 - May 2010
Simon Property Group July 2007 - June 2008
TIGER Council - Trinity University Campus & Community Involvement May 2006 - April 2007
Merrill Lynch September 2006 - December 2006
Frost & Sullivan June 2006 - August 2006
San Antonio Food Bank January 2006 - May 2006
Skills
Property Management, Event Planning, Customer Relations, Community Outreach, Social Media, Special Events, Graphic Design, Marketing Communications, New Business Development, Client Services, Account Management, Event Management, PowerPoint, Budgets, Training, Marketing, Customer Service
Education
Trinity University 2003 — 2007
Bachelor of Arts, Double Major: Economics & Business Administration
BOMI International 2013 — 2016
Real Property Administrator (RPA) Designation, Commercial Real Estate, (In Progress)
Trident Technical College 2010 — 2010
Property Management
Community College of Allegheny County 2010 — 2010
Project Management
Zahid Khazi Zahid Khazi's Merrill Lynch Experience July 2008 - August 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
SAC Capital July 2014 - Present
Goldman Sachs January 2011 - June 2014
Morgan Stanley January 2010 - January 2011
RBC October 2008 - January 2010
Merrill Lynch July 2008 - August 2008
Skills
Financial Modeling, Valuation, Fixed Income, Derivatives, Equities, Quantitative Finance, Capital Markets, Hedge Funds, Bloomberg, Investments, Quantitative Investing, Trading, Trading Strategies
Education
Columbia University in the City of New York 2007 — 2008
Masters, Math/Finance
SAC Capital July 2014 - Present
Goldman Sachs January 2011 - June 2014
Morgan Stanley January 2010 - January 2011
RBC October 2008 - January 2010
Merrill Lynch July 2008 - August 2008
Skills
Financial Modeling, Valuation, Fixed Income, Derivatives, Equities, Quantitative Finance, Capital Markets, Hedge Funds, Bloomberg, Investments, Quantitative Investing, Trading, Trading Strategies
Education
Columbia University in the City of New York 2007 — 2008
Masters, Math/Finance
Paige Simmons's Merrill Lynch Experience July 2013 - November 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock February 2014 - Present
Merrill Lynch July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Apollo Global Management LLC June 2011 - August 2011
Skills
Valuation, Microsoft Office, Data Analysis, Research, Investments, Capital Markets, Bloomberg, Finance, Analysis, Economics, Fixed Income, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Economics-Mathematics
Torrey Pines High School 2005 — 2009
BlackRock February 2014 - Present
Merrill Lynch July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Apollo Global Management LLC June 2011 - August 2011
Skills
Valuation, Microsoft Office, Data Analysis, Research, Investments, Capital Markets, Bloomberg, Finance, Analysis, Economics, Fixed Income, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Economics-Mathematics
Torrey Pines High School 2005 — 2009
Sharon Choe Sharon Choe's Merrill Lynch Experience October 2004 - August 2006
Job Senior Manager, Organizational Development at Deloitte Global
Industry Human Resources
Experience
Deloitte Global September 2013 - Present
Deloitte Global November 2010 - August 2013
Deloitte Consulting December 2006 - November 2010
Merrill Lynch October 2004 - August 2006
Pfizer June 2003 - August 2003
Skills
Organizational Design, Talent Management, Human Capital, Organizational..., Executive Coaching, Organizational..., Organizational Learning, 360 Feedback, Business Transformation, Workforce Planning, Change Management, Management, Onboarding, Training, Leadership Development, Consulting, Employee Engagement, Leadership
Education
Columbia University in the City of New York 2002 — 2004
M.A., Organizational Psychology
University of Michigan 1998 — 2002
B.A., Psychology
Deloitte Global September 2013 - Present
Deloitte Global November 2010 - August 2013
Deloitte Consulting December 2006 - November 2010
Merrill Lynch October 2004 - August 2006
Pfizer June 2003 - August 2003
Skills
Organizational Design, Talent Management, Human Capital, Organizational..., Executive Coaching, Organizational..., Organizational Learning, 360 Feedback, Business Transformation, Workforce Planning, Change Management, Management, Onboarding, Training, Leadership Development, Consulting, Employee Engagement, Leadership
Education
Columbia University in the City of New York 2002 — 2004
M.A., Organizational Psychology
University of Michigan 1998 — 2002
B.A., Psychology
Jamie Felker Jamie Felker's Merrill Lynch Experience November 1995 - November 2005
Job Chief Executive Officer at Abundance Wealth Counselors, LLC
Industry
Experience
Abundance Wealth Counselors, LLC December 2005 - Present
Merrill Lynch November 1995 - November 2005
Education
University of Phoenix-Colorado Campus 1999 — 2001
Master of Arts (M.A.), Organizational Leadership
Robert Morris University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Community College of Beaver County 1990 — 1992
Associate of Arts and Sciences (AAS), Aviation
Abundance Wealth Counselors, LLC December 2005 - Present
Merrill Lynch November 1995 - November 2005
Education
University of Phoenix-Colorado Campus 1999 — 2001
Master of Arts (M.A.), Organizational Leadership
Robert Morris University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Community College of Beaver County 1990 — 1992
Associate of Arts and Sciences (AAS), Aviation
Patrick Callaway Patrick Callaway's Merrill Lynch Experience September 2008 - November 2011
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2011 - Present
Merrill Lynch September 2008 - November 2011
Callaway Gardens May 2000 - August 2006
Skills
Wealth Management, Tennis, Portfolio Management, Investment Strategies, Foreign Investment, Investment Properties, Modern Portfolio Theory
Education
Columbus State University 2002 — 2007
B.S. Finance
University of Colorado at Boulder 2001 — 2002
Finance, General
Brookstone High School 1987 — 2001
Morgan Stanley Wealth Management November 2011 - Present
Merrill Lynch September 2008 - November 2011
Callaway Gardens May 2000 - August 2006
Skills
Wealth Management, Tennis, Portfolio Management, Investment Strategies, Foreign Investment, Investment Properties, Modern Portfolio Theory
Education
Columbus State University 2002 — 2007
B.S. Finance
University of Colorado at Boulder 2001 — 2002
Finance, General
Brookstone High School 1987 — 2001
Kevin Coy's Merrill Lynch Experience May 2006 - August 2006
Job Senior Software Engineer at SAP
Industry Computer Software
Experience
SAP October 2013 - Present
Sweets N' At July 2014 - Present
SmartOps, an SAP Company April 2012 - September 2013
Raytheon June 2007 - March 2012
Merrill Lynch May 2006 - August 2006
Skills
Java, GWT, MapReduce, Cloud Foundry, REST, Lombok, J2EE, Apache Camel, Spring, JAXB, JPA, JMS, Sonar, HDFS, Amazon Elastic Compute..., JUnit, Scrum, JSP, JDBC, HBase, VirtualBox, Rally, JIRA, Linux, Maven, Git, SVN, Bash, XSLT, XPath, MySQL, Oracle SQL, Eclipse, Tomcat, Ant, Jenkins, ClearCase, Checkstyle, Agilo, Rackspace, JSON, Kapow Katalyst, SMW+, SAP HANA, AMQP, Hadoop, Software Engineering, Subversion, Spring Framework
Education
Penn State University 2003 — 2007
BS, Computer Science, Minor in Engineering Entrepreneurship
Community College of Allegheny County 2002 — 2003
Rose-Hulman Institute of Technology 2002 — 2002
SAP October 2013 - Present
Sweets N' At July 2014 - Present
SmartOps, an SAP Company April 2012 - September 2013
Raytheon June 2007 - March 2012
Merrill Lynch May 2006 - August 2006
Skills
Java, GWT, MapReduce, Cloud Foundry, REST, Lombok, J2EE, Apache Camel, Spring, JAXB, JPA, JMS, Sonar, HDFS, Amazon Elastic Compute..., JUnit, Scrum, JSP, JDBC, HBase, VirtualBox, Rally, JIRA, Linux, Maven, Git, SVN, Bash, XSLT, XPath, MySQL, Oracle SQL, Eclipse, Tomcat, Ant, Jenkins, ClearCase, Checkstyle, Agilo, Rackspace, JSON, Kapow Katalyst, SMW+, SAP HANA, AMQP, Hadoop, Software Engineering, Subversion, Spring Framework
Education
Penn State University 2003 — 2007
BS, Computer Science, Minor in Engineering Entrepreneurship
Community College of Allegheny County 2002 — 2003
Rose-Hulman Institute of Technology 2002 — 2002
Edward McKeogh Edward McKeogh's Merrill Lynch Experience October 1980 - November 1990
Job Director Ecole Nationale d'Enseignement de l'Aeronautique et la Meteorologie (ENEAM) at Aerotechnie Gourdeau and AVCON
Industry Aviation & Aerospace
Experience
CAVSCO April 2011 - Present
Merrill Lynch October 1980 - November 1990
Aerotechnie Gourdeau and AVCON June 1975 - June 1980
Skills
Flight Safety
Education
National Defence College of Canada 1998 — 1999
Geopolitics and defence strategy
Concordia University 1964 — 1968
BComm, Accounting and Finance
CAVSCO April 2011 - Present
Merrill Lynch October 1980 - November 1990
Aerotechnie Gourdeau and AVCON June 1975 - June 1980
Skills
Flight Safety
Education
National Defence College of Canada 1998 — 1999
Geopolitics and defence strategy
Concordia University 1964 — 1968
BComm, Accounting and Finance
Brent Christopher Brent Christopher's Merrill Lynch Experience October 2013 - May 2014
Job Unit Training Manager at 114th Space Com Support
Industry Military
Experience
114th Space Control Squadron June 2014 - Present
Merrill Lynch October 2013 - May 2014
Air National Guard January 2003 - May 2014
Macy's May 2012 - April 2013
Sears Holdings Corporation July 2009 - January 2012
Sears Holdings Corporation July 2009 - November 2010
Publix Supermarkets October 2002 - April 2009
U.S. Army June 1998 - June 2002
Skills
Typing, 40-60 WPM Verified, Microsoft Office, Coaching, Research, Credit, Teaching, Customer Satisfaction, Time Management, Customer Service, Training, Leadership, Management, Team Building, Retail, Budgets, Marketing, Inventory Management, Leadership Development, Sales
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
Bachelor of Science, Finance
Community College of the Air Force 2006 — 2006
Associate, Applied Science; Construction Technology
114th Space Control Squadron June 2014 - Present
Merrill Lynch October 2013 - May 2014
Air National Guard January 2003 - May 2014
Macy's May 2012 - April 2013
Sears Holdings Corporation July 2009 - January 2012
Sears Holdings Corporation July 2009 - November 2010
Publix Supermarkets October 2002 - April 2009
U.S. Army June 1998 - June 2002
Skills
Typing, 40-60 WPM Verified, Microsoft Office, Coaching, Research, Credit, Teaching, Customer Satisfaction, Time Management, Customer Service, Training, Leadership, Management, Team Building, Retail, Budgets, Marketing, Inventory Management, Leadership Development, Sales
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
Bachelor of Science, Finance
Community College of the Air Force 2006 — 2006
Associate, Applied Science; Construction Technology
Dominic Siciliano Dominic Siciliano's Merrill Lynch Experience 1998 - 2008
Job Portfolio Manager, Fixed Income & Director, Trading desk.
Industry Investment Management
Experience
Addenda Capital Inc October 2008 - Present
Merrill Lynch 1998 - 2008
Montreal Exchange 1996 - 1998
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Bonds, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Equity Research
Education
1990 — 1994
Commerce, Finance
Marianopolis College
Addenda Capital Inc October 2008 - Present
Merrill Lynch 1998 - 2008
Montreal Exchange 1996 - 1998
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Bonds, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Equity Research
Education
1990 — 1994
Commerce, Finance
Marianopolis College
Sam R. Fairchild ACB,CL Sam R. Fairchild ACB,CL's Merrill Lynch Experience 2001 - October 2012
Job Owner and Manager of Fairchild Homes, LLC Member of Toaster & Ovens Toastmaster Club # 1955703
Industry Construction
Experience
Fairchild Homes, LLC November 2003 - Present
Merrill Lynch 2001 - October 2012
Techmate, Inc October 2001 - July 2002
COMSYS, INC April 1997 - December 1999
The Ohio State University October 1986 - October 1994
Gold Circle Stores 1980 - 1982
Skills
CAD 2D, CAD 3D, Google Sketchup, Microsoft Office, Budgeting, Banking, Construction, Architecture, Leadership, Budgets, AutoCAD, SketchUp, Analysis, Construction Management, Negotiation, Team Leadership, Access, Management, Visio
Education
Columbus State 2007 — 2010
Associate, Architecture
The University of Akron 1970 — 1973
Bachelor's Degree, Mathematics, Electrical Engineering, Computer Science, A
The University of Akron 1969 — 1970
Associate's Degree, Data Processing, A
The Ohio State University 1966 — 1968
none, Pre-Engineering, 2.5
Fairchild Homes, LLC November 2003 - Present
Merrill Lynch 2001 - October 2012
Techmate, Inc October 2001 - July 2002
COMSYS, INC April 1997 - December 1999
The Ohio State University October 1986 - October 1994
Gold Circle Stores 1980 - 1982
Skills
CAD 2D, CAD 3D, Google Sketchup, Microsoft Office, Budgeting, Banking, Construction, Architecture, Leadership, Budgets, AutoCAD, SketchUp, Analysis, Construction Management, Negotiation, Team Leadership, Access, Management, Visio
Education
Columbus State 2007 — 2010
Associate, Architecture
The University of Akron 1970 — 1973
Bachelor's Degree, Mathematics, Electrical Engineering, Computer Science, A
The University of Akron 1969 — 1970
Associate's Degree, Data Processing, A
The Ohio State University 1966 — 1968
none, Pre-Engineering, 2.5
Pierre-Henry Masoin Pierre-Henry Masoin's Merrill Lynch Experience February 2012 - March 2013
Job AVP, Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
Citizens Bank October 2013 - September 2014
Merrill Lynch February 2012 - March 2013
Natco Home Products October 2011 - December 2011
Landsbanki Securities (UK) Ltd, / ICA August 2008 - October 2008
Barclays Bank April 2008 - July 2008
City Index July 2007 - January 2008
Blue Ventures September 2006 - June 2007
Contractor: General Administrator, Analyst at Handelsbanken, Euromoney Institution and SunGard February 2006 - August 2006
Get Wet Watersports, Erakor Island, Vanuatu / Alton’s Dive Shop, Utila, Honduras/ January 2003 - January 2006
Skills
Finance, PowerPoint, Databases, Financial Modeling, Bloomberg, Risk Management, Financial Analysis, Credit, Valuation, Capital Markets, Accounting, Corporate Finance, Leadership, Banking, Financial Risk, Equities, Microsoft Excel, Investments
Education
Concordia University 2009 — 2011
B.COMM, Finance
University of Bath 2001 — 2003
B.Sc, Chemistry with Management
Sevenoaks School 1995 — 2000
U.S. Trust September 2014 - Present
Citizens Bank October 2013 - September 2014
Merrill Lynch February 2012 - March 2013
Natco Home Products October 2011 - December 2011
Landsbanki Securities (UK) Ltd, / ICA August 2008 - October 2008
Barclays Bank April 2008 - July 2008
City Index July 2007 - January 2008
Blue Ventures September 2006 - June 2007
Contractor: General Administrator, Analyst at Handelsbanken, Euromoney Institution and SunGard February 2006 - August 2006
Get Wet Watersports, Erakor Island, Vanuatu / Alton’s Dive Shop, Utila, Honduras/ January 2003 - January 2006
Skills
Finance, PowerPoint, Databases, Financial Modeling, Bloomberg, Risk Management, Financial Analysis, Credit, Valuation, Capital Markets, Accounting, Corporate Finance, Leadership, Banking, Financial Risk, Equities, Microsoft Excel, Investments
Education
Concordia University 2009 — 2011
B.COMM, Finance
University of Bath 2001 — 2003
B.Sc, Chemistry with Management
Sevenoaks School 1995 — 2000
Ta-Wei Chen Ta-Wei Chen's Merrill Lynch Experience 1998 - 2001
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase 2001 - Present
Merrill Lynch 1998 - 2001
IBM 1996 - 1998
Skills
Technology Integration, IT Strategy, Data Center, Low Latency, Vendor Management, Trading Systems, Architecture, Cloud Computing, Technical Leadership, Technical Architecture, Electronic Trading, System Architecture, Market Data, Infrastructure, High Performance..., Network Architecture, Routing, Enterprise Architecture, Disaster Recovery, Networking, Solaris, Unix, Enterprise Software, Virtualization, High Availability, Integration, IT Management, Solution Architecture, Distributed Systems, SOA, Business Continuity
Education
Columbia University in the City of New York
Ph.D., Environmental & Earth Sciences
Columbia University in the City of New York
M.Phil, Earth and Environmental Sciences
JP Morgan Chase 2001 - Present
Merrill Lynch 1998 - 2001
IBM 1996 - 1998
Skills
Technology Integration, IT Strategy, Data Center, Low Latency, Vendor Management, Trading Systems, Architecture, Cloud Computing, Technical Leadership, Technical Architecture, Electronic Trading, System Architecture, Market Data, Infrastructure, High Performance..., Network Architecture, Routing, Enterprise Architecture, Disaster Recovery, Networking, Solaris, Unix, Enterprise Software, Virtualization, High Availability, Integration, IT Management, Solution Architecture, Distributed Systems, SOA, Business Continuity
Education
Columbia University in the City of New York
Ph.D., Environmental & Earth Sciences
Columbia University in the City of New York
M.Phil, Earth and Environmental Sciences
Michael Dryer Michael Dryer's Merrill Lynch Experience June 2006 - October 2006
Job Partner at iTalent Consulting Group
Industry Financial Services
Experience
iTalent Consulting Group July 2012 - Present
Independent Financial Advisor August 2008 - Present
United States Air Force January 1989 - Present
Bank of America 2010 - 2012
United States Census Bureau February 2009 - May 2010
JPMorgan Chase Bank July 2007 - August 2008
Merrill Lynch June 2006 - October 2006
Boehringer Ingelheim Pharmaceuticals July 2003 - October 2005
Novartis Pharmaceuticals June 2001 - March 2003
World Lending Group January 2000 - January 2001
Skills
Insurance, Investments, Customer Service, Risk Management, Training, Sales, Recruiting, Finance, Business Development, Budgets, Workshop Facilitation, Marketing, Teamwork, Change Management, Human Resources
Education
California State University
Bachelor of Science, Kinesiology
Community College of the Air Force
Information Management
Internship, Long Beach Memorial Medical Center
iTalent Consulting Group July 2012 - Present
Independent Financial Advisor August 2008 - Present
United States Air Force January 1989 - Present
Bank of America 2010 - 2012
United States Census Bureau February 2009 - May 2010
JPMorgan Chase Bank July 2007 - August 2008
Merrill Lynch June 2006 - October 2006
Boehringer Ingelheim Pharmaceuticals July 2003 - October 2005
Novartis Pharmaceuticals June 2001 - March 2003
World Lending Group January 2000 - January 2001
Skills
Insurance, Investments, Customer Service, Risk Management, Training, Sales, Recruiting, Finance, Business Development, Budgets, Workshop Facilitation, Marketing, Teamwork, Change Management, Human Resources
Education
California State University
Bachelor of Science, Kinesiology
Community College of the Air Force
Information Management
Internship, Long Beach Memorial Medical Center
Christy Price Christy Price's Merrill Lynch Experience 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Nathan (Yu) Luo's Merrill Lynch Experience February 2015 - May 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - May 2015
Columbia University in the City of New York September 2014 - December 2014
Media Head, LLC June 2013 - December 2013
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.Sc.), Operations Research
New York University 2012 — 2014
Master of Science (M.Sc.), Electrical Engineering
McMaster University 2008 — 2012
Bachelor of Engineering (B.Eng.), Engineering Physics
Merrill Lynch February 2015 - May 2015
Columbia University in the City of New York September 2014 - December 2014
Media Head, LLC June 2013 - December 2013
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.Sc.), Operations Research
New York University 2012 — 2014
Master of Science (M.Sc.), Electrical Engineering
McMaster University 2008 — 2012
Bachelor of Engineering (B.Eng.), Engineering Physics
Salvatore Dipietro Salvatore Dipietro's Merrill Lynch Experience March 2000 - July 2002
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2012 - Present
Morgan Stanley April 2007 - March 2012
SAC Capital July 2002 - December 2006
Merrill Lynch March 2000 - July 2002
Credit Suisse July 1998 - March 2000
Solomon Smith Barney July 1997 - July 1998
Skills
Capital Markets, Equities, Equity Research, Hedge Funds, Investment Banking, Bloomberg
Education
Columbia College, Columbia University 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, History
Xavier High School 1989 — 1993
Deutsche Bank May 2012 - Present
Morgan Stanley April 2007 - March 2012
SAC Capital July 2002 - December 2006
Merrill Lynch March 2000 - July 2002
Credit Suisse July 1998 - March 2000
Solomon Smith Barney July 1997 - July 1998
Skills
Capital Markets, Equities, Equity Research, Hedge Funds, Investment Banking, Bloomberg
Education
Columbia College, Columbia University 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, History
Xavier High School 1989 — 1993
Stephanie Carvajal Stephanie Carvajal's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Online Media
Experience
YouTube October 2015 - Present
YouTube- Google June 2014 - September 2015
Rolls-Royce Corporation January 2014 - June 2014
Rolls-Royce June 2012 - December 2013
Fundación ALAS January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Columbia University,Office of the Exec.VP for Arts & Sciences,Budget Operations & Financial Planning September 2009 - June 2011
Tommy Hilfiger January 2011 - April 2011
Kings County District Attorneys Office September 2010 - December 2010
U.S. House of Representatives June 2010 - August 2010
Skills
YouTube, Spanish, Analysis, Research, Microsoft Excel, Budgets, Leadership, Contract Negotiation, Nonprofits, Proposal Writing, Economics, Customer Service, Event Management, Customer Management, Social Media, Event Planning, Spanish translation, Risk Assessment, CRM, FileMaker Pro
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics-Political Science and Hispanic Studies
Harvard Business School 2011 — 2011
SVMP Certificate, Business Management
Universitat de Barcelona / University of Barcelona 2011 — 2011
Economics, Anthtropology
Universitat Pompeu Fabra 2011 — 2011
World History
Derby College 2013 — 2013
Excellence Through Project Management Certificate
YouTube October 2015 - Present
YouTube- Google June 2014 - September 2015
Rolls-Royce Corporation January 2014 - June 2014
Rolls-Royce June 2012 - December 2013
Fundación ALAS January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Columbia University,Office of the Exec.VP for Arts & Sciences,Budget Operations & Financial Planning September 2009 - June 2011
Tommy Hilfiger January 2011 - April 2011
Kings County District Attorneys Office September 2010 - December 2010
U.S. House of Representatives June 2010 - August 2010
Skills
YouTube, Spanish, Analysis, Research, Microsoft Excel, Budgets, Leadership, Contract Negotiation, Nonprofits, Proposal Writing, Economics, Customer Service, Event Management, Customer Management, Social Media, Event Planning, Spanish translation, Risk Assessment, CRM, FileMaker Pro
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics-Political Science and Hispanic Studies
Harvard Business School 2011 — 2011
SVMP Certificate, Business Management
Universitat de Barcelona / University of Barcelona 2011 — 2011
Economics, Anthtropology
Universitat Pompeu Fabra 2011 — 2011
World History
Derby College 2013 — 2013
Excellence Through Project Management Certificate
Anthony Morrison Anthony Morrison's Merrill Lynch Experience November 1996 - November 1997
Job Regional Wholesaler Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing 2014 - Present
Regions Financial Corporation December 2013 - May 2014
BBVACOMPASS January 2013 - October 2013
Allstate Financial September 2012 - January 2013
Prudential Annuities December 2007 - February 2012
John Hancock Distributors June 2005 - December 2007
Lincoln Financial Distributors November 2002 - June 2005
Lincoln Financial Distributors September 2000 - November 2002
Delaware Investments December 1997 - September 2000
Merrill Lynch November 1996 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement
Education
Community College of Philadelphia
Associate's degree, Business Management
Eastern College
Bachelor's degree, Organizational Management
Annuity Marketing 2014 - Present
Regions Financial Corporation December 2013 - May 2014
BBVACOMPASS January 2013 - October 2013
Allstate Financial September 2012 - January 2013
Prudential Annuities December 2007 - February 2012
John Hancock Distributors June 2005 - December 2007
Lincoln Financial Distributors November 2002 - June 2005
Lincoln Financial Distributors September 2000 - November 2002
Delaware Investments December 1997 - September 2000
Merrill Lynch November 1996 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement
Education
Community College of Philadelphia
Associate's degree, Business Management
Eastern College
Bachelor's degree, Organizational Management
Julie Morel Julie Morel's Merrill Lynch Experience January 1995 - December 1997
Job Photographer at Julie Morel
Industry Photography
Experience
Studio Julie Morel September 2011 - Present
Julie Morel Photographe November 2011 - July 2014
La Presse 2012 - 2012
Les Productions de la Ruelle December 2011 - December 2011
Desjardins Valeurs Mobilières 1998 - 1998
Merrill Lynch January 1995 - December 1997
Lévesque Beaubien Geoffrion 1994 - 1995
Skills
Photography, Photo Editing, Capture One, Lightroom, Wordpress, MS Office Suite, Darkroom, Image Manipulation, Portrait Photography, Microsoft Office, Image Editing, Art, Digital Photography, Editorial, Fine Art Photography, Photoshop, Fine Art, Portraits, Commercial Photography, Photos, Photo Shoot Production, Studio Photography
Education
Concordia University 2008 — 2011
Arts, Photography
Université Laval 1991 — 1994
ba, economy
Studio Julie Morel September 2011 - Present
Julie Morel Photographe November 2011 - July 2014
La Presse 2012 - 2012
Les Productions de la Ruelle December 2011 - December 2011
Desjardins Valeurs Mobilières 1998 - 1998
Merrill Lynch January 1995 - December 1997
Lévesque Beaubien Geoffrion 1994 - 1995
Skills
Photography, Photo Editing, Capture One, Lightroom, Wordpress, MS Office Suite, Darkroom, Image Manipulation, Portrait Photography, Microsoft Office, Image Editing, Art, Digital Photography, Editorial, Fine Art Photography, Photoshop, Fine Art, Portraits, Commercial Photography, Photos, Photo Shoot Production, Studio Photography
Education
Concordia University 2008 — 2011
Arts, Photography
Université Laval 1991 — 1994
ba, economy
Nick Ferraresi Nick Ferraresi's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Mercury Capital Advisors
Industry Financial Services
Experience
Mercury Capital Advisors July 2013 - Present
Columbia University Athletics September 2011 - May 2013
Columbia University NCAA Division I Baseball August 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Zeta Beta Tau Fraternity January 2011 - February 2012
L.A. Landscapes Inc. June 2007 - July 2009
Skills
Series 7, Series 63
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Political Science
Wellington High School 2006 — 2009
Diploma
Mercury Capital Advisors July 2013 - Present
Columbia University Athletics September 2011 - May 2013
Columbia University NCAA Division I Baseball August 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Zeta Beta Tau Fraternity January 2011 - February 2012
L.A. Landscapes Inc. June 2007 - July 2009
Skills
Series 7, Series 63
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Political Science
Wellington High School 2006 — 2009
Diploma
Dean Larson's Merrill Lynch Experience 2008 - 2009
Job Partner at Middlemarch Partners LLC
Industry Financial Services
Experience
Middlemarch Partners LLC June 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
CapRok Capital February 2012 - August 2013
StormHarbour Securities April 2011 - February 2012
Chapdelaine Credit Partners June 2009 - April 2011
Merrill Lynch 2008 - 2009
UBS Investment Bank October 2004 - March 2008
Deutsche Bank January 2001 - October 2004
Goldman Sachs 1992 - 2000
Skills
Structured Products, Credit Derivatives, Securitization, Alternative Investments, CDS, Hedge Funds, Capital Markets, Derivatives, ABS, Structured Finance, Fixed Income, Bonds, Financial Structuring, High Yield, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Trading, Credit, Securities, Bloomberg, Equity Derivatives, Options, Equities, Emerging Markets, CDO, Financial Markets, Swaps, Series 7, Interest Rate...
Education
John Molson School of Business, Concordia University 1987 — 1989
MBA, Finance
McGill University 1985 — 1987
BA, Economics and Political Science
Middlemarch Partners LLC June 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
CapRok Capital February 2012 - August 2013
StormHarbour Securities April 2011 - February 2012
Chapdelaine Credit Partners June 2009 - April 2011
Merrill Lynch 2008 - 2009
UBS Investment Bank October 2004 - March 2008
Deutsche Bank January 2001 - October 2004
Goldman Sachs 1992 - 2000
Skills
Structured Products, Credit Derivatives, Securitization, Alternative Investments, CDS, Hedge Funds, Capital Markets, Derivatives, ABS, Structured Finance, Fixed Income, Bonds, Financial Structuring, High Yield, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Trading, Credit, Securities, Bloomberg, Equity Derivatives, Options, Equities, Emerging Markets, CDO, Financial Markets, Swaps, Series 7, Interest Rate...
Education
John Molson School of Business, Concordia University 1987 — 1989
MBA, Finance
McGill University 1985 — 1987
BA, Economics and Political Science
Wamiq Jawaid Wamiq Jawaid's Merrill Lynch Experience July 2004 - January 2005
Job Business Development and Content Marketing at Bloomsbury
Industry Online Media
Experience
Bloomsbury USA November 2014 - Present
W. W. Norton & Company, Inc. November 2007 - October 2014
Southasia Online / SA Global Affairs May 2006 - June 2013
W. W. Norton & Company, Inc. November 2007 - August 2009
Archipelago Books August 2007 - November 2007
Columbia University Press June 2007 - July 2007
Journal of International Affairs October 2006 - April 2007
Merrill Lynch July 2004 - January 2005
Skills
Social Media, Content Development, Marketing, New Business Development, Strategic Partnerships, Content Management, Lead Generation, Product Development, Content Strategy, Strategic Sourcing, Brand Development, Account Management, Salesforce.com, Sales, Publishing, Marketing Strategy, Social Media Marketing, Entrepreneurship, Online Publishing, Editorial, Ebooks, Books, Editing, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2008
Master of Arts (M.A.)
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Bloomsbury USA November 2014 - Present
W. W. Norton & Company, Inc. November 2007 - October 2014
Southasia Online / SA Global Affairs May 2006 - June 2013
W. W. Norton & Company, Inc. November 2007 - August 2009
Archipelago Books August 2007 - November 2007
Columbia University Press June 2007 - July 2007
Journal of International Affairs October 2006 - April 2007
Merrill Lynch July 2004 - January 2005
Skills
Social Media, Content Development, Marketing, New Business Development, Strategic Partnerships, Content Management, Lead Generation, Product Development, Content Strategy, Strategic Sourcing, Brand Development, Account Management, Salesforce.com, Sales, Publishing, Marketing Strategy, Social Media Marketing, Entrepreneurship, Online Publishing, Editorial, Ebooks, Books, Editing, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2008
Master of Arts (M.A.)
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Jay F. Mastilak, CFP®'s Merrill Lynch Experience 1980 - 1984
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Philippe Lampietti Philippe Lampietti's Merrill Lynch Experience 1989 - 1997
Job Transactions Architect & Asset Owner at Thomson Reuters Global Resources
Industry Information Technology and Services
Experience
Thomson Reuters January 2015 - Present
Thomson Reuters September 2006 - December 2014
Bloomberg LP 2003 - 2006
MetLife 1998 - 2003
Merrill Lynch 1989 - 1997
Skills
Software Design, Leadership, Management, SOA, Financial Systems Design, Integration, Web Services, Fixed Income, Trading, Analytics, Capital Markets, .NET, Unix, C#, C, Multithreading, Vendor Management, Options
Education
New York University
Master's degree
Columbia University in the City of New York
Bachelor's degree
Thomson Reuters January 2015 - Present
Thomson Reuters September 2006 - December 2014
Bloomberg LP 2003 - 2006
MetLife 1998 - 2003
Merrill Lynch 1989 - 1997
Skills
Software Design, Leadership, Management, SOA, Financial Systems Design, Integration, Web Services, Fixed Income, Trading, Analytics, Capital Markets, .NET, Unix, C#, C, Multithreading, Vendor Management, Options
Education
New York University
Master's degree
Columbia University in the City of New York
Bachelor's degree
stephen mirarchi stephen mirarchi's Merrill Lynch Experience January 1999 - May 2001
Job Portfolio Manager at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy May 2001 - Present
Merrill Lynch January 1999 - May 2001
Skills
Investments, Asset Managment, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Securities, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Management, Bonds, Insurance, Wealth Management..., Options, High Net Worth..., Hedging, Estate Planning, Retirement, Separately Managed..., Investment Strategies, Financial Advisory, Strategic Financial..., Wealth
Education
Concordia University 1992 — 1996
Bachelors of finance
CIBC Wood Gundy May 2001 - Present
Merrill Lynch January 1999 - May 2001
Skills
Investments, Asset Managment, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Securities, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Management, Bonds, Insurance, Wealth Management..., Options, High Net Worth..., Hedging, Estate Planning, Retirement, Separately Managed..., Investment Strategies, Financial Advisory, Strategic Financial..., Wealth
Education
Concordia University 1992 — 1996
Bachelors of finance
Jondra Smith's Merrill Lynch Experience January 2004 - January 2008
Job Combat Awards Action Officer
Industry Military
Experience
The Cogar Group/Army National Guard Readiness Center November 2014 - Present
District of Columbia National Guard December 2013 - October 2014
District of Columbia National Guard July 2010 - November 2013
Headquarters Air Force December 2009 - March 2010
District of Columbia Air National Guard April 2008 - December 2009
Florida Air National Guard January 2002 - March 2008
Merrill Lynch January 2004 - January 2008
Skills
Leadership, Management, Analysis, Program Management, Military, Logistics, Research, Security, Finance, Government, Outlook, Security Clearance, Microsoft Office, DoD, Training, Software Documentation, Policy, Account Reconciliation, Defense, National Security, Team Building, Customer Service
Education
School of Aerospace Medicine 2008 — 2008
Certificate of Completion, Bioenvironmental Engineering
Community College of the Air Force 2006 — 2008
Associate of Applied Sciences, Logistics Management
United States Air Force/Air National Guard
Certificate of Completion, Inventory Management; Supply Management
Florida Community College at Jacksonville
Liberal Arts
The Cogar Group/Army National Guard Readiness Center November 2014 - Present
District of Columbia National Guard December 2013 - October 2014
District of Columbia National Guard July 2010 - November 2013
Headquarters Air Force December 2009 - March 2010
District of Columbia Air National Guard April 2008 - December 2009
Florida Air National Guard January 2002 - March 2008
Merrill Lynch January 2004 - January 2008
Skills
Leadership, Management, Analysis, Program Management, Military, Logistics, Research, Security, Finance, Government, Outlook, Security Clearance, Microsoft Office, DoD, Training, Software Documentation, Policy, Account Reconciliation, Defense, National Security, Team Building, Customer Service
Education
School of Aerospace Medicine 2008 — 2008
Certificate of Completion, Bioenvironmental Engineering
Community College of the Air Force 2006 — 2008
Associate of Applied Sciences, Logistics Management
United States Air Force/Air National Guard
Certificate of Completion, Inventory Management; Supply Management
Florida Community College at Jacksonville
Liberal Arts
Kimberly Stoyanoff's Merrill Lynch Experience February 2006 - January 2008
Job Case Management Team Manager
Industry Banking
Experience
Bank of America January 2010 - September 2013
Bank of America January 2009 - January 2010
Merrill Lynch February 2006 - January 2008
Skills
Credit, Portfolio Management, Risk Management, Customer Service, Collections, Long-term Customer..., Time Management, Loan Servicing, Loan Modifications, Call Centers
Education
Community College of Allegheny County 2011 — 2015
Bachelor's degree, computer forensics
Community College of Allegheny County 1999 — 2002
Associate's degree, Psychology
Bank of America January 2010 - September 2013
Bank of America January 2009 - January 2010
Merrill Lynch February 2006 - January 2008
Skills
Credit, Portfolio Management, Risk Management, Customer Service, Collections, Long-term Customer..., Time Management, Loan Servicing, Loan Modifications, Call Centers
Education
Community College of Allegheny County 2011 — 2015
Bachelor's degree, computer forensics
Community College of Allegheny County 1999 — 2002
Associate's degree, Psychology
Wes Rodriguez Wes Rodriguez's Merrill Lynch Experience July 2012 - August 2012
Job Investment Banking Analyst at Evercore
Industry
Experience
Evercore June 2014 - Present
Columbia Youth Adventurers (CYA),Community Impact September 2011 - May 2014
Spectator Publishing Company February 2011 - December 2013
Evercore June 2013 - August 2013
CatchMyBass October 2011 - June 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Data Analysis, Spanish, Editing, Blogging
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics (B.A.)
Evercore June 2014 - Present
Columbia Youth Adventurers (CYA),Community Impact September 2011 - May 2014
Spectator Publishing Company February 2011 - December 2013
Evercore June 2013 - August 2013
CatchMyBass October 2011 - June 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Data Analysis, Spanish, Editing, Blogging
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics (B.A.)
Cato Patmon Cato Patmon's Merrill Lynch Experience January 1980 - April 1992
Job Food Service at James A. Haley VA Hospital
Industry Hospital & Health Care
Experience
James A. Haley VA Hospital March 2007 - Present
Merrill Lynch January 1980 - April 1992
Skills
Process Improvement, Customer Service, Strategic Planning, Management, Healthcare, Microsoft Office, Project Management, Team Building, Change Management, Leadership, Microsoft Excel, Operations Management, Program Management, Budgets, Cross-functional Team..., Microsoft Word, PowerPoint, Team Leadership, Training, Healthcare Management
Education
Columbus State 1980 — 1985
Associate's degree, Business Administration and Management, General, c
James A. Haley VA Hospital March 2007 - Present
Merrill Lynch January 1980 - April 1992
Skills
Process Improvement, Customer Service, Strategic Planning, Management, Healthcare, Microsoft Office, Project Management, Team Building, Change Management, Leadership, Microsoft Excel, Operations Management, Program Management, Budgets, Cross-functional Team..., Microsoft Word, PowerPoint, Team Leadership, Training, Healthcare Management
Education
Columbus State 1980 — 1985
Associate's degree, Business Administration and Management, General, c
Misty Mescher Misty Mescher's Merrill Lynch Experience December 2014 - Present
Job Technical Customer Service and sales professional
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Bank of America April 2013 - Present
Indecon Solutions July 2008 - June 2012
Butler Schein Animal Health October 2007 - July 2008
BMW Financial Services August 2005 - September 2007
Fiserv August 1999 - June 2005
Skills
Quality Assurance, Leadership, Customer Service, Troubleshooting, Testing, Account Management, Business Analysis, Team Building, Sales, Management, Time Management, Technical Support
Education
Columbus State 2010 — 2012
General Studies
Franklin University 2004 — 2006
Business Administration and Management, General
Merrill Lynch December 2014 - Present
Bank of America April 2013 - Present
Indecon Solutions July 2008 - June 2012
Butler Schein Animal Health October 2007 - July 2008
BMW Financial Services August 2005 - September 2007
Fiserv August 1999 - June 2005
Skills
Quality Assurance, Leadership, Customer Service, Troubleshooting, Testing, Account Management, Business Analysis, Team Building, Sales, Management, Time Management, Technical Support
Education
Columbus State 2010 — 2012
General Studies
Franklin University 2004 — 2006
Business Administration and Management, General
Daniel P Snell's Merrill Lynch Experience May 1985 - February 1994
Job IT Endpoint Desktop Technical Support
Industry Information Technology and Services
Experience
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines January 2014 - January 2015
Insight Global - contract to Expedia, Inc. November 2011 - December 2012
Sarcom contract to Union Bank N.A. (UBOC) August 2010 - July 2011
KPMG, LLP April 2008 - March 2009
PAC Companies April 1994 - March 2007
Merrill Lynch May 1985 - February 1994
Cable & Wireless North America August 1979 - March 1985
United States Air Force August 1971 - March 1979
Skills
System Administration, Troubleshooting, Technical Support, Security, Software Documentation, Telecommunications, Windows, Servers, Software Installation, Hardware
Education
Bellevue College, Bellevue, WA
Professional Coursework
Community College of the Air Force
Radio & Electronic Communications
Seattle Central, Seattle, WA
Network Design & Administration
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines January 2014 - January 2015
Insight Global - contract to Expedia, Inc. November 2011 - December 2012
Sarcom contract to Union Bank N.A. (UBOC) August 2010 - July 2011
KPMG, LLP April 2008 - March 2009
PAC Companies April 1994 - March 2007
Merrill Lynch May 1985 - February 1994
Cable & Wireless North America August 1979 - March 1985
United States Air Force August 1971 - March 1979
Skills
System Administration, Troubleshooting, Technical Support, Security, Software Documentation, Telecommunications, Windows, Servers, Software Installation, Hardware
Education
Bellevue College, Bellevue, WA
Professional Coursework
Community College of the Air Force
Radio & Electronic Communications
Seattle Central, Seattle, WA
Network Design & Administration
Vegas Jabino Vegas Jabino's Merrill Lynch Experience January 1998 - Present
Job Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1998 - Present
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Equities, Mutual Funds, Retirement Planning, Fixed Income, Strategic Financial..., Series 63, Asset Allocation, Banking, Investment Banking, Credit, Capital Markets, Investment Advisory, Asset Management, Securities, Loans, Alternative Investments, Credit Analysis, Derivatives, Financial Analysis, Bonds
Education
Columbia University in the City of New York 1994 — 1998
Bachelor's degree, Finance, General
Merrill Lynch January 1998 - Present
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Equities, Mutual Funds, Retirement Planning, Fixed Income, Strategic Financial..., Series 63, Asset Allocation, Banking, Investment Banking, Credit, Capital Markets, Investment Advisory, Asset Management, Securities, Loans, Alternative Investments, Credit Analysis, Derivatives, Financial Analysis, Bonds
Education
Columbia University in the City of New York 1994 — 1998
Bachelor's degree, Finance, General
Vannak Sao's Merrill Lynch Experience January 2012 - March 2012
Job CSA at Commonwealth Financial Network
Industry Financial Services
Experience
All Star Staffing, LLC June 2015 - Present
Jack Wills 2014 - 2014
Commonwealth Financial Network February 2013 - May 2013
Tangierino August 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Mercer June 2007 - September 2011
Amtec Inc February 2006 - January 2007
Skills
401k, Financial Services, Employee Benefits, Pensions, Defined Benefit, Mutual Funds, Investments, Retirement, Securities, Insurance, Series 7, Retirement Planning, Series 63, ERISA, Wealth Management, Series 6, Strategic Financial..., Microsoft Office, Finance, Microsoft Excel, Microsoft Word
Education
Community College of Rhode Island 2000 — 2002
Associates, General Studies
Attleboro High School
Community College of Rhode Island
All Star Staffing, LLC June 2015 - Present
Jack Wills 2014 - 2014
Commonwealth Financial Network February 2013 - May 2013
Tangierino August 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Mercer June 2007 - September 2011
Amtec Inc February 2006 - January 2007
Skills
401k, Financial Services, Employee Benefits, Pensions, Defined Benefit, Mutual Funds, Investments, Retirement, Securities, Insurance, Series 7, Retirement Planning, Series 63, ERISA, Wealth Management, Series 6, Strategic Financial..., Microsoft Office, Finance, Microsoft Excel, Microsoft Word
Education
Community College of Rhode Island 2000 — 2002
Associates, General Studies
Attleboro High School
Community College of Rhode Island
Rikin Shah Rikin Shah's Merrill Lynch Experience October 2007 - February 2008
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Ribbit Capital June 2014 - August 2014
Stone Point Capital September 2011 - April 2013
JPMorgan June 2009 - June 2011
Merrill Lynch October 2007 - February 2008
Skills
Financial Modeling, Mergers, Private Equity, LBO, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, M&A experience, DCF, Business Valuation, Entrepreneurship, Competitive Analysis, Business Strategy, Market Analysis, Investments, Mergers, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2005 — 2009
B.S., Applied Mathematics, Economics
The Loomis Chaffee School 2001 — 2005
High School Diploma
Ribbit Capital June 2014 - August 2014
Stone Point Capital September 2011 - April 2013
JPMorgan June 2009 - June 2011
Merrill Lynch October 2007 - February 2008
Skills
Financial Modeling, Mergers, Private Equity, LBO, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, M&A experience, DCF, Business Valuation, Entrepreneurship, Competitive Analysis, Business Strategy, Market Analysis, Investments, Mergers, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2005 — 2009
B.S., Applied Mathematics, Economics
The Loomis Chaffee School 2001 — 2005
High School Diploma
Rebecca Daneault Rebecca Daneault's Merrill Lynch Experience November 2005 - September 2010
Job Freelance Writing and Marketing Consultant
Industry Writing and Editing
Experience
Future of Work Community April 2014 - Present
Rebecca Daneault - Freelance Writing Consultant April 2008 - Present
Self Employed 2008 - Present
Merrill Lynch November 2005 - September 2010
Prudential Financial October 2004 - October 2005
Manpower October 2002 - June 2003
Dean Foods/Suiza/Garelick Farms November 1994 - September 2002
Skills
Writing, Editing, Online Marketing, Data Entry, Excel, Microsoft Office, Accounts Payable, Social Media Marketing, Microsoft Excel, Marketing, SEO, Press Releases, Market Research, Sales, Human Resources, Social Media, Web Content, Social Networking, Facebook
Education
Community College of Rhode Island 2003 — 2007
A.S., Business
Future of Work Community April 2014 - Present
Rebecca Daneault - Freelance Writing Consultant April 2008 - Present
Self Employed 2008 - Present
Merrill Lynch November 2005 - September 2010
Prudential Financial October 2004 - October 2005
Manpower October 2002 - June 2003
Dean Foods/Suiza/Garelick Farms November 1994 - September 2002
Skills
Writing, Editing, Online Marketing, Data Entry, Excel, Microsoft Office, Accounts Payable, Social Media Marketing, Microsoft Excel, Marketing, SEO, Press Releases, Market Research, Sales, Human Resources, Social Media, Web Content, Social Networking, Facebook
Education
Community College of Rhode Island 2003 — 2007
A.S., Business
Stephen Wolfe's Merrill Lynch Experience May 2005 - April 2009
Job Partner at Mainsail Partners
Industry Venture Capital & Private Equity
Experience
Mainsail Partners February 2015 - Present
Ncontracts May 2015 - Present
nCourt, LLC October 2013 - Present
Netchemia April 2013 - February 2015
Mainsail Partners January 2012 - February 2015
PayLease, LLC September 2012 - June 2014
Vector Capital May 2009 - January 2012
Merrill Lynch May 2005 - April 2009
Credit Suisse 2003 - 2005
Education
Columbia University in the City of New York 1999 — 2003
Phillips Exeter Academy 1995 — 1999
Mainsail Partners February 2015 - Present
Ncontracts May 2015 - Present
nCourt, LLC October 2013 - Present
Netchemia April 2013 - February 2015
Mainsail Partners January 2012 - February 2015
PayLease, LLC September 2012 - June 2014
Vector Capital May 2009 - January 2012
Merrill Lynch May 2005 - April 2009
Credit Suisse 2003 - 2005
Education
Columbia University in the City of New York 1999 — 2003
Phillips Exeter Academy 1995 — 1999
Manuel Loureiro III Manuel Loureiro III's Merrill Lynch Experience March 2014 - August 2014
Job Financial Consultant
Industry Financial Services
Experience
The ML3 Fund, LLC February 2011 - Present
Commonwealth Foreign Exchange April 2015 - October 2015
Merrill Lynch March 2014 - August 2014
Ocean State School of Gymnastics May 2007 - March 2014
Apiary Fund October 2010 - November 2011
Skills
FX trading, Equity Trading, Stock Trading, Trading Strategies, Investments, Finance, Financial Markets, Trading, Mutual Funds, Series 7, Currency, Foreign Exchange, Bloomberg, Securities, FX Trading, Fixed Income, Equities
Education
Community College of Rhode Island 2007 — 2012
Associate of Arts (AA)
The ML3 Fund, LLC February 2011 - Present
Commonwealth Foreign Exchange April 2015 - October 2015
Merrill Lynch March 2014 - August 2014
Ocean State School of Gymnastics May 2007 - March 2014
Apiary Fund October 2010 - November 2011
Skills
FX trading, Equity Trading, Stock Trading, Trading Strategies, Investments, Finance, Financial Markets, Trading, Mutual Funds, Series 7, Currency, Foreign Exchange, Bloomberg, Securities, FX Trading, Fixed Income, Equities
Education
Community College of Rhode Island 2007 — 2012
Associate of Arts (AA)
T. Ben MacMinn T. Ben MacMinn's Merrill Lynch Experience January 2013 - May 2013
Job Marketing Director at ChickfilA
Industry Food & Beverages
Experience
Chick-fil-A January 2015 - Present
Chick-fil-A April 2014 - January 2015
Carmike Cinemas May 2013 - April 2014
Carmike Cinemas May 2013 - April 2014
Merrill Lynch January 2013 - May 2013
LaGrange College August 2011 - May 2013
AMF February 2009 - August 2011
Skills
Social Media Marketing, Leadership, Social Media, Event Planning, Customer Service, Marketing, Sales, Management, Microsoft Office, Reliability, Philanthropy, Church Administration, Communication, Facebook, Multi Tasking, Adaptability, PowerPoint, Coaching, Operational Excellence, Team Building, Leadership Development, Due Diligence, Driven By Results
Education
Columbus State University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
LaGrange College 2010 — 2013
Bachelor of Arts (BA)
Chick-fil-A January 2015 - Present
Chick-fil-A April 2014 - January 2015
Carmike Cinemas May 2013 - April 2014
Carmike Cinemas May 2013 - April 2014
Merrill Lynch January 2013 - May 2013
LaGrange College August 2011 - May 2013
AMF February 2009 - August 2011
Skills
Social Media Marketing, Leadership, Social Media, Event Planning, Customer Service, Marketing, Sales, Management, Microsoft Office, Reliability, Philanthropy, Church Administration, Communication, Facebook, Multi Tasking, Adaptability, PowerPoint, Coaching, Operational Excellence, Team Building, Leadership Development, Due Diligence, Driven By Results
Education
Columbus State University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
LaGrange College 2010 — 2013
Bachelor of Arts (BA)
Peter Wu, CISSP's Merrill Lynch Experience July 1999 - April 2000
Job Vice President at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs 2008 - Present
Goldman Sachs 2007 - Present
Goldman Sachs 2011 - 2014
Goldman Sachs 2006 - 2007
Goldman Sachs 2004 - 2007
Goldman Sachs 2001 - 2004
Wu Consulting April 2000 - December 2000
Merrill Lynch July 1999 - April 2000
ABC/Disney Online March 1997 - July 1999
Lehman Brothers February 1996 - March 1997
Skills
Unix, Web Applications, Oracle, Sybase, Enterprise Architecture, Commodity, Management, Java, Software Development, Risk Management, Vendor Management, SDLC, IT Strategy, Servlets, Perl, Asset Management, Mobile Applications, iOS development, Mobile Technology, Application Security..., Social Media, Digital Strategy, Business Analysis, EJB, Financial Services, SQL, Software Project..., Market Data, Multi-factor..., JavaScriptMVC, Security Architecture, Security Architecture..., Security, JSP, Anomaly Detection, Fraud Analysis
Education
Columbia University in the City of New York 1988 — 1992
B.S.
Bronx Science 1984 — 1988
Goldman Sachs 2008 - Present
Goldman Sachs 2007 - Present
Goldman Sachs 2011 - 2014
Goldman Sachs 2006 - 2007
Goldman Sachs 2004 - 2007
Goldman Sachs 2001 - 2004
Wu Consulting April 2000 - December 2000
Merrill Lynch July 1999 - April 2000
ABC/Disney Online March 1997 - July 1999
Lehman Brothers February 1996 - March 1997
Skills
Unix, Web Applications, Oracle, Sybase, Enterprise Architecture, Commodity, Management, Java, Software Development, Risk Management, Vendor Management, SDLC, IT Strategy, Servlets, Perl, Asset Management, Mobile Applications, iOS development, Mobile Technology, Application Security..., Social Media, Digital Strategy, Business Analysis, EJB, Financial Services, SQL, Software Project..., Market Data, Multi-factor..., JavaScriptMVC, Security Architecture, Security Architecture..., Security, JSP, Anomaly Detection, Fraud Analysis
Education
Columbia University in the City of New York 1988 — 1992
B.S.
Bronx Science 1984 — 1988
Curtis Villars's Merrill Lynch Experience 1987 - 1991
Job Vice President Product and Innovation at MasterCard
Industry Marketing and Advertising
Experience
MasterCard Advisors April 2013 - Present
MasterCard Advisors April 2011 - April 2013
Experian August 2006 - May 2011
Digitas January 2005 - August 2006
American Express 1995 - 2005
Bankers Trust 1993 - 1995
Deloitte 1993 - 1993
Grolier Publishing 1991 - 1993
Merrill Lynch 1987 - 1991
Bell Labs 1983 - 1987
Skills
Database Marketing, Analytics, Segmentation, Marketing Analytics, Customer Insight, Multi-channel Marketing, Web Analytics, Statistical Modeling, Risk Management, Analysis, Predictive Modeling, Predictive Analytics, Customer Acquisition, Customer Analysis, Direct Marketing, Loyalty Marketing, Loyalty Programs, Digital Marketing, SAS, Strategic Partnerships, Credit Cards, Channel Optimization, Financial Services, Business Analytics, CRM, Data Mining, Online Advertising, Quantitative Analytics, Data Analytic, Business Intelligence, Data Analytics, Business Development, Online Marketing, Strategy, Lead Generation, Interactive Marketing, Management, Leadership, Marketing, Consulting, Product Management, Integrated Marketing
Education
New York University 1985 — 1987
MS, Economics
University of Minnesota 1981 — 1983
MBA, Quantitative Analysis
Concordia College 1977 — 1980
BA, Economics, Mathematics
MasterCard Advisors April 2013 - Present
MasterCard Advisors April 2011 - April 2013
Experian August 2006 - May 2011
Digitas January 2005 - August 2006
American Express 1995 - 2005
Bankers Trust 1993 - 1995
Deloitte 1993 - 1993
Grolier Publishing 1991 - 1993
Merrill Lynch 1987 - 1991
Bell Labs 1983 - 1987
Skills
Database Marketing, Analytics, Segmentation, Marketing Analytics, Customer Insight, Multi-channel Marketing, Web Analytics, Statistical Modeling, Risk Management, Analysis, Predictive Modeling, Predictive Analytics, Customer Acquisition, Customer Analysis, Direct Marketing, Loyalty Marketing, Loyalty Programs, Digital Marketing, SAS, Strategic Partnerships, Credit Cards, Channel Optimization, Financial Services, Business Analytics, CRM, Data Mining, Online Advertising, Quantitative Analytics, Data Analytic, Business Intelligence, Data Analytics, Business Development, Online Marketing, Strategy, Lead Generation, Interactive Marketing, Management, Leadership, Marketing, Consulting, Product Management, Integrated Marketing
Education
New York University 1985 — 1987
MS, Economics
University of Minnesota 1981 — 1983
MBA, Quantitative Analysis
Concordia College 1977 — 1980
BA, Economics, Mathematics
Edward Komito's Merrill Lynch Experience November 2002 - March 2004
Job Elk Capital Advisors LLC, Managing Member
Industry Financial Services
Experience
Elk Capital Advisors, LLC April 2011 - Present
Celadon Financial Group LLC 2012 - 2014
Elk Financial Investments March 2004 - November 2012
Merrill Lynch November 2002 - March 2004
Morgan Stanley November 2000 - November 2002
Skills
Alternative Investments, Hedge Funds, Series 7, Investments, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Fund Of Funds, Investment Advisory, Equities, Asset Allocation, Securities, Fixed Income, Investment Strategies, Wealth Management, Investment Management, Series 63, Due Diligence, Derivatives, Trading, Electronic Trading, Options, Financial Markets, Equity Trading
Education
Concord Law School - Kaplan University 2000 — 2002
Fairleigh Dickinson University 1977 — 1981
BS, Finance/Economics
Elk Capital Advisors, LLC April 2011 - Present
Celadon Financial Group LLC 2012 - 2014
Elk Financial Investments March 2004 - November 2012
Merrill Lynch November 2002 - March 2004
Morgan Stanley November 2000 - November 2002
Skills
Alternative Investments, Hedge Funds, Series 7, Investments, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Fund Of Funds, Investment Advisory, Equities, Asset Allocation, Securities, Fixed Income, Investment Strategies, Wealth Management, Investment Management, Series 63, Due Diligence, Derivatives, Trading, Electronic Trading, Options, Financial Markets, Equity Trading
Education
Concord Law School - Kaplan University 2000 — 2002
Fairleigh Dickinson University 1977 — 1981
BS, Finance/Economics
Patrick Kao's Merrill Lynch Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
University of San Francisco January 2014 - Present
Novelti Fabric Inc January 2011 - December 2014
University of San Francisco January 2011 - January 2014
Novelti Fabric Inc May 2005 - December 2010
Nasdaq 2004 - May 2005
SunGard Data Systems September 2002 - December 2004
Brut ECN May 2001 - September 2002
Katmango 2000 - 2001
Merrill Lynch 1997 - 2000
Skills
Quality Assurance, Java, Linux, Creative Direction, SQL, Management, Project Management, Software Development, Business Analysis, Operations Management, Reporting & Analysis
Education
Columbia University in the City of New York 1994 — 1998
Bachelor of Science (BS)
University of San Francisco January 2014 - Present
Novelti Fabric Inc January 2011 - December 2014
University of San Francisco January 2011 - January 2014
Novelti Fabric Inc May 2005 - December 2010
Nasdaq 2004 - May 2005
SunGard Data Systems September 2002 - December 2004
Brut ECN May 2001 - September 2002
Katmango 2000 - 2001
Merrill Lynch 1997 - 2000
Skills
Quality Assurance, Java, Linux, Creative Direction, SQL, Management, Project Management, Software Development, Business Analysis, Operations Management, Reporting & Analysis
Education
Columbia University in the City of New York 1994 — 1998
Bachelor of Science (BS)
Tamara Hazlett's Merrill Lynch Experience March 2004 - 2009
Job Senior Vice President / Product Owner Performance & Talent Management at Bank of America
Industry Financial Services
Experience
Bank of America 2011 - Present
Bank of America 2009 - 2011
Merrill Lynch March 2004 - 2009
Skills
Change Management, Talent Management, Performance Management, Organizational..., Business Process..., Organizational..., Vendor Management, Employee Engagement, Human Resources, Strategic Planning, Product Design, Product Development, Leadership Development, Leadership, Organizational Design, Experienced Business..., Program Management, Risk Management, Functional Analysis, Functional Design, Product Management, Software Implementation, Service Delivery...
Education
Columbia University in the City of New York 2002 — 2003
Master of Arts (M.A.), Organizational Psychology
Pennsylvania State University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Bank of America 2011 - Present
Bank of America 2009 - 2011
Merrill Lynch March 2004 - 2009
Skills
Change Management, Talent Management, Performance Management, Organizational..., Business Process..., Organizational..., Vendor Management, Employee Engagement, Human Resources, Strategic Planning, Product Design, Product Development, Leadership Development, Leadership, Organizational Design, Experienced Business..., Program Management, Risk Management, Functional Analysis, Functional Design, Product Management, Software Implementation, Service Delivery...
Education
Columbia University in the City of New York 2002 — 2003
Master of Arts (M.A.), Organizational Psychology
Pennsylvania State University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Sal Rosamilia's Merrill Lynch Experience April 2011 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
American Mortgage Company January 2003 - March 2011
New Jersey Ironmen 2007 - March 2009
Kentwood Financial Services September 1997 - December 2002
Skills
Asset Management, Banking, Advertising, Customer Service, Financial Analysis, Fundraising, Insurance, Investments, Marketing, Mortgage Lending, Public Speaking, Sales, Sales Management, Sponsorship, Sports, Sports Marketing, Leadership
Education
Columbia University in the City of New York 1988 — 1992
Merrill Lynch April 2011 - Present
American Mortgage Company January 2003 - March 2011
New Jersey Ironmen 2007 - March 2009
Kentwood Financial Services September 1997 - December 2002
Skills
Asset Management, Banking, Advertising, Customer Service, Financial Analysis, Fundraising, Insurance, Investments, Marketing, Mortgage Lending, Public Speaking, Sales, Sales Management, Sponsorship, Sports, Sports Marketing, Leadership
Education
Columbia University in the City of New York 1988 — 1992
Remon Lapid's Merrill Lynch Experience 1994 - 1998
Job Owner, Medical Code Solutions
Industry Information Services
Experience
The Software Foundry, Inc. May 2002 - Present
Merrill Lynch 1994 - 1998
Salomon Brothers 1987 - 1990
Advanced Computer Techniques 1977 - 1978
Skills
Healthcare, Start-ups, Entrepreneurship, Strategic Planning, Team Building, Team Leadership, Marketing Strategy, Social Media, Public Speaking, Wellness, Microsoft Excel, Practice Management, SQL, Software Development, Customer Service, Analysis, Online Marketing, Contract Negotiation, Product Development, Project Management, Strategy, Leadership, E-commerce, Cloud Computing, Management Consulting, Product Management, Business Development, Consulting, Program Management, Microsoft Office, Management, Data Analysis, SaaS, Business Strategy
Education
Columbia University in the City of New York 1972 — 1975
BA, Psychology
The Software Foundry, Inc. May 2002 - Present
Merrill Lynch 1994 - 1998
Salomon Brothers 1987 - 1990
Advanced Computer Techniques 1977 - 1978
Skills
Healthcare, Start-ups, Entrepreneurship, Strategic Planning, Team Building, Team Leadership, Marketing Strategy, Social Media, Public Speaking, Wellness, Microsoft Excel, Practice Management, SQL, Software Development, Customer Service, Analysis, Online Marketing, Contract Negotiation, Product Development, Project Management, Strategy, Leadership, E-commerce, Cloud Computing, Management Consulting, Product Management, Business Development, Consulting, Program Management, Microsoft Office, Management, Data Analysis, SaaS, Business Strategy
Education
Columbia University in the City of New York 1972 — 1975
BA, Psychology
Sofia Shved's Merrill Lynch Experience January 1998 - September 2000
Job Sr. Software Engineer
Industry Financial Services
Experience
Office of Information Technology, State of New Jersey August 2009 - Present
JPMorgan September 2000 - December 2008
Merrill Lynch January 1998 - September 2000
CAE Electronics Ltd. November 1991 - January 1998
GeoVision August 1990 - November 1991
Philips May 1988 - July 1990
Skills
Trading, Business Analysis, Databases, Software Development, SDLC, C#, SOA, Requirements Analysis
Education
Concordia University 1982 — 1988
Master in Science, Computer Science
Office of Information Technology, State of New Jersey August 2009 - Present
JPMorgan September 2000 - December 2008
Merrill Lynch January 1998 - September 2000
CAE Electronics Ltd. November 1991 - January 1998
GeoVision August 1990 - November 1991
Philips May 1988 - July 1990
Skills
Trading, Business Analysis, Databases, Software Development, SDLC, C#, SOA, Requirements Analysis
Education
Concordia University 1982 — 1988
Master in Science, Computer Science
Brian Lovely's Merrill Lynch Experience January 2011 - March 2011
Job Web Accessibility and Development testing Consultant
Industry Internet
Experience
Open to new opportunities July 2015 - Present
Alliance Data October 2014 - Present
The Columbus Dispatch October 2012 - September 2014
Abercrombie & Fitch February 2012 - July 2012
Victoria's Secret September 2011 - April 2012
Blue Diesel July 2011 - September 2011
Lowes March 2011 - June 2011
Merrill Lynch January 2011 - March 2011
Rosetta 2008 - 2010
Nationwide Insurance 2005 - 2005
Skills
XHTML, jQuery, JavaScript, Accessibility, User Interface, HTML5, CSS, AJAX, PHP, HTML, CMS, Subversion, Front-end Development, JSON, HTML + CSS, Web Standards, Front-end, HTML 5, Mobile Applications, E-commerce, Cross-browser..., User Experience, Information Architecture, Web Development, User Interface Design, Web Applications, Joomla, Web Project Management, Flash, MySQL, Ruby
Education
Columbus State 2001 — 2003
Associate's degree, Interactive Multimedia
Shenandoah High School
Open to new opportunities July 2015 - Present
Alliance Data October 2014 - Present
The Columbus Dispatch October 2012 - September 2014
Abercrombie & Fitch February 2012 - July 2012
Victoria's Secret September 2011 - April 2012
Blue Diesel July 2011 - September 2011
Lowes March 2011 - June 2011
Merrill Lynch January 2011 - March 2011
Rosetta 2008 - 2010
Nationwide Insurance 2005 - 2005
Skills
XHTML, jQuery, JavaScript, Accessibility, User Interface, HTML5, CSS, AJAX, PHP, HTML, CMS, Subversion, Front-end Development, JSON, HTML + CSS, Web Standards, Front-end, HTML 5, Mobile Applications, E-commerce, Cross-browser..., User Experience, Information Architecture, Web Development, User Interface Design, Web Applications, Joomla, Web Project Management, Flash, MySQL, Ruby
Education
Columbus State 2001 — 2003
Associate's degree, Interactive Multimedia
Shenandoah High School
Kurtis Kessler's Merrill Lynch Experience September 1993 - August 1994
Job Chief, Health Administration Service
Industry Hospital & Health Care
Experience
Hampton VA Medical Center January 2015 - Present
VA North Texas Health Care System July 2013 - January 2015
Department of Veterans Affairs July 2012 - July 2013
Washington DC VA Medical Center June 2009 - July 2012
VA Bay Pines Health Care System September 2007 - June 2009
Central Intelligence Agency September 1994 - April 2000
Merrill Lynch September 1993 - August 1994
U.S. Air Force August 1985 - September 1993
Skills
Government, Program Management, Grants, Leadership, Non-profits, Budgets, Strategic Planning, Leadership Development, Data Analysis, Community Outreach, Program Evaluation, Healthcare, Policy Analysis, Public Health, Public Policy, Organizational..., Analysis, Nonprofits
Education
The Johns Hopkins University - Carey Business School 1991 — 1993
MS, Business/Financial Management
University of Maryland University College 1987 — 1991
BA, Business Management
Community College of the US Air Force 1987 — 1990
A.A.S., Intelligence Collection
Defense Language Institute 1985 — 1986
Russian
Gulf High School
University of Phoenix
Health Administration (Doctoral Studies)
Hampton VA Medical Center January 2015 - Present
VA North Texas Health Care System July 2013 - January 2015
Department of Veterans Affairs July 2012 - July 2013
Washington DC VA Medical Center June 2009 - July 2012
VA Bay Pines Health Care System September 2007 - June 2009
Central Intelligence Agency September 1994 - April 2000
Merrill Lynch September 1993 - August 1994
U.S. Air Force August 1985 - September 1993
Skills
Government, Program Management, Grants, Leadership, Non-profits, Budgets, Strategic Planning, Leadership Development, Data Analysis, Community Outreach, Program Evaluation, Healthcare, Policy Analysis, Public Health, Public Policy, Organizational..., Analysis, Nonprofits
Education
The Johns Hopkins University - Carey Business School 1991 — 1993
MS, Business/Financial Management
University of Maryland University College 1987 — 1991
BA, Business Management
Community College of the US Air Force 1987 — 1990
A.A.S., Intelligence Collection
Defense Language Institute 1985 — 1986
Russian
Gulf High School
University of Phoenix
Health Administration (Doctoral Studies)
Traci Spero's Merrill Lynch Experience September 2001 - November 2001
Job Director, Talent Strategy and Insights at Macy's
Industry Retail
Experience
Macy's September 2012 - Present
St. Francis College 2007 - Present
NYC Health and Hospitals Corporation August 2005 - September 2012
Department of Citywide Administrative Services August 2004 - August 2005
Lieberman Research Group December 2003 - August 2004
Jobson Publishing May 2002 - November 2002
Merrill Lynch September 2001 - November 2001
HSBC Securities February 2001 - September 2001
KeySpan Energy September 2000 - February 2001
Abercrombie & Fitch July 1997 - September 2000
Skills
Organizational..., Operational Efficiency, Talent Management, Organizational Design..., Change Management, Cultural Transformation, Business Transformation, Simplification, System Design, Policy Analysis, Leadership Development, Succession Planning, Cognition, Process Mapping, Job Analysis, Talent Assessment, Competency Modeling, Talent Selection, Data Visualization, Human Resources, People Development, Leadership, Coaching
Education
Columbia University in the City of New York
MA, Organizational Psychology - Change Management & Consultation
St. Francis College
BA, Psychology
Macy's September 2012 - Present
St. Francis College 2007 - Present
NYC Health and Hospitals Corporation August 2005 - September 2012
Department of Citywide Administrative Services August 2004 - August 2005
Lieberman Research Group December 2003 - August 2004
Jobson Publishing May 2002 - November 2002
Merrill Lynch September 2001 - November 2001
HSBC Securities February 2001 - September 2001
KeySpan Energy September 2000 - February 2001
Abercrombie & Fitch July 1997 - September 2000
Skills
Organizational..., Operational Efficiency, Talent Management, Organizational Design..., Change Management, Cultural Transformation, Business Transformation, Simplification, System Design, Policy Analysis, Leadership Development, Succession Planning, Cognition, Process Mapping, Job Analysis, Talent Assessment, Competency Modeling, Talent Selection, Data Visualization, Human Resources, People Development, Leadership, Coaching
Education
Columbia University in the City of New York
MA, Organizational Psychology - Change Management & Consultation
St. Francis College
BA, Psychology
Val Wagner's Merrill Lynch Experience 2006 - 2008
Job Client Solutions and Services, MSCI
Industry Financial Services
Experience
MSCI Inc. 2008 - Present
Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bankers Trust 1986 - 1995
Skills
Fixed Income, Change Management, Derivatives, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Investment Management, Trading Systems, Capital Markets, Prime Brokerage, Credit Derivatives
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
Yale University 1976 — 1980
BA, Physics and Philosophy
MSCI Inc. 2008 - Present
Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bankers Trust 1986 - 1995
Skills
Fixed Income, Change Management, Derivatives, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Investment Management, Trading Systems, Capital Markets, Prime Brokerage, Credit Derivatives
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
Yale University 1976 — 1980
BA, Physics and Philosophy
Shaun Dumaine's Merrill Lynch Experience March 2015 - Present
Job Preferred Transition Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Scottrade November 2012 - November 2014
Charles Schwab February 2010 - November 2012
Bob Evans March 2009 - February 2010
Aisin U.S.A. Mfg., Inc. November 2005 - March 2009
Interstate Welding & Fabrication/ Lenex Steel October 2003 - November 2005
Friendly Ice Cream March 1998 - July 2003
Dunkin Donuts September 1994 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Training, PowerPoint, Outlook, Team Leadership, Data Entry, Teamwork, Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Food, Finance, Financial Services, Restaurants, Leadership Development, Options, Leadership, Securities, Equities, Customer Satisfaction
Education
Indiana State University - Scott College of Business 2005 — 2008
Bachelor of Science, Management, Finance
Community College of Rhode Island 1998 — 2002
Associate of Arts, General Studies
Merrill Lynch March 2015 - Present
Scottrade November 2012 - November 2014
Charles Schwab February 2010 - November 2012
Bob Evans March 2009 - February 2010
Aisin U.S.A. Mfg., Inc. November 2005 - March 2009
Interstate Welding & Fabrication/ Lenex Steel October 2003 - November 2005
Friendly Ice Cream March 1998 - July 2003
Dunkin Donuts September 1994 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Training, PowerPoint, Outlook, Team Leadership, Data Entry, Teamwork, Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Food, Finance, Financial Services, Restaurants, Leadership Development, Options, Leadership, Securities, Equities, Customer Satisfaction
Education
Indiana State University - Scott College of Business 2005 — 2008
Bachelor of Science, Management, Finance
Community College of Rhode Island 1998 — 2002
Associate of Arts, General Studies
Tanvi Shah's Merrill Lynch Experience March 2005 - October 2009
Job Director, Global Banking and Markets
Industry Financial Services
Experience
Bank of America August 2015 - Present
Citigroup October 2009 - August 2015
Merrill Lynch March 2005 - October 2009
JPMorgan Chase January 2002 - March 2005
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Series 7, Securities, Derivatives, Trading Systems, Series 63, FINRA, Asset Managment, Hedge Funds, Credit Derivatives, Financial Services, Corporate Finance, Structured Products, Financial Analysis, Prime Brokerage, Financial Modeling, Electronic Trading, Risk Management, Valuation, Asset Management, Investments, Swaps, Financial Risk, Market Data, Middle Office, Banking, Securitization, Portfolio Management, AML, Finance, Structured Finance, Options, Equity Trading, Financial Markets, Alternative Investments, Bloomberg, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
Bank of America August 2015 - Present
Citigroup October 2009 - August 2015
Merrill Lynch March 2005 - October 2009
JPMorgan Chase January 2002 - March 2005
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Series 7, Securities, Derivatives, Trading Systems, Series 63, FINRA, Asset Managment, Hedge Funds, Credit Derivatives, Financial Services, Corporate Finance, Structured Products, Financial Analysis, Prime Brokerage, Financial Modeling, Electronic Trading, Risk Management, Valuation, Asset Management, Investments, Swaps, Financial Risk, Market Data, Middle Office, Banking, Securitization, Portfolio Management, AML, Finance, Structured Finance, Options, Equity Trading, Financial Markets, Alternative Investments, Bloomberg, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
Christopher McAdoo's Merrill Lynch Experience March 1992 - August 2001
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
Citi August 2001 - August 2006
Merrill Lynch March 1992 - August 2001
Education
University of Maryland College Park 1985 — 1987
Business/Commerce, General
Community College of the Air Force 1983 — 1985
Associate's degree, Communications Technology
UBS Wealth Management August 2006 - Present
Citi August 2001 - August 2006
Merrill Lynch March 1992 - August 2001
Education
University of Maryland College Park 1985 — 1987
Business/Commerce, General
Community College of the Air Force 1983 — 1985
Associate's degree, Communications Technology
Carolyn Woody's Merrill Lynch Experience 2007 - 2008
Job Investment Advisor at Woodbury Financial Services, Inc
Industry Financial Services
Experience
Woodbury Financial Services, Inc August 2010 - Present
New York Life January 2009 - January 2010
Merrill Lynch 2007 - 2008
AXA Financial April 2003 - December 2007
KPMG Consulting 1998 - 2002
WordPerfect Corp 1991 - 1994
ComputerLand 1986 - 1989
Skills
Finance, Leadership, Retirement Planning, Sales, Wealth Management, Strategic Planning, Investments, Strategic Financial..., Mutual Funds, Customer Service, Series 7, Program Management, Management
Education
Columbus State University 1987 — 1989
MBA, Finance/Computer Information Mangement
Roxborough High School
Woodbury Financial Services, Inc August 2010 - Present
New York Life January 2009 - January 2010
Merrill Lynch 2007 - 2008
AXA Financial April 2003 - December 2007
KPMG Consulting 1998 - 2002
WordPerfect Corp 1991 - 1994
ComputerLand 1986 - 1989
Skills
Finance, Leadership, Retirement Planning, Sales, Wealth Management, Strategic Planning, Investments, Strategic Financial..., Mutual Funds, Customer Service, Series 7, Program Management, Management
Education
Columbus State University 1987 — 1989
MBA, Finance/Computer Information Mangement
Roxborough High School
Marc Harbatkin's Merrill Lynch Experience November 1990 - June 2000
Job Digital Service Expert at United States Digital Service
Industry Computer Software
Experience
United States Digital Service October 2015 - Present
STC Media Partners October 2013 - October 2015
Starfire Technology, LLC January 2008 - October 2013
CBIZ September 2006 - February 2008
Self-Employed January 2002 - August 2004
Express Returns July 2000 - December 2002
Merrill Lynch November 1990 - June 2000
Skills
Ruby, Ruby on Rails, JavaScript, MySQL, Java, CSS, Software Project..., Analysis, Project Management, SQL, Web Development, Software Development, C++, PHP, HTML, Programming, Data Analysis, Databases, Database Design, Business Analysis, jQuery, Music Production, Strategy, Troubleshooting, Sun Certified Java..., Web Applications, Amazon Web Services..., Musicians, Problem Solving, Sun Certified Java..., Performing Bassist, Git
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
Master's degree, Quantitative Finance
Excelsior College
Bachelor of Science (BS), Liberal Studies/Concentration in Math/CS
Community College of the Air Force
Associate's degree, Electronics Technology/Technician
New York University 2010 — 2010
Certificate, ASP.NET Application Development
United States Digital Service October 2015 - Present
STC Media Partners October 2013 - October 2015
Starfire Technology, LLC January 2008 - October 2013
CBIZ September 2006 - February 2008
Self-Employed January 2002 - August 2004
Express Returns July 2000 - December 2002
Merrill Lynch November 1990 - June 2000
Skills
Ruby, Ruby on Rails, JavaScript, MySQL, Java, CSS, Software Project..., Analysis, Project Management, SQL, Web Development, Software Development, C++, PHP, HTML, Programming, Data Analysis, Databases, Database Design, Business Analysis, jQuery, Music Production, Strategy, Troubleshooting, Sun Certified Java..., Web Applications, Amazon Web Services..., Musicians, Problem Solving, Sun Certified Java..., Performing Bassist, Git
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
Master's degree, Quantitative Finance
Excelsior College
Bachelor of Science (BS), Liberal Studies/Concentration in Math/CS
Community College of the Air Force
Associate's degree, Electronics Technology/Technician
New York University 2010 — 2010
Certificate, ASP.NET Application Development
Omar Jaffrey's Merrill Lynch Experience March 1998 - June 2003
Job Managing Partner at Melody Capital Partners LLC
Industry Investment Management
Experience
Melody Capital Partners LLC November 2012 - Present
TAP Advisors April 2012 - March 2013
UBS 2003 - March 2012
Merrill Lynch March 1998 - June 2003
CharSher Corp March 1996 - March 1998
Bear Stearns & Co. Inc. 1991 - 1995
Education
Stanford University Graduate School of Business 1989 — 1991
Columbia University in the City of New York 1983 — 1987
BS, Electrical Engineering/Computer Science
Melody Capital Partners LLC November 2012 - Present
TAP Advisors April 2012 - March 2013
UBS 2003 - March 2012
Merrill Lynch March 1998 - June 2003
CharSher Corp March 1996 - March 1998
Bear Stearns & Co. Inc. 1991 - 1995
Education
Stanford University Graduate School of Business 1989 — 1991
Columbia University in the City of New York 1983 — 1987
BS, Electrical Engineering/Computer Science
Vasu Sakthikumar's Merrill Lynch Experience March 2010 - October 2011
Job .
Industry Internet
Experience
Fareportal October 2011 - June 2012
Merrill Lynch March 2010 - October 2011
Simon and Schuster September 2003 - March 2010
DST Output 1999 - 2002
ICICI Infotech 1999 - 2002
Skills
Agile Methodologies, Business Analysis, SDLC, Software Project..., Project Management, Agile Project Management, Microsoft SQL Server, Scrum, XML, ASP.NET, SQL, Business Intelligence, Enterprise Architecture, Web Services, C#, .NET, Program Management, Product Management, Software Development, Databases, WCF, Requirements Analysis, Solution Architecture, SOA, Visio, Integration, Cloud Computing, IT Strategy, Web Applications, Oracle, E-commerce, Data Warehousing, Architectures, IT Management, Architecture, SharePoint, Database Design
Education
Columbia University in the City of New York 2008 — 2009
Masters in Technology Management
Fareportal October 2011 - June 2012
Merrill Lynch March 2010 - October 2011
Simon and Schuster September 2003 - March 2010
DST Output 1999 - 2002
ICICI Infotech 1999 - 2002
Skills
Agile Methodologies, Business Analysis, SDLC, Software Project..., Project Management, Agile Project Management, Microsoft SQL Server, Scrum, XML, ASP.NET, SQL, Business Intelligence, Enterprise Architecture, Web Services, C#, .NET, Program Management, Product Management, Software Development, Databases, WCF, Requirements Analysis, Solution Architecture, SOA, Visio, Integration, Cloud Computing, IT Strategy, Web Applications, Oracle, E-commerce, Data Warehousing, Architectures, IT Management, Architecture, SharePoint, Database Design
Education
Columbia University in the City of New York 2008 — 2009
Masters in Technology Management
Naomi Talish's Merrill Lynch Experience 1995 - 1999
Job Director of Marketing and Investor Relations at PilotRock Investment Partners
Industry Investment Management
Experience
PilotRock Investment Partners 2007 - 2010
Merrill Lynch 1995 - 1999
Morgan Stanley 1990 - 1995
Education
Columbia University in the City of New York 1986 — 1990
PilotRock Investment Partners 2007 - 2010
Merrill Lynch 1995 - 1999
Morgan Stanley 1990 - 1995
Education
Columbia University in the City of New York 1986 — 1990
reggie bennett's Merrill Lynch Experience 2007 - 2008
Job Reservations Strategy and Customer Experience at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines 2013 - Present
Delta Air Lines 2012 - 2013
Delta Air Lines 2010 - 2012
Delta Air Lines 2009 - 2010
PRG-Schultz April 2008 - December 2008
Ernst & Young August 2005 - April 2008
Merrill Lynch 2007 - 2008
Merrill Lynch 2007 - 2008
Morgan Stanley April 1998 - August 2003
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Private Equity, Mergers & Acquisitions, Risk Management, Business Analysis, Accounting, Forecasting, Auditing, Strategy, Business Strategy, Analytics, Equities, Management Consulting, Financial Reporting, Capital Markets, Competitive Analysis, Investments
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Economics
Columbia University in the City of New York 2000 — 2001
Data Modeling/Warehousing and Database Administration
Dickinson College
BA, Economics
Delta Air Lines 2013 - Present
Delta Air Lines 2012 - 2013
Delta Air Lines 2010 - 2012
Delta Air Lines 2009 - 2010
PRG-Schultz April 2008 - December 2008
Ernst & Young August 2005 - April 2008
Merrill Lynch 2007 - 2008
Merrill Lynch 2007 - 2008
Morgan Stanley April 1998 - August 2003
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Private Equity, Mergers & Acquisitions, Risk Management, Business Analysis, Accounting, Forecasting, Auditing, Strategy, Business Strategy, Analytics, Equities, Management Consulting, Financial Reporting, Capital Markets, Competitive Analysis, Investments
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Economics
Columbia University in the City of New York 2000 — 2001
Data Modeling/Warehousing and Database Administration
Dickinson College
BA, Economics
Eugene (Gene) Bryant, Sr.'s Merrill Lynch Experience January 2007 - August 2014
Job Vice President at Merrill Lynch Trust Company
Industry Financial Services
Experience
Merrill Lynch Trust Company August 2014 - Present
Merrill Lynch January 2007 - August 2014
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Process Improvement
Education
Strayer University 2010 — 2014
Bachelor's Degree, Business Administration, 3.577
Columbus College of Art & Design 1980 — 1985
Advertising
Merrill Lynch Trust Company August 2014 - Present
Merrill Lynch January 2007 - August 2014
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Process Improvement
Education
Strayer University 2010 — 2014
Bachelor's Degree, Business Administration, 3.577
Columbus College of Art & Design 1980 — 1985
Advertising
Marcus N. Allen's Merrill Lynch Experience October 2009 - November 2010
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
Pavina Adunratanasee's Merrill Lynch Experience January 2007 - June 2007
Job MPA, Columbia University
Industry Renewables & Environment
Experience
GreenMax Capital Advisor January 2015 - Present
Endeavor Morocco November 2013 - May 2014
IFC - International Finance Corporation June 2013 - August 2013
GE Capital July 2010 - February 2012
Merrill Lynch January 2007 - June 2007
Procter & Gamble July 2006 - December 2006
Skills
Emerging Markets, Financial Analysis, Public Policy, Sustainable Development, Risk Management, Market Assessments, Public-Private..., Urban Planning, Due Diligence, Business Strategy, Market Analysis, Business Development, Policy Analysis, Economics, Economic Development, Water Treatment, Project Management, Stakeholder Engagement, Stata, Macroeconomics, Market Entry, Microeconomics, Strategy, Strategy Development, Statistical Data..., Water, Asia Pacific
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (MPA), Urban Planning and Policy
Northeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services/International Affairs
Ruamrudee International School 2000 — 2004
International Baccalaureate Certificate
GreenMax Capital Advisor January 2015 - Present
Endeavor Morocco November 2013 - May 2014
IFC - International Finance Corporation June 2013 - August 2013
GE Capital July 2010 - February 2012
Merrill Lynch January 2007 - June 2007
Procter & Gamble July 2006 - December 2006
Skills
Emerging Markets, Financial Analysis, Public Policy, Sustainable Development, Risk Management, Market Assessments, Public-Private..., Urban Planning, Due Diligence, Business Strategy, Market Analysis, Business Development, Policy Analysis, Economics, Economic Development, Water Treatment, Project Management, Stakeholder Engagement, Stata, Macroeconomics, Market Entry, Microeconomics, Strategy, Strategy Development, Statistical Data..., Water, Asia Pacific
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (MPA), Urban Planning and Policy
Northeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services/International Affairs
Ruamrudee International School 2000 — 2004
International Baccalaureate Certificate
Susan Baxt's Merrill Lynch Experience 2004 - 2005
Job Team Leader MDS, 3D Innovations
Industry Financial Services
Experience
3D Innovations October 2013 - Present
Standard & Poor's September 2010 - September 2013
The Roberts Group August 2009 - September 2010
ITG March 2005 - August 2009
Merrill Lynch 2004 - 2005
Bank of Montreal March 2001 - September 2004
Accenture Services February 1998 - March 2001
HSBC June 1997 - February 1998
Citicorp June 1994 - June 1997
Market Vision 1992 - 1994
Skills
Contract Negotiations, Thomson One, Market Data, Bloomberg, Vendor Management, Contract Negotiation, Vendor Relations, Thompson One, Trading Systems, Strategy, Analysis, Low Latency, Electronic Trading, Reference Data, Program Management, Financial Markets, Equities, Management, Unix, Business Analysis, Financial Services
Education
Columbia University in the City of New York 1988 — 1992
Chemistry
3D Innovations October 2013 - Present
Standard & Poor's September 2010 - September 2013
The Roberts Group August 2009 - September 2010
ITG March 2005 - August 2009
Merrill Lynch 2004 - 2005
Bank of Montreal March 2001 - September 2004
Accenture Services February 1998 - March 2001
HSBC June 1997 - February 1998
Citicorp June 1994 - June 1997
Market Vision 1992 - 1994
Skills
Contract Negotiations, Thomson One, Market Data, Bloomberg, Vendor Management, Contract Negotiation, Vendor Relations, Thompson One, Trading Systems, Strategy, Analysis, Low Latency, Electronic Trading, Reference Data, Program Management, Financial Markets, Equities, Management, Unix, Business Analysis, Financial Services
Education
Columbia University in the City of New York 1988 — 1992
Chemistry
John Poor's Merrill Lynch Experience October 2014 - Present
Job Vice President
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch August 2009 - October 2014
Merrill Lynch September 2008 - August 2009
Merrill Lynch January 2006 - September 2008
Merrill Lynch November 2004 - January 2006
Merrill Lynch January 2003 - November 2004
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, 401k, Wealth Management, Mutual Funds, Retirement Planning, Investments, Asset Managment, Financial Advisory, Asset Allocation, Equities, Strategic Financial..., Securities, Investment Advisory, Portfolio Management, Insurance, Retirement, Optimal Practice Model
Education
Community College of Denver 1998 — 2000
Hard Knocks
Merrill Lynch October 2014 - Present
Merrill Lynch August 2009 - October 2014
Merrill Lynch September 2008 - August 2009
Merrill Lynch January 2006 - September 2008
Merrill Lynch November 2004 - January 2006
Merrill Lynch January 2003 - November 2004
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, 401k, Wealth Management, Mutual Funds, Retirement Planning, Investments, Asset Managment, Financial Advisory, Asset Allocation, Equities, Strategic Financial..., Securities, Investment Advisory, Portfolio Management, Insurance, Retirement, Optimal Practice Model
Education
Community College of Denver 1998 — 2000
Hard Knocks
Scott Grossman's Merrill Lynch Experience September 2000 - July 2002
Job Senior Portfolio Manager at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital September 2014 - Present
Grossman & Partners / Zeitguide July 2013 - Present
Magnetar Capital June 2006 - March 2013
Soros Fund Management July 2002 - August 2004
Merrill Lynch September 2000 - July 2002
Skills
Asset Management, Private Equity, Investment Banking, Portfolio Management, Investments, Finance, Buyouts, Growth Capital, Hedge Funds, Equities, Valuation, Alternative Investments, Equity Research, Financial Modeling, Bloomberg, Capital Markets
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts (BA), Economics
Magnetar Capital September 2014 - Present
Grossman & Partners / Zeitguide July 2013 - Present
Magnetar Capital June 2006 - March 2013
Soros Fund Management July 2002 - August 2004
Merrill Lynch September 2000 - July 2002
Skills
Asset Management, Private Equity, Investment Banking, Portfolio Management, Investments, Finance, Buyouts, Growth Capital, Hedge Funds, Equities, Valuation, Alternative Investments, Equity Research, Financial Modeling, Bloomberg, Capital Markets
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts (BA), Economics
Thayne Batty's Merrill Lynch Experience 2011 - Present
Job Quant Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Intuitive Analytics 2007 - 2011
Education
Columbia University in the City of New York 2007 — 2008
MS, Financial Engineering
Utah State University 2002 — 2007
BS, Mathematics & Computer Science
Merrill Lynch 2011 - Present
Intuitive Analytics 2007 - 2011
Education
Columbia University in the City of New York 2007 — 2008
MS, Financial Engineering
Utah State University 2002 — 2007
BS, Mathematics & Computer Science
Oren Cohen's Merrill Lynch Experience 2000 - 2002
Job Founding Principal & CIO at Pinebank Asset Management
Industry Financial Services
Experience
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Ronald Joe's Merrill Lynch Experience 1988 - 1992
Job Data & Systems Manager at Acumen Fund
Industry Financial Services
Experience
Acumen Fund May 2014 - Present
Nauticus Group 2012 - May 2014
Columbia University 2009 - 2011
Credit Suisse 2008 - 2008
Morgan Stanley 2007 - 2008
City of New York 2005 - 2007
Computer Associates 2002 - 2004
Morgan Stanley 1996 - 2001
Lehman Brothers 1992 - 1996
Merrill Lynch 1988 - 1992
Education
Columbia University in the City of New York 2009 — 2011
Studied in part-time evening graduate program in Information and Digital Resource Management
Saint John's University
MBA, Finance
University of Notre Dame
B.S., Electrical Engineering
Acumen Fund May 2014 - Present
Nauticus Group 2012 - May 2014
Columbia University 2009 - 2011
Credit Suisse 2008 - 2008
Morgan Stanley 2007 - 2008
City of New York 2005 - 2007
Computer Associates 2002 - 2004
Morgan Stanley 1996 - 2001
Lehman Brothers 1992 - 1996
Merrill Lynch 1988 - 1992
Education
Columbia University in the City of New York 2009 — 2011
Studied in part-time evening graduate program in Information and Digital Resource Management
Saint John's University
MBA, Finance
University of Notre Dame
B.S., Electrical Engineering
John F. Feilders's Merrill Lynch Experience 1981 - 1985
Job Venture Partner at CMEA Capital
Industry Medical Devices
Experience
CMEA Capital 2011 - Present
UCSF Medical School 2010 - Present
MedShare July 2009 - Present
CTI Life Sciences December 2008 - January 2009
Praxim, Inc January 2008 - August 2008
IMS Health, Inc October 2007 - January 2008
OrthoSoft, Inc / Zimmer Holdings, Inc January 2005 - February 2007
Rotman School of Management / University of Toronto June 2004 - January 2005
Biomatrix Inc /Genzyme, Inc 1992 - 2002
Merrill Lynch 1981 - 1985
Education
Stanford University 1976 — 1979
PhD, Organization behavior & evaluation
San Francisco State University 1972 — 1973
MA, Education & media
Concordia University 1971 — 1972
BA, Psychology
McGill University 1964 — 1967
Diploma, Education
CMEA Capital 2011 - Present
UCSF Medical School 2010 - Present
MedShare July 2009 - Present
CTI Life Sciences December 2008 - January 2009
Praxim, Inc January 2008 - August 2008
IMS Health, Inc October 2007 - January 2008
OrthoSoft, Inc / Zimmer Holdings, Inc January 2005 - February 2007
Rotman School of Management / University of Toronto June 2004 - January 2005
Biomatrix Inc /Genzyme, Inc 1992 - 2002
Merrill Lynch 1981 - 1985
Education
Stanford University 1976 — 1979
PhD, Organization behavior & evaluation
San Francisco State University 1972 — 1973
MA, Education & media
Concordia University 1971 — 1972
BA, Psychology
McGill University 1964 — 1967
Diploma, Education
William Elwood's Merrill Lynch Experience January 1982 - April 1984
Job Retired Air Traffic Controller at Retired
Industry Airlines/Aviation
Experience
Retired April 2012 - Present
Midwest ATC November 2011 - April 2012
L3 Communications Corporation March 2009 - June 2011
L-3 Communications 2009 - 2011
Scientific Research Corporation 2006 - 2009
NORTHWEST AIRLINK September 1998 - June 2000
Department of Army January 1995 - April 1998
Department of the Army January 1985 - December 1994
Department of the Army July 1984 - December 1984
Merrill Lynch January 1982 - April 1984
Skills
Air Traffic Control, Aircraft, Aviation, Flights, Security Clearance, Air Force, Aerospace, FAA
Education
Columbus State University 1979 — 1983
MBA, Economics Business
Embry-Riddle Aeronautical University
Bachelor's degree, Professional Aeronautics
Embry-Riddle Aeronautical University
Bachelor's degree, Professional Aeronautics
Retired April 2012 - Present
Midwest ATC November 2011 - April 2012
L3 Communications Corporation March 2009 - June 2011
L-3 Communications 2009 - 2011
Scientific Research Corporation 2006 - 2009
NORTHWEST AIRLINK September 1998 - June 2000
Department of Army January 1995 - April 1998
Department of the Army January 1985 - December 1994
Department of the Army July 1984 - December 1984
Merrill Lynch January 1982 - April 1984
Skills
Air Traffic Control, Aircraft, Aviation, Flights, Security Clearance, Air Force, Aerospace, FAA
Education
Columbus State University 1979 — 1983
MBA, Economics Business
Embry-Riddle Aeronautical University
Bachelor's degree, Professional Aeronautics
Embry-Riddle Aeronautical University
Bachelor's degree, Professional Aeronautics
Stephen Cambor's Merrill Lynch Experience 2000 - 2005
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley September 2005 - January 2014
Merrill Lynch 2000 - 2005
JP Morgan August 1996 - March 2000
HMS April 1993 - August 1996
Andersen Consulting August 1987 - April 1993
Andersen Consulting/Accenture 1987 - 1993
Accenture (formerly Andersen Consulting) 1987 - 1993
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA
Columbia University in the City of New York 1979 — 1983
BA, Psychology
Morgan Stanley January 2014 - Present
Morgan Stanley September 2005 - January 2014
Merrill Lynch 2000 - 2005
JP Morgan August 1996 - March 2000
HMS April 1993 - August 1996
Andersen Consulting August 1987 - April 1993
Andersen Consulting/Accenture 1987 - 1993
Accenture (formerly Andersen Consulting) 1987 - 1993
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA
Columbia University in the City of New York 1979 — 1983
BA, Psychology
Margaret Weir-Sangalli, CIMA®'s Merrill Lynch Experience 1993 - 1999
Job Internal Sales Desk Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard April 2014 - Present
Vanguard September 2010 - Present
Success Group January 2000 - September 2010
American Express 2006 - 2009
Merrill Lynch 1993 - 1999
Skills
Small Business, New Business Development, Account Management, Business Development, Strategic Planning, Marketing Strategy, Entrepreneurship, Series 7, Series 63, CRM, Salesforce.com, Series 24, PMP
Education
New York University 1987 — 1988
MA, Spanish
Concordia College 1984 — 1987
BA, Economics
Vanguard April 2014 - Present
Vanguard September 2010 - Present
Success Group January 2000 - September 2010
American Express 2006 - 2009
Merrill Lynch 1993 - 1999
Skills
Small Business, New Business Development, Account Management, Business Development, Strategic Planning, Marketing Strategy, Entrepreneurship, Series 7, Series 63, CRM, Salesforce.com, Series 24, PMP
Education
New York University 1987 — 1988
MA, Spanish
Concordia College 1984 — 1987
BA, Economics
Zahid Khazi's Merrill Lynch Experience June 2008 - September 2008
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management December 2010 - Present
Morgan Stanley April 2010 - November 2010
RBC Capital Markets November 2008 - May 2010
Merrill Lynch June 2008 - September 2008
Education
Columbia University in the City of New York 2007 — 2008
Masters, Math in Finance
Goldman Sachs Asset Management December 2010 - Present
Morgan Stanley April 2010 - November 2010
RBC Capital Markets November 2008 - May 2010
Merrill Lynch June 2008 - September 2008
Education
Columbia University in the City of New York 2007 — 2008
Masters, Math in Finance
Thomas Zhu's Merrill Lynch Experience December 2005 - March 2009
Job Market Risk Manager at TD Securities
Industry Financial Services
Experience
TD Securities September 2009 - Present
Merrill Lynch December 2005 - March 2009
Fortis Bank May 2005 - December 2005
Skills
Fixed Income, Market Risk, Structured Products, Interest Rate..., Capital Markets, Equities, Credit Derivatives, Equity Derivatives, Bloomberg, Financial Risk, Quantitative Finance, Valuation, Risk Management, Financial Modeling, Options, Portfolio Management
Education
Columbia University in the City of New York 2004 — 2005
MS, Financial Engineering
New York University 2001 — 2003
MS, Computer Science
TD Securities September 2009 - Present
Merrill Lynch December 2005 - March 2009
Fortis Bank May 2005 - December 2005
Skills
Fixed Income, Market Risk, Structured Products, Interest Rate..., Capital Markets, Equities, Credit Derivatives, Equity Derivatives, Bloomberg, Financial Risk, Quantitative Finance, Valuation, Risk Management, Financial Modeling, Options, Portfolio Management
Education
Columbia University in the City of New York 2004 — 2005
MS, Financial Engineering
New York University 2001 — 2003
MS, Computer Science
Brian Clendinning's Merrill Lynch Experience 1994 - 2007
Job VP Treasury and Trading at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada March 2009 - Present
Merrill Lynch Canada 1995 - 2008
Merrill Lynch 1994 - 2007
Skills
Fixed Income, Trading, FX Options, Capital Markets, Bloomberg, Bonds, Equities, Derivatives, Mutual Funds, Financial Markets, Treasury Management
Education
Concordia University 1984 — 1988
B Comm, Finance
RVR
Fidelity Clearing Canada March 2009 - Present
Merrill Lynch Canada 1995 - 2008
Merrill Lynch 1994 - 2007
Skills
Fixed Income, Trading, FX Options, Capital Markets, Bloomberg, Bonds, Equities, Derivatives, Mutual Funds, Financial Markets, Treasury Management
Education
Concordia University 1984 — 1988
B Comm, Finance
RVR
Heather Gayle's Merrill Lynch Experience January 2002 - June 2002
Job Director in Residence at Achievement First
Industry Education Management
Experience
Achievement First January 2014 - Present
Bridgeport Public Schools July 2013 - September 2013
Thunderbird School of Global Management/Freeport-McMoRan Copper & Gold Inc. March 2012 - June 2013
Hear Africa's Voices August 2011 - October 2011
New York City Department of Education January 2011 - June 2011
GBCHealth June 2010 - October 2010
Grameen Foundation May 2009 - June 2009
Wyckoff Heights Medical Center January 2005 - August 2008
Bongiourno!MyAlert March 2003 - July 2003
Merrill Lynch January 2002 - June 2002
Skills
Spanish, Excel, Word, Event Planning, Research, PowerPoint, Problem Solving, Microsoft Office, Customer Relations, Data Analysis, SPSS, Public Relations, Strategic Planning, International Business, Public Speaking, Budgeting, Planning, Change Management, Customer Service, Writing, Outlook, Event Management, English, Teaching, Microsoft Excel
Education
Thunderbird School of Global Management 2008 — 2010
MBA in Global Management & International Development, Strategies in Global Development, Global Financial Management, Country Risk Management
Northeastern University 1999 — 2004
BS, International Business
Comillas Pontifical University 2002 — 2003
BS, International Business
Achievement First January 2014 - Present
Bridgeport Public Schools July 2013 - September 2013
Thunderbird School of Global Management/Freeport-McMoRan Copper & Gold Inc. March 2012 - June 2013
Hear Africa's Voices August 2011 - October 2011
New York City Department of Education January 2011 - June 2011
GBCHealth June 2010 - October 2010
Grameen Foundation May 2009 - June 2009
Wyckoff Heights Medical Center January 2005 - August 2008
Bongiourno!MyAlert March 2003 - July 2003
Merrill Lynch January 2002 - June 2002
Skills
Spanish, Excel, Word, Event Planning, Research, PowerPoint, Problem Solving, Microsoft Office, Customer Relations, Data Analysis, SPSS, Public Relations, Strategic Planning, International Business, Public Speaking, Budgeting, Planning, Change Management, Customer Service, Writing, Outlook, Event Management, English, Teaching, Microsoft Excel
Education
Thunderbird School of Global Management 2008 — 2010
MBA in Global Management & International Development, Strategies in Global Development, Global Financial Management, Country Risk Management
Northeastern University 1999 — 2004
BS, International Business
Comillas Pontifical University 2002 — 2003
BS, International Business
Jason Wimberly's Merrill Lynch Experience November 2014 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
UBS Financial Services 2005 - November 2014
Stifel Nicolaus September 1999 - July 2005
Bunglalow Wine and Spirits March 1996 - December 1998
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
Community College of Aurora 1993 — 1994
Associate of Arts (AA), Business Administration and Management, General
Gateway High School
Merrill Lynch November 2014 - Present
UBS Financial Services 2005 - November 2014
Stifel Nicolaus September 1999 - July 2005
Bunglalow Wine and Spirits March 1996 - December 1998
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
Community College of Aurora 1993 — 1994
Associate of Arts (AA), Business Administration and Management, General
Gateway High School
Daniel Kimball's Merrill Lynch Experience January 1996 - April 2002
Job Experienced IT Software and Automation Architect
Industry Information Services
Experience
Deloitte Consulting November 2011 - Present
Apex Systems June 2011 - November 2011
Northrop Grumman Information Systems October 2007 - June 2011
Northrop Grumman Information Systems March 2007 - October 2007
Northrop Grumman Information Systems March 2004 - March 2007
ProCard Inc April 2002 - March 2004
Merrill Lynch January 1996 - April 2002
Skills
Java, Oracle, ITIL, Microsoft SQL Server, JavaScript, Project Management, Enterprise Software, Integration, Unix, Information Technology, SDLC, Software Development, SaaS, Cloud Computing, Requirements Analysis, IT Strategy, IT Service Management, Process Improvement, Program Management, Enterprise Architecture, Vendor Management, Change Management, Databases, BMC Remedy
Education
Community College of Aurora 1994 — 1995
AS, Computer Programming
Deloitte Consulting November 2011 - Present
Apex Systems June 2011 - November 2011
Northrop Grumman Information Systems October 2007 - June 2011
Northrop Grumman Information Systems March 2007 - October 2007
Northrop Grumman Information Systems March 2004 - March 2007
ProCard Inc April 2002 - March 2004
Merrill Lynch January 1996 - April 2002
Skills
Java, Oracle, ITIL, Microsoft SQL Server, JavaScript, Project Management, Enterprise Software, Integration, Unix, Information Technology, SDLC, Software Development, SaaS, Cloud Computing, Requirements Analysis, IT Strategy, IT Service Management, Process Improvement, Program Management, Enterprise Architecture, Vendor Management, Change Management, Databases, BMC Remedy
Education
Community College of Aurora 1994 — 1995
AS, Computer Programming
Brian Miner's Merrill Lynch Experience October 2007 - January 2009
Job Teacher, Middle School Special Education
Industry Education Management
Experience
Albuquerque Public Schools August 2009 - Present
Merrill Lynch October 2007 - January 2009
U.S. Air Force April 1998 - October 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Public Speaking
Education
Grand Canyon University 2010 — 2011
M.Ed, Special Education and Teaching
The University of New Mexico 2009 — 2010
M.A., Elementary Education
Community College of the Air Force 1998 — 2007
A.A.S., Aviation Maintenance Technology
Southern Illinois University, Carbondale 2001 — 2003
B.S., Human Resources Management/Personnel Administration, General
Albuquerque Public Schools August 2009 - Present
Merrill Lynch October 2007 - January 2009
U.S. Air Force April 1998 - October 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Public Speaking
Education
Grand Canyon University 2010 — 2011
M.Ed, Special Education and Teaching
The University of New Mexico 2009 — 2010
M.A., Elementary Education
Community College of the Air Force 1998 — 2007
A.A.S., Aviation Maintenance Technology
Southern Illinois University, Carbondale 2001 — 2003
B.S., Human Resources Management/Personnel Administration, General
Richard Truong's Merrill Lynch Experience 2006 - 2007
Job CCAR Program SME at Barclays
Industry Banking
Experience
Barclays Investment Bank January 2015 - Present
Bank of America October 2012 - December 2014
Silver River Corporation 2003 - 2013
DTCC July 2011 - April 2012
GoldenTree Asset Management June 2010 - February 2011
mizuho 2007 - 2007
Merrill Lynch 2006 - 2007
Education
Columbia University in the City of New York 2000 — 2003
Master of Arts (M.A.), Mathematics of Finance
Barclays Investment Bank January 2015 - Present
Bank of America October 2012 - December 2014
Silver River Corporation 2003 - 2013
DTCC July 2011 - April 2012
GoldenTree Asset Management June 2010 - February 2011
mizuho 2007 - 2007
Merrill Lynch 2006 - 2007
Education
Columbia University in the City of New York 2000 — 2003
Master of Arts (M.A.), Mathematics of Finance
Gregory McDowell, PMP's Merrill Lynch Experience September 2001 - January 2003
Job Assistant Director Project Management at Ernst & Young
Industry Financial Services
Experience
Ernst & Young November 2003 - Present
Merrill Lynch September 2001 - January 2003
Nortel Networks October 1998 - September 2001
Merrill Lynch May 1994 - November 1998
Tullett Prebon June 1993 - May 1994
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 1988 - June 1993
United States Air Force February 1980 - January 1987
Skills
SDLC, ITIL, Business Analysis, IT Service Management, Program Management, IT Project & Program..., PMP, Project Management, Risk Management, IT Strategy, Vendor Management, Disaster Recovery, Business Process..., Architectures, IT Management, Management, Project Portfolio..., Telecommunications, Strategy, Data Center, Information Technology, PMO, Governance, Security
Education
Community College of the US Air Force 1980 — 1987
Telecommunications, Avionics & Electonic Principles
Ernst & Young November 2003 - Present
Merrill Lynch September 2001 - January 2003
Nortel Networks October 1998 - September 2001
Merrill Lynch May 1994 - November 1998
Tullett Prebon June 1993 - May 1994
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 1988 - June 1993
United States Air Force February 1980 - January 1987
Skills
SDLC, ITIL, Business Analysis, IT Service Management, Program Management, IT Project & Program..., PMP, Project Management, Risk Management, IT Strategy, Vendor Management, Disaster Recovery, Business Process..., Architectures, IT Management, Management, Project Portfolio..., Telecommunications, Strategy, Data Center, Information Technology, PMO, Governance, Security
Education
Community College of the US Air Force 1980 — 1987
Telecommunications, Avionics & Electonic Principles
Jennifer Beasley, CIPM's Merrill Lynch Experience January 2002 - March 2006
Job Senior Compliance Officer
Industry Financial Services
Experience
Mackenzie Investments November 2014 - Present
BNY Mellon April 2006 - October 2014
Merrill Lynch January 2002 - March 2006
Skills
Fixed Income, Asset Managment, Alternative Investments, Equities, Portfolio Management, Performance Attribution, Investments, Hedge Funds, Derivatives, Asset Allocation, Performance Measurement, Bloomberg, Mutual Funds, Bonds, Securities, Financial Risk, Risk Management, Financial Markets, Investment Management, Financial Services, Asset Management
Education
Concordia University 1992 — 1995
BSc, Exercise Science
Mackenzie Investments November 2014 - Present
BNY Mellon April 2006 - October 2014
Merrill Lynch January 2002 - March 2006
Skills
Fixed Income, Asset Managment, Alternative Investments, Equities, Portfolio Management, Performance Attribution, Investments, Hedge Funds, Derivatives, Asset Allocation, Performance Measurement, Bloomberg, Mutual Funds, Bonds, Securities, Financial Risk, Risk Management, Financial Markets, Investment Management, Financial Services, Asset Management
Education
Concordia University 1992 — 1995
BSc, Exercise Science
Samuel Heatherly's Merrill Lynch Experience 1995 - 1999
Job Sr. Risk Manager at Private Hedge Fund
Industry Investment Management
Experience
Private Hedge Fund 2007 - Present
$3bn+ Hedge Fund 2004 - 2007
Goldman Sachs 1999 - 2004
Merrill Lynch 1995 - 1999
Education
Columbia University in the City of New York
MA, Statistics
New York University
BS
Private Hedge Fund 2007 - Present
$3bn+ Hedge Fund 2004 - 2007
Goldman Sachs 1999 - 2004
Merrill Lynch 1995 - 1999
Education
Columbia University in the City of New York
MA, Statistics
New York University
BS
Matthew Harbarcuk's Merrill Lynch Experience September 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
JPMorgan Chase Bank April 2013 - September 2013
JPMorgan Chase December 2011 - March 2013
Chase Investment Services Corporation (C.I.S.C.) December 2011 - March 2013
Edward Jones November 2009 - April 2010
Bank of America August 2009 - October 2009
JPMorgan Chase May 2007 - August 2009
United States Air Force September 2002 - July 2006
Skills
Team Leadership, Customer Service, Sales, Investments, Strategic Planning, Inventory Management, Risk Management, Private Banking, Project Management, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Financial Markets, Financial Services, Financial Statements, Financial Audits, Banking, Investment Banking, Retail Banking, Credit, Mortgage Banking, Business Analysis, Relationship Management, Building Relationships, Public Speaking, Investor Relations, Microsoft Excel, PowerPoint, Microsoft Office, Cold Calling
Education
Eastern Michigan University 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2007 — 2008
Bachelor of Business Administration (BBA), Finance
Oakland Community College 2006 — 2007
ABA, Business Administration
Community College of the Air Force 2002 — 2006
AAS, Construction Technology
Merrill Lynch September 2013 - Present
JPMorgan Chase Bank April 2013 - September 2013
JPMorgan Chase December 2011 - March 2013
Chase Investment Services Corporation (C.I.S.C.) December 2011 - March 2013
Edward Jones November 2009 - April 2010
Bank of America August 2009 - October 2009
JPMorgan Chase May 2007 - August 2009
United States Air Force September 2002 - July 2006
Skills
Team Leadership, Customer Service, Sales, Investments, Strategic Planning, Inventory Management, Risk Management, Private Banking, Project Management, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Financial Markets, Financial Services, Financial Statements, Financial Audits, Banking, Investment Banking, Retail Banking, Credit, Mortgage Banking, Business Analysis, Relationship Management, Building Relationships, Public Speaking, Investor Relations, Microsoft Excel, PowerPoint, Microsoft Office, Cold Calling
Education
Eastern Michigan University 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2007 — 2008
Bachelor of Business Administration (BBA), Finance
Oakland Community College 2006 — 2007
ABA, Business Administration
Community College of the Air Force 2002 — 2006
AAS, Construction Technology
wenxin zhang's Merrill Lynch Experience 2011 - 2011
Job graduate student at columbia university
Industry Financial Services
Experience
Merrill Lynch 2011 - 2011
Leaguer Stock CO.LTD April 2010 - June 2010
ZTE CO.LTD January 2008 - February 2008
Skills
Bloomberg Terminal, Bloomberg, Portfolio Management, Securities, Risk, VBA, Portfolio Optimization, Quantitative Finance
Education
School of Accounting, Southwest University of Finance and Economics
Bachelor of Science, Financial Management
Columbia University in the City of New York
Applied Science; Master of Science, Operation Research
Merrill Lynch 2011 - 2011
Leaguer Stock CO.LTD April 2010 - June 2010
ZTE CO.LTD January 2008 - February 2008
Skills
Bloomberg Terminal, Bloomberg, Portfolio Management, Securities, Risk, VBA, Portfolio Optimization, Quantitative Finance
Education
School of Accounting, Southwest University of Finance and Economics
Bachelor of Science, Financial Management
Columbia University in the City of New York
Applied Science; Master of Science, Operation Research
Robert Shteynfeld's Merrill Lynch Experience December 2008 - Present
Job strategist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Merrill Lynch July 2008 - November 2008
Merrill Lynch August 2007 - June 2008
Morgan Stanley October 2003 - July 2007
Morgan Stanley January 1999 - October 2003
D. E. Shaw & Co. October 1997 - December 1998
Merrill Lynch January 1997 - October 1997
Columbia University December 1995 - January 1997
JYACC Inc. May 1995 - December 1995
Skills
High Frequency Trading, Portfolio Management, Equities, Software Development, Series 7, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Options, Equity Trading, Market Data, Hedge Funds
Education
Columbia University in the City of New York 1991 — 1995
BS and MS, Computer Science
Merrill Lynch December 2008 - Present
Merrill Lynch July 2008 - November 2008
Merrill Lynch August 2007 - June 2008
Morgan Stanley October 2003 - July 2007
Morgan Stanley January 1999 - October 2003
D. E. Shaw & Co. October 1997 - December 1998
Merrill Lynch January 1997 - October 1997
Columbia University December 1995 - January 1997
JYACC Inc. May 1995 - December 1995
Skills
High Frequency Trading, Portfolio Management, Equities, Software Development, Series 7, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Options, Equity Trading, Market Data, Hedge Funds
Education
Columbia University in the City of New York 1991 — 1995
BS and MS, Computer Science
Sharon Reese's Merrill Lynch Experience November 2010 - January 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Merrill Lynch November 2010 - January 2014
CEBM Group January 2010 - October 2010
Mitsubishi Securities November 2008 - August 2009
Merrill Lynch June 2004 - March 2008
Nomura Securities USA June 2000 - June 2004
Skills
Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Hedge Funds, Finance, Wealth Management, Equities, Financial Services, Financial Advisory, Series 63, Capital Markets, Asset Allocation, Fixed Income, Securities
Education
Columbia University in the City of New York 2006 — 2009
fundraising
University of Pittsburgh 1992 — 1997
B.A. Economics; B.A. Japanese
Stroudsburgh High
TIAA-CREF January 2014 - Present
Merrill Lynch November 2010 - January 2014
CEBM Group January 2010 - October 2010
Mitsubishi Securities November 2008 - August 2009
Merrill Lynch June 2004 - March 2008
Nomura Securities USA June 2000 - June 2004
Skills
Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Hedge Funds, Finance, Wealth Management, Equities, Financial Services, Financial Advisory, Series 63, Capital Markets, Asset Allocation, Fixed Income, Securities
Education
Columbia University in the City of New York 2006 — 2009
fundraising
University of Pittsburgh 1992 — 1997
B.A. Economics; B.A. Japanese
Stroudsburgh High
Robert Hartnett's Merrill Lynch Experience June 2006 - August 2006
Job Alternative Investments Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Ajay K. Gupta, CIMA® CRPC® CPWA®'s Merrill Lynch Experience September 2000 - August 2008
Job CEO & Chief Investment Officer
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS Financial Services, Inc August 2008 - October 2013
Merrill Lynch September 2000 - August 2008
Merrill Lynch Canada August 1996 - September 2000
Skills
Finance, Investments, Asset Management, Alternative Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Series 7, Asset Allocation
Education
Concordia University
Bachelor of Commerce (BCom), Economics and Finance
Harvard Business School
PEVC, Private Equity and Venture Capital
Wharton School of Business
CIMA, Certified Investment Management Analyst
Gupta Wealth Management October 2013 - Present
UBS Financial Services, Inc August 2008 - October 2013
Merrill Lynch September 2000 - August 2008
Merrill Lynch Canada August 1996 - September 2000
Skills
Finance, Investments, Asset Management, Alternative Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Series 7, Asset Allocation
Education
Concordia University
Bachelor of Commerce (BCom), Economics and Finance
Harvard Business School
PEVC, Private Equity and Venture Capital
Wharton School of Business
CIMA, Certified Investment Management Analyst
Brent Meadows's Merrill Lynch Experience February 1993 - September 2001
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
Morgan Stanley September 2001 - April 2013
Merrill Lynch February 1993 - September 2001
United States Air Force August 1982 - August 1992
Skills
Investments, Retirement, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Concentrated Stock..., Tax-efficient Strategies, 401(k) Rollovers, Multi-generational...
Education
Chapman University 1989 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
University of Maryland University College 1986 — 1989
Bachelor of Science (BS), Computer Science
Community College of the Air Force 1982 — 1985
Associate of Science (AS), Language Interpretation and Translation - Russian
Wells Fargo Advisors, LLC April 2013 - Present
Morgan Stanley September 2001 - April 2013
Merrill Lynch February 1993 - September 2001
United States Air Force August 1982 - August 1992
Skills
Investments, Retirement, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Concentrated Stock..., Tax-efficient Strategies, 401(k) Rollovers, Multi-generational...
Education
Chapman University 1989 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
University of Maryland University College 1986 — 1989
Bachelor of Science (BS), Computer Science
Community College of the Air Force 1982 — 1985
Associate of Science (AS), Language Interpretation and Translation - Russian
Lucia Rossi's Merrill Lynch Experience 2002 - 2008
Job Directrice Principale, Reglements Financiers at Banque Laurentienne du Canada
Industry Banking
Experience
Banque Laurentienne du Canada February 2012 - Present
Banque Laurentienne February 2011 - February 2012
Merrill Lynch - Bank of America 1998 - February 2009
Merrill Lynch 2002 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch 1989 - 1998
Merrill Lynch 1988 - 1989
Merrill Lynch 1987 - 1987
Merrill Lynch 1984 - 1986
Skills
Settlement, Banking, Mutual Funds, Financial Risk, Financial Services, Securities, Risk Management, Equities
Education
Concordia University 1980 — 1983
Bachelor of Commerce, Finance Major
Banque Laurentienne du Canada February 2012 - Present
Banque Laurentienne February 2011 - February 2012
Merrill Lynch - Bank of America 1998 - February 2009
Merrill Lynch 2002 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch 1989 - 1998
Merrill Lynch 1988 - 1989
Merrill Lynch 1987 - 1987
Merrill Lynch 1984 - 1986
Skills
Settlement, Banking, Mutual Funds, Financial Risk, Financial Services, Securities, Risk Management, Equities
Education
Concordia University 1980 — 1983
Bachelor of Commerce, Finance Major
Patricia Pelletier's Merrill Lynch Experience April 2009 - December 2009
Job HR/Benefits Administrator/Payroll
Industry Executive Office
Experience
Honor January 2015 - Present
Becton Dickinson May 2011 - August 2012
Domino Sugar December 2009 - April 2011
Domino Sugar December 2009 - April 2011
Merrill Lynch April 2009 - December 2009
Merrill Lynch February 2008 - March 2009
Becton Dickinson Medical Devices September 2005 - January 2008
Peak Fitness Cardiovascular Health September 1999 - August 2005
Skills
Benefits Administration, Employee Benefits, PeopleSoft, COBRA, ADP Payroll, Open Enrollment, Human Resources, HRIS, SAP, Kronos Timekeeping, IRAs, Deferred Compensation, Training, Recruiting, New Hire Orientations, Payroll, FMLA, Administration, Background Checks, Onboarding, Applicant Tracking..., Administrative..., HR Policies, Taleo, Job Descriptions, Employee Relations, Hiring, Microsoft Office, Interviews, Talent Acquisition, Customer Service, Management, Talent Management, Internet Recruiting, Technical Recruiting, College Recruiting, Performance Management, Leadership, Sourcing, Team Building, Personnel Management, Organizational..., Microsoft Excel, Social Media, Time Management, Microsoft Word, Coaching, Contract Recruitment, Research, Strategic Planning
Education
State University of New York 2000 — 2004
BS
Westchester Community College 1997 — 1999
AA, Humanities/Social Sciences
Concordia College-New York
Master of Education (M.Ed.), Educational Leadership and Administration, General
Honor January 2015 - Present
Becton Dickinson May 2011 - August 2012
Domino Sugar December 2009 - April 2011
Domino Sugar December 2009 - April 2011
Merrill Lynch April 2009 - December 2009
Merrill Lynch February 2008 - March 2009
Becton Dickinson Medical Devices September 2005 - January 2008
Peak Fitness Cardiovascular Health September 1999 - August 2005
Skills
Benefits Administration, Employee Benefits, PeopleSoft, COBRA, ADP Payroll, Open Enrollment, Human Resources, HRIS, SAP, Kronos Timekeeping, IRAs, Deferred Compensation, Training, Recruiting, New Hire Orientations, Payroll, FMLA, Administration, Background Checks, Onboarding, Applicant Tracking..., Administrative..., HR Policies, Taleo, Job Descriptions, Employee Relations, Hiring, Microsoft Office, Interviews, Talent Acquisition, Customer Service, Management, Talent Management, Internet Recruiting, Technical Recruiting, College Recruiting, Performance Management, Leadership, Sourcing, Team Building, Personnel Management, Organizational..., Microsoft Excel, Social Media, Time Management, Microsoft Word, Coaching, Contract Recruitment, Research, Strategic Planning
Education
State University of New York 2000 — 2004
BS
Westchester Community College 1997 — 1999
AA, Humanities/Social Sciences
Concordia College-New York
Master of Education (M.Ed.), Educational Leadership and Administration, General
Julie Deluca's Merrill Lynch Experience April 1997 - April 2001
Job Software Quality Assurance Manager Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2001 - Present
BNY Mellon June 2001 - Present
Merrill Lynch April 1997 - April 2001
Skills
User Acceptance Testing, Financial Services, SDLC, Business Analysis, Process Improvement, Risk Management, Software Quality..., Quality Center, Requirements Analysis, Quality Assurance, Project Management, Mutual Funds, System Testing
Education
University of North Florida
Community College of Rhode Island
BNY Mellon June 2001 - Present
BNY Mellon June 2001 - Present
Merrill Lynch April 1997 - April 2001
Skills
User Acceptance Testing, Financial Services, SDLC, Business Analysis, Process Improvement, Risk Management, Software Quality..., Quality Center, Requirements Analysis, Quality Assurance, Project Management, Mutual Funds, System Testing
Education
University of North Florida
Community College of Rhode Island
Pranav Phalke's Merrill Lynch Experience June 2010 - August 2010
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Electronic & Algorithmic Trading, Merrill Lynch August 2011 - Present
Department of Finance, The Pennsylvania State University August 2009 - August 2011
The Pennsylvania State University August 2008 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Quantitative Analytics, Quantitative Finance, Statistics, Bloomberg, Trading, Matlab, VBA, SAS, R, Bloomberg Terminal, Investment Banking, Financial Modeling, Qualitative Research, Derivatives, C++, C, Unix, SQL, Quantitative Research, Quantitative Analysis, Quantitative Modeling, Alumni Relations, Data Analysis, Minitab, Stata, Oracle, Operations Research, Equity Trading, Equity Research, Private Equity, Hedge Funds, Public Finance
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (M.S.), Operations Research (Financial Engineering)
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, Mathematics, Statistics, Economics
Electronic & Algorithmic Trading, Merrill Lynch August 2011 - Present
Department of Finance, The Pennsylvania State University August 2009 - August 2011
The Pennsylvania State University August 2008 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Quantitative Analytics, Quantitative Finance, Statistics, Bloomberg, Trading, Matlab, VBA, SAS, R, Bloomberg Terminal, Investment Banking, Financial Modeling, Qualitative Research, Derivatives, C++, C, Unix, SQL, Quantitative Research, Quantitative Analysis, Quantitative Modeling, Alumni Relations, Data Analysis, Minitab, Stata, Oracle, Operations Research, Equity Trading, Equity Research, Private Equity, Hedge Funds, Public Finance
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (M.S.), Operations Research (Financial Engineering)
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, Mathematics, Statistics, Economics
Xiaoshi (Sylvia) Yang's Merrill Lynch Experience June 2013 - August 2013
Job Student at Columbia University
Industry Financial Services
Experience
PwC August 2014 - Present
Columbia Business School January 2013 - May 2014
Columbia University January 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Tsinghua University July 2012 - August 2012
PwC June 2012 - July 2012
Nomura Securities June 2011 - August 2011
Skills
Matlab, Econometrics, Python, Research, Corporate Finance, Microsoft Excel, Microsoft Office, Stata, Economics, Financial Modeling, Statistics, Data Analysis, PowerPoint, Investment Banking
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics / History, 3.9
High School attached to Tsinghua University 2004 — 2010
PwC August 2014 - Present
Columbia Business School January 2013 - May 2014
Columbia University January 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Tsinghua University July 2012 - August 2012
PwC June 2012 - July 2012
Nomura Securities June 2011 - August 2011
Skills
Matlab, Econometrics, Python, Research, Corporate Finance, Microsoft Excel, Microsoft Office, Stata, Economics, Financial Modeling, Statistics, Data Analysis, PowerPoint, Investment Banking
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics / History, 3.9
High School attached to Tsinghua University 2004 — 2010
Guillermo Concepcion's Merrill Lynch Experience November 2004 - February 2007
Job President & CEO at GMC Imports Corp.
Industry Import and Export
Experience
GMC Imports Corp. March 2008 - Present
Merrill Lynch November 2004 - February 2007
PwC August 1998 - November 2004
Skills
CPA
Education
Iona College 1993 — 1998
Bachelor of Business Administration (BBA), Accounting
Concordia College-New York 1993 — 1995
GMC Imports Corp. March 2008 - Present
Merrill Lynch November 2004 - February 2007
PwC August 1998 - November 2004
Skills
CPA
Education
Iona College 1993 — 1998
Bachelor of Business Administration (BBA), Accounting
Concordia College-New York 1993 — 1995
Christie Russell's Merrill Lynch Experience September 2010 - July 2011
Job Imaging Associate at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage September 2011 - Present
Merrill Lynch September 2010 - July 2011
Wachovia, A Wells Fargo Company September 2002 - June 2010
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Loans, Real Estate, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Asset Management, Commercial Lending
Education
Concorde Career Institute-Jacksonville 2001 — 2002
First Coast High School 1996 — 1999
PHH Mortgage September 2011 - Present
Merrill Lynch September 2010 - July 2011
Wachovia, A Wells Fargo Company September 2002 - June 2010
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Loans, Real Estate, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Asset Management, Commercial Lending
Education
Concorde Career Institute-Jacksonville 2001 — 2002
First Coast High School 1996 — 1999
Jay Duncan's Merrill Lynch Experience March 2004 - December 2013
Job Vice President Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. December 2013 - Present
Merrill Lynch March 2004 - December 2013
Southtrust Investment services March 1999 - March 2004
SunTrust Investment Services, Inc. February 1994 - March 1999
Education
Columbus State University 1992 — 1995
Master of Business Administration (MBA), mba
The University of Georgia 1984 — 1989
Economics, Economics
SunTrust Investment Services, Inc. December 2013 - Present
Merrill Lynch March 2004 - December 2013
Southtrust Investment services March 1999 - March 2004
SunTrust Investment Services, Inc. February 1994 - March 1999
Education
Columbus State University 1992 — 1995
Master of Business Administration (MBA), mba
The University of Georgia 1984 — 1989
Economics, Economics
Neill Hatcher's Merrill Lynch Experience May 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Wholesale
Experience
Merrill Lynch May 2011 - Present
Columbus Bank & Trust Company April 2005 - January 2011
Columbus Bank & Trust Company November 1996 - April 2005
Skills
Credit, Loans, Strategic Planning, Portfolio Management
Education
Columbus State University 1988 — 1990
Bachelors, Business Admin
Merrill Lynch May 2011 - Present
Columbus Bank & Trust Company April 2005 - January 2011
Columbus Bank & Trust Company November 1996 - April 2005
Skills
Credit, Loans, Strategic Planning, Portfolio Management
Education
Columbus State University 1988 — 1990
Bachelors, Business Admin
Paula Cavallaro's Merrill Lynch Experience March 2000 - November 2002
Job Banking Professional
Industry Banking
Experience
Citizens Bank March 2004 - Present
Merrill Lynch March 2000 - November 2002
Bank Boston/RI Hospital Trust February 1986 - November 1998
Education
Sawyer School 1985 — 1985
Word Processing Certication
Community College of Rhode Island 1982 — 1983
Liberal Arts and Sciences/Liberal Studies
Citizens Bank March 2004 - Present
Merrill Lynch March 2000 - November 2002
Bank Boston/RI Hospital Trust February 1986 - November 1998
Education
Sawyer School 1985 — 1985
Word Processing Certication
Community College of Rhode Island 1982 — 1983
Liberal Arts and Sciences/Liberal Studies
Roee Hevrony's Merrill Lynch Experience 2008 - 2009
Job Babcock Power
Industry Oil & Energy
Experience
HIG Equity May 2009 - August 2010
Merrill Lynch 2008 - 2009
Skills
Economics, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Investments, Due Diligence, Portfolio Management, Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts (BA), Economics, Political Science
HIG Equity May 2009 - August 2010
Merrill Lynch 2008 - 2009
Skills
Economics, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Investments, Due Diligence, Portfolio Management, Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts (BA), Economics, Political Science
Michael Felicetti's Merrill Lynch Experience September 1996 - October 2010
Job Information Security Analyst at Solutionary
Industry Information Technology and Services
Experience
Solutionary July 2013 - April 2015
FedEx Services March 2013 - July 2013
Bank of America / QBE First August 2012 - March 2013
Clark Testing Group October 2011 - January 2012
Pittsburgh Technical Institute January 2010 - January 2012
Bank of America September 1996 - October 2010
Bank of America September 1996 - October 2010
Merrill Lynch September 1996 - October 2010
National City Home Loans in Document Services May 2007 - December 2008
National City Home July 2000 - January 2004
Skills
Software Installation, Troubleshooting, Help Desk Support, Software Documentation, Printers, Active Directory, Windows, Computer Repair, Computer Hardware, Windows 7, XP, TCP/IP, Windows XP, Software Testing, Network Security, Security, Windows & Mac operating..., Cleansing, Microsoft DNS, Customer Satisfaction, Cabling, Network Connectivity, E-commerce, HTML, Group Poli, BIOS, Windows 8
Education
Pittsburgh Technical Institute 2010 — 2012
Associate, ITSF
Community College of Allegheny County 2006 — 2008
Associate, Application Software Development
Community College of Allegheny County 1991 — 1996
Associate, Computer Information Systems
North Hills Senior High School 1988 — 1991
General Diploma, General Studies
Solutionary July 2013 - April 2015
FedEx Services March 2013 - July 2013
Bank of America / QBE First August 2012 - March 2013
Clark Testing Group October 2011 - January 2012
Pittsburgh Technical Institute January 2010 - January 2012
Bank of America September 1996 - October 2010
Bank of America September 1996 - October 2010
Merrill Lynch September 1996 - October 2010
National City Home Loans in Document Services May 2007 - December 2008
National City Home July 2000 - January 2004
Skills
Software Installation, Troubleshooting, Help Desk Support, Software Documentation, Printers, Active Directory, Windows, Computer Repair, Computer Hardware, Windows 7, XP, TCP/IP, Windows XP, Software Testing, Network Security, Security, Windows & Mac operating..., Cleansing, Microsoft DNS, Customer Satisfaction, Cabling, Network Connectivity, E-commerce, HTML, Group Poli, BIOS, Windows 8
Education
Pittsburgh Technical Institute 2010 — 2012
Associate, ITSF
Community College of Allegheny County 2006 — 2008
Associate, Application Software Development
Community College of Allegheny County 1991 — 1996
Associate, Computer Information Systems
North Hills Senior High School 1988 — 1991
General Diploma, General Studies
Roman Valiouline's Merrill Lynch Experience July 2006 - July 2008
Job Analyst
Industry Investment Management
Experience
Shumway Capital June 2013 - January 2015
Oak Hill Capital August 2008 - July 2011
Merrill Lynch July 2006 - July 2008
Skills
Strategic Planning, Social Media, Financial Modeling, Investment Banking, Private Equity, Equities, Corporate Finance, Due Diligence, Management Consulting, Valuation, Mergers
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2002 — 2006
BS, Engineering Management Systems
Shumway Capital June 2013 - January 2015
Oak Hill Capital August 2008 - July 2011
Merrill Lynch July 2006 - July 2008
Skills
Strategic Planning, Social Media, Financial Modeling, Investment Banking, Private Equity, Equities, Corporate Finance, Due Diligence, Management Consulting, Valuation, Mergers
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2002 — 2006
BS, Engineering Management Systems
David Hohmann's Merrill Lynch Experience February 2000 - September 2008
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2008 - Present
Morgan Stanley Wealth Management 2008 - 2012
Merrill Lynch February 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Financial Analysis, Guitarist
Education
Concordia University-River Forest 1981 — 1983
Concordia College-New York 1979 — 1983
Morgan Stanley Wealth Management September 2008 - Present
Morgan Stanley Wealth Management 2008 - 2012
Merrill Lynch February 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Financial Analysis, Guitarist
Education
Concordia University-River Forest 1981 — 1983
Concordia College-New York 1979 — 1983
Kareem Govan's Merrill Lynch Experience June 2010 - August 2010
Job Senior Analyst at PNC
Industry Financial Services
Experience
PNC Financial November 2010 - Present
Merrill Lynch June 2010 - August 2010
CADCOM January 2010 - April 2010
Target June 2009 - March 2010
City of Philadelphia May 2004 - March 2008
Skills
Software Documentation, Microsoft Office, Lotus Notes, Asset Life Cycle..., Outlook, Bloomberg Terminal, Oracle SQL Developer, IBM Mainframe
Education
The Pennsylvania State University 2002 — 2010
B.S, Business, Financial Services Option
Community College of Philadelphia 2003 — 2004
St. Joseph's Prep 1998 — 2002
PNC Financial November 2010 - Present
Merrill Lynch June 2010 - August 2010
CADCOM January 2010 - April 2010
Target June 2009 - March 2010
City of Philadelphia May 2004 - March 2008
Skills
Software Documentation, Microsoft Office, Lotus Notes, Asset Life Cycle..., Outlook, Bloomberg Terminal, Oracle SQL Developer, IBM Mainframe
Education
The Pennsylvania State University 2002 — 2010
B.S, Business, Financial Services Option
Community College of Philadelphia 2003 — 2004
St. Joseph's Prep 1998 — 2002
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank