Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
JOHN GRIFFIN JOHN GRIFFIN's Merrill Lynch Experience 1985 - 1988
Job Chief Financial Officer at Cantor Real Estate LP/Resolution Recovery Partners Manager
Industry Financial Services
Experience
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Nyrka Riskin, MBA Nyrka Riskin, MBA's Merrill Lynch Experience June 1997 - August 1997
Job Sales | Business and Higher Education Relations
Industry Professional Training & Coaching
Experience
Polk State College 2007 - Present
Entertaining Designers and Polk County Bridal Exhibit & Marketplace 2004 - 2010
PricewaterhouseCoopers 2003 - 2004
Kaufman, Rossin & Co. 2000 - 2003
Arthur Andersen 1998 - 2000
Merrill Lynch June 1997 - August 1997
U.S. Patent and Trademark Office June 1996 - August 1996
Skills
Business Development, Leadership Development, Program Management, Entrepreneurship, Event Management, Auditing, Financial Accounting, Operations Management, Contract Training, Marketing Management, Teaching, Personnel Recruiting, Strategic Planning, Organizational..., Training, Leadership, Management Consulting, Community Outreach, Event Planning, Management, Nonprofits, Public Speaking, Team Building
Education
Florida State University 2010 — 2012
MBA, Business
Universidad de Puerto Rico 1993 — 1997
BBA, Accounting
Cornell University
High School Summer Program
Polk State College 2007 - Present
Entertaining Designers and Polk County Bridal Exhibit & Marketplace 2004 - 2010
PricewaterhouseCoopers 2003 - 2004
Kaufman, Rossin & Co. 2000 - 2003
Arthur Andersen 1998 - 2000
Merrill Lynch June 1997 - August 1997
U.S. Patent and Trademark Office June 1996 - August 1996
Skills
Business Development, Leadership Development, Program Management, Entrepreneurship, Event Management, Auditing, Financial Accounting, Operations Management, Contract Training, Marketing Management, Teaching, Personnel Recruiting, Strategic Planning, Organizational..., Training, Leadership, Management Consulting, Community Outreach, Event Planning, Management, Nonprofits, Public Speaking, Team Building
Education
Florida State University 2010 — 2012
MBA, Business
Universidad de Puerto Rico 1993 — 1997
BBA, Accounting
Cornell University
High School Summer Program
Bryan Lisser Bryan Lisser's Merrill Lynch Experience June 2011 - August 2011
Job Real Estate Analyst at Ares Management
Industry Financial Services
Experience
Ares Management April 2014 - Present
Cushman & Wakefield June 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate Economics, Microsoft Excel, Capital Markets, PowerPoint, Microsoft Office, Bloomberg, Equities, Market Research, Investment Banking, Microsoft Word, Real Estate, Bloomberg Terminal
Education
Cornell University 2009 — 2012
Bachelor of Science, Finance / Real Estate
Ares Management April 2014 - Present
Cushman & Wakefield June 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate Economics, Microsoft Excel, Capital Markets, PowerPoint, Microsoft Office, Bloomberg, Equities, Market Research, Investment Banking, Microsoft Word, Real Estate, Bloomberg Terminal
Education
Cornell University 2009 — 2012
Bachelor of Science, Finance / Real Estate
Christine Marchell, CFP®, CRPC® Christine Marchell, CFP®, CRPC®'s Merrill Lynch Experience 2001 - 2009
Job Senior Vice Presdent, Wealth Management
Industry Financial Services
Experience
Buttonwood Financial Partners October 2009 - Present
Merrill Lynch 2001 - 2009
Marchell & Associates 1997 - 2000
First Interstate Bank 1995 - 1996
Goldman Sachs 1986 - 1994
Skills
Wealth Management..., Retirement Planning, Asset Allocation, Financial Advisory, IRAs, Life Insurance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Cornell University 1972 — 1975
BS, Design
Buttonwood Financial Partners October 2009 - Present
Merrill Lynch 2001 - 2009
Marchell & Associates 1997 - 2000
First Interstate Bank 1995 - 1996
Goldman Sachs 1986 - 1994
Skills
Wealth Management..., Retirement Planning, Asset Allocation, Financial Advisory, IRAs, Life Insurance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Cornell University 1972 — 1975
BS, Design
Sven Jensen's Merrill Lynch Experience June 2002 - June 2004
Job Business development professional with significant operations experience
Industry Financial Services
Experience
Bidzy, Inc. January 2012 - Present
reMatch Sports April 2009 - December 2011
Blum Capital Partners January 2007 - March 2009
Kinetic Concepts January 2007 - March 2009
Current TV January 2007 - March 2009
Allen & Company July 2004 - December 2006
Merrill Lynch June 2002 - June 2004
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Investments, Start-ups, Valuation, Investment Banking, Hedge Funds, Due Diligence, Portfolio Management, Leadership, Business Strategy, Marketing Strategy, Strategic Planning, Salesforce.com, E-commerce, Mobile Applications, Business Development, Alternative Investments, IPO, Corporate Development, CRM, Cloud Computing, Go-to-market Strategy, Motivation, Product Management, Mergers & Acquisitions, Strategic Partnerships, Digital Strategy, Operational Excellence, IT Operations, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Managerial Finance, Financial Services, Fundraising, Joint Ventures, Start-up Ventures, Venture Financing, Operational Due..., Management Due Diligence, Feasibility Studies, Strategic Initiatives, Change Management, Team Management, Program Management, Project Management
Education
Cornell University 1998 — 2002
Bachelor's Degree, Applied Economics and Management (Concentration in Management and Marketing)
University of Cape Town 1998 — 1998
Bachelor's Degree, Business/Managerial Economics
Milnerton High School 1995 — 1997
High School
Bishops 1988 — 1994
High School
Bidzy, Inc. January 2012 - Present
reMatch Sports April 2009 - December 2011
Blum Capital Partners January 2007 - March 2009
Kinetic Concepts January 2007 - March 2009
Current TV January 2007 - March 2009
Allen & Company July 2004 - December 2006
Merrill Lynch June 2002 - June 2004
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Investments, Start-ups, Valuation, Investment Banking, Hedge Funds, Due Diligence, Portfolio Management, Leadership, Business Strategy, Marketing Strategy, Strategic Planning, Salesforce.com, E-commerce, Mobile Applications, Business Development, Alternative Investments, IPO, Corporate Development, CRM, Cloud Computing, Go-to-market Strategy, Motivation, Product Management, Mergers & Acquisitions, Strategic Partnerships, Digital Strategy, Operational Excellence, IT Operations, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Managerial Finance, Financial Services, Fundraising, Joint Ventures, Start-up Ventures, Venture Financing, Operational Due..., Management Due Diligence, Feasibility Studies, Strategic Initiatives, Change Management, Team Management, Program Management, Project Management
Education
Cornell University 1998 — 2002
Bachelor's Degree, Applied Economics and Management (Concentration in Management and Marketing)
University of Cape Town 1998 — 1998
Bachelor's Degree, Business/Managerial Economics
Milnerton High School 1995 — 1997
High School
Bishops 1988 — 1994
High School
Patrick Nguyen's Merrill Lynch Experience August 2004 - March 2006
Job Software Engineer @ Sabbatical | Brand Ambassador @ Pearl Izumi
Industry Computer Software
Experience
Boulder Running Company June 2015 - Present
Pearl Izumi January 2015 - Present
The San Francisco Marathon January 2013 - September 2014
VMware July 2008 - July 2014
Nextag November 2006 - July 2007
HedgeStreet April 2006 - November 2006
Merrill Lynch August 2004 - March 2006
Gen Re May 2001 - July 2004
Keane January 1998 - May 2001
Pratt & Whitney June 1996 - January 1998
Skills
Cloud Computing, Software Engineering, Distributed Systems, Cross-functional Team..., Java, Enterprise Software, Agile Methodologies, Spring, RabbitMQ, HTML, JavaScript, AJAX, JSON, JUnit, Hibernate, SQL, Oracle, MySQL, PostgreSQL
Education
Cornell University 1992 — 1996
BS, Mechanical Engineering
Boulder Running Company June 2015 - Present
Pearl Izumi January 2015 - Present
The San Francisco Marathon January 2013 - September 2014
VMware July 2008 - July 2014
Nextag November 2006 - July 2007
HedgeStreet April 2006 - November 2006
Merrill Lynch August 2004 - March 2006
Gen Re May 2001 - July 2004
Keane January 1998 - May 2001
Pratt & Whitney June 1996 - January 1998
Skills
Cloud Computing, Software Engineering, Distributed Systems, Cross-functional Team..., Java, Enterprise Software, Agile Methodologies, Spring, RabbitMQ, HTML, JavaScript, AJAX, JSON, JUnit, Hibernate, SQL, Oracle, MySQL, PostgreSQL
Education
Cornell University 1992 — 1996
BS, Mechanical Engineering
Kristin Chen Kristin Chen's Merrill Lynch Experience February 2010 - May 2010
Job Insights Analyst at Linkedin & Board Member at Partners in School Innovation
Industry Internet
Experience
LinkedIn February 2015 - Present
Partners in School Innovation August 2014 - Present
Franklin Templeton Investments October 2014 - January 2015
Franklin Templeton Investments March 2013 - September 2014
Mahindra & Mahindra 2011 - 2012
Cornell University 2009 - 2011
Lansdowne Consulting 2009 - 2011
Merrill Lynch February 2010 - May 2010
Goldman Sachs June 2009 - August 2009
Alcoa June 2008 - July 2008
Skills
Strategy, Management Consulting, Business Strategy, Process Improvement, Consulting, Entrepreneurship, Strategic Planning, SQL, Data Analysis, Management, Market Analysis, Analysis, Organizational Design, Market Research, Benchmarking, Performance Management, Talent Management, Personnel Management, Employee Engagement, Employee Training, Business Analysis, Leadership, Customer Satisfaction, Training, Cross-functional Team..., Microsoft Excel, PowerPoint, Research, Pricing Strategy, Customer Insight, Project Implementation, Strategy Development, Process Development, Cost Reduction..., Cost Reduction Analysis, Training & Development, Workflow, Workflow Analysis, Cost Reduction, Profitability Analysis, Standardization, Industry Research, Project Management, Business Development, R, Teradata SQL, Tableau
Education
Cornell University 2007 — 2011
B.S. in ILR, Industrial & Labor Relations
Pinewood 2003 — 2007
LinkedIn February 2015 - Present
Partners in School Innovation August 2014 - Present
Franklin Templeton Investments October 2014 - January 2015
Franklin Templeton Investments March 2013 - September 2014
Mahindra & Mahindra 2011 - 2012
Cornell University 2009 - 2011
Lansdowne Consulting 2009 - 2011
Merrill Lynch February 2010 - May 2010
Goldman Sachs June 2009 - August 2009
Alcoa June 2008 - July 2008
Skills
Strategy, Management Consulting, Business Strategy, Process Improvement, Consulting, Entrepreneurship, Strategic Planning, SQL, Data Analysis, Management, Market Analysis, Analysis, Organizational Design, Market Research, Benchmarking, Performance Management, Talent Management, Personnel Management, Employee Engagement, Employee Training, Business Analysis, Leadership, Customer Satisfaction, Training, Cross-functional Team..., Microsoft Excel, PowerPoint, Research, Pricing Strategy, Customer Insight, Project Implementation, Strategy Development, Process Development, Cost Reduction..., Cost Reduction Analysis, Training & Development, Workflow, Workflow Analysis, Cost Reduction, Profitability Analysis, Standardization, Industry Research, Project Management, Business Development, R, Teradata SQL, Tableau
Education
Cornell University 2007 — 2011
B.S. in ILR, Industrial & Labor Relations
Pinewood 2003 — 2007
Michael Henry Misrahi Michael Henry Misrahi's Merrill Lynch Experience May 2007 - 2007
Job Manager, Strategy and M&A Consulting at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY August 2014 - Present
Ernst & Young April 2013 - August 2014
Solon Management Consulting February 2012 - April 2013
Solon Management Consulting September 2010 - January 2012
Net Worth Solutions, Inc. June 2008 - August 2008
Merrill Lynch May 2007 - 2007
Skills
Due Diligence, Pay TV, Corporate Finance, Business Planning, Microsoft Excel, Management Consulting, Business Strategy, TMT, Mobile Communications, Mobile Infrastructure, Television, DTT, DTH, Cable Television, Advertising, Media, Scenario Analysis, Mergers, Valuation, Competitor Intelligence, Strategy Implementation, synergies, Data Modeling, PowerPoint, Mergers & Acquisitions, Market Analysis, Strategy, Competitive Analysis, Private Equity, Venture Capital, Market Research, Business Development
Education
Cornell University
BS
London School of Economics and Political Science
MSc
Oak Park High School
Parthenon-EY August 2014 - Present
Ernst & Young April 2013 - August 2014
Solon Management Consulting February 2012 - April 2013
Solon Management Consulting September 2010 - January 2012
Net Worth Solutions, Inc. June 2008 - August 2008
Merrill Lynch May 2007 - 2007
Skills
Due Diligence, Pay TV, Corporate Finance, Business Planning, Microsoft Excel, Management Consulting, Business Strategy, TMT, Mobile Communications, Mobile Infrastructure, Television, DTT, DTH, Cable Television, Advertising, Media, Scenario Analysis, Mergers, Valuation, Competitor Intelligence, Strategy Implementation, synergies, Data Modeling, PowerPoint, Mergers & Acquisitions, Market Analysis, Strategy, Competitive Analysis, Private Equity, Venture Capital, Market Research, Business Development
Education
Cornell University
BS
London School of Economics and Political Science
MSc
Oak Park High School
Brady Malone Brady Malone's Merrill Lynch Experience June 2015 - Present
Job Student at Cornell University
Industry
Experience
Merrill Lynch June 2015 - Present
Education
Cornell University 2013 — 2017
Charles H. Dyson School of Applied Economics and Management
Merrill Lynch June 2015 - Present
Education
Cornell University 2013 — 2017
Charles H. Dyson School of Applied Economics and Management
Jonathan Wolfson Jonathan Wolfson's Merrill Lynch Experience June 2001 - September 2006
Job Software Developer at a Financial Institution
Industry Computer Software
Experience
First Eagle Investment Management October 2007 - Present
Maxim Group, LLC September 2006 - September 2007
Merrill Lynch June 2001 - September 2006
Tallan June 2000 - April 2001
Skills
SQL, SQL Report Writing, RDL, C# 4.0, ASP.NET, ASP.NET AJAX, AJAX Toolkit, Web Development, Microsoft SQL Server, SQL Server Management..., XML, XSD, Console Applications, 24x7, Tortoise SVN, SSRS, C# 2.0/3.5, Visual Studio, OOP, Object Oriented Design, Databases, Database Modeling, Visual Basic, VBA, RSL, LINQ, Email Etiquette, Corporate Etiquette, Planning & Organizing..., Gmail, Google Sites, PowerPoint, Office 2010, Data Synchronization, Infragistics, Genealogy, ComponentOne, Relational Data Modeling, CRM, XSLT, XSL, Charles River IMS, CRD, Upgradation, Technical Writing, Automation Tools, Comments, Documentation Practices, System Testing, Coding Practices
Education
Cornell University 1996 — 2000
BA, Computer Science
First Eagle Investment Management October 2007 - Present
Maxim Group, LLC September 2006 - September 2007
Merrill Lynch June 2001 - September 2006
Tallan June 2000 - April 2001
Skills
SQL, SQL Report Writing, RDL, C# 4.0, ASP.NET, ASP.NET AJAX, AJAX Toolkit, Web Development, Microsoft SQL Server, SQL Server Management..., XML, XSD, Console Applications, 24x7, Tortoise SVN, SSRS, C# 2.0/3.5, Visual Studio, OOP, Object Oriented Design, Databases, Database Modeling, Visual Basic, VBA, RSL, LINQ, Email Etiquette, Corporate Etiquette, Planning & Organizing..., Gmail, Google Sites, PowerPoint, Office 2010, Data Synchronization, Infragistics, Genealogy, ComponentOne, Relational Data Modeling, CRM, XSLT, XSL, Charles River IMS, CRD, Upgradation, Technical Writing, Automation Tools, Comments, Documentation Practices, System Testing, Coding Practices
Education
Cornell University 1996 — 2000
BA, Computer Science
Chenchen Dong Chenchen Dong's Merrill Lynch Experience June 2011 - August 2011
Job Graduate Student majoring in Finance and Economics at Cornell University
Industry Financial Services
Experience
Bain & Company May 2012 - July 2012
China International Capital Corporation February 2012 - April 2012
Merrill Lynch June 2011 - August 2011
Bank of China August 2009 - September 2009
Education
Cornell University 2010 — 2013
Master of Public Administration, Finance and Economic Policy
Tsinghua University 2006 — 2010
Bachelor, Economics
Bain & Company May 2012 - July 2012
China International Capital Corporation February 2012 - April 2012
Merrill Lynch June 2011 - August 2011
Bank of China August 2009 - September 2009
Education
Cornell University 2010 — 2013
Master of Public Administration, Finance and Economic Policy
Tsinghua University 2006 — 2010
Bachelor, Economics
Armen Aiazian Armen Aiazian's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Automotive
Experience
Edmunds.com January 2015 - Present
A-Squared Investment Fund June 2012 - December 2014
Merrill Lynch June 2011 - August 2011
BNP Paribas May 2008 - June 2010
BNP Paribas October 2007 - May 2008
BNP Paribas July 2005 - October 2007
BNP Paribas November 2003 - July 2005
Skills
Financial Modeling, Hedge Funds, Financial Analysis, Financial Services, Mutual Funds, Financial Reporting, Valuation, Financial Forecasting, Finance, Trading, Corporate Finance, Capital Markets, Bloomberg, Wealth Management, Budgets, Account Reconciliation, Treasury Management, Cash Management, Derivatives, Internal Audit, Treasury
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Cornell University 1999 — 2003
Bachelor's Degree, Economics & Sociology
Edmunds.com January 2015 - Present
A-Squared Investment Fund June 2012 - December 2014
Merrill Lynch June 2011 - August 2011
BNP Paribas May 2008 - June 2010
BNP Paribas October 2007 - May 2008
BNP Paribas July 2005 - October 2007
BNP Paribas November 2003 - July 2005
Skills
Financial Modeling, Hedge Funds, Financial Analysis, Financial Services, Mutual Funds, Financial Reporting, Valuation, Financial Forecasting, Finance, Trading, Corporate Finance, Capital Markets, Bloomberg, Wealth Management, Budgets, Account Reconciliation, Treasury Management, Cash Management, Derivatives, Internal Audit, Treasury
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Cornell University 1999 — 2003
Bachelor's Degree, Economics & Sociology
Cameron Johnson Cameron Johnson's Merrill Lynch Experience 2007 - 2007
Job Associate at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs 2015 - Present
Akara Partners, LLC 2014 - 2015
Greystar Real Estate Partners 2012 - 2014
Forest City Enterprises August 2011 - December 2011
Abraaj Capital June 2011 - July 2011
Walton Street Capital 2008 - 2010
Merrill Lynch 2007 - 2007
Goldman Sachs June 2006 - August 2006
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor of Science (BS) Hospitality: Real Estate & Finance, with distinction
Goldman Sachs 2015 - Present
Akara Partners, LLC 2014 - 2015
Greystar Real Estate Partners 2012 - 2014
Forest City Enterprises August 2011 - December 2011
Abraaj Capital June 2011 - July 2011
Walton Street Capital 2008 - 2010
Merrill Lynch 2007 - 2007
Goldman Sachs June 2006 - August 2006
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor of Science (BS) Hospitality: Real Estate & Finance, with distinction
Andrew Chang's Merrill Lynch Experience September 2001 - May 2002
Job Strategy and Corporate Development at MassMutual Financial Group
Industry Financial Services
Experience
Boston 2024 May 2015 - Present
MassMutual Financial Group September 2014 - Present
Yahoo September 2013 - September 2014
Deloitte Consulting August 2010 - September 2013
Deloitte Consulting September 2008 - August 2010
3M May 2007 - August 2007
Corporate Executive Board January 2003 - August 2006
Public Entity Risk Institute September 2002 - December 2002
Merrill Lynch September 2001 - May 2002
Northwestern Mutual May 2001 - August 2001
Skills
Mergers & Acquisitions, Acquisition Integration, Divestitures, Strategic Planning, Operational Due..., Performance Improvement, Management Consulting, Program Management, Synergies, Cost Reduction..., Process Improvement, Strategy, CRM, Integration, Cross-functional Team..., Business Development, Consulting, Financial Modeling, Financial Forecasting, Dissolution, Vendor Management, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Strategic Operations and Finance
Cornell University 1998 — 2002
B.S., Policy Analysis and Management
Boston 2024 May 2015 - Present
MassMutual Financial Group September 2014 - Present
Yahoo September 2013 - September 2014
Deloitte Consulting August 2010 - September 2013
Deloitte Consulting September 2008 - August 2010
3M May 2007 - August 2007
Corporate Executive Board January 2003 - August 2006
Public Entity Risk Institute September 2002 - December 2002
Merrill Lynch September 2001 - May 2002
Northwestern Mutual May 2001 - August 2001
Skills
Mergers & Acquisitions, Acquisition Integration, Divestitures, Strategic Planning, Operational Due..., Performance Improvement, Management Consulting, Program Management, Synergies, Cost Reduction..., Process Improvement, Strategy, CRM, Integration, Cross-functional Team..., Business Development, Consulting, Financial Modeling, Financial Forecasting, Dissolution, Vendor Management, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Strategic Operations and Finance
Cornell University 1998 — 2002
B.S., Policy Analysis and Management
Adam House Adam House's Merrill Lynch Experience June 2011 - April 2014
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Merrill Lynch June 2011 - April 2014
Scottrade February 2001 - April 2011
Skills
Wealth Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Securities, 401k Rollovers, Financial Planners, Uniform Combined State..., Certified Financial..., Strategic Financial..., Investment Advisory, High Net Worth..., Financial Planning, Mutual Funds
Education
Wesleyan University
Bachelor of Arts (B.A.), European History
Cornell University 1991 — 1993
Applied Economics
TIAA-CREF April 2014 - Present
Merrill Lynch June 2011 - April 2014
Scottrade February 2001 - April 2011
Skills
Wealth Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Securities, 401k Rollovers, Financial Planners, Uniform Combined State..., Certified Financial..., Strategic Financial..., Investment Advisory, High Net Worth..., Financial Planning, Mutual Funds
Education
Wesleyan University
Bachelor of Arts (B.A.), European History
Cornell University 1991 — 1993
Applied Economics
Kevin Song Kevin Song's Merrill Lynch Experience June 2006 - August 2006
Job Investment Associate
Industry Investment Management
Experience
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Oliver Marvin Oliver Marvin's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS June 2013 - August 2013
Kroll Bond Rating Agency, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations, Business
Horace Mann School 2006 — 2010
UBS June 2013 - August 2013
Kroll Bond Rating Agency, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations, Business
Horace Mann School 2006 — 2010
Merry Sui Yuan Merry Sui Yuan's Merrill Lynch Experience July 2006 - July 2008
Job Managing Director at Latimer Light Capital
Industry Investment Management
Experience
Latimer Light Capital June 2015 - Present
Tiger Legatus August 2012 - April 2015
Lone Pine Capital June 2011 - August 2011
Bain Capital September 2008 - August 2010
Merrill Lynch July 2006 - July 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Cornell University 2002 — 2006
B.A. with Distinction, Economics
Latimer Light Capital June 2015 - Present
Tiger Legatus August 2012 - April 2015
Lone Pine Capital June 2011 - August 2011
Bain Capital September 2008 - August 2010
Merrill Lynch July 2006 - July 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Cornell University 2002 — 2006
B.A. with Distinction, Economics
Candace Davies Candace Davies's Merrill Lynch Experience 2000 - 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2006 - Present
Merrill Lynch 2000 - 2003
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Cornell University 1996 — 2000
Bachelor of Science (BS), Biology and Business
Goldman Sachs August 2006 - Present
Merrill Lynch 2000 - 2003
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Cornell University 1996 — 2000
Bachelor of Science (BS), Biology and Business
David Lubin David Lubin's Merrill Lynch Experience 2004 - 2004
Job Real Estate Private Equity at CIII Capital Partners
Industry Investment Management
Experience
C-III Capital Partners/Island Capital Group June 2011 - Present
AREA Property Partners 2010 - 2010
MetLife Investors 2007 - 2009
BMO Capital Markets 2006 - 2007
Accenture 2005 - 2006
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Real Estate, Investment Properties, Business Strategy, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Development, Portfolio Management, Real Estate Economics, Financial Analysis, Equities, Investment Banking, Corporate Finance, Structured Finance, Acquisitions, Financial Structuring, Alternative Investments, Commercial Real Estate, Real Estate Financing
Education
Columbia University 2009 — 2010
MS, Real Estate
Cornell University 2001 — 2004
BS, ILR: Economics & Strategy
C-III Capital Partners/Island Capital Group June 2011 - Present
AREA Property Partners 2010 - 2010
MetLife Investors 2007 - 2009
BMO Capital Markets 2006 - 2007
Accenture 2005 - 2006
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Real Estate, Investment Properties, Business Strategy, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Development, Portfolio Management, Real Estate Economics, Financial Analysis, Equities, Investment Banking, Corporate Finance, Structured Finance, Acquisitions, Financial Structuring, Alternative Investments, Commercial Real Estate, Real Estate Financing
Education
Columbia University 2009 — 2010
MS, Real Estate
Cornell University 2001 — 2004
BS, ILR: Economics & Strategy
Christopher Horan Christopher Horan's Merrill Lynch Experience January 1998 - December 2000
Job General Manager at Convergint Technologies, LLC
Industry Financial Services
Experience
Convergint Technologies, LLC April 2013 - Present
Inlet Investors, LLC January 1998 - Present
Diebold April 2012 - April 2013
Johnson Controls, Inc August 2005 - April 2012
Tyco International January 2001 - August 2005
Merrill Lynch January 1998 - December 2000
Bankers Trust Alex. Brown August 1994 - December 1997
Skills
Access Control, Portfolio Management, Marketing Management, Account Management, Analysis, Vendor Management, Product Launch, Strategic Sourcing, Energy, Sales Management, Risk Assessment, Automotive, Pricing Strategy, Finance, P&L Management, Strategy, Key Account Management, Fire Alarm, Product Development, Negotiation, Biometrics, New Business Development, Income Statement, Business Development, Start-ups, Product Management, Contract Negotiation, Strategic Partnerships, Video over IP, Business Planning, Strategic Planning, Solution Selling, Sales, Competitive Analysis, Team Building, Business Strategy, Management, Operations Management, CCTV, Direct Sales, Team Leadership, IP Cameras, Integration, Alarm Systems, Program Management, Security, Executive Management, International Sales, Cross-functional Team..., Sales Process
Education
Cornell University 1990 — 1994
BA, Economics
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Economics
St Joseph's High School (Metuchen) 1986 — 1990
High School
Convergint Technologies, LLC April 2013 - Present
Inlet Investors, LLC January 1998 - Present
Diebold April 2012 - April 2013
Johnson Controls, Inc August 2005 - April 2012
Tyco International January 2001 - August 2005
Merrill Lynch January 1998 - December 2000
Bankers Trust Alex. Brown August 1994 - December 1997
Skills
Access Control, Portfolio Management, Marketing Management, Account Management, Analysis, Vendor Management, Product Launch, Strategic Sourcing, Energy, Sales Management, Risk Assessment, Automotive, Pricing Strategy, Finance, P&L Management, Strategy, Key Account Management, Fire Alarm, Product Development, Negotiation, Biometrics, New Business Development, Income Statement, Business Development, Start-ups, Product Management, Contract Negotiation, Strategic Partnerships, Video over IP, Business Planning, Strategic Planning, Solution Selling, Sales, Competitive Analysis, Team Building, Business Strategy, Management, Operations Management, CCTV, Direct Sales, Team Leadership, IP Cameras, Integration, Alarm Systems, Program Management, Security, Executive Management, International Sales, Cross-functional Team..., Sales Process
Education
Cornell University 1990 — 1994
BA, Economics
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Economics
St Joseph's High School (Metuchen) 1986 — 1990
High School
Bruce Cohen Bruce Cohen's Merrill Lynch Experience 2006 - 2008
Job Managing Director at Citi
Industry Financial Services
Experience
Citi 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 1982 - 2006
Education
Cornell University 1978 — 1982
Industrial and Labor Relations
Citi 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 1982 - 2006
Education
Cornell University 1978 — 1982
Industrial and Labor Relations
Barrett Yates-Mack Barrett Yates-Mack's Merrill Lynch Experience 2000 - 2004
Job Chief Financial Officer & Chief Strategy Officer at McChrystal Group
Industry Management Consulting
Experience
McChrystal Group March 2014 - Present
HEYCO Energy Group 2009 - Present
PetroYates, Inc January 1997 - Present
PetroYates, Inc. May 2004 - March 2014
Adelante Now Foundation 2002 - 2013
Merrill Lynch 2000 - 2004
Skills
Real Estate Development, Valuation, Financial Modeling, Real Estate Economics, Real Estate, Acquisitions, Investment Properties, Mergers, Investments, Commercial Real Estate, Due Diligence, Private Equity, Real Estate Financing, Real Estate Transactions, Asset Management, Brokerage, Leases, Portfolio Management, Property Management, Venture Capital, Corporate Real Estate, Disposition, Strategy
Education
Massachusetts Institute of Technology 2005 — 2006
Master of Science (M.S.), Real Estate Finance and Development
Cornell University 1997 — 2000
Bachelor of Arts (BA), Anthropology and Latin American Studies
McChrystal Group March 2014 - Present
HEYCO Energy Group 2009 - Present
PetroYates, Inc January 1997 - Present
PetroYates, Inc. May 2004 - March 2014
Adelante Now Foundation 2002 - 2013
Merrill Lynch 2000 - 2004
Skills
Real Estate Development, Valuation, Financial Modeling, Real Estate Economics, Real Estate, Acquisitions, Investment Properties, Mergers, Investments, Commercial Real Estate, Due Diligence, Private Equity, Real Estate Financing, Real Estate Transactions, Asset Management, Brokerage, Leases, Portfolio Management, Property Management, Venture Capital, Corporate Real Estate, Disposition, Strategy
Education
Massachusetts Institute of Technology 2005 — 2006
Master of Science (M.S.), Real Estate Finance and Development
Cornell University 1997 — 2000
Bachelor of Arts (BA), Anthropology and Latin American Studies
Jenna Bloomgarden's Merrill Lynch Experience 2000 - 2001
Job Vice President at Morgan Stanley, Graystone Consulting
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Graph It Forward Today December 2011 - Present
Morgan Stanley February 2015 - June 2015
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Robertson Stephens 1992 - 1994
Merrill Lynch 1991 - 1992
Skills
Equity Research, Equities, Financial Analysis, Valuation, Capital Markets, Fundraising, Writing
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Cornell University 1987 — 1991
Bachelor of Applied Science, Business Administration
Morgan Stanley June 2015 - Present
Graph It Forward Today December 2011 - Present
Morgan Stanley February 2015 - June 2015
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Robertson Stephens 1992 - 1994
Merrill Lynch 1991 - 1992
Skills
Equity Research, Equities, Financial Analysis, Valuation, Capital Markets, Fundraising, Writing
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Cornell University 1987 — 1991
Bachelor of Applied Science, Business Administration
Robert Lo, CFA Robert Lo, CFA's Merrill Lynch Experience December 2006 - July 2008
Job Wealth Advisor
Industry Financial Services
Experience
Stone 8 Wealth Management July 2013 - Present
Edward Jones November 2008 - July 2013
Merrill Lynch December 2006 - July 2008
MetLife July 2005 - December 2006
Skills
Portfolio Management, Risk Management, Equities, Investment Strategies, Fixed Income, Investment Management, Investments, Retirement Planning, Bloomberg, Asset Managment, Real Estate, Life Insurance, Multi-generational..., Finance, Strategic Financial..., Wealth Management, Financial Risk, Credit, Mutual Funds, Securities, Personal Financial...
Education
Cornell University 2004 — 2005
Master of Engineering, Applied Operations Research
Cornell University 2001 — 2005
Bachelor of Science, Operations Research
Stone 8 Wealth Management July 2013 - Present
Edward Jones November 2008 - July 2013
Merrill Lynch December 2006 - July 2008
MetLife July 2005 - December 2006
Skills
Portfolio Management, Risk Management, Equities, Investment Strategies, Fixed Income, Investment Management, Investments, Retirement Planning, Bloomberg, Asset Managment, Real Estate, Life Insurance, Multi-generational..., Finance, Strategic Financial..., Wealth Management, Financial Risk, Credit, Mutual Funds, Securities, Personal Financial...
Education
Cornell University 2004 — 2005
Master of Engineering, Applied Operations Research
Cornell University 2001 — 2005
Bachelor of Science, Operations Research
Bob Ostrander Bob Ostrander's Merrill Lynch Experience January 1992 - September 2001
Job Chief Financial Officer at Rivet Roofing
Industry Retail
Experience
Rivet Roofing March 2013 - Present
Rocky's Hardware November 2007 - January 2013
Genworth Financial October 2001 - November 2007
Merrill Lynch January 1992 - September 2001
Skills
Financial Analysis, Strategic Planning, Expense Management, Budgets, Accounting, Financial Reporting, Retail, Microsoft Excel, Business Planning, Management, Microsoft Office, Team Building, Customer Service, Inventory Management
Education
Cornell University
Bachelor of Science (B.S.), Applied Economics & Business Managment
University of Massachusetts
Masters, Business Management
Rivet Roofing March 2013 - Present
Rocky's Hardware November 2007 - January 2013
Genworth Financial October 2001 - November 2007
Merrill Lynch January 1992 - September 2001
Skills
Financial Analysis, Strategic Planning, Expense Management, Budgets, Accounting, Financial Reporting, Retail, Microsoft Excel, Business Planning, Management, Microsoft Office, Team Building, Customer Service, Inventory Management
Education
Cornell University
Bachelor of Science (B.S.), Applied Economics & Business Managment
University of Massachusetts
Masters, Business Management
Ash Kilada Ash Kilada's Merrill Lynch Experience September 2004 - January 2010
Job Senior Director, Risk Management at PepsiCo
Industry Food & Beverages
Experience
PepsiCo, Inc. June 2009 - Present
Merrill Lynch September 2004 - January 2010
Sbarro March 1994 - September 2004
Barnes & Noble 1993 - 1994
Education
Cornell University 1981 — 1985
BA, English
PepsiCo, Inc. June 2009 - Present
Merrill Lynch September 2004 - January 2010
Sbarro March 1994 - September 2004
Barnes & Noble 1993 - 1994
Education
Cornell University 1981 — 1985
BA, English
Ben Weiss Ben Weiss's Merrill Lynch Experience June 2002 - August 2002
Job Building a new consumer bank
Industry Financial Services
Experience
Ludlow Financial 2014 - Present
Two Sigma Investments 2014 - 2015
Opera Solutions 2012 - 2014
StockTwits 2010 - 2012
Greylock IL 2008 - 2010
Opera Solutions 2005 - 2007
MMG Partners 2003 - 2005
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
LinkedIn, Excel, Venture Capital, Corporate Finance, PowerPoint, Business Valuation, Consumer Lending, Trading Systems, General Insurance, Start-ups, Financial Modeling, Strategy, Investments, Due Diligence, Business Development, Business Strategy, Leadership, Analysis, Microsoft Excel, Product Management, Management Consulting, Portfolio Management, Strategic Partnerships, Product Development, Private Equity, Enterprise Software, Project Management, Entrepreneurship
Education
INSEAD 2007 — 2008
MBA, Strategy, Finance, Entrepreneurship
Cornell University 1999 — 2003
B.S., Operations Research and Industrial Engineering
Technion - Israel Institute of Technology 1997 — 1998
Mechanical Engineering and Psychology
Ludlow Financial 2014 - Present
Two Sigma Investments 2014 - 2015
Opera Solutions 2012 - 2014
StockTwits 2010 - 2012
Greylock IL 2008 - 2010
Opera Solutions 2005 - 2007
MMG Partners 2003 - 2005
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
LinkedIn, Excel, Venture Capital, Corporate Finance, PowerPoint, Business Valuation, Consumer Lending, Trading Systems, General Insurance, Start-ups, Financial Modeling, Strategy, Investments, Due Diligence, Business Development, Business Strategy, Leadership, Analysis, Microsoft Excel, Product Management, Management Consulting, Portfolio Management, Strategic Partnerships, Product Development, Private Equity, Enterprise Software, Project Management, Entrepreneurship
Education
INSEAD 2007 — 2008
MBA, Strategy, Finance, Entrepreneurship
Cornell University 1999 — 2003
B.S., Operations Research and Industrial Engineering
Technion - Israel Institute of Technology 1997 — 1998
Mechanical Engineering and Psychology
John Reynolds John Reynolds's Merrill Lynch Experience September 1991 - April 2001
Job VP HR, Risk and Administration at Motivate International Inc.
Industry Banking
Experience
Motivate International Inc. 2014 - Present
J. Reynolds Management Advisors November 2009 - December 2014
CIT February 2013 - 2014
KBC Bank February 2007 - November 2009
McLagan Partners, Inc, February 2005 - December 2006
Lehman Brothers April 2001 - February 2005
Merrill Lynch September 1991 - April 2001
Merrill Lynch HSBC July 2000 - December 2000
CPC International December 1988 - September 1991
Macy's June 1985 - December 1988
Skills
Succession Planning, Talent Management, Organizational Design, Employee Relations, Performance Management, Talent Acquisition, Organizational..., Employee Engagement, Deferred Compensation, HRIS, Compensation Structures, Compensation Strategies, Compensation Studies, Executive Development, Executive Team Member, Management Consulting, Plant Design, Diversity Champion, Recruiting, Executive Search, Restructuring, Strategy, Financial Services, Hiring, Change Management, Employee Benefits, PeopleSoft, Executive Coaching, Leadership, Onboarding, Management, Personnel Management, Executive Pay, College Recruiting, Human Resources, Career Development, Organizational..., Interviews, Staff Development, Analysis, Workforce Planning, Compensation & Benefit, Finance, HR Policies, Leadership Development, Employment Law, HR Transformation, Executive Management, Employer Branding, Consulting
Education
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Motivate International Inc. 2014 - Present
J. Reynolds Management Advisors November 2009 - December 2014
CIT February 2013 - 2014
KBC Bank February 2007 - November 2009
McLagan Partners, Inc, February 2005 - December 2006
Lehman Brothers April 2001 - February 2005
Merrill Lynch September 1991 - April 2001
Merrill Lynch HSBC July 2000 - December 2000
CPC International December 1988 - September 1991
Macy's June 1985 - December 1988
Skills
Succession Planning, Talent Management, Organizational Design, Employee Relations, Performance Management, Talent Acquisition, Organizational..., Employee Engagement, Deferred Compensation, HRIS, Compensation Structures, Compensation Strategies, Compensation Studies, Executive Development, Executive Team Member, Management Consulting, Plant Design, Diversity Champion, Recruiting, Executive Search, Restructuring, Strategy, Financial Services, Hiring, Change Management, Employee Benefits, PeopleSoft, Executive Coaching, Leadership, Onboarding, Management, Personnel Management, Executive Pay, College Recruiting, Human Resources, Career Development, Organizational..., Interviews, Staff Development, Analysis, Workforce Planning, Compensation & Benefit, Finance, HR Policies, Leadership Development, Employment Law, HR Transformation, Executive Management, Employer Branding, Consulting
Education
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Michael Belkin's Merrill Lynch Experience September 2007 - December 2007
Job CEO/Founder at Distinc.tt
Industry Computer Software
Experience
Distinc.tt April 2010 - Present
Seambi July 2009 - July 2010
ACF Property Management, Inc. June 2008 - July 2009
Merrill Lynch September 2007 - December 2007
Skills
Strategic Planning, iOS development, Management, SaaS, Television, Start-ups, Mobile Applications, Leadership, Product Management, Public Speaking, Mobile Devices, Entrepreneurship, JavaScript, E-commerce
Education
Harvard Business School 2010 — 2012
MBA, Master in Business Administration
Cornell University 2004 — 2008
Bachelor of Science, Applied Economics and Management
Gunn
Distinc.tt April 2010 - Present
Seambi July 2009 - July 2010
ACF Property Management, Inc. June 2008 - July 2009
Merrill Lynch September 2007 - December 2007
Skills
Strategic Planning, iOS development, Management, SaaS, Television, Start-ups, Mobile Applications, Leadership, Product Management, Public Speaking, Mobile Devices, Entrepreneurship, JavaScript, E-commerce
Education
Harvard Business School 2010 — 2012
MBA, Master in Business Administration
Cornell University 2004 — 2008
Bachelor of Science, Applied Economics and Management
Gunn
Bill Stein Bill Stein's Merrill Lynch Experience April 2005 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
Pax Clearing Corporation April 1999 - April 2005
PricewaterhouseCoopers August 1993 - April 1999
Coopers & Lybrand 1993 - 1999
Prudential Capital Group May 1992 - September 1992
Prudential Investments August 1988 - August 1991
Skills
@#$, &^%, )(*&^%$#
Education
The University of Chicago 1991 — 1993
MBA, Finance and Accounting
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Merrill Lynch April 2005 - Present
Pax Clearing Corporation April 1999 - April 2005
PricewaterhouseCoopers August 1993 - April 1999
Coopers & Lybrand 1993 - 1999
Prudential Capital Group May 1992 - September 1992
Prudential Investments August 1988 - August 1991
Skills
@#$, &^%, )(*&^%$#
Education
The University of Chicago 1991 — 1993
MBA, Finance and Accounting
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Kurt Levy's Merrill Lynch Experience 1996 - 2001
Job Technical Sales and SAT/ACT/Mathematics Tutor
Industry Information Technology and Services
Experience
Tradeweb October 2009 - Present
PrepNow July 2011 - Present
StudyPoint July 2011 - Present
Mercer County Community College January 2009 - May 2012
DeVry University February 2009 - December 2010
Tutor.com 2007 - June 2009
Independent Consulting June 2008 - July 2008
Keane, Inc. May 2002 - March 2008
Cylogix, Inc. 2002 - 2008
Merrill Lynch 1996 - 2001
Skills
Data Analysis, E-learning, Business Analysis, Process Engineering, PL/SQL, Testing, E-Learning, SDLC, Requirements Analysis, Requirements Gathering, Team Building, Visio, Analysis, Program Management, Strategy, Training, Project Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Information Systems
Cornell University 1977 — 1981
BA, Mathematics
Francis Lewis High School 1975 — 1977
High School
PS 179 Queens 1965 — 1971
Tradeweb October 2009 - Present
PrepNow July 2011 - Present
StudyPoint July 2011 - Present
Mercer County Community College January 2009 - May 2012
DeVry University February 2009 - December 2010
Tutor.com 2007 - June 2009
Independent Consulting June 2008 - July 2008
Keane, Inc. May 2002 - March 2008
Cylogix, Inc. 2002 - 2008
Merrill Lynch 1996 - 2001
Skills
Data Analysis, E-learning, Business Analysis, Process Engineering, PL/SQL, Testing, E-Learning, SDLC, Requirements Analysis, Requirements Gathering, Team Building, Visio, Analysis, Program Management, Strategy, Training, Project Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Information Systems
Cornell University 1977 — 1981
BA, Mathematics
Francis Lewis High School 1975 — 1977
High School
PS 179 Queens 1965 — 1971
Ida DeSimone, MSN, RN Ida DeSimone, MSN, RN's Merrill Lynch Experience February 1986 - December 2009
Job Nurse Leader
Industry Hospital & Health Care
Experience
GENEX Services, LLC July 2015 - Present
Rutgers Robert Wood Johnson Medical School 2014 - April 2015
Rutgers Robert Wood Johnson Medical School November 2010 - April 2015
Merrill Lynch February 1986 - December 2009
Robert Wood Johnson University Hospital 1986 - 1987
Doctor's Hospital 1980 - 1986
Skills
Nursing, Healthcare, Healthcare Management, Acute Care, HIPAA, ACLS, Mental Health, Informatics, Medical/Surgical, Hospitals, EHR, Patient Safety, Public Health, Inpatient, Physicians, Nursing Education, IV, Health Education, Emergency Medicine, Healthcare Consulting, PALS, Healthcare Industry, ICU, CPOE, Phlebotomy, EMR, Pediatrics, Home Care, Treatment, Cerner, Practice Management, Healthcare Information..., Meditech, Managed Care, Clinical Research, JCAHO, Oncology, Medicare, Medical Terminology, EKG, Case Managment, Quality Improvement, Medication..., Patient Advocacy, Medicine, Ambulatory, Adult CPR
Education
Monmouth University 2013 — 2015
MSN, Nursing Administration
Wagner College 1976 — 1979
Bachelor of Science (BS), Nursing
Cornell University
Certificate in Healthcare Leadership, Organizational Leadership
GENEX Services, LLC July 2015 - Present
Rutgers Robert Wood Johnson Medical School 2014 - April 2015
Rutgers Robert Wood Johnson Medical School November 2010 - April 2015
Merrill Lynch February 1986 - December 2009
Robert Wood Johnson University Hospital 1986 - 1987
Doctor's Hospital 1980 - 1986
Skills
Nursing, Healthcare, Healthcare Management, Acute Care, HIPAA, ACLS, Mental Health, Informatics, Medical/Surgical, Hospitals, EHR, Patient Safety, Public Health, Inpatient, Physicians, Nursing Education, IV, Health Education, Emergency Medicine, Healthcare Consulting, PALS, Healthcare Industry, ICU, CPOE, Phlebotomy, EMR, Pediatrics, Home Care, Treatment, Cerner, Practice Management, Healthcare Information..., Meditech, Managed Care, Clinical Research, JCAHO, Oncology, Medicare, Medical Terminology, EKG, Case Managment, Quality Improvement, Medication..., Patient Advocacy, Medicine, Ambulatory, Adult CPR
Education
Monmouth University 2013 — 2015
MSN, Nursing Administration
Wagner College 1976 — 1979
Bachelor of Science (BS), Nursing
Cornell University
Certificate in Healthcare Leadership, Organizational Leadership
Miguel Hollander-Ho's Merrill Lynch Experience June 2012 - August 2012
Job Global Investment Banking Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Economics, Equities, Capital Markets, Bloomberg Terminal, Investment Banking, Microsoft Excel, Capital IQ, Data Analysis, PowerPoint, Hedge Funds, Microsoft Office, Investments, Stata, Asset Management, Microsoft Word, Econometrics, Research, Finance, Corporate Finance
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics & Management
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Economics, Equities, Capital Markets, Bloomberg Terminal, Investment Banking, Microsoft Excel, Capital IQ, Data Analysis, PowerPoint, Hedge Funds, Microsoft Office, Investments, Stata, Asset Management, Microsoft Word, Econometrics, Research, Finance, Corporate Finance
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics & Management
C. Mark Baughan C. Mark Baughan's Merrill Lynch Experience November 2006 - December 2011
Job Wealth Management
Industry Financial Services
Experience
Baughan Wealth Management December 2011 - Present
Merrill Lynch November 2006 - December 2011
UBS Wealth Management 2001 - 2006
Salomon Smith Barney 1999 - 2001
Skills
Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Series 24, series 63, Series 65
Education
Cornell University 1984 — 1988
BS, Ag Ec
Tilton School 1983 — 1983
Prep
Baughan Wealth Management December 2011 - Present
Merrill Lynch November 2006 - December 2011
UBS Wealth Management 2001 - 2006
Salomon Smith Barney 1999 - 2001
Skills
Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Series 24, series 63, Series 65
Education
Cornell University 1984 — 1988
BS, Ag Ec
Tilton School 1983 — 1983
Prep
Jonathan Marks Jonathan Marks's Merrill Lynch Experience June 2007 - August 2007
Job CEO / Chief Ticket Officer at No Fee Seats LLC
Industry Internet
Experience
No Fee Seats LLC August 2009 - Present
Box July 2013 - August 2014
LinkedIn January 2013 - July 2013
LinkedIn January 2012 - December 2012
Bank of America / Merrill Lynch July 2008 - November 2011
Bank of America / Merrill Lynch July 2008 - September 2010
Merrill Lynch June 2007 - August 2007
Tishman Speyer Properties, L.P. May 2006 - August 2006
Skills
Direct Sales, Sales Process, Customer Relations, Oral Communications, Communication Written, Sales Effectiveness, Equity Sales, Equity Capital Markets, Organizer, Highly Adaptable, Team Oriented, Goal Oriented, Innovative Thinking, Account Management, MS Office Suite, Strategic Leadership, Strategic Consulting, Business Intelligence, Negotiation, Pushing the Envelope, Team-oriented, Table Tennis, Sales, Customer Service, Microsoft Office, Portfolio Management, Social Media, Salesforce.com, Market Research, Lead Generation, Competitive Analysis, Financial Analysis, Financial Modeling, Investments, Selling, Marketing, Management, Finance, Equities, Strategy, Adaptation
Education
Cornell University 2005 — 2007
B.S., Hotel Administration
The Culinary Institute of America 2003 — 2005
AOS, Culinary Arts
No Fee Seats LLC August 2009 - Present
Box July 2013 - August 2014
LinkedIn January 2013 - July 2013
LinkedIn January 2012 - December 2012
Bank of America / Merrill Lynch July 2008 - November 2011
Bank of America / Merrill Lynch July 2008 - September 2010
Merrill Lynch June 2007 - August 2007
Tishman Speyer Properties, L.P. May 2006 - August 2006
Skills
Direct Sales, Sales Process, Customer Relations, Oral Communications, Communication Written, Sales Effectiveness, Equity Sales, Equity Capital Markets, Organizer, Highly Adaptable, Team Oriented, Goal Oriented, Innovative Thinking, Account Management, MS Office Suite, Strategic Leadership, Strategic Consulting, Business Intelligence, Negotiation, Pushing the Envelope, Team-oriented, Table Tennis, Sales, Customer Service, Microsoft Office, Portfolio Management, Social Media, Salesforce.com, Market Research, Lead Generation, Competitive Analysis, Financial Analysis, Financial Modeling, Investments, Selling, Marketing, Management, Finance, Equities, Strategy, Adaptation
Education
Cornell University 2005 — 2007
B.S., Hotel Administration
The Culinary Institute of America 2003 — 2005
AOS, Culinary Arts
Sharmi Skipper Sharmi Skipper's Merrill Lynch Experience May 2000 - December 2008
Job Director
Industry Information Technology and Services
Experience
Bank of America January 2009 - Present
Merrill Lynch May 2000 - December 2008
Extreme Logic 1999 - 2000
Entology 1999 - 1999
Blue Flame 1998 - 1999
PCSI 1998 - 1999
Education
Cornell University 1990 — 1994
Economics
Bank of America January 2009 - Present
Merrill Lynch May 2000 - December 2008
Extreme Logic 1999 - 2000
Entology 1999 - 1999
Blue Flame 1998 - 1999
PCSI 1998 - 1999
Education
Cornell University 1990 — 1994
Economics
Andrew Herring's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Cornell University 2010 — 2014
Bachelor of Arts, Economics and Government
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Cornell University 2010 — 2014
Bachelor of Arts, Economics and Government
Ari Slotnik Ari Slotnik's Merrill Lynch Experience June 1997 - September 1999
Job Director of Research and New Acquisitions at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group June 2004 - Present
Charlesbank Capital Partners September 1999 - April 2004
Merrill Lynch June 1997 - September 1999
Skills
Equities, Financial Modeling, Valuation, Business Analysis, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Capital Markets, Asset Management
Education
Wharton Business School 1995 — 1997
Master of Business Administration (MBA), Business Administration, Management and Operations
Cornell University 1992 — 1995
The Carlyle Group June 2004 - Present
Charlesbank Capital Partners September 1999 - April 2004
Merrill Lynch June 1997 - September 1999
Skills
Equities, Financial Modeling, Valuation, Business Analysis, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Capital Markets, Asset Management
Education
Wharton Business School 1995 — 1997
Master of Business Administration (MBA), Business Administration, Management and Operations
Cornell University 1992 — 1995
Cliff Heaton Cliff Heaton's Merrill Lynch Experience 1997 - 2003
Job Senior Manager, Market Research at Educational Testing Service (ETS)
Industry Market Research
Experience
Radius Global Market Research July 2014 - September 2014
Radius Global Market Research January 2013 - June 2014
PeopleMetrics January 2010 - October 2012
Opinion Research Corporation 2006 - 2009
Northstar Research Partners 2005 - 2006
TNS NFO 2003 - 2005
Merrill Lynch 1997 - 2003
Response Analysis Corporation 1990 - 1997
Skills
Market Research, Marketing Research, Segmentation, Quantitative Research, Focus Groups, Qualitative Research, CRM, Customer Insight, Survey Design, Project Management, Competitive Intelligence, Marketing Strategy, Quantitative Analytics, Research, Analysis, Analytics, Data Analysis, Statistics, Competitive Analysis, Market Analysis, Strategic Planning, Consumer Behaviour, Advertising Research, Online Research, Report Writing, Concept Development
Education
Cornell University 1988 — 1990
MBA, Marketing & Management
The Johns Hopkins University 1984 — 1988
BA, Economics
Radius Global Market Research July 2014 - September 2014
Radius Global Market Research January 2013 - June 2014
PeopleMetrics January 2010 - October 2012
Opinion Research Corporation 2006 - 2009
Northstar Research Partners 2005 - 2006
TNS NFO 2003 - 2005
Merrill Lynch 1997 - 2003
Response Analysis Corporation 1990 - 1997
Skills
Market Research, Marketing Research, Segmentation, Quantitative Research, Focus Groups, Qualitative Research, CRM, Customer Insight, Survey Design, Project Management, Competitive Intelligence, Marketing Strategy, Quantitative Analytics, Research, Analysis, Analytics, Data Analysis, Statistics, Competitive Analysis, Market Analysis, Strategic Planning, Consumer Behaviour, Advertising Research, Online Research, Report Writing, Concept Development
Education
Cornell University 1988 — 1990
MBA, Marketing & Management
The Johns Hopkins University 1984 — 1988
BA, Economics
Scott Whitney Scott Whitney's Merrill Lynch Experience 1992 - 1993
Job Experienced National Account Management of consumer goods in WalMart, Kmart, Amazon, club, grocery, drug & dollar stores
Industry Consumer Goods
Experience
Little Kids Toys Inc. January 2013 - Present
Hasbro December 2010 - March 2012
Hasbro December 2009 - December 2010
Hasbro March 2009 - December 2009
Hasbro March 2007 - March 2009
Hasbro January 2004 - March 2007
GBC March 2001 - December 2003
Mackie and Associates May 1999 - May 2001
Fry's Electronics March 1993 - April 1999
Merrill Lynch 1992 - 1993
Skills
National Account Sales, National Account..., Key Account Management, Presenter, Sales Presentations, Business Analysis, Competitive Analysis, Analytics, Strategic Planning, Marketing Strategy, Forecasting, Purchasing, Purchasing Management, Merchandising, Visual Merchandising, Negotiation, Inventory Management, Operations, Operations Management, Hiring/firing, New Hire Orientation, Training & Development, Customer Relations, Customer Service, Social Networking, Social Media, you tube, Facebook, Blogger Outreach, Series 7, Series 63, Account Management, Management, Retail, Strategy, Sales, Brand Management, Toys, Consumer Products, Sales Operations, E-commerce, Marketing, Pricing, Product Marketing, Sales Management, P&L Management, Customer Insight
Education
Cornell University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon School 1983 — 1986
General Studies & college prep courses, Liberal Arts and Sciences/Liberal Studies
Little Kids Toys Inc. January 2013 - Present
Hasbro December 2010 - March 2012
Hasbro December 2009 - December 2010
Hasbro March 2009 - December 2009
Hasbro March 2007 - March 2009
Hasbro January 2004 - March 2007
GBC March 2001 - December 2003
Mackie and Associates May 1999 - May 2001
Fry's Electronics March 1993 - April 1999
Merrill Lynch 1992 - 1993
Skills
National Account Sales, National Account..., Key Account Management, Presenter, Sales Presentations, Business Analysis, Competitive Analysis, Analytics, Strategic Planning, Marketing Strategy, Forecasting, Purchasing, Purchasing Management, Merchandising, Visual Merchandising, Negotiation, Inventory Management, Operations, Operations Management, Hiring/firing, New Hire Orientation, Training & Development, Customer Relations, Customer Service, Social Networking, Social Media, you tube, Facebook, Blogger Outreach, Series 7, Series 63, Account Management, Management, Retail, Strategy, Sales, Brand Management, Toys, Consumer Products, Sales Operations, E-commerce, Marketing, Pricing, Product Marketing, Sales Management, P&L Management, Customer Insight
Education
Cornell University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon School 1983 — 1986
General Studies & college prep courses, Liberal Arts and Sciences/Liberal Studies
Aman Siddiqi's Merrill Lynch Experience February 1997 - May 1998
Job Lead Software Quality Engineer at RJMetrics
Industry Computer Software
Experience
RJMetrics April 2015 - Present
eMoney Advisor December 2012 - April 2015
Comcast July 2011 - September 2012
Computer Aid, Inc. May 2011 - July 2011
SEI Investments November 2006 - June 2007
Merrill Lynch February 1997 - May 1998
Skills
Testing, Agile Methodologies, SDLC, Requirements Analysis, SQL, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2008
ME, Software Engineering
Cornell University 1995 — 1999
BS, Business Mgmt
RJMetrics April 2015 - Present
eMoney Advisor December 2012 - April 2015
Comcast July 2011 - September 2012
Computer Aid, Inc. May 2011 - July 2011
SEI Investments November 2006 - June 2007
Merrill Lynch February 1997 - May 1998
Skills
Testing, Agile Methodologies, SDLC, Requirements Analysis, SQL, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2008
ME, Software Engineering
Cornell University 1995 — 1999
BS, Business Mgmt
Nasir Khan's Merrill Lynch Experience January 2004 - December 2007
Job Business Intelligence, Data Modeling, and Database Design Consultant at BNP Paribas
Industry Information Services
Experience
BNP Paribas July 2012 - Present
SmartStream – Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2012 - July 2012
CIT - Bank Holding Company January 2009 - January 2012
SmartStream - Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2008 - December 2008
Merrill Lynch January 2004 - December 2007
NY Times January 2002 - January 2004
Bankers Trust and Deutsche Bank January 1997 - December 2001
Merrill Lynch 1991 - 1997
Manufacturers Hanover Trust 1990 - 1991
Skills
Microsoft SQL Server, Business Intelligence, Data Warehousing, Databases, Database Design, SSIS, SSRS, ETL, Data Modeling, Tableau, OLAP, Testing, Disaster Recovery, Enterprise Architecture, Solution Architecture, Software Project..., Business Analysis, Business Process, Market Risk, Credit Risk, Trading, Analysis Services, Risk Analysis, Linux, SOA, Oracle, DB2, Sybase, QlikView
Education
Pratt Institute 1986 — 1988
MS, Computer Science
Cornell University 1981 — 1985
BS, Operations Research and Industrial Engineering
BNP Paribas July 2012 - Present
SmartStream – Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2012 - July 2012
CIT - Bank Holding Company January 2009 - January 2012
SmartStream - Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2008 - December 2008
Merrill Lynch January 2004 - December 2007
NY Times January 2002 - January 2004
Bankers Trust and Deutsche Bank January 1997 - December 2001
Merrill Lynch 1991 - 1997
Manufacturers Hanover Trust 1990 - 1991
Skills
Microsoft SQL Server, Business Intelligence, Data Warehousing, Databases, Database Design, SSIS, SSRS, ETL, Data Modeling, Tableau, OLAP, Testing, Disaster Recovery, Enterprise Architecture, Solution Architecture, Software Project..., Business Analysis, Business Process, Market Risk, Credit Risk, Trading, Analysis Services, Risk Analysis, Linux, SOA, Oracle, DB2, Sybase, QlikView
Education
Pratt Institute 1986 — 1988
MS, Computer Science
Cornell University 1981 — 1985
BS, Operations Research and Industrial Engineering
Mark Beardi Mark Beardi's Merrill Lynch Experience June 2000 - November 2001
Job Financial Advisor at SY Associates
Industry Financial Services
Experience
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
Jeffrey Kauffman Jeffrey Kauffman's Merrill Lynch Experience June 2008 - August 2008
Job Chief Operating Officer at K.P. Kauffman Company, Inc.
Industry Information Technology and Services
Experience
K.P. Kauffman Company, Inc. September 2010 - Present
K.P. Kauffman Company, Inc. May 2003 - Present
JVK Web Developers, LLC August 1999 - Present
K.P. Kauffman Company, Inc. September 2010 - December 2011
Merrill Lynch June 2008 - August 2008
Aviation Technology Services, LLC May 2005 - August 2006
Skills
Petroleum, Financial Modeling, Energy, Business Strategy, Corporate Finance, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Operations Management, Management, Strategy, Competitive Analysis, Business Development, Project Management, Due Diligence, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Cornell University 2007 — 2008
Electrical Engineering
Lehigh University 2003 — 2007
BS, Electrical Engineering
K.P. Kauffman Company, Inc. September 2010 - Present
K.P. Kauffman Company, Inc. May 2003 - Present
JVK Web Developers, LLC August 1999 - Present
K.P. Kauffman Company, Inc. September 2010 - December 2011
Merrill Lynch June 2008 - August 2008
Aviation Technology Services, LLC May 2005 - August 2006
Skills
Petroleum, Financial Modeling, Energy, Business Strategy, Corporate Finance, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Operations Management, Management, Strategy, Competitive Analysis, Business Development, Project Management, Due Diligence, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Cornell University 2007 — 2008
Electrical Engineering
Lehigh University 2003 — 2007
BS, Electrical Engineering
Danial Qureishy Danial Qureishy's Merrill Lynch Experience January 2003 - March 2003
Job Accountant at Dexco Polymers
Industry Accounting
Experience
Dexco Polymers July 2011 - Present
Pason March 2011 - May 2011
Ernst and Young September 2008 - May 2009
Ernst and Young LLP January 2007 - March 2007
Shifa Clinic September 2004 - December 2004
Merrill Lynch January 2003 - March 2003
University of Texas MD Cancer Center January 2002 - March 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Managerial Finance, CPA, Accounts Payable, Financial Analysis, Internal Controls, Microsoft Excel, Project Planning, Accounts Receivable, GAAP, Leadership, Cash Management, Tax, Corporate Finance, Finance, Strategic Financial..., Entrepreneurship
Education
University of Houston
Bachelors of Science, Business Administration; Accounting
Cornell University
Financial Managemnt
Dexco Polymers July 2011 - Present
Pason March 2011 - May 2011
Ernst and Young September 2008 - May 2009
Ernst and Young LLP January 2007 - March 2007
Shifa Clinic September 2004 - December 2004
Merrill Lynch January 2003 - March 2003
University of Texas MD Cancer Center January 2002 - March 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Managerial Finance, CPA, Accounts Payable, Financial Analysis, Internal Controls, Microsoft Excel, Project Planning, Accounts Receivable, GAAP, Leadership, Cash Management, Tax, Corporate Finance, Finance, Strategic Financial..., Entrepreneurship
Education
University of Houston
Bachelors of Science, Business Administration; Accounting
Cornell University
Financial Managemnt
Brian Weiss Brian Weiss's Merrill Lynch Experience 1999 - September 2001
Job President at ISM
Industry Consumer Goods
Experience
ISM October 2012 - Present
Jakks Pacific March 2009 - February 2013
Jakks Pacific June 2005 - March 2009
Impact Sales & Marketing October 2001 - June 2005
Merrill Lynch 1999 - September 2001
Skills
Consumer Products, Licensing, Product Development, Merchandising, Brand Management, Competitive Analysis, Product Marketing, Marketing Strategy, Strategic Partnerships, Retail, Product Management, New Business Development, P&L Management, Toys, Brand Licensing, Leadership, Brand Development
Education
Cornell University 1993 — 1997
Bachelor's, Applied Economics and Business Management
ISM October 2012 - Present
Jakks Pacific March 2009 - February 2013
Jakks Pacific June 2005 - March 2009
Impact Sales & Marketing October 2001 - June 2005
Merrill Lynch 1999 - September 2001
Skills
Consumer Products, Licensing, Product Development, Merchandising, Brand Management, Competitive Analysis, Product Marketing, Marketing Strategy, Strategic Partnerships, Retail, Product Management, New Business Development, P&L Management, Toys, Brand Licensing, Leadership, Brand Development
Education
Cornell University 1993 — 1997
Bachelor's, Applied Economics and Business Management
Albert Shields Albert Shields's Merrill Lynch Experience 1991 - 1994
Job Code Enforcement Officer at City of Tigard
Industry Government Administration
Experience
City of Tigard July 2010 - Present
City of Tigard 2010 - Present
City of Tigard December 2008 - Present
City of Tigard 2002 - 2008
City of Tigard 1999 - 2008
Merrill Lynch 1991 - 1994
Coldwell Banker 1983 - 1991
ReMax Realty 1980 - 1983
Doyle Dane Bernbach 1978 - 1980
Kraft General Foods 1974 - 1977
Skills
Local Government, Strategic Planning, Microsoft Office, Project Management, Project Planning, Government, Management, Policy, Nonprofits, Public Speaking, Budgets, Program Development, Event Planning, Microsoft Word, Leadership Development, Community Outreach, Engineering, Fundraising, Analysis, Research, Public Relations, Change Management, Real Estate
Education
University of Pennsylvania - The Wharton School 1964 — 1966
MBA, Marketing
Cornell University 1958 — 1964
BA, Sociology
Ridgewood High School
City of Tigard July 2010 - Present
City of Tigard 2010 - Present
City of Tigard December 2008 - Present
City of Tigard 2002 - 2008
City of Tigard 1999 - 2008
Merrill Lynch 1991 - 1994
Coldwell Banker 1983 - 1991
ReMax Realty 1980 - 1983
Doyle Dane Bernbach 1978 - 1980
Kraft General Foods 1974 - 1977
Skills
Local Government, Strategic Planning, Microsoft Office, Project Management, Project Planning, Government, Management, Policy, Nonprofits, Public Speaking, Budgets, Program Development, Event Planning, Microsoft Word, Leadership Development, Community Outreach, Engineering, Fundraising, Analysis, Research, Public Relations, Change Management, Real Estate
Education
University of Pennsylvania - The Wharton School 1964 — 1966
MBA, Marketing
Cornell University 1958 — 1964
BA, Sociology
Ridgewood High School
Phillip Nelson Phillip Nelson's Merrill Lynch Experience June 2005 - August 2005
Job Director of Product Management at Quixey
Industry Internet
Experience
Quixey April 2014 - Present
Bartelligence April 2010 - December 2014
Kite Industries February 2013 - April 2014
ShopTap May 2011 - 2012
Tokbox June 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
User Experience, Web Applications, Python, JavaScript, Web Development, Product Management, Start-ups, Android, jQuery, Django, Scalability, MySQL, Distributed Systems, PostgreSQL, Mobile Application..., Mobile Product..., Mobile Applications, Management, Mobile Devices, Agile Methodologies, Software Development
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Computer Science
Quixey April 2014 - Present
Bartelligence April 2010 - December 2014
Kite Industries February 2013 - April 2014
ShopTap May 2011 - 2012
Tokbox June 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
User Experience, Web Applications, Python, JavaScript, Web Development, Product Management, Start-ups, Android, jQuery, Django, Scalability, MySQL, Distributed Systems, PostgreSQL, Mobile Application..., Mobile Product..., Mobile Applications, Management, Mobile Devices, Agile Methodologies, Software Development
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Computer Science
Joan Bozek Joan Bozek's Merrill Lynch Experience 2006 - 2009
Job Head of Retirement Services at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2015 - Present
Bozlin Financial Services Consulting May 2014 - May 2015
Prudential Bank and Trust, Prudential Retirement February 2012 - May 2014
Prudential Retirement August 2010 - February 2012
The Bozlin Group 2009 - August 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2000 - 2006
Fleet Bank, NA 1994 - 2000
Withers Bergman LLP 1984 - 1992
Skills
Retirement, Retirement Investment, Product Development, Wealth Management, Tax Planning, Public Speaking, Leadership, Defined Benefit Planning, Investment Strategies, Institutional..., Strategic Leadership, Thought Leadership, Relationship Management, Product Marketing, Employee Benefits, Trust Services, Tax Law
Education
Georgetown University Law Center
JD
Cornell University
BA
Phillips Academy Andover
People's United Bank June 2015 - Present
Bozlin Financial Services Consulting May 2014 - May 2015
Prudential Bank and Trust, Prudential Retirement February 2012 - May 2014
Prudential Retirement August 2010 - February 2012
The Bozlin Group 2009 - August 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2000 - 2006
Fleet Bank, NA 1994 - 2000
Withers Bergman LLP 1984 - 1992
Skills
Retirement, Retirement Investment, Product Development, Wealth Management, Tax Planning, Public Speaking, Leadership, Defined Benefit Planning, Investment Strategies, Institutional..., Strategic Leadership, Thought Leadership, Relationship Management, Product Marketing, Employee Benefits, Trust Services, Tax Law
Education
Georgetown University Law Center
JD
Cornell University
BA
Phillips Academy Andover
Mark Scribner Mark Scribner's Merrill Lynch Experience April 2004 - August 2007
Job
Industry Management Consulting
Experience
The Samaritan Center April 2014 - Present
Saudi Aramco September 2013 - November 2013
Slingshot Coaching January 2007 - August 2013
Saudi Aramco 2013 - 2013
Merrill Lynch April 2004 - August 2007
Extended Enterprise Group, L.P. June 1998 - April 2004
AutoGas Systems, Inc January 1993 - June 1998
Coopers & Lybrand (now Price Waterhouse Coopers) May 1992 - January 1993
Williams Companies (Telecommunications Division) June 1989 - April 1992
Telex Computer Products June 1986 - August 1987
Skills
Salesforce.com, Google Apps, Gmail, Google Docs, Wealth Management, Quickbooks, Small Business..., Organizational Change, Change Management, Accounting, Start-ups, Coaching, Leadership Development, Salesforce.com..., Salesforce.com System..., Custom Reports, Salesforce.com...
Education
Cornell University 1987 — 1989
Masters of Business Administration, Organizational Behavior/Strategy
Harding University 1976 — 1980
BBA, Accounting
The Samaritan Center April 2014 - Present
Saudi Aramco September 2013 - November 2013
Slingshot Coaching January 2007 - August 2013
Saudi Aramco 2013 - 2013
Merrill Lynch April 2004 - August 2007
Extended Enterprise Group, L.P. June 1998 - April 2004
AutoGas Systems, Inc January 1993 - June 1998
Coopers & Lybrand (now Price Waterhouse Coopers) May 1992 - January 1993
Williams Companies (Telecommunications Division) June 1989 - April 1992
Telex Computer Products June 1986 - August 1987
Skills
Salesforce.com, Google Apps, Gmail, Google Docs, Wealth Management, Quickbooks, Small Business..., Organizational Change, Change Management, Accounting, Start-ups, Coaching, Leadership Development, Salesforce.com..., Salesforce.com System..., Custom Reports, Salesforce.com...
Education
Cornell University 1987 — 1989
Masters of Business Administration, Organizational Behavior/Strategy
Harding University 1976 — 1980
BBA, Accounting
Jason Jordan-Smith's Merrill Lynch Experience 2004 - 2006
Job Empowering leader driving change and innovation to attract talent at massive scale that is “Customer Led/Service Driven"
Industry Internet
Experience
Avis Budget Group and Zipcar November 2014 - Present
Head East US and Canada - Global Strategic Product Consulting at LinkedIn September 2013 - November 2014
Panasonic 2007 - September 2013
Panasonic 2007 - April 2011
Panasonic March 2007 - September 2008
Goldman Sachs 2006 - 2007
Merrill Lynch 2004 - 2006
Infinity Consulting Group January 2004 - 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Talent Acquisition, Recruiting, Management Consulting, Human Resources, Sourcing, Outsourcing, Change Management, Process Improvement, Program Management, Strategic Planning, Supply Chain Management, Business Process..., Supply Management, Leadership, Contract Negotiation, Business Strategy, Talent Management, Applicant Tracking..., Strategy, Contract Management, Budgets, Consulting, Negotiation, Cross-functional Team..., New Business Development, Training, Performance Management, Operations Management, HRIS, Professional Services, Business Development, Management, Personnel Management, Employee Benefits, Project Planning, Analysis, Telecommunications, CRM, Temporary Placement, Technical Recruiting, Executive Search, Start-ups, Account Management, Internet Recruiting, Global Sourcing
Education
University of London
BS Honors, New Technology, Media and Communications
Cornell University 2011 — 2012
Avis Budget Group and Zipcar November 2014 - Present
Head East US and Canada - Global Strategic Product Consulting at LinkedIn September 2013 - November 2014
Panasonic 2007 - September 2013
Panasonic 2007 - April 2011
Panasonic March 2007 - September 2008
Goldman Sachs 2006 - 2007
Merrill Lynch 2004 - 2006
Infinity Consulting Group January 2004 - 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Talent Acquisition, Recruiting, Management Consulting, Human Resources, Sourcing, Outsourcing, Change Management, Process Improvement, Program Management, Strategic Planning, Supply Chain Management, Business Process..., Supply Management, Leadership, Contract Negotiation, Business Strategy, Talent Management, Applicant Tracking..., Strategy, Contract Management, Budgets, Consulting, Negotiation, Cross-functional Team..., New Business Development, Training, Performance Management, Operations Management, HRIS, Professional Services, Business Development, Management, Personnel Management, Employee Benefits, Project Planning, Analysis, Telecommunications, CRM, Temporary Placement, Technical Recruiting, Executive Search, Start-ups, Account Management, Internet Recruiting, Global Sourcing
Education
University of London
BS Honors, New Technology, Media and Communications
Cornell University 2011 — 2012
Armaan Kapoor Armaan Kapoor's Merrill Lynch Experience September 2010 - August 2011
Job Financial Analyst at LaSalle Hotel Properties
Industry Hospitality
Experience
LaSalle Hotel Properties July 2015 - Present
Sage Hospitality June 2014 - August 2014
Cornell School of Hotel Administration August 2012 - May 2014
Wyndham Hotel Group June 2013 - August 2013
Amali NYC May 2012 - August 2012
ARCO, INC. July 2009 - January 2012
Merrill Lynch September 2010 - August 2011
Skills
Microsoft Office, Fluent in Hindi, Mathematics, Business Analysis, Strategic Consulting, PowerPoint, Data Analysis, Public Speaking, Market Research, Microsoft Excel, Business Strategy, Microsoft Word, SPSS, Spanish, English, Research, Teamwork, Marketing, Leadership, Business Development, Hospitality, Event Planning, Food & Beverage
Education
Cornell University 2011 — 2015
Bachelor of Science, Hotel Administration: Finance Concentration, Real Estate Minor
Bergen County Academies: Academy for Business and Finance 2007 — 2011
International Baccalaureate (IB) Diploma, Business
LaSalle Hotel Properties July 2015 - Present
Sage Hospitality June 2014 - August 2014
Cornell School of Hotel Administration August 2012 - May 2014
Wyndham Hotel Group June 2013 - August 2013
Amali NYC May 2012 - August 2012
ARCO, INC. July 2009 - January 2012
Merrill Lynch September 2010 - August 2011
Skills
Microsoft Office, Fluent in Hindi, Mathematics, Business Analysis, Strategic Consulting, PowerPoint, Data Analysis, Public Speaking, Market Research, Microsoft Excel, Business Strategy, Microsoft Word, SPSS, Spanish, English, Research, Teamwork, Marketing, Leadership, Business Development, Hospitality, Event Planning, Food & Beverage
Education
Cornell University 2011 — 2015
Bachelor of Science, Hotel Administration: Finance Concentration, Real Estate Minor
Bergen County Academies: Academy for Business and Finance 2007 — 2011
International Baccalaureate (IB) Diploma, Business
Avery Hasenauer's Merrill Lynch Experience July 2015 - Present
Job PMD Financial Advisor
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
State Farm January 2014 - January 2015
SYC-Questions with Smart Answers July 2013 - January 2014
Quicken Loans June 2013 - August 2013
Quicken Loans June 2011 - August 2011
Skills
Leadership, Public Relations, Strategy, Social Media, Microsoft Excel, Financial Analysis, Microsoft Office, Sales
Education
Cornell University 2011 — 2015
Bachelor of Science, Hospitality Administration/Management
West Bloomfield High School 2007 — 2011
Merrill Lynch July 2015 - Present
State Farm January 2014 - January 2015
SYC-Questions with Smart Answers July 2013 - January 2014
Quicken Loans June 2013 - August 2013
Quicken Loans June 2011 - August 2011
Skills
Leadership, Public Relations, Strategy, Social Media, Microsoft Excel, Financial Analysis, Microsoft Office, Sales
Education
Cornell University 2011 — 2015
Bachelor of Science, Hospitality Administration/Management
West Bloomfield High School 2007 — 2011
Chris Marchello's Merrill Lynch Experience 2005 - 2005
Job Attorney at Wilson Elser
Industry Legal Services
Experience
Wilson Elser 2015 - Present
McGivney & Kluger, PC 2013 - 2014
Hudson Housing Capital LLC 2011 - 2012
Belluck & Fox 2008 - 2011
Belluck & Fox 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Civil Litigation, Toxic Tort, Transactional Law, Legal Research, Legal Writing, Sports Law, Document Review, Appeals, Arbitration
Education
New York Law School 2008 — 2011
Juris Doctor
Cornell University 2003 — 2006
Bachelor of Science (BS), Industrial and Labor Relations
Wilson Elser 2015 - Present
McGivney & Kluger, PC 2013 - 2014
Hudson Housing Capital LLC 2011 - 2012
Belluck & Fox 2008 - 2011
Belluck & Fox 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Civil Litigation, Toxic Tort, Transactional Law, Legal Research, Legal Writing, Sports Law, Document Review, Appeals, Arbitration
Education
New York Law School 2008 — 2011
Juris Doctor
Cornell University 2003 — 2006
Bachelor of Science (BS), Industrial and Labor Relations
Carlos Santiago, CFA's Merrill Lynch Experience 1983 - 1985
Job Residential Mortgage Executive
Industry Financial Services
Experience
Doral Bank September 2014 - March 2015
Doral Recovery May 2013 - August 2014
Freddie Mac, Making Home Affordable - Compliance Division (MHA-C) February 2010 - April 2013
CoreLogic, formerly known as LoanPerformance February 2004 - January 2010
Santiago Consulting, Inc. (Part 1) April 1989 - January 2004
Santiago Consulting, Inc. (Part 2) April 1989 - January 2004
Goldman Sachs 1986 - 1989
Lehman Brothers 1985 - 1986
Merrill Lynch 1983 - 1985
Skills
Risk Management, Financial Risk, Securitization, Mortgage Analytics, Executive Management, Loss Mitigation, Financial Modeling, Financial Regulation, HAMP, Fraud Detection, Consulting, Mortgage Modification, Mortgage Data, Whole Loans, Secondary Market, Mortgage Lending, Financial Projection, Compliance, Data Integration, Derivatives, Collateral Analysis, Stress Testing, Forecasting, Credit, Loans, Banking, Financial Institutions, Securities, Analytics, MBS, Finance, Financial Structuring, Credit Risk, Analysis, Structured Finance, Loan Servicing, Mortgage Servicing, Fixed Income, Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Valuation, Structured Products, Underwriting, Due Diligence, Asset Management, ABS
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
St. Francis de Sales HS 1975 — 1979
H.S. Diploma
Doral Bank September 2014 - March 2015
Doral Recovery May 2013 - August 2014
Freddie Mac, Making Home Affordable - Compliance Division (MHA-C) February 2010 - April 2013
CoreLogic, formerly known as LoanPerformance February 2004 - January 2010
Santiago Consulting, Inc. (Part 1) April 1989 - January 2004
Santiago Consulting, Inc. (Part 2) April 1989 - January 2004
Goldman Sachs 1986 - 1989
Lehman Brothers 1985 - 1986
Merrill Lynch 1983 - 1985
Skills
Risk Management, Financial Risk, Securitization, Mortgage Analytics, Executive Management, Loss Mitigation, Financial Modeling, Financial Regulation, HAMP, Fraud Detection, Consulting, Mortgage Modification, Mortgage Data, Whole Loans, Secondary Market, Mortgage Lending, Financial Projection, Compliance, Data Integration, Derivatives, Collateral Analysis, Stress Testing, Forecasting, Credit, Loans, Banking, Financial Institutions, Securities, Analytics, MBS, Finance, Financial Structuring, Credit Risk, Analysis, Structured Finance, Loan Servicing, Mortgage Servicing, Fixed Income, Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Valuation, Structured Products, Underwriting, Due Diligence, Asset Management, ABS
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
St. Francis de Sales HS 1975 — 1979
H.S. Diploma
Allison Frelinger's Merrill Lynch Experience May 2007 - July 2007
Job Operations Manager @ Uber
Industry Internet
Experience
Uber August 2015 - Present
PwC January 2013 - March 2015
PwC June 2011 - November 2012
PwC July 2008 - May 2011
Merrill Lynch May 2007 - July 2007
Cornell University Veterinary Specialists January 2007 - June 2007
University of Rochester Medical Center June 2005 - August 2005
Skills
Economics, Business Strategy, Consulting, Financial Modeling, Business Analysis, Risk Management, Tax, Transfer Pricing, Microsoft Excel, Management, Due Diligence, Cross-border..., Data Analysis, Project Management, Income Tax, Microsoft Office, Analysis, Financial Analysis
Education
Cornell University 2004 — 2008
Bachelors of Arts, Economics, Biological Sciences
Stanford University 2015 — 2015
Professional Certificate, Strategic Decision and Risk Management
Pittsford Sutherland Highschool 2000 — 2004
Uber August 2015 - Present
PwC January 2013 - March 2015
PwC June 2011 - November 2012
PwC July 2008 - May 2011
Merrill Lynch May 2007 - July 2007
Cornell University Veterinary Specialists January 2007 - June 2007
University of Rochester Medical Center June 2005 - August 2005
Skills
Economics, Business Strategy, Consulting, Financial Modeling, Business Analysis, Risk Management, Tax, Transfer Pricing, Microsoft Excel, Management, Due Diligence, Cross-border..., Data Analysis, Project Management, Income Tax, Microsoft Office, Analysis, Financial Analysis
Education
Cornell University 2004 — 2008
Bachelors of Arts, Economics, Biological Sciences
Stanford University 2015 — 2015
Professional Certificate, Strategic Decision and Risk Management
Pittsford Sutherland Highschool 2000 — 2004
Peter Voell Peter Voell's Merrill Lynch Experience May 2014 - August 2014
Job Incoming Credit Analyst at Black Diamond Capital Management
Industry Investment Management
Experience
Black Diamond Capital Management September 2015 - Present
Black Diamond Capital Management June 2015 - August 2015
LMI September 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Business and Engineering Systems Corporation August 2012 - August 2013
Skills
Data Analysis, Research, Analysis, Policy Research, Public Speaking, Economics, Microsoft Office, Financial Analysis, Policy Analysis, Writing, Technical Writing, Management, Statistics, Matlab, Policy, Valuation, Energy Industry, Oil & Gas, Business Strategy, Financial Modeling
Education
Cornell University 2011 — 2016
Bachelor of Science (B.S.), Operations Research and Information Engineering
Black Diamond Capital Management September 2015 - Present
Black Diamond Capital Management June 2015 - August 2015
LMI September 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Business and Engineering Systems Corporation August 2012 - August 2013
Skills
Data Analysis, Research, Analysis, Policy Research, Public Speaking, Economics, Microsoft Office, Financial Analysis, Policy Analysis, Writing, Technical Writing, Management, Statistics, Matlab, Policy, Valuation, Energy Industry, Oil & Gas, Business Strategy, Financial Modeling
Education
Cornell University 2011 — 2016
Bachelor of Science (B.S.), Operations Research and Information Engineering
Han Cho's Merrill Lynch Experience May 2006 - August 2006
Job
Industry Internet
Experience
Audible, Inc. March 2014 - June 2015
Audible, Inc. April 2013 - March 2014
Cramer Rosenthal McGlynn June 2008 - December 2011
The Transportation Group July 2007 - June 2008
Apple 2005 - 2007
Merrill Lynch May 2006 - August 2006
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Physics
The Bronx High School of Science 2000 — 2003
Audible, Inc. March 2014 - June 2015
Audible, Inc. April 2013 - March 2014
Cramer Rosenthal McGlynn June 2008 - December 2011
The Transportation Group July 2007 - June 2008
Apple 2005 - 2007
Merrill Lynch May 2006 - August 2006
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Physics
The Bronx High School of Science 2000 — 2003
David Sims David Sims's Merrill Lynch Experience July 2007 - July 2008
Job Director at RPK Capital
Industry Financial Services
Experience
RPK Capital June 2010 - Present
Boeing August 2008 - May 2010
Merrill Lynch July 2007 - July 2008
American Express 2006 - 2006
Boeing June 2001 - June 2005
Skills
Aerospace, Aircraft Finance, Aircraft Leasing, Airlines, Airline Economics, Aviation, Banking, Business Planning, Capital Markets, Credit Analysis, Communication, Corporate Finance, Cross-functional Team..., Data Analysis, Deal Execution, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Flight Test Engineering, Investments, Lease Administration, Lease Financing, Private Equity, Process Improvement, Program Management, Restructuring, Securitization, Strategy, Structured Finance, Systems Engineering, Transportation Finance, Valuation, Risk Management, Portfolio Management, Forecasting, Leveraged Finance, Project Finance
Education
Cornell University 2005 — 2007
MBA, Finance
Iowa State University 1996 — 2001
BS, Mechanical Engineering
RPK Capital June 2010 - Present
Boeing August 2008 - May 2010
Merrill Lynch July 2007 - July 2008
American Express 2006 - 2006
Boeing June 2001 - June 2005
Skills
Aerospace, Aircraft Finance, Aircraft Leasing, Airlines, Airline Economics, Aviation, Banking, Business Planning, Capital Markets, Credit Analysis, Communication, Corporate Finance, Cross-functional Team..., Data Analysis, Deal Execution, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Flight Test Engineering, Investments, Lease Administration, Lease Financing, Private Equity, Process Improvement, Program Management, Restructuring, Securitization, Strategy, Structured Finance, Systems Engineering, Transportation Finance, Valuation, Risk Management, Portfolio Management, Forecasting, Leveraged Finance, Project Finance
Education
Cornell University 2005 — 2007
MBA, Finance
Iowa State University 1996 — 2001
BS, Mechanical Engineering
Benjamin Geiger Benjamin Geiger's Merrill Lynch Experience July 1996 - July 1998
Job Partner at Freeman Spogli & Co.
Industry Venture Capital & Private Equity
Experience
Freeman Spogli & Co. July 1998 - Present
Merrill Lynch July 1996 - July 1998
Skills
Middle market private..., Focus on consumer,..., LBO, Investments, Corporate Finance, Valuation, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking
Education
Cornell University 1992 — 1996
Bachelor of Arts (BA), Economics
Freeman Spogli & Co. July 1998 - Present
Merrill Lynch July 1996 - July 1998
Skills
Middle market private..., Focus on consumer,..., LBO, Investments, Corporate Finance, Valuation, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking
Education
Cornell University 1992 — 1996
Bachelor of Arts (BA), Economics
David Lenhardt David Lenhardt's Merrill Lynch Experience September 1991 - June 1994
Job Retail CEO
Industry Retail
Experience
PetSmart October 2000 - March 2015
Phoenix Children's Hospital 2013 - 2015
Banfield Pet Hospital 2011 - 2015
Bain & Company September 1996 - September 2000
Merrill Lynch September 1991 - June 1994
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
Master of Business Administration (M.B.A.)
Cornell University 1987 — 1991
Bachelor’s Degree, Government, Magna Cum Laude
PetSmart October 2000 - March 2015
Phoenix Children's Hospital 2013 - 2015
Banfield Pet Hospital 2011 - 2015
Bain & Company September 1996 - September 2000
Merrill Lynch September 1991 - June 1994
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
Master of Business Administration (M.B.A.)
Cornell University 1987 — 1991
Bachelor’s Degree, Government, Magna Cum Laude
Virginia Cromwell Virginia Cromwell's Merrill Lynch Experience June 2007 - August 2007
Job Group Manager, Employee Engagement & Change Management
Industry Public Relations and Communications
Experience
Weber Shandwick December 2013 - Present
Burson-Marsteller June 2010 - November 2013
The American Dance Festival June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Editing, Strategic Planning, Event Planning, Social Media, Corporate Communications, Social Media Marketing
Education
Cornell University 2006 — 2010
BA, Economics and Dance
Weber Shandwick December 2013 - Present
Burson-Marsteller June 2010 - November 2013
The American Dance Festival June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Editing, Strategic Planning, Event Planning, Social Media, Corporate Communications, Social Media Marketing
Education
Cornell University 2006 — 2010
BA, Economics and Dance
Ruth Wang Ruth Wang's Merrill Lynch Experience July 2007 - November 2009
Job Growth at PayPal
Industry Internet
Experience
PayPal May 2014 - Present
eBay Inc July 2013 - May 2014
Qihoo 360 August 2012 - August 2012
Qiming Venture Partner June 2012 - July 2012
Cadian Capital December 2009 - June 2011
Merrill Lynch July 2007 - November 2009
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Equities, Equity Research, Bloomberg, Corporate Finance, Due Diligence, Hedge Funds, Financial Analysis, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Portfolio Management
Education
Harvard Business School 2011 — 2013
MBA, General Management
Cornell University 2005 — 2007
BA, Mathematics, Economics
Wesleyan College 2003 — 2005
Mathematics, Economics
PayPal May 2014 - Present
eBay Inc July 2013 - May 2014
Qihoo 360 August 2012 - August 2012
Qiming Venture Partner June 2012 - July 2012
Cadian Capital December 2009 - June 2011
Merrill Lynch July 2007 - November 2009
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Equities, Equity Research, Bloomberg, Corporate Finance, Due Diligence, Hedge Funds, Financial Analysis, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Portfolio Management
Education
Harvard Business School 2011 — 2013
MBA, General Management
Cornell University 2005 — 2007
BA, Mathematics, Economics
Wesleyan College 2003 — 2005
Mathematics, Economics
Bhavana Khanna's Merrill Lynch Experience 2002 - 2008
Job Leading the India Initiative at CEDI Capital Markets, LLC
Industry Financial Services
Experience
CEDI Capital Markets, LLC September 2014 - Present
Udvesta Consulting LLC 2013 - Present
Self Employed Independent 2009 - 2012
Maxim group 2008 - 2008
Merrill Lynch 2002 - 2008
Skills
Structured Notes, Rates, Callables, Derivatives, Capital Markets, Electronic Trading, Securities, Financial Modeling, Investment Banking, Trading Systems, Fixed Income, Credit, Trading, Structured Products, Wealth Management, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Investments, Mutual Funds, Options, Financial Structuring, FX Options, Hedge Funds, Bloomberg, Private Equity, Commodity, Valuation, Emerging Markets, Management Consulting
Education
Cornell University
PhD
St Stephens College, Delhi
Bachelor of Science (BS), Physics
University of Oxford
Master's degree, Physics
CEDI Capital Markets, LLC September 2014 - Present
Udvesta Consulting LLC 2013 - Present
Self Employed Independent 2009 - 2012
Maxim group 2008 - 2008
Merrill Lynch 2002 - 2008
Skills
Structured Notes, Rates, Callables, Derivatives, Capital Markets, Electronic Trading, Securities, Financial Modeling, Investment Banking, Trading Systems, Fixed Income, Credit, Trading, Structured Products, Wealth Management, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Investments, Mutual Funds, Options, Financial Structuring, FX Options, Hedge Funds, Bloomberg, Private Equity, Commodity, Valuation, Emerging Markets, Management Consulting
Education
Cornell University
PhD
St Stephens College, Delhi
Bachelor of Science (BS), Physics
University of Oxford
Master's degree, Physics
Catherine Lance Catherine Lance's Merrill Lynch Experience 1987 - 1990
Job Event Specialist at Cornell University
Industry Higher Education
Experience
Cornell University April 2006 - Present
Cornell University 1990 - Present
New York University 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Grant Writing, Grants, Management, Photography, Project Planning, Anthropology, Ethnography, Qualitative Research, Social Media, Higher Education, SPSS, Data Analysis, Event Planning, Research, Writing, Microsoft Office, Facebook, Customer Service
Education
Cornell University 2008 — 2014
Master's degree, Cultural Anthropology
SUNY Plattsburgh 1980 — 1982
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Cornell University April 2006 - Present
Cornell University 1990 - Present
New York University 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Grant Writing, Grants, Management, Photography, Project Planning, Anthropology, Ethnography, Qualitative Research, Social Media, Higher Education, SPSS, Data Analysis, Event Planning, Research, Writing, Microsoft Office, Facebook, Customer Service
Education
Cornell University 2008 — 2014
Master's degree, Cultural Anthropology
SUNY Plattsburgh 1980 — 1982
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Joe Klee Joe Klee's Merrill Lynch Experience November 1993 - December 1994
Job Student at Cornell University, School of Hotel Administration
Industry Online Media
Experience
Property Management 2004 - Present
Self Employed May 2010 - May 2015
Equality Rewards, A Division at OSL Holdings, Inc. October 2013 - January 2014
LivePerson April 2008 - April 2010
Metropolitan Opera April 2002 - April 2010
Premiere Global Services February 2007 - February 2008
Connect Me Marketing Inc August 2004 - February 2007
AT&T November 1997 - December 2003
Insignia Films 1995 - 1997
Merrill Lynch November 1993 - December 1994
Skills
Salesforce.com, SEO, Social Networking, Management, Google Analytics, Social Media, Digital Media, Sales, Account Management, Marketing, Analytics, New Media, Social Media Marketing, Online Marketing, Enterprise Software, Training, Project Management, Marketing Strategy, Business Development, Social Media Measurement, B2B, Online Media, National Account..., Keyword Research, Online Chat, Technical Training, Social Media Monitoring, Employee Training, Program Management, Key Account Management, Event Planning, Cloud Computing, SharePoint, Enterprise Account..., End User Training, Training Skills, LinkedIn, Twitter, Account Maintenance, Social Media Development, NetSuite, Training & Development, Media Coaching, Hospitality
Education
Cornell University 2015 — 2016
MMH, Hospitality Administration/Management
Seton Hall University 1996 — 1997
NJ Teaching Certificate
University of Vermont 1992 — 1993
Political Science (Continuing Education)
Rutgers University-New Brunswick 1988 — 1992
B.A., Double Major: Economics & Political Science
Highland Park High School
Property Management 2004 - Present
Self Employed May 2010 - May 2015
Equality Rewards, A Division at OSL Holdings, Inc. October 2013 - January 2014
LivePerson April 2008 - April 2010
Metropolitan Opera April 2002 - April 2010
Premiere Global Services February 2007 - February 2008
Connect Me Marketing Inc August 2004 - February 2007
AT&T November 1997 - December 2003
Insignia Films 1995 - 1997
Merrill Lynch November 1993 - December 1994
Skills
Salesforce.com, SEO, Social Networking, Management, Google Analytics, Social Media, Digital Media, Sales, Account Management, Marketing, Analytics, New Media, Social Media Marketing, Online Marketing, Enterprise Software, Training, Project Management, Marketing Strategy, Business Development, Social Media Measurement, B2B, Online Media, National Account..., Keyword Research, Online Chat, Technical Training, Social Media Monitoring, Employee Training, Program Management, Key Account Management, Event Planning, Cloud Computing, SharePoint, Enterprise Account..., End User Training, Training Skills, LinkedIn, Twitter, Account Maintenance, Social Media Development, NetSuite, Training & Development, Media Coaching, Hospitality
Education
Cornell University 2015 — 2016
MMH, Hospitality Administration/Management
Seton Hall University 1996 — 1997
NJ Teaching Certificate
University of Vermont 1992 — 1993
Political Science (Continuing Education)
Rutgers University-New Brunswick 1988 — 1992
B.A., Double Major: Economics & Political Science
Highland Park High School
Alan Chan's Merrill Lynch Experience June 2003 - August 2003
Job Founder & CEO at Bread (acquired by Yahoo)
Industry Marketing and Advertising
Experience
Yahoo October 2013 - Present
Bread July 2010 - October 2013
Arbitrage 2006 - 2010
Summit Partners May 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Skills
Entrepreneurship, Valuation, Blogging, Strategy, Social Media, Facebook, Marketing, Mobile Devices, Management, Sales, Start-ups, Digital Strategy, Investments, Newsletters, Digital Media, Online Marketing, Digital Marketing, New Media, Social Media Marketing, SEO
Education
Cornell University 2002 — 2006
B.S., Applied Economics and Management
Yahoo October 2013 - Present
Bread July 2010 - October 2013
Arbitrage 2006 - 2010
Summit Partners May 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Skills
Entrepreneurship, Valuation, Blogging, Strategy, Social Media, Facebook, Marketing, Mobile Devices, Management, Sales, Start-ups, Digital Strategy, Investments, Newsletters, Digital Media, Online Marketing, Digital Marketing, New Media, Social Media Marketing, SEO
Education
Cornell University 2002 — 2006
B.S., Applied Economics and Management
David Merkur David Merkur's Merrill Lynch Experience 2006 - 2008
Job Director Capital Markets at Ladder Capital
Industry Real Estate
Experience
Ladder Capital 2011 - Present
Tri-Artisan Capital Partners 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Real Estate, Corporate Real Estate, Property Management, Real Estate Transactions, Investment Properties, Real Estate Economics, Property, Commercial Real Estate, Brokerage, Asset Managment, Valuation, Due Diligence, Asset Management, Real Estate Development, Tenant, Leases, Investment Banking, Capital Markets
Education
Cornell University 2002 — 2006
BS, Applied Economics & Management
Ladder Capital 2011 - Present
Tri-Artisan Capital Partners 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Real Estate, Corporate Real Estate, Property Management, Real Estate Transactions, Investment Properties, Real Estate Economics, Property, Commercial Real Estate, Brokerage, Asset Managment, Valuation, Due Diligence, Asset Management, Real Estate Development, Tenant, Leases, Investment Banking, Capital Markets
Education
Cornell University 2002 — 2006
BS, Applied Economics & Management
Alex Agne's Merrill Lynch Experience May 2011 - August 2011
Job Industrial Engineer at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil Global Supply Chain Strategy and Optimization InternExxonMobilMay 2014 - August 2014
Northern Trust June 2013 - August 2013
Cornell University August 2012 - September 2012
TRW May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Hyperion Enterprise, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Statistical Modeling, Microsoft Word, Java, Microsoft Access, SQL, R, Leadership, Finance, Financial Analysis, Access, Strategic Financial..., Bloomberg, Portfolio Management, Valuation, Analysis, Strategic Planning, Economics, Risk Management, Corporate Finance
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research and Engineering
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research and Engineering
ExxonMobil Global Supply Chain Strategy and Optimization InternExxonMobilMay 2014 - August 2014
Northern Trust June 2013 - August 2013
Cornell University August 2012 - September 2012
TRW May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Hyperion Enterprise, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Statistical Modeling, Microsoft Word, Java, Microsoft Access, SQL, R, Leadership, Finance, Financial Analysis, Access, Strategic Financial..., Bloomberg, Portfolio Management, Valuation, Analysis, Strategic Planning, Economics, Risk Management, Corporate Finance
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research and Engineering
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Operations Research and Engineering
Matthew Zales Matthew Zales's Merrill Lynch Experience July 2000 - June 2003
Job Energy Product Specialist and Investor Relations at OchZiff Capital Management
Industry Venture Capital & Private Equity
Experience
Och-Ziff Capital Management June 2015 - Present
Pine Brook Road Partners August 2009 - June 2015
Credit Suisse, Customized Fund Investment Group April 2009 - January 2010
Neuberger Berman August 2008 - February 2009
Lehman Brothers July 2008 - February 2009
ABN AMRO June 2003 - June 2006
Merrill Lynch July 2000 - June 2003
Skills
Private Equity, Investments, Investor Relations, Investment Banking, Business Development, Capital Markets, Finance, Fixed Income, Venture Capital, Management, Strategy, Due Diligence, Bonds, Alternative Investments, Mutual Funds, Corporate Development, Valuation, Emerging Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Marketing, Management & Organizations
Cornell University 1996 — 2000
B.S., Applied Economics & Business Management
Ramapo high 1992 — 1996
Och-Ziff Capital Management June 2015 - Present
Pine Brook Road Partners August 2009 - June 2015
Credit Suisse, Customized Fund Investment Group April 2009 - January 2010
Neuberger Berman August 2008 - February 2009
Lehman Brothers July 2008 - February 2009
ABN AMRO June 2003 - June 2006
Merrill Lynch July 2000 - June 2003
Skills
Private Equity, Investments, Investor Relations, Investment Banking, Business Development, Capital Markets, Finance, Fixed Income, Venture Capital, Management, Strategy, Due Diligence, Bonds, Alternative Investments, Mutual Funds, Corporate Development, Valuation, Emerging Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Marketing, Management & Organizations
Cornell University 1996 — 2000
B.S., Applied Economics & Business Management
Ramapo high 1992 — 1996
Daniel Pang Daniel Pang's Merrill Lynch Experience July 2007 - June 2009
Job Senior Associate at Arsenal Capital Partners
Industry Venture Capital & Private Equity
Experience
Arsenal Capital Partners September 2013 - Present
GTCR Golder Rauner July 2009 - June 2011
Merrill Lynch July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
M.B.A.
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Arsenal Capital Partners September 2013 - Present
GTCR Golder Rauner July 2009 - June 2011
Merrill Lynch July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
M.B.A.
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Arun Toor's Merrill Lynch Experience May 2013 - August 2013
Job Student at Cornell University
Industry Financial Services
Experience
Merrill Lynch May 2013 - August 2013
Ricky Gill for Congress January 2012 - November 2012
Toor Farming LLC June 2007 - August 2011
USA Wrestling April 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, SQL, English
Education
Cornell University 2013 — 2015
Bachelor of Science (BS), Applied Economics and Management
University of the Pacific - Eberhardt School of Business 2011 — 2012
Bachelor of Science (BS), Business Administration - Finance
Mission Oak High School 2007 — 2011
High School Diploma
Merrill Lynch May 2013 - August 2013
Ricky Gill for Congress January 2012 - November 2012
Toor Farming LLC June 2007 - August 2011
USA Wrestling April 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, SQL, English
Education
Cornell University 2013 — 2015
Bachelor of Science (BS), Applied Economics and Management
University of the Pacific - Eberhardt School of Business 2011 — 2012
Bachelor of Science (BS), Business Administration - Finance
Mission Oak High School 2007 — 2011
High School Diploma
Rob Ainslie Rob Ainslie's Merrill Lynch Experience April 2000 - December 2010
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Merrill Lynch April 2000 - December 2010
Education
Cornell University 1974 — 1978
Bachelor's degree, Economics and Business Management
Wells Fargo Advisors January 2011 - Present
Merrill Lynch April 2000 - December 2010
Education
Cornell University 1974 — 1978
Bachelor's degree, Economics and Business Management
Brad Kamedulski Brad Kamedulski's Merrill Lynch Experience December 2009 - January 2010
Job Financial Analyst at Beverly Pacific, LLC
Industry Real Estate
Experience
Beverly Pacific, LLC August 2015 - Present
Griffin Capital December 2012 - July 2015
Moody's Investors Service October 2010 - November 2012
Merrill Lynch December 2009 - January 2010
The Ritz-Carlton Hotel Company LLC June 2009 - August 2009
Toll Brothers,Inc. June 2007 - August 2007
The Statler Hotel June 2007 - August 2007
Skills
Commercial Real Estate..., Excel Modeling, Structured Finance, Real Estate, Due Diligence, Valuation, Microsoft Excel, Financial Modeling, Real Estate Economics, Lacrosse, Credit, Market Analysis, Commercial Real Estate, Asset Management, Acquisitions, Portfolio Management, Finance
Education
Cornell University 2006 — 2010
Bachelor of Science, Hotel Administration, Concentration in Real Estate/Finance, Minor in Real Estate
Salisbury School
Wilton High School
Beverly Pacific, LLC August 2015 - Present
Griffin Capital December 2012 - July 2015
Moody's Investors Service October 2010 - November 2012
Merrill Lynch December 2009 - January 2010
The Ritz-Carlton Hotel Company LLC June 2009 - August 2009
Toll Brothers,Inc. June 2007 - August 2007
The Statler Hotel June 2007 - August 2007
Skills
Commercial Real Estate..., Excel Modeling, Structured Finance, Real Estate, Due Diligence, Valuation, Microsoft Excel, Financial Modeling, Real Estate Economics, Lacrosse, Credit, Market Analysis, Commercial Real Estate, Asset Management, Acquisitions, Portfolio Management, Finance
Education
Cornell University 2006 — 2010
Bachelor of Science, Hotel Administration, Concentration in Real Estate/Finance, Minor in Real Estate
Salisbury School
Wilton High School
Adam Schuit Adam Schuit's Merrill Lynch Experience June 2011 - August 2011
Job Senior Hospitality Real Estate Consultant at Ernst & Young
Industry Hospitality
Experience
Ernst & Young September 2012 - Present
Delta Phi Fraternity March 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Grupo Posadas June 2010 - August 2010
Grand Beach Inn May 2009 - August 2009
Hilton New York December 2008 - January 2009
Princeton Marriott June 2008 - August 2008
Trenton Thunder April 2007 - September 2007
Congressman Rush Holt July 2006 - September 2006
Skills
Financial Management, Real Estate Finance, Portfolio Management, Marketing Management, Hotel Management, Managerial Finance, Concept Development, Real Estate Economics, Analysis, Financial Modeling, Budgets, Hotels, Marketing
Education
Cornell University 2009 — 2012
Bachelor of Science, Hotel Administration
Ernst & Young September 2012 - Present
Delta Phi Fraternity March 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Grupo Posadas June 2010 - August 2010
Grand Beach Inn May 2009 - August 2009
Hilton New York December 2008 - January 2009
Princeton Marriott June 2008 - August 2008
Trenton Thunder April 2007 - September 2007
Congressman Rush Holt July 2006 - September 2006
Skills
Financial Management, Real Estate Finance, Portfolio Management, Marketing Management, Hotel Management, Managerial Finance, Concept Development, Real Estate Economics, Analysis, Financial Modeling, Budgets, Hotels, Marketing
Education
Cornell University 2009 — 2012
Bachelor of Science, Hotel Administration
Jeffrey Vogel's Merrill Lynch Experience November 1998 - February 2014
Job Managing Director, Partner at HighTower Advisors LLC
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch November 1998 - February 2014
Skills
Cash Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, ETFs, Securities, Asset Allocation, Investment Advisory..., Wealth Management, Retirement Planning, Estate Planning, Employee Stock Options, Concentrated Stock...
Education
Cornell University
Doctor of Philosophy (Ph.D.), Philosophy
Cornell University
Master's Degree, Philosophy
The Johns Hopkins University
Bachelor's Degree, Philosophy
HighTower February 2014 - Present
Merrill Lynch November 1998 - February 2014
Skills
Cash Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, ETFs, Securities, Asset Allocation, Investment Advisory..., Wealth Management, Retirement Planning, Estate Planning, Employee Stock Options, Concentrated Stock...
Education
Cornell University
Doctor of Philosophy (Ph.D.), Philosophy
Cornell University
Master's Degree, Philosophy
The Johns Hopkins University
Bachelor's Degree, Philosophy
Chris Siedman Chris Siedman's Merrill Lynch Experience 1994 - 1997
Job Assistant Portfolio Manager at Hovde Capital
Industry Investment Banking
Experience
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Chula Watugala Chula Watugala's Merrill Lynch Experience June 2006 - August 2006
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - June 2014
Morgan Stanley March 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
University of Moratuwa June 2005 - August 2005
Skills
Equity Derivatives, Financial Engineering, Equities, Derivatives, Quantitative Finance, Quantitative Analytics, Trading, Options, Statistical Modeling, VBA, Statistical Arbitrage, KDB+, Perl, Java, C#, Structured Products, Risk Management
Education
University of California, Berkeley 2015 — 2015
Master's Degree, Information & Data Science
Cornell University 2007 — 2007
M.Eng., Financial Engineering
Cornell University 2003 — 2007
B.S., Operations Research & Engineering
Ananda College 1993 — 2003
Morgan Stanley January 2010 - June 2014
Morgan Stanley March 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
University of Moratuwa June 2005 - August 2005
Skills
Equity Derivatives, Financial Engineering, Equities, Derivatives, Quantitative Finance, Quantitative Analytics, Trading, Options, Statistical Modeling, VBA, Statistical Arbitrage, KDB+, Perl, Java, C#, Structured Products, Risk Management
Education
University of California, Berkeley 2015 — 2015
Master's Degree, Information & Data Science
Cornell University 2007 — 2007
M.Eng., Financial Engineering
Cornell University 2003 — 2007
B.S., Operations Research & Engineering
Ananda College 1993 — 2003
Brandon Simins's Merrill Lynch Experience July 2007 - June 2009
Job Head of Business Operations at Tictail
Industry Internet
Experience
Tictail September 2014 - Present
ALOHA.com September 2012 - August 2014
Google September 2011 - August 2012
Providence Equity Partners August 2009 - July 2011
Merrill Lynch July 2007 - June 2009
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Private Equity, Financial Modeling, Start-ups, Due Diligence, Valuation, Entrepreneurship, Business Strategy, Financial Analysis, Management Consulting, Investments, Analytics, Business Development
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Labor Relations
Tictail September 2014 - Present
ALOHA.com September 2012 - August 2014
Google September 2011 - August 2012
Providence Equity Partners August 2009 - July 2011
Merrill Lynch July 2007 - June 2009
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Private Equity, Financial Modeling, Start-ups, Due Diligence, Valuation, Entrepreneurship, Business Strategy, Financial Analysis, Management Consulting, Investments, Analytics, Business Development
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Labor Relations
Brian McCormack Brian McCormack's Merrill Lynch Experience September 1997 - February 2000
Job Business / Environmental Consultant
Industry Environmental Services
Experience
BlueStream USA March 2015 - Present
NSCC, Inc. January 2000 - Present
Elevate Captives April 2012 - February 2014
Merrill Lynch September 1997 - February 2000
Oxford Health Plans September 1993 - August 1996
Skills
Insurance, Risk Management, Employee Benefits, Management, Mergers & Acquisitions, Marketing, Finance, Investments, Leadership, Business Development, Financial Risk, Strategy, Sales, Portfolio Management, Retirement Planning, Small Business, Strategic Financial..., Captives, Mergers, Recruiting, Banking, 401k, Program Management, Financial Planning, Environmental Awareness, Environmental Consulting, Environmental Issues, Soil Remediation, Ground Water Remediation
Education
Cornell University 1986 — 1988
BS, Business Management
Stony Brook University 1990 — 1992
Masters, Business
BlueStream USA March 2015 - Present
NSCC, Inc. January 2000 - Present
Elevate Captives April 2012 - February 2014
Merrill Lynch September 1997 - February 2000
Oxford Health Plans September 1993 - August 1996
Skills
Insurance, Risk Management, Employee Benefits, Management, Mergers & Acquisitions, Marketing, Finance, Investments, Leadership, Business Development, Financial Risk, Strategy, Sales, Portfolio Management, Retirement Planning, Small Business, Strategic Financial..., Captives, Mergers, Recruiting, Banking, 401k, Program Management, Financial Planning, Environmental Awareness, Environmental Consulting, Environmental Issues, Soil Remediation, Ground Water Remediation
Education
Cornell University 1986 — 1988
BS, Business Management
Stony Brook University 1990 — 1992
Masters, Business
Tom Kelleher's Merrill Lynch Experience November 1993 - December 1996
Job
Industry Information Technology and Services
Experience
Healthways October 2011 - Present
Tom Kelleher Consulting, Inc. 1998 - Present
Healthways International January 2000 - October 2013
Pershing, January 1997 - February 1998
Merrill Lynch November 1993 - December 1996
AIG, Inc. April 1993 - October 1993
Memorial Sloan-Kettering Cancer Center June 1991 - March 1993
Digital Equipment Corporation June 1986 - June 1991
Skills
Reporting Applications, .NET, Software Development, Microsoft SQL Server, Database Design, Web Services, SQL, C#, ASP.NET, XML, Project Management, Web Applications, User Interface Design, AJAX, Web Development, Visual Basic, ASP, Scrum, Enterprise Software, Software Project..., SDLC, Leadership, Management, Program Management, Consulting
Education
Cornell University 1982 — 1986
BA, English
Healthways October 2011 - Present
Tom Kelleher Consulting, Inc. 1998 - Present
Healthways International January 2000 - October 2013
Pershing, January 1997 - February 1998
Merrill Lynch November 1993 - December 1996
AIG, Inc. April 1993 - October 1993
Memorial Sloan-Kettering Cancer Center June 1991 - March 1993
Digital Equipment Corporation June 1986 - June 1991
Skills
Reporting Applications, .NET, Software Development, Microsoft SQL Server, Database Design, Web Services, SQL, C#, ASP.NET, XML, Project Management, Web Applications, User Interface Design, AJAX, Web Development, Visual Basic, ASP, Scrum, Enterprise Software, Software Project..., SDLC, Leadership, Management, Program Management, Consulting
Education
Cornell University 1982 — 1986
BA, English
Chris Larson's Merrill Lynch Experience 1999 - 2001
Job Lead Business Analyst
Industry Financial Services
Experience
HSBC January 2013 - Present
Kilocycle April 2012 - December 2012
General Motors Asset Management February 2009 - April 2012
General Motors Asset Management April 2008 - January 2009
General Motors Asset Management June 2006 - April 2008
General Motors Asset Management January 2002 - June 2006
Merrill Lynch 1999 - 2001
ING Barings Furman Selz 1998 - 1999
Creedon Capital, LLC 1998 - 1998
Merrill Lynch 1997 - 1998
Skills
Structured Finance, Equities, Portfolio Management, Business Analysis, Hedge Funds, Fixed Income, Risk Management, Software Documentation, Derivatives, Analysis, Asset Management, Vendor Management, Trading
Education
Cornell University 1976 — 1980
Bachelor of Science
Thunderbird School of Global Management 1986 — 1987
Master of International Management
HSBC January 2013 - Present
Kilocycle April 2012 - December 2012
General Motors Asset Management February 2009 - April 2012
General Motors Asset Management April 2008 - January 2009
General Motors Asset Management June 2006 - April 2008
General Motors Asset Management January 2002 - June 2006
Merrill Lynch 1999 - 2001
ING Barings Furman Selz 1998 - 1999
Creedon Capital, LLC 1998 - 1998
Merrill Lynch 1997 - 1998
Skills
Structured Finance, Equities, Portfolio Management, Business Analysis, Hedge Funds, Fixed Income, Risk Management, Software Documentation, Derivatives, Analysis, Asset Management, Vendor Management, Trading
Education
Cornell University 1976 — 1980
Bachelor of Science
Thunderbird School of Global Management 1986 — 1987
Master of International Management
Ajsha C's Merrill Lynch Experience May 2002 - August 2002
Job Physician Assistant
Industry Hospital & Health Care
Experience
The New York Eye and Ear Infirmary January 2012 - April 2013
Internal Medicine Ambulatory Care Practice January 2010 - January 2012
Mount Sinai Medical Center 2005 - 2007
Merrill Lynch May 2002 - August 2002
Skills
Internal Medicine, Family Medicine, Hospitals, Clinical Research, Healthcare, Board Certified, Chronic Illness, Healthcare Management, Data Analysis, Research, ENT, Otology, Medicine
Education
State University of New York Downstate Medical Center College of Medicine 2007 — 2009
B.S., Physician Assistant
Cornell University 1999 — 2003
B.A., Economics
The Chinese University of Hong Kong 2001 — 2002
East Asian Studies
Stuyvesant High School
High School Diploma
The New York Eye and Ear Infirmary January 2012 - April 2013
Internal Medicine Ambulatory Care Practice January 2010 - January 2012
Mount Sinai Medical Center 2005 - 2007
Merrill Lynch May 2002 - August 2002
Skills
Internal Medicine, Family Medicine, Hospitals, Clinical Research, Healthcare, Board Certified, Chronic Illness, Healthcare Management, Data Analysis, Research, ENT, Otology, Medicine
Education
State University of New York Downstate Medical Center College of Medicine 2007 — 2009
B.S., Physician Assistant
Cornell University 1999 — 2003
B.A., Economics
The Chinese University of Hong Kong 2001 — 2002
East Asian Studies
Stuyvesant High School
High School Diploma
Jeff Leichtman's Merrill Lynch Experience 1992 - 2009
Job Senior Associate Projects, Business Financial Services at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions April 2014 - Present
Efficient Business-Focused Systems January 2013 - April 2014
J &J Health Care Systems via The Execusearch Group Bridgewater, NJ October 2011 - December 2012
Infinity Consulting Solutions November 2010 - December 2010
SetFocus 2009 - December 2010
Merrill Lynch 1992 - 2009
Skills
Business Intelligence, SSIS, SharePoint, SSRS, Microsoft SQL Server, ETL, Visio, Data Modeling, Databases, T-SQL, SQL, Analysis Services, Crystal Reports, Integration, XML
Education
Cornell University
BS, Engineering
New York University - Polytechnic School of Engineering
MS, Computer Science
Cognizant Technology Solutions April 2014 - Present
Efficient Business-Focused Systems January 2013 - April 2014
J &J Health Care Systems via The Execusearch Group Bridgewater, NJ October 2011 - December 2012
Infinity Consulting Solutions November 2010 - December 2010
SetFocus 2009 - December 2010
Merrill Lynch 1992 - 2009
Skills
Business Intelligence, SSIS, SharePoint, SSRS, Microsoft SQL Server, ETL, Visio, Data Modeling, Databases, T-SQL, SQL, Analysis Services, Crystal Reports, Integration, XML
Education
Cornell University
BS, Engineering
New York University - Polytechnic School of Engineering
MS, Computer Science
Michael Tranter's Merrill Lynch Experience August 2005 - July 2008
Job Vice President at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation June 2011 - Present
Safari Energy LLC (formerly Just Energy LLC) February 2010 - June 2011
Merrill Lynch August 2005 - July 2008
Public Financial Management August 2002 - July 2005
Skills
Public Finance, infrastructure finance, municipal finance, Renewable Energy, Infrastructure, Structured Finance, Financial Modeling, Fixed Income, Municipalities, Capital Markets, Derivatives, Real Estate Development, Project Finance, Bonds, Investment Banking, Credit Analysis, Credit, Real Estate Financing, Debt Restructuring, Entrepreneurship, Economic Development
Education
New York University 2007 — 2009
MS
Cornell University 1998 — 2002
Sumitomo Mitsui Banking Corporation June 2011 - Present
Safari Energy LLC (formerly Just Energy LLC) February 2010 - June 2011
Merrill Lynch August 2005 - July 2008
Public Financial Management August 2002 - July 2005
Skills
Public Finance, infrastructure finance, municipal finance, Renewable Energy, Infrastructure, Structured Finance, Financial Modeling, Fixed Income, Municipalities, Capital Markets, Derivatives, Real Estate Development, Project Finance, Bonds, Investment Banking, Credit Analysis, Credit, Real Estate Financing, Debt Restructuring, Entrepreneurship, Economic Development
Education
New York University 2007 — 2009
MS
Cornell University 1998 — 2002
Kelly Li's Merrill Lynch Experience May 2006 - August 2006
Job Software Engineer
Industry Computer Software
Experience
Grammarly January 2015 - July 2015
Hudson River Trading August 2008 - August 2013
PricewaterhouseCoopers July 2007 - July 2008
Merrill Lynch May 2006 - August 2006
Hillcrest Labs September 2005 - January 2006
UC Berkeley EECS May 2005 - July 2005
Bloomberg June 2004 - August 2004
Skills
C++, Python, Java, Perl, C, Unix, Software Development, Linux, Software Design, Distributed Systems, SQL, Software Engineering, Algorithms, Mobile Applications, Data Analysis, Project Management, Tableau, Apache Spark
Education
Cornell University 2003 — 2007
B.S, College of Engineering, Computer Science
Grammarly January 2015 - July 2015
Hudson River Trading August 2008 - August 2013
PricewaterhouseCoopers July 2007 - July 2008
Merrill Lynch May 2006 - August 2006
Hillcrest Labs September 2005 - January 2006
UC Berkeley EECS May 2005 - July 2005
Bloomberg June 2004 - August 2004
Skills
C++, Python, Java, Perl, C, Unix, Software Development, Linux, Software Design, Distributed Systems, SQL, Software Engineering, Algorithms, Mobile Applications, Data Analysis, Project Management, Tableau, Apache Spark
Education
Cornell University 2003 — 2007
B.S, College of Engineering, Computer Science
Bill Gafner's Merrill Lynch Experience 1993 - 1998
Job ION Trading
Industry Computer Software
Experience
ION Trading May 2005 - Present
Aurora Software 1999 - 2005
Merrill Lynch 1993 - 1998
Education
Cornell University
BS, Electrical Engineering
ION Trading May 2005 - Present
Aurora Software 1999 - 2005
Merrill Lynch 1993 - 1998
Education
Cornell University
BS, Electrical Engineering
Dan Cummings's Merrill Lynch Experience August 1995 - September 2011
Job Executive Vice Chairman, Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America September 2011 - Present
Merrill Lynch August 1995 - September 2011
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1983 — 1987
BS, Business Management
Park School Ma
Bank of America September 2011 - Present
Merrill Lynch August 1995 - September 2011
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1983 — 1987
BS, Business Management
Park School Ma
Bogdan Nicolau's Merrill Lynch Experience March 2001 - October 2004
Job User Experience Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2015 - Present
J.P. Morgan March 2010 - March 2015
Saatchi & Saatchi Wellness June 2008 - February 2010
BusinessEdge January 2007 - April 2008
Enterpulse November 2004 - January 2007
Merrill Lynch March 2001 - October 2004
Plural July 2000 - January 2001
Donovan Data Systems March 1997 - July 2000
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, E-commerce, Content Strategy, User-centered Design, Digital Strategy, User Experience Design, Interaction Design, Business Analysis, JavaScript, Usability, Wireframes, User Research, User Interface, Experience Design
Education
Cornell University
TD Ameritrade March 2015 - Present
J.P. Morgan March 2010 - March 2015
Saatchi & Saatchi Wellness June 2008 - February 2010
BusinessEdge January 2007 - April 2008
Enterpulse November 2004 - January 2007
Merrill Lynch March 2001 - October 2004
Plural July 2000 - January 2001
Donovan Data Systems March 1997 - July 2000
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, E-commerce, Content Strategy, User-centered Design, Digital Strategy, User Experience Design, Interaction Design, Business Analysis, JavaScript, Usability, Wireframes, User Research, User Interface, Experience Design
Education
Cornell University
Sergey Khoroshevski's Merrill Lynch Experience August 2008 - September 2009
Job Development Manager (VP), Global Equities Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
Merrill Lynch August 2008 - September 2009
QEL System Services November 2007 - August 2008
Fidessa Corporation January 2005 - November 2007
Banc of America Securities November 2006 - October 2007
Merrill Lynch May 2006 - December 2006
HSBC February 2006 - May 2006
Societe Generale March 2005 - February 2006
Skills
Fidessa, FTW, FIX, Equity Trading, Trading Systems, Software Project..., Application Development, Equities, Trading, Order Management, Unix, Integration, SDLC, Unix Shell Scripting, Project Management, Vendor Management, .NET, WPF Development, Java, C#, Software Development, Sybase
Education
Cornell University
B.S., Cum Laude, Computer Science
Bank of America Merrill Lynch October 2009 - Present
Merrill Lynch August 2008 - September 2009
QEL System Services November 2007 - August 2008
Fidessa Corporation January 2005 - November 2007
Banc of America Securities November 2006 - October 2007
Merrill Lynch May 2006 - December 2006
HSBC February 2006 - May 2006
Societe Generale March 2005 - February 2006
Skills
Fidessa, FTW, FIX, Equity Trading, Trading Systems, Software Project..., Application Development, Equities, Trading, Order Management, Unix, Integration, SDLC, Unix Shell Scripting, Project Management, Vendor Management, .NET, WPF Development, Java, C#, Software Development, Sybase
Education
Cornell University
B.S., Cum Laude, Computer Science
Beverly Coville, CPA's Merrill Lynch Experience June 2006 - December 2008
Job CFO at Home Legend, LLC
Industry Wholesale
Experience
Home Legend, LLC March 2009 - Present
Merrill Lynch June 2006 - December 2008
Education
Georgetown University
BSFS, International Economics
American School on the Rhine
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
Masters in Accounting, Accounting
Cornell University
FALCON Program
Woodward Academy
The Judson School
Singapore American School
Jakarta International School
American School on the Rhine
The Tuck School of Business at Dartmouth
Executive Education Program
Home Legend, LLC March 2009 - Present
Merrill Lynch June 2006 - December 2008
Education
Georgetown University
BSFS, International Economics
American School on the Rhine
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
Masters in Accounting, Accounting
Cornell University
FALCON Program
Woodward Academy
The Judson School
Singapore American School
Jakarta International School
American School on the Rhine
The Tuck School of Business at Dartmouth
Executive Education Program
Michael Shing's Merrill Lynch Experience April 2008 - June 2009
Job Investment Securities Professional
Industry Banking
Experience
Federal Reserve Bank of San Francisco January 2013 - Present
Federal Reserve Bank of New York June 2009 - December 2012
Merrill Lynch April 2008 - June 2009
UBS 2006 - 2007
The Winter Group 2003 - 2006
Skills
Mortgage, Valuation, CMBS, Real Estate Finance, Structuring, Structured Finance, Loans, Securitization, Financial Structuring, Mortgage Lending, MBS, CDO, Capital Markets, ABS, Financial Modeling, Financial Risk, Investments
Education
Cornell University 1999 — 2003
Federal Reserve Bank of San Francisco January 2013 - Present
Federal Reserve Bank of New York June 2009 - December 2012
Merrill Lynch April 2008 - June 2009
UBS 2006 - 2007
The Winter Group 2003 - 2006
Skills
Mortgage, Valuation, CMBS, Real Estate Finance, Structuring, Structured Finance, Loans, Securitization, Financial Structuring, Mortgage Lending, MBS, CDO, Capital Markets, ABS, Financial Modeling, Financial Risk, Investments
Education
Cornell University 1999 — 2003
Arthur Taft's Merrill Lynch Experience 1986 - 1991
Job Managing Director at MedWorks Consulting LLC
Industry Hospital & Health Care
Experience
MedWorks Consulting LLC July 2001 - Present
Priority Healthcare 2003 - 2005
Accordant Health Services 1999 - 2001
SmithKline Beecham 1996 - 2000
Merrill Lynch 1986 - 1991
AT&T 1976 - 1986
Skills
Healthcare, Managed Care, Strategic Planning, Healthcare Information..., Healthcare Management, Healthcare Consulting, New Business Development, Business Strategy, Hospitals, Strategy, Pharmaceutical Industry, Marketing Strategy, Healthcare Industry, Account Management, Team Building, Health Insurance, Sales, Process Improvement, Management, Medicare, Cross-functional Team..., Medical Devices, Leadership, Executive Management, Program Management, Consulting, Strategic Partnerships, Business Development, Health Policy, Start-ups, Marketing
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Marketing and Management
Cornell University 1969 — 1976
M Eng, ORIE
Cornell University
BS, Operations Research and Information Engineering
MedWorks Consulting LLC July 2001 - Present
Priority Healthcare 2003 - 2005
Accordant Health Services 1999 - 2001
SmithKline Beecham 1996 - 2000
Merrill Lynch 1986 - 1991
AT&T 1976 - 1986
Skills
Healthcare, Managed Care, Strategic Planning, Healthcare Information..., Healthcare Management, Healthcare Consulting, New Business Development, Business Strategy, Hospitals, Strategy, Pharmaceutical Industry, Marketing Strategy, Healthcare Industry, Account Management, Team Building, Health Insurance, Sales, Process Improvement, Management, Medicare, Cross-functional Team..., Medical Devices, Leadership, Executive Management, Program Management, Consulting, Strategic Partnerships, Business Development, Health Policy, Start-ups, Marketing
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Marketing and Management
Cornell University 1969 — 1976
M Eng, ORIE
Cornell University
BS, Operations Research and Information Engineering
David Casariego, CFA's Merrill Lynch Experience July 2008 - June 2009
Job Investment Analyst at Flatley Management Company
Industry Financial Services
Experience
Flatley Management Company 2014 - Present
Dartmouth College Investment Office 2012 - 2014
Keefe, Bruyette and Woods August 2010 - November 2011
Thomson Reuters June 2009 - August 2010
Merrill Lynch July 2008 - June 2009
Skills
Equity Research, Investment Banking, Derivatives, Options, Hedge Funds, Investments, Valuation, Structured Products, Financial Modeling
Education
Cornell University 2004 — 2008
BA, Economics
Flatley Management Company 2014 - Present
Dartmouth College Investment Office 2012 - 2014
Keefe, Bruyette and Woods August 2010 - November 2011
Thomson Reuters June 2009 - August 2010
Merrill Lynch July 2008 - June 2009
Skills
Equity Research, Investment Banking, Derivatives, Options, Hedge Funds, Investments, Valuation, Structured Products, Financial Modeling
Education
Cornell University 2004 — 2008
BA, Economics
Pam Peterson's Merrill Lynch Experience 1999 - 2001
Job Principal at Pamela W. Peterson, Esq.
Industry Financial Services
Experience
Pamela W. Peterson, Esq. May 2015 - Present
UBS Wealth Management May 2008 - April 2015
SIFMA 1999 - 2015
UBS Securities LLC 2006 - 2008
UBS Wealth Management 2002 - 2005
Merrill Lynch 1999 - 2001
Self-employed 1987 - 1992
Skills
Securities, Securities Regulation, Litigation, FINRA, Capital Markets, Corporate Governance, Series 7, AML, Fixed Income, Structured Finance, Financial Regulation, Hedge Funds, Due Diligence, Structured Products, Derivatives, Corporate Law, Investment Banking, Series 24, ISDA, Equities, Public Finance, Investments, Bonds
Education
Seton Hall University School of Law 1995 — 1999
J.D. summa cum laude, Banking, Corporate, Finance, and Securities Law
Cornell University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
Pamela W. Peterson, Esq. May 2015 - Present
UBS Wealth Management May 2008 - April 2015
SIFMA 1999 - 2015
UBS Securities LLC 2006 - 2008
UBS Wealth Management 2002 - 2005
Merrill Lynch 1999 - 2001
Self-employed 1987 - 1992
Skills
Securities, Securities Regulation, Litigation, FINRA, Capital Markets, Corporate Governance, Series 7, AML, Fixed Income, Structured Finance, Financial Regulation, Hedge Funds, Due Diligence, Structured Products, Derivatives, Corporate Law, Investment Banking, Series 24, ISDA, Equities, Public Finance, Investments, Bonds
Education
Seton Hall University School of Law 1995 — 1999
J.D. summa cum laude, Banking, Corporate, Finance, and Securities Law
Cornell University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
Dave McGuinness's Merrill Lynch Experience 1985 - 1995
Job Account Manager at OpenPlacement
Industry Hospital & Health Care
Experience
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
Sandra Song's Merrill Lynch Experience 1998 - 1999
Job Program and Project Management Professional
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Barclays Capital 2009 - 2010
UBS 2006 - 2009
UBS 1999 - 2009
UBS 2005 - 2006
UBS 2001 - 2005
PaineWebber / UBS Investment Bank 1999 - 2001
Merrill Lynch 1998 - 1999
Charles River Consultants, Inc. 1996 - 1998
Charles River Consultants, Inc. 1995 - 1996
Skills
Program Management..., Program Management, Project Management, Change Management, Outsourcing and..., IT Governance, Infrastructure Services..., Financial Budgets..., Application and Desktop..., Software Release..., Operational Risk, Outsourcing, PMO, Management, Governance, Software Project..., Process Improvement, SDLC, Software Lifecycle, Risk Management, Offshoring, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Business Transformation, Business Process..., Leadership, Financial Services, Business Requirements, PMP, IT Strategy, IT Management, Project Delivery, ITIL, Requirements Gathering, Stakeholder Management
Education
Cornell University
Bachelors
Cornell University
Bachelor of Arts (B.A.)
Goldman Sachs 2010 - Present
Barclays Capital 2009 - 2010
UBS 2006 - 2009
UBS 1999 - 2009
UBS 2005 - 2006
UBS 2001 - 2005
PaineWebber / UBS Investment Bank 1999 - 2001
Merrill Lynch 1998 - 1999
Charles River Consultants, Inc. 1996 - 1998
Charles River Consultants, Inc. 1995 - 1996
Skills
Program Management..., Program Management, Project Management, Change Management, Outsourcing and..., IT Governance, Infrastructure Services..., Financial Budgets..., Application and Desktop..., Software Release..., Operational Risk, Outsourcing, PMO, Management, Governance, Software Project..., Process Improvement, SDLC, Software Lifecycle, Risk Management, Offshoring, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Business Transformation, Business Process..., Leadership, Financial Services, Business Requirements, PMP, IT Strategy, IT Management, Project Delivery, ITIL, Requirements Gathering, Stakeholder Management
Education
Cornell University
Bachelors
Cornell University
Bachelor of Arts (B.A.)
Jonathan Ludwig's Merrill Lynch Experience July 2011 - April 2013
Job Distressed Debt and Special Situations Analyst
Industry Financial Services
Experience
Barclays May 2015 - Present
Evercore Partners May 2013 - April 2015
Merrill Lynch July 2011 - April 2013
The Pritzker Group June 2010 - November 2010
Unnamed Debt Opportunity Fund May 2008 - August 2009
Citi January 2006 - March 2008
Citi May 2003 - December 2005
Skills
Private Equity, Mezzanine, Debt, Capital Markets, Financial Structuring, Distressed M&A, Corporate Finance, Due Diligence, Mergers & Acquisitions, Restructuring, Finance, Structured Finance, Credit Analysis, Equities, Investments
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
Cornell University 1999 — 2003
BS, Computer Science and Electrical Engineering
Livingston High School
Barclays May 2015 - Present
Evercore Partners May 2013 - April 2015
Merrill Lynch July 2011 - April 2013
The Pritzker Group June 2010 - November 2010
Unnamed Debt Opportunity Fund May 2008 - August 2009
Citi January 2006 - March 2008
Citi May 2003 - December 2005
Skills
Private Equity, Mezzanine, Debt, Capital Markets, Financial Structuring, Distressed M&A, Corporate Finance, Due Diligence, Mergers & Acquisitions, Restructuring, Finance, Structured Finance, Credit Analysis, Equities, Investments
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
Cornell University 1999 — 2003
BS, Computer Science and Electrical Engineering
Livingston High School
Rita Ratner's Merrill Lynch Experience 2006 - 2009
Job Vice President at Farragut Square Group
Industry Financial Services
Experience
Farragut Square Group 2012 - Present
Nomura 2009 - 2012
Merrill Lynch 2006 - 2009
Education
Cornell University
B.S., Applied Economics and Management
Townsend Harris High School
Farragut Square Group 2012 - Present
Nomura 2009 - 2012
Merrill Lynch 2006 - 2009
Education
Cornell University
B.S., Applied Economics and Management
Townsend Harris High School
Barton Mendez's Merrill Lynch Experience September 1997 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1997 - Present
Education
Cornell University 1978 — 1979
MEng, Electrical Engineering
Cornell University 1974 — 1978
BS, Electrical Engineering
Merrill Lynch September 1997 - Present
Education
Cornell University 1978 — 1979
MEng, Electrical Engineering
Cornell University 1974 — 1978
BS, Electrical Engineering
Jay Lu's Merrill Lynch Experience May 2004 - August 2004
Job Assistant Professor at UCLA
Industry Research
Experience
UCLA July 2015 - Present
Cornell University July 2014 - June 2015
Credit Suisse 2006 - 2008
Merrill Lynch May 2004 - August 2004
Education
Princeton University 2008 — 2014
Ph.D.
Cornell University 2002 — 2006
A.B.
UCL
International School of Beijing
High School
Shanghai American School
High School
UCLA July 2015 - Present
Cornell University July 2014 - June 2015
Credit Suisse 2006 - 2008
Merrill Lynch May 2004 - August 2004
Education
Princeton University 2008 — 2014
Ph.D.
Cornell University 2002 — 2006
A.B.
UCL
International School of Beijing
High School
Shanghai American School
High School
Dabin Wang's Merrill Lynch Experience 2005 - 2009
Job ED, JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase 2014 - Present
Morgan Stanley 2011 - March 2014
Goldman Sachs 2010 - 2011
Merrill Lynch 2005 - 2009
Skills
SAS, Derivatives, Portfolio Management, Risk Management, Fixed Income, Commodity, Market Risk, Trading, Banking, Equities, Quantitative Analytics, Analysis, Commodity Markets, Bloomberg, Capital Markets, Trading Systems, Hedge Funds, Quantitative Finance
Education
Cornell University 2000 — 2005
M.S. and Ph.D., Applied Economics and Management
JPMorgan Chase 2014 - Present
Morgan Stanley 2011 - March 2014
Goldman Sachs 2010 - 2011
Merrill Lynch 2005 - 2009
Skills
SAS, Derivatives, Portfolio Management, Risk Management, Fixed Income, Commodity, Market Risk, Trading, Banking, Equities, Quantitative Analytics, Analysis, Commodity Markets, Bloomberg, Capital Markets, Trading Systems, Hedge Funds, Quantitative Finance
Education
Cornell University 2000 — 2005
M.S. and Ph.D., Applied Economics and Management
Christopher Wildes's Merrill Lynch Experience May 1997 - June 2008
Job at SunTrust Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
SunTrust Bank October 2008 - October 2014
SunTrust Bank October 2008 - September 2009
Merrill Lynch May 1997 - June 2008
Goldman Sachs 1994 - 1997
Skills
Derivatives, FX, Equity Derivatives, Capital Markets, Credit, ISDA Master Agreement..., Fixed Income and Equity..., Equities, FX Options, Fixed Income, Trading
Education
Cornell University 1991 — 1992
MPA, Public Administration
Cornell University
B.A., Political Science and History
Deutsche Bank October 2014 - Present
SunTrust Bank October 2008 - October 2014
SunTrust Bank October 2008 - September 2009
Merrill Lynch May 1997 - June 2008
Goldman Sachs 1994 - 1997
Skills
Derivatives, FX, Equity Derivatives, Capital Markets, Credit, ISDA Master Agreement..., Fixed Income and Equity..., Equities, FX Options, Fixed Income, Trading
Education
Cornell University 1991 — 1992
MPA, Public Administration
Cornell University
B.A., Political Science and History
Al Pastro's Merrill Lynch Experience November 2008 - June 2009
Job at
Industry Information Technology and Services
Experience
Interactive Data January 2014 - Present
Morgan Stanley June 2009 - November 2013
Merrill Lynch November 2008 - June 2009
Goldman Sachs 1992 - November 2008
Andersen Consulting 1985 - 1992
Education
Cornell University 1980 — 1984
BA, Computer Science
Interactive Data January 2014 - Present
Morgan Stanley June 2009 - November 2013
Merrill Lynch November 2008 - June 2009
Goldman Sachs 1992 - November 2008
Andersen Consulting 1985 - 1992
Education
Cornell University 1980 — 1984
BA, Computer Science
Alan Straus's Merrill Lynch Experience 1997 - 2002
Job Portfolio Manager
Industry Investment Management
Experience
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Ann Husvar's Merrill Lynch Experience January 1997 - December 2008
Job Event Manager at Keynote Events, Inc.
Industry Marketing and Advertising
Experience
Keynote Events, Inc. January 2009 - Present
Merrill Lynch & Co., Inc. January 1997 - December 2008
Merrill Lynch January 1997 - December 2008
Four Seasons Nevis 1994 - 1995
Education
Cornell University 1989 — 1993
BS, Hotel
Keynote Events, Inc. January 2009 - Present
Merrill Lynch & Co., Inc. January 1997 - December 2008
Merrill Lynch January 1997 - December 2008
Four Seasons Nevis 1994 - 1995
Education
Cornell University 1989 — 1993
BS, Hotel
Alan Biloski's Merrill Lynch Experience July 1998 - April 2001
Job Senior Managing Director at Brock Capital Group LLC
Industry Biotechnology
Experience
Brock Capital Group LLC June 2013 - Present
DNANO, Inc. December 2007 - June 2013
Spring Bank Pharmaceuticals June 2012 - March 2013
Cornell University- SC Johnson Graduate School of Business 2001 - 2012
Spectral Genomics 2006 - 2007
Sagres 2003 - 2004
Adolor 2001 - 2003
Merrill Lynch July 1998 - April 2001
Eyetech Pharmaceuticals 1999 - 2001
Wasserstein Perella 1990 - 1998
Skills
Lifesciences, Biotechnology, Drug Discovery, Entrepreneurship, M&A experience, Pharmaceutical Industry, Creative Financing, Joint Ventures, Biochemistry, Venture Capital, Licensing, Strategic Partnerships, Clinical Research, Expert Witness, Agrochemicals, Nanotechnology, Patents, Technology Transfer, Commercialization, Mergers & Acquisitions, Valuation, Strategy, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance
Education
Columbia University 1982 — 1984
MBA, Banking, Corporate, Finance, and Securities Law
Cornell University 1978 — 1982
PhD, Chemistry
Yale University 1974 — 1978
BS, Chemistry
Brock Capital Group LLC June 2013 - Present
DNANO, Inc. December 2007 - June 2013
Spring Bank Pharmaceuticals June 2012 - March 2013
Cornell University- SC Johnson Graduate School of Business 2001 - 2012
Spectral Genomics 2006 - 2007
Sagres 2003 - 2004
Adolor 2001 - 2003
Merrill Lynch July 1998 - April 2001
Eyetech Pharmaceuticals 1999 - 2001
Wasserstein Perella 1990 - 1998
Skills
Lifesciences, Biotechnology, Drug Discovery, Entrepreneurship, M&A experience, Pharmaceutical Industry, Creative Financing, Joint Ventures, Biochemistry, Venture Capital, Licensing, Strategic Partnerships, Clinical Research, Expert Witness, Agrochemicals, Nanotechnology, Patents, Technology Transfer, Commercialization, Mergers & Acquisitions, Valuation, Strategy, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance
Education
Columbia University 1982 — 1984
MBA, Banking, Corporate, Finance, and Securities Law
Cornell University 1978 — 1982
PhD, Chemistry
Yale University 1974 — 1978
BS, Chemistry
Bob Ascher's Merrill Lynch Experience 1969 - 2001
Job Senior Relationship Manager at ADM Investor Services
Industry Financial Services
Experience
ADM Investor Services March 2015 - Present
Jefferies Bache, LLC May 2009 - March 2015
UBS October 2006 - May 2009
ABN AMRO Inc 2001 - 2006
Merrill Lynch 1969 - 2001
Skills
Trading, Hedge Funds, Commodity, Options, Technical Analysis, Financial Markets, Securities, Financial Risk, Hedging, Trading Strategies, Investments, Alternative Investments, Electronic Trading, Equities, Bloomberg, Commodity Risk..., Brokerage, Financial Services, Commodity Markets, Series 7
Education
Cornell University 1967 — 1969
B.S., Agricultural Economics
ADM Investor Services March 2015 - Present
Jefferies Bache, LLC May 2009 - March 2015
UBS October 2006 - May 2009
ABN AMRO Inc 2001 - 2006
Merrill Lynch 1969 - 2001
Skills
Trading, Hedge Funds, Commodity, Options, Technical Analysis, Financial Markets, Securities, Financial Risk, Hedging, Trading Strategies, Investments, Alternative Investments, Electronic Trading, Equities, Bloomberg, Commodity Risk..., Brokerage, Financial Services, Commodity Markets, Series 7
Education
Cornell University 1967 — 1969
B.S., Agricultural Economics
Barbara Bermudez's Merrill Lynch Experience September 2007 - May 2009
Job VP Operational Risk
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch May 2009 - February 2011
Merrill Lynch September 2007 - May 2009
ICAP March 2004 - September 2007
Education
Cornell University 2001 — 2002
Certificate, Business
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch May 2009 - February 2011
Merrill Lynch September 2007 - May 2009
ICAP March 2004 - September 2007
Education
Cornell University 2001 — 2002
Certificate, Business
Brian Kaufmann's Merrill Lynch Experience July 2003 - July 2005
Job Portfolio Manager at Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors August 2010 - Present
TA Associates August 2005 - August 2008
Merrill Lynch July 2003 - July 2005
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Cornell University 1999 — 2003
BS, Applied Economics and Business Management
Viking Global Investors August 2010 - Present
TA Associates August 2005 - August 2008
Merrill Lynch July 2003 - July 2005
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Cornell University 1999 — 2003
BS, Applied Economics and Business Management
Brian Lin's Merrill Lynch Experience 2007 - 2008
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2010 - Present
Raymond James 2009 - 2010
Merrill Lynch 2007 - 2008
Skills
Valuation, Investment Banking, Finance, Private Equity, Structured Finance, Financial Modeling, Capital Markets, Real Estate, Loan Origination, Restructuring, Financial Structuring, Equities, Portfolio Management
Education
Cornell University 2004 — 2007
BS, Hotel Administration, Investment Banking, Real Estate
Bank of America Merrill Lynch 2010 - Present
Raymond James 2009 - 2010
Merrill Lynch 2007 - 2008
Skills
Valuation, Investment Banking, Finance, Private Equity, Structured Finance, Financial Modeling, Capital Markets, Real Estate, Loan Origination, Restructuring, Financial Structuring, Equities, Portfolio Management
Education
Cornell University 2004 — 2007
BS, Hotel Administration, Investment Banking, Real Estate
Anthony Rizzo's Merrill Lynch Experience August 2010 - March 2012
Job VP Strategy & Operations, Strategic Services at salesforce.com
Industry Financial Services
Experience
salesforce.com March 2012 - Present
Merrill Lynch August 2010 - March 2012
Bank of America February 2009 - August 2010
Bank of America May 2005 - February 2009
Accenture 1995 - 2005
Education
Cornell University 1991 — 1995
salesforce.com March 2012 - Present
Merrill Lynch August 2010 - March 2012
Bank of America February 2009 - August 2010
Bank of America May 2005 - February 2009
Accenture 1995 - 2005
Education
Cornell University 1991 — 1995
Daniel Chisena's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
- November 2009 - January 2012
Valore Reale SGR S.p.A. 2008 - 2009
Sullivan & Worcester LLP 2005 - 2005
Skills
Retirement Planning, Estate Planning, Investments, Alternative Investments, Benefits Plan Design, College Savings Plans, Merchant Services, IRA Rollovers, Roth IRA, IRA's, 401k Rollovers, Insurance Planning, Disability Insurance, Long Term Care, Financial Planning, Financial Markets, Financial Advisory, Cash Management, Credit, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Secured Lending, Securities Lending, Asset Based Lending, Project Finance, Private Banking, Private Equity, Private Placements, Private Wealth..., Securitization, Airplane and yacht..., Trade Facilitation, Hedge Funds, Foreign Exchange..., Foreign Languages, Foreign Investment, Asset Allocation, Employee Benefits, Financial Planners, IRAs, Long-term Care, Securities, Series 63, Strategic Financial..., Wealth Management..., Secured Financing
Education
Cornell University 2004 — 2007
ILR, Industrial Labor Relations
Merrill Lynch January 2012 - Present
- November 2009 - January 2012
Valore Reale SGR S.p.A. 2008 - 2009
Sullivan & Worcester LLP 2005 - 2005
Skills
Retirement Planning, Estate Planning, Investments, Alternative Investments, Benefits Plan Design, College Savings Plans, Merchant Services, IRA Rollovers, Roth IRA, IRA's, 401k Rollovers, Insurance Planning, Disability Insurance, Long Term Care, Financial Planning, Financial Markets, Financial Advisory, Cash Management, Credit, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Secured Lending, Securities Lending, Asset Based Lending, Project Finance, Private Banking, Private Equity, Private Placements, Private Wealth..., Securitization, Airplane and yacht..., Trade Facilitation, Hedge Funds, Foreign Exchange..., Foreign Languages, Foreign Investment, Asset Allocation, Employee Benefits, Financial Planners, IRAs, Long-term Care, Securities, Series 63, Strategic Financial..., Wealth Management..., Secured Financing
Education
Cornell University 2004 — 2007
ILR, Industrial Labor Relations
David Tralka's Merrill Lynch Experience January 1986 - January 2005
Job President & Chief Executive Connecticut Community Bank, N.A.
Industry Banking
Experience
InsurBanc August 2005 - April 2013
Merrill Lynch January 1986 - January 2005
Skills
Executive Management, Credit Risk, Enterprise Risk..., Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Marketing & Finance
Cornell University 1979 — 1983
BA, Economics
InsurBanc August 2005 - April 2013
Merrill Lynch January 1986 - January 2005
Skills
Executive Management, Credit Risk, Enterprise Risk..., Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Marketing & Finance
Cornell University 1979 — 1983
BA, Economics
Jeni Fitzpatrick's Merrill Lynch Experience 2002 - 2002
Job SVP Human Resources at Convergys
Industry Outsourcing/Offshoring
Experience
Convergys April 2015 - Present
Convergys August 2014 - April 2015
Workday August 2012 - August 2014
Chiquita March 2006 - August 2012
Bristol-Myers Squibb September 2003 - March 2006
Merrill Lynch 2002 - 2002
Microsoft July 1997 - July 2001
Skills
Performance Management, Talent Management, Workforce Planning, Deferred Compensation, HRIS, Succession Planning, Strategic Financial..., Organizational Learning, Recruiting, Global Compensation, Global Implementations, Workday, Organizational Design, Executive Management, Predictive Analytics, Employee Engagement, Payroll Services, Corporate Relocation, Business Restructures, Strategic Negotiations, Talent Acquisition, Human Resources, Onboarding, HR Transformation, Payroll, Leadership, College Recruiting, Compensation & Benefit, Applicant Tracking..., HR Consulting, Benefits Administration, Employee Benefits, Compensation, Compensation
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Business Management
Cornell University 1993 — 1997
BS ILR, Human Resources & Labor Relations
Convergys April 2015 - Present
Convergys August 2014 - April 2015
Workday August 2012 - August 2014
Chiquita March 2006 - August 2012
Bristol-Myers Squibb September 2003 - March 2006
Merrill Lynch 2002 - 2002
Microsoft July 1997 - July 2001
Skills
Performance Management, Talent Management, Workforce Planning, Deferred Compensation, HRIS, Succession Planning, Strategic Financial..., Organizational Learning, Recruiting, Global Compensation, Global Implementations, Workday, Organizational Design, Executive Management, Predictive Analytics, Employee Engagement, Payroll Services, Corporate Relocation, Business Restructures, Strategic Negotiations, Talent Acquisition, Human Resources, Onboarding, HR Transformation, Payroll, Leadership, College Recruiting, Compensation & Benefit, Applicant Tracking..., HR Consulting, Benefits Administration, Employee Benefits, Compensation, Compensation
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Business Management
Cornell University 1993 — 1997
BS ILR, Human Resources & Labor Relations
Ari Tan's Merrill Lynch Experience 2006 - 2006
Job Senior Director, Strategy & Business Development at Viacom
Industry Entertainment
Experience
Viacom April 2015 - Present
Viacom February 2014 - April 2015
Viacom 2012 - February 2014
IFM Investors 2009 - 2010
Lehman Brothers 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, M&A analysis, Digital Media, Cable Networks, Strategy, Competitive Analysis, Business Development, Mergers & Acquisitions, Investment Banking, Finance, Venture Capital, Cable Television, Media & Entertainment, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance & Strategic Management
Cornell University 2003 — 2007
BS with Honors, Industrial and Labor Relations
Viacom April 2015 - Present
Viacom February 2014 - April 2015
Viacom 2012 - February 2014
IFM Investors 2009 - 2010
Lehman Brothers 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, M&A analysis, Digital Media, Cable Networks, Strategy, Competitive Analysis, Business Development, Mergers & Acquisitions, Investment Banking, Finance, Venture Capital, Cable Television, Media & Entertainment, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance & Strategic Management
Cornell University 2003 — 2007
BS with Honors, Industrial and Labor Relations
Beverly Tramontelli's Merrill Lynch Experience 1980 - 1988
Job President at College of Westchester Charitable Foundation
Industry Insurance
Experience
College of Westchester Charitable Foundation 2013 - Present
Gen Re December 1989 - 2013
Dollar Dry Dock Bank 1988 - 1989
Merrill Lynch 1980 - 1988
Skills
Management, Integration, Program Management, Project Portfolio..., SDLC, Business Continuity, Software Project..., Change Management, Risk Management, Enterprise Architecture, Software Development, Finance, Business Process..., Business Intelligence, Vendor Management, ITIL, Project Management, Reinsurance, IT Management, Insurance, Process Improvement, Business Process, Business Analysis, IT Strategy, IT Service Management, Governance, Disaster Recovery, PMO, PMP, Outsourcing, Information Technology, IT Operations
Education
Cornell University 1976 — 1980
BA, Economics and Mathematics
Paramus High School 1973 — 1976
College of Westchester Charitable Foundation 2013 - Present
Gen Re December 1989 - 2013
Dollar Dry Dock Bank 1988 - 1989
Merrill Lynch 1980 - 1988
Skills
Management, Integration, Program Management, Project Portfolio..., SDLC, Business Continuity, Software Project..., Change Management, Risk Management, Enterprise Architecture, Software Development, Finance, Business Process..., Business Intelligence, Vendor Management, ITIL, Project Management, Reinsurance, IT Management, Insurance, Process Improvement, Business Process, Business Analysis, IT Strategy, IT Service Management, Governance, Disaster Recovery, PMO, PMP, Outsourcing, Information Technology, IT Operations
Education
Cornell University 1976 — 1980
BA, Economics and Mathematics
Paramus High School 1973 — 1976
Daniel Sherry, CFA's Merrill Lynch Experience July 2011 - March 2012
Job Investment Analyst at Loews Corporation
Industry Financial Services
Experience
Loews Corporation May 2012 - Present
Merrill Lynch July 2011 - March 2012
Bank of America Merrill Lynch June 2010 - August 2010
Vista Research June 2009 - August 2009
Skills
CFA, Microsoft Office, Bloomberg, Series 7, SNL, Series 63
Education
Cornell University 2007 — 2011
B.A., Economics and Mathematics
Loews Corporation May 2012 - Present
Merrill Lynch July 2011 - March 2012
Bank of America Merrill Lynch June 2010 - August 2010
Vista Research June 2009 - August 2009
Skills
CFA, Microsoft Office, Bloomberg, Series 7, SNL, Series 63
Education
Cornell University 2007 — 2011
B.A., Economics and Mathematics
Cody Sauer's Merrill Lynch Experience July 2013 - April 2015
Job Investment Strategist at Beartooth Capital Partners
Industry Financial Services
Experience
Beartooth Capital Partners April 2015 - Present
Merrill Lynch July 2013 - April 2015
Goldman Sachs June 2011 - June 2013
Goldman Sachs June 2009 - June 2011
Goldman Sachs July 2007 - June 2009
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Hospitality Administration/Management
Beartooth Capital Partners April 2015 - Present
Merrill Lynch July 2013 - April 2015
Goldman Sachs June 2011 - June 2013
Goldman Sachs June 2009 - June 2011
Goldman Sachs July 2007 - June 2009
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Hospitality Administration/Management
David Yeager's Merrill Lynch Experience June 2004 - May 2006
Job Complex Director of Finance at Hilton Worldwide Hilton Minneapolis & The Marquette Hotel
Industry Hospitality
Experience
Hilton Worldwide - Hilton Minneapolis & The Marquette Hotel July 2015 - Present
Hilton Worldwide - Doubletree Houston Downtown January 2010 - June 2015
Hilton Worldwide - Hilton Americas June 2008 - January 2010
Camden Hospitality June 2007 - June 2008
Merrill Lynch June 2004 - May 2006
Carriage Services March 2001 - August 2002
Clopay Corporation September 1997 - December 2000
Price Waterhouse LLP December 1995 - August 1997
Skills
Hotels, Financial Analysis, Revenue Analysis, Hospitality Industry, Hospitality Management, Hotel Acquisitions, Resorts, Hotel Management, Hospitality, Front Office, Finance, Yield Management, P&L, Budgets, Management
Education
Cornell University 2006 — 2007
Master, Cornell Hotel School
University of Pittsburgh 1994 — 1995
MBA, Finance
The Ohio State University 1980 — 1985
BSBA, Marketing
Hilton Worldwide - Hilton Minneapolis & The Marquette Hotel July 2015 - Present
Hilton Worldwide - Doubletree Houston Downtown January 2010 - June 2015
Hilton Worldwide - Hilton Americas June 2008 - January 2010
Camden Hospitality June 2007 - June 2008
Merrill Lynch June 2004 - May 2006
Carriage Services March 2001 - August 2002
Clopay Corporation September 1997 - December 2000
Price Waterhouse LLP December 1995 - August 1997
Skills
Hotels, Financial Analysis, Revenue Analysis, Hospitality Industry, Hospitality Management, Hotel Acquisitions, Resorts, Hotel Management, Hospitality, Front Office, Finance, Yield Management, P&L, Budgets, Management
Education
Cornell University 2006 — 2007
Master, Cornell Hotel School
University of Pittsburgh 1994 — 1995
MBA, Finance
The Ohio State University 1980 — 1985
BSBA, Marketing
Abhishek Gulati's Merrill Lynch Experience July 2010 - September 2011
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America January 2014 - Present
Bank of America September 2011 - December 2013
Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2008 - July 2010
Merrill Lynch September 2007 - July 2008
Skills
Trading Systems, Interest Rate..., Equity Derivatives, Financial Risk, Fixed Income, Interest Rate Swaps, Equities, Derivatives, FX Options, Quantitative Finance, Python, Capital Markets, Credit Derivatives
Education
Cornell University 2004 — 2007
Bachelors of Science, Electrical & Computer Engineering
Delhi Public School - R. K. Puram
Bank of America January 2014 - Present
Bank of America September 2011 - December 2013
Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2008 - July 2010
Merrill Lynch September 2007 - July 2008
Skills
Trading Systems, Interest Rate..., Equity Derivatives, Financial Risk, Fixed Income, Interest Rate Swaps, Equities, Derivatives, FX Options, Quantitative Finance, Python, Capital Markets, Credit Derivatives
Education
Cornell University 2004 — 2007
Bachelors of Science, Electrical & Computer Engineering
Delhi Public School - R. K. Puram
Abhilash Babu, CFA's Merrill Lynch Experience January 2010 - January 2010
Job Associate, Financial Modeling Group at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Goldman Sachs June 2010 - August 2010
Merrill Lynch January 2010 - January 2010
Goldman Sachs June 2009 - August 2009
Skills
Portfolio Risk, Stress Testing, Financial Modeling, C++, Perl, SQL, Unix, Java, Statistics
Education
Cornell University 2010 — 2011
M.Eng, Operations Research & Information Engineering
Cornell University 2007 — 2010
B.S., Operations Research & Information Engineering
BlackRock August 2011 - Present
Goldman Sachs June 2010 - August 2010
Merrill Lynch January 2010 - January 2010
Goldman Sachs June 2009 - August 2009
Skills
Portfolio Risk, Stress Testing, Financial Modeling, C++, Perl, SQL, Unix, Java, Statistics
Education
Cornell University 2010 — 2011
M.Eng, Operations Research & Information Engineering
Cornell University 2007 — 2010
B.S., Operations Research & Information Engineering
Allen Kors's Merrill Lynch Experience July 2008 - June 2010
Job Founder of Achieve Lending
Industry Internet
Experience
Achieve Lending April 2014 - Present
Concord 51 January 2012 - December 2014
STAR Angel Network October 2013 - March 2014
Augeo Affinity Marketing June 2012 - July 2013
VNV Media June 2012 - June 2013
Welsh, Carson, Anderson & Stowe August 2010 - July 2012
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Mergers & Acquisitions, Strategy, Investments, Business Strategy, Corporate Finance, Mergers, LBO, Portfolio Management, Venture Capital, Strategic Planning, Valuation, Capital Markets, Financial Analysis, Asset Management, Investment Banking, Management, Finance
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
Achieve Lending April 2014 - Present
Concord 51 January 2012 - December 2014
STAR Angel Network October 2013 - March 2014
Augeo Affinity Marketing June 2012 - July 2013
VNV Media June 2012 - June 2013
Welsh, Carson, Anderson & Stowe August 2010 - July 2012
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Mergers & Acquisitions, Strategy, Investments, Business Strategy, Corporate Finance, Mergers, LBO, Portfolio Management, Venture Capital, Strategic Planning, Valuation, Capital Markets, Financial Analysis, Asset Management, Investment Banking, Management, Finance
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
David van der Keyl's Merrill Lynch Experience 2006 - 2009
Job Equity Research Analyst
Industry Financial Services
Experience
Bank of America October 2009 - June 2015
Merrill Lynch 2006 - 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BA, Mathematics and Economics
Bank of America October 2009 - June 2015
Merrill Lynch 2006 - 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BA, Mathematics and Economics
Christine Hartnett (Sakowski)'s Merrill Lynch Experience February 2009 - Present
Job Assistant Vicepresident Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Financial Principles, LLC January 2005 - February 2008
American Express 2000 - 2002
US Army November 1984 - October 1988
Skills
Relationship Management, Vendor Management, Business Analysis, Equities, SDLC, Financial Services, Management, PMO, Portfolio Management
Education
Chubb Institute
Desktop Support
Cornell University
Business Administration and Management, General
Merrill Lynch February 2009 - Present
Financial Principles, LLC January 2005 - February 2008
American Express 2000 - 2002
US Army November 1984 - October 1988
Skills
Relationship Management, Vendor Management, Business Analysis, Equities, SDLC, Financial Services, Management, PMO, Portfolio Management
Education
Chubb Institute
Desktop Support
Cornell University
Business Administration and Management, General
Bronislava Popovetsky's Merrill Lynch Experience AnalystMcLagan Partners, Inc,2001 - 2003
Job Compensation Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch AnalystMcLagan Partners, Inc,2001 - 2003
Education
Cornell University 2001 — 2005
BS, Industrial & Labor Relations
Merrill Lynch AnalystMcLagan Partners, Inc,2001 - 2003
Education
Cornell University 2001 — 2005
BS, Industrial & Labor Relations
Paul Julius's Merrill Lynch Experience June 2000 - February 2002
Job Director of Finance at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP April 2012 - Present
Morgan Stanley Investment Management July 2010 - March 2012
Credit Suisse August 2005 - May 2010
Credit Suisse Asset Management May 2004 - August 2005
Merrill Lynch Investment Managers February 2002 - May 2004
Merrill Lynch June 2000 - February 2002
Merrill Lynch June 1998 - June 2000
Merrill Lynch August 1994 - June 1998
Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management
Education
Cornell University
BA
New York University - Leonard N. Stern School of Business
MBA
Proskauer Rose LLP April 2012 - Present
Morgan Stanley Investment Management July 2010 - March 2012
Credit Suisse August 2005 - May 2010
Credit Suisse Asset Management May 2004 - August 2005
Merrill Lynch Investment Managers February 2002 - May 2004
Merrill Lynch June 2000 - February 2002
Merrill Lynch June 1998 - June 2000
Merrill Lynch August 1994 - June 1998
Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management
Education
Cornell University
BA
New York University - Leonard N. Stern School of Business
MBA
David Sang Jun Kim's Merrill Lynch Experience June 2010 - August 2010
Job Amazon.com
Industry Retail
Experience
Amazon May 2015 - Present
CEB July 2013 - May 2015
CEB June 2012 - August 2012
OneAccord June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Python, HTML, Microsoft Excel, Data Analysis, Public Speaking, Market Research, Leadership, Microsoft Word, Social Media, Analysis, Corporate Finance, Financial Modeling
Education
Cornell University 2009 — 2013
Bachelor of Arts (BA), Economics
Amazon May 2015 - Present
CEB July 2013 - May 2015
CEB June 2012 - August 2012
OneAccord June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Python, HTML, Microsoft Excel, Data Analysis, Public Speaking, Market Research, Leadership, Microsoft Word, Social Media, Analysis, Corporate Finance, Financial Modeling
Education
Cornell University 2009 — 2013
Bachelor of Arts (BA), Economics
Qiong(Joan) Sheng's Merrill Lynch Experience July 2008 - December 2008
Job
Industry Financial Services
Experience
MasterCard June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Bank of America Merrill Lynch July 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Bank of America Merrill Lynch May 2009 - July 2009
Merrill Lynch July 2008 - December 2008
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), MBA
National University of Singapore 2006 — 2010
Bachelor, Electrical Engineering
MasterCard June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Bank of America Merrill Lynch July 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Bank of America Merrill Lynch May 2009 - July 2009
Merrill Lynch July 2008 - December 2008
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), MBA
National University of Singapore 2006 — 2010
Bachelor, Electrical Engineering
Brian Lederman's Merrill Lynch Experience June 2008 - August 2008
Job CoFounder at HiArt
Industry Investment Banking
Experience
Hi-Art August 2013 - Present
Barclays Investment Bank March 2013 - April 2013
Barclays Investment Bank July 2010 - February 2013
Shattuck Hammond Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Bloomberg, Structured Finance, Infrastructure, Financial Modeling, Valuation, Yogurt, Strategy, Capital Markets, Due Diligence, Private Equity, Fixed Income
Education
Cornell University 2006 — 2010
B.A., Economics
Campolindo High School 2002 — 2006
Hi-Art August 2013 - Present
Barclays Investment Bank March 2013 - April 2013
Barclays Investment Bank July 2010 - February 2013
Shattuck Hammond Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Bloomberg, Structured Finance, Infrastructure, Financial Modeling, Valuation, Yogurt, Strategy, Capital Markets, Due Diligence, Private Equity, Fixed Income
Education
Cornell University 2006 — 2010
B.A., Economics
Campolindo High School 2002 — 2006
Debbie Osgood's Merrill Lynch Experience 1982 - 1991
Job SVP & CRA Officer at Hopewell Valley Community Bank
Industry Banking
Experience
Hopewell Valley Community Bank January 2005 - Present
Regional Business Assistance Corp. May 1995 - May 2004
Merrill Lynch 1982 - 1991
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Loan Origination, Non-profit Leadership, Financial Literacy..., SBA, Non-profits..., Credit, Strategic Planning, Budgets, Credit Analysis, Team Building, Loan Servicing, Construction Loans, Consumer Lending, Customer Service
Education
Cornell University 1977 — 1981
BA, Economics
Hopewell Valley Community Bank January 2005 - Present
Regional Business Assistance Corp. May 1995 - May 2004
Merrill Lynch 1982 - 1991
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Loan Origination, Non-profit Leadership, Financial Literacy..., SBA, Non-profits..., Credit, Strategic Planning, Budgets, Credit Analysis, Team Building, Loan Servicing, Construction Loans, Consumer Lending, Customer Service
Education
Cornell University 1977 — 1981
BA, Economics
Annie Gu's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management April 2015 - Present
Morgan Stanley June 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
CITIC Securities June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Mandarin, Sales, Trading, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Microsoft Office, PowerPoint, Equities
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics and Management
AQR Capital Management April 2015 - Present
Morgan Stanley June 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
CITIC Securities June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Mandarin, Sales, Trading, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Microsoft Office, PowerPoint, Equities
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics and Management
David Streit's Merrill Lynch Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
MarketAxess July 2012 - Present
HSBC Securities 2008 - 2011
HSBC Bank UK 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Visual Basic, Microsoft Word, Microsoft Excel, PowerPoint, Reuters, Bloomberg, FINRA
Education
Cornell University 2003 — 2007
Bachelor's degree, Applied Economics and Management, 3.6
MarketAxess July 2012 - Present
HSBC Securities 2008 - 2011
HSBC Bank UK 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Visual Basic, Microsoft Word, Microsoft Excel, PowerPoint, Reuters, Bloomberg, FINRA
Education
Cornell University 2003 — 2007
Bachelor's degree, Applied Economics and Management, 3.6
Dayea Oh's Merrill Lynch Experience January 2011 - April 2011
Job Research Assistant at Cornell University
Industry Research
Experience
Cornell University August 2014 - Present
Gadmei Electronics Technology Co., Ltd. May 2012 - May 2013
James A. Baker III Institute for Public Policy - Rice University April 2012 - May 2013
Merrill Lynch January 2011 - April 2011
Skills
Research, Renewable Energy, Sustainable Energy, Renewable Portfolio..., Stata, Matlab, Editorial Process, Marketing Strategy, Strategic Communications
Education
Cornell University 2014 — 2016
Master's Degree, Applied Economics
Rice University 2009 — 2013
Bachelor's degree, Mathematical Analysis of Economics, Mathematics
Tsinghua University 2011 — 2012
Exchange Student, Chinese Language and Literature, Economics
Cornell University August 2014 - Present
Gadmei Electronics Technology Co., Ltd. May 2012 - May 2013
James A. Baker III Institute for Public Policy - Rice University April 2012 - May 2013
Merrill Lynch January 2011 - April 2011
Skills
Research, Renewable Energy, Sustainable Energy, Renewable Portfolio..., Stata, Matlab, Editorial Process, Marketing Strategy, Strategic Communications
Education
Cornell University 2014 — 2016
Master's Degree, Applied Economics
Rice University 2009 — 2013
Bachelor's degree, Mathematical Analysis of Economics, Mathematics
Tsinghua University 2011 — 2012
Exchange Student, Chinese Language and Literature, Economics
Benjamin Rozyn's Merrill Lynch Experience April 2010 - August 2015
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Merrill Lynch April 2010 - August 2015
Bank of America January 2008 - April 2010
Skills
Structured Products, Fixed Income, Bonds, Bond Pricing, Securitization, Bloomberg
Education
Cornell University 2006 — 2007
Master of Engineering (MEng), Financial Engineering
Cornell University 2003 — 2006
Bachelor of Science (B.S.), Operations Research
Credit Suisse August 2015 - Present
Merrill Lynch April 2010 - August 2015
Bank of America January 2008 - April 2010
Skills
Structured Products, Fixed Income, Bonds, Bond Pricing, Securitization, Bloomberg
Education
Cornell University 2006 — 2007
Master of Engineering (MEng), Financial Engineering
Cornell University 2003 — 2006
Bachelor of Science (B.S.), Operations Research
Ashley McEnery's Merrill Lynch Experience July 2011 - June 2013
Job Strategy Manager, Microsoft
Industry Computer Software
Experience
Microsoft July 2013 - Present
Merrill Lynch July 2011 - June 2013
Skills
Strategy, Product Management, Go-to-market Strategy, Analytics, Strategic Partnerships, Venture Capital, Competitive Analysis, Corporate Finance, Financial Analysis, Deal Closure, Valuation, Financial Modeling
Education
Cornell University 2007 — 2011
Bachelor of Arts (BA), Classics & Economics
Greens Farms Academy
Microsoft July 2013 - Present
Merrill Lynch July 2011 - June 2013
Skills
Strategy, Product Management, Go-to-market Strategy, Analytics, Strategic Partnerships, Venture Capital, Competitive Analysis, Corporate Finance, Financial Analysis, Deal Closure, Valuation, Financial Modeling
Education
Cornell University 2007 — 2011
Bachelor of Arts (BA), Classics & Economics
Greens Farms Academy
Billy Rock's Merrill Lynch Experience January 2007 - December 2009
Job Market Director
Industry Capital Markets
Experience
Self-employed April 2010 - Present
Merrill Lynch January 2007 - December 2009
Skills
Capital Markets, Capital Management, Investment Capital
Education
Cornell University
Self-employed April 2010 - Present
Merrill Lynch January 2007 - December 2009
Skills
Capital Markets, Capital Management, Investment Capital
Education
Cornell University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank