Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jake Saba Jake Saba's Merrill Lynch Experience 1998 - 2001
Job Regional Director, Partner at MultiFunds, Inc.
Industry Financial Services
Experience
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Jennifer Piche Jennifer Piche's Merrill Lynch Experience October 2003 - November 2011
Job
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch October 2003 - November 2011
Wachovia Securities Financial Network November 1999 - October 2003
Education
Connecticut College 1994 — 1998
Bachelor of Arts (BA), Art History
Red Bank Catholic High School 1990 — 1994
UBS Financial Services November 2011 - Present
Merrill Lynch October 2003 - November 2011
Wachovia Securities Financial Network November 1999 - October 2003
Education
Connecticut College 1994 — 1998
Bachelor of Arts (BA), Art History
Red Bank Catholic High School 1990 — 1994
J Diego J Diego's Merrill Lynch Experience 1993 - 1995
Job Financial Advisor Assistant at Harvest Wealth Management
Industry Investment Management
Experience
Harvest Wealth Management 2012 - Present
Australasian Society for HIV Medicine 2007 - 2011
Bluestone & Hockley Real Estate Services 2002 - 2007
rushweb 2001 - 2002
Portland Institute for Contemporary Art 1999 - 2001
Boly:Welch 1995 - 1999
Merrill Lynch 1993 - 1995
Merrill Lynch 1992 - 1993
Skills
Social Media Marketing
Education
Connecticut College
Dance
Harvest Wealth Management 2012 - Present
Australasian Society for HIV Medicine 2007 - 2011
Bluestone & Hockley Real Estate Services 2002 - 2007
rushweb 2001 - 2002
Portland Institute for Contemporary Art 1999 - 2001
Boly:Welch 1995 - 1999
Merrill Lynch 1993 - 1995
Merrill Lynch 1992 - 1993
Skills
Social Media Marketing
Education
Connecticut College
Dance
Andres Silvestry III Andres Silvestry III's Merrill Lynch Experience September 2008 - May 2009
Job Associate Marketing Manager at The New York Times
Industry Marketing and Advertising
Experience
The New York Times March 2015 - Present
Barnes & Noble June 2013 - February 2015
CROSSMARK October 2012 - November 2012
Trust for Governors Island June 2012 - August 2012
Trust for Governors Island June 2011 - August 2011
Merrill Lynch September 2008 - May 2009
Education
Cornell University 2009 — 2013
Bergen County Academies 2005 — 2009
The New York Times March 2015 - Present
Barnes & Noble June 2013 - February 2015
CROSSMARK October 2012 - November 2012
Trust for Governors Island June 2012 - August 2012
Trust for Governors Island June 2011 - August 2011
Merrill Lynch September 2008 - May 2009
Education
Cornell University 2009 — 2013
Bergen County Academies 2005 — 2009
Cameron Nichols Cameron Nichols's Merrill Lynch Experience June 2005 - September 2005
Job SEO Account Director at RKG a Merkle Company
Industry Marketing and Advertising
Experience
RKG, a Merkle Company May 2013 - Present
Rimm-Kaufman Group August 2010 - April 2013
Nereus January 2010 - August 2010
Nereus. Strategic Communications, Worldwide. July 2008 - January 2010
Nereus April 2008 - July 2008
Waggener Edstrom June 2007 - October 2007
Gard & Gerber June 2006 - September 2006
Merrill Lynch June 2005 - September 2005
Skills
SEO, E-commerce SEO, SEO Audits, Public Relations
Education
University of Oregon 2004 — 2007
Business Administration, Marketing
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Business Administration, Marketing
Copenhagen Business School 2006 — 2006
International Business
Santa Clara University 2003 — 2004
RKG, a Merkle Company May 2013 - Present
Rimm-Kaufman Group August 2010 - April 2013
Nereus January 2010 - August 2010
Nereus. Strategic Communications, Worldwide. July 2008 - January 2010
Nereus April 2008 - July 2008
Waggener Edstrom June 2007 - October 2007
Gard & Gerber June 2006 - September 2006
Merrill Lynch June 2005 - September 2005
Skills
SEO, E-commerce SEO, SEO Audits, Public Relations
Education
University of Oregon 2004 — 2007
Business Administration, Marketing
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Business Administration, Marketing
Copenhagen Business School 2006 — 2006
International Business
Santa Clara University 2003 — 2004
Dominique Christiansen Dominique Christiansen's Merrill Lynch Experience August 2013 - Present
Job Registered Client Associate with the Venture Services Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - September 2012
Tides June 2010 - August 2010
Hampton Health Ltd. May 2008 - June 2010
Skills
SPSS, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Marketing Research, Access, Market Research, Salesforce.com, Analysis, Consumer Behaviour, Leadership, Auditing, Financial Accounting, Microsoft Office, Research, Facebook, Database Admin, Excel, Database Management, Consumer Behavior, Bloomberg Terminal, Restricted Stock, Series 7, Salesforce Training, Project Management, Business Development, Business Strategy, Business Analysis, Database Design, Database Administration
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Master of Business Administration (M.B.A.), Lundquist Center for Entrepreneurship
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business Administration with an Entrepreneurship and Marketing Concentration
Copenhagen Business School 2011 — 2011
Consumer Behavior and Value Based Leadership
Redwood High School
Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - September 2012
Tides June 2010 - August 2010
Hampton Health Ltd. May 2008 - June 2010
Skills
SPSS, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Marketing Research, Access, Market Research, Salesforce.com, Analysis, Consumer Behaviour, Leadership, Auditing, Financial Accounting, Microsoft Office, Research, Facebook, Database Admin, Excel, Database Management, Consumer Behavior, Bloomberg Terminal, Restricted Stock, Series 7, Salesforce Training, Project Management, Business Development, Business Strategy, Business Analysis, Database Design, Database Administration
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Master of Business Administration (M.B.A.), Lundquist Center for Entrepreneurship
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business Administration with an Entrepreneurship and Marketing Concentration
Copenhagen Business School 2011 — 2011
Consumer Behavior and Value Based Leadership
Redwood High School
Linda Tuerk Linda Tuerk's Merrill Lynch Experience 1982 - 1984
Job Tech & Executive Search: IT, Software Engineering, Security, All Tech Management. Job Search, Resumes & Profile Advisor.
Industry Staffing and Recruiting
Experience
SiliconValleySearch.com, a part of Software Images, Inc. October 1997 - Present
SiliconValleySearch.com August 2013 - Present
Software Images October 1997 - Present
Linda Tuerk September 1989 - December 2011
MRI Executive Solutions August 1984 - September 1989
Merrill Lynch 1982 - 1984
Skills
Technical Recruiting, Executive Search, Interviews, Search, Recruiting, Screening Resumes, SaaS, Talent Acquisition, Screening, Temporary Placement, Resume Writing, Management Consulting, Cloud Computing, IT Management, Software Development, Oracle, Consulting, Internet Recruiting, Talent Identification, Employer Branding, HRIS, SAP, Information Security..., Recruitment Advertising, ERP/CRM, HR Solutions, Software Implementation, Network Security, Business Applications, Java, Interview Preparation, Workday, GTD, Candidate Generation, Reference Checking, Job Search Coach, Job Search Advice, Job Search Support, Software Engineering, Recruitment/Retention, Candidate Screening, Job Search Strategies, Job Search, Hard to Fill Positions, Profiles, Profile Development, Cyber-security, Cyber Defense, Cyber Operations
Education
Connecticut College 1978 — 1982
BA, Government and Asian Studies
San Marino High School 1973 — 1978
Polytechnic and Westridge 1965 — 1973
SiliconValleySearch.com, a part of Software Images, Inc. October 1997 - Present
SiliconValleySearch.com August 2013 - Present
Software Images October 1997 - Present
Linda Tuerk September 1989 - December 2011
MRI Executive Solutions August 1984 - September 1989
Merrill Lynch 1982 - 1984
Skills
Technical Recruiting, Executive Search, Interviews, Search, Recruiting, Screening Resumes, SaaS, Talent Acquisition, Screening, Temporary Placement, Resume Writing, Management Consulting, Cloud Computing, IT Management, Software Development, Oracle, Consulting, Internet Recruiting, Talent Identification, Employer Branding, HRIS, SAP, Information Security..., Recruitment Advertising, ERP/CRM, HR Solutions, Software Implementation, Network Security, Business Applications, Java, Interview Preparation, Workday, GTD, Candidate Generation, Reference Checking, Job Search Coach, Job Search Advice, Job Search Support, Software Engineering, Recruitment/Retention, Candidate Screening, Job Search Strategies, Job Search, Hard to Fill Positions, Profiles, Profile Development, Cyber-security, Cyber Defense, Cyber Operations
Education
Connecticut College 1978 — 1982
BA, Government and Asian Studies
San Marino High School 1973 — 1978
Polytechnic and Westridge 1965 — 1973
Atif Riaz, CPA Atif Riaz, CPA's Merrill Lynch Experience September 2008 - December 2008
Job US E&P Controller at BG Group
Industry Oil & Energy
Experience
BG Group June 2013 - Present
Houston Area Community Services August 2011 - Present
BG Group October 2011 - June 2013
Ernst & Young May 2009 - October 2011
Rice University August 2006 - August 2009
American Commercial Lines July 2008 - March 2009
Merrill Lynch September 2008 - December 2008
Skills
Excel, Word, Microsoft Office, Financial Modeling, PowerPoint, Budgeting and..., Oil and Gas Production..., Financial Planning and..., Audit, Microsoft Word, Auditing, Microsoft Excel, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Accounting, Internal Controls, Forecasting, Risk Management, Budgets, Management, Leadership, Sarbanes-Oxley Act, US GAAP, GAAP, External Audit, Corporate Finance
Education
University of Virginia 2009 — 2010
Master's degree, Accounting and Finance, Summa Cum Laude
Rice University 2006 — 2009
Bachelor's degree, Economics, Management, Psychology, Summa Cum Laude
Cornell University 2005 — 2006
BG Group June 2013 - Present
Houston Area Community Services August 2011 - Present
BG Group October 2011 - June 2013
Ernst & Young May 2009 - October 2011
Rice University August 2006 - August 2009
American Commercial Lines July 2008 - March 2009
Merrill Lynch September 2008 - December 2008
Skills
Excel, Word, Microsoft Office, Financial Modeling, PowerPoint, Budgeting and..., Oil and Gas Production..., Financial Planning and..., Audit, Microsoft Word, Auditing, Microsoft Excel, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Accounting, Internal Controls, Forecasting, Risk Management, Budgets, Management, Leadership, Sarbanes-Oxley Act, US GAAP, GAAP, External Audit, Corporate Finance
Education
University of Virginia 2009 — 2010
Master's degree, Accounting and Finance, Summa Cum Laude
Rice University 2006 — 2009
Bachelor's degree, Economics, Management, Psychology, Summa Cum Laude
Cornell University 2005 — 2006
Douglas Miller Douglas Miller's Merrill Lynch Experience 1999 - 2001
Job Founder digital health startup; formerly food and financial industry professional.
Industry Health, Wellness and Fitness
Experience
The Lifeboat Foundation August 2014 - Present
Doug Miller Consultants 2011 - Present
Queensboro Farm Products 2001 - 2011
Merrill Lynch 1999 - 2001
The Bear Stearns Companies, Inc. 1996 - 1997
Gruntal & Co. 1995 - 1996
Lehman Brothers 1984 - 1995
Oppenheimer & Co. Inc. 1983 - 1984
Papamarkou & Co. 1982 - 1983
Merrill Lynch 1980 - 1982
Skills
Health, Wellness, Fitness, Nutrition, Biochemistry, Future Trends, Finance, Financial Analysis, International Economics, Sales, Marketing Strategy, Marketing, Investment Management, Investments, Small Business, Business Development, Entrepreneurship, Internet Strategy, Start-ups, Personnel Management, Supply Management, Proposal Writing, Presenting Proposals, Formulation, Product Development, Quality Control, Plant Operations, Food Manufacturing, Inventory Analysis, Inventory Control, Storage Management, Distribution Systems, Distribution Strategies, Back Office, Office Equipment, Information Technology, Computer Proficiency, Customer Service, Customer Retention, Accounts Receivable, Accounts Payable, Classical Ballet, Leadership, Business Strategy, Strategic Planning, Strategy, Management
Education
Cornell University 1972 — 1976
Bachelor's Degree, Biochemistry and Business Management
The Hun School of Princeton 1966 — 1970
High School
The Lifeboat Foundation August 2014 - Present
Doug Miller Consultants 2011 - Present
Queensboro Farm Products 2001 - 2011
Merrill Lynch 1999 - 2001
The Bear Stearns Companies, Inc. 1996 - 1997
Gruntal & Co. 1995 - 1996
Lehman Brothers 1984 - 1995
Oppenheimer & Co. Inc. 1983 - 1984
Papamarkou & Co. 1982 - 1983
Merrill Lynch 1980 - 1982
Skills
Health, Wellness, Fitness, Nutrition, Biochemistry, Future Trends, Finance, Financial Analysis, International Economics, Sales, Marketing Strategy, Marketing, Investment Management, Investments, Small Business, Business Development, Entrepreneurship, Internet Strategy, Start-ups, Personnel Management, Supply Management, Proposal Writing, Presenting Proposals, Formulation, Product Development, Quality Control, Plant Operations, Food Manufacturing, Inventory Analysis, Inventory Control, Storage Management, Distribution Systems, Distribution Strategies, Back Office, Office Equipment, Information Technology, Computer Proficiency, Customer Service, Customer Retention, Accounts Receivable, Accounts Payable, Classical Ballet, Leadership, Business Strategy, Strategic Planning, Strategy, Management
Education
Cornell University 1972 — 1976
Bachelor's Degree, Biochemistry and Business Management
The Hun School of Princeton 1966 — 1970
High School
Brian Rapf Brian Rapf's Merrill Lynch Experience June 2004 - October 2004
Job Real Estate Broker
Industry Investment Banking
Experience
Pritchett Rapf October 2010 - Present
Barclays Capital June 2007 - April 2010
Credit Suisse 2006 - 2007
Merrill Lynch June 2004 - October 2004
20th Century Fox May 2003 - August 2003
Skills
Financial Modeling, Valuation, Real Estate, Private Equity, Investment Properties, Real Estate Development, Finance, Corporate Finance, Real Estate Economics, Accounting, Investment Banking, DCF, PowerPoint, Due Diligence, LBO, Asset Management, Financial Analysis
Education
University of Southern California - Marshall School of Business 2001 — 2006
BA, Corporate Finance and Valuation
Copenhagen Business School 2005 — 2005
International Business
Pritchett Rapf October 2010 - Present
Barclays Capital June 2007 - April 2010
Credit Suisse 2006 - 2007
Merrill Lynch June 2004 - October 2004
20th Century Fox May 2003 - August 2003
Skills
Financial Modeling, Valuation, Real Estate, Private Equity, Investment Properties, Real Estate Development, Finance, Corporate Finance, Real Estate Economics, Accounting, Investment Banking, DCF, PowerPoint, Due Diligence, LBO, Asset Management, Financial Analysis
Education
University of Southern California - Marshall School of Business 2001 — 2006
BA, Corporate Finance and Valuation
Copenhagen Business School 2005 — 2005
International Business
Stefanie Schoenneman's Merrill Lynch Experience May 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Lasikplus March 2014 - May 2015
CVS Caremark Corporation November 2013 - March 2014
L.A. Fitness December 2011 - November 2013
Elmhurst Memorial Hospital and West Suburban Hospital May 2012 - May 2013
Bally Total Fitness and LA Fitness May 2009 - December 2011
Skills
Ultrasound, Sonography, Customer Service, Multi Tasking, Personal Care, Quality Patient Care, Computer Proficiency, Work in A Fast Paced..., Intellectual, Dependable Team Player, Leadership, Abdominal, Cpr Certified, Small Parts, Abdominal Imaging, ARDMS, Medical Terminology, Diagnostic Ultrasound, Doppler, Radiology, Direct Patient Care, Vascular, OB/GYN, PACS, Healthcare, Clinical Research, Medicine, Microsoft Excel, Management, CPR Certified, Obstetrics, Sales, Training, Hospitals, Pediatrics
Education
JCAHPO 2015 — 2015
Certified Ophthalmic Assistant, Ophthalmic Technician/Technologist
Concordia University Chicago 2013 — 2015
Bachelor's degree, Healthcare Management
Triton College 2011 — 2013
Associate of Arts and Sciences (AAS), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Triton College 2008 — 2010
Associate of Arts and Sciences (AAS), Biology, General
Merrill Lynch May 2015 - Present
Lasikplus March 2014 - May 2015
CVS Caremark Corporation November 2013 - March 2014
L.A. Fitness December 2011 - November 2013
Elmhurst Memorial Hospital and West Suburban Hospital May 2012 - May 2013
Bally Total Fitness and LA Fitness May 2009 - December 2011
Skills
Ultrasound, Sonography, Customer Service, Multi Tasking, Personal Care, Quality Patient Care, Computer Proficiency, Work in A Fast Paced..., Intellectual, Dependable Team Player, Leadership, Abdominal, Cpr Certified, Small Parts, Abdominal Imaging, ARDMS, Medical Terminology, Diagnostic Ultrasound, Doppler, Radiology, Direct Patient Care, Vascular, OB/GYN, PACS, Healthcare, Clinical Research, Medicine, Microsoft Excel, Management, CPR Certified, Obstetrics, Sales, Training, Hospitals, Pediatrics
Education
JCAHPO 2015 — 2015
Certified Ophthalmic Assistant, Ophthalmic Technician/Technologist
Concordia University Chicago 2013 — 2015
Bachelor's degree, Healthcare Management
Triton College 2011 — 2013
Associate of Arts and Sciences (AAS), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Triton College 2008 — 2010
Associate of Arts and Sciences (AAS), Biology, General
Brian Willem Brian Willem's Merrill Lynch Experience September 1996 - April 1998
Job Agile Software Development Leader
Industry Computer Software
Experience
Dell January 2015 - July 2015
Tidd Laboratories March 2014 - January 2015
Markov Processes International (MPI) March 2012 - January 2014
MSCI Inc. January 2004 - April 2012
Goldman Sachs Asset Management July 2001 - January 2004
Goldman Sachs May 1998 - July 2001
Merrill Lynch September 1996 - April 1998
Skills
Equities, Portfolio Management, Product Management, Financial Risk, Analytics, Fixed Income, Financial Services, Software Design, Java, Web Services, Agile Methodologies, Team Leadership, Mentoring, Software Development, Strategy, SaaS, Management, Business Analysis, SQL, Product Development
Education
Cornell University 1994 — 1996
MS, Computer Science
Rochester Institute of Technology 1990 — 1994
BS, Computer Science
Dell January 2015 - July 2015
Tidd Laboratories March 2014 - January 2015
Markov Processes International (MPI) March 2012 - January 2014
MSCI Inc. January 2004 - April 2012
Goldman Sachs Asset Management July 2001 - January 2004
Goldman Sachs May 1998 - July 2001
Merrill Lynch September 1996 - April 1998
Skills
Equities, Portfolio Management, Product Management, Financial Risk, Analytics, Fixed Income, Financial Services, Software Design, Java, Web Services, Agile Methodologies, Team Leadership, Mentoring, Software Development, Strategy, SaaS, Management, Business Analysis, SQL, Product Development
Education
Cornell University 1994 — 1996
MS, Computer Science
Rochester Institute of Technology 1990 — 1994
BS, Computer Science
Matt A. Pfister's Merrill Lynch Experience June 2010 - August 2010
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - December 2014
Fidelity Investments February 2012 - February 2013
Riverside Casino & Golf Resort November 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Series 7, Series 63, Series 65, Life Insurance
Education
Cornell College 2007 — 2011
Bachelor, Economics and Business
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - December 2014
Fidelity Investments February 2012 - February 2013
Riverside Casino & Golf Resort November 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Series 7, Series 63, Series 65, Life Insurance
Education
Cornell College 2007 — 2011
Bachelor, Economics and Business
Charles J Fuhrmann's Merrill Lynch Experience June 2010 - August 2010
Job Small Business Advocate at OnDeck
Industry Financial Services
Experience
OnDeck January 2015 - Present
Creekside Capital LLC February 2014 - November 2014
EUNAS July 2012 - July 2013
Argo International July 2012 - September 2012
Argo Group June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
ManCamp July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Entrepreneurship, Website Development, Online Advertising, Google Analytics, Fundraising, Financial Analysis, Financial Modeling, Corporate Finance, New Business Development, Social Media, Business Strategy, Marketing, PowerPoint, Teamwork, Event Planning, Photoshop, Project Sponsorship, Leadership, Analysis
Education
The University of Edinburgh 2009 — 2013
Master of Arts with Honours (M.A. Hons), International Business
Copenhagen Business School 2011 — 2012
3rd Year Abroad, International Business
Alamo Heights High School 2005 — 2009
GED
OnDeck January 2015 - Present
Creekside Capital LLC February 2014 - November 2014
EUNAS July 2012 - July 2013
Argo International July 2012 - September 2012
Argo Group June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
ManCamp July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Entrepreneurship, Website Development, Online Advertising, Google Analytics, Fundraising, Financial Analysis, Financial Modeling, Corporate Finance, New Business Development, Social Media, Business Strategy, Marketing, PowerPoint, Teamwork, Event Planning, Photoshop, Project Sponsorship, Leadership, Analysis
Education
The University of Edinburgh 2009 — 2013
Master of Arts with Honours (M.A. Hons), International Business
Copenhagen Business School 2011 — 2012
3rd Year Abroad, International Business
Alamo Heights High School 2005 — 2009
GED
Jennifer Gross's Merrill Lynch Experience June 2008 - August 2008
Job Vice President, Associate Director, Business Development at The CDM Group
Industry Marketing and Advertising
Experience
The CDM Group December 2014 - Present
Cline Davis & Mann June 2013 - December 2014
Omnicom Group November 2012 - May 2013
Cline Davis & Mann February 2012 - November 2012
Cline Davis & Mann August 2011 - February 2012
Cline Davis & Mann October 2010 - July 2011
DoDEA June 2010 - September 2010
Wirecard AG January 2009 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Oncology, Product Lifecycle..., New Business Development, Emerging Markets, Marketing Strategy, Leadership, Business Development, Value-Conscious..., Anti-Cannibalization..., SME Export Growth, Market Mapping, Holding Company..., Competitive Analysis, Integrated Marketing, Digital Strategy, Management, Strategy, Market Research, Digital Marketing, Marketing
Education
Connecticut College 2006 — 2010
University of Tübingen
The CDM Group December 2014 - Present
Cline Davis & Mann June 2013 - December 2014
Omnicom Group November 2012 - May 2013
Cline Davis & Mann February 2012 - November 2012
Cline Davis & Mann August 2011 - February 2012
Cline Davis & Mann October 2010 - July 2011
DoDEA June 2010 - September 2010
Wirecard AG January 2009 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Oncology, Product Lifecycle..., New Business Development, Emerging Markets, Marketing Strategy, Leadership, Business Development, Value-Conscious..., Anti-Cannibalization..., SME Export Growth, Market Mapping, Holding Company..., Competitive Analysis, Integrated Marketing, Digital Strategy, Management, Strategy, Market Research, Digital Marketing, Marketing
Education
Connecticut College 2006 — 2010
University of Tübingen
Franz Schleimer Franz Schleimer's Merrill Lynch Experience January 2011 - June 2011
Job Account Strategist at Google
Industry Management Consulting
Experience
Google February 2013 - Present
SPORTFIVE (Lagardère Group) January 2012 - August 2012
Pull Media October 2011 - January 2012
Sojeans August 2011 - October 2011
Merrill Lynch January 2011 - June 2011
Teuschler Holz Gmbh June 2009 - September 2009
Grameen Bank July 2008 - September 2008
Skills
Market Analysis, Business Strategy, Financial Analysis, Market Research, Corporate Finance, Management Consulting, Marketing Strategy, Entrepreneurship, Economics, Business Planning, French, German, Bloomberg, Due Diligence, Marketing Management, Marketing, Valuation, Event Management, Spanish, Analysis, Product Management, Management
Education
EM Lyon 2010 — 2011
Msc, Management
Copenhagen Business School 2009 — 2011
Master, International Business
Bocconi University 2006 — 2009
Bachelor, International Economics and Management
Google February 2013 - Present
SPORTFIVE (Lagardère Group) January 2012 - August 2012
Pull Media October 2011 - January 2012
Sojeans August 2011 - October 2011
Merrill Lynch January 2011 - June 2011
Teuschler Holz Gmbh June 2009 - September 2009
Grameen Bank July 2008 - September 2008
Skills
Market Analysis, Business Strategy, Financial Analysis, Market Research, Corporate Finance, Management Consulting, Marketing Strategy, Entrepreneurship, Economics, Business Planning, French, German, Bloomberg, Due Diligence, Marketing Management, Marketing, Valuation, Event Management, Spanish, Analysis, Product Management, Management
Education
EM Lyon 2010 — 2011
Msc, Management
Copenhagen Business School 2009 — 2011
Master, International Business
Bocconi University 2006 — 2009
Bachelor, International Economics and Management
Maurice Salameh, F.Pl Maurice Salameh, F.Pl's Merrill Lynch Experience June 2002 - August 2002
Job Wealth Advisor & Financial Planner at Financière Des ProfessionnelsGestion Privée
Industry Banking
Experience
Financière Des Professionnels March 2013 - Present
BMO Harris Private Banking September 2011 - October 2012
RBC Wealth Management March 2008 - July 2011
RBC January 2007 - March 2008
RBC July 2005 - December 2006
RBC June 2004 - June 2005
Merrill Lynch June 2002 - August 2002
Skills
Wealth Management, Investments, Strategic Financial..., Banking, Private Banking, Mutual Funds, Portfolio Management
Education
Institut Quebecois de la Planification Financiere 2005 — 2008
F.Pl (CFP), Financial Planning and Services
CSI 2004 — 2004
CSC "Canadian Securities Course", Investments
Concordia University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance, General
Financière Des Professionnels March 2013 - Present
BMO Harris Private Banking September 2011 - October 2012
RBC Wealth Management March 2008 - July 2011
RBC January 2007 - March 2008
RBC July 2005 - December 2006
RBC June 2004 - June 2005
Merrill Lynch June 2002 - August 2002
Skills
Wealth Management, Investments, Strategic Financial..., Banking, Private Banking, Mutual Funds, Portfolio Management
Education
Institut Quebecois de la Planification Financiere 2005 — 2008
F.Pl (CFP), Financial Planning and Services
CSI 2004 — 2004
CSC "Canadian Securities Course", Investments
Concordia University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance, General
Lucy Han Lucy Han's Merrill Lynch Experience July 2009 - August 2009
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC June 2014 - August 2014
Shenzhen CDF-Capital July 2013 - August 2013
Fannie Mae June 2012 - June 2013
Fannie Mae March 2010 - June 2012
Merrill Lynch July 2009 - August 2009
Bill Me Later, Inc. (PayPal) June 2008 - August 2008
Maxim Healthcare Services June 2007 - August 2007
Education
University of California, Los Angeles 2013 — 2015
Master of Business Administration (MBA), Finance/Strategy
Connecticut College 2006 — 2010
B.A., Economics, International Relations, Mathematics
School of Oriental and African Studies, U. of London 2008 — 2009
Study Abroad
PwC June 2014 - August 2014
Shenzhen CDF-Capital July 2013 - August 2013
Fannie Mae June 2012 - June 2013
Fannie Mae March 2010 - June 2012
Merrill Lynch July 2009 - August 2009
Bill Me Later, Inc. (PayPal) June 2008 - August 2008
Maxim Healthcare Services June 2007 - August 2007
Education
University of California, Los Angeles 2013 — 2015
Master of Business Administration (MBA), Finance/Strategy
Connecticut College 2006 — 2010
B.A., Economics, International Relations, Mathematics
School of Oriental and African Studies, U. of London 2008 — 2009
Study Abroad
Christopher Faruol, CFP® Christopher Faruol, CFP®'s Merrill Lynch Experience January 1998 - August 2007
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2007 - Present
UBS Wealth Management August 2007 - Present
Merrill Lynch January 1998 - August 2007
Education
Cornell University 1994 — 1997
BS, Hotel Administration
Chaminade High School 1990 — 1994
UBS Wealth Management August 2007 - Present
UBS Wealth Management August 2007 - Present
Merrill Lynch January 1998 - August 2007
Education
Cornell University 1994 — 1997
BS, Hotel Administration
Chaminade High School 1990 — 1994
Deniz Ibrahim Deniz Ibrahim's Merrill Lynch Experience 2008 - 2009
Job Sr. Product Marketing Manager at Bigcommerce
Industry Marketing and Advertising
Experience
Bigcommerce August 2015 - Present
American Express August 2011 - July 2015
American Express March 2010 - August 2011
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Cornell University 2004 - 2007
SeamlessWeb June 2005 - August 2005
Skills
Product Management, Marketing Strategy, Digital Marketing, Product Development, Financial Modeling, Product Marketing, Competitive Analysis
Education
Cornell University 2003 — 2007
B.S., Industrial and Labor Relations; Business Studies
Danish International Studies Program at the Uni. of Copenhagen 2006 — 2006
Study Abroad - International Business
Bigcommerce August 2015 - Present
American Express August 2011 - July 2015
American Express March 2010 - August 2011
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Cornell University 2004 - 2007
SeamlessWeb June 2005 - August 2005
Skills
Product Management, Marketing Strategy, Digital Marketing, Product Development, Financial Modeling, Product Marketing, Competitive Analysis
Education
Cornell University 2003 — 2007
B.S., Industrial and Labor Relations; Business Studies
Danish International Studies Program at the Uni. of Copenhagen 2006 — 2006
Study Abroad - International Business
Emelyn Northway Emelyn Northway's Merrill Lynch Experience June 2007 - June 2009
Job CoFounder at Of Mercer
Industry Venture Capital & Private Equity
Experience
Of Mercer January 2012 - Present
Liberty Partners June 2009 - June 2011
Merrill Lynch June 2007 - June 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Marketing and Operations Management
Cornell University 2003 — 2007
BA, Economics, Psychology
Of Mercer January 2012 - Present
Liberty Partners June 2009 - June 2011
Merrill Lynch June 2007 - June 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Marketing and Operations Management
Cornell University 2003 — 2007
BA, Economics, Psychology
Michael Knight Michael Knight's Merrill Lynch Experience June 2011 - August 2011
Job Associate Global Credit and Special Situations, Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch July 2012 - October 2014
Merrill Lynch June 2011 - August 2011
John Molson Investment Society May 2009 - May 2011
Healthcare of Ontario Pension Plan May 2010 - August 2010
JMIS-FISA May 2009 - March 2010
RBC Capital Markets May 2009 - August 2009
Normandy Hill Capital 2008 - 2008
Skills
Capital Markets, Derivatives, Investments, High Yield, Bloomberg, Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg Terminal, Corporate Finance, Investment Banking, Equity Valuation, Distressed Debt, Covenants, Mergers & Acquisitions, CDS, Fixed Income Analysis, Fixed Income Portfolio..., REIT, Hedge Funds, Alternative Investments, Capital IQ, Asset Management, Microsoft Excel, Private Equity
Education
Concordia University 2007 — 2012
Bachelor's of Commerce -, Finance, With Distinction - Valedictorian
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch July 2012 - October 2014
Merrill Lynch June 2011 - August 2011
John Molson Investment Society May 2009 - May 2011
Healthcare of Ontario Pension Plan May 2010 - August 2010
JMIS-FISA May 2009 - March 2010
RBC Capital Markets May 2009 - August 2009
Normandy Hill Capital 2008 - 2008
Skills
Capital Markets, Derivatives, Investments, High Yield, Bloomberg, Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg Terminal, Corporate Finance, Investment Banking, Equity Valuation, Distressed Debt, Covenants, Mergers & Acquisitions, CDS, Fixed Income Analysis, Fixed Income Portfolio..., REIT, Hedge Funds, Alternative Investments, Capital IQ, Asset Management, Microsoft Excel, Private Equity
Education
Concordia University 2007 — 2012
Bachelor's of Commerce -, Finance, With Distinction - Valedictorian
James Miley James Miley's Merrill Lynch Experience December 2006 - December 2009
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Merrill Lynch December 2006 - December 2009
Education
Concordia University-St. Paul 1999 — 2003
BBA
St. Thomas Academy 1992 — 2000
RBC Wealth Management December 2009 - Present
Merrill Lynch December 2006 - December 2009
Education
Concordia University-St. Paul 1999 — 2003
BBA
St. Thomas Academy 1992 — 2000
Ivan Canales Ivan Canales's Merrill Lynch Experience June 2005 - April 2006
Job Sr Product Manager at SigFig
Industry Internet
Experience
SigFig May 2015 - Present
Amazon Web Services July 2011 - May 2015
Stanford Graduate School of Business August 2009 - June 2011
Databank Private Equity August 2010 - September 2010
Flip Video (Cisco Systems) June 2010 - August 2010
Credit Suisse April 2006 - July 2009
Merrill Lynch June 2005 - April 2006
Infosys Technologies Ltd 2003 - 2003
Skills
Valuation, Product Management, Financial Modeling, Investment Banking, Pricing Strategy, Financial Analysis, Corporate Finance, Emerging Markets, Product Marketing, Consumer Internet, Cloud Computing, Mergers & Acquisitions, Competitive Analysis, Private Equity, Market Analysis
Education
Stanford Graduate School of Business 2009 — 2011
MBA, Business
Cornell University 2001 — 2005
Bachelors, Computer Science, Electrical Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2001
High School, International Baccalaureate
SigFig May 2015 - Present
Amazon Web Services July 2011 - May 2015
Stanford Graduate School of Business August 2009 - June 2011
Databank Private Equity August 2010 - September 2010
Flip Video (Cisco Systems) June 2010 - August 2010
Credit Suisse April 2006 - July 2009
Merrill Lynch June 2005 - April 2006
Infosys Technologies Ltd 2003 - 2003
Skills
Valuation, Product Management, Financial Modeling, Investment Banking, Pricing Strategy, Financial Analysis, Corporate Finance, Emerging Markets, Product Marketing, Consumer Internet, Cloud Computing, Mergers & Acquisitions, Competitive Analysis, Private Equity, Market Analysis
Education
Stanford Graduate School of Business 2009 — 2011
MBA, Business
Cornell University 2001 — 2005
Bachelors, Computer Science, Electrical Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2001
High School, International Baccalaureate
Daniel T Genis's Merrill Lynch Experience October 2011 - April 2012
Job M&A Investment Banking Analyst at HSBC Global Banking and Markets
Industry Investment Banking
Experience
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets June 2013 - August 2013
Gannett Welsh & Kotler June 2012 - August 2012
Boston College May 2012 - August 2012
Merrill Lynch October 2011 - April 2012
J.Crew March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Investments, Bloomberg Terminal, ThomsonOne, Company Valuation, DCF Valuation, LBO, Multiples, Precedent Transactions, Comparable Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's of Science in Management, Concentration in Finance
Copenhagen Business School 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Finance
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets June 2013 - August 2013
Gannett Welsh & Kotler June 2012 - August 2012
Boston College May 2012 - August 2012
Merrill Lynch October 2011 - April 2012
J.Crew March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Investments, Bloomberg Terminal, ThomsonOne, Company Valuation, DCF Valuation, LBO, Multiples, Precedent Transactions, Comparable Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's of Science in Management, Concentration in Finance
Copenhagen Business School 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Finance
Ben Stevenson Ben Stevenson's Merrill Lynch Experience June 2012 - August 2012
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2013 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Holiday Inn Express May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Social Media, English, Data Entry, Research, Teamwork, Economics, Outlook, Microsoft Excel, Microsoft Word, Data Analysis, Management, Spanish
Education
University of North Carolina at Chapel Hill 2009 — 2013
BA, Mathematics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Business Administration
The Chinese University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Copenhagen Business School 2011 — 2011
Bachelor of Science (BSc), International Business
The Boston Consulting Group September 2013 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Holiday Inn Express May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Social Media, English, Data Entry, Research, Teamwork, Economics, Outlook, Microsoft Excel, Microsoft Word, Data Analysis, Management, Spanish
Education
University of North Carolina at Chapel Hill 2009 — 2013
BA, Mathematics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Business Administration
The Chinese University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Copenhagen Business School 2011 — 2011
Bachelor of Science (BSc), International Business
Ken Zadoorian III Ken Zadoorian III's Merrill Lynch Experience April 2011 - May 2012
Job Training and Implementation Consultant
Industry Computer Software
Experience
AppointmentPlus August 2013 - Present
Appointment-Plus May 2012 - August 2013
Merrill Lynch April 2011 - May 2012
Charles Schwab November 2009 - April 2011
Cox Media August 2008 - November 2009
Cox Communications October 2005 - August 2008
Skills
Business Development, Training, Analysis, Management, Recruiting, Banking, Advertising, Portfolio Management, Enterprise Software, Account Management, Sales, Strategic Planning, Customer Service, Integrated Marketing, Mobile Devices, Marketing, Leadership, Start-ups, Sales Process, CRM, Team Leadership
Education
Conservatory of Recording Arts and Sciences 2002 — 2003
Audio Engineering Ceritifications, Audiovisual Communications Technologies/Technicians
AppointmentPlus August 2013 - Present
Appointment-Plus May 2012 - August 2013
Merrill Lynch April 2011 - May 2012
Charles Schwab November 2009 - April 2011
Cox Media August 2008 - November 2009
Cox Communications October 2005 - August 2008
Skills
Business Development, Training, Analysis, Management, Recruiting, Banking, Advertising, Portfolio Management, Enterprise Software, Account Management, Sales, Strategic Planning, Customer Service, Integrated Marketing, Mobile Devices, Marketing, Leadership, Start-ups, Sales Process, CRM, Team Leadership
Education
Conservatory of Recording Arts and Sciences 2002 — 2003
Audio Engineering Ceritifications, Audiovisual Communications Technologies/Technicians
Clare Tuma, SPHR, SHRM-SCP Clare Tuma, SPHR, SHRM-SCP's Merrill Lynch Experience November 2004 - November 2005
Job HR Director at IMVU
Industry Computer Games
Experience
IMVU April 2015 - Present
HR.com March 2015 - Present
IMVU February 2012 - Present
IMVU November 2005 - February 2012
Merrill Lynch November 2004 - November 2005
There July 2000 - April 2004
Teacher Universe August 1999 - January 2000
The Presidio Group LLC 1999 - 2000
Oracle July 1997 - August 1999
Verifone, Inc. October 1996 - July 1997
Skills
Start-ups, Financial Analysis, Executive Management, Finance, Mergers & Acquisitions, Management, Human Resources, Strategy, Cross-functional Team..., Analytics, Income Statement, P&L Management, Lead Generation, Customer Acquisition, Business Planning, Leadership, Strategic Partnerships, Entrepreneurship, Business Strategy, Strategic Planning, Business Development, Analysis, Competitive Analysis, Statistics, Benchmarking, Metrics, Accounting, Financial Modeling, Management Consulting, Venture Capital, Mergers, Budgets, Mobile Devices, Account Management, Due Diligence, Strategic Financial..., Risk Management, Partnerships, Financial Reporting, Managerial Finance, P&L, Compensation & Benefits
Education
Kaplan University 2004 — 2005
New York University 1991 — 1995
MBA
Cornell University 1987 — 1991
1991
University of Vienna 1989 — 1989
John F Kennedy Schule 1985 — 1987
HS Diploma
HRCP
IMVU April 2015 - Present
HR.com March 2015 - Present
IMVU February 2012 - Present
IMVU November 2005 - February 2012
Merrill Lynch November 2004 - November 2005
There July 2000 - April 2004
Teacher Universe August 1999 - January 2000
The Presidio Group LLC 1999 - 2000
Oracle July 1997 - August 1999
Verifone, Inc. October 1996 - July 1997
Skills
Start-ups, Financial Analysis, Executive Management, Finance, Mergers & Acquisitions, Management, Human Resources, Strategy, Cross-functional Team..., Analytics, Income Statement, P&L Management, Lead Generation, Customer Acquisition, Business Planning, Leadership, Strategic Partnerships, Entrepreneurship, Business Strategy, Strategic Planning, Business Development, Analysis, Competitive Analysis, Statistics, Benchmarking, Metrics, Accounting, Financial Modeling, Management Consulting, Venture Capital, Mergers, Budgets, Mobile Devices, Account Management, Due Diligence, Strategic Financial..., Risk Management, Partnerships, Financial Reporting, Managerial Finance, P&L, Compensation & Benefits
Education
Kaplan University 2004 — 2005
New York University 1991 — 1995
MBA
Cornell University 1987 — 1991
1991
University of Vienna 1989 — 1989
John F Kennedy Schule 1985 — 1987
HS Diploma
HRCP
Alexandre Bergeron Alexandre Bergeron's Merrill Lynch Experience June 1998 - November 2002
Job Director, Credit Capital Markets at National Bank Financial
Industry Investment Banking
Experience
National Bank Financial November 2012 - Present
Domtar November 2011 - November 2012
RBC Capital Markets March 2004 - November 2011
Merrill Lynch June 1998 - November 2002
Skills
Corporate Finance, Mergers, Corporate Development, Mergers & Acquisitions, Investments, LBO, Financial Structuring, Financial Modeling, Investment Banking, Strategy, Finance, IPO, Equities, Capital Markets, Business Development
Education
Wharton Business School 2001 — 2001
Executive Education Program, Finance & Strategy
CFA 1999 — 2001
CFA
HEC Montreal 1995 — 1998
B.A.A., Finance
Copenhagen Business School 1996 — 1996
International Management & Economics
National Bank Financial November 2012 - Present
Domtar November 2011 - November 2012
RBC Capital Markets March 2004 - November 2011
Merrill Lynch June 1998 - November 2002
Skills
Corporate Finance, Mergers, Corporate Development, Mergers & Acquisitions, Investments, LBO, Financial Structuring, Financial Modeling, Investment Banking, Strategy, Finance, IPO, Equities, Capital Markets, Business Development
Education
Wharton Business School 2001 — 2001
Executive Education Program, Finance & Strategy
CFA 1999 — 2001
CFA
HEC Montreal 1995 — 1998
B.A.A., Finance
Copenhagen Business School 1996 — 1996
International Management & Economics
Devashish Kumar, CFA's Merrill Lynch Experience March 2012 - August 2013
Job Vice President, Principal Strategies Group at Nomura
Industry Capital Markets
Experience
Nomura August 2013 - Present
Merrill Lynch March 2012 - August 2013
UBS Investment Bank January 2011 - March 2012
Merrill Lynch July 2008 - January 2010
BlackRock January 2007 - May 2007
Skills
Equities, Equity Derivatives, Trading, FX Options, Convertible Bonds, Options, Interest Rate..., Convertible Arbitrage, Derivatives, Structured Products, Emerging Markets, Credit Derivatives, Quantitative Finance, Trading Systems, Equity Trading, Swaps, Hedge Funds, Fixed Income, Rates, Capital Markets, Portfolio Management, Bonds, Bloomberg, Preferred Stock
Education
Cornell University 2010 — 2011
Master of Engineering, Financial Engineering Concentration (Operations Research)
Cornell University 2004 — 2008
Bachelor of Science, Operations Research & Engineering
International School of Tanganyika 2000 — 2004
International Baccalaureate, Physics, Chemistry, Math, Economics, Spanish
SEC Series 3, 7, 55 and 63
Nomura August 2013 - Present
Merrill Lynch March 2012 - August 2013
UBS Investment Bank January 2011 - March 2012
Merrill Lynch July 2008 - January 2010
BlackRock January 2007 - May 2007
Skills
Equities, Equity Derivatives, Trading, FX Options, Convertible Bonds, Options, Interest Rate..., Convertible Arbitrage, Derivatives, Structured Products, Emerging Markets, Credit Derivatives, Quantitative Finance, Trading Systems, Equity Trading, Swaps, Hedge Funds, Fixed Income, Rates, Capital Markets, Portfolio Management, Bonds, Bloomberg, Preferred Stock
Education
Cornell University 2010 — 2011
Master of Engineering, Financial Engineering Concentration (Operations Research)
Cornell University 2004 — 2008
Bachelor of Science, Operations Research & Engineering
International School of Tanganyika 2000 — 2004
International Baccalaureate, Physics, Chemistry, Math, Economics, Spanish
SEC Series 3, 7, 55 and 63
Scott Pollack, CAP®, AAMS® Scott Pollack, CAP®, AAMS®'s Merrill Lynch Experience 1997 - 1999
Job Founder and Managing Partner, Pollack Financial Group,llc
Industry Investment Management
Experience
Pollack Financial Group,llc 2010 - Present
Pollack Financial Group, llc December 2005 - Present
ING/Financial Network 1999 - 2004
Merrill Lynch 1997 - 1999
TIAA-CREF 1992 - 1997
Prudential 1989 - 1991
Education
The American College 2011 — 2012
Chartered Advisor in Philanthropy, Financial Planning
Connecticut College 1976 — 1980
BA, Psychology
Pollack Financial Group,llc 2010 - Present
Pollack Financial Group, llc December 2005 - Present
ING/Financial Network 1999 - 2004
Merrill Lynch 1997 - 1999
TIAA-CREF 1992 - 1997
Prudential 1989 - 1991
Education
The American College 2011 — 2012
Chartered Advisor in Philanthropy, Financial Planning
Connecticut College 1976 — 1980
BA, Psychology
Renato Grandmont Renato Grandmont's Merrill Lynch Experience 1996 - 1999
Job Managing Director & Chief Investment Officer at Citigroup
Industry Financial Services
Experience
Citigroup 2006 - Present
Citi 2006 - Present
Citi 2008 - 2011
Citi 2009 - 2010
GreenAm Advisors - Paloma Partners 2005 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1999 - 2002
Merrill Lynch 1996 - 1999
WEFA Group - Wharton Econometric Forecasting Associates 1994 - 1996
Skills
Portfolio Management, Investments, Strategy, Wealth Management, Emerging Markets, Spanish, Portuguese, Equities, Hedge Funds, FX Options, Capital Markets, Alternative Investments, English, Management, Financial Markets, Fixed Income, Private Equity, Risk Management, Investment Banking, Mutual Funds, Mergers & Acquisitions, Asset Management, Business Planning, Valuation, Latin America, Structured Products, Structured Finance, Economics, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Business Strategy, Financial Analysis, Securities, Equity Research, Corporate Finance, French, Private Banking, Bloomberg, Trading, Restructuring, Corporate Governance, Investment Advisory, Investment Strategies, Series 7, Fund Of Funds, Bonds, Financial Structuring
Education
Harvard Business School
Advanced Management Program
Université de Montréal
Masters, Economics
Concordia University
B. Comm., Economics and International Business
Colegio Sao Luis, Sao Paulo
Citigroup 2006 - Present
Citi 2006 - Present
Citi 2008 - 2011
Citi 2009 - 2010
GreenAm Advisors - Paloma Partners 2005 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1999 - 2002
Merrill Lynch 1996 - 1999
WEFA Group - Wharton Econometric Forecasting Associates 1994 - 1996
Skills
Portfolio Management, Investments, Strategy, Wealth Management, Emerging Markets, Spanish, Portuguese, Equities, Hedge Funds, FX Options, Capital Markets, Alternative Investments, English, Management, Financial Markets, Fixed Income, Private Equity, Risk Management, Investment Banking, Mutual Funds, Mergers & Acquisitions, Asset Management, Business Planning, Valuation, Latin America, Structured Products, Structured Finance, Economics, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Business Strategy, Financial Analysis, Securities, Equity Research, Corporate Finance, French, Private Banking, Bloomberg, Trading, Restructuring, Corporate Governance, Investment Advisory, Investment Strategies, Series 7, Fund Of Funds, Bonds, Financial Structuring
Education
Harvard Business School
Advanced Management Program
Université de Montréal
Masters, Economics
Concordia University
B. Comm., Economics and International Business
Colegio Sao Luis, Sao Paulo
Andrew DeMaio Andrew DeMaio's Merrill Lynch Experience 2005 - 2006
Job Practice Lead, Global Business Practice at Apptio
Industry Information Technology and Services
Experience
Apptio December 2011 - Present
Credit Suisse 2009 - 2011
HP Software November 2006 - April 2009
Merrill Lynch 2005 - 2006
Marsh April 2002 - December 2004
Scient June 2000 - May 2001
Gartner October 1999 - May 2000
Accenture October 1997 - October 1999
K-III Communications April 1996 - October 1997
Booz & Company June 1990 - April 1996
Skills
IT Strategy, Governance, Enterprise Software, Enterprise Architecture, PMO, Program Management, Project Portfolio..., Cloud Computing, Professional Services, IT Service Management, SaaS, Business Analysis, Strategy, Management Consulting, CRM, Project Management, IT Management, SDLC, Business Process..., ITIL
Education
New York University 1986 — 1988
MBA
Cornell University 1980 — 1984
BA
Regis High School 1976 — 1980
Apptio December 2011 - Present
Credit Suisse 2009 - 2011
HP Software November 2006 - April 2009
Merrill Lynch 2005 - 2006
Marsh April 2002 - December 2004
Scient June 2000 - May 2001
Gartner October 1999 - May 2000
Accenture October 1997 - October 1999
K-III Communications April 1996 - October 1997
Booz & Company June 1990 - April 1996
Skills
IT Strategy, Governance, Enterprise Software, Enterprise Architecture, PMO, Program Management, Project Portfolio..., Cloud Computing, Professional Services, IT Service Management, SaaS, Business Analysis, Strategy, Management Consulting, CRM, Project Management, IT Management, SDLC, Business Process..., ITIL
Education
New York University 1986 — 1988
MBA
Cornell University 1980 — 1984
BA
Regis High School 1976 — 1980
Cesar Rufo's Merrill Lynch Experience 2007 - 2007
Job Director of Marketing & Strategy at Booker Software
Industry Internet
Experience
Booker Software June 2014 - Present
StreetWise Partners 2013 - Present
TravelClick April 2013 - June 2014
American Express 2012 - 2013
American Express 2010 - 2012
American Express 2009 - 2010
Cornell University 2006 - 2009
Thomson Reuters 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Strategy, Business Development, Marketing, Competitive Analysis, Strategic Partnerships, Management, Financial Modeling, Start-ups, Product Management, Leadership, Pricing, Cross-functional Team..., CRM, Negotiation, Team Building, Customer Service, Sales, Financial Analysis, Business Analysis, Salesforce.com, New Business Development, Entrepreneurship, Analysis, Team Leadership, Business Strategy, E-commerce, Portfolio Management, Product Marketing, Finance, Marketing Strategy, Mergers & Acquisitions, Process Improvement, B2B, Analytics, Market Research, Management Consulting, Customer Relations, P&L, Income Statement, Training, Segmentation, Market Analysis, Sales Enablement, Sales Effectiveness, Multi-channel Marketing, Channel Strategy, Cross Channel Marketing, Integrated..., SMB
Education
Cornell University
B.A., Economics
Booker Software June 2014 - Present
StreetWise Partners 2013 - Present
TravelClick April 2013 - June 2014
American Express 2012 - 2013
American Express 2010 - 2012
American Express 2009 - 2010
Cornell University 2006 - 2009
Thomson Reuters 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Strategy, Business Development, Marketing, Competitive Analysis, Strategic Partnerships, Management, Financial Modeling, Start-ups, Product Management, Leadership, Pricing, Cross-functional Team..., CRM, Negotiation, Team Building, Customer Service, Sales, Financial Analysis, Business Analysis, Salesforce.com, New Business Development, Entrepreneurship, Analysis, Team Leadership, Business Strategy, E-commerce, Portfolio Management, Product Marketing, Finance, Marketing Strategy, Mergers & Acquisitions, Process Improvement, B2B, Analytics, Market Research, Management Consulting, Customer Relations, P&L, Income Statement, Training, Segmentation, Market Analysis, Sales Enablement, Sales Effectiveness, Multi-channel Marketing, Channel Strategy, Cross Channel Marketing, Integrated..., SMB
Education
Cornell University
B.A., Economics
Hongling Wang Hongling Wang's Merrill Lynch Experience June 2012 - August 2012
Job MBA International Business Student 3.84 GPA
Industry International Trade and Development
Experience
Concordia University Wisconsin August 2013 - Present
Miller Electric Mfg. Co. March 2013 - August 2013
Green Box NA, LLC September 2012 - February 2013
Merrill Lynch June 2012 - August 2012
City of Green Bay June 2012 - August 2012
St. Norbert College August 2011 - June 2012
Skills
Bilingual-Chinese, Translation, International..., Translation Agreements, International Sales, International Business, International Marketing, International Logistics, International Relations, International Project..., International, Supply Chain Management, Supply Chain, Strategic Planning, Microsoft Office, A+, Creative Problem Solving
Education
Concordia University-Wisconsin 2013 — 2014
St. Norbert College 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Concordia University Wisconsin August 2013 - Present
Miller Electric Mfg. Co. March 2013 - August 2013
Green Box NA, LLC September 2012 - February 2013
Merrill Lynch June 2012 - August 2012
City of Green Bay June 2012 - August 2012
St. Norbert College August 2011 - June 2012
Skills
Bilingual-Chinese, Translation, International..., Translation Agreements, International Sales, International Business, International Marketing, International Logistics, International Relations, International Project..., International, Supply Chain Management, Supply Chain, Strategic Planning, Microsoft Office, A+, Creative Problem Solving
Education
Concordia University-Wisconsin 2013 — 2014
St. Norbert College 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
David Blakeslee David Blakeslee's Merrill Lynch Experience 2000 - 2001
Job Director at Syncora Guarantee, Inc
Industry Financial Services
Experience
Syncora Guarantee, Inc April 2011 - Present
Browncoats Consulting, LLC March 2009 - April 2011
Syncora Guarantee, Inc June 2007 - April 2008
XL Capital Assurance May 2002 - June 2007
Merrill Lynch 2000 - 2001
Metalogics June 1998 - April 2000
Merrill Lynch October 1984 - June 1998
TSR Consulting Services June 1981 - November 1983
Skills
ABS, Securitization, Capital Markets, Structured Finance, Derivatives, CDO, MBS, Financial Modeling, Fixed Income, Financial Structuring, Due Diligence, Portfolio Management, Credit Derivatives, Valuation, Structured Products, Equities, Credit, Finance, CMBS, Investments, Hedge Funds, Alternative Investments, Banking
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Connecticut College 1977 — 1979
MA, Experimental Psychology
Ohio Wesleyan University 1972 — 1976
BA, Government, Psychology
Syncora Guarantee, Inc April 2011 - Present
Browncoats Consulting, LLC March 2009 - April 2011
Syncora Guarantee, Inc June 2007 - April 2008
XL Capital Assurance May 2002 - June 2007
Merrill Lynch 2000 - 2001
Metalogics June 1998 - April 2000
Merrill Lynch October 1984 - June 1998
TSR Consulting Services June 1981 - November 1983
Skills
ABS, Securitization, Capital Markets, Structured Finance, Derivatives, CDO, MBS, Financial Modeling, Fixed Income, Financial Structuring, Due Diligence, Portfolio Management, Credit Derivatives, Valuation, Structured Products, Equities, Credit, Finance, CMBS, Investments, Hedge Funds, Alternative Investments, Banking
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Connecticut College 1977 — 1979
MA, Experimental Psychology
Ohio Wesleyan University 1972 — 1976
BA, Government, Psychology
Russell Hammond Russell Hammond's Merrill Lynch Experience 1995 - 2005
Job Director at Ontario Teachers' Pension Plan
Industry Investment Management
Experience
Ontario Teachers' Pension Plan 2006 - Present
Credit Suisse 2005 - 2006
Merrill Lynch 1995 - 2005
Education
Cornell University
Ontario Teachers' Pension Plan 2006 - Present
Credit Suisse 2005 - 2006
Merrill Lynch 1995 - 2005
Education
Cornell University
Aaron Daru Aaron Daru's Merrill Lynch Experience June 1997 - February 1999
Job President, Daru Consulting, Inc.
Industry Information Technology and Services
Experience
Daru Consulting, Inc. January 2004 - Present
DigitalCustom Group, Inc. February 2000 - November 2003
Alliance Bernstein February 1999 - February 2000
Merrill Lynch June 1997 - February 1999
Skills
SQL, ASP, Integration, ASP.NET, System Design, VBScript, Analytics, Product Management, Software Development, SQL Server, XML, JavaScript, HTML, Databases, Business Analysis, Data Analysis, Programming, E-commerce, MySQL, PHP, Analysis, Optimization, Scrum, Agile Project Management, Certified Scrum Master..., Fixed Income Technology, Start-ups, WordPress, Magento
Education
Cornell University 1993 — 1997
BS, Operations Research and Industrial Engineering
Daru Consulting, Inc. January 2004 - Present
DigitalCustom Group, Inc. February 2000 - November 2003
Alliance Bernstein February 1999 - February 2000
Merrill Lynch June 1997 - February 1999
Skills
SQL, ASP, Integration, ASP.NET, System Design, VBScript, Analytics, Product Management, Software Development, SQL Server, XML, JavaScript, HTML, Databases, Business Analysis, Data Analysis, Programming, E-commerce, MySQL, PHP, Analysis, Optimization, Scrum, Agile Project Management, Certified Scrum Master..., Fixed Income Technology, Start-ups, WordPress, Magento
Education
Cornell University 1993 — 1997
BS, Operations Research and Industrial Engineering
Cheryl Biron's Merrill Lynch Experience 1988 - 1990
Job President & CEO, One Horn Transportation | CMO, Stratebo Technologies |Freight Agent Blogger | Speaker | Guest Lecturer
Industry Transportation/Trucking/Railroad
Experience
One Horn Transportation 2005 - Present
Stratebo Technologies January 2015 - Present
Prestige Brands Inc. 2003 - 2005
Berlex Laboratories (Now owned by Bayer) 2000 - 2003
Becton Dickinson 1998 - 2000
Block Drug Company, Inc. (Now owned by GSK) 1994 - 1998
Procter & Gamble France 1992 - 1994
Johnson & Johnson 1991 - 1991
Merrill Lynch 1988 - 1990
Skills
Business Strategy, Sales and Marketing, Communication, Transportation, LTL, Logistics, Trucking, Public Speaking, 3PL, Supply Chain, Supply Chain Management, Strategic Planning, Freight, Shipping, Management, CRM, Flatbed, Customer Service, New Business Development, Social Media, Negotiation, Team Building, Leadership, Supply Chain..., Program Management, Strategy, Marketing, Operations Management, Contract Negotiation, Logistics Management, Entrepreneurship, Project Management, Brand Management, Business Planning, Sales Management, Transportation..., Truckload
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Marketing
HEC Paris 1991 — 1991
Exchange Student, Business
Cornell University 1984 — 1988
BS, Economics and Industrial and Labor Relations (ILR)
One Horn Transportation 2005 - Present
Stratebo Technologies January 2015 - Present
Prestige Brands Inc. 2003 - 2005
Berlex Laboratories (Now owned by Bayer) 2000 - 2003
Becton Dickinson 1998 - 2000
Block Drug Company, Inc. (Now owned by GSK) 1994 - 1998
Procter & Gamble France 1992 - 1994
Johnson & Johnson 1991 - 1991
Merrill Lynch 1988 - 1990
Skills
Business Strategy, Sales and Marketing, Communication, Transportation, LTL, Logistics, Trucking, Public Speaking, 3PL, Supply Chain, Supply Chain Management, Strategic Planning, Freight, Shipping, Management, CRM, Flatbed, Customer Service, New Business Development, Social Media, Negotiation, Team Building, Leadership, Supply Chain..., Program Management, Strategy, Marketing, Operations Management, Contract Negotiation, Logistics Management, Entrepreneurship, Project Management, Brand Management, Business Planning, Sales Management, Transportation..., Truckload
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Marketing
HEC Paris 1991 — 1991
Exchange Student, Business
Cornell University 1984 — 1988
BS, Economics and Industrial and Labor Relations (ILR)
Jeffrey Winter, CFA Jeffrey Winter, CFA's Merrill Lynch Experience 2006 - 2006
Job Equity Portfolio Manager at Allstate
Industry Investment Management
Experience
Allstate Investments March 2014 - Present
Allstate Investments June 2007 - March 2014
Merrill Lynch 2006 - 2006
Education
Cornell College 2003 — 2007
Bachelor of Arts (B.A.), Economics and Business
High School 1999 — 2003
Allstate Investments March 2014 - Present
Allstate Investments June 2007 - March 2014
Merrill Lynch 2006 - 2006
Education
Cornell College 2003 — 2007
Bachelor of Arts (B.A.), Economics and Business
High School 1999 — 2003
Kathleen Harris Kathleen Harris's Merrill Lynch Experience 2005 - 2008
Job Former General Counsel & SVP, Human Resources
Industry Information Services
Experience
CHEP Americas, a Brambles Company July 2010 - March 2013
Recall Corporation, a Brambles Company July 2008 - July 2010
Merrill Lynch 2005 - 2008
US Airways 2004 - 2005
General Electric Energy 2000 - 2004
GE Capital 1993 - 2000
Weil Gotshal and Manges 1980 - 1983
Skills
Strategy, Talent Management, Human Resources, Risk Management, Acquisition Integration, Mergers, Corporate Governance, Change Management, Management, Strategic Planning, Corporate Law, Six Sigma, Financial Risk, Operations Management, Business Process..., Mergers & Acquisitions, Financial Services, Vendor Management, Leadership, Process Improvement, Outsourcing, Executive Management, Performance Management, Restructuring, Contract Negotiation, Cross-functional Team..., Business Strategy, Start-ups
Education
CEDEP - European Centre for Executive Development 2010 — 2011
Executive Education, Leaders as Change Agents
Cornell Law School 1977 — 1980
JD
University of Pennsylvania
BA, Political Science
CHEP Americas, a Brambles Company July 2010 - March 2013
Recall Corporation, a Brambles Company July 2008 - July 2010
Merrill Lynch 2005 - 2008
US Airways 2004 - 2005
General Electric Energy 2000 - 2004
GE Capital 1993 - 2000
Weil Gotshal and Manges 1980 - 1983
Skills
Strategy, Talent Management, Human Resources, Risk Management, Acquisition Integration, Mergers, Corporate Governance, Change Management, Management, Strategic Planning, Corporate Law, Six Sigma, Financial Risk, Operations Management, Business Process..., Mergers & Acquisitions, Financial Services, Vendor Management, Leadership, Process Improvement, Outsourcing, Executive Management, Performance Management, Restructuring, Contract Negotiation, Cross-functional Team..., Business Strategy, Start-ups
Education
CEDEP - European Centre for Executive Development 2010 — 2011
Executive Education, Leaders as Change Agents
Cornell Law School 1977 — 1980
JD
University of Pennsylvania
BA, Political Science
Erik O'Neill's Merrill Lynch Experience July 1995 - January 2008
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Erie & Niagara Insurance Association January 1998 - Present
Merrill Lynch July 1995 - January 2008
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Cornell University 1983 — 1987
BS, Business
Wells Fargo Advisors, LLC January 2008 - Present
Erie & Niagara Insurance Association January 1998 - Present
Merrill Lynch July 1995 - January 2008
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Cornell University 1983 — 1987
BS, Business
George Koester III, CFP®, CRPC®, MBA, CDFA™ George Koester III, CFP®, CRPC®, MBA, CDFA™'s Merrill Lynch Experience 2002 - 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 2002 - 2009
GFA International 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1968 — 1970
MBA, Marketing
Cornell University 1964 — 1968
BS, Engineering
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 2002 - 2009
GFA International 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1968 — 1970
MBA, Marketing
Cornell University 1964 — 1968
BS, Engineering
David Bolnick David Bolnick's Merrill Lynch Experience April 2003 - April 2007
Job Global Procurement Executive
Industry Financial Services
Experience
AIG March 2011 - July 2015
New York Life Insurance Company July 2009 - March 2011
Merrill Lynch/Bank of America April 2007 - May 2009
Merrill Lynch April 2003 - April 2007
Merrill Lynch 1997 - 2003
Paine Webber 1994 - 1996
Skills
Leadership, Outsourcing, Cross-functional..., Vendor Management, Risk Management, Management, Process Improvement, Procurement, Negotiation, Strategic Sourcing, Strategy, Supply Management, Strategic Planning, Contract Negotiation, Business Strategy, Sourcing, Program Management, Business Process..., Team Building, Finance, Contract Management, Financial Services, Six Sigma, Global Sourcing, Change Management, Cross-functional Team..., Business Analysis, Analysis, Telecommunications, Training, Data Center, Financial Analysis, IT Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Management Consulting, Relationship Management, Project Portfolio..., Business Transformation, Sales, PMO, SDLC, Professional Services, CRM, Operations Management, Governance, Business Process
Education
Cornell University
BS, Economics, Labor Relations
Maurice A. Deane School of Law at Hofstra University
JD
AIG March 2011 - July 2015
New York Life Insurance Company July 2009 - March 2011
Merrill Lynch/Bank of America April 2007 - May 2009
Merrill Lynch April 2003 - April 2007
Merrill Lynch 1997 - 2003
Paine Webber 1994 - 1996
Skills
Leadership, Outsourcing, Cross-functional..., Vendor Management, Risk Management, Management, Process Improvement, Procurement, Negotiation, Strategic Sourcing, Strategy, Supply Management, Strategic Planning, Contract Negotiation, Business Strategy, Sourcing, Program Management, Business Process..., Team Building, Finance, Contract Management, Financial Services, Six Sigma, Global Sourcing, Change Management, Cross-functional Team..., Business Analysis, Analysis, Telecommunications, Training, Data Center, Financial Analysis, IT Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Management Consulting, Relationship Management, Project Portfolio..., Business Transformation, Sales, PMO, SDLC, Professional Services, CRM, Operations Management, Governance, Business Process
Education
Cornell University
BS, Economics, Labor Relations
Maurice A. Deane School of Law at Hofstra University
JD
Chirag Shah Chirag Shah's Merrill Lynch Experience August 2007 - December 2009
Job Associate at The Sterling Group
Industry Investment Management
Experience
The Sterling Group June 2014 - Present
Barclays Capital May 2012 - June 2014
Cornell Venture Capital August 2011 - June 2012
Cornell University August 2011 - May 2012
Barclays Capital June 2011 - August 2011
Cornell University August 2010 - May 2011
Goldman Sachs June 2010 - August 2010
Merrill Lynch August 2007 - December 2009
Parking Survival Experts June 2008 - December 2008
Skills
PowerPoint, Equities, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Matlab, Mergers, VBA, Entrepreneurship, Venture Capital, Quantitative Analytics, Mergers & Acquisitions, Investment Banking, Capital Markets, Fixed Income
Education
Cornell University
BSILR, Industrial and Labor Relations
Bergen County Academies
The Sterling Group June 2014 - Present
Barclays Capital May 2012 - June 2014
Cornell Venture Capital August 2011 - June 2012
Cornell University August 2011 - May 2012
Barclays Capital June 2011 - August 2011
Cornell University August 2010 - May 2011
Goldman Sachs June 2010 - August 2010
Merrill Lynch August 2007 - December 2009
Parking Survival Experts June 2008 - December 2008
Skills
PowerPoint, Equities, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Matlab, Mergers, VBA, Entrepreneurship, Venture Capital, Quantitative Analytics, Mergers & Acquisitions, Investment Banking, Capital Markets, Fixed Income
Education
Cornell University
BSILR, Industrial and Labor Relations
Bergen County Academies
Boesch Raylene Boesch Raylene's Merrill Lynch Experience September 1998 - December 2002
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2002 - Present
Merrill Lynch September 1998 - December 2002
TD Evergreen September 1993 - September 1998
Skills
Finance, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Financial Planning, Securities, Fixed Income, Investment Advisory, Asset Management, Asset Allocation
Education
Concordia University College of Alberta 1991 — 1993
Bachelor of Arts (BA), Psychology Sociology
CIBC Wood Gundy December 2002 - Present
Merrill Lynch September 1998 - December 2002
TD Evergreen September 1993 - September 1998
Skills
Finance, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Financial Planning, Securities, Fixed Income, Investment Advisory, Asset Management, Asset Allocation
Education
Concordia University College of Alberta 1991 — 1993
Bachelor of Arts (BA), Psychology Sociology
Alex Topiler Alex Topiler's Merrill Lynch Experience June 2006 - December 2008
Job Entrepreneur, Builder, Product Guy
Industry Internet
Experience
Tailwind 2012 - Present
Startup Weekend NYC August 2011 - August 2013
BridesView 2011 - April 2012
Bank of America Merrill Lynch August 2011 - February 2012
Bank of America Merrill Lynch 2009 - August 2011
Merrill Lynch June 2006 - December 2008
Skills
Software Development, Product Design, User Experience, Entrepreneurship, Data Visualization, Data Architecture, SaaS, Graphic Design, Business Development, JavaScript, PHP, MySQL, Photoshop, CSS, HTML, Social Media Marketing, Web Applications, Corporate Finance, Product Development, SEO, Pinterest Marketing, E-commerce, CRM, Mobile Applications, Market Research, Web Analytics, Product Management, Microsoft Excel, Pinterest, Investments, Google Analytics, PowerPoint, Fixed Income, Risk Management, jQuery, Git, Email Marketing, Restructuring, Derivatives, Social Media, Credit, Financial Analysis, Wordpress, Customer Development, Credit Analysis, Linux, Financial Modeling
Education
Cornell University 2002 — 2006
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Tailwind 2012 - Present
Startup Weekend NYC August 2011 - August 2013
BridesView 2011 - April 2012
Bank of America Merrill Lynch August 2011 - February 2012
Bank of America Merrill Lynch 2009 - August 2011
Merrill Lynch June 2006 - December 2008
Skills
Software Development, Product Design, User Experience, Entrepreneurship, Data Visualization, Data Architecture, SaaS, Graphic Design, Business Development, JavaScript, PHP, MySQL, Photoshop, CSS, HTML, Social Media Marketing, Web Applications, Corporate Finance, Product Development, SEO, Pinterest Marketing, E-commerce, CRM, Mobile Applications, Market Research, Web Analytics, Product Management, Microsoft Excel, Pinterest, Investments, Google Analytics, PowerPoint, Fixed Income, Risk Management, jQuery, Git, Email Marketing, Restructuring, Derivatives, Social Media, Credit, Financial Analysis, Wordpress, Customer Development, Credit Analysis, Linux, Financial Modeling
Education
Cornell University 2002 — 2006
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Brad Groves Brad Groves's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
Wells Fargo Securities June 2015 - Present
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
Andrea Squibb Andrea Squibb's Merrill Lynch Experience May 2001 - July 2003
Job Hypnotherapist/ Guided Imagery Facilitator at Paradigm Malibu Treatment
Industry Health, Wellness and Fitness
Experience
Hypnotherapy and Wellness January 2010 - Present
Passages Malibu July 2013 - Present
Paradigm Malibu Treatment June 2014 - Present
Hidden Harbor Enterprises June 2003 - June 2012
Merrill Lynch May 2001 - July 2003
Salomon Brothers July 1992 - February 1997
Goldman Sachs August 1990 - July 1992
Skills
Smoking Cessation, Confidence Building, Insomnia, Hypnotherapy, Phobias, Hypnosis, Stress Reduction, Relaxation, Guided Imagery, Fertility, Grief Counseling, Weight Management, Life Coaching, CBT, Addiction Recovery, NLP, Holistic Health, Stress Management
Education
Connecticut College 1986 — 1990
BA, Economics, International Relations
Hypnosis Motivation Institute
Certified Hypnotherapist, Hypnotherapy
Hypnotherapy and Wellness January 2010 - Present
Passages Malibu July 2013 - Present
Paradigm Malibu Treatment June 2014 - Present
Hidden Harbor Enterprises June 2003 - June 2012
Merrill Lynch May 2001 - July 2003
Salomon Brothers July 1992 - February 1997
Goldman Sachs August 1990 - July 1992
Skills
Smoking Cessation, Confidence Building, Insomnia, Hypnotherapy, Phobias, Hypnosis, Stress Reduction, Relaxation, Guided Imagery, Fertility, Grief Counseling, Weight Management, Life Coaching, CBT, Addiction Recovery, NLP, Holistic Health, Stress Management
Education
Connecticut College 1986 — 1990
BA, Economics, International Relations
Hypnosis Motivation Institute
Certified Hypnotherapist, Hypnotherapy
John Talty, CFA John Talty, CFA's Merrill Lynch Experience September 1985 - October 1987
Job President, Board of Directors at Episcopal Charities of New York
Industry Investment Management
Experience
Episcopal Charities of New York May 2013 - Present
Seix Investment Advisors January 1993 - April 2008
JP Morgan January 1991 - December 1992
Morgan Stanley October 1987 - January 1991
Merrill Lynch September 1985 - October 1987
Skills
Investments, Portfolio Management, Asset Management, Fixed Income
Education
Connecticut College 1977 — 1980
BA, Economics
Syracuse University 1976 — 1977
Episcopal Charities of New York May 2013 - Present
Seix Investment Advisors January 1993 - April 2008
JP Morgan January 1991 - December 1992
Morgan Stanley October 1987 - January 1991
Merrill Lynch September 1985 - October 1987
Skills
Investments, Portfolio Management, Asset Management, Fixed Income
Education
Connecticut College 1977 — 1980
BA, Economics
Syracuse University 1976 — 1977
Chris Bettencourt's Merrill Lynch Experience January 2010 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch November 2007 - December 2009
Merrill Lynch December 2005 - November 2007
Merrill Lynch February 2004 - December 2005
Morgan Stanley July 1993 - February 2004
Education
Connecticut College 1989 — 1993
BA, Economics
Merrill Lynch January 2010 - Present
Merrill Lynch November 2007 - December 2009
Merrill Lynch December 2005 - November 2007
Merrill Lynch February 2004 - December 2005
Morgan Stanley July 1993 - February 2004
Education
Connecticut College 1989 — 1993
BA, Economics
Sally Fuller Sally Fuller's Merrill Lynch Experience January 1988 - January 1990
Job Real Estate Professional for over 45 years
Industry Real Estate
Experience
Gallery Properties February 2009 - Present
Prudential California Realty February 1990 - February 2009
Merrill Lynch January 1988 - January 1990
Skills
Residential Homes, First Time Home Buyers, Condos, Foreclosures, REO
Education
San Jose State University 1963 — 1965
Music
UC Berkeley 1961 — 1962
I was only there a year., Music
Connecticut College 1947 — 1948
0, Music
Gallery Properties February 2009 - Present
Prudential California Realty February 1990 - February 2009
Merrill Lynch January 1988 - January 1990
Skills
Residential Homes, First Time Home Buyers, Condos, Foreclosures, REO
Education
San Jose State University 1963 — 1965
Music
UC Berkeley 1961 — 1962
I was only there a year., Music
Connecticut College 1947 — 1948
0, Music
Jamie Priest Jamie Priest's Merrill Lynch Experience April 2012 - November 2013
Job Personal Financial Adviser at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Frances Y. Tsoi's Merrill Lynch Experience January 2008 - May 2008
Job Senior Analyst at CHANEL
Industry Luxury Goods & Jewelry
Experience
CHANEL June 2014 - Present
Deloitte November 2012 - May 2014
KPMG July 2011 - October 2012
KPMG December 2009 - June 2011
BCBG Max Azria February 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Kirk Kara February 2007 - June 2007
NBCUniversal, Inc. May 2006 - August 2006
Skills
Finance, Tax, Financial Analysis, Analysis, Payroll, Budgets, International Tax, Mandarin, Cantonese, Access, Income Tax, Tax Advisory, Tax Accounting, Valuation, Change Management, Expatriate Management, Leadership, Global Expatriate..., International..., Sarbanes-Oxley Act, Investments, Management, Global Mobility, Budget, Global Payroll..., Tax Compliance
Education
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science
Copenhagen Business School 2007 — 2007
International Business
CHANEL June 2014 - Present
Deloitte November 2012 - May 2014
KPMG July 2011 - October 2012
KPMG December 2009 - June 2011
BCBG Max Azria February 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Kirk Kara February 2007 - June 2007
NBCUniversal, Inc. May 2006 - August 2006
Skills
Finance, Tax, Financial Analysis, Analysis, Payroll, Budgets, International Tax, Mandarin, Cantonese, Access, Income Tax, Tax Advisory, Tax Accounting, Valuation, Change Management, Expatriate Management, Leadership, Global Expatriate..., International..., Sarbanes-Oxley Act, Investments, Management, Global Mobility, Budget, Global Payroll..., Tax Compliance
Education
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science
Copenhagen Business School 2007 — 2007
International Business
Jacqueline Duval Jacqueline Duval's Merrill Lynch Experience June 2004 - September 2005
Job Partner at Ziff Legal Group
Industry Financial Services
Experience
Ziff Legal Group January 2011 - Present
Ziff Brothers Investments September 2005 - December 2010
Merrill Lynch June 2004 - September 2005
Goldman Sachs February 2002 - June 2004
Morgan Stanley July 1997 - February 2002
Cadwalader, Wickersham & Taft LLP July 1996 - July 1997
Cleary Gottlieb Steen & Hamilton LLP September 1992 - July 1996
Skills
Due Diligence, Human Resources, Private Equity, Mergers & Acquisitions, Corporate Governance, Corporate Tax, Corporate Tax Planning, Joint Ventures, Legal Research, Corporate Law, Tax Law, Investment Banking, International Tax
Education
Cornell Law School 1989 — 1992
JD, Law
Syracuse University 1985 — 1987
BA, International Relations, German Language and Literature
Ziff Legal Group January 2011 - Present
Ziff Brothers Investments September 2005 - December 2010
Merrill Lynch June 2004 - September 2005
Goldman Sachs February 2002 - June 2004
Morgan Stanley July 1997 - February 2002
Cadwalader, Wickersham & Taft LLP July 1996 - July 1997
Cleary Gottlieb Steen & Hamilton LLP September 1992 - July 1996
Skills
Due Diligence, Human Resources, Private Equity, Mergers & Acquisitions, Corporate Governance, Corporate Tax, Corporate Tax Planning, Joint Ventures, Legal Research, Corporate Law, Tax Law, Investment Banking, International Tax
Education
Cornell Law School 1989 — 1992
JD, Law
Syracuse University 1985 — 1987
BA, International Relations, German Language and Literature
Caroline Koppelman Caroline Koppelman's Merrill Lynch Experience May 2014 - August 2014
Job CEO
Industry Financial Services
Experience
The Koppelman Group August 2012 - Present
Merrill Lynch May 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Coalition for the Homeless, Inc. May 2012 - August 2012
Burke & Company LLC 2012 - 2012
Skills
College Education..., College Applications, Writing, Public Relations, Social Media, Market Research, Microsoft Excel, Bloomberg Terminal, Event Planning, Blogging, Editing, Social Networking, SEO, Financial Research, Final Cut Pro
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy, and Economics
Connecticut College 2011 — 2012
The Koppelman Group August 2012 - Present
Merrill Lynch May 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Coalition for the Homeless, Inc. May 2012 - August 2012
Burke & Company LLC 2012 - 2012
Skills
College Education..., College Applications, Writing, Public Relations, Social Media, Market Research, Microsoft Excel, Bloomberg Terminal, Event Planning, Blogging, Editing, Social Networking, SEO, Financial Research, Final Cut Pro
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy, and Economics
Connecticut College 2011 — 2012
Anib Pedro Paredes's Merrill Lynch Experience June 2009 - September 2009
Job Experienced Language Instructor, Former Banker with Sales and Customer Service Background, Wordpress Developer
Industry Consumer Services
Experience
CHUNGDAHM Learning & JES Island May 2013 - February 2015
JP Morgan Securities LLC April 2011 - April 2013
Moody's Investor Services December 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Lantern Group June 2008 - September 2008
Skills
Finance, Microsoft Office, Securities, Banking, Sales, SPSS, Annuity Sales, VBA, R, Relationship Management, Risk Management, Financial Markets, Trading, Structured Finance, Strategic Financial..., Credit Risk, Financial Structuring, Financial Risk, Private Equity, WordPress
Education
Connecticut College 2006 — 2010
BA, Economics, East Asian Studies
Dewitt Clinton High School 2001 — 2005
HS Diploma
CHUNGDAHM Learning & JES Island May 2013 - February 2015
JP Morgan Securities LLC April 2011 - April 2013
Moody's Investor Services December 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Lantern Group June 2008 - September 2008
Skills
Finance, Microsoft Office, Securities, Banking, Sales, SPSS, Annuity Sales, VBA, R, Relationship Management, Risk Management, Financial Markets, Trading, Structured Finance, Strategic Financial..., Credit Risk, Financial Structuring, Financial Risk, Private Equity, WordPress
Education
Connecticut College 2006 — 2010
BA, Economics, East Asian Studies
Dewitt Clinton High School 2001 — 2005
HS Diploma
Benjamin Roberts Benjamin Roberts's Merrill Lynch Experience August 2010 - June 2011
Job Sales and Marketing for Early, and Growthstage SaaS and Enterprise Software Organizations
Industry Computer Software
Experience
BrightEdge March 2014 - Present
Terran Exchange June 2010 - Present
X1 Technologies March 2013 - March 2014
X1 Technologies June 2011 - December 2012
Merrill Lynch August 2010 - June 2011
Center for Sustainable Global Enterprise March 2009 - June 2010
Brain-Pad, Inc. 2001 - 2009
Skills
Sales, SEO, Salesforce.com, Research, Marketing Strategy, Social Media Marketing, Data Analysis, Technical Writing, Video Production, Start-ups, Email Marketing, Blogging, E-commerce, Marketing, CRM, Web Design, Editing, Online Marketing, Program Management, Management, Public Relations, HTML, Public Speaking, Digital Marketing, Market Research
Education
Cornell University 2006 — 2010
Bachelor's Degree, Labor Relations, Economics
Byram Hills High School 2002 — 2006
BrightEdge March 2014 - Present
Terran Exchange June 2010 - Present
X1 Technologies March 2013 - March 2014
X1 Technologies June 2011 - December 2012
Merrill Lynch August 2010 - June 2011
Center for Sustainable Global Enterprise March 2009 - June 2010
Brain-Pad, Inc. 2001 - 2009
Skills
Sales, SEO, Salesforce.com, Research, Marketing Strategy, Social Media Marketing, Data Analysis, Technical Writing, Video Production, Start-ups, Email Marketing, Blogging, E-commerce, Marketing, CRM, Web Design, Editing, Online Marketing, Program Management, Management, Public Relations, HTML, Public Speaking, Digital Marketing, Market Research
Education
Cornell University 2006 — 2010
Bachelor's Degree, Labor Relations, Economics
Byram Hills High School 2002 — 2006
Chad Levitt's Merrill Lynch Experience January 1996 - January 1997
Job Director at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap March 2015 - Present
Llenrock Group, LLC April 2012 - March 2015
Coldwell Banker Preferred April 2012 - January 2013
Lamm Realty August 2011 - April 2012
J-PACS, LP / ATHEA, LP / ACTION DUPLICATION November 2008 - June 2011
RAIT Financial Trust October 2005 - October 2008
The Bancorp Bank September 2002 - September 2005
Merrill Lynch January 1996 - January 1997
Skills
Sales, Land Development, Investment Properties, Project Management, Finance, Commercial Real Estate, Real Estate Development, Portfolio Management, Investments, Real Estate, Mortgage Lending, Loans, Management, Asset Management, REO, Marketing, Capital Markets, Financial Structuring, Banking, Negotiation, Commercial Lending, Leases, Residential Homes, Real Estate Economics, Commercial Mortgages, Loan Origination, Real Estate Financing, Funding, Brokerage, Real Estate Transactions, Disposition, Property, Valuation, Entrepreneurship, Investors, Structured Finance, Dispositions
Education
Cornell University 1993 — 1997
Bachelor of Science, Applied Economics and Business Management
Cheltenham HS 1989 — 1993
Marcus & Millichap March 2015 - Present
Llenrock Group, LLC April 2012 - March 2015
Coldwell Banker Preferred April 2012 - January 2013
Lamm Realty August 2011 - April 2012
J-PACS, LP / ATHEA, LP / ACTION DUPLICATION November 2008 - June 2011
RAIT Financial Trust October 2005 - October 2008
The Bancorp Bank September 2002 - September 2005
Merrill Lynch January 1996 - January 1997
Skills
Sales, Land Development, Investment Properties, Project Management, Finance, Commercial Real Estate, Real Estate Development, Portfolio Management, Investments, Real Estate, Mortgage Lending, Loans, Management, Asset Management, REO, Marketing, Capital Markets, Financial Structuring, Banking, Negotiation, Commercial Lending, Leases, Residential Homes, Real Estate Economics, Commercial Mortgages, Loan Origination, Real Estate Financing, Funding, Brokerage, Real Estate Transactions, Disposition, Property, Valuation, Entrepreneurship, Investors, Structured Finance, Dispositions
Education
Cornell University 1993 — 1997
Bachelor of Science, Applied Economics and Business Management
Cheltenham HS 1989 — 1993
Stephanie Spindell Stephanie Spindell's Merrill Lynch Experience 1989 - 1997
Job Nonprofit ConsultantArts, Education | Strategic Plans, Financial Plans | Organizational Effectiveness
Industry Nonprofit Organization Management
Experience
Spindell Consulting 2015 - Present
National Executive Service Corps 2014 - 2015
WHITE WAVE Young Soon Kim Dance Company January 2014 - February 2014
NYC Dance Week 2013 - 2014
Dance New Amsterdam 2012 - 2013
The Dalton School, Town School, Children's Aid Society, Hunter College High School, Spence 2001 - 2013
Deutsche Bank 1997 - 2000
Merrill Lynch 1989 - 1997
Standard & Poor's 1986 - 1989
Royal Insurance 1980 - 1984
Skills
Strategic Planning, Financial Planning, Organizational..., Nonprofits, Budgets, Financial Analysis, Financial Literacy..., Dance, Teaching, Grant Writing, Performing Arts, Early Childhood..., Dance Education, Program Planning, Program Assessment, Revenue Enhancement, Sector Research, Community Outreach, Performance Analysis, Outcome Measures, Arts Administration, Financial Forecasting, Business Planning, Board Effectiveness, Financial Statement..., Budget Forecasts, Prospect Research, Feasibility Studies, Event Planning, Lesson Planning, Research, Business Modeling, Interpreting Data
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Connecticut College
Bachelor's degree, Mathematics (32 credits in Dance)
Spindell Consulting 2015 - Present
National Executive Service Corps 2014 - 2015
WHITE WAVE Young Soon Kim Dance Company January 2014 - February 2014
NYC Dance Week 2013 - 2014
Dance New Amsterdam 2012 - 2013
The Dalton School, Town School, Children's Aid Society, Hunter College High School, Spence 2001 - 2013
Deutsche Bank 1997 - 2000
Merrill Lynch 1989 - 1997
Standard & Poor's 1986 - 1989
Royal Insurance 1980 - 1984
Skills
Strategic Planning, Financial Planning, Organizational..., Nonprofits, Budgets, Financial Analysis, Financial Literacy..., Dance, Teaching, Grant Writing, Performing Arts, Early Childhood..., Dance Education, Program Planning, Program Assessment, Revenue Enhancement, Sector Research, Community Outreach, Performance Analysis, Outcome Measures, Arts Administration, Financial Forecasting, Business Planning, Board Effectiveness, Financial Statement..., Budget Forecasts, Prospect Research, Feasibility Studies, Event Planning, Lesson Planning, Research, Business Modeling, Interpreting Data
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Connecticut College
Bachelor's degree, Mathematics (32 credits in Dance)
Darren Heil, CMT Darren Heil, CMT's Merrill Lynch Experience August 2010 - January 2012
Job Senior Portfolio Manager
Industry Investment Management
Experience
KD&D Partners LLC January 2015 - Present
Capital Research Advisors, LLC January 2012 - Present
Travel Tech Systems (FltAdvisor.com) January 2008 - Present
Merrill Lynch August 2010 - January 2012
Transform (321 Transform LLC) January 2008 - August 2010
DifEQ Consulting June 2002 - December 2007
Spectrum Capital Partners July 2001 - June 2002
Schonfeld Securities July 1999 - July 2001
The Heil Group, LLC January 1996 - July 1999
Education
Cornell University 1998 — 1999
MENG, Engineering Management
Cornell University 1994 — 1998
BS, Engineering
McIntosh High School 1991 — 1994
High School
KD&D Partners LLC January 2015 - Present
Capital Research Advisors, LLC January 2012 - Present
Travel Tech Systems (FltAdvisor.com) January 2008 - Present
Merrill Lynch August 2010 - January 2012
Transform (321 Transform LLC) January 2008 - August 2010
DifEQ Consulting June 2002 - December 2007
Spectrum Capital Partners July 2001 - June 2002
Schonfeld Securities July 1999 - July 2001
The Heil Group, LLC January 1996 - July 1999
Education
Cornell University 1998 — 1999
MENG, Engineering Management
Cornell University 1994 — 1998
BS, Engineering
McIntosh High School 1991 — 1994
High School
Nathan Reeve Nathan Reeve's Merrill Lynch Experience June 2013 - September 2013
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Copenhagen Business School June 2014 - August 2014
Sigma Chi Fraternity March 2013 - March 2014
University of Oregon Fraternal Council January 2013 - January 2014
Merrill Lynch June 2013 - September 2013
Skyhawks Sports Academy June 2012 - September 2012
Skills
Finance, Economics, Investments, Financial Modeling, Microsoft Excel, Budgets, Financial Analysis, PowerPoint, Management, Research, Fundraising, Strategic Financial..., Mutual Funds, Microsoft Office, Bloomberg Terminal, Corporate Finance, Data Analysis, Coaching, Financial Planning
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Finance, General
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Copenhagen Business School 2014 — 2014
Banking, Corporate, Finance, and Securities Law and International Management
Copenhagen Business School June 2014 - August 2014
Sigma Chi Fraternity March 2013 - March 2014
University of Oregon Fraternal Council January 2013 - January 2014
Merrill Lynch June 2013 - September 2013
Skyhawks Sports Academy June 2012 - September 2012
Skills
Finance, Economics, Investments, Financial Modeling, Microsoft Excel, Budgets, Financial Analysis, PowerPoint, Management, Research, Fundraising, Strategic Financial..., Mutual Funds, Microsoft Office, Bloomberg Terminal, Corporate Finance, Data Analysis, Coaching, Financial Planning
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Finance, General
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Copenhagen Business School 2014 — 2014
Banking, Corporate, Finance, and Securities Law and International Management
Scott Bloom Scott Bloom's Merrill Lynch Experience 2011 - 2012
Job Manager, Sales Productivity
Industry Human Resources
Experience
Zenefits January 2015 - July 2015
Zenefits January 2014 - December 2014
Box April 2013 - January 2014
Bear Data Solutions 2012 - 2013
Merrill Lynch 2011 - 2012
Skills
Sales, Salesforce.com, SaaS, Lead Generation, Sales Strategy, Training, Client Aquisition, HR Consulting, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business
Finance
University of Oregon
Bachelor of Science, Business Administration
Copenhagen Business School
International Marketing and Consumer Behavior
Zenefits January 2015 - July 2015
Zenefits January 2014 - December 2014
Box April 2013 - January 2014
Bear Data Solutions 2012 - 2013
Merrill Lynch 2011 - 2012
Skills
Sales, Salesforce.com, SaaS, Lead Generation, Sales Strategy, Training, Client Aquisition, HR Consulting, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business
Finance
University of Oregon
Bachelor of Science, Business Administration
Copenhagen Business School
International Marketing and Consumer Behavior
Karin E. V. Larsen's Merrill Lynch Experience April 1981 - June 2008
Job Experienced Administrative and Sales Assistant
Industry Financial Services
Experience
Merrill Lynch April 1981 - June 2008
Skills
Series 7, Bloomberg, Valuation, Financial Analysis, Fixed Income, Equities, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Community Development, Customer Service, Public Speaking
Education
Concordia University-Portland 1993 — 1995
Business Management, Marketing & Communications, Graduated Cum Laude
Portland State University 1972 — 1975
Elementary Education and Teaching
Merrill Lynch April 1981 - June 2008
Skills
Series 7, Bloomberg, Valuation, Financial Analysis, Fixed Income, Equities, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Community Development, Customer Service, Public Speaking
Education
Concordia University-Portland 1993 — 1995
Business Management, Marketing & Communications, Graduated Cum Laude
Portland State University 1972 — 1975
Elementary Education and Teaching
Anthony Cahill Anthony Cahill's Merrill Lynch Experience June 2007 - August 2007
Job Associate at Choate, Hall & Stewart LLP
Industry Law Practice
Experience
Choate, Hall & Stewart LLP February 2015 - Present
America Supporting Americans October 2006 - Present
Telerik August 2012 - February 2015
Telerik November 2011 - February 2012
Cooley Manion Jones LLP June 2011 - October 2011
Massachusetts Securities Division - Enforcement Division November 2010 - February 2011
United States District Court (D.Mass.) June 2010 - August 2010
Jackson Hole Mountain Sports School Sales November 2008 - April 2009
Merrill Lynch June 2007 - August 2007
McDermott Will and Emery June 2006 - August 2006
Skills
Intellectual Property, Commercial Litigation, Corporate Law, Legal Research, Licensing, Trademarks, Copyright Law, Trade Secrets, Corporate Governance, Due Diligence, Legal Issues, Nonprofits, Civil Litigation, Finance, Litigation, Document Review, Immigration Law, SaaS, Strategy, Leadership, Software Licensing, Legal Compliance, Contract Law
Education
Northeastern University School of Law 2009 — 2012
J.D.
Cornell University 2004 — 2008
B.S., Charles H. Dyson School of Applied Economics and Management, Finance; Marketing
Hotchkiss 2000 — 2004
B.A.
Choate, Hall & Stewart LLP February 2015 - Present
America Supporting Americans October 2006 - Present
Telerik August 2012 - February 2015
Telerik November 2011 - February 2012
Cooley Manion Jones LLP June 2011 - October 2011
Massachusetts Securities Division - Enforcement Division November 2010 - February 2011
United States District Court (D.Mass.) June 2010 - August 2010
Jackson Hole Mountain Sports School Sales November 2008 - April 2009
Merrill Lynch June 2007 - August 2007
McDermott Will and Emery June 2006 - August 2006
Skills
Intellectual Property, Commercial Litigation, Corporate Law, Legal Research, Licensing, Trademarks, Copyright Law, Trade Secrets, Corporate Governance, Due Diligence, Legal Issues, Nonprofits, Civil Litigation, Finance, Litigation, Document Review, Immigration Law, SaaS, Strategy, Leadership, Software Licensing, Legal Compliance, Contract Law
Education
Northeastern University School of Law 2009 — 2012
J.D.
Cornell University 2004 — 2008
B.S., Charles H. Dyson School of Applied Economics and Management, Finance; Marketing
Hotchkiss 2000 — 2004
B.A.
Daniel Arnold's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at RBC Richardson Barr
Industry Investment Banking
Experience
RBC March 2015 - Present
Johnson Rice & Company December 2013 - March 2015
Burkenroad Equity Research August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Finance, Financial Modeling, PowerPoint, Investments, Financial Analysis, Valuation, Equity Research, Economics
Education
Tulane University - A.B. Freeman School of Business 2010 — 2013
Bachelor of Science in Management, Major in Finance, Specialization in Energy
Copenhagen Business School 2012 — 2012
International Finance
DuPont Manual High School 2005 — 2009
RBC March 2015 - Present
Johnson Rice & Company December 2013 - March 2015
Burkenroad Equity Research August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Finance, Financial Modeling, PowerPoint, Investments, Financial Analysis, Valuation, Equity Research, Economics
Education
Tulane University - A.B. Freeman School of Business 2010 — 2013
Bachelor of Science in Management, Major in Finance, Specialization in Energy
Copenhagen Business School 2012 — 2012
International Finance
DuPont Manual High School 2005 — 2009
Audrey Schwartz, MBA Audrey Schwartz, MBA's Merrill Lynch Experience June 1988 - January 2008
Job Motivating clients to pursue a sound financial strategy in the Greater New York area
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
Justin Curtis Justin Curtis's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Economics
Education
Connecticut College 2011 — 2014
Bachelor of Arts (B.A.), Economics; History
Poly Prep Country Day School 2004 — 2010
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Economics
Education
Connecticut College 2011 — 2014
Bachelor of Arts (B.A.), Economics; History
Poly Prep Country Day School 2004 — 2010
Erin Hoffman Erin Hoffman's Merrill Lynch Experience October 2009 - March 2010
Job FTDS Staff at EY
Industry Consumer Services
Experience
EY August 2015 - Present
The Red McCombs School of Business at The University of Texas August 2011 - August 2015
EY June 2014 - August 2014
McCombs School of Business January 2014 - May 2014
Morgan Stanley February 2012 - May 2013
Merrill Lynch October 2009 - March 2010
Skills
Fundraising, Leadership, Community Outreach, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Public Speaking, Project Planning, Event Planning, Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems
Copenhagen Business School 2013 — 2013
EY August 2015 - Present
The Red McCombs School of Business at The University of Texas August 2011 - August 2015
EY June 2014 - August 2014
McCombs School of Business January 2014 - May 2014
Morgan Stanley February 2012 - May 2013
Merrill Lynch October 2009 - March 2010
Skills
Fundraising, Leadership, Community Outreach, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Public Speaking, Project Planning, Event Planning, Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems
Copenhagen Business School 2013 — 2013
Charles R. Thompson II's Merrill Lynch Experience November 2005 - May 2006
Job 2L; J.D. Candidate at Duke Law
Industry Law Practice
Experience
Commodity Futures Trading Commission July 2015 - August 2015
Haynes and Boone, LLP May 2015 - July 2015
Direct Energy November 2012 - April 2014
Pacific Drilling Services, Inc. October 2010 - November 2012
Accenture May 2010 - October 2010
Citi July 2007 - December 2009
Marion Financial Corp. September 2006 - March 2007
PwC June 2006 - August 2006
Merrill Lynch November 2005 - May 2006
Chubb Insurance June 2004 - August 2004
Skills
Treasury Management, Openlink, Project Finance, Interest Rate Hedging, Global Cash Management, FAS 133, Endur, Letters of Credit, Financial Analysis, Cash Flow Forecasting, FAS133, FAS157, Commodity Price Curve..., Commodity Product..., Wholesale Power, CitiDirect, SAP FICO, TriplePoint
Education
Duke University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Houston, C.T. Bauer College of Business
BBA, Finance, Accounting
Copenhagen Business School
European Business & Marketing
Bellaire Senior High School
High School Diploma
Commodity Futures Trading Commission July 2015 - August 2015
Haynes and Boone, LLP May 2015 - July 2015
Direct Energy November 2012 - April 2014
Pacific Drilling Services, Inc. October 2010 - November 2012
Accenture May 2010 - October 2010
Citi July 2007 - December 2009
Marion Financial Corp. September 2006 - March 2007
PwC June 2006 - August 2006
Merrill Lynch November 2005 - May 2006
Chubb Insurance June 2004 - August 2004
Skills
Treasury Management, Openlink, Project Finance, Interest Rate Hedging, Global Cash Management, FAS 133, Endur, Letters of Credit, Financial Analysis, Cash Flow Forecasting, FAS133, FAS157, Commodity Price Curve..., Commodity Product..., Wholesale Power, CitiDirect, SAP FICO, TriplePoint
Education
Duke University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Houston, C.T. Bauer College of Business
BBA, Finance, Accounting
Copenhagen Business School
European Business & Marketing
Bellaire Senior High School
High School Diploma
Darshan Patel Darshan Patel's Merrill Lynch Experience November 2012 - November 2012
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
drippr March 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Merrill Lynch November 2012 - November 2012
Distinguished Programs May 2012 - October 2012
ClassWatch February 2012 - May 2012
Credit Suisse January 2012 - January 2012
Citi January 2012 - January 2012
Merrill Lynch June 2011 - August 2011
New York Jets March 2011 - March 2011
Skills
Financial Modeling, Microsoft Office, Visual Basic, Java, Due Diligence, Investments, Mergers & Acquisitions, Investment Banking, Finance, JavaScript, Python, HTML, CSS, MySQL, Data Analysis, Microsoft Excel, PowerPoint
Education
Cornell University 2010 — 2014
BS, Applied Economics and Management
Wellington C. Mepham High School 2006 — 2010
Advanced Regents Diploma
Barclays June 2014 - Present
drippr March 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Merrill Lynch November 2012 - November 2012
Distinguished Programs May 2012 - October 2012
ClassWatch February 2012 - May 2012
Credit Suisse January 2012 - January 2012
Citi January 2012 - January 2012
Merrill Lynch June 2011 - August 2011
New York Jets March 2011 - March 2011
Skills
Financial Modeling, Microsoft Office, Visual Basic, Java, Due Diligence, Investments, Mergers & Acquisitions, Investment Banking, Finance, JavaScript, Python, HTML, CSS, MySQL, Data Analysis, Microsoft Excel, PowerPoint
Education
Cornell University 2010 — 2014
BS, Applied Economics and Management
Wellington C. Mepham High School 2006 — 2010
Advanced Regents Diploma
Jeff Wiener Jeff Wiener's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Akin Gump Strauss Hauer & Feld LLP
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP March 2015 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2013 - February 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - August 2012
Westchester County, NY District Attorney's Office June 2011 - August 2011
Kelley Drye & Warren LLP June 2010 - August 2010
McLaughlin & Stern, LLP June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Cornell Law School 2010 — 2013
J.D., Law
University of Pennsylvania 2006 — 2010
B.A., Psychology, Creative Writing
Akin Gump Strauss Hauer & Feld LLP March 2015 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2013 - February 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - August 2012
Westchester County, NY District Attorney's Office June 2011 - August 2011
Kelley Drye & Warren LLP June 2010 - August 2010
McLaughlin & Stern, LLP June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Cornell Law School 2010 — 2013
J.D., Law
University of Pennsylvania 2006 — 2010
B.A., Psychology, Creative Writing
Dan Youngblut Dan Youngblut's Merrill Lynch Experience June 2008 - August 2008
Job JD/MBA 2014
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - July 2013
The Boeing Company June 2010 - July 2011
The Boeing Company May 2009 - August 2009
Kohn, Kohn & Colapinto, LLP August 2008 - December 2008
Merrill Lynch June 2008 - August 2008
U.S. Senator Maria Cantwell May 2008 - August 2008
Skills
Law, Finance, Legal Writing, PowerPoint, Microsoft Excel, Legal Research, Microsoft Word, Data Analysis, Microsoft Office, Writing, Economics, Government, Political Science, Java, Open Plan Professional, Managerial Finance
Education
Cornell Law School 2011 — 2014
Juris Doctor (J.D.), magna cum laude
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Economics and Government double major, Law and Society minor
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - July 2013
The Boeing Company June 2010 - July 2011
The Boeing Company May 2009 - August 2009
Kohn, Kohn & Colapinto, LLP August 2008 - December 2008
Merrill Lynch June 2008 - August 2008
U.S. Senator Maria Cantwell May 2008 - August 2008
Skills
Law, Finance, Legal Writing, PowerPoint, Microsoft Excel, Legal Research, Microsoft Word, Data Analysis, Microsoft Office, Writing, Economics, Government, Political Science, Java, Open Plan Professional, Managerial Finance
Education
Cornell Law School 2011 — 2014
Juris Doctor (J.D.), magna cum laude
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Economics and Government double major, Law and Society minor
Shauna Leopardi Shauna Leopardi's Merrill Lynch Experience 2006 - 2008
Job Corporate FX Sales at BAML
Industry Financial Services
Experience
Bank of America June 2014 - Present
HSBC July 2013 - June 2014
Morgan Stanley 2008 - July 2013
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Education
Connecticut College
Bank of America June 2014 - Present
HSBC July 2013 - June 2014
Morgan Stanley 2008 - July 2013
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Education
Connecticut College
Michelle Hughes Michelle Hughes's Merrill Lynch Experience 2002 - 2003
Job Director OEM Systems Engineering at Brocade Communications
Industry Information Technology and Services
Experience
Brocade Communications November 2013 - Present
Brocade Communictions February 2012 - Present
Brocade Communications October 2007 - March 2012
EMC 1999 - 2007
Merrill Lynch 2002 - 2003
Skills
Brocade, SAN, Storage Area Networks, Fibre Channel, Storage, Clariion, Symmetrix, NAS, DMX, Virtualization, Solaris, iSCSI, McData, SRDF, Enterprise Storage, FCoE, Storage Management, Data Center, Storage Virtualization, Oracle Enterprise..., Storage Architecture, Cloud Computing, Switches, TCP/IP, Disaster Recovery, NetApp, High Availability, EMC Storage
Education
Cork Institute of Technology 1995 — 1999
Bachelors Honours Degree, Computer Science
Brocade Communications November 2013 - Present
Brocade Communictions February 2012 - Present
Brocade Communications October 2007 - March 2012
EMC 1999 - 2007
Merrill Lynch 2002 - 2003
Skills
Brocade, SAN, Storage Area Networks, Fibre Channel, Storage, Clariion, Symmetrix, NAS, DMX, Virtualization, Solaris, iSCSI, McData, SRDF, Enterprise Storage, FCoE, Storage Management, Data Center, Storage Virtualization, Oracle Enterprise..., Storage Architecture, Cloud Computing, Switches, TCP/IP, Disaster Recovery, NetApp, High Availability, EMC Storage
Education
Cork Institute of Technology 1995 — 1999
Bachelors Honours Degree, Computer Science
Kristiane Kristensen's Merrill Lynch Experience December 2001 - February 2002
Job Defense Competitive Intelligence Specialist
Industry Defense & Space
Experience
InfoBase Publishers January 2008 - Present
InfoBase Publishers November 2004 - January 2008
Banbury Cross Farm November 2003 - July 2004
Merrill Lynch December 2001 - February 2002
Economic Competitiveness Group (ECG) December 2001 - January 2002
Fireman's Fund Insurance May 2001 - September 2001
Illuminations Headquarters May 2001 - September 2001
Growing Azalea Music August 1996 - September 1999
Skills
Market Research, Aerospace/Defense, Client Relationship..., M&A experience, Training & Development, Technical Training, Competitive Analysis, Customer Relations, Sales Support, Excel, Access, PowerPoint, Microsoft Office, Quicken, Outlook Express, Adobe Photodeluxe, Troubleshooting, Internet Research, Customer Service, Business Development, Microsoft Excel, Management, Program Management, Analysis, Leadership, Sales Operations, Budgets, Strategic Planning, Social Media, Proposal Writing, Event Planning, Project Management, Training
Education
Mount Holyoke College 2000 — 2003
Bachelor of Arts, Economics, Political Science
Copenhagen Business School 2001 — 2002
EU business certificate, International Business in the EU
InfoBase Publishers January 2008 - Present
InfoBase Publishers November 2004 - January 2008
Banbury Cross Farm November 2003 - July 2004
Merrill Lynch December 2001 - February 2002
Economic Competitiveness Group (ECG) December 2001 - January 2002
Fireman's Fund Insurance May 2001 - September 2001
Illuminations Headquarters May 2001 - September 2001
Growing Azalea Music August 1996 - September 1999
Skills
Market Research, Aerospace/Defense, Client Relationship..., M&A experience, Training & Development, Technical Training, Competitive Analysis, Customer Relations, Sales Support, Excel, Access, PowerPoint, Microsoft Office, Quicken, Outlook Express, Adobe Photodeluxe, Troubleshooting, Internet Research, Customer Service, Business Development, Microsoft Excel, Management, Program Management, Analysis, Leadership, Sales Operations, Budgets, Strategic Planning, Social Media, Proposal Writing, Event Planning, Project Management, Training
Education
Mount Holyoke College 2000 — 2003
Bachelor of Arts, Economics, Political Science
Copenhagen Business School 2001 — 2002
EU business certificate, International Business in the EU
Anthony Scandariato Anthony Scandariato's Merrill Lynch Experience January 2012 - May 2012
Job Acquisitions at Vision Properties/Real Estate Entrepreneur
Industry Real Estate
Experience
Vision Properties February 2015 - Present
Ridgeview Partners June 2013 - January 2015
County College of Morris Board of Trustees May 2012 - December 2012
Music Made Easy August 2009 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Entrepreneurship, Leadership, Strategy, Management, Start-ups, Marketing, Leadership Development, Marketing Strategy, Piano, Data Analysis, Social Networking, Small Business, Business Management, Teaching, Finance, Event Management, Social Media Marketing, Team Leadership, Fundraising, Sales Management, Online Marketing, Investments, Spanish, Social Media, Business Strategy, Market Research, Strategic Planning, Business Planning, Public Relations, Management Consulting, Team Building, Business Development, Sales, Retail, Event Planning, Time Management, Research, Non-profits, Public Speaking, Microsoft Office, Adobe Illustrator, Illustrator, Venture Capital, Nonprofits
Education
Cornell University 2012 — 2014
Bachelor's Degree, Applied Economics and Management, Magna Cum Laude
County College of Morris 2010 — 2012
Associates, Business Administration, Summa Cum Laude
randolph high 2008 — 2010
Vision Properties February 2015 - Present
Ridgeview Partners June 2013 - January 2015
County College of Morris Board of Trustees May 2012 - December 2012
Music Made Easy August 2009 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Entrepreneurship, Leadership, Strategy, Management, Start-ups, Marketing, Leadership Development, Marketing Strategy, Piano, Data Analysis, Social Networking, Small Business, Business Management, Teaching, Finance, Event Management, Social Media Marketing, Team Leadership, Fundraising, Sales Management, Online Marketing, Investments, Spanish, Social Media, Business Strategy, Market Research, Strategic Planning, Business Planning, Public Relations, Management Consulting, Team Building, Business Development, Sales, Retail, Event Planning, Time Management, Research, Non-profits, Public Speaking, Microsoft Office, Adobe Illustrator, Illustrator, Venture Capital, Nonprofits
Education
Cornell University 2012 — 2014
Bachelor's Degree, Applied Economics and Management, Magna Cum Laude
County College of Morris 2010 — 2012
Associates, Business Administration, Summa Cum Laude
randolph high 2008 — 2010
Brittany Wagonheim Brittany Wagonheim's Merrill Lynch Experience May 2009 - August 2009
Job J.D. Candidate at Cornell Law School
Industry Law Practice
Experience
Willkie Farr & Gallagher LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Morgan Stanley June 2011 - July 2013
Office of the District Attorney General (20th Judicial District, TN) August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Sirius XM Radio Inc. May 2008 - August 2008
Education
Cornell Law School
J.D.
Vanderbilt University 2007 — 2011
Bachelor of Science (B.S.)
The Dalton School 2003 — 2007
Willkie Farr & Gallagher LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Morgan Stanley June 2011 - July 2013
Office of the District Attorney General (20th Judicial District, TN) August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Sirius XM Radio Inc. May 2008 - August 2008
Education
Cornell Law School
J.D.
Vanderbilt University 2007 — 2011
Bachelor of Science (B.S.)
The Dalton School 2003 — 2007
Craig Cadmus's Merrill Lynch Experience 1985 - 2000
Job B2B Strategist / Business Leader / Intrapreneur
Industry Financial Services
Experience
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Ellen Schneider's Merrill Lynch Experience January 2000 - November 2002
Job VP, Corporate Communications at Dudnyk
Industry Marketing and Advertising
Experience
Dudnyk January 2015 - Present
Dudnyk December 2010 - Present
Dudnyk May 2005 - November 2010
BrandPharm (formerly Nelson Communications) December 2002 - May 2005
Merrill Lynch January 2000 - November 2002
Skills
Program Management, Advertising, Marketing, Marketing Communications, Copywriting, Social Media, Social Media Marketing, Editing, Communication Skills, Public Relations, Copy Editing, Project Management, Corporate Communications, Blogging, Interactive Marketing, Strategy, Digital Strategy, Integrated Marketing, Editorial, Marketing Strategy, Creative Strategy, Digital Marketing, Direct Marketing, Marketing Management, Management, Publications, Brand Development, Online Advertising, Market Research, Content Strategy, Digital Media, SEO, Creative Direction, Direct Mail, Strategic Communications, Publishing, Newsletters, Media Planning, Corporate Branding, Content Development, New Business Development, Multi-channel Marketing, Email Marketing, Leadership, Interactive Advertising, Writing, Online Marketing, Strategic Planning
Education
Alliant International University 2012 — 2013
MBA in Social Media Marketing, 4.0 GPA
Cornell University 1976 — 1980
Bachelor of Science, Agricultural Economics
John Bowne High School 1973 — 1976
Diploma, Agriculture
Dudnyk January 2015 - Present
Dudnyk December 2010 - Present
Dudnyk May 2005 - November 2010
BrandPharm (formerly Nelson Communications) December 2002 - May 2005
Merrill Lynch January 2000 - November 2002
Skills
Program Management, Advertising, Marketing, Marketing Communications, Copywriting, Social Media, Social Media Marketing, Editing, Communication Skills, Public Relations, Copy Editing, Project Management, Corporate Communications, Blogging, Interactive Marketing, Strategy, Digital Strategy, Integrated Marketing, Editorial, Marketing Strategy, Creative Strategy, Digital Marketing, Direct Marketing, Marketing Management, Management, Publications, Brand Development, Online Advertising, Market Research, Content Strategy, Digital Media, SEO, Creative Direction, Direct Mail, Strategic Communications, Publishing, Newsletters, Media Planning, Corporate Branding, Content Development, New Business Development, Multi-channel Marketing, Email Marketing, Leadership, Interactive Advertising, Writing, Online Marketing, Strategic Planning
Education
Alliant International University 2012 — 2013
MBA in Social Media Marketing, 4.0 GPA
Cornell University 1976 — 1980
Bachelor of Science, Agricultural Economics
John Bowne High School 1973 — 1976
Diploma, Agriculture
Heather Dixon Heather Dixon's Merrill Lynch Experience January 2004 - June 2007
Job Electroneurodiagnostic Technician
Industry Medical Devices
Experience
Advanced Neuro Solutions, LLC February 2014 - Present
American Intraoperative Monitoring November 2008 - February 2014
Merrill Lynch January 2004 - June 2007
Skills
EMG, Neurophysiology, Spine, EEG, Healthcare, Orthopedics, Neuroscience, Hospitals, Excel, Word, Electrophysiology, Strategic Planning, Microsoft Office, Neurology, Neurosurgery, Diagnostics, Surgery, Customer Service, PowerPoint, Health, English, Life Sciences, Data Analysis, Analysis, Cpr Certified, HIPAA, Fundraising, Hardware Diagnostics, Healthcare Industry, Healthcare Information..., Healthcare Management, Leadership, Lifesciences, Medicine, Microsoft Excel, Microsoft Word, Orthopedic, Process Improvement, Quality Assurance, Supervisory Skills, Training, Troubleshooting, Cardiology, Managed Care
Education
Concordia University Irvine 2002 — 2006
BA, Pre-Medical Biology/Chemistry
Advanced Neuro Solutions, LLC February 2014 - Present
American Intraoperative Monitoring November 2008 - February 2014
Merrill Lynch January 2004 - June 2007
Skills
EMG, Neurophysiology, Spine, EEG, Healthcare, Orthopedics, Neuroscience, Hospitals, Excel, Word, Electrophysiology, Strategic Planning, Microsoft Office, Neurology, Neurosurgery, Diagnostics, Surgery, Customer Service, PowerPoint, Health, English, Life Sciences, Data Analysis, Analysis, Cpr Certified, HIPAA, Fundraising, Hardware Diagnostics, Healthcare Industry, Healthcare Information..., Healthcare Management, Leadership, Lifesciences, Medicine, Microsoft Excel, Microsoft Word, Orthopedic, Process Improvement, Quality Assurance, Supervisory Skills, Training, Troubleshooting, Cardiology, Managed Care
Education
Concordia University Irvine 2002 — 2006
BA, Pre-Medical Biology/Chemistry
Daniel Rakitin Daniel Rakitin's Merrill Lynch Experience July 2001 - June 2003
Job Experienced Business Leader
Industry Environmental Services
Experience
Global Thermostat November 2011 - May 2013
Altaris Health Partners, L.P. August 2003 - July 2005
Merrill Lynch July 2001 - June 2003
Goldman Sachs 2000 - 2000
Skills
Financial Modeling, Due Diligence, Negotiation, Mergers, Private Equity, Cleantech, Clean Coal, Clean Technology, Greentech, Energy Technology, Energy Modelling, Alternative Energy, Mergers & Acquisitions, Entrepreneurship, Asset Management, Start-ups, Economics, Finance, Valuation, Marketing, Investments, Strategy
Education
Cornell University 1997 — 2001
BA
Global Thermostat November 2011 - May 2013
Altaris Health Partners, L.P. August 2003 - July 2005
Merrill Lynch July 2001 - June 2003
Goldman Sachs 2000 - 2000
Skills
Financial Modeling, Due Diligence, Negotiation, Mergers, Private Equity, Cleantech, Clean Coal, Clean Technology, Greentech, Energy Technology, Energy Modelling, Alternative Energy, Mergers & Acquisitions, Entrepreneurship, Asset Management, Start-ups, Economics, Finance, Valuation, Marketing, Investments, Strategy
Education
Cornell University 1997 — 2001
BA
Ash Vaidya Ash Vaidya's Merrill Lynch Experience 1998 - 1998
Job
Industry Venture Capital & Private Equity
Experience
Wellington Financial LP September 2015 - Present
Tribe Dynamics June 2013 - Present
Hercules Technology Growth Capital July 2014 - August 2015
Wellington Financial November 2013 - May 2014
TriplePoint Capital March 2010 - May 2013
J.P. Morgan Securities, Inc. June 2007 - March 2010
Big Red Ventures May 2006 - May 2007
eWebUniversity May 1999 - July 2005
Merrill Lynch 1998 - 1998
Skills
Mergers, Investment Banking, Deal Execution, Corporate Finance, Venture Capital, Software-as-a-Service, Venture Investing, Due Diligence, Financial Analysis, SaaS, Mergers & Acquisitions, Corporate Development, IPO, LBO, Valuation, Portfolio Management, Entrepreneurship, Investments, Finance, Equities, Private Equity, Acquisition Integration, LinkedIn, Strategy, Capital Markets, DCF, Financial Modeling, Emerging Markets, Business Valuation, M&A experience, Private Placements, Acquisitions, Executive Management, Start-ups, Leveraged Finance, Financial Services, Financial Structuring, Equity Research, Alternative Investments, Venture Debt, Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Entrepreneurship, Finance
Cornell University 1995 — 1999
Bachelors, Computer Science and Economics
Pinewood School 1991 — 1995
High School
Wellington Financial LP September 2015 - Present
Tribe Dynamics June 2013 - Present
Hercules Technology Growth Capital July 2014 - August 2015
Wellington Financial November 2013 - May 2014
TriplePoint Capital March 2010 - May 2013
J.P. Morgan Securities, Inc. June 2007 - March 2010
Big Red Ventures May 2006 - May 2007
eWebUniversity May 1999 - July 2005
Merrill Lynch 1998 - 1998
Skills
Mergers, Investment Banking, Deal Execution, Corporate Finance, Venture Capital, Software-as-a-Service, Venture Investing, Due Diligence, Financial Analysis, SaaS, Mergers & Acquisitions, Corporate Development, IPO, LBO, Valuation, Portfolio Management, Entrepreneurship, Investments, Finance, Equities, Private Equity, Acquisition Integration, LinkedIn, Strategy, Capital Markets, DCF, Financial Modeling, Emerging Markets, Business Valuation, M&A experience, Private Placements, Acquisitions, Executive Management, Start-ups, Leveraged Finance, Financial Services, Financial Structuring, Equity Research, Alternative Investments, Venture Debt, Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Entrepreneurship, Finance
Cornell University 1995 — 1999
Bachelors, Computer Science and Economics
Pinewood School 1991 — 1995
High School
Brian Rymer Brian Rymer's Merrill Lynch Experience 1997 - 1998
Job Associate Business Development at Madison Street Capital
Industry Investment Banking
Experience
Madison Street Capital September 2012 - Present
Robert Half Management Resources February 2012 - September 2012
Golub Capital September 2011 - December 2011
ABN AMRO/ROYAL BANK OF SCOTLAND 2006 - 2010
ROBERT HALF CONSULTING 2005 - 2006
Penske Automotive Group June 2004 - August 2004
SMITH BARNEY 1999 - 2003
NUVEEN & COMPANY 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Access, Essbase, Excel, General Ledger, Accounting, Microsoft Office, Capital Markets, Securities, Research, SharePoint, Visual Basic, Financial Reporting, Financial Modeling, Financial Analysis, Banking, Forecasting, Financial Planning, Budgeting, Analysis, Process Improvement, Business Analysis, PowerPoint, Strategic Planning, Portfolio Management, Business Strategy, Financial Management, Corporate Finance, Investments, Asset Management, Data Analysis, Strategic Financial..., Microsoft Excel, Budgets, Mergers & Acquisitions, Strategy, Management, Management Consulting, Private Equity, Hedge Funds, Finance, Business Planning, Leadership, Business Development, Financial Services, Investment Banking, Valuation, Equities, Risk Management, Business Valuation, Venture Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance, Strategy
Copenhagen Business School 2004 — 2004
MBA, Strategy
DePauw University 1993 — 1997
B.A., Economics
LaPorte High School
Madison Street Capital September 2012 - Present
Robert Half Management Resources February 2012 - September 2012
Golub Capital September 2011 - December 2011
ABN AMRO/ROYAL BANK OF SCOTLAND 2006 - 2010
ROBERT HALF CONSULTING 2005 - 2006
Penske Automotive Group June 2004 - August 2004
SMITH BARNEY 1999 - 2003
NUVEEN & COMPANY 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Access, Essbase, Excel, General Ledger, Accounting, Microsoft Office, Capital Markets, Securities, Research, SharePoint, Visual Basic, Financial Reporting, Financial Modeling, Financial Analysis, Banking, Forecasting, Financial Planning, Budgeting, Analysis, Process Improvement, Business Analysis, PowerPoint, Strategic Planning, Portfolio Management, Business Strategy, Financial Management, Corporate Finance, Investments, Asset Management, Data Analysis, Strategic Financial..., Microsoft Excel, Budgets, Mergers & Acquisitions, Strategy, Management, Management Consulting, Private Equity, Hedge Funds, Finance, Business Planning, Leadership, Business Development, Financial Services, Investment Banking, Valuation, Equities, Risk Management, Business Valuation, Venture Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance, Strategy
Copenhagen Business School 2004 — 2004
MBA, Strategy
DePauw University 1993 — 1997
B.A., Economics
LaPorte High School
Chance Carraway Chance Carraway's Merrill Lynch Experience June 2007 - August 2007
Job Analytics Engineer at OptTek Systems, Inc.
Industry Information Technology and Services
Experience
OptTek Systems, Inc. November 2012 - Present
Silicon Solar Inc. August 2009 - June 2010
Carbon Consulting, LLC October 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Science, Predictive Analytics, Data Mining, Data Visualization, Statistics, Optimization, Business Strategy, Economics, Decision Analysis, Agent-based Simulation, Monte Carlo Simulation, Discrete Event..., Tableau, SQL, Crystal Ball, R, Simio, Strategic Workforce..., Workforce Analytics, HR Consulting, Management Consulting, Start-ups, Supply Chain..., Renewable Energy, Climate Change
Education
University of Colorado Denver 2012 — 2014
Master's Degree, Decision Sciences - Specialization in Business Analytics
Cornell University 2004 — 2009
Bachelor of Arts, Economics
OptTek Systems, Inc. November 2012 - Present
Silicon Solar Inc. August 2009 - June 2010
Carbon Consulting, LLC October 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Science, Predictive Analytics, Data Mining, Data Visualization, Statistics, Optimization, Business Strategy, Economics, Decision Analysis, Agent-based Simulation, Monte Carlo Simulation, Discrete Event..., Tableau, SQL, Crystal Ball, R, Simio, Strategic Workforce..., Workforce Analytics, HR Consulting, Management Consulting, Start-ups, Supply Chain..., Renewable Energy, Climate Change
Education
University of Colorado Denver 2012 — 2014
Master's Degree, Decision Sciences - Specialization in Business Analytics
Cornell University 2004 — 2009
Bachelor of Arts, Economics
Conor Malangone Conor Malangone's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Investments, Investment Strategies, Risk Management, Equity Research, Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis
Education
Wesleyan University 2008 — 2011
Bachelor of Arts (B.A.), American Government and Politics (United States)
Connecticut College 2007 — 2008
Merrill Lynch
Skills
Investments, Investment Strategies, Risk Management, Equity Research, Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis
Education
Wesleyan University 2008 — 2011
Bachelor of Arts (B.A.), American Government and Politics (United States)
Connecticut College 2007 — 2008
Cory Freedland's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Venture Capital & Private Equity
Experience
Sofinnova Ventures January 2014 - Present
Novo A/S June 2013 - December 2013
Morgan Stanley January 2013 - May 2013
Morgan Stanley February 2010 - December 2012
Bank of America Merrill Lynch August 2009 - February 2010
Hadley Capital September 2008 - December 2008
Merrill Lynch June 2008 - August 2008
Roche Palo Alto, LLC January 2002 - May 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Wake Forest University School of Medicine 1997 — 2002
Ph.D.
Connecticut College 1993 — 1997
B.A.
Sofinnova Ventures January 2014 - Present
Novo A/S June 2013 - December 2013
Morgan Stanley January 2013 - May 2013
Morgan Stanley February 2010 - December 2012
Bank of America Merrill Lynch August 2009 - February 2010
Hadley Capital September 2008 - December 2008
Merrill Lynch June 2008 - August 2008
Roche Palo Alto, LLC January 2002 - May 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Wake Forest University School of Medicine 1997 — 2002
Ph.D.
Connecticut College 1993 — 1997
B.A.
Michael Jensen's Merrill Lynch Experience January 2001 - June 2001
Job CFO at Straumann North America
Industry Medical Devices
Experience
Straumann North America August 2014 - Present
Siemens Healthcare December 2012 - Present
Siemens Healthcare June 2011 - December 2012
Novartis November 2009 - July 2011
Novo Nordisk Inc. July 2007 - November 2009
Novo Nordisk A/S January 2006 - July 2007
Novo Nordisk September 2003 - January 2006
Merrill Lynch January 2001 - June 2001
Royal Danish Army September 1995 - August 1998
Skills
Strategic Financial..., Forecasting, Pharmaceutical Industry, Medical Devices, OTC, Financial Reporting, Budget Process, Medical Diagnostics, Treasury Management, Financial Modeling, Financial Analysis, Managerial Finance, Mergers, Sarbanes-Oxley Act, Strategy, Management, Mergers & Acquisitions, Business Strategy, Leadership, Process Improvement, Business Planning, Finance, Corporate Finance, Business Process..., Cross-functional Team..., Analysis, Project Planning, Team Building, Competitive Analysis, Executive Management, Negotiation, Acquisition Integration
Education
Copenhagen Business School 2001 — 2003
Master
Duke University 2002 — 2002
Exchange
Towson University 2000 — 2001
Bachelor degree
Straumann North America August 2014 - Present
Siemens Healthcare December 2012 - Present
Siemens Healthcare June 2011 - December 2012
Novartis November 2009 - July 2011
Novo Nordisk Inc. July 2007 - November 2009
Novo Nordisk A/S January 2006 - July 2007
Novo Nordisk September 2003 - January 2006
Merrill Lynch January 2001 - June 2001
Royal Danish Army September 1995 - August 1998
Skills
Strategic Financial..., Forecasting, Pharmaceutical Industry, Medical Devices, OTC, Financial Reporting, Budget Process, Medical Diagnostics, Treasury Management, Financial Modeling, Financial Analysis, Managerial Finance, Mergers, Sarbanes-Oxley Act, Strategy, Management, Mergers & Acquisitions, Business Strategy, Leadership, Process Improvement, Business Planning, Finance, Corporate Finance, Business Process..., Cross-functional Team..., Analysis, Project Planning, Team Building, Competitive Analysis, Executive Management, Negotiation, Acquisition Integration
Education
Copenhagen Business School 2001 — 2003
Master
Duke University 2002 — 2002
Exchange
Towson University 2000 — 2001
Bachelor degree
Chris Rogers's Merrill Lynch Experience September 2004 - September 2006
Job Managing Director, Healthcare Investment Banking at Ziegler
Industry Banking
Experience
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
Dave Kratter's Merrill Lynch Experience August 1998 - October 1999
Job Consultant at Jefferies
Industry Information Technology and Services
Experience
Jefferies July 2014 - Present
Nomura December 2011 - December 2012
WAN Solutions May 2009 - December 2011
UBS Investment Bank January 2009 - May 2009
Axis Capital August 2007 - November 2008
UBS Investment Bank April 2005 - July 2007
TD Securities January 2002 - February 2005
Mimeo.com October 1999 - November 2001
Merrill Lynch August 1998 - October 1999
Skills
Active Directory, Windows Server, VMware, Disaster Recovery, IIS, Microsoft Exchange
Education
Cornell University 1994 — 1998
Bachelor of Science
Suffern High School 1990 — 1994
Jefferies July 2014 - Present
Nomura December 2011 - December 2012
WAN Solutions May 2009 - December 2011
UBS Investment Bank January 2009 - May 2009
Axis Capital August 2007 - November 2008
UBS Investment Bank April 2005 - July 2007
TD Securities January 2002 - February 2005
Mimeo.com October 1999 - November 2001
Merrill Lynch August 1998 - October 1999
Skills
Active Directory, Windows Server, VMware, Disaster Recovery, IIS, Microsoft Exchange
Education
Cornell University 1994 — 1998
Bachelor of Science
Suffern High School 1990 — 1994
Emily Kochalka's Merrill Lynch Experience June 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney September 2010 - June 2012
Morgan Stanley Smith Barney May 2007 - September 2010
Fleishman-Hillard Japan August 2006 - November 2006
Permanent Mission of Japan to the United Nations August 2004 - July 2005
Cornell University (Dr. Alisa Freedman, Dept. of Asian Studies) June 2003 - August 2003
Japan Exchange & Teaching (JET) Program, Gifu, Japan July 2000 - July 2001
Skills
Editing, Japanese, Public Relations, Strategic Communications, English, Microsoft Excel
Education
University of Hawaii at Manoa 2005 — 2006
Japan-focused MBA
Cornell University 2002 — 2004
M.A., Japanese Literature
The University of Texas at Austin 1995 — 2000
B.A. (2), Asian Studies and English (majors); Business (minor)
Paschal High School
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney September 2010 - June 2012
Morgan Stanley Smith Barney May 2007 - September 2010
Fleishman-Hillard Japan August 2006 - November 2006
Permanent Mission of Japan to the United Nations August 2004 - July 2005
Cornell University (Dr. Alisa Freedman, Dept. of Asian Studies) June 2003 - August 2003
Japan Exchange & Teaching (JET) Program, Gifu, Japan July 2000 - July 2001
Skills
Editing, Japanese, Public Relations, Strategic Communications, English, Microsoft Excel
Education
University of Hawaii at Manoa 2005 — 2006
Japan-focused MBA
Cornell University 2002 — 2004
M.A., Japanese Literature
The University of Texas at Austin 1995 — 2000
B.A. (2), Asian Studies and English (majors); Business (minor)
Paschal High School
Les Baquiran's Merrill Lynch Experience April 1997 - June 1998
Job Founder, Alpine Capital Advisors
Industry Financial Services
Experience
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Alvin Lu's Merrill Lynch Experience 1996 - 1998
Job Sr. Manager, Systems Engineering at VMware
Industry Computer Software
Experience
VMware October 2012 - Present
Progress Software January 2010 - November 2012
Savvion May 2004 - January 2010
Traiana 2003 - 2004
Vitria Technology 2000 - 2002
Bank of America 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Cloud Computing
Education
Cornell University 1992 — 1996
BS, Engineering
VMware October 2012 - Present
Progress Software January 2010 - November 2012
Savvion May 2004 - January 2010
Traiana 2003 - 2004
Vitria Technology 2000 - 2002
Bank of America 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Cloud Computing
Education
Cornell University 1992 — 1996
BS, Engineering
Nicholas Chong's Merrill Lynch Experience June 2004 - June 2005
Job Vice President at Golub Capital
Industry Investment Management
Experience
Golub Capital August 2015 - Present
RBC Capital Markets January 2012 - August 2015
RBC Capital Markets November 2009 - December 2011
Royal Bank of Scotland November 2006 - November 2009
Glocap Advisors June 2005 - November 2006
Merrill Lynch June 2004 - June 2005
Ford Motor Company June 2003 - June 2004
Cornell University 1999 - 2003
Ford Motor Company June 2002 - August 2002
PricewaterhouseCoopers June 2001 - August 2001
Skills
Capital Markets, Leveraged Finance, Corporate Finance, Financial Modeling, Due Diligence, LBO, Valuation, Financial Structuring, Credit Analysis, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, High Yield, Credit, Banking, Syndications, Equities, Recapitalizations, Project Planning, Business Analysis..., Structured Finance
Education
Cornell University 1999 — 2003
B.A., Government (International Relations)
Toms River High School South 1994 — 1999
Golub Capital August 2015 - Present
RBC Capital Markets January 2012 - August 2015
RBC Capital Markets November 2009 - December 2011
Royal Bank of Scotland November 2006 - November 2009
Glocap Advisors June 2005 - November 2006
Merrill Lynch June 2004 - June 2005
Ford Motor Company June 2003 - June 2004
Cornell University 1999 - 2003
Ford Motor Company June 2002 - August 2002
PricewaterhouseCoopers June 2001 - August 2001
Skills
Capital Markets, Leveraged Finance, Corporate Finance, Financial Modeling, Due Diligence, LBO, Valuation, Financial Structuring, Credit Analysis, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, High Yield, Credit, Banking, Syndications, Equities, Recapitalizations, Project Planning, Business Analysis..., Structured Finance
Education
Cornell University 1999 — 2003
B.A., Government (International Relations)
Toms River High School South 1994 — 1999
Alison Fraser's Merrill Lynch Experience December 2003 - August 2004
Job Associate Counsel, Corporate at ICAP
Industry Law Practice
Experience
ICAP May 2014 - Present
Lowenstein Sandler LLP January 2012 - May 2014
Milbank, Tweed, Hadley & McCloy October 2007 - January 2012
New York Legal Assistance Group 2011 - 2012
Milbank, Tweed, Hadley & McCloy May 2006 - August 2006
Commodity Futures Trading Commission June 2005 - July 2005
Merrill Lynch December 2003 - August 2004
Skills
Securities Regulation, Corporate Law, Corporate Governance, Private Equity, Mergers, Securities, Due Diligence, Joint Ventures, Venture Capital, Acquisitions, Mergers & Acquisitions, Equities, Hedge Funds, M, Management, Privacy Law
Education
Cornell Law School 2004 — 2007
J.D., Law
Princeton University 1999 — 2003
AB, History, American Studies
UCL 2001 — 2001
History
ICAP May 2014 - Present
Lowenstein Sandler LLP January 2012 - May 2014
Milbank, Tweed, Hadley & McCloy October 2007 - January 2012
New York Legal Assistance Group 2011 - 2012
Milbank, Tweed, Hadley & McCloy May 2006 - August 2006
Commodity Futures Trading Commission June 2005 - July 2005
Merrill Lynch December 2003 - August 2004
Skills
Securities Regulation, Corporate Law, Corporate Governance, Private Equity, Mergers, Securities, Due Diligence, Joint Ventures, Venture Capital, Acquisitions, Mergers & Acquisitions, Equities, Hedge Funds, M, Management, Privacy Law
Education
Cornell Law School 2004 — 2007
J.D., Law
Princeton University 1999 — 2003
AB, History, American Studies
UCL 2001 — 2001
History
Brian Vander May's Merrill Lynch Experience July 1996 - June 1997
Job Human Resources Manager at Raytheon
Industry Defense & Space
Experience
Raytheon November 2012 - Present
Booz Allen Hamilton November 2007 - October 2012
Raytheon May 2002 - November 2007
Conflict Management Group and CMI International June 1997 - May 2001
Merrill Lynch July 1996 - June 1997
Skills
Talent Management, Coaching, Change Management, Leadership Development, Succession Planning, Organizational..., Human Resources, Human Capital, Workforce Planning, Leadership, Organizational..., Management Consulting, Business Development, Organizational Design, Personnel Management, Strategic HR, HR Consulting, Strategic Human...
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Leadership & Organization
Connecticut College 1992 — 1996
BA, International Relations
Raytheon November 2012 - Present
Booz Allen Hamilton November 2007 - October 2012
Raytheon May 2002 - November 2007
Conflict Management Group and CMI International June 1997 - May 2001
Merrill Lynch July 1996 - June 1997
Skills
Talent Management, Coaching, Change Management, Leadership Development, Succession Planning, Organizational..., Human Resources, Human Capital, Workforce Planning, Leadership, Organizational..., Management Consulting, Business Development, Organizational Design, Personnel Management, Strategic HR, HR Consulting, Strategic Human...
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Leadership & Organization
Connecticut College 1992 — 1996
BA, International Relations
Brendan Curran, CFA's Merrill Lynch Experience June 2007 - August 2007
Job Defined Contribution Investment Strategist
Industry Financial Services
Experience
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
Linda Colwell's Merrill Lynch Experience 1985 - 1990
Job Chef, food and farms advocate, project manager
Industry Food Production
Experience
Portland Schools Foundation August 2006 - Present
Portland Public Schools, Abernethy Elementary School April 2000 - July 2006
Portland Public Schools 2005 - 2006
Grinning Goat Farm CSA 2001 - 2005
Portland Chefs Collaborative 1998 - 2004
Merrill Lynch 1985 - 1990
Leah-Kai June 1980 - August 1980
Skills
Fundraising, Community Development, Community Outreach, Program Management, Strategy, Management, Sustainability, Policy, Research, Public Speaking, Budgets, Nonprofits, Event Planning
Education
Pacific University
MFA, Creative Writing
La Varenne, Ecole de Cuisine 1983 — 1983
Connecticut College 1978 — 1982
Bachelor of Arts (B.A.), Art History, Dance
Lincoln High School, Portland OR
Portland Schools Foundation August 2006 - Present
Portland Public Schools, Abernethy Elementary School April 2000 - July 2006
Portland Public Schools 2005 - 2006
Grinning Goat Farm CSA 2001 - 2005
Portland Chefs Collaborative 1998 - 2004
Merrill Lynch 1985 - 1990
Leah-Kai June 1980 - August 1980
Skills
Fundraising, Community Development, Community Outreach, Program Management, Strategy, Management, Sustainability, Policy, Research, Public Speaking, Budgets, Nonprofits, Event Planning
Education
Pacific University
MFA, Creative Writing
La Varenne, Ecole de Cuisine 1983 — 1983
Connecticut College 1978 — 1982
Bachelor of Arts (B.A.), Art History, Dance
Lincoln High School, Portland OR
Christina Prevalsky, CFA's Merrill Lynch Experience June 2007 - August 2007
Job Manager at FI Consulting
Industry Financial Services
Experience
FI Consulting September 2012 - Present
Credit Suisse March 2008 - August 2012
Merrill Lynch June 2007 - August 2007
Goldman Sachs August 2006 - December 2006
Education
Cornell University 2004 — 2008
B.S.
Coppell High School
FI Consulting September 2012 - Present
Credit Suisse March 2008 - August 2012
Merrill Lynch June 2007 - August 2007
Goldman Sachs August 2006 - December 2006
Education
Cornell University 2004 — 2008
B.S.
Coppell High School
Gyanda Sachdeva's Merrill Lynch Experience May 2007 - August 2007
Job Director, Product Management
Industry Internet
Experience
LinkedIn March 2015 - Present
The Aspen Institute May 2015 - Present
LinkedIn January 2011 - March 2015
LinkedIn January 2010 - January 2011
Thomas Weisel Partners July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Chartered Semiconductor May 2006 - August 2006
GlaxoSmithKline November 2002 - January 2003
Skills
Product Management, Online Advertising, Monetization, Consumer Internet, Business Operations, Data Analysis, Data Mining, SQL, Competitive Analysis, Investment Banking, Financial Modeling, Business Strategy, User Interface Design, Risk Management, Research, Process Improvement, Project Planning, Mobile Devices, Strategy, Venture Capital, Mobile Applications
Education
Stanford University 2007 — 2008
Master of Science, Management Science and Engineering
Cornell University 2004 — 2007
Bachelor, Electrical and Computer Engineering
LinkedIn March 2015 - Present
The Aspen Institute May 2015 - Present
LinkedIn January 2011 - March 2015
LinkedIn January 2010 - January 2011
Thomas Weisel Partners July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Chartered Semiconductor May 2006 - August 2006
GlaxoSmithKline November 2002 - January 2003
Skills
Product Management, Online Advertising, Monetization, Consumer Internet, Business Operations, Data Analysis, Data Mining, SQL, Competitive Analysis, Investment Banking, Financial Modeling, Business Strategy, User Interface Design, Risk Management, Research, Process Improvement, Project Planning, Mobile Devices, Strategy, Venture Capital, Mobile Applications
Education
Stanford University 2007 — 2008
Master of Science, Management Science and Engineering
Cornell University 2004 — 2007
Bachelor, Electrical and Computer Engineering
Carol Ann McConville's Merrill Lynch Experience September 1999 - February 2003
Job Associate General Counsel at CenturyLink
Industry Financial Services
Experience
CenturyLink September 2009 - Present
Mercury Companies, Inc. March 2007 - August 2009
Mercury Companies, Inc. March 2003 - March 2007
Merrill Lynch September 1999 - February 2003
Skills
Mergers, Corporate Law, Litigation, Corporate Governance, Human Resources, Contract Negotiation, Licensing
Education
Cornell Law School 1982 — 1985
CenturyLink September 2009 - Present
Mercury Companies, Inc. March 2007 - August 2009
Mercury Companies, Inc. March 2003 - March 2007
Merrill Lynch September 1999 - February 2003
Skills
Mergers, Corporate Law, Litigation, Corporate Governance, Human Resources, Contract Negotiation, Licensing
Education
Cornell Law School 1982 — 1985
Nicholas Powell's Merrill Lynch Experience 1997 - 1999
Job Advisor at Private Emerging Hedge Fund
Industry Financial Services
Experience
Private Emerging Hedge Fund 2009 - Present
BV! Media 2000 - 2008
Tri-Vision International 1998 - 2001
Merrill Lynch 1997 - 1999
CIBC World Markets 1995 - 1997
UBS Securities Canada 1992 - 1995
Barclays Capital 1987 - 1992
Education
Concordia University 1981 — 1985
BA, (History and Economics)
Private Emerging Hedge Fund 2009 - Present
BV! Media 2000 - 2008
Tri-Vision International 1998 - 2001
Merrill Lynch 1997 - 1999
CIBC World Markets 1995 - 1997
UBS Securities Canada 1992 - 1995
Barclays Capital 1987 - 1992
Education
Concordia University 1981 — 1985
BA, (History and Economics)
Steven Gewurz's Merrill Lynch Experience 1998 - 2001
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan 2001 - Present
Bank One 2001 - 2004
Merrill Lynch 1998 - 2001
Broadridge Financial Solutions 1996 - 1998
JPMorgan Chase 1993 - 1996
JP Morgan Chase 1988 - 1993
Skills
Fixed Income, Capital Markets, Investment Banking, Securities, Equities, Financial Services, Business Analysis, Vendor Management, Banking, Portfolio Management, IT Strategy, Asset Managment, Derivatives, Asset Management, Cash Management, Settlement, Trading Systems, Bloomberg, Credit Derivatives, Market Data, Prime Brokerage, Back Office, Middle Office, Hedge Funds
Education
Concordia University 1976 — 1978
MBA, Quantitative Methods
Concordia University
Bachelor of Commerce (B.Com.), Computer Science
JPMorgan 2001 - Present
Bank One 2001 - 2004
Merrill Lynch 1998 - 2001
Broadridge Financial Solutions 1996 - 1998
JPMorgan Chase 1993 - 1996
JP Morgan Chase 1988 - 1993
Skills
Fixed Income, Capital Markets, Investment Banking, Securities, Equities, Financial Services, Business Analysis, Vendor Management, Banking, Portfolio Management, IT Strategy, Asset Managment, Derivatives, Asset Management, Cash Management, Settlement, Trading Systems, Bloomberg, Credit Derivatives, Market Data, Prime Brokerage, Back Office, Middle Office, Hedge Funds
Education
Concordia University 1976 — 1978
MBA, Quantitative Methods
Concordia University
Bachelor of Commerce (B.Com.), Computer Science
Jake Trundle's Merrill Lynch Experience June 2009 - August 2010
Job Senior Credit Analyst at American Tower
Industry Telecommunications
Experience
American Tower July 2013 - June 2015
American Tower July 2012 - July 2013
Make it Right Foundation June 2011 - January 2012
Burkenroads Reports August 2010 - December 2010
Merrill Lynch June 2009 - August 2010
DoubleDown Media June 2008 - August 2008
Bespoke Education June 2006 - August 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Valuation, Financial Reporting, Strategic Financial..., Risk Management, Investments, Equity Research, PowerPoint, Bloomberg, Portfolio Management, Corporate Finance, Microsoft Word, Hedge Funds, Credit
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Masters, Risk Management
Tulane University - A.B. Freeman School of Business 2005 — 2009
Finance
Copenhagen Business School 2008 — 2008
American Tower July 2013 - June 2015
American Tower July 2012 - July 2013
Make it Right Foundation June 2011 - January 2012
Burkenroads Reports August 2010 - December 2010
Merrill Lynch June 2009 - August 2010
DoubleDown Media June 2008 - August 2008
Bespoke Education June 2006 - August 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Valuation, Financial Reporting, Strategic Financial..., Risk Management, Investments, Equity Research, PowerPoint, Bloomberg, Portfolio Management, Corporate Finance, Microsoft Word, Hedge Funds, Credit
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Masters, Risk Management
Tulane University - A.B. Freeman School of Business 2005 — 2009
Finance
Copenhagen Business School 2008 — 2008
Sean Duddy's Merrill Lynch Experience June 2006 - August 2006
Job Marketing Strategy Planner at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance November 2012 - Present
Liberty Mutual Insurance June 2012 - November 2012
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual Insurance November 2010 - October 2011
Liberty Mutual Insurance July 2009 - January 2011
Liberty Mutual Insurance November 2008 - July 2009
Digitas 2008 - 2008
Merrill Lynch June 2006 - August 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program
Connecticut College 2003 — 2007
Bachelors, Economics
Liberty Mutual Insurance November 2012 - Present
Liberty Mutual Insurance June 2012 - November 2012
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual Insurance November 2010 - October 2011
Liberty Mutual Insurance July 2009 - January 2011
Liberty Mutual Insurance November 2008 - July 2009
Digitas 2008 - 2008
Merrill Lynch June 2006 - August 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program
Connecticut College 2003 — 2007
Bachelors, Economics
Nikos Kollias's Merrill Lynch Experience January 2009 - June 2010
Job AVP Certified Black Belt Six Sigma
Industry Financial Services
Experience
Bank of America / Merrill Lynch July 2014 - Present
Merrill Lynch Wealth Management July 2010 - June 2014
Merrill Lynch January 2009 - June 2010
Merrill Lynch January 2007 - January 2009
Skills
Vendor Management, Six Sigma, Process Improvement, Financial Modeling, Risk Management, Business Process..., Financial Services, Visio, Project Management, Wealth Management, Analytics, Business Analysis, Cross-functional Team..., Change Management, Banking, Management
Education
Concordia University
McGill University
Bank of America / Merrill Lynch July 2014 - Present
Merrill Lynch Wealth Management July 2010 - June 2014
Merrill Lynch January 2009 - June 2010
Merrill Lynch January 2007 - January 2009
Skills
Vendor Management, Six Sigma, Process Improvement, Financial Modeling, Risk Management, Business Process..., Financial Services, Visio, Project Management, Wealth Management, Analytics, Business Analysis, Cross-functional Team..., Change Management, Banking, Management
Education
Concordia University
McGill University
Matt Hirshfield's Merrill Lynch Experience February 2001 - January 2009
Job Deputy General Counsel at Deloitte Touche Tohmatsu Limited
Industry Legal Services
Experience
Deloitte Touche Tohmatsu Limited March 2010 - Present
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch February 2001 - January 2009
Proskauer Rose LLP February 1998 - February 2001
Skills
Strategy, Corporate Law, Mergers, Mergers & Acquisitions, Corporate Finance, Capital, Private Equity, Joint Ventures
Education
Cornell Law School 1992 — 1995
JD
Northwestern University 1987 — 1991
BA, History
Deloitte Touche Tohmatsu Limited March 2010 - Present
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch February 2001 - January 2009
Proskauer Rose LLP February 1998 - February 2001
Skills
Strategy, Corporate Law, Mergers, Mergers & Acquisitions, Corporate Finance, Capital, Private Equity, Joint Ventures
Education
Cornell Law School 1992 — 1995
JD
Northwestern University 1987 — 1991
BA, History
Andrew Doyle's Merrill Lynch Experience April 2006 - March 2009
Job EVP, Chief Human Resources Officer at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds July 2014 - Present
Bacharach Leadership Group June 2011 - Present
OppenheimerFunds March 2009 - June 2014
Merrill Lynch April 2006 - March 2009
Merrill Lynch August 2005 - March 2006
Merrill Lynch October 2004 - August 2005
Merrill Lynch July 2002 - October 2004
Merrill Lynch September 2001 - June 2002
Merrill Lynch February 2001 - September 2001
Merrill Lynch April 2000 - February 2001
Education
Cornell University 1990 — 1995
ILR, Human Resources
Saratoga Springs High 1987 — 1990
OppenheimerFunds July 2014 - Present
Bacharach Leadership Group June 2011 - Present
OppenheimerFunds March 2009 - June 2014
Merrill Lynch April 2006 - March 2009
Merrill Lynch August 2005 - March 2006
Merrill Lynch October 2004 - August 2005
Merrill Lynch July 2002 - October 2004
Merrill Lynch September 2001 - June 2002
Merrill Lynch February 2001 - September 2001
Merrill Lynch April 2000 - February 2001
Education
Cornell University 1990 — 1995
ILR, Human Resources
Saratoga Springs High 1987 — 1990
David Nichtenhauser's Merrill Lynch Experience 1986 - 1994
Job Chief Operating Officer at Kuiper Data Technologies Corporation
Industry Investment Management
Experience
Kuiper Data Technologies Corporation April 2015 - Present
Flyberry Capital LLC October 2013 - April 2015
Abu Dhabi Investment Authority 2009 - December 2012
LGT Capital Partners 2007 - 2009
ABN AMRO 2004 - 2006
Independent Research 2003 - 2004
Millennium Partners 2002 - 2003
Liberty Research and Trading, Inc 1998 - 2002
The Grad Corporation 1995 - 1998
Merrill Lynch 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Trading, Valuation, Global Macro, Fund Of Funds, Due Diligence, Risk Management, Economics, Financial Services, Finance, Commodity Markets, Business Development, Equities, Asset Management, Fixed Income, Derivatives, Investment Management, Financial Markets
Education
Cornell University 1982 — 1986
B.S., Applied Economics
Kuiper Data Technologies Corporation April 2015 - Present
Flyberry Capital LLC October 2013 - April 2015
Abu Dhabi Investment Authority 2009 - December 2012
LGT Capital Partners 2007 - 2009
ABN AMRO 2004 - 2006
Independent Research 2003 - 2004
Millennium Partners 2002 - 2003
Liberty Research and Trading, Inc 1998 - 2002
The Grad Corporation 1995 - 1998
Merrill Lynch 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Trading, Valuation, Global Macro, Fund Of Funds, Due Diligence, Risk Management, Economics, Financial Services, Finance, Commodity Markets, Business Development, Equities, Asset Management, Fixed Income, Derivatives, Investment Management, Financial Markets
Education
Cornell University 1982 — 1986
B.S., Applied Economics
Christopher G. McGehee's Merrill Lynch Experience 2004 - 2005
Job Wealth Strategist at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2013 - Present
Morgan Stanley July 2007 - October 2013
Wells Fargo January 2005 - June 2007
Merrill Lynch 2004 - 2005
Advanced Marketing Concepts 2002 - 2005
Education
Concordia University-Irvine 1998 — 1999
UBS Financial Services Inc. November 2013 - Present
Morgan Stanley July 2007 - October 2013
Wells Fargo January 2005 - June 2007
Merrill Lynch 2004 - 2005
Advanced Marketing Concepts 2002 - 2005
Education
Concordia University-Irvine 1998 — 1999
Christopher Hendy's Merrill Lynch Experience February 2009 - May 2009
Job MBA Candidate, NYU Stern School of Business Class of 2017
Industry Management Consulting
Experience
Citi June 2012 - July 2015
Citi July 2010 - June 2012
Deutsche Bank June 2009 - August 2009
Merrill Lynch February 2009 - May 2009
Wealth Control Advisors June 2008 - September 2008
Skills
Bloomberg Terminal, Business Objects, Business Planning, Business Strategy, Credit Risk, Economics, Essbase, Financial Analysis, Financial Reporting, Mathematics, Microsoft Excel, PowerPoint, Quantitative Analytics, Bloomberg, Data Analysis, Strategy, Research, Microsoft Office, Finance, Analysis, Corporate Finance, Social Media, Valuation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Connecticut College 2006 — 2010
BA, Economics & Mathematics
University College London, U. of London 2008 — 2008
Citi June 2012 - July 2015
Citi July 2010 - June 2012
Deutsche Bank June 2009 - August 2009
Merrill Lynch February 2009 - May 2009
Wealth Control Advisors June 2008 - September 2008
Skills
Bloomberg Terminal, Business Objects, Business Planning, Business Strategy, Credit Risk, Economics, Essbase, Financial Analysis, Financial Reporting, Mathematics, Microsoft Excel, PowerPoint, Quantitative Analytics, Bloomberg, Data Analysis, Strategy, Research, Microsoft Office, Finance, Analysis, Corporate Finance, Social Media, Valuation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Connecticut College 2006 — 2010
BA, Economics & Mathematics
University College London, U. of London 2008 — 2008
Charles Gajeway's Merrill Lynch Experience 1979 - 1981
Job Marketing & Tech Support, The BBQ Guru at ThermOmegaTech, Inc.
Industry Management Consulting
Experience
ThermOmegaTech, Inc. June 2014 - Present
The Competitive Resource January 1998 - April 2009
Small Business Computing and Home Office Computing 1982 - 2002
Merrill Lynch Private Client September 1995 - October 1997
Merrill Lynch Private Client April 1986 - September 1995
Merrill Lynch Relocation Management April 1984 - March 1986
Merrill Lynch & Co. 1983 - 1984
Merrill Lynch & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Morgan Guaranty Trust Co. 1976 - 1979
Skills
Financial Modeling, Strategic Planning, Business Analysis, Competitive Intelligence, Budgets, Business Planning, Financial Analysis, Marketing Strategy, Consulting, Project Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Mergers, Strategy, Cross-functional Team..., Management Consulting, Analysis, Business Development
Education
Cornell University - Johnson Graduate School of Management 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, English
ThermOmegaTech, Inc. June 2014 - Present
The Competitive Resource January 1998 - April 2009
Small Business Computing and Home Office Computing 1982 - 2002
Merrill Lynch Private Client September 1995 - October 1997
Merrill Lynch Private Client April 1986 - September 1995
Merrill Lynch Relocation Management April 1984 - March 1986
Merrill Lynch & Co. 1983 - 1984
Merrill Lynch & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Morgan Guaranty Trust Co. 1976 - 1979
Skills
Financial Modeling, Strategic Planning, Business Analysis, Competitive Intelligence, Budgets, Business Planning, Financial Analysis, Marketing Strategy, Consulting, Project Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Mergers, Strategy, Cross-functional Team..., Management Consulting, Analysis, Business Development
Education
Cornell University - Johnson Graduate School of Management 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, English
Bonnie Mann Falk, CPA, MBA's Merrill Lynch Experience June 1994 - June 1997
Job Senior Manager, Audit & Assurance | Financial Services Group | WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP December 2005 - Present
Own Account April 1999 - December 2005
M.D. Falk & Company, Inc. April 1999 - July 2001
Israeloff, Trattner & Co. P.C. June 1997 - April 1999
Merrill Lynch June 1994 - June 1997
Arthur Andersen LP June 1990 - June 1994
Skills
Accounting, CPA, Auditing, US GAAP, Tax, SEC filings, Strategic Financial..., Financial Services, Internal Audit, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1990 — 1991
MS, Accounting
Cornell University 1986 — 1990
BS, Economics
Lawrence High School
WeiserMazars LLP December 2005 - Present
Own Account April 1999 - December 2005
M.D. Falk & Company, Inc. April 1999 - July 2001
Israeloff, Trattner & Co. P.C. June 1997 - April 1999
Merrill Lynch June 1994 - June 1997
Arthur Andersen LP June 1990 - June 1994
Skills
Accounting, CPA, Auditing, US GAAP, Tax, SEC filings, Strategic Financial..., Financial Services, Internal Audit, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1990 — 1991
MS, Accounting
Cornell University 1986 — 1990
BS, Economics
Lawrence High School
Naum Minchin's Merrill Lynch Experience June 2008 - August 2008
Job Associate Director at Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC July 2015 - Present
Citi January 2015 - June 2015
Citigroup July 2013 - December 2014
Citi August 2012 - July 2013
Citigroup July 2010 - August 2012
M. Safra & Co. June 2009 - July 2009
Deutsche Bank October 2008 - December 2008
Merrill Lynch June 2008 - August 2008
Momenta Pharmaceuticals May 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Financial Analysis, Strategic Planning, Due Diligence, Hedge Funds, Bloomberg Terminal, Stata, R, Econometrics, Economics, Statistics, Spanish, Financial Planning, Competitive Strategies, Portfolio Optimization, Board Presentations, Team Leadership, Excel, PowerPoint, Macroeconomics, Microeconomics, Russian, Competitor Intelligence, Competitive Analysis, Investment Banking, Capital Markets, Equity Capital Markets, Mergers & Acquisitions, Securitization, Asset-backed..., Analysis, Fixed Income, Valuation, Strategy, Derivatives, Strategic Financial...
Education
Connecticut College 2006 — 2010
BA, Economics, Mathematics- Applied Statistics
UCL 2008 — 2008
BA, Economics
Apollo Global Management LLC July 2015 - Present
Citi January 2015 - June 2015
Citigroup July 2013 - December 2014
Citi August 2012 - July 2013
Citigroup July 2010 - August 2012
M. Safra & Co. June 2009 - July 2009
Deutsche Bank October 2008 - December 2008
Merrill Lynch June 2008 - August 2008
Momenta Pharmaceuticals May 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Financial Analysis, Strategic Planning, Due Diligence, Hedge Funds, Bloomberg Terminal, Stata, R, Econometrics, Economics, Statistics, Spanish, Financial Planning, Competitive Strategies, Portfolio Optimization, Board Presentations, Team Leadership, Excel, PowerPoint, Macroeconomics, Microeconomics, Russian, Competitor Intelligence, Competitive Analysis, Investment Banking, Capital Markets, Equity Capital Markets, Mergers & Acquisitions, Securitization, Asset-backed..., Analysis, Fixed Income, Valuation, Strategy, Derivatives, Strategic Financial...
Education
Connecticut College 2006 — 2010
BA, Economics, Mathematics- Applied Statistics
UCL 2008 — 2008
BA, Economics
Avishek Hazrachoudhury's Merrill Lynch Experience July 2006 - October 2006
Job Senior Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
AllianceBernstein June 2010 - February 2013
Neuberger Berman October 2006 - June 2010
Merrill Lynch July 2006 - October 2006
California Institute of Technology 2004 - 2004
Skills
Equities, Investments, Quantitative Finance, Research, Hedge Funds, Global Macro, Quantitative Analytics, Fixed Income, Equity Research, Financial Modeling, Bloomberg
Education
Cornell University
BA, Physics, Mathematics
The University of Chicago
MS, Financial Mathematics
University of Chicago
MBA, Finance and Economics
Fidelity Investments March 2013 - Present
AllianceBernstein June 2010 - February 2013
Neuberger Berman October 2006 - June 2010
Merrill Lynch July 2006 - October 2006
California Institute of Technology 2004 - 2004
Skills
Equities, Investments, Quantitative Finance, Research, Hedge Funds, Global Macro, Quantitative Analytics, Fixed Income, Equity Research, Financial Modeling, Bloomberg
Education
Cornell University
BA, Physics, Mathematics
The University of Chicago
MS, Financial Mathematics
University of Chicago
MBA, Finance and Economics
Peter Crisafulli's Merrill Lynch Experience June 2008 - August 2008
Job Product Support Manager at FactSet
Industry Financial Services
Experience
FactSet January 2014 - Present
FactSet Research Systems June 2011 - Present
Standard & Poor's June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Teamwork, Microsoft Excel, Microsoft Office, Financial Analysis, Market Research, PowerPoint, Team Leadership, Financial Modeling, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, Accounting, C++, Windows, Photoshop
Education
Connecticut College 2006 — 2010
Bachelor of Arts (B.A.), Economics
FactSet January 2014 - Present
FactSet Research Systems June 2011 - Present
Standard & Poor's June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Teamwork, Microsoft Excel, Microsoft Office, Financial Analysis, Market Research, PowerPoint, Team Leadership, Financial Modeling, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, Accounting, C++, Windows, Photoshop
Education
Connecticut College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Christopher Hilbert's Merrill Lynch Experience June 2008 - August 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock October 2012 - October 2014
BlackRock June 2010 - October 2012
Ernst & Young October 2009 - June 2010
Merrill Lynch June 2008 - August 2008
United States Navy May 2006 - August 2006
Skills
Valuation, Portfolio Management, Fixed Income, Bloomberg, Financial Modeling, Asset Management, Capital Markets, Due Diligence
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
BlackRock October 2014 - Present
BlackRock October 2012 - October 2014
BlackRock June 2010 - October 2012
Ernst & Young October 2009 - June 2010
Merrill Lynch June 2008 - August 2008
United States Navy May 2006 - August 2006
Skills
Valuation, Portfolio Management, Fixed Income, Bloomberg, Financial Modeling, Asset Management, Capital Markets, Due Diligence
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
Eric Szoke's Merrill Lynch Experience January 2007 - May 2009
Job Attorney
Industry Law Practice
Experience
Steven R. Lehr PC May 2009 - Present
Merrill Lynch January 2007 - May 2009
Williams, Caliri, Miller & Otley P.C. March 2003 - December 2006
Nagel Rice February 2000 - March 2003
Schiffman Berger Abraham Kaufman & Ritter January 1999 - January 2000
Monica & Szoke January 1995 - August 1998
Skills
Research, Legal Compliance, Securities, Contract Negotiation, Securities Regulation, Regulatory Compliance, Employment Law, Commercial Litigation, Securities Litigation, Trial Advocacy, Litigation, Trials, Legal Writing, Legal Research, Depositions, Motions, Civil Litigation, Corporate Law, Appeals, Courts
Education
Cornell Law School 1991 — 1994
Doctor of Law (JD), Law
University of Arizona 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
West Morris Mendham 1983 — 1987
Diploma
Steven R. Lehr PC May 2009 - Present
Merrill Lynch January 2007 - May 2009
Williams, Caliri, Miller & Otley P.C. March 2003 - December 2006
Nagel Rice February 2000 - March 2003
Schiffman Berger Abraham Kaufman & Ritter January 1999 - January 2000
Monica & Szoke January 1995 - August 1998
Skills
Research, Legal Compliance, Securities, Contract Negotiation, Securities Regulation, Regulatory Compliance, Employment Law, Commercial Litigation, Securities Litigation, Trial Advocacy, Litigation, Trials, Legal Writing, Legal Research, Depositions, Motions, Civil Litigation, Corporate Law, Appeals, Courts
Education
Cornell Law School 1991 — 1994
Doctor of Law (JD), Law
University of Arizona 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
West Morris Mendham 1983 — 1987
Diploma
Patrick Troy's Merrill Lynch Experience May 2008 - August 2008
Job Senior Staff Geologist at Langan Engineering & Environmental Services
Industry Civil Engineering
Experience
Geosyntec Consultants January 2015 - Present
Langan Engineering & Environmental Services March 2011 - January 2015
Hudson River Group June 2010 - April 2011
Apex Geoservices May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Due Diligence, Leadership, Project Management
Education
University of Pennsylvania 2012 — 2015
Master of Science (MS), Geosciences
Connecticut College 2006 — 2010
BA, Economics, Geophysics
Geosyntec Consultants January 2015 - Present
Langan Engineering & Environmental Services March 2011 - January 2015
Hudson River Group June 2010 - April 2011
Apex Geoservices May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Due Diligence, Leadership, Project Management
Education
University of Pennsylvania 2012 — 2015
Master of Science (MS), Geosciences
Connecticut College 2006 — 2010
BA, Economics, Geophysics
Gregory Kim's Merrill Lynch Experience June 2010 - August 2010
Job UX Designer at CARD.com
Industry Design
Experience
CARD.com August 2015 - Present
The Walt Disney Company May 2014 - March 2015
Yoon's English School December 2013 - January 2014
Top U August 2012 - December 2013
Merrill Lynch June 2010 - August 2010
Cornell Information Technology January 2010 - June 2010
Partizan June 2009 - August 2009
Skills
Research, Social Media, Mandarin, Adobe Creative Suite, Digital Marketing, UX Design, Interaction Design, OmniGraffle, HTML 5, CSS
Education
Cornell University 2008 — 2012
B.A., Economics
Phillips Exeter Academy 2004 — 2008
CARD.com August 2015 - Present
The Walt Disney Company May 2014 - March 2015
Yoon's English School December 2013 - January 2014
Top U August 2012 - December 2013
Merrill Lynch June 2010 - August 2010
Cornell Information Technology January 2010 - June 2010
Partizan June 2009 - August 2009
Skills
Research, Social Media, Mandarin, Adobe Creative Suite, Digital Marketing, UX Design, Interaction Design, OmniGraffle, HTML 5, CSS
Education
Cornell University 2008 — 2012
B.A., Economics
Phillips Exeter Academy 2004 — 2008
samantha mui's Merrill Lynch Experience June 2012 - August 2012
Job Graduate Student at Concordia University
Industry Marketing and Advertising
Experience
Chick-fil-A-Corporate March 2014 - November 2014
Merrill Lynch June 2012 - August 2012
Cafe Express July 2011 - May 2012
Gold Medal Martial Art July 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Facebook, Event Planning, Social Networking, Social Media Marketing, Event Management, PowerPoint, Time Management, Public Relations, Marketing, Blogging, Public Speaking, Teamwork, Customer Service, Advertising, Marketing Communications, Editing, Photoshop, Spanish, Creative Writing, Adobe Creative Suite
Education
Concordia University Irvine 2015 — 2017
Master’s Degree, International Business Studies
Vanguard University of Southern California 2013 — 2015
Bachelor's Degree, Communication and Media Studies
De Anza College 2011 — 2013
Art Institute of Sunnyvale 2011 — 2012
Culinary Arts/Chef Training
Chick-fil-A-Corporate March 2014 - November 2014
Merrill Lynch June 2012 - August 2012
Cafe Express July 2011 - May 2012
Gold Medal Martial Art July 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Facebook, Event Planning, Social Networking, Social Media Marketing, Event Management, PowerPoint, Time Management, Public Relations, Marketing, Blogging, Public Speaking, Teamwork, Customer Service, Advertising, Marketing Communications, Editing, Photoshop, Spanish, Creative Writing, Adobe Creative Suite
Education
Concordia University Irvine 2015 — 2017
Master’s Degree, International Business Studies
Vanguard University of Southern California 2013 — 2015
Bachelor's Degree, Communication and Media Studies
De Anza College 2011 — 2013
Art Institute of Sunnyvale 2011 — 2012
Culinary Arts/Chef Training
Amy Cheetham's Merrill Lynch Experience September 2010 - May 2011
Job Associate at Summit Partners
Industry Financial Services
Experience
Summit Partners August 2015 - Present
J.P. Morgan May 2014 - August 2015
J.P. Morgan March 2013 - May 2014
Connecticut College September 2009 - May 2013
J.P. Morgan June 2011 - August 2012
Merrill Lynch September 2010 - May 2011
Skills
Bloomberg, Economics
Education
Connecticut College 2009 — 2013
BA, Government
Universitat d'Alacant / Universidad de Alicante 2011 — 2011
Study Abroad, Economics
John Bapst Memorial High School 2005 — 2009
Summit Partners August 2015 - Present
J.P. Morgan May 2014 - August 2015
J.P. Morgan March 2013 - May 2014
Connecticut College September 2009 - May 2013
J.P. Morgan June 2011 - August 2012
Merrill Lynch September 2010 - May 2011
Skills
Bloomberg, Economics
Education
Connecticut College 2009 — 2013
BA, Government
Universitat d'Alacant / Universidad de Alicante 2011 — 2011
Study Abroad, Economics
John Bapst Memorial High School 2005 — 2009
Ellen Burris's Merrill Lynch Experience September 1978 - June 1985
Job Application Group Manager at Luster Products
Industry Consumer Goods
Experience
Luster Products October 1999 - Present
Comsi January 1988 - September 1999
Cardinal Health 1991 - 1997
Merrill Lynch September 1978 - June 1985
Skills
Program Management, Business Analysis, Testing, Documentation, ITIL, Requirements Analysis, Application Development, SQL, HTML, Application Management, Microsoft Office, Analysis, Manufacturing, Change Management, ERP, Process Improvement, Team Leadership, Software Development, Software Project..., Problem Solving, Data Analysis, Customer Relations, Product Development, EDI, Integration, Systems Analysis, IT Management, Visio, Cross-functional Team..., Programming, Databases, Project Management
Education
Fisk University 1975 — 1978
BS, Chemistry
Connecticut College 1973 — 1975
Chemistry
Montclair High School 1970 — 1973
Luster Products October 1999 - Present
Comsi January 1988 - September 1999
Cardinal Health 1991 - 1997
Merrill Lynch September 1978 - June 1985
Skills
Program Management, Business Analysis, Testing, Documentation, ITIL, Requirements Analysis, Application Development, SQL, HTML, Application Management, Microsoft Office, Analysis, Manufacturing, Change Management, ERP, Process Improvement, Team Leadership, Software Development, Software Project..., Problem Solving, Data Analysis, Customer Relations, Product Development, EDI, Integration, Systems Analysis, IT Management, Visio, Cross-functional Team..., Programming, Databases, Project Management
Education
Fisk University 1975 — 1978
BS, Chemistry
Connecticut College 1973 — 1975
Chemistry
Montclair High School 1970 — 1973
Antonio Diaz Gonzalez Salas's Merrill Lynch Experience May 2011 - August 2011
Job Assistant Squash Professional at The Hartford Golf Club
Industry Sports
Experience
The Hartford Golf Club December 2012 - Present
UBS Wealth management CT August 2012 - December 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Public Speaking, Spanish, Customer Service, Microsoft Word, Event Planning, Economics, International Relations, Editing, Event Management, Financial Analysis, Leadership, Financial Modeling, Public Relations
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), International Studies
Connecticut College 2008 — 2009
St. george's School 2006 — 2008
High school
The Hartford Golf Club December 2012 - Present
UBS Wealth management CT August 2012 - December 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Public Speaking, Spanish, Customer Service, Microsoft Word, Event Planning, Economics, International Relations, Editing, Event Management, Financial Analysis, Leadership, Financial Modeling, Public Relations
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), International Studies
Connecticut College 2008 — 2009
St. george's School 2006 — 2008
High school
Sajeda Haji's Merrill Lynch Experience 2000 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2000 - 2010
TD Bank Group 1997 - 2000
Skills
Banking, Financial Markets
Education
Concordia University
St Josephs
Merrill Lynch 2000 - 2010
TD Bank Group 1997 - 2000
Skills
Banking, Financial Markets
Education
Concordia University
St Josephs
Byong Han Kim's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking (Securitization/Structured Finance) Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Mews Hall August 2011 - May 2014
International Students Admission Ambassadors September 2010 - May 2014
Merrill Lynch June 2013 - August 2013
Rice Magazine December 2010 - May 2013
McKinsey & Company June 2012 - August 2012
Public Service Center: Student Leadership Development Program December 2010 - May 2012
SilkRoad at Cornell University September 2010 - May 2012
North Campus Program Council March 2011 - February 2012
National Healthy Mothers, Healthy Babies Coalition June 2011 - August 2011
Education
Cornell University 2010 — 2014
Thomas Jefferson High School of Science and Technology 2006 — 2010
4.370/4
Bank of America Merrill Lynch August 2014 - Present
Mews Hall August 2011 - May 2014
International Students Admission Ambassadors September 2010 - May 2014
Merrill Lynch June 2013 - August 2013
Rice Magazine December 2010 - May 2013
McKinsey & Company June 2012 - August 2012
Public Service Center: Student Leadership Development Program December 2010 - May 2012
SilkRoad at Cornell University September 2010 - May 2012
North Campus Program Council March 2011 - February 2012
National Healthy Mothers, Healthy Babies Coalition June 2011 - August 2011
Education
Cornell University 2010 — 2014
Thomas Jefferson High School of Science and Technology 2006 — 2010
4.370/4
Chad Sawyer's Merrill Lynch Experience May 2012 - August 2012
Job Relationship Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
Joseph Woodard's Merrill Lynch Experience January 2006 - January 2008
Job Fitness Guru / Chef
Industry Alternative Medicine
Experience
Private January 2006 - January 2012
Merrill Lynch January 2006 - January 2008
Education
Coppin State University 1990 — 1994
Physical Therapy/Therapist
Mohawk Valley Community College
Occupational Therapist Assistant
Private January 2006 - January 2012
Merrill Lynch January 2006 - January 2008
Education
Coppin State University 1990 — 1994
Physical Therapy/Therapist
Mohawk Valley Community College
Occupational Therapist Assistant
William Betts's Merrill Lynch Experience October 1998 - December 2001
Job CEO, Founder of The Betts Group LLC
Industry Investment Management
Experience
The Betts Group, LLC October 2004 - Present
Dreier LLP November 2006 - December 2007
Morgan Stanley January 2002 - October 2004
Merrill Lynch October 1998 - December 2001
Bear Stearns & Co. Inc July 1996 - October 1998
Skills
Equity Trading, Corporate Branding, Convertible Bonds, Sports Management, Risk Management, Licensing, Real Estate, Film & TV Finance, Event Management, Finance, Private Equity, Marketing Strategy, Marketing, Management, Financial Advisory, Equities, Entrepreneurship, Business Development
Education
Connecticut College
Bachelor of Arts, Economics
The Betts Group, LLC October 2004 - Present
Dreier LLP November 2006 - December 2007
Morgan Stanley January 2002 - October 2004
Merrill Lynch October 1998 - December 2001
Bear Stearns & Co. Inc July 1996 - October 1998
Skills
Equity Trading, Corporate Branding, Convertible Bonds, Sports Management, Risk Management, Licensing, Real Estate, Film & TV Finance, Event Management, Finance, Private Equity, Marketing Strategy, Marketing, Management, Financial Advisory, Equities, Entrepreneurship, Business Development
Education
Connecticut College
Bachelor of Arts, Economics
Brian Cooksey's Merrill Lynch Experience April 1998 - June 2001
Job Master Scheduler / MP&L Material Planning & Logistics at Tenneco
Industry Automotive
Experience
Tenneco January 2004 - Present
Merrill Lynch April 1998 - June 2001
Skills
MRP, Materials Management, Production Planning, Inventory Control, Logistics, Supply Chain Management, Lean Manufacturing, PPAP, Automotive, Purchasing, Microsoft Office, Kaizen, Continuous Improvement, 5S, Value Stream Mapping, Six Sigma, Kanban, JIT, Manufacturing..., Root Cause Analysis, Supply Chain, Supply Management, Teamwork, Manufacturing
Education
Concordia University, Nebraska 1992 — 1995
Bachelor of Arts (B.A.), Business Administration, Concentration in Finance
University of Nebraska-Lincoln 1990 — 1992
Tenneco January 2004 - Present
Merrill Lynch April 1998 - June 2001
Skills
MRP, Materials Management, Production Planning, Inventory Control, Logistics, Supply Chain Management, Lean Manufacturing, PPAP, Automotive, Purchasing, Microsoft Office, Kaizen, Continuous Improvement, 5S, Value Stream Mapping, Six Sigma, Kanban, JIT, Manufacturing..., Root Cause Analysis, Supply Chain, Supply Management, Teamwork, Manufacturing
Education
Concordia University, Nebraska 1992 — 1995
Bachelor of Arts (B.A.), Business Administration, Concentration in Finance
University of Nebraska-Lincoln 1990 — 1992
Kate Nowack's Merrill Lynch Experience May 1994 - March 2010
Job Alternative Investment Expert with 25+ years of experience
Industry Investment Management
Experience
Arden Asset Management LLC April 2010 - Present
Merrill Lynch May 1994 - March 2010
Midland Global Markets 1993 - 1994
Skills
Alternative Investments
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
Master of Business Administration (MBA), Advanced Derivative Financial Products/Marketing
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Mathematical Sciences
Arden Asset Management LLC April 2010 - Present
Merrill Lynch May 1994 - March 2010
Midland Global Markets 1993 - 1994
Skills
Alternative Investments
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
Master of Business Administration (MBA), Advanced Derivative Financial Products/Marketing
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Mathematical Sciences
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank